Step-By-Step Check List

This list will help you keep track of each step of the SAM process. Check off each item as it's completed. Visit the helpful links for more information on each step.

1. Take an initial inventory of installed software.

Helpful links: Software Inventory and Asset Management Tools (http://www.microsoft.com/resources/sam/tools.mspx) Microsoft Software Inventory Analyzer (MSIA) (http://www.microsoft.com/msia.mspx) PC Software Inventory Report Template (http://www.microsoft.com/resources/sam/download.mspx)

2. Track down existing licenses.

Helpful links: eOpen (https://eopen.microsoft.com) Microsoft Volume Licensing Services (https://licensing.microsoft.com) Microsoft Licensing Basics (http://www.microsoft.com/resources/sam/licensing.mspx) Microsoft Licensing (http://www.microsoft.com/licensing) How To Tell (http://www.howtotell.com)

3. Organize and analyze the results of the software inventory and license information.
Helpful link: Software and License Summary Report (http://www.microsoft.com/resources/sam/download.mspx)

4. Determine whether additional licenses are required and which licensing solution best fits your needs
Helpful links: SAM Licensing Basics (http://www.microsoft.com/resources/sam/licensing.mspx) Microsoft Licensing (http://www.microsoft.com/licensing)

5. Determine a central place to store original media, licensing documents and invoices. 6. Put an ongoing software asset management plan in place.
Helpful link: Related Downloadable Documents (http://www.microsoft.com/resources/sam/download.mspx)

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