Viewing New Discovery

In New Discovery, you can view the Assets that are not present in the SUMMIT Asset Management data. These Assets are newly discovered and are not mapped to any Store or allocated to any User. You can move these Assets to a Store, auto-allocate them to a specified User, or manually allocate them to a User based on the requirements.

Example: If you auto-discover Assets, the NEW DISCOVERY page displays the Assets that are not present in the SUMMIT Asset Management data. After you move these Assets to a Store or allocate them to Users, they are not displayed again on the NEW DISCOVERY page.

To view newly discovered Assets:

Select Asset > User > Manage Asset > Variance > New Discovery. The NEW DISCOVERY LIST page is displayed.
On the ACTIONS panel of the NEW DISCOVERY page, click the Filters option. The FILTERS pop-up is displayed.
On the FILTERS pop-up, specify the filter criteria and click SUBMIT. The LIST section displays the details of the discovered Assets matching the filter criteria. For more information about the fields in the filters and table, see Field Description.

Figure: NEW DISCOVERY page: FILTERS pop-up

Figure: NEW DISCOVERY LIST page
Select the check box of the desired Asset(s) to perform the "Import" or "Delete" function. To select all the records on the page, click the check box at the top which Selects All the records.
Click IMPORT to import the selected assets. The Mapping and Allocation Details page is displayed.

To map an Asset:

On the NEW DISCOVERY DETAILS page, select the Category from the drop-down list to which you want to map the Asset.
Under the Mapping tab, click the search icon in the Store field to map a Store. The LOCATION pop-up page is displayed.

Figure: NEW DISCOVERY DETAILS page: Location pop-up
On the LOCATION pop-up, select the store from the tree view.
Specify all the relevant information under the DISCOVERED FIELDS section.
Note:

All the fields under the DISCOVERED FIELDS section are dynamic and can be configured on the FORM BUILDER page. To know more about the FORM BUILDER page, see Configuring Asset Category Using Form Builder.
The LIST section is a Preview option which helps in viewing the collection of discovered assets chosen for the Import activity.
Click SUBMIT.

To allocate an Asset:

Under the Allocation tab of the NEW DISCOVERY page, you can auto-allocate or manually allocate the Asset to a User or Store. Select the type of allocation from the Type of Allocation drop-down list.
Specify all the required information based on the selection in the Type of Allocation drop-down list. For more details on the fields under the Allocation tab, see Field Description.

Figure: NEW DISCOVERY page: Allocation tab (Auto Allocation)

Figure: NEW DISCOVERY page: Allocation tab (Manual Allocation)
Click SUBMIT.

Field Description

The following table describes the fields of the FILTERS pop-up, NEW DISCOVERY LIST and DETAILS page.

For FILTERS pop-up:

Field	Description
Tenant	Select the desired Tenant from the drop-down, which is a mandatory field.
Search By	Select the search by criteria from the list.
Search Value	Enter the specific value with which the search is to be done.
Type	Select the type of the Asset.
Location	Select the Location from the list to view Assets belonging to that location. Click the Search icon to select the Location. On the LOCATION pop-up, the Locations are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Location. You can also search for the required Location using the Search bar.
Proxy Name	Select the desired proxy name from the drop-down.

For NEW DISCOVERY LIST page:

Field	Description
Chasis Type	Displays the particular CPU Details (Chasis Type).
Username and Hostname	Specifies the particular user and host name.
Date and Source of Discovery	The Date of Discovery specifies the last contacted date when the asset was discovered and the Source of Discovery specifies if the source was through agent or not.
Store and Floor Location IP Store and IP Floor Name	Specifies the particular store and floor details. In order to configure these fields, the IP subnet range configuration must be done as a prerequisite for store and floor under Location and Store option. Read Configuring Location and Store for more information. The auto detection of store and floor based on IP Address and the hierarchy settings or the number of nodes to be displayed must be configured in the Application Settings. Read Configuring Asset Application Settings for more information.

For NEW DISCOVERY DETAILS page:

Field	Description
Category	Select the desired Asset category from the drop-down.
For Mapping section:
Store	Enter the desired Store name, which is a mandatory field. Click the Search icon to select the Store. On the LOCATION pop-up, the Locations are displayed in the tree view. Use the Expand icon or click the Store name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.
Sub Status	Enter the desired sub status or click the Search icon to select the sub status.
For Allocation section:
Type of Allocation	Select a type of allocation from the list: Manual Allocation: Manual Allocation of an Asset to a User or store is preferred when the User name is not discovered under the DETAILS table of the NEW DISCOVERY page. Auto Allocation: Auto allocation of an Asset to a Store is possible only when the User name is discovered under the DETAILS table of the NEW DISCOVERY page.
Allocate to	Select a value from the drop-down list. Single User: Select this option if you want to allocate an Asset to a single user. For example: An Employee. Multiple User: Select this option if you want to allocate an Asset to multiple users. For example: In an organization, the employees are working in the BPO environment, if there is a requirement to allocate the same Asset for different employees on shift basis. Tenant: Select this option if you want to allocate a certain number of Assets or a single Asset for a Tenant. For example: Different types of Servers, Printers, and so on. Location: Select this option if you want to allocate a certain number of Assets or a single Asset for a location. For example: Different types of Servers, Printers, and so on. Customer: Select this option if you want to allocate a certain number of Assets or a single Asset for a customer. For example: Different types of Servers, Printers, and so on. Note: If you want to disable an option among the drop-down values listed above, contact the System Administrator.
Customer	Select a customer from the list.
Project	Select the project from the list.
User	Type in the name of the User
Floor	Search the floor.
Cubicle	Select the cubicle number for the Asset.
Allocation Type	Select the type of Allocation for the Asset. Permanent: Select this option if the Asset Allocation is a permanent allocation. Temporary: Select this option if the Asset Allocation is a temporary allocation.
Allotted Date	Select the date of allocation of the Asset.
Request Id	Type the incident number for the Asset.
Return Date	Select the date when the Asset should be returned.
Purpose	Select the purpose of Asset allocation from the list.
Remarks	Type in the comments or notes about the Assets, if there is any.
Auto Allocate Asset	Select the Auto Allocation Asset check box to auto allocate the Asset to any user found on the selected floor of the selected store

ACTIONS

This section explains all the fields on the on the ACTIONS panel of the NEW DISCOVERY page.

Figure: NEW DISCOVERY PAGE Actions Tab

PRINT

Click PRINT to print the DETAILS table.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the current page records to Microsoft Excel.

EXPORT ALL

Click EXPORT ALL to export the records of all the pages to Microsoft Excel.

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