https://wiki.hornbill.com/api.php?action=feedcontributions&user=Stevenb&feedformat=atomHornbill - User contributions [en]2024-03-29T13:34:36ZUser contributionsMediaWiki 1.35.0https://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31082Software Asset Management2023-04-25T13:18:35Z<p>Stevenb: /* View Installed Software per Device */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view the installed software on our devices. Ratify installed software against license records held across all your vendors.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software - List ==<br />
<br />
Import installed software from devices from third-party discovery solutions using the [[Asset_Data_Import_Tool]], or directly from the Hornbill ITOM App using the scheduled '''Asset Import''' job; do this for managed devices once discovered through the Hornbill ITOM app (ITOM is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on devices in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View which Devices Software is Installed On ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' and, or '''Mobile Device''' Classes, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31081Software Asset Management2023-04-25T13:18:12Z<p>Stevenb: /* View Installed Software per Device */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view the installed software on our devices. Ratify installed software against license records held across all your vendors.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software - List ==<br />
<br />
Import installed software from devices from third-party discovery solutions using the [[Asset_Data_Import_Tool]], or directly from the Hornbill ITOM App using the scheduled '''Asset Import''' job; do this for managed devices once discovered through the Hornbill ITOM app (ITOM is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on devices in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View which Devices Software is Installed On ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' and '''Mobile Device''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31068Software Asset Management2023-04-03T13:59:02Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view the installed software on our devices. Ratify installed software against license records held across all your vendors.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software - List ==<br />
<br />
Import installed software from devices from third-party discovery solutions using the [[Asset_Data_Import_Tool]], or directly from the Hornbill ITOM App using the scheduled '''Asset Import''' job; do this for managed devices once discovered through the Hornbill ITOM app (ITOM is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on devices in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View which Devices Software is Installed On ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31067Software Asset Management2023-04-03T10:52:08Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software - List ==<br />
<br />
Import installed software from devices from third-party discovery solutions using the [[Asset_Data_Import_Tool]], or directly from the Hornbill ITOM App using the scheduled '''Asset Import''' job; do this for managed devices once discovered through the Hornbill ITOM app (ITOM is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on devices in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View which Devices Software is Installed On ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31066Software Asset Management2023-04-03T10:50:36Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software ==<br />
<br />
Import installed software from devices from third-party discovery solutions using the [[Asset_Data_Import_Tool]], or directly from the Hornbill ITOM App using the scheduled '''Asset Import''' job; do this for managed devices once discovered through the Hornbill ITOM app (ITOM is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on devices in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31065Software Asset Management2023-04-03T10:49:17Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software ==<br />
<br />
Import installed software from devices from third-party discovery solutions using the [[Asset_Data_Import_Tool]], or directly from the Hornbill ITOM App using the scheduled '''Asset Import''' job; do this for managed devices once discovered through the Hornbill ITOM app (ITOM is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31064Software Asset Management2023-04-03T10:48:47Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software ==<br />
<br />
Import installed software from devices from third-party discovery solutions using the [[Asset_Data_Import_Tool]], or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job; do this for managed devices once discovered through the Hornbill ITOM app (ITOM is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Manage_Assets&diff=31063Manage Assets2023-04-03T10:44:33Z<p>Stevenb: /* Related Articles */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Manage Assets<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
The Manage Assets feature provides the options for adding, updating, and removing assets. Asset are managed through an asset list where assets can be searched for, opened, and viewed.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset Types|Manage Asset Types]]<br />
:* [[Assets]]<br />
:* [[Software Asset Management]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Custom Buttons]]<br />
|}<br />
<br />
==Assets Landing Page==<br />
[[File:Asset_Class_Landing_Page.png|right|500px|link=https://wiki.hornbill.com/index.php?title=File:Asset_Class_Landing_Page.png|Asset Landing Page]]<br />
When you first select the Manage Assets option a tiled Assets Landing Page is displayed, showing the different available Asset Classes. Clicking on any of the tiles will display an asset list with all the assets belonging to that class.<br />
<br />
The available Classes include:<br />
:* '''All Assets'''<br />
:: This will display all assets, independent of there class. The available information in this view will be generic to all asset classes.<br />
:* '''Computer Peripherals'''<br />
:: Keyboards, Monitors, Keyboards, and other types of computer peripherals can be viewed by selecting this option<br />
:* '''Computer Systems'''<br />
:: Servers, Desktop Computers, and other types of computer systems can be viewed by selecting this option<br />
:* '''General'''<br />
:: Assets types that don't fall under the standard classes can be listed here. This may be things like desks and other office equipment. <br />
:* '''Mobile Devices'''<br />
:: Smart phones and tablets are the common types of assets listed here<br />
:* '''Network Devices'''<br />
:: Routers, switches, physical firewalls, and other network devices<br />
:* '''Printers'''<br />
:: Laser, InkJet, scanners, fax machines<br />
:* '''Software'''<br />
:: See a list of software <br />
:* '''Telecoms'''<br />
:: Phone systems, desk phones, and other communication assets<br />
:* '''Systems'''<br />
::* Business information, ownership and authorizing contacts across the business<br />
:* '''Data Processing Record'''<br />
::* Record of Processing Activity (ROPA)<br />
<br><br />
<br><br />
<br />
== Asset List ==<br />
<br />
The Asset List lets you access all the available assets. A number of features on the Asset List are available to help you locate your assets and view and export information about these assets.<br />
<br />
[[File:Asset_List_Download.png|500px]]<br />
<br />
===Tool Bar Features===<br />
{{bullet1|Add a New Asset|The New Asset button allows for the manual creation of an asset. This button is located on both the Asset Landing Page and the Asset List. [[Adding an Asset Manually]]<br />
:: [[File:Information.png|14px|text-top|Information]] Batch processing or the adding of multiple assets can also be achieved by using the [[Upload Assets CSV]]<br />
:: [[File:Information.png|14px|text-top|Information]] Automated processing using an external data source can be achieved by using the [[Database Asset Import]] <br />
}}<br />
<br />
{{bullet1|Quick Filter|The filter can be used to quickly focus on those asset records that are important to you. The filter will operate on the asset records that appear in the current list and will return records where a match is found in any of the asset attributes.<br />
{{infobox|1.) To search on the Class-specific attributes of an asset record, you must be viewing a Class-specific list.<br><br />
::2.) It will search all asset attributes regardless of whether or not the attribute is displayed in your list view.<br><br />
::3.) The filter does not operate on attributes containing a date-time value, state, location type, acq. method, or depreciation method (however sorting on these columns should allow effective identification of the records of interest).}}}}<br />
<br />
{{bullet1|Advanced Search|Use the advanced search option to filter assets based on multiple definable conditions. Before adding your first ''Condition'' make sure you select the appropriate Asset Class from the Class Selector. Once you start adding the first ''Condition'', the Asset Class will be locked to the current Asset Class and the matching fields for that Asset Class will be available when adding conditions. Once Conditions are set use either the search option to filter the results and or saved the search as one of your views. }}<br />
<br />
{{bullet1|Class Selector|Switch between Asset Classes or All assets by selecting the relevant option (Note the list columns will change to reflect those configured for each Asset Class).}}<br />
{{bullet1|Add a New Asset|The New Asset button allows for the manual creation of an asset. This button is located on both the Asset Landing Page and the Asset List. [[Adding an Asset Manually]]<br />
:: [[File:Information.png|14px|text-top|Information]] Batch processing or the adding of multiple assets can also be achieved by using the [[Upload Assets CSV]]<br />
:: [[File:Information.png|14px|text-top|Information]] Automated processing using an external data source can be achieved by using the [[Database Asset Import]] }}<br />
<br />
{{bullet1|Views|The Views provide a way of defining and storing a number of different views of the assets. The criteria builder lets you specify conditions based on information held in the asset records, giving you quick access to particular sets of important data. You can quickly change your Views by selecting from your list of defined views on the Asset List toolbar.}}<br />
<br />
{{bullet1|Export Assets|Export the contents of the Asset list to CSV<br />
::* Choose which of the available columns on the list you wish to export (the available options will be specific to the asset class)}}<br />
<br />
{{bullet1|Home View|The Home View allows you to create a preferred or default view of your Asset List. Your Home View is displayed when you first visit your Asset List and with a single click you can return to your Home View from any other filter or view which you have applied.}}<br />
<br />
{{bullet1|Customize Columns|The available columns will be specific to the Asset Type the list is using. The available columns will be a combination of the common attributes which all Asset Types share, and the Type Specific attributes for the selected Asset Type. If choosing to display All Assets only the shared asset attributes will be available to select from.}}<br />
<br />
===List Features===<br />
<br />
{{bullet1|Column Sorting|Each column header allows the order of the list to be changed by clicking on the title of each column}}<br />
{{bullet1|View an Asset|Each Asset in the list contains links to open the Asset Details form}}<br />
{{bullet1|Delete an Asset|Using the multi-select check boxes, one or more assets can be selected. Once selected the ''Delete'' button becomes available in the Asset List tool bar. Multiple assets can be selected by clicking on one asset, and then while holding down the Shift key and select another asset. All assets between these two assets will be selected and available for deleting.}}<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Asset_Types&diff=31062Asset Types2023-04-03T10:44:05Z<p>Stevenb: </p>
<hr />
<div>{{Breadcrumb|[[Main Page|Home]] > [[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Asset Types|Asset Management}}<br />
{{Section|<br />
== Introduction ==<br />
Asset Types allow you to define a grouping of particular types of assets that fall under the same Class. Creating an Asset Type allows you to select the fields that will be available for that Asset Type. During the creation of an Asset, you will select the Asset Type to apply the defined fields against that asset.<br />
|<br />
{{RightBox|In This Article|<br />
:* [[#Default Asset Types|Default Asset Types]]<br />
:* [[#Managing Asset Types|Managing Asset Types]]<br />
:* [[#Asset Substates|Asset Substatuses]]<br />
:* [[#Asset Type Settings|Asset Type Settings]]<br />
}}<br />
<br />
{{RightBox|Related Articles|<br />
:* [[Manage Assets]]<br />
:* [[Assets]]<br />
:* [[Software Asset Management]]<br />
:* [[Manage Vendors, Products, Versions]]<br />
}}<br />
}}<br />
<!-- ***************************************************** Section ************************************************* --><br />
{{Section|<br />
== Default Asset Types ==<br />
A number of Asset Types have been provided with Service Manager in order to allow you to quickly start adding your assets. Asset Types are available to select from when manually adding an individual asset or they can be specified as part of an import. These default Asset Types can be edited or deleted as necessary. <br />
<br><br><br />
The default Asset Types include the following:<br />
<br><br />
<br />
::* Desktop<br />
::* Laptop<br />
::* Server<br />
::* Virtual Machine<br />
::* Headset<br />
::* Keyboard<br />
::* Monitor<br />
::* Mouse<br />
::* Web Cam<br />
::* Smart Phone<br />
::* Tablet<br />
::* Printer<br />
::* Scanner<br />
::* Desktop App<br />
::* Mobile App<br />
::* Desk Phone<br />
|<br />
}}<br />
{{TOP}}<br />
<!-- ***************************************************** Section ************************************************* --><br />
{{Section|<br />
== Managing Asset Types ==<br />
=== Adding a New Asset Type ===<br />
: A new Type can be added by clicking the "'''+ New Asset Type'''" button located at the top right of the Asset Types page.<br />
<br><br />
This will take you to the New Asset Type form. The first step in creating a new Asset Type is to select an Asset Class and specify the name and description of your new Asset Type.<br />
[[File:Creating_a_New_Asset_Type_1.PNG|right|400px|link=https://wiki.hornbill.com/images/f/f0/Creating_a_New_Asset_Type_1.PNG|First select a Class and Specify a Name]]<br />
<br><br />
<br />
====Asset Type Fields====<br />
{{bullet1|Class|The Asset Class influences the availability of additional asset properties. The additional properties are specific to the Asset Class selected.}}<br />
{{bullet1|Name|A short descriptive name which is displayed in lists and used for searches, reports, and applied to assets created under this Asset Type.}}<br />
{{bullet1|Prefix|This is a 3 character prefix that is automatically added to the Asset ID}}<br />
{{bullet1|Auto Generate Name|When enabled, any asset that is created under this Asset Type, the name will be automatically created and based on the Asset ID. This will include the Prefix if set.}}<br />
{{bullet1|Description|A high level description to help users understand more about the type and how it should be used}}<br />
{{bullet1|Image|An image can be added to provide a nice visual identifier of the asset type. Any asset created using this type will also use this image.}}<br />
<br />
==== Asset Type Attributes ====<br />
Upon selecting an Asset Class, you will be presented with the attributes that will be available when adding your individual Assets later.<br />
[[File:Creating_a_New_Asset_Type_2.PNG|right|400px|Selecting a Class exposes the Properties]]<br />
<br><br />
The ''General Properties'' are common to all Asset Types. The ''Additional Properties'' are specific to the Asset Class specified when creating your New Asset Type.<br />
<br> <br />
Clicking on one of the sections beneath the General or Additional Properties will expand the section to expose the attributes (fields) within that section. There are two settings against each attribute "'''Visible'''" and "'''Mandatory'''".<br />
[[File:Asset Type Properties Attribute Settings 1.PNG|right|400px|Clicking a section exposes the attributes for configuration]]<br />
<br><br />
{{bullet1|Visible|Controls whether the field is visible when viewing the details of an individual Asset. This setting can be used to hide fields that are not used.}}<br />
{{bullet1|Mandatory|Controls whether information must be provided in the field when adding or editing an individual Asset via the Hornbill Service Manager Application.}}<br />
<br><br />
Once you are happy with the configuration of your Asset Type, click "Create" to finish.<br />
<br />
<br />
==== Deleting an Asset Type====<br />
If you wish to delete an Asset Type, hovering over the Type will present the Trash Can icon over to the right hand side. Clicking on this will delete the Asset Type. However, if there are assets associated to this Type you will be prevented from deleting it.<br />
[[File:Deleting an Existing Asset Type.PNG|right|400px|The Trash Can Icon appears to the right of the Asset Type on hover]]<br />
<br />
|<br />
}}<br />
{{TOP}}<br />
<!-- ***************************************************** Section ************************************************* --><br />
== Asset Substates ==<br />
Additional substates can be added in order to provide a more detailed description of the state of your asset. These are managed through the substate configuration button on the top of the Asset Types list in the toolbar. The substates are available to all Asset Types but they can be made visible or hidden for each Asset Type.<br />
<br />
=== Adding a Substate ===<br />
# Click on the Manage Substates button on the top of the Asset Types page in the tool bar<br />
# Select one of the existing States of either Current, Active, Archived<br />
# Enter the name of the new name of your sub state<br />
<br />
=== Making Substates Visible ===<br />
# Open an Asset Type from the Manage Asset Types option<br />
# Click on the ''Edit'' button<br />
# Expend the section ''General Asset Information''<br />
# Select options Visible and Mandatory as desired<br />
<br><br><br />
<br />
== Asset Type Settings ==<br />
Each Asset Type will contain a variety of fields based on the Class that was selected when the Asset Type was created. These fields are contained within a number of sections which are determined by the Class type. When each section is expanded, there are three options available to configure each field.<br />
<br />
:* '''Summary'''<br />
:: Selecting this will display the information stored in this field on a ''Summary'' section of the Asset form. This is useful to present key information of the asset and also provides easy access for editing.<br />
:* '''Visible'''<br />
:: All the the provided field are part of the selected class. It might be that some of these fields are not required for the Asset Type. These can have the visibility turned off.<br />
:* '''Mandatory'''<br />
:: Making a field mandatory ensures that it is populated by a user. If there is a field that has been set to mandatory but has not yet been populated, a user will be forced to enter a value for that field before any other changes can be saved.<br />
{{TOP}}<br />
[[Category:Service Manager]][[Category:Asset Management]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31061Software Asset Management2023-04-03T10:42:43Z<p>Stevenb: /* Related Articles */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[IT_Operations_Management|ITOM]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31060Software Asset Management2023-04-03T10:42:03Z<p>Stevenb: /* Related Articles */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool|Asset Data Import Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31059Software Asset Management2023-04-03T10:40:36Z<p>Stevenb: /* Roles */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
* Software Asset Management User - Needed to view the Software Asset Management views<br />
* Asset Management Admin - Needed to enable the '''Installed Software''' accordion view for required Asset Types<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31058Software Asset Management2023-04-03T10:38:01Z<p>Stevenb: /* Introduction */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Manually ratify installed software against license records.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31057Software Asset Management2023-04-03T10:37:17Z<p>Stevenb: /* View Installed Software per Device */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
Data displayed:<br />
<br />
* Software Product<br />
* Vendor<br />
* Version<br />
* When Installed<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31056Software Asset Management2023-04-03T10:36:01Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:SAM_Per_Device.png|right|400px]]<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=File:SAM_Per_Device.png&diff=31055File:SAM Per Device.png2023-04-03T10:35:21Z<p>Stevenb: </p>
<hr />
<div></div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31054Software Asset Management2023-04-03T10:34:49Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
[[File:<br />
For Asset Types created under the '''Computer System''' Class, an Asset Administrator can enable the:<br />
<br />
* '''Installed Software Information''' accordion section from the '''Manage Asset Types''' menu option.<br />
<br />
This will expose the Installed Software Information accordion section on any Asset Records, of that '''Asset Type'''.<br />
<br />
<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31053Software Asset Management2023-04-03T10:30:47Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31052Software Asset Management2023-04-03T10:30:24Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
<br />
=== Add Corresponding Software License Product ===<br />
<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31051Software Asset Management2023-04-03T10:29:52Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
<br />
=== Add Corresponding Software License Product ===<br />
[[File:SAM_Add_Product_View.png|right|500px]]<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br><br />
<br><br />
<br><br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31050Software Asset Management2023-04-03T10:29:00Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
<br />
=== Add Corresponding Software License Product ===<br />
[[File:SAM_Add_Product_View.png|right|300px]]<br />
If you don't hold a corresponding Software Asset Record for the installed software, you can manually add one, by hovering over the '''Actions''' column for the corresponding software product in the list, and choose '''+ New Asset'''<br />
<br />
<br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=File:SAM_Add_Product_View.png&diff=31049File:SAM Add Product View.png2023-04-03T10:26:04Z<p>Stevenb: </p>
<hr />
<div></div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31048Software Asset Management2023-04-03T10:25:08Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|600px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
Use the '''Vendor''' drop down to filter the installed software list, to only that vendor's products<br />
<br />
=== View where Software is Installed ===<br />
<br />
Highlight a software product in the list, to view the right hand side panel, which will show:<br />
<br />
* Product Information<br />
* Installed On - which devices the software product is installed on <br />
* Matching Software Assets - Any existing asset records of type '''Software Asset''' which match the software product<br />
<br />
<br />
=== Add Corresponding Software License Product ===<br />
<br />
<br />
<br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31047Software Asset Management2023-04-03T10:21:20Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|right|400px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
<br />
== Add Corresponding Software License Product ==<br />
<br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31046Software Asset Management2023-04-03T10:20:56Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
[[File:SAM_List_View.png|Right|300px]]<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
<br />
== Add Corresponding Software License Product ==<br />
<br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=File:SAM_List_View.png&diff=31045File:SAM List View.png2023-04-03T10:20:06Z<p>Stevenb: </p>
<hr />
<div></div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31044Software Asset Management2023-04-03T10:19:28Z<p>Stevenb: /* Add Corresponding Software License Porduct */</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
<br />
== Add Corresponding Software License Product ==<br />
<br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31043Software Asset Management2023-04-03T10:12:52Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
== View Installed Software ==<br />
<br />
Software installed on assets in your estate - Once installed software is imported against your hardware assets, the list will show all software with the following:<br />
<br />
* Vendor<br />
* Product<br />
* Version<br />
* Installs - The count of the number of devices the software is installed on<br />
* Software Assets - The count of any corresponding Software Asset Records<br />
* Actions - Hover over the column to manually create a corresponding Software Asset Record in the CMDB (to record license count, type, date information) <br />
<br />
<br />
== Add Corresponding Software License Porduct ==<br />
<br />
<br />
== View Installed Software per Device ==<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31042Software Asset Management2023-04-03T10:04:22Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br><br />
<br><br />
<br><br />
<br><br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31041Software Asset Management2023-04-03T10:03:48Z<p>Stevenb: </p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
[[File:SAM_Menu_Option.png|right|300px]]<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
<br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=File:SAM_Menu_Option.png&diff=31040File:SAM Menu Option.png2023-04-03T10:03:13Z<p>Stevenb: </p>
<hr />
<div></div>Stevenbhttps://wiki.hornbill.com/index.php?title=Software_Asset_Management&diff=31039Software Asset Management2023-04-03T10:02:32Z<p>Stevenb: v</p>
<hr />
<div><div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > [[Assets]] > Software Asset Management<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Import and view installed Software by device and vendor. Ratify installed software against held against license records<br />
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|<br />
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<br />
== Related Articles ==<br />
:* [[Asset_Data_Import_Tool]]<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Roles ==<br />
<br />
In order to view the Software Asset Management functionality in Service Manager, users will require the following role:<br />
<br />
* Software Asset Management User<br />
<br />
== Import Installed Software ==<br />
<br />
Import the installed software from devices from 3rd party discovery solutions using the [[Asset_Data_Import_Tool]] or directly from the Hornbill ITOM App using the Scheduled '''Asset Import''' job, for managed devices once discovered through the Hornbill ITOM app (ITOM App is a subscribable App, separate to the Service Manager App).<br />
<br />
[[File:Asset_View.png|right|400px]]<br />
<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Assets&diff=31038Assets2023-04-03T09:45:46Z<p>Stevenb: /* Related Articles */</p>
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__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Assets<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
The Asset record will display the configured asset attributes for the given asset type, users with the appropriate rights can edit the attributes of the asset. It is possible to link assets to other assets, services and documents, add attachments, and with Configuration Manager installed, it is also possible schedule activities against the asset, collaborate on the asset timeline, follow the asset and graphically view the relationships the asset has to other entities.<br />
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|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Manage Assets]]<br />
:* [[Asset Types]]<br />
:* [[Software Asset Management]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Asset_History|Asset History]]<br />
:* [[Shared Assets]]<br />
:* [[Custom Buttons]]<br />
:* [[Hornbill_iBridge|iBridge]]<br />
|}<br />
<br />
== Asset Actions ==<br />
[[File:Asset_View.png|right|400px]]<br />
<br />
:* '''Update'''<br />
:: The update action will be visible if '''Configuration Manager''' has been installed on your instance and the asset is marked as '''In Policy'''<br />
:: Use the update action to post to the assets timeline, and collaborate on the asset with other users. <br />
:* '''Link'''<br />
:: This Action Item lets you search and link this asset with an existing request within Service Manager<br />
:* '''Assets'''<br />
:: Link this asset to other related or connected assets<br />
:* '''Attachments'''<br />
:: Upload files and documents from your local file system<br />
:* '''Service'''<br />
:: Link to a service that is supported by this asset<br />
:: Associating which Services an asset supports or underpins can support quicker Incident and or Problem resolutions by making it quick and easy to understand what infrastructure is directly used to provide each service. Change management can benefit from visualising which Services will be impacted when implementing changes to an asset, where the asset is linked to and supports / underpins one or multiple services.<br />
:* '''Documents'''<br />
:: Link to documents that are stored in Hornbill Document Manager<br />
<br />
==[[Asset History]]==<br />
<br />
View all changes to the asset's attributes by clicking on the History icon.<br />
<br />
[[file:assethistory.png]]<br />
<br />
The asset's Audit History will list actions, including who performed the action. <br />
<br />
:[[file:AssetAuditHistory.png]]<br />
<br />
* '''Search'''<br />
:Search on ''field'', ''from'', and ''to'' columns<br />
* '''Relationships'''<br />
:Show changes in relationships between this asset and other entities within Hornbill<br />
* '''Generate PDF'''<br />
:Create a PDF document of the audit history. This will automatically be downloaded to your local computer. The document is split into sections for details and relationships<br />
* '''Print'''<br />
: Print the contents of the audit history to a printer<br />
<br />
==Summary==<br />
<br />
A Summary section maybe visible on the right hand side of the asset details view. The attributes displayed in the summary section are configurable per asset type, and can be managed by the asset administrator, alongside deciding which asset attributes to make visible per asset type, and which asset attributes are mandatory. This is covered in more detail under [[Asset Types]]<br />
<br />
==Asset Details==<br />
<br />
View the assets attributes.<br />
<br />
The Assets are broken down into logical groupings, which will be specific to the Asset Type and Asset class the asset belongs too.<br />
<br />
=== Updating/Editing an Asset ===<br />
<br />
To edit an asset's attributes or asset image, select '''Edit''', Make the changes you need and then select the '''Save''' button to confirm the changes.<br />
<br />
:* '''Asset Attribute Lookups'''<br />
<br />
:: Certain Attribute fields will be free text, others will be lookup fields, guidance is given on the key lookup fields below:<br />
<br />
::* '''Used by'''<br />
::: An asset can either be used by a single active user (not contacts), or if the '''Enable Sharing''' option is enabled, the used by will display as '''Shared''' and a new '''[[Shared_Assets|Shared With]]''' option will appear allowing the asset to be shared with multiple users, contacts, internal groupings and external organisations. If an asset is shared, it will appear as a selectable asset on requests and progressive capture asset forms for those it has been shared with.<br />
::* '''Owned by'''<br />
::: User look up based on active user accounts (not contacts). The users returned in the Owned By look-up will be based on the Company Group specified in the Company field if this is already populated.<br />
::* '''Site'''<br />
::: List of sites defined in the administration console, the list will be filtered by sites linked to a Company '''Group''', if the Company field is already populated.<br />
::* '''Company'''<br />
::: List of defined Company '''Groups''' set up in the administration console, under Organisation Data. <br />
::* '''Vendor'''<br />
::: Software Class specific, lookup is defined from Vendors created from the '''Manage Asset Types''' and '''[[Manage Vendors, Products, Versions]]''' button on the Software Asset Class<br />
::* '''Product''' <br />
::: Software Class specific, lookup is filtered based on the previously chosen '''Vendor''' field. Products are created from the '''Manage Asset Types''' and '''[[Manage Vendors, Products, Versions]]''' button on the Software Asset Class<br />
::* '''Version'''<br />
::: Software Class specific, lookup is filtered based on the previously chosen '''Product''' field. Versions are created from the '''Manage Asset Types''' and '''[[Manage Vendors, Products, Versions]]''' button on the Software Asset Class<br />
<br />
=== Attachments ===<br />
<br />
View, edit the description of, or remove any attachments associated to the asset<br />
<br />
===Linked Entities===<br />
<br />
If the asset has been linked to other entities in Hornbill, they will be visible in the linked entities section<br />
<br />
{{bullet1|Linked Requests|View all requests the asset has been linked too}}<br />
{{bullet1|Assets|View any other linked assets (launch a graphical view if configuration manager is installed) }}<br />
{{bullet1|Services|View any services the asset is linked too}}<br />
{{bullet1|Documents|View, Download or unlink any documents the asset is linked too}}<br />
<br />
==Timeline==<br />
<br />
Collaborate on and follow assets. The Timeline will be visible on an asset view if Configuration Manager is installed and the asset is marked as under policy.<br />
<br />
== Tags ==<br />
[[File:Asset_tags.png|right|350px|link=https://wiki.hornbill.com/images/e/e1/Asset_tags.png]]<br />
Tags provide a way to specify key words or attributes on an Asset for easy searching for this asset and any other asset using the same tag.<br />
<br />
{{bullet1|Adding a Tag|To add a tag, simply start typing the tag that you wish to add. As you type, existing tags that match will be displayed and can be selected. There are two modes available that control if a user can add their own tags or if the predefined tags must be used. }}<br />
<br />
{{bullet1|Conditions|Within both the Advanced Filter and the View Criteria on the Asset List, you can add a condition to filter your asset list based on one or more tags}}<br />
<br />
{{bullet1|Global Search|The Global Search contains two search options. Search by Name and Description (default) or by Tags. Selecting the Tag search will provide a list of results based on the tags provided.}}<br />
<br />
==Activities==<br />
<br />
Schedule and Manage asset activities such as reviews and PAT testing. The Activities option will be visible if Configuration Manager is installed and the asset is marked as under policy.<br />
<br />
==Custom Buttons==<br />
<br />
It Maybe useful to link to external content, or launch 3rd party solutions from asset forms. Custom buttons can be added to asset forms to facilitate this by the asset administrators.<br />
<br />
Add, Edit or Remove custom Buttons on the Asset form by using the '''Custom Buttons''' option. <br />
<br />
:* Add a New Custom Button by giving the Custom Button a name, invoke an [[Hornbill_iBridge|iBridge]] option or define a URL to launch from the button by adding an asset attribute field as a '''variable''' you want to pass to the the URL. <br />
:* Example uses for Asset Custom Buttons may include launching a 3rd party online remote control application, or viewing further asset information held in a 3rd party discovery tool, or simply a link to the vendors website for more information on the asset.<br />
:* Custom Buttons can be set to only show if certain conditions are met i.e if the asset form being viewed is of a certain type or class, or if an attribute of the asset manages the given condition.<br />
<br />
<br />
[[Category: Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30957Service Dependancies2023-03-08T18:22:50Z<p>Stevenb: </p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/underpinning business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Service_Manager_Business_Process_Workflow|Service Manager Business Process Designer]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
Use the '''+''' icon to begin the process of relating services:<br />
<br />
Use the following filters to find the services to associate:<br />
<br />
:* '''Filter''' - Text match<br />
:* '''Type''' - Business or Techincal Service<br />
:* '''Category''' - Services of a specific category<br />
:* '''Status''' - Services in a specific status<br />
:* '''Owner''' - Services owned by a specific owner<br />
:* '''Portfolio Status''' - Services in Pipeline, Catalog or Retired<br />
<br />
From the list of services, choose the '''Associate''' option next to each service to select and relate the service using one of the following dependencies:<br />
<br />
:* '''With No Dependencies''' - Relate the services, but indicate no dependencies between the services<br />
:* '''With this depending on xxx''' - Relate this service and indicate this service depends on the service you are relating it to.<br />
:* '''With xxx depending on this''' - Relate this service and indicate the service you are relating this to, depend on it<br />
:* '''As Mutually Dependant''' - Relate the services, and indicate they are mutually dependant on each other<br />
<br />
xxx = The name of the service you are viewing when relating other services to it.<br />
<br />
Once services are related and dependencies configured, you can edit or remove the dependencies by using the '''Action''' icons next to each related service.<br />
<br />
==Utilise Service Dependancies==<br />
<br />
Via the business process designer '''(Under Requests > Request Services)''', it is possible in workflows to automate the adding or related services to a request, by leveraging the defined dependencies to the request service. A use case is to automatically associate all business services to a change or problem record, based on the technical service the change or problem record is raised against<br />
<br />
<br />
It is also possible to automatically update the status of related services, through the business process designer '''(Under Request > Services)'''. In the workflow of a request, you can leverage the dependencies between services and only update the services status of services related of specific '''dependency''' types to the request service. A use case is to automatically update the status of business services related to the request technical service, which in turn would be visible to subscribed users of the business services, notifying them that, the service is impacted by an issue.<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30956Service Dependancies2023-03-08T18:22:23Z<p>Stevenb: </p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/underpinning business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Service_Manager_Business_Process_Workflow|Service Manager Business Process Designer]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
Use the '''+''' icon to begin the process of relating services:<br />
<br />
Use the following filters to find the services to associate:<br />
<br />
:* '''Filter''' - Text match<br />
:* '''Type''' - Business or Techincal Service<br />
:* '''Category''' - Services of a specific category<br />
:* '''Status''' - Services in a specific status<br />
:* '''Owner''' - Services owned by a specific owner<br />
:* '''Portfolio Status''' - Services in Pipeline, Catalog or Retired<br />
<br />
From the list of services, choose the '''Associate''' option next to each service to select and relate the service using one of the following dependencies:<br />
<br />
:* '''With No Dependencies''' - Relate the services, but indicate no dependencies between the services<br />
:* '''With this depending on xxx''' - Relate this service and indicate this service depends on the service you are relating it to.<br />
:* '''With xxx depending on this''' - Relate this service and indicate the service you are relating this to, depend on it<br />
:* '''As Mutually Dependant''' - Relate the services, and indicate they are mutually dependant on each other<br />
<br />
xxx = The name of the service you are viewing when relating other services to it.<br />
<br />
Once services are related and dependencies configured, you can edit or remove the dependencies by using icons next to each related service.<br />
<br />
==Utilise Service Dependancies==<br />
<br />
Via the business process designer '''(Under Requests > Request Services)''', it is possible in workflows to automate the adding or related services to a request, by leveraging the defined dependencies to the request service. A use case is to automatically associate all business services to a change or problem record, based on the technical service the change or problem record is raised against<br />
<br />
<br />
It is also possible to automatically update the status of related services, through the business process designer '''(Under Request > Services)'''. In the workflow of a request, you can leverage the dependencies between services and only update the services status of services related of specific '''dependency''' types to the request service. A use case is to automatically update the status of business services related to the request technical service, which in turn would be visible to subscribed users of the business services, notifying them that, the service is impacted by an issue.<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30955Service Dependancies2023-03-08T18:17:24Z<p>Stevenb: </p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/underpinning business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Service_Manager_Business_Process_Workflow|Service Manager Business Process Designer]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
Use the following filters to find the services to associate:<br />
<br />
:* '''Filter''' - Text match<br />
:* '''Type''' - Business or Techincal Service<br />
:* '''Category''' - Services of a specific category<br />
:* '''Status''' - Services in a specific status<br />
:* '''Owner''' - Services owned by a specific owner<br />
:* '''Portfolio Status''' - Services in Pipeline, Catalog or Retired<br />
<br />
From the list of services, choose the '''Associate''' option next to each service to select and relate the service using one of the following dependencies:<br />
<br />
:* '''With No Dependencies''' - Relate the services, but indicate no dependencies between the services<br />
:* '''With this depending on xxx''' - Relate this service and indicate this service depends on the service you are relating it to.<br />
:* '''With xxx depending on this''' - Relate this service and indicate the service you are relating this to, depend on it<br />
:* '''As Mutually Dependant''' - Relate the services, and indicate they are mutually dependant on each other<br />
<br />
xxx = The name of the service you are viewing when relating other services to it.<br />
<br />
==Utilise Service Dependancies==<br />
<br />
Via the business process designer '''(Under Requests > Request Services)''', it is possible in workflows to automate the adding or related services to a request, by leveraging the defined dependencies to the request service. A use case is to automatically associate all business services to a change or problem record, based on the technical service the change or problem record is raised against<br />
<br />
<br />
It is also possible to automatically update the status of related services, through the business process designer '''(Under Request > Services)'''. In the workflow of a request, you can leverage the dependencies between services and only update the services status of services related of specific '''dependency''' types to the request service. A use case is to automatically update the status of business services related to the request technical service, which in turn would be visible to subscribed users of the business services, notifying them that, the service is impacted by an issue.<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30954Service Dependancies2023-03-08T18:14:30Z<p>Stevenb: /* Related Articles */</p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/underpinning business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Service_Manager_Business_Process_Workflow|Service Manager Business Process Designer]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
Use the following filters to find the services to associate:<br />
<br />
:* '''Filter''' - Text match<br />
:* '''Type''' - Business or Techincal Service<br />
:* '''Category''' - Services of a specific category<br />
:* '''Status''' - Services in a specific status<br />
:* '''Owner''' - Services owned by a specific owner<br />
:* '''Portfolio Status''' - Services in Pipeline, Catalog or Retired<br />
<br />
From the list of services, choose the '''Associate''' option next to each service to select and relate the service using one of the following dependencies:<br />
<br />
:* '''With No Dependencies''' - Relate the services, but indicate no dependencies between the services<br />
:* '''With this depending on xxx''' - Relate this service and indicate this service depends on the service you are relating it to.<br />
:* '''With xxx depending on this''' - Relate this service and indicate the service you are relating this to, depend on it<br />
:* '''As Mutually Dependant''' - Relate the services, and indicate they are mutually dependant on each other<br />
<br />
xxx = The name of the service you are viewing when relating other services to it.<br />
<br />
==Utilise Service Dependancies==<br />
<br />
Via the business process designer, it is possible in workflows to automate the adding or related services to a request, by leveraging the defined dependencies to the request service. A use case is to automatically associate all business services to a change or problem record, based on the technical service the change or problem record is raised against<br />
<br />
It is also possible to automatically update the status of related services, through the business process designer. In the workflow of a request, you can leverage the dependencies between services and only update the services status of services related of specific '''dependency''' types to the request service. A use case is to automatically update the status of business services related to the request technical service, which in turn would be visible to subscribed users of the business services, notifying them that, the service is impacted by an issue.<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30953Service Dependancies2023-03-08T18:13:01Z<p>Stevenb: </p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/underpinning business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
Use the following filters to find the services to associate:<br />
<br />
:* '''Filter''' - Text match<br />
:* '''Type''' - Business or Techincal Service<br />
:* '''Category''' - Services of a specific category<br />
:* '''Status''' - Services in a specific status<br />
:* '''Owner''' - Services owned by a specific owner<br />
:* '''Portfolio Status''' - Services in Pipeline, Catalog or Retired<br />
<br />
From the list of services, choose the '''Associate''' option next to each service to select and relate the service using one of the following dependencies:<br />
<br />
:* '''With No Dependencies''' - Relate the services, but indicate no dependencies between the services<br />
:* '''With this depending on xxx''' - Relate this service and indicate this service depends on the service you are relating it to.<br />
:* '''With xxx depending on this''' - Relate this service and indicate the service you are relating this to, depend on it<br />
:* '''As Mutually Dependant''' - Relate the services, and indicate they are mutually dependant on each other<br />
<br />
xxx = The name of the service you are viewing when relating other services to it.<br />
<br />
==Utilise Service Dependancies==<br />
<br />
Via the business process designer, it is possible in workflows to automate the adding or related services to a request, by leveraging the defined dependencies to the request service. A use case is to automatically associate all business services to a change or problem record, based on the technical service the change or problem record is raised against<br />
<br />
It is also possible to automatically update the status of related services, through the business process designer. In the workflow of a request, you can leverage the dependencies between services and only update the services status of services related of specific '''dependency''' types to the request service. A use case is to automatically update the status of business services related to the request technical service, which in turn would be visible to subscribed users of the business services, notifying them that, the service is impacted by an issue.<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30952Service Dependancies2023-03-08T18:04:29Z<p>Stevenb: /* Relating Services */</p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/underpinning business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
Use the following filters to find the services to associate:<br />
<br />
:* '''Filter''' - Text match<br />
:* '''Type''' - Business or Techincal Service<br />
:* '''Category''' - Services of a specific category<br />
:* '''Status''' - Services in a specific status<br />
:* '''Owner''' - Services owned by a specific owner<br />
:* '''Portfolio Status''' - Services in Pipeline, Catalog or Retired<br />
<br />
From the list of services, choose the '''Associate''' option next to each service to select and relate the service using one of the following dependencies:<br />
<br />
:* '''With No Dependencies''' - Relate the services, but indicate no dependencies between the services<br />
:* '''With this depending on xxx''' - Relate this service and indicate this service depends on the service you are relating it to.<br />
:* '''With xxx depending on this''' - Relate this service and indicate the service you are relating this too, depend on it<br />
:* '''As Mutually Dependant''' - Relate the services, and indicate they are mutually dependant on each other<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30951Service Dependancies2023-03-08T17:51:51Z<p>Stevenb: /* Introduction */</p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/underpinning business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30950Service Dependancies2023-03-08T17:51:15Z<p>Stevenb: </p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/unperping business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|800px|right]]<br />
<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30949Service Dependancies2023-03-08T17:50:59Z<p>Stevenb: </p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/unperping business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Dependancies.png|400px|right]]<br />
<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=File:Service_Dependancies.png&diff=30948File:Service Dependancies.png2023-03-08T17:50:26Z<p>Stevenb: </p>
<hr />
<div></div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30947Service Dependancies2023-03-08T17:48:39Z<p>Stevenb: /* Launch Explorer (Configuration Manager Plugin) */</p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/unperping business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Assets.png|400px|right]]<br />
<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically - the [[File:ciexplorer_service_Asset.png]] icon will open the configuration explorer in a new tab.<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30946Service Dependancies2023-03-08T17:47:06Z<p>Stevenb: </p>
<hr />
<div><br />
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"><br />
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Service Dependancies<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/unperping business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Assets.png|400px|right]]<br />
<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Dependancies&diff=30945Service Dependancies2023-03-08T17:46:20Z<p>Stevenb: Created page with " <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> __NOTOC__Home > Service Manager > Service Portfol..."</p>
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<div><br />
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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > [[Service Details]] > Services<br />
</div><br />
{|style="width: 100%"<br />
|- valign="top"<br />
|style="width:73%"|<br />
==Introduction==<br />
Relating the techincal services which support/unperping business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand which services are related. Change management can benefit from visualizing impact when considering implementing changes to the business or techincal services.<br />
|style="width:5%"|<br />
|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service_Details|Service Details]]<br />
:* [[Configuration Manager]]<br />
|}<br />
<br />
==Relating Services==<br />
[[File:Service_Assets.png|400px|right]]<br />
<br />
<br />
<br />
==Launch Explorer (Configuration Manager Plugin)==<br />
<br />
If you have installed the Configuration Manager application on your instance, explore the related services graphically<br />
<br />
[[category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Details&diff=30944Service Details2023-03-08T17:42:14Z<p>Stevenb: </p>
<hr />
<div>{{bluebanner|[[Main Page|Home]] > [[Service Manager]] > [[Service Portfolio]] > Service Details|[[:Category:Service Manager]]}}<br />
{{IntroAndLinks|The details of a service provides some key values and settings to make a service operational. These options include setting the name, description, status, visibility, and more. Some of this information is mandatory on the creation of a Service so it is important to plan your service before starting.|<br />
:* [[Service Level Agreements]]<br />
:* [[Service_Support_Teams|Service Supporting Teams]]<br />
:* [[Subscribers|Service Subscribers]]<br />
:* [[Service Status]]<br />
}}<br />
<br />
== Details == <br />
=== Name ===<br />
: The name of your Service is a simple yet very important aspect of a service. The Service Name is mandatory on the creation of a service. When naming your service, some things to consider are:<br />
:* The name is visible to subscribed customers on the Self Service Portals<br />
:* The name is visible to support staff within Progressive Capture when using the Services Progressive Capture form<br />
:* The name is visible within the Services column of the Request List<br />
:* The name is visible on each request that has been raised for that service<br />
:* Consider the length of the name and how it may be displayed in these different areas.<br />
:* A unique service name is not enforced so it is possible for two distinct areas of a business to have a service by the same name.<br />
:* If you need to support more than one language for users of the Service, be sure to create the different language versions of your Service Name and Description. Users of the Service will see the appropriate one based on the language assigned to their profile (if you provide the translation).<br />
<br />
=== Description ===<br />
:A brief description of your service can be added to your Service. This allows you to add some additional information to describe the purpose or use of the service. This description is available for customers to read on the Self Service Portals when viewing their service information. It is also available to support staff on the Services Progressive Capture form when raising a request to provide that bit of extra information to make sure they are selecting the correct service.<br />
<br />
=== Category ===<br />
:Used to group your Services. Select one from the pre-defined list<br />
<br />
=== Portfolio Status ===<br />
:The Service Portfolio Status uses some industry standard conventions for determining the state of the service. These statuses include ''Pipeline'', ''Catalog'', and ''Retired''<br />
::*'''''Pipeline'''''<br />
::: This status is generally used as a planning state. While the status is Pipeline, the service will remain hidden from customers and support staff to allow for planning and setup of the service.<br />
::*'''''Catalog'''''<br />
::: Once all of the required configuration and setup is complete a service status can be set to Catalog. Once in the status of Catalog, the service will be live and available for selection by support staff when raising a request on the Services form in Progressive Capture, or for subscribers of the Service raising requests via the Self Service Portals.<br />
::*'''''Retired'''''<br />
::: When a service is no longer required the status can be changed to Retired. This will remove the service from support staff and subscribers of the service.<br />
<br />
=== Employee Portal ===<br />
These options are used with the ''[[Employee Portal]]''. These options will be needed for publishing your services to the Employee Portal.<br />
:* '''Service Domain'''<br />
:: Associated this service to a ''[[Service Domains Administration|Service Domain]]''. Domains are used for grouping related services that fall under areas such as IT, HR, and Facilities.<br />
:* '''Service Domain Category'''<br />
:: Select a category for this service. Service Domain Categories provide a category option for all applications that publish services to this Domain.<br />
<br />
=== Default Mailbox ===<br />
: Define which mailbox any manually sent emails will be sent from on requests logged against the service<br />
:* If no mailbox is selected then manually send emails will be sent from the mailbox selected by the agent sending the email on the request raised against the service<br />
:* Agents need to have the rights to send emails from the default service, otherwise it will default to a mailbox the agent does have the rights to send from<br />
:* Agents can manually override which mailbox emails are sent from when sending emails manually from a request logged against the service '''if''' they have the rights to more than one mailbox<br />
<br />
=== Portal Visibility ===<br />
:If the Service will be visible on the Employee, Customer and Service Portals for subscribed users.<br />
::* '''Visible''' Subscribed users will see, and have access to their requests raised against the Service, even if they you have restricted their ability to raise tickets from the portals for this Service.<br />
::* '''Hidden''' Subscribed users will not see the Service on the Customer or Service portal - Useful when defining a technical Service rather than a business Service.<br />
<br />
=== Service Icon ===<br />
: The Icon which will be used to represent the service on the Service and Customer Portals for the subscribers to this service<br />
<br />
=== Owner ===<br />
Each Service allows for an individual owner to be assigned. Being allocated as an owner offers some additional controls to how other Services Managers interact with the service. <br />
::* When a service has no owner, any user with the Services Manager role can set an owner<br />
::* Only the owner can change the owner to another user once the owner has been set<br />
::* Only the owner can change the Access option between Private and Open<br />
::* When selecting an owner, only users that have the Services Manager role will be available<br />
<br />
=== Access ===<br />
The Access option allows an owner of a service to control who can see and update information for the selected service by using the options of Open or Private. <br />
<br />
:* '''Open'''<br />
:: All users with the role of Services Manager can update and manage the details and other options within a service excluding the removing or changing an existing Service Owner and setting the Access. The Service will be visible in the Services List to all users with the Services Manager role. Members of a team that supports the service will be able to add and update FAQs, Bulletins, and the Operational Status.<br />
:* '''Private'''<br />
::This restricts the visibility in the Services List to just the owner and the members of the teams that support the service who have the Services Manager role. Only the owner will have the right to modify the service details and configuration. Members of a team that supports the service will be able to add and update FAQs, Bulletins, and the Operational Status. Only the owner can add or remove Supporting Teams and only the owner can add or remove subscriptions<br />
<br />
=== Activities ===<br />
The Activities panel lets you create and managed tasks and activities against this service. This can be used for planning updates to any aspect of the service such as updating a BPM workflow or Progressive Capture.<br />
<br />
== [[Services Request Configuration|Request Configuration]] ==<br />
<br />
:Each Service allow you to configure the different the types of requests which will be available. These included Incidents, Service Requests, Problems, Known Errors, and Changes. Each request type can be configured to meet the particular needs for the service, including BPM workflow, available actions, custom fields, and Request Catalog Itesm.<br />
<br />
==[[Requests]]==<br />
<br />
:Any Requests which the Service has been raised directly against, or where it has an associated relationship to Requests will be displayed here.<br />
<br />
==[[Service_Assets|Assets]]==<br />
:Associating the assets which support a service helps support quicker Incident and or Problem resolutions by making it quick and easy to understand what infrastructure is directly used to provide each service. Change management can benefit from visualizing impact when considering implementing changes to a service, or assets which support a service.<br />
<br />
==[[Service_Dependancies|Services]]==<br />
:Associating technical services which support/underpin business services helps support quicker Incident and or Problem resolutions by making it quick and easy to understand how services are related. Change management can benefit from visualizing impact when considering implementing changes to a technical or business service.<br />
<br />
==[[Service FAQs|FAQs]]==<br />
:Define Frequently Asked Questions (FAQs) which will be helpful to subscribers of the service on both the Customer and Service Portals.<br />
<br />
== [[Service Bulletins|Bulletins]]==<br />
:Define Service specific announcements or news which will be shared with the subscribers of the Service on both the Customer and Service Portals<br />
<br />
== Documents ==<br />
[[File:serviceportaldocuments.png|right|350px|link=https://wiki.hornbill.com/images/9/94/Serviceportaldocuments.png]]<br />
Documents that are held within Document Manager can be associated to a Service. This is designed to provide document access to the subscribers of the service through the Customer and Employee Portals.<br />
<br><br />
<br><br />
{{infobox|It is important to ensure that the documents linked to the service are held within a library that has been configured for access on the portals. Linking a document that is held in a library that is '''not''' configured for portal access will result in the document being listed, but not accessible by the service subscriber.}}<br />
<br><br />
<br><br />
=== Sharing a Library with the Portals ===<br />
[[File:docmanagerrole.png|right|350px|link=https://wiki.hornbill.com/images/d/df/Docmanagerrole.png]]<br />
The option for sharing libraries is managed from within the Document Manager app. <br />
:# From the main Hornbill Tile Menu, select Document Manager -> Libraries. <br />
:# From the list of libraries, find the library that you would like to make available to the portals and select ''Properties''. <br />
:# On the ''Share'' option start by selecting ''Role'' and then search for the ''Docmanager Portal''. <br />
:# Select ''Can View Library Contents'' and then click ''Share''.<br />
:# Repeat for each library that you would like make accessible on the portals<br />
<br><br />
<br />
=== Library Visibility Options ===<br />
[[File:libraryvisibilityoptions.png|right|350px|link=https://wiki.hornbill.com/images/3/3a/Libraryvisibilityoptions.png]]<br />
On the [[Libraries|Library]] properties, visibility can be controlled so that a library is only visible to customers when viewing the Service details. By default, a [[libraries|library]] is visible within the Portals' ''Library List''. In order remove the library from the library list and only have it show associated documents on the Service form, the two following options in [[Document Manager]] [[Libraries]] need to be un-checked. <br />
<br />
{{bullet1|Show in User Library List|Untick to hide the library in the employee portal and collaboration, this will only take effect if the user has been shared the library with read-only access (users with modify permissions will still be able to see this library). You will still be able to share documents in this library with users with read only permissions by giving them a direct link to the document}}<br />
{{bullet1|Show in Customer Portal Library List|Untick to hide the library in the customer portal, (the library must be shared with a guest role before it can be accessed in the customer portal). You will still be able to share documents in this library with customers even if this setting is unticked by giving them a direct link to the document.}}<br />
<br><br />
<br />
=== Adding a Document to a Service ===<br />
[[File:linkdocumentstoservice.png|right|350px|link=https://wiki.hornbill.com/images/d/d9/Linkdocumentstoservice.png]]<br />
On each Service form within the Service Portfolio, a '''Documents''' option lets you browse the list of all documents that belong to a particular library and link or unlink documents to the service. This action only be performed by the Service's owner.<br />
{{bullet1|Select Library|Select from the list of available libraries that you want to browse}}<br />
{{bullet1|Order By|To help locate a document, you can change the order of the list by<br />
::* ''Title''<br />
::* ''Owner''<br />
::* ''File Type''<br />
::* ''Creation Date''<br />
::* ''Updated Date''}}<br />
<br />
Each document will have a ''Link'' option. When clicked, this will associate the document with the service.<br />
Documents already linked to a service ill have an option to ''Un-link''. When clicked, this will remove the document from the service.<br />
<br />
==[[Service Level Agreements | SLAs]]==<br />
: Service Level Agreements can be linked to each service, and rules defined to manage which SLA and Service Level's will be invoked when requests are raised against each service.<br />
:* It is possible to associate one or more Corporate Service Level Agreements to each Service, and or create Service Level Agreements which are specific to each service.<br />
:* Use the Manage Rules options to determine which Service Level agreement is invoked under different conditions when raising requests against a Service.<br />
<br />
== [[Service Support Teams|Supporting Teams]] ==<br />
: The Supporting Teams feature is used to assign the Service Desk teams who will be supporting this service. Supporting teams will have the rights to view and manage requests for this service. <br />
<br />
<br />
== [[Subscribers]] ==<br />
<br />
:: It is possible to subscribe customers to a service based on various organisation groups. The default position for a service is that all customers will be entitled to use the Service.<br />
<br />
==[[Service Status]]==<br />
<br />
It is possible to set the status of each service, and an accompanying message so that subscribers to the service and those supporting the service can see the status and any supporting message.<br />
<br />
:* Available<br />
:* Impacted<br />
:* Unavailable<br />
<br />
As the Status changes from one state to another, information is collected to provide [[Service Availability|availability metrics]]. This includes mean time between failures, average time to recovery, and percentage break down of the different statuses over a selected time period. The availability metrics can be accessed using the chart icon next to the service status. At least one change in the status is required in order to view the metrics.<br />
<br />
[[Category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Portfolio&diff=30943Service Portfolio2023-03-08T17:34:54Z<p>Stevenb: /* Services */</p>
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__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > Services<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
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==Introduction==<br />
The Service Portfolio provides features and configuration settings for defining the Services that you offer to your customers. These options include services, request priorities, and Corporate Service Level Agreements.<br />
<br />
Each defined service can include a combination of service levels, business process workflows, request routing, and subscriptions. The number of defined services may range from a single service used to define and manage all IT requests, to a collection of categorized services, with each one providing a particular focus.<br />
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<br />
== Related Articles ==<br />
:* [[Service Details]]<br />
:* [[Service Level Agreements]]<br />
|}<br />
<br />
== Services ==<br />
The Services List provides a list of the services that are being managed within Service Manager. <br />
:* '''Filter Services'''<br />
:: The ''Filter Services'' option lets you quickly locate a Service. When typing in the Filter Services field, the name of the Service and the Service Description will be searched.<br />
:* '''Type Filter'''<br />
:: The ''Type Filter'' option lets you filer the list of displayed services by Business or Techincal type<br />
:* '''Category Filter'''<br />
:: The ''Category Filter'' option lets you filter the list of displayed Services by Service Category<br />
<br />
{{bullet1|Status Filter|This options lets you filter the list of services based on their current operational status}}<br />
{{bullet1|Owner Filter|Filter the list of services based on the owner of the service}}<br />
{{bullet1|Configure Columns|Select the cog icon to select the available columns that you wish to display, along with their order within the list.}}<br />
:* '''Design a New Service'''<br />
:: Use the ''Design a New Service'' button to start the process of having a new Service added to your Service Desk<br />
<br />
:* '''Delete a Service'''<br />
:: When your mouse passes over a Service a delete option is displayed. This should only be used when a Service has been added in error. In order to maintain historic information such as requests and subscriptions, the service should be ''Retired'' rather than deleted.<br />
<br />
:* '''Service Portfolio Status Filter'''<br />
:: Below the ''Service Filter'' each of the available ''Service Statuses'' can be selected to view services grouped by status. The options include ''All Services'', ''Pipeline'', ''Catalog'', and ''Retired''. <br />
<br />
:::* '''''Pipeline'''''<br />
:::: Pipeline Services are those that are under planning and development. While in a status of Pipeline the Service will not be available to users.<br />
:::* '''''Catalog'''''<br />
:::: Once a Service has the status of ''Catalog'' it is then accessible to users and requests can now be raised against this service.<br />
:::* '''''Retired'''''<br />
:::: When a Service is no longer required, it can have the status set to ''Retired''. Once retired, a service will no longer be visible to users and requests can no longer be raised against the service.<br />
<br />
:* '''[[Service Details]]'''<br />
:: By clicking on any of the Services in the list you can view the [[Service Details]]. From within the Service Details, you can plan, configure, and manage each service.<br />
<br><br />
<br><br />
<br />
== [[Service Manager Priorities|Priorities]] ==<br />
The Service Priorities are used for establishing the priority of the requests associated to your services. Hornbill Service Manager is delivered with three out-of-the-box Priorities; High, Medium, and Low. If you find these are not suitable for your needs, it is possible to add and delete them as required. At present, there is just one set of Priorities used across all Services, Teams, and Request Types.<br />
<br />
:[[Service Manager Priorities|Read More...]]<br />
<br><br />
<br><br />
<br />
== [[Corporate Service Level Agreements]] ==<br />
The Corporate Service Level Agreements (SLA) tab allows you to define your corporate service level agreements which can be shared between services. Each Corporate SLA lets you define Service Levels, Service Level Targets and the rules for applying these to requests.<br />
<br />
:[[Corporate Service Level Agreements|Read more...]] <br />
<br><br />
<br />
== Service Levels (deprecated) ==<br />
The Service Levels tab is no longer available on new installations of Service Manager. This option will be available where previous configurations have been added. Once all configurations are removed, this tab will no longer be visible. Service Levels can now be configured under [[Corporate Service Level Agreements]], or [[Service Level Agreements]]. We would recommend moving to these new options.<br />
<br />
[[Category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Service_Portfolio&diff=30942Service Portfolio2023-03-08T17:34:41Z<p>Stevenb: /* Services */</p>
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{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > Services<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
</div><br />
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|- valign="top"<br />
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==Introduction==<br />
The Service Portfolio provides features and configuration settings for defining the Services that you offer to your customers. These options include services, request priorities, and Corporate Service Level Agreements.<br />
<br />
Each defined service can include a combination of service levels, business process workflows, request routing, and subscriptions. The number of defined services may range from a single service used to define and manage all IT requests, to a collection of categorized services, with each one providing a particular focus.<br />
<br />
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|<br />
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|<br />
<br />
== Related Articles ==<br />
:* [[Service Details]]<br />
:* [[Service Level Agreements]]<br />
|}<br />
<br />
== Services ==<br />
The Services List provides a list of the services that are being managed within Service Manager. <br />
:* '''Filter Services'''<br />
:: The ''Filter Services'' option lets you quickly locate a Service. When typing in the Filter Services field, the name of the Service and the Service Description will be searched.<br />
:* '''Type Filter'''<br />
:: The ''Type Filter''' option lets you filer the list of displayed services by Business or Techincal type<br />
:* '''Category Filter'''<br />
:: The ''Category Filter'' option lets you filter the list of displayed Services by Service Category<br />
<br />
{{bullet1|Status Filter|This options lets you filter the list of services based on their current operational status}}<br />
{{bullet1|Owner Filter|Filter the list of services based on the owner of the service}}<br />
{{bullet1|Configure Columns|Select the cog icon to select the available columns that you wish to display, along with their order within the list.}}<br />
:* '''Design a New Service'''<br />
:: Use the ''Design a New Service'' button to start the process of having a new Service added to your Service Desk<br />
<br />
:* '''Delete a Service'''<br />
:: When your mouse passes over a Service a delete option is displayed. This should only be used when a Service has been added in error. In order to maintain historic information such as requests and subscriptions, the service should be ''Retired'' rather than deleted.<br />
<br />
:* '''Service Portfolio Status Filter'''<br />
:: Below the ''Service Filter'' each of the available ''Service Statuses'' can be selected to view services grouped by status. The options include ''All Services'', ''Pipeline'', ''Catalog'', and ''Retired''. <br />
<br />
:::* '''''Pipeline'''''<br />
:::: Pipeline Services are those that are under planning and development. While in a status of Pipeline the Service will not be available to users.<br />
:::* '''''Catalog'''''<br />
:::: Once a Service has the status of ''Catalog'' it is then accessible to users and requests can now be raised against this service.<br />
:::* '''''Retired'''''<br />
:::: When a Service is no longer required, it can have the status set to ''Retired''. Once retired, a service will no longer be visible to users and requests can no longer be raised against the service.<br />
<br />
:* '''[[Service Details]]'''<br />
:: By clicking on any of the Services in the list you can view the [[Service Details]]. From within the Service Details, you can plan, configure, and manage each service.<br />
<br><br />
<br><br />
<br />
== [[Service Manager Priorities|Priorities]] ==<br />
The Service Priorities are used for establishing the priority of the requests associated to your services. Hornbill Service Manager is delivered with three out-of-the-box Priorities; High, Medium, and Low. If you find these are not suitable for your needs, it is possible to add and delete them as required. At present, there is just one set of Priorities used across all Services, Teams, and Request Types.<br />
<br />
:[[Service Manager Priorities|Read More...]]<br />
<br><br />
<br><br />
<br />
== [[Corporate Service Level Agreements]] ==<br />
The Corporate Service Level Agreements (SLA) tab allows you to define your corporate service level agreements which can be shared between services. Each Corporate SLA lets you define Service Levels, Service Level Targets and the rules for applying these to requests.<br />
<br />
:[[Corporate Service Level Agreements|Read more...]] <br />
<br><br />
<br />
== Service Levels (deprecated) ==<br />
The Service Levels tab is no longer available on new installations of Service Manager. This option will be available where previous configurations have been added. Once all configurations are removed, this tab will no longer be visible. Service Levels can now be configured under [[Corporate Service Level Agreements]], or [[Service Level Agreements]]. We would recommend moving to these new options.<br />
<br />
[[Category:Service Manager]]</div>Stevenbhttps://wiki.hornbill.com/index.php?title=Manage_Assets&diff=30941Manage Assets2023-03-08T17:32:05Z<p>Stevenb: /* Assets Landing Page */</p>
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__NOTOC__<br />
{| style="width:100%"<br />
|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Manage Assets<br />
|style="text-align:right;"|[[:Category:Service_Manager|Index]]<br />
|}<br />
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==Introduction==<br />
The Manage Assets feature provides the options for adding, updating, and removing assets. Asset are managed through an asset list where assets can be searched for, opened, and viewed.<br />
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== Related Articles ==<br />
:* [[Asset Types|Manage Asset Types]]<br />
:* [[Assets]]<br />
:* [[Configuration_Manager|Enable Timeline & Activities]]<br />
:* [[Custom Buttons]]<br />
|}<br />
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==Assets Landing Page==<br />
[[File:Asset_Class_Landing_Page.png|right|500px|link=https://wiki.hornbill.com/index.php?title=File:Asset_Class_Landing_Page.png|Asset Landing Page]]<br />
When you first select the Manage Assets option a tiled Assets Landing Page is displayed, showing the different available Asset Classes. Clicking on any of the tiles will display an asset list with all the assets belonging to that class.<br />
<br />
The available Classes include:<br />
:* '''All Assets'''<br />
:: This will display all assets, independent of there class. The available information in this view will be generic to all asset classes.<br />
:* '''Computer Peripherals'''<br />
:: Keyboards, Monitors, Keyboards, and other types of computer peripherals can be viewed by selecting this option<br />
:* '''Computer Systems'''<br />
:: Servers, Desktop Computers, and other types of computer systems can be viewed by selecting this option<br />
:* '''General'''<br />
:: Assets types that don't fall under the standard classes can be listed here. This may be things like desks and other office equipment. <br />
:* '''Mobile Devices'''<br />
:: Smart phones and tablets are the common types of assets listed here<br />
:* '''Network Devices'''<br />
:: Routers, switches, physical firewalls, and other network devices<br />
:* '''Printers'''<br />
:: Laser, InkJet, scanners, fax machines<br />
:* '''Software'''<br />
:: See a list of software <br />
:* '''Telecoms'''<br />
:: Phone systems, desk phones, and other communication assets<br />
:* '''Systems'''<br />
::* Business information, ownership and authorizing contacts across the business<br />
:* '''Data Processing Record'''<br />
::* Record of Processing Activity (ROPA)<br />
<br><br />
<br><br />
<br />
== Asset List ==<br />
<br />
The Asset List lets you access all the available assets. A number of features on the Asset List are available to help you locate your assets and view and export information about these assets.<br />
<br />
[[File:Asset_List_Download.png|500px]]<br />
<br />
===Tool Bar Features===<br />
{{bullet1|Add a New Asset|The New Asset button allows for the manual creation of an asset. This button is located on both the Asset Landing Page and the Asset List. [[Adding an Asset Manually]]<br />
:: [[File:Information.png|14px|text-top|Information]] Batch processing or the adding of multiple assets can also be achieved by using the [[Upload Assets CSV]]<br />
:: [[File:Information.png|14px|text-top|Information]] Automated processing using an external data source can be achieved by using the [[Database Asset Import]] <br />
}}<br />
<br />
{{bullet1|Quick Filter|The filter can be used to quickly focus on those asset records that are important to you. The filter will operate on the asset records that appear in the current list and will return records where a match is found in any of the asset attributes.<br />
{{infobox|1.) To search on the Class-specific attributes of an asset record, you must be viewing a Class-specific list.<br><br />
::2.) It will search all asset attributes regardless of whether or not the attribute is displayed in your list view.<br><br />
::3.) The filter does not operate on attributes containing a date-time value, state, location type, acq. method, or depreciation method (however sorting on these columns should allow effective identification of the records of interest).}}}}<br />
<br />
{{bullet1|Advanced Search|Use the advanced search option to filter assets based on multiple definable conditions. Before adding your first ''Condition'' make sure you select the appropriate Asset Class from the Class Selector. Once you start adding the first ''Condition'', the Asset Class will be locked to the current Asset Class and the matching fields for that Asset Class will be available when adding conditions. Once Conditions are set use either the search option to filter the results and or saved the search as one of your views. }}<br />
<br />
{{bullet1|Class Selector|Switch between Asset Classes or All assets by selecting the relevant option (Note the list columns will change to reflect those configured for each Asset Class).}}<br />
{{bullet1|Add a New Asset|The New Asset button allows for the manual creation of an asset. This button is located on both the Asset Landing Page and the Asset List. [[Adding an Asset Manually]]<br />
:: [[File:Information.png|14px|text-top|Information]] Batch processing or the adding of multiple assets can also be achieved by using the [[Upload Assets CSV]]<br />
:: [[File:Information.png|14px|text-top|Information]] Automated processing using an external data source can be achieved by using the [[Database Asset Import]] }}<br />
<br />
{{bullet1|Views|The Views provide a way of defining and storing a number of different views of the assets. The criteria builder lets you specify conditions based on information held in the asset records, giving you quick access to particular sets of important data. You can quickly change your Views by selecting from your list of defined views on the Asset List toolbar.}}<br />
<br />
{{bullet1|Export Assets|Export the contents of the Asset list to CSV<br />
::* Choose which of the available columns on the list you wish to export (the available options will be specific to the asset class)}}<br />
<br />
{{bullet1|Home View|The Home View allows you to create a preferred or default view of your Asset List. Your Home View is displayed when you first visit your Asset List and with a single click you can return to your Home View from any other filter or view which you have applied.}}<br />
<br />
{{bullet1|Customize Columns|The available columns will be specific to the Asset Type the list is using. The available columns will be a combination of the common attributes which all Asset Types share, and the Type Specific attributes for the selected Asset Type. If choosing to display All Assets only the shared asset attributes will be available to select from.}}<br />
<br />
===List Features===<br />
<br />
{{bullet1|Column Sorting|Each column header allows the order of the list to be changed by clicking on the title of each column}}<br />
{{bullet1|View an Asset|Each Asset in the list contains links to open the Asset Details form}}<br />
{{bullet1|Delete an Asset|Using the multi-select check boxes, one or more assets can be selected. Once selected the ''Delete'' button becomes available in the Asset List tool bar. Multiple assets can be selected by clicking on one asset, and then while holding down the Shift key and select another asset. All assets between these two assets will be selected and available for deleting.}}<br />
<br />
[[Category: Service Manager]]</div>Stevenb