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Configuration Guide

Configuration Guide

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Introduction

Configuration Guide Overview
Configuration Levels
Upgradeability
Concepts

Getting Started

How to Use the Search Feature
How to Switch Between ITAM and FAM Profiles
Glossary of Key Terms

Profiles

Profiles

What can be Configured?

What Can Be Configured Overview
List of Configurable Areas
Configurable Profiles
All Main Screens
Forms
Dashboards
Configurable Queries
Asset Entry
Task and Incident Entry
Search
Reference Data Lookup Screens

Menus

Menus Overview
The Menu Editor
Menu Command Builder
Parameters for Queries and Transformations
Menu Security

Menu Categories

Menu Categories
Category Icons

Dashboards

Dashboards Overview
Dashboard Layout
Creating a Dashboard

Queries and Reports

Queries and Reports Overview
Query Variants
Creating a Query
Editing a Query
Query Columns and Display
Query Sorting and Report Design
Advanced Query Techniques
Query Parameters

Query Record Filters

Query Record Filters
Filter Scheme

Forms

Forms Overview
The Forms List
Creating a Form
Editing a Form
Managing Form Fields
Editing a Form Field’s Properties
Advanced Field Types
Form Layout HTML and StyleSheets

User Defined Specification Fields (Custom Data)

Specification Data
Specification Data Category
Specification Data Forms
Multi-Valued Fields
Queries
Lookup Lists

Default Values for Asset Fields

Default Values for Asset Fields

KPI Configuration

Overview

Integration and Data Operations with Transformations

Transformations Overview
Layers and Overrides
The Data Transformation Menu
Creating a Transformation
Editing a Transformation
Transformation Data Sources
Code Editor
Transformation Data Destinations
Source to Destination Data Mapping
Federated Data
Federation to another Application
The AMSX Programming Language
XCS Client Scripting

Data Mapping

Data Mapping

Security

Securing the Web Server
Users
Optional Filters
MFA Setup Guide
Multi-factor Authentication
IP Address Lockdown
Password Complexity
User Logon History
Password Reset
Users Menu Options
Credentials Management

User Groups

User Groups
Editing a User Group
Menu Access
Table Permissions
Asset Editor Forms

Settings

Settings
User Timezone Display
Network Outage Tolerance

Single Sign On

Preparation
Maintaining User Identities
Using different SSO providers depending on Location
SSO with Azure
Azure User Groups
SSO with OKTA
SSO with OneLogin
SSO with DUO Option 1 – Duo Generic OIDC Relying Party
SSO with DUO Option 2 – Duo Web API

Integration to Specific Applications

OKTA to Extract User or Custodian Data
Microsoft Intune
Amazon Web Services
Cisco Meraki
Google Cloud
JIRA AI Asset Matching
Dell Warranties
Azure – Direct Integration
Lenovo Warranties
Windows Autopilot
JIRA Asset Panel Integration
Integration with JAMF

REST API

Overview
Getting Started
API Key Management
API Tokens

Batch Jobs

Overview
Scheduled Transformations

Deployment and Administration

Collection Server Architecture
System Requirements
Backup and Recovery
Upgrading
Email Configuration
Failover

Database in Read Only Mode

Database in Read Only Mode

Single Sign-On

SSO Introduction and Setup
Entra Auto-Permissions
SSO Troubleshooting

How To

How to Create a New User and Assign Permissions
How to Set Up Single Sign-On with Azure AD
How to Set Up Multi-Factor Authentication
How to Create a Custom Form
How to Add a Custom Field to the Asset Screen
How to Create a Lookup List (Dropdown)
How to Create a Custom Dashboard
How to Import Data from a CSV File
How to Set Up a Scheduled Batch Job
How to Restrict What a User Group Can See
How to Customize the Main Menu
How to Configure Email Notifications
How to Use the REST API
How to Set Up an Integration with Azure/Intune