This five-day, instructor-led training course is designed to provide the essential skills and knowledge needed to configure, deploy, and use Asset Manager 9.41 or 9.40. This course enables you to successfully implement an asset management solution in an enterprise-level business or large organization. The class consists of approximately 50% lecture and 50% hands-on lab exercises. The hands-on lab exercises use version 9.41 of the software.


There are no prerequisites for this course.

Who should attend:

All users of Asset Manager

Delegates will learn how to

At the end of the course, you will be able to:

  • Describe an evolutionary approach to asset management
  • Explain the capabilities provided by Asset Manager's core modules
  • Install the Asset Manager Windows and Web clients
  • Use the clients to navigate within Asset Manager's core tables
  • Create a database
  • Create and manage portfolio items
  • Reconcile software installations with software licenses
  • Write scripts to extend Asset Manager's functionality
  • Create queries and views to filter data
  • Configure Asset Manager security and control database access
  • Import and export data using Asset Manager
  • Schedule automatic processes


Course Overview

  • Course Objectives
  • Course Schedule
  • Introductions
  • Student Responsibilities
  • Instructor Responsibilities
  • Information about eBooks
  • Related Courses and Learning Path
  • Certification
  • HP Software Community
  • Virtual Classroom Tour
  • Audience Participation
  • Indicating Your Status
  • Participant Requests
  • Hands-On Lab Environment
  • Feedback

Module 1: Basics of Asset

  • Management and Databases
  • Describe HP Asset Management
  • Describe what Asset Manager Software does
  • Identify the Asset Manager modules
  • Identify the Asset Manager applications
  • Describe HP's integrated asset management solution
  • Use database terminology
  • Describe the basic components of a database

Module 2: Getting Started

  • Prepare to install Asset Manager
  • Describe the process of installing Asset Manager
  • Describe the Asset Manager Folder structure
  • Describe the Asset Manager Web Client capabilities
  • Review the Web Client benefits
  • Implement the Asset Manager architecture
  • Describe the installation requirements
  • Use the Asset Manager Windows Client interface
  • Describe the field and link structure
  • Use the Web Client login
  • Use the Web Client interface
  • Create an Asset Manager database
  • Describe how to create an Asset Manager database

Module 3: Portfolio and Asset Management

  • Use primary tables
  • Use natures
  • Create models
  • Create portfolio items
  • Create assets and batches
  • Describe software management
  • Manage software installations
  • Manage software licenses
  • Use software counters
  • Identify and track virtual assets
  • Identify and track mobile devices

Module 4: Scripts, Filters, and Views

  • Describe how scripts are used
  • Use the BASIC functions
  • Use the CurrentUser virtual link
  • Create calculated fields
  • Describe filters
  • Apply standard filters
  • Apply simple filters
  • Use query filters
  • Describe views
  • Create custom and shared views
  • Display views
  • Use filter transformation

Module 5: User Management

  • Describe access control
  • Assign logins, user roles, and user profiles
  • Assign functional rights and user rights
  • Create access restrictions
  • Manage connection slots
  • Set passwords
  • Update employee settings
  • Update environmental settings

Module 6: Importing and Exporting Data

  • Review import considerations
  • Use the Import wizard
  • Discuss import examples
  • Describe the exporting process
  • Use copy and paste
  • Create an export list
  • Use the Asset Manager Export tool
  • Conduct a batch file export
  • Use the Automated Process Manager

Module 7: Automated Process Management

  • Launch Automated Process Manager
  • Connect to the database
  • Navigate the user interface
  • Configure general options
  • Configure modules
  • Discuss multiple server/computer installations