Use the documentation component to centralise your company data. Store the following; Configuration info, Purchase info, Location info, Device info, Interfaces and passwords.
Before creating Documentation, you should add the necessary configuration types and statuses in the admin panel. Click here to see how.
Creating Documentation
Navigate to the Documentation page found on the left-hand side panel and select Add New.
You'll be presented with the following page. Enter the configuration information.
Customer: Assign the related customer
Configuration information contains the following;
Name
Type: i.e Server / Account login
Status: The current state of the entity
Expiration Date
Notes: Any further configuration information
Purchase information contains the following;
Purchase Date
Purchased By: Name of consumer
Serial Number: The product's unique serial number
Asset Tag: The product's unique asset tag
Manufacturer
Model
Location information contains the following;
Site: Physical site of the product (Corresponds to the selected customer)
Install Date: Date of the physical installation
Installed By: Name of the technician
Physical Position: Physical position of the product within the given site
Device information contains the following;
Host Name
Primary IP
Mac Address
Default Gateway
Platform
Operating System
Operating System Notes: Any further notes regarding the operating system
Additional interfaces
Additional interfaces are created under the Interfaces tab in the below screenshot. Select Add New.
You'll be presented with the following page.
Enter the details of your interface.
IP Address
Name / Slot
Notes: Any further notes on this interface
Proceed by clicking Save.
Passwords
Passwords can be added under the passwords tab shown in the screenshot below. Select Add New.
You'll be presented with the following page. Enter the details of your password.
Description: Password description ie domain admin / O365 admin
URL: The url corresponding or IP Address
sername
Password
Notes: Any further notes regarding the password
Proceed by clicking Save.