Version 1.4.0
ITAM version 1.4.0 is only compatible with the platform version 1.25.0 and later versions.
This version of ITAM introduces automatic and manual asset relation to configuration items.
You can now define whether a new asset should be automatically related to a configuration item upon registration or if the relation can be established later — manually or automatically.
You can now register asset records based on existing configuration items. This functionality allows you to populate information about the assets that need to be recorded based on the configuration items that have already been created in the system (for example, as a result of importing or discovering IT infrastructure). The asset administrator role has been added to the system to validate the asset records created in this way.
In addition, we adjusted the operational asset accounting and demand gathering functionality and included the ability to distinguish between the company that owns the assets and the company that has the assets in use.
We updated the demonstration data package to conform with the latest updates to the platform and the ITAM 1.4.0 application itself.
Also, we updated the fields and logic of the forms:
- Assets (itam_asset),
- ITAM Demands (itam_demand),
- Asset Registration Task (itam_registration_assets),
- Asset Allocation Task (itam_asset_allocation).
New functionality
Relation an asset to the corresponding configuration item
In this version, you can manage the cases when the asset registration does not require immediate related CI record creation, but later you can relate the nomenclature assets with records of configuration items that already exist in the system and meet the conditions for creating a relation. To do so, in the Nomenclature form, a new Create CI relationship checkbox is added.
If the Create CI checkbox is selected, the asset record is immediately related to the corresponding configuration item during the asset registration task.
If the Create CI relation checkbox is selected, the Corresponding CI field appears in the asset form related to the selected nomenclature. The asset manager can complete the field with the required value.
The process of relating assets to CIs can be performed automatically if the system property itam.discover.asset.connect_asset_asset_ci.enabled is enabled. In this case, the system will monitor updates on the CIs forms and create asset connections automatically if all conditions are met.
Read more in the Nomenclature article.
New fields on the Asset form
In this version, the out-of-the-box logic includes the opportunity to distinguish between the company that owns an asset and the company that uses it.
The Owner company field now references the company that owns the asset rather than the company managing its stock. The owner company is specified during the asset registration task. To enhance asset management experience, we have lifted the restriction that the asset stock must belong to the owner company.
We have also added the fields:
- Cost center that references the cost center of the company owning the asset.
- Consumer company that references the company that uses the asset. The field is automatically populated as part of the asset allocation task.
ITAM Demand and ITAM Demand Item
We have improved logic in the ITAM Demand (itam_demand) form, namely the Owner company field must match the Cost center company specified in the ITAM Demand record.
In the asset reservation widget of the ITAM Demand Item (itam_demand_item) form, you can now select only the assets from the stocks owned by the company related to the specified Cost center.
Asset Allocation Task
Within the asset allocation task, the restriction related to the company has been removed. Now you can allocate assets to any user whose record is active and not blocked. Assets can be allocated from any active stock.
Updated demonstration data
We have updated the demonstration data in this release due to the changes introduced in the platform versions 1.25.0 and 1.26.0.
Contracts:
- the Contracts (itam_contract) field has been replaced with the Category field with a drop-down list of options.
- in the contract subject, Purchase has replaced Delivery. Now, the new subject would be as follows: Purchase by LLC "Supplier of Goods".
- each contract record now has two document records, one of them is inactive.
- contract start dates have been changed to 2025.
- the documents of type Other have the mandatory field Comment populated to prevent document saving errors.
Users and user groups:
- ITAM-PURCHASE-MANAGERS and ITAM-PURCHASE-APPROVERS user groups have been added.
- members of the following groups have been given the approval right delegated from all other demo users:
- ITAM-PURCHASE-MANAGERS
- ITAM-CONTRACT-MANAGERS
- ITAM-OPERATIONS
- ITAM-DEMAND-MANAGERS
- three users with the itam_admin role have been added. They can verify the asset records created as a result of the discovering.
- the calendar in the demo user records has been changed to 24/7 for a more convenient work with the demonstration data.
- a new rule is created to auto-assign ITAM Demands to the ITAM-DEMAND-MANAGERS group.
Other Changes:
- created one entry in the Cost category (cost_category) table.
- expanded the list of demonstration assets.
- additional three CMDB models associated with inactive nomenclature records have been created.
- a script was created to simulate the discovering process, as a result of which configuration items are created in the system. The system finds CIs every 3 seconds, which allows users to monitor the process in real time.
- introduced a scheduled script that creates related CIs when nomenclatures are activated.
- removed the Serial Number and Inventory number REM attributes.
- The Owner company field references the Company (org_company) table as per changes in platform version 1.26.0.
- the [ITAM] Demo data creation script scheduled script is now run on demand.
See documentation on how to install the demonstration data.
Fixes
DEF0020496, DEF0019837: Added and corrected some translations.