Zoomed Image
USA
800 691 9120
UK
01225 704844

List of Configurable Areas

xAssets Configuration Guide
What can be Configured?

List of Configurable Areas

The following areas of xAssets Enterprise can be configured by administrators.

Profiles

  • Give different users access to only the menu items, assets, queries, and tasks relevant to their role
  • Create separate functional areas (e.g., IT, Finance, Fleet)
  • Create read-only management reporting profiles

Business Functions

  • Add entirely new functional areas to the product
  • Create new data fields or modify existing fields to support those functions
  • Build dashboards, menus, queries, forms, and reports for each function
  • Create contexts that change system behaviour when active

Dashboards

  • Create new dashboards or modify existing ones
  • Add, change, or remove charts, tables, and menu links on dashboards
  • Control which user groups can see each dashboard
  • Create and edit menu items in the header bar, dropdown menus, dashboards, and asset editing screen
  • Use the command builder to wire menus to queries, forms, reports, transformations, scripts, or external pages
  • Reorganise, rename, or remove existing menu items

Queries

  • Build queries using the visual query designer or raw SQL
  • Create queries based on stored procedures
  • Display queries on dashboards, link them from menus, or use them as data sources
  • Configure context-sensitive menus that appear above or below a query

Reports

  • Design PDF reports linked to any query
  • Control report layout, grouping, and output format
  • Run reports from dashboards or menu items

Asset Data Entry

  • Choose which fields appear on asset editing forms
  • Show different forms for different user groups, profiles, or asset categories
  • Rename fields, change presentation, validation, and dropdown content
  • Create new custom data fields of any type
  • Customise the left-side menu links and the Action menu on the asset editor

Incident Data Entry

  • Configure the forms used for incident and task editing
  • Show different forms by user group, profile, or service type
  • Rename fields and change field presentation

Reference Data

  • Create new reference data lookups for assets, incidents, or transactions
  • Customise the editing forms for each reference data type

Financial Information

  • Change depreciation calculation methods
  • Post additional transactions based on business rules or events
  • Modify how the valuations engine works

Security

  • Create users and assign them to user groups
  • Define table-level access (select, insert, update, delete) per user group
  • Restrict users to their own location, department, or cost centre
  • Create role-specific profiles

Network Discovery

  • Configure the discovery engine and what data it collects
  • Control how machines are detected and identified

Network Discovery Data Load

  • Customise data cleaning and recognition rules
  • Control how assets are created from discovered data
  • Create new asset types for printers, components, and other device categories
  • Trigger email notifications at the end of a data load

Business Rules

  • Implement validation rules that run on every record save
  • Generate a PDF report in a new browser window after a save

Email Notifications

  • Raise email notifications based on any event or data condition
  • Choose which users or user groups receive notifications
  • Control notification timing and grouping

Integration to Active Directory

  • Configure which servers and OUs to collect data from
  • Schedule when AD synchronisation runs
  • Choose which tables (typically custodian, location, department, and asset) are updated
  • Set data precedence for fields updated by multiple integrations

Integration to SCCM and Other Applications

  • Control how assets are created or updated when external data changes
  • Set up federated queries to display data from other applications within xAssets, or expose xAssets data to other applications
  • Pre-built integrations exist for Microsoft Intune, JIRA, OKTA, OneLogin, JAMF, Microsoft Azure, Amazon Web Services, and Google Cloud