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KACE Systems Management Appliance 13.2 Common Documents - KACE Service Desk Administrator Guide

About the KACE Service Desk 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 Managing user notifications 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 Deploying the KACE Agent to managed devices 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 Registering KACE Agent with the appliance Provisioning the KACE Agent Manually deploying the KACE 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
Using the Security Dashboard About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Windows Feature Updates Managing Dell devices and updates Managing Linux package upgrades Maintaining device and appliance security Manage quarantined file attachments
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 appliance
Appendixes Glossary About us Legal notices

Add or edit contracts

Add or edit contracts

The Contract Detail page shows the details of the selected contract.

Use this page to add or edit contracts, as needed.

1.
Go to the Contract Detail page:
a.
Log in to the appliance Administrator Console, https://appliance_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 Contracts.
c.
Display the Contract Detail page by doing one of the following:
▪
Click the name of a contract.
▪
Select Choose Action > New > Contract-Hardware.
▪
Select Choose Action > New > Contract-Software.
▪
Select Choose Action > New > Contract-Other.
2.
Provide general information about the contract.
Contracts are a form of asset types, and apart from the Name field which is always required, the collection of the fields available with each contract type can be changed to suit your needs. For more information about Asset Types, see About Asset Types
The following fields typically appear on a contract record:

Option

Description

Subtype

The subtype assignment for this contract asset, if applicable. None indicates that the asset is not assigned to a subtype.

You can specify the contract subtypes in the applicable contract Asset Subtype (Contract-Software, Contract-Hardware, or Contract-Other). For more information about asset subtypes, see About Asset Subtypes, custom fields, and device detail preferences.

Asset Status

The contract status, if applicable. You can select a default asset status, or a custom one (if they exist). A default installation of the appliance 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

The location of this asset.

Name

The name of the contract.

Contract Number

The contract number.

Contract Description

Additional information about the contract.

Contract Start Date

The date when the contract is activated.

Contract End Date

The date when the contract ends.

Anniversary

Software and hardware contracts only. An indicator of when the contract is up for renewal.

Publisher

Software and hardware contracts only. The contract publisher.

Publisher Program

Software contracts only. The entries available for selection are populated from the Software Catalog, depending on what you set in the Publisher field. When you select a Publisher, the entries available for selection in this field are populated with the program entries associated with the selected Publisher, that exist in your Software Catalog.

Vendor

The name of the vendor associated with the contract. You can select from the available vendor entries.

Vendor Agreement Number

The number of the vendor agreement associated with the contract.

Manufacturer

Hardware contracts only. The manufacturer of the device associated with this contract.

Hardware Type

Hardware contracts only. The type of the hardware device associated with this contract, such as laptop or server.

Hardware Series

Hardware contracts only. The series of the hardware device associated with this contract.

Hardware Model

Hardware contracts only. The model number of the hardware device associated with this contract.

Purchase Order Number

The number of the purchase order associated with the contract.

Purchase Order Date

The date of the purchase order associated with the contract.

Linked Contract

Another contract that is associated with this contract entry.

Contact Name

The contact name associated with the contract.

Contact Email

The contact email address associated with the contract.

Contact Phone

The contact phone number associated with the contract.

Notes

Additional information about this contract.

Attachment 1, Attachment 2

Any file attachments associated with the contract.

3.
Optional. Add one or more barcodes to the contract, as needed.
a.
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.

4.
Review the information in the Service Desk section. If you are editing an existing contract associated with one or more Service Desk tickets, they are listed in this section.
5.
Review the information in the Related Assets section. If you are editing an existing contract associated with one or more licenses, they are listed in this section.
6.
Click Save.

Managing licenses

Managing licenses

Manage licenses
Add or edit licenses

A license agreement allows you to use a logical or physical asset, such as software or hardware.

You can add, edit, or delete licenses, as needed, and associate them with your physical or logical assets.

Manage licenses

Manage licenses

Licenses allow you to use your logical or physical assets, such as software or hardware that your business uses.

You can add, edit, or delete licenses, or export license details into a file, as needed.

1.
Go to the Licenses list:
a.
Log in to the appliance Administrator Console, https://appliance_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 Licenses.
2.
To add a license, select Choose Action > New.
See Add or edit licenses for more information.
3.
To delete a license:
a.
Select the row containing the license that you want to delete.
b.
Select Choose Action > Delete.
4.
To export one or more license entries to a file:
a.
Select the rows containing the licenses that you want to export.
b.
Select Choose Action > Export, and then choose the appropriate option.
For example, to export all licenses to a CSV file, select them in the list, and then select Choose Action > Export > Export All To CSV Format.
You can import license information from a file using the Import Assets wizard. For more information, see Importing asset data using CSV files.

Add or edit licenses

Add or edit licenses

The License Detail page shows the details of the selected license.

Use this page to add or edit licenses, as needed. Licenses are a form of asset types, and apart from the license name which is always required, the collection of the fields available with a license record can be changed to suit your needs. For more information about Asset Types, seeAbout Asset Types.

1.
Go to the License Detail page:
a.
Log in to the appliance Administrator Console, https://appliance_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 Licenses.
c.
Display the License Detail page by doing one of the following:
▪
Click the name of a license.
▪
Select Choose Action > New.
2.
On the License Asset Detail page, on the General tab, provide the following information:

Option

Description

Subtype

The Asset Subtype to associate with the license. See About Asset Subtypes, custom fields, and device detail preferences.

Asset Status

The license status, if applicable. You can select a default asset status, or a custom one (if they exist). A default installation of the appliance 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

The name of the location where the asset is located. See Managing locations.

Name

The name of the license, such as Office Professional PO #1234. This is the name that you use to find the asset. If you plan to have multiple licenses associated with an application, provide the purchase order number or purchase date in the fields below to differentiate the licenses.

License Count

The number of installations or seats the license allows. For example, 50.

Applies to Cataloged Software

Applications in the Software Catalog inventory to which the license applies. You can associate License assets with multiple applications in the Software Catalog if necessary. However, it is not necessary to associate a License asset with multiple versions of the same application because the appliance does this automatically to support upgrades and downgrades. You can simply associate the current version with the License asset when you add the license information.

In addition, if you assign applications from different publishers, such as Microsoft Office and Adobe Acrobat, to the same License asset, the total number of seats specified in the License asset is assigned to each application. For example, if the License asset has 100 seats, both Microsoft Office and Adobe Acrobat are assigned 100 seats.

Applies to Software

Leave this field blank. A software license cannot be associated with applications from the Software Catalog inventory and the Software page inventory at the same time. For more information on how to create license assets for cataloged software, see Add License assets for Software page inventory.

License Mode

The mode of the License asset. For applications that require licenses, and to display license usage information on the License Compliance page, select either Enterprise or Unit License.

* 
NOTE: Most modes, including Not Specified, Client License, Subscription, Shareware, Freeware, OpenSource, No Licensing, and Site License, are not used for License Compliance.

The license mode is used in these sections of the Administrator Console:

•
The License Compliance list. See View License Compliance information for Software Catalog applications.
•
The License Compliance chart that is displayed on the Dashboard. Values that are marked as ignored on the Asset Detail page are shown with a usage level of 100 percent. See About Dashboard widgets.
3.
Click Next.
4.
On the License Asset Detail page, on the Purchase tab, provide the following information:

Option

Description

Contract

The contract asset associated with the license.

Applies to Cataloged Software

Applications in the Software Catalog inventory to which the license applies. You can associate License assets with multiple applications in the Software Catalog if necessary. However, it is not necessary to associate a License asset with multiple versions of the same application because the appliance does this automatically to support upgrades and downgrades. You can simply associate the current version with the License asset when you add the license information.

In addition, if you assign applications from different publishers, such as Microsoft Office and Adobe Acrobat, to the same License asset, the total number of seats specified in the License asset is assigned to each application. For example, if the License asset has 100 seats, both Microsoft Office and Adobe Acrobat are assigned 100 seats.

Product Key

The product key associated with the license. You can modify and edit the default information, which can be captured for a License Asset Type.

Unit Cost

The unit cost associated with the license. You can modify and edit the default information, which can be captured for a License Asset Type.

Vendor

The name of the Vendor asset you want to associate with the application. the Vendor drop-down list is empty unless you have added a Vendor asset. To search for a vendor, begin typing in the list.

* 
NOTE: Assigning multiple vendors to a single software License asset is not recommended because it can result in inaccurate License Compliance information.

Purchase Order Number

The purchase order number associated with the license.

Purchase Date

The date the purchase was made. Click in the field, then select a date on the calendar.

Purchase

Select one or more purchase records associated with this license. See Managing purchase records.

5.
Click Next.
6.
On the License Asset Detail page, on the Maintenance tab, provide the following information:

Option

Description

Includes Upgrade Rights

Indicates if the license includes upgrade rights. Upgrade rights refer to the ability to upgrade to a newer version of the licensed software, when such versions become available. For more information, see About license upgrades. Select one of the following options:

•
Yes: Upgrade rights are calculated by comparing the number of existing licenses for the selected software with the counts of available licenses for newer versions of the same software.
•
Yes - Select from list: Choose one or more software versions for which you want to grant upgrade rights. Under Upgrade Software list, click Select cataloged software to add. The list that appears is populated with higher versions of the selected software to which the license can be upgraded. When you click an entry in the list, your selection appears in the Upgrade Software list box. You can add one or more versions, as needed. To delete an item from the list, select it in the Upgrade Software list box, and click Remove.
•
No: If you do not want to grant upgrade rights to the selected software, select this option.

Includes Maintenance

Whether the license entitles users to upgrade the installed version of the application. See About License Compliance for Software Catalog applications.

Expiration Date

If the license includes maintenance, the expiration date of the maintenance period.

The appliance License Compliance feature leverages Software Catalog information, such as application release dates. If new application versions are released during the maintenance period, they are automatically covered by this License asset.

Includes Downgrade Rights

Indicates if the license includes downgrade rights. Downgrade rights refer to the ability to apply licenses for newer software versions to older versions of the same software. For more information, see About license downgrades. Select one of the following options:

•
Yes: Downgrade rights are calculated by comparing the number of existing licenses for the selected software with the counts of available licenses for older versions of the same software.
•
Yes - Select from list: Choose one or more software versions for which you want to grant downgrade rights. Under Downgrade Software list, click Select cataloged software to add. The list that appears is populated with lower versions of the selected software to which the license can be downgraded. When you click an entry in the list, your selection appears in the Downgrade Software list box. You can add one or more versions, as needed. To delete an item from the list, select it in the Downgrade Software list box, and click Remove.
•
No: If you do not want to grant downgrade rights to the selected software, select this option.
7.
Click Next.
8.
On the License Asset Detail page, on the Related tab, provide the following information:

Option

Description

Department

The business group or department that owns the application.

Cost Center

The cost center associated with the department that owns the application.

Approved for Device

The devices that are approved to use the license. This information is used in License Compliance reporting. For example, if devices have the application installed, but are not on the list of approved devices, the devices are listed in the report titled, Unapproved Software Installation. However, the appliance does not enforce license compliance. For example, the appliance does not prevent applications from being installed on managed devices if a license is expired or otherwise out of compliance.

Barcodes

Add or edit barcodes associated with this license, as required. For more information, see Add barcodes to assets.

9.
Click Next.
10.
On the License Asset Detail page, on the Custom tab, provide additional custom data. You can modify the License Asset Type to include as many additional fields as necessary to meet your business objectives. For more information, see Add or customize Asset Types.
11.
Click Next.
12.
On the License Asset Detail page, on the Notes tab, provide the following information:

Option

Description

Notes

Any additional information you want to provide.

License Text

Any supplemental information about the license, such as a license number.

13.
Click Save.
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