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Novell ZENWORKS 10 CONFIGURATION MANAGEMENT SP3 - COMMAND LINE UTILITIES REFERENCE 10.3 30-03-2010, Reference Manual

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Novell ZENWORKS 10 CONFIGURATION MANAGEMENT SP3 - COMMAND LINE UTILITIES REFERENCE 10.3 30-03-2010 Reference Manual Download Page 185

Working with Standard Reports

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31.5  Changing the Filter Criteria

Many reports allow you to change the report filter criteria. In some reports, the filter criteria are 
displayed in a navigation pane to the left of the report. In other reports, criteria are accessed through 
a 

Change Filter

 (or 

Change Time Period/Filter

) option at the bottom of the report.

1

Run the report. For instructions, see 

Section 31.1, “Running a Report,” on page 183

.

2

If the filter criteria are displayed in the left navigation pane, modify the criteria, then click 

Search

.

or
Click 

Change Filter

 at the bottom of the report, select one of the filters, then click 

Apply

.

Summary of Contents for ZENWORKS 10 CONFIGURATION MANAGEMENT SP3 - COMMAND LINE UTILITIES REFERENCE 10.3 30-03-2010

Page 1: ...Novell www novell com novdocx en 7 January 2010 AUTHORIZED DOCUMENTATION ZENworks 10 Asset Management Reference ZENworks 10 Asset Management SP3 10 3 March 30 2010 Reference ...

Page 2: ...t or re export to entities on the current U S export exclusion lists or to any embargoed or terrorist countries as specified in the U S export laws You agree to not use deliverables for prohibited nuclear missile or chemical biological weaponry end uses See the Novell International Trade Services Web page http www novell com info exports for more information on exporting Novell software Novell ass...

Page 3: ...ll Trademarks For Novell trademarks see the Novell Trademark and Service Mark list http www novell com company legal trademarks tmlist html Third Party Materials All third party trademarks are the property of their respective owners ...

Page 4: ...4 ZENworks 10 Asset Management Reference novdocx en 7 January 2010 ...

Page 5: ...ts 26 2 3 Monitoring Compliance 28 3 Configuring Compliance Settings 29 4 Monitoring Compliance Status 31 4 1 Home Page 31 4 2 Licensed Products List 31 4 3 Licensed Product s Compliance Status Page 32 4 3 1 License Consumption Consumption Data Source Inventory 33 4 3 2 Compliance Status Consumption Data Source Inventory 34 4 3 3 Unresolved Installations 35 4 3 4 Compliance Status Consumption Data...

Page 6: ...Per Named User Entitlements 64 7 6 3 Excluding Users from Per User Entitlements 66 7 7 Adding Contracts and Documents 67 8 Working with Discovered Products 69 8 1 How Installed Software Products Become Discovered Products 69 8 2 Viewing the Discovered Products List 70 8 3 Filtering the Discovered Products List 70 8 4 Excluding Discovered Products from Compliance Calculations 72 8 5 Adding Discover...

Page 7: ...og Product s Purchases 102 10 10 Changing a Catalog Product s General Information 102 10 11 Deleting a Catalog Product 103 10 12 Moving a Catalog Product 104 11 Working with Software Collections 105 11 1 How Software Collection Installations are Counted 105 11 2 Creating a Software Collection 106 11 3 Adding Products to a Software Collection 106 11 4 Deleting a Software Collection 107 11 5 Creatin...

Page 8: ... s Compliance Status Page 137 20 3 Discovered Product s Installation Consumption Page 138 21 Generating Usage Reports 141 Part IV Contracts 143 22 Creating New Contracts 145 23 Working with Existing Contracts 149 23 1 Viewing the Contracts List 149 23 2 Filtering the Contracts List 150 23 3 Creating a Contracts Folder 151 23 4 Copying an Existing Contract 151 23 5 Adding Documents to Contracts 152...

Page 9: ...ustom Reports 176 28 3 Contract Management Reports 176 28 3 1 Standard Reports 176 28 3 2 Sample Custom Reports 177 29 Configuring Report Rights 179 30 Configuring Report Settings 181 31 Working with Standard Reports 183 31 1 Running a Report 183 31 2 Exporting a Report 184 31 3 Viewing a Report as a Graph 184 31 4 Changing the Report Period 184 31 5 Changing the Filter Criteria 185 32 Working wit...

Page 10: ...uary 2010 33 Working with ZENworks Reporting Server Reports 197 33 1 Predefined Reports 197 33 1 1 License Allocation Reports 197 33 1 2 Purchases Reports 198 33 1 3 Software Compliance Reports 198 33 1 4 Suites Reports 199 33 2 Viewing a Predefined Report 199 ...

Page 11: ...he other documentation included with this product Please use the User Comments feature at the bottom of each page of the online documentation or go to the Novell Documentation Feedback site http www novell com documentation feedback html and enter your comments there Additional Documentation ZENworks 10 Asset Management is supported by other documentation in both PDF and HTML formats that you can ...

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Page 13: ...Setting Up License Compliance on page 25 Chapter 3 Configuring Compliance Settings on page 29 Chapter 4 Monitoring Compliance Status on page 31 Chapter 5 Generating Compliance Reports on page 39 Chapter 6 Working with Licensed Products on page 41 Chapter 7 Working with Entitlements on page 53 Chapter 8 Working with Discovered Products on page 69 Chapter 9 Working with Purchase Records on page 81 C...

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Page 15: ...yment within your organization complies with your software product license records you must reconcile three important pieces of information about the product Entitlement The rights to the software product including how where and how long the product can be used Can the user use the product only on the OEM machine with which it came Can the user install the product on multiple machines under one li...

Page 16: ...ify different license types full upgrade and so forth some might specify different license models per user per installation OEM and so forth or some might have different license periods perpetual or fixed term Catalog Products Product A OEM 8 Licenses Purchase Record Product A OEM 5 Licenses Purchase Record Product A 10 Pack 10 Licenses Discovered Products Product A 25 Installations Entitlement Pr...

Page 17: ...u purchase two 10 packs of the same software product one a full license pack and the other an upgrade license pack each of these is a separate catalog product As a result a single software product might have multiple catalog products This allows you to assign the appropriate catalog products to the appropriate entitlements In the example the catalog products that represent non OEM versions of Prod...

Page 18: ...liance Components on page 15 license entitlements are one of the three pieces of information that you need to understand and manage to effectively maintain license compliance for a software product The following sections explain concepts that apply to entitlements Section 1 2 1 Entitlement Types on page 18 Section 1 2 2 License Models on page 19 Section 1 2 3 User Sources for User Based License Mo...

Page 19: ...ense Model License Consumption Coverage Example Per Installation Each installation of the entitlement s discovered products consumes a license All devices 20 users have the product installed on one device each An additional 5 users each have the product installed on two devices There are 30 total installations and each installation consumes a license OEM A covered device consumes a license whether...

Page 20: ...one license Or DP1 is installed on one of User1 s devices and DP1 and DP2 are installed on another of User1 s devices User1 still consumes only one of the entitlement s licenses Per Named User Each covered user consumes a single license for any installations of the entitlement s discovered products regardless of the numberofinstallations Only the users you specify as covered users Same as the Per ...

Page 21: ...a calculation method that you can select usage based login based or direct assignment Both options work equally well The Authoritative User Source method provides greater automation because you don t need to manually enter user information migrate information or rely on users to complete the automated collection form If you are using Asset Management with ZENworks 7 Desktop Management you must use...

Page 22: ...a can come from two different sources Inventory Data Asset Inventory scans the devices in your ZENworks Management Zone and saves the installed software product information to the ZENworks database Asset Management maps the installation information to discovered products When a discovered product is associated with an entitlement the discovered product s installations are eligible to consume one o...

Page 23: ...dalone products Asset Management can maintain license compliance for suite products such as Microsoft Office and OpenOffice org Suites are included as discovered products in the ZENworks Knowledgebase A suite discovered product includes information about the suite members When an Inventory scan discovers a suite installed on a device for example through the registry settings the installation is co...

Page 24: ...s to the base entitlement It must belong to the same licensed product as the upgrade entitlement In other words you can t create an Upgrade Version entitlement in LicensedProduct1 and use a base entitlement from LicensedProduct2 It can be any of the three entitlement types Full License License Maintenance or Version Upgrade This supports upgrades of upgrades It can support multiple Version Upgrade...

Page 25: ... compliance for your software products you need to prepare your ZENworks Management Zone This includes configuring several Management Zone settings discovering software products that are installed on devices in your Management Zone and populating your Management Zone with software purchase information The following table explains the tasks you need to complete and where you can find specific instr...

Page 26: ...vered products used with license compliance If you have not performed a software inventory scan of the devices in your zone or if the software inventory data has not been updated recently you must scan the devices to create a list of discovered products You cannot manually create discovered products For instructions see the ZENworks 10 Configuration Management Asset Inventory Reference Record soft...

Page 27: ...g an Entitlement on page 54 Add catalog products or 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...

Page 28: ...gh level views let you see if a product is compliant undercompliant or overcompliant The detailed views let you see why a product s compliance status is what it is For instructions see Chapter 4 Monitoring Compliance Status on page 31 Generate compliance reports You can generate reports that show the compliance status for all products or only the products that have a specific compliance status You...

Page 29: ...of the following user sources Inventory user data Each device s Inventory data includes an Entered User field that associates a user to the device Device tab device Inventory page Detailed Hardware Software Inventory link Entered User field Asset Inventory does not automatically populate the Entered User field If you use this source make sure that each device has an Entered User There are three wa...

Page 30: ...uary 2010 ZENworks 10 Adaptive Agent User Management feature to be installed However the User Management feature cannot coexist with the ZENworks 7 Desktop Management Agent which results in the ZENworks 7 Desktop Management Agent being uninstalled 4b Click OK ...

Page 31: ...lists the total number of properly licensed products underlicensed products and overlicensed products You can click a status to view the licensed products with that status 4 2 Licensed Products List The Licensed Products list Asset Management tab License Management tab Licensed Products displays whether a product is properly licensed underlicensed or overlicensed You can click a licensed product t...

Page 32: ...licensed product s status shows as underlicensed A licensed product s Compliance Status page shows details about the license compliance status for each entitlement If the licensed product is non compliant you can use the details to understand what needs to be done to make it compliant To access a licensed product s Compliance Status page 1 In ZENworks Control Center click the Asset Management tab ...

Page 33: ...ll entitlements that use manually entered installation data 4 3 1 License Consumption Consumption Data Source Inventory This panel displays the installation data for discovered products associated with this licensed product For license compliance the following fields are important Net Consumption Provides the total number of installations for a discovered product All of these installations must be...

Page 34: ...er of consumed licenses The total Installations Covered for all entitlements should equal the total Net Consumption in the License Consumption Consumption Data Source Inventory panel If it does not some discovered product installations are not being covered by an entitlement These installations are listed in the Unresolved Installations panel License Quantity Displays the number of licenses includ...

Page 35: ...2 and User 4 The installation on User 4 s machine is not covered by the Version 6 entitlement because User 4 is not one of the named users and it is not covered by the Version 7 entitlement because it is the wrong version Therefore Product A has one unresolved installation of Version 6 because the installation cannot consume licenses from either of the entitlements There are several solutions to t...

Page 36: ...r and Per Named User and machine based entitlements OEM and Machine are evaluated first then any Per Installation entitlements are checked In this situation the installation would be covered by the Per Installation entitlement Example 3 Product A includes the following entitlement An Inventory scan discovers 5 installations of Product A Version 6 on Machine1 through Machine5 The installations on M...

Page 37: ... entitlement entitlement General tab Quantity Consumed Over Under Displays the license compliance status 0 indicates that the consumed licenses Licenses Consumed equal the number of available licenses License Quantity A negative number indicates that consumed licenses exceed the number of available licenses undercompliant A positive number indicates that available licenses exceed the consumed lice...

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Page 39: ...bined with the software usage and contract management report information in Part VI Reports on page 171 The following list provides direct links to compliance report sections Descriptions for all standard and custom reports Chapter 28 Standard and Custom Report Descriptions on page 173 How to run standard reports Chapter 31 Working with Standard Reports on page 183 How to create and generate custo...

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Page 41: ... Changing a Licensed Product s General Information on page 48 Section 6 7 Adding Custom Fields to Licensed Products on page 49 Section 6 8 Merging Licensed Products on page 51 Section 6 9 Deleting a Licensed Product on page 52 Section 6 10 Moving a Licensed Product on page 52 6 1 Viewing the Licensed Products List You can view a list of all of your licensed products The list provides general infor...

Page 42: ...y the allocation details 6 2 Filtering the Licensed Products List You can filter the Licensed Product list to display only the licensed products that meet certain criteria 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 In the Search panel located next to the Licensed Products panel specify the criteria to use for the filter A ...

Page 43: ...he current folder and its subfolders 4 Click Search to apply the search criteria and filter the list 6 3 Creating a Licensed Product Folder You can create folders in the Licensed Products list to better organize your licensed products All folders are displayed at the top of the list 1 In ZENworks Control Center click Asset Management License Management Licensed Products 2 In the Licensed Products ...

Page 44: ...ed with an entitlement as ignored 6 4 2 Manually Triggering a Refresh You can manually trigger a refresh of the compliance status for all licensed products You cannot manually trigger a refresh of an individual licensed product 1 In ZENworks Control Center click Asset Management License Management to display the License Management page 2 Click Licensed Products to display the Licensed Products pag...

Page 45: ...icensed Product 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 Click New Licensed Product to launch the Create New Licensed Product Wizard 4 On the General Information page fill in the following fields Manufacturer Optional The manufacturer of the product Licensed Product Required The name of the product Version Optional The p...

Page 46: ...tifies any catalog products that might match the licensed product Lets you choose whether or not to add the catalog products to the licensed product s entitlement When you run the Auto Reconcile Wizard you should select discovered products that require the same entitlement license model As mentioned above the wizard applies the same entitlement to all licensed products created during the process I...

Page 47: ...roducts to Create This page lists all the discovered products that meet the filter criteria defined on the previous page The first column displays the name of the licensed product that will be created The second column displays the discovered product that will be associated with the licensed product The third column displays any catalog products that the wizard thinks are candidates for associatio...

Page 48: ...uct must have at least one entitlement This page lets you specify a description and license model for the entitlement that will be added to the licensed products you are creating Description Add a description for the license entitlement The entitlement description serves as a name for the entitlement and identifies it in the licensed product s entitlement list The description can reflect the produ...

Page 49: ...ot included in the predefined general information You can add as many custom fields as you d like For information see Section 6 7 Adding Custom Fields to Licensed Products on page 49 6 7 Adding Custom Fields to Licensed Products A licensed product includes predefined fields for recording the product s manufacturer name and version These fields are displayed on the licensed product s General page Y...

Page 50: ...lt value must be valid for the field s data type For example the default cannot be A if the data type is Integer Data Type Select the type of data allowed in the field Character Integer Decimal or Date Size Specify the maximum number of alphanumeric characters allowed in the field This applies only to character type fields Edit Type Determines how you enter values into the field There are three op...

Page 51: ... panel select the licensed products you want to merge 3 Click Action Merge Licensed Products 4 In the Target Product list select the licensed product into which all the selected products will be merged then click OK The products are merged The target product is displayed in the Licensed Products list and all other merged products are deleted Choice List Values This page appears if you chose List o...

Page 52: ...isplay the Licensed Products page 2 In the Licensed Products panel select the licensed product you want to delete 3 Click Delete then click OK to confirm the deletion 6 10 Moving a Licensed Product You can move a licensed product from one folder to another in the Licensed Product list 1 In ZENworks Control Center click Asset Management License Management Licensed Products to display the Licensed P...

Page 53: ... full license agreement and a version upgrade agreement The following sections explain the tasks associated with managing entitlements Section 7 1 Viewing a Licensed Product s Entitlements on page 53 Section 7 2 Creating an Entitlement on page 54 Section 7 3 Adding Catalog Products on page 58 Section 7 4 Adding Purchase Summary Records on page 60 Section 7 5 Adding Discovered Products on page 61 S...

Page 54: ...to the entitlement or purchase summary records created for the entitlement Click the quantity number to manage view add or remove the catalog products and purchase summary records that are contributing to the total license quantity Quantity Available The number of available licenses This is calculated by subtracting licenses consumed from the total number of licenses Versions Covered This column i...

Page 55: ...nter the installation data see Section 7 2 2 Creating a Manual Entitlement on page 57 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 Click the product for which you want to create an entitlement 4 Click the License Entitlements tab 5 In the Entitlements Consumption Data Source Inventory panel click New to launch the Create New...

Page 56: ...t Entitlement Type Select the type of license represented by the entitlement Full License Entitles the user to new product installations as opposed to upgrade installations Version Upgrade Entitles the user to upgrade a previous product version to the new version This option is not displayed when creating the first entitlement for a licensed product License Maintenance Entitles the user to new pro...

Page 57: ... Manual Entitlement 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 Click the product for which you want to create an entitlement 4 Click the License Entitlements tab 5 In the Entitlements Consumption Data Source Manual panel click New to launch the Create New Entitlement Wizard Complete the wizard by using the information in t...

Page 58: ... as opposed to upgrade installations Version Upgrade Entitles the user to upgrade a previous product version to the new version This option is not displayed when creating the first entitlement for a licensed product License Maintenance Entitles the user to new product installations and subsequent maintenance versions Entitlement Upgrade This page is displayed only if you selected Version Upgrade a...

Page 59: ...In the Entitlements panel click the entitlement to which you want to add catalog products 6 Click the Proof of Ownership tab 7 In the Catalog Products panel click Add 8 Select the desired catalog products then click OK to add them to the Catalog Products panel The Catalog Products panel displays each catalog product s Purchase Quantity which is the number of units of the catalog product that you v...

Page 60: ...t and entitlement with which it is now associated 7 4 Adding Purchase Summary Records A purchase summary record lets you add licenses to an entitlement without requiring a catalog product or a purchase record 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 Click the licensed product with the entitlement 4 Click the License Enti...

Page 61: ...Click Next to display the Summary page 10 Click Finish to create the purchase summary record 7 5 Adding Discovered Products To associate product installations with a licensed product you add discovered products to the licensed product s entitlements Discovered products can only be added to Inventory entitlements Manual entitlements do not use discovered products There are two ways to add a discove...

Page 62: ...dd Installed Discovered Products if you only want to choose from discover products that are installed in your Management Zone or Click Add Any Discovered Product to see all discovered products contained in the ZENworks Knowledgebase 8 Select the desired discovered products then click OK to add them to the Discovered Product Versions Covered panel 7 5 2 Using the Discovered Products List to Add Dis...

Page 63: ... Entitlements on page 63 Section 7 6 2 Adding Covered Users to Per Named User Entitlements on page 64 Section 7 6 3 Excluding Users from Per User Entitlements on page 66 7 6 1 Adding Covered Devices to OEM and Machine Entitlements When you create an entitlement with an OEM or Machine license model you must specify the devices that you want covered by the entitlement Only the covered devices are el...

Page 64: ...rch results Device Filter The filters let you define specific criteria that a device must meet to be included in the search results Use the Add Filter Add Filter Set and Insert Filter options to create the search criteria Maximum Number of Devices to Display Specify the maximum number of devices to include in the search results 6 In the Columns to Display in Search Results list Ctrl click and Shif...

Page 65: ...ered Users list then click OK or If you are selecting users from the Inventory data source do the following 5a Use the Search Criteria to specify which users you want to display If you don t want to limit the search results skip to Step 5b User Filter The filters let you define specific criteria that a user must meet to be included in the search results Use the Add Filter Add Filter Set and Insert...

Page 66: ...he Covered Users panel click Add Users with Product Installed if you only want to see users who have the product installed or Click Add Any Users if you want to see all users 5 If you are selecting users from the authoritative user source browse for and select the users you want to add to the Covered Users list then click OK or If you are selecting users from the Inventory data source do the follo...

Page 67: ...ur Asset Management system If not see Part IV Contracts on page 143 and Part V Documents on page 163 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 Click the licensed product with the entitlement 4 Click the License Entitlements tab 5 In the Entitlements panel click the entitlement to which you want to add contracts or documen...

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Page 69: ... 8 9 Assigning a Standards Category on page 77 Section 8 10 Viewing the Inventory Products Included in a Discovered Product on page 78 Section 8 11 Refreshing Compliance Status on page 79 8 1 How Installed Software Products Become Discovered Products Asset Management includes a product Knowledgebase that includes over 27 000 predefined discovered products The following process is used to map insta...

Page 70: ...is the manufacturer Product A is the product 8 5 is the version and Windows is the platform Click the name to display the discovered product s details Excluded Indicates if the discovered product is excluded from compliance calculations Excluded products cannot be added to a licensed product Licensed Product The licensed product with which the discovered product is associated Click the licensed pr...

Page 71: ...tus 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 A...

Page 72: ...not available 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Discovered Products 3 Select the product you want to exclude 4 Click Action Exclude 8 5 Adding Discovered Products to Licensed Products To associate product installations with a licensed product you add discovered products to the licensed product s entitlements Discovered products can o...

Page 73: ...Installed Discovered Products if you only want to choose from discover products that are installed in your Management Zone or Click Add Any Discovered Product to see all discovered products contained in the ZENworks Knowledgebase 8 Select the desired discovered products then click OK to add them to the Discovered Product Versions Covered panel 8 5 2 Using the Discovered Products List to Add Discov...

Page 74: ...appears in the list The following steps assume that you are adding discovered products to an existing software collection If you need to create a software collection see Chapter 11 Working with Software Collections on page 105 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Discovered Products 3 Select the discovered products that you want to add ...

Page 75: ... of installations 8 8 Adjusting a Discovered Product s Installation Count A discovered product provides a count of the total number of installations for the product If necessary you can manually adjust this count by ignoring installations or adding to the installation count 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Discovered Products ...

Page 76: ...d See Step 5 for instructions Recognized Installations The number of installations included in the total installation count Additional Consumption The number of additional installations you want to add to the recognized installations See Step 6 for instructions Net Consumption The total number of installations included in the discovered product s installation count This is equal to Recognized Inst...

Page 77: ...dard Non Standard and Standard Violation categories to track standards compliance across all discovered products Or you might make the categories more specific such as Standard Desktop Non Standard Desktop Standard Desktop Violation Standard Server Non Standard Server and Standard Server Violation The Discovered Products list includes a column to show each discovered product s standards category I...

Page 78: ...egory by typing it in the field 5 Click Apply 8 10 Viewing the Inventory Products Included in a Discovered Product Each discovered product provides a list of the Inventory products that have been consolidated into the discovered product see Section 8 1 How Installed Software Products Become Discovered Products on page 69 To view this list 1 In ZENworks Control Center click the Asset Management tab...

Page 79: ...y Triggering a Refresh on page 80 Section 8 11 3 Viewing Refresh Details on page 80 8 11 1 Automatically Refreshing Status The compliance status for all licensed products is automatically refreshed at the following times When you import purchase records This ensures that a product s compliance status immediately reflects any newly purchased licenses Each day at the time specified for the complianc...

Page 80: ...ed Products to display the Discovered Products page A compliance refresh can also be triggered from the Licensed Products page 3 In the Discovered Products panel click Actions Refresh Compliance Status 8 11 3 Viewing Refresh Details You can see information about the latest refresh above the menu bar of both the Discovered Products page and Licensed Products page This information includes the follo...

Page 81: ...rchase records Section 9 1 Viewing the Purchase Records List on page 81 Section 9 2 Filtering the Purchase Records List on page 82 Section 9 3 Creating a Purchase Record Folder on page 82 Section 9 4 Creating Purchase Records on page 83 Section 9 5 Viewing a Purchase Record s Details on page 86 Section 9 6 Changing a Purchase Record s General Information on page 88 Section 9 7 Deleting a Purchase ...

Page 82: ... match folders purchase records or both Reseller Select a specific reseller or select Any to match any reseller Order Date Select one of the following to match Any Ignore the order date Match any purchase record On Match purchase records whose order date is on the specified date Click to specify the date Before Match purchase records whose order date is before the specified date Click to specify t...

Page 83: ...chase records is to import them from files supplied by resellers Asset Management can import purchase records from CompuCom Insight KMD SAP SHI and Softchoice In addition there is generic import format that you can use see Working with Import Files on page 89 If you are unable to import data from a supported import file you must manually create purchase records Section 9 4 1 Importing Purchase Rec...

Page 84: ...ess is displayed above the Purchase Records list You can also click the Import Status tab to see the progress of the import and a record of previous imports When the import is complete the new purchase records are added to the list 6 Click a purchase record to display its information The General page displays information about the reseller purchaser and purchase date 7 Click the Purchase Details t...

Page 85: ...urchase record object defaults to Unknown MM_DD_YY where MM_DD_YY is the current date in the appropriate locale format Order Date The date the product was ordered To select a date click select a date then click OK If you provide a PO number but not a date this field defaults to the current date 5 Click Next to display the New Purchase Record Summary page 6 Select Define Additional Properties then ...

Page 86: ...y the catalog product Product Specify the name of the product as indicated in your purchase record This should be as specific as possible For example if the product is Product B 10 License Pack enter that name rather than Product B Licenses Per Package Specify the number of licenses that come in the package 8b Click Next to display the New Purchase Detail page then fill in the following fields to ...

Page 87: ...he reseller purchaser and purchase date 4 Click the Purchase Details tab On the Purchase Details page each software product purchase included in the purchase record is associated with a catalog product That catalog product consumes the licenses included in the purchase You can view all catalog products by clicking the License Management tab Catalog Products ...

Page 88: ...e order Recipient Country Use these fields to provide information about the order recipient For each field select a value from the list or enter a new value Notes Add any information you want to retain with the purchase order Order Date Click to select the purchase date Reseller Select the reseller from the list or enter a new reseller 4 Click Apply to save the changes 9 7 Deleting a Purchase Reco...

Page 89: ...ent Reseller Connector Report SHI License Compliance Report KMD Asset Report Automatic import from SAP with relevant data for asset management The following information is provided if you need to modify a reseller import file or if you want to create a standard Asset Management import file Section 9 9 1 Format on page 89 Section 9 9 2 Fields on page 89 9 9 1 Format Import files are tab delimited A...

Page 90: ...re required PO PO_NUMBER PURCHASEORDER OrderDate ORDERDATE ProductName ITEMDESC and PurchaseQty QTYORD Removing these fields causes the import to fail The LicensesPerPackage field is also required however if it is missing the importer assigns a default value of 1 All non required fields can be removed if desired When doing so remove both the field column header and the field text in each subsequen...

Page 91: ...xample 18 JUL 2010 3 Reseller The reseller from whom the products in this order were purchased The maximum field length is 64 characters 4 Recipient SHIPCONTACTNAME The individual to whom the products in this order were shipped The maximum field length is 32 characters 5 CompanyName COMPANYNAME The name of the company or entity that executed the order The maximum field length is 32 characters 6 Sh...

Page 92: ...r description of the purchased product This field is required The Manufacturer ProductName Version ProductType and LicensesPerPackage fields are used to determine the existence of a unique product The maximum field length is 255 characters 16 Version The version of the purchased product The Manufacturer ProductName Version ProductType and LicensesPerPackage fields are used to determine the existen...

Page 93: ...acters 21 PurchaseQty QTYORD The number of product units purchased in the order This must be a single value Range values for example 1 25 are not supported and cause the record to be skipped during import The value must be between 1000000 and 1000000 22 Serial The software serial number associated with the ordered product The maximum field length is 40 characters 23 Site1 The Site Department and C...

Page 94: ...UnitPrice is the actual price paid for one product unit The Extended Price is the cost for all the purchased product units If no value exists in the ExtendedPrice field a value is calculated based on the values of the PurchaseQty and UnitPrice fields If a value exists it is imported and is not checked to see if it matches a calculated value If currency symbols and thousands separators appear in th...

Page 95: ...tion 10 10 Changing a Catalog Product s General Information on page 102 Section 10 11 Deleting a Catalog Product on page 103 Section 10 12 Moving a Catalog Product on page 104 10 1 Viewing the Catalog Products List You can view a list of all of your catalog products The list provides general information about each catalog product such as the number of licenses included in one unit of the product c...

Page 96: ... entitlement to which the catalog product is assigned Click the entitlement to display the entitlement s Proof of Ownership page You can use this page to manage view add or remove the catalog product s association with the entitlement 10 2 Filtering the Catalog Products List By default the Catalog Products list displays all catalog products that are not excluded from compliance calculations You ca...

Page 97: ... Match all catalog products Reconciled Match catalog products that are assigned to licensed products Unreconciled Match catalog products that are not assigned to licensed products Include Subfolders Select this option to search the current folder and its subfolders 4 Click Search to apply the search criteria and filter the list 10 3 Excluding Catalog Products from Compliance Calculations If you ha...

Page 98: ...roduct For instructions about how to import purchase records see Section 9 4 1 Importing Purchase Records on page 83 10 5 Creating Catalog Products Manually You can manually create catalog products The catalog product defines the software product but does not include any licenses To include the software product s licenses in the catalog product you must associate the catalog product with the purch...

Page 99: ...ith the catalog product The license quantity included in the purchase detail is added to the catalog product For instructions see Section 9 4 2 Manually Creating Purchase Records on page 85 Wizard Page Details General Information Fill in the following fields Manufacturer Specify the manufacturer of the product Product Specify the name of the product as indicated in your purchase record This should...

Page 100: ... License Management page click Licensed Products 3 Click the licensed product with the entitlement 4 Click the License Entitlements tab 5 In the Entitlements panel click the entitlement to which you want to add catalog products 6 Click the Proof of Ownership tab 7 In the Catalog Products panel click Add 8 Select the desired catalog products then click OK to add them to the Catalog Products panel T...

Page 101: ... 8 Creating a Catalog Product Folder You can create folders in the Catalog Products list to better organize your catalog products All folders are displayed at the top of the list 1 In ZENworks Control Center click Asset Management License Management Catalog Products to display the Catalog Products page 2 Click New Folder to display the New Folder dialog box 3 Fill in the following fields Name Spec...

Page 102: ...product to display its Details page 4 Click the Purchases Licenses tab Each purchase record represents a purchase The Quantity Purchased is the number of units of the catalog product that were purchased The License Quantity is the total number of licenses included in the purchase 10 10 Changing a Catalog Product s General Information A catalog product includes general information such as its manuf...

Page 103: ...roduct is associated Licenses Per Package Specify the number of licenses included in the software product package unit represented by the catalog product Changing the licenses per package affects the total licenses assigned to the catalog product For example if three purchase records include purchases of the product and you change the licenses per package from 10 to 20 the total licenses for the c...

Page 104: ...talog Product You can move a catalog product from one folder to another in the Catalog Product list 1 In ZENworks Control Center click Asset Management License Management Catalog Products to display the Catalog Products page 2 In the Catalog Products panel select the catalog product you want to move 3 Click Move to display the Move Catalog Product s dialog box 4 Browse for and select the target fo...

Page 105: ...How Software Collection Installations are Counted on page 105 Section 11 2 Creating a Software Collection on page 106 Section 11 3 Adding Products to a Software Collection on page 106 Section 11 4 Deleting a Software Collection on page 107 Section 11 5 Creating a Software Collection Folder on page 107 Section 11 6 Moving a Software Collection on page 108 11 1 How Software Collection Installations ...

Page 106: ...ducts to a Software Collection 11 3 Adding Products to a Software Collection 1 In the Software Collections list click the software collection to which you want to add products 2 Click the Member Products tab 3 Add discovered products as members of the collection 3a In the Discovered Products panel click Add Installed Discovered Products if you want to see only discovered products that are installe...

Page 107: ...product by clicking the check box next to it then click Action Clear Required 4b To change a non required product to required select the product by clicking the check box next to it then click Action Set Required 11 4 Deleting a Software Collection You can remove a software collection from the Software Collections list by deleting it If the software collection is assigned to a licensed product it ...

Page 108: ...r in which to place the new folder Description Specify any optional information to identify the folder 4 Click OK to create the folder 11 6 Moving a Software Collection You can move a software collection from one folder to another in the Software Collections list 1 In ZENworks Control Center click the Asset Management tab 2 Click Software Collections 3 In the Software Collections panel select the ...

Page 109: ...es within your organization to track ownership and distribution of the licenses Chapter 12 License Allocation Concepts on page 111 Chapter 13 Preparing Demographic Data on page 113 Chapter 14 Allocating Licenses on page 117 Chapter 15 Working with License Allocations on page 125 Chapter 16 Generating Allocation Reports on page 127 ...

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Page 111: ... number of installations You decide to allocate 35 licenses to DepartmentQ which you can do even though you only have 30 purchased licenses The compliance status remains undercompliant because the purchased licenses not the allocated licenses are used when calculating compliance In some instances license allocations might help you resolve compliance problems For example you notice that Product A i...

Page 112: ...Inventory data there are several ways to ensure that devices include the correct data These methods are discussed in Chapter 13 Preparing Demographic Data on page 113 A single licensed product can include both types of allocations For example DepartmentQ purchases 15 ProductA licenses At the same time your IT organization purchases 10 ProductA licenses for miscellaneous use throughout the organiza...

Page 113: ...ice s installations to be tracked against the license allocations For example you allocate 10 ProductA licenses to Site1 If Device1 is associated with Site1 Device1 s installation of ProductA is tracked against Site1 s allocations Otherwise it is not Enables you to use the Initialize Allocations Wizard to create a licensed product s initial allocations based on the devices demographic data For exa...

Page 114: ...ialize Allocations Wizard to create a licensed product s initial demographic allocations based on the demographic data in the purchase records For example assume that you are initializing license allocations for ProductA based on the Department demographic PurchaseRecord1 includes 10 ProductA licenses assigned to DepartmentQ PurchaseRecord2 includes 20 ProductA licenses assigned to DepartmentZ The...

Page 115: ... the changes 13 3 Adding Demographic Data to Purchase Record Import Files Adding demographic data to purchase record import files is optional You need to do so only if you want to automatically update existing demographic allocation counts for a licensed product when you import a new purchase record containing the product or if you want to initialize allocations using purchase records For example ...

Page 116: ...e allocation from the purchase record demographic data any product installations on a device assigned to Site1 are not matched to the SiteOne allocation In order to synchronize your demographic data you can replace your purchase records demographic values with values from your Inventory device data For example you could replace all occurrences of SiteOne in purchase records with Site1 1 In ZENwork...

Page 117: ...ial allocations you can add additional allocations or modify the initial allocations If you plan to create demographic allocations you should ensure that your devices and purchase records include the correct demographic data For information see Chapter 13 Preparing Demographic Data on page 113 To initialize allocations for a licensed product 1 In ZENworks Control Center click the Asset Management ...

Page 118: ...rtment demographic PurchaseRecord1 includes 10 ProductA licenses assigned to DepartmentQ PurchaseRecord2 includes 20 ProductA licenses assigned to DepartmentZ For ProductA the wizard allocates 10 licenses to DepartmentQ and 20 licenses to DepartmentZ Initialize from Inventory Allocates licenses based on demographic data associated with Inventory device data For example assume that you are initiali...

Page 119: ...d licenses than product installations Device allocations created by the wizard are listed in the Device Allocations panel The following information is provided for each device allocation Machine Name Login Name and IP Address Standard information about the device including the login name of the user who was logged in at the time the device was inventoried Site Department Cost Center Demographic da...

Page 120: ...in your Inventory device data or purchase records data 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 In the Licensed Products list click the licensed product for which you want to allocate licenses 4 Make sure that demographic allocations are enabled for the product 4a Click the General tab 4b In the License Allocation Settin...

Page 121: ...ist of the devices Allocated Quantity The number of licenses allocated to the demographic You can change this number to allocate more or fewer licenses Installed Quantity The number of product installations on devices assigned to the demographic Variance The difference between the number of allocated licenses and the number of product installations assigned to the demographic Allocated Quantity In...

Page 122: ... installed The Search for Device dialog box is displayed 7 In the Device Type field select whether you want to search Managed Devices Inventoried Devices Managed or Inventoried Devices ZAM Migrated Devices or All If you are not sure of the device type select All 8 To limit the search use the filters to create the search criteria If you don t create filters all devices or all devices with the produ...

Page 123: ...ne or more of the fields is empty the device s inventory data does not contain that information Installed Quantity The number of installations of the licensed product on the device This should typically be 1 Duplicate Allocation Includes a check mark if the device s installation is also included in a demographic allocation Installations with No Allocations Displays the number of installations that...

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Page 125: ...r a Demographic Allocation on page 125 Section 15 2 Removing Allocations on page 126 15 1 Adjusting the License Quantity for a Demographic Allocation You can manually increase or decrease the number of licenses allocated to a site department or cost center 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 In the Licensed Products...

Page 126: ... Apply to save the changes 15 2 Removing Allocations 1 In ZENworks Control Center click the Asset Management tab 2 On the License Management page click Licensed Products 3 In the Licensed Products list click the licensed product from which you want to remove allocate licenses 4 Click the License Allocations tab 5 Select the check box next to the allocation you want to remove then click Remove ...

Page 127: ...llocation and allocation related data In addition to viewing predefined reports you can create custom reports and export reports to several file formats The ZENworks Reporting Server is used to generate allocation reports For information about the ZENworks Reporting Server and the available allocation reports see Chapter 33 Working with ZENworks Reporting Server Reports on page 197 ...

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Page 129: ... your organization Knowing the demand for particular applications can help you better manage the number of licenses you need Chapter 17 Software Usage Concepts on page 131 Chapter 18 Configuring Usage Settings on page 133 Chapter 19 Setting Up Web Applications on page 135 Chapter 20 Monitoring Usage on page 137 Chapter 21 Generating Usage Reports on page 141 ...

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Page 131: ...ucts Software products defined in the ZENworks Knowledgebase that are installed on devices in your Management Zone Local Software Products Installed software products that you define because they are not registered as discovered products in the ZENworks Knowledgebase In essence they are administrator defined discovered products When they are defined they are displayed in the Discovered Products li...

Page 132: ...r pages see Chapter 20 Monitoring Usage on page 137 For detailed information however you must generate usage reports Usage reports let you analyze usage data from multiple perspectives such as the following Usage by product type local application network server application and Web application Usage by product user or device Usage over a specific time period For information about generating reports...

Page 133: ...e Usage Monitoring option is selected then click OK If this option is not enabled no usage statistics are collected from devices 4 Click Usage Display You can decide whether or not to show usage data on License Management pages in ZENworks Control Center Displaying usage data can cause the pages to load more slowly while the usage data is retrieved For information about where usage data is display...

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Page 135: ...on The version of the application Application Recognition A Web application is recognized by the text that is displayed in the browser window s title bar excluding the browser name when viewing the application You can specify one or more titles to associate with the Web application A Web application is considered to be in use until all windows you have defined are closed 1 In the Window Title s fi...

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Page 137: ... in the list The Usage Period field displayed above the list determines the time period for the usage data To change the time period click Action Update Usage Time Period select a new usage period then click OK Filter the list to display only the products that have been used In the Search panel set the Usage Status field to With Usage then click Search If you want to see the usage hours for each i...

Page 138: ... Usage Period field displayed above the License Consumption panel determines the time period for the usage data To change the time period click Action Update Usage Time Period select a new usage period then click OK 20 3 Discovered Product s Installation Consumption Page A discovered product s Installation Consumption page shows the number of usage hours for each installation To access a discovere...

Page 139: ...of hours the product has been used on the device during the current usage period The Usage Period field displayed above the list determines the time period for the usage data To change the time period click Action Update Usage Time Period select a new usage period then click OK You can also filter the list to display only the products that have been used In the Search panel set the Usage Status fi...

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Page 141: ...The compliance report information is combined with the license management and contract management report information in Part VI Reports on page 171 The following list provides direct links to usage report sections Descriptions for all standard and custom reports Chapter 28 Standard and Custom Report Descriptions on page 173 How to run standard reports Chapter 31 Working with Standard Reports on pa...

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Page 143: ...et Management lets you manage contracts for your organization s assets Chapter 22 Creating New Contracts on page 145 Chapter 23 Working with Existing Contracts on page 149 Chapter 24 Working with Date Notifications on page 155 Chapter 25 Generating Contract Reports on page 161 ...

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Page 145: ...ts You can then monitor the status of the contracts and generate reports showing various contract details To create a contract 1 In ZENworks Control Center click the Asset Management tab 2 Click the Contract Management tab 3 Click Contracts 4 In the Contracts panel click New Contract to launch the Create New Contract Wizard Complete the wizard by using information from the following table to fill ...

Page 146: ...act Type Select one of the fourteen predefined contract types or type a custom one of your own Status Select Pending Active or Expired You can also type a custom status of your own Original Start Date Click to select the beginning date for the contract This date and the end date are required for annualized financial information Current End Date Click to select the current end date for the contract...

Page 147: ...xample if you have associated the contract with license entitlements on the Relationships page the Per Licensed Product field displays the total cost per licensed product Annualized Cost This data requires that an Original Start Date and Current End Date be defined on the General page Annualized Cost per Item This is displayed if the Item is included on the Relationships page For example if you ha...

Page 148: ...lready have been added to the Asset Management system For more information about adding documents see Section 23 5 Adding Documents to Contracts on page 152 Renewals Renew the contract by adding the renewal date and new end date Each renewal record is added to the Renewal History list Relationships Associate the contract with devices users licensed products and demographics sites departments and c...

Page 149: ...s Control Center click the Asset Management tab 2 Click the Contract Management tab then click Contracts The list provides the following information for each contract Contract ID The identification number given to the contract You can click the contract ID to display the contract s details Name The descriptive name given to the contract Type The type of contract for example Lease SLA or Technical ...

Page 150: ...t Active Match contracts that are currently within their start date and end date Expired Match contracts that have passed their end date Pending Match contracts whose start date is in the future Expiration Status Select one of the following to match Any Ignore the expiration status Match any contract Expired Match contracts that have passed their end date Expiring within 60 Days Match contracts wi...

Page 151: ... Name Specify a name for the folder The name must be unique among all other folders and contracts at the same level Folder Browse for and select the folder in which to place the new folder Description Specify any optional information to identify the folder 4 Click OK to create the folder 23 4 Copying an Existing Contract You can copy an existing contract to create a new contract When you do so the...

Page 152: ...nt you can create the contract and then edit it At that point you can select any existing contract 4 Click OK to create the new contract and add it to the Contracts list 23 5 Adding Documents to Contracts Many physical contracts have physical documents associated with them To retain the physical documents with the contract in your Asset Management system you can add electronic versions of the docu...

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Page 155: ... Filtering the Date Notifications List on page 158 Section 24 6 Creating Date Notification Folders on page 159 Section 24 7 Moving a Date Notification on page 159 Section 24 8 Deleting a Date Notification on page 160 24 1 Specifying an E Mail Server For date notifications to be sent your ZENworks system must have an SMTP server specified as its e mail server You configure the e mail server on the ...

Page 156: ...itional Recipients field If the Contacts list contains addresses select an address and move it to the To list The Contacts list contains e mail addresses only if they have been imported from the Inventory data see Configuring E mail Addresses in the ZENworks 10 Configuration Management Asset Inventory Reference Additional Recipients You must add at least one default recipient To do so you can use ...

Page 157: ...hen complete Select this option to delete the notification after all instances of the notification have been sent Message Subject The default message subject includes the source contract and date field If desired specify a different subject Message Content The default message content identifies the contract and the event You can modify the message content as necessary From Specify the e mail addre...

Page 158: ... applies You can click the contract ID to display the contract s details Field The date field to which the notification applies Status The status of the date notification Pending The first notification message has not been sent yet In Progress One or more notification messages have been sent and more are scheduled to be sent Completed All scheduled notification messages have been sent Disabled The...

Page 159: ...ia and filter the list 24 6 Creating Date Notification Folders You can create folders in the Date Notifications list to better organize your notifications All folders are displayed at the top of the list 1 In ZENworks Control Center click Asset Management Contract Management Date Notifications 2 In the Date Notifications list click New Folder to display the New Folder dialog box 3 Fill in the foll...

Page 160: ...r click Asset Management Contract Management Date Notifications 2 Select the check box next to the notification you want to delete 3 Click Delete then click OK to confirm the deletion You can also delete a date notification by deselecting the Date Notification check box associated with the appropriate date field For example you could delete the Current End Date notification by deselecting the Date...

Page 161: ...rmats The contract report information is combined with the software usage and license management report information in Part VI Reports on page 171 The following list provides direct links to compliance report sections Descriptions for all standard and custom reports Chapter 28 Standard and Custom Report Descriptions on page 173 How to run standard reports Chapter 31 Working with Standard Reports o...

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Page 163: ... Documents Novell ZENworks Asset Management lets you upload document files and associate them with licensed products contracts and purchase summary records Chapter 26 Uploading Documents on page 165 Chapter 27 Working with Documents on page 167 ...

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Page 165: ...ument Wizard Complete the wizard by using information from the following table to fill in the fields 3 Click Finish to upload the document Wizard Page Details Specify Document File to Add Specify the file in the File Name field or click Browse to search Document File Information Fill in the following fields Document ID Specify a file ID Local Path Displays the path of the file Source Location Spec...

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Page 167: ...d whether or not it is associated with a licensed product contract or purchase summary record 1 In ZENworks Control Center click the Asset Management tab 2 Click the Documents tab The list provides the following information for each document Document ID The identification number given to the document You can click the document ID to display the document s details File Name The document s filename ...

Page 168: ...se insensitive If the text you enter is included in any part of a filename the document matches the criteria Type Select whether you want to match folders documents or both File Type Select a specific file type or select Any to match any file type Attachment Status Select one of the following to match Any Ignore the attachment status Match any document Attached Match documents that are associated ...

Page 169: ...for and select the folder in which to place the new folder Description Specify any optional information to identify the folder 4 Click OK to create the folder 27 4 Attaching Documents to Licensed Products Contracts and Purchase Summary Records 1 In ZENworks Control Center click Asset Management Documents 2 Click the document ID 3 Click the Relationships tab 4 In the Contracts License Entitlements ...

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Page 171: ...not include the information you need you can create custom reports Chapter 28 Standard and Custom Report Descriptions on page 173 Chapter 29 Configuring Report Rights on page 179 Chapter 30 Configuring Report Settings on page 181 Chapter 31 Working with Standard Reports on page 183 Chapter 32 Working with Custom Reports on page 187 Chapter 33 Working with ZENworks Reporting Server Reports on page ...

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Page 173: ...on data Section 28 1 1 Standard Reports on page 173 Section 28 1 2 Sample Custom Reports on page 174 28 1 1 Standard Reports Folder Report Description Software Compliance Compliance Report Shows the compliance status for all licensed products Includes general details such as the number of unreconciled catalog and discovered products For each licensed product includes details such as license quanti...

Page 174: ...th which the standalone components are associated Other Reports Inventory Comparison Shows all Inventory products those products discovered by Inventory scans with the discovered products to which they are mapped Includes details such as installation quantity the number of standalone installations and suite component installations and whether or not the Inventory product is excluded from license c...

Page 175: ...e Served Application Usage by User Shows served application usage grouped by user Application Usage Served Application Usage by Device Shows served application usage grouped by device Application Usage Usage Collection History Shows a history of data collection Web Application Usage Web Application Usage by Application Shows Web application usage grouped by application Web Application Usage Web Ap...

Page 176: ...ge grouped by device Folder Report Description Software Application Usage Software Applications Not Used in 90 Days Shows the applications that haven t been used in the previous 90 days Software Application Usage Software Usage on Virtual Machines Shows software usage on virtual machines Software Application Usage Workstations with Suspicious Software Used Within 7 Days Shows the workstations with...

Page 177: ...ts Contract Management Reports Parent Child Details Shows a hierarchical list of contracts and indicates parent child relationships Folder Report Description Contract Management Active Contracts with No Associated Assets Shows active contracts that have no associated assets that is no workstation or network devices Contract Management Active Software Maintenance Contracts Shows the active contract...

Page 178: ...ary 2010 Contract Management Lease Schedules Ending within 60 Days Shows contracts with a lease schedule and a current end date within 60 days of the report run date Contract Management Pending Contracts Shows all the pending contracts Folder Report Description ...

Page 179: ...strators panel click an administrator 3 In the Administrator Tasks panel located in the left navigation panel click Asset Management Report Rights 4 Select the folders you want to change the rights to 5 Click Edit then click one of the following Remove All Rights Removes all rights to the folder so the administrator cannot see it Assign View Execute Rights Allows the administrator to view and exec...

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Page 181: ...click Reports 3 Configure the following options Wait to run reports until search is pressed By default a report runs when you click it Select this option to display the search criteria before running the report the report runs only after you click the Search button Do not show usage on License Management reports Many of the License Management license compliance and license allocation reports inclu...

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Page 183: ...anagement tab then click License Management Reports or For software usage reports click the Software Usage tab or For contract management reports click the Contract Management tab then click Contract Management Reports 3 In the Standards Reports panel locate the report you want to run In some cases you might need to open a folder to see the report you want Within a folder reports are listed by nam...

Page 184: ...ta sets if you include many values the graphs might become hard to read Use the filter and grouping criteria to limit the amount of data shown 1 Run the report For instructions see Section 31 1 Running a Report on page 183 2 Click Graph at the bottom of the report If the report includes more items than are listed in the current display for example 1 to 100 of 226 products a Graph All option is add...

Page 185: ... the left of the report In other reports criteria are accessed through a Change Filter or Change Time Period Filter option at the bottom of the report 1 Run the report For instructions see Section 31 1 Running a Report on page 183 2 If the filter criteria are displayed in the left navigation pane modify the criteria then click Search or Click Change Filter at the bottom of the report select one of...

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Page 187: ...n page 195 32 1 Creating a Custom Report 1 In ZENworks Control Center click the Asset Management tab 2 For license compliance and license allocation reports click the License Management tab then click License Management Reports or For software usage reports click the Software Usage tab or For contract management reports click the Contract Management tab then click Contract Management Reports 3 In ...

Page 188: ...ilter criteria in the Field Operator and Value fields Use the icons to add filters or click the icon to delete a filter Click OR or AND to toggle back and forth between the two operators Summary Criteria Lets you include or exclude entries based on a calculated value Select your summary filter criteria in the Field Operator and Value fields Use the icons to add filters click the icon to delete a f...

Page 189: ...viduals when it is ready You must have already defined an SMTP e mail server if you want to send e mail notifications This is done through the SMTP Settings option Configuration tab Management Zone Settings panel Event and Messaging SMTP Settings 1 In ZENworks Control Center click the Asset Management tab 2 For license compliance and license allocation reports click the License Management tab then...

Page 190: ...mail or include a link to the report stored on your ZENworks server Sender Specify the name to be included in the From field of the e mail Recipients The Contacts list includes the individuals whose e mail addresses are listed in the Inventory database If the list does not include the e mail addresses you need you can import the addresses or use the Additional Recipients field For information abou...

Page 191: ...en click Contract Management Reports 3 In the Custom Reports panel click one of the following Action View Scheduled Report Results by Date Action View Scheduled Report Results by Title The Scheduled Reports by Grouping page displays and shows the reports grouped by date or title and a report count 4 Click a grouping to open the Scheduled Reports page then select a report to view it 32 5 Editing a ...

Page 192: ...e the report resides Folder The folder where you want to save the report Description A description for the report This field is optional Type The report type Columns From the list on the left select the fields you want to include in your report Use the arrow icons to move the selected fields to the list on the right Use Ctrl click to select more than one field at a time Use the up and down icons t...

Page 193: ...m Report Folder You can create folders to organize your custom reports 1 In ZENworks Control Center click the Asset Management tab 2 For license compliance and license allocation reports click the License Management tab then click License Management Reports or For software usage reports click the Software Usage tab or For contract management reports click the Contract Management tab then click Con...

Page 194: ...orts click the Contract Management tab then click Contract Management Reports 3 In the Custom Reports panel select the report you want to move then click Edit Move 4 In the New Report Location list select the target folder then click OK 32 9 Deleting a Custom Report To delete a custom report 1 In ZENworks Control Center click the Asset Management tab 2 In the License Management panel click License...

Page 195: ...rol Center To import report definitions 1 In ZENworks Control Center click the Asset Management tab 2 For license compliance and license allocation reports click the License Management tab then click License Management Reports or For software usage reports click the Software Usage tab or For contract management reports click the Contract Management tab then click Contract Management Reports 3 In t...

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Page 197: ...Reporting Reference 33 1 Predefined Reports The predefined Asset Management reports are organized into four categories Section 33 1 1 License Allocation Reports on page 197 Section 33 1 2 Purchases Reports on page 198 Section 33 1 3 Software Compliance Reports on page 198 Section 33 1 4 Suites Reports on page 199 33 1 1 License Allocation Reports Report Title Description Allocation Status by Cost ...

Page 198: ...no Allocations Lists all licensed products with installed licenses that are not covered by demographic or device allocations Report Title Description Purchase Record Detail Lists all purchase records and includes complete details such as PO number reseller manufacturer and price Purchase Record Summary Compiles the purchase records by catalog product For each catalog product lists the product type...

Page 199: ... ZENworks Reporting Server reports 3 Click Document List 4 Navigate to the All Public Folders Novell ZENworks Reports Predefined Reports Asset Management License Management folder The Asset Management reports are organized in four subfolders License Allocation Purchases Software Compliance and Suites For a brief description of each report see Section 33 1 Predefined Reports on page 197 5 Open the ...

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