WebSphere brand IBM WebSphere Sensor Events, Version 6.2

Creating an audit

This topic describes how to create an audit. Users with audit permission can perform this task.

Procedure
  1. Log in to the Asset Inventory Management Services for WebSphere® Sensor Events application.
  2. Click Audit > Create Audit. At the top of this screen, you will see a four step process for creating an audit.
  3. Choose the Audit Type. If you choose Book to Floor, you will proceed to steps 2 and 3 in the four step audit process. Otherwise, you will proceed directly to step 4. For Floor to Book and Mass Deletion audits, you do not need to search for assets to be assigned to the audit during the creation process. Instead, you start with an empty list.
  4. Enter an Audit Identifier. The audit identifier is a unique text string used to describe the audit. Up to 25 alphanumeric characters are possible. This field is mandatory. If you enter an audit identifier that already exists, you will be alerted and asked to enter an alternate name.
  5. Click Next. If you chose Book to Floor, follow the next steps. If you chose another audit type, proceed to step
  6. On the next screen, complete the fields in the different sections in order to limit the scope of the audit search.
    • Audit: This section is informational and displays the audit identifier and the audit type.
    • Location Filter: This section enables you to limit the audit search by the zone or location for the auditable assets.

      Checking the Select All Zones ensures that all zones are considered for the audit. Alternatively, navigate through the zones tree and choose only the zones that you want included in the audit. You must select at least one zone.

    • Item Type Filter: This section enables you to limit the audit search by the item type and by the relationships between items, such as parent and children. You must choose a minimum of one item type.

      Checking Select All Item Types ensures that all item types are included in the audit. Alternatively, you can limit the audit to a selection of item types by selecting the desired ones from the Item Type list.

      Checking Include all Children assets in an audit ensures that the complete relationship tree of assets is included in the audit. For example, checking this box ensures that if an item such as a Rack is chosen, then all of its children, such as Servers, are also included in the audit.

    • Sampling Criteria Filter: This section enables you to limit the audit quantity to a fixed number of assets or to a percentage of the total number of assets.

      You can select either a percentage of assets or a fixed number of assets to be audited. To select a complete audit set 100% as the quantity. Selecting a quantity less than 100% (or less than the total number of assets) returns a list of randomly selected assets based on that percentage or quantity. This is referred to as a partial audit. Note that when choosing a partial audit, you could end up with slightly more assets in the audit if the option Include all Children assets in an audit is checked.

    • Advanced Search Criteria: This section enables you to limit the audit search based on specific item type properties that you selected in the Item Type Filter section. To enable the Advanced Search Criteria section, click the add link and additional fields appear on the lower portion of the screen.
      • You can filter based on any property of an item type. This may be useful if you need to audit only certain types of assets belonging to a particular parent entity.
      • Enter an expression for each item type or it will be excluded.
  7. Click Next.

    The next screen shows an audit summary with this information:

    • The total number of assets to be audited
    • The number of top level items. These items have no parents. They could have children, or they may be stand-alone assets.
    • Other audit items, such as children assets
    • The number of zones with items, which is the total number of zones applicable for this audit

    Clicking the Details icon shows all the details relating to that top level asset. Clicking the Children Audit Items icon opens a window with information on that item's children.

  8. Click Next. The audit confirmation screen appears.
  9. Click Create to generate the list of assets against the audit identifier.
    Note: Clicking Abandon cancels the audit creation and remove the audit from the database.

    After you click Create, the process takes a few moments, and then the Assign Audits screen appears.

What to do next

Assign the audit to a handheld device.


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