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1. Brand Model No Of Assets Access Point Hewlett Packard ProCurve AcessPoint 420 2 Desktop Hewlett Packard HP dx2480 MT VP563PA 1 Domain Controller VMware Inc VMware Virtual Platform Fl Printer Hewlett Packard HP Printer 1 Server VMware Inc VMware Virtual Platform 2 Switch Hewlett Packard ProCurve Switch 2650 CR ho To add a new part description for the Asset performs the following tasks Admin gt Asset gt Part Description Part Description Part Description Category Brand Model Other Components Component Update Copyright 2007 InsTIL All Rights Reserved Domain Controller VMware Virtu Domain Controller A VMware Inc VMware Virtual Platform Brand Model Description No records found Delete Reset Cancel 32 of 85 InsTIL W Confidence in IT 1 Click New Asset Management User Manual 2 Enter the Part Description Name The Part Description will be helpful at the time of Asset creation 3 Select the Category Name from Category Dropdown List box 4 The components related to the selected category will be displayed along with provision to enter the description for each component Select the Brand name Select the Model name Click the Save Button to save the record a ot AA Click Reset button if you need to reset the field entries Defining Asset Software The details of the software s available and their procurement details can be added to the So
2. User Name Domain Department Country City Location Floor Bay Barath precision com InsTIL India Banglore Forum Mall 2 Developement V C0426 precision com InsTIL India Banglore Bugle Rock 1 Accounts W Iniya precision com InsTIL India Mumbai Essel World 2 Sales W Sathesh precision com InsTIL India Mumbai vasai fort 4 HR V Sibi precision com InsTIL India Mysore Chamundi Hills 4 TElemarketing W Jai precision com InsTIL India Mysore Bylakuppe 3 IMS Y Ram Kumar precision com InsTIL India Chennai Besant Nagar 2 Telemarketing Y Manikandan precision com InsTIL India Delhi Rashtrapati Bhawan 2 RND Y Saravanan precision com InsTIL India Chennai Besant Nagar 2 Telemarketing Update Attendance Reset Cancel Utilities Reminders Warranty AMC Reminder Reminders are set for whom when and where the application should remind for Warrant AMC expiry dates is Utilities gt Reminders e mes Warranty AMC WEI le Alerts de yate Reminder Detail User Detail Vendor Name precision ml Department Select le Category Desktop Country Select Asset Group Desktop City Select Remind Before 1 Days Location Select Remind Later 0 Days Floor Select A Alert For Y Warranty L amc Bay Select x Y E Mail V Dashboard V SMS Alert By User Name Iniya z Update Delete Reset Cancel Copyright 2007 InsTIL All Rights Reserved 64 of 85 a ns L Asset Man
3. Just like any application InsTIL also require master information related to the assets users complaints service desk detail that needs to be created before the user or service desk or technician or IT Manager starts using this tool from their functional perspective The Site manager creates the company and relevant information The Site manager creates the InsTIL administrator who has the privilege of creating the master records related to the assets Similarly master records related to user service desk organization are created by the administrator InsTIL Wizard InsTIL wizard is the new feature enabled with the latest version of InsTILXpress This wizard helps the administrator to ease the process of configuring the major functionalities covered in InsTIL like Discovery of assets on the network Discovery of users from Active Directory and Configuration of Service Desk etc each from a separate wizard For example discovering the assets on the network the administrator has to create the domain information credentials for authenticating and create network name with IP ranges all in separate windows This wizard helps the administrator to create all Copyright 2007 InsTIL All Rights Reserved 7 of 85 D ns L Asset Management P Confidence in IT User Manual the above said master data information in a single process based configuration wizard The various wizards currently available in InsTIL are 1 Discover asset
4. 1 Enable the working days of the organization 2 Enter the start time and end time of each working day 3 Click Save button to save the entry created Copyright 2007 InsTIL All Rights Reserved 17 of 85 TH TE InsT Asset Management W _ Confidence in IT User Manual Defining Organization Department A department 1s an individual functional unit of any organization For example Account Finance Marketing Information Technology etc are all considered as departments Once InsTIL is integrated with the ADS the department details are automatically added to the department masters m admin gt Organization gt Department Department Department Y CORPORATE Directors SDP E SDPL YY SALES ITIL Fa Enterprise Solutions F Moss Y ERP Y Overseas Sales Page 1 of 2 Records 1 10 of 12 1 z z a Operation Click New Enter the department name Click Save button to save the entry created To clear the fields click Reset button ES SY To update an existing record select the record from the list and perform the required changes and click update 6 To delete an existing record select the record from the list and click delete Copyright 2007 InsTIL All Rights Reserved 18 of 85 ay InsTI L Asset Management CE Confidence in IT User Manual Defining Organization Country The below fig shows the option to create the country name where the organization 1s created This will
5. WL_ Confidence in IT Action AMC Bulk Update Asset Management User Manual InsTIL also provides the facility of updating the Annual Maintenance Contract detail of all the assets in bulk This eliminates the work of updating the Annual Maintenance Contract detail done asset by asset in the normal course Admin gt Asset gt Asset VN AMC Bulk Update Warranty AMC No Coverage 9 Warranty AMC No Coverage Vendor Name HP From Date 11 07 2012 al To Date 11 30 2012 Ea Filter AMC No Coverage 9 AMC No Coverage Support Contract Name Dell v Start Date 11 01 2012 aE End Date 11 16 2012 ea Contract Order No 3R13EREW Contract Date 11 01 2012 a Invoice No 34TW323 Invoice Date 11 01 2012 a Payment Voucher No ASWE234 Payment Date 11 01 2012 Sal y Asset Id Asset Description Expiry Date v 8 1 saturn instil com INA93704HL 06 28 2013 Update Reset Cancel Operation 1 Click AMC Bulk update 2 Ifthe administrator wants to update the assets from Warranty to AMC 3 Select Warranty and choose the Vendor name 4 Click Filter 5 All the Assets of the selected vendor name which is in warranty period is displayed 6 Click AMC and fill the Support details for the asset 7 Click update button to update the changes performed Copyright 2007 InsTIL All Rights Reserved 50 of 85 Action Custom Report Asset Management User Manual Custom report is enabled for the administrator to generat
6. Adobe Reader 9 5 1 SN AUA ANAA AN A ANAN AE ANANA ANNAA Adobe Shockwave Player 11 6 AviSynth 2 5 BATPRB Belarc Advisor 8 1 Bug Tracker 2 9 8 Unlimited User License CanSecure Retail Compatibility Pack for the 2007 Office system CPUID CPU Z 1 55 Critical Update for Windows Media Player 11 KB959772 Crystal Reports Basic for Visual Studio 2008 EditPlus 2 Extron Electronics EDID Manager Foxit PDF IFilter Foxit Reader FreshDiagnose Google Chrome Hotfix for Microsoft NET Framework 3 5 SP1 KB953595 Hotfix for Microsoft NET Framework 3 5 SP1 KB958484 Insurance Version 11 2 202 235 11 3 300 257 9 5 1 11 6 4 634 12 0 6612 1000 10 5 0 0 1 0 0 14 2 1 1 1503 19 0 1084 56 Hardware Software Baseline i Installed Publisher Date Adobe Systems Incorporated Adobe Systems Incorporated Adobe Systems den 04 12 2012 Adobe Systems Inc Microsoft 11 28 2011 Corporation 10 08 2010 Microsoft Corporation 10 29 2009 Business Objects 10 09 2009 Extron Electronics 11 02 2010 Foxit Software 01 11 2012 10 27 2010 Google Inc 04 17 2012 Microsoft Corporation Microsoft Corporation Asset Management User Manual Installed Location C WINDOWS system32 Adobe C Program Files CPUID CPU Z C Program Files Extron EDIDManager C Program Files FreshDevices FreshDiagnose C Documents and Settings LocalService Local Settings Application Data Google Chrome Applic
7. Defining Asset Device Type The device type of the assets can be added manually apart from the already discovered device type when the auto discovery process is done For each device type the number of assets available is also shown Admin gt Asset gt Device Type Qa JN Device Type O Microsoft Windows Server 2008 R2 Standard Device Type No Of Assets P Microsoft R Windows R Server 2003 Enterprise x64 Edition Jf Microsoft Windows Server 2008 Standard P HP Printer ProCurve AcessPoint 420 ProCurve Switch 2650 CR A Microsoft Windows 7 Enterprise y Testing O ie pp IN jp ie ie e Page 1of1 Records1 8o0f8 M 4 1 gt Goto 1 Operation The below fig represents the create option for Asset Device Type The administrator can create the Device Type as shown in the top panel of the screen Admin gt Asset gt Device Type Sail Device Type O Device Type Microsoft Windows 2008 ENT Update Delete Reset Cancel Copyright 2007 InsTIL All Rights Reserved 28 of 85 ay InsTI L Asset Management fe Confidence in IT User Manual pd Click New Enter the Device Type Click Save to save the record Click Reset button to reset the entries oS SS PS Click Cancel button to cancel the process Defining Asset Component The below fig represents the create option for Asset Component The Components that will be part of the Asset Family can be created here The application is defin
8. _ Confidence in IT User Manual Reports InsTIL application has the option to generate reports related to the Asset Call Details Escalation and Alerts and Notifications These reports can be customized and viewed in detail for various types of grouping which are provided in the application The available reports can be scheduled in Reoccurrence type of Daily Weekly and monthly and reports triggered to various roles in the application The reports related to Assets includes Asset 1 Asset detail e Asset linking e Asset group e Brand e Department e Category e Location e User classification e User linking e Vendor 2 AMC Reminder e Asset group e Category e Brand e Department e Location e Vendor 3 Warranty Expiry e Asset group Copyright 2007 InsTIL All Rights Reserved 72 of 85 i lj i if i ow InsTIL y Confidence in IT Category Brand Department Location Vendor 4 Asset Transfer User User Detail The user details can be viewed using this group Asset Physical verification report Baseline report Call Analysis Call Details The reports related to Call Analysis includes Incident Time wise Based on priority call type and user Incident Day wise Based on priority call type and user Incident Monthly Based on priority call type and user l 2 gt 4 Call Detail o Asset e Call category e Call origin e Call status Technician status Copyright
9. 06 05 PM 0 Page lofi Records 1 4of4 M 4 1 E MA Goto 1 1 Click Next to configure the settings for discovering the Asset serial number for each asset 2 There are three priorities given for the capturing the Asset Serial Number as shown below Asset Serial Number y Priority 1 9 BIOS Serial Number MAC Address System Name or IP Address Priority 2 BIOS Serial Number MAC Address System Name or IP Address Priority 3 BIOS Serial Number MAC Address System Name or IP Address 1 Click submit to save the record and click Next to proceed with the next step Click the Discover icon to start the asset discovery for the specified IP range The assets in the specified range are automatically discovered and imported to the application Click Next for scheduling a network scan Click Save to save the entry created 2 3 4 5 Select the network name category and re occurrence type 6 7 Click next to configure the various services available in InsTIL 8 Click Finish to complete the wizard configuration Similarly wizards can be used for configuring other two major features Active Directory Import amp Service Desk configuration Copyright 2007 InsTIL All Rights Reserved 10 of 85 D L nsI L Asset Management a Confidence in IT User Manual Quick Link Quick Links 1s a bullet functionality which provides short cuts to Administrators to perform a specific function The quick links are available for the
10. Description City Chennai Fax No Mobile No 9876356489 Mail Id Add Name Address City Phone No Mobile No Fax No No records found Update Delete Reset Cancel E Admin gt Organization gt Vendor Vendor General Contact Details SLA Detail Response Time Category Resolution Time SLA Type Call Category Up Time Product Group From Date To Date SLA For Server Update Delete SLA Type SLA For Response Time Resolution Time Uptime JS Category Server 00 15 00 30 99 JS Category Desktop 03 00 05 00 90 Update Delete Reset Cancel Copyright 2007 InsTIL All Rights Reserved sales abc com 042 87532132 steve nich abc com Mail Id Description 00 15 HH MM 00 30 HH MM 99 06 15 2012 Ea 06 18 2012 Ea Start Date End Date 06 15 2012 06 18 2012 10 31 2012 12 31 2012 24 of 85 TH Th InsT Asset Management 8 W _ Confidence in IT User Manual Operation Click New Enter the Vendor name address and the Vendor Escalation Email Id Click Contact details tab Enter the contact name mobile number and other details of the Vendor Click Add to save the entry created Click SLA details tab Select the SLA type as Call Category or Category Select the SLA for the selected SLA type a A A AA A a a Enter the response time and resolution time Enter the Up Time for the SLA peek fk O Select the From date and To Date for the validity of the SLA with the vendor from the d
11. Operation 1 Select Warranty AMC No Coverage Depreciation Insurance Hardware Software Baseline Warranty AMC No Coverage Support Details Support Contract Name Select Start Date End Date Cost Contract Order No Contract Date Invoice No Invoice Date Payment Voucher No Payment Date System Date User Specified Reset Cancel 73 NOD 2 Enter the purchase detail of the asset like the Source Supplier name PO Number Start date end date of the warranty period etc 3 IfAMC enter the support details like the Support Contract name PO number start date end date of the AMC period etc 4 If No Coverage both the purchase and support details can be entered Copyright 2007 InsTIL All Rights Reserved 44 of 85 Asset Management User Manual Depreciation The depreciation value for the entire life time of an asset is automatically calculated and displayed here The administrator also has the privilege to change the type of depreciation method and find the value for each asset J Admin gt Asset gt Asset Asset General Purchase amp Support SLA Depreciation Insurance Hardware Software Baseline Depreciation Details Assessment Year 2013 y Method 9 Straight Line Declining Balance Depreciation 40 Life Time of Asset In Years 2 Claim For Whole Year Days Elapsed Preview Purchase Value 30000 Date of Purchase 11 Jun 2012 Financial Year 1 April to 31 March Curre
12. User Manual 4 User 5 Technician 6 IT Manager System Configuration InsTIL can be deployed on a system that runs on Windows XP or above As the application come to the user with a bundled MSDE database investment on an exclusive database is minimized However depending on the volume of internal transactions the user is provided the flexibility of using Microsoft SQL server also InsTIL is developed using Microsoft NET and therefore it can be accessed from most popular browsers User Access Levels The functionalities of various roles of InsTIL are listed in the table below ROLE FUNCTIONALITY Site Manager Managing and creation of companies and maintaining their licenses Creation of Administrators for each compan Administrator Network scan User synchronization through ADS Auto Service desk functionality Customizable E mail alerts Incident Template creator Knowledge base and FAQ Report generation Incident intimation Call Classification Call closure Service Desk Call logging on user absence call classification calls assigning re assigning Remote Desktop Technician Call updating upon actual investigation amp Diagnosis Call Re classification Copyright 2007 InsTIL All Rights Reserved 3 of 85 Ti TE InsT Asset Management W Confidence in IT User Manual A Call Logging on User absence Overall management and reporting 3 0 Getting Started After generation of lic
13. and select the domain name from the dropdown list Enter the domain administrator username and password a Se eS a lS Click Save to save the credential created Copyright 2007 InsTIL All Rights Reserved 37 of 85 AS InsTIL Wu Confidence in IT Defining Asset Network scan Asset Management User Manual This feature enables the administrator to scan the available networks and discover all the devices with a range of IP s Both the WMI and SNMP devices that have been discovered can be imported into the application Admin gt Asset gt Network Scan a 3 Network Scan Last Discovered 6 11 2012 3 45 08 PM 6 11 2012 3 28 30 PM 6 11 2012 3 27 22 PM 6 11 2012 4 06 05 PM New Network Discover Mode From IP To IP Q Gf 172 16 2 0 Online 172 16 1 105 172 16 2 176 Q Sf Access Point Online 172 16 1 46 172 16 1 49 A P Printer Online 172 16 6 49 172 16 6 49 A Pp Router Online 172 16 1 1 172 16 6 254 Page 1of1 Records 1 4of4 M 4 1 MI Goto 1 Operation To add a new network perform the following tasks Admin gt Asset gt Network Scan gt Network Scan Network 172 16 2 0 Discover Mode Online From IP 172 16 1 105 To IP 172 16 2 176 Update Delete Cancel 1 Click New 2 Enter the Network name and select the Discover Mode from dropdown list 3 Enter the range of IP s within this network 4 Click Save button to save the record 5 Click Delete button to delete the record 6 Click Reset button to reset
14. be helpful to map the Asset Once InsTIL is integrated with the ADS the country details are automatically added to the country masters i Admin gt Organization gt Country pn Country New Country India f usa Dubai Page lofi Records 1 30f3 1 Goto Operation 1 Click New 2 Enter the Country name 3 Click Save button to save the entry created 4 To clear the fields click Reset button gt To update an existing record select the record from the list and perform the required changes and click update 6 To delete an existing record select the record from the list and click delete Copyright 2007 InsTIL All Rights Reserved 19 of 85 D L nsI L Asset Management a Confidence in IT User Manual Defining Organization City The city where the organization is located 1s created using this option The below fig shows how to add a new city P Admin gt Organization gt City C H City New Filtering Country City ff India Chennai P USA chicago ff Dubai sharjah Fage lofi Records i 3o0f3 1 Goto Operation 1 Click New 2 Enter the city name and select the country name from the drop down list 3 Click Save button to save the entry created 4 To clear the fields click Reset button 5 To update an existing record select the record from the list and perform the required changes and click update 6 To delete an existing record select the record from the list and click delete Copyr
15. save the new password created Note Domain User s password can be changed only in the ADS Task Task can be created and assigned to self and groups Some of them include l 2 3 4 Backup Tasks Preventive maintenance task Information on meeting Etc Re occurrence is set for Daily Weekly and Monthly frequencies Copyright 2007 InsTIL All Rights Reserved 83 of 85 a D a nsl L Asset Management Confidence in IT User Manual Utilities gt Task Y Task Subject Backup InsTIL Database Department Select l Start Date 10 22 2011 a Country Select A Due Date 12 22 2011 E3 City Select Priority Level High a Location Select we InsTIL database full backup User Name Content AGASARAVANAN Enterprise Akthari Begum SDP Alert By Y E mail Y Dashboard Y sms om Re Occurrence Daily Weekly Monthly Balachander A aie El Balachander ERP y Time 08 30 HH MM Save Reset Cancel Operation 1 Click New 2 Enter the Subject Brief outline of the task to be set 3 Enter the From Date The task will be triggered starting from this date 4 Enter the Due Date of the task 5 Set the Priority level High Medium and Low 6 Enter the Content of the Task 7 Select Alert By either through his dashboard or E mail 8 Select the frequency of occurrence of the task daily weekly or monthly 9 Enter the time or day according to the re occurrence 10 Select the user names whom the
16. the user name from the list and click _ ss button 7 Click update button to update the modifications made Copyright 2007 InsTIL All Rights Reserved 62 of 85 D ins TT L Asset Management a _ Confidence in IT User Manual Defining User Attendance Permission This feature enables the administrator to give attendance access rights to all users in a bulk fashion The attendance permission can be enabled for all users by the administrator using selection criteria like Domain Department Country City Location Floor and Bay Operation 1 The users can be filtered based on domain department country city location floor and bay Select the above said parameters from the dropdown list Click Filter The list of users will be shown based on the parameters selected oo ey ae Ae Select the user for which the attendance permission is to be enabled or to provide permission for the entire user in the domain select the User name check box 6 Click Update attendance Admin gt User gt Attendance Permission Attendance Permission Domain precision com A Department InsTIL Country India City Chennai A Location T Wagar e Floor 4 Bay HR A _Filter _Reset Copyright 2007 InsTIL All Rights Reserved 63 of 85 Asset Management User Manual InsTIL J Confidence in IT Attendance Permission amp Admin gt User gt Attendance Permission
17. 2007 InsTIL All Rights Reserved Asset Management User Manual 73 of 85 TH Th InsT Asset Management 8 W _ Confidence in IT User Manual e Call analysis e Technician performance e FLS report e Maximum Calls Asset e Maximum Calls Call category e Maximum Calls Duration e Maximum Calls Engineer e Maximum Calls User e Re occurrence e Wrong classification e User e Time sheet e Call Summary e Call Priority Summary e Technician Pending calls e Technician call summary e Category based calls e SLA Report e Deviated Pending calls Engineer wise e Incident at a glance report e Summary reports e Location wise call report e Periodical call report Copyright 2007 InsTIL All Rights Reserved 74 of 85 Ch ns L Asset Management T Confidence in IT User Manual SLA Analysis e SLA analysis IT Organization e Attendance report Alerts and Notification 1 AMC Warranty and SLA reminders 2 Task reminders 3 Escalation Details 4 SMS Custom Reports Sample Custom report is shown below L Reports gt Asset B Asset Asset Detail AMC Reminder Warranty Expiry Reminder Asset Transfer Asset Physical Verification BaseLine Software Distribution 13111111 Software License Report Type Detail Copyright 2007 InsTIL All Rights Reserved 75 of 85 InsTIL Confidence in IT Asset Management User Manual Operations Select the report t
18. 2012 a Update Delete Reset Cancel 1 Click New 2 Enter the user classification name The user class name is fixed for which the Service Level Agreement applies SLA when the SLA type 1s selected as User in Service Desk Enable Add SLA Enter the response time The time frame within which the service has to be attended Enter the resolution time The time frame within which the problem needs to be solved Enter the uptime Click Save button to save the record created eo ee A Click Reset to clear the entries created Copyright 2007 InsTIL All Rights Reserved 56 of 85 D L nsI L Asset Management a Confidence in IT User Manual Defining User Active Directory The application can be integrated with ADS and all the users in the ADS can be imported to the application The users can therefore log calls with their respective domain login The administrator can add all the users into the application using any domain credential a Admin gt User gt Active Directory ES Active Directory OL BP instil com AN NY Domain Page lofi Records 1 1of1 M 4 1 E MEA Goto 1 i Operation To synchronize the users from the Active Directory perform the following task 1 Select the Import icon for the respective domain for which the ADS synchronization is to be done The domain user name and password are obtained from the master data Select from which OU the users are to be imported and click Import The screen shows
19. AS InsTIL Asset Management CE Confidence in IT User Manual Table of Contents kO General Informatio essene DE ETEEN T EEEE TAE A 2 O T N e E T E T o In IA 2 ido vi MUS AAA PA 2 LS Y CO SUI a A A T EA E E AE E E E OTET 2 gt on AAA PP E E EE E E E E 3 NSE CSS E e Po A A A 3 SOGI a A AA a 4 MOI tota E 4 COMPANY o AA A AA 5 Hi AAA II II AE oveuaea ue A 5 Srey nner aba DA 5 Database ee CU AN nacidas 5 NO es 5 License DES rien 5 Manat ine Admi 6 A E E E II IA 6 IUE ER Za S AE E E EE E E E E EIE E 7 aire a E a EE EA EE A E E E A A E E E EA eoteteneseees 11 AOO aZ O e e Pf E E OO E A A 12 Donning Oreamization Company serseri a aa a EEEE ARSi 12 OPEL dea 15 RS SC PE o Un APP E E E ll UE A 27 To V EN EEE E E EE E E E recae 42 NISC E nn E TI T ET EE EEA EEES 55 C G eren AE ENEE EENE EE AAE E E EEA A E E N A EA A A E 64 LOE E E A EAE A A A EA ETA 64 ls A PP e 67 Chanos Password acct csc EE cesses verte P EE E E E E A EE E TE 67 Ta E N geese pease AA EET E e E 69 Schedule NetWork 0 Maa 70 BC MG o De Lo Yossie risers eres EEn EE E A A 71 ASS Oi aa 71 REDO m dico timo italia 72 e oo E E eo A 73 EEE T A ee eee o A a etn trated N ete a nee aloe eee tees 73 Casio ePOS nr cota 75 Losas la 6 ol eee ee ee oe ee eer nee E eee een ree re eee ere ere 81 Oil APA o ou E o A PEO EA 82 Copyright 2007 InsTIL All Rights Reserved l of 85 AS InsTI L Asset Management Sp Confidence in IT User Manual 1 0 General Information S
20. Chennai T Nagar 2 India Delhi Raj Ghat P India Delhi Rashtrapati Bhawan Page 1 of 3 Records 1 100f21 M 4 B 2 3 gt 8 Gato 1 Click New To clear the fields click Reset button A eS E and click update 6 To delete an existing record select the record from the list and click delete Copyright 2007 InsTIL All Rights Reserved Click Save button to save the entry created Floor Accounts Developement Testing Deployment Sales Telemarketing PreSales HR IMS RND Enter the Bay name and select the location and floor from the drop down list Asset Management User Manual Filtering Bay To update an existing record select the record from the list and perform the required changes 23 of 85 Defining Organization Vendor Asset Management User Manual The Vendor details of the organization are created in the Vendor master The contact details and the SLA details of the vendor can also be added Admin gt Organization gt Vendor v E Vendor General Contact Details SLA Details Name HP Phone No uiian Old No 150 New No 22 1st Floor A Vendor Escalation 1 E Mail Id City Chennai Vendor Escalation 2 E Mail Id Pincode 600017 Vendor Escalation 3 E Mail Id Update Delete Reset Cancel E Admin gt Organization gt Vendor v Vendor General Contact Detail SLA Details Contact Name Mr Steve Nicholas Phone No Address a oe Pen y Contact
21. The Internal URL is given so that when a mail is triggered the Internal URL is also displayed in the mail so that the user can log into the application from the URL which is displayed 4 Enter the Service Desk Phone Number 5 Click Browse to Add the Company logo so that 1t appears on the screen Copyright 2007 InsTIL All Rights Reserved 12 of 85 a L nsl L Asset Management W_ Confidence in IT User Manual 6 Click Update button to update the records Defining Organization Mail Server Setting The below screen shows the Mail Server Setting This screen enables the Administrator to provide the SMTP server settings for the mail triggering functionality in InsTIL There 1s an option provided for the administrator to enter the secondary mail server information if required Admin gt Organization gt Mobile Phone Settings Mobile Phone Settings Clear Mobile Phone Settings From Database Device Type Mobile Phone oe Port Name Select se Baud Rate 300 A Data Bits 8 A Stop Bits 1 oe Parity Bits Even A SMS Center Number SIM PIN Service Desk Mobile Numbers 9940680126 Note Please Enter Multiple Mobile numbers seprated by Commal _Test Message Settings Save Reset Operation 1 Enter the information of SMTP server IP and port details 2 Select the mail format as either HTML or Plain text The email content appears based on the format selected Enter the credentials required for
22. a Asset Group Asset Group Desktop Remarks SLA Details Vi Add SLA Response Time 00 10 HH MM Resolution Time 00 40 HH MM Up Time 100 From Date 11 01 2012 a Update Delete Reset Cancel l Click New 2 Enter the Asset group name for defining the SLA Example Server Assets 3 Enable Add SLA 4 Enter the Response Time for SLA The time frame within which the service has to be attended 5 Enter the Resolution Time for SLA The time frame within which the problem needs to be solved Enter the Up Time for the Asset Group Enter From Date Click Save Button to save the Asset group created A A Click Reset button 1f you need to reset the field entries Copyright 2007 InsTIL All Rights Reserved 35 of 85 AN InsI L Asset Management W_ Confidence in IT User Manual Asset SLA Bulk Update This option is helpful when an SLA 1s to be applied to a particular group of assets All those assets can be selected and applied with a specific SLA Admin gt Asset gt Asset Group Asset SLA Bulk Update Asset Group Desktop B SLA Response 3 hed Resolution gt al Time 00 20 HH MM Time 00 40 HH MM m From ip F UpTime 100 a Date 11 01 2012 Asset Id Asset Description Asset Group iw 8 1 saturn instil com INA93704HL Desktop L pdate Reset Ca ncel Operation 1 Click on Action and select Asset SLA Bulk update 2 Select the Asset Group name for which the SLA is to be update
23. administrator is given the provision to add component information of the assets like Processor Memory Ethernet Logical drives and Hard disk etc J Admin gt Asset gt Asset o ra Asset O General Purchase amp Support SLA Depreciation Insurance Hardware Software Baseline Last Discovered Date Time 10 30 2012 03 38 PM O System Information Edit Operating System Edit IP Address 172 16 1 105 Operating System Microsoft Windows 7 Enterprise System Name saturn instil com Build Number 7601 Brand Hewlett Packard Service Pack Service Pack 1 Model HP dx2480 MT VP563PA Digital Product Id BBBBB BBBBB BBBBB BBBBB BBBBB Domain instil com Product Id 55041 006 2594611 86072 BIOS or Installed Date A Installed Location C Windows Brand Phoenix Technologies LTD Model Last Logged User Serial Number INA93704HL Last Logged User RAM Version HPQOEM 42302e31 Last Logged Domain InsTIL com Manufacturer Date 05 14 2009 Processor Add Brand Model Clock Speed Serial Number Device Description Family Type y P X X GenuineIntel Pentium R Dual Core CP 2 60GHz Intel Processor Intel64 Family 6 Model 23 Stepping 10 Memory Add Brand Model Slot Capacity Serial Number P X None Slot1 1 GB None P X None Slot2 1 GB None Copyright 2007 InsTIL All Rights Reserved 47 of 85 AN InsTIL w _ Confidence in IT Software General Purchase amp Support Depreciation Software Software Name jf Adobe Flash Player 11 ActiveX J Adobe Flash Player 11 Plugin
24. agement Confidence in IT User Manual Operation 1 Click New 2 Select the Vendor Name from where the Asset has been purchased 3 Select the Category name of the Asset for the selected vendor 4 Select the Asset group for the Asset 5 The Reminder can be set before and after the expiry date 6 Select the location detail of the Asset using the filtering option 7 Select whether the Reminder is to set for Warranty AMC 8 Select Alert By as E Mail Dashboard SMS 9 Select the user names whom the reminder has to be triggered 10 Click Save button to save the record created 11 Click Reset button to reset the entries 12 Click Cancel button to cancel the process SLA Reminder Reminders are set for SLA expiry dates When the SLA of the Vendor is about to expire a reminder is triggered in the Dashboard E mail SMS alerts to the user _ Utilities gt Reminders oa G SLA Reminder SLA Reminder Alerts Configuration Detail Location Detail Vendor Name precision mw Department Select A Call Category ey Select ES SLA Type O Category City Select Ka Product Group Location Select SLA For Desktop v Floor Select i Asset Group Desktop Bay Select v Remind Before 1 Days User Name Remind Later 0 Days Alert By V E Mail Y Dashboard V SMS Jai Update Delete Reset Cancel Copyright 2007 InsTIL All Rights Reserved 65 of 85 i lj i if i aN InsT Asset Manage
25. any based 1 Choose start date The period when the license begins 2 Choose end date The period when the license ends 3 Enter the no of service desk and no of assets 4 Click Save button Copyright 2007 InsTIL All Rights Reserved 5 of 85 Home Company Details Company Code Company Name SQL Server PI Precision Infomatic Pyt Ltd localhost sqlexpress Asset Management User Manual D gt Address Chennai 600017 gt 77 Edition A EUA Start Date 05 25 2011 Phone Number 044 42199500 End Date 06 24 2011 Grace Period 2 Dayis Status Active vv z No of Service Desk pe Database Credentials No of Asset 500 Asset Allowance 25 Asset s Database InsTIL_PI License Type Multiple Login Name sa No of Company al Be License For Company Based Password pp eeeeeee 3 Version 3 WSF Test Connection Build Version gt V3 7 0 001 Modules Module Asset Management Incident Management Asset Management of Product Support Product Support Incident Management Plus BE er E Incident Management EH License Details a Incident Management Plus AY Start Date 05 25 2011 3 End Date 06 24 2011 3 No Of Service Desk D Available Count O No Of Assets Available Count 250 Save Cancel 3 Managing Administrator Operation 1 Select the Administrator link from the respective Company name 2 Provide the details of Administrator like User Name Login Name Passwo
26. ate time picker 12 Select the Status of the SLA 13 Click Add to save the entry created Copyright 2007 InsTIL All Rights Reserved 25 of 85 AS InsTIL Confidence in IT ar ial Defining Organization Insurer Asset Management User Manual The details of various insurers registered with the organization can be created here The details include general and contact details of the Insurer Y Admin gt Organization gt Insurer Insurer Contact Details Insurer Name United India Insurance Phone No 22 Pycrofts Road Fax No Address ej a Royapettah E Mail Id City Chennai Pincode Update Delete Reset Cancel 2 Admin gt Organization gt Insurer Ky Insurer General Contact Name Mr Vinay Kumar Phone No 22 Pycrofts Road A Address Royapettah Contact Description City Chennai Fax No Mobile No 9087612561 E Mail Id Add Name Address City Phone No Mobile No Fax No No records found Update Delete Reset Cancel Operation To add a new Insurer perform the following task l Se A Click New Enter the Insurer details like Name Address Email id etc Click Contacts tab to enter the contact details of Insurer Enter Contact Name Contact Number Email id etc Click Add to create contact information Click Save to save the entry created Copyright 2007 InsTIL All Rights Reserved 044 89709654 info uli com 600092 042 24765432 vinay kumar uii com E Ma
27. ation The administrator is given the provision to add software information like Software name Version Publisher Name and date of installations etc Copyright 2007 InsTIL All Rights Reserved 48 of 85 a h InsTIL Asset Management i W Confidence in IT User Manual Baseline The baseline tab indicates information 1f there is any changes in the hardware and software configuration of the asset The application sends an alert to the administrator 1f there are any configuration changes to the assets This can be enabled in the settings menu of the Administrator E Admin gt Asset gt Asset o Asset General Purchase amp Support SLA Hardware Software Baseline All baseline history Start Time Ea End Time Ha Filter Hardware Scan Date Description Status 10 21 2011 3 33 51 PM 500 GB Harddisk Model ST950032 545 USB Device Removed 10 21 2011 3 33 51 PM I Logical Drive Total Space 107 GB Volume Serial Number 19682432 Removed 10 21 2011 3 33 51 PM J Logical Drive Total Space 107 GB Volume Serial Number AB812490 Removed 10 21 2011 3 33 51 PM K Logical Drive Total Space 285 GB Volume Serial Number B840B150 Removed Software Operating System The administrator can choose any of the alarms displayed in the grid and perform the following action a Acknowledge b Delete c Raise an Incident Copyright 2007 InsTIL All Rights Reserved 49 of 85 AN Ins TIL
28. d 3 Enter the Response Time for SLA The time frame within which the service has to be attended 4 Enter the Resolution Time for SLA The time frame within which the problem needs to be solved Enter the Up Time for the Asset Group Select the Date of Expiry Select the assets for which the SLA applies Click Save Button to save the SLA updates Se A Click Reset button if you need to reset the field entries Copyright 2007 InsTIL All Rights Reserved 36 of 85 aN InsI I L Asset Management W _ Confidence in IT User Manual Defining Asset Credentials This form is used to create credentials for the purpose of doing auto discovery There are two types of credentials that are defined a WMI credential b SNMP credential z Admin gt Asset gt Credential R Credential Filtering Mame Description Discover Mode Type 2 InsTIL WMI Online WMI Fa Techconet wW MI Online WMI Hena Online WMI Xena workgroup Online WMI 2 SNMP Online SNMP Fage 1 of 1 Records 1 50f5 1 Goto Steps to create SNMP credential Click Add new credential Enter an SNMP credential name Select SNMP Enter the community string value as public Enter the timeout as 2000 milli seconds ee A YS A Click Save to save the credential created Steps to create WMI credential Click Add new credential Enter a WMI credential name Select WMI In WMI the credentials are created through workgroup or domain Click on Domain as credential type
29. e Domain v vikas 1 VIKAS TECHCONET CO IN VIKAS TECHCONET CO IN Last Login Date 10 22 2011 12 21 13 PM techconet co in Y mirunalinip 1 MIRUNALINIP TECHCONET CO IN MIRUNALINIP TECHCONET CO IN Last Login Date 10 22 2011 12 21 40 PM techconet co in Confirm Cancel Action Delete This option is provided for the administrator to delete the asset entry from the asset list Defining Asset Insurance Policy The various insurance policy registered with the Insurer can be created here The information pertaining to the Policies are recorded in the Insurance policy master Defining Asset Agent Description e InsTIL agent discovers assets remotely e Distribute software to client from the server Operation e Agent Settings e Manage agent e Discovery scheduler Copyright 2007 InsTIL All Rights Reserved 53 of 85 D ns L Asset Management P _ Confidence in IT User Manual Agent Settings The configuration setting for deploying an agent is defined here e Enter URL of server where InsTIL is configured and clicks save e Ifthe end user does not have the permission to access URL specified then enable requires authentication and enter valid credential to access the URL e Enable user can modify agent setting for the end user to modify the agent settings Admin gt Asset gt Agent PN NY Agent Manage Agent Discovery Scheduler Add To Software Distribution URL http demo instilservicedesk c
30. e his own reports based on various filter types like Configuration Location Purchase Support Hardware Software and Operating system The output columns can also be designed by the administrator This custom based report can be hence converted to Excel or Word format with the desired results The snapshots of few filtering types are shown below Admin gt Asset gt Custom Report Template Name Custom Report Asset Category Location Purchase Support Hardware Co guratic J V Base Category Y Host V Network Device Y Category V Access Point Y Desktop Y Domain Controller V Firewall J Printer Model V HP dx2480 MT VP563PA HP Printer ProCurve AcessPoint 420 ProCurve Switch 2650 CR VMware Virtual Platform m m Remarks Software Operating System Output Columns Part Description Access Point Hewlett Packard ProCurve AcessPoint 420 V Desktop HP dx2480 MT VP563PA Y Domain Controller VMware Virtual Platform Printer Hewlett Packard HP Printer Yi Gerver Mware Virtual Dlatfarm Asset Group Y Desktop V Domain Controller Y Networking Devices Y Server Save amp Preview Delete Reset Cancel Copyright 2007 InsTIL All Rights Reserved m A w Y UnKnown Brand Hewlett Packard VMware Inc V Domain Y celebritygroup int V instil com Y work group V workgroup 51 of 85 i TH MS InsT Asset Management W _ Confidence in IT User Manual Act
31. eate WMI credential a Click Add new credential b Enter a WMI credential name c Select WMI d In WMI the credentials are created through workgroup or domain e Click on Domain as credential type and select the domain name from the dropdown list f The domain system name is automatically fetched from the Domain master g Enter the domain administrator username and password h Click Save to save the credential created A ins A j Pd Admin gt Asset gt Credential gt Credential Filtering Name Description Type f NMI InsTIL WMI SNMP InsTIL SNMP Page lofi Recordsi 30f3 M 4 1 gt gt I Goto 1 1 Click Next to create the network name along with the IP range for discovery 2 Enter a suitable network name based on various VLAN and select the discovery mode as online Copyright 2007 InsTIL All Rights Reserved 9 of 85 aN nsl L Asset Management CI Confidence in IT User Manual 3 Enter the IP range say for example 172 16 1 1 as From IP to 172 16 1 254 as To IP 4 Click save to save the entry created Admin gt Asset gt Network Scan a Y 2 gt Network Scan O New Filtering Network Discover Mode From IP To IP Last Discovered No Of Assets a py 172 16 2 0 Online 172 16 1 105 172 16 2 176 6 11 2012 3 45 08 PM a y Access Point Online 172 16 1 46 172 16 1 49 6 11 2012 3 28 30 PM i a Pp Printer Online 172 16 6 49 172 16 6 49 6 11 2012 3 27 22 PM i Q Router Online 172 16 1 1 172 16 6 254 6 11 2012 4
32. ed with certain component type for each Asset Category and also additional component can be added The components created can be mapped to a particular group of assets of the same Part Description Admin gt Asset gt Component Component New Category Components y Access Point Interface ethernet csmacd Interface IEEE802 11 Interface softwareLoopback MAC Address y Desktop BIOS CD Rom Ethernet Hard Disk Keyboard Memory Monitor Mother Board Mouse Processor y Domain Controller BIOS CD Rom Ethernet Hard Disk Keyboard Memory Monitor Mother Board Mouse Processor y Firewall CPU MAC Address Memory y Printer CPU Interface ethernet csmacd Interface softwareLoopback MAC Address Memory y Router CPU MAC Address Memory y Server BIOS CD Rom Ethernet Hard Disk Keyboard Memory Monitor Mother Board Mouse Processor P Switch CPU Interface ethernet csmacd Interface propVirtual Interface softwareLoopback MAC Address Memory y Wireless MAC Address Page 1ofi Records 1 9of9 M 4 1 EE MR Goto 1 Operation The below fig represents the create option for Asset Component The administrator can create the component name as shown in the top panel of the screen Copyright 2007 InsTIL All Rights Reserved 29 of 85 Tii N InsT Asset Management lt i W _ Confidence in IT User Manual Admin gt Asset gt Component Component Category A ic ES Component LISA Update Com
33. ense a new window appears where the Site Manager account is created as shown below Create New Site Manager Creation of Site Manager 1 Enter the user name of Site Manager 2 Enter the login name 3 Enter the password and mail id of the Site Manager 4 Enter the company code 5 Click Save button to save the Site Manager created Site Manager The role of Site Manager is to create the companies and to control and allocate the license for the various companies in the organization The Site Manager can also create the administrator for these companies In this section we will go through how to add company and the various type of licensing Copyright 2007 InsTIL All Rights Reserved 4 of 85 Ti aN InsT Asset Management 3 W _ Confidence in IT User Manual Company creation Operation To add a new company Click New Button Company Details 1 Enter company code The company code is necessary at the time of logging into the application for different companies 2 Enter company name and other details Database Credentials 1 Enter database server IP The database can be in unique system or individual systems for varlous companies 2 The database name is automatically generated 3 Enter the database user id and password 4 Click Test connection to connect the database Modules Select the modules that has to be available for the particular company License Details For multi company Comp
34. ersion 10 0 0 Track License Usage 9 Update Delete Reset Cancel Admin gt Asset gt Software EG Software O General No Of License 2 Product Key DKDHT 67HYT FVBR5 HTFG5 Purchase Date 06 12 2012 BE Expiry Date 06 18 2015 Eaj Update Reset Cancel Update Delete Reset Cancel Click New b In the General tab enter the name of the software publisher name and the software version c Click Procurement Details tab and enter the following information 1 No of License 11 Product Key iii Purchase Date iv Expiry Date d Click Save to Save the entry created e Click Reset to clear the entries created Copyright 2007 InsTIL All Rights Reserved 34 of 85 D L nsI L Asset Management a Confidence in IT User Manual Defining Asset Asset Group The below fig represents the create option for Asset Asset Group The administrator can create the Asset Group for which the service level agreement SLA applies Asset group can be a division or a department or a cost center of an organization for which the service level expectation can be defined Service level is divided into response and resolution Response 1s the time frame within which the service has to be attended and Resolution is the time frame within which the problem needs to be solved Up time is percentage of time that system has to be active Operation To add a new Asset Group perform the following Tasks A Admin gt Asset gt Asset Group VS P
35. following menu in InsTIL This helps the administrator to quickly navigate to the specified menu for the ease of operation Vendor Asset Entry User Entry User Asset Linking FAQ Knowledgebase Escalation Tasks A eS A AL EA A A A Settings 10 Preference Copyright 2007 InsTIL All Rights Reserved 11 of 85 Asset Management User Manual 4 0 Organization Defining Organization Company Admin gt Organization gt Company f eS Company Name Precision Infomatic Private Limit Old No 150 New No 22 a Aidian ist Floor Above Canara Bank x Habibullah Road T Nagar Download License File Phone Number Edition Trial Mail Id instil instil com Start Date 07 Sep 2012 Internal URL a End Date 07 Sep 2017 Support End Date 07 Dec 2012 External URL a Grace Period 150 Day s Service Desk Phone Number No of Service Desk 10 Logo Size 150x74 No file chosen No of Asset 4100 Asset Allowance 205 Asset s Update Reset No of Device Monitoring 650 Device Monitoring Allowance 32 Asset s No of Software Distribution 525 Software Distribution Allowance 26 Asset s License Type Single Version V4 1 0 Build Version V4 1 0 003 Module Asset Management Product Support Incident Management 0000 Incident Management Plus Operation 1 The company name and address is automatically generated when the license is configured for the company 2 Enter the Company Mail Id 3 Enter the Internal URL
36. ftware master When the network scan is performed and assets are discovered the software master data are automatically captured and added to the master information The administrator can also find the no of assets in which particular software is installed Admin gt Asset gt Software Eg Software New Name Publisher Version a Adobe AIR Adobe Systems Incorporated 3 2 0 2070 P Adobe Flash Player 11 ActiveX Adobe Systems Incorporated 11 3 300 268 y Adobe Flash Player 11 ActiveX 64 bit Adobe Systems Incorporated 11 2 202 235 y Adobe Flash Player 11 Plugin Adobe Systems Incorporated 11 3 300 268 y Adobe Flash Player 11 Plugin 64 bit Adobe Systems Incorporated 11 2 202 235 y Adobe Reader 8 Adobe Systems Incorporated 8 0 0 Pp Adobe Reader X Adobe Systems Incorporated 10 0 0 y Adobe Reader X 10 1 3 Adobe Systems Incorporated 10 1 3 y Adobe Shockwave Player 11 6 Adobe Systems Inc 11 6 4 634 y CanSecure Retail Page 1 of 11 Records 1 10 of 104 M 6 7 8 9 20 Goto 1 f Copyright 2007 InsTIL All Rights Reserved Searching and Filtering No Of Assets la IO iw i ie IO e IO ie IO 33 of 85 ra MN InsT Asset Management i v Confidence in IT User Manual Operation To add a new software perform the following tasks Admin gt Asset gt Software EX E Software O Procurement Details Software Name Adobe Reader X Publisher Adobe Systems Incorporated V
37. g User User asset linking The user created is linked with the asset so as to complete the process of user asset linking A single asset can be linked to many users or the vice versa The user and the asset can be linked only when the location detail of the asset and user are the same For example 1f a user holds a desktop and laptop then these two assets are linked with that particular user Admin gt User gt User Asset Linking User Asset Linking Ss User Name Sib Asset Description Selected Asset 1 172 16 7 201 172 16 7 201 r 1 comet techconet co in comet techconet co in 1 172 16 7 202 172 16 7 202 2 172 16 1 34 172 16 1 34 1 172 16 7 203 172 16 7 203 2 172 16 1 49 172 16 1 49 1 172 16 7 204 172 16 7 204 1 pg chn lt 048 precision com pg chn lt 048 precision com 1 172 16 7 206 172 16 7 206 1 172 16 7 207 172 16 7 207 1 172 16 7 208 172 16 7 208 1 172 16 7 210 172 16 7 210 pb 1 comet techconet co in comet techconet co in 1 milkyway techconet co in milkyway techconet co in 1 pg chn dt 025 precision com pg chn dt 025 precision com 1 pg chn dt 026 precision com pg chn dt 026 precision com 7 v gt gt Update Reset Cancel Operation Click New Select the user name from the dropdown list for which the asset is to be linked l 2 3 The list of assets will be shown 4 Select the assets that are to be linked and click gt gt button 5 Click save button to save the entry created To delink an asset select
38. ian The assets configuration detail location detail purchase and support details are recorded in this form The AMC bulk update feature is provided for updating the AMC of the assets to warranty The administrator has the provision to create custom based templates for pulling out information related to the assets These templates can be created based on the administrator s needs The screen shown below is self explanatory as the admin is required to provide information related to the serial number that asset carries Audit number is something most organization follow it is a sequential numbering system followed within the organization and the assets are identified by their internal IT department by this number Select the Family Part and the Asset group which this asset belong to from the drop down list If the asset is a Server or a desktop specify the OS License number Similarly the location where the asset 1s installed can also be provided as shown in the screen All the asset entries that are mandatory are marked with an asterisk The assets are discovered on both Windows and Linux platforms The administrator can also track the hardware and software changes that have been affected for a particular asset in the form of baselines The information related to the insurance and depreciation value for each assessment year can be viewed in the administrator menu The user and assets are linked automatically based on the windows login and this feature ca
39. ide the organization is provided a user 1d and password by the administrator and can login the application as a local user or domain user Copyright 2007 InsTIL All Rights Reserved 81 of 85 D ns L Asset Management P _ Confidence in IT User Manual Utilities Attendance This feature enables the user to mark the Punch In time and Punch Out time for the particular day This feature 1s made available for all the roles in InsTIL Operation 1 Select Punch In time and submit which marks the in time for the user Utilities gt Attendance Attendance 2 In Time Out Time Submit 2 Similarly select Punch Out time and submit which marks the out time for the user Q Utilities gt Attendance Attendance In Time Y Out Time Submit Change Password This screen is used to change the password which is used by the user to login to the application Only local user s password can be changed by the administrator Copyright 2007 InsTIL All Rights Reserved 82 of 85 D st nsI L Asset Management lj de 1 1 k de Utilities gt Change Password Change Password Confidence in IT User Manual A dl Changing Password for userl Current Password error New Password eeCe REE TEES Confirm New Password ATT _Change Reset Operation 1 Select Change Password from the Utilities menu 2 Type the current password 3 Type the new password and confirm new password 4 Click change to
40. ight 2007 InsTIL All Rights Reserved 20 of 85 Cl L nsl L Asset Management W_ Confidence in IT Defining Organization Location User Manual An organization may have multiple sites in the form of branches cost Centre etc This screen provides the user to create the location name and link 1t with the city where the location 1s situated Admin gt Organization gt Location H Location Location Country City Branch Code Incharge Name Address y T Nagar India Chennai y Adyar India Chennai y Pondy Bazaar India Chennai y Besant Nagar India Chennai y Vidhan Sabha India Delhi f siri Fort India Delhi Raj Ghat India Delhi y Rashtrapati Bhawan India Delhi Fd Bugle Rock India Banglore P Mantri Square India Banglore Page 10f3 Records 1 100f21 M 4 1 2 3 gt Goto 1 Operation Click New Enter the location name and select the city name from the drop down list l 2 3 Click Save button to save the entry created 4 To clear the fields click Reset button 5 Filtering Phone No Email To update an existing record select the record from the list and perform the required changes and click update 6 To delete an existing record select the record from the list and click delete Copyright 2007 InsTIL All Rights Reserved 21 of 85 D L nsl L Asset Management a Confidence in IT User Manual Defining Organization Floor amp Bay Floor and Bay master is created the same way as we c
41. il Id Description 26 of 85 D nsl L Asset Management T Confidence in IT User Manual Asset Defining Asset Category The administrator can define the type or category the Asset belongs to By default the application defines a basic set of categories for an Asset The administrator also has the option to create a list of asset categories as applicable For each asset category the number of assets available is also shown Admin gt Asset gt Category O Category New Category No Of Assets J Access Point 2 J Desktop A 42 Domain Controller 3 2 Firewall 0 y Printer 1 Fd Router 0 Fd Server y 2 Switch 1 y testing 0 2 Unknown 0 Page 10f2 Records 1 10o0f11 M 4 2 gt bt Goto 1 w Operation The below fig represents the create option for Asset Category The administrator can create the category name as shown in the top panel of the screen Admin gt Asset gt Category Category SY Category Laptop Base Category Host Update Delete Reset Cancel To add a new category name 1 Click New 2 Enter the category name Copyright 2007 InsTIL All Rights Reserved 27 of 85 aN nsii L Asset Management T Confidence in IT User Manual 3 Select the base category type from the dropdown list The base category type defined by default are Host Network Device and Unknown 4 Click Save button to save the record entered 5 Click Reset button if you need to reset the field entries
42. ion x Import from CSV The asset information can be keyed in a excel sheet and the file can be imported to the database so that using a single step assets can be imported in a bulk manner The structure can be obtained by clicking the structure link which is available in the Import from CSV link During the process of import if there is an incorrect entry in one particular field the field is highlighted and provision is provided to correct the entry Admin gt Asset gt Asset m Import From Cs Submit Cancel Action Copy from last entry This feature allows asset entries to be copied from the previous entry so 1t reduces the workload if assets are to be added manually instead of using Network Scan or importing from an Excel Action Auto link Users and Assets This option is enabled for the administrator to link the users with their assets automatically This process works on basis of the last windows credentials used to login to assets The system performs a scan and brings out the users login information from the asset registry and links the user to that particular asset The list below shows the user logged in to the assets at that discovered point of time Copyright 2007 InsTIL All Rights Reserved 52 of 85 D L nsl L Asset Management a Confidence in IT User Manual 5 Admin gt User gt Auto User Asset Linking 4 Auto User Asset Linking Linked Users v User Name Asset Description Source Last Logged Dat
43. l Rights Reserved 69 of 85 i Ta a InsTIL i d d y Confidence in IT Asset Management User Manual 10 For selecting the department in a particular location a Select the Department name b Select the Country Name c Select the City Name d Select the Location name 11 Click Save button to save the record created 12 Click Reset button to reset the entries 13 Click Cancel button to cancel the process Schedule Network Scan This feature enables the user to run a routine scan on a specified network on a specific schedule To enable the Scheduled Auto Discovery function login as administrator click Schedule scan in Utilities Click on Add New Schedule tab and enter the network name category amp Schedule details A sample screen is shown below oe Utilities gt Schedule Network Scan e Schedule Network Scan Network Name Category Recurrence Time Update Note Please note that for existing assets a change in the credential type will result in resetting baseline history Copyright 2007 InsTIL All Rights Reserved iN Host Devices X 9 Daily Weekly Monthly 16 00 HH MM Delete Reset Cancel 70 of 85 TH TE InsT Asset Management 4 W _ Confidence in IT User Manual Schedule Active Directory This feature enables the user to run a routine scan on a specified network on a specific schedule To enable the Scheduled Active Directory func
44. lO lO ie lo fF lo 2 Pentium R Dual Core CPU E5300 2 60GHz Page lof2 Records1 100f16 M 4 2 gt gt Goto 1 y Operation To add a new Model name Click New Enter the model name of the Asset For Example Compaq 6510b Click Save to save the entry created Click Reset button if you need to reset the field entries A A A AA EA Click Delete button to delete that particular record Copyright 2007 InsTIL All Rights Reserved 31 of 85 InsTIL Y A Confidence in IT ra ar E ay Defining Asset Part Description Asset Management User Manual The below fig represents the create option for Asset Part Description The administrator can create the Part Description for the Family Brand and the Model of the Asset created The Part Description will be helpful at the time of Asset creation When the network scan is performed and assets are discovered the part description master data are automatically captured and added to the master information Admin gt Asset gt Part Description Part Description HR a Part Description Access Point Hewlett Packard ProCurve AcessPoint 420 Desktop HP dx2480 MT VP563PA Domain Controller VMware Virtual Platform Printer Hewlett Packard HP Printer Server VMware Virtual Platform VUAN ANANA Switch Hewlett Packard ProCurve Switch 2650 CR Page 1 of 1 Records 1 60f6 i 4 1 gt gt t Goto 1 i Operation Searching and Filtering Category
45. ment Y _ Confidence in IT User Manual Operation 1 Click New 2 Select the Vendor Name 3 Select the SLA type as Device Category or Call Category A 5 6 7 8 9 a IfSLA type is selected as Device category then select Laptop or Desktop from the SLA For dropdown list b IfSLA is selected as Call Category then select Hardware or Application from the SLA For dropdown list Select the Asset group for the selected vendor The Reminder can be set before the expiry date of the SLA The option 1s provided for setting a second reminder Select the location detail of the Asset Select Alert By as E Mail Dashboard SMS Select the user names whom the reminder has to be triggered 10 Click Save button to save the record created 11 Click Reset button to reset the entries 12 Click Cancel button to cancel the process Copyright 2007 InsTIL All Rights Reserved 66 of 85 a nsl L Asset Management W Confidence in IT User Manual Attendance This feature enables the user to mark the Punch In time and Punch Out time for the particular day This feature is made available for all the roles in InsTIL Operation 1 Select Punch In time and submit which marks the in time for the user QO Utilities gt Attendance amp Attendance 0 9 In Time Out Time Submit 2 Similarly select Punch Out time and submit which marks the out time for the user O Utilities gt Attendance Attendance In Time Out Time S
46. min gt Organization gt Calendar aN Calendar New Filtering Date Day Description Type y 05 01 2012 Tuesday May Day PUBLIC Pg 11 13 2012 Tuesday Diwali PUBLIC Y 12 25 2012 Tuesday X MAS PUBLIC Page lofi Records 1 30f3 M 4 1 EE MA Goto 1 la Operation 1 Click New for adding a Holiday entry 2 Select the date from the date time picker 3 Enter the description of the Holiday 4 Select the holiday type as public or private 5 Click Save button to save the entry created 6 To clear the fields click Reset button I To update an existing record select the record from the list and perform the required changes and click update 8 To delete an existing record select the record from the list and click delete Copyright 2007 InsTIL All Rights Reserved 16 of 85 Asset Management User Manual A InsTIL W Confidence in IT Defining Organization Working Hours This form is used to create the working hours of the organization When an incident is raised by the user the SD assigns it to the technician or vendor By defining the working hours the SLA will be calculated accordingly ne Admin gt Organization gt Hour Working Hours Ss Days Start Time hh mm AM PM End Time hh mm AM PM E Sunday v Monday 09 00 AM 06 00 PM v Tuesday 09 00 AM 06 00 PM V Wednesday 09 00 AM 06 00 PM V Thursday 09 00 AM 06 00 PM v Friday 09 00 AM 06 00 PM Y Saturday 09 00 AM 02 00 PM Save Reset
47. n be enabled only for Active directory environment The assets discovered through network scan will be available in the asset list The asset menu has also certain other purpose like a AMC Bulk Update b Custom Report c Import from CSV d Copy from last entry e Delete f Auto link Users and Assets The Asset menu can be viewed in two forms namely Thumbnail view and Detail view Copyright 2007 InsTIL All Rights Reserved 41 of 85 Asset Management User Manual Thumbnail View Admin gt Asset gt Asset 2 Asset New E E Action Searching and Filtering E Desktop pa pa a a pas CSS A a EE a EE a a a 172 16 1 66 172 16 1 67 172 16 1 68 172 16 1 105 172 16 1 55 172 16 1 56 172 16 1 231 pg chn dt 026 preci pg chn dt 029 preci pg chn dt 027 preci ram precision com pg chn dt 028 preci pg chn dt 025 preci pg chn lt 048 precis Jere air KY Ali a XA 24 BD X A SB XA ABN xX aliwh x A E s 172 16 1 68 pg chn dt 027 preci RX E Server a a 172 16 1 192 172 16 1 57 ashik techconet co i pg chn dt 024 preci SEX AIA DX A Detailed View A Admin gt Asset gt Asset Asset Rew DO Aco Searching and Filtering E Asset Description Part Description Asset Group Vendor Address System Fd E 1 saturn instil com inas Desktop HP dx2480 MT Desktop HP India Chennai T Nagz saturn instil com E Fd B 1 jupiter instil com vm Server VMware Virtual P Dell jupiter instil com sA E 1 venus instil com vmu Se
48. nt Date 21 Nov 2012 Start Date Book Value at the beginning gaa Depreciation Accumulated End Date Book Value at the end of Method y Life Time of of the year Value Depreciation the year Asset 01 Apr 2013 18000 12000 24000 31 Mar 2014 6000 See i3 Line Year Tracking Date system Date User Specified 11 21 2012 ds Update Delete Reset Cancel Copyright 2007 InsTIL All Rights Reserved 45 of 85 W_ Confidence in IT User Manual AN InsT Asset Management Insurance The insurance details of each asset can be viewed in the Insurance tab The system automatically calculates the Insured Declared value and No claim bonus in percentage for the particular asset Insured Declared Value IDV Insured Declared Value is the maximum Sum Assured fixed by the insurer which 1s provided on theft or total loss of the asset Admin gt Asset gt Asset A Asset General Purchase amp Support Depreciation Insurance Hardware Software Baseline Insurance Details Insurer Ram Policy Name Be Wiser Car Insurance Policy Number 518456 Duration Months 48 Start Date 7 18 2012 End Date 7 18 2016 Total Premium 20000 Premium Paid 1500 IDV Insured Declared Value 1500 NCB No Claim Bonus in Percentage 15 Tracking Date 0 System Date User Specified 07 26 2012 Be Update Delete Reset Cancel Copyright 2007 InsTIL All Rights Reserved 46 of 85 Asset Management User Manual Hardware The
49. ollowing tasks Admin gt User gt U 7 A min gt User gt User 0 User e General Country LISA Floor 26 City New York Bay RAD Location WTC Department Select Click New Enter the User name and other credentials of the user Select the category for the user Note Multiple categories can be selected for particular user Enter the mail Id and the user classification type Select the location tab and enter the location detail of the User Click save button to save the record created fw SP eS YS Click Reset the clear the entries created Single user import from Active Directory Copyright 2007 InsTIL All Rights Reserved 60 of 85 CN nsl L Asset Management W _ Confidence in IT User Manual Operation To import a single user from the active directory perform the following task InsTIL Confidence in IT y 1953 s details are gathered from precision com domain 1 Click New 2 Select the domain name from the dropdown list 3 Enter the login name of the user to be discovered and select the icon 4 The information of the users is captured from the AD and the select the role that has to be assigned to the user 5 Click Save to save the entry created 6 To update the user details select the user from the list and perform the required changes Copyright 2007 InsTIL All Rights Reserved 61 of 85 AN InsTI L Asset Management Wu Confidence in IT User Manual Definin
50. om Y Requires Authentication User Name administrator Password E arrrrrrr rs ssr User can modify agent setting Save Clear Manage Agent The user can install repair and uninstall the agent e The asset description list contains assets which were discovered earlier e Enable Install and select the asset from the asset description list to install agent e The asset in which the agent is installed is displayed under repair and uninstallation tab e Enable Repair and select the asset from the asset description list to repair agent e Enable Uninstall and select the asset from the asset description list to uninstall agent Copyright 2007 InsTIL All Rights Reserved 54 of 85 D ins TT L Asset Management a _ Confidence in IT User Manual Discovery scheduler This feature enables the agent to run a routine scan on assets on a specific schedule and Updates the result to the server e Select occurrence to schedule daily weekly and monthly e Enter time e Select the asset from the asset description list and click Schedule button Admin gt Asset gt Agent c gt Agent wey Agent Setting Manage Agent Discovery Scheduler Add To Software Distribution Recurrence 9 Daily Weekly Monthly Time 11 30 HH MM Remarks Schedule Searching and Filtering y Asset Description Schedule Remarks y E 1 jupiter instil com vmware 42 3f 76 d2 88 11 9b 66 0e a7 5 Daily 10 20 installed by service y E 1 sun instil com vmwa
51. on 4 To save a setting Click Set Preferences Button to save the settings Copyright 2007 InsTIL All Rights Reserved 68 of 85 b i Tki AN InsT Asset Management W _ Confidence in IT User Manual Task Task can be created and assigned to self and groups Some of them include Backup Tasks Preventive maintenance task Information on meeting Etc Re occurrence is set for Daily Weekly and Monthly frequencies eS A YS A The screen for setting task 1s shown below Utilities gt Task aN A Task Task Alerts Subject Database Backup Department InsTIL KA Start Date 11 21 2012 BE Country India Due Date 11 21 2012 a City Banglore Priority Level Medium x Location Select Y Database Backup User Name admin InsTIL Content Barath InsTIL C0426 InsTIL Alert By Yi E Mail Y Dashboard _ SMS Recurrence Daily Weekly Monthly Time 17 00 HH MM Save Reset Cancel Operation 1 Click New 2 Enter the Subject Brief outline of the task to be set 3 Enter the From Date The task will be triggered starting from this date 4 Enter the Due Date of the task 5 Set the Priority level High Medium and Low 6 Enter the Content of the Task 7 Select Alert By as E Mail Dashboard SMS 8 Select the frequency of occurrence of the task daily weekly or monthly 9 Select the user names whom the reminder has to be triggered Copyright 2007 InsTIL Al
52. on 039 O Depreciation wy Asset Category Desktop Assessment Year 2013 Method Straight Line Declining Balance Depreciation 40 Life Time of Asset In Years 2 Claim For Whole Year Days Elapsed Update Delete Reset Cancel 1 Click New 2 Select the Asset category from the dropdown for which the depreciation value is to be defined Select the Assessment year from which the depreciation value to be calculated Select the depreciation method as either Straight line or Declining Balance method Enter the depreciation percentage value Enter the Life Time of Assets in years Select the Claim value to be calculated in terms of Whole year or Days elapsed et er e Click Update so the depreciation value is calculated for the selected Asset Category Copyright 2007 InsTIL All Rights Reserved 40 of 85 Ti aN InsT Asset Management 3 W _ Confidence in IT User Manual Defining Asset Asset The below fig shows the create option for Asset Asset Management is generally concerned with the identification and recording of items of corporate infrastructure for financial control purposes The administrator has to create the Asset for the user so that the user could log in incident for his her asset The InsTIL system can also be used for Availability Performance Interface Monitoring and Alerts of critical IT Assets This asset entry forms the basis of all activities done at the service desk and by the technic
53. oor InsTIL Copyright 2007 InsTIL All Rights Reserved NETWORK DEPARTMENT VENDOR 172 16 2 0 HR 172 16 2 0 172 16 2 0 172 16 2 0 CSD PURCHASE DATE HP Dell HP 06 11 2012 Depreciable assets are business assets which can be depreciated That is the value of the asset is considered as a business expense over the life of the asset The ability to expense an asset is useful for tax purposes Depreciable assets include equipment and other tangible assets Supplies cannot be depreciated because they are considered to be used within a single year and they are expensed during that year There are two methods by which the depreciation of an asset can be calculated Copyright 2007 InsTIL All Rights Reserved 39 of 85 D ns L Asset Management a _ Confidence in IT User Manual 1 Straight Line Method 2 Declining Balance Method Straight Line Method The simplest and most commonly used depreciation method straight line depreciation is calculated by taking the purchase or acquisition price of an asset subtracted by the salvage value divided by the total productive years the asset can be reasonably expected to benefit the company Declining Balance Method The reducing balance method of depreciation provides a high annual depreciation charge in the early years of an asset s life but the annual depreciation charge reduces progressively as the asset ages Admin gt Asset gt Depreciati
54. ovided to create multiple number 9 Click Test message settings to test whether the settings keyed in are correct 10 To clear the information provided in the settings menu click Clear Mobile Phone settings from the database menu Copyright 2007 InsTIL All Rights Reserved 14 of 85 aN l nsl L Asset Management l Confidence in IT User Manual Admin gt Organization gt Domain Domain P instil com Domain Name work group workgroup P celebritygroup int Page lofi Recordsi 4of4 M 4 1 F FI Goto 1 l Defining Organization Domain The below fig shows the Domain Entry screen The domain entry screen 1s to create the domains running in the organization Discovery of the Assets and Bulk update of user can be done if the domains are created Operation 1 Click New to add a Domain 2 Enter the domain name 3 Click Save button to save the entry created 4 To clear the fields click Reset button di To update an existing record select the record from the list and perform the required changes and click update Copyright 2007 InsTIL All Rights Reserved 15 of 85 Ta aN InsI I L Asset Management A x Gonfidence in IT User Manual Defining Organization Calendar This form is used to create the holidays of the organization When an incident is raised by the user the SD assigns it to the technician or vendor By defining the holidays the SLA will be calculated accordingly a a Ad
55. piry summary of assets by Category All Copyright 2007 InsTIL All Rights Reserved 79 of 85 D nsl Asset Management User Manual w Asset Detail Ti nsIl Category Summary Confidence in IT Generated on 11 22 2012 11 30 28 AM M Access Point IWS Desktop MA Domain Controller MA Printer Server MN Switch Category Asset Count Access Point Desktop Domain Controller Printer Server Switch e N e rere WN Report Type Summary Detail The summary detail report is similar to the summary report but the output displays in detailed manner Copyright 2007 InsTIL All Rights Reserved 80 of 85 TE InsIl L Asset Management W Confidence in T User Manual Report Type Matrix On selecting the report type as Matrix drag and drop the required fields from the available column to row column and count Report Designer Report Asset Detail Report Name Category Brand Matrix To view Category Brand wise mae Asset Count Description Report Type Matrix Available Columns Columns Asset Count Brand y AR Asset Description Asset Group Asset Group Count Asset Id Asset Serial Number Audit Serial Number Bay Brand Brand Count Category Category Count El Show Selection Criteria Update Reset Cane mre wr 7 5 7 E The results are displayed as per the selection criteria made in row column and count 5 0 Logging In as User Every user within or outs
56. ponent Entered Component Component Type A x USB User Defined Save Reset Cancel Click New Select the Category name from the drop down list Enter the component name to be linked with the Category type and click Update component Click Save to save the save the record A A Click Reset button 1f you need to reset the field entries Defining Asset Brand The below fig represents the create option for Asset Brand The brand name provides you a picture of what all brands available at your organization Admin gt Asset gt Brand a 6 Brand w Brand Hp Save Reset Cancel Operation To Add a Brand name for the Asset 1 Click New 2 Mention the Brand name Copyright 2007 InsTIL All Rights Reserved 30 of 85 D nsii L Asset Management te Confidence in IT User Manual 3 Click Save to save the record 4 Click Reset button if you need to reset the field entries Defining Asset Model The below fig represents the create option for Asset Model The Model name will be helpful at the time of Asset creation to classify the Assets 8 Admin gt Asset gt Model Model Model No Of Assets HP DVD Writer 1260d ATA Device Fd HP dx2480 MT VP563PA J HP L1506 F HP Printer y Intel R PRO 1000 MT Network Connection 2 Intel R Xeon R CPU E5310 1 60GHz Intel R Xeon R CPU E5530 2 40GHz y NECVMWar VMware IDE CDR10 y NECVMWar VMware IDE CDR10 ATA Device O O O jo
57. rd Confirm Password and Mail Id 3 Click Save to save the entry created a Logging In as Administrator Copyright 2007 InsTIL All Rights Reserved 6 of 85 Fa n sT Asset Management NJ Confidence in IT User Manual ih Category Summary ih Brand Summary 9 A Desktop Laptop Server Unknown Access Point Domain Printer Switch C II anana M 3Com HA lenovo MN Unknown M A Unknown MB Server MB Laptop MO Desktop I D Link Microsoft Corporation VMware Inc m Switch Printer ME Domain Controller MW Access Point M Hewlett Packard 4 P a OO m OO p 4 r me sl p Software Summary XK E Baseline Summary 9 A Software No Of Licenses Installed Available Category Asset Description IPAddress Baseline DateTime B pTorrent 5 0 5 Access Point 2 172 16 1 47 172 16 1 172 16 1 47 10 9 2012 3 47 35 PI 1KEY Agile BI Suite Tec 0 0 0 Access Point 2 172 16 1 47 172 16 1 172 16 1 47 10 9 2012 5 01 41 PI 1KEY Agile Web BI Suite 0 0 0 Access Point 2 172 16 1 47 172 16 1 172 16 1 47 10 9 2012 5 01 41 PI 2007 Microsoft Office Sy 0 0 0 Access Point 2 172 16 1 47 172 16 1 172 16 1 47 10 9 2012 5 01 41 PI 7 Sticky Notes 0 1 0 Access Point 2 172 16 1 47 172 16 1 172 16 1 47 10 9 2012 5 01 41 PI ACR120U Contactless Re 0 1 0 Access Point 2 172 16 1 47 172 16 1 172 16 1 47 10 9 2012 5 01 41 PI Acrobat com 0 5 0 Access Point 2 172 16 1 47 172 16 1 172 16 1 47 10 9 2012 5 01 41 Pl _ AD LDS Instance VMwar 0 0 0 Je i
58. re 42 3f 34 ab 68 f8 e0 42 a0 5c 47 37 Daily 10 21 installed by service y E 1 venus instil com vmware 42 3f ca 3c 6c 51 6f 79 Se 94 69 Daily 11 47 installed by service Defining User User classification The below fig represents the create option for User User Classification The administrator can create the User Classification for which the service level agreement SLA applies User Classification can be a priority at which the incident needs to be attended The administrator can define the classification as Gold Silver and Platinum User Service level is divided into response and resolution Response is the time frame within which the service has to be attended and Resolution is the time frame within which the problem needs to be solved Copyright 2007 InsTIL All Rights Reserved 55 of 85 aN InsTI L Asset Management A W Confidence in IT User Manual Admin gt User gt User Classification ow l User Classification O User Classification Response Time HH MM Resolution Time HH MM Up Time From Date f Emerald 06 20 2012 Ruby 06 20 2012 SP Platinum 06 20 2012 Page lofi Recordsi 30f3 M 4 1 gt Goto 1 Operation To add a new user classification perform the following task Admin gt User gt User Classification User Classification ss User Classification Emerald Remarks SLA Details J Add SLA Response Time 00 10 HH MM Resolution Time 00 30 HH MM Up Time 98 From Date 11 21
59. reated the other master records Since these two are self explanatory not much is described here Bay represents the area within the floor of an organization Admin gt Organization gt Floor Floor New Filtering Country City Location Floor y India Banglore Bugle Rock 1 y India Banglore Forum Mall 2 y India Banglore Mantri Square 3 y India Banglore MG Road 4 y India Chennai Adyar 1 y India Chennai Besant Nagar 2 P India Chennai Pondy Bazaar 3 y India Chennai T Nagar 4 2 India Delhi Raj Ghat 1 y India Delhi Rashtrapati Bhawan 2 Page 10f3 Records 1 100f21 M 4 1 2 3 gt Goto 1 lm Operation Floor Click New Enter the floor name and select the location from the drop down list Click Save button to save the entry created To clear the fields click Reset button SY A Se To update an existing record select the record from the list and perform the required changes and click update 6 To delete an existing record select the record from the list and click delete Copyright 2007 InsTIL All Rights Reserved 22 of 85 a Ins TIL __ _ Confidence in IT 1 Y ai i ay Operation Bay Admin gt Organization gt Bay Bay New Country City Location y India Banglore Bugle Rock y India Banglore Forum Mall y India Banglore Mantri Square y India Banglore MG Road P India Chennai Adyar Fa India Chennai Besant Nagar y India Chennai Pondy Bazaar py India
60. reminder has to be triggered 11 For selecting the department in a particular location a Select the Department name b Select the Country Name c Select the City Name d Select the Location name 12 Click Save button to save the record created 13 Click Delete button to delete the record Copyright 2007 InsTIL All Rights Reserved 84 of 85 D nsii L Asset Management T Confidence in IT User Manual 14 Click Reset button to reset the entries 15 Click Cancel button to cancel the process Copyright 2007 InsTIL All Rights Reserved 85 of 85
61. rom the dropdown list Asset Management User Manual Baseline Location Details Linked Users Department CSD Country India City Chennal Location T Nagar Floor 1st Floor Bay InsTIL Remarks l Agent Deployed User Specified Cancel Enter the Asset Serial Number Asset serial number is the inbuilt serial number of the assets Enter Audit Serial Number 9 Enter the System name To auto discover the hardware and software components 10 Enter the Network Name from the dropdown list 11 Enter the location detail of the asset Country City Location Floor Bay and Department Copyright 2007 InsTIL All Rights Reserved 43 of 85 an InsTIL OB Confidence in IT Purchase and Support Asset Management User Manual The assets purchase and support details are entered in this tab If the asset is under warranty then the user is allowed to key in the purchase detail If the asset is under AMC then the user is allowed to key in the vendor detail P Admin gt Asset gt Asset Asset General Warranty AMC Purchase Details Source Supplier Name Symbiotic v Start Date 06 25 2012 Ei End Date 06 25 2012 3 Cost 985641 Purchase Order No ASDFFER345 Purchase Date 03 12 2012 lt 3 Invoice No SWER32 Invoice Date 07 26 2012 eal Date of Installation 07 26 2012 Payment Voucher No QW23453 Payment Date 07 26 2012 3 Tracking Date 07 26 2012 Update Delete
62. rver VMware Virtual P Server HP India Chennai T Nag venus instil com sA E 1 sun instil com vmwar Domain Controller VMwe sun instil com s E 3 172 16 1 49 172 16 1 Switch Hewlett Packard 172 16 1 49 sA 3 3 172 16 1 47 172 16 1 Access Point Hewlett Pac 172 16 1 47 8 E 3 172 16 1 48 172 16 1 Access Point Hewlett Pac 172 16 1 48 Fa m E 2 172 16 6 49 172 16 Printer Hewlett Packard 172 16 6 49 4 Page lofi Recordsi1 8o0f8 M 4 1 gt bF Goto 1 y Copyright 2007 InsTIL All Rights Reserved 42 of 85 A InsTIL E y Fi Confidence in IT Operation To add a new asset manually perform the following task General E Admin gt Asset gt Asset A Asset Gene a i Purchase amp Support Configuration Details Asset Serial Number Audit Serial Number Category Device Type Part Description Asset Group Status Network Name System Name Operation Click New 2 Ft ee A A SLA Depreciation Insurance Hardware INA93704HL 1 saturn instil com Desktop Microsoft Windows 7 Enterp i Desktop HP dx2480 MT VP5i Desktop y Active 172 16 2 0 saturn instil com o Tracking Date 11 21 2012 Update Delete Select the Asset Group from the dropdown list Select the status from the dropdown list Software System Date Reset Select the Category name from the dropdown list Enter the Device type which the Asset belongs to Select the Part description f
63. s on network 2 Discover user from Active Directory 3 Configure Service desk Discover Assets from network By discovery we mean remotely capturing asset information for IP enabled devices such as Desktop Laptop Server Router Switch Printer and getting vital information on their hardware and software configurations The steps for using the wizard is given below Click Wizard link from the Home Page Select Discover assets on network The description on what asset discovery is all about will be displayed and click Next to continue gt AN YS The Domain name is captured by default also the administrator can add additional domain on the same window by clicking Add New Admin gt Organization gt Domain Domain P instil com Domain Name P work group workgroup celebritygroup int Page lofi Recordsi 4of4 WW 4 1 t M Goto 1 1 Click Next to Continue 2 Click Add new to add a new credential There are two types of credentials that can be added in Copyright 2007 InsTIL All Rights Reserved 8 of 85 y t Ti aN InsT L Asset Management W _ Confidence in IT User Manual InsTIL application a WMI credential b SNMP credential Steps to create SNMP credential a Click Add new credential b Enter an SNMP credential name c Select SNMP d Enter the community string value as public e Enter the timeout as 2000 milli seconds f Click Save to save the credential created Steps to cr
64. t Single Series e Single bar e Single column e Single doughnut e Single pie gt Multi Series e Multi bar e Multi column Copyright 2007 InsTIL All Rights Reserved 77 of 85 nsII L Asset Management W Confidence in IT User Manual gt Stacked series e Stacked Bar e Stacked Column e Stacked Cylinder Report Designer Report Asset Detail Report Name Description Report Type Chart Type Top N All Available Columns Asset Count Single Column Single Doughnut Asset Description Single Pie Asset Group Multi Bar Multi Column Asset Group Count Stacked Seres Asset Id Asset Serial Number Audit Serial Number Bay Brand Selection Brand Count Category Category Count E Show Selection Criteria Save Reset Cancel Depending on the chart type it displays the output Copyright 2007 InsTIL All Rights Reserved 78 of 85 InsTIL Confidence in IT Asset Management User Manual Report Designer Report Warranty Expiry Reminder Report Name Category Summary Report Type Summary A Chart Type Single Pie Y Available Columns Columns x A Asset Count Category y Asset Count y Asset Description Asset Group Asset Group Count Asset Id Asset Serial Number Audit Serial Number Bay Brand Selection Brand Count Category Category Count Show Selection Criteria Description Top N Update Reset Cancel To view warranty ex
65. t there in the domain The user is alerted through an SMS and email when the account is created Search and filtering options are also provided for searching particular users Filtering options are provided to search users based on first name last name department classification city location etc For bulk import of user Import from csv option is also provided The user is alerted through an SMS when the account is created Oo Admin gt User gt User User User Name Location Detail Department 2 Administrator Y IT Manager mars y patrick Y saturn y Servicedesk y Servicedesk 2 sun y Technician P Technician Accounts Page 1 of 2 Records 1 100f12 M 4 2 gt j bi Classification Emerald Platinum Ruby Goto 1 Copyright 2007 InsTIL All Rights Reserved Category Administrator IT Manager User Service Desk User Service Desk Service Desk User Technician Technician Domain Name Local Local instil com Local instil com instil com Local instil com instil com Local Searching and Filtering Email Id User Code admin instil com itmanager instil com mars instil com sibi baby precisionit co in saturn instil com servicedesk instil com servicedesk instil com sun instil com technician instil com technician instil com 59 of 85 D nsl L Asset Management P Confidence in IT User Manual Operation To add a new user perform the f
66. the Insurance Details of the Asset Jf Edit X Delete UG Schedule Linked Asset Summary To View Linked Asset Summary Jf Edit X Delete ic Schedule Location To view assets by Location J Edit X Delete Schedule Copyright 2007 InsTIL All Rights Reserved 76 of 85 YN Ins TI Asset Management Confidence in IT User Manual After saving the report it enables to Edit Delete Schedule Click the saved report to view the detail report Output It displays the fields of Column Group and Selection which is dragged and dropped from the available columns Report Type Summary On selecting report type as summary it displays various chart type namely E Export Ej Print Refresh Asset Detail f D InsT L Asset Group W Confidence in IT al Generated on 5 23 2012 11 33 37 AM o z z E Purchase Category Part Description Device Type Network Location Details Department Vendor Date 1 comet techconet co in comet techconet co in 15 Microsoft R Windows R o Domain Domain Controller VMware Eos 2 sad PES Laaksh India chennai T nagar TELE Precision 5 18 2012 Controller Virtual Platform Edition f p Precision ist floor Managers MARKETING Infomatic 12 00 00 AM 1 pg chn dt 024 precision com pg chn dt 024 precision com 17 Microsoft R Windows R os Server Server Unknown Server 2003 Enterprise me a Precision Edition g
67. the authentication to the mail server Provide the Service Desk amp Alert email id Enable Add a secondary mail server Enter the information of SMTP server IP and port where the mail server is configured oo ea eS Enable Require Authentication and provide the credential details like User name and Password Copyright 2007 InsTIL All Rights Reserved 13 of 85 j if i Ti TE InsT Asset Management R W Confidence in IT User Manual Defining Organization Mobile Phone Settings InsTIL application provides SMS alerts in addition to Email alerts for various functionalities in the product like Incident handling User creation Escalations AMC Warranty SLA Reminder and Task This menu provides the administrator to configure the SMS settings required for the alert process The below fig shows the SMS settings screen Operation 1 Select the device type as Mobile Phone or Modem 2 Select the assigned port name where the device is connected 3 Select the Baud Rate from the dropdown list provided Baud rate is a measure for data transmission speed which shows the number of signals transmitted per second 4 Select the data bits from the dropdown list 5 Select the stop bits from the dropdown list 6 Select the parity bits from the dropdown list 7 Enter the SMS center number and SIM PIN if the device type is selected as Modem 8 Enter the Service Desk Mobile Numbers to whom the SMS alert is sent An option is also pr
68. the entries Copyright 2007 InsTIL All Rights Reserved Iu I ho lo Filtering No Of Assets 38 of 85 Fa Ins TIL Wu Confidence in IT 7 Select the Domain and click the Start Scanning button in the below fig 8 Click Import Devices to import the assets into the application 9 Click Cancel button to terminate the process Asset Management User Manual 10 Click View Scan Result button to get a complete picture of the status for each system in the network Export E Print G Refresh Asset Detail N nsTI L SE wa Confidence in IT Generated on 11 21 2012 2 41 51 PM 1 venus instil com VMware 42 3f ca 3c 6c 51 6f 79 5e 94 69 31 82 f4 5a 0e 1 Defining Asset Depreciation CATEGORY PART DESCRIPTION DEVICE TYPE Location Details Server VMware Virtual Microsoft Windows Server 2008 R2 India Chennai T Nagar Server Platform Standard ist Floor l 1 jupiter instil com VMware 42 3f 76 d2 88 11 9b 66 0e a7 55 42 50 77 bf 57 2 I ilaa Server VMware Virtual Microsoft R Windows R Server 2003 Platform Enterprise x64 Edition 1 sun instil com VMware 42 3f 34 ab 68 f8 e0 42 a0 5c 47 37 be 03 2a de 3 I Domain Domain Controller VMware Microsoft Windows Server 2008 Controller Virtual Platform Standard 1 saturn instil com INA93704HL 8 Desktop HP dx2480 A India Chennai T Nagar Desktop p Microsoft Windows 7 Enterprise er de gar MT VP563PA ist Fl
69. the number of failure and new users The users are automatically imported into the application Sy Se SY Click on the Failure link and find the list of users and the reason for not being imported Copyright 2007 InsTIL All Rights Reserved 57 of 85 D nsi L Asset Management W Confidence in IT User Manual Defining User Organizational Unit The list of Organizational Unit available in the domain is added to the master when the Active Directory synchronization process is done The administrator also has the provision to add OU for non domain user Admin gt User gt Organizational Unit PN a Organizational Unit O Searching and Filtering Organizational Unit Domain pP instil com instil com Page 1of1 Records 1 1iof1 M 4 1 gt M Goto 1 7 Operation To add a OU manually perform the following task Admin gt User gt Organizational Unit gt A n Organizational Unit k Organizational Unit R amp D Domain instil com v Save Reset Cancel 1 Click New 2 Enter the Organizational Unit name 3 Select the domain name from the dropdown list 4 Click Save to save the record created 5 Click Reset to clear the entries created Copyright 2007 InsTIL All Rights Reserved 58 of 85 a Ins TIL 2 Confidence in IT f a A ll Defining User User Asset Management User Manual The users synchronized from ADS can be viewed using this menu The administrator can also add a user who 1s no
70. tion login as administrator click Schedule Active Directory in Utilities Click on Add New tab and enter the Domain name Organizational amp Scheduled details A sample screen is shown below w Utilities gt Schedule Active Directory Schedule Active Directory Domain Name precision com v Organizational Unit precision com PGUSERS DEV Recurrence 9 Daily Weekly Monthly Time 11 30 HH MM Save Reset Cancel Asset Offline Import Auto Discovery of Assets can be performed in two modes Online amp Off line During an online mode the Assets would be discovered through the InsTIL Server where the connectivity to the server is said to exist in other words it is said to be an online discovery However 1f the administrator has to discover the assets from another location situated outside the LAN the offline discovery is suggested as the best feasible option The functioning of the Offline tool is similar to the network scan For detailed procedure on how to perform an Offline discovery refer to Offline Discovery Manual This feature enables the administrator to import the asset information into the InsTIL server Operation 1 Click on Utilities Asset Offline Import 2 Click on Browse Select the file named InsTIL 3 The network name will automatically be displayed based on the file selected Copyright 2007 InsTIL All Rights Reserved 71 of 85 TH Th InsT Asset Management 8 W
71. ubmit Change Password This utility allows the administrator to change the password for a locally created user Operation 1 Click on Admin Utilities Change Password 2 Select the local user name 3 Type the new password 4 Click on change to save the new password Utilities gt Change Password oa al y Change Password O User Name anand X New Password AAA Change Reset Copyright 2007 InsTIL All Rights Reserved 67 of 85 a F y de ah L 1 Ta N Ins TIL Asset Management W Confidence in IT User Manual Preference To set owner s favorite as default It can be set by all categories Administrator User Technician IT manager Service Desk with their options provided If the preferences are not set the default settings are used The screen for Preference is shown below Utilities gt Preference AA O Preference ss J Asset Status Y Active Y InActive v Sold Y Writtenoff v User Status Y Active Y InActive Set Preference Reset Operation Asset Status Select the status such as Active Inactive Sold and Written off Can choose either one or all User Status Select the status such as Active and Inactive Can choose either one or both Services 1 Enter the Call close in days To enable Automatic Closure from the status complete 2 Enter the Time Interval For Escalation Timer Application 3 Enter the Time Interval For Tasks Timer Applicati
72. ype as Detail adds the required fields and save the report Report Designer Report Asset Detail Report Name Asset Group To view Assets by Asset Group Description Report Type Detail Available Columns Columns a Asset Description Category a Part Description i Device Type i Metwork a Department TY Location gt ye Asset Group Wendor ee Purchase Date Asset Id m Asset Serial Number Audit Serial Number Groups Bay Asset Group PR Brand Asset Description oan Category Asset Id ae City Contract Date Country Department I Show Selection Criteria Save Reset Cancel Reports gt Asset B Asset Asset Detail New Asset Group To view assets by Asset Group f Edit x Delete iC Schedule Asset Group Summary To view the Asset Group Summary Y Edit X Delete G Schedule Brand To view assets by Brand J Edit X Delete Schedule Brand Summary To view the Brand Summary SY Edit X Delete iC Schedule Category To view assets by Category Sf Edit X Delete G schedule Category Brand Matrix To view Category Brand wise Asset Count Y Edit amp Delete CG Schedule Category Summary To view the Category Summary Y Edit X Delete ic Schedule Department To view assets by Department Y Edit X Delete iC Schedule Department Summary To view Department Summary Py Edit NX Delete ic Schedule Depreciation To View Depreciation Details of the Asset pf Edit X Delete iC Schedule Insurance To view
73. ystem Overview InsTIL is developed using Microsoft Net InsTIL runs on Microsoft Desktop Engine Database or Microsoft SQL Server Since the front end is browser based this provides the user flexibility to access the application from multiple locations Authorized User permission This is a trademarked product from Precision Group InsTIL a licensed product comes to the user with remote support with the flexibility of scaling up based on the complexity and the requirements of the organization InsTIL comes with an option of Annual Support Contract ASC after the first year of usage The ASC helps the organization to get continuous support special pricing on upgrades and much more even after a year s usage Being a licensed product InsTIL warns against unauthorized usage of the system and making unauthorized copies of data software reports and documents Unauthorized tampering would affect the performance and the stability of the application and the user is warned that a fresh license is required to be procured to reinstate the existing condition 2 0 System Summary InsTIL provides to the user six roles in terms of functionality InsTIL also supports multi roles 1 e a Service Desk can be a Technician Administrator and an IT Manager The roles are defined as follows 1 Site Manager 2 Administrator 3 Service desk Copyright 2007 InsTIL All Rights Reserved 2 of 85 AS InsTI L Asset Management Sp Confidence in IT

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