Software Asset Management

1. Software Asset Management Alastair Dick – Technology Strategist (alastaid@microsoft.com) Brian Painting – Business Manager (brianpa@microsoft.com) Kevin Trinkwon – Trustmarque Solutions (Kevin.Trinkwon@trustmarque.com) For Audio through the telephone dial: 0118-909-3000 ID: 9658972

2. Agenda • Overview • Microsoft perspective of Asset Management moving forward • Tools available to assist Asset Management • System Center Config Manager • Asset Intelligence • Software Asset Management • A LAR Perspective

3. The Asset Management ProblemThe CIO Perspective • Must be able to verify asset existence • How do we know that assets are still in use? • Which assets have been disposed of or lost/stolen? • Asset records need to be complete • How do we make sure that all purchased IT assets are included in the financial statements? • Need to understand rights and obligations • Which IT assets are owned or leased or rented? • Are we in compliance with license agreements?

4. System Center Scenarios

5. Asset & License Management: Priorities Mission: To provide tools that allow customers to more easily inventory and manage assets across their enterprise • Deliver a comprehensive solution for tracking / managing enterprise assets • Software – identification, categorization • Hardware – primary user, machine / CPU age, peripherals • Reporting - lifecycle, compliance, etc. • Deliver a comprehensive solution for tracking / managing license units • Bits-based • Connection-based • Other (proc, virtual, subscription, etc.) • Define and drive broader asset management scenarios - Reporting -> Management thru Service Desk • “Embrace and normalize” future asset & licensing models • Drive internal modeling (SML) efforts for asset / license metadata • Participate in relevant industry standards efforts (e.g. ISO 19770) Microsoft Confidential: Internal Use Only 5

6. The Asset Management Problem • What assets do we have and where are they? • How do we know this is a complete list ? How do we prove that assets still exist ? • How many assets are on order, in the store room, out for repair? • What was the original cost, how much are they worth now? When should we consider replacing them? • Who owns them? Who is responsible for them? • When did we buy them? Are they still supported? When does the warranty run out? • We leased these right? When does the lease run out? • Where did my software come from? Is it licensed? • I see Acme software on my system, but did it get installed from my vendor copy, or from a copy someone bought at my local computer store? • OK – I figured out what Acme is, and how it’s installed – but how much does my vendor think I own?

7. The System Center Solution • System Center Configuration Manager • System Center Online • Software Packaging and Deployment • Asset Inventory & Reporting • License Mgmt (MSFT only) • Patch Mgmt Packaging & Deployment Inventory & Analysis Plan, Procure, Assign Change Management • System Center Service Manager • Integration with LOB systems • Workflows to support change management • Procure new • Reallocate • Retire

8. Microsoft System CenterAsset Management Roadmap Phase 2 2007-2008 Phase 32009+ Phase 1 • Theme: Improve Asset Visibility • Acquired AssetMetrix Corp. to provide additional “Asset Intelligence” technologies for System Centre • Deliver enhanced asset identification and categorization capabilities into SMS 2003 SP3 and SCCM 2007. • New Asset Information Service to be launched • Integrated MSFT license usage reporting & reconciliation • Theme: Automating Asset Management • Easily integrate with procurement systems via System Center Service Manager • Workflow solutions to automate tasks across the entire asset management lifecycle • Provide ability to track and manage disparate license types (e.g. CALs). • Theme: Model-driven Asset Management • Provide tools that make it easy for all software developers to describe their products in a consistent way, and easily integrate with Windows licensing technologies. • Deliver new capabilities into System Center Wave 3 that: • Make it easy to manage license stores & data across the enterprise; • Deliver comprehensive asset reporting (e.g. lifecycle summary, policy compliance scorecard, etc.)

9. “Asset Intelligence”Adding AssetMetrix Capabilities to SCCM 2007 • Goal: Augment existing SMS inventory capabilities with comprehensive asset identification & categorization. Facilitate decision support for upgrade / migration planning, software consolidate, license reconciliation, and more. • Approach: • Based on AssetMetrix (AMx) acquisition in April 2006 • Integrate AMx Knowledge Base tables into SMS - ~350,000 categorized apps • Extend SMS inventory agent (thru WMI) to collect additional artifact data • Deliver several (> 35) new SMS reports that facilitate asset & license mgmt. SMS H/W & S/W Inventory Data AssetMetrix Knowledge Base New Asset and License Reports + + • SW Consolidation • Upgrade Planning • License Reporting

10. Asset Intelligence • Recent Usage Inventory: • SCCM metering agent will inventory the last time any executable was running in the user context. • Data returned through hardware inventory. • Additional reports will help you answer the “When was the last time this was used?” question. • Auto-created Metering Rules: • Last Usage Inventory can be used to auto-create full metering rules which you can decide to enable. • Simplifies the process of creating metering rules. • Asset Change Summarization: • A summary of changes to computer assets is stored in a central table. • Managing deltas help reduce the complexity of asset management. • Additional reports help you answer the “What has changed recently in my environment?” question. • Client Access Licenses usage tracking for Microsoft Windows and Exchange: • Both User and Device CALs usage is tracked. • Based on Security audit logs. • Additional reports answer the “who used up the CALs” , “when did they do that” questions.

11. Microsoft System CenterAsset Management Roadmap Phase 1 Phase 2 Phase 32009+ • Theme: Improve Asset Visibility • Acquired AssetMetrix Corp. to provide additional “Asset Intelligence” technologies for System Center • Deliver enhanced asset identification and categorization capabilities into SMS / SCCM and SCE. • New Asset Information Service to be launched • Integrated MSFT license usage reporting & reconciliation • Theme: Model-driven Asset Management • Provide tools that make it easy for all software developers to describe their products in a consistent way, and easily integrate with Windows licensing technologies. • Deliver new capabilities into System Center Wave 3 that: • Make it easy to manage license stores & data across the enterprise; • Deliver comprehensive asset reporting (e.g. lifecycle summary, policy compliance scorecard, etc.) • Theme: Automating Asset Management • Easily integrate with procurement systems via System Center Service Manager Asset Management Solution Pack • Workflow solutions to automate tasks across the entire asset management lifecycle • Provide ability to track and manage disparate license types (e.g. CALs).

12. Microsoft System Center Service Manager What assets do we have ? • What assets do we have now? • Actual Configuration – “Discovered” assets • What assets should we have? • Desired Configuration - the “Book of Record” Are we in compliance with License agreements ? • Service Manager allows you to track • Which licenses you have acquired • How you have allocated those licenses • How you have used those licenses (via SCCM integration) • Management tools may be able identify… • Who actually requires a license (based on software metering)

13. Incident & Problem Management Make it simple to keep people productive and improve IT service quality Knowledge Workflow CMDB System Center Service Manager - InvestmentsIntegrated Framework with a core set of IT Solutions Asset Lifecycle Management Know your assets and who is using them Change Management Introduce the right change CollaborationMake it easy for people to work together Reporting DW Forms Portal

14. Microsoft System CenterAsset Management Roadmap Phase 1 Phase 2 Phase 3 • Theme: Improve Asset Visibility • Acquired AssetMetrix Corp. to provide additional “Asset Intelligence” technologies for System Center • Deliver enhanced asset identification and categorization capabilities into SMS / SCCM and SCE. • New Asset Information Service to be launched • Integrated MSFT license usage reporting & reconciliation • Theme: Automating Asset Management • Easily integrate with procurement systems via System Center Service Manager • Workflow solutions to automate tasks across the entire asset management lifecycle • Provide ability to track and manage disparate license types (e.g. CALs). • Theme: Model-driven Asset Management • Provide tools that make it easy for all software developers to describe their products in a consistent way, and easily integrate with Windows licensing technologies. • Deliver new capabilities into System Center Wave 3 that: • Make it easy to manage license stores & data across the enterprise; • Deliver comprehensive asset reporting (e.g. lifecycle summary, policy compliance scorecard, etc.)

15. Summary • Asset Management represents a strategic investment for Microsoft: • SCCM 2007 provides much greater visibility into deployed assets • System Center Service Manager helps to track and manage IT assets across all lifecycle phases • Participation in industry standards initiatives (e.g. ISO 19770-x)

16. Software Asset Management • A LAR Perspective………

17. Proactively look at licensing and SAM as an ongoing discipline rather than an audit-driven activity • Establish responsibility and funding for SAM projects – gain executive sponsorship • Develop Policies and procedures to manage an audit before the audit occurs • Understand the Licensing agreement and/or contract. • Protect your organisation – confidentially and responsibility agreements • Organisations require a mix of tools, resource and expertise • Taking control of SAM

18. How Trustmarque can help? • Trustmarque will manage the Software vendors on the customer behalf • Trustmarque will NEVER share the information with the vendor without customer authorisation • Trustmarque’s SAM Consultants will consult on how to manage Under-licensing as well as Over-licensing • Trustmarque can guarantee to save customers money on their compliance orders • Trustmarque will work with the vendor to achieve sign off and enter into vendor SAM programme, if it is right for the customer • Trustmarque’s SAM Consultants will advise on ongoing SAM practises to ensure compliance is managed as a BAU function

19. Trustmarque have three delivery models: • How Trustmarque can help?

20. Snow Software • Snow License Manager • License Registration • License Reconciliation • Contract Management • Cost Management • Snow Inventory • Microsoft SMS 2003/SCCM • Balance Sheet • Snow Inventory • Hardware scanning • Software Scanning • Change Management • Software Metering • Remote control • Software policy enforcer • Citrix / Terminal Services • All Hardware & Software • Snow Distribution • Software publishing • Software Installation • Patch management • Software packaging • Scripting tool • Application Control

21. Thank You for your time, we are now happy to answer any questions you may have. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.