10.0.5 Contract management

The contracts management group shows all contract related reports in one place. This allows you to easily manage all your contracts.

Advantages over old contracts

In previous BigFix Inventory versions, contracts supported only Seats and ELA metrics. Views of contract data is available only for software instances and not for current products and metrics. To improve product function, with contract management in BigFix Inventory version 10.0.5, you can define contracts according to all metrics. This ability helps you track contracts.
Note: IBM Flexpoint bundles are not available for contracts as license usage is covered by IBM License Service Reporter. See also, Tracking license usage in multicluster environment with License Service Reporter.
The purposes of improved contract management are as follows:
  • Managing contracts from one report
  • Using contract metric calculation for products presented by computer groups
  • Managing contracts that are not limited to predefined metrics
  • Using the current measured metric value or software instances to drill down and view contract details

Deprecation

Staring from version 10.0.9, the old contracts and other deprecated features are removed and migration is not possible. The customer must upgrade the deprecated contracts before the upgrade. The custom saved reports that relates to the deprecated report will not work as well. The customer must redefine them before the upgrade. See also, Migrating contracts.

Actions

With the contracts management feature you can perform the following actions:
  • Search for specific contract to complete outstanding actions
  • Use predefined reports from dashboard to access saved reports.
  • Define custom reports or email notification to access the contract status
The reports are categorized into the following types:

Refer to the respective report type to know more about the actions you can perform on individual report type.

Contract fields and values

The below table inlcudes the fieds and their values:
Field name Description Importance
Name Contract name. Two or more contracts can have the same name only if their types are different. Mandatory
Contract ID Unique identifier of a contract. Mandatory
Metric Metric value of the contract. Optional
Software Product Any number of software products. If any metric is selected, it must be assigned to the selected software products. Optional
Type Type of the contract. Mandatory
Computer Group Computer group that the contract belongs to. Mandatory
Threshold Threshold for the contract measured value. Optional
Purchase Orders Any number of purchase orders assigned to the contract. Each purchase order consists of the following values:
  • Purchase Number - Identifier of the purchase order. All purchase orders in a contract must have different purchase numbers. Mandatory.
  • Document Link - Link to a document related the purchase order. Optional.
  • Vendor - Optional.
  • Value - Value of the purchase order. Can be set to non-negative number or ELA. To change the value type use the “Convert to ELA”/“Convert to number” button. Mandatory.
  • Entitlement Start - Entitlement start date of the purchase order. Mandatory.
  • Entitlement End - Entitlement end date of the purchase order. If not specified, the purchase order is considered to have no entitlement end date. Optional.

Based on the provided purchase order values, Current Contract Value, Next Entitlement Change Date, Next Entitlement Value and Entitlement End Date values are calculated. When a contract has no purchase orders, the values show ‘<no data>’.

Optional
Note: The Current Contract Value, Current Measured Value and Next Entitlement Value are calculated based on UTC time zone.

Add, modify, and delete contracts in the All Contracts report

With All Contracts report, you can add, modify, and delete contracts.

Add contracts
  1. Open the All Contracts reports.
  2. Click Edit and select Add Contract. A New Contract window appears.
  3. Enter the field values and click Save.

    Result: A new contract is created.

Modify contracts
  1. Open the All Contracts reports.
  2. Select a contract, click Edit, and select Modify Contract. An Edit Contract window appears.
  3. Update the field values.
  4. Click Save.

    Result: The contract is updated.

Delete contracts
  1. Go to All Contracts reports.
  2. Select a contract, and click on Edit and select Delete Contract. A confirmation dialog box appears.
  3. Click Delete Contract.

    Result: The report is updated.

Restriction: The add and edit contract window has the following constraints:
  • The date format is always in MM/DD/YYYY format.
  • The Select Year and Select Month labels In the date selector widget are not translated. They are always in English.
  • Software products with names containing non-ASCII characters cannot be assigned to a contract (applicable to BigFix Inventory versions before 10.0.7).
Import contracts
Import contracts using the UI and the API. For more information, see also Importing contracts.

Saved reports

The following contracts reports are included in the Saved reports list:

  • Contracts: All
  • Contracts: License Utilization Exceeded
  • Contracts: License Ended
  • Contracts License Ends in 30 Days
  • Contracts: License Ends in 90 Days
  • Contracts: Threshold Exceeded
  • Contracts: Support Ended
  • Contracts: Support Ends in 30 Days
  • Contracts: Support Ends in 90 Days

You can access saved reports from the predefined reports dashboard. For more information, see saved reports.