Defining views and performing actions on Asset Management

Overview of Asset Management dashboard features

The following table provides information about the Asset Management dashboard features:

Default list views

The following table provides information about the default list views in the Asset Management module:

Creating or customizing a view

You can customize your list views on the Asset Management by configuring filters and field columns, and defining formatting rules. After you customize an out-of-the-box or custom list view, the view icon of a list view changes from a black icon  to a blue icon .

• To create a new view
• Sorting columns within a list view
• Grouping column data within a list view
• To filter records
• To configure fields displayed in the list view
• (2023 Release 01) To filter columns within a list view
• To configure formatting rules

To create a new view

1. On the header bar, expand the hamburger menu  and select Asset Management.
2. From the list of views, select a view.
3. Configure the preferred filters, list view fields, and formatting rules.
4. From the Views list, select Save Current View As.
   1. In the Save Current View As dialog box, in the View Name field, enter an appropriate name for the view.
   2. From the Sharing Type list, select a preferred sharing type:
      • Private - View is available only to me
      • Public - View is available to all
   3. Click Save.
5. (Optional) If you do not want to save the changes, from the Views list, select Abandon Changes to Current View.

Sorting columns within a list view

1. On the header bar, expand the hamburger menu and select Help Desk.
2. From the list of views, select a view.
3. Click the arrow on the column headers to open the list of column customizing options.
4. Select Sort Ascending or Sort Descending to sort the column data in ascending or descending order.
   You can sort up to three columns on the workspace grid and the sorting rule applied to the first column has precedence. Once the data is sorted as per the first column, the data in the second and third columns is sorted. 

Grouping column data within a list view

1. On the header bar, expand the hamburger menu and select Help Desk.
2. From the list of views, select a view.
3. Click the arrow on the column header of the field according to which you want to group the records.
4. Select Group By This Field.

To turn off data grouping, clear the Show in Groups check box.

To filter records

1. On the header bar, expand the hamburger menu  and select Asset Management.
2. From the list of views, select a view on which you want to apply the filters.
3. Click Manage Filters .
4. In the Manage Filters dialog box, perform the following actions:
   1. From the Select a Field list, select a field, such as Allow Agent Actions (Audit, Remote Control).
   2. From the Select a Condition list, select a condition, such as equals.
      The list of conditions differ based on the the field that you select in the Select a Field list.
   3. In the Select Allow Agent Actions list, select between True or False.
   4. (Optional) To add another filter, click Add .
   5. Repeat the above steps to configure multiple filters.
   6. Click Apply.

   7. (Optional) To delete a filter, click Delete .

      Note

      When applying filter for 2 or more same type of field, you must apply all Or conditions first. The filters work as a straight query and are not grouped together.

      Example

      Assume that you want to see tickets that are assigned to either of the 2 technicians, AUTOSATECH1 and AUTOSATECH2, with Inactive equal to False and Status equal to Open. You must apply the following filters:

      

      The result is not the same if you apply the following filters:

      

5. (Optional) To view the applied filters on a list view, click Filters Applied.

To configure fields displayed in the list view

1. On the header bar, expand the hamburger menu  and select Asset Management.
2. From the list of views, select a view for which you want to configure the fields.
3. Click Manage Columns .
4. In the Manage Columns dialog box, select the fields to be displayed as columns.
5. Click Apply.

(2023 Release 01) To filter columns within a list view

1. On the header bar, expand the hamburger menu and select Asset Management.
2. From the list of views, select a view.
3. (Optional) Configure the preferred filters, list view fields, and formatting rules. Save the changes.
4. Click the arrow on the column headers to open the list of column customizing options.
5. Add or remove filters for each column in the workspace view.
   • All the columns, except the Date or Time columns and Boolean columns have the Contains text box. Enter the required field value in the text box to filter the column data.
     To filter the data in columns having numeric field values, you must enter the exact value in the Contains text box. 
   • The date and time fields have the following filters:
     • Before (selected date)
     • After (selected date)
     • On (selected date)
   • The boolean fields have the following filters:
     • Yes
     • No

To configure formatting rules

1. On the header bar, expand the hamburger menu  and select Asset Management.
2. From the list of views, select a view for which you want to format records.
3. Click Manage Formatting .
4. In the Manage Formatting dialog box, perform the following actions:
   1. From the Select a Field list, select a field such as IP Address.
   2. From the Select a Condition list, select a condition such as contains.
      The list of conditions differ based on the the field that you select in the Select a Field list.
   3. In the Select/Enter a Value list, select or enter a field value such as 101.
   4. In the Preview list, select a Background Color, Text Color, and Text Style.  
   5. To apply the formatting to a single field column, clear the Apply to row check box.
      The Apply to row check box is selected, by default, so the same formatting is applied to all field columns on a list view.
   6. (Optional) To add another filter, click Add .
   7. Repeat the preceding steps to configure multiple formatting rules.
      (2021 Release 02) The order of the formatting rules determines their precedence. If the field value of the first formatting rule is present in multiple records, then the first formatting rule is applied to all those records irrespective of the subsequent formatting rules. If, for the first formatting rule, the Apply to row check box is cleared, then the formatting is applied only to the single field corresponding to that rule and the remaining fields in the row are formatted as per the subsequent rules.
   8. Click Apply.
   9. (Optional) To delete a rule, click Delete .

Managing assets

You can perform the following asset management actions:

• To audit assets now
• To discover assets
• To remotely control assets
• To add an attachment to an asset (2020 Release 01)
• To open or save an attachment (2020 Release 01)
• To view asset details
• To retire assets

To audit assets now

You can only audit one asset at a time. The value in the Last Audited Date field show the date on which the BMC Client Management (BCM) Server was last audited.

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. Select an asset from the workspace.
3. Click More Actions  and click Audit Now.
   The audited information is updated to the Asset Management workspace grid.

1. (Optional) To view all audited assets, on the Asset Management dashboard, select the All Audited Assets.

To discover assets

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. Select an asset from the workspace.

3. Click More Actions  and click Discover Now.

   Each time you initiate the discovery of assets, BCM scans the target network and updates Track-It! with asset details.

To remotely control assets

Ensure that the browser used to establish remote control sessions has BCM as a trusted certificate authority and the SSL certificate is installed. For more information, see Installing-SSL-certificates. You can remotely control Windows and Mac devices only. Currently, you cannot remotely control Linux devices.

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. Select an asset from the workspace.
3. Click More Actions  and click Remote Control.
   You cannot control multiple assets. Track-It! establishes a remote control session only with the target asset.

To add an attachment to an asset (2020 Release 01)

You can add attachments of up to 29 MB to an asset. You can open or save an attachment using the Download Attachments option. The download behavior, whether the attachment is saved or opened for viewing, depends on your browser settings.

1. On the header bar, expand the hamburger menu  and select Asset Management.
2. Select and open an asset from the workspace.
3. Go to the Attachments tab, click New, and perform one of the following actions:
   • To locate and select the required file from the local storage, in the Attachments dialog box, click Browse.
   • To select a web file, in the URL Link field, enter the required URL.
4. Click Attach.

To open or save an attachment (2020 Release 01)

To open or save an attachment, click Download Attachments . Whether the attachment is opened or saved for viewing depends on your browser settings.

To view asset details

On the Asset Management dashboard, you can view various asset details such as hardware, software, and security information associated with an asset.

1. On the header bar, expand the hamburger menu  and select Asset Management.
2. Select an asset from the workspace.
3. Click More Actions  and select Asset Details.
4. From the preview pane, select an asset, and click the link to view asset details.
   The Asset Details page displays detailed information about the asset. The preview pane displays basic information about the asset such as the operation system version, IP address and MAC address.

To retire assets

You can choose to retire an asset that you no longer require. If you retire an asset you cannot audit, remotely control, or manage that asset.

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. Select an asset from the workspace.
3. Click More Actions  and click Retire.
4. To verify that the asset is retired, on the Asset Management dashboard, select the All Active Assets view.

Deleting assets

You can choose to delete assets from the workspace.

(2020 Release 01) You can delete multiple assets at once.

Considerations

The following considerations apply to the deletion process:

• You must have delete permission to delete assets. If you try to delete an asset without permission, a message is displayed to indicate that you cannot delete.
• You cannot delete an asset that is opened by another user.

• When you select and delete multiple assets, then:

  • If some selected assets are open, the following message is displayed:
    Asset(s) # 'assetID' is/are in use. Your request for this/these records will not be completed. Do you want to continue?
  • If all selected assets are open, the following message is displayed:
    Asset(s) # 'assetID' is/are in use. Your request for this/these records will not be completed. Release the records to unlock them before attempting again.

  Note

  Multiple asset IDs are separated by a comma, as shown in this example:

  Asset(s) # '101,102,103' are in use. Your request for these records will not be completed. Release the records to unlock them before attempting again.
• If the deletion of an asset fails, a message with the asset ID of the failed asset is displayed.

To delete an asset

1. On the header bar, expand the hamburger menu  and select Asset Management.
2. Select an asset or multiple assets (using Ctrl or Shift key) from the workspace.

1. Click Delete .
   The following message is displayed:
   
   
   
2. To delete the selected assets, click Yes.
   The following message is displayed:
   <Asset/Records has/have> been deleted successfully.