Ivanti License Optimizer 2018.x - What's New

Version 9

    Table of content

     

    2018.11

    Importing from the License Summary sheet of a Microsoft License Statement

    Microsoft provides information about your Microsoft licenses in a spreadsheet called a Microsoft License Statement, or MLS. This spreadsheet includes a number of worksheets, two of which you can use to import your Microsoft licenses from: Transaction Data and License Summary. The ability to import from License Summary was temporarily removed in V2018.7, but has now been improved and restored to the License Type drop-down on the Data Source page for License Imports.

     

    Which of these two options you choose to use depends on what you are trying to achieve:

     

    • If you import using the MLS Transaction Data License Type, the data is taken from the Transaction Data worksheet in your MLS. This worksheet includes a lot of information, but also includes an entry for each purchase you made. This means that if you bought 50 licenses for Office 2013, then later bought an additional 25 licenses for Office 2013, and then later still bought an upgrade for all 75 Office 2013 licenses to Office 2016, there would be three sets of license data for you to match and work with going forward.

     

    • If you import using the MLS License Summary License Type, the data is taken from the License Summary worksheet in your MLS. This worksheet includes much less information, but consolidates all of your license purchases into a single row. This means that for the example given above, instead of there being three sets of license data for you to work with, there is just a single set of 75 Office 2016 licenses. Moreover, this set of 75 Office 2016 licenses definitely correspond to the licenses that Microsoft expects you to have – there is no chance of ambiguity.

     

    The decision you need to make is whether you need all of that additional information from the Transaction Data worksheet and the complexity that goes with it, or whether the much simpler License Summary worksheet, which contains all of the information you need to complete your Microsoft Effective License Position, is sufficient.

     

    Improvements to filters – Licenses page

    Similar to the improvement made on the filters of the Software page in the release 2018.9, the filters on the Licenses page now also remain until you change them or log out. Previously, the filters were reset each time the page loaded.

    For more information, see Licenses.

    2018.10

    This release focused on improving the connection to Ivanti Discovery Services, including improvements to data import and the recognition of Windows Operating Systems.

     

    2018.9

    License Matching

    A new column, Quality, has been added to the data grid on the License Matching page:

    This column indicates the quality of the potential match that License Optimizer has made for an unmatched license. You can filter the list based on the values in this column, so that you can focus your teaching on those items that have been more confidently identified.

    Three levels exist:

    • High
    • Medium
    • Low

    For more information, see License Matching.

    Improvements to filters – Software page

    There are two sets of filters on the Software page:

    • the filters towards the top of the page (labeled Business Units, Vendors/Products, Licenses, and Categories) enable you to specify which software items you want to display initially.
    • when you have set one or more of these filters, the corresponding data grid appears. This data grid has another set of filters above each column that enable you to filter the displayed list.

    Your selections in both sets of these filters now remains until you change them or log out. Previously, the filters were reset each time the page loaded.

    For more information, see Software.

    Deleting Business Units

    The Business Units page now allows you to delete any number of Business Units at a time (including entire branches) by removing the limit of 200 items introduced in 2018.8 with the feature.

    For more information about business units, see Business Units.

    2018.8

    A new video has been added that provides a high-level overview of the concepts behind License Optimizer:

     

    Conceptual Overview (4:39)

     

    Deleting Business Units

    From the Business Units page, you can now delete Business Units. Two options are available:

    • Delete selected - Delete only the Business Units selected by their left check box
    • Delete all

    Both above options allow you to delete up to 200 items at a time (including entire branches).

    The previous Delete option added in 2018.3 has been removed from the in-line gears menu for Business Units.

    For more information about business units, see Business Units.

    Improvements to filters

    When you apply filters to the Hardware page or License Matching page, the filters now remain until you change them or log out. Previously, the filters were reset each time the page loaded.

     

    2018.7

    License Matching – removing incorrect recognition phrases

    When you import entitlement data, License Optimizer tries to match license records to a product entry in the License Optimizer Software Library, and any imported licenses that it does not recognize you can then teach it. Sometimes, however, you will make mistakes when teaching license recognition phrases to License Optimizer. From this release, you can remove these mistaken license recognition phrases by clicking alongside the mistaught row on the Recognition Phrases tab on the Software Library page.

    After you have removed the mistaken license recognition phrases, you need to re-import the license file that contains the licenses that you mistaught with the Import Method set to Overwrite. When you re-import this file, License Optimizer automatically recognizes all of the licenses that you correctly taught it and displays on the License Matching page any licenses that you removed the recognition phrase for, so that you can teach it the correct phrase.

    For more information, see License Matching and Software Library.

    Matching licenses to contracts during import

    You can now automatically match licenses to contracts during license import. A new mandatory field, Contract Number, has been added to the Contract grid and form. You can map the Contract field on the license record to the Contract Number field on the contract.

    During the upgrade, a default Contract Number is applied to each of your contracts. Change this default to the value you want to use. Each contract must have a unique Contract Number.

    To help you to automatically match licenses to contracts during license import, two new columns have been added to the import template that you can download from License Optimizer: Contract Number and Contract Description. Use these fields in your license import file to specify the contract that a license is linked to.

    When you are importing an MLS Transaction Data spreadsheet, the Authorization / Agreement Number column on the Transaction Data worksheet is mapped to the Contract Number, and the Customer Name on Agreement column on the Transaction Data worksheet is mapped to the Contract Description.

     

    When you import a General license spreadsheet, if a license record has:

    • no Contract Number specified, it is imported and not linked to a contract.
    • a Contract Number specified that exists in your system, it is imported and matched to that contract.
    • a Contract Number specified that does not exist in your system, a new contract is created using the Contract Number and Contract Description and the license is imported and linked to this new contract.

     

    When you import an MLS Transaction Data license spreadsheet, if a license record has:

    • no Authorization / Agreement Number specified, it is imported and not linked to a contract.
    • an Authorization / Agreement Number specified that exists in your system, it is imported and matched to that contract.
    • an Authorization / Agreement Number specified that does not exist in your system, a new contract is created using the Authorization / Agreement Number and Customer Name on Agreement and the license is imported and linked to this new contract.

     

    Identifying contracts

    In the Parent Contract drop-down on the Contract form, and in the Contract drop-down on the License form and License Quick Edit dialog, contracts are no longer identified by the Contract Description only, but by both the Contract Number and the Contract Description combined.

     

    Filtering licenses by Status

    Only valid licenses can be used in reconciliation, so one of the tasks that you need to complete is to supply the missing details for any invalid licenses. Previously, you had to look through the entire list of matched licenses to find the invalid licenses. There is now a filter on the Status column on the list of matched licenses that enables you to display All, Valid, or Invalid licenses.

     

    Data import logs

    A number of improvements have been made to the data import logs. The logs now include the number of:

    • records in the source
    • records imported into License Optimizer for each object type
    • rejected and skipped rows

     

    Also, the logs enable you to identify each record that failed to import along with a reason for the failure and a suggestion for resolving the issue.

    MLS Transaction Data imports include a pre-processing step that applies business logic on the records to remove some of them. The logs for MLS Transaction Data imports now provide additional information about licenses rejected as part of this pre-processing to help you to understand the reason for their rejection.

     

    Other import enhancements

    A number of other enhancements have been made to the Data Import pages for this release.

     

    Pending and scheduled imports

    To help you to estimate how quickly your imports will take to run, the current total number of pending and scheduled data imports appears in a banner at the top of the Data Import page. The current number of pending and scheduled data imports for each Import Type is shown as an icon on the corresponding tile, with the number of pending imports displayed on a red circle, and the number of scheduled imports shown on a blue circle.

     

    Example:

    Pending and scheduled imports icon signifies that two imports are pending, and one import is scheduled

     

    Obsolete license types removed from the Create New License Import page

    Some import options are no longer available for new data imports and have been removed from the License Type drop down when you create a new license data import. Use the following templates instead:

    • For Concorde Flat File, use General
    • For Microsoft License Statement, use MLS Transaction Data
    • For SAP, use General

     

    Improved import reliability

    Previously, there were times when the import service could become blocked if there were problems with a data import. Now any imports that become stuck are marked with Failed in the Import Status column of the Data Import list along with a reason for the failure, and removed from the queue. This means that the following data imports can start immediately and you are provided with information about why your import failed.

     

    Column mapping removed for inventory imports of type Ivanti Discovery

    The mappings provided for inventory imports using the Ivanti Discovery import type are correctly set by Ivanti, so the column mapping pages have been removed from the Data Import pages for this import type, as they are not required.

     

    Cluster data from Ivanti Cloud Discovery

    Cluster data is now imported through the Cloud Discovery data source and can be viewed on the Hardware page

    For more information about Data Import, see Data Import.

    2018.6

    Improvements to the integration with Ivanti Cloud Discovery Services

    Previously, when using the Ivanti Cloud Discovery Services that you configure using the Configure Connectors tile on the Data Import page, License Optimizer could identify a single instance of software as two separate software instances. Software information is collected from both Add\Remove Programs and from Products, which sometimes contain the same software instance but with the version number recorded with different levels of detail. For example, an instance of software with version 13.0.10.0.1 in Add\Remove Programs is the same as an instance of software with the same name in Products that has the version number 13.0, but License Optimizer was identifying them as different versions.

    The more detailed version number is now trimmed to match the shorter version number so that the two software instances match and are considered a single software product by License Optimizer.

     

    2018.5

    Lookup values for data import

    When you import data, some columns require specific values. For example, if you import Business Units, then the value in the Business Unit Type column must be set to one of: COMPANY, REGION, COUNTRY, SITE, DEPARTMENT, DOMAIN, ROOM, COSTCENTRE, or OTHER. If you use any values other than these, then the associated record is not imported.

    For this reason, it is very important that you take care when entering values into these lookup columns. To help with this, the Data Import page now enables you to copy the accepted lookup values for a data source to your computer's clipboard, so that you can paste these values into your source file.

     

    To copy the accepted lookup values:

    1. Under Data Management on the navigation bar, click Data Import.
      The Data Import page appears.
    2. Click the appropriate Import Types tile, then edit or create a new data source.
    3. Progress to the Data Source page.
      In the Select your sources section, there is a column called Lookup Values. If a File Type includes columns that have lookup values, a link appears in this column.


    4. Click the link in the Lookup Values column.
      The Lookup Values dialog appears. Default values appear in bold.
      Lookup Values dialog

    5. Click Copy to Clipboard alongside the required column.
      The contents of the Available Values column is copied to your computer's clipboard, from where you can paste it into your data source file to ensure you use the correct allowed values.

    For more information, see Data Import.

    License Matching

    The License Matching page under Entitlement lists all license records in your system that are not matched to a product in the License Optimizer Software Library. The Recognised Product column for each license record suggests matching products in a drop-down list, with the better matches appearing at the top of this drop-down. You can then select the product that matches the license from this drop-down, and select Commit Matches from the page gears menu to teach this match for existing and/or future entitlement data import records.

    From V2018.5, the Recognised Product column includes a match value in square brackets before the product name. Higher match values, which appear first in the list, represent a higher confidence in the product match.

    More columns, including those related to entitlement, are available to add to the data grid. Use the Column menu column menu to add them to help you to identify licenses more easily. Conversely, you can remove columns from the grid to increase the width of the remaining columns so that you can more easily read the details of, for example, the Recognised Product column.

     

    You can also match licenses with products by searching for them and committing the match.

     

    To search for a matching product for an unmatched license:

    1. On the License Matching page, click Products above the list of unmatched licenses.
      The Search Product panel appears.
    2. Type the product name you are searching for in the Search Product field, then click Search.
      A search results list appears.
    3. Select the handle handle alongside the license you want to match, and drag it onto the matching product in the search results list.
      The Accept Matches dialog appears, asking how you want to accept the match.
    4. Select how you want to save the match. You can:
      • Assign product to selected entitlements only – assigns the selected license to the product
      • Assign product to selected entitlements and all similar descriptions – assigns the selected license and any similar license in the system to the product
      • Assign product to selected entitlements and all similar descriptions, and also for future entitlement with these descriptions – assigns the selected license and any similar license in the system to the product, along with any similar licenses that are imported in the future

    For more information, see License Matching.

    Files and Paths

    Files and Paths under the Tools on the navigation bar provides a useful way of teaching License Optimizer to recognize imported data and match it to a product listed in the Definitive Software Library (DSL). For this release, the speed and accuracy of the software library search has been improved.

    The DSL is in two parts: a global DSL maintained by Ivanti, and a custom DSL maintained by you that stores software that is specific to your organization. You can use the Software Teaching page that you access from the Files and Paths menu item to add new items to your custom DSL if you cannot find an appropriate record that already exists in the global DSL.

     

    To add an item to your custom DSL:

    1. Under Tools on the navigation bar, click Files and Paths.
      The Software Teaching page appears. listing all software records that have not been matched to an item in the DSL.
    2. Click an item in the list of unmatched software records.
      The right-hand pane updates to show potential matches from the DSL.
      If you find a match in this list, click the inline gears menu alongside the match, then click Match Program (Any Version) or Match Program & Version as appropriate to match the software record to the corresponding entry in the DSL.
    3. If you cannot find a match, you can create a new DSL record and associate the software record with it by clicking either Create New DSL or Create DSL From Selected.
      Clicking Create New DSL opens an empty Create New DSL dialog, clicking Create DSL From Selected opens the same dialog with DSL Title field populated with the value from the Title column for the software record.
    4. Complete the Vendor Name field and the DSL Title field, then select either Licensable or Non-Licensable alongside State.
    5. Complete the other fields as required, then click Save.
      The new record is saved to your custom DSL and the selected software record is matched to it.

    For more information about the Definitive Software Library, see Software Library.

    User List data import improvement

    You can now map the user location for a User List data import. If the location in the User List data does not already exist in License Optimizer, it is created as part of the data import.

    For more information about Data Import, see Data Import.For more information about locations, see Locations.

    Named Users

    Department and Job Title have been added to the data grid and dialogs on the Named User Management page.

     

    2018.4

    Locations

    You can now edit the Location field on an OSI even if the Lock to Audit Tool check box is selected.

     

    You can also remove the location assignment for OSIs and Named Users by selecting the Unassign Location check box on the Edit OSI or Edit User window. This check box is also available on the Hardware and User Quick Edit dialogs, enabling you to remove the location assignment for multiple records at the same time.

     

    Dashboards

    A new data series called Top X by Location is available to add to a dashboard tile, which you can find under the OSI Count folder of the Hardware series. This series enables you to add a chart to display the top x locations that have the most OSIs associated with them.

    For more information about configuring tiles on dashboards, see Viewing and configuring dashboards.

     

    2018.3

    Agent Management

    Shutdown time

    Previously, you could set only a date when you configured a shutdown time for an agent on the Agent Settings dialog. You can now also specify a time.

     

    Agent download and configuration

    The separate downloads for the import agents that you use to configure your data import from Ivanti Discovery Services have been combined into a single installer, which you can download from the Agent Management page.

    For more information about Agent Management, see Agent Management.

    To install the Core Control Agent Tool and the Import Agent:

    1. Click Agent Management under Configuration on the navigation bar.
      The Agent Management page appears.
    2. Click Download Import Agent at the top of the page.
      The file CoreControlImportAgent.zip is downloaded.
    3. Extract the files from CoreControlImportAgent.zip.
    4. Run Setup.exe from the AgentTool folder.
      The Core Control Agent Tool is installed.
    5. Run Setup.exe from the ImportAgent folder.
      The Import Agent is installed.

    When you have installed the Core Control Agent Tool and the Import Agent, you can configure the agent to connect to your Discovery Services. We recommend that you create a new user account to use as the import agent user. For information about creating user accounts, see Manage Users.

     

    To configure the Import Agent:

    1. Create a new import agent user in License Optimizer, and log in as this user to fully activate the user account.
    2. Open the file bootstrapImportData.config from the download folder in a text editor and change the <UserName> and <Password> values to match the credentials for the new import agent user that you created above.
    3. Save this file to the folder \Core Control Import Agent\Templates where you installed the Import Agent.
    4. Start Core Control Agent Tool from the Start menu using Run as administrator.
      The Core Control Agent Tool dialog appears.
    5. Click Load data from config file, and open the bootstrapImportData.config you edited above.
    6. Complete the fields in the Discovery Datasource group with the API for the Discovery endpoint and the Discovery Services Credentials.
    7. Set the Schedule as required, then click Save datasource changes to config file.
      The agent is configured.
    8. From the Windows Services applet, start the Core Control Import Agent service.

     

    Importing organizational data

    A new tile, Organisational Data, has been added to the Data Import page that enables you to import business units and locations from a spreadsheet. For more information about business units, see Business Units, for more information about locations, see Locations.

    See related video: Importing Organizational Data (6:08)

    Your business units spreadsheet can include the parent business unit for each business unit that you import, so that you can build a business unit structure. You can also specify a Business Unit Code, and a Business Unit Type. Available Business Unit Types are limited to Company, Region, Country, Site, Department, Domain, Room, and Other.

     

    For example, this spreadsheet:

    Business Unit NameParent Business UnitBusiness Unit Type
    UKCountry
    BracknellUKSite
    DaresburyUKSite
    USACountry
    SLCUSASite
    New BrightonUSASite
    MilpitasUSASite
    Engineering_BRKBracknellDepartment
    Engineering_DRSDaresburyDepartment
    Team1Engineering_BRKOther

    gives the following:

     

     

    Business Unit and Location imports have to use the Merge import method, which means that you can maintain a spreadsheet of your business units or locations and when you re-import it, changes are merged into the values stored in License Optimizer. If a row in the data source has no parent, it is added at the top level of the business units hierarchy.

    In your data import file use Site to indicate business units that you want to appear with the Business Unit Type set to Office/Site on the Business Units page.

    For more information, see the section Importing organisational data under Creating a new data source.

    Maintaining Business Units and Locations

    The Delete button on in-line gears menu for a business unit now deletes the business unit and its children business units, provided they do not have data associated with them. For more information about business units, see Business Units.

    You can drag and drop business units to move them between parents in the business unit hierarchy.

    You can create a hierarchy of locations and associate hardware and named users with these locations. You can add locations at the top level of the hierarchy, or as a child of an existing location. You can also move a location to a new parent location if required and delete locations that have no data associated with them. For more information about locations, see Locations.

     

    2018.2

    Unlocking user accounts

    If a user enters their password incorrectly too many times, their account is locked for 30 minutes. Previously, the user had to wait for 30 minutes before they could log in. Now, License Optimizer administrators can unlock any locked accounts from the gears menu for the affected user on the Manage System Users page.

    For more information about user accounts, see Manage Users.

     

    Static Reports

    Gap Analysis - Hardware and Potential Hardware Duplicates Review Report have been added to the Static Reports.

    For more information about static reports, see Static Reports.

     

    Visit Ivanti License Optimizer help page for even more information about all other available components and features.

     

    2018.10

    This release focused on improving the connection to Ivanti Discovery Services, including improvements to data import and the recognition of Windows Operating Systems.