Difference between revisions of "Manage Assets"

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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Manage 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/manage-assets/ Hornbill Document Library].
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== Introduction ==
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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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|[[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==
 
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.
 
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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|}
  
 
==Assets Landing Page==
 
==Assets Landing Page==
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[[File:Asset_Landing.png|right|500px]]
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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]]
 
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.
 
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 avialable Classes include:
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The available Classes include:
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* All Assets
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:* '''All Assets'''
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* Computer Peripherals
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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 Systems
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:* '''Computer Peripherals'''
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* Mobile Devices
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:: Keyboards, Monitors, Keyboards, and other types of computer peripherals can be viewed by selecting this option
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* Network Devices
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:* '''Computer Systems'''
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* Printers
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:: Servers, Desktop Computers, and other types of computer systems can be viewed by selecting this option
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* Software
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:* '''General'''
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* Telecoms
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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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[[File:Asset_List.png|right|600px]]
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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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==Adding an Asset==
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:: Routers, switches, physical firewalls, and other network devices
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:* '''Printers'''
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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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:: Laser, InkJet, scanners, fax machines
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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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:* '''Software'''
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# Upload new and updates to existing assets automatically from 3rd party asset repositories or discovery tools (SCCM, mssql, Mysql etc)
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:: See a list of software
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# Upload your assets from a csv file
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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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Options
 
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* '''[[Adding an Asset Manually]]'''
 
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*[[Database_Asset_Import |'''Automated Asset Imports & Updates''']]
 
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* '''[[Upload Assets CSV]]'''
 
 
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<br>
  
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==Updating/Editing an Asset==
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== Asset List ==
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To update an asset:-
 
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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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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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* '''Custom Buttons'''
 
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Add, Edit or Remove custom Buttons on the Asset form by using the '''Custom Buttons''' option.
 
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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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* '''Linking Assets'''
 
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Link one Asset to another using the '''Link Asset''' option
 
  
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[[File:Link_Assets.png|center|800px]]
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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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* '''Add Attachments'''
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[[File:Asset_List_Download.png|500px]]
  
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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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===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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* '''Linking Services'''
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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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Link the Asset to one or multiple Services using the '''Link Services''' option.
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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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Link which Services the asset supports or underpins.
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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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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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{{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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==Deleting Assets==
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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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Assets can be deleted in two ways:
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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 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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{{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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:* If you are an Asset Management admin, on the Asset lists, you can multi-select assets you want to delete using the '''tick box''' next to each asset.  By selecting one or ore assets, a delete option will be available on the list header, allowing for the deletion of the selected assets. Selecting '''Delete''', will ask the user to confirm if they want to delete the selected assets before performing the delete action.
 
  
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[[File:Multi_Select_Asset.png|center|800px]]
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===List Features===
  
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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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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"