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Symantec ALTIRIS ASSET MANAGEMENT SUITE 7.0 - V1.0 User Manual

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Asset Management Suite
User Guide
Version 7.0

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Summary of Contents for Symantec ALTIRIS ASSET MANAGEMENT SUITE 7.0 - V1.0

  • Page 1 Asset Management Suite User Guide Version 7.0...
  • Page 2 Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This Symantec product may contain third party software for which Symantec is required to provide attribution to the third party ( Third Party Programs”). Some of the Third Party Programs are available under open source or free software licenses.
  • Page 3 Symantec Corporation 350 Ellis Street Mountain View, CA 94043 http://www.symantec.com...

  • Page 4: Technical Support

    The Technical Support group also creates content for our online Knowledge Base. The Technical Support group works collaboratively with the other functional areas within Symantec to answer your questions in a timely fashion. For example, the Technical Support group works with Product Engineering and Symantec Security Response to provide alerting services and virus definition updates.
  • Page 5 Troubleshooting that was performed before contacting Symantec Recent software configuration changes and network changes Licensing and registration If your Symantec product requires registration or a license key, access our technical support Web page at the following URL: www.symantec.com/techsupp/ Customer service Customer service information is available at the following URL: www.symantec.com/techsupp/...
  • Page 6 North America and Latin America supportsolutions@symantec.com Additional enterprise services Symantec offers a comprehensive set of services that allow you to maximize your investment in Symantec products and to develop your knowledge, expertise, and global insight, which enable you to manage your business risks proactively.

  • Page 7: Table Of Contents

    Contents Technical Support ....................4 Chapter 1 Introducing Asset Management Suite ......9 About Asset Management Suite ............9 About configuration item management ..........10 About software license management ..........11 About contract management ............11 About procurement ..............12 Terminology for Asset Management Suite ........
  • Page 8 Contents Using depreciation schedules ............30 Chapter 7 Using the currency convertor ........... 33 Using the currency convertor ............33 Chapter 8 Configuring asset management settings ....... 35 About settings ................35 Configuring settings for accounting periods ........36 Configuring base currency settings ..........36 Configuring contract global settings ..........

  • Page 9: Introducing Asset Management Suite

    Chapter Introducing Asset Management Suite This chapter includes the following topics: About Asset Management Suite About configuration item management About software license management About contract management About procurement Terminology for Asset Management Suite About Asset Management Suite Asset Management Suite provides a management console, a database environment, and a suite of solutions that let you track assets and asset-related information.

  • Page 10: About Configuration Item Management

    Introducing Asset Management Suite About configuration item management You can use the management console to view the value of an asset or a group of assets. You can use it to view an asset's assigned department, cost center, and owner. You can use it to improve your ability to allocate software and hardware costs to specific owners and departments.

  • Page 11: About Software License Management

    Reports and filters help you determine your compliance level and requirements. The home page for managing software licenses can be accessed in the Symantec Management Console. Click Home > Service and Asset Management > Software Licensing.

  • Page 12: About Procurement

    The home page for managing the procurement process can be accessed in the Symantec Management Console. Click Home > Service and Asset Management > Procurement. Terminology for Asset Management Suite To better understand Asset Management Suite, you should understand the following terminology.
  • Page 13 Introducing Asset Management Suite Terminology for Asset Management Suite type contains a data class named Manufacturer. Data classes are comprised of data class attributes. Data class attribute: Specific attributes within a data class that further describes the data class. For example, the Computer resource type contains the Manufacturer data class that contains the Manufacturer Name and Model data class attributes.
  • Page 14 Introducing Asset Management Suite Terminology for Asset Management Suite...

  • Page 15: Installing Asset Management Suite

    Before installing Asset Management Suite, be sure that your server environment meets the requirements for Symantec Management Platform. Symantec Installation Manager is a program that guides you through installing Symantec products. It can be downloaded from the To install Asset Management Suite Run Symantec Installation Manager.
  • Page 16 Installing Asset Management Suite Licensing Asset Management Suite...

  • Page 17: Migrating Data From Notification Server

    Server After completing the task of migrating data from a Notification 6.x environment, you must perform additional tasks to migrate software license items to Symantec Management Platform 7.0. Software license items that still need to be migrated are called legacy software licenses.
  • Page 18 Make sure that the Software Catalog is populated and current. You can use manual entry, run the Software Discovery task or run an inventory policy. In the Symantec Management Console, click Home > Service and Asset Management > Software Licensing.

  • Page 19: Using Configuration Items

    Chapter Using configuration items This chapter includes the following topics: About configuration items Viewing and creating configuration items Merging two configuration items About configuration items Asset Management Suite stores information in its database. All the asset-related information that you want to track must be entered into the database. Asset Management Suite provides a user interface that helps you easily enter information.

  • Page 20: Viewing And Creating Configuration Items

    Using configuration items Viewing and creating configuration items You can associate a configuration item with other configuration items. For example, you can associate a user named Jon with a location named California and a computer named GX260. Creating these associations between configuration items lets you track items and manage information in your asset management environment.

  • Page 21: Merging Two Configuration Items

    In the Symantec Management Console, click Manage and the desired submenu item, such as Computers, Software, or Users. In the Symantec Management Console, click Settings > All Settings. In the left pane, navigate to the desired folder. For example, Service and Asset Management >...
  • Page 22 Using configuration items Merging two configuration items In the Keep columns, check the checkbox next to the data class information that you want to keep. An asterisk (*) indicates the most recently updated data. Save the changes. The items are merged into a single item.

  • Page 23: Using Organizational Configuration Items

    Chapter Using organizational configuration items This chapter includes the following topics: About organizational configuration items Importing configuration item data from other systems About organizational configuration items Organizational configuration item types help you organize assets and resource items into logical groups, associations, and relationships. For example, the Location organizational type might include items, such as Utah, California, New York, North American, South America, and so on.

  • Page 24: Importing Configuration Item Data From Other Systems

    Location User To use organizational-related configuration items In the Symantec Management Console, click Home > Service and Asset Management > Manage Configuration Items. In the left pane, expand the Organizational Types folder. In the left pane, right-click an item type to create a new item from the context menu.
  • Page 25 Using organizational configuration items Importing configuration item data from other systems For more information on importing resource data, see Symantec Management Platform: Data Connector User Guide at http://www.altiris.com/Support/Documentation.aspx.
  • Page 26 Using organizational configuration items Importing configuration item data from other systems...

  • Page 27: Using Financial Configuration Items

    Chapter Using financial configuration items This chapter includes the following topics: About financial configuration items Using accounting codes Using cost items Using cost types Using currency items Using depreciation schedules About financial configuration items Asset Management Suite provides several types of configuration items to help you manage finance-related details in your environment.

  • Page 28: Using Accounting Codes

    Using financial configuration items Using accounting codes To use finance-related configuration items In the Symantec Management Console, click Home > Service and Asset Management > Manage Configuration Items. In the left pane, expand the Financial Types folder. In the left pane, right-click an item type to create a new item from the context menu.
  • Page 29 To add cost items to assets by using scheduled or recurring tasks In the Symantec Management Console, click Manage > Jobs and Tasks. In the left pane tree view, go to the folder where you want to save the task.

  • Page 30: Using Cost Types

    To use currency types and rates In the Symantec Management Console, on the Home menu, click Service and Asset Management. In the left pane under CI Management, expand the Financial Types folder, and then click Currency.
  • Page 31 Using financial configuration items Using depreciation schedules attributes, such as description, depreciation type, and rate. These items and attributes are used to generate reports associated with assets and depreciation.
  • Page 32 Using financial configuration items Using depreciation schedules...

  • Page 33: Chapter 7 Using The Currency Convertor

    Chapter Using the currency convertor This chapter includes the following topics: Using the currency convertor Using the currency convertor The currency convertor is available for some fields where you are required to input a monetary value. The convertor helps you convert a currency amount into the base currency for entry into the field.
  • Page 34 Using the currency convertor Using the currency convertor...

  • Page 35: Configuring Asset Management Settings

    Contract Global Settings. Settings that apply to all contract item types. License Usage. Information about solution licenses. Migrate Legacy Software Licenses. Settings to be used when migrating software licenses from the Notification Server 6.x environment to the Symantec Management Platform 7.x environment.

  • Page 36: Configuring Settings For Accounting Periods

    Configuring base currency settings To choose a base currency In the Symantec Management Console, on the Settings menu, click All Settings. In the left pane under Settings, expand the Service and Asset Management folder, and then expand the Asset Management Solution folder.

  • Page 37: Configuring Contract Global Settings

    In the right content window, follow the on-screen instructions to configure the settings. Save your changes. Configuring license usage settings Details about your solution licenses can be viewed but not changed. Use Symantec Installation Manager to add or install solution licenses. Configuring settings for migrating legacy software licenses Previous versions of Asset Management include several configuration item types that are not available in this version.
  • Page 38 Configuring settings for migrating legacy software licenses To configure Migrate Legacy Software Licenses settings In the Symantec Management Console, click Settings > All Settings. In the left pane tree view, expand Settings > Service and Asset Management > Asset Management Solution, and then click Migrate Legacy Software Licenses.

  • Page 39: Using Configuration Items For Assets

    Chapter Using configuration items for assets This chapter includes the following topics: About asset configuration item types Creating configuration items for assets About asset configuration item types Assets are defined as any property or object of value that your company or business owns.

  • Page 40: Creating Configuration Items For Assets

    To manually create configuration items for assets In the Symantec Management Console, click Home > Service and Asset Management > Manage Configuration Items. In the left pane, expand the folder for the type of configuration item that you want to create.
  • Page 41 To automatically create configuration items for networked devices Run an inventory management program to identify devices on your network. For example, in the Symantec Management Console, click Actions > Discover > Import Microsoft Active Directory. Follow the on-screen instructions to import the information.
  • Page 42 Using configuration items for assets Creating configuration items for assets...

This manual is also suitable for:

Asset management suite 7.0

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