Optimizing Bundling Process

ILMT Central Team
Optimizing Bundling Process
IBM License Metric Tool 7.5
Questions & Answers
© 2013 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Welcome
■ Optimization of the bundling process is the nineteenth Q&A event prepared
by the ILMT Central Team
■ We concentrate on License Metric Tool version 7.5
■ This session is for IBMers, Business Partners and Customers
2
ICT: [email protected]
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Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Contact
■ ICT Team: [email protected]
3
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Table of Contents
■ Part numbers
Introduction
Types
Interaction with PA
Importing by ILMT
Integration with ILMT
■ ILMT software views
Introduction
Systems Products
All Products vs PVU Products and RVU Products
■ CSV snapshot of the MSI panel
Columns
Step by step usage
Focusing on the essence
■ Common misinterpretation of PVU calculation
4
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Part numbers – Introduction
■ Software in IBM has an individual identifier – a part number
■ Part numbers are assigned on different levels of software distribution
process such as:
Offering
Product
Component
Media Item (e.g. DVD)
■ Names, descriptions and other
characteristics of part numbers may
differ from system to system, but the ID remains the same
■ In ILMT, we concentrate on part numbers on the product level
5
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Part numbers – Types
■ Licenses
D****** e.g. D561HLL
Other codes appear rather exceptionally, for example ADJPOINT
■ Reinstatement or renewal of Software Subscription and Support
E****** e.g. E027NLL
D****** e.g. D561ILL - may also appear
Other codes appear rather exceptionally, for example A******, G******
■ Media and documentation
B****** e.g. BJ0Z8ML
6
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Part numbers – Interaction with Passport Advantage
■ Passport Advantage portal (PA) communicates with ILMT through part
numbers
■ PA allows to create a detailed report of the order history with chosen sales
order date and part number types
7
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Part numbers – Importing by ILMT tool
■ Passport Advantage portal (PA) communicates with ILMT through part
numbers
■ ILMT allows to import a detailed report of the order history or some other part
numbers file and use the information about part numbers by automated
bundling process
8
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Part numbers – Integration with ILMT
■ ILMT keeps information regarding part numbers in the TLMA database
■ This information is updated on a monthly basis by importing the software catalog
■ Part numbers that are imported by users are validated against part numbers that exist
in the TLMA database
■ PA detailed order history report can be directly imported to ILMT
■ ILMT by default accepts only part number of the type – Licenses
■ For inventory purposes, ILMT imports not only PVU/RVU/STG part numbers but also
those of different licenses including not supported by ILMT
■ ILMT by default ignores part numbers of type - Reinstatement or renewal of Software
Subscription and Support
■ If you want to force ILMT to accept such part numbers you must either manually
change their type to Licenses or remove this column completely
■ ILMT ignores part numbers of type – Media and documentation
9
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Part numbers – Integration with ILMT – cont.
■ Additionally, users can browse part numbers by using two database views:
CUSTOM.PART_NUMBER_V
CUSTOM.CURRENT_PART_NUMBERS_V
10
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Part numbers – Best practices
■ Keep the process of importing part numbers under control
Create an up-to-date list of part numbers by using PA
Start from ultimately purchased and renewed part numbers, e.g. during
last year
Filter just PVU part numbers using the Part description column
Divide them into small groups according to their importance
Create text files with those groups of part numbers or even individual
part numbers and import them to ILMT
Find new products on the MSI panel, confirm appropriate assignments
to those products and bundle missing components to those products
Iteratively follow above instruction till
every PVU product is discovered and
appropriately bundled
11
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
ILMT software views – Introduction
■ Three views are available in ILMT to see software inventory
All Products
PVU Products
Systems Products
■ Views were design to show products based on
the same license
■ You can easily switch between views by chosing the
desired one and clicking the Update button
■ You can choose the time interval that the particular view
will cover
Not earlier than the end date of the last
signed report
Not later than the current day
12
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
ILMT software views – Systems Products
■ Under the IBM systems software licensing structure, software is licensed
based on the number of processor cores and server tier. A software product
is priced based on the type of the system server (tier) and the number of
processor cores it is running on.
■ The tier table is based on the size of the server system model and allows
pricing based on server capacity. The tier table is organized into small,
medium, and large tiers where each tier includes multiple types of servers.
13
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
ILMT software views –
All Products vs PVU Products and RVU Products
■ PVU products are presented on the view with the same name – PVU
Products. It shows how much licensed capacity is required, based on the
latest aggregated data gathered by agents.
■ RVU products do not have their own view. You have to manually find the
RVU products on the All Products view.
■ All Products view contains all products that are currently in the software
inventory regardless of their license.
14
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
ILMT software views –
All Products vs PVU Products and RVU Products – cont.
■ Type of license is kept on product level
■ Component itself is not aware of its
license
■ Component inherits license type from the
product it is assigned to
■ Unconfirmed component can travel from
one view to other based on product
license it is currently assigned to
■ The only view where discovered
components will be presented for sure is
All Products
15
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
ILMT software views – Best practices
■ Work with All Products view to avoid forgetting to assign any of the components
■ Use filtering functionality to avoid refreshing the whole table after each action
■ Export CSV file from the All Products view to have a full picture of your inventory
■ Concentrate on the necessary entries
■ Confirm correctly assigned components and
rebundle other components
■ Take advantage of the Reassign instances to
this product... functionality
■ Periodically check the effect of your work
on the PVU Products view
16
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
CSV snapshot of MSI panel – Column explanation – PVU products
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■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
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Product
Current Server ID
CPU Core Full Capacity
CPU Core Subcapacity
PVU Full Capacity
PVU Subcapacity
Release
Component
Host Name
Confidence
Explanation of
Confidence
Exclusion Status
Operating System
Scan Group
Processor Type
Server ID For Peak
Capacity
Server CPU Core
Subcapacity Limit
Server CPU Core
Subcapacity
ICT: [email protected]
■
■
■
■
Server PVU Subcapacity Limit
Server PVU Subcapacity
PVU per Core
Part Numbers
■
■
■
■
Free of charge
Subcapacity eligible
Installed on shared filesystem
Agent deleted
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
CSV snapshot of MSI panel – Column explanation – All products
■
■
■
■
■
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Product
Current Server ID
Release
Component
Host Name
ICT: [email protected]
■
■
■
■
■
Confidence
Explanation of Confidence
Exclusion Status
Operating System
Scan Group
■
■
■
■
■
Part Numbers
Free of charge
Subcapacity eligible
Installed on shared filesystem
Agent deleted
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
CSV snapshot of MSI panel – Step by step usage
■ Export the All Products view of the MSI panel to a CSV file
■ Open it as a spreadsheet and take advantage of this form
■ Use the auto filtering option to discover possible erroneous entries and fix them
Check empty entries (N/A’s) related to imported part numbers => reimport part numbers without
unnecessary ones
Check blank entries of Part Numbers column => import missing ones
Check Free of charge components => analyze whether they should be assigned to different products as
chargeable
Check not Subcapacity eligible components => analyze if such situation is correct
Check the entries where Agent deleted equals Yes => make sure agent was not removed unintentionally
Double check the entries where Exclusion Status equals Excluded => make sure the exclusions are valid
■ Use the auto filtering option to drive your bundling process
Filter by Current Server ID to bundle components from particular server
Filter by Host Name to bundle components from particular OS
Sort (descending) all entries using PVU Subcapacity to prioritize bundling actions
■ Make changes in the file and on the Manage Software Inventory panel simultaneously
Treat Confidence column bivalent: 100 - already confirmed, less than 100 – to confirm
19
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
CSV snapshot of MSI panel – Focusing on essence
■ Start assigning components to products from the most valuable products
■ Confirm all the component instances that you are sure of to avoid
unnecessary migration and reprocessing of autobundling process
■ If you are stuck with one product, keep going with others – the more
products will be bundled, the clearer will be the situation
■ Benefit from the Reassign instances to
this product... action that is available
at the release level and allows you to see
possible connections of components
to your product and confirm them
20
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Common misinterpretation of PVU calculation
■ A lot of misinterpretation related to the PVU calculation done by ILMT among
the users is caused by misunderstanding the subcapacity rules or/and ILMT
behavior as a tool that helps with keeping track of subcapacity licenses
■ This part of presentation will focus on the rules that
are most frequently forgotten and on situations that
require additional explanation
21
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Common misinterpretation of PVU calculation – cont
■ Many components assigned to the same product do not increase the PVU value if they are on the
same host, e.g.
Same host: nc107087
Same product: IBM DB2 Advanced Enterprise Server Edition PVU Option
Different components:
• IBM DB2 9.1
• IBM DB2 9.5
• IBM DB2 9.7
=> Unchanged Server PVU: 400
22
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Common misinterpretation of PVU calculation – cont
■ Rows in the CSV files represent unique combination of product, server, host and component.
Granularity is at the component level but PVU calculation is done only for products and servers,
therefore differences between hosts and/or components do not change PVU value
■ CSV file may contain duplication of the PVU values on the server as well as the product level
Same product: IBM DB2 Advanced Enterprise Server Edition PVU Option
Same servers: IBM 8202 068262P, IBM 8202 0691E2P
Different hosts and components
=> PVU values duplicated on the product and server level
■ To better understand the numbers and the logic behind them, we recommend to start with PDF
files where values are not duplicated
23
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Common misinterpretation of PVU calculation – cont
■ Addition PVU values at the host level does not sum up to product PVU.
■ Again, although the granularity of rows in the CSV file suggests host level calculation
of PVU, it is not true. Shown PVU is never calculated on the host level. Therefore,
PVU does not sum up as someone may expected. To do this, we should take just one
entry per server.
■ Starting with PDF files where values are related to the right level will help
24
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Common misinterpretation of PVU calculation – cont
■ PVU calculated in the Server PVU Subcapacity column may be different for two rows for the same
host
■ As a result of the fact that PVU is calculated per server and per product, a situation like that may
happen:
Server IBM 8202 101839R has 3 virtualizations nc011427, nc016725 and nc011421.
Each has assigned 1 CPU = 100 PVU.
On 3 of them DB2 is installed.
On 2 of them WAS is installed.
■ Let’s have a look just on nc011427 virtualization. In the Server PVU Subcapacity column, in one
case there is 300 PVU, in another 200 PVU. And it is correct as this value is not related to that
host, but to the whole physial server.
25
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
Common misinterpretation of PVU calculation – cont
■ There is not enough of PVU on the report.
In such a situation it is worth checking if some components of our
underpriced product are not assigned to a non-PVU product and we will
see them only on the All Products view instead of the PVU Products
view
■ The PVU value of some product is too high or there are some unrecognized
products on the audit report
It is worth to check if there are some incorrectly bundled components
Some components may convert a free product into PVU chargeable
product
Some components that are free in a particular bundle are PVU
chargeable when assigned to their own products (products with the
same name) – in many cases, such a situation seems natural
but in fact it is incorrect
26
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
Optimizing Bundling Process
IBM License Metric Tool 7.5 – Questions & Answers
Version 1.0.2
General recommendation
■ Use part numbers to help you with bundling
■ Work with the All Products view to identify all
components that should be assigned
■ Take advantage of the CSV snapshot of your
software inventory to speed up the decision
process
■ Carefully analyze PVU calculation to avoid any
misinterpretations
27
ICT: [email protected]
ILMT Wiki: www.ibm.com/developerworks/mydeveloperworks/wikis/home/wiki/IBM+License+Metric+Tool
Created by ILMT Central Team
© 2014 IBM Corporation
ILMT Central Team
Thank you
Optimizing Bundling Process
IBM License Metric Tool 7.5
Questions & Answers
© 2013 IBM Corporation