Numara Asset Management Platform System Administration Setup

In order to use Numara AMP as the asset management system, Numara AMP must be installed manually by the user within the user’s environment. When configuring Asset Management at the system level, if a user elects to use the Numara AMP Asset Management system, the FP system will not verify Numara AMP is available within the environment. If the user configures asset management using one asset management system and subsequently modifies their system to use a different asset management system, they must re-configure/verify their asset management settings. All asset management configuration settings may not be preserved when switching between asset management systems. In order to integrate with the Numara AMP database, the user will have to create their own DSN on the FP server pointing to the Numara AMP server.

A system administrator can enable or disable NAMP at the system level. NAMP is disabled by default.

Only a single asset management system may be selected for the entire FP install, however, there is also a workspace administration Numara Asset Management Platform page. After you enable the Numara Asset Management Platform for the system, you must go to the workspace administration Numara Asset Management Platform page and configure each workspace to use the Numara Asset Management Platform. (The workspace administration page is only available if asset management is enabled for the system.)

There are four steps to configuring the Numara Asset Management Platform:

• Install Numara Asset Management Platform. This operation is not part of FootPrints. Refer to the documentation accompanying the for details on installation.
• Set up a DSN with login and password (with administration privileges) to connect to the Numara Asset Management Platform database.
• Enable Numara Asset Management Platform system-wide in FootPrints.
• Enable Numara Asset Management Platform within specific workspaces.

Create a DSN, Login, and Password

Before the Numara Asset Management Platform can connect to the NAMP database, there must be a DSN, login, and password created for the database that will be used for asset managment.

Enable NAMP for System

To use Numara Asset Management Platform , it must be configured by the System Administrator.

1. Select Administration | System from the FootPrints toolbar. The System Administration page is displayed.
2. Select Asset Management from the Features section of the System Administration page. The Asset Management administration page is displayed.
3. Click the Enable radio button. This enables the Numara Asset Management Platform for the FootPrints system. It must still be enabled for each individual workspace in which you want it to be available.
4. Select the DSN for the NAMP database from the drop-down.
5. Enter a login and password for the NAMP database.
6. Enter the system administrator password and click SAVE.

Enable NAMP for a Workspace

1. To enable the Numara Asset Management Platform for a workspace:
2. Select Administration | Workspace from the FootPrints toolbar. The Workspace Administration page is displayed.
3. Select Asset Management from the Other Options section of the workspace administration page. The Asset Management page is displayed.
4. Click the Enabled radio button in the General Section.
5. The Fields section allows you to specify the asset data to be included in the issue page and the field in which to display it. It also allows you to exclude data. Be sure to make a selection in one of the columns (Use New Field, Use Existing Field, or Skip This Field) before submitting the page.

• Use New Field—If you choose a new field for any of the AMP information, the new field for the selected data type is created and put in a tab called 'Asset Information'. Click the radio button and enter a name for the new field.
• Use Existing Field—Selecting Use Existing Field maps the specified NAMP data to those fields as they exist today. You can later rename, reorder or reconfigure the fields on the Field Maintenance page.
• Skip This Field—Select a radio button to exclude the asset data from the issue page. The data is still discovered by the Numara Asset Management Platform and exists in the database, but is not displayed on the issue page.

6. The Search Assets section sets options for looking up asset data from within FootPrints as follows:

• Lookup Field—Select a field to be used as the basis of a lookup in the asset management database. The selection should be unique to the asset, e.g., a device name or an IP address, etc.
• Contact Field—Select a contact field to use for looking up asset data associated with the contact. The field should be unique to the contact, e.g., user ID or email address.
• Automatic Lookups—When an action is taken, an asset data lookup will be performed automatically in each instance for which you have checked a box. For example, if you check the box for "create Issue page for agents (when a contact is selected)", an asset lookup is performed when an agent selects a contact on a create issue page and the appropriate fields in the issue page are populated with asset data. Uncheck any boxes for which you don't want an automatic asset lookup to occur. Options are:

• create Issue page for agents (when a contact is selected)
• edit Issue page for agents (when a contact is selected)
• create Request page for customers (after the request is submitted)
• create Issue through incoming mail (agents)
• create Request through incoming mail (customers)

7. Enter your password and click the SAVE button to complete this operation. The workspace is enabled and configured for asset management.