Manage the desktop software that is either ingested automatically from vendor applications or added manually.
Click Software. To view the records for desktop software, click Software again.
To find out more about desktop software and complete actions such as running workflows, select a record from the list and click one of the following pages:
Actions available on all pages
The actions that apply to a record, such as archiving, can be completed on any page.
Click the Actions menu and select an option.
Table: List of the actions that are available on all pages
||The workflows that were created and that can be run.|
|Click the link to associate the software with the vendor application in the Oomnitza software catalog.||
The Oomnitza software catalog is a repository of the supported vendor applications and services.
When you link the software record to the Oomnitza software catalog, some of the fields in the software record might be updated such as:
If the logo for the software was uploaded to the software catalog, it is downloaded to the Media page in the Oomnitza software record. You might need to refresh your instance for the logo to load in the sidebar of the record.
|Click Screen builder .||To make the information more consumable, you can group information into sections and pick the fields that you want to add to each section.|
|Click Archive .||Archive the record.|
Use the down arrow to go to the next record and use the up arrow to go to the previous record.
The actions that are available on the pages are in the upper-right corner of the page under the Get help icon.
Table: List of the actions that you can complete on the Information page
|Click Workflow activity status.||
If no workflows are associated with the record, or if the workflows associated with the record have been completed, No active workflows is displayed when you hover the mouse over the status icon.
If one or more workflows were triggered for the record, but haven't been completed yet, a message is displayed when you hover the mouse over the status icon. The message informs you that one or more workflows are running that might change the information in the record.
|Click Refresh .||Refresh the information that is shown on the page.|
|Click Show overview .||Shows a summary of the information that is collected for the record.|
Information about the software versions is only available when the information is ingested by Oomnitza from an application vendor where the integration ingests endpoint and software information.
Table: List of the actions that you can complete on the Contracts page
|Click Add .||Add a contract to capture the budgeted costs for the software.|
|Click Refresh .||Refreshes the contracts page.|
|Click the name of the contract||Opens the contract on a separate page so that you can view the details and edit the contract.|
|Click Add users .||You can add users and assign license keys.|
Information about the assets that have deployed the software is shown.
Table: List of the actions that you can complete on the Assets page
|Click Export .||Export the information about the assets to a spreadsheet.|
|Click Add fields .||You can add more of the information that was captured when Oomnitza syncs with the vendor application to the table view.|
Table: List of the actions that you can complete on the Users page
|Click Add users .||You can assign the software to users. You can also assign a contract for the software or you can do that later.|
|Click Assign users to contracts .||In the table view, you can select one or more users and then assign them to a contract.|
|Click Export .||Export the information to a spreadsheet.|
|Click Show stats .||Shows the total number of users that were granted access to the software and the number of available license seats.|
Table: List of the actions that you can complete on the Media page
|Click Add .||Add media such as an image of the endpoint, networking, or infrastructure asset.|
|Click Clear .||Clear the display photo that you set to display on the Information page.|
|Click List view .||Switch to list view.|
|Click Block view .||Switch to block view. In block view, each media file is shown as a tile. You can click the actions menu on the tile to set the image as the display photo, download the media file, or delete the file.|
Table: List of the actions that you can complete on the History page
|Click Export .||Export the activity history to a spreadsheet.|
|Click Filter .||Filter the records by the time the events occurred, by the users who triggered the events, or by the fields that were affected by the event.|
Configuring object views. Use the screen builder to provide users with the information that they need to complete their tasks.
Adding and managing enterprise contracts for desktop software. You add contracts to manage and track the costs of the desktop software and related services that you purchase.