Assets

Asset Custom Buttons

The article details how to create and manage Asset Custom Buttons in Halo, which allow users to add functionality by opening URLs or starting runbooks. It explains configuring these buttons, including naming, labeling, and setting their action, like opening a link in a new tab or launching a runbook. The guide also covers restrictions based on agent permissions, asset type, access control, and asset field values to control visibility. This ensures administrators can tailor button access and visibility to enhance user experience within asset management.

Asset Fields

The article provides a comprehensive guide on managing Asset Fields in a system. It explains how to create and configure asset fields and custom fields for asset entities, highlighting their differences. It also covers setting visibility and access control for these fields, ensuring only authorized users can modify them. The guide describes using SQL Lookups for asset fields and introduces asset variables useful for extracting specific asset information. The guide is useful for administrators in asset management looking to customize and control data tracking for various asset types.

Asset Management

This guide on Asset Management explains how to view and organize assets by type, group, or location using customizable lists. It covers the asset overview, including linked tickets, dependencies, suppliers, and change history. The guide details configuring assets by creating asset groups, types, fields, relationships, and statuses. It also includes instructions for barcode scanning to create or track assets, with options for bulk and singular asset barcode generation. The difference between asset fields and custom fields is highlighted, alongside access control settings for asset management.

Asset Resource Booking

Asset Type & Asset Import - CSV/XLS/Spreadsheet Method

This article provides a comprehensive guide on importing assets using CSV/XLS spreadsheets in the Halo system. It details steps for importing new and existing assets, adjusting asset and custom fields, and resolving errors during import. Key instructions include setting unique identifiers, managing blank spaces in identifiers, and ensuring required data like Customer Name and Site are pre-existing in Halo. It also addresses limiting import rows and utilizing developer tools for troubleshooting. Additional guidance is provided for using and importing custom asset fields.

Asset Types/Groups

This guide details the process of organizing assets within a system using asset groups and asset types. It explains how to create asset groups and configure asset types to enhance asset management. Asset groups categorize assets, while asset types define unique data fields for each asset. The guide distinguishes between Assets and Items, with assets representing specific instances of a product. Users can organize assets by setting prefixes, field lists, and customizing layouts. The information enables efficient asset tracking and management.

Asset Views

The article provides a comprehensive guide on managing Asset Views in HaloPSA, including aspects like asset lists, key fields, column profiles, and display settings. It explains how to set default views for assets by type or group and customize column profiles to display specific fields. The guide also covers configuring related assets in tickets, changing asset display names, and using key fields effectively. The objective is to enhance the user interface for managing assets by allowing tailored views and configurations per asset type.

Batch Updating Asset Fields

The article provides a guide on batch updating asset fields within a list of assets, useful for maintaining up-to-date information such as software installed or asset ownership. Users can select multiple assets by checking boxes either individually or per group/type. Using the 'Batch Update' option, users can add system or custom fields to update collectively. The values for these fields are displayed before and after updates. This process helps streamline asset management in evolving technological environments.

Device Change History

Event Management

This guide outlines how to set up and manage event management platforms in Halo. It includes instructions on creating event rules to determine when events log tickets and how they populate ticket fields. Event management allows integration with Asset Management systems using webhooks. Users can match events to update existing alert tickets or create new ones. The guide also details how to authorize webhooks, define variable criteria for events, and manage alert creation. Other functionalities include customer, site, user, and asset matching to enhance ticket management processes.

Halo Asset Discovery (Lansweeper Cloud Integration)

The article provides a comprehensive guide to integrating Lansweeper Cloud with Halo Asset Discovery. It outlines the requirements for connecting the two platforms and details each step of the integration process, including authorization, site mappings, and field mappings. The guide also covers optional configurations like user matching and asset type logic. Import procedures for both REST and Export APIs are illustrated, and the setup for the Halo Integrator is discussed. The piece is tailored for organizations using these services to manage and import assets securely.

Linking Assets

This article provides a guide on linking assets to tickets, sites, and creating asset relationships. It explains the process of adding assets to tickets by using the 'Asset' field within ticket types, and illustrates how to attach assets to a specific site or move them between sites. Additionally, the article covers linking asset relationships, including upstream/downstream or asset-user connections, through the 'Relationships' tab in asset management. Each section includes detailed instructions and tips, such as bulk selection for efficient management.

Restricting Asset Access

The article outlines how to restrict agent access to assets and specific asset fields within an asset management system. Permissions can be managed through three different types of asset access controls: Read/Write permissions for asset types, access control for asset groups, and access control for both asset groups and types. These settings dictate whether agents can access, create, or modify assets. Separate procedures are also provided for restricting access to certain asset fields as well as asset system fields, depending on agent roles and permissions.