1. ca Intellicenter
Increase Your Value:
Upgrade CA IT Asset Manager
Kim Rasmussen
Sr. Principal Architect (ITAM SWAT)
CA Technologies
ICX09E #CAWorld

2. Abstract
IT interruptions often cause business delays that can be
detrimental to your productivity, quality of service and
bottom line. The CA IT Asset Manager (CA ITAM) is designed
to help manage the complexity of your assets more efficiently.
This course covers the driving need for change and upgrade as
well as the value of upgrading for improved user experience,
increased user satisfaction and productivity, accelerated ROI
and lower cost of ownership. This course will also cover
migration considerations and service offerings. Finally, you
will learn where you can receive additional information such
as product documentation, release notes and much more.
Kim
Rasmussen
CA Technologies
Sr. Principal Architect
(ITAM SWAT)
2 © 2014 CA. ALL RIGHTS RESERVED.

3. Agenda
TRENDS  DRIVING NEED FOR CHANGE AND UPGRADE?
THE VALUE OF UPGRADING
MIGRATION CONSIDERATIONS AND SERVICE OFFERINGS
ADDITIONAL INFORMATION
1
2
3
4
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4. You face barriers to business productivity.
What barriers stand between
your expectation and reality?
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Reality
Expectation

5. What keeps you from delivering services effectively?
Consumer experience is
expected in the workplace.
Siloed information and measurements
impede management decisions.
Disparate tools and processes
mean inefficient teams.
Delays and downtim e lead to frustration.
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6. You need to make the enterprise more productive.
Decision
Makers
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 Increase adoption of new services.
 Insight into issues, costs and consumption.
 Communicate in business terms.
Business
Users
 Make services easy to access.
 Help me serve myself.
 Solve my problems quicker.
IT Experts
 Get me out of firefight mode.
 Standardize my process.
 Reduce my ticket volumes.

7. CA Service Management  Drive Business Productivity
Delight Consumers
 Unified Self-Service
 Request ‘Storefront’
 Social /Collaboration
 Mobility
Improve Transparency
 Improved Quality
 Reduced Risk
 Cost Transparency
 Consumption Data
Empower Teams
 Automation
 Integrations
 Best Practices
 Administrative Ease
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8. IT Asset Management Challenges
Business Objectives Business Challenges
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How do you figure out what
software and hardware you
have?
How do I get the assets where I
need them so I don’t buy more?
Can I reduce the number of
assets I support, the number of
vendors? Can I reduce the costs
and risks of license audits?
Know what IT
assets we have
Unaware of available
assets and software
licenses
IDENTIFY
Manage IT assets
effectively
Organization over
purchased IT assets
OPTIMIZE
Proactively manage
vendors
Exposed to risks from
license audits and auto-renewals
RESPOND

9. Are you taking advantage of all that CA Service Management
Solution has to offer?
Collaboration, Knowledge
Unified Self-service
Catalog/Request Management
Analytics & Dashboards
Change Controls
Performance, SLA
Global User Community
Best Practice Content
Upgrade Programs
Acceleration Services
Integrations
Automation
Consumption, Chargeback
Consumers Executives ITSM Teams
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Process
Efficiency
Costs
User
Satisfaction
Business
Risk
CA Service Management
Mobility
Software Asset Management Hardware Asset Management

10. The Value of Upgrading

11. Why upgrade now?
Improved User Experience
 New and improved user-interface offers a more intuitive navigation and greater flexibility
 “My Resources” provides business user a broad view of their IT assets and more
 Improved and simplified configuration (requires significantly less effort)
 “Smart” install and upgrade decreases cost of ownership
Increased Productivity
 Enhanced search capabilities enable you to get to relevant information faster
 Respond with greater efficiency to asset related service requests and support calls
 Common Administration across CA Service management solutions reduces administration time:
multi-tenancy, users, roles, configurations
 Increased automation: hardware reconciliation, import scheduler
Maximize Your CA IT Asset Manager Investment
 Improved Software Asset Management capabilities reduce audit risk and optimize IT spend on software
(introduced in the 12.7 release)
 Improved reporting and analysis for better decision support
 Built-in (OOTB) content to reduce effort and accelerate time to value
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12. CA IT Asset Manager 14.1
Release Themes and Business Value
Availability Themes Value
November
2014
Enhanced CA Software Asset Manager Integration. Enhanced support
for multi-tenancy. Data Coordination Service and Import Driver via SOAP
API.
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 Improved user
experience
 Increased user
satisfaction
 Accelerated ROI
 Increased
productivity
 Lower cost of
ownership
Improved Data Management. Expanded software asset request
fulfillment, hardware reconciliation automation and Asset Copy.
Improved Financial Management. Enhanced support for recalculating
payments and adding asset costs.
Usability Improvements. Single Sign-on with CA Service Desk Manager,
ability to view Contact Quick Profile in service desk, Reference Document
and Relationship Counts. Single “Solution Aware” install, upgrade,
administration and maintenance across CA Service Management.

13. CA IT Asset Manager 14.1
Enhanced CA Software Asset Manager Integration
Features
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Business Value
 Easy to configure
and schedule
 Quick status
monitoring
 Comprehensive
logging to
troubleshoot
 Supports manual
process
 Enhanced support
for multi-tenancy
 Improved Data
Coordination
Service
 Import Driver
via SOAP API

14. CA IT Asset Manager 14.1
Improved Data Management: Hardware Reconciliation Automation
Features
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Business Value
 Easier
administration
 Accelerated
ROI
 Increased
productivity
 Auto create owned
assets from
Discovered assets
if no match
 Reconciliation rule
criteria:
 Add Models (if
not present)
 Contact update
type
 New Asset
Status
 Exclusion filter
capability

15. CA IT Asset Manager 14.1
Improved Data Management: Asset Copy
Features
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Business Value
 Greater ease of
use
 Easy to copy all
details of an asset
into one or more
new assets
 Enforces the CORA
rules; no
duplicates
 Allow you to make
one or more
copies of an asset
 Copies the
associated asset
configurations and
out-of-the box
relationships
 Copies the custom
relationships

16. CA IT Asset Manager 14.1
Improved Financial Management: Recalculate Payments
Features
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Business Value
 Greater ease
of use
 Easily navigate and
identify
the payment
schedule
 Easily identify paid
amount
 Audit history
for each transaction
 Modify frequency
of payments
 Auto-adjust
payment schedule
based on:
 Unit Amount
 Amount Paid
 Date Paid
 Date Due
 Forecast next
“payment”
schedule
 Payment History

17. CA IT Asset Manager 14.1
Improved Financial Management: Add Asset Cost
Features
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Business Value
 Greater ease of use
 Drag-and-drop fields
and easy to
customize
 Driven through
permissions
 Administrators can
enter a new cost to
a set of assets
 Utility includes all
cost fields and
enforces business
rules
 Configurable
according to your
needs

18. CA IT Asset Manager 14.1
Usability Improvements—Lower Total Cost of Ownership
Features
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Business Value
 Increased user
satisfaction
 Easier Administration
 Easier maintenance
and upgrade
 Reduced cost
of ownership
 “Smart” install and
upgrades
 Common
Administration
 Single Sign-on
 “My Resources” user
view
 CORA improvements
 View Contact quick
profile in service desk
 Show relation- ship
count

19. A Single View of All IT Resources Available to a User
Resources
IT resources that a user is assigned
to or is entitled to use
Desktops, Laptops, Mobile devices,
network devices, software, virtual
resources etc
Information
Details of resources and
actionable information
A warranty expiring,
maintenance ending, or under
utilization
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Actions
In-context actions that speed up
user’s tasks
Request related services, report
issues or reset password
CA IT Asset Manager 14.1
Usability Improvements—“My Resources”

20. CA IT Asset Manager 12.9
Release Themes and Business Value
Availability Themes Value
November
2013
Reduced Implementation and Maintenance Costs.
Provides a more streamlined installation experience to
reduce time and complexity.
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• Improved user
experience
• Increased user
satisfaction
• Accelerated ROI
• Increased productivity
• Lower cost of
ownership
Enhanced Configuration (Less Customization). Improved
design and powerful utilities reduce complexity and
accelerate configuration tasks.
Improved Data Management. More
powerful import capabilities and improved performance
deliver faster data loads.

21. CA IT Asset Manager 14.1
Usability Improvements—Lower Total Cost of Ownership
Features
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Business Value
 Faster installation
and configuration
 Improved user
experience and
satisfaction
 Lower cost of
ownership
 Simplified Installer
 Out-Of-The-Box
(OOTB) APM Roles
 Enhanced Software
Asset Management
Integration
 Out-Of-The-Box
(OOTB) Data Import
Maps

22. CA IT Asset Manager 14.1
Usability Improvements—Lower Total Cost of Ownership
Features
22 © 2014 CA. ALL RIGHTS RESERVED.
Business Value
 Improved user
experience
 Increased
productivity
 Higher user
satisfaction
 Custom Relationships
 Extended Fields on
Cost/Payments
 Configuration
Usability
Improvements
 Hide Asset Families

23. CA IT Asset Manager 14.1
Usability Improvements—Lower Total Cost of Ownership
Features
23 © 2014 CA. ALL RIGHTS RESERVED.
Business Value
 Improved user
experience
 Increased
productivity
 Higher user
satisfaction
 ITAM Data Importer
Usability and Performance
Improvements
 Launch Importer with
Workflow
 Move Asset Model
 Change Asset Family
 Sub-group Assets
 Auto-Create Payments

24. CA IT Asset Manager 12.8—Prior Releases
Availability Themes Value
May
2013
 CA IT Asset Manager Upgrade (assist CA IT Asset Manager
12 and CA Asset Portfolio Management 11.3.4 customers
to move to the 12.8 release)
 Expanded Data Fields
 Mass Change Wizard
 Uploading Attachments
 Browser-based ITAM Data Importer
 Improved Data Validation
 Additional Relationships
 Enhanced Common Asset Viewer
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 Increased user
satisfaction
 Increased
productivity
 Lower cost of
ownership

25. CA IT Asset Manager 12.7—Prior Releases Continued
Availability Themes Value
Oct.
2012
 Expanded License Models (i.e. device, user, named user,
concurrent, processor, enterprise, MIPS, PVUs)
 Enhanced Content (expanded software recognition,
software SKU catalog, product use rights)
 License Usage Analysis
 Automated License Reconciliation
 Internal Software Allocation
 Improved Integration (OOTB Connectors)
 License Pooling
 License Transfers
 License Performance Monitoring
 Dynamic Dashboard
 Contextual Help System
 Improved Reporting
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 Increased user
satisfaction
 Increased productivity
 Lower cost of
ownership
 Reduced Audit Risk
(software license
compliance)

26. CA IT Asset Manager 12.6—Prior Releases Continued
Availability Themes Value
May 2012
 New and Improved User Interface
 Improved Usability
 Screen Field Order Configuration
 Improved Performance and Scalability
 Expanded Search Capabilities
 Common Reporting
 Workflow Engine
 Common Multi-tenancy
 Expanded Data Importer
 Improved Installer
 Enhanced Asset Registration Rules
 Caching Removed
 Extended Platform Support
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 Increased user
satisfaction
 Increased productivity
 Lower cost of
ownership

27. Upgrade/Migration Considerations
and Service Offerings

28. Upgrade vs. Migration
 Upgrade: The act of updating the database and application to
a newer version
 Migration: The act of transforming or moving data from
previous structures to newer structures
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29. Why is Data Migration Required?
 APM 14.1 (and earlier releases) includes changes to improve performance and
data integrity.
– Lists decentralized from single database structure to individual database structures
– Relationships (OOTB and Custom), Costs & Payments (including extensions),
Notes and Attachments further separated by object type
 APM 14.1 (and earlier releases) includes changes to improve user experience.
– Model Costs replaced by Model Pricing
– Customization and Security overhauled
– Reconciliation simplified and now a service
– Events revamped and now leverages ITPAM
– Basic and Advanced Search simplified
– Location Hierarchies now leverage Generic Hierarchies format
– Audits improved to entire record coverage rather than chosen fields
– File Attachments leverage Storage Management Service
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30. Upgrading/Migrating to Release 14.1
 Upgrade and Migration Planning Considerations
– Designed to provide an in-place migration of the data to support the latest version
– Includes many tools and detailed documentation to plan and perform the migration
– Tools Include:
 Health Check Utility
 Migration Reporting
 Duplicate Asset Name Configurator
 Migration Utilities
 Migration Guides
 Supported Languages:
– English - French - Italian - Brazilian Portuguese
– German - Japanese - Spanish
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31. Migration Process Flow
14.1
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32. Health Check Utility
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 Diagnostics to address referential
integrity and other data anomalies
 Execution Mode
– Report Only: “View Only”
model that takes no
corrective action. Generates
CSV file of identified issues
Report and Correct:
Generates CSV file of
identified issues and takes
corrective action.

33. Migration Reporting Interface
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34. Migration Reporting Interface
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35. Duplicate Asset Name Configurator
Provides multiple options to address duplicate asset names
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36. Duplicate Asset Name Configurator
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37. Data Migration Utility Coverage
 Assets
– Portfolio Status
– Duplicate Asset Name
 Attachments
– URL Attachments Completely
– File Attachments Partially (Metadata)
 Audit History
 Audit Generation for Events
 Core Object Extensions
– Simple (Character, Currency, Date, Decimal,
Integer)
– Reference (Drop Down List)
 Costs and Payments
 Reconciliation Translation List
– If data aligned properly
 Security Roles
– Not including Security Settings
 Legal Document Lists
– Legal Definition
– Document Location
– Legal Status
– Legal Document T’s & C’s
– Legal Document Status History
 Location Hierarchies
 Notes
 Other Lists
– Billing Code
– Cost Type
– Password Information
– Note Type
 Out Of The Box Relationships
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38. Manual Migration Reports
 Migration Reporting provides reports for data unable to be covered through
Automated Migration.
 Migration Documentation will detail how to re-create the data in APM 14.1
through the Web Client interface or otherwise.
 Advanced Searches
 Basic Search Return Fields
 Event Definitions
 Filters
 File Attachments
– Physical movement of data files
 Reconciliation
– Translation List (if data not
38 © 2014 CA. ALL RIGHTS RESERVED.
aligned properly
 Tasks
 Functional/Field Security
Settings

39. Supplementary Migration Reports
 Migration Reporting provides reports for reference purposes.
 Reconciliation
– Obsolete Translation Lists Report
 Details Translation Lists that don’t get migrated
– Unconverted Translation List Entries Report
 Details Translation Lists that don’t get migrated due to missing data
 Event Notification History
– Provides one year worth of event history
39 © 2014 CA. ALL RIGHTS RESERVED.
39 December 3, 2012 Copyright © 2012 CA. All rights reserved.

40. CA Upgrade Services—Value at a Glance
OPERATIONAL BENEFITS STAFF BENEFITS FINANCIAL BENEFITS
 Quicker route to 14.1 go-live
 Upgrade approach lowers risk
 Sets stage for faster adoption to
not yet implemented
functionality
 Keeps in-house resources
focused on strategic tasks
 Leverages CA SMEs
already familiar with upgrade
processes
and considerations
 Limits upgrade risk and
disruption
40 © 2014 CA. ALL RIGHTS RESERVED.
 Simplifies budgeting and
financial visibility
 Faster go-live for new release
means faster
return on CA IT Asset Manager
investment
 Reduces costs
 Helps achieve maximum ROI

41. Additional Information

42. For More Information
 On CA.COM
– Product Documentation
– CA Customer Lifecycles Solutions website on ca.com
 On CA Support
– Release and Life Cycle Dates
– Release Notes
– Product News, Status, Recommended Reading and More
– CA IT Asset Manager Supportability Matrix
 Communities
– Service Management Community
42 © 2014 CA. ALL RIGHTS RESERVED.

43. For More Information
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from following “More Info Graphics” slide here;
Management Cloud
ensure it links to correct page
To learn more about Management Cloud,
please visit:
http://bit.ly/1wEnPhz
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44. For Informational Purposes Only
Terms of this Presentation
© 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty.
Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual
results may vary.
44 © 2014 CA. ALL RIGHTS RESERVED.