Asset Groups

Motadata allows you to categorize Assets in the CMDB into groups. Groups are a convenient way to differentiate Assets based on certain similarities.

Some of the benefits of using Asset Groups are:

• Asset Groups help Technicians to manage Assets in the Management of Configuration Databases. For Example: if a Technician is responsible for an Asset Group called DATA CENTER ASSETS then one can easily search for the Assets within the group name.
• Groups are used in Hardware Asset notification. For Example: In case there is a Hardware change in a specific Asset Group then a notification is sent to certain users.

To view the Asset Groups page, navigate to Admin > Asset Management > Asset Groups and the list page appears.

List Page

The list page displays a list of asset groups already created. You can view, add, edit, and delete the asset groups. You can also search and view the details of the asset groups.

• Search: You can search for the required asset group based on keywords
• Create: You can create an Asset Group.
• Edit: You can edit the details of the asset group.
• Delete: You can delete the asset group if no longer required.
• View: You can view the assets associated to the group by clicking on the eye icon.

Add Asset Group

To add an asset group,

1. Click the Create Asset Group button on the top-right corner of the page and a popup appears.

2. Enter the below details:
   • Name: Enter the name of Asset Group.
   • Owner: Select the owner of the asset group from the technician list.
   • Asset Group Emails: Add the email addresses of the users.
   • Description: Enter a short description of the asset group.
3. Once done, click Create, and the Asset Group gets added to the list page.

Asset Custom Rules

The custom rules help you to enforce the organization’s compliance while processing an asset. Using these rules you can ensure that any change in the asset attributes is supported by proper comments or notes. For example, any Hardware or Software changes should not be applied by any user.

To view the Asset Custom Rules page, navigate to Admin > Asset Management > Asset Custom Rules.

The below are the pre-defined Manual Update rules which would be violated in case enabled and performed a manual update in the below mentioned components:

• Whether to allow manual updating of Hardware components.
• Whether to allow manual updating of Software components.
• Whether to allow manual updating of Users.

Asset Status

Asset Status determines the progress of the asset tickets at each stage. Using these you can know how much work is done or pending on the ticket and accordingly actions can be taken. The system provides some default status values that are ready for use.

To view the Asset Status page, navigate to Admin > Asset Management > Asset Status > Asset tab.

Here, you can manage the status of the tickets. Also, you can edit the status names, set the default status, and change the color of the status values as per the organization’s theme.

Here, you can do the following:

• View and edit the default status.
• Add and manage the Custom status.
• Re-order the statuses using drag and drop.
• Set the default status of the ticket when a new asset is added.

Add Status

To add a custom status,

1. Click the Add Status link.
2. Enter the Name of the status.
3. Select the color or enter the hexadecimal code by clicking color pallet icon.
4. Click Save.
5. Once added, you can edit or delete the custom status. You can only edit the default statuses and not delete.

Software Rules

In the Service Based industry there are some pre-defined regulations for all the management softwares that are pre-defined while installation. Here, in the Asset management part, assets are broadly divided in 3 divisions which includes Hardware, Software, and Non IT.

Now, here Software as an asset plays a key role because the management of the software assets sounds to be a very tedious job. Thus, various pre-defined rules allows you to notify fewer violations if they occur.

To view the Software Rules page, navigate to Admin > Asset Management > Software Rules.

Below is the list of pre-defined software rules:

Software Type Settings

This allows you to set the ‘Default Software Type’ to any from the pre-defined types. Thus, if any asset is added or discovered the Software type would be by default the selected one here.

Prohibited Software Rules

In an organization, there could be restrictions on the kind of Software that can be used. For example, torrent clients are prohibited at most workplaces. Motadata has a default Prohibited Type called Prohibited, which can be used to flag certain Software Assets. The process of flagging can be done both manually and through automation by adding a rule.

Flagging a Software as Prohibited has the following behavior:
When a prohibited Software is discovered during discovery, a notification is sent to the user of the Installed Asset (Used by) and the Admins. A prohibited Software shows in the All Prohibited Software filter. Any asset can be changed to prohibited manually by changing the ‘Software type’. If all the prohibited types are to be listed down, they can be done as Below:

Flagging a Software as Prohibited is done via adding a software rule with condition too.

Here, you can do the following:

1. Computer Exclusion: You can add assets that you want to ignore for prohibited software.
2. Scan Existing Software: You can scan all the existing non-prohibited software.
3. Add Prohibited Software Rule: You can add rules for prohibited software.
4. Enabled: You can enable or disable the prohibited software rule. By default the rule is enabled.
5. Edit: You can edit the rule.
6. Delete: You can delete the rule if not required. A confirmation message will appear. Click Yes to continue or Cancel to stop the process.
7. Grid: You can view a list of prohibited rules along with their description.

Computer Exclusion

You can ignore the Prohibited Software in certain Hardware Assets. Computer Exclusion lets you add Assets that you want to ignore for Prohibited Software.

To exclude computers,

1. Click on Computer Exclusion and a popup appears. It will display the list of excluded computers.
2. To add more computers to the list, click the Add to Exclusion List button and a list of hardware assets appears.
3. Select the assets to exclude.
4. Click Add.

Add Prohibited Software Rule

To create a prohibited rule for software,

1. Click the Add Prohibited Software Rule button and a popup appears.
2. Enter the Name and Description of the rule.
3. Add Conditions based on which the software will be prohibited. You can add multiple conditions using the Add Condition Group button. To delete conditions, you can use the Remove All Condition.

Mandatory Software

This provides an option to select mandatory list of software that must be installed on all the computers. After each scan check the list of software against the mandatory list. If there are missing software installations then send an email alert similar to what is sent for the prohibited software installation.

The page displays a list of mandatory software along with their details as shown below.

Here, you have the below options:

• Computer Exclusion: You can add assets that you want to ignore for prohibited software. For more details, refer to the section Prohibited Software Rules.
• Add Mandatory Software: You can add software that must be installed on the computers.
• Enable/Disable: You can enable or disable the rule.
• Delete: You can delete the rule if not required.

Add Mandatory Software

To add the software in mandatory list,

1. Click the Add Mandatory Software button and a popup appears.
2. Select the desired software from the list.
3. Click Done.

Software Normalization Rules

Software Normalization is a rule based automation that:

• Makes changes in the Software Asset Details when some specific set of condition(s) are triggered.
• Adds a consolidating Software that fulfils the pre-defined conditions.
• Manages a controlled Software installation type by putting Software either in white list or black list (Prohibited Software).

Software Normalization can be useful in cases where, managing each and every Software Asset discovered is not possible and need is to manage a small set of Software Assets for the purpose of compliance management. Thus, here Software Normalization can be used to change the Type of Software satisfying some predefined conditions.

Also, where the users want to control the kind of software that can be installed or uninstalled in their Computers. And, expect notifications of an un-authorized instance of an installation. In such a case, one can mark all unauthorized Software as Prohibited (black list). Thus, whenever, a Prohibited Software is discovered a notification is sent to the user and admin.

Setting Software Normalization

A user can create Normalization rules that can have two kinds of actions:

1. Upon trigger, Normalization sets certain field values of a Software Asset. For example: Adding a Product to a Software Asset.
2. Upon trigger, Normalization consolidates all Software, satisfying the Normalization rules, into a single suit.

Create a Normalization Rule for Field Assignment

To create a normalization rule,

1. Click on Add Software Normalization Rule and a popup appears.
2. Enter the below details:
   • Name: Change Software Type
   • Description Statement: It will change the software type.
   • Condition Statement 1: When the product= is In = Adobe Photoshop.
   • Action for condition Statement 1: Set software type to = Managed

• Here, the rule type is as Field Assignment.
• Set the condition as Product Equals to Adobe Photoshop; this means that the rule is applicable on Software Assets with Product as Adobe Photoshop.
• Add an action: Set Software Type to Managed. The set action will be performed when the rule is triggered.
• Turn on Include Normalized Softwares in Next Run. Turning on this option allows Software that have been normalized by this rule or any other rule to be included, if conditions are satisfied during its next run.
• When you are done creating a rule, click on Update.

Create a Normalization Rule for Suite
To create a normalization rule,

1. Click on Add Software Normalization Rule and a popup appears.
2. Enter the below details:
   • Name: Microsoft Office Suite
   • Description Statement: It will contain all Office software.
   • Rule Type: Software Suite
   • Condition Statement 1: When the Name = Visual, and
   • Condition Statement 2: When the Name = Microsoft
   • Action for Condition Statement 1 and 2: Add to Suite = Microsoft Visual Studio Code

• Here, the rule type is as Software Suite.
• Set the condition as Name Equals to Microsoft or Visual; this means that the rule is applicable on Software assets with Product as Microsoft Visual Studio.
• Add an action: Add to Suite. The set action will be performed when the rule is triggered.
• Turn on Include Normalized Softwares in Next Run. Turning on this option allows Software that have been normalized by this rule or any other rule to be included, if conditions are satisfied during its next run.
• When you are done creating a rule, click on Update.

Auto Uninstallation Policy

This tab enables you to create a policy using which a software can be uninstalled from all the computers automatically. You can also add an uninstallation command.

The page displays a list of software for which you can add an uninstallation policy. You can also click on the ID to view the asset details.

Uninstallation Command Configuration
To add a command to uninstall a software,

1. Click the Edit icon next to the desired software and a popup appears.
2. Select the option to Generate Uninstall String as Pre-fill Uninstall Command and I will Specify myself.
3. In the Uninstall Command with Silent Switch field enter the command. This is used for the silent uninstallation of software, particularly for exe files.
4. Once the command is entered, click Update.

Add Auto Uninstallation Policy

1. Automatic Uninstallation: Enable if you want to apply the policy to uninstall software automatically.
2. Uninstall Software After: Specify the number of days after which the software should be uninstalled automatically.
3. Once configured, click Update.

Asset Discovery

Asset Discovery is the feature that discovers the assets in the network for asset management. It supports both On-Premise and SaaS-based platforms. Using Asset Management, the admin maintains the records of all the hardware or software assigned to each employee.

Here, Motadata ServiceOps helps in maintaining as well as discovering all the possessed asset records in just one application. In addition, it adds with the asset’s number and exact names. Thus, Asset Discovery helps to find all the assets of each single network or single location using various features such as network scan, domain scan, and SCCM scan. Moreover, adding multiple Credentials for successful network connection will ultimately show the discovery of the assets after the scan.

Assets can be discovered in two ways:

Using Discovery Service: This is used in the On-premise ServiceOps application for discovering the assets (Agentless and Agent-based). To discover the agent-based assets, Motadata ServiceOps agent is required to be installed in the target machines. To install the agent, refer to the Agent Installation Guide.

Using Discovery Poller Service: This is used in the SaaS-based as well as On-Premise ServiceOps application. It discovers the assets in the local network behind the firewall and also remote offices. To achieve this, the Poller service is required to be installed in the network in which the assets are available. To install the Poller Service, refer to the Poller Service Installation Guide.

To view the Asset Discovery page, navigate to Admin > Asset Management > Asset Discovery.

Discovery Service

This tab shows the list of all discovered assets. When a scan is manually performed or scheduled, all the assets list down here in numbers.

It displays two tabs: Running Scan and Completed Scan.

Running Scan
This tab displays the scan currently running along with the details as shown below.

• Section 1 displays the Ongoing Scan services, where the status gets updated as long as the scan keeps on running.
• Section 2 displays the completed scan results with the number of assets that are discovered or not discovered.
• Section 3 displays the button to Refresh the page for continuous update of assets discovered. Stop Scan allows to stop the running scan whenever one requires to stop the further discovery.
• Section 4 displays the details of the scan which includes the network’s name, type of scan, Start date/time, and User.
• Section 5 displays bifurcation of the assets such as Total Assets, Pingable assets, Discovered Assets, and Not Discovered assets.
• Section 6 enables to search the required IP Address from a list of assets discovered.
• Section 7 displays a list of IP Addresses that are pingable, discovered along with their asset IDs.

Completed Scan
This tab displays the details of the scan that is completed.

You can also view the history of the scan by clicking the View History button. The popup displays the Success and Failed count of the assets discovered by clicking on the count of the respective block. It displays the total discovered, not discovered, pingable, and not pingable assets, respectively.

Discovery Poller Service

Similar to the Discovery Service tab, this tab displays a list of all the discovered assets along with their bifurcation based on the selected poller. When a scan is manually performed or scheduled, all the assets list down here in numbers.

It displays three tabs: Pending Scan, Running Scan, and Completed Scan.

You can also view the history of the scan by clicking the View History button. The popup displays the Success and Failed count of the assets discovered by clicking on the count of the respective block. It displays the total assets, pingable, and not pingable assets, discovered Windows, Linux, SNMP, and VM Host assets respectively.

Credentials

Motadata ServiceOps provides an interface to upload all your credentials, so our product can authenticate for an authorized access to a network. A repository stores all the Credentials, also known as a library where you can manage (add, edit and delete) them.

Adding Credential

To create credentials, click the Create Credentials button and a popup appears where you need to fill the details.

The details are:

1. Name: Enter the name of the credential.
2. Credential Type: Select the type of credentials. The options are: WMI, SSH, SNMP, SNMP V3, VMWARE, AWS, AZURE. Based on the option selected, enter the username and password details.
   For example, if Azure is selected, enter the Azure Subscription ID, Client Secret, Client ID, and Tenant ID details.
3. Once you are done, click Save. You can also click the Test Connection button to check the connectivity. Later, you can also edit or delete the credentials if not required.
   Note: The Test Connection button is unavailable in the SaaS application.

You can create multiple credentials required for the future asset discoveries also.

Import Credentials

This option allows you to import the credentials in bulk. To do so,

1. Click the Import Credentials button. The Credential Batches page appears.
2. Click the Import CSV Batch button.

3. Select the .csv file if you already have it filled with the respective fields. If not, select the new .csv file using Click Here and fill the respective details. Once the file is uploaded, click Next.

4. Map the fields as per the requirement. By default it is mapped, only in case of removal or change of some parameters mapping is necessary, and click Save Batch.

5. The Credential Batches page appears. It displays the status of the import along with the details like processing time, total records, success records, failed records, etc. as shown below. Once successful, the imported credentials will appear in the list page.

Network Scan

Network Scan allows scanning of the whole network specified along with the credentials authentication and successful connections.

Here, you can view, add, as well as import IP Networks. Also, you can create a schedule, discover a new asset, poll existing asset, and add Asset in Stage. To import IP Networks, follow the same steps as Import Credentials.

To create a Network Scan,
Click the Create Network Scan button and a popup appears.

Enter the below details:

Once all the details are filled, click Save. The created network will appear on the list page as shown below.

Here, you can do the following:

• Schedule the network scan.
• Discover New Asset
• Poll Existing Asset
• Edit the network scan.
• Delete the network scan if not required.
• You can add the Assets in Stage to CMDB by selecting the option, the asset type, assets and then clicking the Add to CMDB button.

Schedule Network Scan and Polling Scan

Scheduling the discovery scan helps to overcome the similar activity of adding assets every time when a new asset is added.
For every created network, the Scheduler option is given besides the created network as shown in the above figure.

Select the Scheduler option and a popup appears. It displays two tabs: Discover Scan Schedule and Polling Scan Schedule.

In the Discover Scan Schedule, click Create Discovery Schedule button and the options appear.

Enter the below details:

1. Schedule Type: Select the type of schedule. The options are:
   • Once: The schedule will run only once on the selected start date.
   • Daily: The schedule will run daily starting from the selected start date and time.
   • Weekly: The schedule will run once a week as per the selected day and time. Also, provide the start date from which the schedule will be applicable.
   • Monthly: The schedule will run once a month as per the selected date, time, and month. Also, provide the start date from which the schedule will be applicable.
   • Interval: Set the interval in hours or days within which the schedule should run. Also, provide the start date from which the schedule will be applicable.
2. Automatically add Assets in CMDB?: Select Yes if you want to add the discovered assets automatically in CMDB.
3. Email: You can add the email id’s for notification email of network scan results after completion.
4. Once done, click Save. Similarly, you can configure the polling scan schedule.

Discover New Asset

Incase of addition of asset in a particular network, you can just click the Discover New Asset option, which will scan the network and discover newly added assets. You can also add the newly scanned assets automatically in CMDB if required or in stage.

Poll Existing Asset

You can poll the existing assets in the network using the Poll Existing Asset option which will update the added information while discovering.

When the polling completes, the discovery page will display the discovery through Polling as shown below:

Cloud Network

This allows to import and create a network scan to discover the cloud assets. The configurations are similar to network scan.

Here, you can view, add, as well as import cloud networks. Also, you can create a schedule, discover a new asset, poll existing asset, and add Asset in Stage. To import Cloud Networks, follow the same steps as Import Credentials.

To create a Cloud Network,
Click the Create Network Scan button and a popup appears.

Enter the below details:

Once all the details are filled, click Save. The created network will appear on the list page. Here, you can do the following:

• Schedule the cloud network scan. For more details, refer to the section Network Scan.
• Discover New Asset. For more details, refer to the section Network Scan.
• Poll Existing Asset. For more details, refer to the section Network Scan.
• Edit the cloud network scan.
• Delete the cloud network scan if not required.
• You can add the Assets in Stage to CMDB by selecting the option, the asset type, assets and then clicking the Add to CMDB button. For more details, refer to the section Network Scan.

Domain Scan

Discovery can be done via scanning. Apart from network scan, you can perform the discovery via domain scan too.

The list page displays the Name and Domain Name details. Also it displays the created date, time, and name of the creator.

To create a new domain Scan, click Create Domain Scan on the top-right corner of the page, and a popup appears.

Enter the below details:

Once all the details are filled, click Save. The created domain scan will appear on the list page. You can also click the Test Connection button to check if its successful and authenticating.

On the list page, you can do the following:

• Schedule the domain scan. For more details, refer to the section Network Scan.
• Discover New Asset. For more details, refer to the section Network Scan.
• Poll Existing Asset. For more details, refer to the section Network Scan.
• Edit the domain scan.
• Delete the domain scan if not required.
• You can add the Assets in Stage to CMDB by selecting the option, the asset type, assets, and then clicking the Add to CMDB button. For more details, refer to the section Network Scan.

SCCM Scan

Motadata uses Microsoft System Centre Configuration Manager (SCCM) to manage desktops and Windows-based applications where you can integrate with SCCM and fetch the SCCM-scanned asset data. The integration leverages SCCM’s scan capabilities users to avoid installing two agents to fetch asset details. You can also use SCCM for asset discovery and also simultaneously update the asset data.

The assets fetched from the the SCCM database will have the source as SCCM and resource id generated by the SCCM server.

The list page displays the Name, Authentication Type, and Host Name details. Also it displays the created date, time, and name of the creator.

To create a new SCCM Scan, click Create SCCM Scan on the top-right corner of the page, and a popup appears.

Enter the below details:

Once all the details are filled, click Save. The created SCCM scan will appear on the list page. You can also click the Test Connection button to check if its successful and authenticating.

On the list page, you can do the following:

• Schedule the SCCM scan. For more details, refer to the section Network Scan.
• Discover New Asset. For more details, refer to the section Network Scan.
• Poll Existing Asset. For more details, refer to the section Network Scan.
• Edit the SCCM scan.
• Delete the SCCM scan if not required.
• You can add the Assets in Stage to CMDB by selecting the option, the asset type, assets and then clicking the Add to CMDB button. For more details, refer to the section Network Scan.

DNS Configuration

You can configure the DNS server of the application network by adding the Primary and Secondary DNS.

Agent Installation

This allows you to install an agent in multiple computers that fall in the configured network, using the discovery or poller service. Once the computers are discovered you can install or uninstall the agent from them.

Before you install or uninstall the agent using poller, check the following:

• Poller is registered with the main server. You can check this from Admin > Asset Management > Asset Discovery > Discovery Poller.
• Ensure that the required build file is uploaded in the Admin > Asset Management > Asset Discovery > Agent Build.
• Ensure that the required config type: VNC, Remotely, and RDP, is enabled from Admin > Asset Management > RDP Configurations.

To create an agent scan, click Create Agent Installation, and a popup appears.

Enter the below details:

Once all the details are filled, click Save. The created network will appear on the list page. Now, you can do the following:

• Execute Installation: You can install the agent in machines based on the configured domain or network.
• Execute Uninstallation: You can uninstall the agent from machines based on the configured domain or network.
  Note: The installation or uninstallation process can be stopped only in pending state, after that you cannot stop the process. The status of the process will appear in the Agent Installation History tab.
• Edit: You can edit the scan.
• Delete: You can delete the scan if not required.

Agent Build

It displays the list of various platforms with their architecture. This list displays the various agent builds with their updated status.

Here, you can also edit the builds using the Edit Icon.

Agent Installation History

This tab displays the complete scan history of the agents. When a scan is manually performed or scheduled, all the assets list down here in numbers.

It displays three tabs:

• Pending Agent Installation: Displays the pending scan.
• Running Agent Installation: Displays the currently running scan.
• Completed Agent Installation: Displays a list of completed scan.

To view the agents discovered using Poller, first select the desired poller from the dropdown, and the details start appearing in the tabs as per the scan status.

Here, you can click the View History button to view the history of individual scan as shown below. It displays the total count along with its bifurcation. You can also download the scan report in PDF format using the Download History button.

Discovery Agent

This tab displays the list of the agents which are installed for scanning the network. Thus, the discovery of assets is scanned and fetched by these agents. You can have multiple agents too.

Once the agents are discovered, you can delete them from here if required.

Mobile Agents

This tab displays the discovered mobile agents.

Once discovered, you can delete them from here if required. Also, you can configure the settings for mobile discovery.

• Mobile Discovery: Enable if you want to discover the mobile devices.
• Discovery Cycle: Set the discovery cycle to run as per the set time in minutes. The default value is 30 minutes. For Example: If 30 minutes is set the the discovery cycle will run after every 30 minutes.
• Refresh Cycle: Set the time in minutes to refresh the cycle. The default value is 5 minutes.
• Scan this QR Code for Mobile Discovery: You need to scan the QR code to discover your mobile.

Once done, click Update.

Discovery Poller

This tab displays the list of pollers which are installed for scanning the network. Thus, the discovery of assets is scanned and fetched by these pollers. You can have multiple pollers too.

Once the pollers are discovered, you can delete them from here if required. You can also set its Refresh Cycle in minutes using the Settings button. The default value is 5 minutes.

RDP Configurations

Motadata ServiceOps allows you to configure and record the RDP sessions. Before configuring, you need to install the server from the backend and then configure RDP. Once configured, install the required RDP Agent in the target machine. For more details, refer to the Remote Desktop Installation Guide.

To view the RDP Configurations page, navigate to Admin > Asset Management > RDP Configurations.

The page displays three tabs namely:

• RDP Configuration: You can configure RDP session.
• Recorded RDP Sessions: You can view and download the recorded RDP sessions.
• RDP Agent: You can view the RDP Agents with whom the session was established.

RDP Configuration

To configure RDP, enter the below details:

• Enable RDP: Enable to use the Remote Desktop functionality. If this parameter is set as Enable then below parameters will be displayed.
• Config Type: Select the type of configuration. The options are: VNC, Remotely, and RDP.

VNC Connection Type

If you select VNC, the below options appear.

• Enable Video Recording: Enable to capture the video recording of the Technician Remote Sessions.
• Connection Type: Direct or Repeater

Direct
Connection Type Direct is used when computers on which Remote Desktop is required is within the Organization LAN only.

• Password: Put the desired Password for logging to the RDP Session
• Ask user before taking RDP session?: Toggle the flag for Yes or No for permission before the taking the RDP Session
• RDP Agent Port: Mention the configured RDP Port. It is mandatory.
• Refresh Cycle: Select the time in minutes to refresh the cycle from the dropdown.

Repeater
Connection Type Repeater is used for the cases where Remote Desktop Sessions need to be initiated on the computers that are outside the Organization LAN. Repeater needs to be installed which is accessible on public IP and same IP needs to be configured here.

• Repeater IP/Domain Name: Mention the Repeater device’s IP address or domain name.
• Repeater Port: Mention the Repeater device’s Port.
• Password: Enter the desired Password for logging to the RDP Session.
• Ask user before taking RDP session?: Toggle the flag for Yes or No for permission before taking the RDP Session.
• RDP Agent Port: Mention the configured RDP Port. It is mandatory.
• Refresh Cycle: Select the time in minutes to refresh the cycle from the dropdown.

Once all the configurations are done, click Update, and Configure RDP.

Remotely Connection Type

If you select Remotely, the below options appear:

• Ask user before taking RDP session?: Toggle the flag for Yes or No for permission before the taking the RDP Session.
• Host: Enter the host IP address.
• Port: Enter the port number.

Once all the configurations are done, click Update, and Configure RDP.

RDP Connection Type

If you select RDP, the below options appear:

• Auto Record Remote Session: Enable if you want to record the remote session automatically. By default it is disabled.
• Show Remote Session Indicator: Enable if you want to view the indicator of the remote session. By default it is enabled.
• Ask user before taking RDP session?: Toggle the flag for Yes or No for permission before the taking the RDP Session.
• Refresh Cycle: Enter the time in minutes to refresh the cycle.
• Host: Enter the IP address or URL of the host machine.
• Port: Enter the port number. Port 0 is also supported.

Once all the configurations are done, click Update.

Now, you need to install the RDP agent in the target machine, and then establish the RDP session.

Recorded RDP Session

Here, all the recording of the sessions are available. The consolidated list of all the recording will be available here. Also, you can convert your recordings to the M4v format and may download it later by clicking the Download button. The downloaded sessions can be useful for reference at a later stage.

RDP Agent

This tab enables you to view and delete the agents with whom the RDP session was established.

SNMP Custom Properties

Custom properties allow you to fetch specific property values of an SNMP device. The values are located using OIDs (Object IDs). An OID is an address to identify a device and its statuses. For example, you can know the temperature reading coming from a sensor at a remote facility.

An SNMP device can have multiple OIDs, each one for a specific property.

To view the records of SNMP devices with their OIDs, navigate to Admin > Asset Management > SNMP Custom Properties.

Whenever an SNMP device is discovered, the product checks whether the sysOID of the discovered Asset is there in the SNMP Custom Properties or not. If it is there, then the Asset Type, Vendor details, and the custom properties using OIDs are fetched and mapped to the discovered Asset.

Here, you can do the following:

1. Search: You can search for the required SNMP device by selecting the field and entering values.
2. Import SNMP Property: You can import the SNMP property.
3. Import SNMP Device: You can import the SNMP devices in bulk by following the same steps as in the above point.
4. Add SNMP Device: You can add new SNMP device.
5. Grid: You can view a list of SNMP devices along with their details and properties.
6. Add SNMP Property: You can add SNMP properties.
7. Edit: You can edit the SNMP devices’ details.
8. Delete: You can delete the SNMP device if required.
9. No. of Records: You can select the number of records that you want to view on a single page. You can select 10, 25, and 50 records per page.

Import SNMP Property

This option allows you to import the SNMP properties in bulk. To import,

1. Click the Import Import SNMP Property button. The SNMP Property Batches page appears.
2. Click the Import CSV Batch button.

3. Select the SNMP Field Type as Scalar or Tabular.
4. Select the .csv file if you already have it filled with the respective fields. If not, select the new .csv file using Click Here and fill the respective details. Once the file is uploaded, click Next.

5. Map the fields as per the requirement. By default it is mapped, only in case of removal or change of some parameters mapping is necessary, and click Save Batch.

6. The SNMP Property Batches page appears. It displays the status of the import along with the details like processing time, total records, success records, failed records, etc. Once successful, the imported properties will appear in the respective device’s details page.

Add SNMP Device

To add an SNMP device,

1. Click on Add SNMP Device on the top-right corner of the page.

2. Enter the below details:
   • Name: Enter the name of the SNMP device.
   • System OID: Enter the system OID.
   • Asset Type: Select the type of asset.
   • Manufacturer: Select the manufacturer from the dropdown. You can also create a new manufacturer using the Add Manufacturer link.
   • Description: Enter a short description of the SNMP device.
3. Once done, click Add. Once the device is added, you can add properties to it using Add SNMP Property.

Add SNMP Property

To add SNMP Property, click the Add SNMP Property button next to the desired SNMP device and a popup appears. It displays two tabs namely: Scalar Properties and Table Properties.
Scalar Properties Tab:

1. To add,  click the Add Scalar Property button and a popup appears.
2. Enter the Display Name, OID, and click Add.

Table Properties Tab:

1. To add, click the Add Table Property button and a popup appears.
2. Select the Table Name for which you want to add the property.
3. Add property by entering the Display Name, OID, and clicking the Green correct symbol.
4. You can add more properties using the Add Table Property button.
5. Once done, click Add and the property gets added.

Viewing the SNMP Custom Properties

The SNMP devices and properties once added can be viewed in the Asset Details page as shown below.

Vendor Form

The layout of asset management has all the fields required to manage the vendors of an organization. However, to meet the organization’s needs, you can modify the default template and add new fields. The fields can later be used in the automation settings also.

To view the Vendor Custom Fields, navigate to Admin > Asset Management > Vendor Custom Fields and the below page appears.

Here, you can customize the form using the below options:

1. Field Pallet: You can drag and drop the fields from the pallet to add into the form.
2. Re-Order: You can drag and drop the fields to change the order of the form.
3. Duplicate: You can create duplicate fields from the custom fields.
4. Edit: You can edit the fields, make them mandatory, or change their characteristics.
5. Remove: You can delete the custom fields.

Example Scenario: Every Vendor in an organization requires to upload its LOGO for simpler and smoother contracts. This field will help the admin to let the vendor upload the Logo in the form of an attachment.

Enter the below details:

• Name: Enter the name of the field.
• Button Text: Enter the text to appear on the button.
• Required: Enable to make the field mandatory in the form.

Once done, click Add. You can then re-arrange its location, create a duplicate field, edit, or delete it if required. Similarly, you can add other custom fields. For more details on other fields, refer to the link Request Form.

Vendor Catalog

A Vendor is a person or an organization that sales the Products. You can maintain a list of vendors in Motadata that you can associate with each Asset and Product.

To view the Vendor Catalog page, navigate to Admin > Asset Management > Vendor Catalog.

Here, you can do the following:

1. Search: You can search for the required vendor by name.
2. Import Vendor: You can import multiple vendors in bulk.
3. Add Vendor: You can add a vendor.
4. Manage Products: You can link products to the vendor. The products are created from the Product Catalog page.
5. Edit: You can edit the vendor details.
6. Delete: You can delete the vendor if required. A confirmation message appears. Click Yes to continue or Cancel to stop the process.

Add Vendor

To add a vendor, follow the below steps:

1. Click the Add Vendor button and a popup appears.

2. Enter the below details:
   

   Parameter	Description
   Name	Enter the name of the vendor.
   Email	Enter the email address of the vendor.
   Contact Person Name	Enter the contact person name.
   Contact No.	Enter the phone number of the contact person.
   Description	Enter a short description about the vendor.
   Address	Enter the below address details of the vendor: Street Landmark City Pincode State Country

3. Once the details are filled, click Add.

Import Vendor

To import vendors,

1. Click the Import Vendor button on the list page and Vendor Batches page appears.
2. Click the Import CSV Batch button.

3. Select the .csv file if you already have it filled with the respective fields. If not, select the new .csv file using Click Here and fill the respective details. Once the file is uploaded, click Next.

4. Map the fields as per the requirement. By default it is mapped, only in case of removal or change of some parameters mapping is necessary, and click Save Batch.

5. The Vendor Batches page appears. It displays the status of the import along with the details like processing time, total records, success records, failed records, etc. as shown below. Once successful, the imported vendors will appear on the list page.

Manage Products

To link a product to the vendor, follow the below steps:

1. Click Manage Products button next to the desired vendor name. A popup appears.
2. Click Link Product to link to the vendor. For example: Here, Lenovo Tablet Product is linked to the Croma Vendor.

3. Enter the below details:
   • Product: Select the product that you want to link with the vendor. For more details, refer to the Product Catalog page.
   • Price: Enter the price of the product.
   • Maintenance Vendor: Select the maintenance vendor.
   • Warranty Period: Enter the warranty period in years and months.
   • Description: Enter a short description about the vendor.
4. Once done, click Add, and the product gets linked to the vendor. You can link multiple products. Once linked you can also edit or delete it if required.

Product Form

The layout of asset management has all the fields required to manage the products of an organization. However, to meet the organization’s needs, you can modify the default template and add new fields. The fields can later be used in the automation settings also.

To view the Product Custom Fields, navigate to Admin > Asset Management > Product Custom Fields and the below page appears.

Here, you can customize the form using the below options:

1. Field Pallet: You can drag and drop the fields from the pallet to add into the form.
2. Re-Order: You can drag and drop the fields to change the order of the form.
3. Duplicate: You can create duplicate fields from the custom fields.
4. Edit: You can edit the fields, make them mandatory, or change their characteristics.
5. Remove: You can delete the custom fields.

Example Scenario: Every product in an organization requires registration, then this field would help to understand if the product integration or registration is done or not.

Enter the following details:

• Name: Enter the name of the field.
• Default Value: Select the default value of the field from the options added.
• Options: Add the options using the Add link. You can also import the options in bulk using Import Options link.
• Required: You can make the field mandatory.

Once done, click Add. You can then re-arrange its location, create a duplicate field, edit, or delete it if required. Similarly, you can add other custom fields. For more details on other fields, refer to the link Request Form.