ITAM Documentation

What are you looking for?

Get Started User Guide Administrator Guide

Quickly access the documentation you need to get started, manage the product, or explore its capabilities.

Explore Infraon ITAM

Explore the major capabilities and documentation areas available in Infraon ITAM.

Asset Management

Track hardware and non-hardware assets across their lifecycle.

Asset Discovery

Discover devices and endpoints, and keep inventory records current.

CMDB

Model configuration items, categories, and their relationships.

Software Assets

Track installed software across the estate.

Software Licenses

Manage license entitlements, allocation, and compliance.

Contracts & Vendors

Manage contracts, renewals, and vendor records.

Consumables

Track consumable stock, allocation, and consumption.

Reporting & Analytics

Analyze inventory, utilization, cost, and compliance data.

Developer resources

Integrate Infraon ITAM with applications and workflows using the available APIs and integration resources.

Explore API Documentation

Need help?

Can't find what you're looking for? Explore the documentation or contact the Infraon support team for assistance.

Explore Documentation Contact Support

The Infraon Admin Guide is explicitly designed for administrators responsible for configuring, managing, and maintaining the Infraon platform. This guide focuses on modules and functionalities exclusive to the Management Admin role, such as system configuration, user management, and platform settings.

Why do I see only a few modules here?

This guide includes only those modules and features that are exclusive to Management Admin users, such as:

• Platform Configuration

• User & Role Management

• System Settings

The remaining modules are shared between both users and admins. To avoid duplication and provide a clear, role-based experience, these shared modules are documented under the section.

If you’re an Admin looking for detailed documentation on all other modules:

• Navigate to the for technician-level modules and operational features.

• Use the left-side navigation menu to explore topics by module.

• Use the search bar at the top of the page to quickly find specific content.

Administrators can customize employees' web addresses (URLs) to access the Infraon Infinity portal. This functionality provides greater flexibility and branding opportunities.

For instance, instead of using a generic URL provided by Infraon, administrators can create a custom URL that reflects your organization's name.

This customization enhances brand recognition and potentially improves user experience by making the helpdesk URL more easily recognizable to employees.

User(s) can self-register on Infraon when they receive an invitation from the administrator(s). Click on the link, add details, and Voila! You are all set.

Please contact your administrator or manager if you cannot view any Infraon modules/pages.

When you first log in, Infraon offers options to customize your theme.

Once the initial customization is saved, you can use Infraon. Your default landing page looks like the below:

There are three default sections across all Infraon modules/pages.

Let's see these in detail:

Top Panel

The top panel has the below options to view:

Left Menu Panel

The left menu panel can be expanded to view menu labels.

Notification Icon

A notification icon, visible across all Infraon modules, displays your number of new alerts. Clicking this icon reveals a panel containing both informational updates and task-related notifications.

In the section, you can view messages from this panel, approve or reject requests, and check product updates. The panel includes alerts and information about recent changes or additions to the product.

Alerts

The Alerts tab displays notifications generated by the system for events that require user attention or provide updates on system activities. Alerts help users stay informed about approvals, asset activities, SLA events, workflow updates, and other configured notifications.

Once Software Metering rules are configured and data is collected from agents, the Software Metering Summary page provides an aggregated view of application usage across devices. This view helps analyze how frequently applications are used, for how long, and across how many endpoints.

For each rule, the summary grid displays:

Click the View icon to drill down into device-level usage details for the selected application.

This view displays:

Click on the Usage Count value to open a detailed usage view for the selected asset.

This section provides:

• Graphical Representation

  • View usage trends using a Bar Chart or a Line Chart

  • Displays day-wise usage distribution

  • Tooltip shows date and usage duration (hours/minutes)

Additional capabilities:

• Switch between chart types for better visualization

• Export the chart as an image for reporting and analysis

The Mobile Device sub-module allows you to manage and monitor mobile assets, including Android and iOS devices.

Devices are automatically discovered when the mobile agent is installed and configured with the organization key. Once registered, the device is added as an asset and categorized based on its operating system.

The module provides visibility into device details, hardware information, installed applications, and location data (if enabled). It helps track mobile assets and ensures that device information is kept up to date through periodic agent synchronization.

Mobile device management is enabled through the mobile agent installed on the device.

• Install the mobile agent on the device.

SBOM provides a consolidated view of applications, software components, assets, and vulnerability information, enabling users to review software composition and assess associated risks.

Top Panel Details

After completing the registration process, log in using the default credentials provided or opt for a Google account login.

For more details on login options, refer to the Login Settings.

Once logged in, you will be directed to the screen below.

The' Getting Started' page lets you easily configure essential settings for new accounts. There are seven key steps in this process:

Customize the portal URL to allow your employees easy access to Infraon. Although it's recommended to stick to the default URL, you can modify it later if needed.

For more information on customizing the URL, refer to the module.

Configure a dedicated support email address to ensure all incoming communications are automatically converted into tickets. This address will also be used for all customer-related responses. You can set up a new email on Infraon's domain or link your existing mail server.

For step-by-step instructions, visit the module.

The general settings module is a part of Infraon Configuration and is accessible by administrators and other users authorized by administrators.

This module of Infraon consists of three additional modules. They are:

• Audits:  Infraon monitors and records every user's actions. Only the administrator can access these audits.

• Business Hours:  Configure business hours to control SLAs and better efficient work allocation.

Geomap allows for visualization of the location of all the assets by associating a geographic area with GPS coordinates. It enables you to visualize the location of the assets and also provides information about their working condition.

Geomap makes managing assets, identifying opportunities, and providing quick service easy. If the technician's location matches the asset location, assigning the technician becomes straightforward, resulting in a quick resolution. Prompt service, in turn, enhances the customer experience.

This section will guide you through the initial setup and configuration of Infraon Platform, helping you get up and running with the platform's key features. Follow these steps to customize your Infraon experience and manage your product effectively.

A Software Bill of Materials (SBOM) provides an inventory of software applications, components, and dependencies identified across assets. It helps users understand what software is installed, which components are associated with each application, and the vulnerabilities identified in those components. The SBOM data is presented at the organization level in the SBOM module.

How does SBOM work?

SBOM data is collected from scanned assets and used to identify applications and their associated software components and vulnerabilities. For example, if an asset has 7-Zip installed, the SBOM inventory can show the application, its version and vendor, the components or dependencies associated with it, and the vulnerabilities identified for those components. Users can then select the application to view its detailed information.

What do you see on the screen?

When you open the SBOM module, the SBOM Inventory page is displayed. The page contains summary cards at the top, followed by the inventory table. The left navigation also provides access to Inventory and Vulnerabilities.

SBOM Inventory | Basic Details

The inventory table provides application, asset, component, vulnerability, and scan information, allowing users to identify the software installed across scanned assets.

Column Details | Action Icons

When View is selected, the SBOM Inventory Detail sidebar opens on the right and provides detailed information about the selected application, its host, scan details, and associated vulnerabilities.

When View Components is selected for an application, the Components page opens and displays the software components and dependencies associated with the selected application. Users can switch between All and Application views and choose either Grid View or Graph View to examine the component information.

Component Details

The component details provide information about the component, its source, licensing, dependencies, and other SBOM metadata.

When devices are discovered using Infraon (inventory agent), the software installed in them is listed under the asset module as Software.

Download, view, and manage software entries, also blacklist/whitelist and uninstall software.

The discovered software is categorized based on the manufacturer. You have the option to blacklist or whitelist a specific software.

Check the Blacklist and Whitelist and Software License Management module for details.

The Infraon Platform is the central hub for configuring and managing various aspects of your Infraon Infinity environment. It provides a user-friendly interface for accessing and managing sub-modules that cater to different administrative tasks.

Let's see each one in detail:

Dashboards are visual representations of critical data within Infraon. They provide concise yet detailed insights into monitoring and performance metrics. Users can customize dashboards by adding relevant metrics and reports tailored to their specific needs. Dashboards can also be exported as PDFs for reporting and analysis.

Before customizing dashboards, it is essential to understand the concept of Widgets, as these form the building blocks of every dashboard.

What You See on the Screen

Click the arrow key in the left navigation panel to expand and access multiple pre-configured dashboards. You can also hover over dashboards to reveal action icons.

Action Icons | Dashboards

Infraon provides three pre-configured dashboards during platform onboarding. These serve as ready-to-use examples to help users understand dashboard functionality and layout.

Each dashboard contains dynamic widgets that auto-refresh based on the selected refresh interval. Widgets are clickable, allowing users to drill down and view complete details of the underlying data. Additionally, users can download the displayed data in CSV format for further analysis for specific widgets.

It enables organizations to manage asset lifecycles effectively, track expenses, and plan budgets proactively. The Asset Summary Dashboard delivers a comprehensive overview of IT and fixed assets, including purchase trends, financial summaries, vendor information, and asset distribution by value and location.

DB Sync allows users to monitor the synchronization status of the SBOM vulnerability database. It provides information about database updates, the latest synchronization time, database status, schema version, and the update source.

How does DB Sync work?

The SBOM vulnerability database is periodically synchronized to keep the vulnerability information up to date. The DB Sync page maintains a history of database updates and displays the current database status.

Use case: For example, if the vulnerability database is successfully synchronized, users can open DB Sync to verify when the database was last updated, check its current status, and view information such as the schema version and database build date. If the database becomes stale, the page indicates the stale status so that users can identify that the vulnerability data may require an update. The documented stale condition is when the database is more than 30 days old.

What do you see on the screen?

When you select DB Sync from the SBOM navigation, the DB Sync page/sidebar displays the database synchronization status and update history. It provides summary information at the top followed by details of previous database updates.

DB Sync Details

The DB Sync details provide information about the database version, build information, update status, and the source that triggered the synchronization.

The CI Rule Configuration empowers administrators to automate how Configuration Items (CIs) are discovered, categorized, and managed in your environment. Admins can select and configure specific rules based on different criteria to streamline CI management.

Department Rule

This rule automates department assignments for your Configuration Items (CIs). With this rule enabled, whenever a department is linked to an asset within the system (mapping can be enabled or disabled), a CI relation is automatically created. This eliminates manual assignment, ensuring accurate and up-to-date departmental ownership of CIs throughout your IT infrastructure.

Location Rule

The Location Rule automated location assignment for your Configuration Items (CIs). Similar to the Department rule, admins can enable or disable location mapping on assets. When enabled, this rule automatically creates a CI relation whenever a physical location is linked to an asset. This eliminates manual effort, guarantees CIs are accurately assigned to their corresponding locations within your IT infrastructure, and improves organization and location-based reporting.

Requester Rule

The Requester Rule automates by enabling or disabling requester mapping on assets. Admins can configure this rule to automatically create CI relations whenever a service is linked to a specific user. This eliminates manual assignment and ensures CIs are associated with the appropriate requester, providing valuable insights into departmental or user-based IT asset usage.

Software Rule

The Software Rule simplifies CI management by automating the creation of CI relations for discovered software. Admins can turn software mapping on or off on assets within the system. With this rule active, a CI relation is automatically created whenever software is identified or manually linked to an asset. This eliminates manual effort and ensures accurate tracking of software assets associated with specific hardware, improving overall visibility into your IT infrastructure.

The User Rule automates CI relations based on designated technicians or managing users within your ITSM system. By enabling or disabling "manage by/technician" mapping on assets, you can configure this rule to create CI relations automatically. Whenever a specific user is assigned as the technician or manager for an asset, this rule triggers the creation of a CI relation. This eliminates manual assignment, ensuring CIs are linked to the appropriate technicians, which can be crucial for service accountability and troubleshooting workflows.

User Management is part of Infraon Configuration and is accessible by administrators and authorized users. It involves managing users and defining their role and access level across modules of Infraon.

Infraon's User Management module consists of six additional modules.

They are:

Users: Invite new users or edit/delete existing users.

Roles & Privileges: Create new roles or edit/delete existing roles and define privileges for roles.

Requesters: Create special accounts for end-users to view their requests.

Teams: Create teams of users with similar skills to assign tasks to easily enable collaboration and mutual support.

Department: Create departments, assign team members, and align them with managers.

Password Policy: Create a password policy to enhance security and meet compliance standards.

My Leave: View and apply for leave of absence from work.

Leaves: View Holiday List and leave categories as per organizational policy.

Let's see each of these in detail. 

The Business Unit Management module allows administrators to create and maintain Business Units that are used within the budget. A Business Unit represents an organizational entity that can later be referenced during budget planning, budget allocation, and reporting.

How does it work?

Administrators can create Business Units by providing the required organizational information. Once created, the Business Units become available for selection when creating Business Unit Budgets and in other budgeting workflows. The module also allows administrators to view, edit, and delete existing Business Units.

What do you see on the screen?

Administrators can view the list of Business Units created in the system.

When creating a Business Unit, the administrator provides the following information:

It moves important IT equipment or valuable assets across different organizational locations. A gate pass becomes the essential tool for streamlined and secure movement. It is an authorization document granting permission for specific assets to leave and enter designated areas. This ensures transparent and accountable transfer, whether the asset is shipped between offices or fixed assets are handed over within a department.

Gate passes usually have a barcode or a QR code for convenience and security. This allows quick and easy checkpoint scanning, further enhancing control and record-keeping.

It typically includes information like:

• Date and time of issuance: To track authorized movement within a specific timeframe.

• Description of goods: Details about the items being moved, like quantity, type, and serial numbers.

• Recipient and origin: Identifying who receives the goods and where the asset came from.

• Admin’s signature: Authorizing the movement by designated personnel.

Follow the below steps to construct the gate pass of the respective asset for the IMACD process:

• Clicking on the IMACD process ID.

• Navigate to the ‘Add Template’ section on the right panel of the page in the Gate Pass section.

• Enter the below details:

Gate Pass| Fields

• Select the type of scanning required, either barcode or QR code.

• Once all the details are entered correctly, click on the Save option.

There are multiple types of assets in an organization. The first step of asset management is the categorization of assets. Broader categorization enables better management. The default categorization of assets within Infraon is as follows:

Asset Type -> Asset Category -> Asset Sub-Category -> Asset

The process of managing an asset depends on its type. Based on asset type, Infraon assets have been split into four modules.

IT Assets are physical assets or devices used in an organization's business activities that fall under the responsibility of IT staff. For example, computers, servers, routers, scanners, fax machines, printers, modems, hubs, and IoT (Internet of Things) devices.

Fixed Assets are any physical objects or vehicles you consider 'assets' to your organization. It can be easily converted into cash—for example, vehicles, machinery, equipment, etc.

Consumables are assets that organizations use. They must be replaced regularly because they wear out or are used up—for example, mouse devices, external keyboards, computer cables, printer toners, etc.

Software Assets are any functional software in an organization that requires service level agreement to ensure compliance with software licenses. For example, software assets may be internal or external, on-premises, or in the cloud.

Within these asset Types, assets are further classified into:

Categories – Categories are also referred to as 'parent' categories. A category is the first division of assets within the selected asset type. For example, within IT assets, there can be categories like laptops, desktops, etc.

Sub-Categories - Sub-categories are also referred to as child categories. The sub-category is the next level of asset division within the category. For example, if the categories are laptop or desktop, sub-categories within IT assets can be Dell, Lenovo, Apple, etc. Assets or asset items can be added here.

Refer to the and sections for details and instructions.

• Expand the left menu panel.

• Click on Assets

• Select the respective asset type.

• Click on the respective asset category or asset to view more details.

Data without perspective can be useless. To maximize the use of data, Infraon provides attractive and easily customizable reports that ensure data monitoring is appropriate for everyone within the organization.

Infraon reports provide a detailed analysis of the performance and fault-related data collected. Reports include:

• Trending, pattern, and summary analysis to analyze past behavior.

• Perform trend analysis and pattern analysis with historical data to help predict future behavior.

Infraon's default reports are highly configurable and flexible. Collecting, summarizing, and pruning historical data makes long-term data easily manageable. The combination of real-time and historical reporting aids in identifying trends, predicting system behaviour, and making well-informed management decisions to drive future expansions.

Infraon's timescale and data fields in the report filter the asset details at a granular level using the columns, timescale orders, and order by. Improvising asset report functionality, providing enhanced data analysis and filtering capabilities.

Infraon supports exporting reports and pre-configured auto-reports in PDF/Excel/CSV formats. Advanced real-time and historical reporting capabilities can be customized according to user preferences to help them view essential data.

Easily establish connections between assets and their respective locations or departments. Navigate to the asset, click 'relationship,' and choose 'upstream' or 'downstream.' Explore an intuitive dropdown menu with location and department options, which makes asset management more precise and streamlined.

Update CI relation and asset when user, requester, department, asset, or location is modified, and CI relation created based on the rule

Introducing CI Rule Configuration in CMDB! Customize rules for departments, locations, requesters, software, and users. Required rules are automatically added. Enable/disable CI visibility based on relationships and configurations for a tailored experience.

Add New Audit

Use this option to create a new IT Asset Audit record for performing physical and/or logical verification of assets.

To add a new audit:

• Navigate to IT Asset → IT Asset Audit Record.

• From the top panel, select Add New Audit.

• Configure the audit using the fields described below.

Add Audit | Audit Details

Click Next to proceed to asset mapping.

This step associates assets with an audit record. In this step, users select the IT or Fixed Assets that must undergo verification as part of the audit. Multiple assets can be linked to a single audit to ensure comprehensive coverage.

Assets are added through a dedicated selection window, where users can search, filter, and select the required assets. Once linked, these assets become part of the audit scope and are evaluated using the assigned audit checklist.

To add the asset, select Add to proceed.

Link Asset | Add Audit

Now select the assets to link them to the Audit records.

Links the selected assets to the audit record, adds them to the audit scope, and then moves the workflow to the Audit Checklist stage.

Here, users can select the required to configure the checklist that will be used for audit execution. The selected template defines the verification fields and checkpoints that auditors must complete for the mapped assets.

Once the configuration is complete, click Save to finalize and create the audit record in the system.

Once an audit record is created and assigned, the designated auditor can perform the audit for the mapped assets. The audit process allows auditors to verify asset location and condition using the configured checklist and record audit results for each asset.

From the IT Asset Audit Record list page, auditors can initiate the audit directly from the Action column.

• Navigate to IT Asset → IT Asset Audit Record.

• In the Action column, select Audit for the required audit record.

• The audit workspace displays the mapped assets and the associated audit checklist.

• Auditors can Export asset and checklist data in XLSX format, if required.

• Select an asset and click Asset Audit to begin auditing the selected asset.

The Audit details page has three tabs:

The Audit Details screen is used to perform the actual audit for an asset. It captures location verification, condition checks, audit status, and checklist responses based on the selected template.

Audit Details | IT Asset Audit Record

After completing all required fields and checklist entries, click Submit Audit to save the audit results for the selected asset.

This action records the audit outcome and updates the audit progress for the overall audit record.

The Attachments section allows auditors to upload and manage supporting evidence related to the audit. This helps validate audit findings and maintain verifiable records for compliance and future reference.

Auditors can upload files such as asset photos, barcode/QR code images, condition evidence, or audit documents directly from this section.

Add Attachments

To add an attachment:

• Navigate to Audit Details.

• Open the Attachments section.

• Click Add to upload files.

• Select the appropriate category and provide an optional description.

Attachments | Fields Description

Uploaded attachments are displayed within the Attachments section and remain linked to the audited asset for reference.

The Recent Activities section displays a chronological log of all actions performed on the audit record. It captures key events, including audit creation, asset mapping, status updates, attachment uploads, and audit completion.

This section provides clear visibility into who performed each action and when, ensuring traceability and accountability throughout the audit lifecycle.

Once all assigned assets have been audited and the required details are recorded, the auditor can select Mark as Completed to finalize the audit. This action confirms that the audit activities are complete and updates the audit status accordingly.

A Knowledge Base (KB) is a repository of information about products, services, related topics, etc., intended for self-service. KB makes it easy for users to search for solutions instead of contacting the help desk or experts for repeated/common problems. It is recommended to include articles/guides about all products and services within the organization to enable contactless, round-the-clock self-service.

Infraon's Knowledge Base module enables users to author their articles, curate articles/guides from internal or external sources, and use, share, and manage knowledge across organizations and end-users.

Why Knowledge Base?

Studies conducted by Forrester and Ciboodle state that:

• 70% of customers prefer to use a company's website to get answers to their questions rather than use phone or email.

• An efficient knowledge base can enable customers to manage 85% of their relationship with an enterprise without interacting with humans, allowing organizations to save.

• Organizations saw a 50% increase in Customer Satisfaction ratings through social Customer Support (Public Knowledge Base).

An adequate Knowledge Base empowers the end user to quickly find the necessary answers and information without having to go through the hassle of waiting to get hold of an agent on call or waiting for their incident to get assigned to a Techie.

Having said that, to get all the advantages of a Knowledge Base, it is essential to present such complicated and detailed information in a user-friendly format, which Infraon's Knowledge Base offers. Infraon's KB is designed to add quick problem-solving tips, troubleshooting guides, answers to frequently asked questions, sharing best practices through Articles, known errors, and so on in a user-friendly manner.

A study by Coleman Parkes for Amdocs states that 91%of customers would be glad to use the available online database only if it is tailored to their needs. As easy as it may seem to build a knowledge base, it is a constant 'Work in Progress.' Follow the below steps to build an effective KB.

This page provides an asset-centric view of patch status. Once patches are discovered and deployed, administrators can view all patches related to a specific asset directly from the asset details page.

This section represents the Asset-to-Patches relationship, allowing users to see which patches are installed or missing on an individual asset without leaving the asset context.

What You See on the Screen

The Patch Management tab within an asset displays a list of patches associated with the selected asset, categorized by installation status.

• Installed – Patches that are already applied to the asset

• Missing – Patches that are detected but not yet installed

to view detailed patch information or manage patches across multiple assets.

Allows users to select multiple missing patches for an asset and install them in a single action, reducing manual effort.

Topology View

Topology refers to how various nodes, devices, and connections on your network are physically or logically arranged in relation to each other. Topology View displays the complete topology of all the connected devices in the network. The connections are configured to change colours automatically based on the faults or thresholds.

Node:

Clicking on the node shows the inventory details about the selected node.

Node Devices:

• SDH MUX

• Routers

• SDH EMS Firewall

• PDH MUX

On the right click of the node, it shows the Device View, Active Events, and Services.

Below are the details which can be viewed:

• Host Name

• IP Address

• Make

• Model

The colours on the Node indicate the status of the device, which depends on the severity of the operation.

Blue -> Grey -> Green -> Yellow -> Orange -> Red -> Dark Red

(Green for Up, Red for Down, and Grey for Disabled devices).

Clicking on the edge shows the connection details and the current performance parameters between the connected nodes, depending on the type.

Below are the details which can be viewed:

• Description

• Source IP

• Source Device

• Source Port

The Infraon Configuration module consists of all types of configurations required for the efficient functioning of modules. While there are multiple levels of configurations, few of these configurations are mandatory.

General Settings: Configure business hours, create tags for grouping assets, users, etc., and review the complete audit log.

User Management: Invite requesters and users, assign roles, group them as teams or departments, and view their leave information.

Service Management: Configure technical and service catalogues to offer services and products seamlessly through the self-service portal.

Notifications: Configure and track notifications sent through Infraon.

Infraon Automation: Configure workflows within Infraon to define a flow of process modules like Incident, Request, Etc.

Bots: Install agents to enable discovery and monitoring.

Organization: View and add organization and branch locations.

IT Operations: Add device credentials to initiate the discovery of devices.

Vendor configuration: Customize the multiple tasks in the vendor configuration module, access various details about the vendors, display them in the address book, easily edit or delete them and utilize them on the software license page for efficient management.

Infraon Platform: Check and edit account configuration settings.

A few additional configurations are needed to enable device monitoring. Follow the instructions in the links below to enable protocols as required.

Upgrade Option for Credential-less Organizations! Users can access the management portal to select services. Selected services, with 193 options, are enabled post-payment.

Enabling SNMP is vital to initiating the monitoring of the routers and switches. Follow the steps below to enable SNMP on Cisco routers and switches.

• Connect to the router/switch via telnet.

  • prompt#telnet testrouter

• Now, enter the password to enable mode.

  • Router>enable

Basic Details | Home Page

Once a Purchase Order (PO) is created, users with the necessary privileges can manage and process it further. The PO record opens in a pop-up window containing four tabs that provide different views and actions related to the PO.

PO Details

Summary

Displays all information entered during PO creation, including:

• Basic Details – Order name, vendor, department, currency, delivery date, etc.

• Item & Cost Details – Item name, category, quantity, pricing, discount, tax, and total cost breakdown.

Asset Received

This view shows a detailed summary of assets associated with the PO. It helps track order progress, including the number of items ordered, received, and pending.

Users can classify and organize files for clarity and compliance when uploading attachments to a Purchase Order.

The Shipment Creation feature allows users to create and manage shipments against an approved Purchase Order (PO). Users can create full or partial shipments based on the available quantities in the Purchase Order.

A shipment records the delivery information, shipment items, addresses, contact details, and attachments. Once the shipment is created, the received and available quantities in the Purchase Order are updated accordingly.

The Shipment section is available from the Purchase Order view page. The Add Shipment option is available only when the Purchase Order is Approved and has quantities remaining to be received.

Shipping | Shipment Items

After creation, users can view the shipment and update its status, such as Ready for Dispatch or Dispatched. Once the shipment is delivered, users can use Receive Asset to record the received items.

The received assets are linked to the shipment and added to the IT Asset page. Shipment information is also available from the associated Vendor page.

Shipment | Status Details

The Activity Log provides a detailed history of all actions and updates related to a Purchase Order (PO). It captures every modification authorized users make, including updates to terms and conditions, vendor details, billing/shipping addresses, currency, department, payment terms, and expected delivery dates.

Each log entry is time-stamped and tagged with the user who acted, making monitoring and auditing PO activities easy. The log is organized chronologically, with the most recent changes displayed at the top for quick reference.

The State / Status indicator reflects the current Purchase Order (PO) stage within its lifecycle. It helps users quickly identify whether a PO is still being drafted or is awaiting approval.

PO Workflow | Basic Details

Infraon Infinity supports Purchase Order approval through both the application UI and email-based approval actions. Once the Purchase Order reaches the configured approval stage, authorized approvers can review and approve or reject it according to the configured workflow.

Authorized approvers can directly approve or reject a Purchase Order from the Purchase Order Edit page.

To approve a Purchase Order from the Edit page:

• Navigate to Purchase Order.

• Open the required Purchase Order that is in Waiting for Approval status.

• Click Edit to open the Purchase Order Edit page.

• Move to the Terms and Conditions step in the stepper.

• Click Approve.

• In the approval window:

  • Enter comments in the Comment section.

  • Add or select a signature if signature approval is enabled in the workflow.

• Click:

After the approval action is completed:

• The Purchase Order status is updated automatically.

• Approval or rejection comments are recorded in the recent activity/history section.

• For multi-level approvals, the next approver in the workflow can continue the approval process.

Infraon Infinity also allows approvers to approve or reject Purchase Orders directly from email approval actions.

When a Purchase Order is submitted for approval, approval emails are automatically sent to the approvers configured in the workflow.

To approve a Purchase Order through email:

• Open the approval email received for the Purchase Order.

• Click Take Action from the email notification.

• Review the Purchase Order details in the approval page.

• Enter comments if required.

The Software License module helps track and manage software licenses across the organization. It allows administrators to record license details, monitor allocation and usage, and maintain compliance by mapping licenses to software, publishers, and vendors.

How does it work

These are added manually or imported using CSV and mapped to the relevant software and publisher. The system tracks purchased and allocated permits in real time and supports scheduled usage checks to monitor thresholds. Licenses can be searched, filtered, edited, or updated in bulk to maintain accurate and compliant license records.

What you see on the screen

The page displays all available licenses in a centralized list. From the left panel, users can view licenses grouped by publisher categories, making it easier to navigate and manage licenses across different software vendors.

Software License | Basic Details

The Actions button in the top panel provides options to manage software licenses in bulk.

This option allows administrators to configure scheduled notifications when software license usage exceeds a defined threshold.

Schedule Usage Alerts | Basic Details

Once configured, the system automatically monitors license usage based on the defined schedule and sends notifications to the selected recipients whenever the usage threshold is exceeded.

This option allows administrators to update existing software licenses in bulk using a CSV file.

Using Bulk Edit, users can modify license attributes, including license count, cost, validity dates, compliance details, notification settings, and allocation information, for licenses already in the system.

Refer to for detailed steps on file preparation, column mapping, and validation rules.

The page displays assets that have been archived from the active IT Assets and Fixed Assets pages. You can archive assets when they are no longer required for active asset management, such as when an asset is retired, disposed of, or becomes inactive. Archiving removes the asset from active asset views while retaining its asset information for future reference and management.

What You See on the Screen

The Archived Assets page provides separate tabs for IT Assets and Fixed Assets. Each tab displays only the archived assets of the selected asset type.

Archived Assets | Basic Details

The RDP in the Infraon platform enables administrators and technicians to securely access and manage user systems remotely. It provides flexibility to either request access with user consent or perform unattended sessions for critical operations such as patching, troubleshooting, or configuration changes.

With RDP, IT teams can:

• Connect to user devices in real time for support or maintenance.

• Schedule access sessions for specific time slots with predefined durations.

The CMDB part of ITSM is incorporated as Assets within Infraon. Infraon Assets allows administrators/asset managers to view and manage all organizational assets, i.e., all IT and non-IT assets, in one place.

Any device with an IP is known as an IT Asset or Node. It can be a Server, Router, Storage Device, Transport Device, Wireless controller, Access point, etc.; as part of an Asset, Infraon collects and maintains the complete inventory details for an asset.

Infraon collects basic yet important inventory information for each device, server, hypervisor, and application. The inventory information includes:

• IP Address

• Hostname

The Rebrand Infraon module within the Infraon Portal allows administrators to customize the platform's appearance to align with the organization's branding. This fosters a more cohesive user experience and strengthens brand recognition.

Here's how it works:

Logo Upload

Upload your organization's logo to display it within the Infraon Infinity platform prominently. The recommended size (170x96 px) and supported file formats (jpeg, png) are provided to ensure optimal display.

Color Theme Selection

Admins can choose from pre-defined color themes (Fixed or Spaced Out) and light, dark, or semi-dark variations to match your organization's branding preferences.

Granular Color Control

Administrators can define specific colors for elements like the logo container, navbar, and user interface text for even greater customization. This allows for a highly tailored look and feel.

Language Selection

Admins can select the preferred language (English or Hindi) for the entire platform interface, ensuring user comfort and efficient interaction with the ITSM system.

Once the changes are satisfactory, click “Save” to proceed.

The Template Configuration module allows administrators to manage and customize predefined email templates used across the Infraon Infinity platform. These templates are used for asset allocation, deallocation, hardware and software change notifications, reassignment notifications, and SLA escalation alerts.

Administrators can edit the available templates to modify email content, field mappings, privacy policy text, and notification details based on organizational requirements. The module also supports enabling a comment field in allocation and deallocation templates for end-user acknowledgment workflows.

Available Templates | Basic Details

The Allocation and Deallocation templates include a Privacy Policy option that allows administrators to include organization-specific privacy or compliance information in notification emails.

When the Privacy Policy toggle is enabled:

• The configured privacy policy content is displayed in allocation or deallocation emails.

• End users can review the privacy terms before acknowledging the request.

• Organizations can include terms, disclaimers, usage policies, or compliance-related information.

The Allocation and Deallocation templates also support the Enable Comment Field option.

When enabled:

• End users must provide comments while accepting or rejecting allocation and deallocation requests.

• The entered comments are captured in allocation reports and activity logs.

• This helps administrators track acknowledgment details and user responses more effectively.

Assets are referred to as Items in Infraon. Before adding an asset, the category and subcategory must be defined.

Navigate to the respective Asset page (IT, fixed, consumables, etc.). If no categories/subcategories are pre-defined, these can be added when adding the asset (item).

There are three ways to add assets:

1. Single Asset - You can add a single asset from the drop-down menu in the top right corner

2. Import from CSV - If you have the asset CSV file, you can import it from the drop-down menu in the top right corner.

The SSP (Self-Service Portal) Configuration module, exclusive to Infraon Management Admins, empowers admins to customize their end-users (SSP) experience.

Use the toggle buttons for each module to determine which options appear as menu items on the SSP portal's top panel.

This allows admins to tailor end-user functionality to your organization's needs.

From this central location, admins can control the visibility (by enabling the toggle buttons) of various modules within the SSP (located at the top panel).

The following section breaks down the details:

The Home section allows Infraon Management Admins to customize the appearance and content of the Self-Service Portal (SSP) Home page. Administrators can configure the Home page layout, customize the banner, and control which shortcuts and Quick Access sections are displayed to end users.

To configure the Home page:

Auto Deduplication identifies and consolidates duplicate asset records created through multiple discovery sources, manual entry, imports, or integrations. It helps maintain a single trusted asset record (Golden Record) while preserving historical data and audit traceability.

Navigate to IT Asset/Fixed Asset → Action List →Deduplication to open the Duplicate Cluster page. The system groups potential duplicate asset records into clusters based on duplicate signals and similarity. Users can review the clusters, select the appropriate surviving record, resolve field conflicts, preview the impact, and then merge, split, mark the cluster as not duplicate, or leave it for later.

Asset Deduplication provides capabilities to:

• Identify potential duplicate asset records.

Active users are currently logged in and actively engaging with activities. They represent the real-time presence of people currently using the system, indicating their availability for interaction or collaboration.

From this page:

• You can see a list of users who are currently online.

Infraon ITAM User Manual

Information in this document is subject to change without prior notice. Companies, names, and data used in examples herein are fictitious and for illustration purposes only unless otherwise stated. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the express permission of Infraon Corp.

About this Document

This document aims to outline the features of Infraon products and give detailed information on how to customize & use all the modules available within Infraon products. This document contains sensitive information. Access to this document or the content within should be provided only to authorized users of Infraon products software on a need-to-know basis.

Any unauthorized use or sharing of information in this document will be considered a breach of respective confidentiality/copyright and shall be treated accordingly.