Assets

Every device you look after - computers, servers, switches, firewalls, printers, phones - with its hardware, network details, warranty, who has it and where it is.

In ITFlowClientsa clientAssets

An asset is a device: a laptop, a server, a switch, a firewall, a printer. Its record holds what it is, where it is, who uses it, how to reach it on the network, when it was bought and when its warranty runs out - and links it to its tickets, logins, licenses and documents.

The assets list

A client's assets list — Assets: type tabs, filters, and each device's type, model, IP address, who has it and where it is

Tabs split the list by type - Workstations, Servers, Network, Printers and Other - each with a count.
Filters: location, status, tags and warranty. More columns adds columns to the list.
Each row shows the device's type icon, name and description, its tags, type and operating system, make, model and serial number, IP address, who it's assigned to, its location and its status.
Web, SSH and RDP buttons beside an IP address open a connection to the device - the browser for Web, your SSH or remote desktop app for the others.
The location, assigned contact and status can be changed right in the row.

To see every client's devices together, use All Client Docs > Assets.

Add an asset

Open the client, go to Assets and click New Asset.
On Details, pick the Type (desktop, laptop, server, switch, firewall, access point, printer and so on), give it a Name and Status, and fill in the Make, Model, Serial number and Operating system / firmware. Click the star to make it a favorite, which puts it on the client's overview.
On Assignment, pick its Location, Where in the building it is (a room, a cupboard), and who it's Assigned to.
On Network, enter its IPv4 address (or switch on DHCP), MAC address, and any NAT or IPv6 address. Link is the address you open it at, such as its management page. A Client link shows in the client portal.
On Purchase, pick the Vendor, the Order / invoice reference, and when it was Purchased and Installed, and when its Warranty expires.
On Login, add a username and password for it, which become a credential linked to it.
On Notes, add notes and a photo.
Click Create.

The New Asset window on its Details tab — New Asset: Details, Assignment, Network, Purchase, Login and Notes

Copy, in an asset's menu, starts a new asset from it - handy for a batch of identical laptops. To bring in many at once, use Import in the New Asset menu with a CSV spreadsheet.

Tip

Hardware you sell on an invoice can become the client's assets straight from the invoice, with Add to Assets. See Products and stock.

The asset's page

An asset's page with its Network, Hardware and Where & who cards and an Interfaces tab — An asset's page: the device at a glance, with everything linked to it in tabs

Along the top are the asset's photo or type icon, name, status, type, model and tags, with:

Web (and SSH or RDP) to connect to it
New - a ticket, recurring ticket, credential, interface, license, document, file or note for it
Link - link a service, file or other record that already exists
Edit, and ⋮ for Copy and Archive

The cards show its Network details, its Hardware - model, serial, operating system, warranty, when it was bought and installed, the vendor and order reference - and Where & who: its location, rack position and who has it. Quick notes save as you click away.

The tabs list its Interfaces, Credentials, Tickets, Recurring tickets, Licenses, Documents, Files, Services, Notes and History.

Network interfaces

An interface is one of a device's network ports or connections: a server's management port, a firewall's WAN port, port 12 on a switch. Each can have its own address on one of the client's networks, its VLANs, and what it's plugged into.

To add one, open the asset and click New > Interface (or New Interface on the Interfaces tab):

On Details, type its Name or port (eth0, Gi1/0/1, WAN), tick Primary if it's the device's main address, and set its Type and VLANs - a single VLAN, or a trunk such as Trunk 1, 10-20.
On Address, pick its network and address. ITFlow checks the address is in the network, warns if another device has it, and can fill in the next free one.
On Connected to, pick the device and port it's plugged into - port 12 on the switch, say. The other end is linked too.
Click Create.

The New interface window — A new interface: its port, type and VLANs, then its address and what it's plugged into

Port maps

Switches, firewalls and access points show their interfaces as a port map: a grid of ports, coloured by whether each is connected, has an address, or is free. Click a port to see or change it. The list view beside it shows the same ports as a table.

A switch's page with its port map — A 24-port switch: which ports are connected and which are free

To set up a whole switch at once, use Add a run of ports in the New Interface menu - ports 1 to 48, say. Interfaces can also be imported and exported with their VLANs and connections, and the bulk actions on the Interfaces tab set the network, VLANs or type for many ports, set them to DHCP, or disconnect them.

Status, warranty and lifecycle

An asset's Status - Ready to Deploy, Deployed, Out for Repair, Lost, Stolen, Retired, and any others your admin adds - says where it is in its life. Lost, stolen and retired devices are left out of counts such as per-device billing.

Warranties coming up for renewal show on the client's overview, the dashboard and in Reports (Asset Lifecycle and Renewals & Expirations).

Archive and move

Archive (in the asset's menu, or Bulk Action) takes a device you no longer look after out of the lists, keeping its history. Transfer to Client, in Bulk Action, moves assets to another client - when a device moves between companies you both look after.