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Asset Management Suite
User Guide

Version 7.0

Summary of Contents for ALTIRIS ASSET MANAGEMENT SUITE 7.0 - V1.0

Page 1: ...Asset Management Suite User Guide Version 7 0...

Page 2: ...its use copying distribution and decompilation reverse engineering No part of this document may be reproduced in any form by any means without prior written authorization of Symantec Corporation and...

Page 3: ...Symantec Corporation 350 Ellis Street Mountain View CA 94043 http www symantec com...

Page 4: ...at provides rapid response and up to the minute information Upgrade assurance that delivers automatic software upgrade protection Global support that is available 24 hours a day 7 days a week Advanced...

Page 5: ...Customer service information is available at the following URL www symantec com techsupp Customer Service is available to assist with the following types of issues Questions regarding product licensi...

Page 6: ...nd countermeasures to prevent attacks before they occur Symantec Early Warning Solutions These services remove the burden of managing and monitoring security devices and events ensuring rapid response...

Page 7: ...fication Server 6 x 17 About migrating data from Notification Server 17 Migrating software license items from Notification Server 17 Chapter 4 Using configuration items 19 About configuration items 19...

Page 8: ...35 Configuring settings for accounting periods 36 Configuring base currency settings 36 Configuring contract global settings 37 Configuring license usage settings 37 Configuring settings for migrating...

Page 9: ...de Solution and CMDB Solution It specializes in tracking IT related assets such as computers and software You can also use it to track other types of assets such as furniture and company cars In assoc...

Page 10: ...anagement Suite helps you track assets and other resources For each asset that you want to track you create a corresponding configuration item in the system When you create the configuration item you...

Page 11: ...uirements The home page for managing software licenses can be accessed in the Symantec Management Console Click Home Service and Asset Management Software Licensing About contract management Asset Man...

Page 12: ...configuration item type The configuration item type on which other configuration item types are based For example you might use the Computer base configuration item type to create a configuration ite...

Page 13: ...resource type contains the Manufacturer data class that contains the Manufacturer Name and Model data class attributes Data class attribute parameter A parameter that is associated with a data class a...

Page 14: ...Introducing Asset Management Suite Terminology for Asset Management Suite 14...

Page 15: ...be downloaded from the To install Asset Management Suite 1 Run Symantec Installation Manager 2 From the Install New Products page check the checkbox to install Asset Management Suite 3 Click Next and...

Page 16: ...Installing Asset Management Suite Licensing Asset Management Suite 16...

Page 17: ...differentmigration options are available such as on box upgrade off box upgrade and import Use the option that best meets your needs See instructions for migrating data in the Symantec Management Plat...

Page 18: ...of software license items appears in the Licensing Reports part Software license items that still need to be migrated do not appear in the list 5 In the right pane in the Legacy Licenses Requiring Mig...

Page 19: ...atabase as a configuration item also called a resource entry Configuration items represent an object or any detail that you want your system to track Although you can enter any type of information abo...

Page 20: ...rvice level agreement warranty Financial types Accounting code cost structure cost type currency depreciation schedule Organizational types Company cost center department location user Communication e...

Page 21: ...configuration item displays a context menu with several options for tasks such as modifying the item attributes adding associations or changing its status For the configuration items that are presente...

Page 22: ...kbox next to the data class information that you want to keep An asterisk indicates the most recently updated data 4 Save the changes The items are merged into a single item Using configuration items...

Page 23: ...with one or more of these organizational items Organizational items can have hierarchical and associative relationships with other organizational items For example the California location might have a...

Page 24: ...tem type to create a new item from the context menu In the left pane click the item type to display items in the right pane Next double click the item in the right pane to view or edit its attributes...

Page 25: ...orting resource data see Symantec Management Platform Data Connector User Guide at http www altiris com Support Documentation aspx 25 Using organizational configuration items Importing configuration i...

Page 26: ...Using organizational configuration items Importing configuration item data from other systems 26...

Page 27: ...guration item types related to finance information include the following Accounting Code An accounting code that contains an ID number and a description Each code can be associated with the cost item...

Page 28: ...h as a department or division Accounting code items can be associated with cost items to help you allocate expenses to resources such as computers and purchase orders Using cost items A cost item is a...

Page 29: ...nage Jobs and Tasks 2 In the left pane tree view go to the folder where you want to save the task Right click the folder to display the context menu and then click New Task 3 In the left pane tree vie...

Page 30: ...nt expand the Financial Types folder and then click Currency The list of currencies appears in the right content pane 3 To add a type of currency in the left pane right click Currency click Create Cur...

Page 31: ...such as description depreciation type and rate These items and attributes are used to generate reports associated with assets and depreciation 31 Using financial configuration items Using depreciation...

Page 32: ...Using financial configuration items Using depreciation schedules 32...

Page 33: ...e field selected click Currency Currency is often located in the heading of the table If you cannot see Currency or it appears inactive it might not be available for the selected field 3 In the curren...

Page 34: ...Using the currency convertor Using the currency convertor 34...

Page 35: ...Management lets you specify settings to be used in your system Settings include the following Accounting Periods A yearly range of dates Base Currency The type and rate of currency to use in the curre...

Page 36: ...1 In the Symantec Management Console click Settings All Settings 2 In the left navigation pane expand Settings ServiceandAssetManagement Asset Management Solution 3 Click Accounting Periods 4 In the...

Page 37: ...t Asset Management Solution and then click Contract Global Settings 3 In the right content window follow the on screen instructions to configure the settings 4 Save your changes Configuring license us...

Page 38: ...tree view expand Settings ServiceandAssetManagement Asset Management Solution and then click Migrate Legacy Software Licenses 3 In the right content window follow the on screen instructions to config...

Page 39: ...any types of assets We recommend that you use only the predefined types but you can create new item types if required The following is a list of predefined asset item types grouped into their respecti...

Page 40: ...le you can gather inventory data about computers on your network and then have each computer automatically created as a configuration item To manually create configuration items for assets 1 In the Sy...

Page 41: ...ation Each identified device is set up as a configuration item in the system 2 View the configuration items by clicking Home Service and Asset Management Manage Configuration Items and then clicking t...

Page 42: ...Using configuration items for assets Creating configuration items for assets 42...

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