Difference between revisions of "Manage Assets"

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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[IT Asset Management]] > How do I add, update, or remove an asset?
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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/manage-assets/ Hornbill Document Library].
  
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==Adding an Asset==
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[[file:hornbill-document-library.png|Manage Assets|link=https://docs.hornbill.com/servicemanager-user-guide/asset-management/manage-assets/]]
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In Service Manager an asset can be added to the asset register in a number of ways:-
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<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
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:# As a Asset Management admin, you can add assets by selecting Asset Management [[File:amIcon.png‎|24px|Asset Management Link]] on the [[What_is_the_Navigation_bar? |navigation bar]] and then Manage Assets. Use the ‘New Asset’ symbol, select an asset type and complete the asset details, then click the ‘Create’ button.
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__NOTOC__
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:# Upload new and updates to existing assets automatically from 3rd party asset repositories or discovery tools (SCCM, SQL, MsSQL etc)
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{| style="width:100%"
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:# Upload your assets from a csv spreadsheet (coming soon...)
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|[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Manage Assets
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|style="text-align:right;"|[[:Category:Service_Manager|Index]]
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==Introduction==
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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.
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== Related Articles ==
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:* [[Asset Types|Manage Asset Types]]
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:* [[Assets]]
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:* [[Software Asset Management]]
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:* [[Configuration_Manager|Enable Timeline & Activities]]
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:* [[Custom Buttons]]
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|}
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==Assets Landing Page==
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[[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]]
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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.
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The available Classes include:
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:* '''All Assets'''
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:: This will display all assets, independent of there class. The available information in this view will be generic to all asset classes.
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:* '''Computer Peripherals'''
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:: Keyboards, Monitors, Keyboards, and other types of computer peripherals can be viewed by selecting this option
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:* '''Computer Systems'''
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:: Servers, Desktop Computers, and other types of computer systems can be viewed by selecting this option
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:* '''General'''
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:: Assets types that don't fall under the standard classes can be listed here. This may be things like desks and other office equipment.
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:* '''Mobile Devices'''
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:: Smart phones and tablets are the common types of assets listed here
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:* '''Network Devices'''
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:: Routers, switches, physical firewalls, and other network devices
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:* '''Printers'''
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:: Laser, InkJet, scanners, fax machines
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:* '''Software'''
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:: See a list of software
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:* '''Telecoms'''
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:: Phone systems, desk phones, and other communication assets
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:* '''Systems'''
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::* Business information, ownership and authorizing contacts across the business
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:* '''Data Processing Record'''
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::* Record of Processing Activity (ROPA)
 
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
 
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* '''Adding an Asset Manually'''
 
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<div class="mw-collapsible-content">
 
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To add an asset manually, click the 'New Asset' button from the 'Manage Assets' landing page:
 
 
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[[File:newAsset1.png |1200px|Creating a new asset]]
 
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When adding a new asset, the first thing you need to do is select an [[Asset_Types |asset type]]. The asset type is part of one of the Hornbill asset classes which each have their own extended attributes as well as all of the core shared attributes that all assets have. Selecting different asset types will present you with different fields to complete:
 
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A new asset of type Desktop:
 
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[[File:newAssetComputer.png |800px|A computer system class asset]]
 
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A new asset of type Smartphone:
 
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[[File:newAssetMobileDevice.png |800px|A mobile device class asset]]
 
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Depending on which asset type you have selected, various different attributes will be available/unavailable and also mandatory/non mandatory. To configure which attributes are available and are visible/mandatory, please see the documentation on [[Asset_Types |asset type]]. If all attributes have been marked as visible in the asset type, the following attributes will be visible per section:
 
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'''General Asset Information'''
 
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[[File:generalAssetInformation.png |800px|General Asset Information]]
 
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'''Physical Location Information'''
 
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[[File:physicalLocationInformation.png |800px|Physical Location Information]]
 
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'''Financial Information'''
 
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[[File:financialInformation.png |800px|Financial Information]]
 
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'''Disposal Information'''
 
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[[File:disposalInformation.png |800px|Disposal Information]]
 
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'''Depreciation Information'''
 
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[[File:depreciationInformation.png |800px|Creating a new asset]]
 
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As previously mentioned, asset types fall under an asset classes. The following additional attributes are available for each asset class:
 
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'''Computer System'''
 
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[[File:computerSystemAttributes1.png |800px|Computer System Attributes - Computer Information]]
 
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[[File:computerSystemAttributes2.png |800px|Computer System Attributes - Hardware Information]]
 
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[[File:computerSystemAttributes3.png |800px|Computer System Attributes - Operating System Information]]
 
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[[File:computerSystemAttributes4.png |800px|Computer System Attributes - Network Information]]
 
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'''Computer Peripheral'''
 
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[[File:computerPeripheralAttributes.png |800px|Computer Peripheral Attributes]]
 
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'''Mobile Device'''
 
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[[File:mobileDeviceAttributes.png |800px|Mobile Device Attributes]]
 
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'''Network Device'''
 
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[[File:networkDeviceAttributes.png |800px|Network Device Attributes]]
 
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'''Printer'''
 
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[[File:printerAttributes.png |800px|Printer Attributes]]
 
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'''Software'''
 
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[[File:softwareAttributes.png |800px|Software Attributes]]
 
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'''Telecoms'''
 
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[[File:telecomsAttributes.png |800px|Telecoms Attributes]]
 
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*[[Database_Asset_Import |'''Automated Asset Imports & Updates''']]
 
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* '''Upload Assets csv (Coming Soon)'''
 
  
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==Updating/Editing an Asset==
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== Asset List ==
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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.
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[[File:Asset_List_Download.png|500px]]
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===Tool Bar Features===
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{{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]]
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:: [[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]]
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:: [[File:Information.png|14px|text-top|Information]] Automated processing using an external data source can be achieved by using the [[Database Asset Import]]
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}}
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{{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.
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{{infobox|1.) To search on the Class-specific attributes of an asset record, you must be viewing a Class-specific list.<br>
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::2.) It will search all asset attributes regardless of whether or not the attribute is displayed in your list view.<br>
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::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).}}}}
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{{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. }}
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{{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).}}
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{{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]]
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:: [[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]]
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:: [[File:Information.png|14px|text-top|Information]] Automated processing using an external data source can be achieved by using the [[Database Asset Import]] }}
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{{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.}}
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{{bullet1|Export Assets|Export the contents of the Asset list to CSV
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::* Choose which of the available columns on the list you wish to export (the available options will be specific to the asset class)}}
  
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To update an asset:-
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{{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.}}
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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. Use the ‘Search assets’ symbol to display a list which you can sort by name, type or status. Select the asset that needs updating. Make the changes you need and then select the save button.
 
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:# If you are a co-worker and want to update your assets then launch Self Service from the Self Service [[File:Self_Service.png| 16px |Self Service]] on the navigation bar. Then select ‘My Assets’ to see a list by asset type. Select edit for the asset that needs updating. Make the changes you need and then select the save button.
 
  
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==Removing an Asset==
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{{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.}}
  
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To remove an asset:-
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===List Features===
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:# If you are a Asset Management admin, you can search for asset using the Asset Management [[File:Asset_Manager_-_Setting-5.png‎ |16px ]] on the navigation bar and then Asset Management. Use the ‘Search Assets’ symbol to display a list which you can sort by name, type or status. Select the trashcan [[File:Trashcan.png|16px|delete]] to the right of the asset that needs updating then OK.
 
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:# If you are a co-worker and want to update your assets then launch Self Service from the Self Service [[File:Self_Service.png| 16px |Self Service]] on the navigation bar. Then select ‘My Assets’ to see a list by asset type. Select remove for the asset that needs deleting.
 
  
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[[Category: Service Manager]]
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{{bullet1|Column Sorting|Each column header allows the order of the list to be changed by clicking on the title of each column}}
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{{bullet1|View an Asset|Each Asset in the list contains links to open the Asset Details form}}
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{{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.}}
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[[Category:HDOC]]
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<!-- /servicemanager-user-guide/asset-management/manage-assets -->

Latest revision as of 20:31, 8 February 2024

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

Manage Assets

Retrieved from "https://wiki.hornbill.com/index.php?title=Manage_Assets&oldid=31917"