Asset Management

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  • Asset Management -- ServiceNow Asset Management gives organizations complete visibility and control over their technology and enterprise assets throughout their entire lifecycle on a single, unified platform.
    • IT Asset Management -- The ServiceNow IT Asset Management application gives you a unified view of hardware assets, software licenses, cloud assets, regulatory audits, contracts, and procurements to help reduce costs, maintain compliance, and manage assets.
      • Software Asset Management -- The ServiceNow Software Asset Management (SAM) application systematically tracks, evaluates, and manages software licenses, compliance, and optimization. You can reclaim unused software rights, purchase new software rights, and manage allocations for entitlements.
        • Exploring Software Asset Management -- The Software Asset Management application's user interface is enhanced to make it more user friendly and intuitive, allowing you to better manage your software installations.
          • Software Asset Management overview -- An overview of the functionality of the Software Asset Management application.
          • AI in Software Asset Management -- ServiceNow Otto for Software Asset Management (SAM) uses AI to automate software asset management operations, improve compliance, and optimize license management.
            • Supporting information -- Get a quick overview of the important information that is related to the ServiceNow Otto for Software Asset Management (SAM) application.
            • Agentic workflows -- Agentic workflows in ServiceNow Otto for Software Asset Management (SAM) enable ServiceNow Otto for SAM managers to manage software requests, create reclamation rules, and evaluate software removal candidates reducing manual effort and improving operational efficiency.
            • Generative AI skills -- ServiceNow Otto for Software Asset Management (SAM) includes generative AI capabilities that help ServiceNow Otto for SAM managers streamline daily workflows, gain real-time insights, and automate repetitive tasks throughout the software asset lifecycle.
          • Software Asset Workspace -- Use the Software Asset Workspace, the intuitive and streamlined user interface of the Software Asset Management application, to manage software licenses, compliance, and optimization.
            • Software asset overview -- Enhance your software asset management experience by using the modernized and user-friendly software asset overview view. The software asset overview is a simplified and intuitive environment that helps you use the application more effectively by reducing complexity.
            • License usage view -- The License usage view provides a single plane to understand the license position of all software products. Use it to remediate non-compliance, view reconciliation results, manage removal candidates, and access Software Asset Management related reports.
              • Publisher details -- Monitor publisher license compliance, review true-up costs and potential savings, and identify software installations that require remediation.
              • License usage publisher fields in workspace -- Field descriptions for the related lists for publishers in the Publishers page in the License usage view.
            • License operations view -- Use the License operations view in Software Asset Workspace to manage software asset operations.
            • Software asset analytics view -- The unified and streamlined dashboards in the Software asset analytics view in the Software Asset Workspace enable you to track your performance and view your analytics.
              • SaaS overview dashboard in workspace -- View all SaaS related analytics for pure SaaS, Microsoft Office 365, and Adobe Cloud in the SaaS overview dashboard in the Software asset analytics view.
              • Discovered inventory dashboard -- View your licensable discovered software and devices on the Discovered inventory dashboard in the Software asset analytics view of Software Asset Workspace.
              • Normalization and content dashboard -- View normalization trend charts on the Normalization and content dashboard, which is integrated with Performance Analytics in Software Asset Workspace.
              • Lifecycle management dashboard -- Review and track the end of life (EOL) software products in your asset estate to reduce risks associated with software products that are reaching or have reached EOL.
              • Optimization and savings dashboard in workspace -- Use the Optimization and savings dashboard to view actual and potential cost savings for your software assets. In addition, view the recommended licensing optimizations for third-party software publishers, including Microsoft, Red Hat, Adobe, and SAP. Use this information to downgrade or reclaim licenses so that you can optimize your licensing costs.
              • Engineering License overview dashboard in workspace -- Monitor and gain insights into your engineering applications license position and usage by viewing product usage reports in the Engineering license overview dashboard.
              • Cloud simulator dashboard -- Compare and evaluate the estimated costs of migrating your on-premises resources to the cloud for each cloud environment.
            • Success portal view in Software Asset Workspace -- Use the Success portal view in Software Asset Workspace to track the progress of your Software Asset Management (SAM) application with success goals, assign activities to track the success of your goals, run health checks on your software, maximize the usage of your SAM capabilities, and mature your SAM program with predefined maturity items.
            • Renewals calendar view -- Use the Renewals calendar in the Software Asset Workspace to view the entitlements nearing their expiry date and contracts nearing their expiry date or are already expired.
            • Overlapping usage view -- Use the Overlapping usage view in Software Asset Workspace to get insights into the feature level usage and rationalize your SaaS and Single sign-on (SSO) applications.
            • Content Library portal for Software Asset Management -- The Content Library portal gives you visibility into the data stored in the Content Library as part of the IT Asset Management Content Service via an intuitive user interface.
          • Now Mobile app for Software Asset Management -- Use the Now Mobile app to view the hardware and software assets that are assigned to you.
          • Virtual Agent for software requests -- You can implement ServiceNow Virtual Agent to enable your employees to request software through a predefined conversational interface that is powered by artificial intelligence. Virtual Agent helps address software requests automatically so that your IT fulfillment professionals can focus on more complex requests and incidents.
          • Software Asset Management Content Service -- Opt in to the Software Asset Management Content Service to share unnormalized software installation data from your organization with ServiceNow to improve the normalization process.
          • Software models and software entitlements -- A software model is a profile of the software that you have purchased, including information about the publisher, version, and discovery map. Software entitlements are used to relate the software model to the rights that you have purchased.
            • Automatic creation of software models -- Software models are automatically created for software installations if one doesn't already exist.
            • Custom publisher part numbers (PPN) -- Propagate changes to entitlements and software models by replacing your custom PPNs and custom discovery maps (DMAPs) with the Software Asset Management Content Service PPNs and DMAPs.
          • Software Asset Management migration -- Migrate from the Software Asset Management plugin (ITSM Software Asset Management feature of Asset Management) to the Software Asset Management application to take advantage of more powerful features. Manual actions by the customer are required after plugin activation.
          • Software model relationship to software installation -- Associating each software installation with a software model lets you perform audit reporting of licensable and non-licensable software.
          • Software Component Model table -- The Software Component Model [cmdb_software_component_model] table stores component model records that serves industries and use cases across different solutions on the ServiceNow Platform.
          • Software license metrics -- License metrics are set in software entitlements and used for reconciliation in various metric groups and software model combinations.
            • Unlimited software licenses -- Unlimited software licenses help you to create entitlements with unlimited allocations and unlimited rights, allowing you to license any number of software installations with no true-up cost.
          • Software discovery and normalization -- Identify all software installed within your organization's IT environment, including details such as publisher, product, and version. Then, standardize and validate this discovered data to ensure accuracy and consistency through software normalization.
          • Software Asset Management software suites -- Software Suites is a way for a software publisher to group related applications as a set.
            • Software suites inference -- Suite inference identifies whether an installed or subscribed software product is part of a suite and applies the most efficient suite license during reconciliation.
            • Managing software suites -- Simplify licensing and lower the cost of licenses from vendors. Get visibility into your complex suite licenses, manage compliance, and optimize your spending on these licenses.
            • Suite inference rules for Adobe license metrics -- Based on the system property com.snc.sam.auto_suite_inference, the Software Asset Management application uses suite or component licenses.
          • Discovery models and software installations -- Software discovery models are automatically created during discovery to identify and normalize the software installed in your environment.
          • File Signature Normalization -- File-based discovery finds files on UNIX or Windows servers and processes them with an established set of rules that enhance the identification of installed software. Use the results to monitor specific file types on network servers for security purposes or to manage your software licenses with the File Signature Normalization plugin for Software Asset Management - Professional (SAMP).
          • Product life cycles -- In the absence of vendor-provided life cycles, there are various capabilities that the Software Asset Management application provides to improve life cycle coverage.
          • Downgrade Rights -- The concept of downgrading licenses is built into the Software Asset Management plugin feature. Downgrading rights is the process of having acquired the rights to the latest version of software but using the rights to license earlier versions of the same software.
          • Allocating licenses to a user group -- Use the group allocation feature to manage the user allocation to a software entitlement in bulk. This feature enables the SAM managers to streamline and manage the license allocation process efficiently and automatically updates the user allocation when a group composition is changed.
          • Software license maintenance -- Get visibility into your software maintenance entitlements to effectively manage these licenses throughout their life cycle.
            • Microsoft Per Core licensing rules -- The Per Core licensing model is used by many Microsoft server products, such as SQL Server and BizTalk Server. It's useful when counting users or devices connecting to the software is difficult, often for internet-facing software.
            • Microsoft Per Core (with CAL) licensing rules -- The Per Core (with CAL) metric licensing model is followed by various Microsoft Server products such as Windows Server, System Center, and Core Infrastructure Server Suite. The number of licenses depends on the number of installations and operating system environments (OSE).
          • Software Asset Management health check -- The Health Check ServiceNow Store application gives a correct and reliable overview of your Software Asset Management configurations and recommends you to correct any errors that may exist.
          • Reconciliation of licenses across global entities -- Share entitlements across different entities within your organization by creating consumption rules for entitlements.
          • Software reconciliation for compliance -- Automated license reconciliation keeps license positions accurate and up-to-date without manual calculations. Reconciliation runs weekly or on demand.
          • Software reclamation rules -- Reclamation rules aggregate usage over time. These rule also specify a minimum number of hours or the latest date that a software unit must be used before the software is flagged for reclamation.
          • Microsoft SCCM software usage -- Activate the Microsoft SCCM software usage plugin to integrate your software usage data with the ServiceNow AI Platform.
          • Software installation optimization and removal -- You can optimize your environment by reclaiming unused software as well as removing unauthorized software.
          • Allocation management on Software Asset Management -- Software Asset Management (SAM) offers optimal license assignment confirming that licensing entities are allocated according to the available entitlements.
          • Licensing support for Microsoft SQL Server enterprise on Server+ CAL -- Leverage the enhanced licensing rule to optimize licensing for legacy  Microsoft SQL Server Enterprise edition licenses under the Server + CAL licensing model with Software Assurance (SA).
          • License usage analysis -- Gain visibility into the end-to-end journey from installing software to consuming licenses.
          • Employee off-boarding process for asset reclamation -- Coordinate an employee's off-boarding process via a workflow that lets you request, assess, and remove assets.
          • Windows Server cluster license optimization -- Optimize rights used for Windows Server clustering based on costs and compliance criteria.
          • Microsoft Server Infrastructure and License Consumption report -- Get a unified overview of your Microsoft server products, including their infrastructure, license usage, and exemptions, with detailed justifications for exemptions.
          • Bring your own license or subscription to the public cloud -- Bring your own license (BYOL) support enables you to determine the license compliance of your Microsoft and Oracle software products across hybrid infrastructures. Bring your own subscription (BYOS) support enables you to determine the license compliance of your Red Hat Enterprise Linux (RHEL) software products across hybrid infrastructures.
          • Understanding your cluster infrastructure -- Get a holistic and strategic analysis of all the entities in your clusters in one view on the Software Asset Management application.
          • Executive insights into KPIs using the Asset Management Executive dashboard -- Use the Asset Management Executive dashboard to gain visibility into critical KPIs for the Software Asset Management application, Hardware Asset Management application, and the Cloud Cost Management application via a single dashboard.
          • Cloud cost simulation -- Simulate the cost of moving your on-premise resources to the cloud environment before performing the migration.
          • Software asset connections -- Use third-party discovery sources to discover the installed software data that you can integrate with the Software Asset Management application.
          • Use Software Asset Management with Governance, Risk, and Compliance -- Use the Software Asset Management application in conjunction with the Governance, Risk, and Compliance suite of applications to holistically work on compliance, risk, and regulatory aspects.
          • Using Software Asset Management with Agent Client Collector -- Use the Agent Client Collector application to collect software inventory and usage data for the Software Asset Management application.
          • Use Software Asset Management and Application Portfolio Management to manage technology onboarding -- Use the Software Asset Management application along with Technology Reference Model (TRM) of Application Portfolio Management to manage onboarding of technologies.
          • Guided Experience for Lifecycle Reporting -- Use a guided walk-through playbook to achieve audit readiness and regulatory compliance through accurate lifecycle reporting.
          • Software Asset Management Guided Experiences -- The Software Asset Management Guided Experiences application provides step-by-step guidance for completing tasks in your daily software management activities.
          • Use Software Asset Management with Contract Management Pro -- Leverage advanced contract life cycle capabilities after a contract has been signed using the Obligation Management (sn_cm_obligation) and the ServiceNow Otto for Contract Management Pro (sn_cm_gen_ai) plugin.
          • Consumption rule evaluation -- Consumption rules control which installations or users can consume a license. After you link a consumption rule to an entitlement, the license metric type determines how the system evaluates the rule during allocation.
        • Configuring Software Asset Management -- Install and configure the Software Asset Management application to manage your software inventory, track licenses, and support compliance workflows.
          • Software Asset Management installation methods -- Install the Software Asset Management application from Product Hub or ServiceNow Store.
            • Product Hub for Software Asset Management -- The Product Hub provides a guided installation and management interface for the Software Asset Management application. Administrators can install the application, apply default configurations, track progress, and access the Configuration Console from the Software Asset Management Admin Home tile.
              • Install SAM from Product Hub -- Install Software Asset Management and its dependent applications and plugins from using Product Hub. The Product Hub applies the default configurations and prepares your instance for the Configuration Console.
            • Configuration Console for Software Asset Management -- Use the Configuration Console to configure Software Asset Management after installation. Complete platform-level settings, configure key items with AI assistance, and package configurations for deployment to other instances.
              • Overview -- The Configuration Console organizes configuration items, tracks setup progress, and offers shortcuts to reduce manual effort.
              • Configure SAM using Configuration Console -- Configure Software Asset Management to manage software licenses, compliance, integrations, and team setup from Configuration Console.
                • Configure SAM using AI -- Use the AI conversational experience to configure Content service setup, groups, and users in the Configuration Console as a guided alternative to manual configuration.
                  • Configure Content Service setup using AI -- Use the AI conversational experience to opt in to the Software Asset Management Content Service. The AI conversational experience walks you through the opt-in decision, the software asset data types that you share with ServiceNow, and the confirmation of your choices.
                  • Configure groups and users using AI -- Use the AI conversational experience in the Configuration Console to configure groups and users for Software Asset Management. This approach allows you to complete multiple setup tasks through a single interface without navigating to individual modules.
                • SSO integration in Configuration Console -- The SSO (Single Sign-On) module under the Software integrations module in the Configuration Console displays a tile for each supported SSO provider. Use these tiles to create SSO integration profiles that capture managed applications and their usage data for software asset tracking.
                • Direct connection integration in Configuration Console -- The Direct connection module under the Software integrations module in the Configuration Console displays tiles for supported SaaS providers. Use these tiles to create integration profiles that connect directly to SaaS portals and pull in user subscription, activity, and usage data for license management.
                • Monitoring content job progress -- Track the first-time run of the content jobs that load the Software Asset Management Content Service data into your instance. View job status and completion details to confirm that the initial download completed and that delta runs are current.
                • Configure scheduled jobs -- Automate recurring SAM processes such as normalization, reconciliation, and cleanup operations by configuring scheduled jobs in the Configuration Console.
          • Request Software Asset Management -- The ServiceNow Software Asset Management Professional (com.snc.samp) plugin requires a separate subscription. This plugin includes demo data. Depending on your environment, you may choose to request one or more related plugins.
          • Configuring ServiceNow Otto for Software Asset Management (SAM) -- Configure the ServiceNow Otto for Software Asset Management (SAM) application to use the agentic workflow and generativeAI skills for managing your software assets autonomously.
            • Install -- If you have the admin role, you can install the ServiceNow Otto for Software Asset Management (SAM) application. The ServiceNow Otto for Software Asset Management (SAM) application integrates generative AI capabilities into your daily workflow tasks.
            • Configure generative AI skills -- If you have the admin role, you can configure the ServiceNow Otto for Software Asset Management (SAM) application to use generative AI skills in the Software Asset Workspace.
            • Skill inputs and triggers for ServiceNow Otto for Software Asset Management (SAM) -- Get a quick overview of the skill inputs and triggers for ServiceNow Otto for Software Asset Management (SAM). By configuring the inputs or triggers for a skill, you can determine how and when a skill is used.
          • Overwrite customizations for Software Asset Management migration -- When migrating from the Software Asset Management plugin (ITSM Software Asset Management feature of Asset Management) to the Software Asset Management application, further actions are required by the customer after plugin activation to ensure successful migration of customized forms and lists.
          • Configure SCCM for Software Asset Management -- Set up Microsoft SCCM for Software Asset Management to populate the Software Installation [cmdb_sam_sw_install] table with client software found in your environment. You can also set up SCCM for Client Software Distribution to reclaim unused and underused software.
          • License exclusions -- Exclude software on specific configuration items or subscriptions from license calculations, so only the items you choose count toward compliance.
        • Using AI in Software Asset Management -- Streamline your software asset operations by using the ServiceNow Otto for Software Asset Management (SAM) agentic AI workflows and generative AI skills.
          • Use agentic workflows -- Use the ServiceNow Otto for SAM AI agent collection to complete tasks autonomously.
            • Help manage software request workflow -- Use the Help manage software request agentic workflow to fulfill a software request by either allocating the available entitlements or generating a purchase order for the software model.
            • Evaluate software removal candidates agentic workflow -- Use the Evaluate software removal candidate agentic workflow to assess installed or subscription-based software for potential removal by analyzing their usage over a specified period and determining the total number eligible for removal. After user confirmation, the workflow initiates the eligible removal candidate for reclamation.
            • Create software reclamation rule agentic workflow -- Use the Create software reclamation rule agentic workflow to automatically create reclamation rules by identifying software products that lack reclamation rules but are viable candidates.
          • Use generative AI skills -- Use ServiceNow Otto for Software Asset Management (SAM) generative AI capabilities to streamline your daily Software Asset Management workflow.
            • Generate publisher compliance summaries -- Generate a comprehensive summary for a publisher that covers software deployment, license compliance, configuration health, and optimization. The detailed publisher summary helps you to gain insights into the publisher estate.
            • Generate product compliance summaries -- Generate a comprehensive summary for a product that covers software deployment, license compliance, optimization, and issues. The detailed product compliance summary helps in gaining insights into your software assets and makes it easier to manage licenses.
            • Generate recommended actions for products -- Generate a list of recommended actions to manage software license compliance and optimize licensing spend. The recommended actions help you to take appropriate steps to fix any configuration, maintenance, and optimization issues.
            • Generate troubleshooting guidance for SaaS and SSO integrations -- Generate error messages and detailed guidance to troubleshoot runtime job failures for SaaS and SSO integrations. These recommendations enable you to resolve common configuration issues and reduce downtime.
            • Automate user resolution for SaaS license management -- Automatically generate user resolution rules to ensure accurate mapping of incoming SaaS subscription data to SAM users.
            • Extract entitlements from software contracts -- Reduce manual effort by leveraging generative AI to automatically create entitlements by extracting information from software contracts.
            • Resolve entitlement import errors -- Reduce manual effort when reviewing entitlement import errors in the Software Asset Workspace using ServiceNow Otto for SAM AI skills.
            • Classify and normalize software spend transactions -- Classify imported spend transactions to identify software purchases and normalize the derived raw publisher and raw product by matching them to existing publisher and product records. This automation reduces manual effort and improves spend reporting accuracy.
        • Using Software Asset Workspace -- Use the Software Asset Workspace, the intuitive and streamlined user interface of the Software Asset Management application, to manage software licenses, compliance, and optimization.
        • Using Software Asset Management classic -- Use the classic Software Asset Management framework to manage your licenses, compliance, and optimization.
        • Subscriptions for Software Asset Management -- ServiceNow Software Asset Management (SAM), part of the IT Asset Management suite, uses a subscription-based licensing model that charges your organization based on the IT resources it manages.
          • Subscription summary for IT Asset Management -- The IT Asset Management Subscription Summary dashboard tracks purchased and consumed subscriptions, so you can monitor usage, plan renewals, and stay within your license entitlements.
          • Software Asset Management licensing -- Software Asset Management (SAM) licensing is based on five categories of managed IT resources: Server, End User Computing Device, SaaS Subscription User, PaaS Resources, and IaaS Storage. Each category is counted toward your subscription at a different ratio.
          • View license report for the IT Asset Management application -- IT Asset Management (ITAM) applications discover, monitor, and provision resources that are stored in the CMDB as configuration items (CIs). The ITAM licensing module combines this CI information with your organization’s purchased subscription data to show subscription usage by application. This helps you confirm that your subscription usage aligns with what your organization purchased, so you can avoid under-licensing or overspending.
        • Supported software publisher licenses -- With Software Asset Management, there are several publisher packs that can be used to extend functionality between the ServiceNow AI Platform and your third-party software applications.
          • Software Asset Management publisher pack for Adobe -- Use the Software Asset Management publisher pack for Adobe to track compliance using Adobe - specific licensing metrics and integrate with Adobe Cloud.
          • Software Asset Management publisher pack for Citrix -- Use the Citrix publisher pack for the optimization and reconciliation of your Citrix products. You can track licensing positions for your Citrix users and devices so that you can determine your license compliance.
          • Software Asset Management publisher pack for IBM -- Use the Software Asset Management publisher pack for IBM to track and optimize licensing for your IBM software products. You can also use the publisher pack to track and optimize licensing for the Red Hat Enterprise Linux Server and Red Hat Enterprise Linux for Virtual Datacenters products.
            • Supported IBM license types -- The Software Asset Management publisher pack for IBM adds license metrics for various IBM license types.
              • IBM PVU and RVU licenses -- If you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, you can track and manage IBM PVU and RVU licenses. Alternatively, you can track and manage these licenses when you integrate with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 1 or 2 of the integration APIs.
              • IBM user-based licenses -- You can use the Software Asset Management publisher pack for IBM to track and manage your IBM user-based licenses, including authorized user licenses and user value unit (UVU)-based licenses.
              • IBM virtual processor core (VPC) licenses -- If you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, you can track and manage IBM VPC licenses. Alternatively, you can track and manage these licenses when you integrate with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the integration APIs.
            • ILMT and BigFix Inventory integrations -- You can use an IBM License Metric Tool (ILMT) or BigFix Inventory integration to create a connection between your IBM servers and the ServiceNow AI Platform. Use this connection to import data into your ServiceNow instance so that you can track and optimize licensing for your IBM software products.
              • Integrating using v2 APIs -- You can use version 2 of the IBM License Metric Tool (ILMT) and BigFix Inventory integration APIs to create a connection between your IBM servers and the ServiceNow AI Platform.
                • Request the License Compliance -- If you are using version 2 of the IBM License Metric Tool (ILMT) and BigFix Inventory integration APIs to integrate with ILMT or BigFix Inventory, request the IBM License Compliance for Software Asset Management application from the ServiceNow Store. Use the integration to track and manage your IBM licenses.
                • Transform maps for v2 APIs -- When you import data from the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, your ServiceNow instance uses a default transform map to process this data into ServiceNow tables.
                • View the peak usage of your IBM software products -- If you are integrating with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, view the highest full capacity and sub-capacity Processor Value Unit (PVU), Resource Value Unit (RVU), and Virtual Processor Core (VPC) usage for your IBM software products within an aggregated time period of up to 90 days.
                • View the peak usage of your IBM software products by device -- If you are integrating with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, view the highest full capacity and sub-capacity Processor Value Unit (PVU), Resource Value Unit (RVU), and Virtual Processor Core (VPC) usage for your IBM software products by physical host or virtual machine (VM).
                • View the devices that are running your IBM software products -- If you are integrating with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, view the complete list of physical hosts and virtual machines (VMs) that are running your IBM software products.
              • Integrating using v1 APIs -- You can use version 1 of the IBM License Metric Tool (ILMT) and BigFix Inventory integration APIs to create a connection between your IBM servers and the ServiceNow AI Platform.
                • Transform maps for v1 APIs -- When you import data from the IBM License Metric Tool (ILMT) or BigFix Inventory using version 1 of the ILMT and BigFix Inventory integration APIs, your ServiceNow instance uses transform maps to process this data into ServiceNow tables.
              • Setting up an integration using HTTPS -- You can set up an IBM License Metric Tool (ILMT) or BigFix Inventory integration for IBM compliance reporting.
                • HTTPS with the MID Server -- You can set up an IBM License Metric Tool (ILMT) or BigFix Inventory integration for IBM compliance reporting.
                • HTTPS without the MID Server -- You can set up an IBM License Metric Tool (ILMT) or BigFix Inventory integration for IBM compliance reporting.
              • Create a connection to ILMT or BigFix Inventory -- If you're using an HTTP connection or you've finished the initial configuration for HTTPS, establish a connection between your IBM server and the ServiceNow AI Platform.
              • Validate your ILMT connection health -- Validate the health of your ILMT connections to help improve the success of each connection. Use the results to evaluate how you can resolve unsuccessful connections, such as adjusting the connection response time or fixing errors related to invalid hardware serial numbers.
            • CVA integrations -- Integrate the Software Asset Management publisher pack for IBM with authorized Software Asset Management providers to track and manage IBM licenses across virtualized VMware vSphere and Nutanix environments, and IBM LPAR infrastructures. These integrations help you to track and manage IBM licensing directly without integrating with the IBM License Metric Tool (ILMT) or BigFix Inventory.
              • Virtualization technologies and cloud platforms supported by ASP integrations -- IBM ASP integrations support IBM licensing in VMware vSphere Nutanix, and IBM LPAR infrastructures. These integrations also support IBM licensing in public cloud environments that are owned and managed by AWS, Microsoft Azure, and Google Cloud Platform (GCP).
                • IBM licensing in VMware vSphere environments -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports IBM licensing rules for VMware vSphere and Nutanix.
                • IBM licensing in IBM LPAR infrastructures -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports IBM licensing rules for IBM logical partitions.
                • IBM licensing in public cloud environments -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports IBM licensing rules in public cloud environments.
              • Licensing for IBM Cloud Paks -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports licensing rules for IBM Cloud Paks.
              • Reconciliation for ASP integrations -- IBM reconciliation keeps your IBM license positions accurate and up-to-date without requiring manual calculations. Reconciliation runs weekly or on-demand.
              • Setting up an ASP integration -- Before you can integrate the Software Asset Management publisher pack for IBM with an Authorized SAM Provider (ASP), complete the setup process.
                • Request the IBM License Compliance for Software Asset Management application -- Request the IBM License Compliance for Software Asset Management application from the ServiceNow Store so that you can integrate the Software Asset Management publisher pack for IBM with an Authorized SAM Provider (ASP). Use the integration to track and manage your IBM licenses.
                • Request Anglepoint's IBM Licensing for Software Asset Management application -- If you are integrating the Software Asset Management publisher pack for IBM with Anglepoint, request Anglepoint's IBM Licensing for Software Asset Management application from the ServiceNow Store. This application extends the base Software Asset Management File Names [samp_file_name], File Maps [samp_file_map], and File Sets [samp_file_set] tables so that you can store IBM software information from Anglepoint.
                • Upload the IBM software discovery catalog to your ServiceNow instance -- Upload the IBM software discovery catalog to your ServiceNow instance so that discovery tools, such as the ServiceNow Discovery application, can identify the IBM software that is discovered in your environment.
              • Creating a connection for the Anglepoint integration -- If you are integrating the Software Asset Management publisher pack for IBM with Anglepoint, you can create a connection between your ServiceNow instance and the Anglepoint Elevate platform to transfer licensing data for your IBM software products.
              • Usage metrics for IBM software -- View the highest daily sub-capacity and full capacity Processor Value Unit (PVU), Resource Value Unit (RVU), and Virtual Processor Core (VPC) usage for your IBM software products based on the edition, license metric, and region of each product.
              • Top IBM software using devices -- View the breakdown for the highest daily usage of your IBM software products by physical host based on both the edition and license metric of each product.
              • View product classifications for your IBM components -- View the product classifications for all IBM components that are installed in your environment. These product classifications enable you to track and manage licensing for your IBM components.
              • Specify VMMs you are tracking licenses for -- Specify the virtual machine managers (VMMs), such as VMware vCenter Servers and IBM Hardware Management Consoles (HMCs), for which you want to track IBM licenses. You can track licenses for IBM software that is discovered within these specified VMMs only.
              • Deduplicating IBM software installations -- To manage your IBM licenses, you can integrate the IBM publisher pack with an Authorized SAM Provider (ASP), IBM License Metric Tool (ILMT), or BigFix Inventory. If you are switching between an ASP integration and either an ILMT or BigFix Inventory integration, you can deduplicate software installations that have the same edition, version, and language but are discovered through different sources.
              • Enable IBM reconciliation for specific domains -- If you are using domain separation for the integration between the Software Asset Management publisher pack for IBM and an Authorized SAM Provider (ASP), enable IBM reconciliation only for specific domains.
              • Verify the meta data for your IBM hosts -- To improve the accuracy of your IBM license calculations, verify the meta data for the physical hosts that your IBM software is installed on. Update any meta data that is incorrect or out of date.
            • Software Publisher Analytics dashboard for IBM in Software Asset Management classic -- View compliance analysis results related to IBM on the Software Publisher Analytics dashboard in the Software Asset Management classic application.
            • Publisher overview for IBM in the Software Asset Workspace -- View license usage information related to IBM in the publisher overview for IBM in the Software Asset Workspace.
            • Software Asset Management for Red Hat Enterprise Linux -- Use the Software Asset Management publisher pack for IBM to track and optimize licensing for your Red Hat Enterprise Linux (RHEL) products.
          • Software Asset Management publisher pack for Microsoft -- The Software Asset Management publisher pack for Microsoft helps you track your license compliance position using Microsoft licensing metrics.
          • Software Asset Management publisher pack for Oracle -- Use the Software Asset Management publisher pack for Oracle to track and optimize licensing for your Oracle products.
            • Oracle licensing in partitioned environments -- The Software Asset Management application supports Oracle licensing rules for Oracle Database and WebLogic Server in both soft- and hard-partitioned environments. You can use partitioning to help reduce the number of licenses that are required for your installations.
            • Oracle licensing in cloud environments -- The Software Asset Management application supports licensing rules for Oracle Database and WebLogic Server (Standard, Enterprise, and Suite Editions) in cloud environments.
            • Oracle licensing in multitenant architectures -- The Software Asset Management application supports licensing rules for Oracle databases in multitenant architectures.
            • Oracle Database licensing for Standard Editions -- Oracle Database Standard Editions are licensed on servers having a value less than the maximum capacity of sockets to help ensure risk-free license compliance.
            • Oracle Database options and management packs -- You can use the Software Asset Management publisher pack for Oracle to track licensing positions for your Oracle Database options and management packs. The Licensable Oracle Options [samp_oracle_option_set] table provides the complete list of database options and management packs that you can create software models for.
              • Request Data Collection for Global Licensing and Advisory Services (GLAS) application -- Request the Data Collection for Oracle GLAS application from the ServiceNow Store so that you can track and measure usage for your Oracle Database options and management packs.
              • Feature mapping for Oracle Database options and management packs -- The Software Asset Management application automatically maps discovered Oracle features to the Oracle Database options and management packs that they’re associated with. These mappings can help you determine the usage and license compliance of your database options and management packs.
                • Update the default mapping for a feature -- The Software Asset Management application automatically maps discovered Oracle features to the Oracle Database options and management packs that they’re associated with. These mappings can help you determine the usage and license compliance of your database options and management packs.
              • Unreported Database Options Usage report -- You can use the Unreported Database Options Usage report to gain visibility into the Oracle Database options and management packs that are being used on undiscovered database instances. Although you cannot track usage for these database options and management packs, this report can help you determine any potential licensing implications that are associated with them.
            • Oracle reconciliation -- Oracle reconciliation keeps your Oracle license positions accurate and up-to-date without requiring manual calculations. Reconciliation runs weekly or on-demand.
            • Oracle Infrastructure report -- You can use the Oracle Infrastructure report to gain visibility into your Oracle infrastructure. This report includes information about the Oracle databases and WebLogic Server editions that you’re running and the configuration items that are supporting them.
            • Oracle Database Deployments per Agreement report -- You can use the Oracle Database Deployments per Agreement report to gain visibility into your Oracle Database deployments across hybrid infrastructures, based on the agreement type.
            • Software Publisher Analytics dashboard for Oracle in Software Asset Management classic -- View compliance analysis results related to Oracle on the Software Publisher Analytics dashboard in the Software Asset Management classic application.
            • Publisher overview for Oracle in the Software Asset Workspace -- View license usage information related to Oracle in the publisher overview for Oracle in the Software Asset Workspace.
          • Software Asset Management publisher pack for SAP -- Use the Software Asset Management publisher pack for SAP to manage and optimize your SAP licenses. Get comprehensive visibility into your SAP license compliance and uncover potential savings.
          • Software Asset Management publisher pack for VMware -- Use the Software Asset Management publisher pack for VMware to track and optimize licensing for your VMware software products.
        • Engineering license management -- Monitor engineering licenses and usage through OpenLM and Open iT to eliminate audit risks, verify license optimization, reduce inaccurate forecasting, and prevent denials. These license management services support accurate forecasting for software in industries such as aerospace, oil and gas, and construction.
        • SaaS License Management -- SaaS License Management tracks and controls cloud-based application subscriptions within Software Asset Management (SAM). This capability helps organizations manage subscriptions, monitor usage, and control costs across hybrid and direct SaaS models.
        • Software Spend Detection -- Use the Software Spend Detection feature to track, analyze, and optimize software spending from imported financial data.
          • Request Software Spend Detection -- Request Software Spend Detection to track, analyze, and optimize software spending. To access Software Spend Detection, enable the Software Asset Management - Spend Detection (com.sn_sam_spend) plugin. This plugin includes demo data.
          • Managing software spend in the Software Asset Workspace -- The Software Spend Detection feature is available in the Software Asset Workspace under License operations. Use Software Spend Detection in the Software Asset Workspace to import financial transactions, review labeled transactions, and track software spending across your organization.
          • AI-powered software spend detection -- AI-powered spend detection identifies software purchases in imported spend transactions and normalizes the derived raw publisher and raw product to existing publisher and product records in Software Asset Management Content Library. This automation improves spend reporting accuracy and reduces manual classification effort.
          • Opt in to Content Service -- Opt in to Content Service for Software Spend Transactions to get more accurate predictions in Software Spend Detection by sharing financial transaction data with the ServiceNow Content Service team.
            • Content Service for Software Spend Detection -- Opt in to Software Asset Management Content Service for Software Spend Transactions to get more accurate predictions in Software Spend Detection by sharing financial transaction data with the ServiceNow Content Service team.
          • Import financial transactions -- Import a Microsoft Excel spreadsheet of financial transaction data in the Software Asset Workspace to start managing software spending.
          • Create a spend transaction manually -- Create spend transactions for one-off software purchases or spend records that are not captured in your accounts payable import file. This allows you to track all software spending in one location.
          • Installed with Software Spend Detection -- User roles and tables are installed with Software Spend Detection. Demo data is available for Software Spend Detection.
        • Software Asset Management administration -- Software Asset Management administration tasks include adding custom part number records and custom license metrics. You can also refresh processor definitions and migrate software installations. Software Asset Management content service can be enabled, and migration procedures are also included.
          • Enable sharing information with Software Asset Management content service -- Opt in to share unnormalized software installation data from your organization with Software Asset Management Content Service. You can opt out at any time.
          • Engineering license servers -- View the list of all the license management servers that OpenLM or Open iT connect with to get data into your ServiceNow instance.
          • Add a software pattern normalization rule -- You can add a pattern normalization rule to normalize specific software products in your environment based on a common pattern.
          • Add a software reclamation rule -- Add a reclamation rule to aggregate usage records and to identify unused software.
          • Create a custom file rule to manually define file sets -- Create custom rules to manually define file sets and normalize data not recognized by the SAM API. After you have created custom rules, custom file sets can be discovered with File Signature Normalization and software records can be generated.
          • Configure third-party discovery sources -- Set up a third-party discovery source for Software Asset Management to populate the Software Installation [cmdb_sam_sw_install] table with the software found in your environment.
          • Remove uninstalled software from the Software Installation table -- Delete installations from the Software Installation [cmdb_sam_sw_install] table if those software installations are also uninstalled from a CI.
          • Create a reclamation rule to import Microsoft SCCM usage data -- To import your Microsoft SCCM data, create a reclamation rule for the product that you want the usage information for.
          • Add a custom part number -- You can add a custom part number to resolve an entitlement import error that occurs when a part number does not exist in the Software Library.
          • Add a custom license metric -- You can add a custom license metric to modify the default reconciliation process.
          • Refresh processor definitions -- After activating Software Asset Management, refresh processor definitions to normalize processors on servers in the CMDB.
          • Migrate software installations -- If you are using Discovery, run this script after installing the Software Asset Management application to copy previously discovered software installation records from the [cmdb_software_instance] table to the [cmdb_sam_sw_install] table, which is used by the Software Asset Management application to store software installation records.
          • Revert Software Asset Management customizations -- After installing the Software Asset Management application for the first time, or upgrading from the Basic Software Asset Management, you need to revert customizations for all features work. The Revert Customizations module in the Software Asset Management application can revert customized files related to Software Asset Management back to the base configurations that were skipped during the installation or upgrade process.
          • Manage Software Library -- Use the Manage Software Library module to manually upload software library data to on-premise instances (instances not in the cloud to receive automatic Software Library updates). You can also choose to export your normalization content for participation in the Software Asset Management content service.
        • Platform Analytics Solution for Software Asset Management classic -- This Platform Analytics Solution contains preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.
        • Software Asset Management references -- Use the descriptions provided to help you fill in the Software Asset Management forms.
          • Components installed with Software Asset Management Professional -- Roles, plugins, and scheduled jobs are installed with the activation of the Software Asset Management Professional application. Demo data is available with this application.
          • License agreement types -- Types of license agreements determine the product usage rights.
          • Software Asset Management properties -- You can set default reconciliation properties such as grouping and reconciliation debugging.
          • Microsoft SCCM software usage plugin -- Several types of components are installed with activation of the Microsoft SCCM software usage plugin.
          • License calculation for SAP cloud use types -- Use SAP S/4HANA cloud use types and their weighting factors to calculate Full Usage Equivalent (FUE) licenses for different types of users of SAP S/4HANA Cloud applications.
          • License usage breakdown for CrowdStrike products -- View the license usage breakdown for CrowdStrike products to understand how your license rights are used and the methodology behind license calculations.
          • Discovery models fields -- Discovery Models form and related list field descriptions.
          • Software installation fields -- Software Installation form and related list field descriptions.
          • Software spend transaction fields -- Software spend transaction form fields and their descriptions.
          • Normalization statuses -- Description of normalization statuses for discovery models.
          • License metrics for Microsoft products -- A detailed description of the license metrics that can be used with Microsoft products.
          • Licensing rules for BYOL and BYOS -- View the bring your own license (BYOL) licensing rules for Microsoft and Oracle products in public cloud environments. In addition, view bring your own subscription (BYOS) licensing rules for Red Hat Enterprise Linux (RHEL) products in public cloud environments. Licensing rules can differ for virtual machines that reside on shared hosts or dedicated hosts across different cloud providers.
          • Software model fields -- Software Model form and related list field descriptions.
          • Group allocations fields -- Group allocations form and related fields description.
          • Software model metric attributes -- Software model metric attributes and related list field descriptions.
          • Subscription downgrade configuration condition -- Determine various downgrade configuration conditions for SaaS applications and view the downgrade order based on the conditions.
          • Software entitlement fields -- Software Entitlement form and related list field descriptions.
          • Software model results license metric results fields -- Software model results License Metric Results form and related list field descriptions. You can access this form through the License Metric Results related list in your software model results.
          • Software storage usage fields -- Determine the usage information for SaaS applications for generating downgrade subscriptions.
          • Software subscription fields -- Software subscription form fields, their descriptions, and the SaaS integrations for which these fields are populated.
          • Entitlement import error fields -- Entitlement Import Error form and related list field descriptions.
          • Entitlement import error actions -- Entitlement Import Error form action descriptions.
          • Impact of different license types on software reconciliation -- Each license type has entitlements and conditions outlined on the entitlement form, and more importantly, these license types have a significant impact on the Software Asset Management (SAM) reconciliation process.
          • Publisher optimizations for SAP -- Identify cost-saving opportunities for SAP licenses by reviewing usage data across users, engines, digital access, and cloud consumption.
          • Publisher optimizations for Red Hat -- View licensing optimizations for Red Hat by selecting Red Hat from the Publisher drop-down list.
          • Publisher optimizations for Microsoft -- View licensing optimizations for Microsoft by selecting Microsoft from the Publisher drop-down list.
          • Publisher optimizations for Adobe -- View licensing optimizations for Adobe by selecting Adobe from the Publisher drop-down list.
          • Microsoft Core License Optimization Reports fields -- Field descriptions for the Microsoft Core License Optimization Reports [samp_ms_optimization_report] table.
          • Maturity item details -- Fields on the Maturity item details form help you view and update the state and success goal of the maturity item.
          • Maturity stages of your Software Asset Management program -- The maturity of your Software Asset Management program is divided into three stages such as Crawl, Walk, and Run.
          • SAM Success Goal Details -- Fields on the SAM Success Goal Details help you create success goals for tracking the success of the Software Asset Management application in your instance.
          • Sample payload for generic software install records -- A sample payload that populates the Software Installation [cmdb_sam_sw_install] table in the ServiceNow instance with discovery data collected by third-party discovery sources.
          • Sample payload for Oracle software install records -- A sample payload for Oracle publisher pack that populates the Oracle Instance [cmdb_ci_db_ora_instance] table with software install records from third-party discovery sources.
          • Sample payload for VMware software install records -- A sample payload for VMware publisher pack that populates the VMware Discovered License key consumption [samp_vmware_license_key_usage] table with software install records from third-party discovery sources.
          • Sample payload for Citrix software install records -- A sample payload for the Citrix publisher pack that populates the Software Installation [cmdb_sam_sw__install] table with software install records from third-party discovery sources.
          • Sample payload for BYOL -- A sample payload that populates the Software Installation [cmdb_sam_sw_install] table in the ServiceNow instance with discovery data collected by the BYOL licensing model.
          • SAM Success Activity -- Fields on the SAM Success Activity form help you create success activities to track the success of your created goals.
          • SaaS detection report -- Use the SaaS detection report to discover and manage all SaaS applications accessed via a browser and configured within the ServiceNow Agent Client Collector for Visibility Content (ACC-VC) product. The SaaS applications that can be managed through this report can be paid or free ones.
          • Scheduled jobs for Microsoft 365 -- Your Microsoft 365 integration profile is set to fetch subscription and usage information automatically from the Microsoft 365 Admin Center on a schedule. If needed, you can also manually run the following scheduled jobs to get this information. Each job must be complete before starting the next one.
          • Scheduled jobs for Adobe -- Your Adobe integration profile is set to fetch subscription and usage information automatically from the Adobe portal on a scheduled basis. If needed, you can also run the following scheduled jobs manually to get this information. Each job must be complete before starting the next one.
          • Reclamation rules for SaaS and SSO applications -- Reclaim unused SaaS and Single sign-on (SSO) subscriptions to reduce your total software costs.
          • Reclamation rules for Microsoft 365 integration -- Reclamation rules for Microsoft 365 integration sets the minimum usage threshold for a subscription. If a subscription remains inactive for a specified period, Software Asset Management marks the subscription as a potential reclamation candidate.
          • Reclamation rules for Adobe integration -- Reclamation rules for Adobe integration set the minimum usage threshold for a subscription. If a subscription remains inactive for a specified period, the Software Asset Management application marks the subscription as a potential reclamation candidate.
          • Microsoft 365 Apps Usage Reports -- Find the last activity date for Microsoft 365 products to determine reclamation candidates.
          • Subscription downgrade configuration -- Determine various downgrade configurations of SaaS applications and view the downgrade order based on the conditions.
          • Pricing model for Oracle Java SE Universal -- Tier-based monthly subscription price per employee is based on the number of employees directly or indirectly working in an organization.
          • Software EOL request fields -- Use the Software EOL request form to create a software end of life (EOL) request for software products in your asset estate that are reaching or have reached EOL.
          • User device license consumption fields -- SAM managers can view the client access license (CAL) usage details for Microsoft Windows Server in the User Device License Consumption table and create CAL records.
          • User resolution rule fields -- Fields on the User Resolutions Rules page help you create a rule to map the User field in the Software Subscription [samp_sw_subscription] table to an associated user in the User [sys_user] table within the ServiceNow AI Platform.
          • Domain separation and Software Asset Management -- Domain separation is supported in Software Asset Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
          • Quick start tests for Software Asset Management -- Validate that Software Asset Management still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.
          • Contract entitlement data extraction skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to extract contract entitlement data. A trigger initiates an action, such as when the system generates an entitlement from a contract.
          • Error log summarization skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate an error log summary. A trigger initiates an action, such as when the system generates an error log summary.
          • Error resolution recommendation skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate error resolution recommendations. A trigger initiates an action, such as when the system generates error resolution recommendations.
          • Skill inputs and triggers for ServiceNow Otto for Software Asset Management (SAM) -- Get a quick overview of the skill inputs and triggers for ServiceNow Otto for Software Asset Management (SAM). By configuring the inputs or triggers for a skill, you can determine how and when a skill is used.
          • Product compliance summarization skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate a product compliance summary. A trigger initiates an action, such as when the system generates a product compliance summary.
          • Product match review skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
          • Product match reviewer skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
          • Product resolution skill - Triggers and inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
          • Product search tags generation skill - Triggers and inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
          • Publisher compliance summarization skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate a publisher summary. A trigger initiates an action, such as when the system generates a publisher summary.
          • Publisher match review - Triggers and inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
          • Publisher search tags generation skill - Triggers and inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
          • Recommended actions skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate recommended actions. A trigger initiates an action, such as when the system generates recommended actions.
          • SaaS user resolution skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to resolve SaaS users. A trigger initiates an action, such as when the system generates user resolution rules.
          • Software normalization skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
          • Spend transaction software classification skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to classify spend transactions. A trigger initiates an action, such as when the system classifies spend transactions.
          • Spend transaction software normalization skill - Triggers and Inputs -- Configure the triggers and inputs to determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to normalize spend transactions. A trigger initiates an action, such as when the system normalizes spend transactions.
        • ServiceNow Otto for Software Asset Management (SAM) -- Use the ServiceNow Otto for Software Asset Management (SAM) application to integrate generative AI capabilities into your daily workflow, thereby minimizing manual tasks while enhancing compliance visibility and optimization insights.
        • Use SAM advisor -- As a CMDB administrator, you can use the Software Asset Management (SAM) dashboard in CMDB success advisor to keep software asset data accurate and aligned with data quality guidelines.
          • Set up advisor -- Use the CMDB success advisor application to configure and manage the CMDB success advisor for Software Asset Management (SAM).
            • Get started with dashboard setup -- Set up the SAM advisor dashboard by selecting the software products that define the SAM advisor scope.
              • Manual dashboard setup -- If the SAM advisor dashboard was not configured automatically, set it up manually by selecting the software products that define the SAM advisor scope.
            • Edit software product selection -- Manage the scope of your advisor for Software Asset Management (SAM) by editing the software products in CMDB success advisor to support your targeted SAM outcomes.
          • Monitor SAM data quality -- The CMDB success advisor for Software Asset Management (SAM) dashboard enables CMDB administrators to identify and address data quality issues specific to software installs and their related configuration items (CIs) in the Configuration Management Database (CMDB).
          • Improve SAM data quality -- The Remediation actions panel available for a chart in the CMDB success advisor dashboard for Software Asset Management (SAM) suggests targeted actions to improve the overall quality of your Configuration Management Database (CMDB). The CMDB data quality insights generated by AI section on the same dashboard also includes an Ask Otto action on some cards. Selecting it starts an agent conversation without waiting for the next scheduled agent run.
          • SAM data indicators -- Indicators enable viewing of high-level metrics that highlight data quality, completeness, and licensing compliance issues across software installs and their related configuration items (CIs).
      • Hardware Asset Management -- The ServiceNow Hardware Asset Management (HAM) application is a licensable application that on activation provides advanced workflow, automation, and mobile capabilities to maintain your assets.
        • Explore -- Learn more about Hardware Asset Management by reviewing the benefits that it can provide for different users in your organization.
          • AI in Hardware Asset Management -- Set up, manage, and optimize your generative AI solutions on the ServiceNow AI Platform from a single workspace.
            • Supporting information -- Get a quick overview of the important information related to the ServiceNow Otto for Hardware Asset Management (HAM) application.
            • Agentic workflows -- Use the ServiceNow Otto for HAM AI agent collection to complete hardware asset sourcing tasks autonomously and optimize the asset repair workflow. These AI agents help resolve hardware requests quickly, improve the productivity of asset managers, and speed up repairs.
            • Generative AI skills -- Streamline asset management tasks in the Hardware Asset Workspace by using the generative AI skills available in the ServiceNow Otto for HAM application.
          • Hardware Asset Management subscription -- The ServiceNow platform uses a licensing method where your organization is charged for using the IT Asset Management application- ServiceNow Hardware Asset Management.
            • Hardware Asset Management licensing -- Hardware Asset Management (HAM) licensing enables you to choose the Hardware Asset Management resource categories that you want to use. You can save money by paying only for those categories that you use, and not for categories that you don't use.
            • Licensing framework for Hardware Asset Management solutions -- Manage the subscription units purchased and consumed by your organization for all the Hardware Asset Management solutions with the improved HAM licensing framework. When more than one Hardware Asset Management solution is activated on a ServiceNow instance, any licensable and opted-in resource category is licensed only under one solution.
          • Hardware Asset Workspace -- The Hardware Asset Workspace is the intuitive and streamlined user interface of the Hardware Asset Management application to manage your hardware assets.
            • Hardware asset overview -- Enhance your Hardware Asset Management experience by using the modernized and user-friendly Hardware asset overview view. The Hardware asset overview is a simplified and intuitive environment that helps you use the application more effectively by reducing complexity.
            • Asset analytics view -- Use the Asset analytics view to get a detailed view of all your hardware assets, the total cost of ownership (TCO) of your assets, and the asset performance.
            • DaaS provider view -- The DaaS provider view in the Hardware Asset Workspace is an intuitive interface of the Device as a Service application to manage the assets of the customers of DaaS providers.
            • Inventory view -- Use the Inventory view in the Hardware Asset Workspace to view the inventory functions such as Asset audits and Disposal orders and to take any inventory-related actions.
            • Asset estate view -- Use the Asset estate view in the Hardware Asset Workspace to view the asset functions and notifications such as expiring assets, expiring lease contracts, and take appropriate actions.
            • Model management view -- Use the Model management view in the Hardware Asset Workspace to create or edit models, view the asset model-related functions such as hardware and consumable models nearing the end of life, and take appropriate actions.
            • Content lookup portal -- The Content lookup portal gives you visibility into the data stored in the Content Library as part of the IT Asset Management Content Service via an intuitive user interface.
            • Procurement view -- Use the Procurement view in the Hardware Asset Workspace to view and manage procurement-related details such as procurement requests, purchase orders, sourcing tasks, and receiving slips.
            • Contract management view -- Use the Contract management view in the Hardware Asset Workspace to view and manage details of contracts such as Contract number, Contract start and end dates, terms and conditions statements.
            • Success portal view -- Use the Success portal view in Hardware Asset Workspace to track the progress of your Hardware Asset Management (HAM) application with success goals, assign activities to track the success of your goals, and mature your HAM program with predefined maturity items.
            • Asset operations view -- Use the Asset operations view in the Hardware Asset Workspace to view the asset operations-related functions such as stock rules, stock orders, procurement sourcing requests, all contract renewal requests, contract renewal line items, custom products, custom models, and take appropriate actions.
          • Mobile app for Hardware Asset Management -- Use the ServiceNow Mobile and ServiceNow Agent apps to manage your assets.
            • ServiceNow Agent app -- Use the ServiceNow Agent app to create assets, look up assets, and receive assets from a purchase order.
              • Create an asset -- Use the ServiceNow Agent app to create assets, look up assets, and receive assets from a purchase order.
              • Asset lookup -- Use the ServiceNow Agent app to create assets, look up assets, and receive assets from a purchase order.
              • Receive assets from a purchase order -- Use the ServiceNow Agent app to create assets, look up assets, and receive assets from a purchase order.
              • Verify and depart your assets for disposal -- Use the ServiceNow Agent app to create assets, look up assets, and receive assets from a purchase order.
            • Now Mobile app -- Use the Now Mobile app to view the assets that are assigned to you, to report any issues with your assets, and to remotely receive new assets. Create incidents to report any issues with your assets to your IT department.
          • Asset Management Executive Dashboard -- Use the Asset Management Executive Dashboard to gain visibility into critical KPIs for Hardware Asset Management, Software Asset Management, and Cloud Cost Management applications via a single dashboard.
            • Sustainable IT dashboard -- Use the Asset Management Executive Dashboard to gain visibility into critical KPIs for Hardware Asset Management, Software Asset Management, and Cloud Cost Management applications via a single dashboard.
          • Analytics and Reporting Solutions for Hardware Asset Management -- This Platform Analytics Solution contains preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.
            • Hardware Asset dashboard -- This Platform Analytics Solution contains preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.
          • Product Instance feature in Hardware Asset Management -- You can consistently represent a product along all applications, processes, workflows, and user interactions through the Product Instance feature. Changes made to any of the product representations are synchronized automatically.
          • Asset life-cycle automation -- Automate the update of your asset records throughout its life cycle and remove the effort of manually maintaining asset accuracy.
          • Hardware Model Normalization -- Hardware Model Normalization standardizes the manufacturer, product, model, and device type, of your hardware and consumable models. The system compares the details on each model against the Hardware Model Normalization Content Service and fills in the standard values it finds.
          • Hardware Asset Management flow customization -- Customize the flows in some of the Hardware Asset Management features by using the available decision tables.
          • Return Merchandise Authorization -- Return Merchandise Authorization (RMA) is an agreement between a buyer and seller that lets the buyer return or replace a faulty product. The Asset RMA Order catalog item has prescriptive flows to streamline the RMA process.
          • Integrating Zebra technology RFID system -- Integrating a Zebra technology Radio Frequency Identification (RFID) system with your ServiceNow instance enables you to identify , track, and manage your hardware asset locations automatically.
          • Asset bundles -- Asset bundles help you bundle a group of assets, already in your inventory, as a single entity.
          • Asset reclamation -- Reclaim Asset catalog item integrates Asset Management module with HR module to let you efficiently reclaim assets.
          • Asset donation -- You can easily donate hardware and consumable assets in stock in your organization to charity organizations through an Asset Donation Order.
          • Pre-allocated assets -- Pre-allocated assets are often assets that the vendor still owns, but has agreed to store in a customer stockroom for just-in-time procurement.
          • Pallet assets -- Use the Pallet asset class to track and manage assets in your inventory as a group. You can easily move a group of assets between locations or dispose of them as a group.
          • Loaner assets -- Request a loaner asset or consumable when you need it for a short period of time.
          • Advanced Shipment Notification (ASN) -- Advanced Shipment Notification (ASN) automates the creation of asset records in the In transit state when vendors supply both asset and shipment details before delivery.
          • Integration with Lenovo for asset warranty details -- The Lenovo Asset Warranty Flow enables you to get the warranty information of hardware assets by connecting to the Lenovo Warranty API.
          • Zero Touch Refresh -- Use the Zero Touch Refresh flow to fulfill employee hardware refresh requests through an external vendor without having to maintain new assets in the local stockroom.
          • Integrate with third-party carrier application -- You can check the status of your shipments in real time by integrating your ServiceNow instance with a third-party carrier application using the integration framework provided by the IT Asset Management application.
          • Asset Total Cost of Ownership -- Assets incur costs throughout their life cycle, including initial capital costs and operational costs. Asset Total Cost of Ownership helps Asset managers to understand, analyze, and track the Total Cost of Ownership (TCO) of assets, where the total cost includes initial capital cost and operation cost.
          • Manage onboarding of hardware products using Application Portfolio Management -- Onboard your hardware products and manage the Technology Reference Model (TRM) life-cycle by using Technology Reference Model (TRM) of Application Portfolio Management along with the Hardware Asset Management application.
          • Fix defective assets -- Use the Repair flow to get the defective hardware assets in your stockroom fixed so that the repaired assets can be used in different Hardware Asset Management workflows.
          • Inventory picking for Hardware Asset Management -- As an inventory user working in large stockrooms, use the Inventory picking feature to pick the assets in the stockroom easily and facilitate the asset pick-up by technicians.
          • Asset put away -- Use the Asset put away feature to track asset movement efficiently in the inventory.
          • Zero Touch request flow -- Fulfill the hardware requests of your employees through an external provider with minimal intervention by using the Zero Touch request flow.
          • Asset Attestation -- Use Asset Attestation to maintain accurate details of all the serialized hardware assets that are assigned to your employees.
          • Receiving hardware and consumable assets at stockrooms -- As an inventory user, you can receive assets at a stockroom from any workflow using the unified and standardized receiving mechanism.
          • Asset performance reports -- Gain insights into the overall operational efficiency of your organization's hardware assets by using the asset performance reports available in the Asset analytics view.
          • Approximated life cycle -- Leverage the expanded lifecycle coverage for hardware and consumable models available in the ServiceNow Content library portal when explicit dates from the manufacturer aren’t available. Hardware models with approximated lifecycle dates contain a lifecycle code that indicates the dates are approximate.
        • Configure -- Configure Hardware Asset Management to have centralized asset data for accurate inventory and insights, automate the IT life cycle with workflows, and reduce the asset costs and risks.
          • Installing Hardware Asset Management -- The Hardware Asset Management (HAM) application can be installed from the Product Hub or the ServiceNow Store.
            • Hardware Asset Management on Product Hub -- Product Hub provides a single location to install, update, and manage HAM applications and plugins.
            • Install HAM from the ServiceNow Store -- You can install the Hardware Asset Management application (sn_hamp) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence: The application includes demo data. Install related ServiceNow Store applications and plugins if they are not already installed.
          • Configuration Console for HAM -- The Configuration Console gives administrators a centralized, module-by-module setup experience to configure Hardware Asset Management features after installation.
          • Opt-in to the Hardware Asset Management Content Service -- Opt in to the Hardware Asset Management Content Service to improve the normalization process by sharing hardware and consumable model data from your organization with ServiceNow.
            • Import and export content data -- Import content data from or export content data to the Hardware Asset Management content library service to support hardware normalization of asset models. On-premise users can import or export data via a zip file using the Manage Hardware Library module.
          • Hardware Asset Management license exclusion -- Pay only for the assets using licensed Hardware Asset Management features and exclude an asset for which you don't want to use the licensed features.
            • Opt-in or opt-out of HAM license resource categories -- Opt in the Hardware Asset Management (HAM) license resource categories that are part of the HAM subscription. You can purchase and opt in the resource categories that you use, and you can opt out and not pay for the categories that you don't use.
              • Exclude assets -- Exclude an asset for which you don't want to use Hardware Asset Management licensed features.
          • Update associated Decision tables for HAM flows -- Update associated Decision tables for Hardware Asset Management (HAM) flows to trigger a new or customized HAM flow.
          • Configure stockrooms -- Stockrooms are physical locations where hardware assets are stored before deployment or after return. Configure stockrooms before stockroom technicians begin receiving assets, fulfilling requests, or running inventory audits.
            • Create a stockroom -- Create stockrooms to assign places to assets.
            • Create a stockroom type -- If you need stockroom types that are not included in the base system, you can create a custom stockroom type.
            • Create a stock rule -- Create a stock rule to control what happens when the inventory of a particular asset in a particular stockroom reaches a specified threshold.
            • Associate a stockroom with service locations -- Manage sourcing requests that consume from local stockrooms effectively by associating your stockroom with multiple service locations. Optimize your loaner asset workflow and automated asset tasks by serving multiple locations using a single stockroom.
            • Link stockrooms into a distribution channel -- Link two geographically related stockrooms to create a distribution channel and make the distribution of assets more efficient. You can assign a preference order for each channel to source assets to the stockroom.
            • Configure a stockroom for automated sourcing by AI agents -- Configure a stockroom to enable AI agents in the Manage hardware asset requests agentic workflow to source hardware assets automatically.
            • Remove service locations -- Remove service locations when the associated stockroom doesn't support those locations.
            • Exclude a stockroom from service locations -- Exclude a stockroom from service locations so that the stockroom isn't shown in the Stockrooms missing service locations important actions card in the Inventory view.
            • Exclude a stockroom from distribution channels -- Exclude a stockroom from distribution channels so that the stockroom isn't shown in the Stockrooms missing distribution channels important actions card in the Inventory view.
            • Delete a stockroom with assets -- You can delete a stockroom. If the stock room has assets, you must remove the assets from the stockroom first.
            • Delete a stockroom with no assets -- You can delete a stockroom that has no assets.
          • Integrations and advanced configuration -- Configure HAM integrations and advanced settings to connect external carriers, enable Zero Touch workflows, track cost and performance, define success goals, and manage charity organizations for asset disposal.
          • Configure ServiceNow Otto for HAM -- Configure the ServiceNow Otto for Hardware Asset Management (HAM) application to use the agentic workflow capabilities for managing your hardware asset requests autonomously.
            • Install -- If you have the admin role, you can install the ServiceNow Otto for Hardware Asset Management (HAM) application. ServiceNow Otto for HAM enables asset managers and procurement users to use the capabilities of agentic workflows in Hardware Asset Management.
          • Applying the CSDM guidelines to Hardware Asset Management -- Hardware Asset Management manages (contributes data to) CSDM tables. Hardware Asset Management also uses data from CSDM tables that other applications generate. Several ServiceNow products, therefore, benefit from and add value to Hardware Asset Management.
        • Use -- Use the Hardware Asset Management application to manage your hardware and consumable assets.
        • Reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Hardware Asset Management.
        • HAM integrations -- The Hardware Asset Management (HAM) application integrates with external systems and ServiceNow platform capabilities to extend asset data quality, lifecycle visibility, and device management across your organization.
        • ServiceNow Otto for Hardware Asset Management (HAM) -- Use the ServiceNow Otto for Hardware Asset Management (HAM) application to streamline and automate the hardware asset request process and the repair process with the agentic workflows.
        • Device as a Service -- The Device as a Service (DaaS) feature provides assets and asset management services to the customers of DaaS providers via a subscription model.
          • Configuring DaaS -- Plan and configure the Device as a Service (DaaS) features and functionalities.
            • Install Hardware Asset Management for DaaS -- You can install the Hardware Asset Management for DaaS application (com.sn_daas_ham) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.
          • Managing inbound asset orders for DaaS assets -- Following a request for a hardware asset, an inbound asset order is associated with this request by creating an order in the DaaS provider interface.
          • Managing RMA response orders for DaaS assets -- Following a request for a hardware asset return or replacement, a Return Merchandise Authorization (RMA) order is associated with this request by creating an RMA response order in the DaaS provider interface.
            • Create an RMA response order -- Create a Return Merchandise Authorization (RMA) response order to associate an RMA request for an asset.
            • Create an RMA response order line -- Create a Return Merchandise Authorization (RMA) response order line for every asset in an RMA response order.
            • Assess the RMA asset -- Assess the Return Merchandise Authorization (RMA) asset using either an on-site or off-site assessment procedure.
            • Schedule a visit to the customer site -- Schedule a visit of the DaaS provider representative to the customer location.
            • Evaluate the RMA asset -- Evaluate the Return Merchandise Authorization (RMA) asset on the scheduled date at the customer location.
            • Repair the RMA asset -- Indicate whether the Return Merchandise Authorization (RMA) asset has been repaired or considered unrepairable.
            • Evaluate the repaired asset -- Evaluate the status of the repaired asset and indicate the evaluation result as redeployable or identified for disposal.
            • Ship the asset to the DaaS provider -- Return the asset to the DaaS provider and record the shipment details using the Ship task.
            • Receive asset -- After the shipment of the asset to the DaaS provider is complete, confirm the receipt of the asset by using the Receive task.
          • DaaS reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Asset as a Service.
      • Cloud Cost Management -- ServiceNow Cloud Cost Management application (formerly Cloud Insights) gives you visibility and control of your cloud usage and costs. It helps you discover all your cloud resources, break down cloud spend by cost center, business service, and other entities. You also get recommendations on how to reduce cloud spend and automate repetitive cost optimization tasks.
        • Explore -- Learn more about Cloud Cost Management with a sample workflow and reviewing the benefits that it can provide for different users in your organization.
          • AI in Cloud Cost Management -- Set up, manage, and optimize your generative AI solutions on the ServiceNow AI Platform from a single workspace.
            • Supporting information -- Get a quick overview of the important information related to the ServiceNow Otto for Cloud Cost Management application.
            • Generative AI skills -- Streamline cloud spend management tasks in the Cloud Cost Management Workspace by using the generative AI skills available in the ServiceNow Otto for Cloud Cost Management application.
          • Cloud Cost Management Infra Stack -- Use the Cloud Cost Management Infra Stack application to process and download billing files with improved data processing speed. The Cloud Cost Management Infra Stack application also supports high transaction volumes.
          • Cloud Cost Management Workspace -- Use the Cloud Cost Management Workspace, the intuitive and streamlined user interface of the Cloud Cost Management application, to analyze the full range of costs that are associated with cloud resources. You can identify and act on opportunities to save money and optimize operations.
            • Cloud cost overview -- Enhance your experience by using the modernized and user-friendly Cloud Cost Management overview. This overview page helps you use the Cloud Cost Management application more effectively by reducing complexity.
            • Spend view -- Ensure accurate spend reporting by using the Spend view in the Cloud Cost Management Workspace.
              • Spend analytics -- The Spend analytics page gives you visibility of your cloud spending data across multiple report types, including cloud spend, Kubernetes spend, and shared cost. Use saved views to store and reload your preferred filter configurations, including cost type, time range, and group-by selections.
              • Saved views -- The Saved views page displays all spend analytics views saved for your organization. Use this page to manage your customized views.
            • Optimization view -- Use the Optimization view in the Cloud Cost Management Workspace to review savings opportunities and act on recommendations across Unused resources, Rightsizing, Business hours, and Commitments.
            • Budget view -- Understand budget compliance by groups and service accounts can significantly improve oversight and reduce cloud spend.
            • Business Insights view -- The Business Insights view in the Cloud Cost Management Workspace provides a unified outlook of your cloud and non-cloud costs. This view helps finance, FinOps, and business teams understand the total cost of ownership (TCO) and unit economics for applications, departments, and business units.
            • Operations view -- Use the Operations view in the Cloud Cost Management Workspace to view and manage your preferences, cost usage tags, and administration-related operations.
            • Admin view -- The Admin view in the Cloud Cost Management Workspace enables you to install, set up, and configure the application through a guided experience.
          • Visibility into Cloud Cost Management KPIs using the Asset Management Executive Dashboard -- Use the Asset Management Executive Dashboard to gain visibility into critical KPIs for Hardware Asset Management, Software Asset Management, and Cloud Cost Management applications via a single dashboard.
          • Discovering your cloud resources for use -- Select the service accounts to discover, the credentials for accessing the accounts, and the MID Servers that scan the resources. If you use the Discovery application, the Discovery Manager wizard simplifies the configuration process for discovering cloud attributes. If you use a different method for discovering resources, you can skip this configuration operation.
          • Unused resources -- The Unused resources feature analyzes usage data to identify resources that are wasting money because they aren’t being used. You can schedule Unused resources jobs to power off or terminate the resources that you specify.
          • Rightsizing resources -- The Rightsizing feature analyzes resource usage to recommend better sizes for resources that are wasting money by being over-provisioned or underused. A confidence rating and predicted savings support each recommendation. Schedule Rightsizing jobs to resize the resources you specify.
            • Rightsizing analysis for AWS -- Cloud Cost Management uses a process that is optimized for each provider. For AWS, Cloud Cost Management compares the calculated potential costs to actual billed costs and then generates recommendations.
              • AWS only – Rollback on failed Rightsizing attempts -- AWS only: If a Rightsizing action fails, the system immediately performs a rollback to return the resource to its original size, restarts the resource if needed, updates the change request with full details, and updates Rightsizing report data.
            • Rightsizing analysis for Microsoft Azure -- Cloud Cost Management uses an optimized Rightsizing process for Azure to identify optimization opportunities specific to your environment.
            • Rightsizing analysis for Google Cloud -- Cloud Cost Management uses an optimized Rightsizing process for each provider.
          • Business hours -- A Business Hours job applies policies to identify cloud resources that are running when they should be powered off. It reports those resources and starts or stops them on a schedule you define. Running resources during business hours only can help reduce your cloud spend.
          • Commitments -- The Commitments feature recommends resources that could decrease costs by the conversion of on-demand payment plans to reservation plans. These plans are also called committed-use discounts, committed-use savings plans, or reserved instance plans.
          • Unassigned resources -- Unassigned resources policies help you to identify the resources that aren’t associated with a change group and to assign them appropriately. When a resource is assigned to the correct group, the resource can be appropriately governed even as it goes through stages such as patching, upgrading, and reconfiguring.
          • Cloud budgets -- To manage your cloud spend, you can define and monitor custom budget plans. The system compares the plans with billing data to calculate and report on how well budgets are being met. Understanding budget compliance by groups and service accounts can significantly improve oversight and reduce cloud spend.
          • Cloud service categories in Cloud Cost Management -- Provider services are grouped into service categories in Cloud Cost Management. This grouping enables you to use filters to focus your analysis on particular types of service.
          • Cost usage tags -- Cost usage tags in the Cloud Cost Management application are the tag key-value pairs that cloud providers attach to billing line items when resources are deployed.
            • Tag categories -- Tag categories in the Cloud Cost Management application enable grouping multiple tag names under a single category, making it simpler to track costs against specific business entities. In the provider portal, you can define cost tags to associate resource usage with specific business entities. For example, the Application, Test, and QA tags represent cost centers.
            • Tag category source -- The Tag category source setting controls how the Cloud Cost Management application maps cloud resource tags to business entities for cost attribution and reporting.
        • Configure -- Plan and configure Cloud Cost Management to gain visibility into your total cloud consumption, reduce costs, and optimize the operations of your cloud platforms.
        • Use -- Use Cloud Cost Management to rightsize, identify, assign, manage, and analyze usage data of your cloud resources.
          • Analyze cloud spend using the Cloud cost summarizer generative AI skill -- View actionable optimization insights with a comprehensive AI-generated summary of your cloud spend trends, top cost drivers, and budget alignment with your selected filters and groupings.
          • Manage unused resources -- Reduce cost by identifying the unused resources and scheduling jobs to power-off or terminate the unused resources.
          • Resize resources with Rightsizing -- Gain better visibility of resource usage by identifying your over-provisioned or underused resources, configuring rightsizing operations, implementing rightsizing recommendations, and performing various rightsizing operations.
          • Improve resource usage with Business hours -- Improve resource usage and reduce your cloud spend by running resources during the specified business hours.
            • Configure Business hours operations -- Enable or disable the Business hours feature and set a non-business-hour spend threshold to trigger notifications to users or groups. This action helps control unnecessary resource usage and reduce costs.
            • Create Business hours schedule -- Create and apply a Business hours schedule to the cloud resources for enforcing the on/off schedule.
            • Define or update a Business hours policy -- A Business hours job applies policies to identify resources running outside the specified hours, reports them, and manages the start and stop of resources on a specified schedule. Running only during specified business hours can significantly reduce your cloud spend.
          • Reduce resource cost with Commitments -- View the Reserved Instances (RI) report, implement recommendations, and configure processes to convert on-demand payment plans to reservation plans, and save the cost of your resources.
            • Configure Commitments operations -- View the Reserved Instances (RI) report, implement recommendations, and configure processes to convert on-demand payment plans to reservation plans, and save the cost of your resources.
          • Manage cloud budgets -- Define and monitor custom budget plans for managing your cloud spend by using the Budget view in the Cloud Cost Management Workspace.
            • Create or update a budget policy -- Define and monitor custom budget plans for managing your cloud spend by using the Budget view in the Cloud Cost Management Workspace.
          • Manage Cloud Cost Management subscriptions -- Reduce your licensing costs by choosing only the Cloud Cost Management Resource Categories that you use.
          • Assign service accounts to an insights_owner -- Assign ownership of one or more service accounts and, optionally, the related CIs to users that have the insights_owner role. An insights_owner can define jobs and policies and can view data for owned service accounts.
          • Exclude a resource from all Cloud Cost Management reports -- To ensure that cost data for a particular resource doesn’t appear in a report, you exclude the resource by adding it to the Excluded Resources list.
          • Create and update a tag category -- Create a tag category to enable multiple tag names for representing costs against a single business entity. For example, multiple users might independently have created the tag names "App", "AppService", and "appl" to indicate applications. With a tag category of "Application", any costs for items tagged App, AppService, or appl are correctly assigned as costs against an application.
            • Select a tag category source -- Select a tag category source to control how the Cloud Cost Management application maps cloud resource tags to business entities for cost attribution and reporting.
            • Add or update a tag value for an AI Service tag category -- Associate a tag name with its corresponding tag value whenever a new AI service or a category within an existing AI service is introduced for Amazon Web Services (AWS), Microsoft Azure, or Google Cloud Platform (GCP).
          • Upload business data for unit economics -- Upload revenue and unit count data to populate the Unit economics dashboard in the Business Insights view. This Unit economics dashboard enables you to view unit count data across applications, departments, and business units.
          • Create or update a shared cost allocation policy -- Create a shared cost allocation policy with  different allocation types to split the cost of shared cloud resources among various business lines.
          • Set up or update preferred currency options -- Set up or update the preferred currency options for your cloud cost and usage data to gain reporting flexibility. These currency options become available for Cloud Cost Management users to choose from.
            • Choose preferred currency for cost and usage data -- Choose your preferred currency from the available options that will be shown for all the billing and usage data. The currency that you choose becomes the display currency on all the dashboard widgets, recommendations (rightsizing, business hours, unused resources, reservation/savings plan), budgets, and billing data.
          • Compare MetricBase data with spend data -- Compare MetricBase (Clotho) data with your Spend data for Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) to diagnose and troubleshoot Cloud Cost Management billing issues.
        • Cloud Cost Management reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Cloud Cost Management.
          • Domain separation and Cloud Cost Management -- Domain separation is unsupported for Cloud Cost Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
          • Cloud Cost Management roles -- Roles are installed with the activation of the Cloud Cost Management application.
          • Components installed with Cloud Cost Management -- Several types of components are installed with activation of the Cloud Cost Management application, including tables, user roles, and scheduled jobs.
          • System properties for Cloud Cost Management -- These system properties are available for the Cloud Cost Management application.
          • Cloud service categories in Cloud Cost Management for Amazon AWS Cloud services -- In Cloud Cost Management, provider services are grouped into service categories. This grouping enables you to use filters to focus your analysis on particular types of service (for example, Compute or Database). To perform more targeted analysis, you can filter for particular services within a service category (for example, Amazon ElastiCache or Azure Database for PostgreSQL are services in the Database category).
          • Cloud service categories in Cloud Cost Management for Microsoft Azure services -- In Cloud Cost Management, provider services are grouped into service categories. This grouping enables you to use filters to focus your analysis on particular types of service (for example, Compute or Database). To perform more targeted analysis, you can filter for particular services within a service category (for example, Amazon ElastiCache or Azure Database for PostgreSQL are services in the Database category).
          • Cloud service categories in Cloud Cost Management for Google Cloud services -- In Cloud Cost Management, provider services are grouped into service categories. This grouping enables you to use filters to focus your analysis on particular types of service (for example, Compute or Database). To perform more targeted analysis, you can filter for particular services within a service category (for example, Amazon ElastiCache or Azure Database for PostgreSQL are services in the Database category).
          • List of Budget policy creation fields -- Fields on the Budget policy creation form help you create a budget policy to specify a budgeted amount, cost type, reset period, and other aspects of the budget.
          • List of Shared cost allocation policy fields -- Fields on the Shared cost allocation policy creation form help you create a shared cost allocation policy.
          • List of default tag categories -- View the list of default tag categories on the Tag categories page. A tag category helps you to enable multiple tag names for representing costs against a single business entity.
          • List of default Cloud categories for AI services -- List of default Cloud categories applicable to the Machine Learning service category for managing AI services.
          • Supported CI class types for Amazon AWS Cloud services -- Supported CI class types for AWS enable assigning cost and usage data correctly using the CI placement process. The CI placement process places a subset of CIs into corresponding CI tables that are used in the recommendation generation process for Cloud Cost Management.
          • Supported CI class types for Microsoft Azure services -- Supported CI class types for Microsoft Azure enable assigning cost and usage data correctly using the CI placement process. The CI placement process places a subset of CIs into corresponding CI tables that are used in the recommendation generation process for Cloud Cost Management.
          • Supported CI class types for Google Cloud services -- Supported CI class types for Google Cloud enable assigning cost and usage data correctly using the CI placement process. Some CI class types are placed immediately. The CI placement process places a subset of CIs into corresponding CI tables that are used in the recommendation generation process for Cloud Cost Management.
      • AI Cost Management -- The ServiceNow AI Cost Management application gives you comprehensive visibility and control over your AI spend and usage. The application consolidates cost and usage data from your external AI accounts, helping you track and optimize the total AI spend across your organization.
        • Explore -- The AI Cost Management application provides a central location for monitoring and analyzing your organization's AI spend and usage.
          • Views in AI Cost Management -- The AI Cost Management application contains various views that enable you to monitor and analyze your AI spend and usage.
            • Home view -- The Home view is the landing page of the AI Cost Management application. This view provides an overview of key AI spend metrics to help you understand your overall AI spend and usage.
            • Spend view -- The Spend view provides detailed insights into your AI spend and usage. You can view this information by account, product, model, cost center, department, or user.
            • Alerts center view -- The Alerts center view displays alerts related to your AI consumption spend limits. You can review these alerts to prevent potential AI spend overages so that you can stay within budget.
            • Settings view -- The Settings view enables you to set up integrations,spend limits and alerts, and enter subscription costs to use with the AI Cost Management application.
        • Configure -- Configure the AI Cost Management application so that you can track usage and monitor spend across your AI services.
        • Monitoring your AI spend and usage -- You can monitor your AI spend and usage to optimize licensing and reduce costs across your AI application deployments.
          • View your AI spend and usage -- View and analyze your AI spend and usage so that you can optimize your AI licensing costs and plan for future AI investments. You can view your AI spend and usage by account, product, model, cost center, department, or user.
          • Review AI spend alerts -- Review the AI spend alerts that trigger when you exceed the specified spend limit thresholds. These alerts help you maintain visibility and control over your AI spend so that you can avoid unexpected overages and stay aligned with your AI budget.
        • Reference -- Reference topics provide additional information about the AI Cost Management application.
          • Components installed with AI Cost Management -- Several types of components are installed with activation of the sn_itam_aicm plugin, including user roles, scheduled jobs, and tables.
          • Domain separation and AI Cost Management -- Domain separation is unsupported for AI Cost Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
      • Asset Audit Response -- The ServiceNow Asset Audit Response application, which is part of ITAM for Financial Services, provides prescriptive workflows to manage and respond to your regulatory audits.
        • Explore -- Learn more about the Asset Audit Response application by reviewing the workflow and understanding the benefits that it can provide to your organization.
          • Asset Governance Workspace -- If you are an asset manager, you can use the Asset Governance Workspace to get a comprehensive view of your assigned evidence requests and to track and manage your responses to those requests.
            • Asset governance overview -- Enhance your Asset Audit Response experience by using the modernized and user-friendly Asset governance overview. This simplified and intuitive overview helps you use the Asset Audit Response application more effectively by reducing complexity.
          • Audit Workspace -- If you are an audit manager, you can use the Audit Workspace to track and manage your financial regulatory audit engagements and corresponding evidence requests.
          • AI in Asset Audit Response -- Set up, manage, and optimize your generative AI solutions on the ServiceNow AI Platform from a single workspace.
        • Configure -- Configure the Asset Audit Response application so that you can track and manage your financial regulatory audit engagements, evidence requests, and responses to those requests.
          • Install Asset Audit Response -- You can install the Asset Audit Response application (com.sn_audit_response) if you have the admin role. The application installs related ServiceNow Store applications and plugins if they are not already installed.
        • Managing audit engagements -- If you are an audit manager, you can create and manage engagements for your financial regulatory audits in the Audit Workspace.
        • Requesting evidence -- If you are an audit manager, you can request evidence for your financial regulatory audit engagements in the Audit Workspace.
        • Fulfilling evidence requests -- If you are an asset manager, you can fulfill evidence requests for financial regulatory audit engagements in the Asset Governance Workspace.
          • Fulfill evidence requests -- Use the Asset Response Guided Experience to fulfill and respond to evidence requests for financial regulatory audit engagements.
        • Reference -- Reference topics provide additional information about the Asset Audit Response application.
          • Installed with Asset Audit Response -- Various components are installed on activation of the Asset Audit Response application.
          • Domain separation and Asset Audit Response -- If any conkeyrefs are broken, re-add them from the doc/source/reuse/domain-separation/domain-separation-overview.dita file.In the short description, edit the first sentence to state whether domain separation is supported or not and add the application name. Keep the conkeyref at the end that describes domain separation.Domain separation is supported for Asset Audit Response. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
      • IT Asset Management content request process -- The IT Asset Management Content Service team manages and supports content requests from IT Asset Management customers.
    • Enterprise Asset Management -- Enterprise Asset Management is a business application that manages the entire life cycle of your enterprise connected and non connected assets.
    • Common applications -- The IT Asset Management application relies on a seamless integrated ecosystem of applications to deliver complete visibility, control, and optimization of IT assets throughout their lifecycle.
      • Base Asset Management -- The Base Asset Management application integrates the physical, technological, contractual, and financial aspects of information technology assets. Base Asset Management focuses on the financial tracking of company property.
        • Explore -- The user interface of the Base Asset Management application is enhanced to make it more user-friendly and intuitive, enabling you to manage your hardware installations better.
          • Hardware asset overview -- Enhance your Base Asset Management experience by using the modernized and user-friendly Hardware asset overview view. The Hardware asset overview is a simplified and intuitive environment that helps you use the application more effectively by reducing complexity.
          • Inventory view -- Use the Inventory view in the Asset Workspace to view and manage inventory-related functions such as stockrooms and transfer orders.
          • Asset estate view -- Use the Asset estate view in the Asset Workspace to create, view, and modify the assets and also manage asset functions and notifications.
          • Model management view -- Use the Model management view in the Asset Workspace to create or modify models and manage asset model-related functions. Track hardware and consumable models nearing end of life.
          • Contract management view -- Use the Contract management view in the Asset Workspace to view and manage details of contracts such as Contract number, Contract start and end dates, terms and conditions statements.
          • Asset and CI management -- Asset and configuration item (CI) management refers to creating assets, setting appropriate states and substates, synchronizing assets and CIs, managing consumables, and retiring assets.
          • Example Asset Management process -- The best method for managing assets depends on business needs and how your business is organized.
        • Use -- Use the Base Asset Management application to manage your assets efficiently.
          • Work with Asset and CI -- Asset and configuration item (CI) management refers to creating assets, setting appropriate states and substates, synchronizing assets and CIs, managing consumables, and retiring assets.
            • Create assets -- Create hardware, software, consumable, bundle, pallet, mobile, and facility assets using the Core UI or the Hardware Asset Workspace.
            • Retire assets -- You can retire an asset at any time.
            • Delete assets -- You can delete an asset at any time.
            • Map asset and CI fields -- When you map the asset and CI fields, synchronization happens both ways. Changes to either the asset or CI record are updated to the logically mapped record. You can synchronize custom mappings and mappings provided with the base instance.
            • Map asset state and CI install status -- Map the asset State and Substate fields to the CI Install Status field. The Substatus field of the CI Install Status field should not be used for hardware CIs.
            • Map asset state and CI hardware status -- Map the asset State and Substate fields to the CI Hardware Status field. Don't use the Substatus field on hardware CIs because the CI synchronization does not update the field when assets are updated. When you create the mapping, you can set the synchronization direction from the asset, CI, or both.
          • Manage various assets through asset classes -- The default asset classes are Hardware, Software License, Consumable, Bundle, Software Entitlement, and Facility. These general classes can be used to manage various assets.
            • Create an asset class -- Creating an asset class requires defining a new table and creating a corresponding application and module, then adding the new asset class to new or existing model categories. The default asset classes are Hardware, Software License, and Consumable. These general classes can be used to manage various assets.
            • Create license assets -- You can manage your organization's software license assets.
            • Set asset states and substates -- Use asset states and substates to track assets accurately and at a detailed level.
            • Add depreciation to an asset -- Depreciation is the reduction in the value of an asset over time.
          • Create fixed assets -- Fixed assets are containers that can hold multiple assets. Fixed assets are commonly tracked at the corporate level by a finance or accounting department, but may contain IT assets such as hardware and software.
            • Use depreciation with fixed assets -- Fixed assets are containers that can hold multiple assets. Fixed assets are commonly tracked at the corporate level by a finance or accounting department, but may contain IT assets such as hardware and software.
          • Consumables life cycle -- Consumables are assets that are not tracked individually, but as a group of the same model.
          • Stockrooms -- Stockrooms are places to which assets are assigned.
            • Stock rules -- Stock rules are defined criteria stating that when the inventory of a particular asset in a particular stockroom reaches a specified threshold, a certain number should either be transferred from another stockroom or ordered from a vendor.
          • Manage pre-allocated assets -- Manage pre-allocated assets, which are the assets that the vendor still owns, but has agreed to store in a customer stockroom for just-in-time procurement.
            • Create pre-allocated assets -- Create a pre-allocated asset that physically exists, but isn’t yet a financial liability.
            • Allocate a pre-allocated asset -- Assets can be allocated from pre-allocated asset records, which creates new asset records and reduces the Quantity in the original pre-allocated asset record.
            • Split a pre-allocated asset -- You can split a pre-allocated asset to create a group that can be moved to a different stockroom.
          • Manage transfer order -- Manage the asset movement from one stockroom to the other using transfer order.
            • Transfer order flow -- Use the Transfer Order flow to track asset movement from one stockroom to the other and the Transfer Order Line flow to handle the processing of transfer order lines. You can edit the existing flow or create a flow in the graphical Workflow Studio to meet your organization's asset transfer process.
            • Transfer order tasks -- Transfer assets from one location to the other by moving the assets through the transfer order process. Transfer order lines specify the exact items that comprise a transfer order.
            • Customize transfer order line tasks -- Understand how transfer order line tasks are structured and when to create customized template tasks or subtasks for your organization's asset transfer process.
              • Create a customized template task -- Create customized template tasks to configure your specific task workflow for transfer order lines. Default template tasks are available with the Base Asset Management application. You can’t modify or delete a default template task.
              • Create a template subtask -- Create template subtasks to add granularity to the transfer order line tasks. For example, before preparing for shipment, for a computer, you may want to create sub tasks for imaging the computer or adding additional software.
            • Transfer assets using transfer orders -- Transfer assets from one location to the other by moving the assets through the transfer order process. Transfer order lines specify the exact items that comprise a transfer order.
            • Transfer order line asset tracking -- As transfer order line actions are triggered, the stock information and states of any affected assets are updated. Consumables and non-consumables are tracked differently.
          • Use Organization Management -- The Organization Management application provides an easy way to perform such asset management tasks as updating users and adding vendors.
            • Create a new vendor or manufacturer -- The Organization Management application provides an easy way to perform such asset management tasks as updating users and adding vendors.
            • Locations module -- The Organization Management application provides an easy way to perform such asset management tasks as updating users and adding vendors.
        • Reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Asset Management.
      • Contract Management -- Manage and track contracts with the ServiceNow Contract Management application.
      • Procurement -- Procurement managers can use the ServiceNow Procurement application to create purchase orders and to obtain items for fulfilling service catalog requests.
        • Procurement roles -- The Procurement application uses the following roles.
        • Procurement workflows -- Procurement uses the following workflows. You can edit the existing flows or create a flow in the graphical Workflow Studio to meet your organization's asset procurement process.
        • Use the Procurement Overview module -- Use the gauges on the Procurement Overview homepage to help you track and manage requests, purchase orders, and other important aspects of the procurement process.
        • Activate Procurement -- You can activate the Procurement plugin that provides core procurement capabilities.
        • Sourcing items in a service catalog request -- A service catalog request can contain multiple items that must be sourced.
        • Procurement purchase order management for assets -- Accurate purchase order information is important for invoice tracking, receiving, and reporting in the ServiceNow platform.
        • Receive assets -- Assets can be received and added to the system when they are delivered to a stockroom.
          • Receive an asset -- When assets are received and delivered to a stockroom, they’re added to the system.
          • Create a receiving slip -- Receiving slips are created automatically during the process of receiving assets. You can also create receiving slips manually.
          • Create a receiving slip line -- When assets arrive at a stockroom and you receive them, a receiving slip is created on the purchase order. You create a receiving slip line to identify the specific assets and quantities that were received.
          • Consumable assets -- A consumable asset is one that is purchased in quantity and distributed. It is assigned to the consumable model category, and the asset record tracks the quantity that is available and total cost. When consumable assets are received, they are merged into an existing consumable record, if available.
        • Integrating with external procurement applications -- Manage an end-to-end procurement process by integrating external procurement applications with Software Asset Management and create software requisitions directly on the external procurement applications. Software Asset Management tracks these requisitions and automatically generates entitlements or entitlement import errors after these requisitions are received on the external procurement application.
          • Install Asset Management - Procurement Integration -- You can install the Asset Management - Procurement Integration application (app-itam-procurement-integration) from the ServiceNow Store.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:
          • Domain separation and Asset Management - Procurement Integration -- Domain separation is supported for Asset Management - Procurement Integration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
          • Integrating with Coupa -- Integrating Coupa with Software Asset Management helps you create software requisitions directly on Coupa. Software Asset Management tracks these requisitions and automatically generates entitlements or entitlement import errors after these requisitions are received on Coupa.
          • Deleting an external procurement application integration profile -- If you want to stop using an external procurement application for creating software requisitions through Software Asset Management, you can delete the integration profile.
        • Domain separation and Procurement -- Domain separation is supported in Procurement processing. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
      • Product Catalog -- The product catalog is a set of information about individual models. Models are specific versions or various configurations of an asset. Asset managers use the product catalog as a centralized repository for model information.
        • Components installed with Product Catalog -- The following components are installed with the Product Catalog plugin.
        • Models -- Models are specific versions or various configurations of an asset. Models are used for managing and tracking assets through various ServiceNow platform asset applications, including Product Catalog, Asset Management, and Procurement.
          • Model form fields -- There are fields on the Model form that apply to all types of models.
          • Create hardware models -- Use hardware models to track equipment assets such as servers and racks. You can create a new hardware model.
          • Create consumable models -- Consumables are items that are tracked as a group, not individually. An example of consumable items is computer keyboards.
          • Bundled models -- A bundled model is a single model comprised of individual models. For example, a laptop, printer, keyboard, and mouse can be combined into a single bundled model. If you assign any one asset from the bundled model to an individual, that person receives all the components in the bundle.
          • Software models -- Software models are created as part of the asset management process. You can create product models for software from the product catalog, but you cannot administer all aspects of the software models.
          • Create application models -- You can create application models that can be managed and tracked within a Scrum development process.
          • Work order models -- When work management is activated, the ServiceNow platform adds the Work Order Models and Work Task Models modules to the product catalog.
          • Models created for VMware support and Amazon EC2 -- When you activate Orchestration for VMware and Amazon EC2, the system creates models automatically.
          • Add skills to a model -- You can associate skills with any model. Creating associations between skills and models is helpful if you are using work management and want to assign tasks to agents based on their skills with specific models.
          • Publish models to the hardware or software catalog -- You can publish models to the hardware or software catalog to make the models available in the service catalog.
          • Delete models -- If a model is no longer needed, you can delete it as long as no assets or configuration items use the model.
        • Vendor catalog items -- The vendor catalog is a list of goods available from different vendors.
        • Product catalog items -- Product catalog items are hardware and software that you can track and offer in the service catalog.
        • Model categories -- Model categories associate CI classes with asset classes. Model categories are part of the Product Catalog application.
          • View model categories -- Default model categories are included with product catalog. You can view a list of default categories and the categories that you created.
          • Create model categories -- You can add custom model categories for your instance.
          • Create assets manually -- The ServiceNow AI Platform does not create an asset automatically under certain conditions. You can create an asset manually as needed.
          • Edit model categories -- All default model categories can be edited, except for the Contract model category. You can edit any custom model categories that you created at any time.
          • Delete model categories -- If a model category is no longer needed, you can delete it.
        • Domain separation and Product Catalog -- Domain separation is supported in the Product Catalog. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
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