Before you start
- You need Documentation read access.
- Assets and Procedures need Hudu or IT Glue. Configurations needs IT Glue. Inspectors needs Liongard. Your MSP controls connections, sharing, and company scope.
- These are records from your documentation tools. For device monitoring and device actions, use Devices.
Browse assets
1
Open Assets
Open Documentation > Assets and check the company selector.
2
Choose a layout
In the Asset Types list on the left, click a layout such as servers or laptops. Click All Layouts to clear it. Use Search asset types… to find a layout.
3
Find the asset
Use the column filters, such as Name and Company. Click the asset’s name to open it.
4
Read the details
An asset can show its company, layout, update time, manufacturer, model, serial number, and the fields your provider defines. Empty fields are left out. A protected password field has its own Reveal control, which needs shared-password access.
View IT Glue configurations
1
Open Configurations
Open Documentation > Configurations. The tab appears only when your MSP uses IT Glue.
2
Filter the table
Use the column filters. Columns include Name, Company, Type, Status, Hostname, Primary IP, Serial Number, Manufacturer, Model, Operating System, MAC Address, Asset Tag, Location, Contact, Warranty Expires, and Updated.
3
Open the record
Click a linked name to open the record in IT Glue in a new tab. You need your own IT Glue access. A name without a link has no IT Glue URL.
Read a procedure
1
Open Procedures
Open Documentation > Procedures and find the procedure.
2
Open it
Click its name.
3
Read the tasks
Read the description, the Tasks list, and the summary, such as 3 of 5 tasks completed. A green check marks a done task, and an empty circle marks one that is not done.
Review Liongard inspectors
1
Open Inspectors
Open Documentation > Inspectors. The tab appears when Liongard is connected and data is shared with you.
2
Pick an inspector type
In Inspector Types on the left, click a type. The main area lists its systems with System Name, Company, Last Inspected, and Status.
3
Open a system
Click a system. Check Last inspected before you read the results.
4
Filter the metrics
Click Passing, Failing, or Warning to filter the metrics. Click the active one again to remove the filter. Type in Search metrics… to search by name or value. Expand or Collapse shows or hides the detail.
5
Read the results
Read Security, Inspected Metrics, and Recent Changes. Click Back to list to return.
Troubleshooting
Frequently asked questions
Can I edit an asset or configuration here?
Can I edit an asset or configuration here?
No. Ask your MSP to correct the source record.
Can I tick off a procedure task?
Can I tick off a procedure task?
No. The page shows recorded status only.
Why do two asset types show different fields?
Why do two asset types show different fields?
Each provider layout defines its own fields. Only filled-in fields appear.
Are inspection results live?
Are inspection results live?
No. Use the last inspected and updated times to judge how fresh they are.
Where are workstation or server inspector details?
Where are workstation or server inspector details?
On the matching device in Devices.