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Altiris Barcode Solution
from Symantec User's
Guide
Version 7.0

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Summary of Contents for Symantec ALTIRIS BARCODE SOLUTION 7.0 - V1.0

  • Page 1 Altiris Barcode Solution from Symantec User's Guide Version 7.0...
  • Page 2 Copyright © 2009 Symantec Corporation. All rights reserved. Symantec, the Symantec Logo, and Altiris are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners.
  • 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

    ....................4 Chapter 1 Introducing Symantec Barcode Solution ....... 11 About Symantec Barcode Solution ........... 11 Symantec Barcode Solution features and benefits ......12 Components of Barcode Solution ............. 12 How Barcode Solution works ............13 Chapter 2 Using Barcode Solution ............
  • Page 8 Search page ................34 Resource Edit Details ..............35 Barcode License Count Exceeded page ..........36 Install Symantec Barcode Manager page ........... 36 Synchronization Profile page ............36 Synchronization Profile page: Resources tab ........37 Synchronization Profiles page: Select Data Classes and Associations tab ..................
  • Page 9 Contents Index ........................57...
  • Page 10 Contents...
  • Page 11: Introducing Symantec Barcode Solution

    Introducing Symantec Barcode Solution This chapter includes the following topics: About Symantec Barcode Solution Symantec Barcode Solution features and benefits Components of Barcode Solution How Barcode Solution works About Symantec Barcode Solution Barcode Solution provides your organization with a simpler, more accurate way of gathering and verifying asset information in the field.
  • Page 12: Symantec Barcode Solution Features And Benefits

    Pocket PC operating system. Barcode solution elements The Barcode Solution elements are installed on and work with Symantec Management Platform. They include reports and code to create the output files for the Barcode Manager.
  • Page 13: How Barcode Solution Works

    They include reports and code to create output files for the Barcode Manager. The number of features and details available to you depend on the rights of your profile. Profiles are created and are modified in the Symantec Management Console , and you must use your Symantec Management Console credentials when operating a barcode device.
  • Page 14 Introducing Symantec Barcode Solution How Barcode Solution works...
  • Page 15: Using Barcode Solution

    Chapter Using Barcode Solution This chapter includes the following topics: Using Barcode Solution Creating a synchronization profile Installing Barcode Manager Synchronizing data Scanning assets Uploading data from the barcode device Verifying asset data About ownership and editing associations Resolving conflicts Viewing Barcode Solution reports Using Barcode Solution This process walks you through the steps that you need to complete to set up and...
  • Page 16: Creating A Synchronization Profile

    Using Barcode Solution” on page 15. To create a synchronization profile In the Symantec Management Console, on the Home menu, click Service and Asset Management > Barcode. In the left pane, right-click Barcode Solution > Synchronization Profiles. Click New > Synchronization Profile.
  • Page 17: Installing Barcode Manager

    Click Save Changes. Installing Barcode Manager To install Barcode Manager on a barcode device, you must first access the Symantec Management Console from the host computer. You need to use the Notification Server credentials of the barcode device user. Barcode Manager is then installed to be installed on the host computer and from there, Barcoder is installed on the barcode device.
  • Page 18: Synchronizing Data

    Using Barcode Solution Synchronizing data In the Symantec Management Console, on the Home menu, click Service and Asset Management > Barcode. On the Barcode Solution home page in the Quick Links Web-part, click Install Barcode Manager. Synchronizing data Any data that is specified in the user profile and the Manage handheld device page is uploaded to the barcode device in the initial synchronization.
  • Page 19: Uploading Data From The Barcode Device

    Using Barcode Solution” on page 15. To upload data from the barcode device On the barcode device, select Start > Programs > Symantec Altiris Barcoder. Click Synchronization. Enter the Notification Server computer login credentials and click Login. Select Synchronization and click Sync.
  • Page 20: About Ownership And Editing Associations

    Using Barcode Solution About ownership and editing associations In the Batch uploads page, select the batch of uploaded data that you want to verify. Click View Batch Details. The Batch Details page displays the resources with new or changed data. Select a resource and click View Resource Details to view its changed details.
  • Page 21: Viewing Barcode Solution Reports

    Viewing Barcode Solution reports Using Barcode Solution” on page 15. To resolve conflicts In the Symantec Management Console, on the Home menu click Service and Asset Management > Barcode. In the left pane, click Barcode Solution > Manage Changes > Unresolved Conflicts.
  • Page 22 Using Barcode Solution Viewing Barcode Solution reports...
  • Page 23: Using Barcode Solution's User Interface

    Chapter Using Barcode Solution's User Interface This chapter includes the following topics: Barcode Solution Home page Web-parts Barcode Solution home page: Assets without a Barcode Web-part Barcode Solution home page: Profile Summary Web-part Barcode Solution home page: Quick Links Web-part Barcode Solution home page: Summary of Assets Scanned Web-part Barcode Solution home page: Summary of Verification Batches Web-part Batch Uploads page...
  • Page 24: Barcode Solution Home Page Web-Parts

    Using Barcode Solution's User Interface Barcode Solution Home page Web-parts Resource Edit Details Barcode License Count Exceeded page Install Symantec Barcode Manager page Synchronization Profile page Synchronization Profile page: Resources tab Synchronization Profiles page: Select Data Classes and Associations tab...
  • Page 25: Barcode Solution Home Page: Assets Without A Barcode Web-Part

    Using Barcode Solution's User Interface Barcode Solution home page: Assets without a Barcode Web-part Web-parts on the Barcode Solution Home page (continued) Table 3-1 Web-part Description Summary of Assets Scanned Displays data about your scanned assets after it is uploaded from your handheld scanner to the server. Barcode Solution home page: Summary of Assets Scanned Web-part”...
  • Page 26: Barcode Solution Home Page: Quick Links Web-Part

    Using Barcode Solution's User Interface Barcode Solution home page: Quick Links Web-part Barcode Solution home page: Assets without a Barcode Web-part” on page 25. Barcode Solution home page: Quick Links Web-part” on page 26. Barcode Solution home page: Summary of Assets Scanned Web-part” on page 27.
  • Page 27: Barcode Solution Home Page: Summary Of Assets Scanned Web-Part

    Using Barcode Solution's User Interface Barcode Solution home page: Summary of Assets Scanned Web-part Options for Barcode Solution home page: Quick Links (continued) Table 3-3 Option Description Barcode Manager Installed Checks the computer for the latest version of the Install/Launch Barcoder on Barcode Manager.
  • Page 28: Barcode Solution Home Page: Summary Of Verification Batches Web-Part

    Using Barcode Solution's User Interface Barcode Solution home page: Summary of Verification Batches Web-part Options on the Barcode Solution home page: Summary of Assets Table 3-4 Scanned Web-part (continued) Option Description Group By Groups the scan results that you want to have displayed by either the type of asset, or the location, or by neither.
  • Page 29: Batch Details Page

    Using Barcode Solution's User Interface Batch Details page Options on the Batch Uploads page Table 3-5 Option Description View Batch Details Opens the batch details page to show you the resources that are included in the selected batch. Batch Details page” on page 29.
  • Page 30: Resource Details Page

    You can then edit the asset or add the asset directly from the Symantec Management Console. Any barcode reader device you use should work as long as it appends a <cr> return code at the end of the scan and it is communicating directly with the computer that is running the Symatec Management Console (example: Bluetooth or USB).
  • Page 31: Assign Barcode Page

    Using Barcode Solution's User Interface Assign Barcode page Pages in the Scanning folder Table 3-8 Page Description Assign Barcode Lets you add or update a barcode of asset based on the serial number. Assign Barcode page” on page 31. Quick Scan Lets you quickly scan your assets and update key asset details.
  • Page 32: Quick Scan Page

    Using Barcode Solution's User Interface Quick Scan page Options on the Assign Barcode page (continued) Table 3-9 Option Description Serial Number The serial number of the asset in the system. You can use this option to scan in a serial number. Barcode The barcode of the asset.
  • Page 33: Receiving Page

    Using Barcode Solution's User Interface Receiving page Options on the Quick Scan page Table 3-10 Option Description Profile The profile to use. Barcode / Serial Number The barcode or the serial number of the asset. Location The location of the asset. You can scan a location barcode to populate this field.
  • Page 34: Receiving Warning Page

    Using Barcode Solution's User Interface Receiving Warning page Bypass upload verification option on the selected profile then the changes are sent directly to the Configuration Management Database.” Assign Barcode page” on page 31. Quick Scan page” on page 32. Search page” on page 34.
  • Page 35: Resource Edit Details

    Using Barcode Solution's User Interface Resource Edit Details A simpler way of searching, is by scanning in a field. Scanning a field automatically triggers a search without you having to click Search. When you select a resource on the Search Results pane, by double-clicking on a row, the Asset Details pane is displayed.
  • Page 36: Barcode License Count Exceeded Page

    Barcode License Count Exceeded page This page is displayed instead of the scanning page when your licenses count is exceeded. Install Symantec Barcode Manager page This page is displayed instead of the scanning page when the Barcode Manager application is not installed.
  • Page 37: Synchronization Profile Page: Resources Tab

    Using Barcode Solution's User Interface Synchronization Profile page: Resources tab Tabs on the Synchronization Profiles page Table 3-13 Description Resources Lets you add organizationsl structure and resources and asset resources to a synchronization profile. Synchronization Profile page: Resources tab” on page 37. Data Classes and Associations Displays the data classes and associations of a synchronization profile.
  • Page 38: Synchronization Profiles Page: Select Data Classes And Associations Tab

    Using Barcode Solution's User Interface Synchronization Profiles page: Select Data Classes and Associations tab Options on the Synchronization Profile page: Resource tab Table 3-14 Option Description Users (in selected department(s)) The users (by department) to include in the download. Departments The departments of the users to include in the download.
  • Page 39: Synchronization Profiles Page: Permissions Tab

    Using Barcode Solution's User Interface Synchronization Profiles page: Permissions tab Synchronization Profiles page: Permissions tab This page lets you set the user's permissions on handheld devices. Under Createable Resource Types, you can add and remove the resource types that you want available in the Synchronization profile, which can be created on the handheld device.
  • Page 40: Synchronization Profiles Page: Synchronization Tab

    Using Barcode Solution's User Interface Synchronization Profiles page: Synchronization tab Options on the Synchronization Profiles page: Permissions tab Table 3-15 (continued) Options Description User Specific Resources Lets you specify whether or not you want to allow the user of this profile to add user-specific resources. Synchronization Profiles page: Synchronization tab This page lets you synchronize the data on the profile and the data on the handheld device.
  • Page 41: Merge Settings Page

    Using Barcode Solution's User Interface Merge Settings page Are the licenses consumed by Barcode Devices when they synchronize with NS. These licenses are not released automatically and need to be Deleted once the device is no longer used. Console Licenses Are the licenses consumed by the Scanning pages on NS Console.
  • Page 42: Add To Barcode Export List Page

    Synchronization Profiles page: Synchronization tab” on page 40. Barcode Solution Reports folder Barcode Solution Reports folder lets you select from several reports that display the results of data exchanges. For more information, see topic about Reports in the Symantec Management Platform Help.
  • Page 43: Using Barcoder

    Chapter Using Barcoder This chapter includes the following topics: About barcoder and the barcode device Starting barcoder Synchronizing barcoder Searching for a barcode value in barcoder Adding a Barcode Value to an existing asset with barcoder Adding a new asset with the barcode device Using barcoder to inventory assets About barcode sheets About barcoder and the barcode device...
  • Page 44: Starting Barcoder

    Before you can use Barcoder, you must have already downloaded asset data into the barcode device. To start barcoder On the barcode device, select Start > Programs > Symantec Altiris Barcoder. Access Barcoder features from the Main Menu screen. Synchronizing barcoder The first synchronization from any profile downloads all of the existing data from Notification Server.
  • Page 45: Adding A Barcode Value To An Existing Asset With Barcoder

    Using Barcoder Adding a Barcode Value to an existing asset with barcoder If the barcode is not found on the barcode device then you can return to menu and select New asset. Alternatively, you can go to asset scan and select, Create new asset on unknown barcode and then scan a barcode.
  • Page 46: Adding A New Asset With The Barcode Device

    Barcoder. To increase productivity, use Barcoder only to add enough information to uniquely identify an asset. You can then use the Symantec Management Console to add the remaining data.
  • Page 47: Using Barcoder To Inventory Assets

    Using Barcoder Using barcoder to inventory assets To add a new asset from the Search screen Go to the Search screen. Click New. The New Asset screen is displayed. Select the asset type of the asset that you want to create. You are taken to the new asset screen, with the asset type entered, where you can create a new asset and add data class information.
  • Page 48: About Barcode Sheets

    Using Barcoder About barcode sheets To use barcoder to inventory assets Start barcoder. Starting barcoder” on page 44. On the Main Menu screen, select Location Audit. Select a location or scan a location barcode Scan the barcodes for the location. Repeat the proceeding steps for all locations and assets to be scanned.
  • Page 49: Using The Barcoder Menu

    Chapter Using the Barcoder menu This chapter includes the following topics: Search template options About the Asset scan template Quick Scan template options About the Location Scan template About the Owner Scan template About the Assign Barcode template About the Receiving template About the New Asset template About the Inventory Browse template About the Location Audit template...
  • Page 50: Table

    Using the Barcoder menu Search template options When a gray field is displayed and the device beeps, when you scan a barcode the field is automatically populated. For example if you are in the Search screen and you scan a location tag, the Location field gets populated with that location. Then, every tag that you scan until you scan another location tag gets its filter value set, but the asset is not updated.
  • Page 51: About The Asset Scan Template

    Using the Barcoder menu About the Asset scan template About the Asset scan template The Asset Scan template lets you quickly view an asset without making changes to it. When you scan the barcode of an asset, you can see all information on that asset.
  • Page 52: About The Location Scan Template

    Using the Barcoder menu About the Location Scan template the status list. Scan the owner barcode. The owner field auto-populates. Select Create new asset on unknown barcode. Then scan all assets that are in the office. All of the assets are automatically assigned to the owner and location that you scanned.
  • Page 53: About The Assign Barcode Template

    Using the Barcoder menu About the Assign Barcode template About the Assign Barcode template The Assign Barcode template adds a barcode to an asset when a serial number and barcode tag are scanned. You can use this template to assign a Barcode where assets already exist in your system.
  • Page 54: About The New Asset Template

    Using the Barcoder menu About the New Asset template When a computer is inventoried, the serial number and barcode are merged with the computer inventory. This merging occurs if the Duplicate Computer Merge policy is enabled. There must be an existing computer in the database that has the same serial number or Barcode.
  • Page 55 Using the Barcoder menu About RFID Audit template User profile The last scan that is performed on a tag (in the event of multiple scans)
  • Page 56 Using the Barcoder menu About RFID Audit template...
  • Page 57 24 scanning folder, Barcode solution about 30 search page, barcode about 34 install symantec barcode manager page select data classes and associations tab, about 36 synchronization profiles page about 38 select items page, Barcode Solution...
  • Page 58 Index synchronization tab, synchronization profiles page about 40 terminology barcode terminology 12 unresolved conflicts page about 29 workflow implementation 15...

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