Manual Asset Management

Users can manually create and edit Asset Records in the SL1 system.

Use the following menu options to navigate the SL1 user interface:

To view a pop-out list of menu options, click the menu icon ().
To view a page containing all of the menu options, click the Advanced menu icon ().

Manually Creating and Editing an Asset Record

Rather than clicking the asset icon () for a specific device, you can manually create an asset record. This is helpful when you want to:

Create an asset record for an asset that is not a device.
Create an asset record for an asset that is not discovered in the SL1 system.

To manually create an asset record:

Go to the Asset Manager page (Registry > Assets > Asset Manager).
In the Asset Manager page, click the Create button.
The Asset Properties page appears.
Supply values in one or more of the following fields:

Critical Information Pane

Organization. Organization to which the asset is aligned. SL1 populates this field automatically. Clicking on the organization icon () leads to the Organization Summary page, where you can view information about the organization aligned with the asset.
Device-Link. Name of the linked device in SL1. When manually creating an asset record, the only option is "none."
Make. Manufacturer of the asset. Select from the options in the drop-down list.
Model. Model description of the device. The description can be entered manually as any combination of alphanumeric characters, up to 64 characters in length.

Identification Pane

Serial. Serial number of the asset. Can be entered manually as any combination of alphanumeric characters, up to 64 characters in length.
Asset tag. Asset tag of the asset. Can be entered manually as any combination of alphanumeric characters, up to 64 characters in length.
RFID Number. Radio frequency identification number. Can be entered manually as any combination of alphanumeric characters, up to 64 characters in length.

Administration Pane

Management Type. Owner of the asset. Possible choices are:

Customer
Internal Group
Lease
Organization
Other
Partner
Provider
Self Owned

Administrator. Administrator for the asset. If applicable, select a user from the drop-down list.
Technician. Technician for the asset. If applicable, select a user from the drop-down list.

Physical Location Pane

Facility. Business-specific location. The selections in the list can be customized by an Administrator.
Floor/Level. The floor in the building where the asset is located.
Room Number. The room in the building where the asset is located.

Cabinet Pane

Zone. Zone where the asset is located.
Rack/Cabinet. Rack or cabinet where the asset is located.
Shelf/U. Shelf or unit where the asset is located.

Punch-Down Pane

Wall Plate. Location of the cabling for the asset.
Closet Panel. Location of the cabling for the asset.
Punch Block. Location of the cabling for the asset.

Vital Asset Information Pane

In the Vital Asset Information pane, you can enter additional descriptive text to include with the asset record. You can format the text and include links and images in this field.

Click the Save button to save the new asset record.
After you click the Save button, the additional tabs in the Asset Administration page appear. In these tabs, you can define additional parameters for the asset record.

Editing an Existing Asset Record

From the Asset Manager page, you can edit an existing asset record. This is helpful when you want to add details (in addition to the information that SL1 automatically supplies) to an asset record.

To edit an existing asset record:

Go to the Asset Manager page (Registry > Assets > Asset Manager).
In the Asset Manager page, find the asset record you want to edit. Click its wrench icon ().
The Asset Properties page appears.
You can edit one or more of the values in the Asset Properties page, or click another tab and edit one or more values in another page in the Asset Administration panel. For more information on the tabs in the Asset Administration panel, see Viewing Assets.

The following section will provide more detail about the individual fields in each field tab, excluding the Properties tab. For more information on the Properties tab, see Manually Creating and Editing an Asset Record.

Asset Maintenance & Service

The Asset Maintenance & Service page displays business information about an asset. SL1 automatically populates as many fields in this page as possible. During nightly dynamic discovery, if SL1 discovers changes to a device, SL1 can automatically update any effected values in the device's asset record.

See Automatic Asset Management to learn how SL1 can automatically update a device's asset record.

This guide describes the default values for each drop-down field. You can customize the values in some of these fields on the Select Objects (System > Customize > Selected Objects) page.

While in the Asset Maintenance & Service page, if you see a plus sign (+) next to a field, you can add an additional entry to the drop-down list. This entry will then be available as a choice for all subsequent users.

The Asset Maintenance & Service page includes the fields below. SL1 will automatically populate as many fields as possible. You can supply a value in one or more fields, depending upon your business needs.

Purchase Information

Vendor. Organization that sold the asset. You can select from the drop-down list of all vendors defined in the Vendor Manager page (Registry > Accounts > Vendors). For more information on vendors, see Vendors.
Purchase Date. Date the asset was purchased. Select month, date, and year from the drop-down lists.

Expense

Purchase Cost. Cost of the asset. Can be any combination of alphanumeric characters, up to 12 characters in length.
Purchase Order. Purchase order used to purchase the asset. Can be any combination of alphanumeric characters, up to 16 characters in length.
Check No. Check number used to purchase the asset. Can be any combination of alphanumeric characters, up to 16 characters in length.

Depreciation

Method. Method used to calculate depreciation. Select a value from the drop-down list.
Annual Rate. Rate at which the asset depreciates. Select a value from the drop-down list.

Warranty Information

Vendor. Organization that provides the warranty. You can select from the drop-down list of all vendors defined in the Vendor Manager page (Registry > Accounts > Vendors). For more information on vendors, see Vendors .
Policy No. Warranty number. Can be any combination of alphanumeric characters, up to 32 characters in length.
Policy Description. Description of what is covered under the warranty and any caveats. Can be any combination of alphanumeric characters, up to 68 characters in length.

Policy Dates

Policy Active. Date the warranty went into effect. Select month, date, and year from the drop-down lists.
Policy Expiration. Date the warranty expires. Select the month, date, and year from the drop-down lists.

Expense

Policy Cost. Cost of warranty, in dollars and cents.
Purchase Order. Purchase order used to purchase the warranty. Can be any combination of alphanumeric characters, up to 16 characters in length.
Check No. Check number used to purchase the warranty. Can be any combination of alphanumeric characters, up to 16 characters in length.

Service Policy

Vendor. Organization that provides the services policy. You can select from the drop-down list of all vendors defined in the Vendor Manager page (Registry > Accounts > Vendors). For more information on vendors, see Vendors .
Policy No. Service policy number. Can be any combination of alphanumeric characters, up to 32 characters in length.
Policy Description. Description of what is covered under the service policy and any caveats. Can be any combination of alphanumeric characters, up to 68 characters in length.

Policy Dates

Policy Active. Date the service policy went into effect. Select month, date, and year from the drop-down lists.
Policy Expiration. Date the service policy expires. Select month, date, and year from the drop-down lists.

Expense

Policy Cost. Cost of service policy, in dollars and cents.
Purchase Order. Purchase order used to purchase the service policy. Can be any combination of alphanumeric characters, up to 16 characters in length.
Check No. Check number used to purchase the service policy. Can be any combination of alphanumeric characters, up to 16 characters in length.

Vital Service Information

In the Vital Service Information pane you can enter additional descriptive text to include with the warranty and service information for the asset record.

Asset Configuration

The Asset Configuration page displays technical information about the hardware configuration and system configuration of an asset. SL1 automatically populates as many fields in this page as possible. During nightly dynamic discovery, if SL1 discovers changes to an entity, SL1 can automatically update any changed values in the entity's asset record. If you want to override this behavior, the Device Properties page includes a setting that prevents SL1 from automatically updating a device's asset record.

See Automatic Asset Management to read how to prevent SL1 from automatically updating a device's asset record.

This guide describes the default values for each drop-down field. You can customize the values in some of these fields on the Select Objects page (System > Customize > Selected Objects) page.

While in the Asset Configuration page, if you see a plus sign (+) next to a field, you can add an additional entry to the drop-down list. This entry will then be available as a choice for all subsequent users.

The Asset Configuration page includes the following fields. SL1 will automatically populate as many fields as possible. You can supply values in one or more fields, depending on your business needs.

Classification

Type. Device Category. SL1 populates this field automatically.
Function. Description of the device's function. If possible, SL1 populates this field automatically.
Service Status. Current use of the device. Possible choices are:

None
Backup
Development
Internal
Production

Operating Environment

BIOS/EPROM. The name and version number of the BIOS or EPROM (whichever is applicable). Can be any combination of alphanumeric characters, up to 64 characters in length.
Operating System. Operating system running on the asset. Select an entry from the drop-down list. If possible, SL1 populates this field automatically.
Host ID/SID. An identifier for the asset, unique to the device's network. This ID defines networking and access permissions for the asset. Can be any combination of alphanumeric characters, up to 64 characters in length.

System Naming

OS System Name. Operating system defined for the device. Can be any combination of alphanumeric characters, up to 64 characters in length. If possible, SL1 populates this field automatically.
DNS Host Name. Name of the asset, as defined in the DNS system for the asset's network. Can be any combination of alphanumeric characters, up to 64 characters in length. If possible, SL1 populates this field automatically.
DNS Domain Name. Domain in which the asset is a member, as defined in the DNS system for the device's network. Can be any combination of alphanumeric characters, up to 64 characters in length.

Hardware Profile

Installed Memory. Amount of memory installed on the asset. If possible, SL1 populates this field automatically.
CPU Count. Number of CPUs installed on the asset. Can be any combination of alphanumeric characters, up to three characters in length. If possible, SL1 populates this field automatically.
CPU Type/Make. Manufacturer of CPUs. Can be any combination of alphanumeric characters, up to 32 characters in length. If possible, SL1 populates this field automatically.
Disk Array Size. Size of the disk array, if applicable. Can be any combination of alphanumeric characters, up to 64 characters in length.
Disk Count. Number of hard drive disks, if applicable. Can be any combination of alphanumeric characters, up to three characters in length.
Disk Size. Combined size of hard drive disks, if applicable. Can be any combination of alphanumeric characters, up to 64 characters in length.

Asset Licenses

The Asset Licenses page displays license information for each installed software product on an asset. SL1 gathers and populates some of the fields automatically, if possible. During nightly dynamic discovery, if SL1 discovers changes to a device, SL1 can automatically updated any effected values in the device's asset record. If you want to override this behavior, the Device Properties page includes a setting that prevents SL1 from automatically updating a device's asset record.

See Automatic Asset Management to read how to prevent SL1 from automatically updating a device's asset record.

In this page you can create new records or edit existing records. You can enter values in all the fields or in only those fields that are required for your business practices.

NOTE: This section describes the default values for each drop-down field. You can customize the values in some of these fields on the Select Objects Editor page (System > Customize > Selected Objects).

The following fields are included in the Asset Licenses page:

Software Title / Product. Name of the software product. You can select from the drop-down list. The list contains all software installed on the asset and a list of common software products.

Version. Version number of the software. Can be any combination of alphanumeric characters, up to 16 characters in length.
Serial. Serial number of the software. Can be any combination of alphanumeric characters, up to 64 characters in length.
Software Key. License number or license key for the software. Can be any combination of alphanumeric characters, up to 64 characters in length.
Vendor. Organization that sold the software. You can select from the drop-down list of all vendors defined in the Vendor Manager page (Registry > Accounts > Vendors).
Memo. Any additional notes about the software. Can be any combination of alphanumeric characters, up to 128 characters in length.

Asset IP Networks

The Asset IP Networks page displays technical information about each network interface on a device. SL1 automatically populates as many fields in this page as possible. During nightly dynamic discovery, if SL1 discovers changes to a device, SL1 can automatically update any changed values in the device's asset record. If you want to override this behavior, the Device Properties page includes a setting that prevents SL1 from automatically updating a device's asset record.

See the section on Automatic Asset Management to read how to prevent SL1 from automatically updating a device's asset record.

In this page, you can create new records or edit existing records. You can enter values in all fields or in only those fields that are required for your business processes.

The following fields are in the Asset IP Networks page:

Identification. Description of the network interface, as defined by the device's operating system (if applicable). Select an entry from the drop-down list. If possible, SL1 populates this field automatically.
Speed. Speed and description of the interface (full duplex or half duplex and the number of megabits per second that can pass through an interface). Select an entry from the drop-down list. If possible, SL1 populates this field automatically.
IP Address. IP address associated with the network interface. Can be any combination of alphanumeric characters, up to 15 characters in length. If possible, SL1 populates this field automatically.
Network Mask. Subnet mask address for the network interface, if applicable. Can be any combination of alphanumeric characters, up to 15 characters in length.
MAC Address. Short for Media Access Control Address. A unique number that identifies network hardware. MAC Addresses are defined by the hardware manufacturer. Can be any combination of alphanumeric characters, up to 18 characters in length. If possible, SL1 populates this field automatically.
Blade/Port. The server blade or switch blade and port of the network interface, if applicable. Can be any combination of alphanumeric characters, up to 15 characters in length.
Gateway Address. IP of the gateway used by the network interface, if applicable. Can be any combination of alphanumeric characters, up to 15 characters in length.
Name Sever Address. IP address of the primary Domain Name server for the network interface. Can be any combination of alphanumeric characters, up to 15 characters in length.
Linked Device. Device to which the interface is linked—for example, a switch, router, or firewall. Select an entry from the drop-down list.

Asset Components

The Asset Components page displays technical information about each hardware component associated with an asset. SL1 automatically populates as many fields in this page as possible. During nightly dynamic discovery, if SL1 discovers changes to a device, SL1 can automatically update any changed values in the device's asset record. If you want to override this behavior, the Device Properties page includes a setting that prevents SL1 from automatically updating a device's asset record.

See the section on Automatic Asset Management to read how to prevent SL1 from automatically updating a device's asset record.

In this page you can create new records or edit existing records. You can enter values in all fields or in only those fields that are required for your business practices.

The following fields are in the Asset Components page:

Make. Manufacturer of the sub-component. Select an entry to the drop-down list. If possible, SL1 populates this field automatically.
Model. Description of the sub-component. Can be any combination of alphanumeric characters, up to 40 characters in length. If possible, SL1 populates this field automatically.
Serial. Serial number of the sub-component. Can be any combination up alphanumeric characters, up to 32 characters in length. If possible, SL1 populates this field automatically.
Type. Generic description of the hardware sub-component. Select an entry from the drop-down list. If possible, SL1 populates this field automatically.
Connect. The method by which the sub-component communicates with the device. Select an entry from the drop-down list.
Slot/Bus. The slot or bus where the sub-component resides. Can be any combination of alphanumeric characters, up to 16 characters in length. If possible, SL1 populates this field automatically.
Memo. Additional notes about the sub-component. Can be any combination of alphanumeric characters, up to 32 characters in length. If possible, SL1 adds information retrieved from the device and any agents or Dynamic Applications running on the device.

Asset Notes and Attachments

The Asset Notes & Attachments page displays notes about the asset that has been created with the Notepad Editor modal page. You can access the Notepad Editor modal page from the Actions menu in any page in the Asset Administration panel. Each note created in the Notepad Editor page appears in the Asset Notes & Attachments page for the asset.

You can perform the following on each note entry:

To view a note's attachment, click the paperclip icon ().
To edit the content of a note, click the wrench icon (.) The Notepad Editor modal page is displayed. You can update the note; format the text; insert content from a saved template; and add an attachment, image, or video to the note. Click the Save button to save your changes.
To delete a note, click the bomb icon ().

The Actions Menu

Each separate tab in the Asset Administration panel includes the [Actions] menu. This menu allows users to perform many asset-related tasks directly from the current page. The [Actions] menu looks like a button and is located in the upper right of the page.

The entries in the [Actions] menu are described below:

My Bookmarks. Displays the Administer Bookmarks modal page, where you can access pre-defined bookmarks or save a new bookmark.
Custom Navigation. Leads to the Custom Navigation modal page, where you can define a custom navigation tab for the Asset Administration panel for the current asset. The Custom tab will contain a link to an outside URL.
Create a Ticket. Leads to the Ticket Editor page, where you can define a new ticket about the asset. To learn more about creating a ticket, see Asset Reports and Tickets.
Notepad Editor. Leads to the Notepad Editor modal page, where you can enter a note to include with the asset record. The note will appear in the Asset Notes & Attachments page for the asset.
Product Catalog. Leads to the Product Catalog modal page, where you can associate a product SKU with the asset record or disassociate the asset record from a product SKU.
Report Creator. Leads to the Report Creator modal page, where you can define an asset report, including the information to include in the report and the format in which to generate the report.
Rediscover. Queues the device associated with the asset for rediscovery. Any fields that are linked to dynamic discovery through the Asset Automation page will be updated.

Editing Multiple Asset Records

The Asset Manager page contains a drop-down field in the lower right called Select Action. This field allows users to apply an action to multiple asset records at once.

You can make changes to multiple asset records simultaneously; however, you can perform these "bulk edits" only for the following actions and fields:

Change the value in the Asset Properties/Organization field.
Change the value in the Asset Properties/Make field.
Change the value in the Asset Properties/Management Type field.
Change the value in the Asset Properties/Facility/Data Center field.
Change the value in the Asset Configuration/Function field.
Change the value in the Asset Configuration/Service Status field.

See the section on Automatic Asset Management to read how to prevent SL1 from automatically updating a device's asset record.

To apply an action to multiple asset records:

In the Asset Manager page, select the checkbox for each asset record you want to apply the action to. To select all of the checkboxes for all asset records, select the red check mark () at the top of the page.
In the Select Action drop-down list, select one of the following actions:

DELETE Selected Assets. Deletes selected asset records.
CLEAR Device Link. Removes the association between the asset record and the linked device.
Set Function. Changes the value in the Asset Configuration/Function field of the asset record. The list of choices includes all of the entries for that field. System administrators can go to the Select Objects Editor page to customize the entries that appear in this list.
Set Owner. Changes the value in the Asset Properties/Management Type field of the asset record. The list of choices includes all of the entries for that field. System administrators can go to the Select Objects Editor page to customize the entries that appear in this list.
Set Status. Changes the value in the Asset Configuration/Service Status field of the asset record. The list of choices includes all of the entries for that field. System administrators can go to the Select Objects Editor page to customize the entries that appear in this list.
Set Make. Changes the value in the Asset Properties/Make field of the asset record. The list of choices includes all of the entries for that field. SL1 system administrators can go to the Select Objects Editor page to customize the entries that appear in this list.
Set Location. Changes the value in the Asset Properties/Facility field of the asset record. The list of choices includes all the entries for that field. System administrators can go to the Select Objects Editor page to customize the entries that appear in this list.
Move To Organization. Changes the value in the Asset Properties/Organization field of the asset record. The asset record(s) will be associated with the selected organization.