ALTIRIS®
Asset Management Solution™ 6.5
Product Guide
Notice
Altiris® Asset Management Solution™ 6.5
© 2001-2007 Altiris, Inc. All rights reserved.
Document Date: June 14, 2007...
Contents

Chapter 1: Introducing Altiris® Asset Management Solution™ . . . . . . . . . . . . . . . . . . . . 6
           ...
Receiving Data Classes . . . . . . . . . . . . . . . . . . . .           .   .   .   .   .   .   .   .   .   .   .   .   ....
Moving an Asset . . . . . . . . . . . .         .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   . ...
Chapter 1
Introducing Altiris® Asset Management
Solution™

                         Altiris® Asset Management Solution™ he...
Asset Management
                                                          Features

                                     ...
Contract Management Features


                                   Web                                Track Contracts
     ...
data class attribute parameter: Parameters of a data class attribute, which
                                specify the ch...
Asset Types: Physical items whose data is added to the Notification Database using
                                an asse...
an existing resource type, use the existing resource type as a base for the new resource
                         type.

 ...
If multiple users will be working with resources (entering data, editing data, running
                                rep...
features lets you track all costs that may be incurred against an asset, user, or
                         organization.

...
Chapter 2
Asset Management Installation

                         The following are the installation related topics:

    ...
prompting for downloads (in the Custom Level Security Settings dialog) to
                                Enable.



Insta...
Chapter 3
Getting Started

                         The Getting Started tasks guide you through the basic setup, configura...
Getting Started




Setting Up Organizational Type Resources
                              Asset Administrator Task

     ...
Getting Started




                         3.     Create two cost centers (click the    button to create a new resource)...
Getting Started




                         5.     Click Apply.

                         6.     Click Done.

           ...
Getting Started




                                Connector Packs. These work in conjunction with Altiris Connector Solu...
Getting Started




                         6.     Select the Allow Imports checkbox.

                         7.     In...
Getting Started




                         Note
                         After importing data with Altiris Connector Sol...
Getting Started




                         To create an accounting period
                         1.     In the Altiris...
Getting Started




                         10. Click OK.

                         11. In Date and Amount, enter valid d...
Getting Started




                         3.     Create a monitor with the following information:

                    ...
Getting Started




                                Test Monitor should appear in the results of both reports.

          ...
Altiris Asset Control Solution User Guide
Altiris Asset Control Solution User Guide
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Altiris Asset Control Solution User Guide

  1. 1. ALTIRIS® Asset Management Solution™ 6.5 Product Guide
  2. 2. Notice Altiris® Asset Management Solution™ 6.5 © 2001-2007 Altiris, Inc. All rights reserved. Document Date: June 14, 2007 Information in this document: (i) is provided for informational purposes only with respect to products of Altiris or its subsidiaries (“Products”), (ii) represents Altiris' views as of the date of publication of this document, (iii) is subject to change without notice (for the latest documentation, visit our Web site at www.altiris.com/Support), and (iv) should not be construed as any commitment by Altiris. Except as provided in Altiris' license agreement governing its Products, ALTIRIS ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS OR IMPLIED WARRANTIES RELATING TO THE USE OF ANY PRODUCTS, INCLUDING WITHOUT LIMITATION, WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR INFRINGEMENT OF ANY THIRD-PARTY INTELLECTUAL PROPERTY RIGHTS. Altiris assumes no responsibility for any errors or omissions contained in this document, and Altiris specifically disclaims any and all liabilities and/or obligations for any claims, suits or damages arising in connection with the use of, reliance upon, or dissemination of this document, and/or the information contained herein. Altiris may have patents or pending patent applications, trademarks, copyrights, or other intellectual property rights that relate to the Products referenced herein. The furnishing of this document and other materials and information does not provide any license, express or implied, by estoppel or otherwise, to any foregoing intellectual property rights. No part of this document may be reproduced, stored in a retrieval system, or transmitted in any form or by any means without the express written consent of Altiris, Inc. Customers are solely responsible for assessing the suitability of the Products for use in particular applications or environments. Products are not intended for use in medical, life saving, life sustaining, critical control or safety systems, or in nuclear facility applications. *All other names or marks may be claimed as trademarks of their respective companies. Asset Management Solution 6.5 2
  3. 3. Contents Chapter 1: Introducing Altiris® Asset Management Solution™ . . . . . . . . . . . . . . . . . . . . 6 Managing Assets Overview . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Managing Contracts Overview . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Terminology. . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Understanding Asset Management . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Resources and Resource Types . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Asset Management Usage Overview . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Asset Management Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Asset Management Usage Tasks. ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total Cost Tracking . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Chapter 2: Asset Management Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Asset Management Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Installing Asset Management Solution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Asset Management Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Chapter 3: Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Setting Up Organizational Type Resources . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Importing Resource Data. . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Running an Inventory . . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Setting Up Financial Type Resources . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Defining Accounting Periods. . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Creating Accounting Codes . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Creating a Depreciation Schedule . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Deciding What To Set Up Next . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Setting Up Asset Resources . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Setting Up Contract Resources . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Adding a Win32 License . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Upgrading Software Licenses . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Setting Up a Master License Agreement . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Enable Contract Expiration Notification Policy. . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Setting Up a Lease Schedule . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Working with Receiving Type Resources . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Creating a Catalog, Catalog Items, and a Stock Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Creating a Purchase Request . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Creating a Purchase Order. . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Creating an Invoice . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Receiving Items . . . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Chapter 4: Resource Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Predefined and User-Defined Resource Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Base Resource Types . . . . . ............ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Data Classes . . . . . . . . . . . ............ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Asset Data Classes . . . . ............ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Contract Data Classes . . ............ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Financial Data Classes. . ............ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Asset Management Solution 6.5 3
  4. 4. Receiving Data Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Creating and Configuring a Data Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Adding Data Class Attributes to a Data Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Data Class Attribute Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Data Input Masks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Resource Association Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Resource Type Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Creating a Resource Association Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Working with Resource Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Editing a Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Creating a Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Exporting and Importing Resource Type Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Resource Type Interface Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Edit Resource Type Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 List Resources Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Resource Association Type Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Resource Data Class Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Resource Data Class Summary Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Chapter 5: Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Resource Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Asset Types Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Asset Types Category Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Asset Life Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Retiring vs. Disposing of an Asset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Computer Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Contract Types Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Lease Schedule Resource Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Mac License Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Master Lease Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Master License Agreement Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 OS License Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Software License Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Software Purchase Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 UNIX License Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Virtual License Agreement Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Win32 License Resource Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Contract Types Category Common Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Financial Types Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Configuring Accounting Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Working with Costs and Depreciation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Organizational Types Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Hierarchal Resource Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Other Types Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Receiving Types Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Legacy Receiving Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Bundle Resource Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Receive Items Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Working with Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Adding a Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Bulk Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Viewing a Resource Change History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Using Item Tasks to Quickly Enter Resource Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Merging Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Asset Management Solution 6.5 4
  5. 5. Moving an Asset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Accounting/Depreciation Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Web Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Resource Association Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Resource Interface Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Resource List Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Resource Display Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Resource Selector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Chapter 6: Asset Management Configuration and Scenarios . . . . . . . . . . . . . . . . . . . . . 98 Evaluate the Cost of Depreciable Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Allow Parallel Execution of Master License Summary Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Using Software License Data Normalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Evaluating Software Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Update Software Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Sharing Software Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Working with Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Specify a Base Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Converting Currencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Renaming Retired and Disposed Computers Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Retrieving Information from a Retired Server Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Importing Receiving Type Resources with Connector Solution . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Create Receiving Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Create Receiving Import Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Create a Task to run Receiving Import rules in order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Chapter 7: Asset Management Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Role-based Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Predefined Security Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Viewing and Configuring Role-based Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Role Creation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Scope-based Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Setting Permissions for Resource Types and Data Classes . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Security Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Creating a Security Group Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Restricting a Security Group Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Setting Security on a Data Class Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Setting Security on an Item Task Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Creating a User with Cost Center and Related Assets Permissions . . . . . . . . . . . . . . . . . . . . 117 Creating a Role with Restricted Report Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Collections Permissions Security Issue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Asset Management Solution 6.5 5
  6. 6. Chapter 1 Introducing Altiris® Asset Management Solution™ Altiris® Asset Management Solution™ helps organizations maximize existing IT investments by eliminating unnecessary software and hardware costs, managing contracts and entitlements, and aligning service resources with IT Infrastructure Library (ITIL) standards. These solutions also support the Sarbanes-Oxley Act, COBIT, and HIPAA. Use Asset Management Solution to: Manage assets, invoices, purchase orders, contracts, and the associations between them in a single data repository using a single interface. Track assets and contracts from the initial intent to purchase, to ensuring regular maintenance, to retirement. Track costs and depreciation. Note For additional ease of management, Altiris® Barcode Solution™ helps you physically track and inventory assets that have already been added to your system with Altiris® Asset Control Solution™. To make data transfer easy, Altiris® Connector Solution™ lets you transfer data between the Notification Database, third-party applications, and numerous data sources, such as Microsoft SQL Server, Microsoft Excel, and Oracle. Altiris® Inventory Solution® can be used to identify your computer and software resources, which you can then manage with Asset Management Solution. For information on these products, see http://www.altiris.com/Products.aspx. Managing Assets Overview Asset Management Solution helps you manage assets, invoices, purchase orders, and projects. If you are using other Altiris solutions, such as Inventory Solution, you can also integrate your asset data with computer inventory and contract data. Asset Management Solution 6.5 6
  7. 7. Asset Management Features Web Track Assets, Invoices, Administration POs, and Projects Extend Computer Inventory Data SMS Tight Integration with Integration Contract Data Notification Server Web-based Reports Asset Management Solution lets you do the following: Track assets, invoices, purchase orders, and projects. You can track assets like phones, printers, computers, and copiers. You can also track invoices, purchase orders, and projects. All of this data can be associated with each other, so assets can be linked to applicable invoices, purchase orders, projects, departments, locations, cost centers, users, and other assets. Tight integration with Inventory data. Asset Management lets you associate additional data with the computer data collected by Inventory Solution. This lets you record additional details about computers and collect more useful data. Managing Contracts Overview Asset Management Solution lets you record and track almost any type of contract from a centralized location, including leases, NDAs (nondisclosure agreements), service level agreements, and software licenses. If you are using Asset Management, you can link contracts to assets. Asset Management Solution 6.5 7
  8. 8. Contract Management Features Web Track Contracts Administration Automated Reminders Record Payment and Service Data SMS Integration Integrate with Asset Data Notification Server Web-based Reports Asset Management Solution lets you do the following: Track contract data. You can track lease agreements, NDAs, software licenses, and almost any other type of contract. Predefined contact templates for many common contract types make this easy. If you have needs not met by the predefined contract templates, you can create your own templates. Record payment and service data. Record contract payments and service visits for any contract. This keeps activities associated with the contract with the contract data. Tight integration with Inventory data. Asset Management lets you track software licenses, including purchases, upgrades, different versions, master license agreements, and where the licenses are deployed using data collected by Inventory Solution. This provides a complete solution for managing software licenses and usage. Tight integration with asset data. Lets you manage contracts along with their associated assets. Terminology To better understand Asset Management Solution, it is important that you understand the terminology. base resource type: The resource type on which other resource types are based. A resource type inherits all of the data classes of its base resource type. If data classes are added to the base resource type, the same data classes are added to all resource types that are based on it. data class: The building block of a resource type; data classes represent the data you want to record about resources. Data classes are made up of one or more data class attributes. data class attribute: A component of a data class, which is represented as a column of a table (in a multi-row data class) or field. Asset Management Solution 6.5 8
  9. 9. data class attribute parameter: Parameters of a data class attribute, which specify the characteristics of the attribute such as name, description, and maximum length of the attribute. item task: An action that can be performed on a resource. Example: setting the owner, setting the cost center, or retiring the asset. hierarchal resource type: A resource type that not only stores resource data, as other resource types do, but can store a relationship between it and another resource type. Example: a location resource type is a hierarchal resource type that stores location data and a parent location. The hierarchal resource types are Cost Center, Department, and Location. resource: Items that Notification Server works with and stores data on, such as assets, invoices, purchase orders, projects, contracts, and users. resource association type: A template for creating a child to parent relationship between two resource types. This association lets you link a child to one or more parent resources for more convenient access to associated data. resource type: A template for entering resource data into the Notification Database. Understanding Asset Management Asset Management Solution is a tightly integrated solution that let you manage resources and associate resources with other resources. Example: you can associate computer data with lease data, or software licenses with software purchases. With each resource, you can store almost any type of data, including accounting details, location data, and related resource data. Asset Management solution includes reports that help you manage your resources. Summary data is also generated for each resource to help you analyze data related to that resource. A resource association diagram provides a graphical view of a resource and the resources associated with it. This makes it easy to see relationships between resources. Resources and Resource Types A resource is any item that you want to track. A resource can be a physical item, such as a computer, printer, user, chair, telephone, or desk. A resource can also be an agreement or contract, such as a software license agreement, lease, nondisclosure agreement, purchase order, invoice, or service agreement. Resources can also be other things, such as projects, cost centers, departments, locations, and companies. Resource data is entered through resource types. Resource types are templates that define what data is stored about each resource. Example: a printer resource type might have fields for model, manufacturer, serial number, and other printer related data. A software license agreement resource type might have fields for software title, license number, version, and manufacturer. Asset Management Solution includes predefined resource types you can use for entering data. We strongly recommend using predefined resource types, but if none meet your needs, you can create your own resource types. For more information, see Working with Resource Types (page 49) and Predefined and User-Defined Resource Types (page 39). Resource types are organized into the following categories: Asset Management Solution 6.5 9
  10. 10. Asset Types: Physical items whose data is added to the Notification Database using an asset type. Assets include furniture, computers, printers, phones, cell phones, and so on. Contract Types: Contract data, such as the location of contract documents, payment data, service data, and any contract details. Contract asset types can be associated with other resources, such as computers, printers, and monitors. Financial Types: Used for accounting and cost tracking documents. Organizational Types: Used to track locations, departments, cost centers, companies, and users. Other Resources: Resources that do not belong in any of the other predefined categories, such as projects. Receiving Types: Used for tracking purchase orders, invoices, and catalog items Datacenter Types: These resource types, used for tracking IT management resources, are installed by Altiris® CMDB Solution™. Service Types: These resource types—Services and System—are a way of helping you track your critical infrastructure. They show the roles that machines play. Example: If you have an Exchange Server, that machine is providing an e-mail service. Service types are installed by Altiris CMDB Solution. The predefined resource types also include extensive reporting data through a Summary tab associated with each resource and predefined reports. The summary data summarizes the equivalent of several reports of data into one convenient location. For more information, see Summary Tab (page 96). Resource types are defined by data classes. Data classes specify the fields that are included in the resource type. Asset Management includes predefined data classes you can use, or you can define your own data classes. For more information, see Data Classes (page 40). Resources, Resource Types, and Resource Data Data Classes Resource Types Resource Data Base Resource Types Each resource type is based on another resource type, from which it inherits data classes. If you want to define a resource type that has many of the same data classes as Asset Management Solution 6.5 10
  11. 11. an existing resource type, use the existing resource type as a base for the new resource type. Example: You might have a computer resource that includes data classes with attributes such as Name, Manufacturer, Model, Location, and User and you want to add a scanner resource type that includes the same data classes as the computer resource type. Use the computer resource as a base type. The computer resource data classes are inherited by the new resource. If the data classes of the base resource type change, all of the resource types that are based on that resource type will also automatically change. Example: If all of your asset resource types are based on the Asset resource type, and you find that you need to add a field for a special company tracking number to all assets, you can add a data class with the necessary definitions to the Asset resource type (or edit an existing data class) and all of the other asset resource types will automatically have the field added to them. Asset Management Usage Overview Asset Management Solution lets you manage assets in your environment, set cost data, and manage services and licenses associated with the assets. Many tasks can be performed with Asset Management Solution. These tasks are organized into the following categories: Asset Management Configuration Tasks (page 11) Asset Management Usage Tasks (page 12) Asset Management Configuration Tasks Configuration tasks are performed by an administrator using the Altiris Console Configuration tab. Many of these tasks need to be performed only during the initial setup of your resource management system; they are not ongoing tasks. The following are some of the more common Asset Management related configuration tasks: 1. Organize your resources. Resources are organized using resource types. You can use predefined resource types or create your own resource types. Whenever possible, use predefined resource types because they leverage other resource types, provide summary data on the resources entered with them, include associated reports, and include functionality not available in custom resource types. If none of the predefined resource types meet your needs, you can create a new resource type. Before creating the resource type, you will probably need to create data classes. For more information, see Creating and Configuring a Data Class (page 44) and Creating a Resource Type (page 50). 2. Add data to the Notification Database. As you set up a resource management system, there is certain data that makes sense to enter before other data, such as organizational data, since most other resources rely on the availability of this data. Also, as you initially setup your system, some of the data you will want to add is available from other sources, in which case, you will want to import the data. For more information on entering initial data, see Getting Started (page 16). 3. Configure security. Asset Management Solution 6.5 11
  12. 12. If multiple users will be working with resources (entering data, editing data, running reports, and so forth), you will want to configure security. Asset Management Solution includes predefined security roles which you can modify, or you can create your own roles. You can also configure access to resource types and data classes. Asset Management Usage Tasks Management tasks are performed by managers or workers through the Resources tab of the Altiris Console. The following are some of the most common management tasks: 1. Add and edit resources. Data that is not collected automatically or imported can be manually entered. For more information, see Adding a Resource (page 89). Managers and workers do the majority of the work adding and editing resources. These users can perform the following tasks: Edit resource data. Add accounting data for an asset or contract. Example: cost and accounting data include accounting code, purchase order, warranty period, expense type, purchase or lease designation, RMA number, and so forth. Add and assign locations, departments, and cost centers. Assign users to departments. Change the status of a single resource or change multiple resources simultaneously. Assign a resource (like a computer) to an owner, a cost center, and a location. Set asset ownership for users. Modify existing software licenses. Add master license agreements. Create virtual license agreements. Add lease schedules. Add master leases. Add service level agreements. 2. Dispose of single or groups of assets. You can dispose of assets and record data such as disposal date, cash from disposal, and disposal reason. 3. Run reports. Total Cost Tracking This solution lets you track costs for assets and contracts. Depreciation can be charged to both resource types and transferred from one department or user to another, and the costs with transfer with them. In a typical organization, seventy-five percent of an asset’s costs are services and indirect costs, with only twenty-five percent coming from the initial purchase. A range of Asset Management Solution 6.5 12
  13. 13. features lets you track all costs that may be incurred against an asset, user, or organization. Total cost tracking may involve any or all of the following: Initial purchase costs. Cost items. Example: A replacement mouse for a computer. A Cost item is used to track costs associated with a resource. Depreciable cost items cannot be assigned to cost centers and departments. Depreciation. Depreciation can be configured, calculated, and transferred for assets and contracts. Contract Costs. Any contractual costs related to an asset are included in the asset’s total costs. Example: A software license being used by a computer. Partial ownership. If the computer is owned by a more than one user, costs will be split accordingly. By default, two owners will each own fifty percent of an asset, but you can change the ownership percentages. Maintenance, servicing, and technical support. Asset Management Solution 6.5 13
  14. 14. Chapter 2 Asset Management Installation The following are the installation related topics: Asset Management Requirements (page 14) Installing Asset Management Solution (page 15) Upgrading (page 15) Asset Management Licensing (page 15) Asset Management Requirements Server Requirements The following must be installed before installing Asset Management Solution on the Notification Server computer: Notification Server 6.0 SP3 KB27859 (or later). For information on installation, see Altiris Notification Server 6.0 SP3 Help Altiris Console 6.5 Altiris® CMDB Solution™ 6.5 Additional Solutions for Enhanced Functionality The following are solutions that work tightly with Asset Management. They are not required, but they greatly enhance the functionality of Asset Management Solution. They can be installed before or after Asset Management is installed. Altiris® Inventory Solution™ 6.1 (or later). If you want to add computer inventory data to your resource management system, you will need Altiris® Inventory Solution for Windows™, Altiris® Inventory Solution for Mac™, and Altiris® Inventory Solution for UNIX™ as applicable to your environment. Inventory Solution is also required to take full advantage of the software licensing features. Note Asset Management Solution will index the discovered software data from Inventory Solution if Inventory Solution is installed before installing Asset Management Solution. The indexing will speed-up the generation of software lists. Altiris® Application Metering Solution™ 6.0 (or later). If this solution is used, you can collect additional computer asset and software licensing data. Altiris® Connector Solution™ 6.5. Connector Solution lets you transfer data between numerous external data sources and the Notification Database. Any number of resources and items can be imported or exported. When using Internet Explorer 7, you must set Tools > Internet Options > Security to medium, add the Altiris Console to Trusted Sites, and set Automatic Asset Management Solution 6.5 14
  15. 15. prompting for downloads (in the Custom Level Security Settings dialog) to Enable. Installing Asset Management Solution Before installing Asset Management Solution, be sure you have met the requirements for the solution (see Asset Management Requirements on page 14). To install Asset Management solution 1. In the Altiris Console, click the Configuration tab. 2. In the left pane, select Upgrade/Install Additional Software. 3. In the right pane, select Available Solutions > Solutions > Altiris Asset Management. 4. Follow the installation wizard instructions. Upgrading Note You must have Altiris® Asset Control and Contract Management Solution 6.1 or later installed before you can upgrade to 6.5. To upgrade to Asset Management Solution 6.5 1. Make sure you have Asset Control and Contract Management Solution™ version 6.1 or later installed. 2. Install CMDB Solution 6.5 and the CMDB Solution 6.5 Language and Report Packs. 3. Install Asset Management Solution. Asset Management Licensing Asset Management Solution includes a seven-day trial license. You can register and obtain 30-day evaluation licenses through our Web site at www.altiris.com or purchase full product licenses. For more information on registering your solution, see the Altiris Getting Started Guide. Asset Management licenses are counted based on the number of concurrent users. To check license usage 1. In the Altiris Console, select the Configuration tab. 2. In the left pane, select Configuration > Solutions Settings > Assets and Inventory > Asset Management Solution > License Usage. These pages list the number of licenses available and the number currently in use. Asset Management Solution 6.5 15
  16. 16. Chapter 3 Getting Started The Getting Started tasks guide you through the basic setup, configuration, and use of Asset Management Solution. Each task has a procedure and, in many cases, exercises to illustrate the steps of the procedure. The following will get you started with Asset Management Solution by working through practical exercises and common scenarios. After working through the scenarios, you should have a good working knowledge of the key features of the solution that you can apply to your own situation. Before working through the exercises, you should have a basic understanding of Asset Management, see Introducing Altiris® Asset Management Solution™ (page 6). Getting Started tasks Note These tasks are to be performed sequentially. Some tasks cannot be completed without performing previous tasks. Setting Up Organizational Type Resources (page 17) Importing Resource Data (page 19) Running an Inventory (page 22) Setting Up Financial Type Resources (page 22) Setting Up Asset Resources (page 26) Setting Up Contract Resources (page 28) Working with Receiving Type Resources (page 32) Prerequisites for Getting Started tasks Notification Server 6.0 SP3 with KB 27859 or later Asset Management Solution 6.5 or later. Altiris® Inventory Solution™ 6.1 or later Altiris® Connector Solution™ 6.1 or later Altiris® CMDB Solution™ 6.5 Exercise Scenario Your organization has chosen to implement Altiris® Asset Management Suite™ and you are assigned the task of administrator. You will define your company’s structure within the Altiris Console and manage contracts and assets. In line with Altiris recommendations, you will first set up organizational resources with hierarchal relationships, including cost centers, departments, locations, users, and a company. After you add organizational resources, you set up financial resources. With the organizational and financial data in place, you can decide what to set up next (assets or contracts), according to your needs. The security role required to complete each task is denoted at the beginning of each exercise. Example: Asset Administrator Task. Asset Management Solution 6.5 16
  17. 17. Getting Started Setting Up Organizational Type Resources Asset Administrator Task As you start using Asset Management Solution to create your asset management system, certain resource data should be added before other data. Example: enter location data first because many other resources require the specification of a location. We recommend adding organization type (resource types under Resources > Organizational Types on the Resources tab of the Altiris Console) data first, so other resources can reference them. Organizational resource types (in no particular order) are: Company Cost Center Department Location Users Note To understand the advantages of using predefined organization resource types over user-defined resource types, see Predefined and User-Defined Resource Types (page 39). Because of the relationships among resources, when you enter resource data, it is often necessary to enter some data for a first resource, then enter data for a related resource, and then go back and enter the remaining data for the first resource. Example: the Manager field of a department resource. If you have not already created a user resource, you cannot specify a manager. You must first create a user to specify a manager. Also, if you are entering user data, and have not created a department, you cannot specify a department for a user. In some situations, a resource cannot create associations with other resources, such as when you are creating a company resource. For information on resource type associations, see Resource Type Relationships (page 48). Exercise The company you create for this exercise (Test Company) has a head office in a capital city responsible for sales and a regional office responsible for production. You will manually create two cost centers, two locations, and two departments. You will create a user for each department and create associations between the various resources. Note Before you enter data, consider your organization’s needs and the relationships resources have with each other (see Resource Type Relationships on page 48). It is important to plan and set up organizational resources correctly at the beginning (see Organizational Types Category on page 80). To create two cost centers with a hierarchal relationship 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resources > Organizational Types > Cost Center. Asset Management Solution 6.5 17
  18. 18. Getting Started 3. Create two cost centers (click the button to create a new resource) with the following information: Cost Center Name Cost Center Code Capital City Cost Center 001 Regional City Cost Center 002 4. Open Regional City Cost Center, click Cost Center Hierarchy, and select Capital City Cost Center. 5. Click Apply. 6. Click Done. 7. Click Refresh to view the new cost centers. To create two locations with a hierarchal relationship and associate them with cost centers 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resources > Organizational Types > Location. 3. Create two locations with the following information: Location Name Location’s Cost Center Capital City Office Capital City Cost Center Regional City Office Regional City Cost Center 4. Open Regional City Office, click Location Hierarchy, and select Capital City Office. 5. Click Apply. 6. Click Done. 7. Click Refresh to view the new locations. To create two departments with a hierarchal relationship and associate them with locations and cost centers 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resources > Organizational Types > Department. 3. Create two new departments with the following information: Department Name Department’s Location Department’s Cost Center Sales Department Capital City Office Capital City Cost Center Production Department Regional City Office Regional City Cost Center 4. Open Production Department, click Department Hierarchy, and select Sales Department. Asset Management Solution 6.5 18
  19. 19. Getting Started 5. Click Apply. 6. Click Done. 7. Click Refresh to view the new departments. To create a company named Test Company 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resources > Organizational Types > Company. 3. In the right pane, click the button to create a new company resource. 4. In the Company Name field, enter “Test Company”. 5. Click Done. To create two users and associate them with departments and Test Company 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resources > Organizational Types > User. 3. Create 2 users with the following information: User Name Given Name Surname User’s Department Sales Employee Sales Employee Sales Department Production Production Employee Production Employee Department 4. For each user click User’s Company under the Associations tab and assign them to Test Company. Importing Resource Data Altiris Administrator Task When you're implementing Asset Management, you can leverage your investment in other data repositories by importing that data into the Notification Database. Examples: users from Microsoft Active Directory, or location, cost center, and department data from a spreadsheet. Wherever possible, import data to save time and reduce data entry errors. Note Importing data requires Connector Solution 6.1 or later. This example requires Connector Solution 6.5. You can use three importing tools: Altiris Connector Solution. This solution lets you transfer data from various common mechanisms, such as OLE, ODBC, .CSV files, .XML files, and LDAP. Asset Management Solution 6.5 19
  20. 20. Getting Started Connector Packs. These work in conjunction with Altiris Connector Solution to import data from enterprise management applications, such as HP Openview and Remedy Action Request System. Altiris data import components. These components of Notification Server let you import data from sources such as Microsoft Active Directory. Setting up data to import involves three steps: Creating a data source Creating a data source definition Creating a data transfer rule Exercise In this exercise we will use a .CSV file as a data source. In your working scenario, if the data is not already available in another format like a .CSV file, we recommend that you create this type of data source. With organizational resources, having all of the data in front of you on a spreadsheet can assist you in the crucial stage of planning your organizational resource structure. Import cost center data with the aid of Connector Solution. To create a .CSV file with Microsoft Excel and enter organizational resource data 1. In Excel, create a spreadsheet and enter data to re-create the following table. Column A B C D E Row 1 Cost Center Name Description Location Cost Center Code Hierarchy 2 1 Imported For testing Capital City Cost Center purposes Office 1 3 2 Imported For testing Capital City Imported Cost Center purposes Office Cost Center 2 1 4 3 Imported For testing Capital City Imported Cost Center purposes Office Cost Center 3 2 2. Save the file as a .CSV file, and name it Sample Import File. 3. Close the file. To create a data source definition 1. In the Altiris Console, click the Configuration tab. 2. In the left pane, select Configuration > Solutions Settings > Connectors. 3. Right-click Data Sources and select New > CSV File Data Source. 4. In the Name field, enter “Test Cost Center Import Data”. 5. Keep Comma (,) in the Delimiter Character field. Asset Management Solution 6.5 20
  21. 21. Getting Started 6. Select the Allow Imports checkbox. 7. In the Import File field, browse to and select the Sample Import File CSV file. 8. Click Test Data Source. 9. For a preview, click the Display import data link. 10. Close the Data Source View Data Page window. 11. Click Apply. To create a data transfer rule to perform the data transfer procedure 1. In the Altiris Console, click the Configuration tab. 2. In the left pane, select Configuration > Solutions Settings > Connectors. 3. Right-click Import/Export Rules and select New > Resources Import/Export Rule. 4. In the Name field, enter “Test Import Data Import Rule”. 5. In the Data Source field, select Test Cost Center Import Data. 6. In the Replication Direction field, select Import. 7. In the Resource Type field, select Cost Center. 8. Expand Column Mappings. 9. In Resource Lookup Key, select Resource Name. 10. Under Association Mappings in the Lookup Key column in the Cost Center Hierarchy row, select Resource Name. 11. In the Key Column Mappings column in the Cost Center Hierarchy row, select Cost Center Hierarchy. 12. In the NS Key column in the Cost Center’s Location row, select Resource Name. 13. In the Key Column Mappings column in the Cost Center’s Location row, select Location. 14. Leave Reverse Association Mappings with the default settings. 15. Click Apply. 16. Click Run Now. 17. Click the Resources tab. 18. Select Resources > Organizational Types > Cost Center and view the resources you just imported. For further information on importing data, see the Altiris Connector Solution documentation and the Altiris Web site. Note When you create an external data source, the resource type’s data classes identify what information is required in the data source. Example: you wish to create a .CSV file to import monitor data from. In the Altiris Console, select the Configuration tab and select Configuration > Resource Settings > Data Classes > Asset Data Classes. Click on each data class. Any field with the Required checkbox selected must be set up as a column in your .CSV file. Asset Management Solution 6.5 21
  22. 22. Getting Started Note After importing data with Altiris Connector Solution, you must run the Altiris CMDB Solution Clean Ownership Task. Running an Inventory Asset Administrator Task This task can be run only if the Altiris Agent is installed on the managed computers you wish to inventory. For further information, see the Inventory Solution documentation and the Altiris Web site. Exercise After entering organizational type data, we recommend carrying out an inventory of your computers if you have not done so already (requires Inventory Solution). Inventory Solution gathers comprehensive software and hardware data from computers. Inventory data is integrated with Asset Management data. To run a full inventory 1. In the Altiris Console, click the Tasks tab. 2. In the left pane, select Tasks > Assets and Inventory > Inventory > Windows > Inventory Tasks. 3. Click Recreate Full Inventory. 4. Select the Enable box. 5. In the Applies to Collections field, the default collection is set to All 32-bit Windows Computers. 6. Use the default settings in the Run fields. 7. Click Apply. Setting Up Financial Type Resources Asset Administrator Task Once the organizational type resources are set up, we recommend entering financial type data. Exercise Define a book accounting period, create accounting codes, and a depreciation schedule. Create assets to associate with the financial data, then use reports to view the data. Defining Accounting Periods There are three types of accounting periods: Book, Tax, and Custom. They all perform the same function, which is to simply define accounting periods, while the names provide reference points for common accounting uses. Asset Management Solution 6.5 22
  23. 23. Getting Started To create an accounting period 1. In the Altiris Console, click the Configuration tab. 2. In the left pane, select Configuration > Solutions Settings > Assets and Inventory > Asset Management Solution > Accounting Periods. 3. In the right pane, set the Book reporting year to start on day 1 of month 7. 4. Set the reporting period to Quarterly. 5. Click OK. Creating Accounting Codes To create an accounting code 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resource Management > Resources > Financial Types > Accounting Code. 3. Create an accounting code with the following information: Accounting Code Name Cost Id Service and Maintenance 54321 4. Select Depreciable. 5. Click Apply. 6. In the Altiris Console, click Refresh to view your new accounting code data. To create a new asset and assign Cost Id and other accounting information to it 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resource Management > Resources > Configuration Items > Asset Types > IT > Network Printer. 3. Create a network printer with the following information: Printer Name Location Cost Center Ownership Test Printer Capital City Office Capital City Cost Center with 100% Ownership Percentage 4. Click the Accounting Information tab. 5. In Purchase or Lease, choose Lease. 6. Enter a Warranty Period of 12 (months). 7. Next to Cost Items, click Add. 8. In Type, select External Support. 9. In Accounting Code, click the browse icon. In the Find Resource dialog, click the Service and Maintenance accounting code. Asset Management Solution 6.5 23
  24. 24. Getting Started 10. Click OK. 11. In Date and Amount, enter valid data. 12. In Status, select Incurred from the drop-down list. 13. In Description, enter a description. 14. Click the Associations tab and add a user or department Owner for this asset. 15. Click Done. To view the printer in the cost center and location 1. In the left pane, select Resources > Organizational Types > Cost Center > Capital City Cost Center. 2. View the printer in the Assets tab. 3. In the left pane, select Resources > Organizational Types > Location > Capital City Office. 4. View the printer in the Assets tab. See Also Configuring Accounting Periods (page 79) Working with Costs and Depreciation (page 79) Creating a Depreciation Schedule Asset Control supports the straight-line depreciation of assets and certain contracts. Exercise Create a depreciation schedule and assign it to a monitor. To create a depreciation schedule 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resource Management > Resources > Financial Types > Depreciation Schedule. 3. Create a depreciation schedule with the following information: Depreciation Description Depreciation Type Rate Schedule Name Test Depreciation Test Depreciation 5 Year Straight Line 20 To create a new asset and assign the depreciation schedule to it 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resource Management > Resources > Configuration Items > Asset Types > IT > Monitor. Asset Management Solution 6.5 24
  25. 25. Getting Started 3. Create a monitor with the following information: Monitor Name Location Cost Center Ownership Test Monitor Capital City Office Capital City Cost Center with 100% Ownership Percentage 4. Select the Accounting Information tab. 5. In Purchase or Lease, choose Purchase. 6. Enter a Warranty Period of 6 (months). 7. Set today’s date in Available for Use and the date a year from now in Planned Disposal Date. 8. In Expense Type, select Depreciate. 9. Click Book Depreciation and select Test Depreciation. 10. Click OK. 11. Click Apply. To create a cost item for the monitor and associate it with the purchase order A cost item is required for depreciation; it is the value that will depreciate. In order for a cost item to depreciate, it must be a Purchase (Type field) and Incurred (Status field). 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resource Management > Resources > Configuration Items > Asset Types > IT > Monitor. 3. In the right pane, right-click Test Monitor and select Edit. 4. Select the Accounting Information tab. 5. Next to Cost Items click Add. 6. In the Type field dialog, select Purchase and click OK. 7. Click the Accounting Code field then select Purchase Cost. 8. Click OK. 9. In the Amount field, enter “145”. 10. In the Status field, select Incurred. 11. Click Done. To run accounting reports to view depreciation data 1. In the Altiris Console, click the Reports tab. 2. In the left pane, select Reports > Assets and Inventory > Asset Management > Accounting > Depreciation Reports. 3. Run the Depreciation by Assigned Cost Center report with default settings. 4. Run the Depreciation by Department report with default settings. Asset Management Solution 6.5 25
  26. 26. Getting Started Test Monitor should appear in the results of both reports. See Also Financial Types Category (page 79) Total Cost Tracking (page 12) Deciding What To Set Up Next After entering organizational types data, collecting inventory data, and setting up financial types data, you must decide which data is most important to manage first, according to your organization’s needs. It is not necessary to enter data for all resources before using Asset Management Solution; in fact, we recommend that you add data to your system in phases. If the most important resources you want to manage are computers, enter this data first (see Setting Up Asset Resources on page 26). If you have an urgent need to manage software licenses and leases, enter these first (see Setting Up Contract Resources on page 28). Setting Up Asset Resources Worker or Asset Administrator Task Exercise Manually add assets to the console, and create associations with user and location resources. Then use various methods to look at the asset and related data. Because the majority of your assets will not be added manually, the main purpose of this exercise is to become familiar with Summary tab, Resource Association Diagram, and reports. Note Computer type assets are usually added automatically with Inventory Solution, but you must create associations manually in the console. To create a computer resource and assign it a monitor resource 1. In the Altiris Console, click the Resources tab. 2. In the left pane, select Resources > Configuration Items > Asset Types > IT > Computer. 3. Create a computer with the following information: Computer Name Location Test Computer Capital City Office 4. Click the Associations tab. 5. Click the button next to Associated Assets. 6. Select Capital City Office. 7. Select Test Monitor. 8. Click Done twice. Asset Management Solution 6.5 26

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