This documentation supports the 21.05 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the product version menu.

The functional areas of the Asset Management console

You can use the functional area of the Asset Management console to perform the tasks related to managing CIs, advanced CI search, managing configuration, setting of schedules, and so on. 

Watch the following video for an overview of the Asset Console:


 https://youtu.be/-AFPAGu51dE

The following figure shows the Asset Management console and its functional areas:

The following table describes what you can do in each of the functional areas:

Functional areaDescription
Filter By

Search using predefined searches, and manage your searches. The magnifying glass icon opens a dialog box from which you can edit, save, and delete custom searches. Saved custom searches appear in the My Searches node of the Defined Searches list. For more information about custom searches, see Searching for records in the application consoles Open link .

Dataset NameWork with CIs in the selected dataset. For example, you might switch between working with CIs in the production dataset (BMC Asset) and the sandbox dataset (BMC.ASSET.SANDBOX). For more information, see Changing datasets and The sandbox dataset for CI data.
CompanyFilter the CIs displayed by company.
Role

From this field, select one of the following Asset Management assignment roles: Approved by, Created by, Managed by, Owned by, Supported by, Used by, or All. The role selection combines with the Filter By, Dataset name, and Company selection to limit the records presented in the Configuration Items (CIs) table.

Important: If you select a role, the table displays CIs related to that particular role. For example, if you select Managed By, the table displays only CIs that are managed by you. However, if you select ALL, all the CIs in the system are displayed.

Best practice: We recommend caution when selecting the ALL option. If your system has a large number of CIs, displaying all of them in the table could affect performance.

You can configure a default Role field selection by using Application Preferences.

Configuration Items (CIs) panel
Explore CIUse BMC Atrium Explorer to see a map of the relationships between the selected CI and related CIs. For more information, see Exploring CI relationships.
Related ServicesSee the list of business services that are affected by the selected CI.
Service Context

Opens the Service Context Summary view for the record selected in the console table

Important: The Service Context button is enabled when you perform searches for the following types of CIs:

  • Application
  • Business Service CI
  • Computer System

For more information about Service Context, see Viewing CI and service relationships in the Service Context Open link .

CI Relationships panel
ViewView or modify the related CI.
Show RelatedSelect the relationship to the CI from this list to be displayed in the CIs table. The various relationships are Assets, Releases, Incidents, Problems, Known Errors, Change Requests, Solutions Database, People and Contacts.
Relationship TypeYou can filter the Related CIs table for CIs with a specific relationship type such as component.
Related CIs tableLists CIs related to the CI that you select in the CIs table.
ShowSelect whether the Related CIs table displays CIs that are children or parents of the CI selected in the CIs table.
Manage CIsCreate or search for CIs. For more information, see Working with configuration items .
Advanced CI Search

Perform a search of the BMC CMDB, based on CI type.
For more information, see Creating a graph query to search for a CI Open link .

Manage InventoryCreate bulk items. Search for bulk items, nonbulk CIs, or CIs in inventory. For more information, see Managing asset inventory.
Manage Configurationscreate, modify configurations. For more information, see Managing the configuration catalog.
Manage CostsManage cost center and charge-back processes. For more information, see Managing costs and charge-backs.
Manage Bulk UpdatesPerform bulk updates to CI and people information. See Performing bulk updates.
New ScheduleCreate audit, maintenance, review, and decommission schedules. For more information, see Creating and modifying maintenance and audit schedules.
Search ScheduleSearch for or modify audit, maintenance, review, and decommission schedules. For more information, see Creating and modifying maintenance and audit schedules.
My Profile

Open your People Profile record. For more information, see Updating people information Open link .

Application PreferencesModify your console or Overview console preferences. For more information, see Modifying application preferences.
RemindersCreate reminders for yourself or other members of your organization. For more information, see Creating reminders.
ReportsGenerate reports on CIs, contracts, and so on. For more information, see Using reports and flashboards.
KPIs

Select and view KPIs. The KPIs that appear in the Asset Management console represent, in graphical format:

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