xAssets Configuration Guide

xAssets Configuration Guide

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Batch Jobs

Scheduled Transformations

Dashboards

Dashboards Overview

Dashboard Layout

Creating a Dashboard

Data Mapping

Database in Read Only Mode

Database in Read Only Mode

Default Values for Asset Fields

Default Values for Asset Fields

Deployment and Administration

Collection Server Architecture

System Requirements

Backup and Recovery

Email Configuration

Forms

Creating a Form

Managing Form Fields

Editing a Form Field’s Properties

Advanced Field Types

Form Layout HTML and StyleSheets

Getting Started

How to Use the Search Feature

How to Switch Between ITAM and FAM Profiles

Glossary of Key Terms

How To

How to Create a New User and Assign Permissions

How to Set Up Single Sign-On with Azure AD

How to Set Up Multi-Factor Authentication

How to Create a Custom Form

How to Add a Custom Field to the Asset Screen

How to Create a Lookup List (Dropdown)

How to Create a Custom Dashboard

How to Import Data from a CSV File

How to Set Up a Scheduled Batch Job

How to Restrict What a User Group Can See

How to Customize the Main Menu

How to Configure Email Notifications

How to Use the REST API

How to Set Up an Integration with Azure/Intune

Integration and Data Operations with Transformations

Transformations Overview

Layers and Overrides

The Data Transformation Menu

Creating a Transformation

Editing a Transformation

Transformation Data Sources

Transformation Data Destinations

Source to Destination Data Mapping

Federation to another Application

The AMSX Programming Language

XCS Client Scripting

Integration to Specific Applications

OKTA to Extract User or Custodian Data

Microsoft Intune

Amazon Web Services

JIRA AI Asset Matching

Dell Warranties

Azure – Direct Integration

Lenovo Warranties

Windows Autopilot

JIRA Asset Panel Integration

Integration with JAMF

Introduction

Configuration Guide Overview

Configuration Levels

KPI Configuration

Menu Categories

Menu Categories

Menus

The Menu Editor

Menu Command Builder

Parameters for Queries and Transformations

Profiles

Queries and Reports

Queries and Reports Overview

Creating a Query

Editing a Query

Query Columns and Display

Query Sorting and Report Design

Advanced Query Techniques

Query Parameters

Query Record Filters

Query Record Filters

REST API

Getting Started

API Key Management

Security

Securing the Web Server

Optional Filters

MFA Setup Guide

Multi-factor Authentication

IP Address Lockdown

Password Complexity

User Logon History

Users Menu Options

Credentials Management

Settings

User Timezone Display

Network Outage Tolerance

Single Sign On

Maintaining User Identities

Using different SSO providers depending on Location

Azure User Groups

SSO with OneLogin

SSO with DUO Option 1 – Duo Generic OIDC Relying Party

SSO with DUO Option 2 – Duo Web API

Single Sign-On

SSO Introduction and Setup

Entra Auto-Permissions

SSO Troubleshooting

User Defined Specification Fields (Custom Data)

Specification Data

Specification Data Category

Specification Data Forms

Multi-Valued Fields

User Groups

Editing a User Group

Table Permissions

Asset Editor Forms

What can be Configured?

What Can Be Configured Overview

List of Configurable Areas

Configurable Profiles

All Main Screens

Configurable Queries

Task and Incident Entry

Reference Data Lookup Screens