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Module

Configuration management

CMDB inventory, findings, data flows and evidence.

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

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

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