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Configuration Guide Overview

xAssets Configuration Guide
Introduction

Configuration Guide Overview

This guide explains how to configure xAssets version 7 to match your organisation's requirements. It is intended for administrators who need to customise the user interface, security, integrations, or reporting without writing code.

Why Configuration Matters

The entire xAssets user interface is built on a configuration layer. Every element that users interact with -- menus, forms, queries, dashboards, and reports -- is stored as data in the database, not hard-coded in the application. This means you can reshape the system to fit your workflows without modifying source code and without losing your changes when you upgrade.

In practice, the best approach is:

  1. Remove what you do not need -- hide menus, fields, and queries that are not relevant to your organisation
  2. Tailor what you keep -- rename fields, reorder forms, adjust queries, and build dashboards that surface the data your users need most
  3. Add what is missing -- create new forms, queries, transformations, and menu items for processes unique to your business

Who Should Read This Guide

This guide is aimed at Configuration Users -- administrators with the Configuration User permission in xAssets. Configuration Users have access to the Admin menus and can edit forms, queries, menus, dashboards, user groups, and settings.

Standard users and read-only users will not see the Admin menus described in this guide. If you need Configuration User access, ask your xAssets administrator to enable it on your user account.

Getting Started

If you are new to xAssets configuration, start here:

  1. Glossary -- key terminology used throughout this guide
  2. How to Switch Profiles -- switching between functional profiles
  3. How to Use Search -- finding configuration objects quickly
  4. Concepts -- core configuration concepts and terminology
  5. Configuration Levels -- the different levels at which configuration can be applied
  6. What Can Be Configured -- a visual tour of every configurable area

What You Will Find in This Guide

Chapter What It Covers
Introduction Overview, concepts, configuration levels, and upgradeability
Getting Started Glossary, profile switching, and search
What Can Be Configured Visual tour of all configurable areas in the system
Dashboards Home pages, landing pages, charts, and KPIs
Forms Data entry screens, dialogs, field properties, and layout
Menus Navigation, commands, menu editor, and security
Menu Categories Organising menus into functional groups
Queries and Reports Data lists, charts, exports, and report design
Query Record Filters Filtering query results with schemes
KPI Configuration Key performance indicator setup
User Groups Access control, table permissions, and menu access
Security User accounts, MFA, logon history, and web server security
Profiles Functional area separation
Specification Data Custom fields, lookup lists, and data categories
Default Values Default values for asset fields
Data Mapping Field mapping between data sources
Settings System-wide application settings
Batch Jobs Scheduled jobs and automation
Database in Read-Only Mode Working with a read-only database
Transformations Imports, exports, data operations, and AMSX scripting
Integration to Specific Applications Azure, Intune, JAMF, Okta, AWS, Google Cloud, and Jira
Single Sign-On SSO with Azure, Okta, OneLogin, Duo, and SAML providers
REST API API access for external integrations
How-To Guides Step-by-step instructions for common configuration tasks

Common Tasks

These how-to guides walk you through the most frequent configuration operations:

Before You Start

Tip: Before making changes to a production system, review the Upgradeability page to understand how your customisations interact with product upgrades. The short version: your changes are safe -- upgrades never overwrite your customisations.

Tip: Many configuration objects can be edited in-place by holding Ctrl and clicking on them. This is often the fastest way to find and edit a menu, form field, or query column without navigating through the Admin screens.