2.2 Setting Up Compliance for Software Products

The following table explains the tasks you need to complete to configure software products for license compliance.

These tasks assume that you’ve already completed the tasks in Preparing Your Management Zone to populate your ZENworks Management Zone with discovered products and catalog products.

Table 2-2 Compliance Setup Tasks




Create licensed products

A licensed product represents a software product whose license compliance you want to monitor. All of the information needed to determine a licensed product’s compliance status (installations, purchased licenses, license usage agreements) is provided through the components associated with the licensed product

For instructions, see Creating a Licensed Product.

Create entitlements

A license entitlement typically represents a license agreement for a licensed product. It includes such agreement details as the license type (full, upgrade, maintenance, and so forth) and the license model (per-user, per-installation, OEM, machine, and so forth). Based on the license model, it also specifies which users or machines are covered by the entitlement.

Some licensed products might have only one entitlement. For example, you might have a product whose installations all fall under a full license, per-installation agreement.

Other products, however, might have multiple entitlements. For example, you might have a product for which you have OEM-licensed installations and per-user licensed installations. To correctly cover both license agreements, you need two entitlements with different license models and user/machine coverage. A second example might be a product that includes a full license agreement and a version upgrade agreement.

If you used the Auto-Reconcile Wizard to create licensed products, an entitlement was created for each licensed product. If any of the licensed products require additional entitlements, you can add them at this time. If you manually created licensed products, they do not yet have entitlements; you must create them.

For instructions, see Creating an Entitlement.

Add catalog products


Add purchase summary records

To populate a licensed product with the number of licenses you have purchased for the product, you add catalog products to the licensed product’s entitlements.

If you used the Auto-Reconcile Wizard to create licensed products, catalog products might already have been added to some of the licensed products. If any licensed products require additional catalog products, you can add them at this time. For instructions, see Adding Catalog Products.

If you don’t have a catalog product to assign to a licensed product, you can use purchase summary records to add licenses to the licensed product. For instructions, see Adding Purchase Summary Records.

Add discovered products

If a licensed product you created includes an Inventory entitlement (an entitlement that draws its installation counts from Inventory data), you need to add discovered products to the entitlement. The discovered products associate the appropriate software product installations with the licensed product, Per-User, Per-Named User, OEM, Machine, and Per-Installation are the Inventory entitlements.

For instructions, see Adding Discovered Products.

Specify users and devices covered by the entitlement

If you created an entitlement that uses an OEM, Machine, Per-Named User, or Per-User license model, you must specify with devices or users are covered by the entitlement.

For instructions, see Specifying User and Device Coverage.