Flexera One’s SaaS Management integration for AppExchange (Salesforce) now tracks usage of installed managed packages purchased through the Salesforce AppExchange store.  With this iteration, the new SSO Application Access integration task API endpoints pull in the following installed managed package information into SaaS Management:  User ID  Created or Last Modified Date  Object Name  With this information, you will now know whether a user has or has not actively used and installed the managed package. A user who may not actively use an AppExchange package could be a potential candidate for AppExchange license optimization and rightsizing. In a future iteration, user activity for installed managed packages will display in the AppExchange (Salesforce) Users tab of SaaS Management. For further details, see the Salesforce integration instructions.  ... View more

You can now install the FSM Data Ingestion Utility application as a Windows Service. Installing an application as a Window Service provides greater security by starting automatically at boot without anyone having to sign in. Windows Services also run continuously as they will not stop or exit when a user signs out. Download and Installation Instructions To download the utility’s MSI file, see the attachment in the Flexera Community Knowledge Base article Flexera SaaS Management Data Ingestion Utility. After clicking Install to open the MSI file, an InstallShield Wizard opens. In the Setup Type window, select the Advanced option. The FSM Data Ingestion Utility features are installed along with Flexera One's SaaS Management Data Ingestion Service. This option is recommended for advanced users who wish to schedule CSV and API tasks using Windows Service. Flexera One Help Resources For further details, refer to the following Flexera One help topics. To install FSM Data Ingestion Utility as a Windows Service, refer to Installing FSM Data Ingestion Utility.  To view CSV job logs that identify tasks run as a Windows Service, refer to Viewing Scheduled CSV Job Logs. To view API job logs that identify tasks run as a Windows Service, refer to Viewing API Job Logs. To exit FSM Data Ingestion Utility as a Windows Service, refer to Exiting FSM Data Ingestion Utility. To uninstall FSM Data Ingestion Utility as a Windows Service, refer to Uninstalling FSM Data Ingestion Utility. ... View more

Flexera One’s SaaS Management integration with Salesforce now offers you the ability to track and optimize your entire organization’s Salesforce spend, contact consumption, license activity, and user activity within one central dedicated workspace for Salesforce, AppExchange, and Marketing Cloud. This trifecta of Salesforce applications within SaaS Management’s Salesforce Workspace represents another achievement towards Flexera One’s “be the best” vision for Salesforce. When you navigate to SaaS > Managed SaaS Applications and open one or all or your organization’s Salesforce applications, the resulting Salesforce workspace opens and includes new dedicated AppExchange and Marketing Cloud tabs. Note • If you have existing SaaS Management integrations with Salesforce and AppExchange, you need to reauthorize the integrations to enable the Salesforce workspace features. Highlighted Features  More User Data Included On the Salesforce All Orgs view that appears if you select all Salesforce applications from the Managed SaaS Applications page, the Orgs tab now displays a meter chart for Data Used/Data Total (GB) and File Used/File Total (GB). Community Logins (30 Days) can be filtered by number. Managing AppExchange Packages At the Salesforce All Orgs rolled up view, you can manage the AppExchange package data that displays within the AppExchange tab. Tracking User, License, and Spend Data You can track user, license, and spend data on the AppExchange tab. The AppExchange tab displays when at least one individual Salesforce org has enabled the AppExchange integration task when integrating Salesforce with SaaS Management. Tracking AppExchange Package Data Per User  AppExchange package data per user can be tracked: Within the Users tab of the Salesforce All Orgs view When drilling down to the individual Salesforce org’s Users tab. In both Users tabs, the AppExchange column lists the managed AppExchange packages in a single row for each user. Multiple packages are separated by commas. Unmanaged AppExchange packages are not displayed. To update your organization’s list of managed AppExchange packages, see the AppExchange Tab for the Salesforce All Orgs View.   Tracking Marketing Cloud Contact Consumption  Within SaaS Management’s Salesforce Workspace, the Salesforce Marketing Cloud tab allows you to view your entire organization’s Salesforce Marketing Cloud contact consumption. The Salesforce Marketing Cloud tab displays after enabling at least one stand-alone integration with Flexera One’s SaaS Management. Note • The Salesforce Marketing Cloud tab is not available at the Individual Salesforce Org view.  Flexera One Help Resources For complete details, see the following sections of the Flexera One Help: SaaS Integration Task Terminology for the AppExchange integration task Salesforce integration instructions To integrate new and existing AppExchange integrations within the Salesforce Workspace, see Options for Integrating AppExchange Within the Salesforce Workspace Salesforce  Marketing Cloud integration instructions.   ... View more

Over time, Flexera One’s SaaS Management team has developed increasingly more secure integrations with Microsoft 365. Its first Microsoft 365 integration required the OAuth2 with authorize flow authentication method. Next came the Microsoft 365 Client Credentials integration requiring the OAuth2 with client credentials authentication method. Now SaaS Management offers even greater security with the Microsoft 365 certificate-based authentication integration. This integration features Azure Active Directory (AD) certificate-based authentication to enable your organization to allow or require users to authenticate directly with X.509 certificates against your Azure AD for applications and browser sign-in. When certificate-based authentication is enabled, you can adopt a phishing resistant multifactor authentication. Flexera One Help Resources To integrate Microsoft 365 certificate-based authentication with SaaS Management, see Microsoft 365 Certificate Based Authentication. Microsoft 365 Certificate Based Authentication was added to the Application Task Tracking chart. ... View more

Flexera One’s SaaS Management now offers an integration for multiple tier Zoom plans. The Zoom with Tiered Accounts integration is for Zoom’s cloud-based video conferencing tool that can host online meetings with up to 1,000 attendees. This integration helps optimize license spend and license usage. SaaS Management’s license differentiation feature enables you to track your organization’s multiple tier Zoom plans and each plan’s user activity. This new Zoom integration also provides you the flexibility to track or to filter out free users. You can also optimize your organization’s Zoom licenses using SaaS Management’s SaaS license reclamation workflow. The more secure OAuth2 with Authorize Flow authentication method is required to authorize the Zoom with Tiered Accounts integration with SaaS Management. Enabling Integration Tasks for Zoom with Tiered Accounts To enable the appropriate SaaS Management integration tasks for Zoom with Tiered Accounts, you must grant the appropriate scope as described in the in the “Scopes Required” Flexera One help section of the Zoom with Tiered Accounts integration instructions. Tracking Zoom Plan Name and User Activity SaaS Management integrates with the paid multiple tier Zoom plans listed in the table below. User activity is tracked by Zoom plan name in the Activity tab of the Zoom with Tiered Accounts application.   Paid Zoom with Tiered Accounts Plans Integrated with SaaS Management API Partner Enterprise Zoom Phone Bulk License Free Zoom Rooms Business Free Trial Zoom Video SDK Education Pro     Tracking Free Users  You can track or filter out free users while integrating Zoom with Tiered Accounts with SaaS Management. To track free users in your organization, enter Yes in the Include Free Users field. By default, free users are not tracked.  Flexera One Help References The Zoom with Tiered Accounts integration instructions describe how to enable this application’s features, including: Scopes Required OAuth2 with Authorize Flow Authentication Method Tracking Free Users Auto-Populated Zoom with Tiered Accounts License Information Managing Available Zoom with Tiered Accounts Licenses. To track user activity by Zoom plan, refer to Tracking Application Activity by License Type for License Differentiation. To reclaim a Zoom with Tiered Accounts user’s license, refer to Reclaiming SaaS Licenses.   The Application Task Tracking chart includes the available SaaS Management integration features for Zoom with Tiered Accounts:   App Access  App Roster  License Differentiation  License Information Reclamation  ... View more

Flexera One’s SaaS Management integration with Zoom now offers a license differentiation feature so you can track your organization’s single tier Zoom plans and each plan’s user activity. This enhanced Zoom integration also provides you the flexibility to track or to filter out free users. You can also optimize your organization’s Zoom licenses using SaaS Management’s SaaS license reclamation workflow. The more secure OAuth2 with Authorize Flow authentication method is now required to authorize new and existing Zoom integrations with SaaS Management. Actions Required for New SaaS Management Integrations with Zoom To enable the appropriate SaaS Management Application Access, Application Roster, and Reclamation integration tasks for Zoom, you must grant the appropriate Zoom User, Report, or Meeting Admin scope as described in the “Scopes Required” Flexera One help section of the Zoom integration instructions. Actions Required for Existing SaaS Management Integrations with Zoom Due to SaaS Management's migration from the token-based authentication method to the more secure OAuth2 with Authorize Flow, existing Zoom integrations will fail due to a 401 Unauthorized Error. You must reauthorize the Zoom integration using the appropriate Zoom User, Report, or Meeting Admin scope as described in the “Scopes Required” Flexera One help section of the Zoom integration instructions. Tracking Zoom Plan Name and User Activity SaaS Management integrates with the following single tier Zoom plans. Basic Licensed On-Prem User activity is tracked by Zoom plan name in the Activity tab of the Zoom application. Tracking Free Zoom Users You now have the flexibility to track or to filter out free Zoom users. For existing SaaS Management integrations with Zoom, you need to reauthorize your Zoom integration to track free users. To track free users in your organization, enter Yes in the Include Free Users field of the SaaS Management integration setup. By default, free users are not tracked. Flexera One Help Resources The Zoom integration instructions describe how to enable this application’s features, including: Scopes Required OAuth2 with Authorize Flow Authentication Method Tracking Free Users. To track user activity by Zoom plan, refer to Tracking Application Activity by License Type for License Differentiation. To reclaim a Zoom user’s license, refer to Reclaiming SaaS Licenses. The Application Task Tracking chart includes the new features for Zoom: License Differentiation Reclamation. ... View more

Flexera One's SaaS Management now offers the ability to manage domains during the integration setup for Azure and Azure Client Credentials. The new Domain Names field allows you to enter a targeted list of your organization’s country or organizational unit domains. Entering a select number of Azure domains helps narrow the scope of your organization’s user activity and SaaS license data displayed in SaaS Management. Managing Azure domains may also minimize extended or additional internal security approvals when integrating Azure and Azure Client Credentials with SaaS Management. Enabling the Domain Names Field for Existing Azure and Azure Client Credentials Integrations  If your organization currently has a managed Azure or Azure Client Credentials integration with SaaS Management, you will need to reauthorize the integration in the application’s Integration tab. To access the new Domain Names field, navigate to the Managed SaaS Applications page (SaaS > SaaS Applications > Managed SaaS Applications), click the appropriate Azure or Azure Client Credentials instance link, which opens the application’s Overview tab by default. Navigate to the application’s Integration tab. Click the Setup button, which opens the application’s Integration Configuration dialog. Scroll down to the Domain Names field.  To filter users based on domain, enter the appropriate domain name(s) in the Domain Names field. If you provide multiple domain values, they should be comma separated. If the Domain Names field is left empty, it will pull all the user domains. Note • If the User Principal Name (UPN) and mail values are not the same, the entered domain values will not display in the Email column of the Azure or Azure Client Credentials Users tab in SaaS Management.  Enabling the Domain Names Field for New Azure and Azure Client Credentials Integrations  To access the Domain Names field for a new Azure or Azure Client Credentials integration, navigate to the Managed SaaS Applications page (SaaS > SaaS Applications > Managed SaaS Applications). Click Add Application. Select the appropriate Azure or Azure Client Credentials tile, which opens the application’s integration setup slideout. Enter any necessary tags in the optional Tags field. Click Authenticate Integration to open the next setup slideout page. Scroll down to the Domain Names field. To filter users based on domain, enter the appropriate domain name(s) in the Domain Names field. If you provide multiple domain values, they should be comma separated. If the Domain Names field is left empty, it will pull all the user domains. Note • If the User Principal Name (UPN) and mail values are not the same, the entered domain values will not display in the Email column of the Azure or Azure Client Credentials Users tab in SaaS Management.  Additional Resources  For more details, see the Flexera One help topics: Azure integration instructions Azure Client Credentials integration instructions.   ... View more

The Flexera SaaS Management (FSM) team has developed an application incorporating workflow and error messaging for importing SaaS data from over 26,000 SaaS vendors. The FSM Data Ingestion Utility is a client-based Windows desktop tool to help upload data from your organization’s multiple SaaS applications on a regular schedule. This application provides the Software Asset Manager with a complete view across all their SaaS applications. FSM Data Ingestion Utility Workflow The diagram below describes the key steps of the FSM Data Ingestion Utility. Map the input CSV file or API data source fields to Flexera One’s SaaS Import Job API. Schedule the upload data frequency between your organization’s SaaS applications and FSM Data Ingestion Utility.             Key Features The FSM Data Ingestion Utility has the following key features. All Inclusive Ingests all your organization’s SaaS vendor data to reflect your entire SaaS environment, irrespective of whether that data is available via a vendor API or stored in a CSV file. Flexible & Extendable Creates and changes field mappings as needed Creates job upload schedules to suit application usage data availability Reliable Tracks and provides visibility into application activity through audit logs Retries job uploads multiple times to ensure reliable delivery Scalable Enables the ingestion of enterprise-level data Automatically handles ingestion of large CSV files by splitting files into 10MB chunks Secure Requires token-based authentication Encrypts and stores refresh token in a database. Additional Resources Flexera Community Knowledge Base article: Flexera SaaS Management Data Ingestion Utility to download a zipped folder with the FSM Data Ingestion Utility files Flexera One help topic: Flexera SaaS Management Data Ingestion Utility for setup and SaaS data upload instructions ... View more

The End-of-Life (EOL) date for the legacy Umbrella API is September 1, 2023. Cisco’s legacy Umbrella API (v1) used a basic authentication method while the latest version (v2) of the Cisco Umbrella API requires a more secure token-based authentication method.  Flexera’s SaaS Management has migrated its Cisco Umbrella integration to the latest API. If your organization currently has a managed Cisco Umbrella integration with SaaS Management, you need to create a new Umbrella API key and secret. For details, refer to the "Generating an Umbrella API Key and Secret" section of the Cisco Umbrella Flexera One help. The new Cisco Umbrella API for the SaaS Management Application Roster and Application Access integration tasks is https://api.umbrella.com/admin/v2/users ... View more

Flexera’s SaaS Management team has enhanced its Hybrid Adobe Position  with Flexera’s IT Asset Management. From the SaaS Management Adobe Creative Cloud Overview tab, click the view the hybrid Adobe position link to open the IT Asset Management All Licenses screen with the Publisher is Adobe filter. This screen allows you to view and manage your organization’s online and traditional desktop Adobe assigned entitlements.  Previously, Adobe’s Single App plan licenses and Standalone Application licenses were not differentiated in the SaaS Management Users and Licenses tab screens and the IT Asset Management All Licenses screen. SaaS Management now provides Adobe’s Single App data in a format that allows IT Asset Management to correctly display your organization’s Single App plan entitlements.  Adobe Single App license names now display a prefix of Single App- in the following Flexera One screens:  IT Asset Management All Licenses screen in the Name column  SaaS Management Adobe Creative Cloud Licenses tab in the License Name field  SaaS Management Adobe Creative Cloud Users tab in the Licenses column.  ... View more

Flexera’s SaaS Management Licenses  tab now stores the Contract SKU Name and Contract SKU Number from the Salesforce contract. When SaaS Management’s License Information integration task pulls in your organization’s Salesforce entitlements from the Salesforce Portal, it populates the Contract SKU Name and Contract SKU Number fields in the Licenses tab. Your organization will now have a more detailed and accurate view of cost and usage across all Salesforce licenses.  ... View more

Exporting SaaS user data from a managed SaaS application’s Users tab within Flexera’s SaaS Management provides an opportunity for Software Asset Managers to further analyze their organization’s data in tools such as Microsoft Excel. The exported CSV file from the Users tab now offers an enhanced format to enable the right decisions to be made by providing easy access to the required SaaS user data. Software Asset Managers will now spend less time analyzing exported SaaS user datasets from the Users tab CSV file. To export SaaS user datasets, navigate to the Managed Applications screen, select the appropriate SaaS application, and open the Users tab. Apply the appropriate Users tab column filters and click the Export icon. All Users tab column filters are now retained to the exported data set in the CSV file. Additional Resources: Flexera One Help: Users Tab More information on new features and enhancements can be found in What's New in Flexera One. ... View more

Flexera's SaaS Management now offers the organization's Software Asset Manager the opportunity to connect multiple Salesforce Orgs to Flexera One via a batch upload. Using this new time-saving SaaS Management onboarding feature, the Software Asset Manager downloads a CSV file and enters the following information for all Salesforce Orgs:  Organization Name  Description  Inactive Threshold  Username  Password Token Login URL  Once the Salesforce Org CSV file is successfully uploaded to the bespoke Salesforce integration setup UI in SaaS Management, Software Asset Managers click Create Uploaded Orgs to connect all their organization's Salesforce Orgs to Flexera One. Additional Resources: Flexera One help topic: Integrating Salesforce with SaaS Management  More information on new features and enhancements can be found in What's New in Flexera One. ... View more