Wiki source code of Assets organisieren

Last modified by Jannis Klein on 2024/08/13 08:19
Show last authors
1 {{figureCaption}}
2 Standardfelder konfigurieren
3 {{/figureCaption}}
4
5 {{aagon.priorisierung}}
6 20
7 {{/aagon.priorisierung}}
8
9 {{aagon.floatingbox/}}
10
11 = Organising Assets into Types =
12
13 To help you organise your assets, you can divide them into different asset types. These types can be structured hierarchically as required.
14
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.
16
17 {{aagon.infobox}}
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.
19 {{/aagon.infobox}}
20
21 {{figure}}
22 (% style="text-align:center" %)
23 [[image:65_Asset Management_Assettypen Übersicht_749.png]]
24
25 {{figureCaption}}
26 Asset Type
27 {{/figureCaption}}
28 {{/figure}}
29
30 = Adding an Asset Type =
31
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.
33
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.
35
36 {{figure}}
37 (% style="text-align:center" %)
38 [[image:65_Asset Management_Assettyp hinzufügen_703.png]]
39
40 {{figureCaption}}
41 Add Asset types (General information)
42 {{/figureCaption}}
43 {{/figure}}
44
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.
46
47 {{figure}}
48 (% style="text-align:center" %)
49 [[image:65_Asset Management_Assettyp hinzufügen Standardfelder_703.png]]
50
51 {{figureCaption}}
52 Configure basic fields
53 {{/figureCaption}}
54 {{/figure}}
55
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.
57
58 {{figure}}
59 (% style="text-align:center" %)
60 [[image:65_Asset Management_Assettyp hinzufügen Benutzerdefinierte Felder_940.png]]
61
62 {{figureCaption}}
63 Custom fields
64 {{/figureCaption}}
65 {{/figure}}
66
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 >//.
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
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//).
79
80 {{figure}}
81 (% style="text-align:center" %)
82 [[image:65_Asset Management_Assettyp hinzufügen Sichtbarkeitseinstellungen_685.png]]
83
84 {{figureCaption}}
85 Configure visibility settings for an Asset Type
86 {{/figureCaption}}
87 {{/figure}}
88
89 Exit the wizard by clicking on //Finish//. The newly added Asset type now appears in the list.
90
91 = **Editing or Deleting Asset Types** =
92
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.
94
95 {{aagon.infobox}}
96 If you only want to save the Asset Type in a different output directory, simply drag and drop it into the other directory.
97 {{/aagon.infobox}}
98
99 To delete an Asset Type, select the desired entry and click on //Delete Asset //[[image:image-20231027122612-7.png]]//.//
100
101 {{aagon.warnungsbox}}
102 Please note that all Asset Types listed under the Asset Type will also be deleted. A deletion cannot be undone.
103 {{/aagon.warnungsbox}}
104
105 == Included Asset Types ==
106
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.
108
109 {{figure}}
110 (% style="text-align:center" %)
111 [[image:65_Asset Management_Mitgelieferte Assettypen_631.png]]
112
113 {{figureCaption}}
114 Included Asset Types
115 {{/figureCaption}}
116 {{/figure}}
117
118 {{aagon.infobox}}
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.
120 {{/aagon.infobox}}
121
122
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)
129 )))
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)
136 )))
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)
142 )))
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)
148 )))
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)
151 )))
152
153 = Asset Collections =
154
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).
156
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.
158
159 {{aagon.infobox}}
160 At least one folder must be created in order to organise the Asset Collections
161 {{/aagon.infobox}}
162
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
164
165 {{figure}}
166 (% style="text-align:center" %)
167 [[image:65_Asset Management_Übersicht Asset Collections_1082.png]]
168
169 {{figureCaption}}
170 Overview of the Asset Collections
171 {{/figureCaption}}
172 {{/figure}}
173
174 == Adding Collections ==
175
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 >//.
177
178 {{figure}}
179 (% style="text-align:center" %)
180 [[image:66_Asset Management_Neue Asset Collection hinzufügen.png]]
181
182 {{figureCaption}}
183 Add new Asset Collections (General Information)
184 {{/figureCaption}}
185 {{/figure}}
186
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.
188
189 {{aagon.infobox}}
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.
191 {{/aagon.infobox}}
192
193 Confirm each entry with //OK//.
194
195 {{aagon.warnungsbox}}
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
197 {{/aagon.warnungsbox}}
198
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 >//.
200
201 {{figure}}
202 (% style="text-align:center" %)
203 [[image:66_Asset Management_Assets ener Collection verknüpfen.png]]
204
205 {{figureCaption}}
206 Link Assets of a Collections
207 {{/figureCaption}}
208 {{/figure}}
209
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//.
211
212 {{figure}}
213 (% style="text-align:center" %)
214 [[image:66_Asset Management_Gemeinsame Eigenschaften für die Asset Collection festlegen.png]]
215
216 {{figureCaption}}
217 Define common properties for the Asset Collections
218 {{/figureCaption}}
219 {{/figure}}
220
221 Exit the wizard by clicking on //Finish//. The new Collection is added to the list.
222
223 == Edit or delete Collections ==
224
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//.
226
227 {{aagon.infobox}}
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.
229 {{/aagon.infobox}}
230
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.
232
233 == Managing Folders ==
234
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//.
236
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.
238
239 {{aagon.infobox}}
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.
241 {{/aagon.infobox}}
242
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.
244
245 = Number profiles =
246
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.
248
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).
250
251 {{figure}}
252 (% style="text-align:center" %)
253 [[image:66_Asset Management_Druck von Assets_155.png]]
254
255 {{figureCaption}}
256 QR Code of a Display Asset
257 {{/figureCaption}}
258 {{/figure}}
259
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.
261
262 {{figure}}
263 (% style="text-align:center" %)
264 [[image:65_Asset Management_Nummernprofile_723.png]]
265
266 {{figureCaption}}
267 Overview of number profiles
268 {{/figureCaption}}
269 {{/figure}}
270
271 == Add number profiles ==
272
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//..
274
275 {{figure}}
276 (% style="text-align:center" %)
277 [[image:65_Asset Management_Nummernprofil hinzufügen_729.png]]
278
279 {{figureCaption}}
280 Add a number profile
281 {{/figureCaption}}
282 {{/figure}}
283
284 == Editing or deleting number profiles ==
285
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//.
287
288 {{aagon.infobox}}
289 Please note that resetting the number profile will not overwrite existing inventory numbers.
290 {{/aagon.infobox}}
291
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//.
294
295 {{aagon.infobox}}
296 After deletion, the existing automatically generated asset inventory numbers are retained.
297 {{/aagon.infobox}}
298
299 = Asset Rental system =
300
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.
302
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.
306 )))
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.
© Aagon GmbH 2025
Besuchen Sie unsere neue Aagon-Community