Creating assets

Key features

• You can create, copy, print, and delete the asset record and clear the asset form.
• You can view all the changes made to assets from the audit trail window.
• You can assign an owner (requestor) for an asset. 
• You can perform asset management functions on an asset.
  • Discover now
  • Retire
  • View asset details
  • Audit now
  • Remote control
  • View asset audit trail 
• You can view all the tickets or assignments associated with an asset in the Details section.
• You can add financial information about the asset, such as vendor details, purchase details, expiration date, and so on.
• You can use the Additional Information field to enter notes about the asset.
• You can create assets in BMC Client Management from Track-It!.
• The lower pane of the Asset form that contains the Ticket, Assignments, and Asset Relations tabs is referred to as the Details section.
• System administrators can customize the Asset form based on your business requirements.
• System administrators can assign custom forms to groups, which can be used by technicians assigned to that group.

Key considerations

• The Asset Name and Asset Type fields are mandatory.
• You must select Allow Agent Actions (Audit, Remote Control) to enable the asset to be audited and remotely controlled.
• If you retire an asset, it cannot be discovered again during asset discovery.
• You cannot link assets to tickets or assignments from the Asset form. You can only link assets from the ticket or assignment form.
• Do not include chevrons (<>) while naming an asset because this might cause database errors.

Creating assets

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. On the header bar, from the ADD NEW menu, click New Asset.
   The New Asset form displays the fields related to assets.
3. Enter details in the mandatory fields in the Asset form.

4. Click Save Asset.

   Click here to view the Asset form fields

   Section	Field name	Description
   Asset Information	Asset Name	Name of the asset. The name can be a combination of characters.
   	Asset Type	Type of the Asset, such as server, printer, workstation, and so on. If you manually modify the Asset Type, Track-It! reverts to the original type in next asset update.
   	IP address	IP address of the asset, such as 194.50.68.255.
   	Computer System Domain	Full name of the domain to which the currently selected asset belongs to.
   	Asset Department	Name of the department to which the asset belongs to.
   	Asset Location	Name of the location to which the asset currently belongs to.
   	Operating System	Name of the operating system installed on the currently selected asset.
   	MAC address	MAC (hardware) address of the discovered device.
   	Serial Number	Windows operating system displays the BIOS serial number. If the OS is Linux, this number is the equivalent of the hosted command. If the OS is macOS, this field displays the serial number of the asset.
   	Retired Asset	Determine whether the asset is retired or not.
   Primary User (Owner) Information	Owner Name	Name of the owner of the asset.
   	Owner Email	Email of the asset owner.
   	Phone	Phone number of the asset owner.
   	Alternate Phone	Fax or alternate phone number of the asset owner.
   	Owner Department	Department name of asset owner.
   	Owner Location	Location of asset owner.
   Asset Identification Details	Manufacturer	Manufacturer of the device.
   	Asset Tag	Service tag of the device.
   	Audit Date	Date on which the asset was last audited.
   	Allow Agent functions (Audit, Remote Control)	Check box that allows asset to be audited and controlled remotely.
   Financial Summary	P.O. Number	Purchase order number of the asset.
   	Vendor	Name of the vendor of the asset.
   	Maintenance Vendor	Name of the company that provides the maintenance for the asset.
   	Date Purchased	Asset purchase date.
   	Maintenance Exp. Date	Date at which the maintenance contract of the asset runs out. This date must be later than the date of purchase.
   	Warranty Exp. Date	Date at which the warranty of the asset runs out.
   Additional Information	Additional information about the asset. You can enter information in this field.

Performing additional actions on an asset

After you save an asset, you can perform additional actions. Ensure that the asset is associated with an owner to link the asset to tickets and assignments.

• To audit assets now
• To view asset details
• To create tickets for an asset
• To remotely control assets
• To retire assets
• To view tickets associated with the asset
• To view assignments associated with the asset
• To view the audit trial of assets
• To link or unlink assets

To audit assets now

You can only audit one asset at a time. The value in the Last Audited Date field shows the date on which the asset was last audited.

1.  On the header bar, expand the hamburger menu  and click Asset Management.
2. To open an Asset form, double-click the asset.
3. Click Audit Now.
   Track-It! rolls out the BMC Client Management on the device if it is audited for the first time.
   The audited information is updated to the Asset Management workspace grid.

To view asset details

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. To open an asset form, double-click the asset.
3. Click  View Asset Details.
   The Asset Details window displays the details including hardware, software, and security details.

To create tickets for an asset

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. To open an asset form, double-click the asset.
3. Click Create ticket. to open the New Ticket window.
   The asset name is already displayed in the Requestor Information section of the form. 
4. Enter the details for the required fields.
5. Click Save Ticket.

To remotely control assets

Ensure that the browser used to establish remote control sessions has BMC Client Management as a trusted certificate authority and install the SSL certificate. For more information, see Installing-SSL-certificates. To ensure that an asset can be controlled remotely, ensure that the asset is discovered in Track-It!. 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. To open an asset form, double-click the asset.
3. Click  Remote Control.
   Track-It! establishes a remote control session with the target asset.

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 the asset.

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. To open an asset form, double-click the asset.
3. Click Retire.
   Track-It! retires the asset and it is no longer visible in the Asset Management workspace grid.

To view tickets associated with the asset

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. To open an asset form, double-click the asset.
3. In the Details section (lower pane of the form), select Tickets.
   The Tickets tab lists all the tickets that are associated with the asset.

To view assignments associated with the asset

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. To open an asset form, double-click the asset.
3. In the Details section (lower pane of the form), select Assignments.
   The Assignments tab lists all the assignments that are associated with the asset. 

To view the audit trial of assets

1. On the header bar, expand the hamburger menu  and click Asset Management.
2. To open an asset form, double-click the asset.
3. Click the  icon to open the Audit Trail window.

For more information see, Viewing the audit trail for assets.

To link or unlink assets

In the Asset form, you can link or unlink assets as parent or child assets.

1. On the header bar, expand the hamburger menu   and click Asset Management.
2. To open the asset form, double-click the asset.
3. In the Details section (lower pane of the form), select Asset Relations.
4. From  select the option as required.
5. Select the required asset and click OK. The association is displayed in the Details section.
6. Similarly, to unlink an asset, select the asset and select Unlink to unlink the association.