Edit application

  1. On the Applications menu, click Search for applications and find one or more applications to be edited.

  2. To edit one application: 

    1. Click the application row.

      The Application detail view appears.

    2. On the context menu, click Edit application.

  3. To edit several applications at the same time:

    1. Select the applications.

    2. Click Edit applications on the context menu.

      The Multiple application editing view appears.

  4. Edit the information in the fields on the tabs according to the following sections.

  5. Click Save.

General info tab

To edit additional information about the application, edit the settings on the General info tab:

  1. Type a Description of the application.

  2. Type Serial numbers/license keys for easy access during installation/reinstallation.

  3. In the Media box, type information on storage location of the installation media.

  4. In the System owner boxes, type information on whom to get in contact with in case of any questions or issues with this specific application.

License settings tab

To select and enter license related information, edit the settings on the License settings tab.

General

The following general information for the application can be added:

  • License requirement

    Select the No license required check box if no license is required for the application.

  • Additional settings

    • Enable secondary use rights

      To enable secondary use rights for this application, select the check box.

    • Allow simultaneous multiple versions

      To set that only one license is required for a computer with multiple versions of the application installed, select the check box.

      Despite being selected, the feature is enabled only when there is a license that covers the local installations. Before a license is added, both versions will be displayed as requiring a license on the computer. This is done because the right of running multiple simultaneous versions on one computer is covered by the license, not by the application.

    • Allow simultaneous multiple editions

      To set that only one license is required for a computer with multiple editions of the application, select the check box.

  • Compliance settings

    • Apply metrics to upgrade/downgrade

      To apply all added metrics to the applications from upgrade/downgrade path, select the check box.

    • Apply metrics to cross edition

      To apply all added metrics to the applications from cross edition path, select the check box.

  • Release date

    The Software Recognition Service provides the General Availability Date for each application. To override this global release date, enter a Release date.

Downgrade rights path

Select the number of previous versions a downgrade can be made to from the list in this section.

Metrics

The left side of the Metrics section displays all metrics that have been added to the application.

To add a metric to the application, select a metric from the list below the added metrics, and then select the AddSLM_AddButton.png button.

Delete a metric by selecting the trashcan icon next to the metric.

Note

A metric cannot be deleted in the following cases:

  • When the metric is the default metric.

  • When the metric is connected to a license purchase registration.

    The license must be deleted before the metric can be deleted.

In these cases, no trashcan is available for the metric.

The default metric is marked with the default metric DefaultMetric.png icon. To make another metric the default metric, select the metric and then select Set as default metric.

Note

The default metric cannot be changed for a Windows Server application.

Select one of the added metrics to view information related to the selected metric on the right side of the Metrics section. Edit the information related to the selected metric according to the following description:

  • Metric setting

    Metric: Users

    Select a metric setting from the list.

    Metric setting

    Description

    Usage within metering period

    All users that have used the application within the specified metering period (see below).

    All primary users

    The primary user (most frequent user based on logon information) of a computer that has the application installed, whether or not the user has actually used the application in question.

    All computer users

    All users that have logged on to a computer that has the application installed, whether or not the users have actually used the application in question.

  • Minimum number of licenses

    Metric: Number of processors, Number of processor cores

    Define the minimum number of licenses per computer that is required for the application according to the license agreement. Enter the quantity in the Minimum number of licenses box.

  • Period

    Metric: Users, Devices, Concurrent users, Concurrent devices.

    Note

    For the metric Users the Period list is only available if metric setting Usage within metering period is selected.

    Select a metering period from the list.

    Period

    Description

    Example

    Use system default

    System default is Current month.

    Note

    Since the Data Update Job runs only once a day (by default at 9:00 PM) the usage for the “current date” will not be reported until the next day. Hence, when the current date is the first of the month, usage of the previous month will be used in the calculations instead.

    Example 1:

    Current date = 24th of September

    Metering period = 1st of September to 24th of September

    Example 2:

    Current date = 1st of September

    Metering period: 1st of August to 31st of August

    Continuous

    Data for current date and X number of days back in time, where X is defined in the Interval (days) box.

    Current date = 24th of September

    X = 60 days

    Metering period = 27th of July to 24th of September

    Periodical incl. current month

    Data for the last day of the previous month and X number of days back in time, where X Is defined in the Interval (days) box, plus data for the currrent month.

    Current date = 24th of September

    X = 60 days

    Metering period = 3rd of July to 24th of September (24 + 60 = 84 days)

  • Custom compare value type

    Metric: Custom compare values

    Select a custom compare value type from the list.

  • Application cost

    PVU

    CAL (Client Access License)

    All metrics

    Enter an estimated cost for each license in the box. The value is used for creating cost estimations of over- and under-licensing and total cost for installations, devices, users etc.

    Select Currency. The currency does not have to be the same as the currency selected in your user settings.

    Note

    You need to recalculate compliance to update the cost estimations after entering new cost information for the Application cost or License cost.

Other settings tab

To select how alerts should be used, edit the settings on the Other settings tab.

When an alert is excluded, potential over-licensing or under-licensing will be displayed in the Applications details view, but it will not be shown as an alert.

Downgrade paths tab

Use the fields on the Downgrade paths tab to manually add versions within the application family that this application is valid to downgrade to. The application versions can be listed in relative order to define the downgrade path.

Note

A manual downgrade path will override cross edition rights and downgrade paths identified by the Software Recognition Service.

Add application
  1. In the Available applications list, select the application to be added.

  2. Click the Add ButtonAdd icon.

    The application is moved to the The application is valid for downgrade to list.

Change downgrade order
  1. In the The application is valid for downgrade to list, select the application to be moved.

  2. Click the Up ButtonUp or Down ButtonDown icons to move the application up or down in the list.

Remove application
  1. In The application is valid for downgrade to list, select the application to be removed.

  2. Click the Remove ButtonRemove icon.

    The application is moved to the Available applications list.

Program files tab

The information on the Program files tab shows all identified inventoried program files and registry keys that are linked to the application. No changes can be made on this tab.

Custom information tab

Use the Custom information, to add custom fields and change the values in the custom fields. Only custom fields that are created for the Application category are available.

For more information, see Custom fields.

Compare values tab

The Compare values tab is available for the metric Custom compare values, and if this metric is not connected to a custom field.

Use the Compare values tab to specify the quantity per organization of the custom compare value type selected in the License settings tab.

To edit the settings on the Compare values tab:

  1. To add organization node and quantity:

    1. In the list, click the check boxes to select the organization nodes to be added, and then click OK.

    2. Click Add.

      The selected organization nodes are added to the view.

    3. Type a custom compare value for the organization node in the Quantity box.

  2. To change quantity, type a new custom compare value for the selected organization node in the Quantity box.

  3. To remove organization node, click the Remove RemoveWhite icon to the right of the organization node to be removed.

Example 8. Monitor compliance for Exchange email accounts

The license requirement for Client access licenses (CALs) for Microsoft Exchange Server 2010 cannot be discovered by Snow Inventory agents. A metric called Exchange CAL is therefore defined to monitor the compliance for Exchange email accounts.

The following steps are performed to monitor the compliance for the application Microsoft Exchange Server 2010 Standard User CAL:

  1. Create a new custom compare value called Exchange CAL according to Custom compare value types.

  2. Navigate to the application details view for Microsoft Exchange Server 2010 Standard User CAL.

  3. Click Edit application.

  4. On the License settings tab, set the Metric to Custom compare values, and set the Custom compare value type to Exchange CAL.

  5. On the Compare values tab, specify the number of Exchange email accounts for each organization node and for this application.

  6. Click Save.

  7. On the context menu, click Add application license.

    The Add license view appears.

  8. In the Quantity box, type the number of CALs purchased.

  9. Click Save and then select Recalculate compliance from the dropdown menu under your username.

  10. On the Allocation tab, analyze the compliance for the application.



Bundle options tab

On the Bundle options tab, select to unbundle an application bundle in order to license the included applications individually instead. This is done on the computer where the application is installed.

This tab is only available for bundles.