Zoomed Image

Software Asset Management

Achieve a defensible software compliance position quickly
Enterprise grade discovery, recognition, and a temporal calculation engine
Control allocations with affinity rules, requirements, and product or license specific scope
Get a Free Trial

Software Asset Management made easy

The xAssets SAM engine is an enterprise-ready Software Licensing Compliance system built with the following design goals:

  • Achieve a defensible compliance position in short timeframes
  • Low maintenance
  • Performance, security and scalability suitable for large enterprises

The system is built around temporal accounting principles. This allows you to prove compliance at any point in time.

Once compliant, it's easy to stay compliant, and you are ready for an audit with no preparation needed. A powerful affinity model allows you to control licensing priorities, requirements, and scope without the need to assign every license.

The system keeps itself up to date as follows:

  • Discovery and integrations run on a daily schedule
  • The Licensing calculation is scheduled to run each month
  • Automated alerts cover license compliance issues
  • Automated import of new licenses
  • Keeps track of renewal dates
  • Licenses are automatically freed when devices are disposed of

This means your SAM consultants are mostly engaged in these processes:

  • Find license purchases and license evidence
  • Match license purchases to recognized software products
  • Renew expiring licenses
  • Analyze reports
  • Optimize calculations with overrides, rules, requirements, and scope
  • Recalculate when needed
The five-step path to compliance A sequential flow: Discover network and cloud sources, Recognise installed software, Import license evidence, Reconcile, Calculate the license position. Discover Network and cloud sources Recognise Installed software Import License evidence and purchases Reconcile Match purchases to products Calculate Effective license position

Achieve software compliance quickly

Enterprise implementations can be completed in short timescales because the source data is pushed through the same recognition engine regardless of source. Discovery and integrations like SCCM, Tanium, ServiceNow and Intune can feed the license model.

xAssets has an excellent architecture to achieve compliance quickly:

  • Agentless and agent based discovery
  • Software recognition is done by xAssets
  • Allocates licenses automatically
  • Hosted or on-premise
  • Discover the network and cloud sources
  • Recognise installed software
  • Import license evidence or purchases
  • Reconcile
  • Calculate the license position

The out-of-the-box configuration fits most organisations. Easy configurability extends the system to exact requirements.

License calculation engine

The calculation engine is fast and designed to handle complex licensing scenarios. For example, a 32-core server might be covered by two 16-core licenses from different purchase orders, even from different time periods. A license pool may be departmental, location based, country specific, or globally available. A current-version license covers earlier versions under specific downgrade rules. The xAssets SAM engine handles each of these scenarios out of the box.

Temporal calculation engine

The temporal calculation engine provides an accounting-style transaction based mechanism for storing software compliance related events. There are three main events:

  • Consumption - when an endpoint starts consuming a license
  • License - when a license comes into effect
  • Grant - when a license seat is allocated to a consumption

Consumptions are posted on the asset's date in service, or when the software was installed. Licenses are posted on the date the license comes into service. Grants are posted on the date the grant is awarded, that is, when a consumption receives a covering license. The engine can optionally swap previous assignments to optimise costs when material changes occur.

Recalculating any period deletes transactions from that period forward and recreates them, preserving prior history. Effective license position can be reported at any point in time.

Temporal accounting in xAssets SAM A timeline showing a license posted before software installation, then a consumption and grant posted on the same date when software is installed, then a reversal on the date the asset is disposed of. Earlier transactions are never overwritten. October November December License Oct 1 · license in effect Consumption Oct 15 · software installed Grant Oct 15 · license allocated Reversal Nov 10 · asset disposed The license is in place when software is installed. The grant posts on the same date as consumption. Original transactions are never overwritten. Compliance position can be queried at any date.

Affinity-based allocation

Every license-consumption pair is ranked for affinity matching and requirements compliance across predefined dimensions including:

  • Department
  • Location
  • Cost centre
  • Hierarchy proximity
  • User
  • CPU architecture
  • Core count and core affinity

New dimensions can be added for any field in the computer and license asset data structures.

Core based affinity works similarly

  • Server licenses prefer servers with many cores
  • Core licenses prefer servers with fewer cores
Affinity-based allocation One license is scored against three candidate consumptions across multiple dimensions. The highest-scoring pair wins the grant. License Bath · Accounts Custodian: Donna H. 1 seat available score 7100 score 4500 score 1900 DONNA-PC ✓ Bath · Accounts · Donna H. +3000 dept · +800 loc · +1000 custodian ... JOHN-PC Bath · Accounts · John A. +3000 dept · +800 loc ACCOUNTSSERVER London · Accounts +1500 dept hierarchy · +400 loc hierarchy The highest-scoring eligible consumption is matched. Lower-scoring candidates remain eligible if a license still has capacity.

These rules are configured within the "Affinity Rule Engine" and many other forms of affinity can be accommodated. Licenses for a product are considered against all consumptions of a product, and within the constraints of your predefined allowed requirements, the license-consumption pair with the highest affinity will get matched first.

Software recognition

Recognition matches discovered titles to a unique manufacturer, product, edition and version. xAssets uses a recognition database combined with pattern recognition engine termed "MPEV" — Manufacturer, Product, Edition, Version. A single rule for "Microsoft Visio Professional" resolves "Microsoft Visio Professional 2019", "Microsoft Visio Enterprise 2024" and "Microsoft Visio Standard 2026", because the year and edition are extracted from the title text at recognition time.

Pattern-matching software recognition A single curated rule for Microsoft Visio Professional passes through the MPEV engine and resolves to multiple discovered titles across editions and versions. Microsoft Visio Professional 1 curated rule MPEV Manufacturer · Product · Edition · Version Microsoft Visio Professional 2019 Microsoft Visio Enterprise 2024 Microsoft Visio Standard 2026 Microsoft Visio Professional 2027

All software recognition issues are resolved by xAssets without customer involvement. They are added to the central recognition database, and published to every hosted and on-premise installation.

Sample compliance report

Fast, accurate, agentless and agent-based discovery

xAssets Network Discovery is the same engine used in the IT Asset Management product. Discovery is agentless on managed networks, with optional agents for off-network and work from home endpoints. The discovery engine covers Windows, VMware ESX, Linux, Unix, Apple Mac, IBM AIX, SNMP equipment and SSH equipment.

For SAM, the relevant outputs are:

  • Windows "Programs and features"
  • Executable file headers and on-disk file scans for software not in Add/Remove
  • Operating system and edition
  • SQL Server instances and CPU cores per instance
  • Services running on servers and desktops
  • AutoRun entries from local user and system registry
  • Hardware including CPU cores, physical processors, and virtual or physical status

The discovery information passes through the recognition engine and this drives the license calculation. CPU cores are used for per-core licensing, physical processors feed into per-processor licensing, and virtual or physical status is used where licenses require separate allocation strategies.

Discovery to compliance pipeline Sources including network discovery, SCCM, Tanium, Intune and others feed the recognition engine. Recognition feeds the SAM calculation engine, which produces the compliance position and reports. Sources Network discovery SCCM Tanium Intune ServiceNow JAMF, Meraki, AWS... Recognition curated rules + MPEV canonical product, edition, version SAM engine temporal calculation affinity-based allocation Reports compliance drift, deficits License evidence purchase orders, contracts, EAs
Agentless
no endpoint installation, no footprint
Superfast
70 nodes per second, around 4 seconds per node
SAM-grade data
registry, EXE headers, services, SQL Server instances
Remote endpoints
optional agent for off-network devices
Virtual friendly
VDI and virtual guests discoverable without host load
Scalable
hundreds of parallel discoveries supported

Integrate to any source of asset or license data

xAssets ships with prebuilt integrations including the following:

New integrations can be built either as part of an implementation project or post-implementation.

Pricing

xAssets SAM is available as part of the Enterprise Edition of xAssets IT Asset Management Software.

Enterprise Edition
Base license includes two users
  • Cloud Hosted or On-Premise
  • Named, concurrent and light users
  • Discovery licensed per endpoint
  • Integration to all cloud and IT apps
  • Procurement
  • Barcoding
  • Software Asset Management
  • Contract Management
  • Configurable - we do it for you
  • Workflow built to requirements

Get a Demo

What’s Included?

  • Demo shaped to your needs
  • Free instance

    Free Instances Explained

    Free instances are free forever and can show demo data or your data.

    IT asset management free instances

    • Single user, 100 endpoints, 1,000 total assets
    • Includes network discovery (optional)
    • SNMP based devices are included free
    • Single Sign On (SSO)
    • Does not support Intune, SCCM, procurement, contracts, barcoding, configuration, or workflow

    Fixed asset management free instances

    • Single user, 1,000 fixed assets
    • Includes all fixed asset register features
    • Single Sign On (SSO)
    • Does not support depreciation, CIP, procurement, barcoding, planned maintenance, configuration, or workflow

    During Evaluation

    • No licensing, integration, or module restrictions
  • Strategic advice
  • All the expert help you need
  • Written proposal and quote
Porsche

A Large Telecom Provider


Achieved our targets in half the time

We needed agentless discovery, strong reporting and BI, notifications and workflows adjusted to fit our processes. This was done quickly and efficiently by the implementation team. We were up and running within a couple of days and we can use the product from any mobile device or browser so we don't have to maintain clients or agents. Very happy.

Pros: The implementation team are awesome. We provided them with a simple list of needs and they were able to go far beyond this in a relatively short time scales just from their experience and insight. Within a couple of days we had a full network discovery of 4,000 nodes completed, and SCCM integration was completed for our NJ network as soon as access was granted.

Cons: Not much to complain about, the software itself is very good. Reporting in SAM and ITAM will always be complex, but the query drilldown capabilities within the product allowed us to build a custom set of onscreen reports very quickly so we can see exactly where our ITAM function needs attention

Get a Demo Next Review

Technical details

Affinity rule engine

Allocation rules are defined in a configurable ruleset which can be changed in the user interface. Built-in rules cover department, location, cost-centre and custodian matching, with exact and hierarchy variants, plus CPU architecture and core-count preferences. Custom rules can be added per customer using calculated fields. Direct asset-to-license assignment overrides affinity where required.

License type coverage

  • Per user
  • Per computer
  • Per physical core
  • Per physical processor
  • Concurrent user
  • Subscription with start and end dates
  • Free and developer editions tracked but not licensed

Reporting and data model

Every SAM metric is available as a calculated field that can be combined with any other asset attribute in user-defined queries and reports. Field names prefixed with "Product" aggregate across all licenses for a product; the other fields are computed at the individual license level.

Click here to view a table of Calculated Fields available to SAM queries and reports

Security and deployment

  • Hosted by xAssets, or on-premise in customer data centres
  • Single Sign On
  • SCIM provisioning for user lifecycle
  • Row-level security through the rights and roles engine
  • Full audit trail of data changes
  • Database backups and point-in-time restore

Per license scope rules

Each product and license can carry a scope which allows department, location or cost-centre matching either as a preference, or as a requirement. A license for the New York office can be restricted to assets in New York, or can prefer assets in New York (or in sub-locations within New York). When installed on the product, all licenses follow the rule unless a license contains a more specific rule. Defaults inherit from the product catalogue, so scoping can be set once and applied globally.

Multiple license coverage

Two or more licenses can be used to cover a single consumption. For example, a 32-core server bought in 2022 with a 16-core license, topped up with a second 16-core license in 2024, is fully covered. Both licenses are attributed and both purchase events appear on the license records.

Multi-license coverage A 32-core server is fully covered by two 16-core licenses purchased at different times. Both purchase events are recorded. 32-core server single consumption · 32 cores required 16-core license purchased 2022 covers cores 1-16 16-core license top-up purchased 2024 covers cores 17-32 Both licenses are attributed. Both purchase events appear on the license records.

Downgrade and free editions

Downgrade rules can be set per product and can be "any earlier version", "one version back", or "no downgrade". Both giver and receiver perspectives are reported. Free editions (Express, Developer, Community) are tracked as consumptions without grants and do not consume paid capacity.

Common questions

Further reading

Bmw logo Fujitsu logo Lloyds logo Porsche logo Tdbank logo Volvo logo Panasonic top logo logo Scotamb logo Sjc logo Unc logo Prh logo Mass logo Wpc logo Andersen logo Bma logo Edt-engie logo Essilor logo Floridacrystals logo Fremantle logo Fullcompass logo Globecast logo Healthcareimprscot logo Insight logo Ktc logo Milwaukee logo Morrison-hershfield logo Mtprint logo Newmont logo Samaritanspurse logo Talisys logo Wiley logo Wsp logo