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Get started with SaaS

Learn how to get started with Snow SaaS Management by adding your discovery sources. Discovery of your SaaS estate is a requirement for visibility and optimization. To learn more about discovery, see SaaS discovery.

Prerequisites​

To use SaaS, you must be entitled to Snow SaaS Management with the SKU SAAS-H. You can see your entitlements in Snow Atlas settings, in Licenses and usage. If it is not listed in Your licenses, contact your Flexera representative for a trial. For more information, see Licenses and usage.

A user account is required to access the Snow Atlas platform. Learn more about users and roles in Snow Atlas settings and Getting started.

Procedure​

Add discovery sources to enable collection of data that populates the SaaS pages with information about your SaaS estate. Collection of user activity populates the usage metrics.

  1. Add SaaS connectors to collect data from your SaaS vendors.

    This can include connections to SaaS vendor portals, Microsoft Entra ID, and SSO providers. Connectors can collect information about subscriptions, users, and user activity. For more information, see SaaS connectors and Manage SaaS connectors.

    note

    If you have SaaS connectors previously configured in Snow Integration Manager, they cannot be used for Snow SaaS Management.

  2. Add Flexera's browser extension to collect SaaS application usage in web browsers across your IT estate.

    The browser extension is a powerful tool to discover SaaS application usage, both known and unknown. This feature requires local installations in your environment. Flexera offers both a browser extension for SaaS and agent-based browser extensions. For more information, see Browser extension and Agent-based browser extensions.

  3. Collect user activity for applications installed on devices to be able to optimize Microsoft 365 and Adobe Creative Cloud subscriptions.

    This feature requires that you have access to SAM Core, which includes local installations in your environment. For more information, see Device application usage.

After adding discovery sources, the SaaS pages will start to get populated with consolidated data, creating visibility of your SaaS estate. You can now move on to cost optimization and application governance. For more information, see Optimize SaaS costs and Govern SaaS applications.