Asset Management Suite User Guide. Version 7.0

Transcription

1 Asset Management Suite User Guide Version 7.0

2 Asset Management Suite User Guide The software described in this book is furnished under a license agreement and may be used only in accordance with the terms of the agreement. Documentation version: 7.0 Legal Notice Copyright 2010 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This Symantec product may contain third party software for which Symantec is required to provide attribution to the third party ( Third Party Programs ). Some of the Third Party Programs are available under open source or free software licenses. The License Agreement accompanying the Software does not alter any rights or obligations you may have under those open source or free software licenses. Please see the Third Party Legal Notice Appendix to this Documentation or TPIP ReadMe File accompanying this Symantec product for more information on the Third Party Programs. The product described in this document is distributed under licenses restricting 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 its licensors, if any. THE DOCUMENTATION IS PROVIDED "AS IS" AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID. SYMANTEC CORPORATION SHALL NOT BE LIABLE FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES IN CONNECTION WITH THE FURNISHING, PERFORMANCE, OR USE OF THIS DOCUMENTATION. THE INFORMATION CONTAINED IN THIS DOCUMENTATION IS SUBJECT TO CHANGE WITHOUT NOTICE. The Licensed Software and Documentation are deemed to be commercial computer software as defined in FAR and subject to restricted rights as defined in FAR Section "Commercial Computer Software - Restricted Rights" and DFARS , "Rights in Commercial Computer Software or Commercial Computer Software Documentation", as applicable, and any successor regulations. Any use, modification, reproduction release, performance, display or disclosure of the Licensed Software and Documentation by the U.S. Government shall be solely in accordance with the terms of this Agreement.

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4 Technical Support Symantec Technical Support maintains support centers globally. Technical Support s primary 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 areas within Symantec to answer your questions in a timely fashion. For example, the Technical Support group works with Product Engineering and Symantec Security Response to provide alerting services and virus definition updates. Symantec s maintenance offerings include the following: A range of support options that give you the flexibility to select the right amount of service for any size organization Telephone and Web-based support that 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 features, including Account Management Services For information about Symantec s Maintenance Programs, you can visit our Web site at the following URL: Contacting Technical Support Customers with a current maintenance agreement may access Technical Support information at the following URL: Before contacting Technical Support, make sure you have satisfied the system requirements that are listed in your product documentation. Also, you should be at the computer on which the problem occurred, in case it is necessary to replicate the problem. When you contact Technical Support, please have the following information available: Product release level Hardware information Available memory, disk space, and NIC information Operating system

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6 Maintenance agreement resources If you want to contact Symantec regarding an existing maintenance agreement, please contact the maintenance agreement administration team for your region as follows: Asia-Pacific and Japan Europe, Middle-East, and Africa North America and Latin America Additional enterprise services Symantec offers a comprehensive set of services that allow you to maximize your investment in Symantec products and to develop your knowledge, expertise, and global insight, which enable you to manage your business risks proactively. Enterprise services that are available include the following: Symantec Early Warning Solutions Managed Security Services Consulting Services Educational Services These solutions provide early warning of cyber attacks, comprehensive threat analysis, and countermeasures to prevent attacks before they occur. These services remove the burden of managing and monitoring security devices and events, ensuring rapid response to real threats. Symantec Consulting Services provide on-site technical expertise from Symantec and its trusted partners. Symantec Consulting Services offer a variety of prepackaged and customizable options that include assessment, design, implementation, monitoring, and management capabilities. Each is focused on establishing and maintaining the integrity and availability of your IT resources. Educational Services provide a full array of technical training, security education, security certification, and awareness communication programs. To access more information about Enterprise services, please visit our Web site at the following URL: Select your country or language from the site index.

7 Contents Technical Support... 4 Chapter 1 Introducing Asset Management Suite... 9 About Asset Management Suite... 9 About configuration item management About software license management About contract management About procurement Terminology for Asset Management Suite Chapter 2 Installing Asset Management Suite Installing Asset Management Suite Licensing Asset Management Suite Chapter 3 Migrating data from Notification Server 6.x About migrating data from Notification Server Migrating software license items from Notification Server Chapter 4 Using configuration items About configuration items Viewing and creating configuration items Merging two configuration items Chapter 5 Using organizational configuration items About organizational configuration items Importing configuration item data from other systems Chapter 6 Using financial configuration items About financial configuration items Using accounting codes Using cost items Using cost types Using currency items... 30

8 8 Contents Using depreciation schedules Chapter 7 Using the currency convertor Using the currency convertor Chapter 8 Configuring asset management settings About settings Configuring settings for accounting periods Configuring base currency settings Configuring contract global settings Configuring license usage settings Configuring settings for migrating legacy software licenses Chapter 9 Using configuration items for assets About asset configuration item types Creating configuration items for assets... 40

9 Chapter 1 Introducing Asset Management Suite This chapter includes the following topics: About Asset Management Suite About configuration item management About software license management About contract management About procurement Terminology for Asset Management Suite About Asset Management Suite Asset Management Suite provides a management console, a database environment, and a suite of solutions that let you track assets and asset-related information. The suite includes Asset Management Solution, Barcode 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 association with assets, you can record and track many types of documents and documented details. For example, you can track lease schedules, NDAs (nondisclosure agreements), SLAs (Service Level Agreements), and warranty information. Contracts and contract details can be associated with assets so you can easily view the contractual information that is related to specific assets. You can even configure the software so that it notifies you of the upcoming actions that might be specified in a contract.

10 10 Introducing Asset Management Suite About configuration item management You can use the management console to view the value of an asset or a group of assets. You can use it to view an asset's assigned department, cost center, and owner. You can use it to improve your ability to allocate software and hardware costs to specific owners and departments. You can also use it to keep track of software license details so that you avoid paying for the licenses that you might not need. Asset Management Suite provides predefined templates and quick-start processes to help you set up and manage different the asset management processes. Asset Management Suite is divided into the following components: Configuration items Software licensing Contract management Procurement From acquisition to disposal, Asset Management Suite helps you accurately value your assets, track ownership, and maintain associations with related documents. Additionally, it aligns with IT Infrastructure Library (ITIL) standards and helps you comply with federal laws, such as the Sarbanes-Oxley Act, COBIT, and HIPAA. About configuration item management Asset Management 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 specify the details of the asset. For example, you can specify the manufacturer, warranty information, and cost of the asset. Templates are provided to help you create items for assets, such as phones, computers, monitors, printers, and furniture. In addition to manually creating configuration items, you can use a discovery program to detect network-connected devices in your environment. When the device is discovered, an item is automatically created for it in the system. You can also create configuration items by importing asset-related details from other database environments. In addition to creating items for each asset, you create configuration items for the details that you want to associate with the assets. You then specify the associations between the asset items and other items in your environment. For example, a computer can be associated with its related purchase order, location, and user. Reports and filters help you determine the status of assets in your environment.

11 Introducing Asset Management Suite About software license management 11 The home page for managing assets and configuration items can be accessed in the Symantec Management Console. Click Home>ServiceandAssetManagement > Manage Configuration Items. About software license management Asset Management Suite helps you track software licenses and applications. You create configuration items for software licensing elements in your environment. You then associate these license-related items with other information in your system. Templates are provided to help you create several types of software license-related items, such as software products, software licenses, and software purchases. You can manually create configurations items for software licensing elements. You can also use a discovery program to identify and create configuration items for the software running in your environment. You then specify the associations between the software products, software licenses, and other related items. Reports and filters help you determine your compliance level and requirements. 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 Management Suite helps you track contracts. You create configurations item for the contract-related details that you want to track in your environment. You then associate the contract-related items with other items in your system. For example, you can create a contract item that specifies the contract details that are associated with a new computer purchase. The contract item specifies the details of the agreement and includes attached source documents. The contract item can then be associated with the computer. This association lets you track the document-related details that are associated with assets and other items in your environment. Templates are provided to help you specify different types of documents, such as contract, lease schedule, NDA, and warranty. The home page for managing documents and contracts can be accessed in the Symantec Management Console. Click Home > Service and Asset Management > Contracts.

12 12 Introducing Asset Management Suite About procurement About procurement Asset Management Suite helps you manage your procurement process. You create configuration items for procurement-related documents, such as purchase request, purchase order, and invoice. You associate these items with other items and track them through your system. For example, a purchase request can be used to generate a purchase order. When the purchase order is filled, the received items can be associated with the purchase order item. Templates are provided to help you create and manage procurement-related item types, such as stockroom, catalog, purchase request, purchase order, and invoice. Creating and using these item types lets you track assets and resources from the initial procurement process to the eventual disposal. You can run reports and use filters to determine the status of items in your procurement process. The home page for managing the procurement process can be accessed in the Symantec Management Console. Click Home > Service and Asset Management > Procurement. Terminology for Asset Management Suite To better understand Asset Management Suite, you should understand the following terminology. Base 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 item type named PC and a configuration item type named Mac. When a configuration item type is created, it inherits all of the data classes of its base configuration item type. If data classes are added to the base configuration item type, the same data classes are added to all configuration item types that are based on it. Configuration item: The individual entries that represent specific items, resources, and other details that exist in your asset management environment. For example, a user named Jon, a location named California, a computer asset named GX620, and a depreciation schedule named Straight Line are all configuration items. Configuration item type: A type of configuration item. For example, Location is a configuration item type that can be comprised of configuration items, such as New York, California, and Utah. When you create a configuration item, you select the configuration item type you want to use as a template. Data class: Data classes represent the categories of data that you want to record about a configuration item. For example, the Computer configuration item

13 Introducing Asset Management Suite Terminology for Asset Management Suite 13 type contains a data class named Manufacturer. Data classes are comprised of data class attributes. Data class attribute: Specific attributes within a data class that further describes the data class. For example, the Computer 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 attribute. For example, the name to be entered into the Manufacturer Name data class attribute might have a parameter of less than 256 characters.

14 14 Introducing Asset Management Suite Terminology for Asset Management Suite

15 Chapter 2 Installing Asset Management Suite This chapter includes the following topics: Installing Asset Management Suite Licensing Asset Management Suite Installing Asset Management Suite Before installing Asset Management Suite, be sure that your server environment meets the requirements for Symantec Management Platform. Symantec Installation Manager is a program that guides you through installing Symantec products. It can 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 then follow the on-screen instructions to complete the installation. Licensing Asset Management Suite Each solution in Asset Management Suite includes a trial license. You can register and obtain extended trial licenses through our Web site at You can also purchase full product licenses. For more information on obtaining licenses, see the Symantec Management Platform Getting Started Guide.

16 16 Installing Asset Management Suite Licensing Asset Management Suite

17 Chapter 3 Migrating data from Notification Server 6.x This chapter includes the following topics: About migrating data from Notification Server Migrating software license items from Notification Server About migrating data from Notification Server You can migrate data from Notification Server 6.x environments to be used in your Symantec Management Platform 7.0 environment. Several different migration 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 Platform Installation Guide. Migrating software license items from Notification Server After completing the task of migrating data from a Notification 6.x environment, you must perform additional tasks to migrate software license items to Symantec Management Platform 7.0. Software license items that still need to be migrated are called legacy software licenses.

18 18 Migrating data from Notification Server 6.x Migrating software license items from Notification Server To migrate legacy software licenses 1 Complete the steps to migrate data from Notification Server 6.x. See instructions in the Symantec Management Platform Installation Guide. 2 Make sure that your Migrate Legacy Software Licenses settings are correct. See Configuring settings for migrating legacy software licenses on page Make sure that the Software Catalog is populated and current. You can use manual entry, run the Software Discovery task or run an inventory policy. 4 In the Symantec Management Console, click Home > Service and Asset Management > Software Licensing. A list 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 Migration part, click Legacy License Count. The Legacy License Count indicates the number of software license items that still need to be migrated. The migration wizard appears. 6 Follow the on-screen instructions in the migration wizard for each software license item that needs to be migrated. After a software license item is migrated, it appears in the Software License list. The Legacy License Count indicates the number of software license items that still need to be migrated.

19 Chapter 4 Using configuration items This chapter includes the following topics: About configuration items Viewing and creating configuration items Merging two configuration items About configuration items Asset Management Suite stores information in its database. All the asset-related information that you want to track must be entered into the database. Asset Management Suite provides a user interface that helps you easily enter information. You enter information into the database 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 about any item type, Asset Management provides predefined configuration item types. A configuration item is an entry that represents a specific resource or detail in your environment. These items can be assets, locations, invoices, schedules, users, contracts, and so on. The following items are examples of configuration items: A user named Jon A location named California A computer named GX260 A depreciation schedule named Straight Line An invoice named Invoic0002

20 20 Using configuration items Viewing and creating configuration items You can associate a configuration item with other configuration items. For example, you can associate a user named Jon with a location named California and a computer named GX260. Creating these associations between configuration items lets you track items and manage information in your asset management environment. You create configuration items by using a configuration item type. Configuration item types are the templates that define what data is created and stored about a specific configuration item. For example, the configuration item type named Location can contain configuration items named New York, California, and Utah. Each of these location-related configuration items contains the same attribute information, such as address, city, and state. Predefined configuration item types are organized into the following categories: Contract types: Generic contract, lease schedule, master lease, NDA, service level agreement, warranty Financial types: Accounting code, cost structure, cost type, currency, depreciation schedule Organizational types: Company, cost center, department, location, user Communication equipment: Cell phone, desk phone Computer and peripherals: Computer, monitor, network printer, peripheral, scanner, virtual machine Datacenter types: Computer type, power, rack, services, UPS Generic asset types: Asset, network resource Other assets: Furniture and fixtures, office equipment, site, subnet Software licensing types: Software product, master license agreement, software license, software purchase, virtual license agreement Note: We recommend that you use the predefined configuration item types because they correspond with predefined reports. But if none meet your needs, you can create your own types. Viewing and creating configuration items Configuration items represent the resources and information that you want to track in your asset management environment. You can access configuration items using several different procedures.

21 Using configuration items Merging two configuration items 21 In the Symantec Management Console, click Home > Service and Asset Management and the desired submenu item. In the left pane, select the type of configuration item you require. In the Symantec Management Console, click Manage and the desired submenu item, such as Computers, Software, or Users. In the Symantec Management Console, click Settings > All Settings. In the left pane, navigate to the desired folder. For example, Service and Asset Management > Asset Management Solution. From the pages that display configuration items, you can create, edit, and delete configuration items. The following actions describe how to work with configuration items: Right-clicking a configuration item type gives you a context menu option that lets you create a new configuration item. Double-clicking a configuration item lets you view and edit the attributes of a configuration item. Right-clicking a 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 presented in a table, an Add option is sometimes located at the top of the page. It lets you create a new configuration item. Clicking Refresh is often required to display a newly-created configuration item. Merging two configuration items You can merge two configuration items into a single configuration item. For example, if an inventory discovery program creates a new item for a computer that you already set up manually, you can combine the two items into one. The configuration items must be of the same type. To merge two configuration items 1 Ctrl-click two configuration items of the same type. 2 Right-click one of the selected items, and then click Merge Resources from the context menu. 3 Follow the on-screen instructions. In Primary Resource, check the checkbox next to the name you want to use as the item name.

22 22 Using configuration items Merging two configuration items In the Keep columns, check the checkbox 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.

23 Chapter 5 Using organizational configuration items This chapter includes the following topics: About organizational configuration items Importing configuration item data from other systems About organizational configuration items Organizational configuration item types help you organize assets and resource items into logical groups, associations, and relationships. For example, the Location organizational type might include items, such as Utah, California, New York, North American, South America, and so on. Assets and other resources can be associated 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 hierarchical relationship with the North America location, while the Mexico City location has a hierarchical relationship with South America. An item can be associated with several organizational items. For example, a computer can be associated with a user, a department, and a location. Additionally, a department can be associated with a specific cost center. Specifying these logical groups and associations helps you keep track of where an asset is located, who has it, and which department or cost center has responsibility for it.

24 24 Using organizational configuration items Importing configuration item data from other systems Note: Before entering any data, you should consider your organizational needs and the relationships that resources have with each other. You should plan and set up organizational types correctly at the beginning. You should add organizational-type instances first, so that when you create entries for assets and other resource items, they can be associated with already-existing organizational information. Organizational types of configuration items include the following: Company Cost center Department Location User To use organizational-related configuration items 1 In the Symantec Management Console, click Home > Service and Asset Management > Manage Configuration Items. 2 In the left pane, expand the Organizational Types folder. In the left pane, right-click an item 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. Importing configuration item data from other systems Instead of manually entering data, you can import resource data from other data repositories. You can use the following tools to import data from Notification Server database. Data Connector Solution. This solution lets you transfer data from various common mechanisms, such as OLE, ODBC,.CSV files,.xml files, and LDAP. Connector Packs. This works with Data Connector Solution to import data from enterprise management applications, such as HP OpenView and Remedy Action Request System. Data import components. These components of Notification Server let you import data from sources such as Microsoft Active Directory.

25 Using organizational configuration items Importing configuration item data from other systems 25 For more information on importing resource data, see Symantec Management Platform: Data Connector User Guide at

26 26 Using organizational configuration items Importing configuration item data from other systems

27 Chapter 6 Using financial configuration items This chapter includes the following topics: About financial configuration items Using accounting codes Using cost items Using cost types Using currency items Using depreciation schedules About financial configuration items Asset Management Suite provides several types of configuration items to help you manage finance-related details in your environment. Configuration 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 of an asset and other resource items, such as computers and purchase orders. Cost Item. An expense that relates to or adds value to a resource. Cost Type. A type of cost that can be associated with a resource. F Currency. Currency values and rates to be used with the currency convertor. Depreciation Schedule. Rates and dates to be associated with depreciating assets and other resource items.

28 28 Using financial configuration items Using accounting codes To use finance-related configuration items 1 In the Symantec Management Console, click Home > Service and Asset Management > Manage Configuration Items. 2 In the left pane, expand the Financial Types folder. In the left pane, right-click an item 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. Using accounting codes Using cost items Accounting code items are comprised of an ID number and a description that corresponds with a budgetary division, such 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. A cost item is an expenditure that relates to or adds to the value of an asset. For example, 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. Cost items are comprised of the following information: Type Accounting code Date Amount Status Description Purchase order To add, edit, and remove cost items 1 Select an asset. 2 View the attributes of the selected asset. 3 In the list of the asset attributes, go to the section named Cost Items. 4 Perform the desired action:

29 Using financial configuration items Using cost items 29 Note: The action executes immediately and overwrites existing information. In most cases, you receive no confirmation, cancellation, or undo options. To add a cost item, click Add, and then complete the on-screen instructions. To edit a cost item, click the input field of the value you want to edit, and then select or enter the required information. To remove a cost item, click the row of the cost item to remove, and then click Remove. To add cost items to assets by using the context menu 1 Right-click an asset to view its context menu. 2 From the context menu, click Asset Functions > Add Cost Item. 3 Follow the on-screen instructions to complete the task. To add cost items to assets by using scheduled or recurring tasks 1 In the Symantec Management Console, click Manage > 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 view of the Create New Task window, expand Service andassetmanagement>assetmanagement, and then click AddCostItems. 4 In the right content pane, click SelectaResource to select one or more assets. 5 In the CostItems section, click Add to select the cost type and add a cost item entry. 6 In the Cost Items section, click on each field to enter cost item information.. Click OK to save your changes. The Add Cost Items task page appears. 7 In the Task Status section, click New Schedule. 8 On the New Schedule page, choose one of the following: Now - runs the task immediately Schedule - runs the task later 9 Edit other details as required. 10 Click Schedule to save your changes. If you chose Now, the task runs immediately.

30 30 Using financial configuration items Using cost types Using cost types Using currency items A cost type item is used to specify a type of expense. For example, you can designate cost types as an external purchase, external support, internal support, or contract. Cost type items lets you logically group expenses. Cost type attributes affect depreciation values, group allocation, and other reporting areas. By default, the software defines no currency types or currency rates. It provides a single, non-defined base currency for all monetary entries. This non-defined base currency can be whatever you decide. However, we recommend that you define your currency so that you can use the currency convertor. To use currency types and rates 1 In the Symantec Management Console, on the Home menu, click Service and Asset Management. 2 In the left pane under CI Management, 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 Currency. Follow the on-screen instructions to enter the currency name, details, and rate. 4 To edit a type of currency, in the right content pane, right-click a currency, click Edit. Follow the on-screen instructions to edit the currency details and rate. We recommend that you set the rate of the base currency to You then set other currencies to their respective exchange rates as they compare to the base currency. 5 To delete a type of currency, in the right content pane, right-click a currency, and then click Delete. See Using the currency convertor on page 33. Using depreciation schedules You create depreciation schedule items that correspond to your depreciation expense strategies. When you create a depreciation schedule item, you enter

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

32 32 Using financial configuration items Using depreciation schedules

33 Chapter 7 Using the currency convertor This chapter includes the following topics: Using the currency convertor Using the currency convertor The currency convertor is available for some fields where you are required to input a monetary value. The convertor helps you convert a currency amount into the base currency for entry into the field. Using the currency convertor 1 Select a field that requires or contains a monetary value, such as Amount. 2 With the 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 currency converter, in Amount, enter the amount of the original currency to convert. 4 From the Currency drop-down list, select the type of currency you entered in Amount. 5 Click anywhere on the screen. Basecurrency displays the value of the original currency in terms of the base currency. 6 Click OK to input the base currency amount into the selected field, or click Cancel to return to the selected field. See Using currency items on page 30.

34 34 Using the currency convertor Using the currency convertor

35 Chapter 8 Configuring asset management settings This chapter includes the following topics: About settings Configuring settings for accounting periods Configuring base currency settings Configuring contract global settings Configuring license usage settings Configuring settings for migrating legacy software licenses About settings Asset 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 currency convertor. Contract Global Settings. Settings that apply to all contract item types. License Usage. Information about solution licenses. Migrate Legacy Software Licenses. Settings to be used when migrating software licenses from the Notification Server 6.x environment to the Symantec Management Platform 7.x environment.

36 36 Configuring asset management settings Configuring settings for accounting periods Configuring settings for accounting periods An accounting period represents a yearly range of dates that corresponds to a set of financial records or reports. For example, an accounting period for a tax year might start on June 1 and be divided quarterly into three-month ranges. The following accounting periods are provided: My Book My Tax My Custom The accounting period settings you define appear in the Purpose Type and in theperiod parameters of several reports, such as Depreciation By Assigned Cost Center. In these reports, the Purpose Type parameter lets you select an accounting period. Then, you can then select a range of dates from the Period parameter. To configure accounting periods 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 right content pane, determine the accounting period you want to modify, and then use the on-screen controls to change the settings as required. Configuring base currency settings To choose a base currency 1 In the Symantec Management Console, on the Settings menu, click All Settings. 2 In the left pane under Settings, expand the Service and Asset Management folder, and then expand the Asset Management Solution folder. 3 Click Base Currency. 4 In the content window, choose the currency you want to use as the base currency. Warning: You cannot change the base currency after it has been saved. 5 Save your changes.

37 Configuring asset management settings Configuring contract global settings 37 Configuring contract global settings Contract global settings apply to all contract management tasks and features. Master License Summary Options: Enabling the parallel execution option might improve performance if the computer running SQL Server has more than one physical processor. Parallel execution of license queries is faster than sequential execution. Software License Options: Enter the number of days that application metering and inventory information remains current. If this information is not updated after the designated number of days, this information is considered outdated. To configure global contract settings 1 In the Symantec Management Console, click Settings > All Settings. 2 In the left pane tree view, expand Settings > Service and Asset Management > 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 usage settings Details about your solution licenses can be viewed but not changed. Use Symantec Installation Manager to add or install solution licenses. Configuring settings for migrating legacy software licenses Previous versions of Asset Management include several configuration item types that are not available in this version. ("Configuration item types" were called "resource types" in previous versions.) For this reason, you should review the user-defined data classes for each configuration item before migrating. For example, you should review the following software license configuration item types and data classes before migrating: Win32 License UNIX License OS License Mac License

38 38 Configuring asset management settings Configuring settings for migrating legacy software licenses To configure Migrate Legacy Software Licenses settings 1 In the Symantec Management Console, click Settings > All Settings. 2 In the left pane tree view, expand Settings > Service and Asset Management > Asset Management Solution, and then click Migrate Legacy Software Licenses. 3 In the right content window, follow the on-screen instructions to configure the settings. 4 Save your changes.

39 Chapter 9 Using configuration items for assets This chapter includes the following topics: About asset configuration item types Creating configuration items for assets About asset configuration item types Assets are defined as any property or object of value that your company or business owns. To track an asset, you create a configuration item to represent it in the system. Asset Management Suite provides predefined configuration item types for many 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 respective categories. Communication equipment. Cell phone, desk phone Computers and peripherals. Computer, monitor, network printer, peripherals, scanners, virtual machines Datacenter types. Racks, UPS systems Generic asset types. Generic assets, network resources Other assets. Furniture and fixtures, office equipment Note: These categories contain some configuration item types that do not qualify as assets, such as Power, Services, Site, and so on.

40 40 Using configuration items for assets Creating configuration items for assets Each configuration item uses the The base configuration item type consists of the following data classes Creating configuration items for assets Gathering and entering information about assets in your organization is one of the first steps to successfully managing your assets. You create a configuration item for each asset that you want to track. You can manually create configuration items or they can be automatically created. You must manually create configuration items for non-networked assets, such as office equipment, racks, and monitors. For networked devices, you can use inventory management tools to automate the task of creating a configuration item. For example, 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 Symantec Management Console, click Home > Service and Asset Management > Manage Configuration Items. 2 In the left pane, expand the folder for the type of configuration item that you want to create. For example, to create a Computer item, expand the Computers and Peripherals folder. 3 Right-click the appropriate configuration item type, and then click the Create option from the context menu. For example, right-click Computer, and then click Create Computer. The Edit configuration item page appears. 4 Follow the on-screen instructions to enter information associated with the item. 5 Save the changes.

41 Using configuration items for assets Creating configuration items for assets 41 To automatically create configuration items for networked devices 1 Run an inventory management program to identify devices on your network. For example, in the Symantec Management Console, click Actions > Discover > Import Microsoft Active Directory. Follow the on-screen instructions to import the information. 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 the correct folder and item type. A list of configuration items displays in the right pane. 3 In the right pane, follow the on-screen instructions to edit, delete, or merge configuration items as required. 4 Save the changes.

42 42 Using configuration items for assets Creating configuration items for assets