Exercise Overview:

Working with Inventory

In this lab we will learn how to configure and use Inventory.

Configuring Tachyon for Inventory

This exercise will show you how to configure Tachyon to use Inventory. We have already configured our connector to use Tachyon Powered Inventory. We have also already imported the Instruction Set 1E Inventory used by Tachyon Powered Inventory and created the Tachyon Role required and assigned it to the All Devices Management Group.

Confirm Permissions to use Inventory 

During the install Lab we assigned a number of roles to different users in this section we will confirm all were correctly applied.


The roles assigned were:
Inventory Administrators
Inventory Viewers
1ETRNAP
  1. Navigate to Settings – Permissions – Roles.
  2. Click on Inventory Administrators then the Members tab
  3. Confirm Manager1 is listed (along with Tachyon Connector)
  4. Click on Roles and Inventory Viewers
  5. Confirm User is listed

Confirm the Inventory Install and Population

1ETRNW72
  1. Log on to 1ETRNW72 as Manager1
  2. Open the Tachyon Portal in Chrome (if not already open)
  3. Click Switch App and choose Inventory
  4. The page should open on Aggregated Software Inventory if it has not navigate there
  5. Confirm that data is displayed, we will look at the data and options shortly.
  6. Data exists as we have already synced the data from SCCM and generated our cube data in earlier exercises

The Inventory screens seen as an Inventory Viewer

Here we will look at the Inventory screens as a viewer

Aggregated Software Inventory screen as Viewer

1ETRNW101
  1. Log onto 1ETRNW101 as User
  2. Open the Tachyon Portal in Chrome (if not already open)
  3. Click Switch App and choose Inventory
  4. The page should open on Aggregated Software Inventory if it has not navigate there
  5. The screen shows a list of all software gathered via the SCCM software inventory

  1. The screen will look like this

  1. The fields listed along the screen show the following information:
  2. Total Installs: The number of times the software has been installed on the estate
    Vendor: The software vendor
    Title: The software title
    Version: The version of the software installed
    Colloquial Version: if known or exists the Colloquial version installed
    Edition: The edition installed
    Latest Known Version: The latest version discovered via AI matching
    Category: Category information if set in SCCM
    End Date: If provided the end date for the License
    Licensable: Yes or No if the software is Licensed
  3. Each of the fields can be sorted or filtered, take a little time and sort and filter a selection of fields
  4. In the top right of the screen in line with the screen title are two drop lists, one showing Global the other Default Inventory
  5. Select the Default Inventory drop list and confirm this is the only available option, this is as this is the only Repository we have configured (Default BI is to generate the Cube data)
  6. Select the Global drop list and look at the available options, you will see each of our Management groups listed
  7. Choose each option and see how the display changes to show the software installed on each Management group. (you may need to scroll to see all the groups)
  8. Note that the Export button is disabled

Hardware Inventory screen as Viewer

  1. Click on Hardware - Hardware Inventory

  1. The screen to the right will be shown

  1. As before the drop lists are shown top right and have the same effect to select the machines in each Management group, choose each to see the effect on the display
  2. The column titles on this screen are self explanatory, if you are not clear please ask your instructor. And again can be filtered and sorted, if you wish spend some time exploring these.
  3. Note that the Export button is disabled
  4. Each of the machine names is a link, click on a link and view the detail returned
  5. This shows the Device Summary for that machine, On the page is the following information:
  6. Basic Info: Information on the Operating System installed
    Processor Details
    Virtualization Information
    Management Groups: Which management groups the machine is assigned to
    User Details: The primary user of the machine, their last login, and duration
    The last logged on user, with last login date, and duration
    Installed Software - Matched: Software installed on the machine that has been matched via SLA
    - Unmatched: Software installed on the machine that has not been matched via SLA

Virtual Summary Screen as Viewer

  1. Navigate to Hardware - Virtual Summary the screen on the right is displayed

  1. This displays information on the Host Virtualization Technology, Physical Host Count, Total Virtual Guests and Missing Host-Guest Count in our Lab environment we only have 8 machines

Device Screen as Viewer

  1. Navigate to Hardware - Device the screen will be blank
  2. Enter 1ETRNW101 in the Search device box at the top of the screen and when the machine name resolves select this, the information returned is the same as we looked at earlier. We will not look at the information again

Manage Associations Screen as Viewer

  1. Navigate to Manage Associations - CM to Product. CM to Product is underlined and on the right there are three options Associations, All records and No Associations, All records is selected, and displays the Applications and Packages (Note the number of records)


  2. Select Associations this shows that at this point the Administrator has not created any Associations between the ConfigMgr Application and the Product
  3. Select No Associations this shows those Applications and Packages that the Administrator should create Associations between the ConfigMgr Application and the Product (Note the number of records, this should match the All records value)
  4. Note that the Add/Edit Association button was disabled on each option
  5. On the left of the screen under the Manage Associations title, select Product to CM
  6. Note in the left most area the selection has changed from CM to Product, to Product to CM (you could also select this page directly)
  7. Data is now displayed, and the All records option is selected.
  8. Change the selection to Associations, note no data is displayed
  9. Select No Associations data is again displayed, as our Administrator has not made any associations.
  10. Note that the Add Association, Edit Association and Remove Association buttons were disabled on each option

SLA Inventory seen as an Administrator

We will now look at the SLA Inventory as an Administrator and matching software records

Basic Summary Screen

1ETRNW72
  1. Log onto 1ETRNW72 as 1ETRN\Manager1
  2. Open the Tachyon Portal in Chrome (if not already open)
  3. Click Switch App and choose Inventory
  4. Click on SLA Inventory
  5. Once the initial curation completes, click on Basic Summary in the left menu

The Summary table now includes software records curated by AI. The first column in the table shows the total Records Collected. The next three columns represent direct catalog matches, AI assisted matches and records that remain non-normalized. You can explore these by clicking on the links in the brackets. Even though AI was not enabled the descriptions of the fields remain as detailed below. For AI and its functionality, please take the AppClarity training.

  • Normalized Records-Direct Catalog Matches (Distinct Products) - corresponds to software records identified using existing rules in the 1E Catalog. Exploring these will show you the normalized entries with enriched data regarding licensability, end-of-support date etc.
  • Normalized Records-AI Assisted Matches (Distinct Products) - the software records the AI automatically extracted and normalized. The AI recognises the vendor, title, version and edition and normalizes them. Every record identified by the AI is looked at by the 1E Catalog team and enriched with data regarding licensability, end-of-support date etc.
  • Non-Normalized Records (With AI Suggestions) - displays a screen to assist in manually normalizing important software.

AI Suggestions for Non-Normalized Records (With AI Suggestions)

The AI would make predictions for all source data. Predictions with a confidence score below the set threshold. These predictions might still be accurate or quite close to accurate, so the task of manually adding rules to the Catalog becomes much easier.



    The predictions are displayed on the AI Suggestions screen.
  1. Click on the (x) link in the Basic Summary screen (in the Non-Normalized Records (With AI Suggestions) column).

  1. This displays the Unidentified Software Records screen:
  2. This screen has the following elements:

    Overview 

    Shows a count of distinct software records to be identified, so you can keep track of progress.

    • AI predicted - records the AI was unable to identify, but was able to provide suggestions
    • AI predicted and partially matched - where the vendor or title was identified through previous knowledge from the 1E Catalog, these records have a default high confidence score
    • Cannot be identified - these records have insufficient information to recognize the software or make a prediction.
    • Clear All Filters - show all records

    Filter

    Filters by application type.

    • Show only Secondary Applications - filters to only secondary applications
    • Newly discovered  (Last 30 days) - filters to applications discovered within the last 30 days
    • New to Catalog - filters to applications that are either new vendors or titles previously unknown to the 1E Catalog
    • Exclude Secondary Apps - removes any applications considered secondary, like updates, hot fixes or language packs.

    AI Prediction Confidence 
    Confidence scores for predictions are divided into three equal parts below the threshold. HighMedium and Low confidence relate to the ease at which the AI engine suggestions can be manually reviewed and added as rules.

    FILTER BY 
    Use this to add conditional filters for various fields on the Suggestions Table,
  1. Click on the Plus sign next to filter by and enter:
    "Vendor Contains Micro" to return results based on Microsoft as a software vendor.

Suggestions Table 
Each row on this table corresponds to a distinct set of software records. There are four values and a number of actions to perform for each distinct record. The values are:

  • Install Count - the total number of records found with the same source data across the estate
  • Source Data - ARP data extracted into TitleVersionVendorEditionColloquial Version and Licensable fields
  • AI Prediction - the AI suggestion after attempting to extract TitleVersionVendorEditionColloquial Version and Licensable fields from source data, Licensability is set to a default of No on the suggestions table, this can be edited before adding
  • Confidence- abstracted to high, medium or low based on the exact numeric value for prediction confidence, these confidences values will always be lower than the threshold required to automatically normalize records.

Take Action on Unidentified Software Records

The Actions you can take on each record are:

  • Add - adds the suggestion directly to the catalog, once the rule is added, the software record in context will appear normalized from the next sync onwards
  • Edit - allows you to edit the software record before adding to the catalog
  • Exclude - you can exclude a software record, to remove it from a normalization requirement, this also reduces the count of software left to identify - these excluded records will still appear on the same screen, tagged as excluded.

You can explore these records to see what the AI has curated by clicking on the related links in the Basic Summary Report.

We have also introduced a new screen for AI suggestions for any software records that remain non-normalized. This is a replacement for the Best Match Screen which allowed you to add rules.

Add a Suggestion to the Catalog

Edit a Suggestion

  1. Filter the Unidentified Software Records to show software where the vendor is Microsoft
  2. Scroll to find the software with the title: Administrative Templates (ADMX) for Windows 10 and Windows Server Click Edit

  1. In the displayed screen (shown right), accept the suggestions and click Add to Catalog

Note the Options have now changed from Add, Edit to Added, Edit

Exclude a Suggestion from the Catalog

  1. Remove the previous filter on Unidentified Software Records and add a filter to find software where the Title contains Mail
  2. Scroll to find the software with the title: hMailServer 5.4.2-B1964 Click Exclude
  3. Note the Options have now changed from Add, Edit and Exclude to Add, Edit and Include

The Inventory screens seen as an Inventory Administrator

Now that we have seen what a Viewer can see we will see how it differs for an Administrator.

Aggregated Software Inventory screen as Administrator

1ETRNW72
  1. Log onto 1ETRNW72 as 1ETRN\Manager1
  2. Open the Tachyon Portal in Chrome (if not already open)
  3. Click Switch App and choose Inventory
  4. The page should open on Aggregated Software Inventory if it has not navigate there
  5. The screen has the same fields as the viewer saw, and the drop lists have the same effect, select the options to confirm if you desire
  6. The difference is the Export button is now enabled, click on this.
  7. The file is downloaded, on the downloaded file click view in folder, and right click to open with notepad++
  8. Review the data exported, choose a title and confirm that the data matches that displayed on screen (the downloaded file exports in Vendor order descending)
  9. Once reviewed, close the file

Hardware Inventory screen as Administrator

  1. Click on Hardware - Hardware Inventory
  2. The screen has the same fields as the viewer saw, and the drop lists have the same effect, select the options to confirm if you desire
  3. The difference is the Export button is now enabled, click on this.
  4. The file is downloaded, on the downloaded file click view in folder, and right click to open with notepad++
  5. Review the data exported, choose a title and confirm that the data matches that displayed on screen (the downloaded file exports in Vendor order descending)
  6. Once reviewed, close the file
  7. The Virtual Summary and Device screens are exactly the same as the Viewer saw there are no additional options available, confirm this yourself

Manage Associations Screen as Administrator

CM to Product Screen

  1. Navigate to Manage Associations - CM to Product the screen will be blank on the left under the Page title, CM to Product is underlined and on the right there are three options Associations, All records and No Associations, All records is selected, Note the number of records
  2. Note Add/Edit Association is disabled
  3. Select No Associations, and confirm the number of records is equal to that seen on the All records option

  1. Select Microsoft Project 2010 via the check box to the left and then note that the Add/Edit Association button is enabled, Click this, and observe the screen to the right opens

  1. In the Vendor field type Microsoft, when the search resolves select Microsoft Corporation
  2. In the Title field type Project and select this when the search resolves
  3. Choose 2010 in the version field
  4. Search for and select Standard in the Edition field
  5. Click Save, Click < CM to Product
  6. Now choose the Associations tab, and confirm that Microsoft Project 2010 is now listed
  7. Confirm that the value for All records is one more than that for No Associations
  8. Associate another product of your choice, once you have saved, do not return to the CM to Product screen.
  9. Select the record you just added, and click Edit
  10. The record will now appear in the upper section of the page, amend the version number and click Save
  11. Confirm the amendment is shown. And navigate back to < CM to Product and Associations
  12. Confirm the new product is listed, and select it. Click Add/Edit Associations
  13. In the bottom half of the screen, select the title and click Delete click delete on the popup window, confirm no data is now displayed
  14. And navigate back to < CM to Product and Associations
  15. Confirm the title is no longer listed

Product to CM Screen

  1. Navigate to Manage Associations - Product to CM, Product to CM is underlined and on the right there are three options Associations, All records and No Associations, All records is selected, Note the number of records
  2. Note there are three buttons all are disabled:
    Add Association
    Edit Association
    Remove Association
  3. Select No Associations, and confirm the number of records is equal to that seen on the All records option
  4. Sort the vendor field Ascending, and select Adobe Systems Incorporated, and click on Add Association

  1. The screen will display as shown on the right

  1. In the Search for a CM Application or Package field type Adobe, and when it resolves to Adobe Reader 9 select it
  2. In the lower half of the screen, select Adobe Systems Incorporated and click Save

  1. The message on the right will be displayed briefly

  1. Navigate back to < Product to CM
  2. Then click on Associations, and confirm the newly created Association is listed
  3. Repeat the above for another Application of your choice
  4. Two applications now have Associations to CM Applications

Review the Associations as a Viewer

Now that there are some Associations between Product and CM and CM and Product, we will review what the Viewer user can see

1ETRNW101
  1. Log onto 1ETRNW101 as 1ETRN\User
  2. Open the Tachyon Portal in Chrome (if not already open)
  3. Navigate to Manage Associations - CM to Product, and open the Associations tab
  4. Confirm that the 3 Applications we have created associations for are listed
  5. Select one of the three using the check box to the left and confirm that the Add/Edit Association button remains disabled

  1. Notice that each of the names is a link, click on one and observe the information displayed, which is the detailed information from the Application an example is shown on the right. Once reviewed close the pop up

  1. Navigate to Manage Associations - Product to CM, and open the Associations tab
  2. Confirm that the 2 Applications we have created associations for are listed
  3. Select one of them using the check box to the left and confirm that the Add/Edit Association button remains disabled

Amend and Delete Associations

Having created Associations, and viewed them we will now amend and delete them

1ETRNW72
  1. Return to 1ETRNW72 as 1ETRN\Manager1
  2. Navigate back to Product to CM and the Associations tab
  3. Select an entry and note the options that become enabled on the right hand side, Edit Association and Remove Association are now enabled
  4. Click Edit Association
  5. Amend the search to be Adobe Acrobat Reader DC
  6. Check the radio button next to Acrobat Reader in the Selected Products area and click Save
  7. Navigate back to < Product to CM
  8. Then click on Associations, and confirm the amendment made is shown
  9. Select an entry and note the options that become enabled on the right hand side, Edit Association and Remove Association are now enabled
  10. Click Remove Association
  11. Click delete on the pop up window after reading the message
  12. Confirm the Association has been removed

Lab Summary

In this lab we looked at the Inventory Application. We confirmed the correct roles were assigned to viewers and Administrators, looked at the actions each could carry out and the differences and actions available to each. Associating CM Applications to Products and vice versa.

Next Page
Ex 8 - TCN Opr v5.0 - Using Guaranteed State