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Related Manuals for Symantec ALTIRIS CMDB SOLUTION 7.0 - V1.0
Summary of Contents for Symantec ALTIRIS CMDB SOLUTION 7.0 - V1.0
- Page 1 Altiris CMDB Solution from Symantec Users Guide Version 7.0...
- Page 2 Copyright © 2010 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...
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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.
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Page 7: Table Of Contents
Contents Technical Support ....................4 Chapter 1 Introducing CMDB Solution ..........11 About CMDB Solution ..............11 About CMDB Solution 7.0 new features ..........12 Terminology ................16 Chapter 2 Configuring CMDB Solution ..........17 About CMDB configuration tasks ............ 17 About percentage ownership of resources ........ - Page 8 Contents Chapter 5 Using asset resource types and resources ....35 About asset type resources ............. 35 About the computer resource type ........... 35 About asset life cycles ..............36 About retiring or disposing of an asset ..........36 Chapter 6 Managing Configuration items .........
- Page 9 Contents Merge Resources page ..............55 Assign Computer's Ownership to be the Primary User task page ... 55 Clean Ownership task page ............56 Duplicate Computer Merge task page ..........56 Duplicate User Merge task page ............57 Inventory Clean Up page ............... 58 Inventory to Asset Synchronization task page ........
- Page 10 Contents...
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Page 11: Introducing Cmdb Solution
Chapter Introducing CMDB Solution This chapter includes the following topics: About CMDB Solution About CMDB Solution 7.0 new features Terminology About CMDB Solution CMDB (Configuration Management Database) Solution lets you model configuration items, resources, and the relationships between them in a single, central database. It lets you facilitate the identification of all components and relationships, and to instigate any required changes. -
Page 12: About Cmdb Solution 7.0 New Features
Introducing CMDB Solution About CMDB Solution 7.0 new features resource types. They provide summary data on the resources created, include associated reports, and include functionality not available in custom resource types. If none of the predefined resource types meet your needs, you can create a new resource type. - Page 13 Connectivity to Similar to the link between CMDB Solution 6.5 and Altiris Helpdesk analyze proposed Solution, CMDB Solution 7.0 provides links for Symantec change to CMDB ServiceDesk 7.0. This type of connectivity lets you analyze the effects of a proposed change.
- Page 14 Improved user The improved UI includes the following elements: interface Menu bar -- lets you manage the Symantec Management Platform and installed solutions. It also lets you search for items, such as computers, users, and reports. Breadcrumb bar -- displays the path you used to navigate to the current location.
- Page 15 Introducing CMDB Solution About CMDB Solution 7.0 new features CMDB Solution 7.0 new and improved features (continued) Table 1-2 New and improved Description feature Improved reporting The reporting engine is faster and more flexible. Security scoping engine is automatically enabled on reports. CMDB 6.5 reports are still available, but without security scope enforcement.
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Page 16: Terminology
Introducing CMDB Solution Terminology Terminology To better understand CMDB Solution, it is important that you understand the terminology. The following are terms with which you should be familiar: Resource type A template that is used for creating resources. Resource Items such as assets, contracts, and users with which Notification Server works and stores data. -
Page 17: Configuring Cmdb Solution
Chapter Configuring CMDB Solution This chapter includes the following topics: About CMDB configuration tasks About percentage ownership of resources About CMDB rules About CMDB configuration tasks Administrators perform configuration tasks. Several configuration tasks only need to be performed during the initial setup of your resource management system; they are not ongoing tasks. -
Page 18: About Cmdb Rules
Configuring CMDB Solution About CMDB rules If ownership totals less than or greater than 100.00 % then you must select auto calculate in the Associations tab. The Associations tab is in Edit and create resource page. In this case ownership is calculated by multiplying both percentages with what is required to make 100%, while the ratio is maintained. -
Page 19: Using Resource Types
Chapter Using resource types This chapter includes the following topics: About resource types About predefined resource types About base resource types About data classes About CMDB data classes About data class attributes About data class attribute parameters About data input masks About resource association types Resource type relationships About the resource data class summary page... -
Page 20: About Predefined Resource Types
Using resource types About predefined resource types Base resource types. Base resource types are ae foundation on which a resource type is built. A resource type inherits the data classes of the base resource type. All resource types, except the Asset type and the Contract type, are based on another resource type. -
Page 21: About Base Resource Types
Using resource types About base resource types About base resource types A base resource type is the resource type on which another resource type is based. Resource types let you enter resource data into the Configuration Management Database. About resource types” on page 19. -
Page 22: About Cmdb Data Classes
Using resource types About CMDB data classes that resource types need. To use a data class, create the data class and then add it to the resource types in which you want to use it. Data include one or more data class attributes. - Page 23 Using resource types About CMDB data classes CMDB data classes (continued) Table 3-1 Data class Description Contract Details Details pertaining to a contract such as which computers it applies to, if the contract is renewable, the contact for the contract, and so forth. Contract Rates Rates for the contract.
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Page 24: About Data Class Attributes
Using resource types About data class attributes CMDB data classes (continued) Table 3-1 Data class Description Serial number Serial number for the resource. The individual serial number for each asset is an important feature of the overall solution. Use Inventory Solution to track hardware and gather data, including the serial number. -
Page 25: About Data Input Masks
Using resource types About data input masks Order of characters in a field Actual characters in a field Data class attribute parameters Table 3-2 Parameter Description Name Name of the data class attribute. Description Description of the data class attribute. Type The data type of the data class attribute. -
Page 26: About Resource Association Types
Using resource types About resource association types About resource association types A resource association type defines a child (to) to parents (from) relationship between one resource type to one or more resource types. This association lets child resources be linked to a parent resource. For example, a computer monitor can be associated with a computer. -
Page 27: About The Resource Data Class Summary Page
Using resource types About the resource data class summary page Direct relationships of resource types (continued) Table 3-4 Resource type Direct relationship Department Cost Center, Location, and Manager (User) Location Cost Center and Manager (User) User Company, Department, Location, and Manager (User) The following table shows indirect resource type relationships, including the path that is taken to create the association. - Page 28 Using resource types About the resource data class summary page...
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Page 29: Using Resources
Chapter Using resources This chapter includes the following topics: About resources Resource categories About merging resources About the Resource Association Diagram About item tasks About resource list item tasks About user-defined item tasks About reports on owned resources About resources Resources are the items that Notification Server can manage. -
Page 30: Resource Categories
Using resources Resource categories Resource categories Resource types are grouped into categories for convenience. Resource types within a category have similar characteristics, a common purpose, or other similarities. The following are the major resource categories: Asset types. Contract types. Service types. Datacenter types. -
Page 31: About Item Tasks
Using resources About item tasks This filter lets you choose which resource types you want to see. About item tasks In many situations you need to edit a resource's data. Items tasks simplify changing this data. Instead of opening a page and editing the resource, you can right-click the resource from the appropriate list of resources and select the appropriate task. - Page 32 Using resources About resource list item tasks Common item tasks for a resource on the resource list page Table 4-2 (continued) Item task Description Resource Manager Opens the Resource Manager, which displays details about the resource. Delete Deletes a resource from the Configuration Management Database Approve Approves a contract.
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Page 33: About User-Defined Item Tasks
Using resources About user-defined item tasks Common item tasks for a resource on the resource list page Table 4-2 (continued) Item task Description Bulk Edit When multiple resources are selected, choose this option to make changes to all selected resources. Clone Creates a copy of the resource. - Page 34 Using resources About reports on owned resources...
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Page 35: Using Asset Resource Types And Resources
Chapter Using asset resource types and resources This chapter includes the following topics: About asset type resources About the computer resource type About asset life cycles About retiring or disposing of an asset About asset type resources Assets represent physical items, whose data is added to the Configuration Management Database using a resource type. -
Page 36: About Asset Life Cycles
Using asset resource types and resources About asset life cycles About asset life cycles You can track assets through all stages of the asset life cycle, from procurement to retirement. The life cycle of a laptop computer is as follows: Request Laptop: Purchase data is entered in the Configuration Management Database using a purchase order. -
Page 37: Managing Configuration Items
Chapter Managing Configuration items This chapter includes the following topics: About contract type resources About datacenter type resources About service type resources About computer resource types About contract type resources CMDB Solution lets you track several different types of contract data, including the following: Location of contract documents Service definitions... -
Page 38: About Service Type Resources
Managing Configuration items About service type resources Datacenter resource types Table 6-1 Resource type Description Computer Type Includes three default resources (Server, Test, and Workstation) to let you specify what type of function or role a computer has. You determine the computer type when you edit or create a new computer resource. -
Page 39: About Cmdb Security
Chapter About CMDB Security This chapter includes the following topics: About CMDB security About role-based security About predefined security roles About role-based security configuration About scope-based security About security scoping for reports About CMDB security In most environments, you have multiple users that need to have various degrees of access to CMDB Solution. -
Page 40: About Role-Based Security
After you configure a role, you can add a user to that role. Role-based security lets you set up privileges for performing tasks using Symantec Management Console. It lets you control the creation of reports, collections, and policies. -
Page 41: About Scope-Based Security
About predefined security roles” on page 40. About scope-based security With scope-based security, you set permissions on items in the Symantec Management Console. You can set permissions on resource types, data classes, resource association types, item tasks, reports, folders, collections, and other items. -
Page 42: About Security Scoping For Reports
About CMDB Security About security scoping for reports About security scoping for reports You can set security-enabled reports to show only the assets that the user running the reports has security access to. About scope-based security” on page 41. The two fields for enabling this feature are as follows: Associated security reporting Report on Owned Resources About reports on owned resources ”... -
Page 43: Using Organizational Resource Types And Resources
Chapter Using organizational resource types and resources This chapter includes the following topics: About organizational resource types About hierarchal resource types About organizational groups and views About organizational resource types These resources are used to enter organizational and user data. They are used to reflect your own organization's structure. - Page 44 Using organizational resource types and resources About organizational resource types Organizational type resources Table 8-1 Resource type Description Company Contains the company details, the internal and the external. For internal companies, it acts as a higher level of organization than the department level.
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Page 45: About Hierarchal Resource Types
Using organizational resource types and resources About hierarchal resource types About hierarchal resource types Hierarchal resource types have a parent to child relationship. All hierarchal resource types are organizational resource types. About organizational resource types” on page 43. The following are hierarchal resource types: Cost center Department Location... - Page 46 Using organizational resource types and resources About organizational groups and views The Symantec Management Console has a default Default organizational view that contains all known resources. As new resources are discovered in scheduled updates and added to the CMDB, they are automatically placed in the Default organizational view.
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Page 47: Using The Cmdb Interface
Chapter Using the CMDB interface This chapter includes the following topics: CMDB Global Settings page Default values page Default values page: Data entry for default values page Display String Settings page License Usage page Organizational Hierarchy Settings page Ownership Settings page Report Scoping page Resource List page About the resource association type page... -
Page 48: Cmdb Global Settings Page
Using the CMDB interface CMDB Global Settings page Inventory Clean Up page Inventory to Asset Synchronization task page Resource Merge Rule task page Update network resource location task page Update Organizational Hierarchy task page CMDB Global Settings page This page lets you create custom status values to apply to resources. In some situations, your company might use a status that is not one of the predefined values. -
Page 49: Display String Settings Page
Display String Settings page This page lets you change the way that the predefined name of a report, resource, or field appears in the Symantec Management Console. For example, you can change the predefined name "Monitor" to appear as "Screen" in the Symantec Management Console . -
Page 50: Ownership Settings Page
Using the CMDB interface Ownership Settings page Options on the organizational hierarchy settings page Table 9-3 Option Description Enable automatic Lets you choose whether-or-not to update organizational updating of hierarchies automatically. organizational hierarchies Update Interval Specifies an interval for updating organizational hierarchies. Maximum Update Specifies the maximum amount of time between updating Interval... -
Page 51: Resource List Page
Using the CMDB interface Resource List page Options on the report scoping page Table 9-5 Option Description Enable associated Lets the security-enabled reports filter the results based upon security reporting resource associations between the logged on user and the organizational types. You can choose which association types you want to have used for filtering the report results. -
Page 52: Resource Data Class Page
Using the CMDB interface Resource Data Class page Resource association type page items (continued) Table 9-6 Item Description From Type The child resource type in the association. To Type The parent resource type in the association. Allow Association to Allows the asset to be associated with itself. Itself Minimum Cardinality Specifies the minimum number of relationships that must be... -
Page 53: About The Resource Association Type Page
Using the CMDB interface About the resource association type page Resource Data Class (edit) page Table 9-7 Option Description Multiple Rows Each attribute in a data class makes up a cell in a table row. Select to allow multiple rows in the data class. For example, an invoice where multiple items can be listed requires a multiple row data class. -
Page 54: Resource Data Entry Tab Settings Page
Using the CMDB interface Resource data entry tab settings page Items in the resource association type page (continued) Table 9-8 Item Description Maximum Cardinality Specifies the maximum number of relationships that can be established between the child and parents. If you do not want to limit the number of relationships, select the Unlimited check box. -
Page 55: Merge Resources Page
Using the CMDB interface Merge Resources page Options on the resource data entry tab settings page Table 9-9 Option Description Edit icon Opens a dialog box with a field to enter a value for the order. Lists the tabs whose order can be altered. Order Values in this field determine the order in which tabs are arranged. -
Page 56: Clean Ownership Task Page
Using the CMDB interface Clean Ownership task page Options on the Assign Computer's Ownership to be the Primary User Table 9-11 task page Option Description Include filters Lets you select computer filters to be included in the task. Exclude filters Lets you select computer filters to be excluded from the task. -
Page 57: Duplicate User Merge Task Page
Using the CMDB interface Duplicate User Merge task page Options on the duplicate computer merge page Table 9-13 Option Description Merge key Lets you find duplicate computers. You can find computers by using the system number, the serial number, or both. Ignore Lets you add the parameters to ignore. -
Page 58: Inventory Clean Up Page
Using the CMDB interface Inventory Clean Up page Inventory Clean Up page Inventory data can be manually or automatically deleted from the Configuration Management Database for computers no longer in use. Computers of any status (predefined or custom) can be cleaned up. For example, Retired, Disposed, or Returned to Lessor. -
Page 59: Resource Merge Rule Task Page
Using the CMDB interface Resource Merge Rule task page not copy, but instead modified the data that Inventory Solution collects, the changes that were made would be lost the next time Inventory Solution collects data. The CMDB Solution synchronization feature updates the computer data that was copied from Inventory Solution for added or removed computers. -
Page 60: Update Network Resource Location Task Page
Using the CMDB interface Update network resource location task page You can merge two assets, and you can merge two contracts. You cannot merge an asset and a contract. The resources that you merge do not have to be of the same data type. -
Page 61: Update Organizational Hierarchy Task Page
Using the CMDB interface Update Organizational Hierarchy task page Options on the Update Network Resource Location task page Table 9-18 Option Description Include filters Lets you select computer filters to be included in the task. Exclude filters Lets you select computer filters to be excluded from the task. New Schedule Specifies a schedule to regularly run the task. - Page 62 Using the CMDB interface Update Organizational Hierarchy task page...
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Page 63: Index
Index data classes about 21 about 17 data entry for default values page asset about 49 life cycles 36 datacenter type resources asset type resources about 37 about 35 default values page assets about 48 retiring 36 display as settings page assign computer's ownership to be the primary user about 49 about 55... - Page 64 Index Organizational hierarchy settings page about 49 scope based security organizational resource types about 41 about 43 security ownership settings page about 39 about 50 service type resources about 38 percentage ownership of resources 17 predefined resource types Update Network Resource Location about 20 about 60 predefined security roles...