SAM Basic – The 360° overview

Get an overview of the key elements required for a comprehensive and effective Software Asset Management (SAM) – from setting up the organization to creating a software license balance and analyzing the license compliance situation.

Compiling a valid baseline for software products is typically a major challenge for organizations.

An effective Software Asset Management is the basis for obtaining a comprehensive overview of the current licensing status. Comparing available commercial licenses and deployed software requires specific knowledge of the key concepts of software licensing such as: Software manufacturers’ specific license requirements, inventorying of the currently deployed Software, achieving an overview of purchased licenses, efficient processes supporting the creation of license baselines. 

Optional: The certificate „Software Asset- and License Manager” issued by TÜV Rheinland can be obtained by participants after the successful completion of an examination.

Box "Ziele"


  • Gain a structured overview of Software Asset Management

  • Identify the key areas for action within your organization and derive specific measures

  • Gain an insights on key concepts such as legal aspects, licensing requirements, inventory compilation, and tool support

  • Build up the knowledge required to create a software license balance



  • Software Asset Management basics
    • Definition of key terms
    • Legal requirements
    • SAM benefits 
  • SAM processes
    • Commercial and technical data collection processes
    • DIN ISO 19770-1 – the norm for SAM
    • Creation of a software license balance
      • Collecting commercial and technical data
      • Handling of software and licenses that cannot be inventoried automatically
      • Application of different license types and metrics, including virtual environments
      • (Manual) Creation of a license balance
  • SAM roles 
    • Typical SAM roles and the need for adaption  
    • Approach for definition of responsibilities

Recommendation for further trainings

Advanced Know-how

SAM Advanced:
Applying the manager's perspective

Through attending this training you will get to know the models and best practices for processes, roles and system support in Software Asset and License Management.

Advanced Know-how

SAM Baseline I:
Analyzing the licensing situation

In this training course you will learn how to create and analyze license balances, with focus on the vendors IBM, Microsoft, Oracle and Adobe.

Advanced Know-how

SAM Contract:
Interpreting software license agreements

Find out how to prepare, negotiate and conclude a perfectly suited Software License Agreement for your company.

Expert Know-how

SAM Audit:
Structuring Software Vendor Audits

Experience the different approaches to achieve legal security in the area of Software Asset and License Management.