Creating an asset search for an ITAM family
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Creating an asset search for an ITAM family

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Article ID: 425717

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Updated On:

Products

CA IT Asset Manager CA IT Asset Manager Asset Portfolio Management CA Service Management - Asset Portfolio Management

Issue/Introduction

We have an existing Asset Search and need to have a new one but for a different ITAM family. Is this possible?

Environment

ITAM 17.4

Resolution

It is possible to copy and modify this copy of an Asset Search. However, the modification of the copy is restricted to the Search Criteria only, and it's not possible to modify the Asset Family of an existing Asset Search.

You need to create a new Asset Search, using the one you wanted to copy as an example.

To create the new Asset Search, please follow the steps below in your TEST environment:

1. Log in as an admin user

2. Go to Asset | New Search | In the Popup window, check the family  | scroll down to the bottom and click on "Set Selected Asset Families" 

3. Now ITAM allows you to check the attributes that will be shown.

4. Add the attributes and click OK after checking each attribute required (listed in the existing asset search you are taking as an example)

5. Click "OFF" next to "Configure search".

6. Set a name in the Title text box | Category = Asset  | Set a Description if required 

Expand "Search Security" | Select New | Add the role that you need to have access to this search

Expand "Additional Settings" and ensure that "Allow Selection Results" is checked

7. Save

8. Ensure you see Assets under "Search Results".

9. Log in as a contact with the role you set under "Search Security" to confirm they can see the search and get the results.

Additional Information

How to configure searches