Asset Groups

Asset Groups

Asset Groups

Organize assets by grouping them manually or based on certain asset properties.
Info
Role Required: SDAdmin, SDSiteAdmin
Idea
Use case: Zylker is planning to update a patch on their assets. Using asset groups, they can pinpoint assets with 500GB RAM that need a software update before rolling out the patch update.
Types of asset groups in ServiceDesk Plus MSP Cloud:
  1. Static Group: Add specific assets to the group manually.
  2. Dynamic Group: Assets matching certain criteria are added to the group automatically.

Create Asset Group  

  1. Go to Assets and click next to Groups on the left pane.
  2. Alternatively, you can go to Quick Actions  > Assets > New Group.
  3. Enter a unique group name. This is mandatory.
  4. Describe the group.
  5. Select the group type - static or dynamic. Define asset criteria for dynamic groups.
  6. Click Save.
 
 

Add Assets to Groups  

Static Group 

  1. Click Add Assets To Group.
  2. Select the assets to add into the static group.
  3. Use the filter to view and select assets or components. You can also filter the assets based on asset state.
  4. Click Add. Click Add More to add assets from the next indexes.
 
Alternatively, you can add assets to a static group from the assets list view.  

Dynamic Group  

Assets matching certain criteria will be added to the group automatically.
Define the asset criteria using the relevant drop-down menus.
 
  1. To define multiple criteria, click the plus icon and select one of the logical operators.
  2. AND – Only assets that satisfy all criteria will be added to the group.
  3. OR - Assets will be added to the group if any one of the criteria is satisfied.

Edit/Delete Groups  

To edit or delete groups,
  1. Go to Assets > All Groups.
  2. Click the edit icon or the delete icon across the required asset group.
 
 
Alternatively,
  1. Navigate to the group.
  2. Hover over the toolbar and click the or icon.