Introduction
Copyright and Intellectual Property Notice
Overview
Multi-tenancy
Customer Logos
Single login
Security
Access control
Multi-level access
Timed operations
Logging
Database Driven
Server Time Zones
General Functions
The Dashboard
Manage Gauges
Manage Charts
Manage Interactive Reports
Interactive Reports
Creating and Using User-Managed Links
Release Notes
Managing Users
Adding a new user
Template user
User Roles
GDPR - right to be forgotten
Managing Records
Direct Edit
Limitations
Resolving Duplicates
Column for Checking
Duplicate Groups
Viewing Participating Records
Actions
Resolving
Setting Filters
Expanding the Filter
Releasing the Filter
Filter Persistence
Special Characters
Mass Updates
Performing the Mass Update
Updating a Filter Field
Checked entries
Restoring from the Change Log
Settings
Limitation - Commas in Methods
Updating the Count and Restoring
Restoration Job Number
Results after Restoration
Undoing a Restoration
No Changes in Log
Direct Export
Create New Records on the Fly
Modifying Rows To Display
Clone a Record
Performing a Record Clone
Record Deletion
Counters
Settings
Adjustments
Snapshots
Pre-defined Calculation Strategies
Behavior when editing Group Counters
Linking a Counter to a Secure File Transfer Job
Triggers
Settings
Trigger Types
Conditions
Operands
Grouping operands together
And/Or choices
Automatic Logout
Attachments
Import / Export
Import/Export Modes of Operation
Import
Import versus Merge
Setting up an Import Job
Import Settings
Defining Field Crossings
Additional Tag Parameters
Finishing the Wizard
CSV Specifications
XML Specifications
Transform on Import
Normalization Libraries
Business Rules
Determining Record Uniqueness
Integrity Testing
Emailing Files for Import
Using the Secure File Transfer Agent
Secure File Transfer
How to setup a SFT Job
Settings
Direct Database Transfers
Setting up a database connection
Windows Authentication
Restrictions
Using a Pre-defined Connector
Defining a query
Using the date parameter to send delta files
SQL Restrictions
Timeout
Where are credentials stored?
Running Scripts
Setting up the script
Filename Parameter
Example script
Caution - Direct DB Access and Scripts
Permissions
Client Operation
Installation on Servers
SFT Monitor Service
AVOID Multiple Instances
Transfer Results
Export
Setting up an Export Job
Export Settings
Standard CSV Field Definition
Fixed Length Field Definition
Finishing the Wizard
Schemas
Managing Drop downs
Contacts (People)
Groups
General Data Protection Regulation (GDPR) Right to be Forgotten
Reporting
Report Types
Chart Styles
Access
Scoping
Sorting
Groups
Settings
Group Access
Favorites
Dashboard
Labels
Options
Barcode too long to print
Barcode Format
Designer
Designer Step 1 - Report Information
Designer Step 2 - SQL
Designer Step 3 - Scoping
Designer Step 4 - Sorting
Designer Step 5 - Corresponding Export Job
Designer Step 6 - Export Fields
Interactive Reports
SSRS Character Restrictions
Standard Interactive Reports
Settings/Admin
Logging
Change Logging
Event Logging
Job Logging
Error Logging
Trimming
Queued Operations
Status
Timed Operations
How the timer works
Global Settings
Triggering Work Flow
Record Locking
Geo-Location
Auto-increment
Masks
Performing Local Backup
Settings
Ad-hoc Reporting / Queries
Considerations
How Data is Transferred
Tables that are not fully synchronized
Differences in SQL Backup
Configuring the MIE (Programmer's Guide)
General Tags
Merging HTML
Merge Tags
Input Types
Modifying Input Screens - Fields
Modifying Input Screens - Columns
Modifying Menu Options
Wizards
Wizard Settings
Tags
Steps
Step Settings
Steps before/after
Screen HTML
Threads
Option Help
Alternate Language Support
Language Tokens
Tokenizer
Tokenizer Steps
Ignored Areas
Token
Run Time Substitution
Portal Design
Software Request Portal Design (Programmer's Guide)
Wizard Navigation
Merging HTML
Conditionally Hide/Show Content
Ajax Call-backs
Call-back syntax
Template Construction
STEPSTOTAL
STYLE
VALIDATE
PAGEHEADER<n>
STEP<n>-AREA<m>
Conditional Display Directives
Placeholder tags
Pre-defined variables
Special Merge Input Tags
STEP<n>-LOOKUP<m>
Special Cases
ORDERAREA<n>
Pre-defined variables
Request Portal Design (Programmer's Guide)
Wizard Navigation
Merging HTML
Conditionally Hide/Show Content
Ajax Call-backs
Call-back syntax
Template Construction
STEPSTOTAL
MAXORDERENTRIES
MAXSTEPMOVERIGHTNOORDER
STYLE
VALIDATE
PAGEHEADER<n>
STEP<n>-AREA<m>
Conditional Display Directives
Placeholder tags
Pre-defined variables
Special Merge Input Tags
STEP<n>-LOOKUP<m>
Special Cases
ORDERAREA<n>
Pre-defined variables
QAAREA<n>
Pre-defined variables_2
Attachments for Workflow
Calling Web Services
MIE Web Services URLs
Add MIE Web Service reference to your project
MIEWebServices Support Module
Example code
Calling Sequence
Generic Calling Sequence
Manage MSL Calling Sequence
AAWeb Web Service
Web Methods
AnalyzeAuthorization
ManageMSL
Archiving Customer Data (ESI Only)
Setting a Customer for Archive
Enabling the MIE to Perform Archives
Settings in dataWebServices
How Archiving Works
Important Notes
Master Environment Mapping
Modules
Asset Management
Master Catalog
Normalizing Products
Step 1 - View by Product or Model
Step 2 - Selecting Products or Models
Step 3 - Selecting Manufacturers
Step 4 - Select Records for Normalization
Step 5 - Adjust the Update Fields
Step 6 - Normalize
Normalization - What is Done?
Processors and Cores
Software License Management
Terms
Solution Schematic
Managed Software List (MSL)
Settings
Software License Metrics
Business Unit Overrides
Training for Recognition
Aliases
Ignored Aliases
Adding Assignments
Hiding aliases
Removing aliases
Wiki Community
Shared Data
Wiki Community Settings
Logging
Linking to Master MSL
Suites
Nested Suites
Licenses
Entering Licenses
S/W Licenses Screen
Upgrades
Settings for Consolidate
License Equivalents
License Key Management
Unlimited Licenses
Removing unlimited license flag
Upgrades
Settings
How Upgrades are handled by Consolidate
Managing Licenses
Bulk Authorizations
Software Request Portal
Upgrading in Lots
How many upgrade licenses to purchase
Additional Entitlements
Types
Merging Entitlement Definitions from the Wiki Master
Settings
Setting up Anniversary Date-based Entitlements
Determinining Start Date
Charging for Entitlements through the Software Request Portal
Using Percentages
Determining Periods to Charge
Special Charging Schemes
Deployed Entitlements
Enterprise (Included) Entitlements
Optional Entitlements
Requesting New Entitlements
Exercising Existing Entitlements
Owned Entitlements
Entering Owned Entitlements
Establishing Owned Entitlements through the ASN Processor
Returns
Tying To MSL and Entitlement Definition
Allocating Entitlements to Licenses
De-allocation Due to Date Changes
Automatically Migrate Licenses
Criteria for Migration
Ajusted Start/End Date
License Purchase Date
Determining Highest Qualifying Version
Eligible licenses
How Often Migration Eligibility is Checked
Choosing Qualifying Licenses to Migrate
Audit Trail
Returns (Reversing Migration)
Reducing Owned Position
Removing Coverage
ESI Technical Documentation
Tables used for tracking
Software License Allocation
Allocation Constraints
Allocation Strategy
Allocation Constraint Templates
Settings
Geographically Constrained Licenses
Automatic Detection of Geographical Change
Triggers
Allocation Optimization
OS Allocation from Assets table
Application Owners
Settings
Excel Template
Authorizing Software
Authorization Methods
Authorization Adjustments
Settings
Order of Precedence
Authorized Software Table
Entitlement Units Required (EUR)
EUR Override
Adjustments to EUR
Authorization Transaction Table
Status-based Authorization
Configuration Item-based Authorization
Bulk Authorization
Transferring Authorizations
Reassigning Authorizations
Ignored Logins
Rogue Authorization
Software Request Portal
Portal Generations
Settings
Approvals
Electronic Software Distribution
Status Values
Re-requesting software
Requesting Optional Entitlements
Exercising Entitlements
Requesting Upgrades
Automated Software Distribution
Settings
Clearing Stuck Packages
Authorization Analyzer (Complex license types)
How it works
Inputs Required
AA Inputs For Microsoft SQL Server
AA Inputs For Oracle by Processor
AA Inputs For IBM PVU
AA Outputs
AA Rule
Linking to an ESI Master Rule
AA Rule Definition (RD)
AA-specific tags
MSL Count Logic Table
AA Functions
Func01_IsAssetVirtual
Func02_cfNoLookup
Func03_NumLogicalProcessors
Func04_NumProcessors
Func05_HyperThreadingOn
Func06_NumCoresPerProcessor
Func07_NumThreadsPerProcessor
Func08_AllProcessorsAuthorized
Func09_CheckBundleParents
Func10_ReturnDefaultValueInt
Func11_ReturnProduct
Func12_ReturnQuotient
Func13_ReturnSum
Func14_ReturnDifference
Func15_ResolveTag
Func16_DeclareConstant
Func17_Physical_OSE_Authorized
Func18_ReturnResultsFromRule
Func19_ReturnCounterValue
Func20_OSE_Authorized
Func21_ReturnLesser
Func22_CheckCondition
Func23_CheckUpboundEquivalents
Func24_CheckEnvironment
Func25_UserAuthorized
Func26_RaiseError
Func27_NumInstances
Func28_RaiseWarning
Func29_MathematicalComparison
Func30_NumOSEs
Func31_AllCoresAuthorized
Func32_SAforTitle
Func33_SaveVariable
Func34_ReadVariable
Func35_CheckOSEsXProcessors
Func36_CheckInstances
Func37_CheckOSEs
Func38_CheckOSEsXCores
Func39_RetainExistingLUR
Func40_LookUpLicenseMetric
Func41_DoesActiveAuthExist
Func42_PerformComparison
Func43_ReturnCPHistoryValue
Func44_AdjustLURtoPhysical
Func45_ChangeAuthMSL
Func46_FireWorkflow
Func47_GetClusterInfo
Func48_AdjustLURtoUser
Func49_ApplyMathOperator
Func50_CreateAuthorization
Func51_CallAnotherRule
Func52-ReturnLicenseInfo
Func53-AdjustLURtoPhysicalAdv
Func54_HarvestAuthorization
Func55_HighestOrderMSLno
Func56_AdvancedReasonCode
Func57_AggregateRoundUp
Func58_Manual Adjustment of Confidence Level
Func59_ReadSingleArtifact
Func60_CreateUpdateArtifact
Func61_DateComparison
Harvesting Software
Harvested Software Table
Authorized versus Allocated
Auto-Harvesting
Bulk Harvesting
Status Values
Harvesting due to Alias Removal
Harvesting Authorizations from Non-MSL titles
Status-based Harvesting
Harvesting Equivalents
Automated removal
Transferring Authorizations
Reclaiming
Timing - Unwanted Reclamation
Credits and Debits
Settings
When to Credit
Adjustments
Status Codes
Setting up the job
Creating the export
Charging for previous installations
Organizational Information
Exceptions to Credits
Checking for Charged
Usage Monitoring
Settings
Determining if Utilization Criteria are met
Setting up to Monitor Suite Usage
Process
Catch Points
Settings
Transfer MSL Authorizations
Date of last scan
How User Authorizations are Transferred
History
Retention Periods
Security Profiles
Settings
Error Logging
Audit
Data Integrity Testing
Settings
Asset Record Health
Settings
Technician Actions
Settings
External Feed for Audit
Audit Function
Audit Reports
Consolidation
Consolidation Settings
Handling Exceptions
Housekeeping
Housekeeping Settings
Disposals
Reconciliation
Disposal Consolidation Settings
Initial Data Load
Handling Disposal Exceptions
Disposal Data Entry
Disposal Item Data Entry
Client Operations - Workstation Data Assistant
Settings
Asset Geo-Location
Scheduler
Tasks
Settings
Notification
Run Once
Updating Versions
Self-Healing: Remediation
Settings
Modules
ESI Scanner
ESI Server Scanner
Task Parameters
Network Path Wildcard Parameter
Generated SQL Server Instance Name Format
Setting up ESI Server Scanner
Step 1 - Create an Install Task
Step 2 - Create a Run Task
Step 3 - Create a Unique Schedule
Step 4 (optional) - Set up Credentials
Troubleshooting
ESI Usage Monitor
Recognition
ESI Console
Integrating with Other Asset Management Systems
Accessing a View
Using Access
Tables in the View
C<nnnn>Assets
C<nnnn>AuthorizedSoftware
C<nnnn>HarvestedSoftware
Record States
Determining Compliance
Returns
Uniqueness
C<nnnn>IMACStagingQueue
C<nnnn>IMACSWStagingQueue
C<nnnn>ManagedSoftwareList
C<nnnn>DisposalsStage
Asset Custodian
Settings
Asset Warranties
Asset with Multiple Warranties
eTelligent Cloud Portal (eCP)
eCP - Vendor Specific DataPipes
eCP - Adobe UM
eCP - Cisco Warranty
eCP - MS Graph
eCP - Oracle LMS Feed
IT Budgets
Fiscal Year
Budget Settings
Line Item Settings
Budget Window Settings
Notification workflows
Automated Actual Roll-up
Unassigned asset records
DCLA (AA)
DCLA (AA) Parameters
DCLA (AA) Settings
Change Management
Voting
Comments
Workflow Automation
Workflows
Graphical Workflow Designer
Login Window
Main Window
Menu Items
Toolbar Buttons
Workflow Window
Start and End Nodes
Workflow Properties Window
Process Points
Process Point Properties Window
Creating Links
Modify Links
Delete Links
Manage Threads
Email Templates
Email Questions
Record Locking
Undo and Redo
Integrity Checking
Session Log
Process Points
Settings
Actions
Error Codes
Operators
Threads
Work Log
Variables
Authorization or Harvest event
Software Request
Data Entry Form
Software Delivery/Run-once Task
Timed Operations Triggered
Credits/Debits (submitted by Timed Operations)
Application Owners
License Key Management
Change in Geography - Constrained Licenses
Request for Counter Value
Catch Point "Watch" Fields
Catch Point Insert/Update Into Staging Table
Import
Low Software Usage - One Thread Per Record
Low Software Usage - One Thread Per Title
Request Portal
MSL Authorization/Harvest Event
Contract Notification
Budget or Forecast Notification
User Variables
Approvals Sent
Replies Received
Attachments
SQL Logs
History Log
Queue
How Email Approvals Work
Stripping Outlook's Automatically Inserted Tags
Expected answers to questions
Errors that may occur during processing
Approvals from multiple approvers
Accepting any approved response from a group
Action taken on approval/denial
Static Workflows
Thread Language
Data Entry Forms
Settings
Comment Mode
Approval Mode
Entering a link to the form via email
Email Templates
Settings
Questions
Settings
Inserting question placeholders
Decision Trees
Settings
Nodes
Settings
Tests
Invoking Workflow
Threads
Work Log
History Log
Subtrees
Loobacks
Interviews and Questionnaires
Audiences
Questions
Settings
Linking VAT questions
Questionnaires
Settings
Linking to a Project
Interviews
Starting/Stopping the Interview
Attachments
Paper Copies
Project Calendars
Milestones
Holidays
Request Catalog
Settings
Request Questionnaires
Request Questions
Settings
Answer types
Integrating Managed Software List (MSL) Items
Value Analysis
Remote Data Management