- Introduction
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ITAM Operations Introduction 0 hr 1 min
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ITAM Operations Course Agenda
- Class Materials
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IT Asset Management Operations Training Guide
- Reserve a Training Environment
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ITAM Operations Self-Paced Class Schedule
- Fundamentals
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Fundamentals Outline
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ITAM Terminology 0 hr 4 min
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Navigating Menus and the User Interface 0 hr 20 min
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Managing Enterprise Groups & Categories 0 hr 8 min
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Managing ITAM Users 0 hr 6 min
- Device and Applications
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Device and Applications Outline
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Navigating & Managing Inventory 0 hr 11 min
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Exercise: Ignoring Inventory 0 hr 2 min
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Managing Hardware Assets 0 hr 11 min
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Navigating & Using Hardware Asset Views 0 hr 5 min
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Exercise: Creating Assets from Inventory 0 hr 2 min
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Navigating & Managing Evidence 0 hr 6 min
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Exercise: Creating Application from Unrecognized Evidence 0 hr 4 min
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Managing Applications 0 hr 7 min
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Navigating & Using of Application Views 0 hr 5 min
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Exercise: Application Status Management 0 hr 4 min
- Vendors and Publishers
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Vendors and Publishers Outline
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Navigating & Managing Vendors 0 hr 5 min
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Exercise: Vendor Creation 0 hr 2 min
- Contracts
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Contracts Outline
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Managing Contracts 0 hr 13 min
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Navigating & Using Contract Views 0 hr 5 min
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Exercise: Creating Contract Record 0 hr 4 min
- Purchases
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Purchases Outline
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Managing Purchases 0 hr 13 min
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Navigating & Using of Purchase Views 0 hr 4 min
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Exercise: Creating Purchase Record 0 hr 5 min
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Importing Purchase Orders 0 hr 8 min
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Exercise: Downloading Purchase Template 0 hr 1 min
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Exercise: Importing Purchase Template 0 hr 2 min
- License Creation
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License Creation Outline
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Exercise: License Creation without SKU 0 hr 5 min
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Exercise: License Creation with Multiple Purchases 0 hr 4 min
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Exercise: License Creation with Recognized SKU 0 hr 3 min
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Exercise: Creating Multiple Licenses from Recommendations 0 hr 4 min
- IBM Licenses
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IBM License Outline
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IBM Sub-capacity System Requirements 0 hr 3 min
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Configuring ITAM for Frequent Scanning 0 hr 2 min
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Configuring ITAM for Sub-capacity Calculations 0 hr 2 min
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Archived Inventory Overview 0 hr 2 min
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IBM License Consumption Overview 0 hr 7 min
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IBM Cloud Pak Review 0 hr 10 min
- Oracle Licenses
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Oracle License Outline
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Oracle Instance Overview 0 hr 3 min
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Oracle License Consumption Overview 0 hr 4 min
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SAM Optimization Hub - Oracle Overview 0 hr 2 min
- Microsoft Licenses
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Microsoft License Outline
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Microsoft License Consumption Overview 0 hr 5 min
- License Allocations
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License Allocations Outline
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Creating and Managing License Allocations 0 hr 7 min
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Exercise: Creating License Allocations 0 hr 4 min
- Reconciliation
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Reconciliation Outline
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Reconciliation Overview 0 hr 5 min
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Exercise: Starting a Reconciliation 0 hr 2 min
- License Maintenance
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License Maintenance Outline
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Exercise: Processing a License Upgrade 0 hr 4 min
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Exercise: Processing a Partial Maintenance Renewal 0 hr 4 min
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Exercise: Splitting License after Partial Maintenance Renewal 0 hr 4 min
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Exercise: Processing a Full Maintenance Renewal 0 hr 2 min
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Exercise: Processing a Subscription Renewal 0 hr 3 min
- SaaS Management
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SaaS Management Outline
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Navigating SaaS Menus & User Interface 0 hr 6 min
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Managing Applications & HR Roster Overview 0 hr 10 min
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Preparing for the collection of SaaS Inventory 0 hr 11 min
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Exercise: Activating an Integrated Application from a SSO integration 0 hr 2 min
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Exercise: Creating a license for SSO activated integration 0 hr 4 min
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Exercise: Populating Licenses for Microsoft 365 0 hr 4 min
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Exercise: Populating License for Salesforce 0 hr 4 min
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Managing Integrated Applications for Salesforce AppExchange 0 hr 4 min
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Power BI Reporting for Managed Applications 0 hr 2 min
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Power BI Template Setup and Review 0 hr 4 min
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Exercise: Enabling SaaS to ITAM Integration 0 hr 2 min
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Integration Results Overview 0 hr 6 min
- License Management
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License Management Outline
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License Record Overview - Compliance 0 hr 7 min
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License Record Overview - Identification 0 hr 8 min
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License Record Overview - Use Right and Rules & Applications 0 hr 12 min
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License Record Overview - Purchases & Financials & Contracts 0 hr 4 min
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License Record Overview - Consumption 0 hr 8 min
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License Record Overview - Restrictions & Group Assignments & Ownership 0 hr 4 min
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Navigating & Using License Views 0 hr 7 min
- Reporting
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Reporting Outline
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Navigating & Using Reporting Views 0 hr 12 min
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Exercise: Creating a Custom Report 0 hr 6 min
- Automation
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Automation Outline
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Automation Overview 0 hr 3 min
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Exercise: Creating an Automation to Schedule a Report Delivery 0 hr 3 min
- License Restrictions
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License Restrictions Outline
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License Restrictions Overview 0 hr 3 min
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Exercise: Applying a Report Restriction to a License 0 hr 2 min
- Governance
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Governance Outline
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Dashboards Overview 0 hr 6 min
- Knowledge Check - Quiz
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ITAM Operations Fundamentals Quiz 0 hr 15 min
- Additional Materials
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Container Inventory 0 hr 3 min
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ITAM Best Practices (Events & Webinars)
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Software License Optimization Guide
IT Asset Management Operations Self-Paced
Self-paced training for IT Asset Management Practitioners
This class aims to enable users to effectively utilize the operational functions of Flexera One IT Asset Management Operations. This class will guide you through navigating the interface and explore the basics of IT Asset Management such as Licensing, Procurement, Contracts, Assets, Inventory, SaaS Management, and Governance. This course content is designed to be used in two ways:
Video Tutorial where you can navigate to the specific module and review the recorded content.
Hands-on where you can register for one of our Flexera One Training environments to follow the hands-on exercises in the deck and recordings.
Class Duration: Use of the training environment for seven days.
Completion of Course: To complete this class you will need to:
- Review the course materials
- Schedule and complete your hands-on exercises
- Pass the Fundamentals Quiz
Upon completing the tasks you will earn the course completion certificate which can be posted to LinkedIn.
NOTE: If you are performing the exercises in a training environment, the dates in the recorded content can differ from the course guide. Always use the dates and instructions in the downloaded course guide when performing exercises.
Agenda
Fundamentals
- ITAM Terminology
- Navigating Menus & User Interface
- Managing Enterprise Groups & Categories
- Managing ITAM Users
Devices & Applications
- Navigating & Managing Inventory
- Exercise: Ignoring Inventory
- Managing Hardware Assets
- Navigating & Using Hardware Asset Views
- Exercise: Creating Assets from Inventory
- Navigating & Managing Evidence
- Exercise: Creating Application from Unrecognized Evidence
- Managing Applications
- Navigating & Using of Application Views
- Exercise: Application Status Management
Vendors and Publishers
- Navigating & Managing Vendors
- Exercise: Vendor Creation
Contracts
- Managing Contracts
- Navigating & Using Contract Views
- Exercise: Creating Contract Record
Purchases
- Managing Purchases
- Navigating & Using of Purchase Views
- Exercise: Creating Contract Record
- Importing Purchase Order
- Exercise: Downloading Purchase Template
- Exercise: Importing Purchase Template
License Creation
- Exercise: License Creation without SKU
- Exercise: License Creation with Multiple Purchases
- Exercise: License Creation with Recognized SKU
- Exercise: Creating Multiple Licenses from Recommendations
IBM Licenses
- Sub-capacity System Requirements
- Configuring ITAM for Frequent Scanning
- Configuring ITAM for Sub-capacity Calculations
- Archived Inventory Overview
- IBM License Consumption Overview
Oracle Licenses
- Oracle Instance Overview
- Oracle License Consumption Overview
- SAM Optimization Hub - Oracle Overview
Microsoft Licenses
- Microsoft License Consumption Overview
License Allocations
- Creating and Managing License Allocations
- Exercise: Creating License Allocations
Reconciliation
- Reconciliation Overview
- Exercise: Starting a Reconciliation
License Maintenance
- Exercise: Processing a License Upgrade
- Exercise: Processing a Partial Maintenance Renewal
- Exercise: Splitting License after Partial Maintenance Renewal
- Exercise: Processing a Full Maintenance Renewal
- Exercise: Processing a Subscription Renewal
SaaS Management
- Navigating SaaS Menus & User Interface
- Managing Applications & HR Roster Overview
- Preparing for the collection of SaaS Inventory
- Exercise: Activating an Integrated Application from a SSO integration
- Exercise: Creating a license for SSO activated integration
- Exercise: Populating Licenses for Microsoft 365
- Exercise: Populating License for Salesforce
- Exercise: Enabling SaaS to ITAM Integration
- Integration Results Overview
License Management
- License Record Overview – Compliance
- License Record Overview – Identification
- License Record Overview - Use Right and Rules & Applications
- License Record Overview - Purchases & Financials & Contracts
- License Record Overview – Consumption
- License Record Overview - Restrictions & Group Assignments & Ownership
- Navigating & Using License Views
Reporting
- Navigating & Using Reporting Views
- Exercise: Creating a Custom Report
Automation
- Automation Overview
- Exercise: Creating an Automation
License Restrictions
- License Restrictions Overview
- Exercise: Applying a Report Restriction to a License
Governance
- Dashboards Overview
