Symantec ALTIRIS ASSET MANAGEMENT SUITE 7.0

Asset Management Suite

User Guide

Version 7.0

Asset Management Suite User Guide

The software described in this book is furnished under a license agreement and may be used

only in accordance with the terms of the agreement.

Documentation version: 7.0

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■A range of support options that give you the flexibility to select the right

amount of service for any size organization

■Telephone and Web-based support that provides rapid response and

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■Global support that is available 24 hours a day, 7 days a week

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the problem.

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■Operating system

■Version and patch level

■Network topology

■Router, gateway, and IP address information

■Problem description:

■Error messages and log files

■Troubleshooting that was performed before contacting Symantec

■Recent software configuration changes and network changes

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Select your country or language from the site index.

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 ........................................ 12

Chapter 2 Installing Asset Management Suite ................................. 15

Installing Asset Management Suite ................................................. 15

Licensing Asset Management Suite ................................................. 15

Chapter 3 Migrating data from Notification Server 6.x .................. 17

About migrating data from Notification Server .................................. 17

Migrating software license items from Notification Server .................. 17

Chapter 4 Using configuration items ................................................. 19

About configuration items ............................................................. 19

Viewing and creating configuration items ......................................... 20

Merging two configuration items .................................................... 21

Chapter 5 Using organizational configuration items ...................... 23

About organizational configuration items ......................................... 23

Importing configuration item data from other systems ....................... 24

Chapter 6 Using financial configuration items ................................ 27

About financial configuration items ................................................ 27

Using accounting codes ................................................................. 28

Using cost items .......................................................................... 28

Using cost types ........................................................................... 30

Using currency items .................................................................... 30

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 ................................................ 37

Configuring license usage settings .................................................. 37

Configuring settings for migrating legacy software licenses ................ 37

Chapter 9 Using configuration items for assets .............................. 39

About asset configuration item types ............................................... 39

Creating configuration items for assets ............................................ 40

Contents8

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.

The suite includes Asset Management Solution, Barcode Solution, and CMDB

Solution. It specializes in tracking IT-related assets, such as computers and

software. You can also use it to track other types of assets, such as furniture and

company cars.

In association with assets, you can record and track many types of documents

and documented details. For example, you can track lease schedules, NDAs

(nondisclosure agreements), SLAs (Service Level Agreements), and warranty

information. Contracts and contract details can be associated with assets so you

can easily view the contractual information that is related to specific assets. You

can even configure the software so that it notifies you of the upcoming actions

that might be specified in a contract.

Chapter

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. You can also use it to keep track of

software license details so that you avoid paying for the licenses that you might

not need.

Asset Management Suite provides predefined templates and quick-start processes

to help you set up and manage different the asset management processes. Asset

Management Suite is divided into the following components:

■Configuration items

■Software licensing

■Contract management

■Procurement

From acquisition to disposal, Asset Management Suite helps you accurately value

your assets, track ownership, and maintain associations with related documents.

Additionally, it aligns with IT Infrastructure Library (ITIL) standards and helps

you comply with federal laws, such as the Sarbanes-Oxley Act, COBIT, and HIPAA.

About configuration item management

Asset Management Suite helps you track assets and other resources. For each

asset that you want to track, you create a corresponding configuration item in

the system. When you create the configuration item, you specify the details of

the asset. For example, you can specify the manufacturer, warranty information,

and cost of the asset. Templates are provided to help you create items for assets,

such as phones, computers, monitors, printers, and furniture.

In addition to manually creating configuration items, you can use a discovery

program to detect network-connected devices in your environment. When the

device is discovered, an item is automatically created for it in the system. You can

also create configuration items by importing asset-related details from other

database environments.

In addition to creating items for each asset, you create configuration items for

the details that you want to associate with the assets. You then specify the

associations between the asset items and other items in your environment. For

example, a computer can be associated with its related purchase order, location,

and user. Reports and filters help you determine the status of assets in your

environment.

Introducing Asset Management Suite

About configuration item management

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