CAL License Summary Report

The CAL License Summary report lists the total number of users and devices which have accessed applications

licensed with CALs, as well as access inventory for SaaS license types. This report assists software asset managers to identify users/devices using CALs across business unit, geographic location, and/or cost center, and then use this information to accurately chargeback licensing costs to the correct groups within the enterprise.

Generating the Report

To generate the report, perform the following steps.

To generate a CAL License Summary report:

1. Go to the CAL License Summary report (Reporting > License Reports > CAL License Summary).
2. Click Run report to display the results for all licenses and all CAL types.

Limiting the Report Results

Located from left to right below the report title are the following filters and search fields:

Limiting the Report Results

Search / Filter

Description

Using the standard filter labeled CAL type 

Choose one or more CAL types from the adjacent drop-down list. You can choose Microsoft Device CAL, Microsoft User CAL, and/or SaaS User.

Using the search field titled Licenses 

Click the search icon and choose one or more licenses. This displays a standard filter labeled Applications which lists all applications associated with the selected license(s). You can optionally refine your selection further by choosing a single application from the adjacent drop-down list.

For help with the search, see To Use a Fly-Down.

Reading the Report

The following columns (listed alphabetically) are available in this list. By default, some are available through the column chooser.

CAL License Summary Report Properties

Property

Description

Allocated

The number of license entitlements allocated to computers or end-users. Those with allocations have top priority consuming from this license, and cannot consume from any other. Allocations may also be set (per license) to always count as consumption (regardless of inventory). For each inventory device, you can also modify the behavior of allocations.

The Allocation type value is editable in the Consumption tab of the license properties. Furthermore, the type of allocation can be adjusted on the Licenses tab of the inventory device properties.

Compliance status

Whether or not the current use of software under this license complies with the license terms and conditions.Values may be:

• At risk—Consumption exceeds entitlements. Consider uninstalling some software, or finding more purchase records, or making new purchases to cover the shortfall.
• Compliant—The calculated consumption is less than or equal to the total recorded entitlements (these may be recorded in one or many purchases linked to this license). If your data input is complete and accurate, this license is in good shape.
• Not tracked—This is the initial (default) value for CAL Legacy licenses, because the compliance status of these license types is not calculated by license reconciliation process. However, you can manually set the compliance status value in the Compliance tab of the properties for these licenses.
• Unknown—Inventory data cannot be used to determine the compliance status of this license. Typical reasons may include:
• Missing calculations—You haven't yet run a compliance calculation (called a Reconcile, available through Data Collection > Process Data > Reconcile, or run automatically overnight).
• Missing applications—The license has no application linked. You can identify the installed software and link it to the license; or as a short-term workaround, you can switch to the Consumption tab, allocate the license to specific computers (or end-users, depending on license type), provided that in the Use rights & rules tab you expand the License consumption rules section and select the Allocations consume license entitlements check box.
• Missing inventory details—This license may require details from hardware inventory that are currently not available. Consider augmenting the inventory on these computers with direct inventory gathering by IT Asset Management through an inventory beacon.

Not editable.

Consumed

The number of license entitlements (or points) consumed across the enterprise.

Tip:Access rights on an operator's role may restrict the values that the operator is entitled to see. An unrestricted view provides the total consumption that should be balanced by purchases.

Not editable. This value is the result of the latest compliance calculation (the time and date of which is displayed at the top right of every web page).

Edition

The edition property of the license, which may or may not be the same as the edition of the licensed application.

Editable in the Identification tab of the license properties.

Exempted by role

The number of accessing devices or users that are exempt from the consumption calculation. This requires both device or user being set as Exempt by server role on the Consumption tab of the license properties page, as well as the Device role being set to Exempt in the Inventory Device Properties page.

License, Application

The license name can be expanded to show a list of all applications associated with the license. Application data is not displayed for most columns and cannot be added.

License type

The kind of license, which determines what properties are available for the license, and how compliance is calculated for the license. For details of an individual license type, please see the appropriate entry in Terminology.

Editable in the License type field in the Identification tab of the license properties.

Purchased

The total number of license entitlements recorded for this license. This is the sum of the Entitlements from purchases and Extra entitlements values stored in the properties of the license. This is the number of licenses your enterprise is entitled to consume.

Not directly editable. The value changes as you:

• Link purchases to a license (for example, through the Purchases tab of the license properties)
• Edit a value in the License entitlements column of the Purchases tab of a license
• Change the Extra entitlements field in the Compliance tab of the license properties.

Shortfall/Availability

Displays the result of Entitlements from purchases plus Extra entitlements minus Consumed fields shown in license properties. The result is positive when you have surplus entitlements (according to the last license consumption calculation), and negative when you are under-purchased.

Tip:Used and Allocated quantities are not taken into account here.

Not editable. Visible at the Available Entitlements field on the Compliance tab of the license properties.

Used

The number of installations of the licensed applications actively being used. Shows a zero if:

• Usage thresholds are not set for the application(s) linked to the license
• Usage data is not collected in inventory for the linked applications
• Nobody used this application throughout the time-span specified in the Usage period field on the Usage tab of the application's properties (by default, three months).

If a non-zero Used count is less than the Consumed count, you may be able to harvest licenses by uninstalling applications.

The Used value is not editable, and is set by the most recent compliance calculation.

Users/Devices (accessing)

The number of distinct devices or users accessing the application which is covered by this license.

Note:Information only displays in this column for applications and not for licenses.

Version

The version assigned to the license. This may be tracking versions of a linked application, or may an independent value.

The license Version is editable in the Identification tab of the license properties.