Novell ZENworks 7.5 Asset Management Evaluation Guide

Evaluation GuideRESOURCE MANAGEMENT

www.novell.com

Novell® ZENworks® 7.5 Asset Management

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Novell ZENworks 7.5 Asset Management

Table of Contents:

2 . . . . . Introduction

2 . . . . . What is Novell ZENworks Asset Management?

2 . . . . . Standalone vs. EnterpriseDeployment

3 . . . . . Novell ZENworks AssetManagement Evaluation

3 . . . . . About This Evaluation Guide

3 . . . . . Installing Novell ZENworks Asset Management (Standalone Deployment)

4 . . . . . Installing Novell ZENworks Asset Management for Evaluation Purposes

6 . . . . . Evaluating Novell ZENworks Asset Management

7 . . . . . Exploring the Web Console

8 . . . . . Viewing Software Usage

8 . . . . . Scanning PCs “On Demand”

8 . . . . . Exploring the Novell ZENworksAsset Management Manager

9 . . . . . Installing Client Software on Your PC or Server

10 . . . . . Using the Network DiscoveryEngine to Discover Devices on Your Network

11 . . . . . Exploring Novell ZENworks Asset Management Software Management

14 . . . . . Completing Your Evaluation

14 . . . . . Next Steps

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Introduction

This evaluation guide provides a quick,hands-on introduction to Novell® ZENworks®

7.5 Asset Management.

What is Novell ZENworks Asset Management?Novell ZENworks Asset Managementintegrates asset inventory, software usage,software management and contract manage-ment to provide the most complete softwareasset management tool available. The com-bination of hardware, software purchasingand contract data gives you a complete view of your IT assets. This big-picture viewensures license compliance and eliminatessoftware overspending, so you purchaseonly the licenses your organization needs.

Novell ZENworks Asset Management givesyou the following:

Software usage tracking and analysisSoftware managementContract management

Novell ZENworks Asset Management is built on the foundation of Asset Inventory,which includes the following:

Hardware inventorySoftware inventoryNetwork device inventory

CIOs, CFOs, IT directors, systems adminis-trators, helpdesk technicians and IT consult-ants use ZENworks Asset Management forthese critical asset management initiatives:

Tracking enterprise assetsReducing software, hardware and support costs

Analyzing application usage trendsPlanning and managing application andoperating system migrationsTracking leased PCsPlanning and budgetingTracking IT contracts

Standalone vs. Enterprise DeploymentNovell ZENworks Asset Management comes in two deployments: standalone and enterprise. The standalone deployment,described in this guide, is designed for small,centralized organizations (1,000 or fewerPCs) and quick. Under the standalonedeployment, all components of ZENworksAsset Management software are installed on a single machine. The installation alsoincludes related software, including Microsoft*SQL Server 2005 Express, Microsoft’s freeSQL Server edition, Tomcat and the Java*runtime environment.

Note: The standalone deployment evaluationshould not be installed on a PC or server thatalready has Microsoft SQL Server installed.

Unlike the standalone version, the enterprisedeployment allows large, highly dispersedorganizations to distribute the architectureand establish local collection points toincrease flexibility and scalability.

For more information about differencesinherent in the two deployments of ZENworks Asset Management, or to evaluate the enterprise deployment, please refer to the Installation Guide(asset_management_installation_guide.pdf),available from the installation wizard or from the CD image.

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Novell ZENworks 7.5 Asset Management www.novell.com

Novell ZENworks AssetManagement EvaluationYour evaluation copy of ZENworks AssetManagement includes all of the functionalityof the fully licensed software and can be usedfor up to 60 days. It can give you hands-onexposure to ZENworks Asset Management inyour own environment. Before you proceedwith the evaluation, however, you might wantto explore our product demo options. Productdemos offer everything from a quick view of product capabilities to an in-depth Q&Asession with one of our sales engineers. For product demo options, check theZENworks Asset Management product Web site at www.novell.com/products/zenworks/assetmanagement, or contact your Novell sales representative.

About This Evaluation GuideThis evaluation guide is designed to walkyou through an evaluation of the standalonedeployment of ZENworks Asset Management.It will help you do the following:

Install the productConduct a sample inventoryPerform a limited network discovery andreview resultsBecome familiar with common softwareand contract management functions

For more detailed installation and productinformation (including the enterprise deploy-ment of ZENworks Asset Management), seethe Installation Guide and the User’s Guide.Both of these guides are included with theZENworks Asset Management evaluationsoftware and are available during installation.

Installing Novell ZENworksAsset Management(Standalone Deployment)System Requirements

Before you begin the installation process,please ensure you meet the following system requirements:

Evaluation Machine(PC or server on which you are installing theZENworks Asset Management evaluationsoftware)

Windows* 2000/XP/Server 2003/Vista(Business, Enterprise and Ultimate Editions)Pentium* 4, 1.4 GHz CPU, 1 GB RAM, 2 GB hard-drive spaceNetwork (TCP/IP) connection to client PCs or servers

Client PC (You must have client software installed onthe PCs or servers you want to inventory aspart of the evaluation)

Windows 9.x/NT/2000/XP/Server 2003/Vista(Business, Enterprise and Ultimate Editions),Macintosh* OS X (10.2.4 and newer). See the ZENworks Asset ManagementInstallation Guide for system requirementsfor Linux* and UNIX* platforms.90 MHz CPU, 32 MB RAM, 13 MB hard-drive spaceNetwork (TCP/IP) connection to evaluationmachine

Note: If client PCs are running personal fire-wall software (including the firewall installedalong with Windows XP SP2), please seedetailed system requirements in theInstallation Guide for information aboutopening communication ports.

Network Discovery EngineIn order to collect certain information fromnetwork devices, PCs and servers via theNetwork Discovery Engine (NDE),you should:

Make sure you have the right permissions.When you perform a network scan, theprivileges associated with the evaluationmachine and login account determine theextent of information that can be gatheredfrom network devices. It is best to use amachine and login account with administra-tor privileges. You will be prompted to enterthis account during the installation process.

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Specify a Simple Network ManagementProtocol (SNMP) community name, if necessary, to grant read-only access to network devices. ZENworks AssetManagement will use a default communityname (public) and then try other commun-ity names you provide. After the installation,you can access Network Discovery Engineoptions in the ZENworks Asset Manage-ment Manager under the NetworkDiscovery | Options menu.Enable SNMP and Windows ManagementInstrumentation (WMI). To get detailedinformation from PCs on your network viathe NDE, both SNMP and WMI must beenabled on target machines.

Installing Novell ZENworksAsset Management forEvaluation PurposesThe evaluation installation is driven by astandard wizard. The installation steps aregenerally straightforward; however, one setof steps involves options specific to thisevaluation software.

These options are detailed below:

1. Run the setup.exe program from the top-level directory on the CD or from the CD image. The Installer’s Welcomepage appears.

2. Click Next. The Software LicenseAgreement page appears.

3. Read the license agreement, and if youagree, accept its terms by clicking Yes.Then click Next. The Access ProductDocumentation page appears.

4. To access one of the ZENworks AssetManagement documentation guides, click the appropriate button. The followingdocumentation guides are available duringthe installation:

– Evaluation Guide: provides a quick,hands-on introduction to ZENworksAsset Management

– Installation Guide: provides compre-hensive, step-by-step procedures for all types of installations: standalonedeployment, enterprise deployment(including Microsoft SQL Server andOracle* database configuration steps)and upgrades

– User’s Guide: provides a completeproduct reference and covers all aspectsof product administration and use

Note: These documents are also located inthe Docs directory of the evaluation CD image.

5. Click Install/Upgrade standalonedeployment and click Next. The ChooseSetup Type page appears.

6. Click Initial Installation and click Next.The Choose a Method of ProductLicensing page appears.

7. Click Evaluation License and click Next. The Choose Destination Locationpage appears.

8. Click Next to accept the default installa-tion folder, or click Browse… to choose a different installation location. The SelectProgram Folder page appears.

9. Click Next to accept the default programfolder, or enter a new folder name. Theprogram icons appear in the specifiedfolder in the Start menu’s Programs folder.The ZENworks Asset ManagementServices Setup page appears.

10. Click , and then choose a Domain and User Account (or type in a DOMAIN\User) to be used by theZENworks Asset Management services togain access to network resources suchas printers. Then click Next.

Note: This user account must have admin-istrator rights to the machine on which you are installing ZENworks Asset Management.If you cannot provide valid domain and user account information, you can use the following:

User Account: localsystemPassword: {leave blank}Confirm Password: {leave blank}

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11. When finished, click Next. The ChooseInstallation Type page appears.

12. In the Configure ZENworks AssetManagement TCP/IP Ports page, click Next to accept the default values(recommended), or review and edit the port assignments. By default, theCollection Server uses 7460, the clientapplications use 7461, the ZENworksAsset Management Manager uses 7462 and the Task Server uses 7465.

Note: Edit the ports only if you know thatother applications are currently using theTCP/IP ports assigned to the ZENworks AssetManagement application and you want tochange them.

13. Review the settings in the CurrentSettings box and click Next to begincopying files.

14. Do one of the following:

– Start the Web Console– Start the Manager– Finish (clear check boxes and

click Finish)

When the installation is complete, we recom-mend starting the Web Console. This allowsyou to quickly see the kinds of reporting andanalysis available in the product. ZENworksAsset Management is configured by defaultto scan the evaluation machine automaticallyafter the installation process is complete.Consequently, when you log onto the WebConsole, you will be able to see the invento-ry results from this machine immediately.

Tip: You should complete the followinginstructions if it has been more than a monthsince you received or downloaded yourevaluation software. After you finish theinstallation process, ensure that you have the latest software and Knowledgebase(Product Recognition Updates). To do this,open the Manager and click the Download/Update Now button in both the ZENworksAsset Management Live Update and ProductRecognition Update screens (located underthe Administration menu).

These updates may take a while; all inventoryprocesses will be stopped as the updatesare applied. After the updates have beenapplied, you will need to conduct subsequentinventory scans to take advantage of them.

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Evaluating Novell ZENworks Asset ManagementUser Interface

During the evaluation, you will use the two primary ZENworks Asset Management userinterfaces. The following diagram shows a thumbnail view of each interface and some of theprimary functions of each:

Web Console

The Web Console is where the majority of ZENworks Asset Management usersaccess the reports and analyses they needto complete projects. It is a Web browser-based interface.

Information is presented in an easy-to-usepoint-and-click format.Reports allow users to drill down to variouslevels of detail to access the preciseinformation they need.The Web Console contains custom reportsand alert features.It allows users to edit certain informationabout network devices.It contains all software management and contract-management functions and reports.It contains Network Discovery Enginereports.It lets users select product-administrationfunctions.

Manager

The Manager, a Windows application, is the central console from which all productadministration functions can be handled. You can use it to access the following:

Remote Client Install Utility for deployingthe ZENworks Asset Management clientInventory and network discoveryconfiguration and scheduling optionsZENworks Asset Management Live product updatesProduct Knowledgebase (ProductRecognition Updates)Legacy reports and query toolData input and editing screensProduct licensing information

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Launching the Applications

If you have not already started the WebConsole or the Manager, start either applica-tion from the Windows Start menu. For boththe Web Console and the Manager, a loginscreen appears. Enter the following defaultuser name and password:

User name: entadminPassword: enterprise

Other Ways to Launch the Web Console

From within the Manager, click in thetoolbar.

To access the Web Console from anothercomputer:

1. Launch your browser.2. In the Location or Address box, enter the

following URL: http:// <evaluation machinename>:8080/rtrlet/rtr?act=network.login&rtyp=login where <evaluation machinename> is the share name or IP address of the evaluation machine.

3. Use the login user name and passwordinformation above to log in to the WebConsole. In the Web Console window, click any tabs at the top of the right frame,or click Help for more information aboutthe Web Console.

Note: Pop-up blockers may block the helpsystem. To work around this obstacle, you mayneed to add the Web Console link to yourbrowser’s trusted links list or configure yourpop-up blocker to allow you to view the Web Console’s help system.

Exploring the Web ConsoleThe Asset Inventory Tab

As part of the evaluation installation, NovellZENworks Asset Management automaticallyconducts an inventory of the evaluationmachine. To view the inventory data:

1. Launch the Web Console as describedabove.

2. Click the Asset Inventory tab. TheWorkstation Inventory page appears.

3. In the left frame, click System List.4. In the right frame, select Inventory Type

from the System Group dropdown list and click Submit.

5. In the left frame, expand the System Listand then the Inventory Type folder.

6. Click on the Workstation folder to view the evaluation machine.

7. In the right frame, click the machine name to drill down into the workstationdetail report.

8. On the detail report, notice the links belowthe basic workstation information that takeyou to the Hardware, Software, Hot Fixes,Logical Drives, Network Drivers, VirtualMachines and History sections of theWorkstation Detail page.

Below the Systems List in the left frame is aReports folder, which contains a set of folderscontaining standard Web Console inventoryand usage reports. Browse through any ofthese reports to get a sense of the power ofZENworks Asset Management. Pay specialattention to the reports in the Software Appli-cations folder that highlight software:

Antivirus details: shows not only theinstalled antivirus software and version butalso the virus engine and definition details.As part of our monthly Knowledgebaseupdates, Novell tracks this information for the top antivirus vendors.By category: shows the software on the evaluation machine, organized bycategories and subcategories assigned by Novell in our Knowledgebase.Microsoft products: shows a summary ofthe Microsoft applications installed on theevaluation machine. These are organizedinto the groups Microsoft uses to conductand report audit results.

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Tip: After you have scanned additional PCs,you can revisit this section of the WebConsole to see multiple entries in thesereports. You can also create your own reportsand alerts using the Custom Reports feature.

Reports can be displayed in PDF format forprinting, saving and sharing. Graphs aredisplayed in PDF format. Report output canalso be exported to Excel* or as a comma-separated value (CSV) file.

Viewing Software UsageAfter performing subsequent scans, you cansee software application usage and historydata in the reports available from the AssetManagement tab’s Software Usage page. To review the capabilities of the ZENworksAsset Management Usage Monitor, checkout the Application Usage folder in theSoftware Usage page’s Reports folder.

Tip: Since the ZENworks Asset ManagementUsage Monitor is enabled as part of yourevaluation software, the Compliance Report(available from the Software Managementpage’s Software Compliance reports folder)includes an “Active Usage Quantity” column,showing software usage information. In orderto collect accurate application usage infor-mation, you must re-scan the evaluationmachine and other PCs and servers you have previously scanned.

Scanning PCs “on Demand”You might want to scan a PC immediatelyrather than waiting for the next collectioncycle. From the Asset Inventory tab, you canview a list of machines and select a set ofmachines you want to scan immediately.

1. Click the Asset Inventory tab. TheWorkstation Inventory page appears.

2. In the left frame, click to expand theSystem List tree, or view one of the reportsin the Systems category of the Reports tree.

3. Drill down until you see a list of workstationswith Machine Name in the left column. A Select for Scan link appears at thebottom of the right frame.

4. Click Select for Scan. For each worksta-tion in the list, a check box appears.

5. Click to select the workstations you wantto scan. You can also click the check boxin the Select column heading to select orclear the check boxes for all workstations.

6. Click Scan Selected Workstations. Theselected workstations are moved to thehead of the Collection Server’s scan queue,and scanning begins within a few minutes.

Exploring the Novell ZENworksAsset Management Manager

Use the Manager to update the ZENworksAsset Management software and Knowledge-base (Product Recognition Updates), controlinventory schedules and options, deployclient software to target PCs and conductnetwork discoveries.

Updating Novell ZENworks AssetManagement Software

1. From the Administration menu, selectZENworks Asset Management LiveUpdate.

2. In the ZENworks Asset Management LiveUpdate dialog, click Download/UpdateNow. A progress window appears,showing the status of the update.

Note: These updates may take a while; all inventory processes will be stopped as the updates are applied. After the updateshave been applied, you will need to refreshyour inventory data to take advantage of them.

Viewing and Changing Inventory Schedules

1. In the Manager’s left frame, click theManagement tab, then expand PublicCollection Schedules.

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2. Double click Default Schedule to view and change scheduling options. Separateschedules can be established for groupsof PCs and servers across your enterprise.

3. For detailed help, click F1 while in thisdialog.

Viewing and Changing Inventory Options

1. In the Manager’s left frame, click theManagement tab, then expand PublicCollection Options Sets.

2. Double click Default Option Set to viewand change collection options. Separateoption sets can be established for groupsof PCs and servers across your enterprise.

3. For detailed help, click F1 while in any ofthe tabs within the dialog.

Scanning a Group of PCs

To scan PCs other than the evaluationmachine, you must install ZENworks AssetManagement client software on each machineyou want to scan. The client software doesthe following:

When the machine starts up, it checks in with its designated Collection Server.If the Collection Server’s schedule for thatPC or server calls for it, a scan is initiated.Once the scan is complete, the machineconnects to the Collection Server anduploads its collected data.

Installing Client Software onYour PC or Server

On a new installation, the most efficient way to install ZENworks Asset ManagementCollection Client software on the machinesyou want to scan is through the RemoteClient Install Utility.

Tip: You can use the Network DiscoveryEngine to perform a network scan and usethe results to target PCs or servers forZENworks Asset Management client software

deployments. For more information on usingthe Network Discovery Engine, see the nextsection of this document.

To use the Remote Client Install Utility to installclient software, follow these instructions:

1. From the Tools menu, choose RemoteClient Install. The Remote Client InstallUtility’s main window appears.

2. In the left frame, browse to locate thecomputer(s) on which you want to installclient software.

3. Click to select the computer(s) you want.4. From the Edit menu, choose Add to

Workstation List, or drag the selectedcomputers to the right frame. The selectedcomputers appear in the workstation list.

5. From the Install menu, choose Start Install,click the Start Install tool or press Ctrl-I.The Install Settings dialog appears.

6. Verify your install settings, then click OK.The status of the selected computerschanges to Authenticating. Once authenti-cation is successful, the status changes toCopying Files… When the status changesto Install succeeded, the installation iscomplete.

Note: You can use the Remote Client Install Utility to install client software only onWindows NT*/2000/XP/Vista machines.

The ZENworks Asset Management client mayalso be deployed through other methods,including ZENworks Desktop Management orby using login scripts. For more information,see the Manager’s online help topic Perform-ing Automated Inventories, available from theInventory Process book, or the ZENworksDesktop Management Administration Guide.

For the Macintosh platform, install as youwould other Macintosh software. For Linuxand UNIX platforms, and for more informa-tion on installing the Macintosh client, see the ZENworks Asset ManagementInstallation Guide

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.Once you have installed ZENworks AssetManagement Collection Client software oneach machine, the machines are ready toscan. In fact, as soon as the client softwareis installed on a machine, it begins collectingdata, then checks in to update the CollectionServer. Within a few minutes of installing clientsoftware on a machine, inventory data forthat machine is available.

Using the Network DiscoveryEngine to Discover Devices on Your NetworkUse the Network Discovery Engine to scan your network, selected subnets or an IP address range. You can also collect infor-mation about active workstations, routers,printers and other hardware devicesconnected to your network.

Note: To get all possible information from theNDE about Windows workstations—such asoperating system version, machine make andmodel—make sure SNMP and WMI servicesare installed and enabled on the machinesyou are scanning.

For SNMP, you must provide a valid commu-nity name. By default, Novell ZENworks AssetManagement uses “public” as a communityname. To add other names, choose Optionsfrom the Manager’s Network Discovery menu,and add additional names to the list at thebottom of the window.

For WMI, the evaluation machine’s login must have Administrator permissions for themachine you are scanning; Windows PCsmust have WMI enabled in order to collectcertain details.

Starting a Network Discovery

1. In the Manager’s left frame, click theManagement tab. Then expand PublicNetwork Discovery Tasks.

2. Double click Default Network DiscoveryTask.

3. In the Subnet tab, choose to scan one ofthe following:

– Local subnet– A range of IP addresses– A set of subnets

Tip: Limit your initial Network Discovery toone or two subnets, as each subnet can take20 to 40 minutes to scan.

4. After selecting the network segment to bescanned, click the General tab, and thenclick Schedule to set the schedule for the network scan. Choose Immediatelyfrom the drop-down menu, and then click OK to save. The task will kick off the network discovery.

5. To see the status of the Network Discoverytask, click the Task tab at the bottom ofthe Manager window.

Exploring Network Discovery Reports

When the Network Discovery Task is com-plete, you can browse the collected data inthe Web Console.

1. Start the Web Console as described earlierin this document.

2. View the Asset Inventory > NetworkDiscovery page.

3. In the left frame, expand the Device List to see a list of devices grouped by type.

4. If you want to change the device groupingand subgrouping, click the Device Listin the left frame. Then, in the right frame,change the Group By and Sub-Group Byvalues, and click Submit

.Other Network Discovery Reports

In addition to the Device List, review thereports available in the Reports and Custom Reports folders in the left frame.

Note: Click the Reports > Client Statusreport to see lists of Windows workstationsthat have the ZENworks Asset ManagementCollection Client installed and those that do not.

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Exploring Novell ZENworksAsset Management Software ManagementNovell ZENworks Asset ManagementSoftware Management allows you to tracklicense purchases and reconcile them todiscovered products. It also allows you to do the following:

Analyze application usage in conjunctionwith licenses and installationsAllocate purchased licenses to departments,cost centers, sites and individual PCs or serversEstablish and enforce organization-widesoftware standards

Software Compliance Overview

The following section takes you on a quicktour of the capabilities of ZENworks AssetManagement Software Management, guidingyou through a sequence that demonstratesits power.

Viewing Your Discovered Products List

The ZENworks Asset Management Knowledge-base is designed not only to provide accuratesoftware inventory data, but also to present alicense view of this information in ZENworksAsset Management Software Management.To present the license view, we start withsoftware products in the ZENworks AssetManagement inventory and then filter themthrough the license portion of our Knowledge-base. This process accomplishes three things:

Consolidation of related versions, servicereleases and language versions to theminor release level (example: 3.1) into a single product.Exclusion of products, such as browsersand viewers, which do not have licensecompliance implications.Distinction between software suites andrelated components so they are countedproperly for license compliance purposes.For example, if a PC has Microsoft OfficeXP Professional installed, the underlying

components are ignored for reportingpurposes. Conversely, if one or more of the components is discovered on a PC and the related suite is not, the compo-nents are reported.

To see the license view of the software inven-tory collected as part of your evaluation:

1. Launch the Web Console as described onpage 7.

2. View the Asset Management > SoftwareManagement page.

3. From the Discovered Products menu,choose Reconcile to License Record. This is your software inventory—a list of allproducts discovered on the workstationsyou’ve set up to scan. This list is filteredthrough the License Knowledgebase, so that only the products recognized as requiring license tracking are shown.

4. In the Installed Quantity column, drill downto see a list of workstations that have aparticular product installed.

5. Drill down on the machine name to see the distinction between the full softwareinventory and the license view.

Importing and Entering Purchase Records

Novell ZENworks Asset Management SoftwareManagement allows you to record softwarepurchases and reconcile this information todiscovered products. The basis for establish-ing license proof of ownership is the transac-tion itself, whereby key information such asdate, reseller, purchase order and invoice istied directly to compliance status reports.

There are two ways to get purchasing datainto Software Compliance:

Import—you can use a tab-delimited textfile as a source to import purchase data.You can also use preconfigured resellerconnectors to import purchase recordsavailable from select resellers. See WebConsole help for details on reseller connec-tors and import file formats.

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Input—purchase transactions can also beentered through the user interface.

1. From the Purchase Records menu,choose Add Purchase.

2. Complete the purchase record’s headerinformation.

3. At the lower left of the right frame, clickChoose Product.

4. At the lower left of the right frame, clickAdd New Product. (Purchased productsare stored as unique Catalog Products.)

5. Enter information about the product andclick Next.

6. Enter purchase information for the productand click Done.

You have just created a Purchase Recordentry and a Catalog Product entry. You can now tie a Discovered Product to thisPurchased Product (i.e., Product Catalog) by creating a License Record and reconcil-ing it to both the Discovered Product and the Purchased Product.

Reconciling Products

The best way to reconcile DiscoveredProducts with Catalog Products is to use the Auto-reconcile feature.

1. From the License Records menu, chooseAuto-reconcile.

2. Click Start Auto-reconcile at the bottomof the page. A list of proposed LicenseRecords is generated based directly onDiscovered Products; matching CatalogProducts are suggested based on textmatching. If no Catalog Products are listedwith the License Records, no matcheswere found.

3. To create one or more License Recordsand reconcile them to Discovered Productsin one step, select the check box to theleft of a product (or click Select All), and then click Create Licenses.

You can also create License Recordsmanually and then reconcile them toDiscovered Products.

1. From the License Records menu, chooseAdd License Record.

2. Enter information about the License.3. Click Reconcile to Catalog Product.4. Select the appropriate product from the

catalog and click Done.5. Click Reconcile to Discovered Product.6. Select the appropriate product from the

Discovered Products list and click Done.

The License Record is now complete. It hasboth a Catalog Product and a DiscoveredProduct tied to it, and it is the vehicle fortracking compliance for this license.

Viewing Your Compliance Status

Now that you have scanned at least one PC, entered a purchase record, added alicense record and reconciled the PurchasedProduct to a Discovered Product, you canview the compliance status results:

From the Software Management page’s Reports menu, choose SoftwareCompliance > Compliance Report. This report will display the license youcreated along with the License Quantityand the Installed Quantity (both of whichare drill-down values that allow you toaccess supporting license transactionsand related PC information).

Tip: Since the ZENworks Asset ManagementUsage Monitor is enabled as part of yourevaluation software, you may notice that theCompliance Report includes an “Active UsageQuantity” column, showing software usageinformation. In order to collect accurate appli-cation usage information, you must re-scanthe evaluation machine and other PCs andservers that you have previously scanned.

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Allocating Licenses

Purchasing and installing software is not theend of the license-tracking story. You mayneed to move licenses between machines,departments or sites. ZENworks Asset Man-agement allows you to allocate licenses todepartments, cost centers, sites or individualPCs. Allocations are designed to allow you toask yourself, “Who should have the softwareinstalled?” and “Why am I allocating a licenseif it’s not used or installed?”

To use ZENworks Asset Management tomanage License Allocations:

1. Under the License Records menu item,click License Allocation > View/EditAllocations.

2. Choose a License Record by clicking thename of the License.

3. Click Allocation Worksheet. A messageappears, “No demographic allocations havebeen selected. To choose a demographic,click Options.” Click OK.

4. To allocate the license from this LicenseRecord to one or more individual scannedPCs or servers, click Add Workstationsat the bottom of the License AllocationWorksheet.

5. Enter criteria in the Find Workstations toAllocate Licenses page and click Search.

6. Choose one or more PCs or servers andclick Done. Licenses have now beenallocated to the selected PCs or servers.

7. To view one of the License Allocationreports, under the Reports menu item,click License Allocation > CurrentAllocations.

Managing Software Standards

To use ZENworks Asset Management tomanage software standards:

1. Under the Discovered Products menuitem, click Manage Software Standards.

2. A list of all Discovered Products is present-ed. Unlike in the License View, all products

are listed here, even those with no licenseimplications, so you may want to catego-rize these also.

You can define as many standards cate-gories (such as Standard, Non-Standard andPolicy Exception) as you deem necessaryand assign one or more products to each.This way, you can report the software dis-covered in your organization according toyour standards policies.

Managing Contracts

Use the Contract Management page to recordcontracts; to set up Date Notifications thatnotify you of events or their approach; to asso-ciate contracts with various assets, licenses,or demographics; and to track renewals.

To manage contracts:

1. View the Asset Management > ContractManagement page.

2. Under the Contracts menu item, clickView/Edit Contract Records. A list ofcontracts appears in the right frame.

3. Click a Contract ID to view and edit detailsfor the contract.

4. Click a tab in the contract record to viewand edit details for that tab. Enter generalinformation about the contract, as well asvendor information, financial information,and information about service levels andleases. Attach documents to the contract,view its renewal history, or associate it with workstations, network devices, users,license records, departments, sites or cost centers.

The Administration Tab

If you have Enterprise Administrator orEnterprise Assistant privileges, you can usethe Administration Tab to do the following:

Add, edit and delete ZENworks AssetManagement users and change theirprivileges

Contact your local NovellSolutions Provider, or call Novell at:

1 888 321 4272 U.S./Canada1 801 861 4272 Worldwide1 801 861 8473 Facsimile

Novell, Inc.404 Wyman Street Waltham, MA 02451 USA

Edit and delete local products (user-defined, in-house applications)Define, edit and delete Web ApplicationsUpload (and delete) documents forattachment to contracts or licenserecordsView the status of Alerts and DateNotifications

Completing Your EvaluationOnce you have completed your initialevaluation of Novell ZENworks AssetManagement, review the options underNext Steps below. If you want to uninstallZENworks Asset Management, seeUninstalling ZENworks Asset Managementbelow.

Next StepsWhen you are finished with your initialZENworks Asset Management evaluation,consider taking one of the following steps:

Schedule a Q&A session with one of ourTechnology Specialists. Contact a Novellsales representative to arrange a one-on-one guided Web tour.Share the evaluation with an interestedcolleague. ZENworks Asset Managementhas much to offer IT staff, not only withsoftware-license compliance, but also

with helpdesk support, migrations, and planning and budgeting projects.Purchase ZENworks Asset Managementand begin realizing value immediately.

Uninstalling ZENworks AssetManagement

If you so choose, you can fully uninstallZENworks Asset Management. To do so,follow these steps:

1. To uninstall the ZENworks AssetManagement client software, use theRemote Client Install Utility, available from the Tools menu.

2. To uninstall the remaining componentsfrom the evaluation machine, chooseAdd/Remove Programs from theWindows control panel, and uninstallZENworks Asset Management.

You may also want to uninstall the followingservices:

Apache TomcatWeb ConsoleMicrosoft SQL Server 2005 Express.

Caution: Do not remove Apache Tomcat orMicrosoft SQL Server 2005 Express if you areusing these products for other applications.

www.novell.com

464-001021-001 | 11/06 | © 2006 Novell, Inc. All rights reserved. Novell, the Novell logo, the N logo and ZENworks are registered trademarks of Novell, Inc.in the United States and other countries.

*Linux is a registered trademark of Linus Torvalds. All other third-party trademarks are the property of their respective owners.

Documents

Novell ZENworks 7.5 Asset Management Evaluation Guide