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Assets
Assets Cloud

Documentation

  • Get started with Assets
    • Assets guide to ITAM (IT Asset Management)
      • Building an object schema for IT Asset Management (ITAM)
      • Creating attributes for IT Asset Management (ITAM)
      • Configuring an object schema for IT Asset Management (ITAM)
      • Creating an import structure for IT Asset Management (ITAM)
      • Mapping imported data for IT Asset Management (ITAM)
  • Connect, cleanse and reconcile data with Assets Data Manager
    • Learn about Assets Data Manager
      • What is Data Manager?
      • What is Data Manager used for?
      • How are customers using Assets Data Manager?
      • What problems can Data Manager help solve?
      • How do I prepare to use Data Manager?
      • How do I troubleshoot errors in my data?
      • What are the compliance and residency expectations for Assets Data Manager?
      • What are the requirements and limits of Data Manager?
      • What are the Stages in Data Manager?
      • What is the architecture of Data Manager?
    • Learn about Adapters
      • Data Source Aggregate
      • Flat File data source
      • Schema data source
      • SQL & ODBC data source
      • Active Directory data source
      • Azure Virtual Machine data source
      • Defender data source
      • Entra ID Device data source
      • Entra ID User data source
      • Falcon data source
      • FNMS/Flexera One data source
      • InTune data source
      • Jamf data source
      • Lansweeper data source
      • OneAgent data source
      • Qualys data source
      • SCCM data source
      • ServiceNow data source
      • Snow data source
      • Tenable Vulnerability Management data source
      • Data Manager Clients Release History
      • Flexera IT Visibility data source
      • Puppet data source
      • RISC Networks data source
    • Set up Assets Data Manager
      • Set up roles for Data Manager
      • Set up your instance of Data Manager
      • Set up the Data Manager clients for Assets
      • Create tokens for Assets Data Manager
    • Move data into Data Manager to create raw data
      • Add a data source
      • Audit log of fetch and transform
      • Configure a Data Source Aggregate data source
      • Configure a PowerShell-based data source
      • Configure an API-based data source
      • Create and configure a database data source
      • Create and configure a Flat File data source
      • Create and configure a Schema data source
      • Fetching data
      • Schedule a data source
      • View raw, transformed or cleansed data
    • Remove unwanted values to create transformed data
      • Configure a Transform Function
      • Run a Transform Function
      • View Transformed Data
    • Eliminate unnecessary records to create cleansed data
      • Cleanse your data
      • Configure Cleansing Rules
      • Configure mapping
      • Configuring Attribute Priority
      • Configuring Attributes
      • Configuring Data Source Types
      • Configuring data sources priorities
      • Configuring Reasons
    • Reconcile data sources to create Data Manager objects
      • Configure Advanced Searches
      • Configure Custom Data Dictionaries
      • Configure Dashboards
      • Configure data dictionary issues
      • Configure default data dictionaries
      • Merge your data
      • Schedule an import of your data
      • View Data Manager objects
    • Learn the terminology of Assets Data Manager
      • Data Manager
      • Roles
      • Data sources
      • Adapters client
      • Advanced search
      • Advanced Search Group
      • All jobs screen
      • Assets
      • Attribute
      • Attribute by Data Source
      • Attribute Flag
      • Attribute flag - Priority
      • Attribute mapping
      • Attribute Pie Chart
      • Audit Logs (screen)
      • Auto-generate column mappings field
      • Cleanse
      • Cleanse & Import
      • Cleanse and Import client
      • Cleansed data
      • Cleansing rules
      • Cleansing statistics
      • Column heading row
      • Column mapping
      • Column mapping types
      • Column settings
      • Compute object class
      • Computed
      • ComputeIssues (Chart)
      • Dashboard group
      • Dashboards
      • Data dictionaries
      • Data dictionary issues
      • Data Manager - Dashboard group
      • Data Manager - Important
      • Data Manager - People (object class)
      • Data Manager clients
      • Data Manager object
      • Data source
      • Data source by data source
      • Data source configuration
      • Data source name
      • Data source type
      • Data types
      • Date format
      • Default attribute mapping
      • Default cleansing rules
      • Delimiter
      • Dictionary groups
      • Dictionary values
      • DS#
      • End with delimiter
      • Exclude (Cleansing rules)
      • File path
      • Filter (Cleansing rules)
      • Import
      • Importable
      • ImportScore
      • Job
      • Mapped
      • Mapping matrix
      • My Downloads
      • Normal
      • NOT MAPPED value
      • NULL value
      • Object attribute
      • Object class
      • Object Classes
      • Object Detail
      • Object list
      • OSVersion
      • Peripherals (object class)
      • Platform
      • Primary key
      • Priority
      • Qualifier
      • Raw data
      • Reason
      • Record
      • Refresh gap
      • Remove (Cleansing rule)
      • Run Transform
      • Saved search
      • Schema objects
      • Secondary key
      • Skip rows field
      • Snapshot
      • Software (object class)
      • Tag
      • Token
      • Transformed data
      • Transforms
      • Uploaded
      • Venn diagram
      • Verified
      • Wildcard
      • Workspace ID
  • Manage your assets and configuration items with Assets
    • Get to know asset and service management with Assets
      • What is Assets?
      • Glossary of Assets
      • About Assets settings
      • How services work with Assets
      • Recommended data structure for an Assets schema
      • Tracking your usage in Assets
      • What’s in Assets for Cloud?
      • Assets usage and how it works
      • How much data can you store in Assets?
      • Optimize your schemas for usage
    • Manage roles with Assets
      • What are roles?
      • Add users or groups to an object schema role
      • Add users or groups to an object type role
      • Remove users or groups from an object type role
      • Remove users or groups from an object schema role
    • Manage object schemas
      • What are object schemas?
      • Create an object schema
      • Change the Display name, Name, or description of an object schema
      • Delete an object schema
      • Allow other schemas to reference objects from a schema
    • Manage object types in Assets
      • What are object types?
      • Create an object type
      • Change the Display name, Name, or description of an object type
      • Copy an object type
      • Delete an object type
      • Enable attribute inheritance for child object types
      • Disable object creation within an object type
      • Set an object type's label
    • Manage objects in Assets
      • What are objects?
      • Create an object
      • Edit an object
      • Edit multiple objects
      • Clone an object
      • Delete an object
      • Delete multiple objects
      • Search for objects and object types
      • Export objects
      • Enable quick creation of referenced objects
      • Print QR codes
      • Attach Assets objects to Jira work items
      • Validate object attributes in quick object creation
      • Add, edit, or delete comments in objects
      • View changes made to an object
    • Manage attributes in Assets
      • What are attributes?
      • Attribute types
      • Create an attribute
      • Add a suffix to an attribute
      • Delete an attribute
      • Filter attribute values using Assets Query Language (AQL)
      • Inherit all parent attributes
      • Set the cardinality of an attribute
      • Show the sum of multiple attributes
      • Validate attributes with regular expressions
      • Verify attribute values to be unique
      • Create an attribute reference
      • Create a reference that includes child objects
      • Add a Bitbucket repository attribute
    • Manage references in Assets
      • What is a reference?
      • Add a schema reference
      • Edit a reference
      • Delete a reference
    • Manage statuses in Assets
      • What is a status?
      • Create a status
      • Edit a status
      • Delete a status
    • Manage icons in Assets
      • What is an icon?
      • Edit the name of an icon
      • Delete an icon
      • Create a custom icon
      • Modify the icon for an object type
    • View Assets objects directly on work items and in Confluence
      • About the Assets object custom field
      • Create an Assets object custom field
      • Configure an Assets object custom field
      • Display your Assets data on a Confluence page or live doc
    • Use Jira Query Language (JQL) with Assets' AQL
      • How to use Assets Query Language (AQL)
      • Use JQL functions in Assets
      • Using Assets Query Language (AQL) syntax
      • Using placeholders in AQL to dynamically replace information
    • Automate your objects in Assets
      • Viewing records
    • Discover objects in your environment with Assets Discovery
      • Download and extract Assets Discovery
    • Import objects into Assets
      • What are imports?
      • Create an import structure
      • Automatically create object types and attributes
      • Create Assets objects from data using object type mapping
      • Create attributes and references from your data
      • Create a parent and child hierarchy for your data
      • Running an import in Assets
      • View the structure status of an import in Assets
      • Import a JSON file into Assets
      • Generate a token for importing in Assets Discovery
      • Import data from a web address to Assets
      • Prepare your data for importing into Assets
      • View import history in Assets
      • What is a data source field in Assets?
    • Import into an Assets schema to create schema objects
      • Bring Data Manager objects into a schema in Assets
      • Import your data into Assets
      • Schedule an Assets import
    • Integrate Microsoft Entra ID and Assets
      • What is the Assets - Microsoft Entra ID Integration app?
      • Import information from Microsoft Entra ID into Assets
      • What data does the Assets - Microsoft Entra ID Integration app import?
    • Track your Assets usage
      • Manage the usage limit for Assets
      • Manage your bill for Extra objects for Assets
    • Understand the Assets common data model
      • What is the Assets common data model?
      • What is the External organizations system schema?
      • What is the Geography system schema?
      • What is the People system schema?
    • Understand your Assets data with reports
      • How to use reports for Assets
      • About Assets dashboards
      • Create an Assets dashboard
      • About charts in Assets dashboards
      • Metrics in Assets dashboards
      • Add a chart in Assets dashboards
      • Example Assets dashboards and charts
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  4. Manage your assets and configuration items with Assets

Manage references in Assets

  • What is a reference?

    Learn how references in Assets create a dynamic network of assets and configuration items.

  • Add a schema reference

    Learn how to create a schema reference in Assets.

  • Edit a reference

    Learn how to change the name, description, or color of a reference in Assets.

  • Delete a reference

    Learn how to permanently remove a reference in Assets.

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