Equipment Catalog


Definition

The equipment catalog lists all equipment models available in the IT infrastructure. This includes workstations, printers, scanners and network components. They are generally detected using an automatic discovery tool.

EndDefinition
  • Each catalog entry is identified in a unique way using the manufacturer reference
  • To simplify catalog management, entries are grouped by type
  • Each equipment referenced in the inventory is associated with a single unique entry in the catalog.

Example

You want to reference five workstations associated with the Acer Power F1 model.

1. You create the Acer Power F1 model in the equipment catalog.

2. You create five items of equipment associated with the model via the inventory by entering five equipment codes: ARES_6328; ARTEMIS_603; ENEE_6081; EPIMETHEE_8204; OCEANOS_6550.

Notes

  • Certain model information is inherited by the associated equipment.
  • Some items of equipment do not require monitoring using a code when they are assigned to an employee. These are consumables managed in a specific catalog, e.g. mouse, keyboard or cables.

Best Practice big icon.pngBest practice

  • Consult the anomaly report which lists all equipment that has been detected by the automatic discovery tool but that cannot be associated with any existing equipment in Product name - ev itsm.png.
  • To update models, you can use the Update wizard in List mode.

Characteristics specific to versions 2016 and earlier

Menu access

References > Catalogs > Equipment Catalog

Screens description

        Equipment catalog.png

TabUpdateRules_After2016Versions

Open url.png See the general principles for updating tabs.

Create a new item Delete an item or association with a related item

Run the New wizard at the top of the tab

Fundamentals - Form - New wizard.png

Move the cursor over the corresponding item and click Trash icon.png

Fundamentals - Form - Delete wizard.png

Alphabetical order of the tabs

QuickAccess

Details

Type

Type: Type (full path displayed) associated with the current object.

  • The workstations detected by the automatic discovery tool are automatically associated with the Equipment/Computing/Workstations type.

Model: Name of the equipment model.

UNSPSCCode

UNSPSC Code: The code in the UNSPSC classification identifying the product, service or CI class associated with the model type.

Manufacturer

Manufacturer: Brand of the current object.

ManufacturerReference

Manufacturer Reference: Unique reference for the current object in the manufacturer's catalog.

AvailableForPurchase

Available For Purchase: Used to indicate if the current object can be ordered using the order management process (Transition > Logistics > Order menu) (box is checked) or not (box is not checked).

Discovery Reference: Name of the model in the Discovery module.

No Logistics (Service): Used to indicate if the equipment associated with the model can be supplied via the Logistics step of the service or investment request workflow (box is checked) or not (box is not checked).

Start of Availability/End of Availability: Period of availability of the model in the catalog. Note: At the end of the period, the status of the model in the catalog is Archived. It can no longer be associated with equipment.

RegularSupplier

Regular Supplier: Name of the main supplier where the current object is available.

Best Practice icon.png Enter the prices of other suppliers in the Potential Suppliers tab.

Market Price: Average price for purchasing the model proposed by default by the Product name - ev itsm.png order management process. This is active when the Available for Purchase option is selected.

Amount Charged Back: Amount charged back every month to cost centers using the equipment associated with the model.

  • By default, this amount is allocated to each new item of equipment associated with the model. 

Best Practice icon.png  To spread the amount over cost centers, open the Equipment form and select the Amount Charged Back tab.

DepreciationRule

Depreciation Rule: Rule indicating the depreciation method of the current object, i.e. straight line or declining balance.

ResaleValue

Resale Value: Value used to calculate depreciation for the current object. Note: Only used in Anglo-Saxon accounting procedures.

Usage (Years): Life span of the model in number of years, defined by the manufacturer. 

Best Practice icon.png  Specify this value in order to automatically calculate the scheduled renewal date of each new item of equipment associated with the model.

Renewal Value: Current value of the model with the same configuration or current value of an equivalent model with a higher configuration if the original model no longer exists. This information is used to plan the budget renewal of equipment associated with the model.

Warranty Period (Months): Number of months during which the model is covered by the manufacturer's warranty.

Best Practice icon.png  Specify this value in order to automatically calculate the warranty end date of each new item of equipment associated with the model based on its purchase date.

BuyBackValueLeasing

Buy Back Value (Leasing): When the current object is acquired through leasing, this is the buy back amount to be paid at the end of the contract to acquire the object.

Best Practice icon.png Specify this value to draw up renewal budgets.

Maintenance Duration (days): Number of days between two preventive maintenance interventions for the equipment associated with the model.

Best Practice icon.png  Specify this value in order to automatically calculate the next maintenance intervention date of each new item of equipment associated with the model.

Estimated Usage Percentage: Estimated usage rate of equipment associated with the model, used by Green IT.

Estimated Electricity Consumption (Watts/Hour): Estimated energy consumption of equipment associated with the model, used by Green IT.

Note

Note: Comments on the form. You can also add images or tables in this field using HTML tags.

Default Attributes

DefaultAttributeTab

List of attributes linked to the current object.

  • Only attributes compatible with the type of the current object can be added. 
  • Update: In this tab. You can also use an integration model based on the Attributes (Equipment, Contracts, Licenses) connector.
  • The attributes are automatically assigned to the equipment associated with the model when they cannot be detected by the automatic discovery tool.
             Example documentation icon EN.png  Modem transmission speed

Default Capacities

DefaultCapacityTab

List of capacities linked to the current object.

  • Update: In this tab. You can also use an integration model based on the Capacities (Equipment, Contracts, Licenses) connector.

Equipment - All

List of all equipment associated with the model regardless of their status.

  • Update: In Equipment forms.

Equipment - In Stock

List of available equipment associated with the model whose status is In Stock.

  • Update: In Equipment forms.

Discussions

DiscussionTab

List of discussions associated with the current object.

  • Users can access discussions based on their domain and the visibility of the discussion. Users must also belong to a group authorized to take part in discussions, i.e. in the Group form, the Discussion Enabled box must be selected.
  • Enter the keywords you want in the Search field and press < Enter >.
  • To cancel the search criteria and return to the complete list of discussions, provided you have the relevant rights, click within the box and then click Discussion - Delete icon.png.

Attachments

AttachmentTab

List of documents associated with the current object.

Potential Suppliers

Potential Suppliers

PotentialSupplierTab

List of suppliers who are able to provide the current object and their prices, in addition to the main supplier specified in the Details tab.

Best Practice icon.png  Specify the suppliers whose prices you want to check when placing an order for the current object.

Stock Limits

StockLimitTab

Maximum and minimum amounts of equipment stock associated with the current object broken down by location.

  • Only storage locations belonging to the current domain will be proposed.

Best Practice icon.png

  • Specify the values for the current object you want to monitor. You can do this by selecting Transition/Asset Management > Logistics > Stock Management.
  • Define scheduled alerts triggered when thresholds are reached.

History of Changes

HistoryOfChangeTab

List of all modifications made to the form. 

Procedure and Wizards

How to create an entry in the catalog

Step 1: Creating the catalog entry.

1. Select References > Catalogs > Equipment Catalog in the menu.

2. Click + New.

3. Specify the information.

4. Click Finish.
The form will be created.
 

Step 2 (optional): Specifying the default attributes.

Note: Only if it is a model whose attributes cannot be detected by the automatic discovery tool.

1. Select the Default Attributes tab.

2. Click + New.

3. Specify the information.

4. Click Finish.

5. Repeat these actions for all the attributes to be added.
 

Step 3: Associating equipment with the new catalog entry.

1. Go to the equipment inventory.

2. Create the references associated with the new entry.

Wizards

Merge Models (Only in List mode)
Update (Only in List mode)
New Attribute
Delete (Only in List mode)

Tags:
Last modified by Unknown User on 2019/05/31 20:54
Created by Administrator XWiki on 2015/11/06 18:41

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