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Contents
  • Configuring CA Service Management Integration Overview
  • MDB Database Settings
  • Asset filters
  • Integration settings
  • Import Settings
  • Publish Settings
    • Table of Contents

    Configuring CA Service Management Integration Overview

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    To begin, log in to the AssetTrack web interface as an Administrator, and choose Settings from the top right menu to access the AssetTrack configuration screen. Then select the CA Service Management section to configure your UAPM integration settings.

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    Image AddedMDB Database Settings

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    Click Connect to connect to the MDB. This will verify the connection settings and enable the Asset filters section below.

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    Caution Caution
    If you change any of the MDB settings after you've connected to an MDB, you will be warned and your filters will be cleared. 

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    Asset filters

    Asset filters allow you to control the assets that are imported from the CA MDB. You can include or exclude assets based on their Portfolio status or their Family or Class (both included in the Asset type list). Filtering assets allows you to exclude any assets that you don't want AssetTrack to import.

    SettingDescription
    Portfolio statusThis section specifies the portfolio statuses to include or exclude. Select Include or Exclude above the list and then check the portfolio status values to include or exclude.
    Asset typeThis section specifies the family or class values to include or exclude. Select Include or Exclude above the list and then check the family or class values to include or exclude. Classes are displayed with their families before the ">" character.
    Asset countClick on the Recount button to count the number of assets that would be imported using the current filter settings.

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    Choosing your CA Service Management product

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    SettingDescription
    Max errors toleratedThe number of import errors to tolerate before aborting the entire import run. Import errors can occur if there are duplicate asset tags and/or serial numbers in the source database. Duplicate asset records will not be imported into the database, and should be fixed in the source data. However, you can increase this setting to make AssetTrack tolerate a certain number of errors and still continue to import other data.
    Import contact code fromThe field within the UAPM contact table to import into AssetTrack's Assignee.Code field. You should select the field in the UAPM Contact table that contains a unique value for each of your contact records. AssetTrack will display this value alongside the Assignee record in the drop down menus on devices and web forms. The options are:
    • Alternate Identifier (ca_owned_resource.alternate_identifier)
    • Phone Number (ca_owned_resource.pri_phone_number)
    • User ID (ca_owned_resource.userid)
    • Email Adress (ca_owned_resource.email_address)

    What is the significance of the Assignee Code field?

    The Importer allows you to customize which field from Unicenter's Contact object is imported as AssetTrack's Assignee Code. Assignee Code is an identifier that is useful to data entry personnel in differentiating assignees that have the same name.

    Assignee autocompleteImage RemovedImage Added

    For example, for a common name like "John Smith", Assignee Code helps to disambiguate records that show up in autocomplete lists thoughout AssetTrack.

    Import asset organization fromIndicates from which UAPM Asset field to import into Asset.Organization field within AssetTrack.
    • Responsible Organization (ca_owned_resource.responsible_org_uuid)
    • Organization Bought For (ca_owned_resource.org_bought_for_uuid)
    Import organizationsIndicates whether AssetTrack will import Organizations from the MDB or not. Disabling this can increase the speed of imports from the MDB. If organizations are not needed on your AssetTrack forms, you do not need to import organizations.

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