Wiki source code of Assets organisieren

Last modified by Jannis Klein on 2024/08/13 08:19

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1.1	1	{{figureCaption}}
	2	Standardfelder konfigurieren
	3	{{/figureCaption}}
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	5	{{aagon.priorisierung}}
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	7	{{/aagon.priorisierung}}
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	9	{{aagon.floatingbox/}}
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4.1	11	= Organising Assets into Types =
1.1	12
4.1	13	To help you organise your assets, you can divide them into different asset types. These types can be structured hierarchically as required.
1.1	14
4.1	15	To do this, navigate to //Asset Management// > //Hardware Assets// and select Asset Types from the ribbon bar. This will open a separate window that you can dock into the Console. In the top row you will see all the common actions you might need to work with Asset Types: You can create a new Asset Type ([[image:AssetType_Add.ico\|\|height="22" width="22"]]), edit a selected Asset Type ([[image:image-20231027112104-2.png\|\|height="22" width="22"]]) or delete it ([[image:AssetType_Delete.ico\|\|height="22" width="22"]]). As in many other areas of the ACMP Console, the view can be refreshed using the button [[image:image-20231027112104-4.png\|\|height="22" width="22"]]. Below this, on the left, is the list of existing Asset Types, sorted alphabetically. On the right is an optional description and the stored standard and custom fields associated with each Asset Type.
1.1	16
	17	{{aagon.infobox}}
4.1	18	To make a field mandatory in this view, you must edit the type. It is not possible to tick a mandatory field in this view.
1.1	19	{{/aagon.infobox}}
	20
	21	{{figure}}
	22	(% style="text-align:center" %)
	23	[[image:65_Asset Management_Assettypen Übersicht_749.png]]
	24
	25	{{figureCaption}}
4.1	26	Asset Type
1.1	27	{{/figureCaption}}
	28	{{/figure}}
	29
4.1	30	= Adding an Asset Type =
1.1	31
4.1	32	First click //Add Asset Type //([[image:image-20231027112345-5.png\|\|height="22" width="22"]]). A wizard will open and guide you through the following steps.
1.1	33
4.1	34	On the first page, under //General Information//, select where the Asset Type will be stored. Enter an Asset Type as the output directory under which the new type will be created, or select the top level (root). If the new Asset Type is created below an existing type, the settings of the parent type can be used by selecting the checkbox with the same name. Enter a name for the Asset Type, an optional [[Asset number profile>>doc:65.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome\|\|anchor="HInventorynumber"]] and an optional description. Then click //Next > //to proceed to the second page of the wizard.
1.1	35
	36	{{figure}}
	37	(% style="text-align:center" %)
	38	[[image:65_Asset Management_Assettyp hinzufügen_703.png]]
	39
	40	{{figureCaption}}
4.1	41	Add Asset types (General information)
1.1	42	{{/figureCaption}}
	43	{{/figure}}
	44
4.1	45	Customise the properties within the //basic fields//. To do this, click on one of the fields and set a default value in advance. This can be useful if, for example, you only buy certain hardware from one manufacturer and you do not want to consider another manufacturer. If this value differs when you create an Asset and needs to be changed, you can adjust it manually when you create the Asset. If you wish to define a required field, tick the appropriate box under //Required field//. Click //Next >// if you do not wish to make any further changes.
1.1	46
	47	{{figure}}
	48	(% style="text-align:center" %)
	49	[[image:65_Asset Management_Assettyp hinzufügen Standardfelder_703.png]]
	50
	51	{{figureCaption}}
4.1	52	Configure basic fields
1.1	53	{{/figureCaption}}
	54	{{/figure}}
	55
4.1	56	This wizard page allows you to define custom fields and their properties. For example, you can store customised information such as the PIN of a SIM card. If you have accidentally entered too many custom fields, you can remove them by double-clicking on the right side of the entries. If the order of the field list does not suit you, you can easily change it: Select the desired field and use the arrow icons to move it to the desired position. Otherwise, click //Next >// to move to the next pages.
1.1	57
	58	{{figure}}
	59	(% style="text-align:center" %)
	60	[[image:65_Asset Management_Assettyp hinzufügen Benutzerdefinierte Felder_940.png]]
	61
	62	{{figureCaption}}
4.1	63	Custom fields
1.1	64	{{/figureCaption}}
	65	{{/figure}}
	66
4.1	67	Optionally, you can assign a different icon to the Asset Type on the next page. To do this, either select one of the existing icons from the list, or add your own. Then click //Next >//.
1.1	68
	69	{{figure}}
	70	(% style="text-align:center" %)
	71	[[image:65_Asset Management_Assettyp hinzufügen Icon_685.png]]
	72
	73	{{figureCaption}}
	74	Zuweisung eines Icon
	75	{{/figureCaption}}
	76	{{/figure}}
	77
4.1	78	The last page of the wizard allows you to change the visibility settings for the Asset Type. This is where you define who can see assets of this type. A distinction is made here between the access rights for groups and users that you have previously created in the [[Settings>>doc:ACMP.65.ACMP-Solutions.System.Benutzerverwaltung.WebHome]] (//System// > //User Management//).
1.1	79
	80	{{figure}}
	81	(% style="text-align:center" %)
	82	[[image:65_Asset Management_Assettyp hinzufügen Sichtbarkeitseinstellungen_685.png]]
	83
	84	{{figureCaption}}
4.1	85	Configure visibility settings for an Asset Type
1.1	86	{{/figureCaption}}
	87	{{/figure}}
	88
4.1	89	Exit the wizard by clicking on //Finish//. The newly added Asset type now appears in the list.
1.1	90
4.1	91	= Editing or Deleting Asset Types =
1.1	92
4.1	93	To edit an existing Asset Type, select the Asset Type you wish to edit. Then click //Edit Asset Type //[[image:image-20231027122552-6.png]] to open a wizard that will guide you through the steps. You can customise the general information (e.g. output directory, name, asset number profile or description) and configure the default and custom fields. If you later wish to assign a new icon to the asset type or customise the visibility settings, you can also do this in the wizard.
1.1	94
	95	{{aagon.infobox}}
4.1	96	If you only want to save the Asset Type in a different output directory, simply drag and drop it into the other directory.
1.1	97	{{/aagon.infobox}}
	98
4.1	99	To delete an Asset Type, select the desired entry and click on //Delete Asset //[[image:image-20231027122612-7.png]]//.//
1.1	100
	101	{{aagon.warnungsbox}}
4.1	102	Please note that all Asset Types listed under the Asset Type will also be deleted. A deletion cannot be undone.
1.1	103	{{/aagon.warnungsbox}}
	104
4.1	105	== Included Asset Types ==
1.1	106
4.1	107	ACMP comes with a number of Asset Types that you can use straight away. To do this, open the A//sset Types// in the Asset Management ribbon bar. A new window will open where you can see the list of Asset Types supplied. This is the //SNMP// type that belongs to the AESB's SNMP adapter. This can automatically create Assets via the PublicAPI. Below is a brief description of each Asset Type and the custom fields they contain.
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	109	{{figure}}
	110	(% style="text-align:center" %)
	111	[[image:65_Asset Management_Mitgelieferte Assettypen_631.png]]
	112
	113	{{figureCaption}}
4.1	114	Included Asset Types
1.1	115	{{/figureCaption}}
	116	{{/figure}}
	117
	118	{{aagon.infobox}}
4.1	119	Please note that some of the Asset types supplied require customised and user-defined fields in order to be used correctly. We already provide you with these.
1.1	120	{{/aagon.infobox}}
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	122
4.1	123	\|(% style="width:233px" %)Asset Type\|(% style="width:800px" %)Description\|(% style="width:331px" %)Custom Fields
	124	\|(% style="width:233px" %)SNMP > Access Point\|You can add the devices under the access points.\|(((
	125	* IP address (IPv4)
	126	* Number of ports (integer)
	127	* Port IP addresses (memo)
	128	* Port MAC addresses (memo)
1.1	129	)))
4.1	130	\|(% style="width:233px" %)SNMP > Printers\|Add your SNMP printers here.\|(((
	131	* Cartridge fill levels (memo)
	132	* Type (Text)
	133	* Tray number (integer)
	134	* Tray fill levels (memo)
	135	* IP address (IPv4)
1.1	136	)))
4.1	137	\|(% style="width:233px" %)SNMP > Routers\|Add your SNMP routers here.\|(((
	138	* IP address (IPv4)
	139	* Number of ports (integer)
	140	* Port IP addresses (memo)
	141	* Port MAC addresses (Memo)
1.1	142	)))
4.1	143	\|(% style="width:233px" %)SNMP > Switches\|Store all SNMP switches.\|(((
	144	* IP address (IPv4)
	145	* Number of ports (integer)
	146	* Port IP addresses (memo)
	147	* Port MAC addresses (memo)
1.1	148	)))
4.1	149	\|(% style="width:233px" %)SNMP > Unknown Devices\|(% style="width:800px" %)Create all SNMP devices that cannot be assigned to any other Asset types here. Alternatively, you can also add your own [[Asset Types>>doc:ACMP.65.ACMP-Solutions.Asset Management.Assets verwalten.WebHome\|\|anchor="HAddinganAssetType"]].\|(((
	150	* IP address (IPv4)
1.1	151	)))
	152
	153	= Asset Collections =
	154
4.1	155	Asset Collections allow you to create logical groupings of individual assets in ACMP. Asset Collections allow you to combine different assets that are often used or rented together (e.g. hardware for on-site visits to a customer or the inventory of a media van).
1.1	156
4.1	157	Asset Collections can be accessed from Asset Management. Click the //Asset Collections// button on the ribbon bar. This will open a new window that you can dock into the Console. You can use the toolbar to manage the collections (add ([[image:image-20231027123221-8.png\|\|height="22" width="22"]]), edit ([[image:Asset Collections bearbeiten Icon.png\|\|height="22" width="22"]]) or delete ([[image:Asset Collections löschen Icon.png\|\|height="22" width="22"]]) collections) or generally customise the structure of the Asset Collections via the folders (add new folders ([[image:image-20231027123221-11.png\|\|height="22" width="22"]]), bedit existing folders ([[image:Ordner bearbeiten Icon.png\|\|height="22" width="22"]]) or delete entire folders ([[image:Ordner löschen Icon.png\|\|height="22" width="22"]])), in which the items are located.
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	159	{{aagon.infobox}}
4.1	160	At least one folder must be created in order to organise the Asset Collections
1.1	161	{{/aagon.infobox}}
	162
4.1	163	If you want to lend([[image:image-20231027123450-14.png\|\|height="22" width="22"]]) or return ([[image:image-20231027123450-15.png\|\|height="22" width="22"]]) entire Collections, it works in the same way as the [[Asset Rental system>>doc:\|\|anchor="HAssetRentalsystem"]]. It is important to note that you can only lend Collections that are linked to at least one Asset
1.1	164
	165	{{figure}}
	166	(% style="text-align:center" %)
	167	[[image:65_Asset Management_Übersicht Asset Collections_1082.png]]
	168
	169	{{figureCaption}}
4.1	170	Overview of the Asset Collections
1.1	171	{{/figureCaption}}
	172	{{/figure}}
	173
4.1	174	== Adding Collections ==
1.1	175
4.1	176	First click on //Add Collection// ([[image:image-20231027123744-16.png\|\|height="22" width="22"]]) in the toolbar. A multi-page wizard will open, asking you to enter general information. Select an output directory where the collections will be stored. Then enter a name and optionally the inventory number and a description for the collections. Click //Next >//.
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	178	{{figure}}
	179	(% style="text-align:center" %)
	180	[[image:66_Asset Management_Neue Asset Collection hinzufügen.png]]
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	182	{{figureCaption}}
4.1	183	Add new Asset Collections (General Information)
1.1	184	{{/figureCaption}}
	185	{{/figure}}
	186
4.1	187	The next step is to define the contents of the Asset Collections. To do this, you need to link the associated Assets to the Collections. Use //Link Asset// ([[image:image-20231027123929-17.png\|\|height="22" width="22"]]) to select the appropriate freely definable entries from the //Asset// //Types//, //Locations//, //Departments// or //Cost Centres// categories.
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	189	{{aagon.infobox}}
4.1	190	The categories always contain the same Assets, which are always sorted in the same way, but can only be found by the category you have selected.
1.1	191	{{/aagon.infobox}}
	192
4.1	193	Confirm each entry with //OK//.
1.1	194
	195	{{aagon.warnungsbox}}
4.1	196	If you add an Asset to the Collection that is already in another Collection, the Asset is automatically removed from the old Collection and moved to the current, open Collection. Such an Asset is displayed with an icon [[image:Warn-Icon.png\|\|alt="grafik.png"]] and listed in the Original Collection column with the path to the previous Collection
1.1	197	{{/aagon.warnungsbox}}
	198
4.1	199	You can remove an Asset from the Collection by selecting it and clicking //Remove Asset Links// ([[image:image-20231027124035-18.png\|\|height="22" width="22"]]). When you have added all the required Assets to the Collections, click //Next >//.
1.1	200
	201	{{figure}}
	202	(% style="text-align:center" %)
	203	[[image:66_Asset Management_Assets ener Collection verknüpfen.png]]
	204
	205	{{figureCaption}}
4.1	206	Link Assets of a Collections
1.1	207	{{/figureCaption}}
	208	{{/figure}}
	209
4.1	210	In the next pages of the wizard, create any common properties. Here you can optionally store master data for //Users//, //Locations//, //Departments// and //Cost Centres//. To do this, select the required data from the appropriate drop down list and add the items by clicking //OK//.
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	212	{{figure}}
	213	(% style="text-align:center" %)
	214	[[image:66_Asset Management_Gemeinsame Eigenschaften für die Asset Collection festlegen.png]]
	215
	216	{{figureCaption}}
4.1	217	Define common properties for the Asset Collections
1.1	218	{{/figureCaption}}
	219	{{/figure}}
	220
4.1	221	Exit the wizard by clicking on //Finish//. The new Collection is added to the list.
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4.1	223	== Edit or delete Collections ==
1.1	224
4.1	225	To edit an existing Collection, open a list entry from the Asset Collections either by double-clicking on it or by clicking on the button in the ribbon bar. Click on //Edit Collections// ([[image:image-20231027125536-19.png\|\|height="22" width="22"]]) and customize all the information you want to change in the wizard that opens. Confirm your customizations with //Finish//.
1.1	226
	227	{{aagon.infobox}}
4.1	228	If you only want to customize the target directory, you can do this by dragging and dropping in the Asset Collections. Simply move the desired Collections to another directory. Customization in the wizard is not necessary.
1.1	229	{{/aagon.infobox}}
	230
4.1	231	If you want to delete a Collection, select a list entry and click on //Delete Collection// ([[image:image-20231027125605-20.png\|\|height="22" width="22"]]). Confirm your actions with //Yes //so that the entry will be deleted.
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4.1	233	== Managing Folders ==
1.1	234
4.1	235	Folders provide an overview and structure to the Asset Collections. To add a new folder, click on the corresponding button in the toolbar ([[image:image-20231027125626-21.png\|\|height="22" width="22"]]). You will first need to select an output folder and give it a name. Continue by clicking //Next >//. On the next page, define the security settings for the folder and assign the level of access that each group or user should have. Finish your work by clicking //Finish//.
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4.1	237	To make changes to existing folders, click //Edit folder //([[image:image-20231027125626-22.png\|\|height="22" width="22"]]). You will be taken through the same wizard as when adding a new folder. Here you can change the name, output directory or security settings.
1.1	238
	239	{{aagon.infobox}}
4.1	240	If you only want to change the destination folder, you can drag and drop the Asset Collections. Simply drag and drop the desired collections into a different folder. No customisation is required in the wizard itself.
1.1	241	{{/aagon.infobox}}
	242
4.1	243	Delete the folder by clicking the [[image:image-20231027125703-23.png\|\|height="22" width="22"]] button. Note that all subordinate folders and Asset Collections will also be deleted.
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4.1	245	= Number profiles =
1.1	246
4.1	247	Number profiles help you to organise your Assets by assigning specific profiles to your Asset types, which are built according to a specific scheme. The inventory numbers are created automatically via the [[settings>>doc:65.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome\|\|anchor="#Inventarnummer"]] (//Settings //> //Asset Management// > //Inventory number//). You can either add this assignment directly when creating an Asset type or when editing an existing type.
1.1	248
4.1	249	Number profiles always consist of a number of digits defined by you, as well as a prefix and/or suffix. The advantage is that you can create an individual number profile for each asset type created, for example to be able to filter for specific inventory numbers in Queries or to be able to directly recognise which Asset types are involved when printing Assets (see the following graphic of a QR code).
1.1	250
	251	{{figure}}
	252	(% style="text-align:center" %)
	253	[[image:66_Asset Management_Druck von Assets_155.png]]
	254
	255	{{figureCaption}}
4.1	256	QR Code of a Display Asset
1.1	257	{{/figureCaption}}
	258	{{/figure}}
	259
4.1	260	You can only manage the number profiles in Asset Management. To do this, navigate to the //Asset// //Management// > //Hardware// //Assets// module and select the Number profiles button in the ribbon bar. All available profiles are displayed in a new window, which you can dock in the console. You will find the usual action fields in the toolbar: You can add new number profiles ([[image:Nummernprofil zuweisen Icon.png\|\|height="22" width="24"]]), edit existing ones ([[image:image-20231027125902-25.png\|\|height="22" width="24"]]) or delete them ([[image:Nummernprofil löschen Icon.png\|\|height="22" width="24"]]). Update the content as usual the button [[image:image-20231027125902-27.png\|\|height="22" width="22"]] to display direct changes.
1.1	261
	262	{{figure}}
	263	(% style="text-align:center" %)
	264	[[image:65_Asset Management_Nummernprofile_723.png]]
	265
	266	{{figureCaption}}
4.1	267	Overview of number profiles
1.1	268	{{/figureCaption}}
	269	{{/figure}}
	270
4.1	271	== Add number profiles ==
1.1	272
4.1	273	Click //Add //([[image:image-20231027130142-28.png\|\|height="22" width="24"]]) in the number profiles toolbar. A wizard opens asking you to enter general information about the number profile. Type a name for the new profile. Then specify the number range start and end. This is the number to which you want to count. You can use the number of digits to specify the minimum number of digits the inventory number should contain. If the number of digits to be assigned to the new asset is less than the number of digits you set, the number will be padded with leading zeros. Enter a number prefix and/or suffix. These two entries help you to identify Asset types, for example (e.g. number prefix "PC-"). You will see a preview of the settings in the lower fields (e.g. "PC-0000042"). Finish your work by clicking //Finish//..
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	275	{{figure}}
	276	(% style="text-align:center" %)
	277	[[image:65_Asset Management_Nummernprofil hinzufügen_729.png]]
	278
	279	{{figureCaption}}
4.1	280	Add a number profile
1.1	281	{{/figureCaption}}
	282	{{/figure}}
	283
4.1	284	== Editing or deleting number profiles ==
1.1	285
4.1	286	To edit an existing number profile, select the desired number profile and click //Edit// // //([[image:image-20231027130239-29.png\|\|height="22" width="24"]]) in the toolbar. A wizard will open where you can make changes to the numbering profile. Again, you can adjust all the fields you previously set using //Add number profile//. You can also use the //Reset// button to reset the last inventory number generated. Confirm the security prompt and click //Yes//.
1.1	287
	288	{{aagon.infobox}}
4.1	289	Please note that resetting the number profile will not overwrite existing inventory numbers.
1.1	290	{{/aagon.infobox}}
	291
4.1	292	Once you have edited and corrected all the details, click //Finish// to return to the overview of number profiles.
	293	To delete a number profile, select the entry and click //Delete// ([[image:image-20231027130323-30.png\|\|height="22" width="24"]]) and confirm the security question with //Yes//.
1.1	294
	295	{{aagon.infobox}}
4.1	296	After deletion, the existing automatically generated asset inventory numbers are retained.
1.1	297	{{/aagon.infobox}}
	298
4.1	299	= Asset Rental system =
1.1	300
4.1	301	The Asset Rental system is divided into two areas: Loan and Return. You can access this function from the Asset Management ribbon bar or by right-clicking on an open Asset. If you want to lend or return Assets or even entire Asset Collections while you are working, navigate back to Asset Management.
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4.1	303	\|(% style="width:156px" %)Function\|(% style="width:1207px" %)Description
	304	\|(% style="width:156px" %)Lend Assets\|(% style="width:1207px" %)Select the required number from the list of Assets and tick the checkbox(es). Then click on //Rent Assets// in the ribbon bar. A wizard will open asking you to enter a contact. Select the required contact from the drop down list. Enter the rental date. The current day is always displayed as an option, but you can change the display for both past and future days. You can also optionally enter an estimated return date. Once you have entered all your details, click //Finish//.{{aagon.infobox}}Please note that an estimated return date is only valid if it is after the hire date. Earlier dates will be considered invalid.{{/aagon.infobox}}(((
	305	The rental status is saved under the tab of the same name for the respective Asset.
1.1	306	)))
4.1	307	\|(% style="width:156px" %)Return Assets\|(% style="width:1207px" %)To return an Asset, select and highlight the Asset, then click //Return Assets//. This will bring up another wizard for you to enter the return date. Exit the return process by clicking //Finish//.
	308	The return will be recorded and documented in the Rental tab.