User Guide - Microsoft Software Assessment Self
Contents
1. Microsoft E E Dear Client Welcome to Software Assessment for Small and Medium Businesses We have created this service to help clients like you to assess your current Microsoft software usage and license position and to help you to maximise the potential of your software investment To make the process of completing the assessment as straightforward as possible we have developed a new tool to help you called the Microsoft Software Assessment Self Service SASS Tool The SASS tool gives you full control over how you complete your Software Assessment and has been designed to as be as non intrusive and flexible as possible to ensure there is minimal impact on your business and staff involved To start your assessment simply log in to the Microsoft SASS Tool at the link provided using your unique reference code Signed by Katy Hamilton Suitable title Microsoft UK Copyright 2015 Microsoft Microsoft SOFTWARE ASSESSMENT SELF SERVICE TOOL New tool to help SMB s The SASS Tool helps you with all the aspects of the assessment from logging In and registering to getting inventory reviewing your license position and finally submitting it to Microsoft After completing and submitting your assessment to Microsoft you will get a comprehensive report which The tool is very easy to use and we have even built in a simple communications module enabling you to ask question from our experts in case you2. get stuck Shows you exactly what software you have installed and where Provides a license GAP analysis highlighting over or under use Establishes a baseline for any planned or future IT or software projects including Windows 10 and cloud migration Identifies any potential security business critical or legal risks you might be exposed to and Provides invaluable one to one advice on how to ensure you maximise the potential of your software investment Copyright 2015 Microsoft Microsoft HOW DOES IT WORK Six simple steps Register The process Is straight forward and simple to follow After the initial registering you are asked to fill in some general data about your company how many users you have about your IT infrastructure and approximately how many devices you have Once the profile is completed you will have three options to get an up to date inventory of your estate all current computers and their installed software Easiest way is to run a report from an inventory tool if you have one already in use If not we are providing you with an option to install one free of charge from one of our partners Once you have the report simply upload it to the tool and all information will be automatically updated in the questionnaire Questionnaire Upload from tool Optional tool install Very small companies can opt to fill in questionnaire manually We will guide you through a series of questions covering y
3. Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corp Microsoft Corporation Microsoft Corporation Microsoft Learning Microsoft Corporation Install Usage level 4 25 23 5 26 1 mh 5 Never nn nn nn Weekly nn nn nn Occasionally nn nn nn Occasionally nn nn nn Weekly nn nn nn Occasionally nn nn nn Weekly nn nn nn Occasionally nn nn nn Occasionally nn nn nn Monthly nn nn nn Monthly nn nn nn Occasionally nn nn nn Never nn nn nan Occasionally nn nn nn Occasionally nn nn nn Weekly nn nn nn Weekly nn nn nn Occasionally nn nn nn Occasionally nn nn nn Occasionally nn nn nn Never nn nn nn Occasionally nn nn nn Occasionally nn nn nn Never nn nn nan Weekly nn nn nn Microsoft Workstations UPLOADING INVENTORY Upload inventory file Once you have saved the inventory report you are now ready to upload it to the SASS tool From the home page select Upload Inventory option Click Browse to locate the right file A Windows Explorer window opens for you to navigate to the right folder Select the right Excel file by double clicking it The file name appears next to the Browse button Double check the file name and click Upload to load your inven
4. WORD You can view your profile information and change your password anytime by clicking User Profile option at the top right hand corner on every page Software Optimisation Review Welcome to the Microsoft Software Optimisation Review Please complete your company and IT estate PROFILE first You will then be able to supply software inventory information via online questionnaire or a file upload Click How it Works above for a detailed description of the process LOGGING OUT Once you have saved your information simply close the browser window or select Logout option at the right corner of every page n 4 an EU SR Sm OR Online Upload Messages amp 1 IT Profile 2 Questionnaire 2 Inventory 3 Summary Attachments Need Help Help on Getting Inventory Download Offline Questionnaire About How It Works FAQ h gt About SAM isu r i 2 A Copyright 2015 Microsoft Microsoft PROFILE INFORMATION Tell us about your organisation We ll start with the first benefit right away If you d like Microsoft to validate your declaration prepared with this assessment you will receive a Compliance Certificate upon successful completion You will also be exempt from further reviews for a minimum of a one year period Start by telling us about your organisation people and IT infrastructure The questions are grouped together click the grey bar to open up next set of questi
5. after registration is completed and can now move to the next step login Copyright 2015 Microsoft New Users Our Reference Register Now SAM Registration alirtl cloudapp net Registration aspx old 123456 AO 8 f 4 Oe Dd B Home Howit Works FAQ About SAM Getting Inventory Home Registration p Registration Your Details Company Name Statoil First Name Email Address Password DDI Telephone Company Telephone Terms and Conditions Site Name Last Name Confirm password Mobile Telephone Fax Number EE Microsoft Information you provide to us will be used solely for the purpose of completing the Software Declaration process and any resulting procedures stemming from the Software Declaration By accepting these terms you agree that we can pass on information you provide to the software vendor to which that information applies Personal information such as your name and contact details will not be shared with vendors or any 3rd parties Microsoft LOG IN Log in the system Existing Users Email address Once you have registered and received a confirmation email from us Password you re ready to log in and start using the tool j 1e Forgotten Password arch On the home page locate the Existing Users box and enter your email address and password Home HowitWorks FAQ About SAM Getting Inventory REVIEWING YOUR PROFILE AND CHANGING PASS
6. ager SCCM Microsoft Assessment and Planning Toolkit MAP Intune Copyright 2015 Microsoft Microsoft WHAT IF DON T HAVE A TOOL Install inventory tool If you choose to install the simple inventory tool we will provide you with step by step instructions and a downloadable detailed leaflet TBD picture of the landing page mi y Copyright 2015 Microsoft Microsoft CREATING INVENTORY REPORT Scan your network and run a report from your inventory tool We recommend running a scan of all of your machines remembering laptops and other devices that might not be connected to the network are switched off or are otherwise not visible at the moment If your tool constantly updates information from your machines use can simply retrieve a current inventory As this assessment only covers Microsoft products you can run an inventory report with a filter for Manufacturer or Publisher with a search option Manufacturer Microsoft This will generate a list all the software products published by Microsoft Don t worry if your listing as other vendor s products a our tool will filter them out automatically Once you have the report simply export and save it in Excel format xls or xlsx The report should contain at least of the following information for each of your devices Software product name Software product edition and version Number of softwar
7. an inventory program you can manually fill in the information using our simple online forms We have designed easy to use forms for you to fill in details of your PC s and the Microsoft software you have installed You can fill them all in one go or stop and return if you don t have all the information at hand For the desktops there are separate questions about the areas Desktop operating systems Windows Desktop applications Microsoft Office Desktop applications Microsoft Visio Desktop applications Microsoft Project Developer tools Terminal services and Other applications As before just click on the grey bar to open up detailed questions Remember to save your answers You can stop at any time and return when you have more time or have found more answers The green icons will track your progress Once you have answered all the desktop questions click Save amp Proceed to move to the next section Copyright 2015 Microsoft Ja http alirt1 cl ditDesktop aspx X amp alirtl cloudapp net 7g 4 A lt D gt v Logged in as Vaughn 1Astria User User Profile Logout Home HowitWorks FAQ About SAM Getting Inventory Microsoft Installed Software Desktop Step 1 of 4 gt v v v v v v Earm E Microsoft FILLING IN THE FORMS Server data Based on your initial answers in the IT profile questions you will now be presented wi
8. e installed Workstations each software package is installed on Copyright 2015 Microsoft Name Fresh Paint Internet Explorer Microsoft NET Framework Microsoft Assessment and Planning Toolkit Microsoft Malware Protection Microsoft Mouse and Keyboard Center Microsoft Office 365 ProPlus en us Microsoft Office Access database engine 2007 English Microsoft Office Enterprise 2007 Microsoft Office Professional Plus 2013 Microsoft Office Visio Professional 2007 Microsoft OneDrive Microsoft Power Map Preview for Excel Microsoft Silverlight Microsoft SQL Server 2005 Microsoft SQL Server 2008 R2 64 bit Microsoft SQL Server 2008 Setup Support Files Microsoft SQL Server Browser Microsoft Visio Professional 2013 Microsoft Visual Studio 2010 Tools for Office Runtime x64 Microsoft Windows Marketplace OneNote Skype for Business Basic 2015 en us Training and Certification Guide Windows Phone Version 2 0 15068 1 11 0 9600 17840 2 0 50727 7905 9 2 292 0 4 7 0205 0 2 3 188 0 15 0 4745 1002 12 0 6612 1000 12 0 6612 1000 15 0 4569 1506 12 0 6612 1000 17 3 5930 0814 1 0 1406 5 1 40728 0 9 00 3042 00 10 50 1600 1 10 1 2731 0 10 50 1600 1 15 0 4569 1506 10 0 50903 1 0 0620 0 16 0 3327 1043 15 0 4719 1002 1 0 0 29 1 30 1527 3 Manufacturer Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft
9. ed and the number of software packages that you have registered with Microsoft Your current PC s printers and other network connected equipment Stock taking of your currently installed software on all your PC s Microsoft License Statement A report of all your regis tered Microsoft software packages Methods of providing proof of purchase of your Microsoft products and licenses These include volume license agree ment numbers FPP and Boxed Product License Proof pur chase invoices Software Asset Management SAM is a set of tools and processes that help organisations manage and keep track of the licenses they own Top Parent ID Your top level organisational ID for register ing your software with Microsoft essentially your custom er number Microsoft THANK YOU FOR USING THE MICROSOFT SOFTWARE SELF SERVICE ASSESSMENT TOOL More information at www smbsam co uk a Microsoft
10. ed software packages FPP license purchases are not able to be centrally managed and need to be registered separately with the correct TPID account For those customers that make their license purchases through a mix of OEM FPP and Volume Licensing programs undertaking this assessment will be helpful in bringing all this information together Microsoft GLOSSARY OF TERMS Here are some of the most often used terms ELP Estate Inventory MLS Proof of Ownership SAM TPID Copyright 2015 Microsoft Effective License Position The difference between your installed software packaged and the number of software packages that you have registered with Microsoft Your current PC s printers and other network connected equipment Stock taking of your currently installed software on all your PC s Microsoft License Statement A report of all your registered Microsoft software packages Methods of providing proof of purchase of your Microsoft products and licenses These include volume license agreement numbers FPP and Boxed Product License Proof purchase invoices Software Asset Management SAM is a set of tools and processes that help organisations manage and keep track of the licenses they own Top Parent ID Your top level organisational ID for registering your software with Microsoft essentially your customer number Effective License Position The difference between your installed software packag
11. erver Exchange Server Standard Exchange 2013 0 104 104 compliant CAL User CAL Server CAL No licenses found for this installed product This should be checked Office Professional Plus Office 2003 1 0 1 We may have insufficient information or this may be covered by another product edition No licenses found for this installed product This should be checked Office Professional Plus Office 2007 3 0 3 oO We may have insufficient information or this may be covered by another product edition No licenses found for this installed product This should be checked Office Professional Plus Office 2010 1 0 1 OQ We may have insufficient information or this may be covered by another product edition No licenses found for this installed product This should be checked Project Professional Office 2010 1 0 1 Oo We may have insufficient information or this may be covered by another product edition No licenses found for this installed product This should be checked Visio Professional Office 2007 7 0 7 oO We may have insufficient information or this may be covered by another product edition No licenses found for this installed product This should be checked Visio Professional Office 2010 1 0 1 We may have insufficient information or this may be covered by another nrodurt edition Copyright 2015 Microsoft Microsoft SUGGESTIONS AND FURTHER INFORMATION Feedback and potential actions Once the assessment is c
12. lled Number of physical processors We will also need some usage information and application information in Section 3 to be able to determine the correct SQL licensing scenarios per processor core or seat licensing Last we ask you to answer a few questions about virtual SQL servers and virtual farm SQL hosting These are rather technical questions and you might want to consult your SQL specialist to get correct answers Remember to save your answers Automated inventory and SAM tools give often answers to these automatically NOTE Additional information about SQL Server Audits at the link Copyright 2015 Microsoft http alirt1 cl ditSQLHelp aspx gt lt alirt1 cloudapp net auditSQLHelp aspx AO amp amp A Oey B Notes for SQL Server Audit http alirt cl t AuditSQL aspx X amp alirt cloudapp net AuditSOL aspx Q Search ra E nrag ge s B Installed Software SQL Server Step 3 of 4 Servers SQL Server p SOM Please list all the software you have installed on all devices on your network You will find this MUCH easier if you run an software inventory tool Microsoft provides the Microsoft Assesment and Planning Toolkit FREE More information can be found here http technet microsoft com en us library bb977556 aspx Number of SQLSe Section 1 Basic IP Information Server IP address Section 2 Technical Information Server name DummyPCID5200053 Version insta
13. lled 2008 Edition installed Standard Number of physical processors Select Audit Form SQL Server hlp Microsoft SAM OPTIMISATION MODEL 10 Quick questions about SAM By completing this section it allows us to provide you with httpi alirt1 c t S0MForm aspe x WA guidance on how to implement SAM or improve on your current alint cloudappnet SOMForm asp C Q Search we uUtnrda e amp processes therefore you can begin to realise the benefits that SAM Optimisation Model Step 4 of 4 SAM offers such as risk and cost reduction Desktops SQL Server gt Summary There are 10 questions below and for each one there are four options similar to multiple choice Each option details a scenario By completing this section it allows us to provide you with guidance on how to implement SAM or improve on your current processes therefore you can begin E to realise the benefits that SAM offers such as risk and cost reduction that relates to the question Please choose an option that best describes your current situation There are 10 questions below and for each one there are 4 options similar to multiple choice Each option details a scenario that relates to the question Please choose an option that best describes your current situation You have now completed all the questions and are ready to review 1 Is there an individual or team that is dedicated to the implementation of Software Asset Management
14. ompleted you will also receive practical advice from Microsoft concerning your current estate and licensing position including Shows you exactly what software you have installed and a where T F Provides a license GAP analysis highlighting over or under use Establishes a baseline for any planned or future IT or software projects including Windows 10 and cloud migration Identifies any potential security business critical or legal risks you might be exposed to and Provides invaluable one to one advice on how to ensure you maximise the potential of your software investment Copyright 2015 Microsoft am Microsoft WHAT IF GET STUCK In tool messaging amp To help keep information up to date and all the messages in the OR same place we have build in a simple messaging system in the Mesage n SASS tool Attachments It allow two way communication between us and the tool with you alerting you of status changes new or missing information and incoming messages from our administrators AE alirtl cloudapp net Messages aspx You can send us simple short messages and send us files regarding your assessment Any file type is fine spreadsheets gt pdf s and photographs You will also be able to follow the discussion in the Message Messages and Attachments section as all the your messages and our replies are stored in order they were sent Messages Attachments Enter your mes
15. ons Just tick the appropriate boxes or fill in the right numbers Don t worry about getting all the numbers exactly right as you can change them later on Once you have completed one section click Save amp Proceed to move to the next section Hint and Tips Pay attention to the Hints and Tips symbol The text on yellow background gives you additional information and helps you with each question Copyright 2015 Microsoft 1 IT Profile C http alirt1 c ompanylnfo aspx X e E amp alirt cloudapp net Company nfo aspx Searct wW 8 v ps A A F a Logged in as Vaughn1Astria User User Profile Logout Home HowitWorks FAQ About SAM Getting Inventory H Microsoft About your organisation IT Profile b Desktops Please complete the following information as comprehensively as you can It will help us give you the best possible advice in terms the mangement of your software estate and ways you can improve cost control governance and optimisation General Please enter the following general information Hint and Tips You may optionally allow us to forward your information to Microsoft for formal validation Would you like Microsoft to validate your declaration If you do so then you will receive a Compliance Certificate when this review is sucessfully Yes completed You will also be exempt from ONo further review for a minimum period of 1 year gt IT infra
16. ort glossary of the IT terms used in the tool How It Works Follow these simple steps and you ll be done quick and easy 1 Update profile information ABO U T SAM First step is to fill in details about you your contact details and some information about your organisation These will help us in tying up the information you provide with the right company account and registration data A we bsite that exp al n S SAM fo r SM B 6 n eq sy to u nd ersta nd All information is kept confidential and will not be passed over to third parties or used for other marketing purposes Check out our privacy and data security statement here language You can view it by clicking the About SAM navigation option or visiting www smbsam co uk Copyright 2015 Microsoft m Microsoft FREQUENTLY ASKED QUESTIONS What if don t understand everything oo eee a E Home HowitWorks FAQ About SAM Getting Inventory Microsoft The frequently asked questions is your first stop if you re unsure what to do or don t quite understand some of the terms or language used Frequently Asked Questions FAQ We are regularly updating it to answer the most common questions Why should spend tine and effort bo complete this Sofmare Assessment users like you are asking us Simply click on the title bar to display the Sa ts ee ee answers A well thought out and managed approach to managing your software assets makes it easier for you to understand what software
17. our desktops servers potential SQL servers and SAM Optimisation Model You will then review all the results before submitting this information to Microsoft We will also review your report and send you feedback on current compliance level potential issues and suggestions on how to make the most out of your software investment NOTE This review will only cover Microsoft operating environment and Microsoft software products Copyright 2015 Microsoft Microsoft GETTING STARTED Familiarise yourself with the website J Microsoft Software Self Assess gt lt Have a look at the website before you get properly started It gives Yo aaan you all the necessary information on how to complete the assessment and also a number of links to other useful information eee een eee ma Microsoft about SAM Profile Information 6 2 Select inventory method H OW IT WO R KS Next you need to decide how you re going to get the data about your PC s and software currently Quesnonaire 9 The slideshow will walk you through the key steps on how to get P E eee started upload inventory view the interim report and submit it to ines eee eee loader Install a free inventory tool Tool Installation 5 Microsoft There is also a button to download The User Guide Inventory Data 6 Review and Send Q FAQ Job Done Frequently asked questions section is constantly updated with the most often asked questions There is also a sh
18. r out of office Product Name purposes Desktop PCs Pooled Notebooks are those shared amongst a number of users Notebooks primary Pooled Notebooks Thin Clients Tills Point of Service Devices Copyright 2015 Microsoft Microsoft SELECT THE INVENTORY METHOD Should use a tool or manual data collection and input The first practical decision you have to make is how are you going to collect all the data concerning all your installed software As we discussed earlier you have three main options 1 Using data from your existing inventory tool 2 Installing a temporarily free tool or 3 Collecting and typing in the data manually Feel free to use any of the methods above We will explore the benefits and requirements of all three options on the following pages Copyright 2015 Microsoft Microsoft AUTOMATED INVENTORY TOOL We recommend using automated inventory tool You might already have a tool that can create an inventory report for you These tools will scan all the machines on your network record all installed software and produce a report we can use for this assessment Specialist SAM tools that will provide inventory reports from other vendors include Applixure Aspera Belarc ExpressMetrix Flexera HP IBM LanSweeper Snow Software SpiceWorks Inventory and management tools from Microsoft System Center Configuration Man
19. run where and whether it is up to date or even expired A SAM program will help you reduce and minimise operational risks and potential security threats due to older unwanted or illegal Below the questions iS a short glossary of terms and acronyms IT software It will also help you optimise your licence use reduce costs and keep your company compliant within your current software agreements people love acronyms We have tried hard to use only a minimum of technical language and acronyms to make the tool easy to understand and use gt What if don t have an automated inventory tool gt Where can get help in carrying out this assessment gt How can make sure all our software purchases are registered with Microsoft We hope that the FAQ and Glossary will help you along the way If you re still unsure of something use the built in messaging system to talk to us amp alirt cloudapp net FAQ aspx Short Glossary of Terms Term Meaning ELP Effective Licence Position The difference between your installed software packaged and the number of software packages that you have registered with Microsoft Estate Your current PC s printers and other network connected equipment Inventory Stock taking of your currently installed software on all your PC s MLS Microsoft Licence Statement A report of all your registered Microsoft software packages Proof of Methods of providing proof of purchase of your Microsoft prod
20. sage here S THIRD PARTY IT EXPERTS No Attachments We have also enrolled one of our partners to provide technical support in carrying out inventory exercises or installing the n optional inventory tool at a very reasonable cost Details of these 3 services can be found at link here vaughn 1 astria co uk 9 15 2015 5 40 09 PM hgadhgfedghesngednsgn vaughn 1 astria co uk 8 28 2015 12 08 04 PM can you help with vaughnc themisconsulting co uk 8 20 2015 11 06 38 AM Hello Peter please go to website and download file xxxxx Copyright 2015 Microsoft Microsoft FREQUENTLY ASKED QUESTIONS Why should I spend time and effort to complete this Software Assessment This self service assessment is tailored for small and medium sized companies We believe it adds value for our clients by helping you optimise your purchasing strategies and avoid IT security risks as well as assisting you to become confident with your software compliance position What are the key benefits of a SAM program A well thought out and managed approach to managing your software assets makes it easier for you to understand what software run where and whether it is up to date or even expired A SAM program will help you reduce and minimise operational risks and potential security threats due to older unwanted or illegal software It will also help you optimise your license use reduce costs and keep your company compliant within your current sof
21. structure gt Devices Used gt Standard Operating Environment Save amp Proceed Microsoft YOUR IT INFRASTRUCTURE AND DEVICES People PC s and infrastructure p x N t th ti f ti b t http alirt1 c ompanylnfo aspx X F ex l ree sections cover general information about your DEEE T A search wih ER E E organisation and IT estate including Logged in as Vaughn 1Astria User User Profile Logout Total number of staff Home HowitWorks FAQ About SAM Getting Inventory H Microsoft Total number of computers How do you collect inventory information About your organisation How many sites your organisation has MT Profile G Desktops Servers SQL Server SOM Summary How many different devices you have Please complete the following information as comprehensively as you can It will help us give you the best possible advice in terms the mangement of your software estate and ways you can improve cost control governance and optimisation gt General As you move from one section to another you ll see little green icons appearing in the completed sections If you have not answered all the mandatory questions you ll see a similar red icon later Please indicate the current devices used in your environment categorised as follows Hint and Tips gt IT infrastructure Notebooks Primary means that the Notebook PC is used as the user s primary device rather than as a secondary device fo
22. t Office 2007 Word 10 0 3 0 Microsoft Office 2010 Access 31 0 31 0 Microsoft Office 2010 Excel 41 0 10 0 Microsoft Office 2010 Home and Business 23 0 23 0 You can print or export the ELP for your records and if you opted Microsoft Office 2010 OneNote 41 o 10 0 cre Microsoft Office 2010 Outlook 41 0 10 0 for Microsoft to validate this assessment also your Certificate of Microsoft Office 2010 PowerPoint 41 0 10 0 Microsoft Office 2010 Publisher 41 0 33 0 Microsoft Office 2010 Standard 8 11 3 3 Co m p l a n ce i Microsoft Office 2010 Word 41 0 10 0 Microsoft Office 2013 Excel 2 0 0 0 Microsoft Office 2013 Home and Business 2 0 2 0 Microsoft Office 2013 OneNote 2 0 0 0 Microsoft Office 2013 Outlook 2 0 0 0 Microsoft Office 2013 PowerPoint 2 0 0 0 Microsoft Office 2013 Word 2 0 0 0 Microsoft SQL Server 2008 Analysis Services 1 0 0 0 Microsoft SQL Server 2008 Integration Services 1 0 0 0 Microsoft SQL Server 2008 Reporting Services 1 0 0 0 Microsoft SQL Server 2008 Standard 1 1 0 0 Windows 7 Professional 53 0 53 0 Windows Server 2008 R2 Standard 2 0 2 0 Windows Server 2008 Standard 1 0 1 0 Windows Server 2012 R2 Standard 1 1 0 0 Picture of Certificate of Compliance Copyright 2015 Microsoft Microsoft FINAL FULL ASSESSMENT REPORT Report ABC Ltd Product Quantity Quantity Product Group Family Version installed lic f Delta Status Summary Exchange Server Exchange es 3 2013 0 1 1 Compliant Standard S
23. ted Copyright 2015 Microsoft Microsoft REVIEWING YOUR INTERIM ASSESSMENT Summary of your answers http alirt1 c t Summary aspx x You have now completed all the sections and can review your ali cloudapp net Summary Searc yea UthdaOg ee E answers before sending the assessment to Microsoft Summary Desktops Servers SQL Server SOM Summary p All the information from automated inventory uploads and manual input are now updated in the various questionnaire forms You can review each and all sections and if needed make changes to TEEPEE E EE E E E EO E E lc ee eee better reflect your current installation and estate e a a al a a ar Company Info Desktop Server S Q L Server SOM Desktop Operating Systems Desktop Applications Microsoft Office Office Professional Plus Product Name Quantity Office Professional Plus 2010 56 Office Professional Plus 2007 3 Office Professional Plus 2003 Office Professional Plus XP Office Professional Plus 2000 Office Professional Plus 97 Copyright 2015 Microsoft Microsoft SUBMIT ASSESSMENT TO MICROSOFT Once ready send to Microsoft When you are happy that you have completed each section as fully as possible click the Submit button below to send the information to Microsoft Our licensing experts will review your assessment and compare it with your currently registered Microsoft products and services The SASS tool will a
24. th a list of server related questions You may e alirt1 cloudapp net AuditServer aspx r wv 8 tt AAO PP v not have all these products but bear with us and just tick the No boxes if you don t have them http alirt1 cl AuditServer aspx X Installed Software Server Step 2 of 4 IT Profile Desktops gt servers 4 SQL Server Summary Server products include Server Operating Systems Storage Datacenter Servers Exchange Server Sharepoint Server Exchange Server s System Center Server Do you use Microsoft Exchange within your organisation Dynamics CRM NAV Oves No Other servers Exchange Server Enterprise Once you have completed all the questions click Save amp Proceed to move to the next section Product Name Exchange Server Enterprise 2010 Exchange Server Enterprise 2007 Exchange Server Enterprise 2003 Exchange Server Enterprise 2000 Exchange Server Enterprise 5 5 Copyright 2015 Microsoft Microsoft SQL SERVERS Your SQL Server data Next you need to tell us about any SQL servers running on your network Start by telling us how many SQL server you have by typing in the number in the box and pressing the pressing the sign The tool will automatically create a new tab for each server 1 Continue by filling in the information for each server including Server IP address Server name e Version installed Edition insta
25. tory file to the SASS tool e The system will now load the inventory and check that it has all the information it needs in correct format You will get a confirmation that the file has been successfully uploaded and information extracted to the tool If you get an error message make sure that the data is in correct format and that the file has been saved as a single Excel worksheet If you think that the file is OK you can send it to our experts using the messaging function for manual review Copyright 2015 Microsoft tE 4a i a Upload 2 Inventory SAM My Profile alirt1 cloudapp net Uploadinventory aspx Yeu tnrdaoes Mho Home HowitWorks FAQ AboutSAM Getting Inventory ome Upload Inventory b Rien File Home Share View y a gt OneDrive gt Inventory A A Name Favorites A360 Drive SAM inventory All software 20150916 all Logged in as Vaughn 1Astria User User Profile Logout EE Microsoft v Search Inv Date modified Type Size 16 09 2015 09 57 Microsoft Excel Worksheet Creative Cloud Files fi SAM inventory Microsoft products 2015 21 09 2015 09 47 Microsoft Excel Worksheet E Desktop i Downloads 23 Dropbox Di 5 i Recent places OneDrive db Documents d Inventory a 2 items 1 item selected 44 8 KB Available offline Microsoft MANUAL QUESTIONNAIRE Fill in questionnaire If you only have a few PCs or don t have
26. tware agreements Where can get help in carrying out this assessment We have produced a simple User Guide that you can download here It gives you detailed guidance on each of the steps and options to get this assessment completed with minimal effort You can find much more information on setting up a SAM program for small and medium sized businesses at a dedicated Microsoft website at www smbsam co uk Copyright 2015 Microsoft What if don t have an automated inventory tool We strongly recommend using automated inventory and software asset management tools as they will make your management much easier saving you time and money We have listed a number of tools from Microsoft and other vendors in the instructions suitable for a range of company sized and budgets There is an option to set up a free trial with one of the vendors for the duration of this assessment many of the other tools will have also a trial period We have selected this particular tool based on its ease of use and simple reporting More information in the User Manual and in the actual assessment How can make sure all our software purchases are registered with Microsoft Volume Licensing purchases are directly attributed to your company using a customer number called TPID unique to your parent company They can be centrally managed in the Microsoft Volume License system Purchases of OEM ready installed operating systems and software or retail box
27. ucts and licences These include volume license agreement numbers FPP and Ownership Boxed Product License Proof purchase invoices SAM Software Asset Management SAM is a set of tools and processes that help organisations manage and keep track of the licenses they own TPID Top Parent ID Your top level organisational ID for registering your software with Microsoft essentially your customer number Copyright 2015 Microsoft Microsoft MORE RESOURCES SAM website aimed at SMB s smbsam co uk SAM gma Microsoft FOR SMB S We have also created a dedicated and simple to understand website for small and medium businesses in the UK It covers all the essentials on software asset management what benefits it brings to your company and why SAM is important to every organisation Contact Visit the site at www smbsam co uk Proactive Software Asset Management can result in up to a 50 reduction in IT labour costs from simplified deployment purchasing and support Copyright 2015 Microsoft Microsoft REGISTER Simply fill in the registration form Start by typing in the reference code which you received in our Invitation letter in the New Users section on the home page and press Register Now button Then just fill in your contact details and select a suitable password We recommend using strong passwords for the safety reasons You will receive a confirmation email
28. utomatically generate a report on your effective license position ELP and notify you both via email and the in tool messaging system when these final report are ready for you to review Please enter the following general information Would you like Microsoft to validate your declaration Yes Copyright 2015 Microsoft Microsoft FINAL REPORT Install inventory tool Once you have submitted your assessment data we will automatically compare it with your registered Microsoft License Statement MLS The report option on the home page is now active and you can check your current Effective License Position ELP It gives you the 5 ao A Product Total software deployment License count Licensing Position Transferred Licenses Microsoft Exchange Server 2010 1 1 0 0 total number of installed software packages how many are a s od Microsoft Office 2007 Excel 10 0 3 0 correctly licensed and the difference telling you whether you are Microsoft Ofice 2007 InfoPath i 0 0 0 3 E s Microsoft Office 2007 Outlook 10 0 3 0 over or under licensed Finally you will get a simple compliance Microsoft Ofice 2007 PowerPoint 10 0 3 0 Microsoft Office 2007 Professional Hybrid OEM 1 0 1 0 Microsoft Office 2007 Professional Plus 1 0 1 0 rati ng for each softwa re package Microsoft Office 2007 Publisher 3 0 0 0 Microsoft Office 2007 Small Business 1 0 1 0 Microsoft Office 2007 Standard 4 1 0 0 Microsof
29. within your your answers organisation O A SAM Roles and responsibilities are not defined SAM is only performed as and when required such as during a vendor audit B There is some part time resource allocated to SAM this is in addition to their day job There is no formal SAM policy OO There is a full time dedicated resource to SAM SAM processes exist however they are not documented O D Senior executives have demonstrated that SAM is a top priority for the organisation SAM processes have been established and formally documented 2 Does your organisation conduct regular reviews of SAM processes to identify areas of improvement OA There is no plan for implementing SAM or no SAM improvement plan has been completed B SAM performance reviews take place once a year O C SAM performance reviews take place ever quarter O D SAM performance reviews are carried out at least monthly and used to perform improvements against the plan 3 Do you have a hardware amp software inventory tool deployed OA There is no inventory discovery tool implemented manual checks can be completed O B There is an inventory discovery tool implemented and can detect up to 95 of the hardware estate C There is an inventory discovery tool implemented and can detect between 95 99 of the hardware estate O D There is an inventory discovery tool implemented and can detect 99 of the hardware estate sweeps are conducted weekly and any deltas are investiga
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