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KACE as a Service 7.1 - Administrator Guide

About the KACE Systems Management Appliance (K1000) 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 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 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 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
Setting up License Compliance Managing License Compliance Setting up Service Desk Creating and managing organizations Importing and exporting appliance resources
Managing inventory
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 K1000 Agent Manually deploying the K1000 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 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
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 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 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 K1000
Appendixes Glossary About us Legal notices

Add or edit locations

Add or edit locations

The Location Detail page shows the details of the selected location.

Location information is static and changes only when you import data or change it manually.

1.
Go to the Location Detail page:
a.
Log in to the K1000 Administrator Console, http://K1000_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 Assets, then click Locations.
c.
Display the Location Detail page by doing one of the following:
▪
Click the name of a location.
▪
Select Choose Action > New.
2.
Provide the following information about the location: Subtype, Name (required), Description, Web site, Address, Locale, and Phone Number.
3.
Click Save.

Customize location fields

Customize location fields

You can rename, create, and delete fields on the Location Detail page, as needed.

1.
Go to the Location Detail page:
a.
Log in to the K1000 Administrator Console, http://K1000_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 Assets, then click Locations.
c.
Display the Location Detail page by doing one of the following:
▪
Click the name of a location.
▪
Select Choose Action > New.
2.
Specify location subtypes, if needed.
a.
In the Subtypes section, click Add Subtype.
The Location Asset Subtype Detail page appears. The Inherited Fields section shows fields that are available to the Asset Subtype because they have been added to the Asset Type.
b.
On the Location Asset Subtype Detail page that appears, review, and edit the following options, as needed:

Options

Description

Name

The name of the Location Subtype. This name appears in the list on the Location Detail page.

Default

Indicates whether to use the Location Subtype as the default for new locations. If you select this check box, new locations are automatically assigned to this Asset Subtype. You can change this setting any time.

Inherited Fields

This section displays the default location fields. You cannot make any changes to this section.

Subtype Fields

Add any fields that are specific to this Subtype, as needed. To add a field, click , and specify the required information.

c.
Click Save.
3.
If you want the locations to use barcodes, specify one or more tags in the Barcode Tags area.
Any locations that you create going forward will have the barcode tags available for configuration. For example, if you specify a Corporate Tag and a Dell Location Tag, barcodes identified with these two tags will be available for selection in on the Location Detail page, when you create or edit a location.
To add a barcode, click , type the barcode name, and click Save.
4.
Specify additional location fields, as needed.
a.
To add a field, in the Asset Fields area, click .
b.
Provide the following information for each new field:

Option

Description

Name

The field name.

Available Values

The values that appear in fields that contain lists of values. This field is enabled when you select Single Select or Multiple Select from the Type drop-down list. If you select Single Select or Multiple Select, you must enter at least one value in this field. To use multiple values, separate each value with a comma.

Required

Indicates whether the field is mandatory or optional. If this check box is selected, users must enter a value in the field when creating assets of the selected type.

Type

The type of field. Field types include:

•
Attachment: Enables users to add attachments to the asset.
•
Currency: Used for monetary values.
•
Software Catalog: Enables users to associate the asset with an application in the Software Catalog.
•
Date: Used for calendar information.
•
Label: Enables users to associate a label with the asset.
•
Link: Used for Internet links. Links must be valid URLs, such as http://quest.com.
•
Multiple Select: Displays a list where multiple values can be selected. The maximum length for each value is 255 characters.
•
Notes: Used for additional information.
•
Number: Used for numerical values expressed as whole numbers.
•
Parent: Enables the asset to point to the same type of asset in a parent-child relationship. For example, you might allow Location types to have a Parent connection, allowing New York to point to a North America location. This can then be used in the reporting system to show all assets in North America.
•
Single Select: Displays a value list where only a single value can be selected. The maximum length for each value is 255 characters.
•
Text: Used for additional text. The maximum length is 255 characters.
•
Timestamp: Used to add a day and time to the record.
•
User: Used to associate user records with an asset.
•
Assets Asset Type: Used to specify relationships among Asset Types.
c.
Click Save.
5.
Click Save.

Setting up License Compliance

Setting up License Compliance

About License Compliance for Software Catalog applications
Customize the License Asset Type
Add License assets for Software Catalog inventory
Add License assets for Software page inventory
Importing license data in CSV files

To track License Compliance information for applications, you need to create License assets. License assets can be associated either with applications in the Software Catalog inventory or the Software page inventory. License assets cannot be associated with both inventory types at the same time.

The options for tracking licenses, and the requirements for setting up License Compliance, differ for Software Catalog inventory and for Software page inventory.

About License Compliance for Software Catalog applications

About License Compliance for Software Catalog applications

About license upgrades
About license downgrades

The K1000 enables you to view License Compliance information for applications in the Software Catalog inventory. This information appears on the License Compliance page and in the License Compliance Dashboard widget.

After you configure License assets for applications in the Software Catalog inventory, you can view the number of seats installed on Agent-managed devices, the number of seats available, the type of licenses applied, and, if metering is enabled for the application, usage information. In addition, the K1000 leverages information in the Software Catalog to automatically apply the correct licenses to application versions that are classified as upgraded or downgraded.

To set up License Compliance for applications in the Software Catalog inventory:

•
(Optional) Customize the License Asset Type to meet your information management requirements. See Customize the License Asset Type.
•
(Optional) Enable metering for Software Catalog applications. When metering is enabled, the License Compliance page shows whether applications have or have not been used in the past 90 days. See About software metering.
•
Create License assets and associate them with applications in the Software Catalog inventory. See Add License assets for Software Catalog inventory.
•
(Optional) Set the threshold levels for License Compliance used on the Dashboard widget. The default Warning Threshold is 90. The default Critical Threshold is 100. See Customize license usage warning thresholds.
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