AM New Owner Presentation 2013

HP Asset Manager
A “new owner” introduction
1 © ITStreamlined, Inc. 2011 - 2013

“New Owner” Introduction
• Your company has just acquired the #1 Asset Management
Repository tool – HP Asset Manager.
• Purpose of this presentation is to walk you through the key
features of the software.
• This not a “how to” demonstration, this is a survey of the
features.
• Warning: just like the orientation you got with your new car –
when you just want to drive away – this will seem long and
boring.
• But, since the product you chose is both an expanding
opportunity for implementing ITAM AND a constraint it is best
that you understand just what is included.
• Note:
– This presentation does not include everything – just the high points.
– This presentation does not include specifics about the modules.

HP Asset Manager
• HP Asset Manager software is the market-leading IT
Asset Management (ITAM) solution, which can
automate IT Asset Lifecycle Management (IT-ALM).
• Asset Manager creates a solid foundation for IT
governance, regulatory compliance, and enhances IT
operational management.
• It serves as the foundation for ITFiPAM - IT Financial
Management, IT Procurement & Asset Management by
optimizing asset & service costs, mitigating IT security
and compliance risks, and ensuring IT is aligned with
business objectives.

Gartner Rates HP Asset Manager a
“Strong Positive”

HP Asset Manager History
• Apsylog AssetManager (Paris-based company) bought by Peregrine
Systems (San Diego) in ’98 to provide the asset management
functionality with ServiceCenter.
• Peregrine Systems renamed product to AssetCenter
• AssetCenter modified to be the asset management and
procurement central tool for all the other Peregrine tools in ’01 –
– Remedy, Facility Management, Room Booking, Fleet & Rail
Management, e-Commerce, Telecommunications Management, Tivoli
Service Desk
• Peregrine Systems filed for Chapter 11 protection in September
2002
– Peregrine Systems divested many of the products they had acquired
• Peregrine Systems bought by HP in ‘05, renamed products to Asset
Manager and Service Manager

Purpose of HP Asset Manager
• HP Asset Manager serves as the consolidated asset information hub,
providing a complete lifecycle view of the assets.
• This encompasses:
– The relationship between the people, places, and assets within the organization
– The services provided for those assets
– The compliance, contractual, and budgeting requirements for each asset
– The logistical and financial relationship of the MSPs that contract with the organization
• HP's Asset Management solutions enable enterprises to transform
previously isolated asset tracking tasks and activities into strategic
corporate disciplines.
• The organization is then able to actively manage its asset portfolio and
associated fiscal and operational characteristics, in line with business
objectives.
• The result, when combined with consistently executed processes, can be a
cost-efficient and enlightened organization, operating consistently within
corporate policy and in compliance with regulatory requirements.

IT Asset Management is at the “intersection” of
IT Service Management, IT Portfolio
Management and IT Financial Management.

• ITAM is the Lynchpin between the
IT Asset Management forces of Service Management
– The Lynchpin (Change and Improvement) and
Finance (Money and Compliance).
• ITAM represents all the systems,
processes, checks and balances to
measure and manage IT Assets in
an organization.
– ITAM provides Services with a data
source for the assets they are
working with so the business can
make accurate decisions about
serving users and driving change.
– ITAM provides IT Finance with a
bird’s eye view of an organization's
IT balance sheet and compliance
commitments.

• The benefits of effectively
IT Asset Management managing IT assets in a
– The Lynchpin business might include:
– Visibility and control of IT Assets
– Align IT Asset Costs to Services
– Improve utilization of assets
– Compliance with audit
requirements
– Compliance with regulatory
requirements
– Reduce software and hardware
costs
– Provide stewardship data for
Service Management
– Support organizational change
and projects
Introduction to some terms
• Terms
– Asset Tracking
– Asset Management
• ITIL
– Configuration Management
– SACM - Service Asset and Configuration
Management

Asset Tracking is a fundamental part of SACM –
Service Asset and Configuration Management
ITSM Process Foundations
ITSM Incident
Release Change
SACM
Knowledge Problem
Service
Request

SACM - Configuration vs. Asset vs. Inventory
Asset Management
•Governance / Standardization
Configuration Management •Stewardship, Ownership
•Control over Service Configuration •Supplier, Externally Focused
Items
Inventory •Financial, Investment Cost
•Internal Operations Focused Transparency
•A list of items
•Relationships amongst technical •Contractual
resources •Physical and unique
•Procurement
• The Business Service – Client
Resource Relationship technical •Parent-Child Relationships
mapping •Physical Connections
•Business Service, Client-
Resource Relationship
Definitions

IT Asset Management (ITAM)
Introduction
Touching each part of the Asset Lifecycle
Request ITAM
Procure
Dispose
IT ASSET
LIFECYCLE
IMAC Receive
SACM
Support Stock
Deploy Retire/Reuse
Monitor
ITSM Getting ready
Operational

Practical IT Asset
• IT Asset Tracking is the
practice of discovering, recording
Management and maintaining accurate
information regarding IT assets –
The functions including:
associated with asset – details associated with acquisitions,
tracking tend to be – vendors,
operations-oriented, – configurations,
support IT asset – repair history,
maintenance activities – assignment or ownership,
and provide the raw – taxes,
asset data for IT asset – warranties,
management – licensing,
decisions. – disposal, and
– other data required to correctly
identify an asset's status and its
relationship to other assets or
events throughout the asset's life.

• IT Asset Management
IT Asset represents the system of
Management – integrated management processes,
– strategies and
The focus of IT asset
– technologies
management is
• that are implemented in a phased
business approach so that a company can
effectiveness, where control its IT assets throughout
functions tend to be their life cycle.
more strategic and • The goal of optimizing IT asset
establish management investments by managing key
policies that are events throughout an asset's life
driven by increasing
yields improvements by
– reducing total cost of ownership,
business value.
– increasing asset effectiveness and
– reducing liabilities associated with
asset misuse.

Asset Management Questions
“I KEEP six honest

serving men
(They taught me all I
knew);
Their names are What
and Why and When
and How and Where
and Who…”
– Rudyard Kipling

Examples of how IT Asset Management (ITAM) adds
value to other Service Management processes
SMRM Processes Added Value
Service Asset and Provides newly obtained items to tag service assets.
Configuration ITAM is the foundational cornerstone of the SACM process, the ITAM portfolio
Management (SACM) must be managed to permit a lifecycle “cradle to grave” view. ITAM provides
value to the Service Management, via SACM, (e.g., enabling the technician
to see asset attributes directly from the ticket).
Change Management Changes can trigger processes in SACM that result in ITAM repository record
changes (e.g. move, add, change, disposition).
Request Fulfillment Service Requests can trigger processes in SACM and/or ITAM, (e.g. request or
procurement of assets).
IT Financial Provides information critical to effective IT financial management.

Management IT Asset Management database information enables:
– service-based costing frameworks and determines the return on investment
– key components of IT financial management
– linking into the service management data, which holds the operational
records
– linking into the enterprise resource planning (ERP) system holding the fixed
asset register
Supplier Management HP Asset Manager contains the IT SCMIS – Supplier and Contract
Management Information System. ITAM can provide information required to
enable effective supplier selection and management based on the service
level required and financial consequences.
No overlap through data ownership
•SW installations
•Expense lines
•Contracts
•Supplier Catalogs
•Asset Portfolio Catalogs
• Purchase orders
•Portfolio Item status, user,
location, assignment
AM
•People
•Incidents •Departments
•Problems •locations
•Changes
•SLAs
•Internal request catalogues Active
Directory
SM
UCMDB
•Links between CIs
•Business services relationships
18 © ITStreamlined, Inc. 2011 - 2013 18

Each application addresses separate processes and
takes advantage of other products
Asset life cycle management (from
procurement to disposal)
Contract Management
Software Asset Management
Financial Management (Budgets /TCO /
charge back)
AM
From SM to AM
Change duration to From UCMDB to AM: definition of
compute cost Bus Services for TCO calculation
From AM to SM
of changes SW installation details to
troubleshoot incidents
Contract details to contact vendor
for maintenance
SM UCMDB
From UCMDB to SM: Link
Request Management Business services detail modeling
between CIs to assess impact
Incident Management Business service life cycle management
of changes
Change Management Impact analysis
19 Problem management
© ITStreamlined, Inc. 2011 - 2013 Data federation from multiple sources
SLA Management
HP’s view of SACM Integration
PPTs + PPT/CI relationships
PPTs + Changes & Tasks
CIs CIs Service

Asset Manager UCMDB
Manager
BS Actual State
CIs Legend
UCMDB Data replication
UCMDB Data federation
Connect-It Data replication

DDMI
WS call

HP’s view of SACM Integration with HP Products

Data stored in Applications
•Financial data
•Contracts
•Catalog from suppliers, purchase orders
•Asset lifecycle status
•Installed software
•Software compliance reports
AM
•Unique identifier
•CI category
•User
•Location
•Links between CIs
SM
•Incidents
UCMDB
•Additional attributes of
•Problems business services (e.g.,
•Changes type of link)
•SLAs
•Catalog of services to
internal users
SM – UCMDB - AM
• The three products store information that may appear
overlapping
– CIs (assets, CIs, depending on products)
– Place, locations, users… (that may be provided by a third party source
(Active Directory)
• But each products has specific processes
– Service Manager: Request, incident, problem, change management, SLA
management
– UCMDB: Business services application Modeling and life cycle, impact
analysis
– Asset Manager: Asset life cycle (procurement to disposal), Financial
Management (costs, Total Cost of Ownership computation, cost recovery
(charge back)), contract management and Software Asset Management

AM – SM - CMDB
• Each product has ownerships
– Service Manager: incidents, problem, changes, internal service
catalogues
– UCMDB: Business Services, links between CIs
– Asset Manager: detailed inventory, contracts, supplier catalogues,
financial information, assets life cycle status, infrastructure catalog
• And each product takes advantage of the other products
– SM gets federated information on Cis’ actual state from Asset
Manager (SACM)
– UCMDB gets inventory information on servers from Asset Manager
and gets software applications extended inventory through federation
– Asset Manager gets changes’ costs from Service Manager and gets
business services application mapping from UCMDB.

OOB integration
between
AM, PPM and FPA
FPA •Assets
•Services
• Infrastructure Budgets
•Projects
• Cost Centers
•Programs
• Costs of Infrastructure and external services
•Services
•Locations
•Costs of internal labor
• Labor Budgets
HR ERP
System
Budget info DCIM
Budgets PPM Asset

Manager
Discovery
Projects / Labor
costs
Active
Director Active
y Directory
SAM - Definitive Media Library

Service Request
Employee System Planned/
User Call Initiation
Self Service Initiated Scheduled
Service Request Created Assignment -

Management
Routing and Approval Process –

Workflow
Work Order Created and

Issued Asset Mgt ERP
Inventory PO
Work Management Procure
Check Mgmt Execution
Invoice
Work Order Completion Reserve Delivery
Mgmt
Automated Asset Setup/

Fix Install

A combination of people, policies, processes and
tools needs to be in place.
• Many companies embark on an ITAM initiative in response to a specific problem, such as an
impending software audit (or shortly after an audit), CMDB implementation or virtual software
sprawl.
• Inventory and software usage tools, which feed into an ITAM repository, can assist with ensuring
software license compliance and monitoring usage of installed applications.
• However, without ongoing visibility, companies will continue in a reactive firefighting mode without
achieving a proactive position that diminishes the negative effect of an audit or providing the ability
to see how effectively the environment is performing.
• In low-maturity organizations, ITAM has a strong operational focus on creating basic efficiencies and
effectively using software and hardware assets.
• With IT budget constraints, companies are looking for ways to save money, and ITAM data can easily
identify cost avoidance and savings opportunities, e.g.,:
– the accurate purchasing of software licenses,
– efficient use of all installed software or
– ensuring that enterprise standards are enforced to lower support costs.
• To gain value from an ITAM program, a combination of people, policies,
processes and tools needs to be in place.
• As process maturity occurs, ITAM will focus more on the financial and spending management
related to controlling asset investment, and will provide increased integration with service
portfolio management. Companies should plan for this evolution in thinking.

Why IT Asset Management is
Important Now.
• IT asset management's long-term value lies in its ability to
help you:
– manage change with cost effectiveness,
– optimize the use of IT assets,
– take control of the technology stream introduced into your
environment, and
– mitigate risks.
• IT asset management can be justified based on its ability to
help you control costs and make deals.
• However, its long-term payback lies in its ability to:
– Help you cost-effectively execute technological and
organizational change, and to
– Help you make tactical and strategic decisions about the
enterprise and the level of risk you want to assume.

Paradigm Shift over time Changes Expectations for The Business of IT
Be a good steward of the financial
resources entrusted to IT by the rest of
Stewardship the business, optimize for regulatory
00’s compliance and provide actionable
decision data for selective outsourcing.
Empowerment
Alignment
90’s Understand and talk in terms of Service
Business Alignment
to the rest of the Business
Responsiveness
Efficiency
80’s Operations Run an efficient and responsive

operation
Forrester: Asset Management is the
foundation to build upon to get to BSM

Stewardship
• Stewardship is management of something
entrusted to one's care
• The responsibility to take care of something
owned by someone else.
• Stewardship is an ethic that embodies
cooperative planning and management of
resources with organizations.
• Fiscal stewardship refers to the practice of
assuring that current spending programs and tax
policies are affordable and sustainable over time.

Tip of the Iceberg
What the rest of the business – IT’s

Clients - see is the tip of the iceberg.
They see just a small, visible portion of
the work and assets that are required to
provide them with the services they
enjoy.

Repository as Backbone
Technology Planning Migration Services Infrastructure Management
Network Management Services

Software Service Management
Distribution Work Orders –
Applied Labor
Asset Tracking
and Reporting Physical Procurement
Asset Financial
Moves, Adds Information Asset Budgeting
and Changes Info.
Integrated
Software Asset
Usage Data
Contract Management
Maintenance
Service Contract
Software License and Warranty Service and Supplier
Monitoring Information Management

Cradle to Grave Asset Management

ITAM Impacts 11 Key Activities That Make
Up An Asset’s Life

High-Level Approach to Implementing Asset Manager
and Asset Management
- assumes you’re feeling “the need for speed”
• Two-Tracks
– Implement in parallel; maintain momentum and make it visible.
– Develop Prototype Asset Repository
• Populate “Common” Tables that are necessary for context
• Define Asset Portfolio Management
• Populate Tables with trustworthy data
– Develop ITAM as a “supporting Service”
• Develop Strategy & Vision
• Define “customers”, “transactions, responsibilities
• Requirements, Gap Analysis, Use Cases
• Push for specifics; reinforce the processes and policies
• Evolve functionality through “product releases”
– Time-bound iterative releases
– Start with robust Asset Tracking because the completeness and
accuracy of the inventory is the basis for all else

For Hitachi Data Systems
• We will also add in a third track
• Service Request and Fulfillment for Laptops
• Integration between Asset Manager and
Service Manager

Asset Manager Deployment Diagram
deployment Deployment Diagram
«device»
«device»
Asset Manager Serv er Window s Client
C++
C++, Basic
Scripting
«device»
Window s
AIX, Linux(Intel), RDBMS Serv er
Solaris(SP ARC),
«device»
Window s
Web Client
«Use» DB2, Oracle, MS
SQL, SyBase
HTML,
Jav aScript «device»
«device» Web Application Serv er
HTTP Serv er OS Independant
MSIE, Mozilla,
J2EE, JAVA, JNI/C,
Firefox «Use»
XML, XSL, EC MA
Apache, IBM, Script
IIS, Sun Jav a
System
Window s,
Linux, Mac
WAS, Weblogic,
Tomcat
OS
Independant
AIX, Linux(Intel),
Solaris(SP ARC),
Window s

Asset Manager Application Designer
• Administration Tool for Asset Manager Databases
• Enables you to manage the databases and how
they are set up:
– connection, initialization, tests,
– addition of tables, fields and links in the database,
– customization of screens, migration, etc.
– Its high-performance, graphical interface, which lets
you easily browse the database structure (tables,
fields, default values, integrity rules, etc.) makes it an
effective tool for learning and analysis.

Integration Tools
Asset Manager contains a wide range of tools that facilitate its
integration with external applications:
• HP Connect-It enables you to easily create integration scenarios between
Asset Manager and a wide variety of other external applications, then test,
implement and administer them.
• Export Tool - A simple and high-performing export tool whose user-friendly
interface enables you to construct queries and produce text files, as well as SQL
views in the database. You can then use them to produce control panels and
reports.
• APIs that enable you to integrate Asset Manager with external applications that
are written in different languages while respecting the security and integrity rules
in place.
• An ODBC driver that lets you access Asset Manager databases in read-only mode
via layers of security of the integrity and presentation, and totally independent of
the database.
• DDE support, as client and server
• Import
• Integration with Distribution and Provisioning Tools
• Integration with Barcode Inventory Tools

Follow the Money
Typical IT Spending by Category
Total IT Spending by Category % IT Infrastructure and Operations
% Spending Breakdown
25 23
20 18
15 13
11
34
10
Labor
5
IT Assets 1
0
66
Spending on infrastructure and external service provision of services is the biggest part of
the IT portfolio
The Four Components of IT
Asset Management Financial
Physical The financial component typically
The physical data includes: covers:
• Inventory management • Preventative Management Controls
• Refresh/Retirement • Cost Transparency,
• Configuration management • Budgets,
integration, Financial • Cost and Spend Control,
• License tracking, • Chargeback
• Usage monitoring, • Operational Efficiencies
• Provisioning Controls • Investment-Based Service Costing
Physical Contractual
Virtual Contractual
Management and Governance The contractual component covers:
across all service delivery • Contract management,
methods. • Software license management,
Virtual
• Virtual Machines / LPARs • Infrastructure Standards enforcement
• Storage Area Networks • Supplier sourcing and catalogs
• Virtual Desktop Infrastructure • Vendor negotiations and management,
• Private , Hybrid Cloud • Supplier Service-Level Management.
• Public Cloud – PaaS, IaaS, SaaS
The HP Asset Management solution
Software Asset Financial

C Management Management C
o o
n n
t t
e Asset Portfolio e
n Tracking n
t t
Contract
Procurement
Management

Asset Portfolio Management
• Portfolio Management is the heart of HP Asset
Manager software.
• Can automate the collection of asset data
• Provide you with a clear picture of your IT assets,
their relationships and attributed costs.
• Helps you define and manage the complex
relationships among assets, contracts and costs.
• Provides inventory information.

Asset Tracking View

Contract Module
• Manage Software License Contracts
– Essential to prevent excessive over/under licensing
• Track Contract Terms & Conditions
• Manage Contract Expirations and other important contract dates
• Define processes for renewal and other events
• Eliminate Lease Return issues
• Cloud Contracts
• HP Asset Manager contains the IT Supplier & Contracts
Management Information System to support Supplier
Management
• The Supplier and Contract Management Information System is database or
structured document used to manage suppliers and contracts throughout their
lifecycle.
– SCMIS in ITIL 2011, SCD in ITIL v.3
– Part of Service Knowledge Management System

The Contracts module describes and
manages contracts of all types:
• Contractual conditions • Master Contracts
• Stakeholders • Lease Schedules
• Rents, loans and taxes • Blanket POs
• Expenses associated to • Service level Agreements
Contracts • Service Level Objectives
• Assets and personal • Maintenance Contract
charges • Insurance Contracts
• Lessor-Lessee procedures • Employee Usage
• Leasing contract Contracts
terminations
• Reports

Financial Management module
• Measure and communicate Cost of Ownership of
business services and understand the related assets.
• Track infrastructure asset and external services costs
– from the business units down to cost categories.
• Track labor time and costs of ongoing labor activities
applied to:
– Infrastructure assets;
– IT Component Groups that make up complex assets like
VM clusters, SANs and internal clouds;
– External utility services (cloud); and, the
– IT services that consume those assets.

Financial Management module
• Identify and communicate opportunities for cost
reduction by developing detailed evidence of
where costs are incurred.
• Manage infrastructure expenditures against
budgets. Reduce budget overruns through real-
time access to data.
• Build effective controls for meeting regulatory
compliance.
• Streamline budget processes for future planning.

Correlating the fiscal impact of Service
Delivery & Change Management
Rationalizing TCO and automating cost recovery
Business
Expense Lines (Debits or Credits) Asset
Service
Contract
Change
Examples of Expense Purpose: Request
• Purchase (Asset)
• Initial Payment (Asset)
• Initial Payment (Contract) Work
• Training Project Order
• Contract
• Rent
• Work Order
Procurement module
• Enforce company infrastructure and external service
standards.
• Control all IT item request processes and coordinate
with corporate purchasing.
• Streamline the Service Fulfillment lifecycle with
Asset Management and SACM.
“Centralized purchasing of IT assets is a best practice and good IT governance.”

- Gartner

Procurement Module - Requests
• Comprehensive Request Management
capability for bundled combinations of assets,
expense items, associated contracts, services
(external and internal).
• Provides positive control mechanism for
standardization of acquired items
• Facilitates optimization of costs by enabling
checks for reuse of items in stock before
issuing request to suppliers via procurement

Procurement Module
• Integrated with asset portfolio catalog in Portfolio
module (amModels), supplier catalogs, and service
catalog(s).
• Gain comprehensive , standardized control over IT
request and procurement processes through
visualization of the approval workflow within IT.
• Enables out-of-the-box enterprise resource
planning (ERP) or Purchasing system integration.
• Rarely actually used for actual Procurement
• Best practice is to use as the means to connect with corporate
purchasing system.

Software Asset Management module
• Establish effective governance of software and virtual
environments with risk-appropriate Internal Controls by
integration with software distribution tools; VM and Cloud
provisioning; VDI subscriptions, etc. to prevent unplanned
constructive liability.
• Reconcile license contract entitlements that you gathered in the
Contracts module against actual installation counts, user and
system entitlements, and, should you choose to, actual usage.
• Materially reduce license non-compliance risks while you target
cost reductions from over-purchase of software or cloud
capacity.
• Helps you track license counts and detailed software installation
information using data returned through automated discovery /
distribution tools (i.e., DDMi, SCCM, iQuate, Eracent).
• Licenses can be tracked to the level necessary per the license,
and application installations can be reconciled to application
software suites.
Software Asset Management: ITIL Architecture
Contract and
Discovery, deployment document
and metering tools management provide
provide context for the business record
what actually exists in validation necessary to
the software give the software
environment license reconciliation
process credibility
Asset Inventory tools

interface with Request Management
discovery, contract and Procurement
documentation and document the rights
procurement to acquisition process
provide accurate and provides interface
picture of license and to Supplier
installation inventories Management
Source: Rudd, Colin. ITIL V3 guide to software asset management. London: The Stationery
Office/TSO, 2009. 78. Print.

SAM
• Establish risk-appropriate internal controls
over acquisition of software, use of software
and VM/VDI subscriptions, distribution of
software
• ISO/IEC 19770 Compliance

The Repository
• The portfolio managed by Asset Manager is composed of whatever
it is that your company needs to manage. It is this need that defines
what goes into that portfolio.
• Asset Manager is composed of several modules that each share a
common repository, which describes the portfolio in a detailed
manner. This repository has:
• Classifications describing the assets
– companies, organizational hierarchy, locations, stocks, etc.
• Portfolio item models,
– organized hierarchically and characterized by their nature (equipment,
computer, software installation, consumable, etc.).
• The portfolio items themselves,
– which are linked to and based upon models, plus information about
their assignments and interconnections.
• Operational information
– requests, reservations, absences, etc.

The basic Natures governs the
management constraints
structure for of the portfolio
Portfolio Items Items . Defines how you
manage that class of item.
Models is the Asset

Portfolio Catalog .
Enable you to organize
your portfolio items.
Models can go from very
generic to very
specific.

The basic Natures governs the
management constraints
structure for of the portfolio
Portfolio Items Items . Defines how you
manage that class of item.
Models is the Asset

Portfolio Catalog .
Enable you to organize
your portfolio items.
Models can go from very
generic to very
specific.

Overflow Tables

Natures
• Asset Manager offers you three management types
that are suited to the value of items in your portfolio:
• Unique asset tag
– Individualized management (by asset)
• Unique or shared asset tag
– Collective management (by batch)
– Identical items that do not need to be tracked individually
• Free –
– Undifferentiated management (by untracked batch)
– Consumables

amModel and amNature
• The main tables used in portfolio management
are:
• The Models table (amModel) and the Natures
table (amNature).
• These two tables are prerequisites for creating
items in your portfolio.
– Portfolio items are based on a model.
– Models are based upon the Nature.
• The Models table enables you to
organize your portfolio

amPortfolio
• ALL Portfolio Items are recorded in this table.
• By using the detail of an asset you can access the detail
of a portfolio item.
• The Portfolio items table is linked to other tables,
which enable you to put these items into context:
– The Employees and Departments table (amEmplDept)
provides the items'
– users and supervisors.
– The Locations table (amLocation) provides their location.
– The Cost Centers table (amCostCenter) provides their
related expense lines.

amAssets
• The Assets table:
• Portfolio items with records in the Assets table can be tracked more
closely, since, here, they are linked to their corresponding financial,
technical and contractual information.
• This information is recorded in multiple tables with which the Assets table
is linked.
• Among the most important of these tables are:
– The Contracts table (amContract)
– The Work Orders table (amWOrder)
– The table of assets assigned to projects (amAstProjDesc)
– The Requests table (amRequest)
– The Purchase Orders table (amPOrder)
– The Receipt Lines table (amReceiptLine)

Asset Manager Implementation
Architectural Factors
• Geography
• Legal Entities
• Languages
• Currencies
• Leveraging Existing Investments
• Organizational Change Capabilities

Parameterization
• The parameterization of Asset Manager is remarkable in
that it can be implemented and tested from the application
itself:
• A simple right-click on a field, for example, enables you to
immediately make it mandatory. You can then test its
behavior and the result before saving the changes, which
then applies to all users.
• Only certain, important modifications require that you use
the external Asset Manager Application Designer tool.
• Thanks to its immense parameterization possibilities, Asset
Manager allows you to adapt it to the specific needs of
your company.

Asset Manager Application Designer
• Enables you to add new tables to Asset Manager.
• Asset Manager also lets you add supplementary fields and links to the
tables in its database, which can then be used by the entire application:
specific detail pages, list views, reports, APIs, etc.
• You can add three types of supplementary fields:
– Columns, which can be added to relational tables using Asset Manager Application
Designer.
• You can modify its properties: type, length, functional type (monetary, percentage, duration, etc.), destination (for foreign
keys), etc.
– Calculated fields, which are defined as the result of an AQL formula or a Basic
calculation program. They are not stored in the database and can only be used in read-
only.
– Feature fields, which can be defined. They offer a lighter solution, which is particularly
recommended for the implementation of columns containing little information – or, for
temporary additions between releases. These fields and links are implemented in rows
(one record per value) in the dedicated tables. Contrary to columns, they can be
instantly added to a database while it's being used. Yet, it has a few functional
limitations (no monetary conversion, certain limits on links, etc.).

Customizing the user interface
• Asset Manager Application Designer enables you to customize the
Asset Manager native interface by defining detail screens that are
different for each user that customizes them.
• Using Basic scripts, you can automatically display or mask tabs,
fields and command buttons according to the context, thus
improving the efficiency and interactiveness of the obtained
interface.
• Furthermore, the wizards can also be configured in Asset Manager
based on a powerful model using a declarative structure, AQL and a
Basic code.
• Finally, a certain number of existing external solutions (APIs, etc.)
enable you to define screens and Web platforms from outside of
the application.

Integrity Rules
• One of most original features of Asset Manager is that it
offers to define integrity rules at the level of the fields,
records and links.
• There are numerous types of rules, and each one offers a
unique ability to customize.
• We can define:
– A relevance rule, which can make a field or link relevant
(and thus usable and displayable) or not, according to the
context. For example, the user link is not relevant for an
asset in stock.
– Constraints on fields, which makes a field or a link
mandatory. For example, a link towards a stock can be
made mandatory for an asset in stock.

More Integrity Rules
• Constraints on the record, which imposes a consistency rule for a record's validity.
For example, an asset retired from the portfolio can only have a "non applicable"
value for its status.
• Integrity constraints between records. For example, an asset cannot be deleted as
long as it has existing expense lines.
• Default values, which apply to fields and links and are used when creating or
duplicating a record.
• Access-limitation rules, which make a field or a link read-only in the native
interface.
• Historization - The automatic generation of histories can apply to certain fields
and certain conditions. When it is triggered, the history automatically saves the
date, hour and author of a modification as well as the previous value of a field or
link.
• All these rules can be defined easily and by taking into account the context data by
using the combination of Basic scripts and AQL queries.
• Keep in mind that the synchronous workflows further extend the possibilities of
rule definitions and integrity automatisms.

Actions
• Asset Manager's automatic actions enable you to define:
– Complex transactions that involve several records or necessitate large
calculations.
– Launching wizards.
– Automatic dispatch of e-mails.
– Generation of reports.
– Launching external applications.
– Generation of DDE orders.
• If you use Asset Manager Application Designer, you can link
actions to contextual buttons defined by the user in the native
screens.

Wizards
• Wizards enable you to define the sequence of
screens that guide the user through a given
task.
• They are especially useful when:
– You want to group into one, single user
transaction a complex use case task that will
simultaneously impact several database objects.
– You want to help users perform an obscure task.
– You want to limit users to only one method of
performing a task.

Wizards
• Asset Manager is delivered with predefined wizards that enable you, for
example, to:
– Move users and assets from one location to another. The user chooses an
employee - and the assets belonging to the employee - and moves them all to
the new location. When all this information is supplied to the wizard, the
location is updated for the employee and the assets.
– Manage stocks simply. The user selects assets in stock, an employee and a
location. The wizard assigns the assets to the employee and the selected
location.
• Wizards are useful for both novice users and advanced users.
– Using wizards, a novice user can perform complex tasks more easily and
without needing an in-depth understanding of Asset Manager and its inner
workings.
– The advanced user can create new wizards or tailor existing ones to suit the
needs of the company's internal business processes.
• Custom creation of dedicated wizards requires the use of a scripting
language AQL and Basic.

Wizards II
• Wizards that exchange data with the Asset Manager database
– Data-entry wizards
• These wizards make it easier to enter data into the database and create records
from this data.
• For example, the Create/Modify delegations... (sysCoreDelegation) wizard guides you through
the steps necessary to create a record in the Employees and departments table.
• The information relating to the employee or department is collected by the wizard, which then
creates the corresponding record. The user does not directly enter any information into the
screen; the wizard does it all.
– Data-collection wizards
• Certain actions require the value of a field from the Asset Manager database or
even the value of a variable. The wizards in this sub-group help you gather this
information, then they pass it on to the action.
• E.g., the "Move user" wizard collects data about the assets to move, the user of these assets
and their new location. It then modifies the records corresponding to these items in the
database.
• Independent wizards
– Independent wizards are essentially wizards that calculate or display items.
– You can, for example, create an "Addition" wizard that displays the sum of two numbers
entered by the user.

When to consider
custom Wizard Development
• Wizard development is a choice to consider
when:
– the use case task is often performed
– training is more expensive than the cost of the
wizard.
• Consistency of execution of the use case task
is difficult to maintain.

Workflow
• The workflow system in Asset Manager:
• Makes it possible to formalize business processes using
workflow schemes:
– Who does what, when and how
• Supports the execution of instances of these processes in
compliance with the formal definition
• Makes available the information and tools required to
execute tasks, which are defined in activities and
associated with processes. A task may be executed
automatically or require the attention of a user.
• Offers metrics on the instances carried out and in progress

Workflow
• The aim of workflow is to organize business processes and how they are
implemented.
• To use the definition of the WfMC (Workflow Management Coalition - an
non-profit organization whose mission is to define, develop and promote
standards for workflow solutions), a process is "A set of one or more
linked procedures or activities which collectively realize a business
objective or policy goal".
• Managing these processes implies modeling working procedures and
taking into account all items linked to the working of the organization.
• The workflow system in Asset Manager:
– Makes it possible to formalize business processes using workflow schemes:
– Who does what, when and how
– Supports the execution of instances of these processes in compliance with the
formal definition
– Makes available the information and tools required to execute tasks, which
are defined in activities and associated with processes. A task may be
executed automatically or require the attention of a user.
– Offers metrics on the instances carried out and in progress

Workflows
• Workflows can be used to automatically
generate all kinds of procedures (calculations,
reporting editing, launching external applications,
etc.) at regular intervals. These same workflows
can inspect the database, trigger alarms, purge
obsolete data, launch automatic inventories, etc.
• Workflows can be triggered either by
modifications (creation, update or deletion of a
record) in the database, or at regular intervals.

Workflows II
• Asset Manager contains a comprehensive workflow engine that
simultaneously supports two types of functions:
• Asynchronous workflows, which can be used in particular to define
complex procedures with multiple users.
– are executed immediately within one single database transaction.
– Can be used to accelerate and increase the dependability of your
company's processes (e.g. the purchase-order authorization cycle).
Users have a list of tasks to perform, which is fed by the relevant
workflow activities. Users can start a wizard from this list that can be
used to perform (or notify completion of) this task.
• Synchronous workflows can be used to implement complex

integrity rules.
– For example, you can automatically propagate the modification of the
cost center's location to all its sub-locations.

Steps for Workflow
Workflow under Asset Manager makes it possible to implement company procedures.
Here are the steps to follow:
1 Analyze the procedures of your company that you want to formalize.
– DMADV – Define, Measure, Analyze, Design, Verify
– DMAIC – Define, Measure, Analyze, Improve, Control
2 Create:
– Workflow roles.
– Actions.
3 Create workflow schemes for which you define:
– Activities, events and transitions.
– Alarms.
4 Define the appropriate workflow execution groups. Associate each workflow scheme
with a workflow execution group.
5 Launch Asset Manager Automated Process Manager on one or more machines. For
each instance of Asset Manager Automated Process Manager, define the workflow
execution groups to be monitored and the monitoring parameters.

Reconciliation
• The Reconciliation module enables you to control how you update
records in Asset Manager using data obtained from external tools using
configurable business rules to enable your organization to compare what
has been discovered against what is recorded in the AM Repository.
• In this way you can control the information being used to feed your
database and implement a manual or automatic validation process using
your specific criteria to improve the trustworthiness (accuracy) of your
data.
• The Reconciliation module requires the use of HP Connect-It - provided
with Asset Manager.
• The database administrator can insert a script in HP Connect-It to define
the reconciliation rules.
• The updating of data in the Asset Manager database can be automatic or
manual depending on the conditions chosen by the user.
• One or more integration scenarios enable you to transfer data from an
external application to Asset Manager.
Reports
• Asset Manager includes several tools enabling you to calculate statistics
and generate graphical and table reports.
– Using calculated fields, you can calculate complex statistics for any object in
the database. This is done through the use of Basic scripts and SQL syntax.
These fields can then be inserted into lists and details (in read-only).
– The tree-structure of a list, as well as the fact it can be configured, enables you
to easily create interactive screens. You can also copy these lists manually and
paste them into charts or tables of other applications.
– Wizards can be configured to regularly display graphics and statistics defined
by the user.
– The Crystal Reports (runtime) generator is completely integrated with Asset
Manager and enables you to execute numerous, standard reports.
– Users possessing a Crystal Reports license can also create their own reports
and execute them with Asset Manager.
– Finally, the OBDC driver provided with Asset Manager enables you to use
practically all the report and table generators on the market, in particular,
those using Cognos and BusinessObjects.

Security
• Asset Manager's security model is one of the most extensive on the
market.
• Each user is assigned a profile that is defined based on three points:
– User rights: They define the information to which the user has access
according to the nature of that information. For example, you could assign HR
managers access to employees' social security numbers but hide this
information from Office managers.
– Access restrictions: They define the information to which users have access
according to whom that information belongs. For example, you could assign
the users of the Colby factory access to the records of other employees on
that site but not give them access to the records of users at the Swiss site.
Any condition can be used to filter the information accessible to users and
user groups.
– Functional rights: They define the functions that each user can perform on
data. For example, only authorized personnel can place an order.

Import
• An Asset Manager administrator can import
data into the Asset Manager database from:
– A single text file.
– Multiple text files.
– A full database.

Archival
• Archival allows you to archive data that you
feel is no longer necessary to be kept in the
database in full but for which you would like
to maintain a trace and keep the associated
records in the current database.
• For example, you might want to archive a
record associated with a retired computer that
is however still referenced at the accounting
level.

Messaging
• Asset Manager gives you the possibility of managing two
types of messages:
– Internal Messaging System - Messages issued from Asset Manager
and sent to the Asset Manager database.
– External Messaging - Messages created in Asset Manager and sent via
an external messaging system.
• Asset Manager manages message-sending by using the following protocol
types:
– AM (Asset Manager)
– SMTP
– MAPI
– VIM
• When receiving messages, Asset Manager only manages those messages
using the AM (Asset Manager) protocol.

Itemized Lists
• Itemized Lists enable you to standardize the values
in common, “drop down” fields.
• An itemized list is a list of values proposed by Asset
Manager for populating certain fields (standard fields
in a detail screen, or the value of a feature), e.g. Title,
Position, Country, Brand.
• The out-of-the-box Asset Manager database has
fields which are linked to two types of itemized lists:
– Custom itemized lists
– System itemized list
• prefixed with se (system enumerated)
• not customizable

Itemized Lists
• Stored in the Itemized lists (seItemizedList) table in the
database.
• List values are stored in the Itemized list values
(amItemVal) table in the database, and
• Linked to their corresponding lists in the Itemized lists
(seItemizedList) table.
• Note: Administrators can create new fields with Asset
Manager Application Designer that they can associate to
either a system or custom itemized list.
• Custom itemized lists can be closed (not modifiable by users) or
open (users can add new list entries).
• Whether an itemized list is open or closed can be changed by any
user who owns read/write access to the Itemized lists
(seItemizedList) table.
• Consider, therefore, this is an item for Security Controls

Historization
• Any modifications made to field values and
table links in the database can be tracked and
recorded.
• Every time you create, modify or delete a
value in a field for which the history is kept,
Asset Manager creates a history line in the
History tab of that screen.
• History can be on, off, or based upon a script.

History
• As soon as history is kept for at least one field or link, a History tab
appears in the record detail window for this table. "History lines" are kept
here, which describe in detail any modifications that have been made to a
field or a link.
• History lines contain several pieces of information:
– Modified on (SQL name: dtLastModif): Date on which the modification was
carried out.
– Author (SQL name: Author): Person who performed the modification (login,
name and first name).
– Field or link (SQL name: Field): Name of the field that has been modified
(short description).
– Previous value (SQL name: PreviousVal): Previous value of the modified field
(except for "comment" type fields).
– New value (SQL name: NewVal): New value of the modified field (except for
"comment" type fields). By default, this field does not appear in the list.
• Asset Manager behaves differently depending on the type of object that is
historized.

AQL – Advanced Query Language
• AQL is Asset Manager's internal querying
language intended to simplify access to the
Asset Manager database.
• AQL is comparable to SQL.
• Queries written in AQL are automatically
translated into the corresponding SQL
language of the database engine used.

Why AQL?
• Independence from database engine allows
migration from one underlying database engine
to another.
• Generates optimized SQL code according to the
database engine used.
• Simplified Access to the AM database.
• Note:
– Does not support DDL – data definition language.
– Data definition is handled in the Asset Manager
Application Designer.

Queries in Asset Manager
• Queries enable you to combine criteria concerning
information in a table or in linked tables.
• You can use queries to:
– Create filters on record lists.
• In this case, the queries are, in general, simple and based on the
"Where" clause.
– Define views.
– Define export conditions in the export module.
– Create SAP Crystal Reports.
– Create wizards.
– When you use the Asset Manager API.
– If Asset Manager is used as a DDE server.
• Asset Manager includes an editor that enables you to draw
up queries in AQL:
– Either indirectly by using the graphic interface.
– Or by writing the query directly in AQL.
Work Orders
• A work order is an operation carried out on a
portfolio item to resolve a problem: Service, user
support, repair, relocation, etc.
• Portfolio items can be involved in work orders
(maintenance or service) or can be included in
projects that necessitate their use (need IT
hardware for a long-term training session).
• Asset Manager Work Orders are, roughly,
analagous to Service Manager Request
Management Tasks.

Three Types of Work Orders
• Internal Maintenance
– Internal Work
– Container for tracking labor time expenditures on items
• On Contract Maintenance
– Work associated with a portfolio item already under a
maintenance agreement that need not be invoiced.
• Off Contract Maintenance
– Work orders not covered by the existing maintenance
contract or work orders concerning companies with which
no contract has been signed. In general, these calls are
invoiced.

Work Order Info
• Work orders are described as a tree structure of work orders (or sub-
tasks).
• You can create standardized Work Breakdown Structures to improve the
consistency of execution of work.
– Can be requested from the amModels table.
– Work Orders can be included as part of a Standard Request in combination
with requests for assets, associated contracts – to create a bundle of goods,
contracts, and services (internal and external).
• You can assign as many sub-tasks to a work order as you like – a great way
to coordinate work amongst different groups.
• A work order can be based on a work-order template. A template
describes a generic work order or a standard procedure. The information
defined in the template is copied over to the work order detail.
• Sub-tasks are also work orders. They enable a work order to be divided up
into elementary work orders. All sub-tasks must be performed for the
work order to be complete.
• The sub-task of a work order can be performed sequentially or
simultaneously.

Dashboards
• Asset Manager allows you to create dashboards
that include reports and statistics.
• A dashboard offers an executive view of
information to facilitate decision-making.
• Just like a car or airplane dashboard, it is meant
to include relevant and critical data to help you
anticipate problems and help the smooth running
of your company.
• A dashboard usefulness is thus directly linked to
the choice of indicators that are included.

Statistics
• Statistics are used to display database information in charts.
• Statistics cannot be displayed on their own and must be displayed
via a dashboard or a business home page. Making the statistics
viewable [page 120]
• Do not confuse statistics as described in this chapter with SAP
Crystal Reports statistics described in chapter Displaying a report
with automatic refresh (Windows client only) [page 97]:
– SAP Crystal Reports statistics are used to display a SAP Crystal Reports
report that can be updated automatically.
– When you display a statistics chart, you can zoom in on items of the
chart in order to display the records that are represented by the item.
Zooming is not possible with SAP Crystal Reports statistics.

Bar Code Inventory
• One quick and reliable way to inventory your company's assets and
monitor their movement is by using a bar-code reader to assist with
the data entry.
• The bar-code reader records the IDs of each asset (normally, via a
bar-code label placed on the asset) and some of the asset's
properties (location, user, brand, model) available in a printed bar-
code catalog.
• Asset Manager lets you generate a bar-code catalog in RTF format.
• You will need to do the following in order to make a complete bar-
code inventory:
– Select and acquire the appropriate bar-code readers
– Import and reconcile data inventoried in the Asset Manager
database (using the Asset Manager or HP Connect-It import
module).
ITIL v3 Configuration
Relationships among CIs
• A CI is a part of another CI
– Parent-Child Relationships
• Component Parts – Bill of Materials
– A server may contain blades
– A software product may contain modules
• Definitive Spares, replacements
• Compatible Parts
• Needs Discovery tool and IMACD discipline
• A CI is connected to another CI
• Physical Connection – Ports
• Needs Discovery tool and IMACD discipline
• A CI is installed on another CI
• Software Installations, utilizations, OEM installations
• DML – Definitive Media Library
• Discovery Tool and IMACD discipline
• A CI uses another CI
– Business Services - Client – Resource Relationships
• A program uses a module from another program
• A business service uses an infrastructure server
• Needs Application Mapping and IMACD discipline

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HP Asset Manager

A “new owner” introduction

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ITSM Getting ready

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“I KEEP six honest

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IT Financial Provides information critical to effective IT financial management.

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PPTs + Changes & Tasks

CIs CIs Service

UCMDB Data federation

Connect-It Data replication

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Budget info DCIM

Budgets PPM Asset

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Service Request Created Assignment -

Routing and Approval Process –

Work Order Created and

Automated Asset Setup/

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80’s Operations Run an efficient and responsive

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What the rest of the business – IT’s

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Network Management Services

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Software Asset Financial

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“Centralized purchasing of IT assets is a best practice and good IT governance.”

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