Asset Management Suite - Workflows

Article:DOC2056  |  Created: 2010-01-27  |  Updated: 2012-04-19  |  Article URL http://www.symantec.com/docs/DOC2056
Article Type
Documentation


Description



 

About Asset Management Suite workflows
Asset Management Suite includes the built-in workflow templates that let you automate common tasks and business processes.
The asset management workflows guide users through the process of completing the following useful tasks:
  • Ownership Validation - Lets you send requests to users so they can verify which assets are assigned to them.
  • Lease Extension and Termination - Lets you notify owners of leased assets and expiration dates. It also lets owners extend or terminate the lease.
  • Purchase Request - Guides a user through a process of requesting hardware and software.

These workflows are provided as part of Asset Management Suite, but require that you install and configure Workflow Solution.

 
Setting up Asset Management Suite workflows
Asset Management Suite includes the workflows that guide users through the process of ownership validation, lease notification, and purchase request.
Before you can use Asset Management Suite workflows, you must set them up in your environment.
Table 1-1               Process for setting up Asset Management Suite workflows

Step
Action
Description
Step 1
Make sure that your environment meets the requirements for setting up the Asset Management Suite workflows.
Before you install Asset Management Suite, make sure that you have the following components installed:
  • Symantec Management Platform
  • Workflow Server
  • Process Manager Portal
NOTE: You must install Workflow Server and Symantec Management Platform on separate servers.
For more information, see the topics about installing Workflow Server in the Workflow Solution Installation and Configuration Guide.
If you manually install your Workflow Server, you must register it in the Symantec Management Console.
Step 2
Install Asset Management Suite.
You install the Asset Management Suite product through the Symantec Installation Manager. Note that Asset Management Suite workflows are now integrated into the Asset Management Solution, and are automatically installed with Asset Management Suite.
For more information, see the topics about installing the Symantec Management Platform products in the IT Management Suite Implementation Guide.
Step 3
Publish Asset Management Suite workflows to a Workflow Server.
After you complete the installation, find the Asset Management Suite projects in the Workflow repository and deploy them to your Workflow Server.
Step 4
Configure Asset Management Suite workflows.
To configure the processes, run the Asset Management Suite Workflow Setup Wizard from the Workflow Server.
Step 5
Configure your data.
To make sure that the Asset Management Suite workflows function properly, create all the necessary associations to the configuration items that relate to these workflows.
Step 6
(Optional) Verify that Asset Management Suite workflows are set up properly.
To verify that Asset Management Suite workflows are set up properly, do the following:
  • In the Symantec Management Console, right-click a user or an asset. Verify that the context menu displays the Ownership Validation by Asset option.
  • In the Symantec Management Console, right-click a lease schedule. Verify that the context menu displays the Extend or Terminate Lease option.
  • In the Process Manager portal, click Submit Request. Verify that you have options for requesting hardware and software.

 
STEP 1 - Register a Workflow Server
Registering a Workflow Server is only needed if you manually install the Workflow Server. If you install the Workflow Server through the Symantec Management Console, you skip this step.
Do the following:
  1. In the Symantec Management Console, on the Manage menu, click Workflows.
  2. In the left pane, click Workflow Enterprise Management.
  3. In the right pane, on the Workflow Servers tab, click Register Server.
  4. In the Register Serverdialog box, select the server, and then click Register.
 
STEP 3 - Publish a workflow in the Symantec Management Console 
You must publish all 12 Asset Management Suite projects that start with AM. You do not need to publish the workflows in a particular order.
Do the following:
  1. In the Symantec Management Console, on the Manage menu, click Workflows.
  2. In the left pane, click Workflow Enterprise Management.
  3. In the right pane, click the Workflow Servers tab.
  4. On the Workflow Servers tab, under Servers, click the server on which you want to publish the workflow, and then click Publish Workflow.
  5. In the Publish To Server dialog box, in the left pane, click Projects, click the workflow that you want to publish, and then click Select Version
  6. In the list of workflow versions, click the version that you want to publish, and then click Next. Note that the most recent version of the project appears first. 
  7. (Optional) In the Process Manager servers list, do one of the following:
  • Check the servers where you want to publish the workflow, specify the administrator's credentials and Form Category, and then click Get Properties.
  • Skip selecting the servers and click Get Properties
  1. Edit the values of any properties, and then click Add. Symantec recommends that you do not edit the default properties, because it may cause the processes to fail.
 
STEP 4 - Configure Asset Management Suite workflows
To configure the Asset Management Suite workflows, run the Asset Management Suite Workflow Setup Wizard from the Workflow Server.
Do the following:
  1. On the Workflow Server, open the Web browser and navigate to the following location:  http://workflowserverurl/AM.InstallationPostInstallWizard
  2. Log on to the setup wizard. Note that only the users that belong to the Administrators group in Process Manager can log on and run the wizard.
  3. On the Welcome page, click Begin Configuration.
  4. On the Collect Informationpages, do the following:
  • Specify the information that is required for the asset processes.
  • Add users to the following three Asset groups in the Process Manager portal: Process Managers, Purchase Managers, and Asset Managers.
  • Update the business justification, approval settings, and the number of days before lease expiration (default is 30 days).
  1. Click Continue.
  2. When the configuration has completed, click Finished.
 
STEP 5 - Data configuration requirements for Asset Management Suite workflows
To ensure that the Asset Management Suite workflows function properly, you must additionally configure your data in the Configuration Management Database (CMDB). You must configure the user data and create the required associations to the configuration items that relate to the workflows.
When you configure the user data, the following requirements must be met:
  • A user must have an account both in the CMDB and in the Process Manager Database.
  • The user's Email field in the CMDB must match the user's Primary Email Addressfield in the Process Manager Database.
  • A user must be a member of the Application Users group in the Process Manager portal or a member of another group that has the Asset.CanViewAssetCatalogItems permission and access to the Service Catalog.
If you synchronize CMDB and Process Manager Database data with Active Directory, make sure that both environments synchronize with the same Active Directory domain controller.
Table 1-2               Requirements for data configuration

Workflow
Required associations
Purchase Request
The users who should be able to request hardware or software must be configured as follows:
  • A User must be associated to a Department that is associated to a Cost Center.
  • A user account must have a manager associated with it.
To create a Hardware Request, the hardware items must be configured as follows:
  • A hardware item must be added to the procurement catalog.
  • Hardware item must have a Manufacturer associated to it.
To create a Software Request, the data must be configured as follows:
  • A user account must have a Computer assigned to it.
  • A software item must be added to the procurement catalog.
Lease Extension and Termination
To use the Lease Extension and Termination workflow, the lease schedules must be configured as follows:
  • A user must be assigned to a lease schedule.
  • At least one hardware item must be associated with a lease schedule.
Ownership Validation
To use the Ownership Validation workflow, the user data must be configured as follows:
  • A user must be associated to a Location.
  • A user must be associated to a hardware item.

 
For more information on specific workflows, see the attached documents.

 



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Article URL http://www.symantec.com/docs/DOC2056


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