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Software Licenses Overview

Software Asset Management Guide
Software Licenses

Software Licenses Overview

Each Software License record represents a single purchase: a specific number of seats of a specific product, bought at a specific time, from a specific supplier. This chapter covers everything about the license record itself — creation, updates, agreements, pools, and the special cases like upgrade and OEM licenses.

Viewing Licenses

To list all software licenses, choose Licensing → Licenses from the navigation menu:

Licenses query view

The query shows every license with its key fields. Use the manufacturer tree on the left to filter; use the column headers to sort.

The most useful columns:

Column Meaning
Description The visible name of the license
Software Product The catalog entry this license attaches to
Seats Capacity in metric units (users, computers, cores, processors)
License Type How consumption is metered
Allocated How many of the seats are currently in use
Date Purchased When the license was acquired

What's in This Chapter

Page Covers
Creating a License Record The single-record entry workflow
License Status Codes In Service, Out of Service, Upgraded — what each means for the engine
Upgrade Licenses Recording an upgrade purchase against an existing license
Downgrade Rights Configuring downgrade rules per license
Agreements Linking licenses to a parent agreement (EA, ELA, VIP)
Subscription Licenses The right way to model SaaS subscriptions
License Pools Grouping licenses for allocation purposes
OEM Licenses Pre-installed OS and software licenses tied to hardware

Where Licenses Come From

In a typical SAM rollout, license records arrive from three places:

  1. Bulk import from spreadsheets — see Importing Licenses for the standard path and the per-vendor pipelines (MLS, Adobe).
  2. Manual entry — for one-off purchases or licenses you have not put into a spreadsheet. See Creating a License Record.
  3. Auto-creation from OEM hardware — when discovery finds an OS that is OEM-licensed, the engine can create the license record automatically. See OEM Licenses.

After Creating Licenses

Licenses do not affect the licensing position until you recalculate. After adding or changing licenses:

  1. Run Licensing → Calculate Licensing Position (see Licensing Position: Running the Calculation).
  2. Open the Licensing Position and verify the products show the expected seat counts.