LISA Curriculum - LISA by ITAM Review

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Our Licensing, SAM And ITAM Courses

An annual subscription to LISA includes ALL of the following ITAM courses available immediately and on-demand 24/7/365.
Our courses are split into three categories: Software Licensing, ITAM Disciplines and ITAM Tools.

Software Licensing

Software licensing knowledge is foundational for ITAM & SAM professionals. LISA offers comprehensive training for all major publishers including Microsoft, Oracle, IBM, and SAP. We also have courses covering RedHat, Micro Focus, Quest, VMWare, Salesforce, Docusign, and Autodesk. Our courses introduce you to metrics, licensing agreements and publisher-specific risks to be aware of. Topics such as indirect access and BYOL cloud licensing are also covered. Each course is presented by expert practitioners who manage licensing for each publisher on a daily basis. A LISA course is the best way to get up to speed on any publisher, whether you’re new to the topic or already have experience at managing licensing.

Adobe: Essentials

Introduction.
Module 1: Adobe Corporate Overview.
Module 2: Adobe Licensing Programs.
Module 3: Adobe License Agreements.
Summary.

Autodesk

Module 1: History Of Autodesk.
Module 2: Terms And Conditions.
Module 3: Floating License Conversion Strategy.
Module 4: Reporting Requirements.
Module 5: How to create a license balance report?
Module 6: Engineering software license optimisation.
Module 7: Risk Scenarios.

Citrix: Licensing Essentials

Module 1: Course Overview/Introduction.
Module 2: Citrix Company & Product Overview.
Module 3: Buying Programs.
Module 4: License Agreements.
Module 5: Summary and Further Reading.

Citrix: Advanced Licensing

Module 1: Introduction.
Module 2: License Metrics.
Module 3: Optimisation.
Module 4: Audits and Risk Management.
Module 5: Summary.

DocuSign Licensing Training

Introduction.
Module 1: General Overview.
Module 2: Reporting Requirements.
Module 3: Optimisation.

IBM: Essentials

Module 1: Introduction.
Module 2: Contracts And Agreements.
Module 3: License Metrics.
Module 4: Items To Watch For.
Module 5: Summary.

IBM: Advanced

Introduction: IBM: Advanced.
Module 1: Product Deep Dive.
Module 2: Cloud Paks.
Module 3: Alternative Licensing.
Module 4: IBM Authorised SAM Provider (IASP) Program.
Summary.

Microsoft: Essentials

Module 1: Windows Server 2016.
Module 2: Windows Server 2019.
Module 3: Windows Server / Window Server Access 2022.
Module 4: SQL Server 2016/2017.
Module 5: Office 365.
Module 6: Productivity Servers.
Module 7: Windows 10.
Module 8: Microsoft 365.
Module 9: Licensing Programs.
Module 10: Office Servers 2022.

Microsoft: Specialist

Module 1: SQL Server 2016/2017.
Module 2: SQL Server 2019.
Module 3: Office 365.
Module 4: Power Platform.
Module 5: Windows Server 2016.
Module 6: Windows 10.
Module 7: System Center 2016.
Module 8: Windows Server & SQL Server 2008/R2.
Module 9: Microsoft Azure.
Module 10: Software Assurance.
Module 11: 3rd Party Dedicated Environment changes.
Module 12: Microsoft Viva.

Oracle: Essentials

Introduction – Oracle: Essentials.
Module 1 – Oracle Overview.
Module 2 – Oracle Product Overview.
Module 3 – Oracle Contracts, Support Policies & Licensing Models.
Summary – Oracle Essentials.

Oracle: Java

Introduction – Oracle: Java.
Module 1 – Java Overview.
Module 2 – Java Challenges.
Module 3 – Managing Java.
Summary – Oracle: Java.

Oracle Licensing

Module 1: Licensing by Processor.
Module 2: Named User Plus Licensing.
Module 3: Understanding Entitlement.
Module 4: Licensing an IBM LPAR Environment.
Module 5: Licensing a Data Transfer Environment.
Module 6: How to License Different Editions.
Module 7: Unlimited License Agreements.
Module 8: Oracle on Sun Solaris.
Module 9: Licensing Disaster Recovery Environments.
Module 10: Licensing Database Enterprise Options & Management Packs.
Module 11: Oracle on VMware.
Module 12: Oracle Java.

Oracle: Middleware

Introduction – Oracle: Fusion Middleware.
Module 1 – Introduction Oracle Fusion Middleware (FMW).
Module 2 – Oracle Fusion Middleware Licensing Overview.
Module 3 – Forms And Reports.
Module 4 – Internet Application Server.
Module 5 – Weblogic & Weblogic Options.
Module 6 – SOA Suite For Oracle Middleware.
Module 7 – FMW Oracle Tuxedo.
Module 8 – FWM Identity Management (IDM).
Module 9 – Analytics Server (Oracle Business Intelligence).
Module 10 – Webcenter (WBC).
Module 11 – Management Of FMW.
Summary – Oracle Fusion Middleware.

Quest Software Licensing Essentials

Module 1: Who is Quest Software?
Module 2: Software Licensing and Product Agreements.
Module 3: Product Categories.
Module 4: License Types.
Module 5: License Keys.
Module 6: Domain Statistics.
Module 7: Software Bundles.
Module 8: Preparing for an audit.
Module 9: Exam/Certification.

Red Hat Enterprise Linux (RHEL)

Module 1: RHEL Intro.
Module 2: RHEL Subscriptions & virtualisation.
Module 3: Openshift.
Module 4: Development.
Module 5: Desktops & Workstations.
Module 6: Discovery & Management.
Module 7: Add-ons.
Module 8: Support.

Salesforce Licensing

Module 1: Salesforce Ecosystem Overview.
Module 2: Clouds and Cloud Editions.
Module 3: Licenses and Right Functional Choice.
Module 4: Limits and Allocations.
Module 5: User Management and License Distribution.
Module 6: Identity Verification.
Module 7: Roles and Permissions.
Module 8: Personalisation and User-Specific Settings.
Module 9: AppExchange Apps Installation and Management.
Module 10: Salesforce Commercial Agreement and Pricing.

SAP Licensing

Module 1: SAP Contracts.
Module 2: Measuring Use.
Module 3: License SAP Users.
Module 4: License SAP Packages.
Module 5: SAP Database.
Module 6: License S4HANA Users.
Module 7: License S4HANA Packages.
Module 8: License S4HANA Database.
Module 9: Intro to Indirect Access.
Module 10: License Indirect Access.
Module 11: Intro to Digital Access.
Module 12: License Digital Access.
Module 13: SAP Cloud Product.

SAP Licensing Advanced

Module 1: S/4HANA – Considerations.
Module 2: S/4HANA – On-Premise Conversion.
Module 3: S/4HANA – Cloud Conversion incl. RISE.
Module 4: S/4HANA – Databases – Advanced.
Module 5: Commercial – SAP Commercial Models.
Module 6: Commercial – How Discounting Works.
Module 7: Commercial – Third Party Support.
Module 8: Audits – Introduction to Audits.
Module 9: Audits – Standard Audit.
Module 10: Audits – Enhanced Audit.
Module 11: Audits – Defending from Audits.
Module 12: Role Analysis – How to License your Users.

VMware: Essentials

Module 1: VMware Platform and Products.
Module 2: Licensing & Purchasing Programs.
Module 3: VMware Audits.
Module 4: VMware Support.

ITAM Disciplines

ITAM isn’t just about managing complex technical environments, it’s a vital business practice. We have courses to help you negotiate contracts effectively and build a strong audit defence. If you’re just getting started with building an ITAM practice, then our Practical ITAM (PITAM) Foundation course is for you. And, if you want to get to the next level and make ITAM truly strategic in your organization then the full PITAM course is for you. Each course is presented by industry experts and is available on demand. Regular updates are provided including “Ask the Expert” panel sessions where you as a subscriber can get the latest information in the every-changing world of ITAM.

Audit Circle

Module 1: Prevention.
Module 2: Preparation.
Module 3: Push Back.
Module 4: Process.
Module 5: Progression.

Audit Defence

Module 1: Before an Audit.
Module 2: Managing an audit.
Module 3: After the audit.

Building And Delivering An Asset Management Strategy

Module 1: Building & Delivering an Asset Management Strategy (BDAMS) – Introduction.
Module 2: Building & Delivering an Asset Management Strategy (BDAMS) – Part 1.
Module 3: Building & Delivering an Asset Management Strategy (BDAMS) – Part 1.1.
Module 4: Building & Delivering an Asset Management Strategy (BDAMS) – Part 1.2.
Module 5: Building & Delivering an Asset Management Strategy (BDAMS) – Part 1.3.
Module 6: Building & Delivering an Asset Management Strategy (BDAMS) – Part 1.4.
Module 7: Building & Delivering an Asset Management Strategy (BDAMS) – Part 2.
Module 8: Building & Delivering an Asset Management Strategy (BDAMS) – Part 3.
Module 9: Building & Delivering an Asset Management Strategy (BDAMS) – Part 4.
Module 10: Building & Delivering an Asset Management Strategy (BDAMS) – Part 5.
Module 11: Building & Delivering an Asset Management Strategy (BDAMS) – Part 6.
Module 12: Building & Delivering an Asset Management Strategy (BDAMS) – Part 7.

Contract Negotiation

Module 1: Introduction to Contract Negotiation.
Module 2: Needs Analysis – Where the first big negotiations happen.
Module 3: The impact of your terms on the party you are negotiating with.
Module 4: Drafting contracts – Negotiating for clarity.
Module 5: Let’s Negotiate.
Module 6: Negotiating Fundamentals.
Module 7: Picturing the negotiations.
Module 8: Negotiation Styles.
Module 9: Closing the deal – The hardest part.

FinOps: Essentials

Module 1: Course Introduction.
Module 2: What Is FinOps?
Module 3: ITAM And FinOps.
Module 4: FinOps Data And Tooling.
Module 5: Course Summary.

HAM Practitioner

Introduction.
Module 1 – What is Hardware Asset Management.
Module 2 Part 1 – A Mix of Capabilities.
Module 2 Part 2 – Why do we do Hardware Asset Management.
Module 3 Part 1 – Planning for effective HAM processes.
Module 3 Part 2 – Sample Benefits of HAM.
Module 4 – HAM Control.
Module 5 – Compliance.
Module 6 Part 1 – Cost Saving.
Module 6 Part 2 – Chargeback.
Module 6 Part 3 – Cost Savings (2).
Module 7 Part 1 – Communicate.
Module 7 Part 2 – Refresh Cycles.
Module 8 – Security Risk Management.
Module 9 – Availability.
Module 10 Part 1 – Asset Management Plan.
Module 10 Part 2 – Building HAM Processes.
Module 10 Part 3 – Model Management.
Module 11 – Purchase Consolidation and Forecasting.
Module 12 Part 1 – Deploy.
Module 12 Part 2 – Stock Management.
Module 13 – Asset Performance.
Module 14 Part 1 – Managing your Assets.
Module 14 Part 2 – Data Sources (Asset Tracking).
Module 14 Part 3 – Managing Asset Changes.
Module 14 Part 4 – Managing Asset Changes – Users/Devices.
Module 15 – Measure.
Module 16 Part 1 – Asset Disposal.
Module 16 Part 2 – Chain of Custody Explained.
Module 17 – Asset Labels – The Mechanics.
Module 18 – Asset Audits.

Introduction To ISO/IEC 19770-1

Introduction To ISO/IEC 19770-1.
Module 1: What Are Standards?
Module 2: ITAM Standards.
Module 3: Management Systems.
Module 4: Why 19770-1?
Module 5: Positioning.
Summary.

Introduction To Software Licensing

Module 1: Overview of License Agreements.
Module 2: Licensing Terminology.
Module 3: Types of License.
Module 4: Agreements and Buying Programs.
Module 5: How to Read a License Agreement.
Module 6: Case Study: IBM License Agreement Structure.

ITAD Foundation

Module 1: Introduction to ITAD.
Module 2: Policy and Process.
Module 3: ITAD Industry-specific standards and certifications.
Module 4: Data Security & Risk.
Module 5: Sustainability and environmental requirements.
Module 6: Budget.

PITAM Foundation

Module 1: What is IT Asset Management.
Module 2: What value does ITAM provide?
Module 3: What is required to be successful?
Module 4: Who needs to be involved?
Module 5: What to do next?

PITAM: Practical IT Asset Manager

Module 1: Authority.
Module 2: Plan.
Module 3: Team.
Module 4: Stakeholders.
Module 5: Dependencies.
Module 6: Request.
Module 7: Transition.
Module 8: Reclaim.
Module 9: Inventory.
Module 10: Verification.
Module 11: Entitlement.
Module 12: Reporting.

ITAM For IaaS

Module 1: Types of “as a service”.
Module 2: Intro to Infrastructure as a Service (IaaS).
Module 3: Key differences between on-premises and IaaS.
Module 4: People, Processes, and Tools for IaaS.

ITAM For SaaS

Module 1: Getting started with ITAM for SaaS.
Module 2: SaaS Management Use Cases.
Module 3: SaaS Discovery & Inventory.
Module 4: Building a SaaS management team.
Module 5: Building a SaaS management programme.

Sustainable IT: Essentials

Module 1: Introduction.
Module 2: What is Sustainable IT.
Module 3: Why Is It Important?
Module 4: Getting Started.
Module 5: Summary.

ITAM Tools

ITAM tools are key to delivering best value from your ITAM program. We have courses to guide you through using Flexera One SaaS Manager and ServiceNow’s HAM & SAM modules. These courses provide practical, hands-on training in using the tools to deliver discover, inventory, and optimize software and hardware across your organization.

Gaining Control Of Your IT Environment With Xensam

Introduction: Xensam Overview
Manage Your Dashboard: Customize your Enterprise Dashboard
Overview: Navigation and Multi-editing Essentials
Organization: Create your own organizational structure
Manage Licenses: Manually Add Licenses to Ensure Compliance
Contracts: How to add your own contracts and link them to licenses
Reports: Subscribe to reports and create your own custom reports
Advanced Filters & Custom Reports: Simplify your Workload with Advanced Filtering
Build Your Business: Create Custom Fields for your Organization
Organize Assets: Add and manage your own Hardware and Hardware Types
Mitigate Security Risk: Detect Threats and Risks with Security Checks

License Dashboard: SAM Essentials

Module 1 – Tool Overview
Module 2 – SAM Essentials
Module 3 – LISA Partnership

Managing SaaS With Flexera One

Module 1: Course Overview.
Module 2: User Interface and Overview.
Module 3: Preparing for SaaS Inventory Collection.
Module 4: Inventory and Intro to SaaS Application.
Module 5: Creating and Manage SaaS Licenses.
Module 6: Managing Usage Activities.
Module 7: Identify and Manage Shadow I.T.
Module 8: SaaS To IT Management Integration.

ServiceNow: Asset Management Overview

ServiceNow AM Overview – Introduction.
Module 1 – ITAM Products.
Module 2 – ITAM Platform.
Module 3 – ITAM Synergies with ServiceNow Products.
Module 4 – 3rd Party Data Sources.
ServiceNow Asset Management Overview – Summary.

ServiceNow: Hardware Asset Management

Introduction – ServiceNow: HAM.
Module 1 – Overview of HAM Products.
Module 2 – HAM Workspace.
Module 3 – Hardware. Discovery and Normalisation.
Module 4 – Managing Asset Lifecycle.
Module 5 – Hardware Asset Workflows.
Summary – ServiceNow HAM.

ServiceNow: Software Asset Management

Introduction – ServiceNow: SAM.
Module 1 – Overview of SAM Products.
Module 2 – SAM Workspace.
Module 3 – Software Discovery and Normalisation.
Module 4 – Managing Software Contracts & Entitlements.
Module 5 – Reconciliation, Optimisation & Management.
Summary – ServiceNow: SAM.

What Our Customers Say

“I love the way you can access ITAM and SAM training in bite-size chapters… all delivered by the industry’s leading experts”

MICHAEL RAINER

Manager Software Asset Management, NBN

“My experience with LISA Training was cool, because it is a tool online that I can reach where ever I am and schedule according to my time. I strongly recommend it to everyone that wants to start or to get a deep knowledge in Licensing, ITAM or SAM.”

JAVIER MORENO

Asset Manager For Freudenberg IT LP.

“LISA gives us access to high quality training across a range of relevant subject areas, and the fact it is available online and on-demand means we can schedule sessions into an overall training plan that works for us.”

JAMES CROSSLAND

IT Asset Manager For Yorkshire Water

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