Changes for page Assets organisieren

Last modified by Sabrina V. on 2025/05/05 09:43
From version 2.1
edited by Sabrina V.
on 2024/10/23 06:44
Change comment: There is no comment for this version
To version 1.1
edited by jklein
on 2024/08/13 08:28
Change comment: Imported from XAR

Summary

Details

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1 -XWiki.SV
1 +XWiki.jklein
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1 +{{figureCaption}}
2 +Standardfelder konfigurieren
3 +{{/figureCaption}}
4 +
1 1  {{aagon.priorisierung}}
2 2  20
3 3  {{/aagon.priorisierung}}
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15 15  {{/aagon.infobox}}
16 16  
17 17  {{figure}}
18 -[[image:65_Asset Management_Assettypen Übersicht_749.png||data-xwiki-image-style-alignment="center"]]
22 +(% style="text-align:center" %)
23 +[[image:65_Asset Management_Assettypen Übersicht_749.png]]
19 19  
20 20  {{figureCaption}}
21 21  Asset Type
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26 26  
27 27  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.
28 28  
29 -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:67.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.
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.
30 30  
31 31  {{figure}}
32 -[[image:65_Asset Management_Assettyp hinzufügen_703.png||data-xwiki-image-style-alignment="center"]]
37 +(% style="text-align:center" %)
38 +[[image:65_Asset Management_Assettyp hinzufügen_703.png]]
33 33  
34 34  {{figureCaption}}
35 35  Add Asset types (General information)
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39 39  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.
40 40  
41 41  {{figure}}
42 -[[image:65_Asset Management_Assettyp hinzufügen Standardfelder_703.png||data-xwiki-image-style-alignment="center"]]
48 +(% style="text-align:center" %)
49 +[[image:65_Asset Management_Assettyp hinzufügen Standardfelder_703.png]]
43 43  
44 44  {{figureCaption}}
45 45  Configure basic fields
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49 49  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.
50 50  
51 51  {{figure}}
52 -[[image:65_Asset Management_Assettyp hinzufügen Benutzerdefinierte Felder_940.png||data-xwiki-image-style-alignment="center"]]
59 +(% style="text-align:center" %)
60 +[[image:65_Asset Management_Assettyp hinzufügen Benutzerdefinierte Felder_940.png]]
53 53  
54 54  {{figureCaption}}
55 55  Custom fields
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59 59  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 >//.
60 60  
61 61  {{figure}}
62 -[[image:65_Asset Management_Assettyp hinzufügen Icon_685.png||data-xwiki-image-style-alignment="center"]]
70 +(% style="text-align:center" %)
71 +[[image:65_Asset Management_Assettyp hinzufügen Icon_685.png]]
63 63  
64 64  {{figureCaption}}
65 65  Zuweisung eines Icon
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66 66  {{/figureCaption}}
67 67  {{/figure}}
68 68  
69 -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.67.ACMP-Solutions.System.Benutzerverwaltung.WebHome]] (//System// > //User Management//).
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//).
70 70  
71 71  {{figure}}
72 -[[image:65_Asset Management_Assettyp hinzufügen Sichtbarkeitseinstellungen_685.png||data-xwiki-image-style-alignment="center"]]
81 +(% style="text-align:center" %)
82 +[[image:65_Asset Management_Assettyp hinzufügen Sichtbarkeitseinstellungen_685.png]]
73 73  
74 74  {{figureCaption}}
75 75  Configure visibility settings for an Asset Type
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97 97  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.
98 98  
99 99  {{figure}}
100 -[[image:65_Asset Management_Mitgelieferte Assettypen_631.png||data-xwiki-image-style-alignment="center"]]
110 +(% style="text-align:center" %)
111 +[[image:65_Asset Management_Mitgelieferte Assettypen_631.png]]
101 101  
102 102  {{figureCaption}}
103 103  Included Asset Types
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135 135  * Port IP addresses (memo)
136 136  * Port MAC addresses (memo)
137 137  )))
138 -|(% 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.67.ACMP-Solutions.Asset Management.Assets verwalten.WebHome||anchor="HAddinganAssetType"]].|(((
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"]].|(((
139 139  * IP address (IPv4)
140 140  )))
141 141  
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152 152  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
153 153  
154 154  {{figure}}
155 -[[image:65_Asset Management_Übersicht Asset Collections_1082.png||data-xwiki-image-style-alignment="center"]]
166 +(% style="text-align:center" %)
167 +[[image:65_Asset Management_Übersicht Asset Collections_1082.png]]
156 156  
157 157  {{figureCaption}}
158 158  Overview of the Asset Collections
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164 164  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 >//.
165 165  
166 166  {{figure}}
167 -[[image:66_Asset Management_Neue Asset Collection hinzufügen.png||data-xwiki-image-style-alignment="center"]]
179 +(% style="text-align:center" %)
180 +[[image:66_Asset Management_Neue Asset Collection hinzufügen.png]]
168 168  
169 169  {{figureCaption}}
170 170  Add new Asset Collections (General Information)
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186 186  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 >//.
187 187  
188 188  {{figure}}
189 -[[image:66_Asset Management_Assets ener Collection verknüpfen.png||data-xwiki-image-style-alignment="center"]]
202 +(% style="text-align:center" %)
203 +[[image:66_Asset Management_Assets ener Collection verknüpfen.png]]
190 190  
191 191  {{figureCaption}}
192 192  Link Assets of a Collections
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196 196  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//.
197 197  
198 198  {{figure}}
199 -[[image:66_Asset Management_Gemeinsame Eigenschaften für die Asset Collection festlegen.png||data-xwiki-image-style-alignment="center"]]
213 +(% style="text-align:center" %)
214 +[[image:66_Asset Management_Gemeinsame Eigenschaften für die Asset Collection festlegen.png]]
200 200  
201 201  {{figureCaption}}
202 202  Define common properties for the Asset Collections
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229 229  
230 230  = Number profiles =
231 231  
232 -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:67.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome||anchor="HInventarnummer"]] (//Settings //> //Asset Management// > //Inventory number//). You can either add this assignment directly when creating an Asset type or when editing an existing type.
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.
233 233  
234 234  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).
235 235  
236 236  {{figure}}
237 -[[image:66_Asset Management_Druck von Assets_155.png||data-xwiki-image-style-alignment="center"]]
252 +(% style="text-align:center" %)
253 +[[image:66_Asset Management_Druck von Assets_155.png]]
238 238  
239 239  {{figureCaption}}
240 240  QR Code of a Display Asset
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244 244  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.
245 245  
246 246  {{figure}}
247 -[[image:65_Asset Management_Nummernprofile_723.png||data-xwiki-image-style-alignment="center"]]
263 +(% style="text-align:center" %)
264 +[[image:65_Asset Management_Nummernprofile_723.png]]
248 248  
249 249  {{figureCaption}}
250 250  Overview of number profiles
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256 256  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//..
257 257  
258 258  {{figure}}
259 -[[image:65_Asset Management_Nummernprofil hinzufügen_729.png||data-xwiki-image-style-alignment="center"]]
276 +(% style="text-align:center" %)
277 +[[image:65_Asset Management_Nummernprofil hinzufügen_729.png]]
260 260  
261 261  {{figureCaption}}
262 262  Add a number profile
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