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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

View and configure asset lifecycle settings

View and configure asset lifecycle settings

With the exception of locations, each asset type can have a status indicating its use or purpose, such as Active, Disposed, Expired, or others.

In order to configure applicable asset lifecycle settings, your user role must be granted a write-level Asset Lifecycle permission. To view asset lifecycle settings, a read-level permission is sufficient. For more information about user roles, see Managing Organization Roles and User Roles.

Use the Asset Lifecycle Settings page to view the list of existing asset status entries, and to add new ones, as required.

1.
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.
On the left navigation bar, click Asset Management, then click Assets.
On the left navigation bar, click Asset Management, then click Contracts.
On the left navigation bar, click Asset Management, then click Licenses.
3.
On the list page that appears, click Choose Action > Configure Lifecycle Settings.
TIP: You can quickly change an asset status by selecting the asset on the list page, clicking Choose Action > Change Asset Status, and selecting the appropriate status in the Change Asset Status dialog box. Access to this command requires a write-level Assets, Contracts, or Licenses permission, as applicable. For more information about user roles, see Managing Organization Roles and User Roles.
The Asset Lifecycle Settings page appears.
4.
On the Asset Lifecycle Settings page, under Asset Status, review the list of default 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.
To add a new asset status, click , specify the Name and Description for the asset status, and click Add.
To edit a custom asset status, in the row containing the asset status, click , and edit the Name and/or Description of the asset status, as applicable.
6.
If you made any changes to the Asset Lifecycle Settings page, click Save. Otherwise, click Cancel to return to the previous page.

Adding and customizing Asset Types and maintaining asset information

Adding and customizing Asset Types and maintaining asset information

You can add or customize Asset Types as needed. You can also maintain real-time information on assets by scanning your network at regularly scheduled intervals.

In addition, you can add subtypes to your Asset Types. Asset Subtypes enable you to track asset properties, such as toner or ink levels of printers.

About Asset Types

About Asset Types

Asset Types are templates for creating assets. Asset Types contain the fields and other information that define assets.

Default Asset Types include: Device, Cost Center, Department, License, Contract, Location, Purchase, Software, and Vendor, and you can add custom Asset Types as needed.

In addition, you can add Asset Subtypes and custom fields for any Asset Type. This is especially useful for collecting additional information about non-computer Device assets, such as printers. See About Asset Subtypes, custom fields, and device detail preferences.

Customizing Asset Types

Customizing Asset Types

You can rename fields, create fields, and delete fields in Asset Types as needed. Customizations to Asset Types are preserved during appliance updates.

About renaming fields and changing field types in Asset Types

When you rename a field in an Asset Type, the field is renamed in all assets that are based on the Asset Type. Values for the renamed field are retained.

However, if you change the Type to a type that does not support the data already entered in a field, that data is lost. For example, you might have a field named Model Number that is of the Type, Text, and that contains the value A123. If you change the Type from Text to Number, the system cannot convert A123 to a valid number. The value for the Model Number field is set to 0.

About adding and deleting asset fields

When you add a field to an Asset Type, the field is available to all assets of that type. Similarly, if you delete a custom asset field, that field, and any values entered in that field, are removed from all assets of that type.

For example, if you created a custom field named BIOS Serial Number in the Device Asset Type, that field would be available to all Device Asset Types. However, if you delete the BIOS Serial Number custom asset, that field, and any values entered in the field, are removed from all Device Asset Types.

If you delete an asset field, the asset association is removed from any assets that point to the deleted field.

Add or customize Asset Types

You can have as many custom Asset Types as you need. In addition, you can create custom fields in any Asset Type. When you create a custom field in an Asset Type, that field becomes available to all assets that are based on that Asset Type.

If the Organization component is enabled on your appliance, you add and customize Asset Types for each organization separately.

1.
Go to the Asset Type 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 Asset Types.
c.
Display the Asset Type Detail page by doing one of the following:
Select Choose Action > New.
2.
All asset types except Locations. In the Defaut Asset Status field, enter a default asset status, or a custom one (if they exist).
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.
3.
Device assets only. In the Defaut Archive Asset Status field, enter an asset status that you want to automatically assign to a device when it becomes archived.
4.
In the Name field, add or change the name as needed.
Any assets of this type that you create will have the barcode tags available for configuration. For example, if you specify a Corporate Tag and a Dell Asset Tag, barcodes identified with these two tags will be available for selection in on the Asset Detail page, when you create or edit an asset of this asset type.
To add a barcode, click , type the barcode name, and click Save.
6.
In the Asset Fields area, click .

Item

Description

Name

The name of the custom asset field, such as Asset Code, Purchase Date, or Building Address Line 1. This name appears on the form used to create assets of the selected Asset Type.

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.

Default Values

The value that appears in the field by default. If you select Single Select or Multiple Select from the Type drop-down list, you must type one of the values given in the Available Values field.

Required

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.

Multiselect

Whether the asset field points to other assets. A check box is enabled when you select Assets Asset Type from the Type drop-down list. Select the check box to allow this custom field to point to multiple records.

For example, you might want a field to point to multiple devices that are approved for a particular license. In that case, you would select the check box. To create a single relationship field, such as a printer that is used by only one department, clear the check box.

Section

License assets only. The tab on which this field appears on the License Detail page: General, Purchase, Maintenance, Related, Custom, or Notes. For more information about the tabs appearing on the License Detail page, see Add or edit licenses.

Device Section

Device assets only. The location, on the Device Detail page, where the field is reported. For example, if you are creating a printer Asset Subtype, with a field named Toner Level, you might select Hardware because that field is related to printer hardware. However, you can choose any section in the drop-down list for any field.

8.
Click Save at the end of the row, then click Save at the bottom of the page.

Optional: Add Asset Subtypes for Asset Types. See Add Asset Subtypes and select Device Detail page preferences.

About customizing the Device Asset Type

Almost all Device asset data, whether displayed in the Assets or Inventory sections, originates from the Assets section.

The only device inventory or asset information that comes from the Inventory section is data for the Mapped Inventory Field and the Matching Asset Field. The values for those fields are collected each time devices are inventoried. During the inventory process, the appliance determines whether devices already have mapped assets. If no asset is found, the appliance creates one.

The default data type for Mapped Inventory Field is System Name, and the default data type for Matching Asset Field is Name. However, if you re-image your systems, the information under the old system name is lost to the Asset Management component. To prevent this loss, consider using BIOS serial numbers, IP addresses, MAC addresses, or something similar for tracking.

You can import Device asset data or change it manually in the Assets section any time.

Example: Add custom fields to the Device Asset Type

This example shows how to add fields to the Device Asset Type and select them in the Mapped Inventory Field and the Matching Asset Field.

1.
Go to the Asset Type 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 Asset Types.
c.
Click the Device Asset Type.
2.
Click the Add button on the right side of the page: .
a.
In the Name field, enter BIOS Serial Number.
b.
In the Type drop-down list, select Text.
4.
Click Save at the end of the row, then add a row:
a.
Click the Add button: .
In the Name field, enter Serial Number.

In the Type drop-down list, select Text. Reserve the Number Type for fields on which you perform calculations. Using the Number Type might strip leading zeros in a serial number.

5.
Click Save at the end of the row, then add a row:
a.
Click the Add button: .
In the Name field, enter Purchase Date.

In the Type drop-down list, select Text.

6.
Click Save at the end of the row, then add a row:
a.
Click the Add button: .
In the Name field, enter Location.

In the Type drop-down list, select Asset Location.

7.
Click Save at the end of the row.
8.
In the Mapped Inventory Field drop-down list, change the value to BIOS Serial Number.
9.
In the Matching Asset Field, select Serial Number.
10.
Click Save at the bottom of the page.
Establishing relationships between asset fields

You can edit Asset Types to establish relationships among assets and track them together.

These relationships can be:

Example: Add fields to the Location Asset Type shows how to make a parent-child relationship with locations by adding a field to the Location Asset Type.

Example: Add fields to the Location Asset Type

You can add fields to the Location Asset Type as needed.

1.
Go to the Asset Type 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 Asset Types.
c.
Click the Location Asset Type.
2.
Click the Add button on the right side of the page: .
3.
In the Name field, enter Parent Location.
4.
In the Type drop-down list, select Parent.
5.
Click Save at the end of the row, then click Save at the bottom of the page.

When you open a Location asset, the Parent Relationship field is shown on the Asset Detail page.

Add parent relationships to Location assets

Parent-child relationships can be useful when managing assets, such as Location assets.

Add Parent Location custom fields as described in Example: Add fields to the Location Asset Type.

When adding parent relationships, start with the highest level (parent level) in the relationship.

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.
Optional: In the View By drop-down list, which appears above the table on the right, select Asset Type > Location.
a.
Select Choose Action > New > Location to display the Location Asset Detail page.
c.
Leave the Parent Location Unassigned, then click Save to display the Assets page.
NOTE: The Parent Location field is a user-created custom field.
a.
Select Choose Action > New > Location to display the Location Asset Detail page.
c.
For this example, select Western Division for the Parent Location. If you have many Location assets, enter the first characters in the Filter field to limit the choices available in the Parent Location field.
5.
Click Save.
Delete Asset Types

You can delete Asset Types, provided that no assets are assigned to those types.

You have Asset Types that do not have any assets assigned to them.

1.
Go to the Asset Types 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 Asset Types.
3.
Select Choose Action > Delete, then click Yes to confirm.
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