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titleSummitAI Asset Management

SummitAI Asset Management


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titleConcepts

Application Control

Asset Integration

Asset Reconciliation

Asset Types

Consumable Vs. Accessories

Hardware Variance

Remote Desktop

Software Variance

Software Delivery and Uninstallation


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titleAnalysts

Analysts

Asset Dashboard

Searching Users

Searching Assets

My Assets

Reconciling Assets

Asset Inventory

Fixed Assets

Consumable_AM

Accessories

Software

Variance

Viewing Hardware Variance

Viewing Software Variance

Viewing New Discovery

Verifying Scanned Assets

Import

Importing Assets

Importing and Allocating Assets in Bulk

Activating or Deactivating and Moving Assets in Bulk

Approvals

Verifying Asset Reconciliation

Approving Asset Movements

Printing Gate Pass

Approving Asset Deactivation

Approving Physically Verified Assets

Reconciling Store Wise Assets

Approving Store Wise Reconciled Assets

Approving Asset Using Maker-checker

Contract Management

Adding Contract or Agreement Details

Software Delivery

Configuring Software Package

Configuring Software Delivery Schedule

Viewing Software Delivery Status

Viewing Software Uninstallation Report

Allocating or Deallocating Licenses

Patch Reports

Asset Physical Verification


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titleAdministrators

Administrators

Configuring Asset Management Module

Configuring Asset Category Using Form Builder

Configuring My Asset List Page

Custom Scheduler Jobs

Asset Masters

Configuring Location And Store

Configuring Asset Purpose

Configuring Action Attribute

Configuring Fault Type

Configuring Solution Type

Configuring Notifications and Templates

Configuring Allocation Form Template

Configuring Key Field Mapping

Configuring Data Templates

Configuring Field Display Order on Fixed Asset List Page

Software

Software Request Mapping Form

Adding/ Updating Software

License Mapping

Blacklisting Software

Configuring Software Baseline Profiles

Software Baseline Profile Mapping

Configuring Software License

License Key Mapping

Depreciation

Configuring Depreciation Formula

Configuring GAAP Depreciation

Configuring Depreciation Field Mapping

Configuring Custom Depreciation Formula

Mapping

Discovery Mapping

Configuring CMDB Mapping

Procurement Mapping

Account Mapping

Configuring Custom Hardware Variance

Mapping ServiceNow Category

Application Control

Creating/Updating Profile

Mapping Profiles

Configuring Application Control Messages

Configure Software and Executable Execution Type

Viewing Software Process List

Endpoint Compliance

Endpoint Dashboard

Endpoint Compliance

Viewing Endpoint Profile List

Configuring Endpoint Profile

Viewing Dynamic Endpoint

Configuring Dynamic Endpoint

Mapping Endpoint Profile

Patch Management

Viewing Patch List

Creating Asset Groups

Configuring Patches

Others

Configuring Asset Application Settings

Configuring Asset Movement

Configuring Asset Alerts

Configuring Store Threshold

Configuring Asset Scan Domain List

Configuring Local Password Management

Configuring E-mail Notifications

Configuring Asset Integration Details

Configuring Additional Discovery

Scheduling Asset Physical Verification

Configuring Product Price

Adding Software Deployment Profile

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

Mapping Approver

Deactivation Approval Matrix

Configuring Deactivation Approval Matrix

Configuring Approver

Configuring Location-Wise Approvers

SUMMIT Software Center


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titleReports

Viewing Reports


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You can add details for a Software Asset type (see: Asset Types). You can configure details, such as license name, license type, company name, and so on for a selected Category of Software Asset.

To add Software Assets:

  1. Select Asset > User > Asset Inventory. The ASSET INVENTORY page is displayed. For more information about ASSET INVENTORY page, see Asset Inventory.

  2. On the ASSET INVENTORY page, select SOFTWARE.

  3. On the ACTIONS panel, click ADD. The ADD SOFTWARE page is displayed.

  4. On the ADD SOFTWARE page, select the Tenant, Category, and search for a Store using the Search icon. Based on the selected Category and Store, the details are displayed.

  5. Under the SOFTWARE DETAILS section, specify the required information for the new Asset. For more information about the fields on the ADD SOFTWARE page, see 27558364.

  6. Click SUBMIT.


    Figure: ADD SOFTWARE page

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the ADD SOFTWARE page:

Fields

Description

DETAILS

Category

Select the Category to which you want to add the Software.

Store

Select the Store to which you want to add the Software.

SOFTWARE DETAILS

FIXED GROUP

Publisher

Select the Publisher of the Software. You can configure the Publisher on the COMMON MASTERS page using the Master Type Publisher. For more information about how to configure a Master Type, see Configuring Common Masters in SummitAI General Online Help.

Contract Mapping

Select the Contract Mapping from the drop-down list. The Contacts are configured on the AGREEMENT DETAILS page. For more information about how to add Contract details, see Adding Agreement Details.

License Model

Select the License Model for the Software that you want to add. You can configure the License Model on the COMMON MASTERS page using the Master Type License Model. For more information about how to configure a Master Type, see Configuring Common Masters in SummitAI General Online Help.

SKU Number

Type in the Stock Keeping Unit (SKU) Number of the Software License.

Customer

Select the Customer from the drop-down list. You can add Customers on the CUSTOMER LIST page. For more information about how to add a Customer, see Adding Customers in SummitAI General Online Help.

Licensing Rule

Select the License Rule from the drop-down list. Based on the Licensing Rule that you select, the users can generate the PVU Based license Compliance report. See PVU Based License Compliance.
Note: The Licensing Rule field is displayed only when the user selects PVU Based in the License Model field.

Show Software Inventory

  • With Software Version: If selected, you can specify the version of the software in the Software Version field under the LICENSE DETAILS section.
  • With Service Pack: If selected, you can specify the service pack in the Service Pack field under the LICENSE DETAILS section.

LICENSE DETAILS

License Publisher

Select the Software Licence Publisher from the drop-down list.

License Name

Select the Software Licence Name from the drop-down list.

License Type

Select the Software Licence Type from the drop-down list.

From Date

Select the Date of Purchase of the Software License.

To Date

Select the Date until which the Software License is valid.

Keywords (Exist)

Specify the keywords that exists in the License Name to map the license to the Software Publisher.

Keywords (Not Exist)

Specify the keywords that do not exist in the License Name to map the license to the Software Publisher.

License Key

Specify the Software License Key.

Quantity

Specify the Quantity of the Software License(s).

Unit Price($)

Specify the Unit Price of the Software License.

Software Version

Select the version of the software from the drop-down list.

Service Pack

Select the service pack from the drop-down list.


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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents