Creating Asset Groups_AM

The Asset Groups are a logically grouped together set of Assets based on various factors, such as Tenant, function, group, etc.

To create Asset Group:

1. Select Asset > Configuration > Patch Management > Asset Group.

2. On the ASSET GROUP page, select the Tenant for which you want to view the list of Asset Groups.

3. Click ADD NEW to create an Asset Group. Under the DETAILS tab, select the Tenant, provide the Asset Group Name, Description, select the Active check box to make it an active Asset Group, and select the days to schedule the Patches in the Scheduled Days field. Click NEXT.

   
   
   Figure: ASSET GROUP page - Details tab
   
   

4. Under the Assets Assignment tab, click SELECT ASSET on the ACTIONS panel. In the ASSET ASSIGNMENT pop-up page, select the Assets that should be assigned to the Asset Group and click ASSIGN. You can also use the Filters icon to select the Assets for a Category based on Filters, such as IP Address, Location, and System. You can also export the page or export all the pages to a Microsoft Excel sheet.
   
   Figure: ASSET ASSIGNMENT pop-up page
   
   

5. If you want to remove any Asset from the Asset Group, select the check box for the Asset and click UNASSIGN. Click SUBMIT to create the Asset Group.
   
   
   Figure (Screen shot 1): ASSET GROUP page - Asset Assignment tab

   Note:

   An Unassigned Asset Group is created by default. The Assets that do not belong to any specific Asset Group belong to this Unassigned Asset Group.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ASSET GROUP (GROUP NAME) page.

Filters

Click Filters to specify filter criteria to view specific Assets in the ASSET LIST section of the ASSET GROUP (GROUP NAME)  and ASSET ASSIGNMENT pop-up pages.


Figure: FILTERS pop-up page 

The following table describes the fields on the FILTERS  pop-up page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Asset Groups created for the selected Tenant.


Figure:  ASSET GROUPS page: List of ASSET GROUPS 

The following table describes the fields on the ASSET GROUPS page:

Formula: Installed + Not Applicable/Total * 100%

• To edit an Asset Group, click the Group name. Make appropriate changes and click SUBMIT.

• To display the inactive Asset Groups, click the Include Inactive check box.

  Note:

  When the Asset Groups are displayed under the LIST table, the following buttons are displayed in the ACTIONS panel:

  • ADD NEW: Click ADD NEW to create a new Asset Group.
  • Filters: Click Filters to set filter criteria to view specific Asset Groups in the ASSET GROUPS pages.
    
    
    Figure: FILTERS pop-up page
    
    
  • EXPORT TO EXCEL: Select the Asset Groups and click Export to Excel  to export the Asset group details to Excel. Click EXPORT TO EXCEL to export the records to a Microsoft Excel sheet.

  Note:

  To export the records displayed on this page, click Export this page. To export all the Asset details, click Export All.

  • AUTO GROUP: Auto Group functionality is beneficial if new Assets added in the inventory needs to be added in the Patch group without following numerous steps.
    You can quickly browse the following YouTube link to get a glimpse of Auto Group feature.

Benefits

• Minimizes time when new assets are included in the inventory and these assets are required to be added directly to existing groups or new groups. 
• Eliminates manual activity of adding Assets to Patch groups.

User Persona: Administrator

The high level steps to create a Patch group is summarized in the following infographic.

Figure: Steps to create Patch group

Prerequisites

1. Select Admin > Basic > Infrastructure > Form Builder.
2. On the FORM BUILDER page, select Asset Management from the Module list. Navigate to specific category. Example: Desktop.
3. Under the FORM DETAILS tab, create a drop-down category attribute. Add the drop-down values and click SAVE.

To create Patch group, perform the following steps:

Steps:

1. Navigate to Asset > Asset Masters > Key Field Mapping.
2. Navigate to the category attribute created earlier that is Patch Entity.
3. Map this Patch Entity to Asset Entity and SUBMIT.
4. Navigate to Asset > Manage Assets > Asset Inventory. Select the Asset type as
5. Select the required Asset from the list.
6. In the Filters section on the right panel click UPDATE.

     7. In the UPDATE FIXED ASSET page, Navigate to Patch Entity and select Location then click

      8. Navigate to Asset > Patch Management > Asset Group.

      9. Click AUTO GROUP.

The new groups will be created based on the drop-down values that are mentioned on the Patch Entity attribute. With AUTO GROUP create a new Group for an Entity where all the unassigned Assets can be grouped together.