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Setting up your organizational structure

Asset Management Suite

One of the main purposes of Asset Management Suite is to enable you to create and maintain associations among organizations, assets, and resources. For example, you can associate a computer with a user, a department, and a location. You can also associate a department with a specific cost center. After you specify these logical groups and associations, you can keep track of an asset. You can track where an asset is located, who has it, and which department or cost center has responsibility for it.

Before you can make the associations, you must add organizational configuration items into the Configuration Management Database (CMDB). The organizational configuration item types let you enter organizational data and define the structure of your organization. Organizational configuration item types are the essential building blocks upon which all of your other asset and contract data is based.

Organizational configuration item types support a hierarchy for organizing the resources. Organizing information in a hierarchy simplifies management and access to the data. You can view information at different levels of detail. For example, you can look at the reports for all computers at a building, site, geographical region, or company level.

Before you enter any data, consider your organizational needs and the relationships that the resources have with each other. Symantec recommends that you plan and set up organizational configuration items correctly at the beginning. However, you can update and edit the organizational configuration items later. When you create an organizational configuration item, you can specify all data, including the association data. While you specify the association for a configuration item type, you can create an associated configuration type too. For example, you can specify a location for an asset from the already-created locations. Alternatively, you can create a new location from the same window and then associate the newly-created location to the asset.

To create a configuration item, right-click a configuration item type, and then click the context menu option that lets you create a new configuration item.

Ideally you would enter all data for a configuration item at once and then move on to the next configuration item. However, when you create an organizational configuration item, it is often not possible. Organizational configuration items have associations with each other.

After you enter your organizational data and associate it with assets, contracts, and users, the system automatically creates organizational groups under the organizational views. Organizational groups offer a great benefit when you want to manage your assets by location or department. For example, you can apply policies and tasks separately to the different resource targets that you create from the organizational groups. You can also create and configure site-specific security roles to restrict each asset management team, so that they can only view and manage assets of their own site

See Managing security on an organizational group

See Configuring resource security

Table: Process for setting up your organizational structure

Step

Action

Description

Step 1

Create locations.

When you set up your organizational structure in the Asset Management Suite, the first step is to create locations. The location organizational type lets you add geographical or physical locations into the Configuration Management Database (CMDB).

See Creating a location

Step 2

Create cost centers.

The cost center organizational type lets you add your company's cost centers into the CMDB.

Note that if you enter cost center data, and have not created a location, you cannot specify a location for a cost center.

See Creating a cost center

Step 3

Create departments.

The department organizational type lets you add your company's departments into the CMDB.

If you enter department data, and have not created a location and a cost center, you cannot create according associations for a department.

See Creating a department

Step 4

Create users.

The user configuration item type lets you enter data about people of your company into the CMDB.

See Creating a user

Step 5

(Optional) Update the organizational hierarchy manually.

When you set up your organizational structure in the Symantec Management Console, the organizational items do not appear in the Organizational Views and Groups list until the organizational hierarchy gets updated. By default, the automatic update runs every 30 seconds and updates the organizational hierarchy.

If you have disabled the automatic updating of organizational hierarchy, you must use the Update Organizational Hierarchy task to manually refresh the hierarchy.

See Updating your organizational hierarchy manually