Asset management

Site Manager

Asset Management

Site Manager - Asset Management

Agenda

• Asset Summary• Filtering Assets• Settings

– Customizing Columns

• Adding Assets Manually• System Details

– Editing an Existing Asset

• Importing and Exporting Assets• Asset Reporting• Importing Assets• Exporting Assets• Asset Dashboard

– Removing Widgets– Adding Widgets– Exporting Widgets to a PDF

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Asset Summary• 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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Filtering Assets

• 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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Site Manager - Asset Management 5

Searching Assets

• You can search for Assets using the serah window• You can search by• Serial Number• Asset Number• Asset Name• Description


Settings

• 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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Customizing Columns

• 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.

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To close the settings page and return to the Asset Summary page, click the red X at the top right.


Customizing Columns

• 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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Adding Assets Manually

• 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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System Details

• 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:

– Detailed System Information– Hardware– System Network Adapters– System Storage Information– Installed Applications

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System Details

• The details for a system include motherboard, display adapter, memory slots and other valuable asset information

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Hardware Details

• 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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System Network Adapters• This tab populates the network adapters configured in the system to include

adapter speed, IP address, and more.

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System Storage Information

This tab will show logical and physical disk information

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Installed Applications

• Installed applications will display all applications for the system

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Asset Details

• The second tab, Asset Details, provides three categories of information:

– General Information– Financial Information– Service Information

• The information displayed can be entered manually or edited

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Asset Details – General Information

• The following information will be populated automatically by the System Client:

– 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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Asset Details – General Information

• 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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Asset Details – Financial Information

• Most sections allow you to manually input information.

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Asset Details – Financial Information

• Some sections require you to add predefined information. In this example we have to add a Vendor/Supplier

• After clicking Add a window pop up displays where you can manually enter the data point. In this example we type in Dell.

• Dell will now display in that drop down menu for Vendor/Supplier for every systems financial information

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Service Information

• 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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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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Importing Assets

• To import assets from a CSV file click the blue arrow facing up.

• This will bring you to a new page where you can browse and upload a CSV file

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Exporting Assets

• 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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Asset Dashboard

• 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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Removing a Widget

• 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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Adding a Widget

• 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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Exporting Widgets to PDF

• Once you have your dashboard customized with the widgets you wish to view, click the PDF button to export the dashboard.

• The report will then appear in PDF format

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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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Reconcile Page

• 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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