Skip to main content
Version: 1.2.4

ITAM Application Deployment

To deploy the ITAM application, complete the following steps:

  1. Install the ITAM application.
  2. (optional) Deploy demo data.

To install the ITAM application for the first time, use the full version pack. To update the application from the previous versions, use the update packages.

caution

Before installing the application, ensure the Is extensible checkbox is selected in the configuration form of the Contracts (contract) table.

Full version deployment

tip

Role required: admin

  1. Install the ITAM – [ITAM] 1.2.4 full.sop. package.
  2. Import the JSON file itam_contract_category.json.
  3. If the ITSM application is installed on your instance and you require communication between these applications, configure the ITAM-ITSM Connector. Once configured, you do not need to reconfigure it as it remains actual for further updates.
  4. Open Admin Preferences and select Simple in the Application field.
  5. Open the Employees (employee) table.
  6. In the burger menu , navigate to Configure → Table.
  7. Click Configure Form Layout above the Related lists area.
  8. Ensure that the Default view name is selected and move the Progress Bar assets location update formatter to the topmost position. Then Save the record.

Update installing

Install all versions and patches in their release order.

Example:

To update the application from version 1.1.1 to 1.2.4, sequentially install the update packages in the following order: 1.2.1, 1.2.2, 1.2.3, and 1.2.4. Always follow the version deployment instructions.

tip

Role required: admin

Update version 1.2.3 to version 1.2.4

  1. Install the [ITAM] 1.2.4.sop package.
  2. (optional) Install the ITAM-ITSM Connector and configure forms if not done earlier.

This patch introduces two updates: a status model for nomenclatures that prevents asset registrations for outdated nomenclatures, and an updated parent-child asset relationship logic. If nomenclature and asset records already exist on your instance, you must run the appropriate scripts to update this data after installing the update package.

Add nomenclature state

note

Follow the instruction below if the Nomenclature (itam_nomenclature) table contains records.

Run the scheduled script Set nomenclature state to set Active state for existing nomenclature records. To do so, follow the instructions below:

  1. Navigate to System Scheduler → Scheduled scripts and open the record Set nomenclature state (record/sys_schedule_script/171698291418285351).
  2. Select On Demand in the Run frequency field.
  3. Click Run.

Create one level "parent asset – child asset" relationship

note

Follow the instruction below if the Assets (itam_asset) table contains records.

When updating your application, you can run the script that cuts multi-level child-parent relationships and leaves only the child-parent pairs on the first level. Child assets will repeat the stage and state of their parent asset. Child assets of other levels will remain related to the parent assets, but they will not repeat their stage and state.

According to the logic of ITAM version 1.2.4 and higher, parent assets can only have child assets on the first level. The child asset cannot be a parent for another asset. Setting multi-level parent asset – child asset relationships will be unavailable.

To set a one level relationship between the assets, run the Set relation between Parent and Child assets scheduled script.

If there are no asset records that are related as a parent and child, you do not need to run the script as the new algorithm creating one level asset relations will be applied automatically.