Streamlining asset identification

Managing a large inventory of hardware assets is crucial for you to enhance the IT infrastructure of your clients. Lifecycle Manager's Hardware console offers tools to streamline this process by utilizing advanced filtering options. This article will take you through the steps to effectively use these features to transform a list of assets into a focused, manageable inventory, enabling proactive asset management and insightful client reporting.

You can filter data to create smaller, more manageable sets based on meaningful categories. The filtering feature allows you to select one or multiple options from a list of items. As a result, Lifecycle Manager provides a more refined, drilled-down search experience.

These filters make recognizing and viewing key data easier, providing instant feedback and the option to make minimal, progressive modifications. These filters lower the dependence on Personalized Insights to find resources that require action. Your capacity to discover and reveal customer insights should improve.

How to apply advanced filtering on the Hardware console

Lifecycle Manager can filter data based on any available field, so you can find a specific hardware asset or a list of workstations with an unsupported OS.

Type
Filter your results by hardware type.

Choose to view assets by type such as Servers, Workstations, VMs, Mobile devices, Network equipment, and Imaging devices.

Manufacturer
Filter results by manufacturers

Is or Is not
Filter assets by manufacturer, allowing you to isolate assets from specific hardware providers.

Software

Determine which assets have certain software installed or not, which is useful for compliance checks and software upgrade planning.

Software category
Filter your results by software category.

For example, you can filter search results based solely on Endpoint protection software.

Memory
Filter your results by available memory.

Whether memory is Between, Under, or Over a specified value. Filter assets based on memory capacities to identify those assets that might require upgrades to meet new software requirements.

Age
Filter your results by the asset age.

Filter your results based on whether memory is Between, Under, or Over a specified value. Identify older assets to prioritize replacement actions.

Backup

Filter your results based on whether assets have a configured backup or no configured backup.

Warranty

Filter your results by current warranty coverage. Options include Expired, Not Expired, and Unknown. Identify assets with expiring or expired warranties to prioritize renewal actions.

Total storage

Whether total storage is Between, Under, or Over a specified value. Filter assets based on total storage capacities to identify those assets that might require upgrades to meet new software requirements.

OS status
Filter your results by OS status.

Find assets based on the operating system status—supported, unsupported, or soon to be unsupported—to plan necessary updates.

ScalePad Warranty Availability

Check which assets are eligible for ScalePad warranty coverage to ensure service continuity.

Processor Manufacturer

Filter your results by processor manufacturer. (i.e., AMD or Intel)

Integration Sources

Filter your results by integration source.

Person assigned

Filter based on whether a user is assigned or is not assigned

In Initiative

Determine whether assets are already included in ongoing initiatives, aiding in project management and resource allocation.

Hidden assets, Insights, and DMI

Insights and DMI should reflect a realistic assessment of your client's environment, so hidden assets count towards any applicable insights and your DMI score.

Using the general search bar

For more granular searches, the general search bar allows for partial and full word searches:

Full and partial word search - The search supports a partial and full word search. Ensure that spaces exist between each full word.

For example, if you want to focus a search on a specific client, enter the client's name. To further refine the search, enter a manufacturer’s name and then the asset model. As an example, a full-word search could look like Dell OptiPlex 9020.

Customizing the hardware console view

To enhance visibility and focus on relevant data, you can customize the columns displayed in the Hardware console:

hardware_console_configurable_columns.png

Adjusting the hardware console display

  1. Click the Choose columns button

  2. Based on the information you want to view in the Hardware console, select or deselect the desired columns.
    You don't need to refresh when you add or take away columns from the console.

In the table configuration, the Name & Serial and Client & Location columns are static. These columns cannot be disabled or removed from the display, ensuring this essential information is always visible.

The column choices are:

  • Person assigned - user assigned to asset

  • User - last logged in user

  • Last Check-In Date - includes the last time a user has used the device

    • All supported RMM's, except ConnectWise RMM, provide last check-in date data
  • Type - hardware asset type
  • Manufacturer - asset manufactuer

  • Model - asset model

  • Processor - Processor model and manufacturer

    • Processor information is included in the spreadsheet export as two separate columns which are:

      • Processor Model

      • Processor Manufacturer

  • Memory - total memory on asset

  • Total Storage - Total storage specifications

  • OS - currently installed operating system

  • Purchased - asset purchase date

  • Expires - Warranty expiration date

  • Renew - ScalePad warranty renewal
  • Initiative - shows if an asset is included in an initiative


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