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Asset Categories/Sub-Categories
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Defining the asset category and sub-category is the first step in adding the asset. Categories can also be called Parent categories. It is recommended that an asset category be added before an asset. The process of adding a category and a sub-category is the same.
Hovering the mouse over the category:
Label
Action
(+)
To add a sub-category.
Edit
Click to make changes to the category.
Delete
Click to delete the category.
Before adding an asset category/sub-category
The ‘Add Category’ field tab is where you can define or configure asset properties. Asset properties may include basic details like make, model, size, dimensions, etc., and critical information like EOL, EOS, end of support, etc. Some properties are mandatory for all asset categories.
The properties within Infraon are categorized into sections. Some sections are optional, whereas some are mandatory. The optional sections are available for selection based on the type or category of assets.
The sections are listed below the title ‘Available Section’. Once selected, they are added to the ‘Selected Section’ part and are available for defining permissions and field-level customizations. Please note that selecting fields makes them mandatory for the selected asset category. Field selection is also possible for mandatory sections.
In addition, Infraon allows you to create custom fields and select unique identifiers.
Few asset properties are mandatory across all asset categories. The mandatory properties and the fields are as follows:
Label
Fields
Common Properties
Status, Criticality, Service Status, Operational Status, Business Function, Description, Installation Date, Usage Type, State Change, Reason, Retire Reason, Vendor, Uninstall Date
Procurement Properties
Warranty In Year & Month, Warranty Expiry Date, Expiry Date, Purchase Vendor, AMC Vendor, AMC Cost, AMC Expiry Date, Lease End Date, Disposal Date, Reason, End Of Life, End Of Sale, End Of Support, End Of Extended Support, Last Renewal Cost, Next Support Renewal Cost, Effective Date, Effective Cost, Estimated Cost, Book Value, Tax Credit,
Cost Properties
Invoice No., Part No., Cost, Purchase Date, Depreciation Type, Salvage Value, Currency
Location Properties
Location Hierarchy, Country, State, City, Pin Code, Landmark, Flat House No Building Company, Area Colony Street Sector Village, Zone, Region, Division, Location Code, Latitude, Longitude
Assignment
Department, Managed By Tag, Managed By, Used By
Software Properties
Publisher, Version, Software Type, Software Category, Platform, Size, Note
The asset properties below are optional and available for selection.
Label
Examples
Hardware Properties
Serial Number, Hostname, Alias, Make, Model, UUID, Manufacturer, Domain, IP Address, Series, Tag No, QR Code, Barcode
OS Properties
OS Name, OS Version, OS Service Pack, OS Install Date, OS Installed By, Build Number, Product ID, Product Key, Virtual Memory
CPU Properties
CPU speed, Logical Processors, CPU Stepping, CPU Cores Count
BIOS Properties
Manufacturer, BIOS Version, Install Date
Disk Properties
Drive Name, Drive Type, Drive Capacity, Drive Filetype, Drive Serial Number
Monitor Properties
Monitor Type, Refresh Rate, Monitor Serial Number, Resolution
Keyboard Properties
Keyboard Type, Keyboard Serial Number
Mouse Properties
Mouse Serial Number, Number of Buttons
Additional customizations are enabled within the 'Selected Sections.' You can define role-based view and edit permissions. These can be defined at the property level as well as the field level. You can enable or disable a specific field and make it mandatory using the relevant action icons.
Unique fields are unique identifiers for assets. Use the unique field drop-down to select as per requirement.
In addition to the default asset property fields, Infraon allows you to add custom fields. Check the ‘Add Custom Field’ section below for more information.
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Select Assets -> Asset Type (IT Asset or Fixed Asset, etc.) from the left menu panel to view the asset grid page. The category panel is displayed on the left, and the assets are listed in a card view on the right.
Click on the + icon in the category panel.
The 'Add asset category' window appears.
Choose whether you are adding the category or the sub-category using the option button.
There are two tabs to add a category/sub-category.
Basic Details | Fields
Label
Action
Description/Example
Category Name
Add the asset category name.
Define the asset category name you want to categorize for asset management. For example, the IT asset defines the category as laptop, desktop, etc.
Associate Item Types
Use the dropdown menu to associate asset items to this category.
For example, items like routers and firewalls can be categorized under 'Network'.
Other Details | Fields
Label
Action
Description
Mark as CI
Select the toggle button to mark it as CI
CIs (Configuration Items) enable better tracking, management, and understanding of the asset's relationships and dependencies with other CIs.
Notify End Users on Asset Allocation (End Users can Accept/Deny assets)
Select the toggle button to enable the functionality
Enabling the toggle button will trigger a notification for the end user to accept/deny the allocation of the asset.
Send bulk allocation email / Send bulk deallocation email
Select the toggle button and correspondingly add the trigger notification timer.
Unified notification system for handling large-scale allocations/ deallocations across various asset categories.
The allocation/ deallocation email process begins when an asset is assigned to a user for the first time. A single email containing all allocated asset information from that specific period will be sent to the De-allocation or vice versa.
Notify End Users on Asset De-allocation
Select the toggle button to enable the functionality
Enabling the toggle button will trigger a notification for the end user to accept/deny the deallocation of the asset.
Notify Owner on Warranty and AMC expiry
Select the toggle button and correspondingly add the trigger notification timer.
Turn on the toggle and set the alert date. This will automatically notify asset owners when their warranties and AMCs are about to expire.
Notify owner on discovery of blacklisted Application
Select the toggle button to enable the functionality
The owner of the IT asset will be notified via email upon discovery of a blacklisted application.
Notify Owner on Hardware Changes
Select the toggle button to enable the functionality
Enable email alerts to keep IT asset owners informed of any hardware modifications.
After this step, click ‘Next’ to define fields for the selected asset category.
To add a sub-category within the selected category, proceed as below:
Sub-Category
Click on the sub-category.
Select this option to define an asset sub-category. A sub-category can be defined for an existing category too.
Parent Category
Select the parent category name using the drop-down menu.
Define the parent category of your asset sub-category.
Click 'Next' to define 'Fields' for the sub-category.
Basic Details | Fields
The mandatory sections are added by default. There are multiple levels of customization available here.
Level 1: From the list of mandatory fields, select fields to make them mandatory.
Level 2: Scroll down to select additional sections to add them to the selected section.
Level 3: Select fields from the additional sections to make them mandatory.
Level 4: Define role-based privileges, enable/disable fields or make them mandatory.
Level 5: Create a custom field to suit your specific needs.
Level 6: Select fields from the list of unique identifiers to add them.
Once the customization is complete, click ‘Submit’ to save. The ‘Add Item’ section provides details and instructions on adding an asset.