Software License Management Study Guide - ECP Media

1 International Business Software Managers Association Software License managementStudy GuIdeOVeRVIeWAt last, an introduction to the basics of Software asset Management (SAM) and Software License Management (SLM) for a wide-ranging audience! Based on our popular PCSLM course, this comprehensive Guide is written in uncomplicated English and allows you to cover the course material at your own of all sizes and industries around the world have a need to manage Software licenses proficiently. In fact, today the wide variety of individuals involved in IT service Management and even many non-IT staff would benefit from a solid foundation in effective Software License Management practices. WhAt yOu ll tAke AWAy Learn practical tips and best concepts to your work by completing the self-assessment illustrations, graphics and key terms in each chapter to understand how concepts relate and summarize main to take the Practitioner Certificate in Software License Management (PCSLM) exam as well as administer an SLM program at your this Guide you ll learn practical tips and best practices for Software License Management that can be applied to your organization right away.

2 We show many examples of SLM in practice to illustrate how, when successfully executed, SLM is a good business investment. The case studies also show how professionals who implement SLM best practices have thoroughly incorporated a culture of compliance in their workplace. The Guide s self-assessment exercises enable you to apply each chapter s concepts to your work environment. Illustrations and graphics show how concepts relate and summarize main points. There is also a handy list of key terms in the front of each chapter. You ll find that the practice exercises enable you to figure out the best way to handle everyday SLM situations. We also provide the answers! the Study Guide iS organized into Seven chapterS:1 Auditing and Compliance Basics 2 Licensing Overview3 Assessing Your SAM Proficiency4 Tools and Technology5 Making the Business Case6 External Audits7 Self-AuditsWhO ShOuld uSe thIS GuIdeIT service and Software Management pros at any size organization involved in the following areas: Software or hardware inventory (whether automated or manual) Purchasing Technical support Contract Management Legal Compliance or internal auditPlus, non-IT staff including business unit managers, project managers and administrative and support staff involved in acquiring, approving or distributing Software , should also understand the essential elements of Software License Management and would benefit from this Guide .

3 CeRtIfICAte exAMPractitioner Certificate in Software License Management exam (PCSlM) When you complete the Study Guide and exercises, you ll be prepared to take the PCSLM exam as well as administer an SLM program at your company. The multiple-choice exam can be completed it in about one hour. Your exam will be scored and, if you pass, you ll receive a certificate of And hOW t O ORdeRThe Study Guide is available in PDF format for $195. The exam fee is $150. Quantity discounts are offered. OrDer The Guide and exaM OnLI ne at or call IBSMa at International Business Software Managers Association Software License managementStudy GuIdefor more information visit 400 north First Street | ann arbor, Michigan 48103 | O | f COPYC ontents in detailSoftware License managementInternatIonal BusIness Software Managers assocIatIonstudy guIdeSAMPLE COPYSAMPLE COPYv Contentsintroduction.

4 1about this Guide .. 1who should use this Guide .. 2 How to use this Guide .. 2the main topics .. 2 How each chapter is organized .. 3other resources and help .. 31 auditing and Compliance Basics .. 5the basics .. 5 Key terms .. 6overview and objectives .. 6the starting point: Software License Management terms .. 7software compliance audits .. 8 Motivations for compliance audits .. 12testing your knowledge of compliance audits .. 14the self-audit .. 15getting audit-ready .. 16case Study : optimized License Management .. 19study questions, review and exercises .. 212 Software License agreements: terms, types and negotiation tips ..25the basics .. 25 Key terms .. 26overview and objectives ..26 Proof of License .. 27classifying licenses .. 28 Quick self-check of licenses .. 33nine negotiation considerations .. 34case Study : remixable License pools.

5 44study questions, review and exercises .. 45 SAMPLE COPYS oftware License Management Study guIdevi3 assessing Your Sam Proficiency .. 51the basics .. 51overview and objectives .. 52 Key terms .. 52embarking on a saM self-assessment .. 53the foundation: six saM process areas .. 54 Investigating your saM processes .. 56 Quiz: applying Iso/Iec 19770-1 .. 57starting a self-assessment .. 59case Study : conducting a self-assessment .. 62study questions, review and exercises .. 644 tools and technology .. 71the basics .. 71 Key terms .. 72overview and objectives .. 72criteria and constraints for tool selection .. 73exercise: Identify your criteria for tool selection .. 75 Point, combined and suite solutions .. 76factors in selecting tools .. 78 Mapping functions to standard process areas .. 81four performance priorities .. 83 Integration .. 84case Study : Planning for a technology overhaul.

6 85study questions, review and exercises .. 865 making the Business Case: roi .. 91the basics .. 91overview and objectives ..92 Key terms .. 92 Business case basics .. 92developing the roI-centric business case .. 95respond to objections ..104 Bringing it all together: sample business case ..105case Study 1: reporting return on investment ..107case Study 2: calculating roI & starting an slM program ..108study questions, review and exercises ..110 SAMPLE COPYC ontentsvii6 managing external audits .. 121the basics ..121overview and objectives ..122 Key terms ..122the auditors ..122overview of the audit process ..124compliance review ..125 How to handle an audit ..125exercise: determine your audit readiness ..128commanding compliance ..129Be honest, not defensive .. 129case Study : cashing in on compliance ..132study questions, review and exercises ..1367 Self-audits.

7 143the basics ..143standards and frameworks ..143overview and objectives ..144 Key terms ..144exercise: which would you use? ..149establishing the control environment ..150communicate and educate ..150self-audit execution ..151case Study : optimized Software License Management ..156study questions, review and exercises ..159index .. 171 SAMPLE COPYS oftware License Management Study guIdeviiiintroduction .. 1about this Guide .. 1who should use this Guide .. 2 How to use this Guide .. 2the main topics .. 2 How each chapter is organized .. 3other resources and help .. 31 auditing and Compliance Basics .. 5the basics .. 5 Key terms .. 6overview and objectives .. 6the starting point: Software License Management terms .. 7 Software asset Management (SAM) ..7 License compliance ..7 License type ..8software compliance audits .. 8 Digging deeper into external audits.

8 9 Details on auditors ..10 Publishers .. 10 Third parties .. 11 Motivations for compliance audits .. 12 The cost of piracy ..12 Reports of noncompliance ..12 Random checks and other motives ..12testing your knowledge of compliance audits .. 14the self-audit .. 15 Stakeholders ..15getting audit-ready .. 16 Risk control ..16 Cost control ..17 Competitive advantage ..18case Study : optimized License Management .. 19case Study review questions .. 21 Vocabulary quiz .. 22 Contents in DetailSAMPLE COPYC ontents in detailixexercise: are you audit-ready? .. 23answers and guidance .. 242 Software License agreements: terms, types and negotiation tips ..25the basics .. 25 Key terms .. 26overview and objectives ..26 Proof of License .. 27classifying licenses .. 28 Licenses by product type ..28 Evaluation .. 28 Sales channel .. 29 Upgrades and downgrades .. 29 Licenses by duration.

9 30 Licenses by metric ..30 Quick self-check of licenses .. 33nine negotiation considerations .. 341. What Software are you buying? What services does it include? ..342. What product use rights come with the Software ? ..353. When will you pay? ..364. How much does the Software cost now? ..375. How much might the Software cost later? ..386. How is a contract dispute or variance handled? ..397. What happens if the relationship ends or changes significantly? ..408. What common terms, or boilerplate, define the legal agreement? ..419. What constitutes acceptance of customized Software ? Who will support/control the customizations? ..41case Study : remixable License pools .. 44case Study review questions .. 45 Vocabulary quiz .. 46exercise: Bolster your contracts .. 47exercise: self-assessment .. 48answers and guidance .. 49 SAMPLE COPYS oftware License Management Study guIdex3 assessing Your Sam Proficiency.

10 51the basics .. 51overview and objectives .. 52 Key terms .. 52embarking on a saM self-assessment .. 53the foundation: six saM process areas .. 54 Organizational Management processes ..55 Core SAM processes ..55 Primary process interfaces ..55 Investigating your saM processes .. 56 Quiz: applying Iso/Iec 19770-1 .. 57starting a self-assessment .. 59 Stakeholders and organizational concerns ..59 Setting the scope ..60case Study : conducting a self-assessment .. 62case Study review questions .. 64 Vocabulary quiz .. 65exercise: saM self-assessment .. 66answers and guidance .. 704 tools and technology .. 71the basics .. 71 Key terms .. 72overview and objectives .. 72criteria and constraints for tool selection .. 73 Budget ..73 Business needs ..74 Process maturity ..74exercise: Identify your criteria for tool selection .. 75 Point, combined and suite solutions.