Software Catalogs
To manage the software entries your organization uses, open Software Catalogs, the working view of the catalog. The screen is titled Software Titles and opens on the Local tab, which lists the approved entries that belong to your organization. The Global tab lists the OpenLM-maintained entries that every organization shares.
The following image shows the Local tab with its actions.
Software Titles screen on the Local tab.
Catalog grid columns
Both tabs show the same columns:
| Column | Meaning |
|---|---|
| Software Name | The product name recorded in the catalog. |
| Publisher | The vendor that publishes it. |
| Feature | The license feature or product code the entry is identified by. |
| Deployment Type | Where the software runs. The add form and the Local tab's filter offer OnPremise, Cloud, and Hybrid. The Global tab's filter offers OnPrem instead of OnPremise. Entries whose deployment type was never set leave the cell empty. |
| Part of a Package | Yes if the entry belongs to a suite or bundle. |
| Version | The software version recorded for the entry. Entries without a version leave the cell empty. |
| Category | The classification used for filtering and reporting. Entries that have not been classified show Unknown. |
The grid toolbar has these controls:
- Export CSV: Opens a menu with CSV, TSV, and XLSX. Local tab only.
- Refresh: Reloads the grid.
- Toggle Filters: Shows filter drop-down lists in the column headers for Software Name, Publisher, Feature, and Deployment Type on the Local tab, and only for Deployment Type on the Global tab.
- Search: Free-text search across the grid, with matches highlighted.
To edit an entry or see its history, hover over its row on the Local tab and select one of these actions:
- Edit Catalog: Opens the entry in the same form used to add one.
- Audit Trail: Shows the entry's history: who created, updated, approved, or rejected it, and when.
On the Global tab only Audit Trail is available. Global entries are read-only for your organization, so the tab has no Add Catalog, Import Catalog, Share To Global, or export controls.
The following image shows the Global tab.
Software Titles screen on the Global tab.
Add an entry manually
To add an entry manually, select Add Catalog to open the Add Catalog Entry form. The following image shows the form.
Add Catalog Entry form with Deployment Type set to OnPremise and Source System set to Manual.
Complete the following fields:
| Field | Required | Notes |
|---|---|---|
| Software | Yes | Software or product name as it should appear in the catalog. |
| Publisher | Yes | Vendor or publisher of the software. |
| Feature | Yes | License feature or product code used for matching and identification. |
| Deployment Type | Yes | Where it runs: OnPremise, Cloud, or Hybrid. Defaults to OnPremise. |
| Source System | Yes | How the entry was created. Manual is the only option and is preselected. |
| Part of a Package | No | If the entry is part of a larger suite or bundle, turn this on. |
| Category | Yes | Classification used for filtering and reporting. Enter a value and press Enter to add it as a chip. Add as many as you need. |
Select the information icon next to a field to see this guidance in OpenLM Platform.
Select Save to add the entry, or Cancel to discard it. If you leave the form with unsaved changes, a dialog asks whether to Save or Discard & Continue.
A saved entry starts as unapproved and lands on Pending Catalogs. It joins this screen once an administrator approves it. The same applies when you edit an approved entry: the change sends the entry back for approval.
Import entries from a file
To load many entries at once, select Import Catalog. The following image shows the import dialog.
Import Catalog dialog with the Upload, Download Template, and Confirm actions.
To import entries from a file:
-
Select Download Template.
-
Select CSV, TSV, or XLSX.
The template carries the column headings the importer expects.
-
Fill in the template.
Feature Code, Software Name, and Publisher are required. Version, Deployment Type, Category, Is Package, Process Name, and Dll File Names are optional.
-
Select Upload.
-
Select your file.
The file name appears in the dialog.
-
Select Confirm.
Confirm is unavailable until you select a file.
When the import finishes, the dialog reports how many rows were processed, how many duplicates were found, and how many erroneous entries were detected. The import skips duplicate rows instead of overwriting them, and imported entries go to Pending Catalogs for approval like any other new entry.
Keep a single file under 10,000 rows and 50 columns. Larger files are truncated or rejected.
Set Version, Process Name, and Dll File Names only through import. The add form does not include them. Process names and DLL file names help OpenLM Platform match installed software to the right catalog entry.
Export the catalog
To export the catalog, select the Export CSV icon in the grid toolbar, then select CSV, TSV, or XLSX. The export covers the local catalog.
Share your catalog with OpenLM
To share your catalog with other organizations, select Share To Global. It copies your organization's local catalog into the global catalog, where it becomes available to every organization using OpenLM Platform. In exchange, your organization draws on the catalog data that OpenLM curates centrally.
The following image shows the Share To Global dialog.
Share To Global dialog with the list of entries and the irreversible-action warning.
The dialog lists every local entry that the copy covers and states that this action cannot be undone. Continue is unavailable for a short countdown so the decision is deliberate, and selecting it asks you to confirm once more before anything is copied.
Share To Global appears only until your organization makes a decision. The options are:
- Continue opts in. Your catalog is copied to the global catalog and the button disappears.
- Cancel declines, and the button disappears as well.
- Closing the dialog with the close icon (✕) leaves the decision open, and the button stays.
The copy runs one way. Your local catalog is unaffected, but the entries added to the global catalog cannot be withdrawn from it.
Related
For more information, see the following pages:
- Pending Catalogs: Approve or deny entries awaiting review.
- Software Discovery: Where automatically proposed entries come from.
- SAM Catalog: Concepts, roles, and the approval lifecycle.
The documentation team might draft this page using a large language model. A technical writer reviews every page and verifies it against the product before publishing it. A human makes the final decision.