Asset Compliance

The ASSET COMPLIANCE area of in\site allows you to manage the location and status of your infrastructure assets within your cabinets.

  • Quickly import your devices by using the Download Import Template and Bulk Import Assets features.
  • Customize the names and colors of asset statuses by clicking the Manage Asset Statuses button.
  • ‘Support Ticket’ links are available for each asset, giving you the ability to quickly submit a support ticket regarding a specific piece of equipment within your cabinet to greatly minimize the time needed by Operations to locate the device and resolve the issue.
  • The Assets grid view can be searched, filtered, grouped, sorted, and exported to Excel
  • Saved views can be created for quick retrieval of often-used information
  • Clicking an asset name opens the Cabinet View; a virtual representation of your cabinet showing the locations and statuses of the assets within it.
  • Quickly add, copy, or delete assets within your cabinets and view each asset's history.

Bulk Importing Assets

NOTE: To bulk import assets, you must have ‘Modify’ authorizations for the ASSET COMPLIANCE area of in\site. The file containing the list of devices to import must be saved in .CSV format. If you already have a CSV file with your assets listed, please skip to step 10 below.

  1. Click the Download Import Template button to download a template in .xlsx format.
  2. Open the template file.
  3. DO NOT enter any information into the AssetID column as it is only meant to be an internal ID.
  4. For each row, under the ‘BaseAssetID’ column select the identifiers of the cabinets in which the assets will be uploaded.
  5. Enter the name of each asset.
  6. Select the manufacturer and model name.
  7. Enter the RU position that corresponds to the bottom of the asset within the cabinet.
  8. If desired, enter the serial number and description of each asset.
  9. Save the file in .csv format.
  10. Click the Bulk Import Assets button.
  11. Browse for the location of the .csv file containing the list of assets to be imported.
  12. Once the file has been selected, the import process will automatically start.

After the import is complete, the status window will indicate how many assets were processed and the number of problems found, if any. A result.csv file will be downloaded automatically to allow you to review the status of any assets that had failed to import. If any corrections must be made, you may address them directly in the result.csv file and then use that same file to attempt import again.

Managing Asset Statuses

  1. Click the Manage Asset Statuses button.
  2. To customize the statuses, you must first make a copy of them by clicking the Copy Statuses button.
  3. Once the statuses have been copied, click the Edit link next to any status you would like to customize. You can change the name of the status, make it the default status to use for all new assets that are added to a cabinet, and customize the color associated with it. After making the changes, click the Apply button under the Color field on the right side of the screen.
  4. To create a new asset status, click the + (add a row) button at the top of the grid view, which is located to the left of the "Search...." field in the upper right.
  5. To quickly create a copy of an existing status, click the Clone link next to the one you would like to copy.
  6. To delete an asset status click the Delete link next to the one you would like to delete.
  7. Once all changes have been made, click the Save button in the upper right.

Cabinet View

After clicking on an asset name, a 2 dimensional view of the inside of the cabinet appears which allows you to see the location of all assets associated with it. You can see assets associated with the front or back of the cabinet as well as any assets that may be associated with the cabinet but not necessarily mounted in a certain RU position within it.

To look at another cabinet, select the name of the cabinet from the drop down list at the top.

Cab View 1


Adding, Editing, Copying and Deleting Assets

If 'Modify' permissions are granted, users can add, edit. copy or delete assets by clicking the Add Asset, Edit Asset, Copy Asset or Delete Asset buttons.

Adding Assets

  1. Click the Add Asset button.
  2. Select the Manufacturer and Model Number of the device.

    NOTE: If the exact device isn't found, you can use the Generic manufacturer and applicable RU size for the model number.
  3. Enter a name for the device.
  4. Optionally, you may enter the serial number, description, Bar Code, Next Refresh Date, Warranty Expiration Date, Line of Business (LOB), and Estimated Power Usage.
  5. Select an Asset Status.
  6. Select a Verification Status.
  7. Enter the RU position of the device (the lowest RU position the device occupies within the cabinet).
  8. Select whether the asset is in the front or back of the cabinet, or identify it as non-mounted.
  9. Click Submit.

Copying Assets

  1. First select the device in the cabinet view by clicking on it.
  2. Next, click the Copy Asset button.
  3. Enter an asset name for the device.
  4. Enter any additional information as needed, such as Serial Number and Description.
  5. Select an Asset Status from the drop down list.
  6. Enter the RU position where you'd like the new asset to be placed within the cabinet.
  7. Click Submit.

Editing Assets

  1. First select the device in the cabinet view by clicking on it.
  2. Next, click the Edit Asset button.
  3. Make any necessary changes to the device and then click Submit.

Deleting Assets

There are two ways of deleting assets.

  1. First select the device in the cabinet view by clicking on it.
  2. Next, click the Delete Asset button.
  3. Click OK to confirm the removal and then click Submit.

Creating Support Tickets

To create a support ticket directly related to a piece of equipment, simply select the device from the cabinet view and then click the Create Support Ticket button.

Asset History

A audit trail of all changes made to an asset can be viewed by clicking the Asset History tab.