This document provides an overview of how to use the asset management features in Site Manager. It describes how to view asset summaries, filter assets, search for assets, customize asset columns, add assets manually, view and edit system details, import and export assets, use the asset dashboard widgets, and reconcile audit changes. The dashboard allows filtering assets by category and searching. Settings can customize columns displayed. Clicking an asset shows details across several tabs. Assets can be added, edited, imported or exported from files. The dashboard contains widgets for analyzing asset data which can be customized.

1. Site Manager
Asset Management

2. Agenda
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Asset Summary
Filtering Assets
Settings
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Adding Assets Manually
System Details
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Customizing Columns
Editing an Existing Asset
Importing and Exporting Assets
Asset Reporting
Importing Assets
Exporting Assets
Asset Dashboard
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Removing Widgets
Adding Widgets
Exporting Widgets to a PDF
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3. Asset Summary
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The dashboard populates all assets while giving you the ability to filter
specific systems accordingly. We will demonstrate how to filter and search
for specific systems.
Any changes to the Dashboard made will not affect other users. The
changes will only for specific users making the changes.
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4. Filtering Assets
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To narrow down to specific systems, expand the tree on the left. In this
example we expanded Department and chose to see which systems are
categorized in the Finance Department specifically
This is a quick and easy way to view assets with a variety of different filter
options.
You can check off as many boxes as you wish depending on how specific
you want to filter your systems.
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5. Searching Assets
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You can search for Assets using the serah window
You can search by
Serial Number
Asset Number
Asset Name
Description
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6. Settings
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By clicking the Settings icon at the top of the dashboard you will be brought
to the settings page.
Currently we have four columns; Asset Name, Location, Classification and
Manufacturer.
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7. Customizing Columns
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To add columns to the asset list, choose the category you wish to add and
click move right.
In this example we chose to add the Department column to view the
department that each asset belongs to. After clicking Move Right it will
populate under selected columns.
To remove a column, simply choose a selected column and click Move Left.
To close the settings page and return to the Asset
Summary page, click the red X at the top right.
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8. Customizing Columns
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The column now appears in the asset list to display every department the
asset is categorized under.
Any blank cells indicate there is not information within the database for that
field.
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9. Adding Assets Manually
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To add an asset simply click the Add Asset icon
and the pop up window
show in the image below appears.
From here you can manually input asset information.
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10. System Details
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Clicking an asset in the asset list
causes a popup window to be
displayed. Asset information is
displayed and can be edited in the
pop up window.
The first tab, system details, displays
five categories of information:
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Detailed System Information
Hardware
System Network Adapters
System Storage Information
Installed Applications
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11. System Details
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The details for a system include motherboard, display adapter, memory
slots and other valuable asset information
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12. Hardware Details
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Clicking the hardware tab under system details will populate the current
value of any sensors reported from the client. This varies depending upon
the system hardware.
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13. System Network Adapters
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This tab populates the network adapters configured in the system to include
adapter speed, IP address, and more.
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14. System Storage Information
This tab will show logical and physical disk information
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15. Installed Applications
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Installed applications will display all applications for the system
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16. Asset Details
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The second tab, Asset Details,
provides three categories of
information:
– General Information
– Financial Information
– Service Information
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The information displayed can
be entered manually or edited
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17. Asset Details – General Information
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The following information will
be populated automatically by
the System Client:
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Asset Name
Primary MAC Address
Manufacturer
Machine Model
Location
Function
The Site and Function will be
populated based on what you
already configured when
setting up Site Manager
Pictures and GPS locations are
provided when used with the
iOS / Android Asset Auditor App
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18. Asset Details – General Information
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Asset Number – Can be manually entered
Description – A brief description can be typed in
Date Installed is the date it was installed on the network
Last Inventoried/Audited is the date it was last verified for inventory
purposes – this gets automatically updated when using the iOS / Android
Asset Auditor App
Retired Date is the date that it no longer was considered an asset
Department – Departments can be added to help organize what the
systems were used for and what department used them. Ex.)Marketing,
Engineering.
Owner – Just like departments, you can add owners to show the primary
user of the system
Status – Choose whether a system is in use or retired
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19. Asset Details – Financial Information
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Most sections allow you to manually input information.
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20. Asset Details – Financial Information
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Some sections require you to add
predefined information. In this
example we have to add a
Vendor/Supplier
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After clicking Add a window pop up
displays where you can manually
enter the data point. In this
example we type in Dell.
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Dell will now display in that drop
down menu for Vendor/Supplier for
every systems financial information
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21. Service Information
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On the Service Information tab you can record details of an asset’s service
contract, including start and ending dates and vendor contact information.
Site Manager service tickets related to the asset are automatically displayed
here.
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22. Editing an Existing Asset
• To edit an existing asset, simply click anywhere
in the row of the desired asset you wish to
change.
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23. Importing Assets
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To import assets from a CSV file
click the blue arrow facing up.
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This will bring you to a new page
where you can browse and upload
a CSV file
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24. Exporting Assets
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To export assets, click the green arrow facing down.
This will generate a CSV file that you can save of the
results currently presented
You can export your assets based on the filtering options
chosen.
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25. Asset Dashboard
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By clicking the bar chart icon at the top you will be brought to the analytics
dashboard where you are presented with a variety of different widgets.
The widgets give you many different statistics and charts of your IT assets.
By clicking on a widget it will be presented at the top of the dashboard.
To close the Asset Dashboard and return the summary page, click the
icon at the top right.
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26. Removing a Widget
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To remove a widget from the dashboard, mouse-over the desired widget
you wish to remove. A red X will appear in the top right corner of the widget.
Click that red X to remove the widget.
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27. Adding a Widget
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To add a widget click the icon at
the top of the dashboard
This will expand the page to
include a drop down menu.
Click the drop down and select a
widget.
Once you have chosen the desired
widget, click the icon to the right.
It will now appear in your analytics
dashboard
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28. Exporting Widgets to PDF
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Once you have your dashboard
customized with the widgets you
wish to view, click the PDF button
to export the dashboard.
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The report will then appear in PDF
format
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29. Approving in Site Manager
• From the Drop Down Menu choose Asset Management.
• Press
to view a list of recent audits.
• Press reconcile on the Audit you completed.
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30. Reconcile Page
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On the Reconcile page you will see all assets that are new or edited during that audit.
Yellow indicates a new asset
Blue indicates that a change was made to a specific field(s)
Gray will show assets that were already reconciled and updated to the database.
You can choose to accept all changes made, or select all changes to certain assets
or fields by checking the appropriate checkboxes. For example, you can deselect the
description field if you do not wish to make any changes to any of the description
fields.
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