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Overview
In Asset Management, you can configure the asset categories and their attributes using the Form Builder custom forms feature. For example, the Desktop category form, Laptop category form, etc.
The data required for these attributes can be sourced from 2 methods:
- Manual entry of records (Add Asset record) / Excel Import
- Asset Discovery
For more information on Form Builder, refer to Configuring Asset Category using Form Builder.
Attributes like Warranty start and end dates, End of Life information, etc require a manual entry from IT Asset Manager. This may result in discrepancies due to manual entry errors or improper data.
To overcome this issue and have updated data in the system, a new configuration called Vendor Portal Configuration is introduced, where the users can access the Warranty and End of Life information directly from the Vendor portal.
Vendor Portal Configuration
Vendor Portal configuration enables the Asset Administrator to extract the required attributes information (Warranty and End-of-Life) directly (auto-populated) from the vendor portal.
This configuration allows the capture of information published by the vendor which is available on their website or on their public information forum.
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The Vendor Portal Configuration is available for Fixed Assets only. |
Benefits
- Easy configuration setup with various vendors.
- Establish a connection with Vendor Portal through API and extract the information exposed to the public.
- Enables a stable connection with Vendor Portal for smooth operation.
Prerequisites
The user is expected to have the vendor API information and the API authentication mechanism that the vendor supports.
Configure Vendor Portal
To configure the Vendor Portal, perform the following steps:
- Navigate to Admin > Basic > Infrastructure > Integration > Vendor Portal.
The Vendor Portal configuration page is displayed. - Select the desired Tenant from the left pane, which is a mandatory field.
- Click Add New from the right ACTIONS panel to configure new warranty information for a particular Tenant.
The Vendor Portal configuration page is displayed.
Figure: Vendor Portal configuration page
- On the Vendor Portal configuration page, specify all the required information. To know more about the fields on the configuration page, head to Field Description.
- Click SUBMIT.
The Vendor Portal configuration will be saved.
Field Description Anchor FD FD
The following table describes the fields on the Vendor Portal Configuration page:
| Field | Description | ||||||||||||||
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BASIC DETAILS- Basic information capture | |||||||||||||||
| Vendor | Select the desired Vendor from the drop-down, which is a mandatory field.
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Conditions | Configure conditions for Warranty information.
NEXT- Saves the configuration and the query will reflect on the conditions text area. DELETE & CLOSE- Deletes the query entered and closes the pop-up screen. RESET- Clears the query on the popup to add fresh configurations.
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| Active | Indicates the configuration state as active. NOTE: This is an auto-checked field. | ||||||||||||||
API DETAILS- Capture of API-related informationbased on the selection made under Basic Details section. | |||||||||||||||
| API Configuration Name | Enter the desired API Configuration Name in the text box, which is a mandatory field. | ||||||||||||||
| Method | Select the desired Method (GET, POST, PUT) from the drop-down, which is a mandatory field. | ||||||||||||||
| API Timeout (In Seconds) | Mention the desired API timeout in numerical value. | ||||||||||||||
| API URL | Enter the desired API URL in the text box. VERIFY- Verifies the API URL and returns the response based on the appended parameters. | ||||||||||||||
| Params | Params are the key attributes based on which the warranty information can be searched. These params will be appended to the query string that is sent to the vendor. The columns displayed in this field are as follows:
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| Authentication | Select the desired Authentication type from the drop-down. The drop-down values displayed in this field are as follows:
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| Headers | Headers are the parameters that can be passed in the API header. Click “+” to add a new value to the row.
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| Body | The body can be entered or configured here based on the selected request type format.
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| Response | The configured job will enable the API to run, and the response is recorded under the response tab. | ||||||||||||||
MAPPING- Map the API response to the standard fields.
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| Response Passing Type | Free Form is the mandatory and default value defined for this field. | ||||||||||||||
| Response Body | Body is the default value defined for this field. | ||||||||||||||
| Preceding Text | Enter the preceding text before the required keyword. | ||||||||||||||
| Succeeding Text | Enter the succeeding text after the keyword. | ||||||||||||||
| Occurrence | Displays the number of times the keyword appears. | ||||||||||||||
| User-defined key | Enter any custom variable that can be defined to hold the keyword parsed from the response. | ||||||||||||||
| Add | To add a new row. | ||||||||||||||
Field Mapping- Map the keyword to inventory attribute once it is extracted and collected in the user-defined attribute.
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| User-defined key | Select the desired user-defined key from the drop-down. NOTE: This drop-down contains the list of all user-defined keys created in the previous Response Parsing Type. | ||||||||||||||
| Condition | Select the desired condition among As-Is, Contains, Equals, Does notcontain, and Not Equalsoptions. | ||||||||||||||
| Field Value | Enter the desired field value. | ||||||||||||||
| Inventory Fields | Select the desired inventory field from the drop-down. | ||||||||||||||
| Add | Click add to include multiple mappings. | ||||||||||||||
SCHEDULE FREQUENCY- Set the frequency of the API jobs.
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| Schedule Type | Select the desired schedule type among Recurring, and One Time options. | ||||||||||||||
| Date | Choose the desired date from the calendar option. | ||||||||||||||
| Occurs Every | Select the desired occurrence frequency from the drop-down. | ||||||||||||||
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