License Usage Auditing

Transcription

1 License Usage Auditing Rob Reich Teamcenter Business Development Strategy, Innovation, and Research 1

2 License Usage Auditing Agenda Why do I care about monitoring licensing usage? Philosophy of Teamcenter licensing HD User Experience Intelligently Integrated Information Future-proof Architecture Tools for auditing license usage Teamcenter 8.3 using FlexNet Teamcenter 9 built in auditing Teamcenter Occasional Author Spreadsheet Magic For FlexNet logs and Teamcenter usage reports Page 2

3 License Usage Auditing Why do I Care? Why do I care about monitoring licensing usage? Philosophy of Teamcenter licensing HD User Experience Intelligently Integrated Information Future-proof Architecture Tools for auditing license usage Teamcenter 8.3 using FlexNet Teamcenter 9 built in auditing Teamcenter Occasional Author Spreadsheet Magic For FlexNet logs and Teamcenter usage reports Page 3

4 Reasons for Monitoring License Usage Why do I Care About Monitoring Licensing Usage? Interdepartmental charges Typical scenario is that a central IT organization supports multiple user communities / departments that use the Teamcenter tool set The central IT needs to fairly charge for the those group s usage Budgeting Monitor trends of usage to determine when additional license purchases must be budgeted Interdepartmental budgeting as with above Compliance Teamcenter licensing allows for auditing license usage to enable a company to monitor their compliance with their license agreement For public US companies, Sarbanes-Oxley Act of 2002 has financial reporting implications that requires compliance with software licensing Page 4

5 Compliance Teamcenter licensing philosophy is not to force companies to assign named users to every module license, but to rather allow for auditing the usage to monitor compliance Enable honest companies to stay honest Page 5

6 License Usage Auditing Philosophy of Teamcenter Licensing Why do I care about monitoring licensing usage? Philosophy of Teamcenter licensing HD User Experience Intelligently Integrated Information Future-proof Architecture Tools for auditing license usage Teamcenter 8.3 using FlexNet Teamcenter 9 built in auditing Teamcenter Occasional Author Spreadsheet Magic For FlexNet logs and Teamcenter usage reports Page 6

7 Licensing Enforcement Philosophy Focus on monitoring license usage as the first priority and enforcement of licensing as a second priority Have enough enforcement to help customers stay honest End user licensing enforcement should not become a major source of PRs due to over enforcement The last thing we want is to block production usage while you re waiting for a new license file Reduce the burden of managing named users Page 7

8 Named User Licensing Most of Teamcenter is licensed via Named User Licensing Exceptions exist for server or system wide products and for integrations that are licensed per the product to which they integrate Each named user of Teamcenter or one of its modules requires a license assigned to that user License monitoring fundamentally counts the number of users using the licenses in a period of time Counting the number of users of Teamcenter or one of its modules is easier to calculate / forecast than concurrency ratios Page 8

9 Teamcenter Fundamental Packaging Module licenses Requirements Management Program Execution Management Product Configuration, etc. Integrations NX Embedded Client Integration for CATIA, etc. Visualization Service Levels Base (included in a seat) Standard, Professional, and Mockup plus options Foundation Seat licenses Teamcenter Author Teamcenter Consumer Page 9

10 License Usage Auditing Tools for Auditing License Usage Why do I care about monitoring licensing usage? Philosophy of Teamcenter licensing HD User Experience Intelligently Integrated Information Future-proof Architecture Tools for auditing license usage Teamcenter 8.3 using FlexNet Teamcenter 9 built in auditing Teamcenter Occasional Author Spreadsheet Magic For FlexNet logs and Teamcenter usage reports Page 10

11 Before Teamcenter 8.3 Licensing Monitoring Enforce named user totals at base author / consumer level Log usage for Teamcenter seat feature keys teamcenter_author teamcenter_consumer Product Teamcenter Author Teamcenter Consumer Feature teamcenter_author visview_base teamcenter_consumer visview_base Leverage the Siemens PL license server (ugslmd) and single license file beginning with the following releases: NX5 Teamcenter MP3 s unified architecture Teamcenter Visualization 2007 I-deas NX5 Page 11

12 Named User Licensing Based on User Definition Named user licensing counts active users Refer to your MLA for guidelines for reassigning named users Author / Consumer designates license level Page 12

13 Configure License Warning Level Configurable warning message to tell administrators that their license usage is approaching their available licenses Preference name is "license_warning_level" Warns administrator when 5 or fewer licenses remain for assignment Page 13

14 CAD Integration Licensing CAD integration licensing is consistent with the CAD tool s scheme Most CAD integrations are sold as concurrent use licenses Customers should match the number of Teamcenter CAD Integration licenses with the number of CAD licenses Teamcenter will checkout the appropriate feature key associated with the given CAD integration when it is in use: e.g. nx_integration, catia_integration, etc. These licenses are not freed up until the Teamcenter session is ended Each user leveraging a CAD integration must also have a Teamcenter Author seat license (named user) The only exception is for the NX Mach products where a limited, concurrent use license to Teamcenter is included called teamcenter_designer Page 14

15 Teamcenter 8.3 Licensing Monitoring Add server side logging for Teamcenter modules Updates to FlexLM logging to support named user logging Tools to help analyze usage BusinessObject Product Configuration licensing logged on methods on these classes, e.g. create and modify POM_Object PSOption StoredOptionValue VariantExpressionBlock Page 15

16 Teamcenter 8.3 License Features Being Logged Added logging usage of modules in addition to logging seat usage Usage recorded for all interfaces, e.g. rich client, thin client, Integrations, SOA s, ipad, ITK s, etc. Independent of the release of Teamcenter 8.3, there will be announced new application user licensing Where you see application_access or application_author, these will be replaced by application_user Product CAD Integration CATIA CAD Integration NX CAD Integration Pro/E Change Management Classification Context Management Product Configuration Program Execution Management Feature catia_integration nx_integration proe_integration change_access change_author classification_access classification_author context_mgt_access context_mgt_author platform_des_access platform_des_author prod_des_access prod_des_author prog_exec_access prog_exec_author Requirements Management requirements_access Visualization requirements_author visview_mockup visview_pro visview_std Page 16

17 License Monitoring Tools Three techniques for license usage monitoring Teamcenter FlexNet log Periodically run the lmstat utility 3rd party tool such as FlexNet Manager for Engineering Applications management and logging application from Flexera, Best choice depends on customer need Page 17

18 License Monitoring Tools Technique Pro Con FlexNet license log lmstat utility FlexNet Manager Free Provided tool for analyzing logs based on licensing rules Managed impact on performance Used by a few large customers today Commercial tool, e.g. has support Log intended for debugging Some impact on performance Can miss some usage Not tailored for Teamcenter licensing rules Commercial tool, e.g. has a licensing cost Not tailored for Teamcenter licensing rules Page 18

19 Feature Key Usage Tracking Feature key usage is tracked in the Teamcenter license log The file is called ugslicensing.log Timestamp for start of a day Module s feature key name Teamcenter user accessing the feature Timestamp for an event Daemon name Page 19 Event type checking OUT or IN a license Host name

20 Teamcenter 8.3 Updates to FlexLM Logging for Named Users Teamcenter user id logged versus OS user name Correctly logs Web and four tier usage Correctly logs multiple users on a shared two-tier client machine Teamcenter user name Constant 15:15:02 (ugslmd) OUT: "teamcenter_author" user9@tcserver Allow a single named user to login multiple times without consuming multiple license feature keys Support multiple logins from the same or different displays Support logins from simultaneous 2 tier and 4 tier connections The host name is logged as a constant, TcServer Each login will be recorded in the log file, but each will only count as one license usage by the license server Caveat HP-UX PA-RISC hardware running TcServer cannot take advantage of the new common licensing toolkit Refer to the release notes for more detail Page 20

21 Two Utilities Provided There are two utilities to help analyze FlexNet log files convert_license_log License Usage Audit Tool Page 21

22 Convert License Log The Convert License Log Tool converts a raw license log file into a delimited text file The file can be read in a text reader or Microsoft Excel Simple conversion to provide raw feature key usage Syntax: convert_license_log -input=log-file -output=filename -delimiter=character [-h] Page 22

23 Example Convert License Log Output Page 23

24 License Usage Audit Tool Analyzes the raw log file and outputs a file including the following information for the period covered by log file: Listing of users, seat and feature usage per month Hours of usage per month Logs a minimum of one hour per login Logs a maximum of 7.5 hours per day Days of usage per month Number of logins per month Usage violations and more Syntax: Optional: -pseudouser output users only as pseudo user names to avoid attributing usage to actual users LicenseUsageAuditTool.bat -pseudouser -i D:\logs\ugslicensing.log -o D:\logs\output.csv Page 24 Full path to input FlexNet log file Full path to the output file

25 Example License Usage Audit Tool Output Page 25

26 License Usage Audit Tool Continued Location on Teamcenter 8.3 media: additional_applications\licenseusageaudittool\licenseusageaudittool.zip Tool can be run independent of Teamcenter install This tool requires the JAVA_HOME variable to be set to java home directory Example JAVA_HOME = D:\apps\java\jre6 Content bin\licenseusageaudittool.bat/sh Script to execute the tool conf\auditusage.xml Input xml configuration file lib\licenseusageaudittool.jar Jar with compiled java classes for this tool For Usage type LicenseUsageAuditTool.bat -? Page 26

27 License Usage Auditing Tools for Auditing License Usage Why do I care about monitoring licensing usage? Philosophy of Teamcenter licensing HD User Experience Intelligently Integrated Information Future-proof Architecture Tools for auditing license usage Teamcenter 8.3 using FlexNet Teamcenter 9 built in auditing Teamcenter Occasional Author Spreadsheet Magic For FlexNet logs and Teamcenter usage reports Page 27

28 Teamcenter 9 Logging and Reporting License Usage Teamcenter 9 introduces additional license usage logging Usage stored in Teamcenter s database Logs usage by named user per month similar to the analysis results of the FlexNet log file Previously Teamcenter logged only the last login The reason for adding this logging is Removes administrative burden to monitor the FlexNet log and to run the analysis tool to convert log into a useful output to use lmstat and custom reporting More securely enables hiding of user identity Page 28

29 Teamcenter 9 Reporting Usage Report Builder Report available for reporting license usage per user per month Admin - License Usage Page 29

30 Teamcenter 9 Reporting Usage Must select appropriate stylesheet for export into a CSV formatted file that can be opened in Excel for further evaluation and reporting Example raw output Page 30

31 Teamcenter 9 Reporting Output Opened in Excel Pseudo ID s are encrypted Remaining fields match log analysis results Page 31 Features are grouped to minimize database table space and because with named user licensing any feature used is allotted for the month

32 Teamcenter 9 Usage Reporting Preferences User Id Specifies to output the actual user id s in the usage report LicenseUsage_show_userId_in_report Default is true Activates output of the actual user id in a usage report in addition to the pseudo user identifier Page 32

33 License Usage Auditing Teamcenter Occasional Author Why do I care about monitoring licensing usage? Philosophy of Teamcenter licensing HD User Experience Intelligently Integrated Information Future-proof Architecture Tools for auditing license usage Teamcenter 8.3 using FlexNet Teamcenter 9 built in auditing Teamcenter Occasional Author Spreadsheet Magic For FlexNet logs and Teamcenter usage reports Page 33

34 Teamcenter 9 Occasional Author Enforcement Occasional Authors is a full functional seat license for Teamcenter that is restricted for use to a limited time per month 5 unique calendar days AND 20 hours The Occasional Author is not permitted to use Teamcenter for more than 5 unique calendar days and more than 20 hours Occasional Author licensing time limits require enforcement Teamcenter 9 not only added logging usage to avoid the reliance on FlexNet logs and other tools, but also to enforce Occasional Author licensing terms Page 34

35 Teamcenter 9 Occasional Author Licensing Enforcement Flow Nearing usage limit? No Start Under usage limit Yes User attempts to login Usage condition? In grace period the Admin Warn User Past grace period the Admin Deny login No license unavailable or any other denial reason License Checkout? Yes Login Page 35

36 Teamcenter 9 Licensing Enforcement Flow Happy Path Nearing usage limit? No Start Under usage limit Yes User attempts to login Usage condition? In grace period the Admin Warn User Past grace period the Admin Deny login No license unavailable or any other denial reason License Checkout? Yes Login Page 36

37 Teamcenter 9 Licensing Enforcement Flow Nearing Usage Limit Nearing usage limit? No Start Under usage limit Yes User attempts to login Usage condition? In grace period the Admin Warn User Past grace period the Admin Deny login No license unavailable or any other denial reason License Checkout? Yes Login Page 37

38 Teamcenter 9 Occasional Author Warnings Nearing Usage Limit Example sent to an administrator regarding an occasional author nearing their allotted usage Message from the occasional author to the administrator specified in the preferences Message details remaining unique calendar days and hours of usage before reaching the limit of usage for an occasional author Page 38

39 Teamcenter 9 Occasional Author Warnings Nearing Usage Limit Page 39 Warning message to the user that they are approaching their permitted usage for the month

40 Teamcenter 9 Licensing Enforcement Flow In Grace Period Nearing usage limit? No Start Under usage limit Yes User attempts to login Usage condition? In grace period the Admin Warn User Past grace period the Admin Deny login No license unavailable or any other denial reason License Checkout? Yes Login Page 40

41 Teamcenter 9 Occasional Author Warnings In Grace Period Example sent to an administrator regarding an Occasional Author usage beyond their allotted usage and within the grace period Message from the Occasional Author to the administrator specified in the preferences Page 41 Message details remaining grace period allowed for the Occasional Author the admin may need to take action to make the user an Author

42 Teamcenter 9 Occasional Author Warnings In Grace Period Warning message to the user that they have exceeded their permitted usage and have entered a grace period after which they will not be able to login Page 42

43 Teamcenter 9 Occasional Author Licensing Enforcement Flow Nearing usage limit? No Start Under usage limit Yes User attempts to login Usage condition? In grace period the Admin Warn User Past grace period the Admin Deny login No license unavailable or any other denial reason License Checkout? Yes Login Page 43

44 Teamcenter 9 Occasional Author Warnings Login Denied Example to administrator regarding an Occasional Author usage exceeding their allotted usage and the grace period Message from the Occasional Author to the administrator specified in the preferences Message notifies the administrator of the usage denial for exceeding that allotted usage the admin should take action Page 44

45 Teamcenter 9 Occasional Author Warnings Login Denied Login denial message to the user that they have exceeded their permitted usage and will not be able to login again until the start of the next month Page 45

46 Teamcenter 9 Occasional Author Preferences Admin Notifier List List of administrators to notify on over usage of Occasional Author licenses LicenseUsage_admin_notifier_list Specifies the list of administrative users that would get the notifications from the Teamcenter system when Occasional Authors approach or exceed the allotted limit of the Occasional Author License usage and/or the users are in the grace period of the license usage Page 46

47 Teamcenter 9 Occasional Author Preferences Warning Days Specifies in days when Occasional Authors would be warned LicenseUsage_days_warning_level Default is 2 days Specifies the remaining duration in days after which an Occasional Author will get warning messages Page 47

48 Teamcenter 9 Occasional Author Preferences Warning Hours Specifies in hours when Occasional Authors would be warned LicenseUsage_hours_warning_level Default is 5 hours Specifies the remaining duration in hours after which an Occasional Author will get warning messages Page 48

49 License Usage Auditing Spreadsheet Magic Why do I care about monitoring licensing usage? Philosophy of Teamcenter licensing HD User Experience Intelligently Integrated Information Future-proof Architecture Tools for auditing license usage Teamcenter 8.3 using FlexNet Teamcenter 9 built in auditing Teamcenter Occasional Author Spreadsheet Magic For FlexNet logs and Teamcenter usage reports Page 49

50 Types of Output from the Evaluated Log Monthly Seat Usage Teamcenter Authors Teamcenter Consumers Page 50

51 Types of Output from the Evaluated Log What Happens if I Exit Without Logging Out? Log a full day of usage which is 7.5 hours Max values indicates that the maximum values were used at least once for that user this month Reason for using the max values is an license not released Count of times the max value was used Page 51

52 Types of Output from the Evaluated Log What Happens if I Switch Licenses During the Month? Note that if the user was a teamcenter_author for part of the month and a teamcenter_consumer for the rest of the month, the user will be still logged as the higher seat for the month User Pseudo User Seat Feature user20 User teamcenter_author teamcenter_consumer Indicates the Seat for the Month of usage Indicates the specific feature used for the entry Page 52

53 Types of Output from the Evaluated Log Feature Usage Summary Conditional formatting of overages and unlicensed usage Feature quantity from license file Peak usage over a year Product No. and name from license file Pivot table on usage of each feature per month Page 53

54 Types of Output from the Evaluated Log License File Lookup Grabs feature count from Pivot Page 54

55 Types of Output from the Evaluated Log Feature Usage Violations Filtered to show license filter feature violations Page 55 Identifies violations of usage rules, e.g. in this case use of authoring capabilities by a Consumer Shows number of occurrences and which month to determine if usage was a one-time mistake or a frequent need

56 Types of Output from the Evaluated Log Raw Data for Tracking Unlicensed Features Max values indicates that since the user did not have a license, we will log a full day of usage which is 7.5 hours Reason for using the max values is an unsupported feature, i.e. unlicensed Count of times used Page 56

57 Types of Output from the Evaluated Log Raw Data for Tracking Over Usage of Features Max values indicates that since the user did not have a license, we will log a full day of usage which is 7.5 hours Reason for using the max values is a denied feature, i.e. exceeded available Count of times over used Page 57

58 License Usage Auditing Summary Why do I care about monitoring licensing usage? Honest customers need a way to show compliance Philosophy of Teamcenter licensing Some enforcement with tools to monitor usage / compliance Tools for auditing license usage FlexNet approach for all releases and built in auditing in Teamcenter 9 Teamcenter Occasional Author Introduced in Teamcenter 9.1 Spreadsheet Magic Basic filtering and pivot tables / charts can quickly provide analysis of license usage Page 58 HD User Experience Intelligently Integrated Information Future-proof Architecture

59 Thank You! Siemens PLM Connection 2012 Las Vegas, NV May