Symantec Asset Management Suite 7.5 powered by Altiris...

Symantec™ AssetManagement Suite 7.5powered by Altiris™technology User Guide

Symantec™ Asset Management Suite 7.5 poweredby Altiris™ technology User Guide

The software described in this book is furnished under a license agreement and may be usedonly in accordance with the terms of the agreement.

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Symantec Corporation350 Ellis StreetMountain View, CA 94043

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http://www.symantec.com

Technical SupportSymantec Technical Support maintains support centers globally. Technical Support’sprimary role is to respond to specific queries about product features and functionality.The Technical Support group also creates content for our online Knowledge Base.The Technical Support group works collaboratively with the other functional areaswithin Symantec to answer your questions in a timely fashion. For example, theTechnical Support group works with Product Engineering and Symantec SecurityResponse to provide alerting services and virus definition updates.

Symantec’s support offerings include the following:

■ A range of support options that give you the flexibility to select the right amountof service for any size organization

■ Telephone and/or Web-based support that provides rapid response andup-to-the-minute information

■ Upgrade assurance that delivers software upgrades

■ Global support purchased on a regional business hours or 24 hours a day, 7days a week basis

■ Premium service offerings that include Account Management Services

For information about Symantec’s support offerings, you can visit our website atthe following URL:

www.symantec.com/business/support/

All support services will be delivered in accordance with your support agreementand the then-current enterprise technical support policy.

Contacting Technical SupportCustomers with a current support agreement may access Technical Supportinformation at the following URL:


Before contacting Technical Support, make sure you have satisfied the systemrequirements that are listed in your product documentation. Also, you should be atthe computer on which the problem occurred, in case it is necessary to replicatethe problem.

When you contact Technical Support, please have the following informationavailable:

■ Product release level

■ Hardware information



■ Available memory, disk space, and NIC information

■ Operating system

■ Version and patch level

■ Network topology

■ Router, gateway, and IP address information

■ Problem description:

■ Error messages and log files

■ Troubleshooting that was performed before contacting Symantec

■ Recent software configuration changes and network changes

Licensing and registrationIf your Symantec product requires registration or a license key, access our technicalsupport Web page at the following URL:


Customer serviceCustomer service information is available at the following URL:


Customer Service is available to assist with non-technical questions, such as thefollowing types of issues:

■ Questions regarding product licensing or serialization

■ Product registration updates, such as address or name changes

■ General product information (features, language availability, local dealers)

■ Latest information about product updates and upgrades

■ Information about upgrade assurance and support contracts

■ Information about the Symantec Buying Programs

■ Advice about Symantec's technical support options

■ Nontechnical presales questions

■ Issues that are related to CD-ROMs, DVDs, or manuals



Support agreement resourcesIf you want to contact Symantec regarding an existing support agreement, pleasecontact the support agreement administration team for your region as follows:

[email protected] and Japan

[email protected], Middle-East, and Africa

[email protected] America and Latin America

mailto:[email protected]



Technical Support ............................................................................................... 4

Chapter 1 Introducing Asset Management Suite ............................ 10

About Asset Management Suite ...................................................... 10Components of Asset Management Suite .......................................... 11What you can do with Asset Management Suite .................................. 12Where to get more information ........................................................ 13

Chapter 2 Setting up Asset Management Suite ............................... 16

Required components of a fully functional Asset Management Suiteenvironment .......................................................................... 16

About installing Asset Management Suite .......................................... 18About licensing Asset Management Suite .......................................... 18Checking license usage ................................................................. 18About migrating data from earlier versions ......................................... 19Configuring settings for migrating legacy software licenses ................... 19

Chapter 3 Managing your organizational structure ....................... 20

Setting up your organizational structure ............................................ 20Creating a location .................................................................. 22Creating a cost center ............................................................. 23Creating a department ............................................................. 24Creating a user ...................................................................... 25Updating your organizational hierarchy manually .......................... 26

Chapter 4 Managing security in Asset Management Suite ........... 27

Managing security on an organizational group .................................... 27Assigning an organizational group to a security role ....................... 28Configuring security permissions for an organizational group ........... 29

Chapter 5 Managing configuration items ......................................... 30

Managing configuration items ......................................................... 30Configuring default data entry values .......................................... 32

Contents

Configuring ownership settings .................................................. 33Creating custom status values .................................................. 33Creating an edit view ............................................................... 34Creating a configuration item .................................................... 35Running configuration item maintenance tasks ............................. 36Adding a cost item to an asset .................................................. 39About tracking the total cost of an asset ...................................... 40Tracking the associations of a configuration item .......................... 40

Creating a custom configuration item type ......................................... 41Creating a custom data class .................................................... 42Creating a configuration item type .............................................. 44Adding a custom data class to a configuration item type ................. 45Creating a custom configuration item association type ................... 46

Chapter 6 Managing contracts ............................................................ 48

Setting up the environment for managing contracts ............................. 48Configuring accounting periods ................................................. 49Creating a cost type ................................................................ 49Creating a currency ................................................................ 50Configuring base currency settings ............................................ 51

Managing contracts ...................................................................... 51Creating a contract ................................................................. 52Configuring a contract expiration notification policy ........................ 54

Chapter 7 Managing your procurement process ............................. 57

Setting up the procurement environment ........................................... 57Creating a stockroom .............................................................. 58Creating a company ................................................................ 59Creating a procurement catalog ................................................. 60Adding items to the procurement catalog ..................................... 61Creating a bundle ................................................................... 62Replenishing stockroom quantities ............................................. 62

Performing the procurement ........................................................... 63Creating a purchase request ..................................................... 64Generating a purchase order .................................................... 64Generating an invoice ............................................................. 65Receiving an item ................................................................... 66

8Contents

Chapter 8 Managing software licenses ............................................. 68

Managing your software license compliance using the Softwareview ..................................................................................... 68Methods for gathering software inventory .................................... 69Creating a licensed software product .......................................... 72Editing software license information ........................................... 73Tracking the software license compliance .................................... 74

Managing your software license compliance on the Asset ManagementSolution pages ....................................................................... 76Creating a software product item ............................................... 78Associating a software product item to a software resource ............. 79Creating a software purchase item ............................................. 80Creating a software license item ................................................ 81Upgrading and renewing a software license ................................. 82

Chapter 9 Viewing the Asset Management Suite reports .............. 84

Viewing the Asset Management Suite reports ..................................... 84

Appendix A Reference topics .................................................................. 96

Predefined asset management security roles ..................................... 96Predefined configuration item types .................................................. 97About configuration item associations ............................................. 100About data input masks ................................................................ 101Receive Items page .................................................................... 102Software purchase item attributes .................................................. 106Software license item attributes ..................................................... 107

Index ................................................................................................................... 110

9Contents

Introducing AssetManagement Suite

This chapter includes the following topics:

■ About Asset Management Suite

■ Components of Asset Management Suite

■ What you can do with Asset Management Suite

■ Where to get more information

About Asset Management SuiteAsset Management Suite provides a management console, a database environment,and a suite of solutions that let you track assets and asset-related information. Thesuite includes Asset Management Solution, Barcode Solution, and CMDB Solution.Asset Management Suite specializes in tracking IT-related assets, such ascomputers and software. You can also use it to track other types of assets, suchas furniture and company cars.

In association with assets, you can record and track many types of documents anddocumented details. For example, you can track lease schedules, NDAs(non-disclosure agreements), SLAs (Service Level Agreements), and warrantyinformation. Contracts and contract details can be associated with assets so thatyou can easily view the contractual information that is related to specific assets.You can also configure the software so that it notifies you of the upcoming actionsthat are specified in a contract.

See “What you can do with Asset Management Suite” on page 12.

You can use the Symantec Management Console to view the value of an asset ora group of assets. You can use it to view the department, cost center, and user that

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is assigned to an asset. You can use it to improve your ability to allocate softwareand hardware costs to specific users and departments. You can also use it to keeptrack of software license details so that you avoid paying for the licenses that youdo not need.

Additionally, Asset Management Suite aligns with IT Infrastructure Library (ITIL)standards. It also helps you comply with international IT standards such as COBITand U.S. federal laws such as the Sarbanes-Oxley Act and HIPAA.

Components of Asset Management SuiteAsset Management Suite is a collection of solutions and components that run onthe Symantec Management Platform. Click the links to view individual release notesof the components.

Table 1-1 Components of Asset Management Suite

Link to User GuideDescriptionComponent

DOC5330Symantec Management Platform provides a set of services thatIT-related solutions can leverage. By leveraging these services,the solutions that are built on the platform can focus on their uniquetasks. They also can take advantage of the more general servicesthat the platform provides. The platform services also provide ahigh degree of consistency between the solutions, so that usersdo not need to learn multiple product interfaces.

Symantec Management Platform includes the followingcomponents:

■ Configuration Management Database (CMDB)■ Notification Server■ Symantec Management Console■ Symantec Management Agent for Windows, and for UNIX,

Linux, and Mac■ Network Discovery■ Software Management Framework■ Reports

SymantecManagementPlatform

DOC5681In conjunction with CMDB Solution (now a feature rather than aproduct), Asset Management Solution lets you set up and managedifferent asset management processes throughout the lifecycle ofyour assets. Asset management helps you manage the acquisitionof your assets, on-going costs, contracts, and software licensecompliance.

Asset ManagementSolution

11Introducing Asset Management SuiteComponents of Asset Management Suite

http://www.symantec.com/docs/DOC5330


Table 1-1 Components of Asset Management Suite (continued)

Link to User GuideDescriptionComponent

DOC5682Barcode Solution provides your organization with a simpler, moreaccurate way of gathering and verifying asset information in thefield. Barcode Solution lets you speed up asset data entry, reduceerrors, track and audit assets, and manage inventory.

Barcode Solution

DOC5691CMDB Solution lets you model configuration items, resources,and the relationships between them in a central database. It letsyou facilitate the identification of all components and relationships,and instigate any required changes. The solution actively managesresources according to user-specified instructions in jobs, tasks,configuration policies, and custom CMDB rules.

CMDB Solution

What you can do with Asset Management SuiteFrom acquisition to disposal, Asset Management Suite helps you accurately valueyour assets, track ownership, and maintain associations with related documents.

See “About Asset Management Suite” on page 10.

Asset Management Suite provides predefined templates and quick-start processesthat help you set up and manage the following asset management processes:

Asset Management Suite helps you track assets and otherresources. For each asset type that you want to track, you createa corresponding configuration item in the system. Templates areprovided to help you create items for computers, printers, phones,furniture, and other assets.

After you create items for each asset, you can create configurationitems for the details that you want to associate with the assets.You then specify the associations between the asset items andother items in your environment. For example, you can associatea computer with its purchase order, location, and user. Reportsand filters help you determine the status of the assets in yourenvironment.

See “Managing configuration items” on page 30.

Managing configurationitems.

12Introducing Asset Management SuiteWhat you can do with Asset Management Suite



Asset Management Suite helps you track software licenses andapplications. You create configuration items for software licensingelements in your environment. You then associate theselicense-related items with other information in your system.

Asset Management Suite provides you the templates that let youcreate software products, software licenses, and softwarepurchases. Reports and filters help you determine your softwarelicense compliance and requirements.

See “Managing your software license compliance using theSoftware view” on page 68.

See “Managing your software license compliance on the AssetManagement Solution pages” on page 76.

Managing your softwarelicense compliance.

Procurement describes the process of obtaining new objects,assets, or devices for your company.

Asset Management Suite provides the templates that help youcreate and manage procurement-related configuration items.Creating and using these item types lets you track assets andresources from the initial procurement process to the eventualdisposal. You can run reports and use filters to determine thestatus of items in your procurement process.

See “Performing the procurement” on page 63.

Managing yourprocurement process.

Asset Management Suite helps you manage and track yourcontracts. The contract item specifies the details of the agreementand includes attached source documents.

Asset Management Suite provides the templates that let you createcontracts, lease schedules, NDAs (non-disclosure agreements),and warranties.

See “Setting up the environment for managing contracts”on page 48.

Managing contracts.

Where to get more informationUse the following documentation resources to learn about and use this product.

13Introducing Asset Management SuiteWhere to get more information

Table 1-2 Documentation resources

LocationDescriptionDocument

The Supported Products A-Z page, which is available at the followingURL:

http://www.symantec.com/business/support/index?page=products

Open your product's support page, and then under Common Topics,click Release Notes.

Information about newfeatures and importantissues.

Release Notes

■ The Documentation Library, which is available in the SymantecManagement Console on the Help menu.

■ The Supported Products A-Z page, which is available at thefollowing URL:http://www.symantec.com/business/support/index?page=productsOpen your product's support page, and then underCommon Topics,click Documentation.

Information about how touse this product,including detailedtechnical information andinstructions forperforming commontasks.

User Guide

The Documentation Library, which is available in the SymantecManagement Console on the Help menu.

Context-sensitive help is available for most screens in the SymantecManagement Console.

You can open context-sensitive help in the following ways:

■ Click the page and then press the F1 key.■ Use the Context command, which is available in the Symantec

Management Console on the Help menu.

Information about how touse this product,including detailedtechnical information andinstructions forperforming commontasks.

Help is available at thesolution level and at thesuite level.

This information isavailable in HTML helpformat.

Help

In addition to the product documentation, you can use the following resources tolearn about Symantec products.

Table 1-3 Symantec product information resources

LocationDescriptionResource

http://www.symantec.com/business/theme.jsp?themeid=support-knowledgebaseArticles, incidents, andissues about Symantecproducts.

SymWISESupportKnowledgebase




http://www.symantec.com/business/theme.jsp?themeid=support-knowledgebase

Table 1-3 Symantec product information resources (continued)

LocationDescriptionResource

http://www.symantec.com/connect/endpoint-management/forums/endpoint-management-documentation

Here is the list of links to various groups on Connect:

■ Deployment and Imaginghttp://www.symantec.com/connect/groups/deployment-and-imaging

■ Discovery and Inventoryhttp://www.symantec.com/connect/groups/discovery-and-inventory

■ ITMS Administratorhttp://www.symantec.com/connect/groups/itms-administrator

■ Mac Managementhttp://www.symantec.com/connect/groups/mac-management

■ Monitor Solution and Server Healthhttp://www.symantec.com/connect/groups/monitor-solution-and-server-health

■ Patch Managementhttp://www.symantec.com/connect/groups/patch-management

■ Reportinghttp://www.symantec.com/connect/groups/reporting

■ ServiceDesk and Workflowhttp://www.symantec.com/connect/workflow-servicedesk

■ Software Managementhttp://www.symantec.com/connect/groups/software-management

■ Server Managementhttp://www.symantec.com/connect/groups/server-management

■ Workspace Virtualization and Streaminghttp://www.symantec.com/connect/groups/workspace-virtualization-and-streaming

An online resource thatcontains forums, articles,blogs, downloads,events, videos, groups,and ideas for users ofSymantec products.

SymantecConnect




http://www.symantec.com/connect/groups/deployment-and-imaging

http://www.symantec.com/connect/groups/discovery-and-inventory

http://www.symantec.com/connect/groups/itms-administrator

http://www.symantec.com/connect/groups/mac-management

http://www.symantec.com/connect/groups/monitor-solution-and-server-health

http://www.symantec.com/connect/groups/patch-management

http://www.symantec.com/connect/groups/reporting

http://www.symantec.com/connect/workflow-servicedesk

http://www.symantec.com/connect/groups/software-management

http://www.symantec.com/connect/groups/server-management

http://www.symantec.com/connect/groups/workspace-virtualization-and-streaming

http://www.symantec.com/connect/groups/workspace-virtualization-and-streaming

Setting up AssetManagement Suite


■ Required components of a fully functional Asset Management Suite environment

■ About installing Asset Management Suite

■ About licensing Asset Management Suite

■ Checking license usage

■ About migrating data from earlier versions

■ Configuring settings for migrating legacy software licenses

Required components of a fully functional AssetManagement Suite environment

Asset Management Suite lets you manage assets in your environment, set costdata, and manage the services and the licenses that are associated with the assets.


To achieve a fully functional Asset Management Suite environment, the followingcomponents must be in place on your network:

You need a server that provides Active Directory services.Active Directory server

Mail server is used to send out the notifications that are related toasset management processes.

Mail server

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On the SQL server, you set up the Configuration ManagementDatabase (CMDB).

SQL server

On Notification Server, you install all the main components ofAsset Management Suite:

■ Asset Management SolutionAsset Management Solution lets you set up and managedifferent asset management processes.See “What you can do with Asset Management Suite”on page 12.

■ Barcode SolutionBarcode Solution lets you speed up asset data entry, reduceerrors, track and audit assets, and manage inventory.For more information, see the topics about what you can dowith Barcode Solution in the Barcode Solution User Guide.

■ CMDB SolutionCMDB Solution lets you manage your data in the ConfigurationManagement Database (CMDB).For more information, see the topics about what you can dowith CMDB Solution in the CMDB Solution User Guide.

■ Data ConnectorData Connector lets you import and export resource databetween numerous external data sources and the CMDB. Forexample, you can import organizational view and groupmemberships and resource filter membership information.Additionally, you can export reports.

■ Inventory SolutionInventory Solution lets you add computer inventory data toyour asset management system and obtain an up-to-dateinventory of the computers in your network. Inventory Solutionis also required, if you want to take full advantage of thesoftware licensing features.For more information, see the topics about what you can dowith Inventory Solution in the Inventory Solution User Guide.

Notification Server

Barcode Manager must be installed on the laptop or workstationof each barcode technician. These computers become hosts forbarcode scanning devices. Barcode technicians use their hostcomputers to install the Barcoder on their handheld scanners.After the installation is accomplished, the handheld devices cancommunicate with Notification Server whenever they are connectedto the host systems.

Barcode Manager

17Setting up Asset Management SuiteRequired components of a fully functional Asset Management Suite environment

About installing Asset Management SuiteAsset Management Suite lets you track assets and asset-related information.


Before you install Asset Management Suite, be sure that your server environmentmeets the requirements for Symantec Management Platform. Symantec InstallationManager is a program that guides you through the installation of SymantecManagement Platform products.

For more information, see the topics about installing Symantec Management Platformproducts in the IT Management Suite Implementation Guide.

About licensing Asset Management SuiteEach solution in Asset Management Suite includes a trial license. You can registerand obtain extended trial licenses through Symantec Web site atwww.symantec.com. You can also purchase full product licenses.

For more information, see the topics about applying licenses to a solution in the ITManagement Suite Implementation Guide.


Checking license usageThe License Usage page lets you monitor the number of Asset ManagementSolution licenses that you own and that are in use.

A license is consumed each time you log in to the Symantec Management Consoleand use Asset Management Solution functions. Asset Management Solutionfunctions include software licensing, viewing or editing a contract, and viewing orediting a purchase order.

Asset Management Solution is licensed per concurrent connection. For example,if you simultaneously log in to the Symantec Management Console on two differentcomputers and use Asset Management Solution functions on both computers, twolicenses are consumed.


18Setting up Asset Management SuiteAbout installing Asset Management Suite

http://www.symantec.com/

To check license usage

1 In the Symantec Management Console, on the Settings menu, click AllSettings.

2 In the left pane, expand Service and Asset Management > AssetManagement Solution, and then click License Usage.

About migrating data from earlier versionsYou can migrate data from Notification Server 6.x and Symantec ManagementPlatform 7.0 environments to be used in your Symantec Management Platform 7.5environment. Note that the steps to migrate from Notification Server 6.x and fromSymantec Management Platform 7.0 are different.

For more information, see the topics about migrating data in the IT ManagementSuite Migration Guide version 6.x to 7.5 and in the IT Management Suite MigrationGuide version 7.0 to 7.5.

If you migrate data from a Notification Server 6.x, you must migrate legacy softwarelicense items to Symantec Management Platform 7.5.

For more information, see the topics about migrating legacy software license itemsin the IT Management Suite Migration Guide version 6.x to 7.5.

Configuring settings for migrating legacy softwarelicenses

Before you migrate your legacy software license items, configure the settings formigration.

For more information, see the topic about migrating legacy software license itemsin the IT Management Suite Migration Guide.

To configure settings for migrating legacy software licenses


2 In the left pane, expand Service and Asset Management > AssetManagement Solution, and then click Migrate Legacy Software Licenses.

3 In the right pane, configure the settings.

4 Click Save changes.

19Setting up Asset Management SuiteAbout migrating data from earlier versions

Managing yourorganizational structure


■ Setting up your organizational structure

Setting up your organizational structureOne of the main purposes of Asset Management Suite is to enable you to createand maintain associations among organizations, assets, and resources. For example,you can associate a computer with a user, a department, and a location. You canalso associate a department with a specific cost center. After you specify theselogical groups and associations, you can keep track of an asset. You can trackwhere an asset is located, who has it, and which department or cost center hasresponsibility for it.

Before you can make the associations, you must add organizational configurationitems into the Configuration Management Database (CMDB). The organizationalconfiguration item types let you enter organizational data and define the structureof your organization. Organizational configuration item types are the essentialbuilding blocks upon which all of your other asset and contract data is based.

Organizational configuration item types support a hierarchy for organizing theresources. Organizing information in a hierarchy simplifies management and accessto the data. You can view information at different levels of detail. For example, youcan look at the reports for all computers at a building, site, geographical region, orcompany level.

Before you enter any data, consider your organizational needs and the relationshipsthat the resources have with each other. Symantec recommends that you plan andset up organizational configuration items correctly at the beginning. However, youcan update and edit the organizational configuration items later. When you create

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an organizational configuration item, you can specify all data, including theassociation data. While you specify the association for a configuration item type,you can create an associated configuration type too. For example, you can specifya location for an asset from the already-created locations. Alternatively, you cancreate a new location from the same window and then associate the newly-createdlocation to the asset.

To create a configuration item, right-click a configuration item type, and then clickthe context menu option that lets you create a new configuration item.

Note: Ideally you would enter all data for a configuration item at once and thenmove on to the next configuration item. However, when you create an organizationalconfiguration item, it is often not possible. Organizational configuration items haveassociations with each other.

After you enter your organizational data and associate it with assets, contracts, andusers, the system automatically creates organizational groups under theorganizational views. Organizational groups offer a great benefit when you want tomanage your assets by location or department. For example, you can apply policiesand tasks separately to the different resource targets that you create from theorganizational groups. You can also create and configure site-specific security rolesto restrict each asset management team, so that they can only view and manageassets of their own site

See “Managing security on an organizational group” on page 27.

For more information, see the topics about organizational views and groups, andconfiguring resource security in the IT Management Suite Administration Guide.

Table 3-1 Process for setting up your organizational structure

DescriptionActionStep

When you set up your organizational structure in the Asset ManagementSuite, the first step is to create locations. The location organizational typelets you add geographical or physical locations into the ConfigurationManagement Database (CMDB).

See “Creating a location” on page 22.

Create locations.Step 1

The cost center organizational type lets you add your company's cost centersinto the CMDB.

Note that if you enter cost center data, and have not created a location, youcannot specify a location for a cost center.

See “Creating a cost center” on page 23.

Create cost centers.Step 2

21Managing your organizational structureSetting up your organizational structure

Table 3-1 Process for setting up your organizational structure (continued)


The department organizational type lets you add your company's departmentsinto the CMDB.

If you enter department data, and have not created a location and a costcenter, you cannot create according associations for a department.

See “Creating a department” on page 24.

Create departments.Step 3

The user configuration item type lets you enter data about people of yourcompany into the CMDB.

See “Creating a user” on page 25.

Create users.Step 4

When you set up your organizational structure in the Symantec ManagementConsole, the organizational items do not appear in theOrganizational Viewsand Groups list until the organizational hierarchy gets updated. By default,the automatic update runs every 30 seconds and updates the organizationalhierarchy.

If you have disabled the automatic updating of organizational hierarchy, youmust use the Update Organizational Hierarchy task to manually refreshthe hierarchy.

See “Updating your organizational hierarchy manually” on page 26.

(Optional) Update theorganizational hierarchymanually.

Step 5

Creating a locationThe Location organizational type lets you add geographical or physical locationsinto the Configuration Management Database (CMDB). If your company has multiplesites around the world, you can use the geographical locations, such as country,state, and city, to create a location for each site. You can then associate the assetsof each site with the locations that you define. Physical locations, such as building,floor, and cubicle, let you create separate locations at a single site. You can thenassociate assets of each building, floor, or cubicle to its corresponding location.

You can associate each location with its manager and with a cost center. Whenyou enter data for a location, you can also specify the hierarchy for it. For example,you can create a location for the United States, and then create sub-locations forthe states, such as California, Utah, and Texas.

Note that on the Location page, all location items are displayed in the flat list. Youcan see the hierarchy of the locations on the Organizational Views and Groupspage.

For more information, see the topics about organizational views and groups in theIT Management Suite Administration Guide.


This task is a step in the process for setting up your organizational structure.

See “Setting up your organizational structure” on page 20.

To create a location

1 In the Symantec Management Console, on theHomemenu, click Service andAsset Management > Manage Configuration Items.

2 In the left pane, expand Organizational Types.

3 Right-click Location and click Create Location.

4 In the Create configuration item window, give the location a name.

5 (Optional) To create a hierarchy, under Location Hierarchy, specify the parentlocation for the item that you currently edit.

You can also first insert all locations and then use the bulk edit function to adda parent location to a group of locations at once. To add a parent location toa group of locations, do the following:

■ Select the locations to which you want to add the parent location.

■ Right-click one of the locations, and then click CMDB Functions >Assignment Functions > Assign Parent Location.

■ In the Select a Resource dialog box, select the parent location, and thenclick OK.

6 (Optional) If you enter the Location To Subnet parameter and then enablethe Update Network Resource Location task, the task automatically assignsthis location to the network devices that belong to the entered subnet.

For more information, click the page and then press F1.

7 Click OK.

Creating a cost centerThe Cost Center organizational type lets you add your company's cost centers intothe Configuration Management Database (CMDB). Cost centers are associatedwith the departments or other sections of the company that create costs. Forexample, an engineering department, IT department, or services department caneach include one or more cost centers. The managers of these cost centers areresponsible for approving all asset purchases and ensuring that the expendituresare kept within budgets.

With each cost center, you can associate a location and a manager of a cost center.However, if your organization has a single cost center that spans multiple locations,you do not use this field. You can then only specify a cost center for each location.



The Cost Center configuration item type lets you create a hierarchical structure ofthe cost centers in your company. Note that on the Cost Center page, all costcenter items are displayed in the flat list. You can see the hierarchy of the costcenters on the Organizational Views and Groups page.




To create a cost center



3 Right-click Cost Center and click Create Cost Center.

4 In the Create configuration item window, give the cost center a name andspecify the Cost Center Code.

You use Cost Center Code value for accounting related data.

5 To create a child cost center, under Cost Center Hierarchy, select a parentcost center.

6 Click OK.

Creating a departmentThe Department organizational type lets you add your company's departments intothe Configuration Management Database (CMDB). You associate each departmentwith a location, cost center, and a barcode that is used for physical audits. TheDepartment configuration item type also lets you specify a manager for thedepartment.

When you enter data for a department, you can specify its hierarchical positionwithin the company. Note that on the Department page, all departments aredisplayed in the flat list. You can see the hierarchy of the departments on theOrganizational Views and Groups page.





To create a department



3 Right-click Department and click Create Department.

4 In theCreate configuration itemwindow, specify the details of the department.

5 To create a child department, under Department Hierarchy, select a parentdepartment.

6 Click OK.

Creating a userThe User configuration item type lets you enter data about people of your companyinto the Configuration Management Database (CMDB). The User configuration itemtype is associated with the company and the department configuration item types.You can also specify a manager for a user.

When you use Asset Management Suite for the first time, you do not have to insertuser data manually. Symantec recommends that you use Microsoft Active DirectoryImport to enter all your company's existing users into the CMDB. If the user datathat you import also contains department data, you can use it to automatically assignusers to the departments. To accomplish this task, you must enter the departmentdata before you import the user data.

You can add users manually in the Symantec Management Console when youneed to add a few users at a time. For example, when you add information aboutnew hires.



To create a user manually in the Symantec Management Console



3 Right-click User and click Create User.

4 In the Create configuration item window, specify the details of the user.

5 Click OK.


Updating your organizational hierarchy manuallyWhen you add new locations, cost centers, or departments in the SymantecManagement Console, the items do not appear in the Organizational Views andGroups list until the organizational hierarchy gets updated. By default, the automaticupdate runs every 30 seconds and updates the organizational hierarchy.

In large environments, Symantec recommends that you disable the automaticupdate task to improve the performance. You can disable it on the OrganizationalHierarchy Settings page that you access from the Settings menu, at All Settings> Service and Asset Management > CMDB Solution.

If you have disabled the automatic updating of the organizational hierarchy, youcan use the Update Organizational Hierarchy task to manually refresh thehierarchy on demand. You can run this task immediately or on a specified schedule.For example, you need to run the task after every import of your organizationaldata.

This task is an optional step in the process for setting up your organizationalstructure.


To update organizational hierarchy manually

1 In the Symantec Management Console, on the Manage menu, click Jobs andTasks.

2 In the left pane, expand System Jobs and Tasks > Service and AssetManagement > CMDB, and then click Update Organizational Hierarchy.

3 On the Update Organizational Hierarchy page, add the organizationalhierarchies that you want to update.

4 (Optional) Under Task Status, schedule the task.




Managing security in AssetManagement Suite


■ Managing security on an organizational group

Managing security on an organizational groupManaging security is an important part of asset management. Setting up the securityproperly ensures that your data is secure while permitting users to have the accessthey need.

In most environments, you have different users who need various degrees of accessto the Asset Management Suite features. These users might be data input workers,managers, or administrators. Each type of user has different access needs. Forexample, a supervisor user needs the rights to verify and update resource entries.A manager user needs to access the reports. An administrator user needs the rightsto do everything. To set up security roles for all types of users, you can modify thepredefined asset management security roles, or you can create new security roles.

See “Predefined asset management security roles” on page 96.

In a large and a complex organization that has offices in several countries, additionalsecurity management might be necessary. For example, you might want to restricteach asset management team, so that they can only view and manage the assetsfor their own site. To accomplish this task, you need to create and configuresite-specific security roles.

Managing security on an organizational group involves two main steps. You assignan organizational group to a security role, and then you set the security permissionsfor the organizational group.

4Chapter

Table 4-1 Process for managing security on an organizational group


When you want to manage security on an organizational group, the first stepis to create the custom security roles. Custom security roles can help youbetter manage the assets that are dispersed over multiple sites ororganizational units.

For more information, see the topics about creating and configuring a securityrole in the IT Management Suite Administration Guide.

(Optional) Create acustom security role.

Step 1

After you create a security role, you can assign an organizational group toit. Only users who are assigned to this security role can view and managethe assets of this organizational group.

See “Assigning an organizational group to a security role” on page 28.

Assign an organizationalgroup to a security role.

Step 2

To control what a security role can do with asset records of an organizationalgroup, you must configure its security settings.

See “Configuring security permissions for an organizational group”on page 29.

Configure securitypermissions for anorganizational group.

Step 3

Assigning an organizational group to a security roleAssigning an organizational group to a security role lets you specify the users whocan view and manage the assets in this organizational group. You can assign anorganizational group to a predefined or to a custom security role. If you want toassign the organizational group to a custom security role, you must create thecustom security role first.

For more information, see the topics about creating and configuring a security rolein the IT Management Suite Administration Guide.

This task is a step in the process for managing security on an organizational group.


To assign an organizational group to a security role

1 In the Symantec Management Console, on the Manage menu, click AllResources.

2 In the left pane, expand any organizational view, right-click an organizationalgroup that you want to assign to a security role, and then clickManage Security> Assign Management Rights.

3 In the Assign Management Rights dialog box, select the security role.

4 Click OK.

28Managing security in Asset Management SuiteManaging security on an organizational group

Configuring security permissions for an organizational groupSecurity permissions let you control the actions that the users of a security role canperform with asset records in an organizational group.

This task is a step in the process for managing security on an organizational group.


To configure security permissions for an organizational group

1 In the Symantec Management Console, on the Manage menu, click AllResources.

2 In the left pane, expand any organizational view, right-click an organizationalgroup for which you want to configure the security permissions, and then clickSecurity.

3 In the Security Role Manager dialog box, in the Role list, click the securityrole that you want to configure.

4 Configure the security permissions.


29Managing security in Asset Management SuiteManaging security on an organizational group

Managing configurationitems


■ Managing configuration items

■ Creating a custom configuration item type

Managing configuration itemsAsset Management Suite lets you manage and track the assets that you have inyour environment. For each item that you want to manage, you enter informationinto the Configuration Management Database (CMDB) as a configuration item entry.Asset Management Suite provides you with the predefined configuration item typesthat let you manages different types of assets. Configuration item types are thetemplates that define the data that you can store about a specific configuration itemin the CMDB. These configuration items can be assets, locations, invoices,schedules, users, contracts, and so on.

A configuration item type consists of the following components:

The base configuration item type is the foundation on which aconfiguration item type is built. A configuration item type inheritsthe data classes of the base configuration item type.

Base configuration itemtype

Data classes are the building blocks of a configuration item type.Each data class defines the attributes that you can record abouta configuration item.

Data classes

Configuration item association types create associations betweenconfiguration items and allow related data to be linked together.

Configuration itemassociation types

5Chapter

Table 5-1 Process for managing configuration items


Before you enter the asset data into the database, you can set up yourenvironment for managing configuration items. For example, you can createcustom status values and custom configuration item types. To simplify andspeed up the data entry, you can set the default data entry values and createcustom edit views.

See “Configuring default data entry values” on page 32.

See “Configuring ownership settings” on page 33.

See “Creating custom status values” on page 33.

See “Creating an edit view” on page 34.

See “Creating a custom configuration item type” on page 41.

Set up the environmentfor managingconfiguration items.

Step 1

Gathering and entering asset information is one of the first steps in assetmanagement. You must create a configuration item for each asset that youwant to track. You can create configuration items through manual entry,scanning of the asset during the receiving process, or importing of the assets.You can also gather inventory data about the computers on your network,and then have each computer automatically created as a configuration item.

See “Creating a configuration item” on page 35.

After you create a configuration item, you can manage and track it throughits whole lifecycle.

Create configurationitems.

Step 2

You can run different asset maintenance tasks related to asset ownership,merging of duplicate computers or users, inventory synchronization, andnetwork resource location.

See “Running configuration item maintenance tasks” on page 36.

Perform configurationitem maintenance tasks.

Step 3

When you add cost items to an asset, you can later use that information todetermine the total cost of ownership and chargeback.

See “Adding a cost item to an asset” on page 39.

See “About tracking the total cost of an asset” on page 40.

Track the total cost of anasset.

Step 4

31Managing configuration itemsManaging configuration items

Table 5-1 Process for managing configuration items (continued)


You can view and track the configuration item data through the lists, editpage, reports, and Resource Association Diagram.

You can access the configuration item reports on the Reports page, underReports > Service and Asset Management > Assets.

TheResource Association Diagram lets you view a configuration item andall its associated configuration items. In a large environment, this graphicmakes it easier to track down an asset and its dependencies.

See “Tracking the associations of a configuration item” on page 40.

View and track theconfiguration item data.

Step 5

Configuring default data entry valuesThe default data entry values automatically populate the fields on the configurationitem creation page and let you save data entry time. For example, if most of thecontracts in your company are assigned to the same user, you can set that useras the default. Then you only need to change the default value when the contractis assigned to a different user.

Note: When you import data, the default values are not applicable.

This task is a step in the process for managing configuration items.


To configure default data entry default values


2 In the left pane, expand Service and Asset Management > CMDB Solution,and then click Default Values.

3 In the right pane, click the item for which you want to set the default values.


4 In the Data Entry default values dialog box, specify the default values, andthen click OK.



Configuring ownership settingsMultiple users, departments, and cost centers can partly own the same configurationitem. CMDB Solution lets you assign ownership percentage to a configuration itemso that you can define the percentage that each of the multiple users, departments,or cost centers owns. To allow a configuration item to have multiple owners youmust configure ownership settings.



To configure ownership settings


2 In the left pane, expand Service and Asset Management > CMDB Solution,and then click Ownership Settings.

3 In the right pane, under Ownership Style, in the drop-down list, click one ofthe following options to allow a configuration item to have multiple owners:

■ MultipleOnce you set multiple ownership, you can no longer go back to singleassociation.

■ Multiple With WarningOnce you set multiple with warning ownership, you receive a notificationwhen you assign ownership to a currently owned asset.

4 To specify what type of owners to keep in the event of a conflict of ownership,in the right pane, under Ownership Rule, in the drop-down list, click one ofthe following options:

■ User Precedence

■ Department Precedence


Creating custom status valuesFor some resources, you might need to use a status that is not one of the predefinedvalues. In this situation, you can create a custom status value.

Warning: If you assign a custom status to an asset, it becomes inactive and doesnot appear in the reports. Instead of using custom statuses, Symantec recommendsthat you create a custom status as a Location and assign the asset to this location.




To create custom status values


2 In the left pane, expand Service and Asset Management > CMDB Solution,and then click CMDB Global Settings.

3 In the right pane, in the Custom Status box, type the name of the customstatus value, and then click Add.


Creating an edit viewWhen you open the page to create or edit a configuration item, the default edit viewopens. On the default edit view, you can specify information for all the data classattributes that apply to this configuration item type. On the default edit view, youcan also create all associations that are possible for this configuration item type. Ifyou do not need to insert some data or you prefer to insert the data in a differentorder, you can edit the default views. You can also create new views.

Customized edit views let you simplify and speed up the process of creating andediting configuration items by enabling you to control which fields and options aredisplayed.



To create an edit view

1 Open the dialog box to create or edit a configuration item.

See “Creating a configuration item” on page 35.

2 In the dialog box, in the View drop-down list, click Manage Views....

3 In the Change Edit Views dialog box, click New, insert the name of the view,and then click OK.


4 Select the Data classes and Associations that are displayed on the Editconfiguration item page when you select the view.

Symantec suggests that you select theData classes andAssociations basedon your data entry roles.

Check Share this Edit Page View with other Asset users, if you want toallow everyone to use this view.


Creating a configuration itemConfiguration items represent the resources and information that you want to trackin your environment. Gathering and entering asset information is one of the firststeps in asset management. You must create a configuration item for each assetthat you want to track. To create a configuration item, you can use the predefinedconfiguration item types that Asset Management Suite provides. You can also createand use custom configuration item types.

See “Predefined configuration item types” on page 97.


You can manually create configuration items or they can be automatically created.You must manually create configuration items for non-networked assets like officeequipment, racks, and monitors. For networked devices, you can use inventorymanagement tools to automate the task of creating a configuration item. Forexample, you can gather inventory data about computers on your network, andthen have each computer automatically created as a configuration item.



To manually create a configuration item

1 In the Symantec Management Console, on the Manage menu, click Assets.

2 In the left pane, expand the desired folder.

3 To create a configuration item, right-click a configuration item type, and thenclick the context menu option that lets you create a new configuration item.

4 In the Create configuration item window, specify the details of theconfiguration item.

5 Do one of the following:

■ Click Save and create new, to save the data and create the next item.

■ Click Apply, to save the data and continue editing the same item.


■ Click OK, to save the data and close the window.

Note that in the configuration items list, you must click Refresh to display thechanges.

To automatically create a configuration item for a network device

1 In the Symantec Management Console, on the Actions menu, click Discover> Import Microsoft Active Directory.

2 Specify the import settings and click Apply.

Each identified device is set up as a configuration item in the system.

3 (Optional) To view the configuration items, in the Symantec ManagementConsole, on theHomemenu, clickService andAsset Management >ManageConfiguration Items, and then click the correct folder and configuration itemtype.

Running configuration item maintenance tasksCMDB Solution lets you model configuration items for any component in yourenvironment and the relationships between them in a centralized database. It letsyou identify all components and relationships and to instigate any required changes.The solution actively manages configuration items according to user-specifiedinstructions in jobs, tasks, configuration policies, and custom CMDB rules.



To run configuration item maintenance tasks


2 In the left pane, under Jobs and Tasks, expand System Jobs and Tasks >Service and Asset Management > CMDB, and then click one of the followingtasks:

This task lets you synchronize the owner of a computer assetwith the primary user who is reported through basic inventory.By default, the primary user of a computer is the person whohas logged in the most during a particular month. Thisinformation is stored in a Inv_AeX_AC_Primary_User table.

The recommended schedule is to run the task daily duringoff peak hours.

Assign Computer'sOwnership to be thePrimary User


This task resolves conflicts between theAsset User Ownersresource association and the Ownership Details data class.Ownership conflicts can occur when several departments orusers own the same resource. The Asset User Ownersresource association associates an asset with a user resourceor a department resource, and the Ownership Details dataclass keeps track of the ownership percentage. If the CleanOwnership task finds a conflict between the Asset UserOwners resource association and the Ownership Detailsdata class, the ownership resource association takesprecedence, and the data class is updated.

The recommended schedule is to run the task every 12 hours.

Clean Ownership

This task automatically merges the computers that haveidentical System Number, Serial Number, or Barcode inthe Configuration Management Database (CMDB).

When you use theDuplicate ComputerMerge task to mergecomputers, the following restrictions apply:

■ TheDuplicate Computer Merge task only lets you mergetwo computers that have duplicate system numbers, serialnumbers, or barcodes in CMDB.

■ One of the duplicate computers to be merged must be amanaged computer and the other must be an unmanagedcomputer. You cannot merge two unmanaged computers.

The recommended schedule is to run the task daily duringoff-peak hours.

Duplicate ComputerMerge

This task merges the users that have duplicate UserId andDomain or Given Name and Surname information in theCMDB.


Duplicate User Merge

This task deletes inventory data from the Asset ManagementSuite inventory data classes and the Inventory Solution dataclasses for the resources that are no longer in use. Afterinventory data for a resource is deleted, financial and othernon-inventory data is still available.


Inventory Clean Up


This task synchronizes the following data contained in boththe Asset Management Suite data classes and the inventorydata classes:

■ Serial Number■ System Number■ Manufacturer■ Model

If the task detects that the Asset Management Suite dataclasses already contain data for any of these items, it doesnot overwrite the data in the Asset Management Suite dataclasses with the inventory data.


Inventory To AssetSynchronization

To merge duplicate resources for resource types other thancomputers and users, you must create a merge rule with theResource Merge Rule task.


Resource Merge Rule

This task uses asset subnet information gathered from themost recent inventory scan to automatically update thelocation data of an asset.


Update NetworkResource Location

This task updates the Organizational Hierarchy groups tomatch the associations in the database.

See “Updating your organizational hierarchy manually”on page 26.

Update OrganizationalHierarchy

3 In the Task Status section, click New Schedule.

4 In the New Schedule dialog box, schedule the task, and then click Schedule.




Adding a cost item to an assetA cost item is an expenditure that relates to or adds to the value of an asset. Forexample, you can add the cost of an extra disk drive to the value of a computer.The additional value is added as a cost item.



To add a cost item to an asset using the context menu

1 In the assets list, right-click an asset, and then click Asset Functions > AddCost Item.

2 In the Add Cost Item to Asset dialog box, specify the settings, and then clickOK.

To add a cost item to an asset using the scheduled task


2 In the left pane, right-click the folder where you want to save the task, and thenclick New > Task.

3 In the Create New Task dialog box, in the left pane, expand Service andAsset Management > Asset Management, and then click Add Cost Items.

4 In the right pane, click Select a Resource to select one or more assets.

5 In the Select a Resource dialog box, Ctrl-click the items to which you want toadd a cost item, click > to move the items to the Selected items list, and thenclick OK.

6 In the Cost Items section, click Add to select the cost type and add a costitem entry.

7 In the Cost Items section, click on each field to enter cost item information.

8 Click OK.

9 On the Add Cost Items task page, in the Task Status section, click NewSchedule.

10 In the New Schedule dialog box, schedule the task, and then click Schedule.




About tracking the total cost of an assetAsset Management Suite lets you track all the costs that occur during the lifecycleof an asset.

On average, 25% of an asset costs come from the initial purchase and 75% of thecosts are the services and the indirect costs that arise later. Tracking the total costlets you keep track of all the costs that incur against an asset, a user, or anorganization.

To track the costs that are associated with an asset, you use the cost items. Youcan apply the cost items to an asset manually on the Edit configuration item page,or automatically through the procurement process or through imports.

Tracking the total cost may involve any or all of the following costs:

■ Initial purchase cost

■ Contract costsAny contractual costs that are related to an asset are included in the total costof an asset. For example, the software licenses that a computer uses.

■ Costs of the additional fixed assets or consumable itemsFor example, you buy a mouse for a computer or replace the toner for a printer.The receiving feature in procurement process lets you automatically apply afixed asset or a consumable item as a cost item to an existing resource.

■ Maintenance, servicing, and technical support costsYou can extend cost items by customizing a workflow to apply cost items to anasset if a certain event occurs. For example, you can apply a cost item whenan incident ticket is resolved with a particular closure code.



Tracking the associations of a configuration itemThe Resource Association Diagram displays a graphic that shows a configurationitem and all its associated configuration items. The Resource Association Diagramlets you view relationships between assets, users, locations, departments, and costcenters. In a large environment, this graphic makes it easier to track down an assetand its dependencies. For example, when a technician works on an incident andneeds to review all of the details about the asset.




To track associations of a configuration item

1 In the Symantec Management Console, on the Manage menu, click Assets.

2 In the left pane, click the desired configuration item type.

3 In the configuration items list, right-click the configuration item that you wantto track, and then click CMDB Functions > Resource Association Diagram.

4 (Optional) Adjust the Resource Association Diagram view according to yourrequirements.


Creating a custom configuration item typeAsset Management Suite provides predefined configuration item types (also knownas resource types) for many types of assets.

See “Predefined configuration item types” on page 97.

If the predefined configuration item types do not meet all your requirements, youcan define custom configuration item types. You can create the custom configurationitem types in the following ways:

You customize the predefined configuration item types if they donot fully meet your requirements. For example, for some assetsyou might have information that cannot be stored in the existingdata classes of the predefined configuration item types. In thissituation you can define and add custom data classes and customconfiguration item association types to the predefined configurationitem types.

Customize thepredefined configurationitem types.

You can create new configuration item types if the predefined itemtypes are insufficient to represent the items in your environment.Symantec recommends that when you create a new configurationitem type, you specify a base configuration item type for it. Thenew configuration item type inherits the data classes, associations,and functionality from the base configuration item type. To extendthe definition of the base configuration item type, you add customdata classes and custom resource association types to it.

Create newconfiguration item types.

41Managing configuration itemsCreating a custom configuration item type

Table 5-2 Process for creating a custom configuration item type


When the existing data classes of a configuration item type do not let youstore all the information that you want, you create custom data classes.

See “Creating a custom data class” on page 42.

Create a custom dataclass.

Step 1

You create new configuration item types only when the predefinedconfiguration item types do no let you manage all the resources that youhave in your environment.

See “Creating a configuration item type” on page 44.

(Optional) Create aconfiguration item type.

Step 2

After you create the custom data classes, you can add them to a predefinedconfiguration item type or to a new configuration item type that you create.

See “Adding a custom data class to a configuration item type” on page 45.

Add a custom data classto a configuration itemtype.

Step 3

For the data types that you want to link to other configuration item types,you create custom association types.

See “Creating a custom configuration item association type” on page 46.

Creating a customconfiguration itemassociation type.

Step 4

Creating a custom data classData classes are the building blocks of a configuration item type. They representthe categories of data that you want to record about a configuration item. Forexample, theComputer configuration item type contains theCost Items data class,the Manufacturer data class, the Serial Number data class and so on.

CMDB Solution includes many predefined data classes that let you define newconfiguration item types. However, if the predefined data classes are not sufficientto clearly identify the configuration item types in your environment, you can createcustom data classes. When you create a data class, you can customize it by adding,editing, and deleting its attributes. Note that you cannot modify or delete thepredefined data classes.

A data class can be visualized as a table in the Configuration Management Database(CMDB). Each data class has a set of attributes that define its properties.

A data class has the following components:


Data class attributes define the data that data classes store. Dataclass attributes appear as fields when you enter data. After youadd a data class attribute to a data class, you can edit certainaspects of the attribute. You can edit the description and controlif it is hidden, but you cannot delete the description from the dataclass. You cannot add data class attributes to a predefined dataclass. For example, the Manufacturer data class contains theManufacturer Name and Model data class attributes.

Data class attribute

Data class attribute parameters specify the characteristics of adata class attribute such as name, description, and maximumlength of the attribute. For each data class attribute, you mustspecify values for each of the parameters. You can specify thetype, number, and order of characters in a field. For example, thename to be entered into the Manufacturer Name data classattribute might have a parameter of fewer than 256 characters.

Data class attributeparameter

This task is a step in the process for creating a custom configuration item type.


To create a custom data class


2 In the left pane, expand Notification Server > Resource and Data ClassSettings > Data Classes > CMDB Data Classes, right-click the folder whereyou want to create a custom data class, and then click New > Editable DataClass.


3 On the New Editable Data Class page, give the data class a name and addthe attributes.

The name of the database table that is linked to the data class is created fromthe name of this data class. It begins with the prefix Inv_ followed by the dataclass name. The spaces in the data class name are replaced with theunderscore character. Note that the table name persists even if you later changethe name of the data class.

Warning: Symantec recommends that you omit special characters from thecustom data class names because they may cause errors.



After you create the data class, you can associate it with any configuration itemtype. To add the data class to a configuration item type, go to Settings >Notification Server > Resource andData Class Settings > Resource Types,click the configuration item type where you want to add the data class, andthen in the right pane, click Add data classes.

Creating a configuration item typeAsset Management Suite provides predefined configuration item types for manytypes of assets. However, sometimes the predefined configuration item types arenot sufficient and you might need to create your own configuration item types. Forexample, if you want to manage your tablet computers separately from othercomputers, you can create a new configuration item type for tablet computers.



To create a configuration item type


2 In the left pane, expand Notification Server > Resource and Data ClassSettings > Resource Types, right-click the folder where you want to createa custom configuration item type, and then click New > Resource Type.


3 On the New Resource Type page, give the configuration item a name andspecify its settings.

If you specify the Base Resource Type, the created configuration item typeinherits all data classes, associations, and functionality of the selected baseconfiguration item type. Base configuration item types let you take advantageof built-in features such as asset aggregation, reporting, and accounting data.Any configuration item type can serve as a base configuration item type. Nospecial configuration is required to allow a configuration item type to be a baseconfiguration item type.


5 (Optional) To make it easier to access the custom configuration item type,create a link to this configuration item type in the CI Management portal.

To create the link, do the following:

■ In the Symantec Management Console, on the CI Management page, inthe left pane, right-click the folder where you want to place the link, andthen click New > Resource Type Link.

■ In the Select a Resource Type dialog box, click the custom configurationitem type, and then click OK.

Adding a custom data class to a configuration item typeAfter you create a custom data class, you can add it to a predefined configurationitem type or to a new configuration item type that you create.



To add a custom data class to a configuration item type


2 In the left pane, expand Notification Server > Resource and Data ClassSettings > Resource Types, and then click the item to which you want to adda custom data class.

3 On the configuration item type page, under Data Classes, click Add dataclasses.


4 In the Items Selector dialog box, check the data class that you want to add,and then click Save Changes.

Note that once you add data into the custom data class, you cannot removethis data class from the configuration item type anymore. You can only edit theEdit configuration item page view so that it does not display the fields of thecustom data class.


Creating a custom configuration item association typeA configuration item association type (also known as a resource association type)lets you link resources for more convenient access to associated data. You canthen easily track the data about related configuration items. A configuration itemassociation type is a template for creating a child to parent relationship betweenconfiguration items. This association links child configuration items to a parentconfiguration item. You can associate a computer monitor with a computer, a cellphone with a user, and several pieces of equipment with a lease. For example, thePower to Network Resource association type represents a group of networkresources that are directly connected to the power rather than covered by a backuppower system (UPS).

When you create a configuration item association type, a new field appears in thechild configuration item type. The field contains the list of configuration items thatthe parent configuration item type defines. You can associate any of them with thechild configuration item type. For example, you can create a configuration itemassociation type that links the Monitor configuration item type to the Computerconfiguration item type. The Monitor configuration item type includes the field withthe list of computers that you can associate with the monitor.

If the predefined associations of a configuration item type do not meet all yourrequirements, you can create custom configuration item associations. For example,you might want to associate a contract to each of your vendors as part of the contractmanagement. In Asset Management Suite, the default associations of a Contractconfiguration item type do not let you create such an association. In this case youcan create a custom configuration item association type.




To create a custom configuration item association type


2 In the left pane, expand Notification Server > Resource and Data ClassSettings > Resource Associations > CMDB Association Types, right-clickthe folder where you want to create a custom association type, and then clickNew > Editable Association Type.

3 On the New Editable Association Type page, give the association a nameand specify its details.


To create an association between a contract and a vendor, configure the detailsas follows:

■ TypeContract's Vendor, as the name of the new editable association type.

■ In the Reverse Display name box, type Vendor's Contracts.

■ For the From Type configuration item type, select Contract.

■ For the To Type configuration item type, select Company.

■ In the Minimum Cardinality box, type 0.

■ In the Maximum Cardinality box, type 1.Note that when you create a new association, you can only specify theminimum cardinality and maximum cardinality from parent to child. Thecardinality from child to parent is always from 0 to many, and you cannotchange it.

■ Under Enable Editing From, check Contract, and in the drop-down list,click Resource Association Picker for Asset.



Managing contracts


■ Setting up the environment for managing contracts

■ Managing contracts

Setting up the environment for managing contractsBefore you can create contracts in Asset Management Suite, you must set up theprerequisite configuration item types for contracts. The Quick Start - ContractsWeb part displays the items that must be completed in the order shown, when youfirst begin managing contracts in Asset Management Suite.

See “Managing contracts” on page 51.

Table 6-1 Process for setting up the environment for managing contracts


An accounting period represents a yearly range of dates that correspondsto a set of financial records or reports.

See “Configuring accounting periods” on page 49.

Configure accountingperiods.

Step 1

A cost type specifies a type of expense and lets you logically group expenses.Cost type attributes affect depreciation values, group allocation, and otherreporting areas. Asset Management Suite includes predefined cost types,but you can add custom cost types if you need to.

See “Creating a cost type” on page 49.

Create cost types.Step 2

The currency configuration item type lets you specify different currenciesand their rates compared to the base currency.

See “Creating a currency” on page 50.

Create currencies.Step 3

6Chapter

Table 6-1 Process for setting up the environment for managing contracts(continued)


After you specify the base currency, you can use the currency values andrates with the currency convertor.

See “Configuring base currency settings” on page 51.

Configure basecurrency.

Step 4

Configuring accounting periodsAn accounting period represents a yearly range of dates that corresponds to a setof financial records or reports. For example, an accounting period for a tax yearcan start on June 1, and it can be divided quarterly into three-month ranges.

The following accounting periods are provided:

■ My Book

■ My Tax

■ My Custom

The accounting period settings that you define appear in the Purpose Type andin the Period parameters of several reports. For example, these settings appearin theDepreciation ByAssignedCost Center report. In these reports, thePurposeType parameter lets you select an accounting period. You can then select a rangeof dates from the Period parameter.

This task is a step in the process for setting up the environment for managingcontracts.

See “Setting up the environment for managing contracts” on page 48.

To configure accounting periods


2 In the left pane, expand Service and Asset Management > AssetManagement Solution, and then click Accounting Periods.

3 In the right pane, configure the accounting period.


Creating a cost typeA cost type lets you specify a type of expense and logically group expenses. Costtype attributes affect depreciation values, group allocation, and other reporting

49Managing contractsSetting up the environment for managing contracts

areas. The default cost types of Asset Management Suite are contract, externalsupport, install, internal support, and purchase. If the default cost types are notsufficient, you can add custom cost types.



To create a cost type

1 In the Symantec Management Console, on theHomemenu, click Service andAsset Management > Contracts.

2 In theContract Management portal, in theQuick Start - ContractsWeb part,click Cost Type.

3 In the Create configuration item window, enter the name of the cost type andspecify whether the cost is internal.

An internal cost refers to expenses within an organization. For example, aninternal cost is a cost for an employee to perform a task or the cost of a utilitythat keeps systems running.

4 Click OK.

Creating a currencyIf your company uses multiple currencies in its asset transactions, you can createthese currencies in your system. Currency values and rates can be used with thecurrency convertor.



To create a currency


2 In theContract Management portal, in theQuick Start - ContractsWeb part,click Currency.

50Managing contractsSetting up the environment for managing contracts

3 In the Create configuration item window, enter the name, the standardthree-letter code, and the rate of the currency.

Symantec recommends that you set the base currency rate to 1.00. You thenset other currencies to their respective exchange rates as they compare to thebase currency.

4 Click OK.

Configuring base currency settingsBefore you can perform currency conversions and other finance-related operations,you must establish a base currency.



To configure a base currency


2 In the left pane, expand Service and Asset Management > AssetManagement Solution, and then click Base Currency.

3 In the right pane, add the currencies that you want to use in the system, andthen select the currency that you want to use as the base currency.

Warning: You cannot change the base currency after it has been saved.


Managing contractsContract configuration items in Asset Management Suite let you insert and trackthe contract-related data in your environment. For example, you can enter detailsabout lease schedules, warranties, and the agreements that you have signed withyour vendors or other business partners. After you create contract configurationitems, you can associate them with other items in your system. For example, youcan create a contract item that specifies the contract details, and then associate itwith a new computer purchase. This association lets you track the document-relateddetails of the new computer.

Before you can create and manage your contracts, you must set up yourenvironment.

51Managing contractsManaging contracts


Table 6-2 Process for managing contracts


To track leases and contracts, you must create corresponding configurationitems in the Configuration Management Database (CMDB).

See “Creating a contract” on page 52.

Create contracts.Step 1

A contract expiration notification policy is an automation policy that sendsan email notification before a contract is due to expire. A reminder runsbefore the expiration date to give you time to create an efficient migration orreplacement strategy.

See “Configuring a contract expiration notification policy” on page 54.

Configure contractexpiration notificationpolicies.

Step 2

You can access the contract management reports in the SymantecManagement Console, on the Reports page, under Reports > Service andAsset Management > Contract Management.

View contract reports.Step 3

Creating a contractTo track leases and contracts, you enter the necessary data into the ConfigurationManagement Database (CMDB). If your contract data is stored in paper form, youneed to input the data manually in the Symantec Management Console. If you haveyour contract data available in electronic format, you can import it into the CMDB.Symantec recommends that you use the predefined contract configuration itemtypes to enter your contract data.

The predefined contract configuration item types in Asset Management Suite letyou manage your contracts as follows:

A contract configuration item type lets you enter data for any typeof contract. For example, you can enter the contracts that youhave signed with your vendors.

Contract

A lease schedule lets you track lease payments, associatedresources, and the duration of leases. You can set notificationpolicies to remind you that a lease is due to expire.

Lease Schedule


After you create multiple lease schedules, you can combineaccounting details into a master lease for total cost of ownershipreports, generic schedule, and overall summary information. Forexample, your organization leases several computers and printersfrom the same vendor. You can then create a master lease andlink all the lease schedules that are associated with these leasedassets. A master lease lets you quickly view summary details forall leased equipment from one supplier. For example, you canview payments, schedules, and serial numbers for coveredhardware.

Master Lease

A non-disclosure agreement (NDA) lets you protect the sensitiveinformation about your organization that you share with yourbusiness partners or contractors. An NDA configuration item typelets you insert the NDAs that are signed for your company or theNDAs that your company signs for the other companies.

NDA

Warranties consist of hardware details, schedule, and financialinformation. The warranty contract type lets you track theinformation that relates to the warranty. For example, you cantrack payments, expiration date, and associated serial numbers.

Warranty

An SLA specifies the services that a vendor or a service providerfurnishes under a particular contract.

Service LevelAgreement

This task is a step in the process for managing contracts.


To create a contract


2 In the left pane, under Contract Management, expand Contract Types.

3 Right-click a contract type, and then click the context menu option that lets youcreate a new contract.


4 In the Create configuration item window, specify the details of the contract.

To use the contract expiration notification feature, you mustenter the end date of the contract.

End Date

For a Lease Schedule and a Warranty, you can specify thehardware that this contract covers.

Covered Hardware

Note that in Asset Management Suite, you can only specifythe UNC path of the contract file. You cannot upload thedocument.

AssociatedDocuments

5 Click OK.

Configuring a contract expiration notification policyA contract expiration notification policy is an automation policy that sends an emailnotification 30, 60, or 90 days before a contract is due to expire.

Note that the Software License configuration item type also has an expiration datebecause it uses the base configuration item type of Contract. Therefore theautomation policy also sends out an email notification when a software license isabout to expire.

A reminder runs before the expiration date to give you time to create an efficientmigration and replacement strategy.

By default, the automation policies send the notifications to the system administrator.However, if you assign owners to the contracts, you might want the contract ownerto be notified instead.

Warning:After you configure the automation policy to send a notification to a contractowner, you must make sure that all the contracts have an assigned owner. If acontract does not have an assigned owner, the contract expiration notification isnot sent. To avoid this situation, you can make the system administrator the defaultowner for all new contracts.

See “Configuring default data entry values” on page 32.

This task is a step in the process for managing contracts.



To configure a contract expiration notification policy

1 In the Symantec Management Console, on the Manage menu, clickAutomation Policies.

2 In the automation policies list, click one of the following:

■ Contracts expiring in the next 30 days



3 Specify the schedule and other settings of the automation policy.

4 Click Edit input parameter.

5 In the Edit Job/Task Input Parameters dialog box, in the To box, type theemail address, and then click OK.


7 (Optional) Click Test Automation Policy.

If the automation policy works correctly, it sends an email to the email addressthat you specified.

8 On the toolbar, click Turn on.

To configure a contract expiration notification policy to send an email notificationto the contract owner


2 In the automation policies list, click one of the following:




3 On the contract expiration notification policy page, click Edit query.

4 In the Data Source dialog box, on the Query tab, in the left pane, clickvContract, and then click Actions > Add Joins.

5 In the Joins dialog box, do the following:

■ In the first drop-down list, leave the type LeftOuter.

■ In the second drop-down list, click vUser.

■ In the bottom left drop-down list, click [vContract].[_AssignedUserGuid].

■ In the bottom right drop-down list, click Guid.


■ Click OK.

6 In the Data Source dialog box, on the Fields tab, click Add.

7 In the Add Fields & DataClass Attributes dialog box, click [vUser].[Email],and then click OK.

8 In the Data Source dialog box, click OK.

9 On the contract expiration notification policy page, click Edit input parameter.

10 In the Edit Job/Task Input Parameters dialog box, in the To drop-down list,click Email, and then click OK.




Managing yourprocurement process


■ Setting up the procurement environment

■ Performing the procurement

Setting up the procurement environmentProcurement describes the process of obtaining new objects, assets, or devicesfor your company. Asset Management Suite helps you manage your procurementprocess and provides the templates that help you create and manageprocurement-related configuration items. Creating and using these configurationitems lets you track assets and resources for their entire lifecycle. You can also runreports and use filters to determine the status of items in your procurement process.

TheQuick Start - ProcurementWeb part displays the items that must be completedin the order shown, when you first begin working in the Procurement portal. Firstyou must set up the stockrooms, supplier companies, and catalogs, and then youenter the catalog items. After you prepare the procurement environment, you cancreate purchase requests and purchase orders.


Table 7-1 Process for setting up the procurement environment


Creating a stockroom is the first step of preparing the procurementenvironment. A stockroom lets you keep track of the catalog items.

See “Creating a stockroom” on page 58.

Create a stockroom.Step 1

7Chapter

Table 7-1 Process for setting up the procurement environment (continued)


Before you can create procurement catalogs, you must create companyconfiguration items for suppliers from whom you purchase assets andconsumables.

See “Creating a company” on page 59.

Create suppliercompanies.

Step 2

Procurement catalogs house the information that you need to request assets.

See “Creating a procurement catalog” on page 60.

Create procurementcatalogs.

Step 3

After you create a procurement catalog, you must populate it with theconsumables, assets, or software that users can request.

See “Adding items to the procurement catalog” on page 61.

Add items to theprocurement catalogs.

Step 4

Bundles let you group frequently ordered catalog items together.

See “Creating a bundle” on page 62.

(Optional) Createbundles.

Step 5

The Replenish Stockroom Quantities automation policy helps you keeptrack of the quantities of the consumable items in the stockroom. This policyalso performs a reorder, if necessary.

See “Replenishing stockroom quantities” on page 62.

(Optional) Keep track ofthe consumable items instock.

Step 6

Creating a stockroomStockrooms are part of the procurement feature in Asset Management Suite. Astockroom lets you physically hold the assets and the consumables that are readyfor distribution into the environment. It also lets you store spare equipment until itis needed.

When you define a stockroom, you must assign it to a location and associate a useras the stockroom manager. Before you create a stockroom, make sure that youhave the location and the manager of the stockroom defined in the ConfigurationManagement Database (CMDB).

At this time, a stockroom can only contain consumable configuration items. However,you may also want to assign fixed assets to a stockroom. The best practice is tocreate a location for each stockroom using the same name as the stockroom. Whenyou place a fixed asset in a stockroom, you then change its status to In Stock andupdate its Location to reflect the stockroom. To see all fixed assets that are placedin the stockroom, filter the Assets by Type, Status, Department, Cost Centerand Location report by Asset Status and Location parameters.

This task is a step in the process for setting up the procurement environment.

58Managing your procurement processSetting up the procurement environment

See “Setting up the procurement environment” on page 57.

To create a stockroom

1 In the Symantec Management Console, on theHomemenu, click Service andAsset Management > Procurement.

2 In the left pane, right-click Stockroom, and then click Create Stockroom.

3 In the Create configuration item window, do the following:

■ Give the stockroom a name, assign it to a location, and then associate astockroom manager.For the system to work properly, ensure that the stockroom manager hasa valid email address.

■ UnderConsumables In Stock, add the consumable catalog items that youwant to keep in this stockroom. Note that theConsumables In Stock itemsmust first exist in the procurement catalog and be defined as consumablecatalog items.The consumable catalog items are generally less important assets that arenot tracked as individual resources. You only monitor the quantity of theseitems in stock and order new items when the quantity becomes too low. Tomake it easier to keep track of the consumable items and their quantitiesin stock, you can set up notifications and automation for reordering.See “Replenishing stockroom quantities” on page 62.

■ If you plan to use the reorder feature, specify the Stock Order Details data.

4 Click OK.


See “Creating a user” on page 25.

Creating a companyThe Company configuration item type lets you specify data for the internal or theexternal companies in the Configuration Management Database (CMDB).

For internal companies, the Company configuration item lets you create the toplevel of your company's organizational hierarchy, if you have subsidiaries. In somesituations, a single company consists of multiple smaller companies. The Companyconfiguration item type lets you record data about these companies. If you havestructured your configuration item management system as a single company, thisconfiguration item type might not be needed for internal company data.

For external companies, you can use the Company configuration item type to insertdata of the companies from whom you purchase assets. In the procurement featureof Asset Management Suite, these companies are called suppliers.


Additionally, the Company configuration item type gets populated by the SoftwareManagement Framework. The Software Discovery scan collects data about theinstalled software and creates the software resources with the minimum metadata:the company (vendor) name, software name, and version.

Note that the Company configuration item type does not let you create a hierarchicalstructure of companies.



To create a company


2 In the left pane, expand Organizational Types, right-click Company, and thenclick Create Company.

3 In the Create configuration item window, specify the details of the company.

4 Click OK.

Creating a procurement catalogThe procurement catalog contains the information that you need to requestconsumables, assets, or software. The procurement catalog is directly associatedwith the supplier company.

See “Creating a company” on page 59.



To create a procurement catalog


2 In the left pane, expand Catalogs, right-click Catalog, and then click CreateCatalog.

3 In the Create configuration item window, give the catalog a name and specifythe supplier for the catalog.

Symantec recommends that you give the catalog the same name as the suppliercompany that is associated with it.

4 Click OK.


Adding items to the procurement catalogAfter you create the procurement catalog, you can populate it with the followingtypes of items:

You do not track consumable catalog items once you give them out.You only track how much it costs to buy these items. For example,consumable catalog items are cables and toners. The cost of aconsumable catalog item is charged directly from a cost center ordepartment. The owner of a consumable catalog item can be a costcenter or a department.

Consumablecatalog item

Fixed assets are usually purchased for a particular user. The owner ofa fixed asset catalog item can be a user or a department. For example,fixed asset catalog items are computers, monitors, and desks.

Fixed assetcatalog item

Software is purchased for a particular user or group of users. The ownerof a Software Catalog item can be a user or a department.

Software catalogitem

Note that many suppliers provide an electronic form of their catalogs. You can useData Connector Solution to import these catalogs into the Configuration ManagementDatabase (CMDB).

For more information, see the topics about managing CMDB data with DataConnector in the IT Management Suite Administration Guide.

After you add the items to the procurement catalog, users can start requestingpurchases of these items.



To add items to the procurement catalog


2 In the left pane, expand Catalogs, right-click the catalog item type, and thenclick the context menu option that lets you create a catalog item.

3 In the Create configuration item window, give the catalog item a name andspecify the catalog to which you want to add it.

For Fixed asset catalog item, you must also specify the Resource Type.

4 Click OK.


Creating a bundleBundles let you group frequently ordered catalog items together. For example, youcan create an equipment bundle for a new tester. This bundle contains two monitors,a desktop production computer, a keyboard, a mouse, a laptop, two test computers,and a switch box. If you need to order such set of items frequently, you can createa bundle rather than have to select all the individual items each time you order.Note that you can add bundles only to a purchase request.



To create a bundle


2 In the left pane, expand Catalogs, right-click Bundle, and then click CreateBundle.

3 In the Create configuration item window, give the bundle a name and addthe items that you want to be part of this bundle.

Note that you must have the items inserted into the procurement catalog first.

See “Adding items to the procurement catalog” on page 61.

4 Click OK.

Replenishing stockroom quantitiesYou can use your stockrooms with the Replenish Stockroom Quantitiesautomation policy. This policy automatically keeps track of the quantities of theconsumable items in the stockroom, and performs a reorder if necessary.

For each consumable item that is listed underStockOrder Details of the stockroom,the task checks the quantity in a stockroom with the same Cost Center orDepartment. If it is less than the Order Level, the policy creates a purchase orderwith a quantity of Number To Order. The policy also sends an email notificationto the stockroom manager to report that the purchase order is created.



To replenish stockroom quantities


2 In the automation policies list, click Replenish Stockroom Quantities.


3 On the Replenish Stockroom Quantities page, specify the schedule of thepolicy and the actions that should be performed.



Performing the procurementThe procurement process lets you obtain new objects, assets, or devices for yourcompany. Before you can start the procurement process, you must prepare theprocurement environment.


Table 7-2 Process for performing the procurement


The creation of a purchase request initiates the procurement process.

You must manually create the purchase request in the SymantecManagement Console.

See “Creating a purchase request” on page 64.

Create a purchaserequest.

Step 1

Symantec recommends that you use the purchase requests to generate thepurchase orders. However, you can also create a purchase order manually.

See “Generating a purchase order” on page 64.

After you create a purchase order and send it to the supplier, the procurementprocess pauses until the items on the order arrive.

Generate a purchaseorder.

Step 2

When a shipment arrives, you generate an invoice in the SymantecManagement Console in preparation for receiving the items. Use the purchaseorder to generate the invoice.

See “Generating an invoice” on page 65.

Generate an invoice.Step 3

As the final step of the procurement process, you receive the items and placethem in the stockroom or pass them to the owner.

When you receive an item, you can specify how you want to handle it. Youcan create a new resource in the Configuration Management Database(CMDB) or you can update the existing item.

See “Receiving an item” on page 66.

Receive items.Step 4

You can access the procurement reports in the Symantec ManagementConsole, on the Reports page, under Reports > Service and AssetManagement > Procurement.

(Optional) Viewprocurement reports.

Step 5

63Managing your procurement processPerforming the procurement

Creating a purchase requestTo order any assets or software items, you must create a purchase request.

Warning: If you plan to create the purchase requests in the Symantec ManagementConsole, restrict Procurement portal permissions so that only managers or userswho have purchasing approval authority can create purchase requests. The reasonfor this restriction is that the purchase request form includes a global setting thatlets you approve the request and move to the next stage in the procurement process.

This task is a step in the process for performing the procurement.


To create a purchase request in the Symantec Management Console


2 In the left pane, right-click Purchase Request, and then clickCreate PurchaseRequest.

3 In the Create configuration item window, specify the stockroom, requestor,and the catalog items that you want to purchase.

You must specify the quantity for each line item.

You can specify an owner for each line item separately. If you do not specifythe owner, the system automatically sets the requestor as the owner of all lineitems.

4 Set the Approval Status to Approved, and then click OK.

Generating a purchase orderA purchase order is a document that you send out to a supplier to order the itemsthat your company requires. You can generate purchase orders from the purchaserequests that you receive. You can also create purchase orders manually.

A purchase request can contain a mix of catalog item types and items from differentcatalogs. For example, a purchase request can contain a Dell computer, Dell monitor,Hewlett-Packard keyboard and mouse, Cables Direct ethernet cable, and MicrosoftOffice software. When you generate a purchase order from the purchase request,the system automatically checks the supplier of each catalog item on the purchaserequest. For each different supplier company, the system creates a separatepurchase order.

Note that before you can generate a purchase order, the Approval Status of thepurchase request must be set to Approved.




To generate a purchase order


2 In the left pane, click Purchase Request.

3 To generate a purchase order, do one of the following:

■ Open the purchase request for editing and in the Edit configuration itemwindow, click Generate.

■ In the right pane, right-click the purchase request and then click GeneratePurchase Order.

When you use the Generate option in the Edit configuration item window togenerate the purchase order, you can choose to have selected line items goacross to the purchase order. If you use the right-click method, all of the lineitems are processed.

Generating an invoiceWhen a shipment arrives, you generate an invoice in the Symantec ManagementConsole. Use a purchase order to generate the invoice. The invoice contains catalogitems from one supplier and is expected to be a copy of the invoice that you receivefrom the supplier company. To the invoice that you generate in the SymantecManagement Console, you can attach the physical invoice that your supplier sends.



To generate an invoice


2 In the left pane, click Purchase Order.

3 To generate an invoice, do one of the following:

■ Open the purchase order for editing and in the Edit configuration itemwindow, click Generate.

■ In the right pane, right-click the purchase order and then click GenerateInvoice.


When you use the Generate option in the Edit configuration item window togenerate the invoice, you can choose to have selected line items go across tothe invoice. If you use the right-click method, all of the line items are processed.

Receiving an itemAs the final step of the procurement process, you receive the catalog items andplace them in the stockroom or pass them to the owner. The system automaticallycreates a receiving slip to record the receiving action.

To accommodate different workflows, you can receive items from a purchaserequest, purchase order, or invoice. Note that if you receive items from a purchaserequest, you must split up any bundles into their individual catalog items.

When you receive an item, you can specify whether you want to create a newresource for this item or update the existing catalog item. The receiving processhandles each type of catalog item differently:

When you receive a consumable catalog item to a stockroom, thesystem creates a new consumable catalog item or increases its quantityin the stockroom. You do not track consumable catalog items once yougive them out.

Consumablecatalog item

When you receive a fixed asset catalog item, the system creates a newresource in the Configuration Management Database (CMDB) orupdates an existing asset. You can track the fixed asset catalog itemfor its entire lifecycle.

Fixed assetcatalog item

When you receive a software catalog item, it becomes a softwarepurchase configuration item in the CMDB.

Software catalogitem



To receive an item


2 In the left pane, click one of the following:

■ Invoice

■ Purchase Order

■ Purchase Request

3 In the right pane, right-click the invoice, purchase order, or purchase request,and then click Receive Items.


4 In the Receive Items dialog box, specify the stockroom where you want toplace the items.


See “Receive Items page” on page 102.

5 Click Receive.


Managing software licenses


■ Managing your software license compliance using the Software view

■ Managing your software license compliance on the Asset Management Solutionpages

Managing your software license compliance using theSoftware view

Asset Management Suite lets you audit software license compliance by comparingthe number of the software product installations to the number of purchased licenses.

Managing the software licenses in your environment lets you easily report softwarelicense compliance for software audits. It minimizes the risk that software installationsexceed the number of software licenses. Software license compliance reports letyou plan your future software purchases more accurately.

To set up software license compliance, you must first collect data about the softwarethat is installed on your client computers. After you discover the software, you insertinformation about the purchased licenses. Software license items let you tie togetherthe software product information and the number of purchased licenses.

If you have Asset Management Suite and Client Management Suite or ITManagement Suite installed, you can manage your software licenses using theSoftware view. If you do not have Client Management Suite or IT ManagementSuite installed, you can use Asset Management Solution pages to manage yoursoftware licenses.

The Software view lets you manage software licenses in your environment with afew easy steps.

8Chapter

Note: If you only install Asset Management Suite, the Software view is not installed.The Software view is only available when you install IT Management Suite or ClientManagement Suite.

For more information, see the topics about the Software view in the IT ManagementSuite Administration Guide.

See “Managing your software license compliance on the Asset Management Solutionpages” on page 76.

Table 8-1 Process for managing your software license compliance using theSoftware view


Software inventory collects information about the applications that areinstalled on your client computers. To gather software inventory, you musthave the Inventory Solution installed on your Notification Server and theInventory plug-in installed on your client computers.

For more information, see the topics about gathering your software inventoryin the Inventory Solution User Guide.

See “Methods for gathering software inventory” on page 69.

Gather softwareinventory.

Step 1

To create a licensed software product, you identify the filter rules that definethe software product and specify the software license data.

See “Creating a licensed software product” on page 72.

Create a licensedsoftware product.

Step 2

The Software Product dialog box lets you perform key software licensemanagement tasks. For example, you can create licenses for the samesoftware product or add purchases to an existing license. You can alsoaccess and edit the full software license contract or the full software licensepurchase within the Asset Management Solution pages.

See “Editing software license information” on page 73.

(Optional) Edit softwarelicense information.

Step 3

After you enter the necessary data, you can track the software licensecompliance.

See “Tracking the software license compliance” on page 74.

Track software licensecompliance.

Step 4

Methods for gathering software inventoryYou can gather inventory about the software applications that are installed in yourenvironment. For example, you can gather information about the application version,build number, and manufacturer.

69Managing software licensesManaging your software license compliance using the Software view

Note: If a manufacturer does not provide the version of the software, a version isnot populated for the relevant software component.

When you perform a software inventory, you can use different methods to gatherdifferent types of data.

Table 8-2 Methods for gathering software inventory

DescriptionMethod

This software inventory method scans the file system onmanaged computers and reports software inventory basedon the software application .EXE files that are found. Forexample, it reports file name, size, path, and so on.

To gather basic software application file inventory onmanaged Windows and UNIX, Linux, and Mac computers,you create, configure, and turn on the inventory policy withthe File Properties - manufacturer, version, size, internalname, etc. box checked.

To gather basic standalone inventory on unmanagedWindows computers, you create, configure, and run thestand-alone inventory package with the File Properties -manufacturer, version, size, internal name, etc. boxchecked.

Basic software application fileinventory


Table 8-2 Methods for gathering software inventory (continued)

DescriptionMethod

This software inventory method uses theSoftware Discoverytask to collect the information about the installed softwareapplications.

On Windows computers, you can gather information aboutthe applications that are in the Add or Remove Programslist of managed computers (MSI cache). Note that whenInventory Solution is installed, it turns off any schedules forthe Software Discovery task. Instead, it uses the schedulesof the Inventory policies that use it.

On UNIX, Linux, and Mac computers, you can gatherinformation about the software packages on managedcomputers.

To use this method on managed Windows, UNIX, Linux, andMac computers, you create, configure, and turn on theinventory policy with the Software –Windows Add/RemovePrograms and UNIX/Linux/Mac software packages boxchecked. This box is checked by default.

To use this method on unmanaged Windows computers, youcreate, configure, and run the stand-alone inventory packagewith the Software –Windows Add/Remove Programs boxchecked.

Inventory of WindowsAdd orRemove Programs list andUNIX/Linux/Mac softwarepackages

On managed Windows computers, this software inventorymethod lets you use rules to identify specific softwareapplications.

To use this method, you run the Targeted SoftwareInventory policy.

On managed UNIX, Linux, and Mac computers, this methodlets you collect information about the installed softwareapplications using the filescan.rule file. The softwareinventory agent compares a list of applications in thefilescan.rule file with the actual file system data todetermine which applications are installed.

Targeted software inventoryon Windows computers

Software inventory using thefilescan.rule file onUNIX, Linux, and Maccomputers


Table 8-2 Methods for gathering software inventory (continued)

DescriptionMethod

The Software Catalog Data Provider is a component ofInventory Solution that can be used to import softwareinventory data into the Software Catalog. The SoftwareCatalog Data Provider is installed with Inventory Solution.

The Software Catalog Data Provider provides a list of knownsoftware applications and predefined software products thatis imported in the Configuration Management Database(CMDB). When you perform software inventory, the gathereddata about software applications can be compared to the listof known applications and predefined software products. Ifthe application data matches, it helps ensure that yoursoftware inventory data is accurate and lets you manageinstalled software at the product level.

Gathering softwareinformation and validating itusing the Software CatalogData Provider

(Windows only)

Creating a licensed software productA software product lets you record the details that are associated with the softwarein your environment. For example, you can create the software product items thatrepresent the software programs, such as Norton Ghost 15.0, Microsoft WindowsServer 2003 Enterprise Edition, and Adobe Photoshop CS4.

The software products have a package or a command line associated to them, andthey are available for delivery to network resources. In the Software view, thelicensed software products that you create appear under the Licensed, Adobe, orMicrosoft saved search.

This task is a step in the process for managing your software license complianceusing the Software view.

See “Managing your software license compliance using the Software view”on page 68.

To create a licensed software product

1 In the Symantec Management Console, on theManagemenu, click Software.

2 In the navigation pane, under Installed Software, click Newly DiscoveredSoftware.

3 In the list pane, select the software component for which you want to create alicensed software product.

4 In the software details pane, click Manage this software.


5 In the Software Product dialog box, on the Identify inventory tab, specifythe filter rules that define the software product .


6 In the Software Product dialog box, on the Licenses tab, make sure thatLicensable product is checked, and then click Add License Purchase.

7 In the Add License Purchase dialog box, enter software license and softwarepurchase information, and then click Add.

8 In the Add Software Product dialog box, click OK.

After you save a software product with its associated software purchase andsoftware license information, the options to see and edit the full records ofsoftware license and software purchase within the Asset Management Suitepages become available.

See “Software purchase item attributes” on page 106.

See “Software license item attributes” on page 107.

Editing software license informationAfter you create a licensed software product, you can go back and edit its detailswhen necessary. For example, you can create licenses for the same softwareproduct or add purchases to an existing license. You can also access and edit thefull software license contract or the full software license purchase within the AssetManagement Suite pages.

You can access the software products that you license in the Software view, underLicensed, Adobe, or Microsoft saved searches.



To edit software license information


2 In the list pane, click the software product that you want to edit.

3 In the software details pane, click Manage Licenses.

4 In the Software Product dialog box, on the Licenses tab, do one of thefollowing:


■ Click Add License Purchase.■ In the Add License Purchase dialog box, change the name

of the license, enter the necessary information, and then clickOK.

Note that only when you change the Name of the software licensea new license item is added to the software product.

To create anadditional licensefor the samesoftware product.

■ Click the software license to which you want to add a purchase,and then click Add License Purchase.

■ In theAdd License Purchase dialog box, enter the necessaryinformation, and then click OK.

To add anadditionalpurchase to anexisting license.

■ Click the software license or software purchase that you wantto edit, and then click the Edit (yellow pencil) icon on thetoolbar.

■ In the Add License Purchase dialog box, click Edit fullsoftware license contract or Edit full software licensepurchase.

■ In the Edit configuration item window, edit the details of thesoftware license contract or software license purchase, andthen click OK.

To edit the fullsoftware licensecontract or the fullsoftware licensepurchase.


5 In the Software Product dialog box, click OK.

Tracking the software license complianceAfter you insert all necessary data and create the associations, you can track thesoftware license compliance in your environment.

You can use the Software view or Resource Manager to check the software licensecompliance of a single software. In the Licensing Reports Web Part, on theSoftware Product Licensing Compliance tab, you can view the software licensecompliance report for all your software.

To see the most accurate data in Resource Manager and in the Software Licensingportal, the Software Product Licensing Recalculation Operation Taskmust run.By default, this task is scheduled to run during off-peak hours. You can access thetask on the Jobs / Tasks page, under Jobs and Tasks > System Jobs and Tasks> Service and Asset Management > Contract Management.





You can also track the software license compliance by location using the SoftwareProduct Licensing Compliance By Location report. To view the report, ensurethat the installation location is associated with the software purchase and thecomputers. Ensure that you run the Software Product Licensing RecalculationOperation Task before generating the report to get the updated data.

To track your software license compliance in the Software view


2 In the navigation pane, under Installed Software, click Licensed, and thenselect a software product in the list pane.

3 In the software details pane, you can view the information about software usageand software licenses.


Note that the software license compliance graphic does not includenon-inventoried, borrowed, or upgraded licenses. It only shows the count ofpurchased licenses as compared to the count of software product installsdetected in the environment.

To track your software license compliance in Resource Manager

1 In the Symantec Management Console, on theHomemenu, click Service andAsset Management > Software Licensing.

2 In the left pane, click Software Product.

3 In the Software Product list, right-click the software product, and then clickResource Manager.

4 In Resource Manager, on the Summaries menu, click Software ProductLicensing Summary.

To track your software license compliance in the Software Licensing portal


2 In the right pane, in the Licensing Reports Web Part, click the SoftwareProduct Licensing Compliance tab.


To track your software license compliance by location in the Software Licensingportal

1 In the Symantec Management Console, on theReportsmenu, clickAll reports.

2 In the Reports pane on the left, click Service and Asset Management >Contract Management > Software Licensing > Software Product LicensingCompliance By Location to view the software license compliance by locationreport.

Alternatively, on the Home menu, click Service and Asset Management >Software Licensing. In the left pane, click Service and Asset ManagementReports > Contract Management > Software Licensing > Software ProductLicensing Compliance By Location.

Alternatively, on the Home menu, click Service and Asset Management >Manage Configuration Items. In the left pane, click Service and AssetManagement Reports > Contract Management > Software Licensing >Software Product Licensing Compliance By Location.

Managing your software license compliance on theAsset Management Solution pages

Asset Management Suite lets you audit software license compliance by comparingthe number of the software product installs to the amount of purchased licenses.

Managing the software licenses in your environment lets you easily report softwarelicense compliance for software audits. It minimizes the risk that software installsexceed the amount of software licenses. Software license compliance reports letyou plan your future software purchases more accurately.

To set up software license compliance, you must first collect data about the softwarethat is installed on your client computers. After you discover the software, you insertinformation about the purchased licenses. Software license items let you tie togetherthe software product information and the amount of purchased licenses.

If you have Asset Management Suite and Client Management Suite or ITManagement Suite installed, you can manage your software licenses using theSoftware view in the Symantec Management Console. If you do not have ClientManagement Suite or IT Management Suite installed, you can use AssetManagement Solution pages to manage your software licenses.

To track and manage software license compliance using the Asset ManagementSolution pages, you must insert the software-related configuration items and createthe necessary associations.

76Managing software licensesManaging your software license compliance on the Asset Management Solution pages

Note that the process of managing your software license compliance using AssetManagement Solution pages provides more options than the Software view in theSymantec Management Console provides. For example, when you use the AssetManagement Solution pages, you can create and manage the software productsthat are not installed in your environment.

Note: Some of the options that are required for managing your software licensecompliance using Asset Management Solution pages are not available if you haveAsset Management Suite and Client Management Suite or IT Management Suiteinstalled. In this case, you must manage software license compliance through theSoftware view.


Table 8-3 Process for managing your software license compliance on the AssetManagement Solution pages


Software inventory collects information about the applications that areinstalled on your client computers. To gather software inventory, you musthave the Inventory Solution installed on your Notification Server and theInventory plug-in installed on your client computers.

For more information, see the topics about gathering your software inventoryin the Inventory Solution User Guide.

See “Methods for gathering software inventory” on page 69.

Gather softwareinventory.

Step 1

A software product item contains information about the software.

After you create the software product item, you associate it to the softwareresource and to the software license information.

See “Creating a software product item” on page 78.

Create software productitem.

Step 2

Before you can view the reports, you must configure the software resource.You must associate a software product item to the software resource.

See “Associating a software product item to a software resource” on page 79.

Create or configuresoftware resource.

Step 3

After you create a software purchase item, you can create valid softwarelicense items. The quantity of the licenses that you specify for the softwarepurchase gives you the number of the licenses that you own.

See “Creating a software purchase item” on page 80.

Create softwarepurchase item.

Step 4


Table 8-3 Process for managing your software license compliance on the AssetManagement Solution pages (continued)


A software license item ties together the software purchase and the softwareproduct. Before you can create a software license item, you must create asoftware product item and a software purchase item.

See “Creating a software license item” on page 81.

Create software licenseitem.

Step 5

You can upgrade or renew the software license.

See “Upgrading and renewing a software license” on page 82.

(Optional) Upgrade orrenew software license.

Step 6

After you set up your environment, you can track the software licensecompliance.

See “Tracking the software license compliance” on page 74.

Track software licensecompliance.

Step 7

Creating a software product itemSoftware product items let you manage the details that are related to the softwareproducts and their different versions in your environment.

You can create a single software product item and associate it with several differentversions of the same software. For example, you can associate both Norton Ghost15.2 and Norton Ghost 15.3 SP2 with a software product item Norton Ghost 15.When these different versions are reported, they are consolidated for the softwareproduct named Norton Ghost 15.

When you create a software product item, you specify its name, description,company, and category. After you create a software product, you make associationsbetween the software product, a software resource (also called a softwarecomponent), and a software license. Creating these associations lets you identifyhow many copies of a given software product you have in your environment. Youcan compare the number of copies with the number of the software licenses thatyou own.

This task is a step in the process for managing your software license complianceon the Asset Management Solution pages.


To create a software product item


2 In the left pane, click Software Product.


3 On the Software Product page, click Add.

4 In the Add or Edit Product dialog box, specify the details of the softwareproduct, and then click OK.

Associating a software product item to a software resourceA software resource represents a common way to describe a specific instance ofa software application so that all software-related actions can identify it accurately.For example, a software resource is Asset Management Solution 7.0.1341.0 English.

You create a software resource for the software that you want to manage. Forexample, you can create a software resource for the software that is installed onclient computers in your network.

For more information, see the topics about software resources in the IT ManagementSuite Administration Guide.

To make the software license compliance work, you must associate a softwareproduct item to a software resource. A software product item can have one ormultiple software resources linked to it.



To manually associate a software product item to a software resource

1 Open the software resource for editing.

For more information, see the topics about editing software resources in theIT Management Suite Administration Guide.

2 On the software resource page, on theProperties tab, in theSoftware Productdrop-down list, click the software product that you want to link to the softwareresource.

Note: This option is not available if you have Asset Management Suite andClient Management Suite or IT Management Suite installed. In this case, youmust manage software license compliance through the Software view.




Creating a software purchase itemSoftware purchase items record the transaction details that are associated withpurchasing software licenses. You create a software purchase item to record thecost of the software, the number of licenses, and cost allocation. You should createa software purchase item for each purchasing transaction and for each version ofa software license.

Symantec recommends that you create the software purchase items in followingcases:

If you purchase licenses for Norton Ghost 15.0, you should createa software purchase item to record the following transaction details:the number of licenses, purchase price, and purchase date.

You purchase softwarelicenses

If you purchase additional licenses for Norton Ghost 15.0, youshould create a new software purchase item to record the detailsthat are specific to the transaction

You purchase additionalsoftware licenses for thesame version

If you purchase licenses for Norton Ghost 15.0 and purchaselicenses for Norton Ghost 16.0, you should create two separatesoftware purchase items.

You purchase softwarelicenses for differentversions

You can create software purchase items manually or you can import the softwarepurchase data. If you choose to import the software purchase data, Symantecrecommends that you first add the software license data into the ConfigurationManagement Database (CMDB). When you perform the import, you can thenautomatically assign the software purchases to their corresponding software licenses.



To create a software purchase item


2 In the left pane, right-click Software Purchase, and then clickCreate SoftwarePurchase.


3 In theCreate configuration itemwindow, specify the quantity of licenses, andother settings of the software purchase.


See “Software purchase item attributes” on page 106.

4 Click OK.

Creating a software license itemSoftware license items record the details that are associated with contracts forsoftware licenses.

When you create a software license item, you specify its attributes and associateit with other configuration items in your system. The attribute information includesthe software that is associated with the license. It also includes the start date andthe end date of the license, and the clients that are authorized to use the software.

You can associate a software license item with the following other configurationitems in the system:

You associate each software license with a software purchase.Software purchase item

You associate each software license with a single software product.Software product item

You can associate a software license item with other softwarelicense items that represent upgraded or previous versions of thesame software program. For example, you can associate asoftware license item for Norton Ghost 12 with software licenseitems for Norton Ghost 11 and Norton Ghost 13.

Other software licenseitems

By specifying these associations, you can track and manage your software licensesthroughout their lifecycle.



To create a software license item


2 In the left pane, right-click Software License, and then click Create SoftwareLicense.


3 In the Create configuration item window, specify the settings of the softwarelicense.

Upload the documents that let you provide a proof of the software license duringthe software audit. For example, COA (Certificate of Authenticity) along withthe paid invoices.


See “Software license item attributes” on page 107.

4 Click OK.

Upgrading and renewing a software licenseYou can upgrade or renew a software license. Note that after you upgrade or renewthe software license once, the context menu options Upgrade Software Licenseand Renew Software License do not appear.

You can renew a software license when the following conditions are met:

■ For the software license, under Contract Details, the Renewable option ischecked.

■ The software license is not expired.

■ The software license is associated with a software purchase that has quantitydata specified.



To upgrade a software license


2 In the left pane, click Software License.

3 In the right pane, right-click a software license, and then click ContractFunctions > Upgrade Software License.

4 In theUpgrade an existing software license dialog box, to specify the settingsof the new software license, do the following:

■ For the Covered Software Product option, select a software product thatis different from the original software product.


■ Select one or more software purchases so that the quantity matches thetotal number of original software licenses that you upgrade. Partial upgradeis not supported.

■ Enter information in other data classes as required.

5 Click OK.

To renew a software license


2 In the left pane, click Software License.

3 In the right pane, right-click a software license, and then click ContractFunctions > Renew Software License.

4 In the Renew an existing software license dialog box, specify the settingsof the software license renewal.

Note that the quantity of the selected software purchases must match thequantity of the licenses that you want to renew. Partial renewal is not supported.

5 Click OK.


Viewing the AssetManagement Suite reports


■ Viewing the Asset Management Suite reports

Viewing the Asset Management Suite reportsThe following table provides information about the different types of AssetManagement Suite 7.5 reports that you can execute and view:

Table 9-1 Reports in Asset Management Suite 7.5

Navigation from the SymantecManagement Console

DescriptionReport

Reports menu > All Reports > Serviceand Asset Management > AssetManagement > Accounting >Depreciation Reports > Datasources

This is a parameterized queryreport for asset types that isused by the Depreciation ByAssigned Cost Center Detailand Depreciation ByAssignedCost Center reports.

Asset_TypeParameterQuery


This is a parameterized queryreport for cost center filter thatis used by theDepreciation ByAssigned Cost Center Detailand Depreciation ByAssignedCost Center reports.

Cost CenterFilter ParameterQuery

9Chapter

Table 9-1 Reports in Asset Management Suite 7.5 (continued)


DescriptionReport


This is a parameterized queryreport for location filter that isused by the Depreciation ByAssigned Cost Center Detailand Depreciation ByAssignedCost Center reports.

Location FilterParameterQuery


This is a parameterized queryreport for range filter that isused by the Depreciation ByAssigned Cost Center Detailand Depreciation ByAssignedCost Center reports.

RangeParameterQuery


This is a parameterized queryreport for period filter that isused by the Depreciation ByAssigned Cost Center Detailand Depreciation ByAssignedCost Center reports.

Select PeriodParameterQuery


This is a parameterized queryreport for purpose type filter thatis used by theDepreciation ByAssigned Cost Center Detailand Depreciation ByAssignedCost Center reports.

Select PurposeType ParameterQuery

Reports menu > All Reports > Serviceand Asset Management > AssetManagement > Accounting >Depreciation

This report lists the depreciationamounts for assets andsoftware licenses based on costcenters.

Depreciation ByAssigned CostCenter

Reports menu > All Reports > Serviceand Asset Management > AssetManagement > Accounting >Depreciation Reports

This report lists the depreciationamounts for assets andsoftware licenses based on costcenters.

Depreciation ByAssigned CostCenter Detail

85Viewing the Asset Management Suite reportsViewing the Asset Management Suite reports



DescriptionReport

Reports menu > All Reports > Serviceand Asset Management > Assets

This report returns a list ofassets, which can be filtered bythe asset owner's department.This may include assets ownedby the specified department,rather than a user.

Assets byOwner'sDepartment


This report returns a list ofassets, which can be filtered byasset by type , status,department, cost center, orlocation parameters.

Assets by Type,Status,Department,Cost Center andLocation


This is a summary report ofasset types.

Count of Assets


This report returns a list of allconfigurable assets. Resultscan be limited by selecting aspecific resource type.

General AssetReport


This report provides a list ofassets owned by the given user.

Owned Assets

Reports menu > All Reports > Serviceand Asset Management > ContractManagement > Master Lease

This report lists assets that arecovered by a master leaseagreement.

Master LeaseCovered Assets

Reports menu > All Reports > Serviceand Asset Management > ContractManagement

This report returns a list ofcontracts expiring within thespecified date range. Theresults can be limited bycontract type.

ContractsExpiring in NDays


This report returns a list ofcontracts expiring within thespecified date range. Theresults can be limited bycontract type.

ContractsExpiring in NDays-Simple


This report returns a list ofcontract types, with a count ofmanaged contracts for eachtype.

Count ofContracts byType




DescriptionReport

Reports menu > All Reports > ServiceandAsset Management > Data Center

This report displays networkresources. If the filter is set to"True", all network resourceswill be displayed except fornetwork printers, and computerresources of a computer type(workstation, server, or test)with the Display Server Fieldscheck box cleared.

NetworkResourcesAvailable ForData Center

Reports menu > All Reports > Serviceand Asset Management > Merge

This report lists all the assetsthat share the same barcodesand allows such duplicates tobe merged by clicking on it andselecting merge assets from thecontext menu.

Merge assetswith duplicateBarcodes


This report lists all assets thatshare the same serial numbersand allows such duplicates tobe merged by clicking on it andselecting merge assets from thecontext menu.

Merge assetswith duplicateSerial Numbers


This report lists all assets thatshare the same systemnumbers and allows suchduplicates to be merged byclicking on it and selectingmerge assets from the contextmenu.

Merge assetswith duplicateSystemNumbers

Reports menu > All Reports > Serviceand Asset Management >Organizational Types > Cost Center

This report returns a list of costcenters, which can be limitedby selecting a specific location.

List of CostCenters byLocation

Reports menu > All Reports > Serviceand Asset Management >Organizational Types > Department

This report shows a list ofdepartments, which can befiltered by a specific location orcost center.

Departments byLocation andCost Center




DescriptionReport

Reports menu > All Reports > Serviceand Asset Management >Organizational Types > Location

This report returns a list oflocations, which can be limitedby selecting a specific costcenter.

List of Locationsby Cost Center

Reports menu > All Reports > Serviceand Asset Management > Parameters

This is a parameterized queryreport that displays the assettypes. The report is used invarious reports like All Asset,Count of Asset, GeneralAsset Reports, and so on.

Asset TypeParameterQuery


This is a parameterized queryreport that displays assets byorganizational types.

Assets ByOrganizationalTypes, StatusQuery


This is a parameterized queryreport that displays the assetstatus. The report is used invarious reports like All Asset,Count of Asset, GeneralAsset Reports, and so on.

AssetStatusParameterQuery

Reports menu > All Reports > Serviceand Asset Management > PickerReports > Asset Management

This report displays allaccounting codes existing in thesystem.

All AccountingCodes


This report lists all bundle items.All Bundles


This report lists all catalogitems.

All CatalogItems


This report lists all catalogs.All Catalogs


This report lists all consumablecatalog items.

All ConsumableCatalog Items




DescriptionReport


This report returns all cost typesavailable.

All Cost Types


This report lists all currencies.All Currencies


This report lists all thedepreciation schedules.Depreciation schedules areused as part of the cost modelfeature to define the yearlydepreciation rate.

All DepreciationSchedules


This report lists all fixed assetcatalog items.

All Fixed AssetCatalog Items


This report lists all invoices.All Invoices


This report lists all purchaseorders.

All PurchaseOrders


This report lists all purchaserequests.

All PurchaseRequests


This report lists all receivingslips.

All ReceivingSlips


This report lists all softwarecatalog items.

All SoftwareCatalog Items


This report displays all softwarelicenses which satisfy the givensearch conditions.

All SoftwareLicenses




DescriptionReport


This report lists all softwarepurchases.

All SoftwarePurchases


This report lists all stockrooms.All Stockrooms

Reports menu > All Reports > Serviceand Asset Management > PickerReports

This report list all contractsmarked as active listed byassigned owner

Active Contractsby User


This report returns a list ofassets, filtered by asset type,status and commonorganizational types.

All Assets


This report returns a list ofassets, filtered by asset type,status and commonorganizational types.

AllAssets-Simple


This report returns a list of allcomputer types.

All ComputerTypes


This report returns a list of allcomputer resources.

All Computers


This report lists information ofcontracts which satisfy thegiven search criteria.

All Contracts


This report lists all cost centers.All Cost Centers


This report lists all departments.All Departments


This report lists all locations.All Locations




DescriptionReport


This report returns a list of alloffice equipment resources.

All OfficeEquipment


This report returns a list of allphone resources. The resultscan be limited by selecting aspecific phone type.

All Phones


This report returns a list of allpower resources.

All Powers


This reports returns a list of allrack resources.

All Racks


This report returns a list of allUPS resources.

All UPS


This report returns a list of alluser resources. The results canbe limited by selecting a specificlocation, department, orcompany.

All Users

Reports menu > All Reports > Serviceand Asset Management >Procurement

This report lists all procurementitems that have line items thathave not been transitioned tothe next step and therefore areconsidered incomplete. Thisdoes not include receiving slipsas by definition they are alwayscomplete.

IncompleteReceiving Items

Reports menu > All Reports > Serviceand Asset Management > Workflow

This report displays criticalerrors.

Critical ErrorReport

Reports menu > All Reports > Serviceand Asset Management > Workflow

This report displays workflowprojects and their associatedassemblies.

WorkflowProjectAssemblies




DescriptionReport

Home menu > Service and AssetManagement > Service and AssetManagement Reports > ContractManagement > Software Licensing

This report lists authorizedinstalls for the given softwareproduct, limited by filters inComputer authorization group.

AuthorizedInstalls ByComputer FilterFor SoftwareProduct


This report lists authorizedinstalls for the given softwareproduct, limited by filters inowner authorization group.

AuthorizedInstalls ByOwner Filter ForSoftwareProduct


This report lists authorizedinstalls for the given softwareproduct, limited by filters inprimary user authorizationgroup.

AuthorizedInstalls ByPrimary UserFilter ForSoftwareProduct


This report displays thesoftware licenses where aquantity of licenses have beenborrowed from another softwarelicense. This is usually done tocover down-grade rights wherea newer version license is usedfor an older version.

BorrowedLicenses forSoftwareProduct


This report lists all computersthat have inventoried installs fora particular software product,where the computer's owneralso has non-inventoried installsassigned in the 'Non InventoriedInstalls' Data Class for the samesoftware license. The data usedby this report is taken fromstored data which is calculatedon a schedule.

Computers withInventoried andNon InventoriedInstalls




DescriptionReport


This report displays thesoftware licenses where aquantity of licenses have beendonated to another softwarelicense. This is usually done tocover down-grade rights wherea newer version license is usedfor an older version.

DonatedLicenses ForSoftwareProduct


This report displays a list ofsoftware products with numberof installs detected.

InventoriedInstalls ForSoftwareProduct


This report displays all 6.5legacy software licenses tomigrate to the latest AssetManagement Solution 7.5.Right-click a license to initiatethe migration wizard.

List of legacy6.5 SoftwareLicenses to bemigrated


This report provides summaryinformation of SoftwareLicenses covered by this MasterLicense Agreement.

Master LicenseAgreementSummaryReport


This report provides a list ofsoftware products with numberof installs that were enteredmanually. This commonly forsystems that have not beeninventoried.

Non-InventoriedInstalls ForSoftwareProduct


This report lists all thepurchased software licenseswhich are currently active forthe given software product.

PurchasedLicenses ForSoftwareProduct




DescriptionReport


This report displays softwarelicenses where a quantity oflicenses have been borrowedor donated from anothersoftware license. This is usuallydone to cover down-graderights where a newer versionlicense is used for an olderversion.

SoftwareLicense Sharing


This report displays softwareproducts using the authorizedusers feature with authorizedusers inventory counts.

SoftwareLicense'sAuthorizedClients


This report displays the givensoftware license'snon-inventoried installsinformation.

SoftwareLicense'sNon-InventoriedInstalls


This report displays purchaseinformation for a given softwarelicense.

SoftwareLicense'sPurchasedQuantity


This report shows thecompliance for the givenSoftware Product, the Namefield filters the SoftwareProduct list by name. The dataused by this report is taken fromstored data which is calculatedon a schedule. To adjust thefrequency of this calculation,modify the settings given in theSoftware License evaluationpage under settings.

SoftwareProductLicensingCompliance




DescriptionReport


This report shows thecompliance for the givenSoftware Product by location.The Name field filters theSoftware Product list by name.The data used by this report istaken from stored data which iscalculated on a schedule. Toadjust the frequency of thiscalculation, modify the settingsgiven in the Software Licenseevaluation page under settings.

SoftwareProductLicensingCompliance ByLocation


This report provides details onhow many times a givensoftware product has been runon each client.

SoftwareProduct UsageDetails


This is a parameterized queryreport that displays informationabout how many number oftimes a given software producthas been run on each client.

SoftwareProduct UsageDetails Query


This report shows all thesoftware license contracts thatare assigned to a computer andthe owner of the computer. Thereport is most useful to look atan individual computer. Theinformation is current as of thelast software license evaluationrun.

SoftwareProducts byComputer,Owner


This report displays productsusing the authorized usersfeature with unauthorized usersinventory counts.

UnauthorizedInstalls ForSoftwareProduct


This report displays summaryinformation of software licensescovered by the virtual licenseagreement.

Virtual LicenseAgreementSummaryReport


Reference topics

This appendix includes the following topics:

■ Predefined asset management security roles

■ Predefined configuration item types

■ About configuration item associations

■ About data input masks

■ Receive Items page

■ Software purchase item attributes

■ Software license item attributes

Predefined asset management security rolesWhen you install Asset Management Suite, the system automatically adds thepredefined asset management security roles to the Symantec Management Console.The predefined security roles get automatically assigned the privileges and thepermissions that their respective jobs and tasks require.


Table A-1 Predefined asset management security roles

DescriptionSecurity role

This security role has privileges for managing the basicconfiguration item types. The security role also has privileges forthe managing functions that are related to special contract types,software licensing, and procurement.

Asset Managers

This security role is a restricted data entry user role.Barcode User

AAppendix

Table A-1 Predefined asset management security roles (continued)

DescriptionSecurity role

This security role has privileges for managing basic configurationitem types, such as hardware and the base contract configurationitem type.

CMDB Managers

Predefined configuration item typesPredefined configuration item types (also known as predefined resource types) arethe templates that define what data is created and stored about a specificconfiguration item.

Asset Management Suite provides predefined configuration item types for manytypes of assets. You can add custom fields to the predefined configuration itemtypes. You can also create new configuration item types, if required. However,Symantec recommends that you use predefined configuration item types, becausedifferent features and reports are available for the predefined configuration itemtypes.

Table A-2 Predefined configuration item types of Asset Management Solution

Predefined configuration item typesCategory

Lease Schedule, Master Lease, NDA, Warranty


Contract Management

97Reference topicsPredefined configuration item types

Table A-2 Predefined configuration item types of Asset Management Solution(continued)


■ Accounting CodeAn accounting code contains an ID number and a description thatcorresponds with a budgetary division, such as a department or division.You can associate the accounting code with the cost items to help youallocate expenses to resources, such as computers and purchase orders.

■ Cost TypeYou use a cost type item to specify a type of expense. For example, youcan designate cost types as an external purchase, external support,internal support, or contract. Cost type items let you logically groupexpenses. Cost type attributes affect depreciation values, group allocation,and other reporting areas.

■ CurrencyBy default, Asset Management Suite defines no currency types orcurrency rates. It provides a single, non-defined base currency for allmonetary entries. Symantec recommends that you define your basecurrency so that you can use the currency convertor. Symantecrecommends that you set the rate of the base currency to 1.00. You thenset other currencies to their respective exchange rates as they compareto the base currency.

■ Depreciation ScheduleThe depreciation schedule lets you specify the rates and the dates thatare associated with depreciating assets and other resource items. Youcreate the depreciation schedule items that correspond to yourdepreciation expense strategies. When you create a depreciation scheduleitem, you enter attributes, such as description, depreciation type, andrate. You can use these items and attributes to generate the reports thatare associated with the assets and depreciation.

■ Cost ItemA cost item is an expense that relates to or adds value to a resource.See “Adding a cost item to an asset” on page 39.

Financial Types

Invoice,PurchaseOrder,PurchaseRequest,Receiving Slip,Stockroom.Procurement

Bundle, Catalog, Consumable Catalog Item, Fixed Asset Catalog Item,Software Catalog Item.

Catalogs

Software Product, Master License Agreement, Software License,Software Purchase, Virtual License Agreement.

Software Licensing


Table A-3 Predefined configuration item types of CMDB Solution


Contract, SLA


Contract Management

Cell Phone, Desk Phone.Communication Equipment

Computer, Monitor, Network Printer, Peripheral, Scanner, VirtualMachine.

Computers and Peripherals

■ Computer TypeIncludes the predefined Server, Test, and Workstation types to let youspecify what type of function or role a computer has. You determine thecomputer type when you edit or create a new computer configurationitem.

■ PowerThe power sources that the network uses and that are intended to beassociated with UPS configuration items.

■ RackNetwork resource racks. You can specify which network resources areincluded in each rack.

■ ServicesThe functions that support one or more business areas. For example,the Service configuration item type lets you manage the informationabout your email service. Email service consists of several componentssuch as Active Directory, Exchange Server, and Web Mail. Each of thesecomponents might be located on a separate server. When you set upthe email service in the Symantec Management Console, you first createthe systems that support this service. After you create the systems, youcreate the Service and in the Create configuration item window, underSupporting Systems, you add all related systems. When you thenreceive an incident that is related to the email service, you can use theResource Association Diagram to track down the problem. The ResourceAssociation Diagram lets you quickly view all the components that areconnected to this particular service.See “Tracking the associations of a configuration item” on page 40.

■ SystemsThe components that support services. For example, an Exchange Server.

■ UPSUninterrupted power supply resources. Includes the details on voltage,input and output frequencies, currents, and so on.

Datacenter Types

Asset, Network Resource.Generic Asset Types


Table A-3 Predefined configuration item types of CMDB Solution (continued)


Furniture and Fixtures, Office Equipment, Site, Subnet.Other Assets

Company, Cost Center, Department, Location, User.Organizational Types

About configuration item associationsUnderstanding the relationships between various configuration item types, especiallythe crucial organizational configuration item types, helps you to identify thedependencies within the Configuration Management Database (CMDB). You canview relationships between configuration items in the Resource Association Diagramthat you access in the Resource Manager, in the left pane.

See “Tracking the associations of a configuration item” on page 40.

Not all configuration item types can have direct associations with each other butmost of them have indirect associations with each other. Associations are usefulfor reporting purposes. For example, a computer asset is associated with a userand the user is associated with a department. Although the asset may not be directlyassociated with the department, the asset is reported as one of the department’sassets.

The following table shows direct configuration item type associations. Theconfiguration item type column presents the child (from) configuration item type,and the direct association column presents the parent (to) configuration item types.

Table A-4 Direct associations of configuration item types

Direct associationConfiguration itemtype

Cost Center, Location, User, Department, and Asset.Asset

Location and Manager (User).Cost Center

Cost Center, Location, and Manager (User).Department

Cost Center and Manager (User).Location

Company, Department, Location, and Manager (User).User

The following table shows indirect configuration item type associations, includingthe path for creating the association. The configuration item type column presents

100Reference topicsAbout configuration item associations

the child (from) configuration item type, and the indirect association column presentsthe parent (to) configuration item types.

Table A-5 Indirect associations of configuration item types

Indirect associationConfiguration itemtype

User > Company

User > Department

User > User

Asset

Cost Center > UserDepartment

Cost Center > UserLocation

Existing Users can be specified as Managers.Manager

Department > Cost Center

Department > Location

User

About data input masksData input masks are the filters that selectively include or exclude certain values.When you define a data class, you can assign the masks that indicate what sort ofvalue the data class attributes should hold. Values that do not conform to the maskcannot be entered.

See “Creating a custom data class” on page 42.

Table A-6 Data input mask characters

MeaningCharacter

Any letter. Entry required.A

Any letter. Entry optional.a

Any digit or space. Entry optional; “+” and “-” not allowed.9

Any digit (0 to 9). Entry required; “+” and “-” not allowed.0

Any letter, digit, space, “+”, or “-”. Entry optional; spaces areremoved when data is saved.

*

Any letter, digit, “+”, or “-”. Entry required.#

101Reference topicsAbout data input masks

Table A-6 Data input mask characters (continued)

MeaningCharacter

Treat the masking character following the “\” as a regular characterwith no special masking properties.

\

Receive Items pageThe Receive Items page lets you receive different catalog item types and specifyhow you want to receive them. For example, you can place the consumable catalogitems in a stockroom or add them as cost items to an asset. You can add new fixedasset catalog items to your database or update the data of the existing assets. Youcan add a new software purchase configuration item or update the data of theexisting software purchase.

When you receive items, a receiving slip is automatically created as a record.

See “Receiving an item” on page 66.

Table A-7 Options on the Receive Items page

DescriptionOption

Lets you specify the Line Items that you want to receive.Receiving Item

Lets you specify the stockroom where you want to place the items that you receive.Receive To Stockroom

Lets you specify how you want to receive the items:

■ Create a new ResourceLets you create a new resource for a fixed asset catalog item or for a software catalogitem. For example, when you create a new monitor configuration item, all relevantinformation from the fixed asset catalog item is copied to the new resource. Additionally,you can specify System Number, Serial Number, and Barcode.

■ Update an existing Resource/Add the Consumable to a StockroomLets you update an existing resource or add consumable catalog items to a stockroom.If you update an existing resource, specify the individual resource that you want to updatein the Existing Resource/Stockroom field, in the Received Item Line Items table.If you add consumable items to a stockroom, specify the stockroom in the ExistingResource/Stockroom field, in the Received Item Line Items table.

■ Add as a Cost Item to an existing ResourceFor example, you can add a new hard drive as a cost item to a computer. In this case,you need to specify this computer in the Existing Resource/Stockroom field, in theReceived Item Line Items table.

The items should bereceived as

102Reference topicsReceive Items page

Table A-7 Options on the Receive Items page (continued)

DescriptionOption

Lets you select the data classes for which you want to add or edit the data.

The default values are as follows:

■ The Received Asset’s Status is In Stock.■ The Received Asset's Location of the asset is the location of the stockroom to which

the item is received.■ The Manufacturer, and Model information is taken from the catalog item data.

Parameters



DescriptionOption

Received Item LineItems



DescriptionOption

Lets you specify additional necessary data for each Line Item and select the items that youwant to receive.

For a consumable catalog item you can specify Display Name, Quantity, and Owner. Ifthe system detects in the stockroom the same consumable item of the same Owner, thequantity of the item is increased. The Owner of the consumable catalog item can be a costcenter or a department.

When you receive a consumable catalog item as a cost item to an existing resource, youmust specify the Existing Resource to which you want to add the item. A cost item is addedto the cost center or the department for which the consumable item has been ordered.

When you receive fixed asset catalog items, one line per item is created in the ReceivedItem Line Items table. For example, when you purchase three new laptops, the ReceivedItem Line Items table displays three separate lines, all with quantity of 1.

The receiving process handles the data of a fixed asset catalog item as follows:

■ The Catalog Item field defines the asset type.■ The Display Name field defines the name of the configuration item.■ The Owner field defines the Asset Owners.■ The Description of the receiving item is added to the Comment field of the new asset.■ The Asset’s associated catalog item association is set.■ You can specify System Number, Serial Number, and Barcode values.

Symantec recommends that you insert the Serial Number of a computer when receivingit. When inventory runs and finds an item with this serial number, it creates an associationbetween the inventory record and the asset record.

■ If you update an asset that is already created in the database, specify the ExistingResource/Stockroom that you want to update. The details, such as Barcode,Manufacturer, Status, or Location, are only added when the existing asset does nothave them specified.

When you receive a new software catalog item, a new software purchase configuration itemis created.

The receiving process handles the data of each software catalog item as follows:

■ The Display Name field defines the name of the software purchase.■ The Owner field defines the Software Purchase Owners.■ The Description of the receiving software catalog item is added to the Comment field

of the software purchase.■ The Software Purchases' Associated Catalog Item association is set.■ The Quantity of the software catalog item is written to the Quantity field of the software

purchase.■ The System Number, Serial Number, and Barcode fields are ignored.■ If you update a software purchase configuration item that is already created in the



DescriptionOption

database, specify the Existing Resource/Stockroom that you want to update.

Lets you receive and generate receiving slips for all Line Items.Receive all

Lets you receive and generate receiving slips for selected Line Items.Receive selected

Software purchase item attributesWhen you create a software purchase item, you specify its attributes andassociations with other configuration items in your system.

See “Creating a software purchase item” on page 80.

The attributes that are listed in the table are displayed when in the View drop-downlist, you select the Software Purchase (global) view.

Table A-8 Software purchase item attributes

DescriptionAttribute

Lets you insert the name of the software purchase item.

Symantec recommends typing a name that uses a combination of the software name,software version, purchase date, and number of licenses. For example, you can type thefollowing as a software purchase name: Norton Ghost 15.0 5May2011 (10 Licenses).

Software Purchase

Lets you specify the details that are related to purchasing the software. You can specify thepurchase date, description, and number of licenses.

Software PurchaseDetails

Lets you enter the costs that are associated with purchasing the software licenses.Cost Items

Lets you associate and allocate the cost to departments and users.Software PurchaseOwners

Lets you associate and allocate the purchase cost to one or more cost centers.Software PurchaseCost CenterOwnership

Lets you associate a location.Installed Location

Lets you associate the software purchase with an item from the procurement SoftwareCatalog.

Software Purchases'Associated CatalogItem

Lets you specify the book depreciation schedule to be used.Book Depreciation

106Reference topicsSoftware purchase item attributes

Table A-8 Software purchase item attributes (continued)


Lets you specify the custom depreciation schedule to be used.Custom Depreciation

Lets you specify the tax depreciation schedule to be used.Tax Depreciation

Lets you specify reference information, such as account number, internal reference ID,internal contact, archive number, and cross reference.

Internal Reference

Software license item attributesWhen you create a software license item, you specify its attributes and associateit with other configuration items in your system.

See “Creating a software license item” on page 81.

Note that the attributes that are listed in the table are displayed when in the Viewdrop-down list, you select the Software Licenses (global) view.

Table A-9 Software license item attributes


Lets you specify a name for the software license item.Software License

Lets you specify which software product is associated with the software license contract.

To ensure the data integrity, you can add only one software product item to a softwarelicense item.

Covered SoftwareProduct

Lets you enter standard contract information.Standard ContractInformation

Lets you record the software license details. You can specify maintenance renewal cost,support renewal cost, and license type.

Software LicenseDetails

Lets you specify the software purchases that are associated with the software license item.You can associate one or more software purchases to the software license item. Note thatyou can associate multiple software purchases to the software license item only when youuse manual process of managing your software license compliance.

To ensure the data integrity, you can add each software purchase item only to one softwarelicense item.

Software Purchases

107Reference topicsSoftware license item attributes

Table A-9 Software license item attributes (continued)


Lets you specify the users, computers, and owners that are authorized to run the software.You can use theAdd option to add an authorized client. Note that you can specify authorizedclient information only when you use the manual process of managing your software licensecompliance.

You can specify the following options:

■ Clients – lets you select a filter that contains the computers, users, or owners that areauthorized to run the software. The results of the selected filter must consist of only oneconfiguration item type. The results cannot combine computer and user configurationitem types.

■ Authorization Group – lets you specify the configuration item type resulting from thefilter, either Computer, Owner, or Primary User.

To specify additional filters, you can add more rows to the grid. Each row is treated as anOR condition. The client is authorized for the software license if any condition in any row ismet.

Authorized Clients

Lets you enter the details to track the number of software installations on the computersthat are not inventoried or discovered.

Non InventoriedInstalls

Lets you specify the details about sharing the software licenses.

If the software license item borrows licenses from other software license items, select theappropriate software license and specify the number of borrowed licenses.

Software LicenseSharing

Lets you specify the user that is assigned to the software license contract.Contract's AssignedUser

Lets you specify the location of the software license contract.Contract's Location

Lets you enter any details that correspond to the software license contract. You can selecta filter to specify to which user or computer the software license contract applies.

Contract Details

Lets you enter comments about the software license.Comment


Table A-9 Software license item attributes (continued)


Lets you specify the documents that are associated with the software license contract. Youcan use the Add option to add an associated document.

You can specify the following options:

■ File - lets you enter the path to the document. The path must be specified as a UNCpath. The following file path is not supported:C:\document.txt

To specify a file on the local computer, you can set up its location as a network shareas follows:\\Computer\share\document.txt

■ Description - lets you enter a description of the document.

AssociatedDocuments

Lets you enter the internal reference information. For example, you can enter the accountnumber, internal contact, and archive number.

Internal Reference

Lets you specify the former software license item that represents the previous softwarelicense contract.

This option is available only when you upgrade or renew a software license.

Former SoftwareLicense (if renewed orupgraded)

Lets you specify the new software license item that represents the upgraded software licensecontract.

This option is available only when you upgrade or renew a software license.

New Software License(if renewed orupgraded)


Symbolscreating purchase request 64

Aaccounting periods

configuring 48–49asset. See configuration item

total cost 40Asset Management Suite

about 10environment 16features 12installing 18licensing 18necessary components 16use cases 12what you can do 12

associationstracking 40

associations of configuration itemstracking 40

automation policyconfiguring 54contract expiration 54

Bbase currency

configuring 48, 51bundles

creating 57, 62

Ccatalog items

adding 61receiving 63, 66, 102

CMDB Solution settingslicense usage 18ownership 33

companiesabout 59

companies (continued)creating 59

company configuration itemsabout 59

configuration item association typesabout 46

configuration item type associationsabout 100direct 100indirect 100

configuration item typesabout 97association type 46creating 44customizing 41, 44predefined 97

configuration itemscreating 30, 34–35custom statuses 33data entry 32default values 32maintenance tasks 36managing 30, 36ownership settings 33

context-sensitive help 13contract expiration policy

configuring 51, 54contract management

getting started 48setting up environment 48

contractsassociating to a vendor 46creating 51–52managing 51

cost center configuration itemscreating 23

cost centerscreating 20, 23

cost itemsadding to asset 39

cost typecreating 48

Index

cost typescreating 49

currenciescreating 48, 50

custom configuration item association typesadding 41creating 46

custom configuration item typesadding data class 45creating 41–42, 44–46

custom data classesadding 41creating 41–42

custom resource typescreating 41

custom status valuesconfiguring 33

Ddata class attribute 42data class attribute parameter 42data classes

components 42creating 42

data input masksabout 101

department configuration itemscreating 24

departmentscreating 20, 24

direct associations 100documentation 13

Eedit views

creating 34email notification

contract expired 54

Hhelp

context-sensitive 13

Iindirect associations 100inventory

methods for gathering 69

inventory datamethods for gathering 69

invoicecreating 63, 65generating 63, 65

itemsreceiving 63, 66

Llegacy software licenses

migrating 19license usage

checking 18License Usage page

about 18location configuration items

creating 22locations

creating 20, 22

Mmanaging security 27managing software license compliance 68

Asset Management Solution pages 76migrating legacy software licenses

configuring 19settings 19

Nnetwork devices

creating automatically 35Notification Server 6.x

migrating data 19

Oorganizational configuration items

creating structure 20organizing 20

organizational groupsconfiguring security permissions 29managing security 27permissions 27privileges 27security 27security permissions 27, 29security role 28

organizational hierarchyupdating 26

111Index

organizational structurecreating 20setting up 20

ownership settingsconfiguring 33

Ppredefined asset management security roles 96predefined configuration item types 97procurement

preparing 57setting up 57

procurement catalogsadding items 57, 61creating 57, 60

procurement process 63steps 63

purchase orderscreating 63–64generating 63–64

purchase requestsbundles 62creating 63–64

Rreceive items page

about 102receiving items

about 102consumable catalog items 102fixed asset catalog items 102software catalog items 102

Release Notes 13resource. See configuration itemsResource Association Diagram 40resource association type. See configuration item

association type

Ssecurity permissions

configuring 29security roles

assigning 28predefined 96

softwaremanaging 72

software licenseattributes 107

software license (continued)creating 81renewing 76, 82upgrading 76, 82

software license compliancemanaging 68, 76tracking 68, 74, 76

software license itemattributes 107creating 76, 81

software licensesediting information 68, 73tracking 68, 74

software productcreating 68, 72

software product itemscreating 76, 78

software productscreating 78

software purchaseattributes 106

software purchase itemattributes 106

software purchase itemscreating 76, 80

software purchasescreating 80

software resourcesconfiguring 76, 79

software viewcreating software product 68, 72editing software license information 68, 73

stockroomscreating 57–58managing 58, 62replenishing 62

Symantec Management Platform 7.0migrating data 19

Ttotal cost of an asset

tracking 40

Uuser configuration items

about 25users

about 25

112Index

users (continued)creating 20, 25

113Index

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