Audit Partner - Generic Installs Rule Template

This Generic Installs Rule Template (Audit Partner) report provides a detailed inventory of all software instances installed on each hardware Asset within the organization. It includes comprehensive information for every software instance, such as the manufacturer, product name, version, and specific deployment details. By capturing and organizing these data points, the report serves to support thorough audit processes and data cleansing initiatives, ensuring that software records are accurate, up-to-date, and compliant with organizational policies. This enhanced visibility into software deployment also assists in identifying potential redundancies, optimizing software usage, and maintaining effective asset management across the organization.

Usage

This assists audit partners in systematically identifying and reconciling software installations across all hardware assets within the organization. By providing a comprehensive and detailed record of installed software—including information such as manufacturer, product, version, and deployment specifics—the report facilitates effective data cleansing, ensures the accuracy and integrity of inventory records, and supports compliance with internal policies and external regulations. This level of detailed documentation not only streamlines the audit process but also enhances overall asset management and governance.

Example

During an external software audit, the Audit Partner leverages the Generic Installs Rule Template report to verify all instances of Microsoft SQL Server installed within the organization.

By filtering the report to show:

• Manufacturer: Microsoft

• Product: SQL Server Generic

• Environment: Desktop and Server

the auditor quickly identifies all SQL Server installations across devices, along with corresponding asset names and asset tags.

The report highlights several installations with outdated versions that are not aligned with organizational standards. This allows the IT Asset Management team to:

• Validate each installation

• Update or remove outdated versions

• Ensure accurate licensing coverage

• Rectify inconsistencies in asset records

As a result, the organization avoids potential audit risks, maintains compliance, and strengthens control over its deployed software landscape.

Steps:

To access the Audit Partner – Generic Installs Rule Template report:

1. Navigate to Reports > Asset Management to open the dashboards page. Search for Audit Partner - Generic Installs Rule Template.

   

   Figure: Dashboard

2. Select Audit Partner – Generic Installs Rule Template from dashboard list to view the report.

Figure: Report View

Filters

Located on the left panel, the filters allow users to refine the dataset based on specific criteria.

Figure: Filters

The following table outlines key fields in the report along with concise descriptions of their purpose and usage.