Microsoft SAM Services

Vendor-Supported Analysis
of Microsoft License
Compliance

Project Description
Contents

1. PROJECT OVERVIEW 3
1.1. Project goals 3
1.2. Project duration 3

2. SYSTEM REQUIREMENTS 3
2.1. Requirements to project organization 3
2.2. System and architecture requirements for Microsoft 3
Assessment and Planning Toolkit (MAP)

3. PROJECT SCOPE AND CONTENT 4

3.1. Introductory project questionnaire 4
3.2. Collection of copies of invoices related to PC purchases 4
3.3. Visual inspection of certificates 5
3.4. Providing the COA data 5
3.5. Scanning the network infrastructure with 5
3.6. Providing the scanning data 6
3.7. Providing the inventory database copy 6
3.8. Requesting the license information from the Client 6
3.9. Requesting the license information from Microsoft 6
3.10. Analyzing the Microsoft license information 6
3.11. Verification of Microsoft license compliance 7
3.12. Report finalization 7
3.13. Getting the report approval of the Clients representatives 7
3.14. Defense of the final report before Microsoft representatives 7

APPENDIX No. 1. PROJECT PLAN 8

1. Project Overview
1.1. Project goals
- Assessment of the current state of Microsoft software licensing;
- Estimation of the actual amount of Microsoft software licenses;
- Precise estimation of the amount of Microsoft software used;
- Forming the software purchasing plan to achieve 100% license compliance;
- Assessment of SAM process maturity in accordance with SAM Optimization Model (SOM);
- Preparing the final project report.

1.2. Project duration

Project duration 46 days.

2. System requirements
2.1. Requirements to project organization
The client appoints the employee that is responsible for the organizational and technical interaction
with Softline specialists during the entire project;

The responsible specialist of the Client provides Softline with the following information in
electronic form by e-mail or on digital media:
a. Full organizational chart of the company, including its affiliates;
b. Full list of names of PCs and servers that will be included in the project scope;
c. The list of PCs and servers with their locations, and legal entities that they belong to;
d. Virtual environment maps that describe:
- Clusters;
- Physical hosts;
- Virtual machines;
- Transfer of virtual machines between hosts in the last 90 days;
- Virtual machine migration logs for accurate estimation of the number of licenses.
e. The number of licenses according to the Microsoft VLSC personal account;
f. Copies of accounting documents related to purchases of Microsoft software (original versions can
be provided in paper), license agreements, certificates, authorization letters.

2.2. System and architecture requirements to Microsoft Assessment and Planning

Toolkit (MAP)
The inventory process includes collection of server and client workstation equipment data.
Information about software deployed on servers and client workstations is also collected.
Inventory data are used to control compliance with licensing policies and optimize licensing.
They also can help providing compliance to corporate policies.

During the project, it will be necessary to provide a copy of the Microsoft Assessment and Planning
Toolkit (MAP) project database that contains the scanning results.

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3. Project Scope and Content
The Client needs to perform the following activities:
) Collection of information on purchased software.
B) Collection of information on actually installed software.

The detailed Project Plan is included into Appendix No. 1.

Information collection tasks performed by the Clients employees

Filling and ) Collecting all purchasing Visual inspection Providing

submitting the documents (proof of license): of certificates reporting data
introductory contracts, licenses, etc.; (selective)
project B) Collecting the copies of
questionnaire available Invoices for PC and
server purchasing

Due date Due date Due date Due date

(to be set) (to be set) (to be set) (to be set)

Inventory tasks performed by the Clients employees

Scanning the Scanning non-network Pcs and Providing scanning Providing the
network servers with reporting data inventory
infrastructure database
with MAP

Due date Due date Due date Due date

(to be set) (to be set) (to be set) (to be set)

3.1. Introductory project questionnaire

Task: Providing introductory information by filling in the questionnaire.

Softline employees: Project manager.
Client employees: Project manager.
Procedure: Softline specialist provides a form to be filled. The Client needs to fill
in all fields and specify the responsible persons.
Result: Collected introductory information.

3.2. Collection of copies of invoices related to PC purchases

Task: Getting information about purchased PCs with pre-installed Windows

operating systems.
Softline employees: Project manager.
Client employees: Project manager.

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 Procedure: The client needs to provide the scans of Invoices for purchased
equipment (PC/laptops/servers) with pre-installed operating systems.
Result: Invoice scans in electronic format provided separately for each legal
entity of the client (if there are any).

3.3. Visual inspection of certicates

Task: Measuring the precise quantity of OS Certificates of Authenticity ().
Softline employees: None.
Client employees: Project manager, Technical specialist.
Procedure: When performing the task 3.1., the technical specialist performs the
visual inspection of Client workstations regarding the presence of the
COA certificate and provides results to Softline. For stationary
workstations, computer towers are inspected. For laptops, input areas
and bottom surfaces (if necessary) are inspected. The visual inspection
data should be recorded into the form provided by Softline.
Result: Data on available Certificates of Authenticity.

3.4. Providing the COA data

Task: Receiving reporting data about available COAs.

Softline employees: Project manager.
Client employees: Project manager.
Procedure: In accordance with the project requirements and forms, the specialists of
the Client provide necessary data to Softline.
Result: Questionnaire, verification form, documents (Invoices).

3.5. Scanning the network infrastructure with

Task: Provide the possibility of scanning in the Clients corporate environment.

Softline employees: Technical specialist.
Client employees: Technical specialist.
Procedure: The specialists of the Client need to configure the administration
console and perform network workstation scanning in accordance with
provided manual. Softline specialists provide consulting and technical
support.
Result: Inventory Results (standard system reports), Windows Environment
Report.

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3.6. Providing the scanning data
Task: Receiving the scanning data.
Softline employees: Project manager.
Client employees: Project manager.
Procedure: In accordance with the project requirements and forms, the specialists of
the Client provide necessary data to Softline.
Result: MAP reports (standard system reports).

3.7. Providing the inventory database copy

Task: Receiving the database copy.
Softline employees: Project manager, Technical specialist.
Client employees: Project manager, Technical specialist.
Procedure: In accordance with the project requirements and forms, the specialists of
the Client provide necessary data to Softline.
Result: Intermediate reporting forms for Microsoft representatives.

Works performed by Softline employees

3.8. Requesting the license information from the Client

Task: Receiving information about purchased software.
Softline employees: Project manager.
Client employees: None.
Procedure: The specialists of the Client provide complete information about
purchased Microsoft software.
Result: Full list of purchased Microsoft software claimed by the client.

3.9. Requesting the license information from Microsoft

Task: Receiving information about purchased software from vendor
representatives.
Softline employees: Project manager.
Client employees: Project manager.
Procedure: The Client provides the consent to the request of the information about
the purchased Microsoft software. Softline specialists request licensing
information from the Microsoft representative.
Result: Full list of purchased Microsoft software claimed by the vendor.

3.10. Analyzing the Microsoft license information

Task: Determining the precise number of currently used Microsoft licenses.
Softline employees: Project manager, Licensing specialist.
Client employees: None.
Procedure: Softline licensing manager analyzes the legal entitlement documents
and prepares the report about the existing licenses.
Result: Information about software name, category and quantity.

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3.11. Verication of Microsoft license compliance
Task: Reveal violations of Microsoft software usage rules.
Softline employees: Licensing specialist.
Client employees: None.
Procedure: Softline licensing manager performs deep analysis of software usage
and available licenses and prepares the report about the current
licensing issues.
Result: Information structured by software categories (operating systems,
productivity applications, other office applications, server software,
database management systems, development tools, client connections).

3.12. Report nalization

Task: Reveal violations of Microsoft software usage rules, prepare
recommendations on how to fix them.
Softline employees: Licensing specialist.
Client employees: None.
Procedure: The licensing manager performs deep analysis of software usage in
various categories (operating systems, productivity applications, other
office applications, database management systems, development tools,
client connections) and licenses available for these types of software.
Softline specialists reveal the licensing issues and violations of
Microsoft licensing rules for each category, prepare recommendations
and variants of licensing optimization.
Further licensing strategy is developed.
Result: Information structured by software categories (operating systems,
productivity applications, other office applications, server software,
database management systems, development tools, client connections).

3.13. Getting the report approval of the Clients representatives

Task: Confirming the final data, answering the questions.
Softline employees: Licensing specialist, Project manager.
Client employees: Project manager.
Procedure: Softline specialists arrange a conference call and comment the data that
they received. They answer the arising questions in the field of licensing
and result interpretation.
Result: Detailed report with information structured by software categories
(operating systems, productivity applications, other office applications,
server software, database management systems, development tools,
client connections).

3.14. Defense of the nal report before Microsoft representatives

Task: Getting the report approved by Microsoft representatives and closing the
project.
Softline employees: Project manager, Licensing specialist.
Client employees: None.
Procedure: Softline specialists arrange a conference call and comment the data that
they received. Vendor representatives ask questions about the
correctness of license analysis, preparation of reporting forms and final
data. The answers to the questions are recorded. If necessary, additional
recommendations are developed.
Result: Finalized report with comments from Microsoft representatives.

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Appendix No. 1. Project Plan
Joint works of Softlines and Clients employees

Filling and submitting the introductory project questionnaire 2 days

Collecting the copies of existing purchasing documents for PCs, servers and licenses 10 days
Performing selective visual inspection of COA certificates 10 days
Providing the COA certificate inspection report 2 days
Scanning the network infrastructure with MAP 10 days
Providing scanning reporting data 2 days
Providing inventory database copy data 2 days
Estimated duration 24 days

Works performed by Softline specialists

Requesting licensing information from Microsoft employees 2 days

Preparing the software inventory reports 2 days
Preparing the hardware inventory reports 2 days
Analysis of legal entitlement information about Microsoft licenses 6 days
MLS volume licenses 1 day
FPP licenses (boxes) 1 day
OEM licenses 1 day
Any other available licensing rights 1 day
Overall licensing rights 1 day
Microsoft license compliance verification: 6 days
Windows OS usage analysis 1 day
MS Office usage analysis 1 day
Other MS Office application usage analysis 1 day
Server application usage analysis 2 days
SQL database usage analysis 2 days
CAL license usage analysis (Device CAL\User CAL) 1 day
Forming the final project report 10 days
Analysis of optimization practices that can be used 2 days
Forming the plan for elimination of licensing issues 3 days
Approval of the project documentation by the Client representatives 5 days
Defense of the final report before Microsoft representatives 3 days
Estimated project duration 46 days

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