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ITAM is included from Business on.
We turn scanned systems into validated assets with owners, criticality and lifecycle. Shared values we set for many assets at once, device-specific ones one at a time. Prerequisite: a completed scan and write access in the ITAM area. The systems stand under ITAM › Assets.

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Starting point

Docusnap Sports GmbH has completed its first scan. Around 900 systems are recorded, and on none of them are the ITAM fields set. We work on the ten servers of the sales department.

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1. Check the starting state

Under ITAM › Assets stand the figures ITAM-Capable Assets (around 900) and Managed Assets (close to zero). The difference is the work ahead. A click on a server row opens the server as a tab, directly on the ITAM tab. The Completeness widget in the right-hand column shows Not Edited: no core field is set.

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2. Set shared values

1

Select the servers

We filter the list down to the sales servers and select all ten.
2

Open bulk editing

Edit Entries opens bulk editing in the side panel.
3

Set the values

Asset Owner: the IT contact for sales. Criticality: High. Both values apply to all ten servers.
The Completeness of the ten servers is no longer 0 % afterwards.
Set the values many assets share first, for all of them at once. What is then left per asset is only the device-specific part.

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3. Complete one asset

The remaining core fields are device-specific. On the ITAM tab of a server we set through the pencil icon: Completeness shows 100 %. The asset is ready for validation.
All fields and the justification required at a phase change: Capturing ITAM Data.

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4. Validate

At 100 % the button Request in the Validation section is active. After Request, the asset has the status Requested. We request each asset individually. Validate completes it: under ITAM › Assets we select all ten servers and validate them together through the multiple selection. The assets are Validated, with a date and the next due date.
In Strict Mode only the Technical Owner requests, and only the Asset Owner validates. If one of the two roles is not set, nobody can carry out this step. See Validating Assets.

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Result

Ten servers have moved from Not Edited to Validated: shared values through bulk editing, device-specific ones one at a time. The same approach applies to the remaining systems.

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Next steps