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

Adding Software assets

Adding Software assets

Software assets enable you to track information about applications in the Software page inventory. For example, after you add Software assets for applications, you can associate those assets with License assets to track license information.

You can create Software assets for applications that have been added to the appliance automatically or manually.

If the Organization component is enabled on your appliance, you create Software assets for each organization separately.

Add Software assets on the Software list

You can add Software assets for one or more applications at once by selecting applications on the Software list.

Software assets can be added for Software list inventory only. Software assets are not required for applications in the Software Catalog inventory.

1.
Go to the Software 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 Inventory, then click Software.
3.
Select Choose Action > Create Asset.

The assets are created, and they appear on the Assets list.

Add Software assets in the Assets section

You can create Software assets one-at-a-time in the Assets section.

Software assets can be added for Software list inventory only. Software assets are not required for applications in the Software Catalog inventory.

1.
Go to the Software 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.
c.
Select Choose Action > New > Software.

Option

Description

Subtype

The asset subtype, if applicable.

Asset Status

The asset status, if applicable. You can select a default asset status, or a custom one (if they exist). A default installation of the KACE SMA includes the following asset statuses:

Active: Any asset that is deployed, active, or in use.
Disposed: An asset that is no longer available for use.
Expired: A software license or contract asset that has expired.
In Stock: A recently received asset.
Missing: Any asset that cannot be located.
Repair: An asset that is being repaired.
Reserved: An asset that is set aside for a specific person or use.
Retired: Any asset that reached its end-of-life state, or is no longer in use.
Stolen: An asset that has been reported as stolen.

For more information, see View and configure asset lifecycle settings.

Location

Select the location for this asset from the drop-down list. The values in this list contain all locations defined on the appliance. See Managing locations

Name

The asset name. For example, Office Pro SW Asset.

Software

The name of the application to associate with the asset. To search for items, begin typing in the field.

Software Label

Select a label from the drop-down list. The list is empty unless you have created a Smart Label. You can type in the box to look for specific labels.

Barcode Data

Review or add barcodes that you want to associate with this asset. See Add barcodes to assets.

Barcode Name

Barcode Format

a.
In the Name field, enter a name for the asset. For example, Office Pro SW Asset.
b.
Optional: In the Software field, select the name of the application to associate with the asset. To search for items, begin typing in the field.
c.
Optional: In the Software Label field, select a label in the Select label drop-down list. The list is empty unless you have created a Smart Label. To filter the labels list, enter a few characters of the label name in the Filter field.
3.
Click Save.

The new asset appears on the Assets list.

Add Software assets on the Software list

Adding Software assets

Software assets enable you to track information about applications in the Software page inventory. For example, after you add Software assets for applications, you can associate those assets with License assets to track license information.

You can create Software assets for applications that have been added to the appliance automatically or manually.

If the Organization component is enabled on your appliance, you create Software assets for each organization separately.

Add Software assets on the Software list

You can add Software assets for one or more applications at once by selecting applications on the Software list.

Software assets can be added for Software list inventory only. Software assets are not required for applications in the Software Catalog inventory.

1.
Go to the Software 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 Inventory, then click Software.
3.
Select Choose Action > Create Asset.

The assets are created, and they appear on the Assets list.

Add Software assets in the Assets section

You can create Software assets one-at-a-time in the Assets section.

Software assets can be added for Software list inventory only. Software assets are not required for applications in the Software Catalog inventory.

1.
Go to the Software 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.
c.
Select Choose Action > New > Software.

Option

Description

Subtype

The asset subtype, if applicable.

Asset Status

The asset status, if applicable. You can select a default asset status, or a custom one (if they exist). A default installation of the KACE SMA includes the following asset statuses:

Active: Any asset that is deployed, active, or in use.
Disposed: An asset that is no longer available for use.
Expired: A software license or contract asset that has expired.
In Stock: A recently received asset.
Missing: Any asset that cannot be located.
Repair: An asset that is being repaired.
Reserved: An asset that is set aside for a specific person or use.
Retired: Any asset that reached its end-of-life state, or is no longer in use.
Stolen: An asset that has been reported as stolen.

For more information, see View and configure asset lifecycle settings.

Location

Select the location for this asset from the drop-down list. The values in this list contain all locations defined on the appliance. See Managing locations

Name

The asset name. For example, Office Pro SW Asset.

Software

The name of the application to associate with the asset. To search for items, begin typing in the field.

Software Label

Select a label from the drop-down list. The list is empty unless you have created a Smart Label. You can type in the box to look for specific labels.

Barcode Data

Review or add barcodes that you want to associate with this asset. See Add barcodes to assets.

Barcode Name

Barcode Format

a.
In the Name field, enter a name for the asset. For example, Office Pro SW Asset.
b.
Optional: In the Software field, select the name of the application to associate with the asset. To search for items, begin typing in the field.
c.
Optional: In the Software Label field, select a label in the Select label drop-down list. The list is empty unless you have created a Smart Label. To filter the labels list, enter a few characters of the label name in the Filter field.
3.
Click Save.

The new asset appears on the Assets list.

Add Software assets in the Assets section

Adding Software assets

Software assets enable you to track information about applications in the Software page inventory. For example, after you add Software assets for applications, you can associate those assets with License assets to track license information.

You can create Software assets for applications that have been added to the appliance automatically or manually.

If the Organization component is enabled on your appliance, you create Software assets for each organization separately.

Add Software assets on the Software list

You can add Software assets for one or more applications at once by selecting applications on the Software list.

Software assets can be added for Software list inventory only. Software assets are not required for applications in the Software Catalog inventory.

1.
Go to the Software 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 Inventory, then click Software.
3.
Select Choose Action > Create Asset.

The assets are created, and they appear on the Assets list.

Add Software assets in the Assets section

You can create Software assets one-at-a-time in the Assets section.

Software assets can be added for Software list inventory only. Software assets are not required for applications in the Software Catalog inventory.

1.
Go to the Software 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.
c.
Select Choose Action > New > Software.

Option

Description

Subtype

The asset subtype, if applicable.

Asset Status

The asset status, if applicable. You can select a default asset status, or a custom one (if they exist). A default installation of the KACE SMA includes the following asset statuses:

Active: Any asset that is deployed, active, or in use.
Disposed: An asset that is no longer available for use.
Expired: A software license or contract asset that has expired.
In Stock: A recently received asset.
Missing: Any asset that cannot be located.
Repair: An asset that is being repaired.
Reserved: An asset that is set aside for a specific person or use.
Retired: Any asset that reached its end-of-life state, or is no longer in use.
Stolen: An asset that has been reported as stolen.

For more information, see View and configure asset lifecycle settings.

Location

Select the location for this asset from the drop-down list. The values in this list contain all locations defined on the appliance. See Managing locations

Name

The asset name. For example, Office Pro SW Asset.

Software

The name of the application to associate with the asset. To search for items, begin typing in the field.

Software Label

Select a label from the drop-down list. The list is empty unless you have created a Smart Label. You can type in the box to look for specific labels.

Barcode Data

Review or add barcodes that you want to associate with this asset. See Add barcodes to assets.

Barcode Name

Barcode Format

a.
In the Name field, enter a name for the asset. For example, Office Pro SW Asset.
b.
Optional: In the Software field, select the name of the application to associate with the asset. To search for items, begin typing in the field.
c.
Optional: In the Software Label field, select a label in the Select label drop-down list. The list is empty unless you have created a Smart Label. To filter the labels list, enter a few characters of the label name in the Filter field.
3.
Click Save.

The new asset appears on the Assets list.

Managing physical and logical assets

Managing physical and logical assets

Physical assets include device hardware and software, as well as other physical assets, such as office furniture. Logical assets include locations, cost centers, and vendors.

The KACE SMA Inventory component automatically provides the Asset Management component with information about physical assets, such as devices, that report software and hardware inventory to the KACE SMA. For physical and logical assets that do not report inventory to the KACE SMA, however, information is added and updated manually. See Update custom asset fields manually.

Managing logical assets enables you to:

You can also add custom logical assets, such as support contracts, to track additional metadata about those objects.

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