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 ITAM 1.3.0, ensure you have installed platform 1.23.3 or a later version.

Full version deployment

tip

Role required: admin

1. Install the [ITAM] 1.3.0 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, install the [ITAM]_ITAM_1_2_5_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.
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 1.3.0, sequentially install the update packages in the following order: 1.2.1, 1.2.2, 1.2.3, 1.2.4, 1.2.5, and 1.3.0. Always follow the version deployment instructions. To update the application from version 1.1.1 to 1.3.0, sequentially install the update packages in the following order: 1.2.1, 1.2.2, 1.2.3, 1.2.4, 1.2.5, and 1.3.0. Always follow the version deployment instructions.

tip

Role required: admin

1.2.1

Update version 1.1.1 to version 1.2.1

1. Install the [ITAM] 1.2.1.sop package.
2. (optional) Install the ITAM-ITSM Connector and configure forms if not done earlier.

1.2.2

Update version 1.2.1 to version 1.2.2

1. Install the [ITAM] 1.2.2.sop package.
2. (optional) Install the ITAM-ITSM Connector and configure forms if not done earlier.

In this version, a new field Active appeared on the Asset (itam_asset) table. Run the scheduled script Set Active in existing Assets to set its value for all asset records that already exist on your instance.

caution

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

1. Open the scheduled script record Set Active in existing Assets (record/sys_schedule_script/170965537611177121).
2. Select Once in the Run frequency field.
3. Select the Active checkbox and specify the Run date and time as an integer of minutes in the future.
4. Click Save.
5. To monitor the script execution, follow the records in the Main Logs (sys_log) table.

When the script is executed, the Active field on the asset record forms is filled in with the values Yes or No depending on whether the asset is in the final state and stage.

1.2.3

Update version 1.2.2 to version 1.2.3

1. Install the [ITAM] 1.2.3.sop package.
2. (optional) Install the ITAM-ITSM Connector and configure forms if not done earlier.

With this release, a problem has been resolved that resulted in the script not being able to set REM attribute values for configuration units. To update the REM attribute values of existing configuration units related to assets, run the scheduled script Set re model in CI as described below. If there are no asset records yet, you do not need to run the script.

caution

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

1. Open the scheduled script record Set re model in CI (record/sys_schedule_script/171560985413106860).
2. Select Once in the Run frequency field.
3. Select the Active checkbox and specify the Run date and time as an integer of minutes in the future.
4. Click Save.
5. To monitor the script execution, follow the records in the Main Logs (sys_log) table.

As a result, the configuration items of the REM attributes related to existing assets will be updated.

1.2.4

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.

1.2.5

Update version 1.2.4 to version 1.2.5

1. Install the [ITAM] 1.2.5.sop package.
2. Update the ITAM-ITSM connector with the [ITAM]_ITAM.1.2.5_ITSM.1.12.1.sop package, if the ITSM application and this connector have already been installed on your instance.
3. (optional) Install the ITAM-ITSM Connector and configure forms if not done earlier.

Add full text search for assets on the portal

This version has a full text search for assets in the assets list on the portal. In this regard, all assets get a special search index.

To add indices to the existing assets, run the [ITAM] Reindex Assets table server script. To do so, complete the following steps:

1. Navigate to System Settings → Server Scripts.
2. Open the record [ITAM] Reindex Assets table (/record/sys_script/172010221518000015)
3. Click Run.

1.3.0

Update version 1.2.5 to version 1.3.0

caution

Before installing ITAM 1.3.0, ensure you have installed platform 1.23.3 or a later version.

1. Install the [ITAM] 1.3.0.sop package.
2. (optional) Install the ITAM-ITSM Connector and configure forms if not done earlier.

Update asset names

ITAM version 1.3.0 introduces a more concise asset naming format.

Previous format	Format introduced with ITAM 1.3.0
A00008531 Server equipment Application server DELL PowerEdge T40	A00008531 Application server DELL PowerEdge T40

To update the names of the assets created in the previous ITAM versions, run the scheduled script [ITAM] Change name assets. To do so, follow the instructions below:

1. Navigate to System Scheduler → Scheduled Scripts.

2. Open the record [ITAM] Change name assets (/record/sys_schedule_script/172787324211246773) and complete the fields with the following values:

   Field	Value
   Active	Yes
   Run frequency	Once
   Run date and time	Specify the time when the system load is minimal, for example, after midnight. Example: 2024-11-28 01:01:00 The system will run the script according to the time, set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincided with the time on your device.

3. Click Save or Save and exit to apply the changes.

Add closure codes to the completed registration tasks

In ITAM 1.3.0 we added closure codes to the registration tasks.

To add the closure codes to the registration tasks that were completed before installing ITAM 1.3.0, run the scheduled script [ITAM] Add closure code to already completed assets registration tasks. To do so, complete the following instructions:

1. Navigate to System Scheduler → Scheduled Scripts.

2. Open the record [ITAM] Add closure code to already completed assets registration tasks (/record/sys_schedule_script/172985946514168137) and complete the fields with the following values:

   Field	Value
   Active	Yes
   Run frequency	Once
   Run date and time	Specify 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 time, set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincides with the time on your device.

3. Click Save or Save and exit to apply the changes.