Discovered Products

The Discovered Products page lists discovered products, along with the following information:

Tasks for Managing the Discovered Products

This section lists the tasks you can perform to manage the discovered products:

Filtering the Discovered Products List

  1. In the Search panel (located next to the Discovered Products panel), specify the criteria to use for filtering the list. A product must match all defined criteria to be displayed.

    By default, the Discovered Products list displays only the discovered products that are 1) installed on a device in your Management Zone and 2) are not excluded from compliance calculations. You can modify the Search criteria to change which discovered products are displayed.

    Name: Specify the text that the discovered product name (or folder name) must include. This is a partial match field that is case-insensitive. If the text you enter is included in any part of a discovered product name, the product matches the criteria.

    Manufacturer: Select a specific manufacturer, or select Any to match any manufacturers.

    Current Manufacturer: Select a specific manufacturer, or select Any to match any manufacturers.

    Platform: Select the platform (Windows or Mac) to match.

    Exclude Status: Select one of the following to match:

    • Any: Ignore the exclude status. Match all discovered products.

    • Excluded: Match only the discovered products that are excluded from compliance calculations. An excluded product cannot be associated with a licensed product.

    • Not Excluded: Match discovered products that are not excluded from compliance calculations.

    Install Status: Select one of the following to match:

    • Any: Ignore the install status. Match all discovered products.

    • Installed: Match only the discovered products that are installed in your Management Zone.

    • Not Installed: Match any discovered products that are included in the Knowledgebase but are not installed in your Management Zone.

    • Reconciled: Match only the reconciled discovered products.

    Usage Status: Select one of the following to match:

    • Any: Ignore the usage status. Match any discovered product.

    • With Usage: Match discovered products for which active usage is recorded.

    • Without Usage: Match discovered products for which no active usage is recorded.

    Reconciliation Status: Select one of the following to match:

    • Any: Ignore the reconciliation status. Match any discovered product.

    • Reconciled: Match discovered products that are associated with licensed products.

    • Unreconciled: Match discovered products that are not associated with licensed products.

    Standards Category: Select a standards category, or select Any to match any category.

    Source: Select one of the following to match the discovered products based on their source of collection:

    • Any

    • Add Remove Programs

    • Fingerprinted Products

    • Local Software Products

  2. Click Search to apply the search criteria and filter the list.

Excluding a Discovered Product

  1. Select a product.

  2. Click Action > Exclude.

An excluded discovered product cannot be added to a licensed product’s entitlements.

By default, excluded discovered products are not displayed in the Discovered Products list. You must change the Search filter to display excluded products.

Including an Excluded Discovered Product

  1. Select a product.

  2. Click Action > Include.

Adding a Discovered Product to a Licensed Product

  1. Select a product.

  2. Click Action > Add to Licensed Product.

  3. Follow the on-screen prompts. Click the Help button if you need additional information.

Adding a Discovered Product to a Software Collection

  1. Select a product.

  2. Click Action > Add to Software Collection.

  3. Select a software collection from the list.

  4. Click OK.

Setting a Standards Category

  1. Select a product.

  2. Click Action > Sets Standards Category.

  3. Select or specify a category.

  4. Click OK.

Refreshing Compliance Data for All Licensed Products

  1. Click Action > Refresh Compliance Status.

A compliance data refresh for licensed products is triggered automatically under various circumstances; this method allows you to refresh on demand. For more information, see Compliance Data Refresh.

Changing the Usage Time Period

  1. Click Action > Update usage time period.

  2. Select a new usage period.

  3. Click OK.

The Active Usage Quantity column displays active usage for the time period specified in the Usage Period field (located above the Discovered Products list).

You can change the time period. Choices are:

  • All history in database

  • Previous 12 months

  • Previous 6 months

  • Previous 3 months

  • Previous month

Reconciling the Products from Finger Print and Add Remove Programs Manually

  1. Select the product (primary) that you want to reconcile.

  2. Click Action > Reconcile Products.

  3. Click OK to continue

  4. In the Selection dialog box, click the search icon to display the search results.

  5. Select the relevant discovered product (secondary) that needs to be reconciled with the product selected in Step 1.

  6. Click OK.

Compliance Data Refresh

Refreshing compliance data does the following:

  • Recalculates all discovered product installation counts

  • Recalculates compliance status for all licenses

Triggering a Refresh

Compliance data is refreshed under various circumstances. To manually trigger a refresh, you can click Action > Refresh Compliance Status on either the Licensed Products page or the Discovered Product page. A refresh is triggered automatically when you import purchase records; however, performing an auto-reconcile of licensed products won’t trigger an automatic refresh.

A refresh of a single license is triggered automatically under the following circumstances:

  • Creating or deleting an entitlement

  • Adding a purchase summary to an entitlement

  • Adding a catalog product to a license

  • Modifying a catalog product that is associated with a license

  • Adding a discovered product to a license

  • Modifying a discovered product that is associated with a license

  • Marking a discovered product installation (associated with a license) as ignored

  • Deleting a purchase record associated with a license

  • Deleting a software collection associated with a license

Viewing Refresh Details

You can see information about the latest refresh above the menu bar of both the Licensed Products page and Discovered Produce page. This information includes the following:

  • The last time a compliance refresh was started and ended

  • What initiated the refresh

  • Whether it was a refresh of all products or a single product

In addition, a licensed product’s Compliance Status page shows the time the status was last refreshed. What’s more, clicking License Management Reports > Software Compliance > Compliance Report displays a column called More Recent Recalc that indicates if a status has been refreshed more recently than the last “full refresh” of all licenses.

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