Unicenter Asset Portfolio Management Service Release Summary John Fulton Director, Product Management, Unicenter APM February 14, 2008 CA Blue R0 G132 B201 CA Green R51 G158 B53 CA Dark Blue R0 G132 B201 CA Dark Green R51 G158 B53 CA Light Blue R0 G132 B201 CA Light Green R51 G158 B53 CA Gray R106 G105 B100 CA Tint Gray 30 R218 G218 B203 CA Tint Gray 10 R246 G246 B246

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Agenda  Service Release Overview  Enhancement Overview  Enhancements  Demonstration  Summary

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Overview  The UAPM Service Release was designed to: -Address a number of common r11 usability issues reported by customers -Improve navigation and reduce the number of keystrokes -Include a number of Argis wizards not delivered in the initial UAPM r11 release -Bundle a number of new options currently available on SupportConnect

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancements Overview  Usability and Navigation Enhancements -Default basic search values to previously used value -Usability enhancements within advanced search:  Management of existing criteria  Adding ability to control field order -Audit Trail Enhancements  Exposing time stamp  Sort Order ascending based upon date and time -High growth Dropdown lists replaced by Lookups -All lookups now support the ability to resolve or narrow down search without opening a search window. This is activated by tabbing out of the field. -Improved Cost Center Hierarchy creation and management  All Level 2 Fixes are rolled into this release

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancements Overview  New Wizards -Subgrouping Assets (web) -Copying Assets or Legal Documents (web) -Change Asset Model (web) -Mass Change (web) -Wizard Progress window (web) -Hardware Migration (APM Utility) Note: All web wizards are limited via application security  Create additional software asset types  Reverse search on entitlements for Companies, Contacts and Locations  Available today on SupportConnect but bundled in this release: -APM Import Tool -Argis to UAPM Post-Migration Utility

Navigation Enhancements UAPM

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Default Basic Search Remembers the last ‘search by’ criteria field for each user for each object.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Advanced Search Navigation and Management  Added ability to control field order  Added ability to identify field position when selecting a new field. The new field will be inserted above the selected ‘Display’ field. Easily move fields up and down the list.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Advanced Search Navigation and Management  Improved Management of Existing Criteria -Prior to this release, to remove one criteria you had to remove all criteria. We have added a button to allow you to remove individual criteria. -The user will now be prompted to save any criteria changes when trying to run an advanced search after making changes and not saving them. Added ‘Delete’ button You can also view and change the logical operator (and/or)

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Audit Trail  Added time to the ‘Last Update Date’ field  Sort order is now descending based upon both date and time Added ‘time’ to Last Update Date field

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: ‘High Growth’ Dropdowns replaced by Lookup Lists  All dropdowns identified as ‘High Growth’ have been replaced by Lookup Lists. -High Growth constitutes any list which has the potential to have a long list of values. This includes many relationship fields (ex. the contact, location, and company on the asset screen) and dropdown lists including cost center, department and GL code.  In conjunction with the conversion to a lookup list, the user can now enter text and ‘tab out’ to perform a search and receive a short list of matching values. -If only one value is found, the field is populated.  The result is fewer key strokes for quicker navigation and data entry.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: ‘High Growth’ Dropdowns replaced by Lookup Lists Lookup Lists Simply typing ‘sm’ in the last name field gives you a short list of matching values.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Cost Center Hierarchy Management  The screen to create and manage the cost center hierarchy has been improved.  The hierarchies values were moved from the left- hand side to the window to better manage larger numbers of records.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Cost Center Hierarchy Management Pre , all cost center hierarchies were managed through the tree structure on the left- hand side.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Cost Center Hierarchy Management Now all hierarchy values are managed in the window to better handle larger volumes of records.

New Functionality UAPM

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizards  New Wizards -Subgrouping Assets (web) -Copying Assets or Legal Documents (web) -Change Asset Model (web) -Mass Change (web) -Wizard Progress window (web) -Hardware Migration (APM Utility) Note: All web wizards are limited/controlled via application security

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Subgrouping  Moved from APM Client to Web Interface  Same functionality as was available in the client  Wizard steps you through: -Subgrouping Action -Select Information to Copy -Enter Values -Add Notes Option -Summary

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Subgrouping

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Subgrouping

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Copy  Available for both Assets and Legal Documents  Wizard steps you through: -Defining Number of Copies -Select Information to Copy -Enter Values -Add Notes Option -Summary

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Copy

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Copy

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Change Asset Model  Was available in Argis via the Administration client  Allows you to reassign existing assets to a different model  Typically used when customers identify duplicate models and want to consolidate them  Also available to identify assets not assigned to models which can occur if you create assets in Unicenter Service Desk  A wide array of fields are available for mass change on each major object.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Change Asset Model New Icon

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Change Asset Model

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Mass Change  Available for all major objects (assets, contacts, legal documents, locations, models, organizations, sites, and companies)  Only accessible through the advanced search  Allows you to identify which records are eligible for the mass change based upon your advanced search results.  Allows you to: -Change all search results records -Only those records matching the field value you entered -Only those records where the field you selected is null

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Mass Change New Button on Advanced Search Results Screen

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Mass Change

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Web Wizards  Additional notes on the web wizards: -Wizard Progress Window -Security

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Web Wizards: Progress Window From the homepage select the new ‘Wizard’ icon to get to this window Dropdown lists all wizard jobs in the past 5 days. Select a job to view the detailed activity.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Web Wizards: Security Security limits which users can run these wizards by role. Note: By default, only the Administrator will have access to the wizards.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Migrate Hardware  Available from the APM Utility  Same functionality which was available in Argis  Wizard to move software from one hardware asset to another.  Wizard steps you through: -Selecting current and new hardware assets -Select software to move -Option to add note and update relationship dates -Perform migration

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. New Wizard: Migrate Hardware

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Create Additional Software Asset Types  Only the ‘Software’ asset type exposes the screen which presents the software license attributes.  PROBLEM: For those customers who created their own asset types, they could not identify an asset type of ‘software’ to show the software attribute screen.  This enhancement allows users to flag any asset type as software to expose and capture the software license attributes.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Create Additional Software Asset Types Software Screen which includes software license attributes

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Create Additional Software Asset Types ‘Is Software’ option added to identify if the asset type inherits software characteristics

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Reverse Search on Entitlements  For those customers managing a large number of software entitlements, it was difficult to locate a specific entitlement from within the software record.  The reverse search enhancement allows you to search on entitlements from the ‘entitlee’ which now includes asset, contact, location and company. -Prior to you could only see software entitlements from a hardware asset. -This enhancement adds contact, location and company.

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Enhancement: Reverse Search on Entitlements From the Software Asset Screen you can assign a contact, asset, company or location. New nodes have been added to contact, location and company screens to show the reverse relationship.

New Utilities Bundled UAPM

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Bundled Tools and Utilities  APM Import Tool  Post-Migration Utility (Argis to UAPM r11 utility)

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.  Only applies to customers who haven’t migrated from Argis to UAPM r11  Provides a number of automated tasks to modify/enhance your data, reducing the migration effort  Prior to this utility, several of these activities required ADT and/or coding.  Designed to address the most common migration activities  Provides a central console to perform post migration tasks Post-Migration Utility Argis to UAPM Migration Utility

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Post-Migration Utility Argis to UAPM Migration Utility

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.  Simplifies the import process  Uses the UAPM API to ensure data integrity  Requires UAPM 11.3 or higher  Includes foundational import functionality -Flat file support with delimited files -Ad hoc mappings – i.e. allows user to map their own sources -Global values – ex. if all asset are assigned to cost center 111, then you can simply assign the value ‘111’ to the asset’s cost center without requiring this column in the data source -Filtering – provides an exception screen to identify a subset of records to import -Merge – provides the ability to combine multiple data source fields into one UAPM field -Inserts and updates – ‘Key’ field allows users to identify rules for inserts or updates -Support for Extended Fields – allows user to import to extended fields -Access to scheduling mechanism to support unattended feeds -Handle object hierarchies – supports the association of objects via relationships -Log file to help troubleshoot mapping and/or data issues APM Import Tool

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Easily Import and Enhance ITAM Data APM Import Tool  Easy to use ‘wizard’ interface to import data  Uses UAPM API to ensure data integrity  Identifies flat file data source, delimiter, and object  Provides option to save and open existing mappings  Easily maps data source columns to UAPM fields  Provides exclusion filter  Provides summary statistics  User friendly log file messages to identify mapping and/or data issues

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. Summary  UAPM is a service release which contains a significant number of enhancements focusing on improved navigation and usability.  Service Release highlights: -Improved navigation -Default Basic Search -Six new wizards -Several utilities previously available on SupportConnect  Simplified Import and Migration Tools -All patches/fixes are rolled into this release -Group 1 Localization (English, French, German, and Japanese)

Questions & Answers John Fulton CA Director, Product Management, Unicenter APM