Difference between revisions of "Assets"

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This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/asset-management/asset-details/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Asset Details|link=https://docs.hornbill.com/servicemanager-user-guide/asset-management/asset-details/]]
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==Introduction==
 
==Introduction==
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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.
 
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:* [[Manage Assets]]
 
:* [[Manage Assets]]
 
:* [[Asset Types]]
 
:* [[Asset Types]]
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:* [[Software Asset Management]]
 
:* [[Configuration_Manager|Enable Timeline & Activities]]
 
:* [[Configuration_Manager|Enable Timeline & Activities]]
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:* [[Asset_History|Asset History]]
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:* [[Shared Assets]]
 
:* [[Custom Buttons]]
 
:* [[Custom Buttons]]
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:* [[Hornbill_iBridge|iBridge]]
 
|}
 
|}
  
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== Asset Details ==
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== Asset Actions ==
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[[File:Asset_View.png|right|400px]]
  
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:* '''Link Requests'''
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:* '''Update'''
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:: The update action will be visible if '''Configuration Manager''' has been installed on your instance and the asset is marked as '''In Policy'''
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:: Use the update action to post to the assets timeline, and collaborate on the asset with other users.
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:* '''Link'''
 
:: This Action Item lets you search and link this asset with an existing request within Service Manager
 
:: This Action Item lets you search and link this asset with an existing request within Service Manager
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:* '''Linking Assets'''
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:* '''Assets'''
 
:: Link this asset to other related or connected assets
 
:: Link this asset to other related or connected assets
 
:* '''Attachments'''
 
:* '''Attachments'''
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:* '''Service'''
 
:* '''Service'''
 
:: Link to a service that is supported by this asset
 
:: Link to a service that is supported by this asset
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:: 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.
 
:* '''Documents'''
 
:* '''Documents'''
 
:: Link to documents that are stored in Hornbill Document Manager
 
:: Link to documents that are stored in Hornbill Document Manager
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* [[Asset History]]
 
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* [[Shared Assets|Shared With]]
 
  
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==Updating/Editing an Asset==
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==[[Asset History]]==
  
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To update an asset:-
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View all changes to the asset's attributes by clicking on the History icon.
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: If you are a Asset Management admin, you can search for an asset using Asset Management [[File:Asset_Manager_-_Setting-5.png‎ |16px ]] on the navigation bar and then Asset Management. Select the asset type or all asset tile to display a list which you can sort by various asset attributes, or use the quick filter to find an Asset by ID, or  AssetName. Select the asset that needs updating.  
 
  
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* '''Edit Asset Attributes'''
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[[file:assethistory.png]]
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The asset's Audit History will list actions, including who performed the action. 
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:[[file:AssetAuditHistory.png]]
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* '''Search'''
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:Search on ''field'', ''from'', and ''to'' columns
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* '''Relationships'''
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:Show changes in relationships between this asset and other entities within Hornbill
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* '''Generate PDF'''
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: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
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* '''Print'''
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: Print the contents of the audit history to a printer
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==Summary==
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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]]
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==Asset Details==
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View the assets attributes.
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The Assets are broken down into logical groupings, which will be specific to the Asset Type and Asset class the asset belongs too.
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=== Updating/Editing an Asset ===
  
 
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.
 
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.
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::: 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
 
::: 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
  
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* '''Custom Buttons'''
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=== Attachments ===
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View, edit the description of,  or remove any attachments associated to the asset
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===Linked Entities===
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If the asset has been linked to other entities in Hornbill, they will be visible in the linked entities section
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{{bullet1|Linked Requests|View all requests the asset has been linked too}}
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{{bullet1|Assets|View any other linked assets (launch a graphical view if configuration manager is installed) }}
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{{bullet1|Services|View any services the asset is linked too}}
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{{bullet1|Documents|View, Download or unlink any documents the asset is linked too}}
  
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Add, Edit or Remove custom Buttons on the Asset form by using the '''Custom Buttons''' option.
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==Timeline==
  
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:* Add a New Custom Button by giving the Custom Button a name, defining a URL to launch from the button and by adding an asset attribute field as a '''variable''' you want to pass to the the URL.  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.
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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.
  
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* '''Linking Assets'''
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== Tags ==
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[[File:Asset_tags.png|right|350px|link=https://wiki.hornbill.com/images/e/e1/Asset_tags.png]]
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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.
  
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Link one Asset to another using the '''Link Asset''' option
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{{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. }}
  
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[[File:Link_Assets.png|center|800px]]
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{{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}}
  
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* '''Add Attachments'''
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{{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.}}
  
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* Add attachments to an asset by dragging and dropping the files to upload or by browsing your file repository.
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==Activities==
  
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* '''Linking Services'''
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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.
  
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Link the Asset to one or multiple Services using the '''Link Services''' option.
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==Custom Buttons==
  
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Link which Services the asset supports or underpins.
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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.
  
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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.
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Add, Edit or Remove custom Buttons on the Asset form by using the '''Custom Buttons''' option.  
  
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[[Category: Service Manager]]
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:* 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. 
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:* 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.
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:* 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.
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[[Category: HDOC]]

Latest revision as of 22:17, 7 February 2024

This document can now be found at its new location in the Hornbill Document Library.

Asset Details

Retrieved from "https://wiki.hornbill.com/index.php?title=Assets&oldid=31899"