Using Pagelets Enabled by PeopleSoft IT Asset Management

This chapter provides an overview of reporting metrics pagelets and discusses how to:

Generate metrics.
Work with progress report.
Work with reporting metrics pagelets.

Understanding Reporting Metrics

PeopleSoft IT Asset Management (ITAM) organizes enterprise IT assets into a clear presentation of business value, with certifiable accuracy. Valuable business information is expressed in high level, concise metrics that invite users to drill down to any level of detail from the big picture in the portal. The pagelets contain information on total IT asset valuation, hardware and software inventory, missing, misappropriated, and misconfigured inventory, as well as specifying leases and contracts that need attention.

PeopleSoft IT Asset Management provides these metrics pagelets:

Pagelet	Description
Asset Financial Statistics	Displays a snapshot of enterprise IT asset current valuation.
Assets Not Reporting	Displays devices that have failed to report an inventory, allowing managers to investigate the absences.
Hardware Inventory	Counts all IT hardware–by subtype–that appears in the third-party inventory and asset repository databases. It also provides a summary count of IT hardware that appears in one database, but not the other.
Hardware Progress Report	Displays at-a-glance results to date of IT hardware progress achieved against a user defined goal.
Inventory Exceptions	Displays a high level view of the differences between the Asset Repository and the third-party inventory database–the difference between what is on the books and the physical inventory for IT assets.
Lease End Metric	Displays IT-related leases that will expire within the next n (user-defined) days, providing a reminder to undertake lease-end inventory activities. Users may drill down to the assets associated with those leases.
Software Device Monitor	Displays installed software by software device group ID. This metric is designed for IT Subtypes that are based on Serial ID software authorizations and includes a comparison of installed licenses to authorized software licenses. An alert is displayed by software title when the installed software licenses exceed the authorized software licenses.
Software Inventory Monitor	Provides the counts of total licenses versus installed licenses and displays the counts for authorized and unauthorized users.
Software Pending Requisitions	Displays a running scorecard on software licenses that users need to acquire to keep the enterprise in compliance.
Software Progress Report	Displays at-a-glance results to date of IT software progress achieved against a user defined goal
Software Renewal	Provides alerts to the IT Asset Manager when the contract needs to be renewed or renegotiated.

Generating Metrics

This section discusses how to generate reporting metrics.

Page Used to Generate Metrics

Page Name	Object Name	Navigation	Usage
Generate Metrics	IT_METRIC_RUN	Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, IT Asset Management, Generate Metrics, Generate Metrics	Select options to generate metrics that appear in the pagelets.

Generating Metrics

Access the Generate Metrics page.

Request

Process Frequency

Select the frequency for the report to run. Values are: Always, Don't and Once.

Generate Metrics

Select the metrics to be generated.

Assets Not Reporting	If you select Assets Not Reporting, the system displays the Assets Not Reporting Metrics group box.
Hardware Inventory	If you select Hardware Inventory, the system displays the Hardware Inventory Metrics group box.
Software Inventory Monitor, Software Pending Requisition, and Software Renewal	If you select any of these metrics, the system displays the Employee Software Metrics group box.
Software Device Monitor	Selecting the Software Device Monitor impacts Software Pending Requisitions and Software Inventory Monitor. The Software Device Monitor calculates the number of licenses associated with devices and needs to update that information in the Software Inventory Monitor as well as Software Pending Requisitions (specifically the Installed column.) The Software Device Monitor is capable of updating the information as it is displayed in Software Device Monitor and Software Pending Requisitions; however, it does not insert new rows into the metric. If the hierarchy of Software Device Groups is six levels or more, the Software Device Monitor issues a warning with respect to its effect on overall performance. It is recommended that the hierarchy be no greater than five levels. Additionally, a warning is issued about the possibility of double counting when a software device is associated with a software title via two different Software Device Groups. This issue should be corrected immediately by removing the device so that it belongs to only one group for a software title. Note. There may be software titles that are impacted by the Software Device Monitor that do not already exist in the Software Pending Requisitions or the Software Inventory Monitor. For a completely accurate display of current information, it is recommended that the Software Inventory Monitor as well as the Software Pending Requisition be run whenever the Software Device Monitor runs.

Assets Not Reporting Metrics

Inventory Age

Select an inventory age from the Inventory Age table.

Employee Software Metrics

Publisher	Select a vendor ID.
Software Title	Select a software title.

Working with Progress Reports

This section discusses how to:

Edit the progress report template.
Run the progress report.
Work with progress reports.

Pages Used to Work with Progress Reports

Page Name	Object Name	Navigation	Usage
Add/Update Progress Report	IT_PRGS_TMPL	IT Asset Management, IT Asset Management Center, Portal Setup, Edit Progress Report Template, Add/Update Progress Report	Create or edit a progress report template.
Progress Report	IT_PRGS_RUN	Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, IT Asset Management, Run Progress Report, Progress Report	Run the progress report.
Progress Report Detail	IT_PRGS_DTL	IT Asset Management, Inventory Views, Progress Report Detail, Progress Report Detail	View progress report details.

Editing the Progress Report Template

Access the Add/Update Progress Report page.

Template ID

The unique identifier for the progress report.

Progress Status

Valid values for Progress Status are: New, In Progress, and Complete.

If you select New, the first time run result is saved as the target number for the Group By Area defined on this page.

If the value is In Progress, all other fields are greyed out and not available for modification of any parameters.

If the value is Complete and saved, the target numbers are cleared and all results in the detail table are purged.

Description

Enter a text description. This description appears in the description column on the pagelet.

Asset Type

Select IT Hardware or IT Software to identify the pagelet for this report.

Group By Area

Select to group the results by area. Values are: Business Unit, Department ID, or Location.

Third Party Parameters

Select parameter fields to define the selection criteria. The Compare Operator is a translate value which includes: =, <>, Like, and Not Like. Value is a free-form text field. You must enter at least one parameter.

You can list the same attribute multiple times if you use the equal operator. For example if you wanted to search on a manufacturer of TOSHIBA or IBM, you could add another line for MFG ID = IBM. Because the MFG ID attribute is repeated, the condition will be treated as an OR condition. Conditions that are not for the same attribute will be treated as AND conditions. When the attribute is repeated the same operator used in the first instance of that attribute must be repeated.

When the user selects Software as a parameter, the valid compare operators are Exists, Not Exists, Like, and Not Like.

Note. If you are using the User Defined Date field you must enter the date value in the following format: YYYY-MM-DD.

Organizational Parameters

Define the Area Scope of the project within the organization. Values include: Business Unit, Department ID, or Location.

The Compare Operator is a translate value which includes: >, >=, <, <=, =, <>, Like, and Not Like. Value is a free form text field. Enter at least one parameter.

The organization parameter is not sent to the third party database; rather it is a filtering criteria that is used once the data is sent back to the PeopleSoft application.

Running the Progress Report

Access the Progress Report page.

Report Template ID

Select the Report Template ID to run. Only templates with report status of New and In Progress can be chosen. Leave this field blank to process all report template IDs with a status of New or In Progress.

Process Frequency

Valid values are: Always, Don’t Run, and Process Once.

Working with Progress Reports

Access the Progress Report Detail page.

This page displays the details for each project. Drill down on the Serial ID to access a printable view of the asset.

Working with Reporting Metrics Pagelets

This section discusses how to:

View asset financial statistics.
View non-reporting assets.
View hardware inventory.
View hardware progress reports.
View inventory exceptions.
View lease end metrics.
View related links.
View software device monitor.
View software inventory.
View pending software requisitions.
View software progress reports.
View software renewal.

Pages Used to Work with Reporting Metrics Pagelets

Page Name	Object Name	Navigation	Usage
Asset Financial Statistics pagelet	IT_PE_FIN_STAT	Click the Personalize Content link on the PeopleSoft homepage. Select Asset Financial Statistics.	Review a snapshot of enterprise IT asset current valuation.
Assets Not Reporting pagelet	IT_PE_UNDISC	Click the Personalize Content link on the PeopleSoft homepage. Select Assets Not Reporting.	Review the devices that have failed to report an inventory within a specified time period, allowing managers to investigate the absences.
Hardware Inventory pagelet	IT_HRDWR_SUM	Click the Personalize Content link on the PeopleSoft homepage. Select Hardware Inventory.	Count all IT hardware–by subtype–that appears in the third party and asset repository databases. View a summary count of IT hardware that appears in one database, but not the other.
Hardware Progress Report pagelet	IT_PRGS_HWC	Click the Personalize Content link on the PeopleSoft homepage. Select Hardware Progress Report.	Review up-to-date results of IT asset change or upgrade initiatives.
Inventory Exceptions pagelet	IT_PE_INV_EXCEPT	Click the Personalize Content link on the PeopleSoft homepage. Select Inventory Exceptions.	Review a summary of the differences between the Asset Repository and the third-party database.
Lease End Metrics pagelet	AM_LEASE_SUM	Click the Personalize Content link on the PeopleSoft homepage. Select Lease End Metrics.	Review IT-related leases that will expire within the next n days. Drill down to the assets associated with the leases.
Related Links pagelet	IT_PE_THIRDLINK	Click the Personalize Content link on the PeopleSoft homepage. Select Related Links.	Link to frequently accessed URLs.
Software Device Monitor pagelet	IT_PE_SWDG_SUM	Click the Personalize Content link on the PeopleSoft homepage. Select Software Device Monitor..	Review the installed software licenses versus serial ID-based authorized software licenses. An alert displays when installed software licenses exceed the number authorized.
Software Inventory Monitor pagelet	IT_SFTWR_INV	Click the Personalize Content link on the PeopleSoft homepage. Select Software Inventory Monitor.	Review the counts of total licenses versus installed licenses, the counts for authorized and unauthorized users.
Software Pending Requisitions pagelet	IT_SFTWR_PEND	Click the Personalize Content link on the PeopleSoft homepage. Select Software Pending Requisitions.	Review a list of software licenses that the company must acquire to keep the enterprise in compliance.
Software Progress Report pagelet	IT_PRGS_SWC	Click the Personalize Content link on the PeopleSoft homepage. Select Software Progress Report.	Review the up-to-date results of IT asset change or upgrade initiatives.
Software Renewal pagelet	IT_SFTWR_RENEW	Click the Personalize Content link on the PeopleSoft homepage. Select Software Renewal.	Review the alerts to the IT Asset Manager when a contract needs to be renewed or renegotiated.

Viewing Asset Financial Statistics

Access the Asset Financial Statistics pagelet.

Avg Life Remaining (average life remaining)	Displays a value that is calculated based on the following algorithm: Sum of (Useful life – Life to Date life) / Quantity of assets with useful life available. Depending upon the depreciation method, some assets may not have a useful life attached. In those cases, the asset will not be computed for the algorithm. If quantity equals zero, a not applicable (N/A) legend will appear on that field.
Year to Date Depreciation	Displays the algebraic addition of all the assets to be included in the statistics.
Units	Displays the algebraic addition of quantity field for every asset ID to be included in the statistics.
Net Book Value	Displays the algebraic addition of net book value for every asset to be included in the statistics.

Viewing Non-Reporting Assets

Access the Assets Not Reporting pagelet.

See Working with the IT Asset Inventory Tool.

See Managing Assets Not Reporting.

Viewing Hardware Inventory

Access the Hardware Inventory pagelet.

Discovery

Displays the number of assets per subtype found in the third party database. Click the link to access the Hardware Inventory page.

On the Hardware Inventory page, the system populates the IT Subtype with the link value that you clicked in the pagelet. The system enters Discovery DB as the Source Database.

ARM

Displays the number of assets per subtype found in the asset repository. Click the link to access the Hardware Inventory page.

On the Hardware Inventory page, the system populates the IT Subtype with the link value that you clicked in the pagelet. The system enters Asset Repository as the Source Database.

Unreconciled

The Unreconciled Assets column contains the combined count of those assets that exist in only one of the databases—third party or the asset repository. The system displays the number of assets per subtype that are found in only one database. Click the link to access the Hardware Inventory page.

On the Hardware Inventory page, the system populates the IT Subtype with the link value that you clicked in the pagelet. The system enters Both ARM and Discovery as the Source Database. Note that it changes the operator to <> (not equal.) The query returns those assets NOT in ARM ADDED TO the assets NOT in Discovery.

Viewing Hardware Progress Reports

Access the Hardware Progress Report pagelet.

Report	Defines which template (a container for report parameters) drives this line of data.
Target	Displays the total number of expected actions at the outset of a project such as the count of machines that meet the criteria. This number is generated when the report is run for the first time.
To Do	Displays the number of outstanding actions in a project. Click to view a list of items for a specific project. On the Progress Report Detail page, you can drill down to the details for each item in the project.

Viewing Inventory Exceptions

Access the Inventory Exceptions pagelet.

Business Rule	Displays each of the business rules that will generate an exception. Click the link to access the Manage Exceptions page.
Exceptions	Displays the number of exceptions for each business rule.
NBV (Net Book Value)	Displays the total NBV of the financial assets included in the exceptions for a business rule that would require a retirement to correct. Click the link to review the NBV for each financial asset from the Manage Exceptions page.
Cost	Displays the total cost basis of the financial assets that are included in the exceptions for a business rule that would require a retirement to correct. Click the link to review the Cost for each financial asset from the Manage Exceptions page.
FMV (Fair Market Value)	Displays the total FMV of the financial assets that are included in the exceptions for a business rule that would require a retirement to correct. Click the link to review the FMV for each financial asset from the Manage Exceptions page.

Note. The columns for NBV, Cost and FMV display on the Inventory Exceptions pagelet only when Financial Impact is enabled on the Installation Options - Asset Management page and when the columns are selected for viewing in User Preferences for a given user. A user may select to see one, two or all three of the columns. The aggregate values displayed in these three columns apply to only the financial assets that are included in the total number of exceptions, even though the number of exceptions includes both financial and non-financial assets.

See Setting Up Business Rules.

Viewing Lease End Metrics

Access the Lease End Metrics pagelet.

Lessor	Click the link to access the Lease Summary by Lessor page.
Days Before End Date	Displays the number of days before lease expiration in ascending order.
Lease	Click the link to access the Link Details page.

See Working with Leases.

Viewing Related Links

Access the Related Links pagelet.

See Creating Related Links.

Viewing Software Device Monitor

Access the Software Device Monitor pagelet.

Software Title	Displays the software licenses that are configured for tracking by Software Device Group ID. The Software Device Group is a grouping of machines that is used to associate a Content Manager (EMPLID) to a group of machines by their Serial ID. Group definitions can contain groups as well as machines.
Alert	Displays a warning icon if the number of installed licenses exceeds the number of authorized licenses. Alerts are not displayed for device groups that are defined as count licenses on the Define Software Titles/Users page.
Installed	Displays the count of licenses that are installed based on Serial ID according to the Asset Repository.
Authorized	Displays the count of authorized licenses associated with a serial ID. Count license device groups are not included in the count.
Declared	Displays the count of licenses that are declared for the Software Device Group based on Serial ID. Click the link to access the Software Device Inventory page. The search option for the software title and Group ID will be supplied.
Unresolved	Displays the number of licenses associated with devices that do not belong to any Software Device Group, or licenses for devices that are not in the Asset Repository. For those devices in the Asset Repository but not in any Software Device Group, the licenses are counted and the number of CPUs are as defined in the Asset Repository. Machines that are not in the Asset Repository are counted as one per device. Click the link to access the Resolve Device Licenses page. Search by Software Title or by Serial Number.

See Resolving Device Licenses.

See Defining Software Titles.

Viewing Software Inventory

Access the Software Inventory Monitor pagelet.

Software Title	Displays the software licenses that are configured for tracking.
Inventory	Displays the count of purchased software licenses. This column includes both employee and device authorizations. Click the link to access the Software License Inventory page.
Installed	Displays the count of users that installed the specific software This column includes both employee and device authorizations. Click the link to access the Discover Software Inventory page. The search option for the software title will be supplied.
Employee Authorized	Displays the count of authorized users who installed the software. This column excludes device authorizations. Click the link to access the Discover Software Inventory page. The search option for the software title will be supplied as well as the value of Employee Authorized in the Authorized Search option.
Employee Unauthorized	Displays the count of unauthorized users who installed the software. This column excludes device authorizations. Click the link to access the Discover Software Inventory page. The search option for the software title will be supplied as well as the value of Employee Unauthorized in the Authorized Search option.

See Working with Software Inventory.

Viewing Pending Software Requisitions

Access the Software Pending Requisitions pagelet.

Software Title	Shows only those software titles that are defined with track requisitions On and when the installed copies exceed the purchased copies.
Inventory	Displays the number of purchased copies of the software title. Click the link to access the Software License Inventory page.
Installed	Displays the number of installed copies of the software title. This column includes both employee and device authorizations. Click the link to access the Discover Software Inventory page.
Pending Requisitions	Displays the difference between the number of purchased copies and the number of installed copies.

Viewing Software Progress Reports

Access the Software Progress Report pagelet.

Report	Defines which template (a container for report parameters) drives this line of data.
Target	Displays the total number of expected actions at the outset of a project such as the count of machines that meet the criteria. This number is generated when the report is run for the first time.
To Do	Displays the number of outstanding actions in a project. Click to view a list of items for a specific project. On the Progress Report Detail page, you can drill down to the details for each item in the project.

Viewing Software Renewals

Access the Software Renewal pagelet.

Software assets with contracts that have an expiration date, with a status of Active and with a Renewal Notice value (that is, the renewal notice is not blank), will be included in the Software Renewal metric if the system date or As of Date of the process is greater than the expiration date minus the number of days entered in the Renewal Notice.

Vendor ID	Displays values from the vendor table.
Contract Id	Displays the contract number determined during negotiations with vendor.
Contract Type	Displays the user-defined contract type.
Expiration Date	Displays the end date of the contract.

Template ID	The unique identifier for the progress report.
Progress Status	Valid values for Progress Status are: New, In Progress, and Complete. If you select New, the first time run result is saved as the target number for the Group By Area defined on this page. If the value is In Progress, all other fields are greyed out and not available for modification of any parameters. If the value is Complete and saved, the target numbers are cleared and all results in the detail table are purged.
Description	Enter a text description. This description appears in the description column on the pagelet.
Asset Type	Select IT Hardware or IT Software to identify the pagelet for this report.
Group By Area	Select to group the results by area. Values are: Business Unit, Department ID, or Location.
Third Party Parameters	Select parameter fields to define the selection criteria. The Compare Operator is a translate value which includes: =, <>, Like, and Not Like. Value is a free-form text field. You must enter at least one parameter. You can list the same attribute multiple times if you use the equal operator. For example if you wanted to search on a manufacturer of TOSHIBA or IBM, you could add another line for MFG ID = IBM. Because the MFG ID attribute is repeated, the condition will be treated as an OR condition. Conditions that are not for the same attribute will be treated as AND conditions. When the attribute is repeated the same operator used in the first instance of that attribute must be repeated. When the user selects Software as a parameter, the valid compare operators are Exists, Not Exists, Like, and Not Like. Note. If you are using the User Defined Date field you must enter the date value in the following format: YYYY-MM-DD.
Organizational Parameters	Define the Area Scope of the project within the organization. Values include: Business Unit, Department ID, or Location. The Compare Operator is a translate value which includes: >, >=, <, <=, =, <>, Like, and Not Like. Value is a free form text field. Enter at least one parameter. The organization parameter is not sent to the third party database; rather it is a filtering criteria that is used once the data is sent back to the PeopleSoft application.

Report Template ID	Select the Report Template ID to run. Only templates with report status of New and In Progress can be chosen. Leave this field blank to process all report template IDs with a status of New or In Progress.
Process Frequency	Valid values are: Always, Don’t Run, and Process Once.