Extras

Creating Accounting Shares

An accounting share is a way to track what department or function of the business owns or is making payments for a piece of hardware. You will need to know the following information to create an Accounting Share:

• The business unit or business department having ownership of the device
• The number of shares that business unit owns

Instructions

1. Select a business unit from the “Business Unit” drop-down menu or create a new “Business Unit” record by clicking the star button (See Creating a Business Unit section for instructions)
1. Examples: Accounting, Production, Marketing, etc.
2. Enter in the desired amount of shares into the “Shares” field
3. Click “Add”

Creating Address Type

Defining an address type is used for each operating system, usually defined as IPv4 or IPv6. The address type is not considered the actual address.You will need to know the following information before creating an address type:

• Whether the address type is an IP-V4 or IP-V6

Instructions

1. If you are already in the “Create Address Type” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Address Types” this will open a new tab titled “Address Types”
3. In the Address Types tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Address Type”
1. Enter the Address Type in the field titled “Name”
1. Examples: IP Address, IP Address (Location-based), etc.
2. Enter any additional information about the Address Type in the “Details” field
4. Click “Create”

Creating a Business Unit

A business unit or business department is a great way to track ownership or affected areas of the organization that touches a specific piece of hardware, software, or virtual machine. A business unit uses the parent-child relationship like a hardware product. This can be utilized for accounting and tracking purposes of the asset. You will need to gather the following information when creating a business unit:

• The name of the business unit or function you wish to create
• A parent business unit, if any

Instructions

1. If you are already in the “Create Business Unit” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Business Unit” this will open a new tab titled “Business units”
3. Within the Business Unit tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Business Unit” or if you are in the “Create Hardware” window, Service tab in the Business Unit section click the star button.
1. Enter the Company name in the “Name” field
1. Examples: Target, Best Buy, etc.
2. Enter any additional information about the Name of the Company in the “Details” field
3. Click “Create”
4. In the Business Unit tab, click the “Create” button or if you are in the “Create Hardware” window, Service tab in the Business Unit section click the star button
1. Enter the Department in the “Name” field
1. Examples: Marketing, Accounting, etc.
2. Enter any additional information about the Department name in the “Details” field
3. Select the Company name in the “Parent Business Unit” drop-down menu
1. Examples: Target, Best Buy, etc.
4. Click "Create"

Creating a Company

Creating a company is a way to distinguish the physical history and payment history of an asset in the event of a merger and acquisition or any other event which would involve transfer of ownership. You will need to know the following information before creating a company:

• The name of the company you wish to create

Instructions

1. If you are already in the “Create Company” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Companies” this will open a new tab titled “Companies”
3. Within the Companies tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Company”
1. Enter the Company name in the field titled “Name”
2. Enter any additional information about the company in the “Details” field
3. Click "Create"

Creating a Component

Components tracking is a great way to record what is contained within a specific piece of hardware you are creating. The component information can give you insight into how much of a resource you are utilizing and consuming in your data center. It tracks everything from power to memory to peripheral cards inserted into the back of your servers. You will need to gather the following information to create a component record for your hardware:

• Memory in GB for the hardware
• Number of logical disk volumes
• The number of network interfaces for the hardware
• The number of management interfaces for the hardware
• Number of CPU’s in the hardware
• Other components, utilizing the parent-child relationship, located within the hardware
• Physical disks
• SAN connections
• Number and type of power plugs

Instructions

1. If you are already in the “Create Component” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Components” this will open a new tab titled “Components”
3. In the Components tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Component”. If you are in the “Create Hardware” window, Component tab in the Component section click the star button.
1. Enter the Peripheral name of the Components in the “Name” field
1. Examples: Network Card, PCIE Card, etc.
2. Enter any additional information about the Peripheral in the “Details” field
3. Click “Create”
4. In the Components tab, click the “Create” button or if you are in the “Create Hardware” window, Component tab in the Component section click the star button.
1. Enter the Ports in the “Name” field
1. Examples: Port numbers
2. Enter any additional information about the Ports in the “Details” field
3. Select the Peripheral in the “Parent Component” drop-down menu
1. Examples: Network Card, PCIE Card, etc.
4. Click "Create"

Creating a Contact

A contact is utilized when referring to an asset, specifically a piece of hardware. This is the organization and person you would contact if the asset has a disruption of service or experiences a failure or outage. You will need to gather the following information when creating a contact

• The type of contact; electrician, service provider, maintenance, etc.
• The name of the contact; first and last name, company the contact works for, and contact method (See “Creating a Contact Method Type” for instructions)

Instructions

1. If you are already in the “Create Contact” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Contacts” this will open a new tab titled “Contacts”
3. Within the Contact tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Contact”
1. Enter the first name of the Contact in the “First Name” field
2. Enter the last name of the Contact in the “Last Name” field
3. Select which company that the Contact is associated with in the “Company” drop-down menu or create a new “Company” record by clicking the star button (See “Creating a Company” section for instructions)
4. Add a contact method by clicking the star button. In the “Create Contact Method” window enter the following:
1. Enter a “Type” from the drop down menu or by clicking on the star button to create a new “Type” record. (See “Create Contact Method Type” section for instructions)
2. Enter a phone number or email for the Contact Method in the “Value” field
3. Click “Add”
5. Enter any additional information for the Contact in the field titled “Details”
6. Clcik "Create"

Creating a Contact Method Type

A contact method type is the means of reaching the point of contact for an asset, typically for hardware. The contact method type refers to the email or phone number used to get in touch with the person. You will need to gather the following information when creating a contact method type:

• What mode of contact is preferred for reaching this person; email, SMS, mobile phone, etc.

Instructions

1. If you are already in the “Create Contact Method Type” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Contact Method Types” this will open a new tab titled “Contact Method Types”
3. Within the Contact Method Type tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Contact Method Type”
1. Enter the name of the Contact Method Type in the “Name” field
2. Enter any additional information about the Contact Method Type in the field titled “Details”
3. Click "Create"

Creating a CPU Type

Instructions

1. If you are already in the “Create CPU Type” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “CPU Types” this will open a new tab titled “CPU Types”
3. Within the CPU Type tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create CPU Type”
1. Enter the name of the CPU Type in the “Name” field
1. Examples: Intel Xeon E5450
2. Enter any additional information about the CPU Type in the field titled “Details”
3. Enter the speed of the CPU Type in the field “Speed in GHz”
4. Enter how many physical cores the CPU Type has in the “Physical Cores” field
5. Enter how many virtual cores the CPU Type has in the “Virtual Cores” field
6. Click "Create"

Creating a Discount Program

A discount program is used when referring the service of an asset, typically hardware. Creating a discount program record is valuable for tracking what service company your dollars are going to and what deal you are receiving from a discount standpoint. You will need to gather the following information before creating a discount program record

• The name of the discount program, for tracking purposes
• The percentage of the discount program, to know what deal has been provided by the service company\

Instructions

1. If you are already in the “Create Discount Program” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Discount Program” this will open a new tab titled “Discount Programs”
3. Within the Discount Program tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Discount Program”
1. Enter the name of the Discount Program in the “Name” field
2. Enter any additional information about the Discount Program in the field titled “Details”
3. Enter a discount percent in the field called “Percent”
4. Click “Create”