Software Asset Management Foundation plugin migration
Summarize
Summary of Software Asset Management Foundation plugin migration
This migration guide explains how ServiceNow customers can transition from the Software Asset Management (SAM) plugin to the more advanced Software Asset Management Foundation plugin. While some changes occur automatically during activation, customers must perform manual steps to complete the migration, especially regarding customizations and configurations.
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Automatic Changes During Activation
- Table Renaming: Key tables are renamed to align with the new plugin terminology:
- almlicense (Software License) becomes Software Entitlement
- almentitlementuser (User Entitlement) becomes User Allocations
- almentitlementasset (Device Entitlement) becomes Device Allocations
- New tables and script includes are added to support enhanced functionality.
- The License Key field values from Software Entitlements are migrated to the License Key table.
- Field values are updated and transferred, such as:
- Inference mandatory field for software suites is transferred appropriately.
- Rights field in Software Entitlements is renamed and split into Purchased rights and Active rights.
- Software entitlement allocations are set based on software models and aggregated when multiple allocations exist for the same user/device.
- Forms and list layouts for Software Models, Entitlements, Discovery Models, and Software Installations are modified to fit the new application structure.
Functionality Disabled After Migration
- License and Software Counters: The scheduled job for SAM License Counters is deactivated, disabling software counters.
- Auto-match Functionality: The feature that automatically matches discovery models to software models is disabled.
- Navigation Menu: The original SAM plugin navigation menu is renamed and deactivated.
- Legacy Business Rules: Business rules applied to discovery models in the previous plugin are disabled.
Manual Actions Required by Customers
To complete the migration successfully, customers must manually perform the following after plugin activation:
- Overwrite any customizations made to forms and lists, as these are not automatically migrated.
- Manually configure specific fields in software models, software entitlements, and user/device allocation forms to ensure data integrity and functionality.
These manual steps are essential to fully leverage the enhanced features of the Software Asset Management Foundation plugin and maintain customized workflows and interfaces.
Migrate from the Software Asset Management plugin to the Software Asset Management Foundation plugin to take advantage of more powerful features. Manual actions by the customer are required after plugin activation.
After automatic changes are performed during plugin activation, successful migration from the Software Asset Management (com.snc.software_asset_management) plugin to the Software Asset Management Foundation (com.snc.sams) plugin requires a Overwrite customizations for Software Asset Management migration to be performed by the customer.
Customizations to forms and lists may need to be manually overwritten by the customer after plugin activation. In addition, certain fields in software models, software entitlements, user/device allocations forms require manual configuration by the customer after plugin activation.
Automatic changes
- Tables
- Table labels renamed
Table Original Label New Label [alm_license] Software License Software Entitlement [alm_entitlement_user] User Entitlement User Allocations [alm_entitlement_asset] Device Entitlement Device Allocations - Adds new tables and script includes.
- Adds any string value in the Software Entitlements License key field to the License Key [samp_sw_license_key] table
- Table labels renamed
- Field names and values
- Inference mandatory field
For software models that have suite components (to bundle software models), the Inference mandatory field value in the Software Suite [cmdb_m2m_suite_model] table is transferred to a new Mandatory field
- Rights field
The Software Entitlements (formerly Software Licenses) Rights field value in the License Entitlements [alm_entitlement] table is transferred to a new Purchased rights field, and name changed from Rights to Active rights
- The Software model field for a software entitlement allocation (Software Entitlement [alm_license] table) is automatically set to the software model on the entitlement (License Entitlements [alm_entitlement] table)
- The quantity for a software entitlement allocation (License Entitlements [alm_entitlement] table) is set to 1 unless there are multiple allocations
If there are multiple software entitlement allocations for the same user or device, the allocations are aggregated into one record, the quantity is set to the count of aggregated records, and duplicate allocations are not allowed.
- Inference mandatory field
- Forms and listsSoftware Models, Entitlements (formerly Software License), Discovery Models, and Software Installations form and list layouts are modified to fit the new applicationNote:Any customizations to these forms and lists must be manually overwritten after plugin activation.
- Functionality
Table 1. Functionality disabled Functionality Description License and software counters The scheduled job trigger for SAM License Counters is changed to None so that it is deactivated, and software counters are disabled. Auto-match functionality The auto-match functionality, which attempts to match a discovery model to a corresponding software model, is deactivated. Navigation menu The navigation menu for the Software Asset Management plugin is deactivated and renamed. Business rules Legacy business rules applied to discovery models are disabled.