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KACE Systems Management Appliance 9.1 Common Documents - Administrator Guide

About the KACE Systems Management Appliance (SMA) Getting started
Configuring the appliance
Requirements and specifications Power-on the appliance and log in to the Administrator Console Access the Command Line Console Tracking configuration changes Configuring System-level and Admin-level General Settings Configure appliance date and time settings Enable Two-Factor Authentication for all users Verifying port settings, NTP service, and website access Configuring network and security settings Configuring Agent settings Configuring session timeout and auto-refresh settings Configuring locale settings Configuring the default theme Configure data sharing preferences About DIACAP compliance requirements Configuring Mobile Device Access Enable fast switching for organizations and linked appliances Linking Quest KACE appliances Configuring history settings
Setting up and using labels to manage groups of items Configuring user accounts, LDAP authentication, and SSO Using Replication Shares Managing credentials Configuring assets
About the Asset Management component Using the Asset Management Dashboard About managing assets Adding and customizing Asset Types and maintaining asset information Managing Software assets Managing physical and logical assets Maintaining and using manual asset information Managing locations Managing contracts Managing licenses Managing purchase records
Setting up License Compliance Managing License Compliance Setting up Service Desk Configure the Cache Lifetime for Service Desk widgets Creating and managing organizations Importing and exporting appliance resources
Managing inventory
Using the Inventory Dashboard Using Device Discovery Managing device inventory
About managing devices Features available for each device management method About inventory information Tracking changes to inventory settings Managing inventory information Finding and managing devices Provisioning the KACE SMA Agent Manually deploying the KACE SMA Agent Using Agentless management Adding devices manually in the Administrator Console or by using the API Forcing inventory updates Managing MIA devices Obtaining Dell warranty information
Managing applications on the Software page Managing Software Catalog inventory
About the Software Catalog Viewing Software Catalog information Adding applications to the Software Catalog Managing License assets for Software Catalog applications Associate Managed Installations with Cataloged Software Using software metering Using Application Control Update or reinstall the Software Catalog
Managing process, startup program, and service inventory Writing custom inventory rules
Deploying packages to managed devices
Distributing software and using Wake-on-LAN Broadcasting alerts to managed devices Running scripts on managed devices Managing Mac profiles Using Task Chains
Patching devices and maintaining security
About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Dell devices and updates Maintaining device and appliance security
Using reports and scheduling notifications Monitoring servers
Getting started with server monitoring Working with monitoring profiles Managing monitoring for devices Working with alerts
Using the Service Desk
Configuring Service Desk Using the Service Desk Dashboard Managing Service Desk tickets, processes, and reports
Overview of Service Desk ticket lifecycle Creating tickets from the Administrator Console and User Console Creating and managing tickets by email Viewing tickets and managing comments, work, and attachments Merging tickets Using the ticket escalation process Using Service Desk processes Using Ticket Rules Run Service Desk reports Archiving, restoring, and deleting tickets Managing ticket deletion
Managing Service Desk ticket queues About User Downloads and Knowledge Base articles Customizing Service Desk ticket settings Configuring SMTP email servers
Maintenance and troubleshooting
Maintaining the appliance Troubleshooting the KACE SMA
Appendixes Glossary About us Legal notices

Identifying the assets to track

Identifying the assets to track

One of the first tasks in setting up Asset Management is identifying the assets to track.

Spreadsheets often contain asset details, such as purchasing data, vendor contact information, product keys, license details, and device information. These details are candidates for asset tracking.

You can import asset information into the Asset Management component to create assets that can be managed and tracked by the KACE SMA. In addition, you can set up relationships among the imported assets to make the information more useful. For example, you can create License and Vendor assets, associate them with devices, and quickly identify devices related to a license or vendor. For information on importing asset information, see Importing license data in CSV files.

View assets and search for asset information

View assets and search for asset information

You can view assets and search for asset information as needed.

1.
Go to the Assets list:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Asset Management, then click Assets.
a.
In the View By drop-down list, select All Items.
b.
Click the Advanced Search tab above the list on the right to display the Advanced Search panel.
For example, to search for all assets whose Vendor is Smith, specify the following criteria:

Vendor | contains | Smith

d.
Click Search.
3.
To search for an asset across all Asset Types using the simple search, in the Search List field, type full or partial contents of the field contained in the asset that you want to search for. For example, if you want to find an asset whose barcode contains zz, type it in the field, and press Enter.
a.
In the View By drop-down list, select Asset Type > Asset Type.
b.
Click the Advanced Search tab above the list on the right to display the Advanced Search panel.

Expiration Date | is within next | 2 months

d.
Click Search.
5.
To create a custom view that uses the specified search criteria, click the Custom View tab above the list on the right, then save the view.
The custom view appears in the View By drop-down list. Custom views are user-specific. Users can access their own custom views, but they cannot access custom views created by other users.

Add barcodes to assets

Add barcodes to assets

You can view assets and search for asset information as needed.

Specify one or more barcode tags for the type of the asset for which you want to specify barcodes. For more information, see Add or customize Asset Types.

1.
Go to the Asset Detail page:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Asset Management, then click Assets.
2.
Under Barcodes, click , and provide the following information:

Option

Description

Barcode Data

The barcode number. Barcode numbers are always unique, they cannot be shared between multiple assets. However, it is possible for an active asset to share a barcode with an archived asset.

Barcode Name

The barcode tag associated with this asset type. There can be only one barcode of the same type per asset.

Barcode Format

The barcode format. For example, UPC-A, Code 11, or UPC-E.

3.
Optional. To see additional information about each barcode tag, such as its first or last scanned date, in the Barcodes area, click Show all columns. To return to the previous view with fewer columns per barcode, click Show less columns.
4.
Click Save.

Change device owners

Change device owners

You can change asset and device owners as needed.

This topic describes the process of changing device owners using the Assets list. You can also change device owners using the Asset Detail or Device Detail page.

1.
Go to the Assets list:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Asset Management, then click Assets.
2.
In the View By drop-down list, select Asset Type > Device.
3.
In the Assets list, select one or more devices that you want to assign to a specific owner.
4.
Select Choose Action > Assign to.
5.
In the Assign To dialog box that appears, click Unassigned, and select a user account that you want to assign as an owner of the selected assets.
6.
Click Save.
The Assign To dialog box closes and the Assets list refreshes, showing the asset owner name in the Assignee Name column.
a.
In the Assets list, click .
b.
Select any of the following options, as required, to view these columns in the Assets list: Assignee Login, Assignee Email, Assignee Domain, Assignee Budget Code, Assignee Location, Assignee Role, or Assignee Locale.
a.
On the left navigation bar, click Inventory, then click Devices.
b.
In the Devices list, observe the Assignee Name column of the row containing the device whose owner you changed.
The Assignee Name column displays the name of the device owner
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