Using Software Reclaim

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Software Reclaim is for software administrators, security managers, financial officers, and end users. This article covers the core functionality in Software Reclaim.

You can access Software Reclaim under the Solutions tab when you log in to the DEX Platform. Platform Modules and Solutions visibility depends on your license agreement. To find out more about licensing and get the complete Digital Employee Experience Platform, contact your account Team.

If you experience issues with missing software from the software reclaim process, you will need to normalize the software using the Catalog. This normalization step ensures that all software entries are standardized and accurately represented, which can help resolve discrepancies and improve overall software management. Refer to Catalog for more details.

The Savings Opportunities page provides an overview of what software titles are being used and identifies reclaim opportunities that will reduce your software costs.

Page view options

The default page view is a software-centric view showing you every relevant software title in your estate. whether licensable or non-licensable.

You can configure the Savings Opportunities page using the top toolbar to show either a device or software-centric view based on either relevant licensable or non-licensable software only by clicking the following icons as indicated:

  1. Device Centric View: Updates all fields to display device-centric data.

  2. Software Centric View: Updates all fields to display software-centric data.

  3. Relevant Non-Licensable Software: Focuses on your software that is not licensable and is identified as relevant.

  4. Relevant Licensable Software: Highlights software that is licensable and has not been manually marked as non-relevant.

  5. Select Vendors: A dropdown list of all software vendors represented across your estate. You can select one or more vendors at a time.

  6. Select Titles: A dropdown list of all software titles represented across your estate. The list is auto-populated based on the selected vendors.

For example, if you filter the page to a device-centric view showing all software titles in your estate, whether relevant licensable or non-licensable, you may want to find data for a specific vendor and title. Selecting Microsoft Corporation as the vendor, choosing Edge from the software dropdown, and clicking Go displays data for the selected vendor and associated software title.

Summary tiles

The summary tiles reflect your selected page view options.

  • No License Required Software Titles or Licensable Software Titles: The total number of variations across all software titles in your environment.

  • Potential Savings (USD $): The total potential savings if you remove all software that does not have the status Used.

  • Achieved Savings (USD $): The value of software automatically removed due to Software Reclaim policies since the start of the year. Clicking this panel takes you to Savings Achieved.

Device Centric View

When you select Device Centric View, the following tiles are displayed:

Used and unreported

This tile shows the distribution of installations in the three usage categories: Used, Rarely Used and Unused. Clicking on a category updates your page view to match your selection.

  • Used (blue): Software that has been actively utilized withing 30 days.
  • Unused (red): Software that has not been accessed in last 90 days.
  • Rarely Used (orange): Software last accessed between 30 and 90 days ago.
  • Unreported (gray): Software for which usage data is not available. The information icon provides the possible reasons for why the software is unreported:

    • No Device Usage: Device not reporting software usage.

    • No Product Usage: Catalog mapping for .exe and normalized inventory missing or incorrect.

    • No Usage Reported: No product activity detected on the device since reclaim has been enabled.

Administrators who want to reclaim unused software to recycle licenses can use this information to set their reclaim policies.

Location

The bar chart shows software installations by location. You can filter this view by clicking the location bar or by using the dropdown menu.

Management Groups

This chart displays Management Groups configured in the DEX Platform in descending order according to their device membership. You can focus on a specific Management Group by either choosing it from the dropdown menu or by clicking it in the bar chart.

The bar at the bottom shows the total number of devices in each Management Group. For details about Management Groups and how to use them in the DEX Platform, refer to Management Groups.

Department

This tile allows you to filter your view according to the Persona Types and/or Work Style you have created by using the dropdown menu or clicking a column in the bar chart.

To add and configure Personas and Work Style, navigate to Solution Settings > Configuration > Persona Management. Refer to Solutions Core configuration for more information.

Software Centric View

When you select Software Centric View, the following tiles are displayed:

Used and unreported

For further details, refer to Used and unreported.

Licensable Software: Top 10 titles by install count

This chart displays licensable software in descending order according to install count. You can filter the page on a specific title by clicking it in the bar chart. By hovering your mouse over each colored section of the bar chart, you can see the reclaim value for each category of software, from Used, Rarely Used, and Unused.

Top 5 savings opportunities

This chart displays the top five savings opportunities in descending order according to dollar saving. You can filter the page on a specific title by clicking it in the bar chart.

Summary table

It displays a summary of devices or titles based on the how you have filtered the Savings Opportunities page. Clicking on elements on each page tile allows you to focus on areas of interest.

Items highlighted in blue allow you to filter and explore the results further. For example, viewing the Savings Opportunities page using the Software Centric view with Relevant Non-Licensable Software shows there are six results of unreported installations of .NET Core Host from Microsoft Corporation. Clicking the total displays a drawer showing you six installations of three different version/architecture combinations across six devices.

The software title view includes a checkbox that allows users to mark any software title as relevant. (Check is relevant and uncheck is non-relevant.) Once a title is marked as non-relevant, it will be moved to the Configure Relevant Software List page. The dashboard data will be refreshed after twenty four hours.

Savings Achieved provides details on savings achieved in the selected time period. For each report, you can choose which status you want to view by clicking the status listed at the bottom of each panel.

Reclaim History

The Reclaim History table can be customized using the filter and by clicking the three lines in the first column and choosing which columns to display.

Once a reclaim rule has been created and sent to the end user, you can asses the reasoning provided by the end user for wanting to keep their software. Additionally, you have the option to reject the reasoning and initiate an uninstall event.

Most settings are common to all Solutions. For these common settings, refer to Solutions getting started.

Only settings specific to this Solution are covered here.

Specific Software Reclaim Core Stats are available to view on this page.