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Unicenter Asset Portfolio Management 11.3.4Service Release SummaryJohn FultonDirector, Product Management, Unicenter APM
February 14, 2008
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Agenda
Service Release Overview
Enhancement Overview
Enhancements
Demonstration
Summary
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Overview
The UAPM 11.3.4 Service Release was designed to:- Address a number of common r11 usability issues
reported by customers- Improve navigation and reduce the number of
keystrokes- Include a number of Argis wizards not delivered in the
initial UAPM r11 release- Bundle a number of new options currently available on
SupportConnect
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancements Overview
Usability and Navigation Enhancements- Default basic search values to previously used value- Usability enhancements within advanced search:
Management of existing criteria Adding ability to control field order
- Audit Trail Enhancements Exposing time stamp Sort Order ascending based upon date and time
- High growth Dropdown lists replaced by Lookups- All lookups now support the ability to resolve or narrow down
search without opening a search window. This is activated by tabbing out of the field.
- Improved Cost Center Hierarchy creation and management
All Level 2 Fixes are rolled into this release
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancements Overview
New Wizards- Subgrouping Assets (web)- Copying Assets or Legal Documents (web)- Change Asset Model (web)- Mass Change (web)- Wizard Progress window (web)- Hardware Migration (APM Utility)
Note: All web wizards are limited via application security
Create additional software asset typesReverse search on entitlements for Companies, Contacts and Locations
Available today on SupportConnect but bundled in this release:- APM Import Tool- Argis to UAPM Post-Migration Utility
Navigation EnhancementsUAPM 11.3.4
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Default Basic Search
Remembers the last ‘search by’ criteria field for
each user for each object.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Advanced Search Navigation and Management
Added ability to control field order
Added ability to identify field position when selecting a new field. The new field will be inserted above the selected ‘Display’ field.
Easily move fields up and down the list.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Advanced Search Navigation and Management
Improved Management of Existing Criteria- Prior to this release, to remove one criteria you had to remove all
criteria. We have added a button to allow you to remove individual criteria.
- The user will now be prompted to save any criteria changes when trying to run an advanced search after making changes and not saving them.
Added ‘Delete’ button
You can also view and
change the logical
operator (and/or)
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Enhancement: Audit Trail
Added time to the ‘Last Update Date’ field
Sort order is now descending based upon both date and time
Added ‘time’ to Last
Update Date field
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Enhancement: ‘High Growth’ Dropdowns replaced by Lookup Lists
All dropdowns identified as ‘High Growth’ have been replaced by Lookup Lists.- High Growth constitutes any list which has the potential to have a
long list of values. This includes many relationship fields (ex. the contact, location, and company on the asset screen) and dropdown lists including cost center, department and GL code.
In conjunction with the conversion to a lookup list, the user can now enter text and ‘tab out’ to perform a search and receive a short list of matching values.- If only one value is found, the field is populated.
The result is fewer key strokes for quicker navigation and data entry.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: ‘High Growth’ Dropdowns replaced by Lookup Lists
Lookup ListsLookup ListsLookup Lists
Simply typing ‘sm’ in the last
name field gives you a short list
of matching values.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Cost Center Hierarchy Management
The screen to create and manage the cost center hierarchy has been improved.
The hierarchies values were moved from the left-hand side to the window to better manage larger numbers of records.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Cost Center Hierarchy Management
Pre-11.3.4, all cost center
hierarchies were
managed through the
tree structure on the left-hand side.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Cost Center Hierarchy Management
Now all hierarchy values are
managed in the window
to better handle larger volumes of
records.
New FunctionalityUAPM 11.3.4
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizards
New Wizards- Subgrouping Assets (web)
- Copying Assets or Legal Documents (web)
- Change Asset Model (web)
- Mass Change (web)
- Wizard Progress window (web)
- Hardware Migration (APM Utility)
Note: All web wizards are limited/controlled via application security
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New Wizard: Subgrouping
Moved from APM Client to Web Interface
Same functionality as was available in the client
Wizard steps you through:- Subgrouping Action- Select Information to Copy- Enter Values- Add Notes Option- Summary
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Subgrouping
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New Wizard: Subgrouping
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New Wizard: Copy
Available for both Assets and Legal Documents
Wizard steps you through:- Defining Number of Copies- Select Information to Copy- Enter Values- Add Notes Option- Summary
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Copy
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New Wizard: Copy
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Change Asset Model
Was available in Argis via the Administration client
Allows you to reassign existing assets to a different model
Typically used when customers identify duplicate models and want to consolidate them
Also available to identify assets not assigned to models which can occur if you create assets in Unicenter Service Desk
A wide array of fields are available for mass change on each major object.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Change Asset Model
New Icon
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Change Asset Model
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New Wizard: Mass Change
Available for all major objects (assets, contacts, legal documents, locations, models, organizations, sites, and companies)
Only accessible through the advanced search
Allows you to identify which records are eligible for the mass change based upon your advanced search results.
Allows you to:- Change all search results records- Only those records matching the field value you entered- Only those records where the field you selected is null
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Mass Change
New Button on Advanced
Search Results Screen
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New Wizard: Mass Change
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Web Wizards
Additional notes on the web wizards:
- Wizard Progress Window
- Security
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Web Wizards: Progress Window
From the homepage select the new ‘Wizard’
icon to get to this windowDropdown lists all wizard jobs in the past 5 days. Select a job to view the
detailed activity.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Web Wizards: Security
Security limits which users can run these wizards by role.
Note: By default, only the Administrator will have access to the wizards.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Migrate Hardware
Available from the APM Utility
Same functionality which was available in Argis
Wizard to move software from one hardware asset to another.
Wizard steps you through:- Selecting current and new hardware assets- Select software to move- Option to add note and update relationship dates- Perform migration
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
New Wizard: Migrate Hardware
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Create Additional Software Asset Types
Only the ‘Software’ asset type exposes the screen which presents the software license attributes.
PROBLEM: For those customers who created their own asset types, they could not identify an asset type of ‘software’ to show the software attribute screen.
This enhancement allows users to flag any asset type as software to expose and capture the software license attributes.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Create Additional Software Asset Types
Software Screen which includes software license
attributes
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Create Additional Software Asset Types
‘Is Software’ option added to identify if the
asset type inherits software characteristics
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Enhancement: Reverse Search on Entitlements
For those customers managing a large number of software entitlements, it was difficult to locate a specific entitlement from within the software record.
The reverse search enhancement allows you to search on entitlements from the ‘entitlee’ which now includes asset, contact, location and company.- Prior to 11.3.4 you could only see software entitlements from a
hardware asset.- This enhancement adds contact, location and company.
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Enhancement: Reverse Search on Entitlements
From the Software Asset Screen you can assign a contact, asset, company
or location.
New nodes have been added to contact,
location and company screens to show the reverse relationship.
New Utilities BundledUAPM 11.3.4
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Bundled Tools and Utilities
APM Import Tool
Post-Migration Utility (Argis to UAPM r11 utility)
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Only applies to customers who haven’t migrated from Argis to UAPM r11
Provides a number of automated tasks to modify/enhance your data, reducing the migration effort
Prior to this utility, several of these activities required ADT and/or coding.
Designed to address the most common migration activities
Provides a central console to perform post migration tasks
Post-Migration UtilityArgis to UAPM Migration Utility
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Post-Migration UtilityArgis to UAPM Migration Utility
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Simplifies the import process Uses the UAPM API to ensure data integrity Requires UAPM 11.3 or higher Includes foundational import functionality
- Flat file support with delimited files- Ad hoc mappings – i.e. allows user to map their own sources- Global values – ex. if all asset are assigned to cost center 111, then you can simply
assign the value ‘111’ to the asset’s cost center without requiring this column in the data source
- Filtering – provides an exception screen to identify a subset of records to import- Merge – provides the ability to combine multiple data source fields into one UAPM field- Inserts and updates – ‘Key’ field allows users to identify rules for inserts or updates- Support for Extended Fields – allows user to import to extended fields- Access to scheduling mechanism to support unattended feeds- Handle object hierarchies – supports the association of objects via relationships- Log file to help troubleshoot mapping and/or data issues
APM Import Tool
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Easily Import and Enhance ITAM DataAPM Import Tool
Easy to use ‘wizard’ interface to import data
Uses UAPM API to ensure data integrity
Identifies flat file data source, delimiter, and object
Provides option to save and open existing mappings
Easily maps data source columns to UAPM fields
Provides exclusion filter
Provides summary statistics
User friendly log file messages to identify mapping and/or data issues
Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.
Summary
UAPM 11.3.4 is a service release which contains a significant number of enhancements focusing on improved navigation and usability.
Service Release highlights:- Improved navigation- Default Basic Search- Six new wizards- Several utilities previously available on SupportConnect
Simplified Import and Migration Tools
- All patches/fixes are rolled into this release- Group 1 Localization (English, French, German, and
Japanese)
Questions & Answers
John FultonCADirector, Product Management, Unicenter [email protected]