KACE Systems Management Appliance 14.0 Common Documents - KACE Service Desk Administrator Guide

A default installation of the appliance includes the following asset statuses:

▪

Select Choose Action > New.

In the Name field, add or change the name as needed.

Tip:	TIP: Additional options are available for Device and License Asset Types. See About customizing the Device Asset Type and Customize the License Asset Type.

All asset types except Locations. In the Defaut Asset Status field, under the General tab, 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.

If you want to allow users who do not have the Administrator role to delete assets of this type, select Restrict Delete to built-in Administrator Role. This option is turned off by default. Only administrators can configure this option. For other types of users, this field appears on the page, but it is disabled.

For more information on user roles, see Add or edit User Roles.

If you want assets of this type to display the asset location in the asset details, select Show Location settings. This option is turned off by default.

Asset Fields. In the Defaut Archive Asset Status field, enter an asset status that you want to automatically assign to a device when it becomes archived.

If you want the instances of this asset type to use barcodes, specify one or more tags in the Barcode Tags tab.

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.

, type the barcode name, and click Save.

In the Asset Fields tab, click

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.

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.

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.

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.

•

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.

•

Publisher: Enables user to associate the publisher info of an application to the asset.

•

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.

•

Locale : Enables user to associate the locale with an asset.

•

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.

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.

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.

NOTE: When you create an asset, this field is populated with the available assets of the specified Asset Type. The field is empty if there are no assets of the specified type.

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.

CAUTION: If you change the default Asset Type, you lose the asset history prior to the change because the appliance automatically creates assets with the new information. Therefore, it is important to decide whether you want to change the default values as early as possible in the setup process.

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.

10.

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.

CAUTION:

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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Device Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

In the Name field, enter BIOS Serial Number.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

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.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Purchase Date.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Location.

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

Click Save at the end of the row.

In the General tab, in the Mapped Inventory Field drop-down list, change the value to BIOS Serial Number.

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.

•

Parent-child, such as a cost center and the devices associated with it.

•

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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Location Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

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

In the Name field, enter Parent Location.

In the Type drop-down list, select Parent.

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

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.

Go to the Assets list:

On the left navigation bar, click Asset Management, then click Assets.

Optional: In the View By drop-down list, which appears above the table on the right, select Asset Type > Location.

If the highest level (parent level) Location asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new field. For example, Western Division.

Leave the Parent Location Unassigned, then click Save to display the Assets page.

NOTE: The Parent Location field is a user-created custom field.

If the second-level asset exists, select it. If the second-level asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new asset. For example, San Jose.

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.

Click Save.

For example, you could create Location assets for each building on a campus or each rack in a data center.

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.

Go to the Asset Types list:

On the left navigation bar, click Asset Management, then click Asset Types.

Select Choose Action > Delete, then click Yes to confirm.

About renaming fields and changing field types in Asset Types

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Display the Asset Type Detail page by doing one of the following:

▪

A default installation of the appliance includes the following asset statuses:

▪

Select Choose Action > New.

In the Name field, add or change the name as needed.

Tip:	TIP: Additional options are available for Device and License Asset Types. See About customizing the Device Asset Type and Customize the License Asset Type.

All asset types except Locations. In the Defaut Asset Status field, under the General tab, 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.

For more information on user roles, see Add or edit User Roles.

If you want assets of this type to display the asset location in the asset details, select Show Location settings. This option is turned off by default.

Asset Fields. In the Defaut Archive Asset Status field, enter an asset status that you want to automatically assign to a device when it becomes archived.

If you want the instances of this asset type to use barcodes, specify one or more tags in the Barcode Tags tab.

, type the barcode name, and click Save.

In the Asset Fields tab, click

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.

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.

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.

•

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.

•

Publisher: Enables user to associate the publisher info of an application to the asset.

•

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.

•

Locale : Enables user to associate the locale with an asset.

•

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.

•

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.

NOTE: When you create an asset, this field is populated with the available assets of the specified Asset Type. The field is empty if there are no assets of the specified type.

10.

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.

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

CAUTION:

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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Device Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

In the Name field, enter BIOS Serial Number.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

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.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Purchase Date.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Location.

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

Click Save at the end of the row.

In the General tab, in the Mapped Inventory Field drop-down list, change the value to BIOS Serial Number.

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.

•

Parent-child, such as a cost center and the devices associated with it.

•

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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Location Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

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

In the Name field, enter Parent Location.

In the Type drop-down list, select Parent.

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

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.

Go to the Assets list:

On the left navigation bar, click Asset Management, then click Assets.

Optional: In the View By drop-down list, which appears above the table on the right, select Asset Type > Location.

If the highest level (parent level) Location asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new field. For example, Western Division.

Leave the Parent Location Unassigned, then click Save to display the Assets page.

NOTE: The Parent Location field is a user-created custom field.

If the second-level asset exists, select it. If the second-level asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new asset. For example, San Jose.

Click Save.

For example, you could create Location assets for each building on a campus or each rack in a data center.

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.

Go to the Asset Types list:

On the left navigation bar, click Asset Management, then click Asset Types.

About renaming fields and changing field types in Asset Types

Select Choose Action > Delete, then click Yes to confirm.

About adding and deleting asset fields

Customizing Asset Types

About adding and deleting asset fields

Add or customize Asset Types

About customizing the Device Asset Type

Example: Add custom fields to the Device Asset Type

Establishing relationships between asset fields

Delete 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.

About adding and deleting asset fields

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

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

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Display the Asset Type Detail page by doing one of the following:

▪

A default installation of the appliance includes the following asset statuses:

▪

Select Choose Action > New.

In the Name field, add or change the name as needed.

Tip:	TIP: Additional options are available for Device and License Asset Types. See About customizing the Device Asset Type and Customize the License Asset Type.

All asset types except Locations. In the Defaut Asset Status field, under the General tab, 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.

For more information on user roles, see Add or edit User Roles.

If you want assets of this type to display the asset location in the asset details, select Show Location settings. This option is turned off by default.

Asset Fields. In the Defaut Archive Asset Status field, enter an asset status that you want to automatically assign to a device when it becomes archived.

If you want the instances of this asset type to use barcodes, specify one or more tags in the Barcode Tags tab.

, type the barcode name, and click Save.

In the Asset Fields tab, click

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.

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.

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.

•

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.

•

Publisher: Enables user to associate the publisher info of an application to the asset.

•

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.

•

Locale : Enables user to associate the locale with an asset.

•

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.

•

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.

NOTE: When you create an asset, this field is populated with the available assets of the specified Asset Type. The field is empty if there are no assets of the specified type.

10.

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.

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

CAUTION:

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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Device Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

In the Name field, enter BIOS Serial Number.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

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.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Purchase Date.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Location.

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

Click Save at the end of the row.

In the General tab, in the Mapped Inventory Field drop-down list, change the value to BIOS Serial Number.

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.

•

Parent-child, such as a cost center and the devices associated with it.

•

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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Location Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

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

In the Name field, enter Parent Location.

In the Type drop-down list, select Parent.

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

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.

Go to the Assets list:

On the left navigation bar, click Asset Management, then click Assets.

Optional: In the View By drop-down list, which appears above the table on the right, select Asset Type > Location.

If the highest level (parent level) Location asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new field. For example, Western Division.

Leave the Parent Location Unassigned, then click Save to display the Assets page.

NOTE: The Parent Location field is a user-created custom field.

If the second-level asset exists, select it. If the second-level asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new asset. For example, San Jose.

Click Save.

For example, you could create Location assets for each building on a campus or each rack in a data center.

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.

Go to the Asset Types list:

On the left navigation bar, click Asset Management, then click Asset Types.

About renaming fields and changing field types in Asset Types

Select Choose Action > Delete, then click Yes to confirm.

Add or customize Asset Types

Customizing Asset Types

About adding and deleting asset fields

Add or customize Asset Types

About customizing the Device Asset Type

Example: Add custom fields to the Device Asset Type

Establishing relationships between asset fields

Delete 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.

About adding and deleting asset fields

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

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

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Display the Asset Type Detail page by doing one of the following:

▪

A default installation of the appliance includes the following asset statuses:

▪

Select Choose Action > New.

In the Name field, add or change the name as needed.

Tip:	TIP: Additional options are available for Device and License Asset Types. See About customizing the Device Asset Type and Customize the License Asset Type.

All asset types except Locations. In the Defaut Asset Status field, under the General tab, 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.

For more information on user roles, see Add or edit User Roles.

If you want assets of this type to display the asset location in the asset details, select Show Location settings. This option is turned off by default.

Asset Fields. In the Defaut Archive Asset Status field, enter an asset status that you want to automatically assign to a device when it becomes archived.

If you want the instances of this asset type to use barcodes, specify one or more tags in the Barcode Tags tab.

, type the barcode name, and click Save.

In the Asset Fields tab, click

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.

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.

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.

•

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.

•

Publisher: Enables user to associate the publisher info of an application to the asset.

•

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.

•

Locale : Enables user to associate the locale with an asset.

•

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.

•

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.

NOTE: When you create an asset, this field is populated with the available assets of the specified Asset Type. The field is empty if there are no assets of the specified type.

10.

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.

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

CAUTION:

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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Device Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

In the Name field, enter BIOS Serial Number.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

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.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Purchase Date.

In the Type drop-down list, select Text.

Click Save at the end of the row, then add a row:

Click the Add button:

Provide the following information for the new line:

In the Name field, enter Location.

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

Click Save at the end of the row.

In the General tab, in the Mapped Inventory Field drop-down list, change the value to BIOS Serial Number.

In the Matching Asset Field, select Serial Number.

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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.

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Parent-child, such as a cost center and the devices associated with it.

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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.

Go to the Asset Type Detail page:

On the left navigation bar, click Asset Management, then click Asset Types.

Click the Location Asset Type.

In the Asset Fields tab, click the Add button on the right side of the page:

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

In the Name field, enter Parent Location.

In the Type drop-down list, select Parent.

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

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.

Go to the Assets list:

On the left navigation bar, click Asset Management, then click Assets.

Optional: In the View By drop-down list, which appears above the table on the right, select Asset Type > Location.

If the highest level (parent level) Location asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new field. For example, Western Division.

Leave the Parent Location Unassigned, then click Save to display the Assets page.

NOTE: The Parent Location field is a user-created custom field.

If the second-level asset exists, select it. If the second-level asset does not exist, create it:

Select Choose Action > New > Location to display the Location Asset Detail page.

Enter the name for the new asset. For example, San Jose.

Click Save.

For example, you could create Location assets for each building on a campus or each rack in a data center.

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.

Go to the Asset Types list:

On the left navigation bar, click Asset Management, then click Asset Types.