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===Instructions=== <ol> <li>If you are already in the “Create Hardware” window skip to step 3a. If you are not in that window continue to step 2.</li> <li>On the navigation menu (left-hand side) click “Assets” and click “Hardware” this will open a new tab titled “Hardware”</li> <li>Within the hardware tab (upper left-hand corner) click the “Create” button. A new window will open up called “Create Hardware.”</li> <ol type="a"> <li>Enter basic information about the hardware in the “Basics” tab</li> <ol type="i"> <li>Enter the name of the hardware in the “Name” field</li> <ol type="A"> <li>Examples: Name tag given by Data Center Manager</li> </ol> <li>Enter any additional information about the individual hardware in the “Details” field </li> <ol type="A"> <li>Examples: PID #, Future Migration Date, etc.</li> </ol> <li>Enter the serial number of the hardware in the “Serial Number” field</li> <li>Enter any additional information or comments about the serial number in the “Serial Number Comment” field </li> <ol type="A"> <li>Examples: Location of Serial #, damage to Serial #, etc.</li> </ol> <li>Enter the hardware identification number in the “Asset ID” field</li> <li>Enter the hardware barcode identification number in the “Barcode ID” field</li> <li>Select what kind of hardware you are creating in the “Product” drop-down menu or create a new “Product” record using a parent-child relationship by clicking the star button (see [[Extras#Creating a Product|Creating a Product]] section for instructions)</li> <ol type="A"> <li>Examples: HP – Server – ProLiant – DL385 – G6</li> </ol> <li>Add tags to the hardware in the “Tags” section from the drop down menu or create a new “Tag” record by clicking the star button (see [[Extras#Creating Tags|Creating Tags]] section for instructions))</li> <ol type="A"> <li>Example: Row 1, Cabinet 2, Network, Business Unit #1, etc.</li> </ol> </ol> <li>Enter information about the position of the hardware in the “Position” tab</li> <ol type="i"> <li>Select how the hardware is contained in the “Contained by Type” drop-down menu using the following options:</li> <ol type="A"> <li>Site - A room would be within a site</li> <li>Room - A cabinet, PDU, UPS, or CRCU would be within a room</li> <li>Hardware - A server would be within a rack and a blade server within a blade chassis</li> </ol> <li>Select the hardware container that is containing the hardware in the “Hardware” drop-down menu or create a new “Hardware Container” record by clicking the star button (see [[#Creating a Container Dimension|Creating a Container Dimension]] section for instructions)</li> <ol type="A"> <li>If the record I was creating was a server, I would select the containing rack and position the server within the rack appropriately</li> </ol> <li>Select the position of the left of the hardware in the “Left” drop-down menu</li> <li>Select the position of the right of the hardware in the “Right” drop-down menu</li> <li>Select the position of the front of the hardware in the “Front” drop-down menu</li> <li>Select the position of the back of the hardware in the “Back” drop-down menu</li> <li>Select the position of the bottom of the hardware in the “Bottom” drop-down menu</li> <li>Select the position of the top of the hardware in the “Top” drop-down menu</li> <li>Select the container dimensions from the drop down menu or click the star button to create a new “Container Dimension” record (see [[#Creating a Container Dimension|Creating a Container Dimension]] section for instructions)</li> <ol type="A"> <li>In this example, you would select the container dimension associated with the rack that the server is being placed in</li> </ol> </ol> <li>Enter information about the components of the hardware in the “Components” tab</li> <ol type="i"> <li>Enter how much memory the hardware has in the “Memory in GB” field</li> <li>Enter how many logical disk volumes the hardware has in the “Number of Logical Disk Volumes” field</li> <li>Enter how many network interfaces the hardware has in the “Number of Network Interfaces” field</li> <li>Enter how many management interfaces the hardware has in the “Number of Management Interfaces” field</li> <li>Enter how many CPUs the hardware has in the “Number of CPUs” field</li> <li>Select the type of CPU for the hardware in the “CPU Type” drop-down menu or create a new “CPU Type” record by clicking the star button (see [[Extras#Creating a CPU Type|Creating a CPU Type]] section for instructions)</li> <ol type="A"> <li>Examples: 32 bit or 64 bit</li> </ol> <li>Select the components of the hardware in the “Components” by selecting from the drop down menu and click the left-hand facing arrow or create a new “Component” record by clicking the star button (see [[Extras#Creating a Component|Creating a Component]] section for instructions)</li> <ol type="A"> <li>Examples: CPU, Hard drive, etc.</li> </ol> <li>Add physical disk information in the “Physical Disk” section by clicking on the star button to create a new “Physical Disk” record. In the “Create Physical Disk” window enter the following:</li> <ol type="A"> <li>Enter the amount of physical disks of the hardware in the “Quantity” field</li> <li>Enter the amount of capacity the physical disk obtains in the “Capacity in GB” field</li> <li>Select the physical disk RAID that is utilized by the hardware in the “RAID” drop-down menu or create a new “Physical Disk RAID” record by clicking the star button (see [[Extras#Creating a Physical Disk RAID|Creating a Physical Disk RAID]] section for instructions) </li> <li>Select the physical disk speed that is utilized by the hardware in the “Speed” drop-down menu or create a new “Physical Disk Speed” record by clicking the star button (see [[Extras#Creating a Physical Disk Speed|Creating a Physical Disk Speed]] section for instructions)</li> <li>Click “Add”</li> </ol> <li>Add SAN connections information in the “SAN Connections” section by clicking on the star button to create a new “SAN Connection” record. In the “Create SAN Connection” window enter the following: </li> <ol type="A"> <li>Enter the amount of SAN connections the hardware obtains in the “Number of Connections” field</li> <li>Select the SAN in the “SAN” drop-down menu or create a new “SAN” record by clicking the star button (see [[Extras#Creating a SAN|Creating a SAN]] for instructions)</li> <li>Enter the amount of capacity the SAN connection has in the “Capacity in GB” field</li> <li>Click “Add”</li> </ol> <li>Add power plug information in the “Power Plug” section by clicking the star button to create a new “Power Plug” record. In the “Create Power Plug” window enter the following: </li> <ol type="A"> <li>Enter the amount of power plugs for the hardware in the “Quantity” field</li> <li>Select the type of power plug in the “Plug Type” drop-down menu or create a new “Plug Type” record by clicking the star button (see [[Extras#Creating a Power Plug Type|Creating a Power Plug Type]] section for instructions)</li> <li>Enter the amount of watts observed in the “Observed Watts” field</li> <li>Enter the amount of watts estimated in the “Estimated Watts” field</li> <li>Enter the amount of watts on the nameplate of the hardware in the “Nameplate Watts” field</li> <li>Select an ampere for the power plug in the “Ampere” drop-down menu or create a new “Ampere” record by clicking the star button (see [[Extras#Creating a Power Plug Ampere|Creating a Power Plug Ampere]] section for instructions)</li> <li>Select a backup source for the power plug in the “Backup Source” drop-down menu or create a new “Backup Source” record by clicking the star button (see [[Extras#Creating a Power Plug Backup Source|Creating a Power Plug Backup Source]] section for instructions)</li> <li>Select a circuit for the power plug in the “Circuit” drop-down menu or create a new “Circuit” record by clicking the star button (see [[Extras#Creating a Power Plug Circuit|Creating a Power Plug Circuit]] section for instructions)</li> <li>Select a voltage for the power plug in the “Voltage” drop-down menu or create a new “Voltage” record by clicking the star button (see [[Extras#Creating a Power Plug Voltage|Creating a Power Plug Voltage]] section for instructions)</li> <li>Click “Add”</li> </ol> </ol> <li>Enter financial information about the hardware in the “Financial” tab</li> <ol type="i"> <li>Add information about accounting shares for the hardware in the “Accounting Shares” section by clicking on the star button to create a new “Accounting Share” record. In the “Create Accounting Share” window enter the following:</li> <ol type="A"> <li>Select a business unit from the “Business Unit” drop-down menu or create a new “Business Unit” record by clicking the star button (see [[Extras#Creating a Business Unit|Creating a Business Unit]] section for instructions)</li> <ol type="1"> <li>Examples: Accounting, Production, Marketing, IT, etc.</li> </ol> <li>Enter in the desired amount of shares into the “Shares” field</li> <li>Click “Add”</li> </ol> <li>Select the type of ownership in the “Ownership Type” drop-down menu</li> <li>Select the start date of the ownership of the hardware in the “Ownership Start” field</li> <li>Select the stop date of the ownership for the hardware in the “Ownership Stop” field</li> <li>Select where the hardware was procured from in the “Procured From” drop-down menu or create a new “Procured From” record by clicking the star button (see [[Extras#Creating a Company|Creating a Company]] section for instructions)</li> <li>Add payment information about the hardware in the “Payments” section by clicking on the star button to create a new “Payments” record. In the “Create Payment” window enter the following: </li> <ol type="A"> <li>Enter the date of when the payment for the hardware is to be paid in the “Date” field)</li> <li>Enter the amount of the payment in the “Amount” field</li> <li>Select the type of payment in the “Type” drop-down menu or create a new “Payment Type” record by clicking the star button (see [[Extras#Creating a Payment Type|Creating a Payment Type]] section for instructions)</li> <li>Select who is making the payment in the “Paid By” drop-down menu or create a “Paid By” record by click the star button (see [[Extras#Creating a Business Unit|Creating a Business Unit]] section for instructions)</li> <li>Select to whom the payment is going to in the “Paid To” drop-down menu or create a “Paid To” record by clicking the star button (see [[Extras#Creating a Company|Creating a Company]] section for instructions)</li> <li>Add tags to the payment in the section titled “Tags” by selecting from the drop down menu and click the left-hand facing arrow or create a new “Tag” record by clicking the star button (see [[Extras#Creating Tags|Creating Tags]] section for instructions)</li> <li>Enter any additional information about the payment in the “Details” field</li> <li>Click “Add”</li> </ol> </ol> <li>Enter service information about the hardware in the “Service” tab</li> <ol type="i"> <li>Select the requested service tier for the hardware in the “Requested Service Tier” drop-down menu or create a new “Requested Service Tier” record by clicking the star button (see [[Extras#Creating a Service Tier|Creating a Service Tier]] section for instructions)</li> <ol type="A"> <li>Examples: Tier 1, Tier 2, etc.</li> </ol> <li>Select the actual service tier for the hardware in the “Actual Service Tier” drop-down menu or create a new “Actual Service Tier” record by clicking the star button (see [[Extras#Creating a Service Tier|Creating a Service Tier]] section for instructions)</li> <ol type="A"> <li>Examples: Tier 3, Tier 4, etc.</li> </ol> <li>Add information regarding the service for the hardware in the “Service Infos” by clicking on the star button to create a new “Service Info” record. In the “Create Service Info” window enter the following: </li> <ol type="A"> <li>Select the company that does the service for the hardware in the “Provider” drop-down menu or create a new “Company” record by clicking the star button (see [[Extras#Creating a Company|Creating a Company]] section for instructions)</li> <li>Select the type of service the company provides for that hardware in the “Service Type” drop-down menu</li> <li>Select a beginning date of the service in the “Start Date” field</li> <li>Select an ending date of the service in the “Stop Date” field</li> <li>Select a discount program for the company in the “Discount Program” drop-down menu or create a new “Discount Program” record by clicking the star button (see [[Extras#Creating a Discount Program|Creating a Discount Program]] section for instructions)</li> <li>Enter a monthly cost in the “Base Monthly Cost” field</li> <li>Enter any additional information about the service in the “Details” field</li> <li>Click “Add”</li> </ol> <li>Select information about business units for the hardware service in the “Business Units” drop-down menu and click the left-hand facing arrow or create a new “Business Unit” record by clicking the star button (see [[Extras#Creating a Business Unit|Creating a Business Unit]] section for instructions)</li> <ol type="A"> <li>Examples: Accounting, Marketing, Production, etc.</li> </ol> <li>Add contact information for the hardware in the “Contact” section by clicking on the star button to create a new contact record. In the “Create Contact Entry” window enter the following:</li> <ol type="A"> <li>Enter a “Type” by selecting from the drop down menu or by clicking on the star button (see [[Extras#Creating a Contact Method Type|Creating a Contact Method Type]] section for instructions) </li> <li>Enter a “Contact” by selecting from the drop down menu or by clicking on the star button (see [[Extras#Creating a Contact|Creating a Contact]] section for instructions)</li> <li>Click “Add”</li> </ol> </ol> <li>Enter information about the operating system that is running on your hardware in the “Operating System” tab</li> <ol type="i"> <li>If the hardware does not have an operating system, leave the box with the “Red X” and click “Create”</li> <li>If the hardware has an operating system, click the check box to green and open the OS field</li> <ol type="A"> <li>Enter the name of the operating system in the “Name” field</li> <ol type="1"> <li>Examples: Microsoft Windows Server, Linux, etc.</li> </ol> <li>Enter any additional information of the operating system in the “Details” field</li> <li>Select the operating system’s software in the “Operating System Software” drop-down menu or create a new “Operating System Software” record by clicking the star button (see [[#Creating Software|Creating Software]] section for instructions)</li> <ol type="1"> <li>Examples: Exchange, Web Services, etc.</li> </ol> <li>Enter the license code information for the operating system in the “Operating System License Code” field</li> <li>Add alias information of the operating system in the “Aliases” section by entering the aliases information in the blank field and clicking the left-hand facing arrow</li> <ol type="1"> <li>Examples: Test Server, Exchange-Corp, etc.</li> </ol> <li>Add any additional software that is used with the operating system in the “Other Software” section by clicking on the star button to create a new “Operating System Instance Software” record. In the “Create Operating System Instance Software” window enter the following:</li> <ol type="1"> <li>Enter the “Software” from the drop down menu or by clicking the star button to create a new “Software” record (see [[#Creating Software|Creating Software]] section for instructions)</li> <li>Enter the software license code</li> <li>Enter the number of licenses consumed</li> <li>Click “Add”</li> </ol> <li>Select which domains the operating system utilizes in the “Domains” drop-down menu and click the left-hand facing arrow or create a new “Domain” record by clicking the star button (see [[Extras#Creating a Domain|Creating a Domain]] section for instructions)</li> <li>Add information for what IP addresses the operating system uses in the “Addresses” section by clicking on the star button to create a new addresses record. In the “Create Operating System Instance Address” enter the following:</li> <ol type="1"> <li>Enter the “Address Type” from the drop down menu or by clicking the star button to create a new “Address Type” record (see [[Extras#Creating Address Type|Creating Address Type]] section for instructions)</li> <li>Enter the address of the operating system in the “Address” field</li> <ol type="a"> <li>Examples: IP Address, Location Specific IP Address, etc.</li> </ol> <li>Click “Add”</li> </ol> <li>Enter the install date of the operating system in the “Install Date” field</li> </ol> </ol> <li>Click “Create” </li> <li>You now have a fully populated hardware record with all the detailed information surrounding that asset</li> </ol> </ol>
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