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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

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/ 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/Agreement Details

Software Delivery

Configuring Software Package

Configuring Software Delivery Schedule

Viewing Software Delivery Status

Viewing Software Uninstallation Report

Allocating/ Deallocating Licenses

Patch Reports


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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

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/Executable Execution Type

Viewing Software Process List

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 configure Asset Locations, Stores, and Floors. The Assets are always associated to a Location under which Stores and Floors are configured to track them or discover them.

Asset Locations

Asset Location is a placeholder that can be used to create hierarchical Locations list. You can create Regions at the root node followed by Countries > States > Cities > Campuses in a hierarchical way.

Stores

Store is a place where newly procured or deallocated Assets are stocked. Every campus needs to have at least one Asset Store.  When Assets are imported, aligning them to a Store is mandatory. The In-Store Assets are available for allocation.

Floors

Floor is a place where end users work or where the Assets are put to use. Every campus can have multiple Floors configured based on the Floor plan. Associating an Asset to a Floor is mandatory during the Asset Allocation process.

To add Location and Store:

  1. Select Asset > Configuration > Asset Masters > Location and Store.

  2. On the LOCATION AND STORE page, select the Tenant. You can see the Locations configured for the selected Tenant.


    Figure:  LOCATION AND STORE page

Locations

You can create a new Location, configure it, rename it, and deactivate it. You can add Stores and Floors to the Location.

Expand
titleCreating New Parent Locations
  1. Right-click on a Location and click Create Parent Location.
  2. Type in a name for the new Parent Location.


    Figure:  LOCATION AND STORE page: Creating Parent Location


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titleCreating New Child Locations
  1. Right-click on the Location under which you want to add the new Child Location.
  2. Click Create Child Location.
  3. Type in a name for the new Child Location.


    Figure:  LOCATION AND STORE page: Creating Child Location


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titleConfiguring Locations
  1. Right-click the Location that you want to configure.
  2. Click Configure. Type in the details in the Value, Short Code, and Mail To fields.

    Note
    titleNote:

    When an Asset is returned, notifications are sent to the specified e-mail ids in the Mail To field. If more than one e-mail id is specified, use semicolon (;) to separate them.


  3. Click SUBMIT.

    LOCATION DETAILS pop-up page
    Figure:  LOCATION DETAILS pop-up page


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titleRenaming Locations
  1. Right-click on the Location that you want to rename.
  2. Click Rename.
  3. Type in the new name for the Location.


    Figure:  LOCATION AND STORE page: Renaming Locations


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titleDeactivating Locations
  1. Right-click on the Location that you want to deactivate.
  2. Click Deactive.
  3. The deactivated Location is displayed with a red color code indicating that it is deactive. 
    Figure:  LOCATION AND STORE page: Deactivating Locations


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titleCreating Stores
  1. Right-click on the Location under which you want to add the new Store.
  2. Click Create Store.
  3. Type in a name for the new Store.


    Figure:  LOCATION AND STORE page: Creating Stores


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titleCreating Floors
  1. Right-click on the Location under which you want to add the new Floor.
  2. Click Create Floor.
  3. Type in a name for the new Floor.


    Figure:  LOCATION AND STORE page: Creating Floors


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titleConfiguring Time Zones
  1. Right-click on the Location under which you want to add the Time Zone.


    Figure: LOCATION AND STORE page.

  2. On the LOCATION DETAILS pop-up page, specify the Value, Short Code, Location Code, Location Group, Type, Time Zone and E-mail ID

    LOCATION DETAILS pop-up page
    Figure:  LOCATION DETAILS pop-up page. 

  3. Click SUBMIT


    Figure:  LOCATION AND STORE page: Configuring Time Zone 

Stores

You can rename a Store, configure it, and de-activate it.

Expand
titleConfiguring Stores
  1. Right-click on the Store that you want to configure.
  2. Click Configure. Type in values for Value, Short Code, Type and E-mail ID.
  3. Click SUBMIT.

    STORE DETAILS pop-up page
    Figure:  STORE DETAILS pop-up page


Expand
titleRenaming Stores
  1. Right-click on the Store that you want to rename.
  2. Click Rename.
  3. Type in the new name for the Store.


    Figure:  LOCATION & STORE page: Renaming Stores


Expand
titleDeactivating Stores
  1. Right-click on the Store that you want to deactivate.
  2. Click Deactivate.
  3. The deactivated Store is displayed with a red color code indicating that it is deactive.


    Figure:  LOCATION & STORE page: Deactivating Locations

Floors

You can rename a Floor, configure it, and de-activate it.

Expand
titleConfiguring Floors
  1. Right-click on the Floor that you want to configure.
  2. Click Configure. Type in values for ValueShort CodeFloor Subnet and other details. Click ADD.
  3. Click SUBMIT.

    FLOOR DETAILS pop-up page
    Figure:  FLOOR DETAILS pop-up page


Expand
titleRenaming Floors
  1. Right-click on the Floor that you want to rename.
  2. Click Rename.
  3. Type in the new name for the Floor.


    Figure:  LOCATION & STORE page: Renaming Stores


Expand
titleDeactivating Floors
  1. Right-click on the Floor that you want to deactivate.
  2. Click Deactivate.
  3. The deactivated Floor is displayed with a red color code indicating that it is de-active.


    Figure:  LOCATION & STORE page: Deactivating Locations

ACTIONS

This section explains all the icons on the ACTIONS panel of the LOCATION AND STORE page.

EXPAND ALL

Click EXPAND ALL to drill-down the Locations to display all the Locations, Stores, and Floors configured under them.

Note
titleNote:

When the Locations are expanded, COLLAPSE ALL icon is displayed on the ACTIONS panel. Click the icon to collapse the Locations display.


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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