How to configure client hardware replacement settings

This article describes the process of configuring hardware replacement settings for each of your managed clients. These settings are similar to account-level settings, but instead, they are client-specific. This means:

Clicking the Hardware settings for all clients button lets you set global settings that will apply to all your clients. See Account-level settings for additional information.

ClientSettings_01.png

Replacement

  1. Within the Client dashboard, click Customize settings for client_name.
    customize_settings_client_name.png
  2. Turn on the toggle switch to enable custom hardware replacement settings for this client.

  3. Set the average hardware replacement value for each of your hardware asset types.

    1. This ensures the most accurate data on this client's Hardware Lifecycle Report.

  4. Use the Maximum replacement age to determine when a hardware asset is recognized as overdue.

    1. ScalePad Lifecycle Manager uses the warranty expiry date as the end-of-life date by default unless changed.

OrgSettings_02.png

Due soon threshold

  1. Turn on the toggle switch to enable custom due soon settings for this client.

  2. Set the number of days prior to your hardware assets' expiration date, to be recognized as due soon for replacement. Options include:

    • 90 days
    • 120 days
    • 180 days
    • 1 year

Lifecycle report

  1. Turn on the toggle switch to enable custom lifecycle report settings for this client.

  2. Select the checkboxes to show the respective features on your Hardware Lifecycle Report.

  3. Clear any of the boxes to not show them on the report.

    1. Show virtual machines
    2. Show hardware with unknown warranties
    3. Show budgeting

You can now customize the fields included in the hardware lifecycle report. For default reports that already contain asset name, user, make, serial, model, OS, age, purchase date, and warranty expiration date, you are now able to select the following options to include the following:

  1. Show CPU - includes the model type
  2. Show RAM - includes total memory for asset
  3. Show Storage - includes total storage available for asset

RAM:CPU:Storage options_included_HLR.png

The default format of the hardware lifecycle manager is portrait. However, if the selected report fields will not fit on a portrait page, the format will automatically change to landscape.


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