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IT Inventory & Assets Management
       System with Helpdesk




          Abhay Kulkarni
Abhay Kulkarni

    Worked in YASHADA as Senior System Analyst for 4
    and half years

    Overall experience of 12 years in IT

    Extensively worked in Open Source Software

    Evaluation of Applications and Technologies,
    
        Installation, Customization, Programming
    
        Implementation, Administration
    
        Training
    
        Maintainence and Support
Agenda

    The IT Scenario

    Some issues

    A few questions

    About the Application

    Applicability

    Demonstration
The IT Scenario

    Organizations grows and as well its Information
    Technology (IT) Infrastructure

    IT is a continuous process :
    
        Procurement of new hardware – New Budgets
    
        Maintainence & Support of existing one
    
        Scrapping of the obsolete

    Supplemented by acquisitions & mergers

    Various operational issues arise
Some issues

    IT, by its nature is volatile

    Service Engineers may join and leave

    AMC or Facility Management agencies may change
    after a year or two

    The computer users may change

    When people leave they take away all the tacit
    knowledge with them

    The organization, as owner of IT assets, remains
    helpless and clueless, if loosely managed

    And so also the newcomers to head start their job
Contd...

    All the Administrative information about the assets
    must be available

    All the Technical details of the assets must be
    recorded and updated over and again

    All the Management related information about the
    assets should be maintained

    To keep all the Commercial & Financial information
    is equally necessary

    So also the history of all the above
A few Questions...

    Which computers still run with 256 MB RAM and /
    or still have CRT Monitors ?

    How many computers run with illegal / pirated /
    unofficial software and where are they located ? To
    whom they are issued ?

    How many software licenses do we have ? For
    which software ? For which versions ??

    How many and where are the assets bought with
    last year's budget ?

    What is the ink level of our network printers ?
Contd ...

    How many requests per day were processed by the
    support team ?

    What is the exact status of the incidents / requests
    raised by the users ? I want figures..

    Are users raising the same issues again & again ?

    Are there any hardware faults or end user faults ?

    Are users / managers satisfied with the service ?

    Is a particular printer consuming more pages ?

    Some actions must be approved by IT Manager only
The ITInfo Application


    Information Resource Manager

    The principal functionality
    
        Inventory
    
        Helpdesk
    
        Management
    
        Reservations
    
        Knowledge base
    
        Reports
Inventory

    The inventory process is automatic and repeatable
    after a predefined time interval

    A client is installed on every computer which does
    all this and communicates with the server

    Further, the records can be modified to a great
    extent for better fine grained searches

    The client can not be installed on some assets like
    network printers and switches. In this scenario, the
    server polls the inventory using SNMP

    Duplicate computers are found automatically
Inventory

    Inventory of the computers fleet with management of the
    devices, their connections and TCO management.

    Inventory of the monitors with management of the
    connections to the computers with their serial numbers,
    screen resolution, type, model & manufacturer etc

    Inventory of the network hardware fleet with management,
    switches, of the connections to the devices (IP, Mac
    addresses, VLANs...)

    Inventory of printers fleet with management of connections
    to the computers and management of cartridges and
    consumable associated and consumption and the thresholds
    of alarm on ink level
Contd...

    Inventory of the external Miscelleneous devices (scanners,
    LCD Projectors, UPS) with management of the connections
    to the computers

    Inventory of the software fleet with the management of
    installations and licenses and expiration dates management

    Assignment of the hardware by geographic area (floor,
    location...) in parent child notation

    Assignment of IT assets to users, groups, departments

    Management of the status of the hardware (working, for
    repair, scrap..)

    History of all actions pertaining to that asset

    Record of all volumes and the free space for each computer
The Central Console
Computer Inventory
Components
Connections
Management

    All the Commercial & Financial information pertaining to
     
         The asset itself
     
         Contracts
     
         Suppliers
     
         Contacts
     
         Documents

    Many to Many relationship
The Asset

    The Supplier, Third Party, The Budget

    Purchase Order No, PO date, Delivery date, Startup date

    Invoice No, Delivery Challan no, Value

    Amortization duration, type, coefficient

    Net Asset value (TCO value + tracking cost)

    Warrantee start date, end date

    Associated contract(s)
Financial Information
Contracts

    Basic information like name, type, start date, period

    Purchase Order No, cost

    Maximum number of assets the contract can cover

    Notification alarms on end or notice for contract

    The contract provider

    The assets covered under the contract
Contracts
Suppliers

    All the necessary credentials & demographic information

    Associated contact persons

    The associated contracts by this supplier

    The assets this supplier has provided

    Any tickets / issues raised about this supplier
Suppliers
Contacts

    All the necessary credentials & demographic information

    Contact information of all the entities like Vendors,
    Suppliers, Contractors, third parties, dealers and
    distributors etc

    Facility of Vcard export of the contact
Documents

    Integrated with rest of the modules like
     
         Assets : scanned copies of PO, Invoice etc..
     
         Contracts : scanned copies of contract document, PO etc
     
         Supplier : brochures, product lists with rates etc..
     
         Contacts : CV of service provider's engineers etc..
     
         Computer product manual, fact sheets etc..
     
         Software user manual, HOWTOs etc..
     
         Restrict the type of documents (doc files not allowed)
     
         Screen shots uploaded while registering a ticket is also a
         document for that ticket / asset
Helpdesk

    Management of the tracking requests for all the types of
    material of the inventory (computer, software, printer,
    even mouse and keyboard)

    User Can post any intervention in the form of incident /
    request

    Many tool-tips are available so as to access the information
    fast and conveniently

    Cost can be recorded in the life-cycle of a ticket

    Tasks for ticket can be created and published in the
    calendar which can be exported in iCal format

    History of a ticket in a threaded manner.
Tickets Central
End User

    End user front end interface for posting incidents / requests

    Email notification of tracking & follow ups of the incident

    Knows the exact status of his ticket at that time

    Can add comments at the request of intervention using web
    interface

    A user can attach the screen shot of the message he gets, as
    a problem if can't describe properly

    Can book / reserve an IT asset marked for reservation for a
    finite time period

    Can change his credentials and basic settings pertaining to
    helpdesk.
Create a Ticket
Technicians

    Display of the tickets / requests in a central console

    Incidents / Requests / Demands priority management

    Tracking of incidents / request / demands with email
    notifications

    Opening / Closing / Re-opening of tickets

    Can add one or several follow ups for that particular
    incident and may close the ticket

    Can send ticket for validation / approval to senior authority

    Can link this ticket to any other ticket

    Can plan the to-dos
Call Co-ordinator

    Superuser for the Helpdesk System

    Has many administrative powers (Assignment of tickets,
    approval of request, assigning tickets to multiple
    technicians, supervisors etc..)

    Can directly mark the history of followups to knowledge
    base as a solution which is available for rest of the users

    Can edit the ticket's properties appropriately (change
    request source, priority, category, urgency, impact etc..)

    Management of planning of a major intervention with iCal
    export
A Ticket
Helpdesk Statistics

    Global graphical bar chart report by status of the tickets,
    average time etc..

    Cross tab reports by ticket with various search criteria, as,
       
           By requester, Technician, Group, Characteristics
           etc..

    Cross tab reports by asset with various search criteria, as,
       
           By hardware, its type, model, location etc..
       
           By components like processor, hard disk, memory
           etc..

    All the reports can be generated in any time frame (By
    selecting Start date – End date) with bar / pie chart and
    exported in pdf / spreadsheet format
Report
Report
Planning
Reservations

    Management of the assets marked for reservation (eg. A
    laptop, LCD Projector, pen drive, external hard disk etc..)

    Has intuitive User Interface (Calendar) for the reservation

    History of all reservations of a asset per user in a specified
    time period
Reservation
Knowledge base

    Management of a basic system of Knowledge Hierarchical

    Management of a Public FAQ (Technical / Operational issues)

    WYSIWYG type of Rich Text format Web based Editor

    When a ticket is solved / closed, its answer / follow up can
    be posted as a Solution, available to all the users

    Facility to upload content items (pdf, audio, video etc..)

    Various links can be given to YouTube videos, other training
    material, HOWTOs, other public FAQs etc...
Reports
General Features

    Entities management (multi node)

    Users management
        –   Authentication & Authorization based system
        –   Many options to manage profiles

    Multiple Authentication Systems (local, LDAP, Active Directory, POP /
    IMAP, CAS, etc...)

    Cache & Pagination system

    Email notification to concerned users on various events like
        –   Expiry of contracts, licenses, cartridges, consumable stocks
            etc..
        –   Commercial & administrative information
        –   Tickets life cycle at various stages
Search System

    Powerful, Complex & Enriched Search module
       –   Can have search on many a criteria
       –   Nested queries to get in-depth reports
       –   Searches can be bookmarked or saved
       –   Display fields can be configured at ease
       –   Export the reports in pdf, csv or spreadsheet
           formats
IT Inventory & Assets Management
       System with Helpdesk




     IT Management is Costly

   Not to Manage IT is Costlier
Thank You

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ITInfo -- IT Inventory & Asset Management System with Helpdesk

  • 1. IT Inventory & Assets Management System with Helpdesk Abhay Kulkarni
  • 2. Abhay Kulkarni  Worked in YASHADA as Senior System Analyst for 4 and half years  Overall experience of 12 years in IT  Extensively worked in Open Source Software  Evaluation of Applications and Technologies,  Installation, Customization, Programming  Implementation, Administration  Training  Maintainence and Support
  • 3. Agenda  The IT Scenario  Some issues  A few questions  About the Application  Applicability  Demonstration
  • 4. The IT Scenario  Organizations grows and as well its Information Technology (IT) Infrastructure  IT is a continuous process :  Procurement of new hardware – New Budgets  Maintainence & Support of existing one  Scrapping of the obsolete  Supplemented by acquisitions & mergers  Various operational issues arise
  • 5. Some issues  IT, by its nature is volatile  Service Engineers may join and leave  AMC or Facility Management agencies may change after a year or two  The computer users may change  When people leave they take away all the tacit knowledge with them  The organization, as owner of IT assets, remains helpless and clueless, if loosely managed  And so also the newcomers to head start their job
  • 6. Contd...  All the Administrative information about the assets must be available  All the Technical details of the assets must be recorded and updated over and again  All the Management related information about the assets should be maintained  To keep all the Commercial & Financial information is equally necessary  So also the history of all the above
  • 7. A few Questions...  Which computers still run with 256 MB RAM and / or still have CRT Monitors ?  How many computers run with illegal / pirated / unofficial software and where are they located ? To whom they are issued ?  How many software licenses do we have ? For which software ? For which versions ??  How many and where are the assets bought with last year's budget ?  What is the ink level of our network printers ?
  • 8. Contd ...  How many requests per day were processed by the support team ?  What is the exact status of the incidents / requests raised by the users ? I want figures..  Are users raising the same issues again & again ?  Are there any hardware faults or end user faults ?  Are users / managers satisfied with the service ?  Is a particular printer consuming more pages ?  Some actions must be approved by IT Manager only
  • 9. The ITInfo Application  Information Resource Manager  The principal functionality  Inventory  Helpdesk  Management  Reservations  Knowledge base  Reports
  • 10. Inventory  The inventory process is automatic and repeatable after a predefined time interval  A client is installed on every computer which does all this and communicates with the server  Further, the records can be modified to a great extent for better fine grained searches  The client can not be installed on some assets like network printers and switches. In this scenario, the server polls the inventory using SNMP  Duplicate computers are found automatically
  • 11. Inventory  Inventory of the computers fleet with management of the devices, their connections and TCO management.  Inventory of the monitors with management of the connections to the computers with their serial numbers, screen resolution, type, model & manufacturer etc  Inventory of the network hardware fleet with management, switches, of the connections to the devices (IP, Mac addresses, VLANs...)  Inventory of printers fleet with management of connections to the computers and management of cartridges and consumable associated and consumption and the thresholds of alarm on ink level
  • 12. Contd...  Inventory of the external Miscelleneous devices (scanners, LCD Projectors, UPS) with management of the connections to the computers  Inventory of the software fleet with the management of installations and licenses and expiration dates management  Assignment of the hardware by geographic area (floor, location...) in parent child notation  Assignment of IT assets to users, groups, departments  Management of the status of the hardware (working, for repair, scrap..)  History of all actions pertaining to that asset  Record of all volumes and the free space for each computer
  • 17. Management  All the Commercial & Financial information pertaining to  The asset itself  Contracts  Suppliers  Contacts  Documents  Many to Many relationship
  • 18. The Asset  The Supplier, Third Party, The Budget  Purchase Order No, PO date, Delivery date, Startup date  Invoice No, Delivery Challan no, Value  Amortization duration, type, coefficient  Net Asset value (TCO value + tracking cost)  Warrantee start date, end date  Associated contract(s)
  • 20. Contracts  Basic information like name, type, start date, period  Purchase Order No, cost  Maximum number of assets the contract can cover  Notification alarms on end or notice for contract  The contract provider  The assets covered under the contract
  • 22. Suppliers  All the necessary credentials & demographic information  Associated contact persons  The associated contracts by this supplier  The assets this supplier has provided  Any tickets / issues raised about this supplier
  • 24. Contacts  All the necessary credentials & demographic information  Contact information of all the entities like Vendors, Suppliers, Contractors, third parties, dealers and distributors etc  Facility of Vcard export of the contact
  • 25. Documents  Integrated with rest of the modules like  Assets : scanned copies of PO, Invoice etc..  Contracts : scanned copies of contract document, PO etc  Supplier : brochures, product lists with rates etc..  Contacts : CV of service provider's engineers etc..  Computer product manual, fact sheets etc..  Software user manual, HOWTOs etc..  Restrict the type of documents (doc files not allowed)  Screen shots uploaded while registering a ticket is also a document for that ticket / asset
  • 26. Helpdesk  Management of the tracking requests for all the types of material of the inventory (computer, software, printer, even mouse and keyboard)  User Can post any intervention in the form of incident / request  Many tool-tips are available so as to access the information fast and conveniently  Cost can be recorded in the life-cycle of a ticket  Tasks for ticket can be created and published in the calendar which can be exported in iCal format  History of a ticket in a threaded manner.
  • 28. End User  End user front end interface for posting incidents / requests  Email notification of tracking & follow ups of the incident  Knows the exact status of his ticket at that time  Can add comments at the request of intervention using web interface  A user can attach the screen shot of the message he gets, as a problem if can't describe properly  Can book / reserve an IT asset marked for reservation for a finite time period  Can change his credentials and basic settings pertaining to helpdesk.
  • 30. Technicians  Display of the tickets / requests in a central console  Incidents / Requests / Demands priority management  Tracking of incidents / request / demands with email notifications  Opening / Closing / Re-opening of tickets  Can add one or several follow ups for that particular incident and may close the ticket  Can send ticket for validation / approval to senior authority  Can link this ticket to any other ticket  Can plan the to-dos
  • 31. Call Co-ordinator  Superuser for the Helpdesk System  Has many administrative powers (Assignment of tickets, approval of request, assigning tickets to multiple technicians, supervisors etc..)  Can directly mark the history of followups to knowledge base as a solution which is available for rest of the users  Can edit the ticket's properties appropriately (change request source, priority, category, urgency, impact etc..)  Management of planning of a major intervention with iCal export
  • 33. Helpdesk Statistics  Global graphical bar chart report by status of the tickets, average time etc..  Cross tab reports by ticket with various search criteria, as,  By requester, Technician, Group, Characteristics etc..  Cross tab reports by asset with various search criteria, as,  By hardware, its type, model, location etc..  By components like processor, hard disk, memory etc..  All the reports can be generated in any time frame (By selecting Start date – End date) with bar / pie chart and exported in pdf / spreadsheet format
  • 37. Reservations  Management of the assets marked for reservation (eg. A laptop, LCD Projector, pen drive, external hard disk etc..)  Has intuitive User Interface (Calendar) for the reservation  History of all reservations of a asset per user in a specified time period
  • 39. Knowledge base  Management of a basic system of Knowledge Hierarchical  Management of a Public FAQ (Technical / Operational issues)  WYSIWYG type of Rich Text format Web based Editor  When a ticket is solved / closed, its answer / follow up can be posted as a Solution, available to all the users  Facility to upload content items (pdf, audio, video etc..)  Various links can be given to YouTube videos, other training material, HOWTOs, other public FAQs etc...
  • 41. General Features  Entities management (multi node)  Users management – Authentication & Authorization based system – Many options to manage profiles  Multiple Authentication Systems (local, LDAP, Active Directory, POP / IMAP, CAS, etc...)  Cache & Pagination system  Email notification to concerned users on various events like – Expiry of contracts, licenses, cartridges, consumable stocks etc.. – Commercial & administrative information – Tickets life cycle at various stages
  • 42. Search System  Powerful, Complex & Enriched Search module – Can have search on many a criteria – Nested queries to get in-depth reports – Searches can be bookmarked or saved – Display fields can be configured at ease – Export the reports in pdf, csv or spreadsheet formats
  • 43. IT Inventory & Assets Management System with Helpdesk IT Management is Costly Not to Manage IT is Costlier