SAM Step 2: Match software with licenses

Contact Us
Call us to discuss your business requirements
Find an IT Expert
Find a Microsoft solution partner in your area:
Enter Postcode:
Search by Solution
 
Resources
Ask the Experts
Register for our newsletter
Sign up for Events & Webcasts
View your Microsoft Licence Statement
Search case studies
 

Related Links

An example of how a company matches its software with licenses

Step 3: Review policies and procedures

Microsoft U.S. local government account representatives

Download

Microsoft Excel fileLicense summary report template.xls
16 KB
Microsoft Excel file

Microsoft Excel fileSoftware and license summary report template.xls
16 KB
Microsoft Excel file

Get Office File Viewers

Portable Document Format fileSoftware license documentation presentation.pd
74 KB
Portable Document Format file

Get Adobe Reader

Step 2: Match software with licenses

Now that you know which software titles are installed on your company’s PCs, it’s time to match the software with the licensing documentation.

Before you begin, it is important to understand what documentation you need as evidence of licensing for each type of software your company owns. You can find more information about license documentation in the Licensing Basics section of Microsoft.com.

On This Page
Finding license documentationFinding license documentation
License documentation safekeepingLicense documentation safekeeping
Compare the dataCompare the data

Finding license documentation

After you know what you’re looking for, how do you find it? The first step is to contact the person(s) responsible for new software acquisition in your company.

If you have a centralized purchasing department, start there

If each department is responsible for their own software acquisition, get in touch with the department managers.

Your information technology (IT) department might have additional documentation such as software manuals and original product CDs.

If your company participates in one of Microsoft’s Volume License Programs, there are special Web sites you can visit to access your license documentation.

If you have an Open License agreement, visit the secure eOpen site.

If you have a Select License or Enterprise Agreement, the Microsoft Volume Licensing Services site contains all of the information you need.

If you still have difficulty in locating your license information, contact your reseller(s) for help.

License documentation safekeeping

After you have found all of your license documentation, store it in a safe place (off-site if possible). If your company decides to keep license documentation onsite, use of a fire-proof, waterproof, lockable cabinet or safe is recommended.

Compare the data

After you have collected all of your company’s license documentation, record the information in a report. Then compare this report to the software inventory report you prepared in SAM Step 1. You could even use the same summary report used in Step 1 for this comparison. It should be easy to see where your company is over-licensed and/or under-licensed.

Software Installed
Product NameVersionTotal InstallationsTotal Licenses OwnedLicense Excess of Deficiency

Office

XP

14

12

-2

Office

2000

12

12

0

Windows

XP

12

10

-2

Windows

2000

37

40

+3

If your company is over-licensed, software assets are going to waste. The software may be installed on additional PCs until the number of licenses equals the number of installs.

If your company is under-licensed, now is the time to acquire additional licenses through an authorized Microsoft software reseller.



Was This Information Useful?