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Dell KACE K1000 Systems Management Appliance 

Version 6.0
Asset Management Guide
January 2014

© 2004-2014 Dell Inc. All rights reserved.
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strictly forbidden. Dell and the DELL logo are trademarks of Dell Inc. Other trademarks and trade names
may be used in this document to refer to either the entities claiming the marks and names or their
products. Dell Inc. disclaims any proprietary interest in trademarks and trade names other than its own.
This product is protected by U.S. Patent # 7,814,190; 7,818,427; 7,890,615; 8,103,751; 8,301,737; and
8,381,231. For more information, go to http://software.dell.com/legal/patents.aspx.

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Dell KACE K1000 Systems Management Appliance Version 6.0, Asset Management Guide
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Contents
1 About managing assets

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About Asset Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
How asset information differs from inventory information . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deciding which assets to track . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
View assets and search for asset information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 Managing license and software assets

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About license and software asset management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About setting up license compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About setting up license compliance for Software Catalog applications . . . . . . . . . . . . 10
About setting up license compliance for Software tab applications . . . . . . . . . . . . . . . 10
Setting up license compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Customize the license asset type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Create license assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Setting up software assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Customize the software asset type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Create software assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Create software assets in the Inventory section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Create software assets in the Assets section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Importing license data in CSV or TXT files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
How records are imported. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Import license data using CSV files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Managing license compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Customize license usage warning thresholds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
View license compliance and configuration information . . . . . . . . . . . . . . . . . . . . . . . . 20

3 Using software metering

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About software metering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the Software Catalog and application metering . . . . . . . . . . . . . . . . . . . . . . . . .
About Classic Metering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About metering information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the scripts that collect metering information . . . . . . . . . . . . . . . . . . . . . . . . . . . .
How suites are metered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enabling and configuring metering for devices and applications. . . . . . . . . . . . . . . . . . . . .
Choosing the devices and applications to meter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enabling metering on devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enable metering on devices using manual labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enable metering on devices using Smart Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enable metering for Software Catalog applications . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configure options for metering Software Catalog applications . . . . . . . . . . . . . . . . . . .
Viewing Software Catalog metering information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
View metering information on the Software Catalog Detail page . . . . . . . . . . . . . . . . .
View metering information on the device detail page . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabling metering for Software Catalog applications and managed devices. . . . . . . . . . .
Disable metering for Software Catalog applications . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabling metering for devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Dell KACE K1000 Systems Management Appliance Version 6.0, Asset Management Guide
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Disable metering for devices using manual labels . . . . . . . . . . . . . . . . . . . . . . . . . 34
Disable metering for devices using Smart Labels . . . . . . . . . . . . . . . . . . . . . . . . . 34

4 Managing physical and logical assets

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Managing physical assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Create physical asset types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Managing logical assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5 Adding and customizing asset types and maintaining asset
information

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About asset types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Customizing asset types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About renaming fields and changing field types in asset types. . . . . . . . . . . . . . . . . . .
About adding and deleting asset fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add or customize asset types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About customizing the device asset type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Add custom fields to the device asset type . . . . . . . . . . . . . . . . . . . . . . . . . .
Establishing relationships between asset fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Add fields to the location asset type . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add parent relationships to location assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Delete asset types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Maintaining and using asset information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating an asset administrator role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule regular imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Use asset data in reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Dell KACE K1000 Systems Management Appliance Version 6.0, Asset Management Guide
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and so on. as well as other physical assets. such as office furniture.com 5 . Asset Management Guide Send feedback to techpubs@kace. Logical assets are normally used as the basis for reporting. and other items you want to manage. vendors. • Track logical assets. cost centers. Asset types are templates for creating assets. Cost Center. See About setting up license compliance on page 9. See Create license assets on page 12. Track logical assets. Track purchase orders (POs) by entering each PO as an asset and linking it to the items purchased. See Customizing asset types on page 39. Track physical assets. software licenses. and phones. • Manage software license compliance. such as device hardware and software. network devices. Assets are based on asset types. usage. • Track data. By creating assets and asset types.1 About managing assets This section provides an overview of Asset Management on the Dell KACE K1000 Systems Management Appliance. Default asset types include: Device. • Track physical assets. logical assets answer questions such as “how many devices does Dell KACE K1000 Systems Management Appliance Version 6. such as geographic locations. See Deciding which assets to track on page 7. Asset types contain the fields and other information that define assets. Application. See Managing physical assets on page 35. and distributed. You can track the use of these items as well as the status of their warranties. Or. and end of life. and Vendor. Track software and other items from procurement to deployment. you can: • Manage items throughout their lifecycle. track peripherals such as printers. as well as the number of copies of applications installed on devices. Department. departments. Track the licenses you own. You can create custom asset types as needed. Location.0. received. Topics in this section: • About Asset Management on page 5 • How asset information differs from inventory information on page 6 • Deciding which assets to track on page 7 • View assets and search for asset information on page 7 About Asset Management Assets are the entities that contain information about the devices. License. For example.

location. however. project. department. startup programs.0. Asset history is stored on the appliance and displayed in the Administrator Console. and other criteria. logical assets. it remains with the asset until the asset is deleted. the number of installations or seats is updated when managed devices report data to the appliance. The Software Catalog provides additional information about applications that are categorized as Discovered or Not Discovered. For license assets. • Create and track relationships between assets. See the K1000 Administrator Guide. Asset Management Guide Send feedback to techpubs@kace. and the relationships between them. See Establishing relationships between asset fields on page 45.com . The type of information managed Asset information includes details about devices. How asset information differs from inventory information The differences between asset information and inventory information are described in the following table: 6 Item Asset Component Inventory Component Where information appears In the Assets section. Inventory information is automatically generated and overwritten each time managed devices report data to the appliance. Create peer-to-peer and parentchild relationships between assets. and services on managed devices. because device assets are updated whenever managed devices report inventory. How the information is managed Asset information is static and changes only when you import data or change it manually. Device assets are exceptions to this rule. physical assets. Inventory information includes details about devices and the software. processes.About managing assets 1 this department have?” and “when do the licenses we bought from a software vendor expire?” See Managing logical assets on page 37. In the Inventory section. Dell KACE K1000 Systems Management Appliance Version 6. licenses. software. These relationships enable you to track assets by PO (purchase order).

Under the Software Catalog tab. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. 2 Click Assets. For example. b Click the Advanced Search tab above the list on the right. • You can import spreadsheet data directly into the Asset Management component. View assets and search for asset information You can view assets an search for asset information as needed. select All Items. Or. Asset Management Guide Send feedback to techpubs@kace.com 7 . Deciding which assets to track Consider starting with the equipment and purchasing information that you currently maintain in spreadsheets: • If this data is important enough to track now. or Vendor. including Device. Dell KACE K1000 Systems Management Appliance Version 6. that match the criteria are displayed. consider making it an asset.0. Under the Software tab. specify the following criteria: Vendor | contains | Smith d Click Search. c Specify the search criteria. select an organization in the drop-down list in the top-right corner of the page next to the login information. The Advanced Search panel appears. license information is displayed if license assets are associated with applications. License.1 About managing assets Item Asset Component Inventory Component How licenses are tracked The Asset Management component enables you to manage software license compliance as well as physical and logical assets. The Assets page appears. see Importing license data in CSV or TXT files on page 17. Assets of any type. For instructions. if the fast switching option is enabled. but it does not show the number of licenses. 3 To search across all asset types: a In the View By drop-down list. to search for all assets whose Vendor is Smith. Software. inventory information includes the number of software assets.

8 Dell KACE K1000 Systems Management Appliance Version 6. Custom views are userspecific. Asset Management Guide Send feedback to techpubs@kace. select the License asset type in the View By drop-down list. c Specify the search criteria. then specify the following criteria: Expiration Date | is within next | 2 months d Click Search. Users can access their own custom views but they cannot access custom views created by other users. 5 To create a custom view that uses the specified search criteria. click the Custom View tab above the list on the right. The Advanced Search panel appears.com . For example. then save the view. select Asset Type > <Asset Type>.0. to search for license assets that are scheduled to expire within the next two months.About managing assets 1 4 To search a single asset type: a In the View By drop-down list. License assets whose expiration date is within the next two months are displayed. b Click the Advanced Search tab above the list on the right. The custom view appears in the View By drop-down list.

Asset Management Guide Send feedback to techpubs@kace.com 9 . Topics in this section: • About license and software asset management on page 9 • About setting up license compliance on page 9 • Setting up license compliance on page 11 • Setting up software assets on page 15 • Importing license data in CSV or TXT files on page 17 • Managing license compliance on page 19 About license and software asset management License and software asset management enables you to: • Manage license compliance. and threshold levels. and other criteria. as well as the number of copies of applications installed on managed devices. • Create and track relationships between assets.2 Managing license and software assets This section describes how to manage license and software assets using the Dell KACE K1000 Systems Management Appliance. department. License assets indicate the number of licenses Dell KACE K1000 Systems Management Appliance Version 6. project. location. Track the licenses you own. See Create license assets on page 12 and Create software assets on page 15. Track purchase orders (POs) by entering each PO as an asset and linking it.0. Create peer-to-peer and parentchild relationships among assets. See Establishing relationships between asset fields on page 45. See About setting up license compliance on page 9. About setting up license compliance The K1000 appliance enables you to monitor license compliance using license assets. inventory information. • Track data. This enables you to track assets by purchase order (PO).

perform some or all of the following tasks: • (Optional) Customize the software asset type. License assets can be associated either with Software tab applications or Software Catalog applications. Asset Management Guide Send feedback to techpubs@kace. You do not need to create assets for applications listed on the Software Catalog page. 10 • Create license assets and associate them with applications under the Software tab. See Create software assets on page 15. See Customize the license asset type on page 11.com . you first need to create assets for those applications. See Customize license usage warning thresholds on page 19. • Create license assets and associate them with applications in the Software Catalog.Managing license and software assets 2 that have been purchased and added to the K1000 appliance. About setting up license compliance for Software Catalog applications To set up license compliance for applications on the Software Catalog page. Threshold levels specify the percentage of license usage that is considered to be at warning or critical levels. See Customize the software asset type on page 15. • Set the threshold levels for license compliance. • Set the threshold levels for license compliance.0. See Customize license usage warning thresholds on page 19. perform some or all of the following tasks: • (Optional) Customize the license asset type. About setting up license compliance for Software tab applications To set up license compliance for applications on the Software page. See Create license assets on page 12. See Create license assets on page 12. • (Optional) Customize the license asset type. Dell KACE K1000 Systems Management Appliance Version 6. • Create software assets and associate them with applications listed under the Software tab. To create license assets for applications on the Software page. License assets cannot be associated with both types of applications at the same time. See Customize the license asset type on page 11.

If the Organization component is enabled on your appliance. You can add licenses for applications listed on the Software page and the Software Catalog page. Or. click License. 3 In the Name column. and all of its values. such as License Mode as Dell KACE K1000 Systems Management Appliance Version 6. is used in the License Compliance widget. The default for this type of asset is License. The Asset Types page appears. 6 Do one of the following: • In the License Mode Field drop-down list. Asset Management Guide Send feedback to techpubs@kace. this drop-down list contains a single field. you can view and track software license usage in the Administrator Console. If you select a field. This makes all of the values in the License Mode Field available for License Compliance. By default. If you have more than one single-select or multiple-select field on the Asset Fields list. and delete the license asset type as needed.com 11 . The Asset Type Detail page appears.0. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. the first field that appears on the list. you can set up the license asset type for each organization separately. Customize the license asset type You can add. Information from the selected License Mode field appears on the Dashboard License Compliance widget. 2 Click Assets > Asset Types. See View license compliance and configuration information on page 20.Managing license and software assets 2 Setting up license compliance If you set up license assets for software. select an organization in the drop-down list in the top-right corner of the page next to the login information. such as License Mode. 5 (Optional) In the For License Compliance Reporting section. change. and provide license information for those assets. but you can add fields as needed. 4 In the Name field. keep the default as Select Field. to be used for License Compliance. if the fast switching option is enabled. select a field. The license asset type determines the settings that are available when users add license assets. select the fields to use for License Compliance. type the name of the asset type. • In the License Mode Field drop-down list.

7 (Optional) To modify the License Mode field or values on the Asset Fields table: a Click the Edit button at the end of a row: . By default License Mode is the only single. they appear in this list as well. Add field information. the purchase order number. Create license assets You can create license assets to track your licensed software. you want to ignore in the License Compliance chart. e To remove a field. is used in the License Compliance widget. b Change the field information as needed. . drag the Reorder button: . 12 Dell KACE K1000 Systems Management Appliance Version 6. you can choose the values. if any. allowed by the license. only the selected field is used for License Compliance.Managing license and software assets 2 shown in the following illustration. or seats.or multiple-select fields on the Asset Fields table. and any other information you want to manage in the license asset. In addition.or multiple-select field available. so it is the only field listed.com . click the Add button in the table heading: then click Save at the end of the row. you first need to create assets for those applications.0. you should have information such as the number of installations. however. Values that are ignored are listed at usage of 100 percent and displayed in gray. You do not need to create assets for applications listed on the Software Catalog page. click Delete button: 8 . Click Save at the bottom of the page. and they appear on the Asset Detail page when you add a license asset. when you select a field. Before you create license assets. only the selected field. c To add a field. To create license assets for applications on the Software page. or the first field on the Asset Fields list. the product key. However. d To change the order of fields. Asset Management Guide Send feedback to techpubs@kace. If you add single. then click Save at the end of the row.

License Mode The mode of the license asset. click Add new license. This is the name that you use to find the asset. then click the name of an application. For example. Applies to Cataloged Software Applications in the Software Catalog to which the license applies. click New > License. Then in the Choose Action menu on the Assets page. 3 Provide the following information: Option Description Name The name of the license. If you plan to have multiple licenses associated with an application consider including a purchase order number or purchase date.com 13 . a license cannot be associated with applications on both the Software Catalog page and Software page at the same time. See Customize the license asset type on page 11. on the Software Catalog Detail page. Or. select an organization in the drop-down list in the top-right corner of the page next to the login information. The mode is used in the License Compliance chart that is displayed on the Dashboard of the Administrator Console. • Click Inventory > Software Catalog.Managing license and software assets 2 If the Organization component is enabled on your appliance. 50. You can associate licenses with multiple applications in the Software Catalog.0. Values that are marked as ignored on the Asset Detail page are shown with a usage level of 100 percent. 2 Do one of the following: • Click Assets. Then. Asset Management Guide Send feedback to techpubs@kace. you can create license assets for each organization separately. if the fast switching option is enabled. See: • Customize the license asset type on page 11 • View license compliance and configuration information on page 20 License Count The number of installations or seats the license allows. Dell KACE K1000 Systems Management Appliance Version 6. However. such as Office Professional PO #1234. You can customize license asset types to meet your needs. The License Asset Detail page appears. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin.

Unapproved Software Installation.0. To search for a vendor. to which the license applies. For example. Unit Cost. Purchase Date The date the license was obtained. You can associate licenses with multiple applications on the Software page.Managing license and software assets 2 Option Description Applies to Software Applications. This information is used in license compliance reporting. 4 Click Save. For example. but are not on the list of approved devices. then select a date on the calendar. Notes Any additional information you want to provide. Approved for Device The devices that are approved to use the license. begin typing in the list. you need to create a software asset as described in Create software assets on page 15. Product Key. see the K1000 Administrator Guide. the devices are listed in the report titled. See Customize the license asset type on page 11. However. if devices have the application installed. the number in the Installed column changes when 14 Dell KACE K1000 Systems Management Appliance Version 6. If this field is blank. Click in the field.com . on the Software page. You can modify the License Asset Type to include as many additional fields as necessary to meet your business objectives. The Vendor drop-down list is empty unless you have added a vendor asset. However. For more information about reports. License Text Information about the license such as the expiration date or license number. Asset Management Guide Send feedback to techpubs@kace. Vendor The name of the vendor asset you want to associate with the application. The new asset appears on the Assets page. However. the appliance does not prevent applications from being installed on managed devices if a license is expired or otherwise out of compliance. a license cannot be associated with applications on the Software Catalog page and the Software page at the same time. the K1000 appliance does not enforce license compliance. The License Count number does not change until you update the asset. which can be captured for a license Asset type. Purchase Order Number The purchase order number associated with the license. Custom Fields Additional information. and Expiration Date Additional information about the license. You can modify and edit the default information.

Click Save at the bottom of the page. if the fast switching option is enabled. Or. Create software assets To set up license compliance for applications that appear on the Software page. 2 Click Assets > Asset Types. Dell KACE K1000 Systems Management Appliance Version 6. b Change the field information as needed. then click Save at the end of the row. Customize the software asset type You can add. you can set up the software asset type for each organization separately. d To change the order of fields. click the Reorder button at the end of the row: e To remove a field. . you can associate it with a license asset. and delete the fields of a software asset type as needed. 3 In the Name column. This enables you to track the number of licenses that have been purchased and installed. The Asset Types page appears. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. Add field information.2 Managing license and software assets managed devices that have the software installed check in to the appliance. select an organization in the drop-down list in the top-right corner of the page next to the login information. . and create assets for software as needed. c To add a field. Asset Management Guide Send feedback to techpubs@kace. click the Delete button: 5 . Setting up software assets You can customize the software asset type. click Software. 4 (Optional) To modify fields or values on the Asset Fields table: a Click the Edit button at the end of a row: .0. Software assets are not required to set up license compliance for applications on the Software Catalog page. you first need to add software assets for those applications. click the Add button in the table heading: then click Save at the end of the row.com 15 . After you create a software asset. The Asset Type Detail page appears. If the Organization component is enabled on your appliance. change. You can create assets for applications that have been added to the appliance automatically or manually.

Or.com . select New > Software. select the name of the application to associate with the asset.Managing license and software assets 2 If the Organization component is enabled on your appliance. if the fast switching option is enabled. begin typing in the field. 16 Dell KACE K1000 Systems Management Appliance Version 6. To filter the labels list. enter a name for the asset. 2 Click Inventory > Software.0. The Software Asset Detail page appears. you can create software assets for each organization separately. The new asset appears on the Assets page. select Create Asset. 5 Click Save. The assets are created. select an organization in the drop-down list in the top-right corner of the page next to the login information. Create software assets in the Inventory section You can create software assets for one or more applications at once in the Inventory section. b (Optional) In the Software field. and they appear on the Assets page. select an organization in the drop-down list in the top-right corner of the page next to the login information. The list is empty unless you have created a Smart Label. Or. if the fast switching option is enabled. enter a few characters of the label name in the Filter field. c (Optional) In the Software Label field. Office Pro SW Asset. For example. To search for items. 4 In the Choose Action menu. The Software page appears. Create software assets in the Assets section You can create software assets one-at-a-time in the Assets section. select a label in the Select label drop-down list. The Assets page appears. 3 Select the check box next to one or more applications. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. Asset Management Guide Send feedback to techpubs@kace. 3 In the Choose Action menu. 4 Complete the asset fields as follows: a In the Name field. 2 Click Assets. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin.

com 17 . If the CSV or TXT file contains new assets for asset types that you have defined. do any columns contain commas within the data? 2 Define the basic fields for your assets. or a combination of fields. How records are imported Asset records are imported as follows: • Records are created if the Primary Key value does not match an existing value. Primary Keys are the fields.Managing license and software assets 2 Importing license data in CSV or TXT files If your license data is in a spreadsheet. then import it into the K1000. the appliance uses Primary Keys to determine whether to update an existing record or create a record. Otherwise. See Create software assets on page 15. Duplicate records are not imported. used as unique identifiers for assets being imported. or combinations of fields. • Do all columns have equivalent Types in Assets > Asset Import? For example. 4 Save the spreadsheet as a CSV file. you can use a text editor to create a CSV or TXT file that contains the data. Import license data using CSV files You can import software licensing data from CSV files. • Is the data clean? For example. you can import specific vendors that do not already exist in the Asset Management component. You can select one field. as the PK.0. Dell KACE K1000 Systems Management Appliance Version 6. columns without headers are referred to by their column number. but you must already have a Vendors Type. 3 Decide what field or fields to use for the primary key (PK) for the imported assets. • Records are updated if the Primary Key value matches an existing value. then import that file. you can export it to CSV (comma-separated value) format. Asset Management Guide Send feedback to techpubs@kace. When assets are imported. so using header rows can make it easier to identify data. the new assets are added. • Records are flagged as duplicates if multiple records for the Asset Type match the value of the CSV field chosen as the Primary Key OR if multiple records match the associated asset. Before you begin 1 Make sure that source data is ready to use: • Are equipment names useful? Do they help to identify the asset? • Do spreadsheets have column headers? In the Asset Management component.

f 18 For Purchase Date.1175. if the fast switching option is enabled.Purchase Date b Type the following body line below the header line: PO#1114. then click Next. 6 In the Asset Type drop-down list. The Upload File page appears. as the PK. Asset Management Guide Send feedback to techpubs@kace.csv suffix. 4 Click Browse or Choose File. 7 In the CSV Fields drop-down list. The Asset Type Selection page appears. select the fields that correspond to the appliance Asset Fields.1114. 3 Click Assets > Import Assets.2.3/25/2014 d Save the file with a .CDW. Otherwise. Dell KACE K1000 Systems Management Appliance Version 6. select Name. e For Purchase Order Number.Software. select PO #. select an organization in the drop-down list in the top-right corner of the page next to the login information.com . You can select one field.Managing license and software assets 2 Procedure 1 If your software license information is contained in a spreadsheet. type the following: Name.Vendor. The exact fields depend on the contents of your CSV file.Office Pro SW Asset.Seats. 2 Log in to the K1000 adminui: http://<K1000_hostname>/admin.0. Primary Keys are the fields. select Software. The Mapping page appears. When assets are imported.Office Pro SW Asset. used as unique identifiers for assets being imported. select Purchase Date. d For Vendor. c For Applies to Software. b For License Count. then select the CSV file. or a combination of fields. save it in CSV format and verify that it follows the header and body format in this section. For the example in this section. create a CSV file in Notepad or a similar text editor and edit it as follows: a In the header line. the appliance uses Primary Keys to determine whether to update an existing record or create a record. select Seats. select Vendor. and select the PK (primary key) check box next to the field. or combinations of fields. then click Next. 5 If the CSV file contains a header row. Or. select License.PO #.CDW. select the File Header Row check box.3/1/2014 c Type a second body line below the first body line: PO#1175.3. use the following values: a For Asset Name (Text).

You can customize license usage warning thresholds to track license compliance. you might want to know when 80 or 90 percent of those licenses are in use so that you can increase license capacity if necessary. 9 Click Import Data to complete the import process. you might want to know how many of those licenses are actually being used on managed devices. 10 Click Done to return to the Assets page. The default Critical Threshold is 100. The General Settings page appears. If the Organization component is enabled on your appliance.com 19 .0. The Confirmation page appears. enter new values. the number in use on devices that you manage. if the fast switching option is enabled. For example. 2 Click Settings. it is important to be aware of the number of software licenses that have been purchased. The Control Panel appears. you can customize license usage warning thresholds for each organization separately. See: • Create license assets on page 12 • View license compliance and configuration information on page 20 Dell KACE K1000 Systems Management Appliance Version 6. In addition. Or. license compliance information appears on the Dashboard page of the Administrator Console. select an organization in the drop-down list in the top-right corner of the page next to the login information. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. The default Warning Threshold is 90. If you have created license assets. and the number that are available. Managing license compliance For software license compliance. The Result for Asset Import page appears.Managing license and software assets 8 2 Click Preview to verify the data. 5 In the Warning Threshold and Critical Threshold fields. 4 Scroll down to the License Usage Warning Configurations section. 6 To save. 3 Click General Settings. Threshold limits are set. Customize license usage warning thresholds You can customize license usage warning thresholds to meet your needs. if you have 100 licenses for the Adobe Creative Suite. Asset Management Guide Send feedback to techpubs@kace. click Override Configuration.

if the fast switching option is enabled. Information is available for license assets associated with applications listed under the Software tab and applications listed under the Software Catalog tab. 2 Click Home. In addition. you can view license information for each organization separately. select an organization in the drop-down list in the top-right corner of the page next to the login information. Green Usage is below the warning threshold setting. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. Asset Management Guide Send feedback to techpubs@kace. See the K1000 Administrator Guide.0.Managing license and software assets 2 View license compliance and configuration information If you have set up license assets for applications. Software compliance information appears in the License Compliance widget. Orange Usage is at or above the warning threshold setting but below the critical threshold setting. Dell KACE K1000 Systems Management Appliance Version 6. See About setting up license compliance on page 9. The following colors indicate the usage level: 20 Color Description Red Usage is at or above the critical threshold setting. you can view license compliance and configuration information for those applications. you can create reports on license compliance. Or.com . If you have multiple organizations.

Dell KACE K1000 Systems Management Appliance Version 6. and other license modes.0. Asset Management Guide Send feedback to techpubs@kace.Managing license and software assets 2 The Software License Configuration widget displays the percentage of software licenses that are categorized as unit licenses. site licenses.com 21 .

com .0. Asset Management Guide Send feedback to techpubs@kace.2 22 Managing license and software assets Dell KACE K1000 Systems Management Appliance Version 6.

and you enabled metering prior to the upgrade. see the K1000 Administrator Guide.com 23 . About the Software Catalog and application metering The Software Catalog is a database that contains standardized information about more than 53.5. you can continue to access Classic Metering in the K1000 5. Topics in this section: • About software metering on page 23 • About metering information on page 24 • Enabling and configuring metering for devices and applications on page 25 • Viewing Software Catalog metering information on page 31 • Disabling metering for Software Catalog applications and managed devices on page 33 About software metering Software metering enables you to collect information about how applications are installed and used on the Windows and Mac devices that you manage. Metering cannot be enabled for operating system software. the Software Catalog metering system.3 Using software metering This section explains how to manage software metering information using the Dell KACE K1000 Systems Management Appliance. This section explains how to use metering for Software Catalog applications. which provides more detailed Dell KACE K1000 Systems Management Appliance Version 6. Asset Management Guide Send feedback to techpubs@kace. For more information about managing the Software Catalog.000 Windows and Mac applications. such as Linux. If you upgraded to version 5. applications installed on unsupported operating systems. and category of each application as well as the operating system on which the application runs. or for applications that are listed as Uncataloged in the Software Catalog.5 from version 5. Information in the catalog includes the name.5 release.4 or lower. publisher. However. Metering is not available for applications installed other operating systems. In the Software Catalog. version.0. such as Linux. About Classic Metering Classic Metering is the metering system that was available on the K1000 appliance prior to version 5. metering can be enabled for applications that are listed as Discovered and Not Discovered. such as Bing Travel. This includes Windows Store applications.

the system checks to determine whether any of the applications in the suite are running on managed devices that have metering enabled. You cannot disable metering for applications in the suite if metering is enabled for the suite. then enable metering for the individual applications you want to meter. metering is an event-driven process that monitors Windows assets using WMI (Windows Management Instrumentation) events. the following information is collected for devices on which metering is also enabled: • Version information • Information about suites • Number of installations • Usage and launch information For additional information. Information. Managed devices that have any application in the suite installed. Usage information is reported for the suite as a whole. These scripts vary. the metering script identifies process events asynchronously using NSWorkspace notification center. When metering is enabled. 24 Dell KACE K1000 Systems Management Appliance Version 6. as well as for each individual application.0 and higher. such as Microsoft Office. About metering information When you enable metering for applications. including the application filename. To enable metering for some of the applications in the suite and disable it for others. it is also enabled for the individual applications that are part of the suite. replaced Classic Metering in the 6. • Mac: On Mac devices. When metering is enabled for a suite. About the scripts that collect metering information The software metering service is bundled with the K1000 Agent and installed on managed devices.Using software metering 3 information than Classic Metering. Asset Management Guide Send feedback to techpubs@kace. are counted as having the suite installed. depending on the operating system: • Windows: On Windows devices.com . as determined by an Add/ Remove programs entry. version. Devices do not need to have every application in the suite installed to count as having the suite installed.0 release. Classic Metering is no longer available in version 6. How suites are metered If metering is enabled for a suite. see Viewing Software Catalog metering information on page 31. you need to disable metering for the suite. scripts run to collect metering info. and file size are compared to the information in the Software Catalog to identify the application.0.

To enable metering on managed devices. This label has the metering option enabled. • Create a Smart Label for metering (applied to devices automatically). MeteredDevices. Or. Dell KACE recommends that you enable metering for all of the Windows and Mac devices you manage. you can enable metering for a label. 2 Click Home > Labels > Label Management.com 25 . Storing the metering information for a large number of applications could significantly increase disk space requirements and impact system performance. you need to enable metering for both devices and applications as described in this section. Enable metering on devices using manual labels To enable metering. Enabling metering on devices To enable software metering on managed devices. do one of the following: • Apply the built-in label. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. See the K1000 Administrator Guide. and then apply that label to devices manually. However. if the fast switching option is enabled. you can use manual labels or Smart Labels. to your devices. be selective when choosing the applications that you want to meter. and it does not significantly increase server or network activity. Dell KACE K1000 Systems Management Appliance Version 6. Asset Management Guide Send feedback to techpubs@kace.3 Using software metering Enabling and configuring metering for devices and applications To obtain metering information for Software Catalog applications. The Labels page appears. but you must use labels. select an organization in the drop-down list in the top-right corner of the page next to the login information. Metering can be enabled at the label level only. Therefore. metering cannot be enabled in the settings of individual devices. See Enable metering on devices using manual labels. See Enable metering on devices using Smart Labels on page 27.0. Choosing the devices and applications to meter Enabling metering on devices simply makes it possible to collect metering information. • Create a manual label for metering and apply it to devices.

select New Manual Label.Using software metering 3 3 In the Choose Action menu. The type of label. Alternate Location (Optional) The alternate download location for Managed Installations. Avoid using backslashes (\) in label names because these characters are used in commands. select the Device Inventory check box. Dell KACE K1000 Systems Management Appliance Version 6.com . To create a label that enables metering. add a second backslash (\\) to prevent the appliance from interpreting it as a command. Description Any additional information you want to provide.0. To meter software. This enables metering on the devices only. but Metering can be enabled only if the Devices label type is selected. Allow Application Control Enable Application Control on devices. If you need to use a backslash in a label name. Caution: You should not have a device in two labels that both specify a value in this field. The location you specify replaces the string KACE_ALT_LOCATION. specify the username and password for the location. Software marked as Not Allowed is prevented from running on devices to which the label is applied. you need to also enable metering for individual applications. File Synchronizations. 4 Provide the following information: Option Description Name The name of the label. You can select additional label types as needed. Meter Software Usage Enable metering on devices that have the label assigned. Asset Management Guide Send feedback to techpubs@kace. See the K1000 Administrator Guide. The Label Detail page appears. Login Password Restrict Label Usage To 26 If you specify an alternate download location. and other deployments that are performed on items assigned to this label.

In addition.com 27 . c In the Choose Action menu. labels inherit any restrictions of the groups to which they belong. This is useful if you have a large number of labels and you want to organize them into sub-labels. Smart Labels are applied to and removed from managed devices when the devices connect with the appliance. For example. So if you create a Smart Label that enables metering on devices. click Edit next to the Label Group field. but that device has not yet reported metering information to the appliance.0. The metering icon appears in the metering column next to the label: 6 . The Labels page appears. b Select the check box next to one or more devices. Click Save. select Label > Apply Labels > <Label Name>. see Configure options for metering Software Catalog applications on page 30. It might take as long as 24 hours for the appliance to display metering information in the Administrator Console. and the new label appears on the list. If the metering label has been applied to devices running Linux or other operating systems that are not supported. To assign the label to a label group. you could include the labels of your licensed applications in a group label named Licenses. Enable metering on devices using Smart Labels You can enable metering using Smart Labels provided that the Smart Label is a device label. it might take time for the Smart Label to be applied to devices and for devices to report metering Dell KACE K1000 Systems Management Appliance Version 6. Asset Management Guide Send feedback to techpubs@kace. One of the following metering icons appears next to the device name on the Devices list: Icon Description Metering is enabled on the device.3 Using software metering 5 Option Description Label Group (Optional) The label group to which the label is assigned. and the K1000 Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications on page 25. depending on the metering interval. Metering is scheduled to begin. This icon appears when the metering label is applied to a device. then select a label group. To manually apply the label to managed devices: a Click Inventory. metering icons are not displayed. The Devices page appears. To change the metering interval.

then press Enter or Return.Using software metering 3 information. 5 Click Test Smart Label. Metering is enabled for devices that match the Smart Label criteria only after devices check in to the appliance and the Smart Label is applied.com . select an organization in the drop-down list in the top-right corner of the page next to the login information. if the fast switching option is enabled. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. 28 Dell KACE K1000 Systems Management Appliance Version 6. do one of the following: • Select an existing label to associate with the Smart Label. click Add line. Type in the Choose label field to search for existing labels. The Smart Labels page appears. Or. • Enter a new name for the Smart Label in the Choose label field. The appliance displays the Create Smart Label criteria. 6 Adjust the criteria as needed until the results are what you expect. then click Add Group. 8 In the Choose label drop-down list. select AND or OR from the operator drop-down list at the right of the Smart Label criteria. 7 Select the Metering Enabled check box below the Smart Label criteria. • To add a row. Press Enter or Return after you enter a new Smart Label name to move the text from the search field to the label field. • To add a subset of rules.0. 3 In the Choose Action menu. 2 Click Home > Labels > Smart Labels. select New > Device Smart Label. Asset Management Guide Send feedback to techpubs@kace. Items that match the specified criteria are displayed. 4 Specify the search criteria using the available fields.

When managed devices connect to the appliance.3 Using software metering 9 Click Create. you also need to enable metering for the devices on which the applications are installed. the Smart Label is applied if the devices match the specified criteria. but that device has not yet reported metering information to the appliance. It might take as long as 24 hours for the appliance to display metering information in the Administrator Console. When the label is applied to a device. Dell KACE K1000 Systems Management Appliance Version 6. those applications are identified as metered. Metering information is also displayed on the detail page of managed devices that have the application installed. metering icons are not displayed. and for devices on which the application is installed. Metering is not available for operating system software. Asset Management Guide Send feedback to techpubs@kace. Enable metering for Software Catalog applications You can enable metering for applications that are listed as Discovered or Not Discovered in the Software Catalog. In other words. See the K1000 Administrator Guide. depending on the metering interval. See Viewing Software Catalog metering information on page 31. you have to enable metering both on the device and on the application to obtain metering information. See Enabling and configuring metering for devices and applications on page 25. When you enable metering for applications. one of the following metering icons appears next to the device name on the Devices list: Icon Description Metering is enabled on the device. Metering is scheduled to begin.0.com 29 . If the metering label has been applied to devices running Linux or other operating systems that are not supported. you can enable metering for Uncataloged applications after you add the applications to the local version of the Software Catalog. or for applications that are listed as Uncataloged in the Software Catalog. and the K1000 Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. see Configure options for metering Software Catalog applications on page 30. metering information is displayed on the Software Catalog Detail page for the application. applications installed on unsupported operating systems. such as Linux. However. However. When metering is enabled for an application. To change the metering interval. This icon appears when the metering label is applied to a device.

See • Enabling metering on devices on page 25 • Configure options for metering Software Catalog applications on page 30 Configure options for metering Software Catalog applications This section explains how to configure metering options. specify the following settings: Option Description Inventory The frequency at which Agents on managed devices report inventory. 2 Click Inventory > Software Catalog. Provided that metering is enabled for devices with the application installed. Asset Management Guide Send feedback to techpubs@kace. The Organization Detail page appears. A metering icon appears in the metering column next to the selected applications: .0. 3 Select the check box next to an application. The Software Catalog page appears. click Settings > Communication Settings.com . Requires metering to be enabled on devices and applications. Or. if the fast switching option is enabled. you can configure settings for each organization separately. The Communication Settings page appears. metering information is reported according to the metering schedule.Using software metering 3 Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. In the Communication Settings section. • If the Organization component is not enabled on your appliance. click the organization’s name. 4 In the Choose Action menu. select an organization in the drop-down list in the top-right corner of the page next to the login information. Procedure 1 2 30 Do one of the following: • If the Organization component is enabled on your appliance. or select System in the dropdown list in the top-right corner of the page next to the login information. such as the frequency at which metering information is gathered. Dell KACE K1000 Systems Management Appliance Version 6. Metering The frequency at which managed devices report metering information to the K1000 appliance. This information is displayed in the Inventory section. Catalog Inventory The frequency at which managed devices report inventory to the Software Catalog page. To display the organization’s information. log in to the K1000 systemui: http://<K1000_hostname>/system. If the Organization component is enabled on your appliance. Then click Organizations. select Enable Metering.

Or. if the fast switching option is enabled.3 Using software metering 3 Click Save. For example. see Enabling and configuring metering for devices and applications on page 25. select an organization in the drop-down list in the top-right corner of the page next to the login information. The Software Catalog page appears. The Software Catalog Detail page appears. Product Name For suites. See View metering information on the device detail page. Applications that are not designed for a specific language are designated as Language Neutral. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. • The device detail page.0. 3 (Optional) Click the metering column header to sort the list by applications that are metered: . English. View metering information on the Software Catalog Detail page You can view metering information for Software Catalog applications on the Software Catalog Detail page. Language The language for which the application is designed. Information on this page includes: Column name Description Versions or Applications Installed File Name For applications. See View metering information on the Software Catalog Detail page. Version The version number associated with the application. the suite name. Dell KACE K1000 Systems Management Appliance Version 6. 2 Click Inventory > Software Catalog.com 31 . Metering information is available only if metering is enabled for devices and applications. Viewing Software Catalog metering information Metering information is available on these pages: • The Software Catalog detail page. For information. the name of the executable file. Asset Management Guide Send feedback to techpubs@kace. 4 Click the name of a metered application.

1-7 Days Ago The number of managed devices that have launched the application in the past 7 days. The device detail page appears. click Metered Software to expand the panel.com . 2 Click Inventory. and they are metered separately. For example. such as 4. Click the application name to go to the detail page for the application. select an organization in the drop-down list in the top-right corner of the page next to the login information.x. Metering Last Day The number of managed devices that have launched the application in the past 24 hours. Minor versions. Asset Management Guide Send feedback to techpubs@kace. Dell KACE K1000 Systems Management Appliance Version 6. Information in this section includes: Column name Description Application The name of the metered application. 4 32 In the Software section. This enables you to manage them and meter their usage separately. View metering information on the device detail page You can view metering information for Software Catalog applications on the device detail page. Or.123. such as 4. 3 Click the name of a managed device that has metering enabled. Each version grouped under the 4. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin.1 and version 4.134. The Devices page appears. 8-30 Days Ago The number of managed devices that have launched the application in the past 8-30 days.Using software metering 3 Column name Installed Description The number of managed devices that have the application installed. and 4.2 of an application appear as separate entries. Click a number to view device information.x entry is listed on the detail page for the application. Major versions are listed separately in the Software Catalog. Version The version of the application installed. 4. if the fast switching option is enabled. version 4.145 appear under the same entry.0.

0. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. select Disable Metering. Disabling metering for devices If metering is enabled for devices. however.75 indicates that the application has been running for 45 minutes. Disabling metering for Software Catalog applications and managed devices Disabling metering for applications and devices stops the system from saving metering data for those applications and devices. The Software Catalog page appears. Metering is disabled and the metering icon is removed from the metering column next to the selected applications. Asset Management Guide Send feedback to techpubs@kace.0.3 Using software metering Column name Description Hours used The length of time the application has been running on the device in the past seven days. 2 Click Inventory > Software Catalog. Disable metering for Software Catalog applications If metering is enabled for Software Catalog applications. Last Launch The date and time of the most recent launch in the past seven days. Or. you can disable it as needed. Metering data that has already been saved. is retained.com 33 . however. Metering data. you can disable it as needed. if the fast switching option is enabled. Launches The number of times the application has been launched on the device in the past seven days. 4 In the Choose Action menu. expressed as a decimal. is retained. 3 Select the check box next to an application. select an organization in the drop-down list in the top-right corner of the page next to the login information. If new applications are installed between the time the inventory is collected from a device and the time the metering report is generated. For example. those applications are not reported until the next time inventory is collected. Dell KACE K1000 Systems Management Appliance Version 6.

select an organization in the drop-down list in the top-right corner of the page next to the login information. select an organization in the drop-down list in the top-right corner of the page next to the login information. if the fast switching option is enabled. 34 Dell KACE K1000 Systems Management Appliance Version 6. Or. select Disable Metering. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. Or. however. The Smart Label Detail page appears. Metering is disabled on all the devices to which the label is applied. 3 Click the name of the Smart Label. 3 Select the check box next to a metering label.com . 4 Clear the Enable Metering check box. if the fast switching option is enabled. however. 2 Click Home > Labels > Smart Labels. you can disable it by disabling metering in the label details. The Labels page appears. Metering is disabled on all the devices to which the label is applied. Metering data. is retained. is retained.Using software metering 3 Disable metering for devices using manual labels If metering is enabled for devices using manual labels. Metering data. 4 In the Choose Action menu. you can disable it by disabling metering in the Smart Label details. Disable metering for devices using Smart Labels If metering is enabled for devices using Smart Labels. Asset Management Guide Send feedback to techpubs@kace.0. The Smart Label page appears. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. 2 Click Home > Labels > Label Management.

Dell KACE K1000 Systems Management Appliance Version 6. 4 In the Name field. Create physical asset types You can create physical asset types as needed. such as office furniture. Or.0. enter a descriptive name for the asset. Fields that you add to the device asset type are also displayed. A new line appears. such as device hardware and software. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin.4 Managing physical and logical assets This section explains how to work with physical and logical assets on the Dell KACE K1000 Systems Management Appliance. as well as other physical assets.com 35 . 2 Click Assets > Asset Types. select New. The Inventory component automatically provides the Asset Management component with information about devices that check in to the K1000. The Asset Types page appears. The Asset Type Detail page appears. 3 In the Choose Action menu. Asset Management Guide Send feedback to techpubs@kace. Topics in this section: • Managing physical assets on page 35 • Managing logical assets on page 37 Managing physical assets You can manage physical assets. 5 Click the Add button on the right side of the page: . select an organization in the drop-down list in the top-right corner of the page next to the login information. such as Printer. if the fast switching option is enabled. This information appears on device detail pages.

7 Click Save at the end of the row. and Hewlett-Packard. b Provide additional information in the new line. then add a row: a Click the Add button: . Dell KACE K1000 Systems Management Appliance Version 6. then add a row: a Click the Add button: . then add a row: a Click the Add button: . select Asset Location. enter Warranty Expiration. select Date. such as HP. These will appear in the select list. and in the Type drop-down list select Asset Department. In the Type drop-down list. b Provide additional information in the new line. d Go back to the Available Values field and enter the brands you use. c In the Type drop-down list. Kyocera. HP. The Available Values field is enabled. For example: In the Name field. are referred to consistently instead of using many variations. 9 Click Save at the end of the row. enter Serial Number. For example: In the Name field. enter Brand. and in the Type drop-down list select Asset Cost Center. Xerox. 8 Click Save at the end of the row. For example: a In the Name field.com . The supported range is 1000-01-01 to 9999-12-31. In the Type drop-down list. 11 36 Click Save at the end of the row. b Provide additional information in the new line. For example: In the Name field. In the Type drop-down list. 10 Click Save at the end of the row. enter Department. enter Cost Center. Separate each brand with a comma. For example: In the Name field. then click Save at the bottom of the page. Asset Management Guide Send feedback to techpubs@kace. select Single Select. select Text. select the check box to make the field required. The format is yyyy-mm-dd. enter Location. such as HP. This ensures that brand names. For example: Epson. then add a row: a Click the Add button: . b In the Required column. In the Name field.Managing physical and logical assets 4 6 Provide the following information in the new line.0. b Provide additional information in the new line. Hewlett Packard.

such as support contracts. vendors. geographical relationships or the relationships of business entities. and departments. Dell KACE K1000 Systems Management Appliance Version 6. Asset Management Guide Send feedback to techpubs@kace. For example.com 37 . This enables you to: • Identify and protect logical assets. • Establish relationships between logical assets and use them in reports. cost centers.0. You can also add custom logical assets. to track additional metadata about those objects.Managing physical and logical assets 4 Managing logical assets You can manage logical assets and conceptual entities. such as locations.

Asset Management Guide Send feedback to techpubs@kace.0.4 38 Managing physical and logical assets Dell KACE K1000 Systems Management Appliance Version 6.com .

Values for the renamed field are retained. About renaming fields and changing field types in asset types When you rename a field in an asset type. and that contains the value A123. Topics in this section: • About asset types on page 39 • Customizing asset types on page 39 • Maintaining and using asset information on page 47 About asset types Asset types are templates for creating assets. However. the field is renamed in all assets that are based on the asset type. and delete fields in asset types as needed. Department. create fields.5 Adding and customizing asset types and maintaining asset information This section explains how to add or customize asset types Dell KACE K1000 Systems Management Appliance. Default asset types include: Device. Dell KACE K1000 Systems Management Appliance Version 6. Text. License. the system cannot convert A123 to a valid number.com 39 . For example. Location. It also describes how to maintain real-time information on assets by scanning your network at regularly scheduled intervals. if you change the Type to a type that does not support the data already entered in a field. Cost Center. you might have a field named Model Number that is of the Type. Application. that data is lost. Customizing asset types You can rename fields. Customizations to asset types are preserved during appliance updates. Asset types contain the fields and other information that define assets.0. Asset Management Guide Send feedback to techpubs@kace. If you change the Type from Text to Number. The value for the Model Number field is set to 0. and Vendor.

2 Click Assets > Asset Types.com . Additional options are available for device and license asset types. that field would be available to all device asset types. and any values entered in that field. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. the field is available to all assets of that type. that field. The Asset Type Detail page appears. For example.0. the asset association is removed from any assets that point to the deleted field. that field becomes available to all assets that are based on that asset type. if you created a custom field named BIOS Serial Number in the device asset type. Asset Management Guide Send feedback to techpubs@kace. and any values entered in the field. that field. if you delete a custom asset field. If you delete an asset field. select an organization in the drop-down list in the top-right corner of the page next to the login information. 40 Dell KACE K1000 Systems Management Appliance Version 6. See About customizing the device asset type on page 43 and Customize the license asset type on page 11. If the Organization component is enabled on your appliance. if the fast switching option is enabled. add or change the name as needed. Add or customize asset types You can have as many custom asset types as you need. • In the Choose Action menu. you can create custom fields in any asset type. are removed from all device asset types. 5 Click the Add button on the right side of the page: . When you create a custom field in an asset type. you can create custom asset types for each organization separately. 3 Do one of the following: • Click the linked name of an asset type. 4 In the Name field.Adding and customizing asset types and maintaining asset information 5 About adding and deleting asset fields When you add a field to an asset type. In addition. select New. A new line appears. are removed from all assets of that type. Or. such as Device. Similarly. if you delete the BIOS Serial Number custom asset. However. The Asset Types page appears.

Adding and customizing asset types and maintaining asset information 6 5 Provide the following information: Item Description Name The name of the custom asset field. users must enter a value in the field when creating assets of the selected type. If you select Single Select or Multiple Select from the Type dropdown list. Required Whether the custom asset field is mandatory or optional. Asset Management Guide Send feedback to techpubs@kace. To use multiple values. you must enter at least one value in this field. such as Asset Code. If this check box is selected. This field is enabled when you select Single Select or Multiple Select from the Type drop-down list. you must type one of the values given in the Available Values field. If you select Single Select or Multiple Select. This name appears on the form used to create assets of the selected asset type. Dell KACE K1000 Systems Management Appliance Version 6. or Building Address Line 1.com 41 . Default The value that appears in the field by default.0. Purchase Date. Select Values The values that appear in fields that contain lists of values. separate each value with a comma.

• Assets <Asset Type>: Used to specify relationships among asset types.kace. • Parent: Enables the asset to point to the same type of asset in a parent-child relationship. Links must be valid URLs. • Link: Used for Internet links.5 Adding and customizing asset types and maintaining asset information Item Description Type The type of field. • Date: Used for calendar information. • Single Select: Displays a value list where only a single value can be selected. Asset Management Guide Send feedback to techpubs@kace. Field types include: • Attachment: Enables users to add attachments to the asset.com .0. This can then be used in the reporting system to show all assets in North America. • Timestamp: Used to add a day and time to the record. you might allow Location types to have a Parent connection. The maximum length for each value is 255 characters. The maximum length is 255 characters. • Notes: Used for additional information. The maximum length for each value is 255 characters. allowing New York to point to a North America location.com. • User: Used to associate user records with an asset. See Multiselect. For example. • Multiple Select: Displays a list where multiple values can be selected. • Text: Used for additional text. • Software Catalog: Enables users to associate the asset with an application in the Software Catalog. 42 Dell KACE K1000 Systems Management Appliance Version 6. • Currency: Used for monetary values. • Number: Used for numerical values expressed as whole numbers. such as http://www. • Label: Enables users to associate a label with the asset.

For example. MAC addresses. you might want a field to point to multiple devices that are approved for a particular license. so the order in which fields are added is important. The field is empty if there are no assets of the specified type. If no asset is found. Only the first five fields of an asset are shown in the Asset Detail page for the asset. the appliance creates one. the information under the old system name is lost to the Asset Management component. The values for those fields are collected each time the device checks in to the K1000 appliance. A check box is enabled when you select Assets <Asset Type> from the Type drop-down list. However. originates from the Assets section. If you change the default asset type. Asset Management Guide Send feedback to techpubs@kace. To create a single relationship field. the appliance determines whether the device already has a mapped asset. Example: Add custom fields to the device asset type You can add custom fields to the device asset type as needed. Dell KACE K1000 Systems Management Appliance Version 6. You need to do this before you can use the asset types with the Mapped Inventory Field and Matching Asset Field. Consider using BIOS serial numbers.Adding and customizing asset types and maintaining asset information 7 5 Item Description Multiselect Whether the asset field points to other assets. clear the check box. The only device inventory or asset information that comes from the Inventory component is the data for the Mapped Inventory Field and the Matching Asset Field. or something similar for tracking. The default data type for Mapped Inventory Field is System Name. About customizing the device asset type Almost all device asset data. if you re-image your systems. You can import device asset data or change it manually in the Assets section. Click Save at the end of the row. then click Save at the bottom of the page. IP addresses. At each check-in. Note: When you create an asset. you lose the asset history prior to the change because the appliance automatically creates assets with the new information. it is important to decide whether you want to change the default values as early as possible in the setup process. and the default data type for Matching Asset Field is Name. Select the check box to allow this custom field to point to multiple records. such as a printer that is used by only one department. this field is populated with the available assets of the specified asset type.0. In that case. Therefore.com 43 . whether displayed in the Assets or Inventory sections. you would select the check box.

enter Location.Adding and customizing asset types and maintaining asset information 5 Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. The Asset Types page appears. Or. Asset Management Guide Send feedback to techpubs@kace.com . select Text. A new line appears. The Asset Type Detail page appears. A new line appears. 6 Click Save at the end of the row. 4 Click the Add button on the right side of the page: . In the Type drop-down list. select Text. A new line appears. select an organization in the drop-down list in the top-right corner of the page next to the login information. 3 Click the Device asset type. 7 Click Save at the end of the row.0. enter Purchase Date. A new line appears. b In the Type drop-down list. 9 44 Click Save at the end of the row. then add a row: a Click the Add button: . select Asset Location. select Text. b Provide the following information for the new line: In the Name field. 8 Click Save at the end of the row. Using the Number Type might strip leading zeros in a serial number. enter BIOS Serial Number. then add a row: a Click the Add button: . then add a row: a Click the Add button: . b Provide the following information for the new line: In the Name field. 2 Click Assets > Asset Types. In the Type drop-down list. b Provide the following information for the new line: In the Name field. Reserve the Number Type for fields on which you perform calculations. In the Type drop-down list. Dell KACE K1000 Systems Management Appliance Version 6. enter Serial Number. 5 Provide the following information: a In the Name field. if the fast switching option is enabled.

Adding and customizing asset types and maintaining asset information 5 10 In the Mapped Inventory Field drop-down list. 6 In the Type drop-down list. such as printer and device. The Asset Types page appears.com 45 . 2 Click Assets > Asset Types. 5 In the Name field. Dell KACE K1000 Systems Management Appliance Version 6. 3 Click the Location asset type. 4 Click the Add button on the right side of the page: . • Parent-child. 11 In the Matching Asset Field. These relationships can be: • Peer-to-peer. Establishing relationships between asset fields You can edit asset types to establish relationships that associate and track different assets together. The Asset Type Detail page appears. select Serial Number. Asset Management Guide Send feedback to techpubs@kace. The following example shows how to make a parent-child relationship with locations by adding a field to the location asset type. Or. such as a cost center and the devices associated with it. A new line appears. select Parent. change the value to BIOS Serial Number. then click Save at the bottom of the page. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. select an organization in the drop-down list in the top-right corner of the page next to the login information. When you open a location asset. the Parent Relationship field is shown on the Asset Detail page. 7 Click Save at the end of the row. enter Parent Location. if the fast switching option is enabled. 12 Click Save at the bottom of the page.0. Example: Add fields to the location asset type You can add fields to the location asset type as needed.

3 (Optional) In the View By drop-down list. For example.0. select Western Division for the Parent Location. Western Division. Or. If the second-level asset does not exist. you could create location assets for each building on a campus or each rack in a data center. see Example: Add fields to the location asset type on page 45.Adding and customizing asset types and maintaining asset information 5 Add parent relationships to location assets When adding parent relationships. Dell KACE K1000 Systems Management Appliance Version 6. The Assets page appears. 2 Click Assets. 46 6 Click Save. select it. enter the first characters in the Filter field to limit the choices available in the Parent Location field. which appears above the table on the right. create it: a In the Choose Action menu. create it: a Click New next to the Choose Action menu. 4 If the highest level (parent level) location asset does not exist. Asset Management Guide Send feedback to techpubs@kace. c Leave the Parent Location Unassigned. For example. start with the highest level (parent level) in the relationship. 7 Create additional location assets as needed. The Parent Location field is a user-created custom field. 5 If the second-level asset exists. b Enter the name for the new asset. select an organization in the drop-down list in the top-right corner of the page next to the login information. For example. select New > Location. if the fast switching option is enabled.com . select Asset Type > Location. The Location Asset Detail page appears. The Assets page appears. The view is restricted to location assets. then click Save. If you have many location assets. Before you begin Add Parent Location custom fields as described in Example: Add fields to the location asset type on page 45. San Jose. b Enter the name for the new field. For instructions on creating this field. The Location Asset Detail page appears. c For this example. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin.

a new record is generated. 4 In the Choose Action menu. see the K1000 Administrator Guide. • If there is no matching primary key in the row. assets that are based on that asset type are also deleted.0.com 47 . Creating an asset administrator role You can create an asset administrator role to permit other users to update assets in the appliance. and a change is logged in the other asset stating that the related asset has been deleted. the Asset Management component determines whether to import or update records based on what was designated as the primary key (PK) when the asset was created: • If the primary key matches an existing record. Whichever method you choose. Asset Management Guide Send feedback to techpubs@kace. • Maintain information manually in the Asset Management component. Before importing new data. Procedure 1 Log in to the K1000 adminui: http://<K1000_hostname>/admin. consider running a report to export the current data. select an organization in the drop-down list in the top-right corner of the page next to the login information. Schedule regular imports To maintain asset information efficiently. Maintaining and using asset information After you add assets. Assets that point to the deleted asset type are reset to point to no asset. Each time you import. Or. select Delete. then click Yes to confirm. That way you can return to the original data if there is anything wrong with the structure of the new data. use it consistently to ensure that no data is lost. if the fast switching option is enabled. Assets based on the asset type are also deleted. For information on creating roles.Adding and customizing asset types and maintaining asset information 5 Delete asset types When you delete an asset type. Dell KACE K1000 Systems Management Appliance Version 6. The asset type is deleted. continue updating source spreadsheets. the Asset Management component compares the data and updates the existing record. 2 Click Assets > Asset Types. The Asset Types page appears. 3 Click the check box next to an asset type. There are two ways to do this: • Keep your spreadsheets up to date and re-import them periodically. you need to keep asset information updated. See Importing license data in CSV or TXT files on page 17.

such as those found on the Assets list. 48 Dell KACE K1000 Systems Management Appliance Version 6. you can create your own reports. See the K1000 Administrator Guide.com . Asset Management Guide Send feedback to techpubs@kace.0. • Software License Compliance Complete: A list of software and devices that are impacted by each license. In addition.Adding and customizing asset types and maintaining asset information 5 Use asset data in reports You can export data from the Asset Management component in standard reports such as: • Unapproved Software Installation: Software found on devices where no license has been approved. • Software Compliance Simple: License counts.