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Altiris CMDB Solution 6.5 2001-2007 Altiris, Inc. All rights reserved. Document Date: June 7, 2007 Information in this document: (i) is provided for informational purposes only with respect to products of Altiris or its subsidiaries (Products), (ii) represents Altiris' views as of the date of publication of this document, (iii) is subject to change without notice (for the latest documentation, visit our Web site at www.altiris.com/Support), and (iv) should not be construed as any commitment by Altiris. Except as provided in Altiris' license agreement governing its Products, ALTIRIS ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS OR IMPLIED WARRANTIES RELATING TO THE USE OF ANY PRODUCTS, INCLUDING WITHOUT LIMITATION, WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR INFRINGEMENT OF ANY THIRD-PARTY INTELLECTUAL PROPERTY RIGHTS. Altiris assumes no responsibility for any errors or omissions contained in this document, and Altiris specifically disclaims any and all liabilities and/or obligations for any claims, suits or damages arising in connection with the use of, reliance upon, or dissemination of this document, and/or the information contained herein. Altiris may have patents or pending patent applications, trademarks, copyrights, or other intellectual property rights that relate to the Products referenced herein. The furnishing of this document and other materials and information does not provide any license, express or implied, by estoppel or otherwise, to any foregoing intellectual property rights. No part of this document may be reproduced, stored in a retrieval system, or transmitted in any form or by any means without the express written consent of Altiris, Inc. Customers are solely responsible for assessing the suitability of the Products for use in particular applications or environments. Products are not intended for use in medical, life saving, life sustaining, critical control or safety systems, or in nuclear facility applications. *All other names or marks may be claimed as trademarks of their respective companies.
Chapter 2: Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
CMDB Solution Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Installing CMDB Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 CMDB Solution Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Chapter 4: Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Resource Categories . . . . . . . . . . . . . . . . . . . . . . . . . . Asset Types Category . . . . . . . . . . . . . . . . . . . . . . . . . Asset Types Category Fields . . . . . . . . . . . . . . . . . Asset Life Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . Retiring vs. Disposing of an Asset. . . . . . . . . . . . . . Computer Resource Type . . . . . . . . . . . . . . . . . . . Renaming Retired and Disposed Computers . . . . Contract Types Category . . . . . . . . . . . . . . . . . . . . . . . Service Types Category . . . . . . . . . . . . . . . . . . . . . . . . Datacenter Types Category . . . . . . . . . . . . . . . . . . . . . Bulk Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Merging Resources . . . . . . . . . . . . . . . . . . . . . . . . Creating and Editing Collections from Resource Lists Resource Association Diagram . . . . . . . . . . . . . . . . . . . Resource List Page . . . . . . . . . . . . . . . . . . . . . . . . Creating User-defined Item Tasks. . . . . . . . . . . Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 23 24 31 31 32 32 33 33 33 34 34 35 36 36 38 40
Chapter 6: Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Role-based Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Predefined Security Roles . . . . . . . . . . . . . . . . . . . . . . . Viewing and Configuring Role-based Security. . . . . . . . . . Role Creation Considerations . . . . . . . . . . . . . . . . . . . . . Scope-based Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Permissions for Resource Types and Data Classes . Security Scoping for Reports . . . . . . . . . . . . . . . . . . . . . . . . Associated Security Reporting . . . . . . . . . . . . . . . . . . . . Report on Owned Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 52 53 54 54 54 55 55 56
Chapter 1
data classes. For more information, see Creating and Configuring a Data Class (page 10) and Creating a Resource Type (page 17). 2. Add initial data to the Notification Database. As you set up a resource management system, there is certain data that makes sense to enter before other data, such as organizational data, since most other resources rely on the availability of this data. Also, as you initially set up your system, some of the data you will want to add is available from other sources, in which case, you will want to import the data. 3. 4. Clean up and configure data management with ready-made configuration items. See Configuration and Use (page 41). Create customized item actions and CMDB Rules to manage and manipulate data. You can create CMDB rules where you target a group of assets based on their type and properties, and then make changes to them. Configure security. If multiple users will be working with resources (entering data, editing data, running reports, and so forth), you will want to configure security. CMDB Solution includes predefined security roles which you can modify, or you can create your own roles. You can also configure access to resource types and data classes. 6. 7. Configure default resource type values. When you manually enter data for asset types, certain fields will have the same value for many assets of a particular asset type. You can populate these fields with a default value. Example: Many users in a particular location will have the same phone number prefix. You can save time by having the prefix already entered into the appropriate field. See Resource Type Interface Items (page 19).
5.
Terminology
To better understand CMDB Solution, it is important that you understand the terminology. The following are terms with which you should be familiar as you use these solutions: base resource type: The resource type on which another resource type is based. A resource type inherits all of the data classes of its base resource type. If data classes are added to the base resource type, the same data classes are added to all resource types that are based on it. data class: The building block of a resource type; data classes represent the data you want to record about resources. Data classes are made up of one or more data class attributes. data class attribute: A component of a data class, which is represented as a column of a table (in a multi-row data class) or field. data class attribute parameter: Parameters of a data class attribute, which specify the characteristics of the attribute such as name, description, and maximum length of the attribute. item task: An action that can be performed on a resource. Examples: Setting the owner, setting the cost center, retiring the asset, and cloning. resource: Items with which Notification Server works and stores data, such as assets, contracts, and users.
resource association type: A template for creating a child-to-parent relationship between two resource types. This association lets you link a child to one or more parent resources for more convenient access to associated data. resource type: A template for entering resource data into the Notification Database.
Chapter 2
Installation
CMDB Solution Requirements
Before you install CMDB Solution on the Notification Server, you must do the following: Install Notification Server 6.0 Hot Fix 4 (or later). For information on installation, see Altiris Notification Server 6.0 SP3 Help. If you are using Internet Explorer 7, you must set Tools > Internet Options > Security to medium, add the Altiris Console to Trusted Sites, and set Automatic prompting for downloads (in the Custom Level Security Settings dialog) to Enable. Several other Altiris solutions are designed to integrate with CMDB Solution. They are not required but greatly enhance functionality. They can be installed before or after CMDB solution is installed. See Recommended Altiris Solutions for Integration with CMDB Solution (page 3).
2. 3.
Select Configuration > Solutions Settings > CMDB Solution > License Usage. This page lists the number of licenses available and the number currently in use.
Chapter 3
Resource Types
Resource types are the templates for entering resource data into the Notification Database. Resource types consist of the following components: Base resource types. This is the foundation on which a resource type is built. A resource type inherits the data classes of the base resource type. All resource types, except Asset and Contract, are based on another resource type. See Base Resource Types (page 8). Data classes. These are the building blocks of a resource type. Each data class defines attributes that are used for storing data by a resource type. See Data Classes (page 9). Resource association types. These create associations between resources and allow related data to be linked together. See Resource Association Types (page 14). Resource creation and editing tasks are performed by a person with administrator rights.
There is nothing special you need to do to a resource to allow it to be a base resource type. Simply specify a resource type as the base resource type for another resource type as you create it (for more information, see Creating a Resource Type on page 17). For predefined asset types, the base resource type is the Asset resource type, or they are based on a resource type that is based on this resource type. For contract types, most of the predefined resource types are based on the Contract resource type or a resource type that is based on the Contract resource type. Basing asset and contract types on these two resource types takes advantage of built-in features, such as asset aggregation, reporting, accounting data, and so on.
Data Classes
Data classes are the building blocks of a resource type; they specify the type of data you want to record about resources. Data classes are defined by data class attributes that appear as fields when entering data. Parameters specify the characteristics of attributes. See Data Class Attribute Parameters (page 11). To use a data class, you create the data class (see Creating and Configuring a Data Class on page 10) and then add it to the resource types (see Creating a Resource Type on page 17 or Editing a Resource Type on page 16) in which you want to use it. CMDB Solution includes predefined data classes you can use, or you can create your own. The predefined data classes simplify the process of creating resource types and provide many of the elements needed by resource types. Note Predefined data classes cannot be modified or deleted. User-defined data classes can be edited or deleted.
Description
Contains data classes for tracking, asset merges, concurrent licensing, and upgrades of receiving items. Contains data classes for all Datacenter resource types. Details pertaining to a contract such as which computers it applies to, if the contract is renewable, the contact for the contract, and so forth. Rates for the contract. See Percentage Ownership of Resources (page 43). Currency code. Currency rates. Barcode details. Internal reference details for a contract or license.
Contract Rates Cost Center Ownership Currency Details Currency Rate Identity Internal Reference
Description
Manufacturer and Model name fields. Owner and ownership percentage. Phone number. Serial number. Date of initial service and the desired period between services. Support parameters. Standard contract information. Start date, end date, and so forth. Ownership details for cost centers.
Data Class
Associated Documents Audit Comment Cost Center Details Employee ID Location Details
Description
Associated Documents. History of inventories run on a computer. Comment. Cost center codes and descriptions. Employee ID for user resource type. Location address.
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Notes
After you add a data class attribute to a data class, you can edit certain aspects of the attribute, such as the description and if it is hidden, but you cannot delete it from the data class. A data class attribute cannot be added to a predefined data class.
Description
Name of the data class attribute. Description of the data class attribute.
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Description
The data type of the data class attribute. The options are: String. A value containing a combination of letters, numbers, and symbols. Integer. An integer value. Decimal. A real number. Boolean. A value that is either True or False. Date. A date and time value. Currency. A currency value. Resource Foreign Key. A resource from a particular resource type. When this is selected, a Resource Type field lets you select the resource type. The user will be able to select a resource of that resource type. We recommend that this be used only with multi-row data types. To associate a value of a particular resource type with a resource, use a resource association type. See Creating a Resource Association Type (page 16). Item Foreign Key. A value of a particular item type. When this is selected, an Item Type field lets you select the item type. The user will be able to select an item value of that item type. This can be used to associate any item with a resource, such as a report or collection related to the resource. Static List. A static list of values. When this is selected, an associated edit button opens a dialog that lets you create a list of possible values. Static lists are helpful when there are only a few possible values for a field and the possible values are not based on any other values. SQL Query List. A dynamically generated list of values that is based on a SQL query of the Notification Database. When this is selected, an associated edit button opens a dialog for entering the query. The SQL query entered should return a single column only. This creates a list of possible values for the field based on other data values. URL. A URL value.
Maximum Length
The maximum data length for the data class attribute. In the case of a string data type, this value affects the size of the resulting field on the tab. If the value is: Less than or equal to 100, the field is a single row long. Greater than 100 and less than or equal to 1000, the field is four rows long. Greater than 1000, the field is large. If there is more than one field this size, the tab will resize to display multiple large fields. Thus, we recommend only two or three large fields on a tab.
Key
Specifies if the attribute is used in creating the key for the resource. If more than one field is designated as a key field, all fields designated as keys are used in creating the key. The key can be changed for a resource type if wanted, except in the case of the predefined Computer resource. Specifies if the attribute is a required value (the user must enter a value for this attribute).
Required
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Description
Select this checkbox to automatically generate a value for the data class attribute. Use the associated Mask field to specify the format of the generated value. The mask format is: nnn[suffix] OR [prefix]nnn Where: nnn = one or more 0s (value will have same number of digits) or 9s (value will have up to the number of digits) prefix OR suffix = any character (to use 0 or 9 as a character, proceed with \) Examples: ABC000 = ABC001, ABC002, ABC003, ... ABC999 = ABC1, ABC2, ABC3, ... 000XYZ = 001XYZ, 002XYZ, 003XYZ, ... 999XYZ = 1XYZ, 2XYZ, 3XYZ, ... X\0Y\9Z000 = X0Y9Z123, X0Y9Z124, X0Y9Z125, ... The Start specifies the starting value for the numeric part of the automatically generated value.
Prompt
(String type only) Specifies if an icon is added next to the field that lets you search the database for the field value. Values in the database that match the string are listed for selection as the field value. This lets you enter part of a wanted value (such as a first name) in the field and find the rest of the value in the database (full name). (String type only) Specifies the data mask to use for entering data into this field. A data mask lets you specify which characters, how many, and the order of characters in a field. See Data Input Masks (page 13). Specifies if this attribute is a hidden value. Specifies the order in which the fields are ordered on the Resource Display page. The lower the number, starting with 1, the higher the field will be placed on the page.
Data Mask
13
With each data class attribute, you can specify a data mask using the Data Mask parameter. See Data Class Attribute Parameters (page 11). The following table lists and describes the characters that can be used in defining a data mask and their meaning.
Meaning
Any letter. Entry required. Any letter. Entry optional. Any digit or space. Entry optional; + and - not allowed. Any digit (0 through 9). Entry required; + and - not allowed). Any letter, digit, space, +, or -. Entry optional; spaces are removed when data is saved. Any letter, digit, +, or -. Entry required. Treat the masking character following the \ as a regular character with no special masking properties. All other characters not in the data mask must be as listed in the data mask.
Result in
Any string containing exactly 10 letters or digits followed by the string Pty Ltd. Example: A123456789 Pty Ltd. Telephone number. Required 3 digit area code surrounded by ( and ) followed by up to 4 digits, a -,and followed by up to 4 more digits. Example: (801)224-5700. Credit card number (not American Express). Exactly 16 digits in groups of exactly 4 separated by a -. Example: 0111-3456-8989-0001. Date with 1 or 2 digit month and day separated by a / and followed by a / and a 2 to 4 digit year. Example: 1/1/ 2001, 1/17/2001, 10/11/2001, and 12/2/01. A string containing 3 to 6 letters followed by 3 to 6 digits. Example: Com002, Comput002, or Comp00002. A string that starts with a 0 followed by exactly 2 digits and ending with #. Example: 056#.
0000-0000-00000000 09/09/0099
AAAaaa000999 \000\#
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After a resource association type is created, a field is added to the child resource, letting you select a resource or resources of the type specified by the parent in the resource association type. Example: if you create a resource association type that links the Monitor resource type to the Computer resource type, the Monitor resource type will include a field that lets you select the computer with which the monitor is associated. CMDB Solution includes numerous predefined resource association types, and you can also create your own.
The following table shows indirect resource type relationships, including the path taken to create the association. The Resource Type column is the child (from) and the Creates Indirect Association With column is the parent (To).
Creates no indirect associations Creates no indirect associations Cost Center > User Cost Center > User
15
For information on how to view a resources existing associations, see Resource Association Diagram (page 36).
3. 4. 5.
16
17
2.
In the left pane, right-click the resource type definition you want to export, and select Export. To export all of the resource type definitions within a folder, right-click the folder and select Export.
3. 4.
Specify the name and location of the .XML file. Click Save.
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5. 6.
Description
Name of the resource type. After the resource type is created, this value is not editable. Description of the resource type. After the resource type is created, this value is not editable. The resource type upon which this resource type is based. All of the data types of the base resource type are included in this resource type. After the resource type is created, this value is not editable. See Base Resource Types (page 8).
Display associations inherited from the Base Resource Type. (Editing only) A checkbox lets you switch between viewing the base type data classes and the base type associations. A table displays a list of the applicable data classes or associations.
19
Description
List of data classes that define the resource type. This list is not displayed until at least one data class is added to the definition of the resource type. Editable: Display all editable data classes. All: Display all existing data classes. Show inherited data classes: Display all data classes inherited from the Base Resource Type. Allow Edit: Show or hide the data class in the resource page.
Opens a dialog that lets you select the data classes used to define the resource type.
Description
Resource association type name. Description of resource association type.
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Description
The Resource Display page tab on which the field for selecting the parent resource is added. The child resource type in the association. The parent resource type in the association. Allow the asset to be associated with itself. Specifies the minimum number of relationships that must be established between the child and parents. Specifies the maximum number of relationships that can be established between the child and parents. If you do not want to limit the number of relationships, select the Unlimited checkbox. Specifies the mechanism style used to select an associated resource. The options are: Computer Type Association Picker Contract Assigned User Picker Generic Picker Hierarchy Picker (for hierarchal parent resource types) Hierarchy Picker Showing Children (for hierarchal parent resource types) Asset List List Resource Association Picker for Asset Resource Tree Picker for Asset Software Purchase Association Selecting the checkbox with the same name as the resource association type allows a reverse resource association to be created between two resources. Example: Selecting the User checkbox for the Owners resource association lets you create an association from a user (parent) to an asset (child). Unless you select this box you can create associations only from a child resource to a parent resource.
21
Note This page is applicable only to data classes that can be edited. For data classes that cannot be edited, see Resource Data Class Summary Page (page 22).
Description
Name of the data class. Description of the data class. Checkbox to specify if the data class has multiple rows. Each attribute in a multiple row data class is a cell in a table row. An invoice where there can be multiple items that need to be added requires a multiple row data class. For more information, see Data Classes (page 9). Name of the Resource Display page tab on which the data class attributes are added as fields. List of the data class attributes associated with the data class and their parameter values. For a description of the parameters, see Data Class Attribute Parameters (page 11). Opens the Data Class Attribute Configuration dialog, which lets you add new data class attributes.
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Chapter 4
Resources
Resources are items that can be managed by the Notification Server, such as computers, phones, contracts, and users. Resources are based on templates called resource types. Predefined resource types are provided for commonly used resources and you can also create your own. Whenever possible, use the predefined resource types. For information on the benefits of predefined resource types, see Predefined and User-Defined Resource Types (page 8). Note With all resources, you can manually enter data or you can import it from an external source. To manually enter data, see Adding a Resource in Altiris Asset Management Help. To import data, you will need Altiris Connector Solution or an Altiris connector for a specific application.
Resource Categories
Resource types are grouped into categories for convenience. Resource types within a category have similar characteristics, a common purpose, or other similarities. The following are the main resource categories: Asset Types Category (page 23) Contract Types Category (page 33) Service Types Category (page 33) Datacenter Types Category (page 33)
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The following table lists and describes the Asset Types category resource types.
Resource Type
Asset
Description
A dual-purpose resource type. First, it lets you enter generic asset data. Second, the resources displayed in the list of resources are an aggregate of all asset category resources. All predefined asset types are based on this resource type. If you are creating a resource type, we recommend basing it on an existing asset type to take advantage of built-in functionality.
Furniture and fixtures, such as chairs, desks, file cabinets, bookcases, artwork, tables, and lamps. Works with inventory data from Inventory Solution to let you associate additional data with the computer data collected by Inventory Solution, such as a barcode value. For information, see Computer Resource Type (page 32). Common fields for this resource type are picked up automatically when the resource is added through the Notification Server. Fax machines. Computer monitors. Networked printers. Network resources, such as hubs, switches, routers, and bridges. Any peripheral device connected to the network. Image scanners. Virtual machines. Company cell phones. Company desk phones. Company office equipment, such as calculators, photo copiers, paper punches.
Fax Machine Monitor Network Printer Network Resource Peripheral Scanner Virtual Machine Office Equipment Cell Phone Desk Phone Office Equipment
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Data Class
Identity
Description
Value on the asset tag attached to the resource.
Resource Types
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Network Printer Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Barcode
Identity
Barcode value for the resource. Used with Barcode Solution, the barcode can greatly simplify the way assets are tracked and updated in the console.
Color
ID Network Printer Details (fixed data class) ID Network Printer Details (fixed data class) Identity
Color printing.
DoubleSided
Double-sided printing.
Network Printer
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral
Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Location
Click the button to associate an asset with a location. To use reports including cost center information about the asset, it must be associated with a location.
25
Data Class
Manufacturer
Description
Free text field for entering the name of the manufacturer of the resource. If you are creating a new asset type and want to use reports including manufacturer, model, or system number information, the new asset type must include the predefined Manufacturer data class. Maximum resolution.
Resource Types
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Network Printer Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Max Resolution
Model
Free text field for entering the model name of the asset.
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Network Printer
Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Serial number for the resource. The individual serial number for each asset is an important feature of the overall solution. Use Inventory Solution to track hardware and gather data, including the serial number.
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Network Printer
Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
ServerName
ID Network Printer Details (fixed data class) ID Network Printer Details (fixed data class)
Speed
Printer speed.
Network Printer
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Data Class
N/A Resource Association
Description
Lets you define an assets status. Important for tracking the lifecycle of your assets and used in several reports.
Resource Types
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Accounting Information
The date entered in this field will by default be the date of the purchase order for the item. This field appears only if the resource is a Purchase.
Accounting Information
The three depreciation fields: Book, Custom, and Tax, all have the same functionality and are designed to be linked to Depreciation Schedules, but for different purposes. Example: The government specified depreciation timeframe on a monitor may be 5 years and thus a Depreciation Schedule will be linked to the Tax Depreciation field. But the company may have a policy of replacing monitors every 3 years, and thus a Depreciation Schedule will be linked to the Book Depreciation field. These fields appear only if Expense Type is set to Depreciate. Used in depreciation reports under Reports > Assets and Inventory > Asset Management > Accounting.
Accounting Information
Percentage for the extent the resource is used for business purposes. This will automatically be entered as 100% when the resource is entered through a Purchase and by default this field will appear blank. Enter a number in this field only if you wish to lower the percentage. This field appears only if Expense Type is set to Depreciate. Used in depreciation reports.
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral
Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
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Data Class
Accounting Information
Description
Cash recouped from sale of asset. This is a static field and does not automatically update the original purchase order. This field appears only if Assets Status is set to Disposed.
Resource Types
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Cost Items
Cost Items
Items that are expenses associated with a resource. Example: Ink cartridges for a printer. Type: The type of cost. Cost Code: Links to predefined Accounting Codes. Description: Free text description. Purchase Order: Links to a Purchase Order.
Accounting Information
Date asset was discovered missing. This field appears only if Assets Status is set to Missing.
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral
Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Date of Reservation
Accounting Information
Date the item has been reserved for. This field appears only if Assets Status is set to In Stock.
Disposal Date
Accounting Information
The date the asset was disposed. Used in disposal reports (Reports> Assets and Inventory> Asset Management > Disposal). This field appears only if Assets Status is set to Disposed.
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Data Class
Accounting Information
Description
Reason for disposing of the asset. Useful for tracking lifecycle. This field appears only if Assets Status is set to Disposed.
Resource Types
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Scanner Virtual Machine Furniture and Fixtures Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Cell Phone Desk Phone Office Equipment
Expense Type
Accounting Information
Gives you the option of defining the resource as a depreciable asset or an expense. If the resource has associated non-depreciable expenses, enter the expense as a Cost Item rather than a separate resource. This field appears only if the resource is a Purchase.
Accounting Information
Planned date for disposal of the resource. This field appears only if the resource is a Purchase.
Purchase or Lease
Accounting Information
Define if the resource is a purchase or on a lease agreement. If the asset is a purchase, extra fields appear including Expense Type, which lets you use depreciation fields and functionality.
Reserved
Accounting Information
Select if the item has been reserved. This field appears only if Assets Status is set to In Stock.
Return Date
Accounting Information
Date the materials were returned. This field appears only if Assets Status is set to RMA.
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Data Class
Accounting Information
Description
Returned materials authorization number. This field appears only if Assets Status is set to RMA.
Resource Types
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
StockRoom Details
Accounting Information
Free text field for stock room details. This field appears only if Assets Status is set to In Stock.
Warranty Period
Accounting Information
Enter a whole number for the number of days the resource is under warranty.
Work Order
Accounting Information
Details of the Work Order for the RMA. This field appears only if Assets Status is set to RMA.
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Description
Lets you associate other assets with the asset. With assets you can also use the Resource Association Diagram (page 36) to view all associated assets and resources. See Resource Type Relationships (page 15).
Resource Types
Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Computer Fax Monitor Network Device Network Printer Network Resource Peripheral Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment Scanner Virtual Machine Furniture and Fixtures Cell Phone Desk Phone Office Equipment
Owners
Lets you associate Users with the asset. Once you have created associations between different resource types and assets or other resource types, use the Resource Association Diagram (page 36) to view all the associations for the particular item.
4.
5.
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longer considered active. If a retired asset is reassigned to another user, change its status back to active.
4. 5.
Enter a new name for the computer in the Edit Computer Name field of the dialog that opens. If the name of the computer is not editable, the status of the computer is not set to Retired or Disposed. To change the status of the computer, select the Accounting
32
Information tab, change the status in the Asset Status field to Retired or Disposed, and click Apply. The computer name is now editable. 6. Click Done.
Description
Includes three default resources (Server, Test, and Workstation) to let you specify what type of function or role a computer has. You determine the computer type in the Type tab when editing or creating a new computer resource. Power sources used by the network. These are intended to be associated with UPS resources. Network resource racks. You can specify which network resources (example: servers, power switches, hubs, and so on) are included in each rack. Uninterrupted power supply resources. Includes details on voltage, input/output frequencies, currents, and so on.
Power Rack
UPS
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Bulk Editing
Lets you edit the common fields of multiple resources simultaneously.
To bulk edit
1. 2. 3. 4. 5. In the Altiris Console, select the Resources tab. In the left pane, select the resource type of the resource you want to edit. In the content pane, select the resources you want to edit. Right-click the resources and select CMDB Functions > Bulk Edit. Make the wanted changes in the page that opens. Note To edit resource associations and dataclass attributes from a list of resources, select the relevant checkbox and then make the wanted changes in the Click to select field. If you want to remove resource associations, select the relevant checkbox and click OK without making other changes. Example: When bulk editing a list of computers, select the Location checkbox, leave Click to select blank, then click OK, and you will remove all location resource associations. 6. Click OK.
Merging Resources
You can merge any two assets or contracts together into a single record, even if they do not contain the same fields. However, you cannot merge an asset with a contract. This feature is useful if you have duplicate entries. The data you merge does not need to be from the same resource type. Example: You can merge a Printer and a Network Printer. When data is merged between resources, you select which resources data classes to keep. For data types common to both resources, you select which resources data class to keep. If a data class exists only for the resource that is not being kept, the data for that data class will be discarded. Associations from the resource that is to be deleted are transferred to the new resource. If there is more than one of the same type of association, the older association is deleted. Notes Tasks are supplied for common merge functions in the Tasks tab under Tasks > Assets and Inventory > Merge Assets. To automatically merge duplicate users or computers, see Merging Duplicate Computer or User Resources Automatically (page 50).
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If you want to merge two resources that were not added using the same resource type, select the Asset or Contract resource type. 3. In the content pane, find and select one of the resources you want to merge, hold down the Ctrl key, and select the other resource you want to merge. The order in which you select the resources does not matter, but be sure you have only two resources selected. 4. 5. Right-click one of the selected resources and select Merge Resources. In the dialog that appears, select the resource that will be the primary resource. This is the resource that will be kept after the merge and the resource type on which the merged resource is based. 6. 7. 8. For each resource type, select the data to keep for the merged resource. Click Apply. The merged resource has the name of the primary resource and the other resource is deleted.
3.
4.
Name the collection and make any other wanted changes and click Apply. Note This requires sufficient Notification Server permissions to create collections.
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6.
The new collection will appear by default in the Resource Management > Collections folder.
Common Item Tasks for a Resource on the Resource List Page Item Task
Edit Resource Manager
Description
Edit the resource. Opens the Resource Manager, which displays details about the resource.
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Common Item Tasks for a Resource on the Resource List Page (Continued) Item Task
Delete Approve Move Export Properties CMDB Functions
Description
Deletes a resource from the Notification Database. Approves a contract. Moves a resource. Exports the resource data as an .XML file. Opens a page that displays data about the resource, including general, security, and audit data. Includes Assignment Functions, Set Asset Status, Resource Association Diagram, and Resource Change History. Descriptions included in this table. To perform the selected action for a resource without opening the Resource Display page. Available actions depend on the resource type. Includes Add Cost Item, Dispose of Asset(s), and Retire Asset(s). One common action is Bulk Edit. See Bulk Editing (page 34).
Assignment Functions
Assign the asset to a Owner, Cost Center, or Location. Available actions depend on the resource type. Note When you assign an owner through an item task, all previous ownership associations are deleted.
Sets the status of a resource. The status of a resource determines how it is treated in reports and statistics. Options: Active: Asset is in use Disposed: Asset is no longer associated with the company In Stock: Asset is available for use Missing: Asset is still associated with the company but missing On Order: Asset will soon be available for use Retired: Asset is no longer is use but not disposed Returned to Lessor: Asset has been returned to Lessor. RMA: Asset has been returned to manufacture for repair or replacement.
When multiple resources are selected, choose this option to make changes to all selected resources. Creates a copy of the resource. Clone a resource and make changes to the clone to enter data for similar resources. Opens the Resource Association Diagram.
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Common Item Tasks for a Resource on the Resource List Page (Continued) Item Task
CMDB Functions > Resource Change History Add To Collection
Description
Opens a page with a history of changes to the resource data.
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Example: You want to perform a Yahoo search on the manufacturer of a monitor by right-clicking on the monitor from the Resource List page. The following applicable data is in your Notification Database for a particular monitor: Name: SuperMonitor100 Manufacturer: ACMEMonitor
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The values in the following table are used in the Editable Task Link page.
Value
Test Test item task for searching for a monitor manufacturer. Monitor All Monitors WHERE [Manufacturer].[Manufacturer] not null Url http://search.yahoo.com/search?p=%Manufacturer.Manufacturer% Manufacturer
When you right-click on the previously listed monitor in the Resource List page and select User Defined > Test, a page with the following URL is launched: http://search.yahoo.com/search?p=ACMEMonitor
Reports
To access CMDB Solution reports, in the Altiris console, click the Reports tab and select Reports > CMDB. The CI reports are referring to configuration items. Configuration item is the base definition for any item in the CMDB database. For information on reporting, see Altiris Notification Server 6.0 SP3 Help.
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Chapter 5
41
To delete a status value, select the value from the list of values, and click Delete. Predefined values cannot be deleted and are not displayed in the field. 4. Click OK.
Ownership
Ownership of resources may involve single or multiple users. Assets can be partly owned by different users or departments or cost centers, and can be transferred from one owner to another.
4.
Notes
When you opt to allow multiple owners, you can only add multiple owners of either department or user resource types. You cannot have both resource types as owners. Once ownership style is set to multiple, it cannot be changed to single.
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4. 5. 6.
In the dialog, right-click the asset you want to move and select CMDB Functions > Assignment Functions > Assign Owner. Select the new Owner and click Done. In the Assign Owner to Asset dialog, you can Also set the ownership of associated assets.
Note If you have an asset owned by a single user the ownership will be set to 100%. If you import more owners for the asset without specifying their percentage, they will have 0% ownership. To increase the ownership percentage for the new owners you must do it in the assets associations tab.
43
Important To ensure ownership information is correct, you must import both the ownership resource associations and the percentage ownership data for the ownership details data class. After importing any data with Altiris Connector Solution, you must run the Clean Ownership task.
10. If you want to assign computer ownership immediately, in the content pane click Run Now. 11. Click OK.
44
Using default values for fields that do not change from resource to resource saves data entry time. Examples: If your company uses the same cost center for most purchases, you can set that cost center as the default. Then, you need to change the value only when a different cost center is used. When data is imported, default values are not applicable.
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Notification Server after a specified period. This is a database clean-up feature that deletes computers that are no longer interacting with Notification Server or on the network from the database. If you have added associated data for one of these computers through the Computer resource type, this data will be deleted when the computer is deleted. If you do not want this to occur, the computer purge feature must be disabled.
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47
5. 6. 7. 8.
Enter the name you want to appear for the resource type in the Display String field. Click Apply. Select Enable to activate the change. Click Apply. Note Display name changes may not appear immediately. You may need to restart the IIS working process.
3. 4. 5.
In the dialog that opens, enter a value that reflects the position in the order you want the tab and then click OK. Click Apply.
48
Copying this data lets you enter values for or modify this data through CMDB Solution and not lose the data each time Inventory Solution re-collects data. If CMDB Solution did not copy, but instead modified, the data collected by Inventory Solution, the changes made would be lost the next time Inventory Solution collects data. The CMDB Solution synchronization feature updates computer data copied from Inventory Solution for added or removed computers, but computer and device data you have entered through CMDB Solution remains intact when the update is made. Example: You use Inventory Solution to collect data on your computers, but no system number data is available as part of the inventory. You use CMDB Solution to enter system number data for each computer. Inventory to Asset Data Synchronization updates the computer data in CMDB Solution, but it does not erase any of the data you entered for system numbers. Note If you use this feature, we recommend disabling the computer purge feature. See Disabling the Computer Purge Feature (page 45). This feature is only for users of Inventory Solution in conjunction with CMDB Solution.
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50
For detailed examples of creating CMDB Rules, see the various outlined scenarios and examples in CMDB Scenarios (page 57).
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Chapter 6
Security
In most environments, you will have multiple users that need to have various degrees of access to CMDB Solution. Each type of user has different access needs. Setting up security properly will ensure that your data is secure while permitting users to have the access they need. Example: A user might be a manager, who needs to have access to reports in the department the user manages. Another user, the administrator, requires permissions over everything. CMDB Solution supports the two methods of security provided by Notification Server: Role-based Security (page 52) Scope-based Security (page 54)
Role-based Security
In Notification Server security, a role is a group or individual with a set of Notification Server permissions. An individual is a Windows domain or local computer user. A group is a domain, local computer, or Notification Server defined group of users. After you configure a role, you can add a user to that role. Role-based security lets you set privileges for accessing Altiris Console tabs; the creation of reports, collections, and policies; the changing of security settings; the changing of incidents; and more. We recommend that you add those that need access to CMDB Solution to roles and then set the privileges for these roles accordingly. To assist you, there are several predefined roles available.
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assign the appropriate users to each role. The privileges of each role can also be modified if needed.
Description
Rights to all CMDB related elements of the Altiris Console (tasks, configuration items, console, and so on). Can create, edit, and delete asset and contract types; view, edit, and create assets and contracts; and create reports and policies. Access to the Configuration, Resources, Reports, and Tasks tabs. Privileges: View/Create/Edit/Delete/Approve.
CMDB Manager
Rights to all CMDB related elements of the Altiris Console, except configuration. Can view, edit, and create assets and contracts (but not asset and contract types); can create reports and policies. Access to the Resources, Tasks, and Reports tabs. Privileges: View/Create/Edit/Approve.
CMDB Worker
Rights to the Altiris Console, specific reports, and specific resource types. Can view and edit assets and contracts. Access to the Resources and Reports tabs. Privileges: View/Edit.
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8.
Click Apply. For information on security, see Altiris Notification Server 6.0 SP3 Help.
Scope-based Security
With scope-based security, you set permissions on items in the Altiris Console. You can set permissions on resource types, data classes, resource association types, item tasks, reports, folders, collections, and other items. Permissions let you control exactly what data is accessible by users or groups belonging to Notification Server security roles. You might want to limit who can view or manage certain resource types for security reasons. You can limit what resource types are viewable and manageable from the Resources tab. You can set security for an individual resource type or a complete folder. Example: You can limit who can see the contract resource types, or you can limit who can change the permissions for the Computer resource type. Note When setting security for resource types, you are not determining who can add or edit resources, but who can view and manage the resource type itself. You can also limit who can view or edit the data about a resource. Example: You might not need to limit which asset workers can view the list of computers, but you might want to limit who can view the accounting data for computers. Further, you might want to allow only certain people to view the accounting data for computers, while other people are allowed to both view and edit the accounting data for computers.
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4. 5.
To change the inherited permissions, clear the Inherit the permission from parent object that apply to child objects checkbox. Click Apply. After clicking Apply, you can have the permissions that were inherited copied to this entity or removed.
6.
To copy the inherited rights for editing, click Copy; to remove all inherited rights, click Remove. Note It is recommended to always Copy and then modify the existing settings. You can define which permissions each user or role has. You set these permissions by adding or editing a permission.
7.
To add a new permission, do the following: a. b. c. d. e. Click Add. Select a role. To add a user or group, click Advanced. Select the permissions you want this user, group, or role to have. Click Select.
8.
To edit a new permission, do the following: a. b. c. Select the user, group, or role and click Edit. Select the permissions you want this user, group, or role to have. Click Select.
9.
Click Apply.
Note Removing inheritance and/or adding permissions for individual users instead of security roles can greatly increase the maintenance effort required to update security rights.
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Chapter 7
CMDB Scenarios
The purpose of this chapter is to provide examples of CMDB rules, and show you how to create them step-by-step for educational purposes. Although the scenarios may or may not be applicable in your organization, the processes for creating them will be.
10. Click OK. 11. In the expression drop-down list select =. 12. In the text field enter Retired. The expression should read [Assets Status].[Name] = Retired. 13. Click the Add icon again under Expression. 14. In the new expression line select [Assets Status].[Name]. 15. In the dialog, select Data Classes > General Data Classes > Comment > Comment. 16. Click OK.
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17. In the expression drop-down list select is null. The expression should read [Comment].[Comment] is null. 18. Expand Step 2. Add data class to modify. 19. In the Comment row, in the Source column, select <Value> in the drop-down list. 20. In the text field type Please prepare this asset for collection by the IT staff. 21. Click Apply.
10. In the left pane, right-click Task Management > Client Tasks. 11. Select New > Task/Job. 12. In the left pane of the dialog, select Server Tasks > Send Email. 13. Enter the appropriate information, including e-mail address and a note that the asset is ready for disposal in the relevant fields, and click OK.
Create a Job for the CMDB Rule Execution and Send E-mail Tasks
1. 2. 3. 4. 5. 6. 7. 8. In the Altiris Console, click the Tasks tab. In the left pane, right-click Task Management > Jobs. Select New > Task/Job. In the left pane of the dialog, select Jobs > Server Job. In the right pane, enter Test CMDB Rule Job in Name. Click Add Existing. Add Test CMDB Rule Execution and Send Email tasks in that order. Click OK.
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Example: Dell Computer Corporation may be entered as Dell Computers, Dell, Dell Servers, and so on. The Dell Computer Manufacturer Normalization rule searches the database for computers with Manufacturer field entries including the word Dell, and changes the entries to a uniform Dell Computer Corporation. If you were creating this rule from the beginning, here is how you would do it: 1. 2. 3. 4. 5. 6. 7. 8. 9. In the Altiris Console, click the Configuration tab. In the left pane, right-click Configuration > Solutions Settings > Connectors > CMDB Rules. Select New > CMDB Rule. Enter Dell Computer Manufacturer Normalization in the name field. In Resource Type under Step 1. Select Resources, select Computer. In Target Using, select Logic Expression. Click the Add icon under Expression. Click Select. In the dialog, select Resource Attributes > Data Classes > CMDB Data Classes > Manufacturer > Manufacturer.
10. Click OK. 11. In the expression drop-down list select like. 12. In the text field enter Dell%. 13. Click the Add icon again under Expression. 14. In the expression drop-down list select <>. 15. In the text field enter Dell Computer Corporation. Note This expression will look for any entry beginning with Dell except for entries that read Dell Computer Corporation. 16. Expand Step 2. Add data class to modify. 17. In the Source column in the Manufacturer row, select <Value>. 18. In the text field, enter Dell Computer Corporation. Note Any Manufacturer fields found to have an entry beginning with Dell (except for those that already read Dell Computer Corporation) will be changed to Dell Computer Corporation. 19. Click Test Rule. 20. Click Run Now. 21. Click Apply.
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10. Click Apply. Now that you have created the resource type, the next step is to create a new e-mail service resource and populate it with the required components.
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4. 5. 6. 7.
Name the new resource Test Email Service. Click the Components tab. In the Supporting Systems field, click the button.
In the dialog, choose the relevant resource types (Computers, Services, and so on), then select the relevant resources included in your e-mail system (exchange servers, ISP service, and so on) and add them to the supporting systems field. Click Apply.
8.
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Index
Numerics
2300 45 synchronizing hierarchy 46 computer assigning ownership automatically 44 cleaning-up data 45 ownership assignment 44 renaming disposed 32, 32 computer ownership 44 computer purge feature 45 Computer resource type 24, 32 computer type 33 computers merging duplicates 50 Contract Administrators security role 53 Contract Data Classes 9 Contract Management Solution installation 6 requirements 6 contract type resource type 23 contract types category 33 custom status value 41 bulk 37 Edit Resource Type page 19 exporting resource types 17
A
Application Metering solution 3 asset multiple users 42 retiring or disposing 31 Asset Administrators security role 53 Asset Control Solution installation 6 requirements 6 Asset Data Classes 10 asset life cycle 31 Asset resource type 24 asset type category 23 resource type 23 assigning computer ownership 44 associated security reporting 55 association type creating 16 Assset Types Category Common Fields 24 attribute adding to data class 11 automatically generated value 13 parameters 11 attribute property maximum length 12 type 12 audit information 37 auto run picker tree reports 41 auto-generated values 13 automatically generated values 13
F
Fax Machine resource type 24 field display order 13 Furniture and Fixtures resource type 24
H
hidden attribute 13 hidden field 13 hierarchy collection 46
I
importing resource types 17 input mask 13 installation 6 inventory clean up 45 Inventory Solution 3 Inventory Solution data synchronization 48 IT Infrastructure Library standards 3 item foreign key 12 item task 4 adding 38 item tasks table of 36 ITIL standards 3
D
data class 4 adding an attribute 11 asset 10 attribute parameters 11 configuring 10 creating 10 overview 9 setting permissions 54 data class attribute 4 automatically generated 13 data class attribute parameter 4 data mask 13, 13 data synchronization 48 datacenter types category 33
K
key attribute 12 key field 12
L
licensing 6
B
base resource type 4, 8 bulk edit 34, 37
life cycle of an asset 31 default values for resource type fields 18, M 44 deleting computers 45 Desk Phone resource type 24 display order 13 disposed computer renaming 32 disposing of assets 31 duplicate computers 50 duplicate users 50 Manufacturer attribute policy 26 mask 13 merging computers 50 merging resources 34 merging users 50 Monitor resource type 24 multiple user assets 42
C
category asset types 23 Cell Phone resource type 24 change history 49 clean up ownership relationships 43 CMDB manager security role 53 CMDB rules 51 CMDB worker security role 53 collection
E
edit
N
Network Printer resource type 24
O
Office Equipment resource type 24 override resource RAD tab 41 ownership 42 transfer 42 transfer ownership of an asset 42 ownership rule 42 ownership style 42
P
parameters for attribute 11 percentage ownership of resources 43 Peripheral resource type 24 power 33 Predefined Resource Types and User Defined Resource Types 8, 8 primary computer user 44 purging computers 45
asset types 23 Assets 24 Cell Phone 24 Computer 32 contract types 23 creating 17 Desk Phone 24 editing 16 exporting 17 Furniture and Fixtures 24 importing 17 Monitor 24 Network Printer 24 Network Resources 24 Office Equipment 24 Scanner 24 service types 23 setting default values 18, 44 setting permissions 54 resource type interface items 19 Resource Type Relationships 15 resource types computer type 33 contract 33 datacenter 33 power 33 rack 33 UPS 33 retired computer renaming 32 retiring assets 31 role creation considerations 54 role-based security 52
U
UPS 33 users merging duplicates 50
V
Virtual Machine resource type 24
R
rack 33 registration 6 renaming disposed computers 32 renaming retired computers 32 report on owned resources 56 reports 40 security scoping 55 require field 12 required attribute 12 requirements 6 resource 4 categories 23 change history 49 merging 34 resource association creating 16 resource association diagram 36 resource association type 5 creating 16 overview 14 Resource Association Type page 20 resource associations clean up ownership 43 Resource Data Class page 21 Resource Data Class Summary page 22 Resource Display page tab order 48 resource foreign key 12 Resource List page 20, 36 resource reports 40 resource type 5 advised usage 8
S
Scanner resource type 24 scope-based security 54 security 37 configuring role-based 53 considerations 54 predefined roles 52 role-based 52 scope-based 54 setting for data class 54 setting for resource type 54 security scoping 55, 56 service type resource type 23 setting the tab order 48 static list 12 status value custom 41 synchronizing hierarchy collections 46 synchronizing Inventory Solution data 48
T
tab order 48 terminology 4 transfer asset ownership 42