Guide
Find systems in the inventory: search, filter, sort and save as a view
You quickly find the systems you need in a large inventory with search, filters and sorting, and save the setting as a view for next time.
5 min read
Guide
Create a service certificate for a supplier and service
How to record which scope, validity and reporting duty apply to a service at a supplier.
3 min read
Guide
Define support levels with scope and staffing on the service certificate
How to define per support level what is delivered, in what time, via which channels and who is R, A, C and I.
4 min read
Guide
Monitor the reporting obligation of a service certificate
How knooing generates reports per period from cadence and format, monitors deadlines and confirms receipt.
4 min read
Guide
The service certificate on an incident or problem: see and set it
How to see which service certificate applies to an incident or problem and set it yourself if needed.
4 min read
Guide
Agree problem management in the service certificate: services, deadlines, escalation
How to record services and deadlines for root cause, workaround and resolution in the service certificate and what happens on a breach.
4 min read
Guide
Use support level and staffing from the service certificate on a ticket
How to choose the support level per service certificate on a ticket, compare the staffing and apply it.
4 min read
Guide
See the problems and incidents of a service certificate
How to see which problems and incidents belong to a service certificate and how to reach it via search and the service page.
4 min read
Guide
Record a server as an asset and link it to its database and application
Step by step to record a physical server with its inventory number and link it to the database and application that run on it. Afterwards the device data and its dependencies are on one page.
8 min read
Guide
Prepare devices for the assignment: relations and network identifiers
How to connect devices to services, store network identifiers such as hostname or IP address so monitoring and interfaces recognize them, and use columns, sorting and CSV in the configuration management tables.
7 min read
Guide
Link the maintenance contract on a system: accept the suggestion from the reference
How to turn the maintenance contract reference on a server, storage or network device into a real contract link with one click, and then see supplier, term and notice date right on the system.
4 min read
Guide
Get warned before a system's end of support and end of life: maintain the dates, open the warning, choose the e-mail
Step by step to timely warnings for servers, databases and other systems: enter the end of vendor support and the end of life on the system, open the warning in the bell and decide whether and when the e-mail comes.
7 min read
Guide
Generate, read and sign off the control evidence report: segregation of duties, incidents and problems
You generate the report on segregation of duties, incidents and problems for a period, read the figures, download it for the audit and have a second person sign it off.
6 min read
Guide
Handle cases for missing or expired evidence
Find missing or expired supplier security evidence as a case in configuration management, jump to the engagement and close the case with new evidence.
4 min read
Guide
Set deadlines and advance warnings: how early knooing warns before a date
Step by step to suitable advance warnings: set the lead times for end of support and life, contract end, notice day, warranty and maintenance end, save them and reset them to the defaults if needed.
4 min read
Guide
Set experience targets: target values per provider and service in the service certificate
Step by step to target values for how reporters experience a provider: open the service certificate, enter satisfaction, response, reopening and confirmation targets and save.
4 min read
Guide
Deliver ITAM data via the API: usage, lifecycle, SBOM and device values
Step by step to set up a service provider's delivery: create a key with the right permissions, send sign-ins, lifecycle dates, SBOM and acquisition values, read the response and check the result in knooing.
9 min read
EOL and legacy register
Guide
Request continued operation of a legacy system: exception with risk assessment
Step by step to a request in the EOL/legacy register: pick the system, record the reason and compensating controls, and rate the risk of continued operation with and without controls.
7 min read
Guide
Approve or reject exceptions for legacy systems: depending on residual risk
How to decide as the second person on a request in the EOL/legacy register: from the bell to the request, confirm the residual risk, give a reason from level high, or reject with a reason.
6 min read
Guide
Reassess approved exceptions and maintain the modernization plan
What to do when the risk of a legacy system changes: reassess the exception, prove the history of versions and decisions, maintain the modernization plan and close the exception.
7 min read
Guide
Evaluate the EOL/legacy register: add missing assessments, filter, export
Add missing risk assessments to older exceptions, filter the register by state and residual risk, export the selection as CSV for audits and understand the read-only role.
6 min read
EOL/EOS report
Guide
Read the EOL/EOS report: what runs out in the next 24 months
Open the EOL/EOS report, read due and expired systems and applications, understand replacement status, measures and replacement date, and change the preview.
7 min read
Guide
EOL/EOS report as a file: current state and monthly reports
Export the current EOL/EOS report as a CSV file, download the monthly stored reports and understand the columns of the file and who sees what.
6 min read
EOL/EOS change notifications
Guide
Choose who is notified about new and changed EOL/EOS information
Step by step to choose who is notified immediately when an end of support or end of life is entered, changed or removed: open the page, pick roles, teams or people, check the preview and save.
6 min read
Guide
New and changed EOL/EOS information: open the notification and look it up
Step by step to work with the notification about a new or changed end of support or end of life: open it in the bell, set up the e-mail and look up all changes in the EOL/EOS report.
6 min read
Data model and classes
Documentation
Understand the configuration data model: classes, fields, relation types
What the configuration data model defines, where to view and change it, and how classes, fields, required data and relation types work together.
6 min read
Guide
Derive a class from a standard class: adjust fields, required data and required relation
How to create a new class from a standard class such as server in one step and adjust fields, required data and required relations before creating it.
7 min read
Guide
Create your own class without a template: required core fields and custom fields
How to create a brand-new class such as load balancer, make criticality required and add your own choice field.
5 min read
Guide
Create your own relation type: direction, allowed classes and effect on outage assessment
How to create your own relation type such as replicates to, name both reading directions, limit the allowed classes, decide on the effect on outage assessment and recognize delete protection.
7 min read
Guide
Record a system by the class rules and connect it: required data, relations, further relations
How to record a system of your own class, read the collected message about missing required data and connect the system to other objects under the relation rules of the classes.
8 min read
Guide
Change a field later and read the model history
How to change the label and choices of a field after creating it, see beforehand how many objects are affected, and trace every change in the model changes tab.
5 min read
Guide
Set core fields for all classes: required, hidden, label and default value in one place
How to define once which core fields every configuration item must carry, what they are called and how they are pre-filled, and how single classes deviate from that.
5 min read
Guide
Set the asset class: which classes count as assets
Step by step to see in the class model which classes are asset classes, turn an own class into an asset class and check that its objects show up in the hardware inventory and in the model history.
6 min read
Master data and reference sources
Guide
Master data at a glance: maintain value lists and find locations, people and sources
The Master data page brings together value lists, the paths to locations, responsible people and departments, and the sources that deliver reference data. How to find your way around and create a value list.
6 min read
Guide
Control reference sources: authority, full snapshot, lock on manual edits and delivery deadline
How you decide how far an external system may determine your master data: register the source, create the reference source, set authoritative source, full snapshot allowed, lock manual edits and delivery deadline.
9 min read
Guide
Deliver reference data through the interface: create a key, send the call, read the response
How to set up an external system that keeps locations, people or value lists in knooing up to date: create a key with a source, read the example call, send the delivery and understand the response.
10 min read
Guide
Check deliveries: run history, row report and approval for large shrinkage
How to check what a source has delivered: read runs in the run history, download the row report with the rejected rows and approve a full snapshot that the shrink guard has blocked.
8 min read
Guide
Expand a delivery: what a delivery changed in the inventory
How to read in Sources & deliveries what each delivery created or changed, with the value before and after, see rejected rows with the reason and jump to the leading sources with Why?
5 min read
Guide
Choose locations, people and departments instead of typing them: the reference picker in the forms
How to fill fields such as responsible person, organisational unit and location with maintained master data: search, choose the room only after the building, use the keyboard and recognise old values that are no longer assigned.
7 min read
Software inventory
Guide
Import the software inventory: record installed and used software
Step by step to the software inventory: open the Software tab, prepare and import the inventory list, correct rejected rows and read in the list when a program was last found and last used.
9 min read
Guide
Check the software inventory: read assignment, version and edition consistently
Step by step check what knooing normalises during the import: find and resolve uncertain assignments to applications, read version and edition with their labels, re-import after a change of the version catalogue and check the software of a single device.
11 min read
Guide
Connect software distribution: devices, software, approvals and usage from Intune or Configuration Manager
Step by step to an automatic software list: set up the connection to Microsoft Intune or Configuration Manager, test it, save it and start the first synchronisation.
8 min read
Guide
View the software and SBOM of a system: programs and libraries of a server
Step by step read on the system page which programs are installed on a server and which libraries its SBOM lists, search a library and switch to the reverse search.
6 min read
License position
Guide
Balance device licenses: import installations, add a lot, keep it current
Step by step to a license position for software licensed per device: import installations from an inventory list, read the hint about missing licences, add a lot, correct a wrong quantity and reconcile uninstalled software.
10 min read
Guide
Balance named user licenses: import people and reconcile with the full list
Step by step to a license position for software licensed per person: add a lot with the named user metric, import the assigned people from a file and reconcile them with the current full list.
7 min read
Guide
Balance cores and other metrics: record consumption as a reading
Step by step to a license position for licenses by cores, processors, nodes or data volume: add a lot, record the reading and understand why a value above the threshold only counts after approval.
7 min read
Guide
Approve or reject a reading: the four-eyes principle for values above the threshold
Step by step for the second person: open the notification about a reading above the threshold, check the value, approve it or reject it with a reason and look up the decision under recently decided.
6 min read
Guide
Evaluate the license position: overview, states and audit evidence
Step by step to an evaluation of all licenses: refresh the overview, read the states, understand early warnings, find missing data and store a fixed state as audit evidence.
7 min read
Guide
Use license early warnings: spot scarce and expiring licenses in time
Step by step to timely purchases: open the notification about an early warning, read the warning in the license position, buy more licenses when they run short and extend an expiring license with a follow-up lot.
8 min read
Guide
Create audit evidence: generate, read and hand over a license report for an audit
Step by step to evidence for a license audit: generate an unchangeable report for one program, read its content, download it and record the checksum that lets anyone verify later that it is unchanged.
8 min read
Guide
Find audit evidence again: present an earlier license report unchanged
Step by step to earlier evidence: list the reports of a program, open the report of the requested day and download it again, compare the checksum and add today's state next to it.
6 min read
Guide
Record concurrent user licenses: add the entitlement and compare the peak
Step by step to a license position for users who work at the same time: add an entitlement lot with the concurrent user metric, enter a reading by hand and compare the peak with the entitlement.
6 min read
Guide
Import concurrent user readings: reading file or session log
Step by step to an import from the license server: choose the source, load a file with readings or a session log and check how the peak in the license position changes.
6 min read
Guide
Evaluate concurrent user licenses: reference period, sources and audit evidence
Step by step to an evaluation of concurrent use: show the peak of a product, choose the reference period, trace the sum of the sources, create audit evidence for the vendor and spot overuse.
6 min read
Guide
Revoke wrong readings: one by one or as a whole delivery
Step by step to correcting concurrent use: revoke a wrong reading or a whole delivery with a reason and look up in the history what was revoked.
4 min read
Guide
Calculate core licences by vendor rule: core factor, PVU and minimums with virtualisation
Step by step to a calculated licence demand: record clusters and hosts, place virtual machines on their hosts, choose vendor table and calculation rule per product and read the demand in the licence position.
9 min read
Guide
Calculate PVU at sub-capacity: count only the virtual cores
Step by step to a PVU demand at sub-capacity: place the VM on its host, choose the PVU table with sub-capacity counting and a minimum per core for the product, check the calculation and read the demand in the licence position.
6 min read
Guide
Assign usage from sign-ins: map applications to installed products
Step by step to usage from sign-ins: open the applications from Microsoft Entra ID, map each to its installed product, hide sign-in services and check since when a product is covered.
6 min read
Guide
Reclaim unused software: check proposals and ask the person at the device
Step by step from a detected unused installation to the request: check proposals, read the effect on the licence position and ask the person at the device whether they still need the software.
7 min read
Guide
Start a reclaim for one installation: get a specific licence back
Step by step to reclaim a single installation, even without a proposal: start it in the software inventory, ask the person at the device and open the case in licence optimisation.
4 min read
Guide
Complete a reclaim: confirm the uninstall, report a failure or keep the software
Step by step from a requested case to the result: confirm the uninstall, read the confirmation by the inventory, report a failure and start again, or keep the software with a reason.
8 min read
Guide
Optimise licences: use proposals with saving and deadline
Step by step to concrete savings: read the optimisation proposals, check the calculation, use the deadline at the contract date and define permitted downgrades.
6 min read
Software authorization
Guide
Maintain the authorization list: allow, restrict or forbid software
Step by step to your list of allowed software: read the Autorisierung tab, only flag while building the list, allow approved programs, forbid or restrict others, find software without approval in the Software tab and switch the list on.
11 min read
Guide
Detect and report new software: import the inventory list, open the notification, choose the e-mail
Step by step to having knooing report new unauthorized software at once: import the current inventory list, open the notification in the bell and decide whether and when the e-mail comes.
7 min read
Guide
Handle findings of unauthorized software: take over, decide, have it removed
Step by step from a reported finding to a closed case: view the open findings with device and version, take one over, confirm it or close it as no violation and reconcile with a complete list after the software has been removed.
9 min read
Guide
Detect unlicensed software: resolve programs without a license and license overdeployment
Step by step to software that lacks licenses: open the hint in the license position, read the license findings in the Autorisierung tab, add lots for licensed programs and close free programs as no violation.
9 min read
SBOM and libraries
Guide
Import an SBOM: attach a software bill of materials to a system
Step by step to SBOM management: open the SBOM tab, choose the system, import a CycloneDX or SPDX file, read the result, check the component inventory and add further systems.
8 min read
Guide
Find affected systems: search by library and version when a vulnerability is reported
Step by step from a security advisory to the list of affected systems: search for the library, narrow the affected versions with a range and read for every hit whether it is an asset and which service runs on it.
6 min read
Guide
Update an SBOM: import the new state and read the import history
Step by step after an update: import the new SBOM for the same system, check with the reverse search that the system is no longer affected and prove in the import history which file was imported when.
5 min read
Disposal with certificate
Guide
Dispose of a server or other system: submit the certificate for review
How to dispose of a server, storage system or other configuration item with a certificate: open the system in the inventory, choose Entsorgen and submit the details and the file of the erasure or destruction certificate.
4 min read
Guide
Review a disposal certificate: approve it or reject it with a reason
How to review an erasure or destruction certificate as the second person: from the bell to the review, check the certificate against the item, confirm all five checkpoints and complete the disposal or reject it with a reason.
7 min read
Guide
Evaluate disposal certificates and document legacy disposals afterwards
How to keep track of all erasure and destruction certificates: filter reviews by status, export them as CSV and document items that were disposed of without a reviewed certificate.
6 min read
Classification
Documentation
Classification at a glance: how important and how sensitive is what you run?
Overview of what knooing means by classification: critical or important function, protection need, service provider and outsourcing. You see where to classify services and systems and where the classification shows up again.
6 min read
Guide
Classify the protection need of a service: confidentiality, integrity, availability
Step by step to set the protection need of a service: answer the three questions, give a reason, save and read in the history who decided what and when.
5 min read
Guide
Assign the outsourcing of a service: who provides it, and is it outsourcing?
Step by step to set the delivery model of a service, enter the provider as the main supplier, assign the outsourcing arrangement and check it in the classification of the service.
6 min read
Guide
Classify a system: criticality, protection need and operation by third parties
Step by step to pick a system from the list of all systems, set criticality, protection need and outsourcing kind, give a reason and read the decision in the history.
6 min read
Guide
Read the classification in the impact assessment: how serious is an outage?
Step by step to pick an object in the impact assessment, read critical function and protection need of everything affected and close gaps through the link in the column What to do.
5 min read
Baselines and point-in-time view
Guide
Take and open a baseline: record the state of all systems
Step by step to take a baseline of the configuration inventory before you change something, and to open it later to see which details and relationships were recorded back then.
5 min read
Guide
Compare two states of the inventory: what changed since a baseline
Step by step to compare a baseline with a second baseline or with the current state and see which systems were added or are missing and which details and relationships changed.
5 min read
Guide
Compare the inventory before and after a change: use the automatic baselines
How knooing takes a baseline before and after every change by itself and how you see with one click what the change actually altered in the inventory.
5 min read
Guide
View a system at an earlier point in time: details and relationships back then
Step by step to show the state of a system at any point in time, with all details and the relationships valid back then, and to see how reliable the answer is.
5 min read
Costs and TCO
Guide
Read the costs and TCO of a system: acquisition, maintenance, licence and operations at a glance
Step by step to the total cost of a server or storage system: open the system in the inventory, read the costs and TCO table for the current year and the useful life, and check the contract shares.
8 min read
Guide
Add missing cost data: complete the TCO of a system
Step by step to a complete TCO: read the yellow notice in the costs and TCO section, enter annual cost and cost type on the contract, record acquisition data and own operating costs, and check that nothing is missing any more.
9 min read
Guide
Allocate costs: asset costs per service, organisational unit or cost centre, with CSV export
Step by step to the cost allocation of a calendar year: open the costs and TCO tab in the inventory, read the costs per service, check the itemised list, allocate by organisational unit or cost centre and download the result as CSV.
8 min read
Guide
Read the consumption basis and hand it over to the finance system: quantities, CSV and BI interface
Step by step to internal charging in the finance system: read the consumption basis per cost centre, download it as CSV and create a BI export key the finance system uses to fetch costs and quantities itself.
6 min read
Device management (MDM)
Guide
Register your device management (MDM) as a source and get the template
You set up your device management as a source once. You register the source, set how often it delivers and download the template with the MDM columns.
6 min read
Guide
Import MDM data and link it to your devices
You import the export of your device management as a file. The preview shows which device is linked via its inventory number, and you can undo a wrong delivery.
9 min read
Replacement and stock planning
Guide
Evaluate the replacement budget: sums per year and currency, spotting gaps
Read the replacement budget of the coming years per year and currency, find missing details and pass the budget on as a CSV file.
11 min read
Guide
Plan replacements and fill in missing details: cost estimate, currency and planned replacement
Fill in missing cost estimates and dates in the refresh planning so that every year of the replacement budget is complete.
9 min read
Guide
Set stock targets and spot understock: target, reserve and rating
Set how many devices of a class should be available and see in the refresh planning where there are too few or too many.
9 min read
Stock-take and annual coverage
Documentation
Stock-take: count the inventory, resolve deviations, prove annual coverage
Overview of the stock-take in knooing: how an inventory round works, how you capture codes with a hand scanner, camera, RFID or NFC, what each result means and how you prove the annual coverage.
6 min read
Guide
Creating an inventory round: classes, location, due date and yearly repetition
Step by step to your first inventory round: open the stock-take tab, choose classes and location, set due date and repetition, and start the round.
5 min read
Guide
Recording devices in a stock-take: type the code or read it with a hand scanner
Step by step to record devices in an inventory round: open the round, choose the location, capture codes by keyboard or hand scanner and read each result correctly.
6 min read
Guide
Stock-take with a smartphone: read barcodes and QR codes with the camera
Step by step to count with a smartphone: bring the round to the phone with a QR code, read labels with the camera and use a photo of the label when no camera is available.
5 min read
Guide
Stock-take with RFID and NFC: read many tags at once
Step by step to count with an RFID reader, import a reader file and read NFC tags with a smartphone, without repeats counting twice.
5 min read
Guide
Closing an inventory round and recounting missing devices
Step by step to close an inventory round: confirm the close, read missing devices and open cases, and recount them with a follow-up round.
5 min read
Guide
Resolving stock-take cases: apply the location, assign the code, resolve
Step by step to work through the cases of a stock-take: filter the list, apply wrong locations or book returns, assign unknown codes to a device and close the remaining cases with a justification.
6 min read
Guide
Planning the annual stock-take and proving coverage: what was confirmed in twelve months
Step by step to check the annual coverage and file it, manage the recurring round and set up the reminders for due and overdue stock-takes.
6 min read
Acquisition, book value and sustainability
Guide
Record acquisition and book value of a system: price, useful life and straight-line depreciation
Step by step to record purchase price, purchase date, useful life and residual value of a server and read the estimated book value that knooing calculates from them on a straight-line basis. Including special cases and the change history.
7 min read
Guide
Record the sustainability of a system: energy, CO2e and reuse with a source
Step by step to record energy consumption, CO2e footprint and reuse of a server, upload the source document directly and set the collection date. Plus a completed reuse on a disposed system.
8 min read
Control coverage
Guide
Evaluate control coverage: which systems are connected to security monitoring and logging?
How to read the coverage rate by criticality, business service or provider in the inventory, find systems without valid evidence in the gap list, maintain evidence and see the status on the system page.
8 min read
Guide
Control coverage: accept a gap for a limited time (exception with reason and end date)
How to record a time-limited exception with reason and end date for a system that cannot be connected to security monitoring or logging for the time being, and what happens afterwards.
5 min read
Guide
Control coverage: create the auditor export with checksum and verify it
How to create the auditor export of control coverage as CSV or JSON, read the header lines and columns of the file and recompute the checksum of the data rows yourself.
6 min read
Golden record and sources
Guide
Define the golden record scope: which object types, classes and attributes are included
How to record which object types, classes and single attributes flow into the golden record, how to exclude data and what of that takes effect in distribution.
7 min read
Guide
Register sources and set their ranking: define the trust level
How to register a source, give it a trust level from 1 to 10 and understand how the level decides the winner when sources contradict each other.
5 min read
Guide
Create and activate authority rules: which source wins per attribute
Step by step: create a rule under Leading sources, check it as a draft, activate it with confirmation, edit it later, roll it back and handle ties correctly.
8 min read
Guide
Distribute the golden record: targets, runs, delivery and retry
How to create a distribution target, sign deliveries, start a run, read the history and trigger failed deliveries again.
11 min read
Guide
Set write authority per core field: manual, source only or source with override
How to decide for each core field whether people maintain it by hand, only the source may fill it, or a person may override it with a justification, for all classes or per class.
6 min read
Guide
Turn on core field authority: put core fields and relations under source authority
How to turn on the tenant switch core field authority with confirmation, create rules for core fields, read the origin of relations and know what happens when you turn it off.
8 min read
Guide
Read where a value comes from: which source delivered it and why
How to open the origin of an attribute on a system page and read the source, the deciding rule, the kind of decision, alternative values from other sources and earlier reasons, also for core fields and relations.
5 min read
Guide
Override a value with a reason: change a source value on purpose, optionally with an expiry date
How to change an attribute that normally comes from a source, with a reason for each field, set an expiry date after which the source value applies again, and read later who overrode what and why.
6 min read
Guide
Report a correction back to the source: set the feedback channel and report a wrong value
How to set per source how corrections reach it (interface, e-mail, ticket, file), report a wrong value with a reason and see honestly whether the report reached the source.
8 min read
Guide
Report text, CSV and e-mail content: pass corrections to the source by hand
How to pass corrections on when the source has no automatic channel: copy the report text, export open corrections as CSV, enter the supplier ticket number and understand which values are left out for privacy reasons.
6 min read
Guide
Record the source's answer: accept, reject, verify or let expire
How to bring a correction report to a close: record the source's answer, give a reason for a rejection, check the confirmation by a new delivery and mark a report without an answer as expired once the deadline has passed.
6 min read
Guide
Escalate corrections automatically: do not let overdue reports to sources sit
How to switch on the daily escalation of overdue correction reports, set the per-run limit, read the result of the last run and trigger the escalation yourself with Escalate now.
5 min read
Data quality and cases
Guide
Set up duplicate rules: define conditions, preview the hits, activate the rule
Step by step to create a duplicate rule: choose the class and conditions, look at the hits without saving, activate the rule and, for automatic merging, observe it in trial mode first.
9 min read
Guide
Plan the duplicate check and decide the hits: schedule, trial run, merge, undo
How to run the duplicate check on a schedule or start it by hand, see what a merge would change before you confirm it, decide the candidates and undo a merge if needed.
10 min read
Guide
Check a quality rule in advance: see hit count and examples before the rule opens cases
How to see for any quality rule how many objects it would hit in the current stock and which ones, without opening or closing a case, and how a new rule starts as a draft.
6 min read
Guide
Check this object: check the data quality of one configuration item right away
Run the data quality rules for just one configuration item, see new cases and close a case by checking again after a correction.
4 min read
Guide
Create quality rules and measure quality: value range, switching on in the run, four dimensions, owners
How to create a value range rule with limits or allowed values, switch it on in the run after the preview, cap new cases per run and understand the four quality scores per object and per owner.
12 min read
Guide
Detect outdated records: set the maximum age, work the case, confirm the data
How to create a freshness rule with a maximum age in days, read the cases of outdated objects, confirm checked data and filter the inventory list by data age.
8 min read
Guide
Read the quality report: key figures, trend, defect groups and owners
How to read the Quality report tab of the cases: key figures of the month, trend over 13 months, the four defect groups with object list and jump to the object, and the table per owner.
7 min read
Guide
Read the key figures on source conflicts and source deviations: understand trend and threshold
How to read the key figures Open source conflicts and Open deviations from the source system, why an old month shows not captured instead of 0 and which threshold applies to Outdated in the monthly snapshot.
6 min read
Guide
Read management KPIs over time: 13 months with prior-year comparison
How to find the management KPIs over time on the Service Desk, configuration management and IT asset management dashboards, read the comparison with the same month last year and export the values as CSV.
6 min read
Guide
Reconciliation with the source system: create rules
You create rules that check whether a source system such as an IT planning tool and the CMDB agree on lifecycle, criticality, attributes and existence.
6 min read
Guide
Reconciliation with the source system: start a run, resolve deviations, read the trend
You start a reconciliation run, read the deviations between source system and CMDB, resolve them through the cases and follow over the quarters how many remain open.
7 min read
Guide
Resolving source conflicts: when two sources deliver different values for the same attribute
How to switch on the Source conflict rule, read the comparison table of source values in the case (also for core fields and relations) and decide with a reason: take the source value or keep the winner.
7 min read
Guide
Working on and finding cases: your own cases, overdue cases, assignment and ticket
How to find your own cases in the case list, narrow down overdue and escalated cases, assign cases, create or link a ticket and use the My cases tile on the home page.
8 min read
Guide
Fix open points on an object: add details, create a relation, enter evidence
How to see what a case needs on an object's page, enter the missing detail right there and read the result of the automatic check.
6 min read
Guide
Fix cases together: close similar cases with one value
How to tick several similar cases in the case list, enter one shared value, check the preview, apply it and undo it if needed.
5 min read
Documentation
Understanding automatic case assignment: switch, order of owners, assignment reason, preview
How automatic assignment of data quality cases works: the switch on the rule, the fixed order of attribute steward, object steward, owner and class owner, where to maintain responsibilities and how a case shows why a person was assigned.
9 min read
Guide
Manage responsibility: who is responsible for which object, assign, change and end
How to see in the Responsibility tab who is responsible for each object of the configuration management, which level applies and which is covered, and how to assign, change or end a person, including for a whole class.
9 min read
Guide
Controlling cases: set up escalation, reminder and target service
How CMDB administration sets up automatic escalation of overdue cases, the reminder to administration and the target service for tickets, and triggers escalation manually when needed.
7 min read
Guide
Attest relationships: owners confirm the data and the relationships of an object
Create, start and close an attestation campaign for configuration items, services or applications, and as the responsible person review, confirm, correct or decline the requested data and the relationship list of an object.
6 min read
Guide
Cover for absence: pass cases on during vacation or sick leave
How to enter until when you are absent and who covers your cases, what the substitute then sees and how to change or end the absence.
4 min read
Guide
Closing and reopening cases: accept risk, false alarm, review date
How a data quality case is closed, what the states Fixed, Risk accepted and False alarm mean, how the review date works, how to reopen a case and why closed cases have no buttons.
8 min read
Guide
Reading the change history of a system: who changed what and when
How to read the change history on a system or device as a timeline: day groups, cards, source of the change, filters, the before and after table, technical data as evidence and older entries.
6 min read
Error and processing report
Guide
Read the error report: what went wrong in imports, interfaces, discovery and rule checks
Step by step to read the error report under Data flows: see open errors and their causes, show the affected runs and read cause, time, rework hint and retry status for each record.
7 min read
Guide
Rework errors, mark them as resolved and export them
Step by step to work off open errors from the error report: correct and redeliver the record, mark an error as resolved with a reason, resolve all open errors of a run, reopen and export the error list as CSV.
7 min read
Permissions on configuration items
Guide
Field groups in the CMDB: decide who sees which details of systems
Step by step you assign a field to a field group, decide for a role which field groups it sees and changes, and check the result in the preview.
7 min read
Guide
Visibility rules in the CMDB: decide which systems a role sees and changes
Step by step you limit a role to the systems of one location, allow changes only up to a criticality and check the result in the preview.
6 min read
Shared assets
Guide
Shared assets at a glance: read the control view and maintain shares
With this guide you find all shared and outsourced systems in one list. You also record which customer you share a system with.
8 min read
Guide
Filter shared assets and export them as a list
This guide shows how to narrow down the control view by operator, sharing, ownership or customer. You then open the selection in the inventory list and export it as an Excel or CSV file.
6 min read
Unregistered findings
Guide
Connect a discovery tool: let devices from your network be reported to knooing
Step by step you create a discovery collector, issue a sign-in token and let your discovery tool deliver the devices it found to knooing.
9 min read
Guide
Resolve unregistered findings: assign, record or reject devices with a reason
Step by step you resolve devices that your discovery tool reported and that knooing could not match to an object. You assign them, record them in the inventory or reject them with a reason.
8 min read