ManageEngine AssetExplorer –Help Documentation

ManageEngine AssetExplorer ?Help Documentation

Table of Contents

INTRODUCTION...................................................................................................7

System Requirements ................................................................................................... 9 Installing AssetExplorer ............................................................................................... 10 Uninstalling AssetExplorer........................................................................................... 14 Registering AssetExplorer ........................................................................................... 15 Contacting ZOHO Corporation .................................................................................... 16

HOME .................................................................................................................17

Dashboard ................................................................................................................... 21 Personalize .................................................................................................................. 24 Feedback ..................................................................................................................... 25

SCANNING WORKSTATIONS AND OTHER NETWORK DEVICES ................26

Scanning Windows Machine........................................................................................ 27 Modes of Scan:Agent and Agentless........................................................................... 28

Agent Mode............................................................................................................................. 29

Methods of Agent Deployment ...........................................................................................................32 Un-installing the Agent .......................................................................................................................39

Agentless Mode ...................................................................................................................... 40 Scanning Linux, Solaris, MAC and AIX machines ....................................................... 41 Scanning Printers, Routers, Switches and Access Points........................................... 42 Windows Domain Scan................................................................................................ 43 Network Scan .............................................................................................................. 46 Workstation/Device Scan............................................................................................. 50 Scanning Machines outside a domain/network ........................................................... 52 Ports used during Scan ............................................................................................... 54 Scanning WAN environment........................................................................................ 55 Schedule Scan............................................................................................................. 56 Distributed Asset Scan ................................................................................................ 58

REMOTE DESKTOP SHARING .........................................................................62 SETTING UP ASSETEXPLORER ......................................................................64

Asset Mannagement.................................................................................................... 65 Configuring Product Types ..................................................................................................... 66

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ManageEngine AssetExplorer ?Help Documentation

Configuring Products .............................................................................................................. 67 Configuring Vendors ............................................................................................................... 69 Adding Workstation Additional Fields ..................................................................................... 70 Adding Asset Additional Fields ............................................................................................... 71 Import Assets from CSV (Comma Separated Value) Files..................................................... 72 Adding Resource State ........................................................................................................... 73 Adding IT Services.................................................................................................................. 74 Softwares..................................................................................................................... 75 Configuring Software Type ..................................................................................................... 76 Adding Software Category...................................................................................................... 77 License - Additional Fields ...................................................................................................... 78 Software License Types.......................................................................................................... 80 License Agreement- Additional Fields .................................................................................... 82 Importing Software Licenses from CSV.................................................................................. 84 Organization Details .................................................................................................... 86 Adding Company details ......................................................................................................... 87 Configuring Regions ............................................................................................................... 88 Adding Sites............................................................................................................................ 89 Configuring Departments ........................................................................................................ 90 Adding New User .................................................................................................................... 91 Configuring Roles ................................................................................................................... 92 Adding Technicians................................................................................................................. 94 Configuring Active Directory Authentication ........................................................................... 95 LDAP authentication ............................................................................................................... 97 General ........................................................................................................................ 99 Mail Server Settings.............................................................................................................. 100 Notification Rules .................................................................................................................. 101 Back-up Scheduling .............................................................................................................. 102 General Settings ................................................................................................................... 103

ASSET MANAGEMENT ...................................................................................104

IT Assets.................................................................................................................... 105 Adding IT Asset..................................................................................................................... 106 Adding Bulk of IT Assets to Group........................................................................................ 107 Assigning Bulk of IT Assets to Department/Site ................................................................... 108 Modifying Bulk of IT Assets State ......................................................................................... 109 Change log-in Credentials for bulk of IT Assets ................................................................... 110

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ManageEngine AssetExplorer ?Help Documentation

Bulk Scan of IT Assets.......................................................................................................... 111 Viewing IT Asset Details ....................................................................................................... 112 Copy Resource ..................................................................................................................... 114 Attach Asset.......................................................................................................................... 115 Attach Component ................................................................................................................ 116 Attach Document .................................................................................................................. 117 Assigning IT Asset to User/Department/Asset...................................................................... 118 Adding New Workstation....................................................................................................... 119 Scanning Bulk of Newly Added Workstation......................................................................... 121 Changing Workstation As Server.......................................................................................... 122 Viewing Workstation Details ................................................................................................. 123 Copy Workstation.................................................................................................................. 126 Print Preview of Workstation Details..................................................................................... 127 Modify Type .......................................................................................................................... 128 Adding Software.................................................................................................................... 129 Importing Workstation Details from CSV .............................................................................. 130 Components .............................................................................................................. 131 Adding New Component ....................................................................................................... 132 Viewing Component Details.................................................................................................. 133 Copy Resource ..................................................................................................................... 134 Attaching Document.............................................................................................................. 135 Associate Asset .................................................................................................................... 136 Adding Components to Group .............................................................................................. 137 Non-IT Assets ............................................................................................................ 138 Adding Non-IT Asset............................................................................................................. 139 Adding Non-IT Assets to Group............................................................................................ 140 Assigning Bulk of Non-IT Assets to Department/Site ........................................................... 141 Modify Bulk of Non-IT Asset State........................................................................................ 142 Viewing Non IT Asset Details ............................................................................................... 143 Copy Resource ..................................................................................................................... 145 Attach Asset.......................................................................................................................... 146 Attach Component ................................................................................................................ 147 Attach Document .................................................................................................................. 148 Assigning Non-IT Assets to User and/or Department........................................................... 149

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ManageEngine AssetExplorer ?Help Documentation

SOFTWARE ASSET MANAGEMENT..............................................................150

Scanned Software ..................................................................................................... 151 Adding New Software ........................................................................................................... 152 Viewing Software Details ...................................................................................................... 153 Changing Software Type ...................................................................................................... 156 Changing Software Category................................................................................................ 158 Associate Software Minor Versions ...................................................................................... 159 E-mailing Users..................................................................................................................... 160

License Agreement.................................................................................................... 161 Editing and Deleting License Agreement.............................................................................. 164 Printing the License Agreement............................................................................................ 165

Software License ....................................................................................................... 166 Adding Software Licenses .................................................................................................... 167 Viewing Software Licenses ................................................................................................... 170 Editing and Deleting Software License ................................................................................. 172 Attaching Document to Software Licenses ........................................................................... 173

Service Packs ............................................................................................................ 174 Editing and Deleting Service Packs...................................................................................... 175

GROUPS...........................................................................................................176

Creating Asset - Groups ............................................................................................ 177 Editing and Deleting Groups...................................................................................... 178 Removing Assets from Static Group.......................................................................... 179

CONFIGURATION MANAGEMENT DATABASE (CMDB) ..............................180

Populating CIs in CMDB ............................................................................................ 181 CMDB - Admin Configurations................................................................................... 183

Configuration Item Types (CI Types).................................................................................... 184 Relationship Types ............................................................................................................... 191 Configuring Impact................................................................................................................ 192 Import CI(s) from CSV .......................................................................................................... 193 CMDB List View......................................................................................................... 196 Defining CI Relationships .......................................................................................... 200 Relationship Map ....................................................................................................... 204

PURCHASE ORDER ........................................................................................209

Purchase Order Configurations ................................................................................. 209 Cost Center........................................................................................................................... 210

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