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Test 000-035: IBM Tivoli Asset Management for IT V7.2.1 Implementation


Note: This test will be withdrawn on Nov 30 2013.
The replacement test is: (000-505) IBM SmartCloud Control Desk V7.5.1 IT Asset Management Implementation


Section 1: IT Assets


  1. Given that IBM Tivoli Asset Management for IT V7.2.1 (TAMIT) has been installed, the basic system data has been set up, deployed asset information has been imported. Explain IT assets data, so that deployed IT asset functionality has been understood.
    With emphasis on performing the following tasks:

    1. You cannot create deployed IT assets records by using a deployed IT asset application. An integration tool, such as Integration Composer, creates deployed IT records.

    2. The deployed IT asset application displays data about IT assets deployed in the enterprise.

    3. The deployed asset data displayed in deployed IT assets applications is collected directly from computers, network devices, and network printers actually installed in the enterprise.

    4. To gather this data, discovery tools (such as IBMTivoli Provisioning Manager or Microsoft SMS) scan computers, network devices, and network printers deployed in the enterprise and record information about the hardware and software installed on those assets. An integration tool processes the collected data and imports it into the database.

  2. Given that TAMIT has been installed, the basic system data has been set up, and assets have been created and assigned, use the View assets application, so that the details of the assigned assets are visible.
    With emphasis on performing the following tasks:

    1. On the navigation bar, click Go To -> Assets ->Asset

    2. In the Search for Assets section, enter a value in one or more of the fields.

    3. After entering values, click Find.

    4. Select the Asset tab.

    5. Select the Custodian/User button.

    6. From the dialogue select the New Row button.

    7. Select the Person field and choose the person to be assigned as either user or custodian.

    8. Select the person or custodian or both radio buttons.

    9. Select OK. Select Save.

    10. On the navigation bar, click Go To -> Self Service -> View Assets

    11. In the Search for Assets section, enter a value in one or more of the fields.

    12. After entering values, click Find.

    13. The system displays the results in the View Assets table window.

    14. In the View Assets table window, click the underlined record ID to open the asset. The system displays details of the asset.

  3. Given that the TAMIT has been installed and system has been setup, View Discovered Computer Data in TAMIT, so that deployed assets are visible.
    With emphasis on performing the following tasks:

    1. Click Go To -> Assets -> Deployed Assets -> Computers.

    2. Enter name in COMPUTER field.

    3. Review Computer Information.

    4. Click the Software tab.

    5. Review Software information (Filter will display software identified as managed in the Software Catalog application).

  4. Given that TAMIT has been installed, the basic system data has been set up, and an asset has been created, define asset disposal for the asset, so that asset disposal has been defined for a specific asset.
    With emphasis on performing the following tasks:

    1. Start the Asset application.

    2. Display the IT asset for which you want to specify end of life details.

    3. In the Type of Disposal field in the End of Life section on the IT Details tab, specify the way that you disposed of the asset.

    4. In the Date Disposed field, specify the date that you disposed of the asset.

    5. Optional: Specify information in the following fields if required:

      1. Recipient- person or organization that received the IT asset.

      2. Charge- amount of any costs incurred in the disposal of the asset.

      3. Price/Value- amount of any payment received as a result of the disposal of the asset.

      4. Disposal Request ID- request used to initiate disposal of the asset.

      5. Disposal Remarks- additional information related to the disposal of the asset.

    6. Click Save Record.

  5. Given that TAMIT has been installed, vendor records are entered and basic configuration is done, enter relevant License information, so that a new license record can be used in the system.
    With emphasis on performing the following tasks:

    1. Go to the licenses application from the Assets module of the Go to Menu.

    2. Click on the "New License" button.

    3. Specify the License type (Generic, IBM Customer Agreement or International Program License Agreement).

    4. Specify the platform (Distributed or Mainframe)

    5. Enter the license's Serial Number (if applicable).

    6. Enter the license's Scope (Computer, Enterprise, LPAR, Site, or User).

    7. Enter the license's term (Executed, Installed or Licensed).

    8. Specify if the License is Sub-Capacity (if applicable).

    9. Select the license's Charge Period (Daily or Monthly) (if applicable).

    10. Select the License's vendor.

    11. Enter the license's capacity.

    12. Select the license's Capacity Unit (Concurrent user, Concurrent Node Lock, Concurrent user session, Installed instance, MIPS, Millions of service units, Points, Processor core, Processors o value Units).

    13. Enter the start and terminate date.

    14. Associate related software products (if applicable).

    15. Enter Locations, Computer and Partition Assets, Application Users or GL Accounts (if applicable).

    16. Enter product keys (if applicable).

    17. Associate related licenses (if applicable).

    18. Enter license's costs (if applicable).

  6. Given that TAMIT has been installed, a data record to tie to the escalation, enter the relevant information for the escalation, so that the new escalation is valid, active and configured correctly.
    With emphasis on performing the following tasks:

    1. Go to System Configuration -> Platform Configuration -> Escalation.

    2. Click on the New Escalation button.

    3. Enter the escalation name or number.

    4. Select the business object for which the escalation applies.

    5. Enter the escalation condition (if applicable).

    6. Specify the escalation's site (if applicable).

    7. Enter the schedule of the escalation.

    8. For each new escalation point, enter the following information (if applicable).

      1. Elapsed time attribute

      2. Escalation point condition

      3. Elapsed time interval

      4. Interval unit of measure

      5. Repeat? Option

      6. Add new actions

      7. Add new notifications

    9. Validate and Activate the escalation.

  7. Given that TAMIT has been installed, the basic system data has been set up, assets and users have been created. Assign a primary user or custodian to an asset, so that the Users and Custodians identified for the asset.
    With emphasis on performing the following tasks:

    1. Open the Assets application.

    2. Use the search functionality to find the Asset with which you will associate a user and custodian.

    3. Select one of the assets by clicking in the asset record in the search result.

    4. Select from the Action menu - Associate Users and Custodians. Notice the symbol next to the action, this symbol is also in the toolbar. You will see the previously selected custodian / user.

    5. Click the New Row button and select a person from the lookup. Notice if this is the first record for the asset the Primary check box is selected. Only one user/custodian record per asset can be nominated as the primary contact for the asset, this field acts like a radio button across multiple user/custodian records for the same asset.

    6. You can associate a person with an asset as a custodian, as a user, or as both. At least one of the custodian or user check boxes must be selected. A "user" is someone who uses the asset. A "custodian" is someone responsible for the care of the asset.

    7. Close the dialogue box by clicking on the OK button and then click Save.

  8. Given that TAMIT has been installed, basic system data has been set up and deployed asset information has been imported, promote a deployed asset to an authorized IT asset, so that authorized IT asset records have been created from deployed asset records.
    With emphasis on performing the following tasks:

    1. On the List tab in the Computers, Network Devices ,or Network Printers application, select the deployed asset(s) that you want to promote.

    2. From the Select Action menu, select Promote to Asset.

    3. In the Selected for Promotion section on the Promote to Assets dialog box, review the information.

    4. In the Default Values section, review values specified for the promotion and select one of the following options:

      1. To use the default values specified, click OK to promote the deployed assets.

      2. To change the default values and apply them to the assets listed in the Selected for Promotion table:-Modify values in the fields in the Default Values section as needed. -To apply the default promotion values to assets selected for promotion, click Apply Defaults. Changes that you make in the Default Values section will be applied to the assets selected for promotion only if you click Apply Defaults. You can click Clear Defaults to clear the fields in the Default Values section. -Click OK to promote the deployed asset.

      3. To define specific values for the computer:-In the Selected for Promotion table, expand the row for the deployed asset that you want to promote.-In the expanded row, specify values in the fields as required. Values that you specify in the Selected for Promotion section overwrite any default values defined for the promotion.-Click OK to promote the deployed asset.


Section 2: Inventory


  1. Given an installed IBM Tivoli Asset Management for IT V7.2.1(TAMIT) environment, define Units of Measures and Conversion units for software and hardware, so that units of measures and conversion units have been set-up.
    With emphasis on performing the following tasks:

    1. Access the Item application from the Inventory module. Note: This unit can also be performed in the following applications: Assets, Purchase Contracts, Software Contracts, PR, PO, RFQ, Work Order, and others.

    2. Select "Unit of Measure and Conversion" from the select action menu.

    3. Define Units of Measure":

      1. Select "Add/Modify Units of Measure" from the sub-menu.

      2. Select the "New Row" button.

      3. Enter a "Unit of Measure" and description.

      4. Enter an "Abbreviation".

      5. Repeat the appropriate steps above as required.

      6. Select the OK button.

    4. Define Conversions:

      1. Select "Add/Modify Conversions" from the sub-menu.

      2. Select the "New Row" button.

      3. Enter a "From Unit of Measure".

      4. Enter a "To Unit of Measure"

      5. Enter a "Conversion Factor".

      6. Enter an "Item Number" if applicable.

      7. Repeat the appropriate steps above as required.

      8. Select the OK button.

  2. Given an installed TAMIT environment, define commodity groups and codes, so that the commodity groups and codes have been setup.
    With emphasis on performing the following tasks:

    1. Access the Item application from the Inventory module. Note: This unit can also be performed in the following applications: Assets, Purchase Contracts, PR, PO, RFQ, Work Order, and others.

    2. Select "Add/Modify Commodity Codes" from the action menu.

    3. Define a Commodity Group:

      1. Select "New Row" button from the "Commodity Groups" table window.

      2. Enter a "Commodity Group" code and description.

      3. Enable "Service?" if this is a service (optional).

      4. Repeat the appropriate steps above as applicable.

    4. Define a Commodity Code:

      1. Highlight the "Commodity Group" to have commodity codes added.

      2. Select "New Row" button in the "Commodity Codes for Commodity Group" table window.

      3. Enter a "Commodity Code" and description.

      4. Enable "Service?" if this is a service (optional).

      5. Repeat the appropriate steps above as applicable.

      6. Select the OK button.

  3. Given an installed TAMIT environment and an organization, configure an item set and the issue costing model, so that item costing model is defined for all sites and item sets are created, ready to be applied to an organization.
    With emphasis on performing the following tasks:

    1. Configure an item set.

      1. Access the Sets application from the Administration module.

      2. Select the "New Row" button in the "All Sets" table window.

      3. Enter a "Set" name and description.

      4. Select "ITEM" in the "Type" field.

      5. Select the "Default Item Status".

      6. Select the save button.

    2. Define issue costing model.

      1. Access the Organization application from the Administration module.

      2. Find the organization you are defining the issue costing model.

      3. Select the "Organization" tab.

      4. Select "Inventory Cost" from the "Inventory Options" on the select action menu.

      5. Find and select the Site you are defining the issue costing model.

      6. Enable the appropriate radio button in the "Issue Cost" section.

      7. Enable the appropriate radio button in the "Non Capitalized Rotating" section.

      8. Repeat steps 5 to 6 as applicable.

      9. Select the OK button.

      10. Select the save button.

  4. Given an installed TAMIT environment and an organization, commodity groups, storerooms, and measure units, create a rotating or non-rotating item and add it to a storeroom so that a new rotating or non-rotating item is created and added to a storeroom.
    With emphasis on performing the following tasks:

    1. Access the "Item Master" from the "Inventory" module.

      1. Select the "New Item Master" button.

      2. Enter an "Item" code and a description.Select a "Commodity Group" (optional).- Select a "Commodity Code (optional).

      3. Change the "Lot Type" to "LOT" if required by the client's requirements.

      4. Select an "Order Unit".

      5. Select an "Issue Unit".

      6. Select "Add as Spare Part?" if applicable .

      7. Add an image.- Select "Add/Modify Image" from the select action menu.- Select the "Browse" button.- Find an image from the directory list.- Select the "Open" button.- Select the OK button.- Select the save button.

      8. Add a vendor.- Select the "Vendor" tab.- Select "New Row" button in the "Vendors" table window.- Select a "Vendor".- Enter a "Catalog" number (optional).- Enable "Default Vendor?" (optional).- Select an "Order Unit".- Select a "Site" (optional).- Repeat the appropriate steps above as required.- Select the save button.

      9. Add a specification.- Select the "Specifications" tab.- Select the "Detail Menu" button and choose "Classify" in the "Classification" field.- Select the "Select Record" button against the classification to be returned.- Select the save button.

      10. Update a specification (optional).- Select the "Specifications" tab.- Highlight the row to be updated.- Update the "Alphanumeric Value", "Numeric Value", or "Table Value" as appropriate.- Repeat the appropriate steps above as required.- Select the save button.

      11. Add an alternative item.- Select the ""Item" tab.- Select "New Row" in the "Alternate Items" table window.- Select an "Item".- Repeat the appropriate steps above as applicable.- Select the save button.

      12. Change status.- Select the "Change Status" icon.- Select "New Status" of "Active".- Enable "Roll New Status to Organizations?".- Enter a "Memo" (optional).- Select the save button.

      13. Add item to a storeroom (optional).- Select "Add Items to Storeroom" from the select action menu.- Select a "Storeroom".- Select the OK button.- Enter a "Default Bin" (optional).- Select the correct "Stock Category" if the item is either "NS" or "SP".- Enter a "Standard Cost" (if applicable).- Enter a "Current Balance" if known.- Select the OK button.

  5. Given a TAMIT environment and a list of rotating and non-rotating items, create an item Assemble Structure (IAS) so that you have organized these into a hierarchy of items ready to be applied to an asset.
    With emphasis on performing the following tasks:

    1. Access the "Item Master" from the "Inventory" module.

    2. Find the rotating item to be used as the top level of the IAS.

      1. Select the "Item Assembly Structure" tab.

      2. Select the "New Row" button in the Children" table window.

      3. Select an "Item".

      4. Enter"Quantity" according to the client's data requirements.

      5. Enter a "Remarks" (optional).

      6. Repeat the appropriate steps above as applicable.

      7. Create child IAS.- Select the child to have child assigned, or drill down the hierarchy.- Select the "Detail Menu" button from the "Item" field.- Select the "Move to xxxx" option.- Find the rotating item to be used as the top level of the IAS.- Select the "Item Assembly Structure" tab.- Select the "New Row" button in the Children" table window.- Select an "Item".- Enter"Quantity" according to the client's data requirements.- Enter a "Remarks" (optional).- Repeat the appropriate steps above as applicable.- Select the "Detail Menu" button from the "Belongs To" field.- Select the "Move To xxxx" option.

      8. Select the save button.

  6. Given TAMIT is installed and set up, organizations created , commodity groups, storerooms, and measure units, create a spare part item and add it to a storeroom, so that a spare part has been created and added to the storeroom.
    With emphasis on performing the following tasks:

    1. Access the "Item Master" from the "Inventory" module.

      1. Select the "New Item Master" button.

      2. Enter an "Item" code and a description.

      3. Select a "Commodity Group" (optional).- Select a "Commodity Code (optional).

      4. Change the "Lot Type" to "LOT" if required by the client's requirements.

      5. Select an "Order Unit".

      6. Select an "Issue Unit".

      7. Select "Add as Spare Part?" check this box

      8. Add a vendor.- Select the "Vendor" tab.- Select "New Row" button in the "Vendors" table window.- Select a "Vendor".- Enter a "Catalog" number (optional).- Enable "Default Vendor?" (optional).- Select an "Order Unit".- Select a "Site" (optional).- Repeat the appropriate steps above as required.- Select the save button.

      9. Add a specification.- Select the "Specifications" tab.- Select the "Detail Menu" button and choose "Classify" in the "Classification" field.- Select the "Select Record" button against the classification to be returned.- Select the save button.

      10. Update a specification (optional).- Select the "Specifications" tab.- Highlight the row to be updated.- Update the "Alphanumeric Value", "Numeric Value", or "Table Value" as appropriate.- Repeat the appropriate steps above as required.- Select the save button.

      11. Change status.- Select the "Change Status" icon.- Select "New Status" of "Active".- Enable "Roll New Status to Organizations?".- Enter a "Memo" (optional).- Select the save button.

      12. Add item to a storeroom.- Select "Add Items to Storeroom" from the select action menu.- Select a "Storeroom".- Select the OK button.- Enter a "Default Bin" (optional).- Select the correct "Stock Category" if the item is either "NS" or "SP".- Enter a "Standard Cost" (if applicable).- Enter a "Current Balance" if known.- Select the OK button.

  7. Given TAMIT is installed and set up, organizations created, and the parent asset has been created, associate a child asset with a parent asset, so that the association has occurred.
    With emphasis on performing the following tasks:

    1. Access the Asset application.

      1. Determine the parent asset by searching for it by using the search functionality.

      2. Note the Assetnum.

      3. Click on insert and enter data for the Child Asset.- Asset number- Asset description- Location (optional)- Any other relevant asset data

    2. Enter the Parent Assetnum in the Parent field.

    3. Save the record.

  8. Given a TAMIT environment and an item set, classifications, vendor and images, create an active service item, so that a new service item is created and is ready for use.
    With emphasis on performing the following tasks:

    1. Access the Service Items application from the Inventory module.

    2. Create a service item.

      1. Select the "New Service Item" button.

      2. Enter a "Service Item" ID and a description.

      3. Select a "Commodity Group" (optional).

      4. Select a "Commodity Code" (optional).

      5. Select "Prorate" checkbox (optional).

      6. De-select "Inspection Required?" (optional).

      7. Select the save button.

    3. Add an image.

      1. Select "Add/Modify Image" from the select action menu.

      2. Select the "Browse" button.

      3. Find an image from the directory list.

      4. Select the "Open" button.

      5. Select the OK button.

      6. Select the save button.

    4. Add a vendor.

      1. Select "New Row" button in the "Vendors" table window.

      2. Select a "Vendor".

      3. Enter a "Catalog" number (optional).

      4. Enable "Default Vendor?" (optional).

      5. Select an "Order Unit".

      6. Select a "Site" (optional).

      7. Repeat the appropriate steps above as required.

      8. Select the save button.

    5. Add a specification.

      1. Select the "Specifications" tab.

      2. Select the "Detail Menu" button and choose "Classify" in the "Classification" field.

      3. Select the "Select Record" button against the classification to be returned.

      4. Select the save button.

    6. Update a specification.

      1. Select the "Specifications" tab.

      2. Highlight the row to be updated.

      3. Update the "Alphanumeric Value", "Numeric Value", or "Table Value" as appropriate.

      4. Repeat the appropriate steps above as required.

      5. Select the save button.

    7. Change status.

      1. Select the "Change Status" icon.

      2. Select "New Status" of "Active".

      3. Enable "Roll New Status to Organizations?".

      4. Enter a "Memo" (optional).

  9. Given a TAMIT environment and a site, organization addresses, gl accounts, persons and a list of stores from the client, create a storeroom, assign accounting codes and shipping and billing information, so that a new store is created, ready for items to be added.
    With emphasis on performing the following tasks:

    1. Access the "Storeroom" application from the "Inventory" module.

    2. Create a new storeroom.

      1. Select the "New Storeroom" button.

      2. Enter a "Location" and a description.

      3. Enter a valid GL account (leaving no "?") in one or more of the following fields according to the client's requirements:- GL Control Account- Cost Adjustment Account- Receipt Variance Account- Purchase Variance Account- Shrinkage Account- Invoice Variance Account- Currency Variance Account- Tool Control Account

      4. Define an internal storeroom.- Enable the "Use in PO/PR?" checkbox.

      5. Enter a "Recent Lead Time Weight in %" (optional).

      6. Enable "Default Storeroom?" checkbox (optional).

      7. Verify "Ship To Address"- If not valid, then select correct address from the lookup.- If no address available for selection then:- Save the record.- Access the "Organization" application from the "Administration" module.- Find the organization and select the "Addresses" tab.- Select the "New Row" button.- Enter an "Address Code" and description.- Enter an "Address".- Enter a "City".- Enter a "State/Province".- Enter a "ZIP/Postal Code".- Enter a "Country".- Return to the "Storeroom" application.- Find the storeroom to be updated.- Select the "View Details" button on the selected row.- Select the correct "Ship To Address".- Select the save button.

  10. Given that TAMIT has been installed and system has been setup. Use inventory application as per customer's requirements, so that Inventory application is used successfully to add balance and reorder details to an item.
    With emphasis on performing the following tasks:

    1. Use the Inventory application to enter, view or modify item balances, costs, bins, and lots and to view master inventories. Used for tracking stocked, non-stocked as well as special order items.

    2. In the Inventory application search and select an Item.

    3. Add another bin by clicking New Row in the Inventory Balances section.

    4. Fill-in data:

      1. Specify Bin.

      2. Specify Current Balance.

    5. Click the Save button.

    6. Click on the Reorder details for the selected item.

    7. Fill-in data:

      1. Specify reorder point.

      2. Specify Safety stock.

      3. Specify Economic order quantity.

      4. Specify Primary Vendor.

    8. Click the Save button.

  11. Given that the TAMIT has been installed and system has been setup. Setup item and adjust the status as per customer's requirements, so that items are operating effectively for the customer.
    With emphasis on performing the following tasks:

    1. Two or more organization share a set, then the items within that set can be shared across organization.

    2. Item Masters are created at the set level.

    3. Start the Item Master application.

    4. Click New Item Icon.

    5. Fill-in data:

      1. Specify Item.

      2. Specify Description

      3. Specify Commodity group, Order, and Issue unit.

    6. Click the Save button.

    7. Associate item to a store room which is at the site level.

    8. Click OK to Save.

    9. Click change status to Active.

    10. Click the Save button.

  12. Given that the TAMIT has been installed and system has been setup. Configure and schedule reorder parameters as per customer's requirements, so that Reorder parameters have been configured and scheduled successfully.
    With emphasis on performing the following tasks:

    1. Start the Organization application from the Administration module.

    2. From the Select Action menu, select Inventory-reorder option.

      1. Fill-in data:

      2. Specify whether to create approved or unapproved PR or PO for the external requests.

      3. Specify whether to create approved or unapproved PR or PO for the internal requests.

    3. Specify maximum number of reorder lines per PO/PR.

    4. Click the Save button.

    5. Select Cron Task Setup from System Configuration - Platform Configuration module.

    6. Select and display the Reorder CronTask.

    7. Select New Row to create a CronTask instance.

    8. Define the schedule.

    9. Choose the Run as User.

    10. Select the Keep History check box as applicable. If selected, indicate the number of history records to be maintained.

    11. Complete the parameters as required.

    12. Click the Save button.

    13. Activate and run ReorderCronTask.

  13. Given that TAMIT has been installed and basic system data has been set up, issues or transfer items according to the customer's requirements, so that the issues and transfers are made according to customer data.
    With emphasis on performing the following tasks:

    1. Start the issues and transfers application.

    2. From the list tab choose a storeroom from which to issue or transfer.

    3. If applicable, press the select items for return button to choose an item to return from the inventory in that storeroom.

    4. If applicable, press the select reserved items button to choose items from the reserved items inventory in that storeroom.

    5. If applicable, press the select assets spare parts button to choose items from the assets spare parts inventory in that storeroom.

    6. If applicable, press the new row button to create a new issue in that storeroom.

      1. Select the line type of tool or item in the line type drop down list.

      2. Select an item from the Item select value dialog.

      3. Select a rotating asset from the rotating asset select value dialog.

      4. Select a condition code from the condition code search dialog

      5. Indicate if the issue is from outside by using the Outside? check box.

      6. Locate a bin from the bin search dialog.

      7. Locate a lot from the lot search dialog.

      8. Assign a quantity in the quantity dialog.

      9. Fill in charge information in the charge information area.- Validate the site for the charge to information by using the search dialog.- Locate the related work order by using the work order select value dialog.- Set the location by using the location select value dialog.- Locate the related asset by using the asset select value dialog.- Locate the related GL Debit Account by using the GL debit account search dialog.- Locate the related GL Credit Account by using the GL credit account search dialog.- Record the issued to information by using the select value dialog.- Record the request information in the provided dialog.- Locate the related requisition by using the select value dialog.- Record the requisition line by using the provided dialog.

      10. Document the transaction details.- Select the transaction type by using the search dialog.- Record the correct new physical count by using the provided dialog.- Record the date information for the new physical count date by using the date dialog.- Record the entered by information in the provided dialog.- Accept the default provided Actual Date information or change it by using the provided date dialog.

    7. By using the transfer out or transfer in tab, record the required information about the item to be transferred in or out.

      1. Select PO items for transfer by using the select PO items button.

      2. Select items for transfer by using the select items for transfer button.

      3. Select asset spare parts for transfer by using the select asset spare parts button

      4. If doing a transfer in, you can select the PO items in transit by using the select PO items in transit button.

    8. Press the save transaction button to save the record.

  14. Given an installed TAMIT, create an Item Master item so that a new Item Master item is created and linked with the software catalog.
    With emphasis on performing the following tasks:

    1. On the navigation bar, click Go To -> Administration -> Deployed Assets -> Software Catalog.

    2. On the toolbar, display all records for software products, or use the table filter or Advanced Search to filter the records that you want to display.

    3. In the Software section, click the record that you want to work with. The catalog record is displayed on the Software tab.

    4. In the Associated Items section, click Link to Item Master. In the Select Items to link window, note that by default the Software field for authorized items is set to Y, and the Already Linked field is set to N. To refine your search for Item Master items to select from, you can use the table filter to find the records that you want to display.

    5. To display items that are already linked, clear the Already Linked field and press Enter.

    6. To display non-software authorized items, set the Software field to N and press Enter. If you select one of these non-software items and click OK, in the Item Master application the Software check box is marked automatically for that authorized item.

    7. In the Select items to link window, select one or more items from the list. To specify values, select the check box on the rows containing the values. To select all values, select the check box on the header row.

    8. If the list is empty, there are currently no software items available to link to. In this case, you can refine your search to find an item to link to. Or you can cancel this task and go back to the Associated Items section, click Create Item Master, and create a new software item in the Item Master application that you can link to. Then return to step 4 and follow the instructions to link to the item.

    9. Attention: By default, the Select Items to link window does not show authorized items that are already linked to a software catalog record. If in step 4 you changed the default setting from N to Y in the Already Linked field, and you select an authorized item that is already linked to a software catalog record, that link will be lost and cannot be recovered. The lost link is replaced with your new link to the current record, because an authorized item can refer to only one software catalog record at a time.

    10. Click OK to complete the linking. Any newly linked items are listed in the Associated Items section on the Software tab.

  15. Given that the TAMIT has been installed and system has been setup, setup assets so that client can determine when they are due for technology refresh.
    With emphasis on performing the following tasks:

    1. Create Item.

    2. Create/Promote Asset.

    3. Identify Technology Refresh Cycle.

    4. Enter Refresh Cycle.


Section 3: Contracts


  1. Given that the IBM Tivoli Asset Management for IT V7.2.1(TAMIT) has been installed and system has been setup. Explain the different types of Contract. There are 5 types of contracts; they are Purchase, Lease/Rental, Labor, Warranty, and Software contracts, so that the purpose for each contract type has been defined.
    With emphasis on performing the following tasks:

    1. Contracts are defined at the organizational level. A Purchase order is created for a site but can use contracts defined for the organization to which the site belongs.

    2. Purchase Contract:

      1. Used to define contracts with outside vendors, and provide detailed information about a contact's contact information or shipping and financial terms.

      2. Used for creating price, blanket, or purchase type contracts

    3. Lease/Rental Contract:

      1. You use the Lease/rental contracts application located in the contracts module to define overall terms and conditions of an agreement between vendor and a customer regarding one or more rotating assets.

    4. Labor Contract:

      1. Define contract terms and conditions for one or more Labor records, for external or contracted labor identified by vendor labor records.

    5. Warranty Contract:

      1. Defines agreements to maintain one or more assets with an outside service provider for a fee or scheduled set of payments and tracks warranty information and locations by time or meter.

      2. You also use a warranty contract to create a service contract. A service contract indicates that an outside service provider maintains one or more assets. Payment for service can be made with a single fee or schedule set of payments.

    6. Software Contract:

      1. Define software license contract with terms and conditions.

  2. Given that the TAMIT has been installed and system has been setup, create terms and conditions as per customer's requirements, so that the terms and conditions have been created to meet the customer's requirements.
    With emphasis on performing the following tasks:

    1. Start the Terms and Conditions application - available from both the Contracts module and the Purchasing module.

    2. Fill-in data:

      1. Specify Liability concerns .

      2. Specify Shipping and handling details.

      3. Specify delivery time expectations.

    3. Click the Save button. Terms and Conditions is a single-page application with no tabs or Select Action menu.

  3. Given that the TAMIT has been installed and system has been setup, create software contract with associates line items, so that a new software contract has been created.
    With emphasis on performing the following tasks:

    1. Click Go To -> Contracts -> Software Contracts.

    2. Click on the New Software Contract Icon.

    3. Enter contract information.

    4. Click the properties tab, enter properties information.

    5. Click Save Software Contracts icon.

    6. Click the Contract Line Items tab.

    7. Click New Row.

    8. Select Previously Created (ACTIVE) Software Item.

    9. Click the View Details icon for the contract line items and enter ORDER UNIT (PVU or UNIT of MEASURE), CAPACITY, UNIT COST.

    10. Click the Save Software Contracts icon.

    11. Click Select Action, Select Authorize Sites.

    12. Click Select Site and enter SITES.

    13. Click OK.

    14. Click Select Action -> Change Status.

    15. Change Status to Approved.

    16. Click OK.

  4. Given that the TAMIT has been installed and system has been setup. Create a contract as per customer's requirements, so that the contract has been created.
    With emphasis on performing the following tasks:

    1. Start one of the Contract applications (Purchase, Lease/Rental, Labor, Warranty or Software contracts.

    2. Fill-in data:

      1. Enter contract description.

      2. Select contract type.

      3. Select vendor.

      4. Associate Master Contract (optional).

      5. Associate terms and conditions

    3. Click the Save button.


Section 4: Purchasing


  1. Given that IBM Tivoli Asset Management for IT V7.2.1 (TAMIT) has been installed and basic system data has been set up, create company information, so that a company has been setup according to customer data.
    With emphasis on performing the following tasks:

    1. Create a company set.

      1. Go To the Sets application.

      2. Click the New Row button.

      3. Enter the following data: - The company set name and description-COMPANY in the Type field

      4. Click the Save Set button.

      5. Repeat above steps until all required Company Sets have been created.

    2. Create a company master/company.

      1. Go To the Company Master application.

      2. Click the New Company Master button.

      3. Enter the following data: - The company master name and description

      4. Click the Save Company button.

      5. Repeat above steps until all required Company Masters/Companies have been created.

    3. Modify/add data to company.

      1. Go To the Companies application.

      2. Search for company to edit.

      3. Modify data as necessary.

      4. Click the Save button.

    4. Add vendor branch to company.

      1. Go To the Companies application.

      2. Search for company to edit.

      3. Click Branches tab.

      4. Modify data as necessary.

      5. Click New Row to create new branch.

      6. Click the Save button.

  2. Given that TAMIT has been installed and basic system data has been set up, setup currency codes and/or exchange rates, so that the currency codes and/or exchange rates have been created according to customer data.
    With emphasis on performing the following tasks:

    1. Create a currency code.

      1. Go To the Currency Code application.

      2. Click the New Row button.

      3. Enter the following data: - Currency code name and description

      4. Click the Save Set button.

      5. Repeat above steps until all required currency codes have been created.

    2. Create an exchange rate.

      1. Go To the Exchange Rate application.

      2. Click the Organization the exchange rate is to be added.

      3. Click the New Row button.

      4. Enter the following data: - Convert from Currency- Convert to Currency- Exchange Rate- Active Date- Expiration Date

      5. Click the Save Set button.

      6. Repeat above steps until all required exchange rates have been created.

  3. Given that TAMIT has been installed and basic system data has been setup, setup tax options, so that the tax options have been setup according to customer data.
    With emphasis on performing the following tasks:

    1. Go To the Organizations application.

    2. Select the organization to setup tax options.

    3. Select the Tax Options from the select Action -> Purchasing Options drop-down menu.

    4. For each tax type tab, modify or enter tax options according to customer data.

    5. Click the OK button.

  4. Given that TAMIT has been installed and basic system data has been set up, setup purchasing option, so that the purchasing options have been setup according to customer data.
    With emphasis on performing the following tasks:

    1. Go To the Organizations application.

    2. Select the organization to setup purchasing options.

    3. Select the PO options from the Select Action -> Purchasing Options drop-down menu.

    4. Select appropriate options

    5. Click the OK button

  5. Given that TAMIT has been installed and basic system data has been set up, create desktop requisition, so that the desktop requisition has been created according to customer data.
    With emphasis on performing the following tasks:

    1. Go to the Create Requisitions application.

    2. Enter the following data.

      1. Requisition number and description

      2. Priorit

    3. Click the Continue button.

    4. Click the New Row button.

    5. Enter the following data:

      1. Line Type

      2. Item number

      3. Quantity

      4. Order Unit

      5. Line Cost

      6. Currenc

    6. Click the Continue button.

    7. Add data as appropriate.

    8. Click the Submit button.

    9. Repeat above steps until all required desktop requisitions have been created.

  6. Given that TAMIT has been installed and basic system data has been setup, setup purchase requisitions, so that the purchase requisitions have been setup according to customer data.
    With emphasis on performing the following tasks:

    1. Go To the Purchase Requisitions application.

    2. Click the New PR button.

    3. Enter the following data:

      1. PR number and description

      2. Priority

      3. Currency

    4. Click the Save PR button.

    5. Click the PR Lines tab.

    6. Click New Row.

    7. Enter the following data:

      1. Line number

      2. Line Type

      3. Item number

      4. Order Unit

      5. Conversion Factor

      6. Line Cost

      7. Tax

      8. Select Charge To information

      9. Entered By

      10. Entered Date

    8. Repeat the appropriate steps above until all required PR lines have been created.

    9. Click the Save PR button.

    10. To change the status:

      1. Select Change Status from the Select Action drop-down menu.

      2. Select New Status.

      3. Click OK button.

    11. Repeat the appropriate steps above until all required PRs have been created.

  7. Given that TAMIT has been installed and basic system data has been setup, create request for quotations, so that the request for quotation has been setup according to customer data.
    With emphasis on performing the following tasks:

    1. Go To the Request for Quotations application.

    2. Click the New RFQ button.

    3. Enter the following data:

      1. RFQ number and description

      2. Priority

    4. Click the Save RFQ button.

    5. Click the RFQ Lines tab.

    6. Click New Row.

    7. Enter the following data:

      1. Line number

      2. Line Type

      3. Item number

      4. Select Charge To

      5. Entered By

      6. Entered Date

    8. Repeat the appropriate steps above until all required RFQ lines have been created.

    9. Click the Save RFQ button.

    10. To change the status:

      1. Select Change Status from the Select Action drop-down menu.

      2. Select New Status.

      3. Click OK button.

    11. Repeat the appropriate steps above until all required RFQs have been created.

  8. Given that TAMIT has been installed and basic system data has been setup, create purchase orders, so that the purchase orders have been setup according to customer data.
    With emphasis on performing the following tasks:

    1. Go To the Purchase Order application.

    2. Click the New PO button.

    3. Enter the following data:

      1. PO number and description

      2. Priority

      3. Currency

    4. Click the Save PO button.

    5. Click the PO Lines tab.

    6. Click New Row.

    7. Enter the following data:

      1. Line number

      2. Line Type

      3. Item number

      4. Conversion Factor

      5. Line Cost

      6. Tax

      7. Select Charge To information

      8. Entered By

      9. Entered Date

    8. Repeat the appropriate steps above until all required PO lines have been created.

    9. Click the Save PO button.

    10. To change the status:

      1. Enter Vendor.

      2. Select Save PO button.

      3. Select Change Status from the Select Action drop-down menu.

      4. Select New Status.

      5. Click OK button.

      6. Repeat the appropriate steps above until all required POs have been created.

  9. Given that TAMIT has been installed and basic system data has been setup and purchase orders have been created to customer data, setup receipts to meet the customer requirements, so that receipts have been setup.
    With emphasis on performing the following tasks:

    1. Go To the Receiving application.

    2. Select the PO with which the items being received are associated.

    3. If Rotating Item:

      1. Click Select Ordered Items button.

      2. Select PO Lines to receive.

      3. Click OK.

      4. Click the Save Button.From the Select Actions menu Select Receive Rotating Items:- Select Assets, and auto number, enter serial numbers if appropriate.- Click OK.- Click the Save button.

    4. If Service Receipts, Click Service Receipts.

      1. Click Select Ordered Services button.

      2. Select PO lines to receive.

      3. Click OK.

      4. Click the Save button.

    5. If Material Receipts.

      1. Click Select Ordered Items button.

      2. Select PO lines to receive.

      3. Click OK.

      4. Click the Save button.

    6. Repeat the appropriate steps above until all required Receipts have been completed.

  10. Given that TAMIT has been installed and basic system data has been setup, create invoices, so that invoices have been created according to customer data.
    With emphasis on performing the following tasks:

    1. Go To the Invoices application.

    2. Click the New Invoice button.

    3. Enter the following data:

      1. Invoice number and description

      2. Type

      3. Entered By

      4. Entered Date

      5. Company

      6. Currency

    4. Click the Save Invoice button.

    5. Click the Invoice Lines tab.

    6. Click New Row.

    7. Enter the following data:

      1. Line Type

      2. Item

      3. Entered By

      4. Entered Date

    8. Repeat the appropriate steps above until all required invoice lines have been created.

    9. Click the Save Invoice button

    10. To change the status:

      1. Select Change Status from the Select Action drop-down.

      2. Select New Status.

      3. Enter Status Date.

      4. Click OK button.

    11. Repeat the appropriate steps above until all required Invoices have been created.

  11. Given that TAMIT has been installed and basic system data has been setup, setup the approval limits and tolerances for the security groups ,so that the set of limits and tolerances have been created according to customer data.
    With emphasis on performing the following tasks:

    1. Go To the Security Groups application.

    2. Select the Group to setup limits and tolerances.

    3. Click the Limits and Tolerances tab.

    4. Click New Row.

    5. Select the Organization.

    6. Enter the appropriate limit and tolerance data.

    7. Click the Save button.

    8. Repeat the appropriate steps above until all required limits and tolerances have been created.

  12. Given that the TAMIT has been installed and system has been setup. Create a Release Purchase Order for Software Contract, Approve the PO and Receive the PO items, so that the PO has been created, approved and the items have been received.
    With emphasis on performing the following tasks:

    1. Click Go To -> Contracts -> Software Contract.

    2. Enter Contract Number.

    3. Click Select Action -> Create Release PO.

    4. Select Contract Line Item(s).

    5. Click Autonumber to give PO a number.

    6. Enter GL ACCOUNT in GL DEBIT ACCOUNT field.

    7. Click OK.

    8. Click Go To -> Purchase Orders.

    9. Select the PO for Approval.

    10. Click the Approve Purchase Order icon.

    11. Enter Approved in the New Status field.

    12. Click OK.

    13. Go To -> Purchasing -> Receiving.

    14. Select the PO.

    15. Go to the Material Receipts tab and click Select Ordered Items.

    16. Select the PO Line Items for the Software Item(s) and click OK.

    17. Click Save. (MUST SAVE FOR LICENSE REQUIRED FIELD TO BE SELECTED)


Section 5: Resources


  1. Given that IBM Tivoli Asset Management for IT V7.2.1 ( TAMIT ) has been installed, enter the person's relevant information so that the person record is created.
    With emphasis on performing the following tasks:

    1. Enter Person ID (required).

    2. Enter First Name.

    3. Enter Last Name.

    4. Enter Phone.

    5. Enter Email.

    6. Enter IM id.

    7. Enter Title.

    8. Enter Employee Type.

    9. Enter Person's Supervisor (if applicable).

    10. Enter Person's Site and Person Location (if applicable).

    11. Enter Address.

    12. Enter Workplace Information.

    13. Assign to a Calendar.

    14. Assign a Primary Shift.

    15. Enter Workflow delegates and relevant Dates (if applicable).

    16. Enter Procurement Card Information (if applicable).

  2. Given a TAMIT environment, various skill levels, labor rate contracts, companies, and premium pay codes, use this data and assign them to a craft, so that a craft record is created.
    With emphasis on performing the following tasks:

    1. Access the Craft application from the Administration module and Resources sub-module.

    2. Create a new craft record.

      1. Select new craft button.

      2. Enter a craft ID and a description.

      3. Enter a "Standard Rate".

      4. Select the save button.

    3. Assign a skill level.

      1. Select the "New Row" button in the Skill Levels table window.

      2. Select a skill from the skill field lookup.

      3. Enter a skill description (if applicable).

      4. Enter a "Skill Level Rank".

      5. Enter a "Standard Rate".

      6. Select the save button.

      7. Repeat the appropriate steps above as applicable.

    4. Assign Outside Rates.

      1. Select the "New Row: button in the Outside Rates table window.

      2. Select a skill from the "Skill" field lookup.

      3. Select a vendor from the "Vendor" field lookup.

      4. Select a contract from the "Contract" field lookup (optional).

      5. Enter a standard rate. (if applicable).

    5. Assign a premium pay.

      1. Select the "New Row" button.

      2. Select "Premium Pay Code".

      3. Alter the "Rate" (optional).

      4. Change the "Rate Type" (optional).

      5. Enable the "Inherit Rate from Craft ?" checkbox. (if applicable).

    6. Create a new premium pay code.

      1. Select "Manage Premium Pay Code" from the action menu.

      2. Select the "New Row" button.

      3. Enter a "Premium Pay Code" and a description.

      4. Enter a "Default Rate".

      5. Select a "Default Pay Rate".

      6. Enable "Apply to New Crafts ?" checkbox (if applicable).

      7. Repeat the appropriate steps above as required.

    7. Select the save button.

  3. Given a TAMIT environment, crafts, qualifications, and locations have been set-up, associate these to create a new labor record, so that a new labor has been created with a craft associated. (Optional a valid qualification assigned.).
    With emphasis on performing the following tasks:

    1. Access the Labor application from the Administration module and Resources sub-module.

    2. Create a new labor record.

      1. Select the "New Labor" button in the "Crafts" table window.

      2. Enter a "Labor" code.

      3. Select the "Yes" button if "A person record does not exist for xxxx. Would you like to create one?" dialogue appears.- Enter a "First Name".- Enter a "Last Name".- Enter a primary phone (optional).- Enter a primary email (optional).

      4. Enter a supervisor (optional).

      5. Enter a "Work Site" (optional).-Enter a "Work Location" (optional).

      6. Select the save button.

    3. Associate a craft record.

      1. Select the "New Row" button.

      2. Select the "Craft" from the craft field.

      3. Enable "Inherit Rate from Craft ?" checkbox (if applicable).

      4. Change the "Rate" if step C is not selected (optional).

      5. Repeat the appropriate steps above.- Enable "Default Craft for Labor ?" (If applicable).

      6. Select the save button.

    4. Associate a qualification.

      1. Select the "New Row" button in the qualification table window.

      2. Select a "Qualification".

      3. Enter a "Certificate" number (if required).

      4. Enter a "Validation Date".

      5. Enter an "Effective Date".

      6. Enter an "Evaluation Method".

      7. Enter the "Validation By".

      8. Enter the "Issuing Authority".

      9. Repeat the appropriate steps above as applicable.

      10. Select the save button.

    5. Update a qualification.

      1. Select the "Qualification" tab.

      2. Highlight the applicable qualification to be update.

      3. Select the "Extend/Renew Qualification" button.

      4. Enter a "Certificate" number (if required).

      5. Enter a "Validation Date".

      6. Enter an "Effective Date".

      7. Enter an "Evaluation Method".

      8. Enter the "Validation By".

      9. Enter the "Issuing Authority".

      10. Select the OK button.

      11. Select the save button.

    6. Inactive a qualification.

      1. Select the "Qualification" tab.

      2. Highlight the applicable qualification to be update.

      3. Select the "Change Qualification Status" button.

      4. Select the "Inactive" status in the "New Status" field.

      5. Enter a memo.

      6. Select the OK button.

      7. Select the save button.

    7. Inactive a labor.

      1. Find the labor to be made inactive.

      2. Select the "Change Status" button.

      3. Select the "Inactive" status in the "New Status" field.

      4. Enter a memo.

      5. Select the OK button.

      6. Select the save button.

  4. Given a TAMIT environment and an organization, define and assign shift(s) and also non-working time(s), create a calendar, so that a calendar has been created with at least one shift applied.
    With emphasis on performing the following tasks:

    1. Access the Calendars application from the Administration module.

    2. Create a new calendar record.

      1. Enter a "Calendar" ID and a description.

      2. Enter a "Start Date".

      3. Enter a "Finish Date.

      4. Select the save icon.

    3. Define/Apply Shifts.

      1. Select "Define/Apply Shifts" from the action menu.

      2. Select the "New Row" button.

      3. Enter a "Shift" name.

      4. Enter a shift description.

      5. Select the "Start Day".

      6. Define the number of "Days in Pattern".

      7. Select the "Define Pattern" button.

      8. Enter a "Start Time" and an "End Time.

      9. Alter the "Work Hours" if applicable.

      10. Select the OK button.

      11. Enable the checkbox against the "Shift" to be applied.

      12. Select the "Apply Shift(s)" button.

      13. Select the OK button, twice.

      14. Repeat the appropriate steps above for additional shifts.

      15. Select the save button.

    4. Define/Apply Non-Working Time.

      1. Select "Define/Apply Non-Working Time" from the action menu.

      2. Select the "New Row" button.

      3. Enter a description.

      4. Select the "Start Date".

      5. Select the "End Date.

      6. Select the "Type" of non-working time.

      7. Enable the checkbox against the "Non-Working Time" to be applied.

      8. Select the "Apply" button.

      9. Repeat the appropriate steps above for additional "Non-Working Time".

      10. Select the OK button.

      11. Select the save button.

    5. Alter existing work periods.

      1. Select the "Work Periods" tab.

      2. Enable the filter on the "Work Periods" table window.

      3. Query for the date(s) as applicable.

      4. Alter the "Start Time", "End Time", or/and "Work Hours" as applicable on the #date(s).

      5. Enter a "Notes".

      6. Select the save button.

  5. Given a TAMIT environment and qualification type, associate crafts or tools to create an active qualification, so that an active qualification has been created.
    With emphasis on performing the following tasks:

    1. Access the Qualification application from the Administration module and Resources sub-module.

    2. Create a new qualification record.

      1. Select the "New Qualification" button in the "Qualification" tab.

      2. Enter a "Qualification" code and a description.

      3. Select a "Qualification Type".

      4. Select the save record.

    3. Determine the "Certificate Information".

      1. Enable the "Certificate Required ?" (if applicable).

      2. Enter the "Evaluation Method" (optional).

      3. Enter the "Issuing Authority" (optional).

      4. Enter the "Duration" of the certification (optional).- Select the "Duration Period".

      5. Enter the "Required Use Length" (optional).- Select the "Required Use Period".

    4. Determine the "Required Craft and Skill Levels".

      1. Select the "New Row" button in the "Required Craft and Skill Levels" table window.

      2. Select the craft (required) and skill level (optional).

      3. Repeat the appropriate steps above as required.

      4. Select the save button.

    5. Determine the "Tools That Require This Qualification".

      1. Select the "New Row" button in the "Tools That Require This Qualification".

      2. Select the "Tool" in the tool field lookup.

      3. Repeat the appropriate steps above as required.

      4. Select the save button.


Section 6: Work Management


  1. Given that IBM Tivoli Asset Management for IT V7.2.1 (TAMIT) has been installed and the basic system data has been set up, define and set up failure codes, so that the failure class is created with all the related problems, causes and resolutions.
    With emphasis on performing the following tasks:

    1. Open the Failure Code application.

    2. Click the New Failure Code Class button.

    3. Enter the new failure code class and description

    4. Enter the Problem, by clicking on the New Row button, entering the data and saving.

    5. Enter the Cause by clicking on the New Row button and entering the data, be sure that it is related to the correct Problem.

    6. Enter the Remedies by clicking on the New Row button and entering the data, be sure that it is related to the correct Problem.

    7. Save the record.

    8. Repeat for all additional Causes and Remedies for the respective Problem.

  2. Given that TAMIT has been installed and the basic system data has been set up, describe when the work order, change, release and activities applications would be used, so that the functionality provided by the different applications has been described.
    With emphasis on performing the following tasks:
    Differentiating work orders, changes, releases and activities

    1. Work orders are high level work requirements that can include safety plans, meters, and failure reporting. Preventative Maintenance generation will only generate work orders.

    2. Changes are high level work requirements for Change Management, and the functionality includes Change Windows, Impact Analysis.

    3. Releases are a bundled set of changes applied in Release Management.

    4. Activities are low level work requirements that are a subset of the Work Order, Change or Release. These reflect individual tasks or operations and track progress at this lower level. They do not explicitly have order functionality, but inherit this from the high level work requirement record.

  3. Given that TAMIT has been installed and the basic system data has been set up, define new work order actions that allow repeated use of work plans, modification of related Asset records and work order responsibilities, so that the functionality in work orders that allows related assets to be updated has been explained.
    With emphasis on performing the following tasks:

    1. Create Job Plan from Work Plan. This allows a work plan that has been built in the Work Order to be used as a template for future work orders, by saving it as a job plan.

    2. Move/ Modify/ Swap. This allows all assets that are associated to a work order to be moved to another site and location or location as part of the operation of a work order. It also allows all those assets to be associated with one or more custodians / users as part of the work order operation. The same also applies to all associated assets to have their specifications modified as part of the work order operation. Location specifications can also be modified.

    3. Select Owner / Take Ownership. An owner or Owner Group can be selected as the owner for the work order record.

  4. Given that TAMIT has been installed and the basic system data and assets have been set up, describe how to add tasks to work order, so that the result is a work plan available for approval before any work is started.
    With emphasis on performing the following tasks:

    1. Open the Work Order application.

    2. Insert new record and enter the following data:

      1. Description

      2. Asset

      3. Work Type

    3. Save the data. Do NOT change the work order status.

    4. Go to the Plans tab. This data cannot be entered if the work order status is APPR.

    5. Under the Tasks for Work order section click on the New Row button.

    6. The Task number should have automatically has been generated. Enter a Description, Sequence number, and any of the other fields that data is available for.

    7. In the lower section enter any labor, materials, tools or services that related to this task. Save the record.

    8. Repeat the appropriate steps above for any subsequent tasks.

  5. Given that TAMIT has been installed and the basic system data has been set up, define how flow control determines task status, so that how flow control can be used to change the status of tasks on a work order has been explained.
    With emphasis on performing the following tasks:

    1. Flow control is designed for automating sequential tasks on a work order, and is usually used in building a Job Plan, providing predictable results.

    2. Flow control automates tasks by setting the following task to the status of INPROG when the preceding task has been set to status COMP.

  6. Given that TAMIT has been installed, the basic system data has been set up, and assets have been set up, define how Crafts or Labor are assigned to the Work Order, so that a work plan with labor or crafts identified for performing the work, with durations and appropriate skill levels has been created.
    With emphasis on performing the following tasks:

    1. Open the Work Order application.

    2. Insert a new record and enter the following data:

      1. Description

      2. Asset

      3. Work Type

    3. Save the data. Do NOT change the work order status.

    4. Go to the Plans tab. This data cannot be entered if the work order status is APPR.

    5. Under the Tasks for Work order section click on the New Row button.

    6. The Task number should have automatically been generated. Enter a Description, Sequence number, and any of the other fields that data is available for.

    7. In the lower section enter any labor, or a craft to perform the task.

    8. Click on the Select Craft button to add a generic craft, as opposed to a specific person. This is currently a plan, and therefore crafts are better suited

    9. Select a Craft and ensure the skill level meets the minimum required. Add the time required to perform the task and any other additional details as necessary, ensuring the appropriate craft line is tied to the relevant task line .

    10. Repeat the appropriate steps above for any subsequent labor requirements.

    11. Save the record.

    12. If the labor person is known who will be performing the task, then click on new row, and enter the labor ID for the task, duration and save the record.

  7. Given that TAMIT has been installed, the basic system data has been set up, assets and work orders have been created, detail how actual labor is reported, so that actual labor time is reported.
    With emphasis on performing the following tasks:

    1. Open the Labor Reporting application and click on the New Row button.

    2. Enter the following data

      1. Labor ID

      2. Craft

      3. Start time / hours

      4. Rate

      5. Work order

    3. Save the data. Do NOT change the work order status.

    4. To find all the hours submitted by one person, use the search functionality entering the labor ID. Save the record.

    5. To enter time by work order use the button on the toolbar and select a work order.

    6. To enter time by contract or vendor select or ticket the relevant button on the toolbar and enter the data into the relevant fields having specified a valid contract/vendor or Ticket. Save the record. The Task number should have automatically been generated. Enter a Description, Sequence number, and any of the other fields that data is available for.

  8. Given that TAMIT has been installed, and the basic system data has been set up, define the various methods of reporting actual costs, so that costs incurred against work orders can be entered into the system.
    With emphasis on performing the following tasks:

    1. Labor can be reported through the Work Order application, the labor reporting and the quick reporting application.

    2. Materials can be reported through the work order, and quick reporting applications. Issuing materials from a storeroom to a work order can also successfully log materials used. If the material is a direct receipt material, by receiving against the purchase order and the work order the materials will be recorded.

    3. Tool use can be reported using the work order, and quick reporting functionality. In addition to this, as the tools are checked out from a tool room and returned to a tool room, and time is recorded against a work order, the appropriate costs can also be associated with the work order. If a purchase order for tool rental has been created, then by completion of this, the cost can also be logged.

    4. Services are recorded against a work order through the receipt of a purchase order for services that has been duly received against a work order.

  9. Given that TAMIT has been installed, the basic system data has been set up, assets and work order have been created, detail how downtime is reported, so that the asset Asset Up is now unchecked, and downtime will be reported on.
    With emphasis on performing the following tasks:

    1. Open the Asset application and select an asset by using the search functionality.

    2. Check that the Asset Up check box is checked.

    3. From the Select Action menu, select the Report Downtime option and enter the following data

      1. Change status

      2. Status time

      3. Downtime code

      4. Downtime type OR

    4. Select Report downtime and enter Report Downtime

      1. Start and End Dates

      2. Hours

      3. Downtime Code

      4. Downtime type.

    5. Save the record. .

    6. Return to the same asset record. Check the status of the Asset Up? field. This should now be unchecked. .

  10. Given that TAMIT has been installed and the basic system data has been set up, create a preventive maintenance based upon the customer's requirements, so that preventive maintenance has been created.
    With emphasis on performing the following tasks:

    1. Open the Preventive maintenance application.

    2. Click the New PM button.

    3. Enter the following information:

      1. Description

      2. Location or Asset.

      3. GL account.

      4. To build a PM for the assets on a route, in the routed field, enter a value or click detail Menu and select an option.

    4. Select the Use this PM to Trigger Hierarchy check box if you want to generate work orders for the entire hierarchy when this PM becomes due. If you want to generate a work order for only this PM when it becomes due, and not the other PMs in the hierarchy, clear the check box.

    5. Select the Child Work Orders and Tasks will Inherit Status Changes check box if you want work orders generated from this PM to inherit status changes from a parent work order.

    6. Click the Frequency tab.

    7. In the Work Order Generation Information section, select the following check boxes as appropriate:

      1. Use Last WO's Start Information to Calculate Next Due Frequency.- Select this check box if you want generated work orders to be calculated from the target start date of the last work order. If you do not wish to calculate the Next Due Date based on the target start of the last work order (for example, if you want the next work order to be generated when the last work order was actually completed instead), clear the check box.

      2. Generate WO Based on Meter Reading (Do Not Estimate). - Select this check box if you want work orders generated only when the defined meter reading has been reached. Clear this check box if you want the next work order due date to be based on the average metered usage.

      3. Generate WO when Meter Frequency Is Reached. - Select this check box if you want work orders for this PM to be automatically generated when the meter frequency has been reached and entered. This check box can only be selected if the Generate WO Based on Meter Reading (Do Not Estimate) check box has been selected.

    8. Define the frequency with which you want the PM to generate work orders. The PM frequency can be time-based, meter-based, or both.

    9. For time-based master PMs, define the frequency criteria as desired.

    10. For meter-based master PMs, define the frequency criteria as desired.

    11. If the PM is a seasonal PM, define the days/dates that you want the PM to be active on the Seasonal Dates tab.

    12. On the Job Plan Sequence tab, enter job plan data for the PM.

    13. If the PM is the parent record in a PM hierarchy, define the children on the PM hierarchy tab.

    14. Click Save PM

    15. Repeat the appropriate steps above until all non-rotating assets have been created.

  11. Given that TAMIT has been installed and the basic system data has been set up, a PM has been create and is ACTIVE, and the asset or location listed on the PM have a OPERATING status create work orders, so that preventive maintenance works orders has been created.
    With emphasis on performing the following tasks:

    1. Open the Preventive maintenance application.

    2. In the Preventive Maintenance application, display the PM record for which you want to generate one or more work orders.

    3. From the Select Action menu, select Generate Work Orders.

    4. In the Generate Work Orders dialog box, use the following fields to specify which PMs generate work orders:

      1. Generate WOs Due Today Plus This Number of Days.- Insert a "slack" time value in days to generate work orders in advance of their due dates. You might add slack time if your site generates work orders by batch (that is, weekly or monthly). See the Apply Lead Time to PM Work Orders topic for more information.

      2. Use Frequency Criteria.- By default, this box is selected. When selected, the system evaluates the frequency criteria for the selected set of records to determine which PMs are due to generate work orders. If a PM is part of a hierarchy, it may trigger work order generation from the entire PM hierarchy. - Clear this check box to generate work orders for the top-level PM in the selected set, regardless of their due dates. If a top-level PM is part of a hierarchy, it might trigger work order generation from the entire hierarchy.

      3. Run work order generation in the background.- Select this box to suppress the display of the Generating Work Orders notification and the Display Work Orders Generated page.

      4. Notification E-mail for Work Order Generation.- Enter the email address of the worker to be notified about the generated work orders.

    5. Click OK. The system displays an informational dialog box that lists the work orders generated from the PM.

  12. Given that TAMIT has been installed and the basic system data has been set up, and a PM has been create, so that a seasonal date defined for preventive maintenance.
    With emphasis on performing the following tasks:

    1. Open the Preventive maintenance application.

    2. Display the PM record you want to define active dates for.

    3. In the Preventive Maintenance application, On the Seasonal Dates tab, in the Active Dates section, click New Row.

    4. Enter the Start Month and Start Day, and the End Month and End Day for the active season. In the Start Month and End Month fields, enter a value or click select valueto choose from the list. Enter information in all four fields.

    5. To enter multiple active seasons, repeat steps.

    6. Click Save PM.


Section 7: IT Asset Reconciliation


  1. Given that the IBM Tivoli Asset Management for IT V7.2.1(TAMIT) has been installed and system has been setup, create a new reconciliation task with task filters, so that asset reconciliation can be run.
    With emphasis on performing the following tasks:

    1. Click Go To -> Administration -> Reconciliation -> Task Filters.

    2. Enter Filter name/description and ‘ASSET' for Filter Type.

    3. Create two clauses by using attribute SITEID with two site values. (processed as OR since there are two clauses)

    4. Save the Record.

    5. Click Go To -> Administration -> Reconciliation -> Reconciliation Task.

    6. Click new reconciliation task icon.

    7. Enter Task name/description.

    8. Select the newly created Task Filter.

    9. Enter ASSET in Dataset1.

    10. Select Link Rule, Serial Number.

    11. Save the record.

    12. Activate the task.

    13. Deactivate the task after it has run.

  2. Given that the TAMIT has been installed and system has been setup, schedule a new reconciliation task with task filters, so that asset reconciliation can be run.
    With emphasis on performing the following tasks:

    1. Click Go To -> Administration -> Reconciliation -> Asset Reconciliation Results.

    2. Find the results by selecting the RULE NAME.

  3. Given that the TAMIT has been installed and system has been setup, setup reconciliation tasks to process the results needed to manage assets within the customer environment.
    With emphasis on performing the following tasks:

    1. Discover Assets.

    2. Populate Deployed Asset.

    3. Create/Promote Assets.

    4. Create Link Rule.

    5. Create Task Filter.

    6. Create Comparison Rule.

    7. Create Reconciliation Task.

    8. Create CronTask Instance by using Reconciliation Crontask task.

    9. Manage results by using Reconciliation Results and Link Results.


Section 8: Service Requests


  1. Given that the IBM Tivoli Asset Management for IT V7.2.1 (TAMIT) has been installed and system has been setup, create a Service Request as per customer's requirements, so that a service request has been created.
    With emphasis on performing the following tasks:

    1. Start the Service Request application.

    2. Insert a record and fill-in data:

      1. Select reported person.

      2. Select Affected person.

      3. Specify Summary and description.

      4. Select classification.

      5. Assign owner or owner group. On assigning owner/owner group, the ticket status automatically changed to "queued".

    3. Click the Save button.

  2. Given that the TAMIT has been installed and system has been setup, create Ticket Template by using the Ticket Templates application, so that the Ticket Template has been created as per customer's requirements.
    With emphasis on performing the following tasks:

    1. Start the Ticket Template application.

    2. Insert a record and fill-in data:

      1. Specify a name for the Template.

      2. Select class for the template. Ticket template can be created for Service request, Incident, Problem, or Service catalog.

      3. Select Owner group, owner, organization and classification.

      4. Select ticket status, changes the status of the ticket when applied.

      5. Enter activities.

      6. Change status of the Ticket template to active. Only active templates can be applied.

    3. Click the Save button.

  3. Given that TAMIT has been installed and system has been setup, create Activities part of a ticket, so that the Activities have been created as per customer's requirements.
    With emphasis on performing the following tasks:

    1. Activity records describe high level work added directly to SR or Work Order during ticket management process. Activities can be managed from the activities tab in incident or problem application or by using Activities application.

    2. Start the SR or Work Order application.

    3. Fill-in data:

      1. Assign Owner or Owner group for an activity.

      2. Enter Location, Asset and Classification.

      3. Report actual labor time spent resolving the incident or problem as well as target and actual work dates.

      4. Time tracking - report actual labor time for incident or problem and assign labor and report actual time for activities.

      5. Change status of the Activity.

    4. Click the Save button.


Section 9-1: Reporting


  1. Given that IBM Tivoli Asset Management for IT V7.2.1 (TAMIT) has been installed and the request pages have been generated, access the application for which the user wants to generate the report, select the report, fill out the parameters and press "Submit" so that the report is displayed on the screen.
    With emphasis on performing the following tasks:

    1. Access the application for which the user wants to generate a report.

    2. Select the report the user wants to generate.

    3. Fill out the parameters (if applicable).

    4. Schedule the report (if applicable).

    5. Email the report (if applicable).

    6. Press Submit button.

  2. Given that TAMIT is installed, generate an ad hoc report from the applicable application, so that the ad hoc report is displayed on the screen.
    With emphasis on performing the following tasks:

    1. Go to the application for which the user wants to generate the ad hoc report.

    2. Press the "Create report" button.

    3. Select the fields you want to include by using the arrow icons.

    4. Check the " Apply the Current Query and Filter from the Application" option (if applicable)

    5. Enter the report title (if applicable).

    6. Check the "Save report" option (if applicable).

    7. Check the "Close window" option (if applicable).

    8. Group or sort the report in the "Sort" tab (if applicable).

    9. Schedule or email the report in the "Schedule" tab (if applicable).

    10. Press the "Submit" button.

  3. Given that the TAMIT has been installed and system has been setup, run the License Audit Reports, so that the License Audit Report is displayed.
    With emphasis on performing the following tasks:

    1. Click Go To -> Assets -> Licenses.

    2. Select Licenses.

    3. Click Select Action -> Run Reports.

    4. Click PVU Based Audit Report.

    5. Click Submit.

    6. PVU Based Audit Report is displayed.


Section 9-2: Software Catalog


  1. Given that the IBM Tivoli Asset Management for IT V7.2.1(TAMIT) has been installed and system has been setup, view Software Catalog in TAMIT, find the Product Heirarchies and Software Catalog information, so that the software catalog functionality is understood.
    With emphasis on performing the following tasks:

    1. Click Go To -> Administration -> Deployed Assets -> Software Catalog.

    2. View Product Hierarchy (Product Hierarchy Tab) - SOFTWARE NAME, VERSION, RELEASE.

    3. View Software Catalog information (Select Action -> Software Catalog Information) - CATALOG NAME, DATABASE INSTANCE IDENTIFIER, DATA VERSION, LAST MODIFICATION.

  2. Given that the TAMIT has been installed and system has been setup, review the top level software name and set it for managed, so that the Software Catalog entry is managed and becomes viewable in Deployed Assets.
    With emphasis on performing the following tasks:

    1. Click Go To -> Administration -> Deployed Assets -> Software Catalog.

    2. Find Top Level Software Name (NAME, ROLE, CATALOG NAME).

    3. Open Record.

    4. Select MANAGED in Managed As.

  3. Given that the TAMIT has been installed and system has been setup, add Third Party Catalog Entries for Software in TAMIT, so that all required products have been added to the Software Catalog.
    With emphasis on performing the following tasks:

    1. Click Go To -> Administration -> Deployed Assets -> Software Catalog.

    2. Create New Entry.

    3. Enter (NAME, MANUFACTURER, ROLE (SOFTWARE PRODUCT).

    4. Select MANAGED in Managed As.

    5. Click Select Software and enter (NAME) in Software Name.

    6. Select Multiple Software product names.

    7. Save the record.

  4. Given that the TAMIT has been installed and system has been setup, create Software Items and Demonstrate understanding of Item Master and use, so that a standard software items has been created and can be used across organizations.
    With emphasis on performing the following tasks:

    1. Click Go To -> Administration -> Deployed Assets -> Software Catalog.

    2. Find Top Level Software in Software Catalog.

    3. Enter NAME (Software Name).

    4. Click Select action -> Create Item Master.

    5. In the Create Item Master dialog box Enter ITEM NAME.

    6. Click Generate Items.

    7. On the Associated Items section click Detail Menu -> Go To -> Item Master.

    8. On the Specification Tab enter SOFTWARE as classification.

    9. Click Select Action -> Change Status (This must be activated in order to use this item on Software Contracts, Purchase Orders, and Licenses).

    10. Select Active in the New Status Field.

    11. Select "Roll New Status to Organizations and Inventory?".

    12. Click OK.


Section 9-3: Integration


  1. Given that the IBM Tivoli Asset Management for IT V7.2.1(TAMIT) has been installed and system has been setup to include the Integration Composer , establish the mapping between the discovery tool and the deployed asset tables per the clients requirements so that when the Integration Composer is run the discovered data is loaded into the deployed asset tables.
    With emphasis on performing the following tasks:

    1. Determine whether out of the box solution or customizations are required.

    2. Identify whether mapping expressions are out of the box.

    3. Set up the integration adapter for the specific client discovery tool.

    4. Verify the appropriate level of depth for deployed asset data imports.

    5. Define a data source connection for target and source.

    6. Create a mapping for source data to target.

    7. Utilize out of the box mappings where required.

    8. Import mapping expressions.

    9. [Optional] Modify mapping expressions.

    10. Execute the mapping.

  2. Given that the TAMIT has been installed and system has been setup, check the Integration Framework Software Catalog External System(s) and verify all required services, so that the system is ready to import the software catalog.
    With emphasis on performing the following tasks:

    1. Click Go To -> Integration Framework -> External Systems.

    2. Click the external system for the Software Catalog (TAMITEXTSYS).

    3. Verify that it is enabled.

    4. Click the Enterprise Services tab.

    5. Verify all the SwkBT enterprise services are enabled and using continuous queues.

  3. Given that the TAMIT has been installed and system has been setup, configure the Cron Task and Schedule the Software Catalog import, so that the software catalog has been scheduled to be imported.
    With emphasis on performing the following tasks:

    1. Click Go To -> System Configuration -> Platform Configuration -> Cron Task Set Up.

    2. Select SWCATALOGIMPORT.

    3. Configure Instance SWKBT, HOSTNAME, PARTIAL RUN, REPOSITORYUD, TEMPDIR, set schedule, mark ACTIVE) - Moves XML into Temporary Directory.

    4. Configure SWKBTLOAD (Same parameters as SWCATALOGIMPORT, but the PARTIAL RUN may need to be different).

  4. Given that the TAMIT has been installed and system has been setup, configure the IBM Tivoli Integration Composer in preparation of performing and asset import into TAMIT, so that the necessary steps for the import have been completed.
    With emphasis on performing the following tasks:

    1. Open ITIC and Login.

    2. Define Data Source for DB2 database target to receive data.

      1. Click Define New Data Source.

      2. Select Deployed Assets 7.2.

      3. Enter NAME (TAMIT).

      4. Click Next.

      5. Enter the following (DB2 Connection Method, Host Name, Host Port, Database, User Name, Password, Table Owner).

      6. Click Finish.

      7. Click OK.

    3. Define Data Source for TADd Assets.

      1. Click Define New Data Source.

      2. Select Tivoli Asset Discovery for Distributed 7.2.

      3. Enter NAME (TADD).

      4. Click Next.

      5. Enter the following (DB2 Connection Method, Host Name, Host Port, Database, User Name, Password, Table Owner).

      6. Click Finish.

      7. Click OK.

    4. Create Mapping.

      1. Click Create New Mapping.

      2. Select the TADD data source for Source List.

      3. Select the TAMIT data source for Target List.

      4. Enter NAME in Mapping Field (TADD to TAMIT).

      5. Click OK.

      6. In the Integration Composer Mapping window, click Select Action -> Import

      7. In the Import Mapping Dialogue box, select the correct "fsn" mapping file (TAD4D72toDPA72.fsn).

      8. Click Open.

      9. Click Select Action -> Save.

      10. Click Select Action -> Close.

      11. Sign out.




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