Manage Models

This article contains the following topics:

A model is an IT product type and the purchase name of the software, hardware, and IT assets. Models would get defined first in the repository when discovery runs. For all the discovered assets, the default categorization is <hardware.asset>. You can change the default categorization to classify the assets correctly. For example, Hardware. Server or Hardware.Workstation. After model is classified in the repository, it acts like a product template for the physical assets that are created. The assets inherit the properties or attributes from the model, such as the name, asset, model, and manufacturer. You can populate models into the asset repository using the following processes:

• Asset Discovery
• Bulk Processing the Model worksheet
• Manually creating models

As an administrator you can perform the following tasks:

• Search Models
• Edit Models
• Take Bulk Actions on Models
• Create a New Model

Search Models

When you want to locate one or more models, use the search tool. The search tool lets you locate any model in the database. To limit the scope of your search, provide the model name, manufacturer name, or the CCTI as search criteria. Based on the search criteria, a list of matching models appear in the search results. Clicking the name of the model displays information about it in the model information page.

Edit Models

As an administrator you can edit the Model Information.

Follow these steps:

1. Log in to the application and navigate to MANAGE> ADMINISTRATION> Tools> Models.
2. Select the model. Click the drop-down button and select Edit Model in New tab. The Model Overview tab displays to let you change any of properties for the model.
   Note: To use Update the CCTI and Create Manufacturer options, click Actions button from the Edit Model page.

Bulk Actions

Bulk actions are workflow actions, and are applied to multiple models selected from the model list. You can take a bulk action when you want to apply the same action on more than one model. For example, as an administrator, you can update the manufacturer for multiple models.

The following Bulk Actions are configured for you by the Administrator:

• Update Manufacturer

Follow these steps:

1. Log in to the application as an Administrator and navigate to MANAGE> ADMINISTRATION> Tools> Models.
2. Select the models that you want to apply bulk actions to.
3. Click Bulk Actions and click the action that you want to apply from the list of actions.
   Note: You can also apply a bulk action to a single model.

Create a Model

While creating an asset, you select a model, a manufacturer, and a related CCTI. As result, all the attributes that are related to the template are displayed in the create asset form. As an administrator you can create a model.

Follow these steps:

1. Log in to the application as an Administrator and navigate to MANAGE> ADMINISTRATION> Tools> Models.
2. Click New Model and enter the information such as Name, CCTI, Manufacturer, and Part Number.
3. Click Save.
   A new model is created.

Export Model List

You can export the list of models to save and view the details of assets.

Follow these steps:

1. Log in to the application and navigate to MANAGE> ADMINISTRATION> Tools> Models.
2. Click Print to PDF or Export to CSV to export the list according to your choice.
   The file is saved to your local computer.