AssetSonar Knowledge Base
EZO AssetSonar Knowledge Base
You’ve reached the AssetSonar Knowledge Base.
1. Setting up your AssetSonar Account
- 1.1. Getting started with AssetSonar
- 1.2. Installing the ITAM Discovery Agent
- 1.3. Connect your MDM / endpoint manager
- 1.4. Run Network Discovery using Open-AudIT
- 1.5. Importing items to AssetSonar
- 1.6. Discovering and Tracking Peripherals in AssetSonar
- 1.7. Getting started with the AssetSonar mobile app
- 1.8. Tutorial Videos
3. SCIM-based User Provisioning
4. Items and categorization
- 4.1. Types of items
- 4.2. Groups in AssetSonar (Part I)
- 4.3. Groups in AssetSonar (Part II)
- 4.4. Auto Assignment to Groups
- 4.5. Packages
- 4.6. Bundles
- 4.7. Utilizing Carts
- 4.8. Cost of Carts
- 4.9. Default & stock locations
- 4.10. Purchase Order Management
- 4.11. Request Inventory stock
- 4.12. Depreciation
- 4.13. Fuzzy Lists
5. Hardware Asset Management
- 5.1. Hardware Asset Management overview
- 5.2. Duplicate Management of IT Assets
- 5.3. Configuration Management Database
- 5.4. Discovering and Tracking Peripherals in AssetSonar
- 5.5. Track asset custody and ownership
- 5.6. Quick Checkouts in AssetSonar
- 5.7. Checkout Assets to Locations
- 5.8. Enable Autocheckout in AssetSonar
- 5.9. Item reservations
- 5.10. Reservations for Staff Users
- 5.11. Availability Calendar
- 5.12. Check Item Availability
- 5.13. Quick Check-in
- 5.14. Custody Verification
- 5.15. Services and Maintenance
- 5.16. Retiring checked out Assets
6. Software Asset Management
- 6.1. Discover Software and Normalize Your Catalog
- 6.2. Software Normalization in AssetSonar
- 6.3. Managed Software View in AssetSonar
- 6.4. Tracking Software Licenses
- 6.5. Software License Entitlements
- 6.6. Allot License Keys in AssetSonar
- 6.7. Manage Software License Renewals
- 6.8. Track Software Usage and Uncover Shadow IT
- 6.9. Monitor Software Utilization and Identify Shadow IT
- 6.10. Track, Verify, and Reclaim Software Usage with License Audits
- 6.11. Optimize Software Licenses in AssetSonar
- 6.12. Remotely Uninstall Unauthorized On-Prem Software
- 6.13. Domain Management
8. Alerts, Reports, and Audits
10. Patch Management and Security Compliance
11. Device, Endpoint, and Directory Integrations
12. SaaS and Cloud Software Integrations
13. Design and Print Labels
15. ITSM: Getting Started & Global Setup
- 15.1. Enable Access to AssetSonar ITSM
- 15.2. Configure Global Settings
- 15.3. Setup Business Hours & Holidays
- 15.4. Understand Priority Matrix (Impact/Urgency)
- 15.5. Configure ITIL Categories
- 15.6. Configure Solution Types
- 15.7. Configure Followup & Solution Templates
- 15.8. Create Custom Fields
- 15.9. Add Custom Fields to Templates
- 15.10. Add Custom Fields to Tickets & Forms
16. ITSM: Ticket Intake & Routing
- 16.1. Setup Request Sources
- 16.2. Understand Ticket Sources
- 16.3. Configure Email-to-Ticket Creation
- 16.4. Auto-Create Tickets from Email
- 16.5. Understand Email Parsing
- 16.6. Accepted Email Formats & Limits
- 16.7. Create Tickets from Service Catalog
- 16.8. Manually Create Tickets
- 16.9. Submit Support Ticket (Employee Portal)
- 16.10. Set Default Assignments
- 16.11. Automate Ticket Assignment
17. ITSM: Ticket Management & Resolution
- 17.1. Understand Ticket Actors
- 17.2. View Assigned Tickets
- 17.3. Assign Tickets
- 17.4. Update Ticket Statuses
- 17.5. Understand Status Lifecycle
- 17.6. Associate Tickets with Assets
- 17.7. Add Internal Notes
- 17.8. Add Followups, Tasks, Approvals & Solutions
- 17.9. Request & Manage Ticket Approvals
- 17.10. Manually Escalate & Reassign Tickets
- 17.11. Add Observers to Tickets
- 17.12. Add Attachments & Inline Images
- 17.13. Use Reply Templates
- 17.14. Review and Link Relevant Tickets in AssetSonar ITSM
- 17.15. Create Parent-Child Tickets
- 17.16. Merge Duplicate Tickets
- 17.17. View Ticket History
- 17.18. Track Tickets in Employee Portal
- 17.19. Reopen Tickets
18. ITSM: Service Catalog & Forms
- 18.1. Create Service Catalog Categories
- 18.2. Build Custom Request Forms
- 18.3. Use Form Templates
- 18.4. Design Custom Request Forms
- 18.5. Design Dynamic Forms (Conditional Fields)
- 18.6. Add Lookup Fields to Forms
- 18.7. Select Assigned Devices in Forms
- 18.8. Restrict Form Visibility & Access
- 18.9. Link Workflows, Tasks & Approvals to Forms
- 18.10. Fulfill Service Requests as Technician
19. ITSM: Knowledge Base Management
- 19.1. Getting Started with Knowledge Base
- 19.2. Configure Knowledge Base Categories
- 19.3. Create & Publish Knowledge Articles
- 19.4. Control Article Visibility & Access
- 19.5. Public vs Internal KB Articles
- 19.6. Manage Version Control for Articles
- 19.7. Embed Media in KB Articles
- 19.8. Link KB Articles to Tickets
- 19.9. Turn Resolved Tickets into KB Articles
- 19.10. Search KB in Employee Portal
20. ITSM: Integrations, Alerts & Notifications
21. ITSM: Automations & Reporting
22. Service Desk Integrations
This list is developing over time. If you’re unable to find what you’re looking for, drop us an email at support@ezo.io.
