Asset Management, Part 1 of 4 - Entering New Assets

Thought we would share our Asset management process with some other users. We have developed documentation that details our Asset Management process for our Helpdesk teams. These processes allow us to keep historical data and perform shell swaps for failing machines.

Adding a New Asset to Altris.

1. Go to https://servername/Altiris/Console/
2. On the navigation bar at the top click on Ariba - HD and Select Asset Management.
   
   

   Diagram 1

   Click to view.

3. Under CI Actions select, Create CI.
   
   

   Diagram 2

   Click to view.

4. A window will pop up. Under the Select a Resource Type drop down, next to Create: select Computer for a new computer.
   
   

   Diagram3

   Click to view.

5. Fill out the General tab. Fill out the information as informed below. Diagram 4 shows an example of the tab.
   
   

   Diagram 4

   Click to view.

   Computer Name: (Manufacturer) (Model) (Asset Tag)
   Example Lenovo T61 016014

   System Number: (Asset Tag) For this field please scan the barcode shown in Diagram 5.
   Example 016014

   

   Diagram 5

   Click to view.

   Barcode: (Scanned Barcode) For the barcode field please scan the barcode shown in Diagram 6.
   Example 1S766303UL3P2160

   

   Diagram 6

   Click to view.

   Last Barcode Scan: (Click on the check mark so it creates an X, make sure it reads today's date)

   Serial Number: (Serial Number) Located after S/N in Diagram 5.
   Example L3-P2160

   Manufacturer: (Manufacturer)
   Press the magnifying glass, it will display the list of manufactures, as shown in Diagram 6. Select the appropriate choice. Please do not manually enter.

   Model: (Type)
   Number shown after Type in Diagram 5. Press the magnifying glass as we did for the Manufacturer, it will display the list of machine types. Select the appropriate choice. Please do not manually enter.

   

   Diagram 7

   Click to view.

6. Press Apply.
7. Click on the Accounting Information Tab.

   Asset Status: Press the drop down next to Asset Status select In Stock, as down in Diagram 8.

   

   Diagram 8

   Click to view.

   Stock Room Details: Helpdesk (Location)
   Enter the Helpdesk and the location that the laptop is in.

   Do nothing with Reserved and Date of Reservation.

   Purchase or Lease: Press the drop down and select Purchase, as down in Diagram 9.

   

   Diagram 9

   Click to view.

   Warranty Period (months): Enter the period of month the asset is under warranty for. In most cases it is 36.

   Available for Use: (Click on the check mark so it creates an X, make sure it reads today's date)

   Planned Disposal Date: (Click on the check mark so it creates an X, please add 4 years to today's date)

   Expense Type: Press the drop down and select Depreciate, as down in Diagram 10.

   

   Diagram 10

   Click to view.

   Do nothing with Business Use Ratio, Book Deprecation, Custom Deprecation, or Tax Deprecation.

   

   Diagram 11

   Click to view.

8. Under cost Items Press Add.
   
   

   Diagram 12

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9. A Find Resource window will pop up(like the one below shown in Diagram 13), highlight purchase. Press OK

   

   Diagram 13

   Click to view.

10. On the cost items table fill in date and cost. The date should be today's date and the cost if the total cost of the asset. You will need to get this from a PR.
11. Press Apply.
12. Click on the Associations tab.
13. Click on the pencil to the right on Asset Owners.
    
    

    Diagram 14

    Click to view.

14. A window will pop up like the one below, in Diagram 15.
    
    

    Diagram 15

    Click to view.

15. Click the drop down next to Resource Type, select Department.
    
    

    Diagram 16

    Click to view.

16. Scroll down the list and choose the correct department.
    Example 6710 - IT Global Ops
17. Press the Done button.
18. The new asset is added into Altris.