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Version: 1.4.0

ITAM Application Deployment

tip

Role required: admin

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.

Full version deployment

caution

Ensure you are going to install the ITAM application 1.4.0 on the platform version 1.25.0 or higher.

  1. Install the [ITAM] 1.4.0 full.sop package.
  2. If the ITSM application is installed on your instance and you require communication between these applications, install the [ITAM]_ITAM_1_3_1_ITSM_1_12_1_full.sop package and configure the ITAM-ITSM Connector. Once configured, you do not need to reconfigure it as it remains actual for further updates.

Update installing

Install all versions and patches in their release order.

Example:

To update the application from version 1.1.1 to 1.3.3, sequentially install the update packages in the following order: 1.2.1, 1.2.2, 1.2.3, 1.2.4, 1.2.5, 1.3.0, 1.3.1, 1.3.2, 1.3.3, and 1.4.0. Always follow the version deployment instructions.

Update version 1.3.3 to version 1.4.0

  1. Install the [ITAM] 1.4.0.sop package.
  2. (optional) Install the ITAM-ITSM Connector and configure the forms if not done earlier.

Company owner field in the asset form

A new mandatory field Owner company is added into the asset form in the ITAM version 1.4.0. Execute the Update assets - set owner company scheduled script to populate this field with the reference to the company owning the stock that the asset is related to.

  1. Navigate to System Scheduler → Scheduled Scripts.

  2. Open the record Update assets - set owner company ({your instance URL}/record/sys_schedule_script/173945677010361671) and complete the fields with the following values:

    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2024-11-28 01:02:00
    The system will run the script according to the timezone set in the Preferences menu of the platform, not the timezone set on your device. edit the timezone in the Preferences so that it matches the timezone on your device. If they differ, for your convenience, edit the timezone in the Preferences so that it matches the timezone on your device.

When the script is executed, in the active records, the Owner company (company_id) field is completed with the Stock.Company owner (stock_id.consumer_id) field value.

Company owner field in the asset registration task

Besides, the mandatory Owner company field is added to the asset registration task form. Execute the Set registration tasks owner company scheduled script to complete the field of the tasks that are not in the Canceled state with the reference to the company owning the stock the asset is related to.

  1. Navigate to System Scheduler → Scheduled Scripts.

  2. Open the record Set registration tasks owner company ({your instance URL}/record/sys_schedule_script/173884402615726716) and complete the fields with the following values:

    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2024-11-28 01:02:00
    The system will run the script according to the timezone set in the Preferences menu of the platform, not the timezone set on your device. edit the timezone in the Preferences so that it matches the timezone on your device. If they differ, for your convenience, edit the timezone in the Preferences so that it matches the timezone on your device.

When the script is executed, all registration tasks that are not in the Canceled state, the Owner company (owner_company_id) field is completed with the value of the Stock.Company owner (stock_id.consumer_id) field value.