License Administrator s Guide

Transcription

1 IBM Tioli License Manager License Administrator s Guide Version GC

2 Note Before using this information and the product it supports, read the information under Notices on page 115. Second Edition (May 2003) This edition applies to Version of IBM Tioli License Manager (program number 5724 D33) and to all subsequent releases and modifications until otherwise indicated in new editions. This edition replaces GC IBM welcomes your comments. Address your comments to: License Management Information Deelopment Rome Tioli Lab IBM Italia S.p.A. Via Sciangai, Rome Italy Fax Number: (+39) Internet ID: When you send information to IBM, you grant IBM a non-exclusie right to use or distribute the information in any way it beliees appropriate without incurring any obligation to you. Copyright International Business Machines Corporation 2001, All rights resered. US Goernment Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents Figures Tables ii About this guide ix Who should read this guide ix What this guide contains ix Publications x Tioli License Manager library x Related publications x Accessing publications online x Ordering publications xi Accessibility xi Contacting software support xi Conentions used in this guide xii Operating system-dependent ariables and paths xii Chapter 1. Oeriew Benefits Components Managing software product information Administering licenses and metering software use Reporting Eent management Logs and support for problem determination Chapter 2. Getting started on the Web interfaces Browser leel and settings Jaa Virtual Machine Accessing the administration serer Accessing a runtime serer About the Web interface The portfolio The work area The toolbar Web interface tasks Chapter 3. Managing customers and administrators Adding customers to the administration serer database Updating or deleting customer details Adding administrator accounts to the administration serer database Updating or deleting administration account details Chapter 4. Managing a customer infrastructure Defining the monitoring structure for a customer Registering a runtime serer Reiewing and changing runtime serers Adding diisions Reiewing and changing diisions Deploying an agent on a node Reiewing and deleting agents Managing demographic information Adding nodes Reiewing and changing nodes Copyright IBM Corp. 2001, 2003 iii

4 Adding application users Changing or deleting user details Chapter 5. Managing software entitlement and license pool details Selecting a product for entitlement or license pool maintenance Maintaining entitlement settings for a product Creating a license pool Setting license distribution parameters Updating a license pool Changing license distribution settings Changing target distribution settings Changing user distribution settings Chapter 6. Reporting software usage information Producing a historical snapshot software usage report Requesting the report Naigating the report Producing a software usage trend analysis report Requesting the report Using the report Producing a software usage leel analysis report Producing a realtime software usage report Requesting the report Naigating the report Exporting reports Chapter 7. Managing and reporting inentory information Scheduling inentory scans Producing a software inentory report Requesting the inentory report The software inentory report Chapter 8. Managing product information Catalogs and unknown file information Using the catalog manager to update the master catalog Adding unknown files to the master catalog Importing the IBM catalog Modifying entries in the master catalog Appendix A. Messages Message details Appendix B. Accessibility Naigating the Web interface Shortcut keys for starting tasks Shortcut keys for performing toolbar actions Notices Trademarks Glossary Index i IBM Tioli License Manager: License Administrator s Guide

5 Figures 1. Structural relationship of Tioli License Manager components The parts of the Web interface Product list in the historical software usage report Product details in the historical software usage report List of agents in the historical software usage report License pools in the historical software usage report Sessions in the historical software usage report Trend Analysis report in step format The Leel Analysis report Product list in the realtime software usage report Product details in the realtime software usage report License pools in the realtime software usage report Open sessions in the realtime software usage report Software inentory report Copyright IBM Corp. 2001, 2003

6 i IBM Tioli License Manager: License Administrator s Guide

7 Tables 1. Toolbar icons and actions Web interface tasks Tioli License Manager message categories Tioli License Manager messages Key combinations for naigating the Web interface Key combinations for starting tasks Key combinations for toolbar actions Copyright IBM Corp. 2001, 2003 ii

8 iii IBM Tioli License Manager: License Administrator s Guide

9 About this guide Who should read this guide What this guide contains This guide describes IBM Tioli License Manager. It contains a general oeriew of the functionality of Tioli License Manager and instructions on using the Web interfaces to set up a monitoring infrastructure, define licensing conditions, and produce reports. This guide is intended for anyone who needs to use the Tioli License Manager user interfaces. This includes: Administrators who are responsible for setting up the infrastructure for monitoring license compliance and software usage License administrators who are responsible for recording the terms and conditions of procured licenses Managers who need information about software usage and license aailability to assist them in making decisions about license procurement This guide contains the following sections: Chapter 1, Oeriew proides a summary of the benefits of Tioli License Manager and a brief description of the components that it includes. Chapter 2, Getting started on the Web interfaces summarizes the online functionality of Tioli License Manager. Chapter 3, Managing customers and administrators proides instructions for the online tasks of creating and managing the customers and administrators of the license management implementation. Chapter 4, Managing a customer infrastructure proides instructions for the online tasks required for setting up the monitoring infrastructure. Chapter 5, Managing software entitlement and license pool details proides instructions for the online tasks inoled in administering licenses and monitoring the presence and usage of software products. Chapter 6, Reporting software usage information proides instructions about producing and naigating the realtime and historical software usage reports that are aailable from the Web interfaces. Chapter 7, Managing and reporting inentory information proides information about scheduling inentory scans of monitored machines and producing inentory reports. Chapter 8, Managing product information proides an oeriew of the management and use of product catalogs and instructions for updating the master catalog by using the catalog manager application. Appendixes, including a list of the error messages used in Tioli License Manager and a summary of the keyboard alternaties that make the use of the interface accessible to people with some physical disabilities. Copyright IBM Corp. 2001, 2003 ix

10 Publications This section lists publications in the Tioli License Manager library and related documents. It also describes how to access Tioli publications online and how to order Tioli publications. Tioli License Manager library The Tioli License Manager library also includes the following books: IBM Tioli License Manager: System Administrator s Guide, GC Proides planning, installing, and managing the Tioli License Manager product IBM Tioli License Manager: Data Dictionary, GC Proides descriptions of the database tables and indexes maintained in the Tioli License Manager administration serer database. IBM Tioli License Manager: Warehouse Enablement Pack Implementation Guide, SC Proides instructions and other information related to enabling the use of the Tioli Enterprise Data Warehouse with Tioli License Manager. IBM Tioli License Manager: Release Notes, SC Proides a summary of changes made in a release, documents known errors and workarounds, and includes information about any product changes that could not be included in the main documentation. Related publications The Tioli Software Glossary includes definitions for many of the technical terms related to Tioli software. The Tioli Software Glossary is aailable, in English only, at the following Web site: Accessing publications online The documentation CD contains the publications that are in the product library, other than the Release Notes, in all supported languages. The format of the publications is PDF, HTML, or both. To access the publications using a Web browser, open the allpubs.html file. The file is in the root directory on the documentation CD. Select the language of your choice, and an Information Center for the product in that language is displayed. Select the publication and the format in which you want to iew it. Note: On Windows platforms an autorun exec opens the allpubs.html file in your default browser. IBM posts the IBM Tioli License Manager: Release Notes along with publications for this and all other Tioli products, as they become aailable and wheneer they are updated, to the Tioli Software Information Center Web site. The Tioli Software Information Center is located by using the following Web address: Click the Product manuals link to access the Tioli Software Information Center. Click the IBM Tioli License Manager link to access the product library. x IBM Tioli License Manager: License Administrator s Guide

11 Accessibility Note: If you print PDF documents on other than letter-sized paper, select the Fit to page check box in the Adobe Acrobat Print dialog. This option is aailable when you click File Print. Fit to page ensures that the full dimensions of a letter-sized page print on the paper that you are using. Ordering publications You can order many Tioli publications online at the following Web site: Contacting software support cgibin\pbi.cgi You can also order by telephone by calling one of these numbers: In the United States: In Canada: In other countries, see the following Web site for a list of telephone numbers: Accessibility features help users with a physical disability, such as restricted mobility or limited ision, to use software products successfully. With this product, you can use assistie technologies to hear and naigate the interface. You can also use the keyboard instead of the mouse to operate all features of the graphical user interface. This product is operated using a Web browser, which has certain built-in accessibility features, and has been proided with specific shortcut keys for naigating the Web interface, starting tasks, and performing toolbar actions. For additional information, see the Accessibility appendix, Appendix B, Accessibility, on page 113. If you hae a problem with any Tioli product, refer to the following IBM Software Support Web site: If you want to contact software support, see the IBM Software Support Guide at the following Web site: The guide proides information about how to contact IBM Software Support, depending on the seerity of your problem, and the following information: Registration and eligibility Telephone numbers and addresses, depending on the country in which you are located Information you must hae before contacting IBM Software Support About this guide xi

12 Conentions used in this guide This guide uses the following typeface conentions: Bold Italic Monospace <text> Lowercase commands and mixed case commands that are otherwise difficult to distinguish from surrounding text Interface controls (check boxes, push buttons, radio buttons, spin buttons, fields, folders, icons, list boxes, items inside list boxes, multicolumn lists, containers, menu choices, menu names, tabs, property sheets), labels (such as Tip:, and Operating system considerations:) Column headings in a table Keywords and parameters in text Citations (titles of books, diskettes, and CDs) Words defined in text Emphasis of words (words as words) Letters as letters New terms in text Variables and alues you must proide Examples and code examples File names, programming keywords, and other elements that are difficult to distinguish from surrounding text Message text and prompts addressed to the user Text that the user must type Values for arguments or command options Indicates a ariable in a path name. For example in the path <INSTALL-DIR>\tlm, INSTALL-DIR depends on the location where you hae installed the component, while \tlm is constant. Operating system-dependent ariables and paths This guide uses the Windows conention for specifying enironment ariables and for directory notation. When using the UNIX command line, replace %ariable% with $ariable for enironment ariables and replace each backslash (\) with a forward slash (/) in directory paths. Note: If you are using the bash shell on a Windows system, you can use the UNIX conentions. xii IBM Tioli License Manager: License Administrator s Guide

13 Chapter 1. Oeriew Benefits Tioli License Manager is a Web-based solution that proides software usage metering and license allocation serices on Windows and UNIX platforms. It can be scaled to meet the needs of large and small customers, and supports the management of multiple customers, for example by serice proiders. This chapter proides a summary of the capabilities of Tioli License Manager and of the benefits that it can proide, as follows: A summary of the benefits of using Tioli License Manager. See Benefits. An oeriew of the architecture of a Tioli License Manager installation. See Components on page 2. An oeriew of the processes for collecting and maintaining the information about the software products that are managed and metered by Tioli License Manager. See Managing software product information on page 4. An oeriew of different options for license allocation that are aailable within Tioli License Manager. See Administering licenses and metering software use on page 4. A summary of the facilities for realtime and historical reporting that are proided by Tioli License Manager. See Reporting on page 5. A summary of the facilities for sending notifications about license management eents. See Eent management on page 5. A summary of the facilities for logging eents and tracing problems within the components of Tioli License Manager. See Logs and support for problem determination on page 5. Tioli License Manager proides the following benefits: Consolidation of information about products installed and software usage The capability to compare the figures for procured, installed, and used licenses The capability to enforce licensing agreements Maintenance of historical software usage information and the proision of reports to assist in forward planning for license needs Realtime reporting of software and license usage information Ability to export reports to a standard XML interface A method of metering software usage een for products that hae no license requirement Automatic generation of alerts when license usage reaches a defined leel A flexible architecture that enables you to scale the installation to fit your license management needs A flexible method of defining rules for license allocation, including the facility to assign pools of licenses to specific users, nodes, and groups of nodes Security of confidential information ensured by the maintenance of security profiles for access to the Web interface, and by the encryption of data during transmission between the administration and runtime serers Copyright IBM Corp. 2001,

14 Components Components Any Tioli License Manager installation has the following components: Tioli License Manager agent A license management agent must be deployed on each customer node that is to be monitored by Tioli License Manager. Each agent has the following functions: Performing an inentory of the software installed on the node and forwards this information to the runtime serer Detecting the starting or stopping of a software product and communicates this information to the runtime serer so that a license can be assigned or released You can set the agent to automatically apply any upgrades that are aailable on the runtime serer. Tioli License Manager runtime serer A Tioli License Manager installation has at least one runtime serer and can hae seeral. Each runtime serer proides the following facilities: A repository for information about the software installed on the agents that are managed by the serer The capability to assign and release the licenses that are assigned to the serer according to the rules defined for each set of licenses The capability to generate and send s to proide a notification about eents that hae occurred on the serer or its agents A Web interface that can be used to deploy the agents to nodes that are to be monitored and to produce realtime reports of license usage for software running on the managed agents Tioli License Manager administration serer A Tioli License Manager installation has a single administration serer. It proides the following facilities: A central repository of product, license agreement, license usage, and customer information A Web interface that can be used to perform license management and administration tasks and to produce historical reports of license usage oer time Figure 1 on page 3 shows the basic Tioli License Manager structure: a single central administration serer, a runtime serer, and multiple agents. 2 IBM Tioli License Manager: License Administrator s Guide

15 Components Administration Serer DBMS Runtime Serer DBMS Agents Figure 1. Structural relationship of Tioli License Manager components You can expand this structure, adding more runtime serers on different machines to improe performance in an enironment where there are many agents. You can also add diisions within which agents can be grouped so that multiple agents can be selected as a single entity. For example, you can use diisions to limit the aailability of licenses to the nodes that are monitored by agents within a specified diision. There is always only one administration serer, which maintains the central knowledge-base of product, license, and user information in an associated DB2 database. The administration serer can be used to manage the licensing needs of multiple customers or can be dedicated to a single customer. In all Tioli License Manager installations, the runtime serers and agents must be assigned to a customer. In a self-managed scenario, there is normally only one customer to which all components belong. A serice proider, managing the licenses of multiple customers, defines a separate structure of runtime serers and agents for each customer. Runtime serers cannot be shared between customers. The management of the Tioli License Manager components, the definition of the license management rules, and the management of eents that occur during monitoring are the responsibility of Tioli License Manager administrators assigned to the customer. For information on defining the structure of your Tioli License Manager installation, see Chapter 4, Managing a customer infrastructure, on page 23. For information on defining customers and administrators, see Chapter 3, Managing customers and administrators, on page 15. Chapter 1. Oeriew 3

16 Managing software information Managing software product information Tioli License Manager maintains a master catalog where details of all the products that can be monitored by Tioli License Manager are stored. This catalog resides on the administration serer and a copy of changes made to it are periodically downloaded to each runtime serer. The master catalog is based on a ersion of the Tioli signatures file. An initial master catalog is installed on the administration serer machine. You can add entries to the catalog, using information from the following sources: The unknown files table This table is compiled from information collected by the agents about applications that started but could not be monitored because they were not in the catalog. The catalog manager allows you to add these files to the catalog by creating new catalog entries or by assigning files to existing entries. The IBM catalog Like the master catalog, the IBM catalog is based on a ersion of the Tioli signatures file. You can use the catalog manager to merge this file with the master catalog when you receie a new ersion from IBM. In addition to the copy of the master catalog, each runtime serer has a runtime catalog. This catalog is a subset of the master catalog. It only includes those entries from the master catalog that hae licenses defined or that relate to products that hae been discoered running on nodes by agents that are assigned to the serer. For more information about catalogs, unknown files, and using the catalog manager, see Chapter 8, Managing product information, on page 91. Administering licenses and metering software use You can use Tioli License Manager to enforce the conditions of procured licenses, to meter the usage of software products by recording and reporting their presence and leels of usage on monitored nodes, or to do both of these. Administration of licenses and metering of software depends on the license pools that exist for each product. If you hae procured licenses and want to enforce their conditions, you can define license pools to reflect the terms and conditions of the licenses. If you only want to track the usage of software products, you can use the default license settings proided with Tioli License Manager. The information specified for a license pool includes the number of licenses aailable, any limitations on the aailability of the license pools to specified users and nodes, and rules that control allocation of licenses when the limit is reached. You can define a license pool to enforce an existing license agreement or you can use a default license pool to simply monitor the usage of software, without applying any limits. By default, license pools are aailable to all alid users on the monitored nodes. Howeer, you can specify that a license pool is aailable only to selected users or only on selected monitored nodes. For more information about defining license pools, see Chapter 5, Managing software entitlement and license pool details, on page IBM Tioli License Manager: License Administrator s Guide

17 Administering and metering You define license pools on the administration serer, and they are automatically deployed to the appropriate runtime serers. The license pool for a product is accessed when the agent communicates to the runtime serer that a monitored application has started. Aailability is checked, and the license is allocated or refused accordingly. When the application closes, the agent communicates with the runtime serer, and the license is released. Reporting Tioli License Manager proides both realtime and historical reporting. Eent management You can obtain realtime reports on the status of software usage on a specific runtime serer by accessing the serer Web pages with a suitable browser. Historical reports of inentory and software usage information are aailable on the administration serer. Tioli License Manager includes a set of preconfigured reports for the analysis of collected software usage and inentory data. For more information about reporting, see Chapter 6, Reporting software usage information, on page 59 and Chapter 7, Managing and reporting inentory information, on page 83. The eent management component can identify eents that require the attention of the system administrator and forward them to an external system. Eents are generated on the administration serer and on each runtime serer. These include eents regarding the state of the license pools. For example, an eent is generated if the number of licenses in use for a pool has reached the specified threshold or if the full entitlement is used. The eent management component is able to determine that an agent is either down or has been uninstalled and can generate and forward an to alert the person responsible. You can specify which administrators are to receie notifications. For more information about eent management, see the IBM Tioli License Manager: System Administrator s Guide. Logs and support for problem determination Tioli License Manager proides a trace serice on the administration serer and on all runtime serers. This serice allows you to trace all actiities generated by Tioli License Manager. You can determine the leel of detail you record by setting a trace leel on each serer. Depending on the trace leel you select, the trace serice records details of errors, operations, data moement, and processes. For more information about problem soling, see the IBM Tioli License Manager: System Administrator s Guide. Chapter 1. Oeriew 5

18 6 IBM Tioli License Manager: License Administrator s Guide

19 Chapter 2. Getting started on the Web interfaces Browser leel and settings The aim of this chapter is to help you to start using the Tioli License Manager Web interfaces. The main Web interface is on the administration serer. Using this interface, you can request historical reports and perform Tioli License Manager system definition and license maintenance tasks. Web interfaces are also proided on each runtime serer. You can use these interfaces to request realtime reports and to deploy agents. This chapter proides the following information: Instructions for logging on to the administration serer. See Accessing the administration serer on page 8. Instructions for logging on to a runtime serer. See Accessing a runtime serer on page 9. A description of the components of the Web interface, including general information that is releant to all Web interface tasks. See About the Web interface on page 11. A summary of functions aailable on the interface and where to find them. See Web interface tasks on page 12. Note: When logging on to any Tioli License Manager serer for the first time, you must use the user ID tlmroot. When you are logged on as tlmroot you can create accounts for the administrators who will work on the serer. The initial password for the tlmroot user is system. You should change this on each serer as soon as you hae logged on. See Updating or deleting administration account details on page 19 for instructions on changing the password of an administrator. You access the Web interfaces using a Netscape or Microsoft Internet Explorer browser. If you are working on the main Web interfaces of the administration and runtime serers, you must hae one of the following browser ersions or a later ersion: Internet Explorer 5.5 Netscape Naigator 6.2 Users accessing the agent registration interface to deploy the Tioli License Manager agent on their machines can use an earlier browser ersion for this task, as follows: Internet Explorer 5.0 or later Netscape Naigator 4.7.x or later Notes: 1. For Sun platforms, you can only use Netscape Naigator. 2. On AIX, Netscape Naigator 4.79 is recommended. Copyright IBM Corp. 2001,

20 Settings The default browser settings are acceptable in most cases, but you should check that following is true: JaaScript is enabled. The cache is set to automatically refresh. In addition, any programs that preent additional windows from opening automatically must be disabled. Jaa Virtual Machine The Tioli License Manager agent uses a Jaa Virtual Machine. This is normally bundled as part of your Web browser or operating system. Howeer, on some platforms, you may hae to specifically download and install the Jaa Virtual Machine that corresponds to the Web browser you want to use. One platform where this occurs is on Windows NT 4.0 running Internet Explorer 6.0. The symptom you see is that the agent registration starts but then hangs. Go to the Microsoft Web site and download and install the Jaa Virtual Machine. Accessing the administration serer To access the Web interface of the administration serer: 1. Using a browser, access the administration serer logon page. The address of the page is name>:<port>\slmadmin\login. Notes: a. If you are using the default port (80), you do not need to specify the port in the page address. b. If you are using a secure socket layer (SSL) connection, you must specify https instead of http. 2. Type the User Name and Password of a Tioli License Manager administrator and click OK. You can create administrators on the administration serer Web interface when you are logged on as the superuser tlmroot. The initial password for tlmroot is system. 8 IBM Tioli License Manager: License Administrator s Guide

21 Accessing the administration serer Accessing a runtime serer A welcome panel appears on the main part of the window. From this panel. you can select a customer from the drop-down list if you are working on a central administration site with multiple customers. The portfolio on the left of the page proides a naigable list of the tasks you can perform on the administration serer. To access the Web interface of a runtime serer: 1. Using a browser, access the runtime serer logon page. The address of the page is name>:<port>\slmruntime\login. Notes: a. If you are using the default port (80), you do not need to specify the port in the page address. b. If you are using a secure socket layer (SSL) connection, you must specify https instead of http. Chapter 2. Getting started on the Web interfaces 9

22 Accessing a runtime serer 2. Type the User Name and Password of a Tioli License Manager administrator and click OK. You should hae one administrator for each customer on the administration serer. You can create administrators on the runtime serer Web interface when you are logged on as the superuser tlmroot. The initial password for tlmroot is system. A welcome panel appears on the main part of the window. The portfolio on the left of the page proides a naigable list of the tasks you can perform on the runtime serer. 10 IBM Tioli License Manager: License Administrator s Guide

23 The Web interface About the Web interface This section aims to help you become familiar with features of the Tioli License Manager Web interface that are common to all tasks. The Web interface consists of the following parts: The portfolio, where you select the task you want to perform The work area, where you supply information and make selections that are needed to complete the task you selected The toolbar, which contains a number of icons representing actions that are aailable within tasks, for example, getting help Figure 2 shows a page on the Tioli License Manager Web interface and indicates the different parts of the interface Figure 2. The parts of the Web interface The portfolio The portfolio shows a list of all the task groups that are aailable on the Web interface. Most task groups include seeral tasks. For example, the Software Usage task group includes the software usage snapshot, trend analysis, and leel analysis reports. When you click a task group, it expands and you can see the indiidual tasks it includes. When you click a task name, the first dialog of the task appears in the work area. The work area The dialogs that you must complete to perform a task appear in the work area of the Web interface. They consist of controls where you must supply or select information, as follows: Text fields that allow you to enter information by typing. These boxes can hae restrictions on the type of characters that can be used. For example, the product name field shown in Figure 2 allows any alphanumeric characters, but an input box that is part of a date would expect a numeric input that can be interpreted as a alid date. Chapter 2. Getting started on the Web interfaces 11

24 Work area List boxes that allow you to select from a set of possible alues. Lists can be static or dynamic. Static lists show a set of fixed alues. For example, when defining a license pool, you must choose a target type from one of four possible alues. Dynamic lists are those that show alues that are user-defined. For example, a list of diisions includes all the diisions that hae been defined for the selected customer. As dynamic lists can include a large number of items, the list is sometimes truncated to a default maximum of Where it is possible that lists might include more items than this maximum the dialogs proide a form of pre-selection. For example, because the agent list is likely to be long, the Tioli License Manager wizards that include agent selection, allow you to limit selection to selected diisions. The resulting agent list only includes agents for the selected diisions. Generally, static lists allow the selection of a single alue. In a dynamic list you can select multiple items. Radio buttons, which allow you to choose one of a small group of pre-defined options. Note: Any control that is marked with an asterisk (*) is a required field. The toolbar Table 1 lists the toolbar icons that are aailable and action that is taken when you click each icon. Table 1. Toolbar icons and actions Icon Action Toggles between the default iew where the interface is diided between the portfolio and the work area and a iew where the portfolio is hidden. Displays the home page where you can select a different customer to work with. Refreshes the display to show the most recent data. Logs the user off the Web interface. Opens the accessibility help window where you can read about keyboard alternaties for naigating the interface and performing actions. Opens the Tioli License Manager information where you can see product ersion and copyright information. Opens the help window for the current dialog. Web interface tasks Table 2 on page 13 summarizes the tasks that you can perform on the Web interfaces. For each task, the table indicates whether you perform the task on the administration or runtime serer and proides a reference to instructions for performing the task. Note: You can perform most of the tasks by accessing the appropriate serer from any node that has a browser that meets the Tioli License Manager prerequisites. The exception to this is deployment of the agent. This task must be performed from the node where the agent is to be deployed. 12 IBM Tioli License Manager: License Administrator s Guide

25 Tasks Table 2. Web interface tasks Task Serer See Adding customers to the administration serer database Making changes to customer details Remoing customers from the administration serer database Adding Tioli License Manager administrators Changing administrator details and assigning customers to administrators Remoing administrator accounts Registering runtime serers that you hae installed Reiewing and modifying runtime serers that are already registered Administration Administration Administration Administration and Runtime Administration and Runtime Administration and Runtime Administration Administration Adding customers to the administration serer database on page 16 Updating or deleting customer details on page 16 Updating or deleting customer details on page 16 Adding administrator accounts to the administration serer database on page 17 Updating or deleting administration account details on page 19 Updating or deleting administration account details on page 19 Registering a runtime serer on page 24 Reiewing and changing runtime serers on page 25 Adding diisions Administration Adding diisions on page 27 Reiewing, modifying, or deleting existing diisions Registering nodes in the administration serer database Reiewing, modifying or deleting node information Deploying the agent on a node Reiewing or deleting deployed agents Defining users of monitored applications Updating application user information Remoing application users from the administration serer database Maintaining general license rules for a product Creating a license pool for a product. Updating a license pool for a product Administration Reiewing and changing diisions on page 28 Administration Adding nodes on page 35 Administration Runtime Administration Reiewing and changing nodes on page 36 Deploying an agent on a node on page 30 Note: For this task, you do not need to log on to the runtime serer. Reiewing and deleting agents on page 32 Administration Adding application users on page 38 Administration Administration Administration Changing or deleting user details on page 39 Changing or deleting user details on page 39 Maintaining entitlement settings for a product on page 45 Administration Creating a license pool on page 47 Administration Updating a license pool on page 52 Chapter 2. Getting started on the Web interfaces 13

26 Tasks Table 2. Web interface tasks (continued) Task Serer See Changing the users and targets that hae access to a license pool Producing a detailed report of software usage as it was at a specified date and time Producing charts for the analysis of trends in software usage oer a specified period of time Producing a summary of the leel of usage of software products oer a specified period of time Producing a report of the current software usage on agents registered with a specific runtime serer Defining a schedule for inentory scans of monitored nodes Producing a historical report of inentory information that has been collected from monitored nodes Administration Administration Administration Administration Runtime Changing license distribution settings on page 54 Producing a historical snapshot software usage report on page 59 Producing a software usage trend analysis report on page 67 Producing a software usage leel analysis report on page 71 Producing a realtime software usage report on page 75 Administration Scheduling inentory scans on page 83 Administration Producing a software inentory report on page IBM Tioli License Manager: License Administrator s Guide

27 Chapter 3. Managing customers and administrators This chapter describes the functions on the administration serer Web interface that allows you to create records for the administrators who will use the Web interfaces and for customers and to assign customers to the administrators. Each customer is the owner of its Tioli License Manager components, license pools, and reports. Wheneer you log on to the administration serer, you must select a customer. The Tioli License Manager components, license pools, and reports that you can work with are those that belong to selected customer. Administrators are the users who can log on to the Web interfaces. On the administration serer, you must define administrators and assign customers to them. When the administrator logs on to the administration serer, the only customers aailable for selection are those that are assigned to the administrator. All customers must hae at least one administrator for administration serer tasks, and might hae seeral, because administrators can hae different leels of access to the administration serer functions. You should also create at least one administrator for each customer on the administration serer. When you hae created a customer and assigned it to an administrator, you can create a monitoring structure for the customer. See Chapter 4, Managing a customer infrastructure, on page 23. The following tasks are described: Creating details of a customer whose site is monitored from the application serer. See Adding customers to the administration serer database on page 16. Changing or deleting the details of a customer. See Updating or deleting customer details on page 16. Creating an account for a Tioli License Manager administrator. See Adding administrator accounts to the administration serer database on page 17. Changing the details of an administrator account. See Updating or deleting administration account details on page 19. You perform these tasks using a browser to access the administration or runtime serer interface. See Chapter 2, Getting started on the Web interfaces, on page 7 for instructions on logging on to Web interfaces. To perform these tasks you must be logged on to the Tioli License Manager serer Web interface as tlmroot. Copyright IBM Corp. 2001,

28 Adding administration serer customers Adding customers to the administration serer database You use this function to record details of the customers whose licenses you are monitoring. To add a customer to the administration serer database, complete the following steps: 1. In the portfolio, click Administration. When the Administration task group opens to show a list of tasks, click Customers. 2. Click Create. 3. Supply the details of a customer whose licenses you are managing. 4. Click Finish. The customer details are recorded in the administration serer database. You can now select this customer using the Change Customer function, and set up the topology of runtime serers, agents, and application users for the customer. See Chapter 4, Managing a customer infrastructure, on page 23. Updating or deleting customer details To change or delete information for a customer whose details are recorded on the administration serer database, complete the following steps: 16 IBM Tioli License Manager: License Administrator s Guide

29 Updating or deleting details 1. In the portfolio, click Administration. When the Administration task group opens to show a list of tasks, click Customers. 2. Select the customer you want to update or delete from the list of customers. 3. Click Next. 4. If you want to delete the customer, check the details, and if this is the correct customer, click Delete. Note: When you delete a customer, you also delete the entire infrastructure of runtime serers, agents, diisions, nodes, end users, and licenses that is associated with the customer and all the data that has been collected for the customer. If you want to change the customer details, make the required changes and then click Finish. Adding administrator accounts to the administration serer database You use this function to create accounts for administrators who are entitled to use the Tioli License Manager Web interface. Note: This function is aailable on both the administration and runtime serer interface. On the administration serer, define administrators who are to use the administration serer interface and receie notifications generated by the Chapter 3. Managing customers and administrators 17

30 Adding administrator accounts administration serer. On each runtime serer, define administrators who are to use the runtime serer interface and receie notifications generated by that runtime serer. To add an administration account to the administration serer database, complete the following steps: 1. In the portfolio, click Administration. If you are working on the administration serer, the Administration task group opens to show a list of tasks; click Accounts. 2. Click Create. 3. Supply the details of the user who is to be allowed access to the Web interface. If the administrator is to receie notifications, you must specify the address to which the notifications are to be sent. If you are defining an account on the administration serer Web interface, the administrator will receie notifications generated by the administration serer for eents relating to a customer that is assigned to the administrator.if you are 18 IBM Tioli License Manager: License Administrator s Guide

31 Adding administrator accounts defining an account on a runtime serer, the administrator will receie all notifications generated by eents on the runtime serer. For Information about the different types of eent notifications generated by the administration and runtime serers, see the IBM Tioli License Manager: System Administrator s Guide. 4. Click Finish. The account details are recorded in the administration serer database. The user can now log on the Web interface using the logon name and password that you hae specified. Note: The administrator currently has no customers assigned and no profile to assign an access leel. To select a profile and assign customers to the administrator, you must update the administration account details. See Updating or deleting administration account details. Updating or deleting administration account details You can select an existing administration account and perform any of the following tasks: Change the account details, for example, the user s logon name, or address Define the user s leel of access to Web interface functions (administration serer only) Select the customers that are assigned to the user (administration serer only) Change the user s password Delete the administration account To change or delete information for an administration account, complete the following steps: 1. In the portfolio, click Administration. If you are working on the administration serer, the Administration task group opens to show a list of tasks; click Accounts. Chapter 3. Managing customers and administrators 19

32 Updating administration accounts 2. Select an account from the list and click Change. 3. If you want to delete the account, check the details, and if this is the correct account, click Delete. 4. You can change the account details and notification status you defined. If this is a new account, you must do the following: a. Select a profile. The profile defines the user s leel of access to the administration serer functions, as follows: Administrator The user can perform all tasks on the administration serer Web interface that relate to a customer that is assigned to him or her. The only tasks on the Web interface that are not aailable to the administrator are managing customers and managing administrator s accounts. These tasks are resered for the user tlmroot. Licensing manager The user can define software entitlement settings and license pools for products, and determine which agents and users should hae access to licenses. These tasks are accessed using the Software Entitlement menu option. Software resources manager The user can request the inentory and software usage reports. 20 IBM Tioli License Manager: License Administrator s Guide

33 Updating administration accounts 5. If you want to change the administrator s password, click Password. 6. Type the password and then confirm it by retyping it. 7. Click Finish. The Change Password window closes. 8. When you hae made the necessary changes to the account, click Finish. Chapter 3. Managing customers and administrators 21

34 Updating administration accounts 22 IBM Tioli License Manager: License Administrator s Guide

35 Chapter 4. Managing a customer infrastructure This chapter proides instructions for the tasks related to creating and managing the components of a Tioli License Manager installation for a selected customer. The topology has two types of component: Components that form the structure of the Tioli License Manager implementation for a customer. See Defining the monitoring structure for a customer. Components that record demographic information. See Managing demographic information on page 34. You perform these tasks using a browser to access the Web interfaces. See Chapter 2, Getting started on the Web interfaces, on page 7 for information about the tasks aailable on each serer and for instructions on logging on to the administration and runtime serers. All of the components must belong to a customer, whose details hae been recorded in the administration serer database. You are prompted to select the customer you want to work with when you log on to the administration serer. To change the customer during a session, click the Home icon on the tool bar and select a different customer from the list that appears. For instructions for creating a customer, see Adding customers to the administration serer database on page 16. Defining the monitoring structure for a customer In a Tioli License Manager implementation, you must define a monitoring structure for each customer. The structure comprises the following: The runtime serers that hae been installed. These must be registered with the administration serer before they can be used. Agents that you must deploy to nodes that are to be monitored. You must decide on the distribution of agents among the runtime serers in order to make the most efficient use of resources. Diisions that diide agents into logical groupings. Grouping of agents into separate diisions is not obligatory. You can create a single diision and assign all agents to it. Howeer, haing agents grouped makes it possible to define different frequencies of inentory scans for different groups, select groups of agents for reporting, and limit access to license pools to a specific group or groups of agents. The tasks related to the monitoring structure that you can perform on the Web interfaces are: Registering a new runtime serer with the administration serer. See Registering a runtime serer on page 24. Reiewing and updating the runtime serers included in the Tioli License Manager implementation. See Reiewing and changing runtime serers on page 25. Adding new diisions to the topology. See Adding diisions on page 27. Reiewing and updating diisions. See Reiewing and changing diisions on page 28. Copyright IBM Corp. 2001,

36 Defining monitoring structure Diisions are used to group agents. Each customer implementation must include at least one diision, and in large implementations there can be many. Deploying an agent to a node. See Deploying an agent on a node on page 30. Reiewing the details of deployed agents and deleting agents that are no longer required. See Reiewing and deleting agents on page 32. Registering a runtime serer When you install the runtime serer component on a machine, you must register the new runtime serer on the administration serer before it can be used by agents. To register a runtime serer with the administration serer complete the following steps: 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Serers. 2. Click Create. 3. Complete the form with the requested details. 24 IBM Tioli License Manager: License Administrator s Guide

37 Register a runtime serer Notes: a. The serer name must be exactly the same as the name you specified when you installed the runtime serer component on the machine. b. The password is used to authenticate communications between the runtime serer and the administration serer. If the initial password that is registered on the administration serer is not exactly the same as the password specified when the runtime serer was installed, communications fail. 4. Click Finish. When you submit the serer information, the runtime serer is plugged in to the administration serer and is then ready for use. The serer fails to plug in if the one or more of the following occurs: The serer name does not match the name of any installed serer The serer name identifies a serer that does not belong to the customer you are working with The password does not match the runtime password that was specified when the serer was installed If any of these problems occur, an entry is made in the eent.log file, which is located on the administration serer machine, in the folder: <INSTALL_DIR>\admin\log You can open this log file using any text editor. Reiewing and changing runtime serers Using this function, you select a runtime serer and can then do the following: View the current information for the serer, including a list of the agents that are assigned to it. Change the name, IP address, and port number of the serer. Change the serer password. To reiew and update a runtime serer, complete the following steps: 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Serers. 2. Select a serer from the list and click Next. Chapter 4. Managing a customer infrastructure 25

38 Reiewing a runtime serer The details of the selected serer are displayed. 3. You can change the Name, Address, and Port number fields. Howeer, make any changes with care and be aware of the following: The name must be exactly the same as the serer name specified when the runtime serer was installed on the machine. Therefore, the only change you should make is to correct an error made when the serer was originally registered. The address may be a host name or an IP address depending on the network enironment. You should only change the IP address if it was originally entered wrongly, or if the machine on which the serer is installed has changed its IP address. If you change the port number to anything other than the default (80), and you configure WebSphere Application Serer to receie incoming requests on a different port, you must include the port number in the Web page address when accessing the runtime serer. For example, The address and port fields are used by agents to contact the runtime serer. If you change either of these alues when agents are already deployed, you will hae to redeploy all agents to enable them to contact the runtime serer using the new alues. 4. To sae your changes, click Finish. From this page, you can select the following additional options: Change the password that is used to authenticate communications from this serer. To do this: 26 IBM Tioli License Manager: License Administrator s Guide

39 Reiewing a runtime serer 1. Click Password. 2. Type the password and then confirm it by retyping it. 3. Click Finish. The Change Password window closes. View a list of the agents that use this serer. To do this: 1. Click Details. 2. If the list of agents extends to more than one page, click the back and forward arrows or type a page number and click Go. Adding diisions Diisions are organizational units within a customer implementation of Tioli License Manager. They are used to group agents. You must create at least one diision for a customer before you can deploy any agents for that customer. Large customers can include seeral diisions. Chapter 4. Managing a customer infrastructure 27

40 Adding diisions To create a diision, complete the following steps: 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Diisions. 2. Click Create. 3. Supply the name and description of the diision. 4. Click Finish. Reiewing and changing diisions You can reiew and change an existing diision, as follows: View the current information for the diision, including a list of the agents that are assigned to it. Change the name and description of the diision. Delete a diision you no longer want to use. If you delete a diision that has agents assigned to it, the agents will also be remoed. To reiew and update a diision, complete the following steps: 28 IBM Tioli License Manager: License Administrator s Guide

41 Reiewing diisions 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Diisions. 2. Select a diision from the list and click Next. The details of the selected diision are displayed. 3. You can do the following: Make changes to the name and description and then click Finish to sae the changes. Delete the diision by clicking Delete. If any agents are currently assigned to the diision, they will be remoed when the diision is deleted. Chapter 4. Managing a customer infrastructure 29

42 Reiewing diisions View a list of the agents that are assigned to the diision. To do this, click Details. If the list of agents extends to more than one page, click the back and forward arrows or type a page number and click Go. Deploying an agent on a node Each runtime serer hosts a Web page from which you can download Tioli License Manager agent and install it on a node. This page is not password protected, so you do not need to hae the user name and password of a Tioli License Manager administrator to use it, though you must be logged on as a user with administrator rights to the node. Typically, the Tioli License Manager administrator would contact users and tell them to deploy the agent on their machines. Note: If you are installing the agent on a Windows node, ensure that the Windows Serice Manager Tool is stopped. To deploy an agent on a node, complete the following steps: 1. Log on to the node as a user with administrator rights. If you are not logged on with administrator rights, the registration process will start, but will subsequently fail. 2. Access a runtime serer. 30 IBM Tioli License Manager: License Administrator s Guide

43 Deploying an agent The address of the page is name>\slmruntime\register. 3. Complete the requested information, as follows: Diision Select the diision to which the agent is to belong from the drop-down list. Serer Select the runtime serer that the agent will use from the drop-down list. This does not need to be the runtime serer from which you are deploying the agent. Note: The drop-down list includes all runtime serers that hae been registered with the administration serer for the selected customer. If the serer you want is not in the list, this may be because you hae installed the component but hae not registered the new serer. Computer Label Type the number on the identifying label of the machine on which the agent is to be deployed. 4. Click Finish. Standard security warnings for downloading from a Web site appear. 5. Accept the security warnings. Note: The number and format of warning panels differs for different browsers. For Netscape Naigator, there are multiple panels, and you must click Grant to accept each warning. For Internet Explorer, there is a single panel, and you must click Yes to accept it. If you do not accept these warnings, the agent will not be deployed. The agent is deployed on the node and started. For information about the files created when the agent is deployed, see the IBM Tioli License Manager: System Administrator s Guide. If the deployment is not successful, a message is displayed indicating the reason. See Problem Determination in the IBM Tioli License Manager: System Administrator s Guide for details of the possible messages and the actions you can take to resole problems. Chapter 4. Managing a customer infrastructure 31

44 Deploying an agent Note: There is a delay between the agent starting to monitor the node and information from the agent being aailable on the serers. You must take into account the time delays required for scanning the node and for transferring data to the runtime serer and then to the administration serer. You can set time delay parameters on the administration serer interface. These parameters are held in the system.properties file for the administration serer. Redeploying or upgrading an agent There are some circumstances in which you need to redeploy the agent on a node: You change the serer name or port of the runtime serer after the agent has been deployed or you decide to monitor the node using a different serer or to assign the agent to a different diision. In this case, you should simply follow the deploy procedure again. You do not need to uninstall the agent. A newer ersion of the agent is aailable on the runtime serer with which the agent is registered. In this case, you can use the agent self-update facility. See the Agent chapter in the IBM Tioli License Manager: System Administrator s Guide for information about this facility and how to enable it. Reiewing and deleting agents You can use this function to reiew details of the agents that are deployed and to delete agents when they are no longer needed. Note: You do not need to delete the agent before redeploying. The delete agent function is intended for the situation where a node is no longer being monitored. The delete function deletes the record of the agent that is held in the administration serer database. It does not remoe the agent files from the monitored node. To remoe an agent, use the uninstall agent procedure described in the installation chapter of the IBM Tioli License Manager: System Administrator s Guide. You do not need to delete the agent before redeploying. The delete function is intended for the situation where a node is no longer being monitored. You should delete the agent record from the database after uninstalling the agent file. The delete function is not aailable if the agent is actie. You can request details of all agents, or you can limit the information displayed, as follows: Include all agents that are assigned to a specified diision Include only a specific agent The resulting report proides you with the following information for each agent that is included: The name, machine label, serial number, and hardware platform of the node where the agent is installed The name and ersion of the operating system running on the machine The IP address of the machine The number of hard disk dries, configured processors, and online processors on the machine The diision to which the agent is assigned The runtime serer that the agent uses 32 IBM Tioli License Manager: License Administrator s Guide

45 Reiewing agents The date and time of the last inentory scan by this agent The agent status (whether the agent is actie or inactie) To reiew or delete agents, complete the following steps: 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Agents. 2. Accept the default to include agents from all diisions or select a diision from the list. 3. Click Next. The list of agents includes all agents or, if you selected a diision, all agents for the selected diision. 4. Accept the default to include all the agents included in the list or select a single agent from the list. 5. Click Next. A page appears showing details of a single agent. Chapter 4. Managing a customer infrastructure 33

46 Reiewing agents 6. To display details of another agent that is included in the report, click the back and forward arrows or type a page number and click Go. 7. To delete the agent for which details are displayed, click Delete. You are asked to confirm your decision to delete. If you do so, the entry for the agent is remoed from the administration serer database. Note: The purpose of the delete function is to remoe database entries for agents that hae been uninstalled or where the node on which the agent is deployed has been remoed from the monitored network. The delete function is only aailable if the selected agent is inactie. Managing demographic information You can store information in the administration serer database about the customer nodes that are to be monitored and about the users who can start applications on the nodes. Using this information, Tioli License Manager can restrict access to license pools to specified users or nodes. The tasks related to demographic information that you can perform on the Web interface are: Adding new nodes to the administration serer database. See Adding nodes on page 35. Reiewing and updating nodes. See Reiewing and changing nodes on page IBM Tioli License Manager: License Administrator s Guide

47 Managing demographics Recording details of the users of monitored applications. See Adding application users on page 38. Changing or deleting the details of an application user. See Changing or deleting user details on page 39. Adding nodes You can use this function to record details of nodes within the customer s network. Note: When an agent is deployed on a node for which there is no entry in the administration serer database, Tioli License Manager automatically creates a new node record. To add a node to the administration serer database, complete the following steps: 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Nodes. 2. Click Create. Chapter 4. Managing a customer infrastructure 35

48 Adding nodes 3. Supply the details of a node that is in the network of the currently selected customer. Note: The Tag, which is also referred to as the computer label, is the unique identifier of the node. It is this alue that the agent deployment process attempts to match when it looks for a node entry in the administration serer database for the target node of the deployment. If it does not find a match, it creates a new entry. 4. Click Finish. The node details are recorded in the administration serer database. The node can now be specified when you set target distribution details for a license pool to limit access to a license pool to specified nodes. You can also select automatically created nodes when distributing a license pool. Reiewing and changing nodes You can use this function to do the following: Change the details of nodes that are recorded on the administration serer database. View information about nodes and the agents that are deployed on them. Delete records for nodes that do not hae an agent deployed. To reiew and update an existing node, complete the following steps: 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Nodes. 2. Select one of the radio buttons to determine which nodes will be aailable for selection on the next form. 36 IBM Tioli License Manager: License Administrator s Guide

49 Reiewing nodes 3. Click Next. 4. Select a node from the list and click Next. Chapter 4. Managing a customer infrastructure 37

50 Reiewing nodes 5. You can do the following: Make any necessary changes and click Finish. Delete the node. You delete the node only if there are no agents deployed on the node. If this is the case, the Delete button is displayed. Adding application users You can use this function to record details of users who are entitled to run applications on monitored nodes. The purpose of registering users in the administration serer database is allow license pools to be restricted to specified users. To add a user to the administration serer database, complete the following steps: 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Users. 2. Click Create. 38 IBM Tioli License Manager: License Administrator s Guide

51 Adding users 3. Supply the details of a user who has access to one or more of the monitored nodes in the network of the currently selected customer. 4. Click Finish. The user details are recorded in the administration serer database. The user can now be specified when you define user distribution settings for a license pool if you want to limit access to the license pool to selected users. When you are defining distribution settings only those users you created with a logon name can be browsed and added to the allowed users group of a license pool. Changing or deleting user details To change or delete information for an application user whose details are recorded on the administration serer database, complete the following steps: Chapter 4. Managing a customer infrastructure 39

52 Changing users 1. In the portfolio, click Topology. When the Topology task group opens to show a list of tasks, click Users. 2. Under the User Selection banner you can limit the number of users aailable for selection on the next form. To do this, from the drop-down list, select Last Name, Logon Name, or Employee No, then in the text box make an entry that is to be used in matching. For example, select Last Name and type Smith to select all users with the last name Smith. Leae the User Selection fields unchanged to select all users. 3. Click Next. 40 IBM Tioli License Manager: License Administrator s Guide

53 Changing users 4. Select a user from the list and click Change. 5. If you want to delete the user, check the details, and if this is the correct user, click Delete. If you want to change the user details, make the required changes and then click Finish. Chapter 4. Managing a customer infrastructure 41

54 Changing users 42 IBM Tioli License Manager: License Administrator s Guide

55 Chapter 5. Managing software entitlement and license pool details This chapter proides instructions for the tasks inoled in creating and maintaining license entitlement information and license pools for products. These tasks are: Maintaining the license entitlement settings for a product. See Maintaining entitlement settings for a product on page 45. Creating new license pools for a product. See Creating a license pool on page 47. Updating existing license pools. See Updating a license pool on page 52. Limiting access to a license pool to specific diisions, agents, nodes, and users. See Setting license distribution parameters on page 50 and Changing license distribution settings on page 54. You perform these tasks using a browser to access the administration serer interface. See Chapter 2, Getting started on the Web interfaces, on page 7 for instructions on logging on. License entitlement and license pool information relates to a specific customer, whose details must recorded in the administration serer database. You are prompted to select the customer you want to work with when you log on to the administration serer. To change the customer during a session, click the Home icon on the tool bar and select a different customer from the list that appears. Changes in license information that you make on the administration serer are automatically downloaded to the customer s runtime serers at regular interals. Selecting a product for entitlement or license pool maintenance The first two forms of the Software Entitlement wizard allow you to select the product for which you want to update license information. To select a product, complete the following steps: 1. In the portfolio, click Software Entitlement. Copyright IBM Corp. 2001,

56 Selecting a product The first form of the Software Entitlement wizard appears. 2. Complete this form as follows: SW Vendor Select All to allow selection of products from all endors or select one or more endors and limit selection of products to products supplied by those endors. Platform Select All to allow selection of products installed on all platforms or select one or more platforms and limit selection to products installed on those platform. Product Name To limit the selection criteria by product name matching, type part of a product name, preceded, followed, or surrounded by wildcard characters (%). All products that hae names that match are aailable for selection on the next form. Leae the field blank if you do not want to use product name matching. Include Indicate whether your selection should include products that already hae settings or products that do not hae settings by selecting the appropriate radio button. 44 IBM Tioli License Manager: License Administrator s Guide

57 Selecting a product 3. Click Next to moe to the next form. 4. Complete this form as follows: Product Select the product for which you want to create or update software entitlement settings. The list includes only those products that match the criteria you entered on the preious form. Include Indicate which licenses are to be selected for update by selecting the appropriate radio button. 5. Click Next to show the license information about the product you selected. You can now update the license information for the selected product. For instructions see: Maintaining entitlement settings for a product Creating a license pool on page 47 Updating a license pool on page 52 Changing license distribution settings on page 54 Maintaining entitlement settings for a product The entitlement settings for a product determine whether a product is subject to monitoring and if so, how the license agreements are to be defined and enforced. To change the entitlement settings for a product, complete the following steps: 1. Select the product for which you want to maintain license entitlement details. See Selecting a product for entitlement or license pool maintenance on page 43. Chapter 5. Managing software entitlement and license pool details 45

58 Maintaining entitlement settings 2. Complete the Product Settings section of this form by selecting radio buttons as follows: Software monitoring Select Enabled if you want to track the presence and use of this product using Tioli License Manager. Otherwise, select Disabled. Licenses control Select User-defined if you want to define license pools for this product. Select Default to use default license pool settings. The default settings allow unrestricted use of the product. There is no limit to the number of licenses aailable, no expiration date, and no restriction on the users or agents that can access the license pool. A default license pool is assigned the capacity type Users, so that product usage is metered according to the number of user sessions that are started. If you select Default, you do not need to create any license pools as a set of default license rules is applied. Any license pools that exist are ignored. Run offline Select Yes if the product can be used when there is no connection between the agent and the runtime serer. Otherwise select No. If you select Yes, the product can be used in off-line mode, and no license checks will be made. License rules can be applied only when the agent is connected to the runtime serer. Serer response Select Required if the agent must wait for a serer response before allowing the application to start. Select Not required if the application can start before a response from the runtime serer has been receied. Note: If you select Yes for Run offline and Required for Serer response, the agent will await a serer response when running online, but will allow the product to start without a response when running offline. 3. Click Finish to record these settings. 46 IBM Tioli License Manager: License Administrator s Guide

59 Maintaining entitlement settings Creating a license pool A confirmation page appears and you can click Back to return to the preious form, where you can continue working with software entitlement settings by creating or updating license pools for the selected product. For instructions on maintaining license pools, see: Creating a license pool Updating a license pool on page 52 Each product that specifies user-defined license settings must hae at least one license pool and might hae more than one. When you create a license pool, you define a set of rules that is to be applied when administering the licenses assigned to the pool. To create a license pool, complete the following steps: 1. Select the product for which you want to create a license pool. See Selecting a product for entitlement or license pool maintenance on page You can define the product leel license entitlement settings. See Maintaining entitlement settings for a product on page 45. Notes: a. If you do not define product settings before creating license pools, default settings are used. b. For the Licenses control setting, you must select User Defined. If you select Default, any license pools you define are ignored. 3. When you return to the form where you defined product settings, scroll down until you reach the License Pools heading. Chapter 5. Managing software entitlement and license pool details 47

60 Maintaining entitlement settings 4. Click Create. 5. Complete the form as follows: Capacity Type Select a capacity type from the drop-down list. The capacity type controls how the number of licenses required when a product starts is determined. The following options are aailable: Users A license is assigned for each user who starts the application. Memory The olume of licenses assigned is equal to the size of the memory (MB) of the requesting node. Processors On-line The number of licenses assigned is equal to the number of online processors on the requesting node. Processors configured The number of licenses assigned is equal to the number of configured processors on the requesting node. Disks The number of licenses assigned is equal to the number of hard disks on the requesting node. Hard Stop Select Yes or No. If you select Yes, the number of licenses aailable is an 48 IBM Tioli License Manager: License Administrator s Guide

61 Maintaining entitlement settings absolute maximum. When all licenses are in use, the next license request is refused and the application cannot start. If you select No, the number of licenses aailable is not an absolute maximum. When all licenses are in use, the next license request causes a warning eent to be generated, but the application can start. Multi-Instance This setting defines the circumstances where a single license can be used for multiple instances of the product that start on the same node. Select the default, Disabled, if multi-instance licenses are not allowed. Otherwise, select one of the following options from the drop-down list: Same User If the application is started by a user who has already been assigned a license for this product, no further license is required. Same Group If a license is already assigned to the group of the user who starts the application, no further license is required. Same Node If a further instance of the product is started on a node to which a license has already been assigned, no further license is required. Quantity Specify the olume of licenses aailable in this license pool. Threshold Specify the percentage of the total licenses in the pool at which to set a threshold for warnings. When the olume of licenses that are in use reaches this percentage, a warning eent is generated. Target Type Select a target type from the drop-down list. The target type indicates the aailability of the license pool within the customer monitoring structure. Select Enterprise to make the license pool aailable to all nodes in the customer structure, or select Diision, Node, oragent to limit aailability to selected components. If you choose anything other than Enterprise, you must specify which diisions, nodes, or agents can use this license pool. You do this when you set distribution parameters for the license pool. See, Setting license distribution parameters on page 50. Start Date Specify the date from which the license pool is aailable. Expiration Date Specify the date when the license pool will stop being aailable. Description Type a short description of the license pools that will help you to recognize the license pool when it appears in the software usage reports. Creation Mode Select Set distribution now if you want to go immediately to the form where distribution details are defined. See Setting license distribution parameters on page 50. Select Set distribution later if you want to defer setting the distribution details. See Changing license distribution settings on page 54. Chapter 5. Managing software entitlement and license pool details 49

62 Maintaining entitlement settings Note: If you do not set distribution parameters when you create a license pool, the default is to allow all users to access the license pool. Therefore, if you do not want to limit access to specific users, you might not need to create distribution details. Howeer, if you chose a target type other than Enterprise, you must use set distribution parameters for targets either immediately or later. By default, no nodes, agents, or diisions are selected. 6. Click Finish to create the license pool. Setting license distribution parameters The Create License Distribution Parameters wizard starts if you chose immediate creation of distribution parameters when you created a license pool. The first form of the wizard is the confirmation that the license pool has been created. The details requested by the wizard differ depending on the target type you selected for the license pool. If you selected any target type other than Enterprise, the wizard requests details of the targets on which you want the license pool to be aailable. The wizard always asks you if you want to limit the distribution to specified users. The default is to allow all users to access the license pool. To create license distribution details, complete the following steps: 1. Define the license pool, following the instructions in Creating a license pool on page 47 and selecting the Set distribution now creation mode. When you click Finish to create the license pool, the following form appears. 50 IBM Tioli License Manager: License Administrator s Guide

63 Setting distribution parameters In this example, the target type selected on the license creation form was Diision. If you had selected Enterprise for target type, you would not need to select any targets and instead would be immediately prompted for user limitations. 2. To use target name matching to limit target selection, type part of a target name, preceded, followed, or surrounded by wildcard characters (%). All target names that match are aailable for selection on the next form. Leae the field blank if you do not want to use target name matching. 3. Click Next. 4. Select the targets you want to include in the distribution of the license pool. 5. Click Next. 6. Choose whether the license pool is to be restricted to selected users or aailable to all users: To allow all users, click Allow all. The creation of distribution details is now complete. To restrict the license pool to selected users click Next. If you want to use name matching to restrict the entries in the list of users from which you will choose on the next page, type a part of the User logon name, preceded, followed, or surrounded by wildcard characters (%). All user names that match are aailable for selection. Chapter 5. Managing software entitlement and license pool details 51

64 Setting distribution parameters Updating a license pool 7. Select the users who are to hae access to the license pool. 8. Click Finish. A confirmation page appears summarizing the distribution parameters you specified. You can use the Change action to make changes to a license pool that you hae already defined. To update a license pool, complete the following steps: 1. Select the product for which you want to make changes to a license pool. See Selecting a product for entitlement or license pool maintenance on page Scroll down the form that starts with license entitlement product settings until you reach the License Pools banner and the list of licenses that exist for the selected product. 52 IBM Tioli License Manager: License Administrator s Guide

65 Updating a license pool 3. Select the license pool you want to update and click Change. 4. Complete the form as follows: Hard Stop Select Yes or No. If you select Yes, the number of licenses aailable is an absolute maximum. When all licenses are in use, the next license request is refused and the application cannot start. If you select No, the number of licenses aailable is not an absolute maximum. Once all licenses are in use, the next license request causes a warning eent to be generated, but the application is allowed to start. Multi-Instance This setting defines the circumstances where a single license can be used for multiple instances of the product that start on the same node. Select the default, Disabled, if multi-instance licenses are not allowed. Otherwise, select one of the following options from the drop-down list: Same User If the application is started by a user who has already been assigned a license for this product, no further license is required. Same Group If a license is already assigned to the group of the user who starts the application, no further license is required. Chapter 5. Managing software entitlement and license pool details 53

66 Updating a license pool Same Node If a further instance of the product is started on a node to which a license has already been assigned, no further license is required. Quantity You can change the olume of licenses aailable in this license pool. Threshold You can change the percentage of the total licenses in the pool at which to set a threshold for warnings. When the olume of licenses that are in use reaches this percentage, a warning eent is generated. Target Type You cannot change the target type on this form. To change the target type, you must select the Change option for target distribution details. Start Date You can change the date from which the license pool is aailable. Expiration Date You can change the date when the license pool will stop being aailable. 5. If you want to change the distribution details for the license pool, scroll down to the Distribution banner and select from the options to change or delete target and user distribution information. See Changing license distribution settings. Note: When you hae made changes to distribution details, you return to this form. You must click Finish on this form to sae the changes you made to the distribution details. 6. Click Finish to sae the changes you hae made. Changing license distribution settings All license pools include distribution settings. These can be the default alues to allow use of the pool by all users throughout the customer enterprise or they can include limitations to specific users and targets within the enterprise. When you update a license pool, the current distribution details are displayed on the Manage License Settings page, under the Distribution heading. 54 IBM Tioli License Manager: License Administrator s Guide

67 Changing distribution settings If the current settings include target or user limitations, the allowed targets and users are listed. You can change the settings by deleting items from either list. To delete an item from the target or user list, select it and click the related Delete button. Note: If you delete all users from the list, the user distribution settings default to allow the pool to be accessed by all users. If you delete all current targets you must the target distribution settings to select new targets. To add users or targets or to change the target type, use the Change options for users and targets. Changing target distribution settings To change the target distribution settings, complete the following steps: 1. In the Distribution section of the License Settings page, click the Change button for the target settings. 2. To change to a different type of target, select a Target Type from the drop-down list. For example, you can change from Diision to Node. 3. Click Next. If you chose Enterprise as the target type, the target update is complete and you return to the Manage License Settings page. Otherwise, you are prompted to select targets of the type you specified. 4. To use target name matching to limit target selection, type part of a target name, preceded, followed, or surrounded by wildcard characters (%). All target names that match are aailable for selection on the next form. Leae the field blank if you do not want to use target name matching. Chapter 5. Managing software entitlement and license pool details 55

68 Changing target distribution 5. Click Next. 6. Select the targets you want to include in the distribution of the license pool. If you hae not changed to a different target type, the list includes only those targets that are not selected in the current settings. You can add more targets here, but you can only delete targets using the Delete button on the License Settings page. 7. Click Next. You now return to the License Settings page. 8. Click Finish. Changing user distribution settings When you are defining the distribution settings for a license pool, only the users that you created with a logon name can be browsed and added to the allowed users group of the license pool. When there are no registered users with a logon name you will not be able to add users to the allowed user group of the selected license, and all the users will be allowed to use the license. To change the user distribution settings, complete the following steps: 1. In the Distribution section of the License Settings page, click the Change button for the Allowed Users settings. 2. Choose whether the license pool is to be restricted to selected users or aailable to all users: To allow all users, click Allow all. The creation of distribution details is now complete. To restrict the license pool to selected users click Next. 56 IBM Tioli License Manager: License Administrator s Guide

69 Changing user distribution If you want to use name matching to restrict the entries in the list of users from which you will choose on the next page, type part of the User logon name, preceded, followed, or surrounded by wildcard characters (%). All user names that match are aailable for selection. If you selected the option to allow all users, the update of user distribution settings is now complete. Otherwise, the following form appears. 3. Select the users you want to include in the distribution of the license pool. The list includes only those users that are not selected in the current settings. You can add more users here, but can only delete users using the Delete icon on the License Settings page. 4. Click Next. You now return to the License Settings page. 5. Click Finish. Chapter 5. Managing software entitlement and license pool details 57

70 Changing user distribution 58 IBM Tioli License Manager: License Administrator s Guide

71 Chapter 6. Reporting software usage information This chapter proides instructions for producing software usage reports. Tioli License Manager proides realtime and historical information on software usage. You request the realtime information from the appropriate runtime serer and the historical information from the administration serer. The following reports are aailable: A snapshot report of software usage at a specified time. See Producing a historical snapshot software usage report. A report in graphical format showing trends in usage of a product oer a period of time. See Producing a software usage trend analysis report on page 67. A report that summarizes the highest or aerage usage of products during a specified period. See Producing a software usage leel analysis report on page 71. A realtime software usage report which you can request on a runtime serer. See Producing a realtime software usage report on page 75. You perform these tasks using a browser to access the Web interfaces. See Chapter 2, Getting started on the Web interfaces, on page 7 for information about the tasks aailable on each serer and for instructions on logging on to the administration and runtime serers. You are prompted to select the customer you want to work with when you log on to the administration serer. To change the customer during a session, click the Home icon on the tool bar and select a different customer from the list that appears. Producing a historical snapshot software usage report The software usage report, which is aailable from the Web interface on administration serer, proides information about the software usage on monitored nodes as at a date and time that you specify. The report includes detailed information about the products and their leel of usage at the specified time, the agents on which they were installed, the license pools that were aailable, and the sessions that were actie. Requesting the report The software usage snapshot report wizard consists of two forms where you can define parameters for the report. You can limit the report as follows: Only specified products Only products supplied by a selected endor Only products installed on a specified operating system Only products installed on nodes that are monitored by specified agents or agents in specified diisions To produce a software usage snapshot report complete the following steps: 1. In the portfolio, click Software Usage. When the Software Usage task group opens to show a list of tasks, click Snapshot. The first form of the software Copyright IBM Corp. 2001,

72 Requesting the report usage snapshot wizard appears. This form allows you to limit the products and agents that can be selected for inclusion in the report on the second form. 2. Complete this form as follows: SW Vendor Select All to allow selection of products from all endors or select one or more endors and limit selection of products to products supplied by those endors. Platform Select All to allow selection of products installed on all platforms or select one or more platforms and limit selection to products installed on those platform. Product Name To limit the products aailable for selection using product name matching, type a part of a product name preceded, followed, or enclosed by wildcard characters (%). All products that hae names that match are included in the selection list on the next form. Leae the field blank if you do not want to use product name matching. Diision Select All to allow selection of agents from all diisions or select one or more diisions to limit selection to agents assigned to those diisions. Agent Name To limit the agents aailable for selection using agent name matching, type a part of an agent name preceded, followed, or enclosed by wildcard characters (%). Agents with names that match are aailable for selection on the next form. Leae the field blank if you do not want to use agent name matching. 60 IBM Tioli License Manager: License Administrator s Guide

73 Requesting the report 3. Click Next to moe to the next form. 4. Complete this form as follows: Product name Accept the default, All, to include all products that match the criteria you specified in the first form or select a product to limit the report to instances of a single product. Agent Accept the default, All, to include products installed on all agents that match the criteria you specified in the first form or select agent to limit the report to products installed on that agent. Date Define the effectie date of the report. Software usage information at the date and time entered will be included in the report. Time Define the effectie time of the report. Time Zone Select a time zone from the drop-down list. Ensure that the time zone you select does not put the specified date and time in the future. HWM Time Range From the drop-down list, select the time period oer which the high water Chapter 6. Reporting software usage information 61

74 Requesting the report mark is to be reported. The time range is considered as a period up to the date and time specified. For example, if you specify a time range of 1 day, the high water mark alues for products in the report will be the maximum concurrent usage in the 24 hours before the date and time you specified. 5. Click Next to produce the report Naigating the report The report has the following sections: A list of products installed on the selected nodes, showing the leel of usage of each product. The list of products includes all products that fit the selection criteria, which were in use at the specified time or which hae procured licenses. Products that use the default license settings are only included if they were in use at the specified time. Product details for each product. Details of the monitored nodes on which each product is installed. Details of license pools aailable for each product. A list of current sessions for each product that is in use. Figure 3 shows the product list section of the software usage report. Figure 3. Product list in the historical software usage report This is the first section that appears when the report is produced. It shows a list of the products that fit the selection criteria you entered. You can choose to export the report in an XML format. To do this, select Page or Document from the Export drop-down list and click OK. 62 IBM Tioli License Manager: License Administrator s Guide

75 Naigating the report If the list extends to more than one page, click the back and forward arrows or type a page number and click Go. The list of product shows software usage information for products that are installed on the selected agents. Note: Products that hae procured licenses are included in the report een if they were not in use at the specified time. Products that use the default license settings are only included if they were in use. At the top of the list, you can change the Capacity Type for which information is displayed, by selecting from a drop-down list. If entries in the list do not hae full details, this is because they hae a different capacity type to the one currently selected. In addition to the product name and ersion, each entry includes the following information about the status of products at the specified reporting time: Total Installed The number of instances of the product, which were installed on agents at the specified date and time, that are included in the report. Procured The olume of licenses that were procured at the specified time. How this is expressed depends on the capacity type. For example, if the capacity type is User, this will be the number of licenses aailable. If the product uses default license settings, this is set to none. In Use The olume of licenses in use on the agents included in the report at the date and time specified. Total in Use The olume of licenses in use on all agents at the date and time specified. Total HWM The maximum olume of licenses that were concurrently in use on all agents during the specified HWM period. Each row of the product list includes links that allow you to jump to another section of the report, as follows: Click a Product to jump to details of that product. See Figure 4 on page 64. Click a Total Installed alue to jump to information about the monitored nodes where the product is installed. Click a Procured alue to jump to details of the license pool for the product. See Figure 12 on page 80. Click an In Use alue to jump to details of the sessions that were open for the product. See Figure 13 on page 81. Figure 4 on page 64 shows the details of a selected product. The details comprise the name of the operating system under which the product runs, the name of the software endor, whether or not the product must wait for a response from the runtime serer before opening, and whether or not the product can run if there is no connection to the serer. Chapter 6. Reporting software usage information 63

76 Naigating the report Figure 4. Product details in the historical software usage report Click the arrow icon in the right of the table to return to the top of the report. Figure 5 shows the list of monitored nodes on which a selected product is installed. Figure 5. List of agents in the historical software usage report For nodes where the product was installed at the specified reporting time, the report shows the following: Machine information comprising the host name, IP address, node name, operating system name, and operating system ersion Tioli License Manager information comprising the diision and the runtime serer to which the agent is assigned You can naigate to other parts of the report as follows: Click the arrow icon to return to the top of the report. Click List of products to jump to the current page of the list of products. See Figure 3 on page 62. Click the product name at the top of the table to jump to the product details section of the report. See Figure 4. Figure 6 on page 65 shows the list of license pools for a selected product. 64 IBM Tioli License Manager: License Administrator s Guide

77 Naigating the report Figure 6. License pools in the historical software usage report For each license pool that the selected product can use, the following information is displayed: License Identifies the license whose terms are summarized here. Products that are not subject to a license can be monitored by assigning them a default set of conditions. Quantity The size of the license pool. For license agreements based on the User capacity type, this is the number of licenses aailable. Threshold The leel of license usage, expressed as a percentage of total quantity, at which an administrator is to be alerted about possible shortage of licenses. Hard Stop Possible alues are Yes and No. Yes indicates that when all the licenses in the pool hae been allocated, the next request to open a session is refused. No indicates that the number of aailable licenses can be exceeded, though a warning will be issued. Multi-instance Possible alues are Disabled, Same User, Same Group, orsame Node. If multi-instance is enabled, a single license can be used for multiple sessions of the product for the same user, for the same user group, or for the same node. Otherwise, each session must be allocated a license. HWM The maximum olume of licenses from this license pool concurrently in use on all agents that was reached during the specified HWM period. In Use The olume of licenses from this license pool in use on all agents at the date and time specified. Capacity Type This indicates how to calculate the olume of licenses required when a product is started. The most usual capacity type, Users, allocates one license each time a product starts. Start Date The date from which the license pool can be used. Chapter 6. Reporting software usage information 65

78 Naigating the report Expiration Date If set, the license pool cannot be used after this date. You can naigate to other parts of the report as follows: Click the arrow icon to return to the top of the report. Click List of products to jump to the current page of the list of products. See Figure 3 on page 62. Click on the product name at the top of the table to jump to the product details section of the report. See Figure 4 on page 64. Figure 7 shows the details of the sessions open for a selected product. Figure 7. Sessions in the historical software usage report For each session that was open at the specified reporting time, the following information is displayed: Host name Identifies the node on which the session is open. User Name The ID of the user who opened the session. Group Name The name of the user group to which the user is assigned. In Use The number of licenses in use. Grant Date The date and time at which the license was allocated. You can naigate to other parts of the report as follows: Click the arrow icon to return to the top of the report. Click List of products to jump to the current page of the list of products. See Figure 3 on page 62. Click on the product name at the top of the table to jump to the product details section of the report. See Figure 4 on page 64. Click Licenses to jump to the license pool section of the report. See Figure 6 on page IBM Tioli License Manager: License Administrator s Guide

79 Software trend analysis report Producing a software usage trend analysis report The Trend Analysis report proides a graphical representation of trends in the usage of a selected product during a specified period. You can only select one product for reporting. You can report its usage on all agents, on agents within selected diisions, or on selected agents. The report can include seeral charts. If the selected product has license pools with different capacity types, usage under the different capacity types must be presented on separate charts. Optionally, you can break down the report further, so that usage for each aailable license pool is reported on a separate chart. Requesting the report The trend analysis report wizard consists of two forms where you can define parameters for the report. To produce a trend analysis report, complete the following steps: 1. In the portfolio on the left side of the administration serer Web page, click Software Usage then when the Software Usage task group opens to show a list of tasks, click Trend Analysis. The first form of the trend analysis wizard appears. This form allows you to limit the products and agents that appear in the selection lists on the next form. 2. Complete this form as follows: SW Vendor Select All to include products from all endors in the list on the next form or select one or more endors and limit selection of products to products supplied by those endors. Platform Select All to allow selection of products installed on all platforms or select one or more platforms and limit selection to products installed on those platform. Chapter 6. Reporting software usage information 67

80 Requesting a software trend report Product Name To limit the products aailable for selection using product name matching, type a part of a product name preceded, followed, or enclosed by wildcard characters (%). All products that hae names that match are included in the selection list on the next form. Leae the field blank if you do not want to use product name matching. Diision Select All to allow selection of agents from all diisions or select one or more diisions to limit selection to agents assigned to those diisions. Agent Name To limit the agents aailable for selection using agent name matching, type a part of a agent name preceded, followed, or enclosed by wildcard characters (%). Agents with names that match are aailable for selection on the next form. Leae the field blank if you do not want to use agent name matching. 3. Click Next to moe to the next form. 4. Complete this form as follows: Product Select a product from the list. Agent Accept the default, All, to include products installed on all agents that match the criteria you specified in the first form or select agent to limit the report to products installed on that agent. 68 IBM Tioli License Manager: License Administrator s Guide

81 Requesting a software trend report Query by Select one of the radio buttons. This selection determines the leel at which software usage information is to be broken down into separate charts, as follows: Capacity A chart is produced for each different capacity type that is used for the product. The usage figures for all license pools of the same capacity type are reported together. For example, if the product has some license pools with capacity type Users and some with capacity type Memory, the report includes two charts, each of which might include usage from seeral license pools. License A chart is produced for each license pool defined for the product. Note: Usage leels from license pools that hae been deleted are not included. Start Date Define the date and time at which the reporting period is to start. End Date Define the date and time for the end of the reporting period. Information about trends of software usage up to and including the date and time entered will be included in the report. Time Zone Select a time zone from the drop-down list. Ensure that the time zone you select does not any part of the reporting period in the future. 5. Click Next to produce the report. Using the report Figure 8 on page 70 shows a chart from the Trend Analysis report in step format. The chart plots licenses used against time, oer the period you specified. In line format, the periods of time are joined, showing the rise and fall in usage. Note: Usage leels from license pools that hae been deleted are not included. Chapter 6. Reporting software usage information 69

82 Requesting a software trend report Figure 8. Trend Analysis report in step format You can naigate the report, change the content, or change the presentation: If the report includes more than one chart, click the back and forward arrows or type a page number and click Go. Export the current chart in an XML format. Click OK next to the Export list. Change the format of the chart, by selecting from the Chart Type list. Aailable formats are Step, Line, and Eent. Step format is shown in Figure 8. Line format shows the different leels connected by a line showing the trend of the change in usage. Eent format shows single eents, not connected by a trend line. Change the report period by changing the Start Date and End Date fields and clicking OK. Change the breakdown of the information by changing the from Capacity to License or from License to Capacity and clicking Submit. In Figure 8, Capacity is selected and the information shown includes usage of all license pools that hae the capacity type Users. If you change to License, the report shows a separate chart for each license pool. Show a description of the chart by clicking the D link. 70 IBM Tioli License Manager: License Administrator s Guide

83 Software usage leel report Producing a software usage leel analysis report The Leel Analysis report proides an oeriew of the leel of usage of software products during a specified period. The reporting options allow you to consider usage as either the high water mark or as the aerage usage of products. The leel analysis report wizard consists of three forms where you can define parameters for the report. You can limit the report as follows: Only specified products Only products with entitlement settings Only products without entitlement settings Only products supplied by a selected endor Only products installed on a specified operating system Only products installed on nodes that are monitored by specified agents Only products that hae more than or less than a specified leel of usage You can sort the report in product order or in descending order of usage leel. To produce a leel analysis report, complete the following steps: 1. In the portfolio on the left side of the administration serer Web page, click Software Usage then when the Software Usage task group opens to show a list of tasks, click Leel Analysis. The first form of the leel analysis wizard appears. This form allows you to limit the products and agents that can be selected for inclusion in the report on the second form. Chapter 6. Reporting software usage information 71

84 Software usage leel report 2. Complete this form as follows: SW Vendor Select All to allow selection of products from all endors or select one or more endors and limit selection of products to products supplied by those endors. Platform Select All to allow selection of products installed on all platforms or select one or more platforms and limit selection to products installed on those platform. Product Name To limit the products aailable for selection using product name matching, type a part of a product name preceded, followed, or enclosed by wildcard characters (%). All products that hae names that match are included in the selection list on the next form. Leae the field blank if you do not want to use product name matching. Include Select one of the radio buttons to determine whether the report includes only products with entitlement settings, all products, or only products without entitlement settings. Diision Select All to allow selection of agents from all diisions or select one or more diisions to limit selection to agents assigned to those diisions. Agent Name To limit the agents aailable for selection using agent name matching, type a part of a agent name preceded, followed, or enclosed by wildcard characters (%). Agents with names that match are aailable for selection on the next form. Leae the field blank if you do not want to use agent name matching. 72 IBM Tioli License Manager: License Administrator s Guide

85 Software usage leel report 3. Click Next to moe to the next form. 4. Complete this form as follows: Product Accept the default, All, to include all products that match the criteria you specified in the first form or select a product to limit the report to instances of a single product. Agent Accept the default, All, to include products installed on all agents that match the criteria you specified in the first form or select agent to limit the report to products installed on that agent. End Date Define the date for the end of the reporting period. Information about leels of software usage up to and including the date and time entered will be included in the report. End Time Define the time for the end of the reporting period. Time Zone Select a time zone from the drop-down list. Ensure that the time zone you select does not put the specified date and time in the future. Chapter 6. Reporting software usage information 73

86 Software usage leel report Time Range From the drop-down list, select the time period oer which the software usage leels are to be reported. The time range is considered as a period up to the date and time specified. 5. Click Next to moe to the next form. 6. Define a usage threshold for inclusion in the report, as follows: a. From the first drop-down list, select the type of usage leel: high water mark or aerage usage. b. Set the threshold for reporting by selecting greater than or lower than from the second drop-down list and typing a alue in the text box. For example, you can set a threshold to include all products with a usage leel greater than 10. Note: The usage leels reported are only those for the selected agents. Products are only selected for the report if they had usage leels on the selected agents that meet the threshold criteria. c. Select the Capacity type of licenses to be included in the usage figures. The capacity type determines the units that are used to determine the threshold usage leel. Note: Products with no license pools are considered as using the default capacity type Users. 7. Under the Sort by banner, select one of the radio buttons to determine whether the report is produced in product order or in descending order of usage leel. 8. Click Next to produce the report Figure 9 on page 75 shows a leel analysis report showing the high water mark leels for the selected products, sorted by product name. 74 IBM Tioli License Manager: License Administrator s Guide

87 Software usage leel report Figure 9. The Leel Analysis report You can choose to export the report in an XML format. To do this, select Page or Document from the Export drop-down list and click OK. See Exporting reports on page 82 for more details. If the report extends to more than one page, you can use the paging controls at the bottom of the current page to display further pages of the report as follows. Click a number to display a specific page of the report and click Go. Click the left and right arrows to moe to the preious or next page of the report. Producing a realtime software usage report The software usage report, which is aailable from the Web interface on runtime serers, proides current information about the software usage on monitored nodes. The report includes detailed information about the products and their current leel of usage, the license pools that are aailable, and the sessions that are actie. Requesting the report The software usage report wizard consists of two forms where you can define parameters for the report. You can limit the report as follows: Only specified products Only products supplied by a selected endor Only products installed on a specified operating system Only products installed on nodes that are monitored by specified agents Chapter 6. Reporting software usage information 75

88 Realtime software usage report To produce a realtime software usage report complete the following steps: 1. In the portfolio on the left side of the runtime serer Web page, click Software Usage. The first form of the software usage wizard appears. 2. Complete this form as follows: SW Vendor Select All to allow selection of products from all endors or select one or more endors and limit selection of products to products supplied by those endors. Platform Select All to allow selection of products installed on all platforms or select one or more platforms and limit selection to products installed on those platform. Product Name To limit the products aailable for selection using product name matching, type a part of a product name preceded, followed, or enclosed by wildcard characters (%). All products that hae names that match are included in the selection list on the next form. Leae the field blank if you do not want to use product name matching. Diision Select All to allow selection of agents from all diisions or select one or more diisions to limit selection to agents assigned to those diisions. Agent Name To limit the agents aailable for selection using agent name matching, type a part of an agent name preceded, followed, or enclosed by wildcard characters (%). Agents with names that match are aailable for selection on the next form. Leae the field blank if you do not want to use agent name matching. 76 IBM Tioli License Manager: License Administrator s Guide

89 Realtime software usage report 3. Click Next to moe to the next form. 4. Complete this form as follows: Product Accept the default, All, to include all products that match the criteria you specified in the first form or select on or more products to be included in the report. Agent Accept the default, All, to include products installed on all agents that match the criteria you specified in the first form or select one or more agents to limit the report to products installed on those agents. Note: If the list of agents is empty, this means that the runtime serer has no agents that are currently running any monitored software products. 5. Click Next to produce the report Naigating the report The report has the following sections: A list of products installed on the selected nodes, showing the leel of usage of each product. The list of products includes all products that fit the selection criteria, which are in use when the report is requested or which hae procured licenses. Products that use the default license settings are only included if they are in use when the report is requested. Product details for each product. Details of license pools aailable for each product. A list of current sessions for each product that is in use. Figure 10 on page 78 shows the product list section of the software usage report. Chapter 6. Reporting software usage information 77

90 Realtime software usage report Figure 10. Product list in the realtime software usage report This is the first section that appears when the report is produced. It shows a list of the products that fit the selection criteria you entered. If the list extends to more than one page, click the back and forward arrows or type a page number and click Go. The list of product shows software usage information for products that are installed on the selected agents. At the top of the list, you can change the Capacity Type for which information is displayed, by selecting from a drop-down list. If entries in the list do not hae full details, this is because they hae a different capacity type to the one currently selected. In addition to the product name and ersion, each entry includes the following information about the current status of products: Procured The olume of licenses procured. How this is expressed depends on the capacity type. For example, if the capacity type is Users, this will be the number of licenses aailable. In Use The olume of licenses in use on the agents included in the report. Total in Use The olume of licenses in use on all agents for this runtime serer. Total HWM The maximum olume of licenses that hae been concurrently in use since the high water mark was last reset. 78 IBM Tioli License Manager: License Administrator s Guide

91 Realtime software usage report You can reset this alue using the buttons below the list. To reset the alue for a single product, select the check box in the Select column and click Reset the selected HWMs. To reset the alues for all products in the list, click Reset All the HWMs. HWM Reset Date (GMT) The date and time at which the high water mark was last reset. Each row of the product list includes links that allow you to jump to another section of the report, as follows: Click a Product to jump to details of that product. See Figure 11. Click a Procured alue to jump to details of license pools for the product. See Figure 12 on page 80. Click an In Use alue to jump to details of the sessions that are currently open for the product. See Figure 13 on page 81. Figure 11 shows the details of a selected product. The details comprise the name of the operating system under which the product runs, the name of the software endor, whether or not the product must wait for a response from the runtime serer before opening, and whether or not the product can run if there is no connection to the serer. Figure 11. Product details in the realtime software usage report You can naigate to other parts of the report as follows: Click the arrow icon to return to the top of the report. Click List of Licenses to jump to details of the license pools in use for this product. See Figure 12 on page 80. Figure 12 on page 80 shows the details of the license pools for a selected product. Chapter 6. Reporting software usage information 79

92 Realtime software usage report Figure 12. License pools in the realtime software usage report For each license pool that the selected product can use, the following information is displayed: License Identifies the license whose terms are summarized here. Products that are not subject to a license can be monitored by assigning them a default set of conditions. Quantity The size of the license pool. For license agreements based on the User capacity type, this is the number of licenses aailable. Threshold The leel of license usage at which an administrator is to be alerted about possible shortage of licenses. Hard Stop Possible alues are Yes and No. Yes indicates that when all the licenses in the pool hae been allocated, the next request to open a session is refused. No indicates that the number of aailable licenses can be exceeded, though a warning will be issued. Multi-instance Possible alues are Disabled, Same User, Same Group, orsame Node. If multi-instance is enabled, a single license can be used for multiple sessions of the product for the same user, for the same user group, or for the same node. Otherwise, each session must be allocated a license. Total HWM The maximum olume of licenses that hae been concurrently in use since the high water mark was last reset. In Use The olume of licenses, from this pool, in use on all agents for this runtime serer. Capacity Type This indicates how to calculate the olume of licenses required when a product is started. The most common capacity type, Users, allocates one license each time a product starts. Start Date The date from which the license pool can be used. 80 IBM Tioli License Manager: License Administrator s Guide

93 Realtime software usage report Expiration Date If set, the license pool cannot be used after this date. You can naigate to other parts of the report as follows: Click the arrow icon to return to the top of the report. Click List of products to jump to the current page of the list of products. See Figure 10 on page 78. Click Product Name to jump to the product details section of the report. See Figure 11 on page 79. Figure 13 shows the details of the sessions open for a selected product, reached by clicking an In Use alue on the current page of the list of products. Figure 13. Open sessions in the realtime software usage report All open sessions are listed. If the session are using license pools with different capacity types, the In Use figure is only shown for sessions using the capacity type that is currently selected. You can select another capacity type from the drop-down list. For each session, the following information is displayed: Host name Identifies the node on which the session is open. Tag The machine tag of the node on which the session is open. Chapter 6. Reporting software usage information 81

94 Realtime software usage report Exporting reports User Name The ID of the user who opened the session. Group Name The name of the user group to which the user is assigned. In Use The number of licenses in use. Grant Date The date and time at which the license was allocated. You can naigate to other parts of the report as follows: Click the arrow icon to return to the top of the report. Click List of products to jump to the current page of the list of products. See Figure 10 on page 78. Click Product Name to jump to the product details section of the report. See Figure 11 on page 79. Click Licenses to jump to the license pool section of the report. See Figure 12 on page 80. The option to export information to an XML format is aailable for the following reports on the administration serer: Software Usage Historical Snapshot Software Usage Trend Analysis Software Usage Leel Analysis (single chart only) If you want to store a report, you can sae it in XML format using the OK button underneath the main report table or chart. There are two options for exporting: Document Select this option to export the entire report. The document option is not aailable for reports that only hae one page. Page Select this option to export the page that is currently displayed. When you click OK, the XML Export page appears. Right-click the link to the file to open the context menu and sae the file. 82 IBM Tioli License Manager: License Administrator s Guide

95 Chapter 7. Managing and reporting inentory information Scheduling inentory scans One of the functions of the agent is to make regular inentories of the products installed on the node it is monitoring. The information collected in the inentory scan is passed to the runtime serer, where the runtime serer identifies those products which hae entries in the master catalog. Only products with entries in the master catalog are passed to the administration serer and stored in the administration serer database. This chapter proides instructions related to the inentory of monitored nodes as follows: Specifying the time interal between inentory scans of monitored nodes. Scheduling inentory scans. A software inentory report, which details the products that hae been discoered on monitored nodes by agent inentory scans. You can produce the report in product or agent order. See Producing a software inentory report on page 85. You perform these tasks using a browser to access the administration serer interface. See Chapter 2, Getting started on the Web interfaces, on page 7 for instructions on logging on. You are prompted to select the customer you want to work with when you log on to the administration serer. To change the customer during a session, click the Home icon on the toolbar and select a different customer from the list that appears. You use this function to schedule the frequency with which inentory data is collected from monitored nodes within a specified diision. Consider the following when you decide on the timing of an inentory scan: It is adisable to create the schedule for scanning well in adance of the time specified for scanning. This will reduce the possibility that the schedule details will not reach all agents within the diision. It is adisable to schedule the scans of different diisions at different times, as this will spread the network instead of concentrating it around one scan time. Before the information is aailable for reporting, it must be transferred to the runtime serer and then to the administration serer. Time delays operate for uploads between the components. These are defined in the system.properties files for each serer. See the IBM Tioli License Manager: System Administrator s Guide for details of the configuration file. Copyright IBM Corp. 2001,

96 Scheduling scans To schedule inentory updates, complete the following steps: 1. In the portfolio, click Software Inentory. When the Software Inentory task group opens to show a list of tasks, click Scheduling. 2. Select a diision from the drop-down list and click Next. 3. Complete the requested information, as follows: Date Specify the date on which the first inentory scan is to be made using these parameters. Time Specify the time at which the first inentory scan is to be made using these parameters. Note: The time refers to the time in the time zone where the agent is located. Scan frequency Define the regularity of the inentory schedule. If these parameters are to be used for a single inentory scan, select Once. If the parameters are to be used for a regular schedule of inentory scans, select Repeat Each, type a number in the text box, and then select a time 84 IBM Tioli License Manager: License Administrator s Guide

97 Scheduling scans period from the drop-down list. For example, to perform an inentory scan eery two weeks, type 2 in the text box and select Weeks from the list. 4. Click Finish. Producing a software inentory report The software inentory report proides you with information about products that are installed on nodes monitored by Tioli License Manager. The details included in the report are compiled by making regular scans of the monitored nodes. You can define the frequency of inentory scans, see Scheduling inentory scans on page 83. Requesting the inentory report The software inentory report wizard consists of two forms where you can define parameters for the report. You can limit the report as follows: Only specified products Only products supplied by selected endors Only products installed on specified operating systems Only products installed on nodes that are monitored by specified agents You can produce the report in either product or agent order and must specify the date and time for which inentory information is to be reported. To produce a software inentory report complete the following steps: 1. In the portfolio, click Software Inentory. When the Software Inentory task group opens to show a list of tasks, click Report. The first form of the software inentory wizard appears. Chapter 7. Managing and reporting inentory information 85

98 Producing an inentory report 2. Complete this form as follows: SW Vendor Select All to allow selection of products from all endors or select one or more endors and limit selection of products to products supplied by those endors. Platform Select All to allow selection of products installed on all platforms or select one or more platforms and limit selection to products installed on those platform. Product Name To limit the products aailable for selection using product name matching, type a part of a product name preceded, followed, or enclosed by wildcard characters (%). All products that hae names that match are included in the selection list on the next form. Leae the field blank if you do not want to use product name matching. Diision Select All to allow selection of agents from all diisions or select one or more diisions to limit selection to agents assigned to those diisions. Agent Name To limit the agents aailable for selection using agent name matching, type a part of an agent name preceded, followed, or enclosed by wildcard characters (%). Agents with names that match are aailable for selection on the next form. Leae the field blank if you do not want to use agent name matching. 86 IBM Tioli License Manager: License Administrator s Guide

99 Producing an inentory report 3. Click Next to moe to the next form. 4. Complete this form as follows: Product Accept the default, All, to include all products that match the criteria you specified in the first form or select one or more products. Agent Accept the default, All, to include products installed on all agents that match the criteria you specified in the first form or select agent to limit the report to products installed on that agent. Order by Click the Product radio button to produce the report in product order. Click the Agent radio button to produce the report in agent order. Date Define the effectie date of the report. Inentory information as at the date and time entered will be included in the report. Time Define the effectie time of the report. Time Zone Select a time zone from the drop-down list. Ensure that the time zone you select does not put the specified date and time in the future. Chapter 7. Managing and reporting inentory information 87

100 Producing an inentory report 5. Click Next to produce the report The software inentory report Figure 14 shows a software inentory report, produced in product order. The details of each cataloged product are followed by a list of the agents on which the product was installed at the moment of the most recent inentory scan prior to the selected date and time. Figure 14. Software inentory report You can choose to export the report in an XML format. To do this, select Page or Document from the Export drop-down list and click Export. See Exporting reports on page 89 for more details. If the report extends to more than one page, you can use the paging controls at the bottom of the current page to display further pages of the report as follows. 88 IBM Tioli License Manager: License Administrator s Guide

101 The inentory report Click a number to display a specific page of the report. Click Preious to moe to the page before the page that is currently displayed. Click Next to moe to the page after the page that is currently displayed. Note: If the report does not include products that you know are installed on monitored nodes, take account of the following: There is a time delay between the inentory scan and the aailability of the new inentory information on the administration serer. For details of parameters that affect the time delay, see the description of the system.properties configuration file in the IBM Tioli License Manager: System Administrator s Guide. The inentory report only includes products that hae entries in the master catalog. Exporting reports If you want to store a report, you can sae it in XML format using the Export button at the top of the report. There are two options for exporting: Document Select this option to export the entire report. Page Select this option to export the page that is currently displayed. When you click Export, the XML Export page appears. Right-click the link to the file to open the context menu and sae the file. Chapter 7. Managing and reporting inentory information 89

102 90 IBM Tioli License Manager: License Administrator s Guide

103 Chapter 8. Managing product information This chapter proides you with information about the use and management of software product information in Tioli License Manager, as follows: How the catalog of product information is used to enable monitoring of software products. See Catalogs and unknown file information How to add new products and change information in the master catalog. See Using the catalog manager to update the master catalog on page 92 Catalogs and unknown file information The Tioli License Manager master catalog contains details of all products that can be monitored by Tioli License Manager. Master catalog The master catalog is a central repository of product information. It is installed on the administration serer. A copy is downloaded to each runtime serer and is periodically refreshed to include new information. The master catalog contains information about all the software components and related files for the products that are to be monitored. An initial master catalog is proided when Tioli License Manager is installed. The Tioli License Manager catalog manager component allows you to add new information to the master catalog. There are two sources of new information: the unknown file table, which contains entries for all applications that were detected by agents, but that were not already in the master catalog, and new ersions of the IBM catalog, which you can merge with the master catalog. Each ersion of the IBM catalog is based on a Tioli signatures file. Runtime catalog A runtime catalog is created automatically on each runtime serer. It is a subset of the master catalog which contains information about only those products that are installed on the nodes that are managed by the runtime serer. A copy of the runtime catalog is downloaded to each node where the agent is installed. These copies are periodically refreshed to include new information added to the runtime catalog on the runtime serer. New entries are added to the runtime catalog when the runtime serer receies license entitlement information from the administration serer and when the unknown file table identifies an application, which has been discoered on a monitored node, that is in the master catalog but not in the runtime catalog. Unknown file table and unknown file lists The unknown file table and unknown file lists proide a way of identifying software that is not included in the runtime catalog and which may not be in the master catalog. The agent, running on a node, identifies any applications that are not included in the runtime catalog and adds them to the unknown file list. The lists compiled by all the agents are communicated to the runtime serer where they are merged to form the unknown file table. The information in the table is used to identify entries in the master catalog which should be added to the runtime catalog. Unknown file tables from the runtime serers are periodically Copyright IBM Corp. 2001,

104 Catalogs and unknown files uploaded to the administration serer, where they are merged to form a single unknown file table. You can add the unknown files to the master catalog using the catalog manager. Using the catalog manager to update the master catalog The catalog manager is a standalone tool that you can use to expand and make changes to the master catalog. To use it, you must extract the catalog and unknown file table from the administration serer database. You can then perform a number of tasks, the most frequent of which is adding the unknown files, discoered by the agents, to the master catalog. When you hae finished making changes, you must reimport the catalog to the administration serer database. To use the catalog manager, perform the following steps: 1. Open the Tioli License Manager command line interface (CLI). On Windows Click Start > IBM Software License Manager > Admin CLI. On AIX a. Open a shell window and change to the directory: <INSTALL_DIR>/admin/cli b. Enter the command:../tlmcli 2. At the command line, type: expcat A script runs to extract the master catalog and unknown file table to the file catalog.dat in the <INSTALL_DIR>/admin/cli folder. 3. Launch the catalog manager. On Windows Click Start>Programs>Tioli License Manager>Catalog Manager. On AIX a. Open a shell window and change to the directory: <INSTALL_DIR>/catmgr b. Enter the command:../catman 92 IBM Tioli License Manager: License Administrator s Guide

105 Updating the master catalog 4. Naigate to the folder where the expcat script stored the catalog files, select catalog.dat, and click Open. Catalog manager loads the file and displays the following screen. The screen shows the contents of the catalog in terms of total numbers of products, modules and endors. 5. Click OK, and the catalog manager function selection screen is displayed. Chapter 8. Managing product information 93

106 Updating the master catalog 6. Choose the program functions to make the changes you require and follow the instructions in the following sections: Adding unknown files to the master catalog. Modifying entries in the master catalog on page 98. Importing the IBM catalog on page When you hae completed your changes, click Sae to File, and sae the catalog so that it oerwrites the extracted catalog.dat file in the <INSTALL_DIR>\admin\cli folder. Note: You can change the file under a different name. Howeer, before reimporting the catalog to the Tioli License Manager administration serer database you must rename it, as the impcat command requires a file named catalog.dat. 8. Go to the Tioli License Manager Administration command line interface and enter, impcat to import the updated catalog to the administration serer database. Adding unknown files to the master catalog Using this function, you can iew the entries in the unknown files table that you extracted and determine whether to associate each with an existing catalog entry or to create a new entry. To process the entries in the unknown files table, complete the following steps: 1. In the initial window of the catalog manager, click Unknown Files Manager. 2. Search for the entry in the unknown files list that you want to process, as follows: a. Select a radio button to search by file name or description. b. From the drop-down list, select the platform for which you want to find files. c. You can limit the search to entries where the name or description includes a specific string by typing the string in the text box. d. Click Search. The results of the search are listed in the upper part of the window. 94 IBM Tioli License Manager: License Administrator s Guide

107 Adding unknown files 3. Select an entry from the list of results. The details of the file you selected are displayed in the lower part of the window. 4. Click Associate. Note: You must attempt to associate the file with an existing entry in the master catalog before you create a new entry. When the entry is first selected, the New button is not aailable. The catalog manager compiles a list of products, currently in the master catalog, that are possible matches for the unknown file you are trying to associate. It compiles the list by identifying all products for which the description contains any of the same words as the description of the unknown Chapter 8. Managing product information 95

108 Adding unknown files file. 5. Check the list to see if the product that the unknown file belongs to is there. If it is, select it and click OK. If the product is not in the list, you can change the search criteria and search again. To do this, edit the Search field and click Search. If you do not find the product that the unknown file belongs to, click Cancel. When you click OK or Cancel, you return to the preious window. 6. If you selected a product, click OK to associate the file with the product entry in the master catalog. The entry is remoed from the unknown file table. You can now select another entry. 96 IBM Tioli License Manager: License Administrator s Guide

109 Adding unknown files If you did not find the product that the unknown file belongs to, click New to define a new entry for the master catalog. 7. Supply the information that is missing and edit any fields that need to be changed. Name and Version are required fields. 8. Click Create to return to the preious window. 9. Click OK to add the new entry to the master catalog and remoe the entry from the unknown file table. 10. Select another entry or click Close to exit the Unknown Files Manager. Importing the IBM catalog You use this function to incorporate the changes in a new ersion of the IBM catalog into the master catalog. To merge the IBM catalog with the master catalog, complete the following steps: 1. In the initial window of the catalog manager, click Import IBM Catalog. 2. Naigate to the folder where you stored the new ersion of the IBM catalog. Chapter 8. Managing product information 97

110 Importing the IBM catalog 3. Select the IBM catalog file and click Open. 4. A message appears to tell you that the import takes seeral minutes. Click OK to continue. The import is completed silently, with no user interaction. When the process is complete the following message appears to summarize the changes that hae been made to the master catalog export file. 5. Click OK. Modifying entries in the master catalog You can use the catalog manager function to make changes to existing entries in the master catalog. The most likely uses for this function are to change incorrect information or add details that were not aailable when the entry was created, for example, the product endor. 98 IBM Tioli License Manager: License Administrator s Guide

111 Modifying entries You can make changes to the list of files associated with the product. Howeer, as the catalog has already been used to monitor software products and to collect usage information, adding or remoing files can result in inconsistencies in monitoring. Therefore, use the function with caution. To make changes to entries in the master catalog, complete the following steps: 1. In the initial window of the catalog manager, click Catalog Manager. 2. From the scrollable list, select a product for which you want to change the catalog entry and click Edit. The fields below the list can help you to find the product you want to edit. You can use the Fast search to moe directly to products that match the characters you specify. You can select a Vendor or Platform to limit the list to the products that match your selection. Chapter 8. Managing product information 99

112 Modifying entries By default, the list does not include disabled products. Disabled products are products that are not included in the IBM catalog that do not hae any linked executable files. They are not included in any Tioli License Manager reports. If you want to see disabled products, you must select the Show disabled products check box. You can re-enable a product by linking an aailable executable file to it. 3. Change or complete the information in the editable fields. For products that hae been added to the catalog from the IBM Catalog, no fields on this screen are directly editable; all you are allowed to do is to change the linked files, as described below. For all other products, the Name and Version fields are required. 4. If you need to make changes to the linked files, click Add/Remoe. The Linked Modules Manager window appears, showing a list of files currently linked to the product in the Linked Executables list and a list of files that are not linked to any product in the Linkable Executables list. Note: A warning is displayed reminding you that changing the files that are linked to an application may cause discrepancies in monitoring the software usage. 100 IBM Tioli License Manager: License Administrator s Guide