Creating Asset - Groups


    To access Groups in AssetExplorer,

    1. Log in to AssetExplorer application using your Username and Password.

    2. Click Assets tab in the header pane.

    3. Click Groups in Assets block on the left hand side of the page.

    4. Click New Group link. The Create Group form is displayed.


    Creating a Group

    1. Specify a name for the group in Group Name text field. This is a mandatory field.

    2. Specify relevant information about the group in the Description field.

    3. Select the Group Type by enabling anyone of the radio button.

      • Static Group: Grouping assets as per your wish. By default, this option is enabled.

      • Dynamic Group: Grouping assets based on certain criteria.

    4. Click Save button to save the group. The Edit Group page is displayed and based on the selected Group Type, you can either pick assets from the existing list or you can define criteria to group assets.


    Adding Assets to Static Group

    1. In Pick resources to add block, select the filter criteria from Showing drop-down list. For instance, the filtered criteria is All Assets in state In Use. This will list all assets with asset state as In Use.  

    2. If your asset list is lengthy, then you can conduct a search for assets by specify the Search criteria.

    3. From the list of assets under Pick resources to add block, select the check box beside the asset to add to this group.

    4. Click Add button. A message confirming the number of items added to the group is displayed along with a View button.

    5. Click View button to view the assets in the group.

    NOTE: To delete assets from a static group, refer Removing Assets from Static Group.



    Adding Assets to Dynamic Group

    1. In Dynamic Group Criteria's block, you can define the criteria and condition to filter assets according to specific asset properties. The Criteria drop-down lists criteria based on Resources like product type, vendor, department, etc and Workstation Criteria such as model, OS, Processor Type, IP Address and so on.

    2. Select the Criteria and the Condition from the drop-down list.

    3. Click Choose button to select the resource or workstation based on the selected criteria. Click OK. The selected criteria and condition is displayed.

      Say, for instance, you have selected the criteria as "Product Type" and conditions as "is". On clicking choose button you will get the list of all product types such as, access points, scanners, keyboard, printers and so on.

    4. If you have defined more than one criteria, then select any one of the Match Criteria radio buttons i.e., Match ALL of the following (AND) or Match ANY of the following (OR).

    5. Click Save & View Group button to save the defined criteria and view resources in the group.


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