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KACE Asset Management Appliance 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 License assets for Software page inventory

Add License assets for Software page inventory

You can create License assets to track information for applications that require licenses.

Before you create License assets, you should have information such as the number of installations, or seats, allowed by the license, the product key, the purchase order number, and any other information you want to manage in the License asset.

NOTE: To create License assets for applications in the Software page inventory, you first must create Software assets for those applications. You do not need to create Software assets for applications in the Software Catalog page inventory.

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

1.
Go to the License Asset 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.
On the left navigation bar, click Assets. Select Choose Action > New > License.
On the left navigation bar, click Inventory, then click Software Catalog. Click the name of an application. On the Software Catalog Detail page, click Add New License.

Option

Description

Subtype

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

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

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

Applies to Software

Applications in the Software page inventory to which the license applies. You can associate licenses with multiple applications on the Software page.

If this field is blank, you need to create a Software asset as described in Adding Software assets.

License Mode

The mode of the License asset. For applications that require licenses, select either Enterprise or Client Access License.

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

The License Compliance list (Software Catalog inventory only). 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.

Product Key and Unit Cost

Additional information about 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.

Purchase Order Number

The purchase order number associated with the license.

Purchase Date

The date the license was obtained. Click in the field, then select a date on the calendar.

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.

This setting, however, only applies to licenses for cataloged software. For non-cataloged software, set this option to No.

For more information on how to create license assets for cataloged software, see Add License assets for Software Catalog inventory.

Includes Maintenance

Whether or not the license entitles users to upgrade or downgrade the version of the application.

Expiration Date

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

The K1000 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.

This setting, however, only applies to licenses for cataloged software. For non-cataloged software, set this option to No.

For more information on how to create license assets for cataloged software, see Add License assets for Software Catalog inventory.

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 K1000 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.

Notes

Any additional information you want to provide.

License Text

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

Custom Fields

Additional information. You can modify the License Asset Type to include as many additional fields as necessary to meet your business objectives.

3.
Click Save.

The new asset appears on the Assets page. The License Count number does not change until you update the asset. However, the number in the Installed column changes when managed devices that have the software installed check in to the appliance. This enables you to track the number of licenses that have been purchased and installed.

Importing license data in CSV files

Importing license data in CSV files

If your license data is in a spreadsheet, you can export it to CSV (comma-separated value) format, then import it into the K1000. Or, you can use a text editor to create a CSV file that contains the data, then import that file.

If the CSV file contains new assets for Asset Types that you have defined, the new assets are added.

How asset information is handled during import

How asset information is handled during import

When asset information is imported, the appliance compares the new information to existing information to determine how the new information should be handled.

Depending on whether the information is new, existing, or duplicated, the appliance performs the following actions:

Creates the asset: If the Primary Key value does not match an existing value, the asset is created.
Updates the asset: If the Primary Key value matches an existing value, the asset information is updated.
Flags the asset as a duplicate: If multiple records for the Asset Type match the value of the CSV field chosen as the Primary Key, OR if multiple records match the associated asset, the asset is flagged as a duplicate. Duplicate records are not imported.

Importing asset data using CSV files

Importing asset data using CSV files

You can import asset data, such as software license data, using CSV (comma separated value) files.

Prepare asset data before importing

Verify that asset data is appropriate and formatted properly before importing it.

3.
Verify that all columns map to equivalent Asset Fields in the Asset Type.
Asset Types include default fields, such as Asset Name, Purchase Order Number, and Vendor, but you can add custom asset fields if necessary. See About adding and deleting asset fields.
Example: Import license data from prepared spreadsheets

You can import license data from prepared CSV files.

This example describes how to import License assets for Software Catalog inventory. The example shows only the fields that are required for License asset import. You can add additional files, such as unit cost, publisher, product keys, and so on to meet your information management needs.

If you want to assign the imported assets to an Asset Subtype, add the subtype before you import the assets. See Add Asset Subtypes and select Device Detail page preferences.

Asset Name

License Count

License Mode

Includes Maintenance

Applies to Software Catalog

Software Title 1

100

Enterprise

Yes

Software Title 1

Software Title 2

150

Enterprise

Yes

Software Title 2

Software Title 3

200

Enterprise

Yes

Software Title 3

Software Title 4

500

Enterprise

Yes

Software Title 4

The values in each column are separated by commas. For example: Software Title 1,100,Enterprise,Yes,Software Title 1
4.
Go to the Upload File page in the Import Assets section:
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 Import Assets.
5.
Click Browse or Choose File, then select the CSV file.
The Asset Type Selection page appears.
a.
In the Asset Type drop-down list, select License.
b.
In the Asset Subtype drop-down list, select Productivity.
NOTE: In this example, the Asset Subtype, Productivity, has been added to the License Asset Type. The Subtype drop-down list is empty if you have not added subtypes for the License Asset Type. During import, all assets are assigned to the selected subtype.
c.
Click Next.
The Mapping page appears.
8.
In the CSV Fields drop-down list, select the fields that correspond to the appliance Required Standard Fields and Required Asset Fields. The mapping of these fields depends on the contents of your CSV file and the Asset Type. For the example in this section, use the following values:
Asset Name=Asset Name
License Count=License Count
9.
Select the PK check box next to the Asset Name field.
10.
If the assets you are importing use barcodes, in the Barcode Fields area, indicate how you want to import the barcodes.

Option

Description

Update asset barcodes with selected

Check if the barcodes supplied in this area already exist, and if they do, update them. If they do not exist, they are created for the specified assets.

Replace all asset barcodes with selected

Replace the existing barcodes with the specified barcodes.

Barcode Data

The field in the CSV file that contains the barcode. There can be only one barcode of the same type per asset.

Barcode Name

The field in the CSV file that contains the barcode tag. 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 Format

The field in the CSV file that contains the barcode format. For example, UPC-A, Code 11, or UPC-E.

11.
Click Preview to verify the data on the Confirmation page.
12.
Click Import to complete the import process.
The Result for Asset Import page appears.
13.
Click Done to return to the Assets page.
When the import is complete, the assets appear in the Assets list. If the titles of the software matched titles in the Software Catalog inventory, the assets are associated with the inventory items and you can view them on the Software Catalog Detail page for the items.
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