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approvals.
This Novell ZENworks 10 Configuration Management Asset Inventory Reference includes
information to help you successfully perform inventory tasks. The information in this guide is
organized as follows:
Chapter 1, “Overview,” on page 11
Chapter 2, “Scanning Managed Devices,” on page 13
Chapter 3, “Scanning Inventory Only Devices,” on page 51
Chapter 4, “Scanning Demographic Data,” on page 63
Chapter 5, “Importing Demographic Data,” on page 95
Chapter 6, “Creating Local Software Products,” on page 103
Chapter 7, “Using Administrator-Defined Fields,” on page 111
Chapter 8, “Using Reports,” on page 115
Chapter 9, “Managing Component Data,” on page 129
novdocx (en) 16 April 2010
Chapter 10, “Managing Product Data,” on page 133
Appendix A, “Troubleshooting Asset Inventory,” on page 139
Appendix B, “Documentation Updates,” on page 143
Audience
This guide is intended for Novell
Feedback
We want to hear your comments and suggestions about this manual and the other documentation
included with this product. Please use the User Comments feature at the bottom of each page of the
online documentation, or go to the Novell Documentation Feedback site (http://www.novell.com/
documentation/feedback.html) and enter your comments there.
Additional Documentation
ZENworks 10 Configuration Management with Asset Inventory is supported by other
documentation (in both PDF and HTML formats) that you can use to learn about and implement the
product. For additional documentation, see the ZENworks 10 Configuration Management
In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and
items in a cross-reference path.
®
A trademark symbol (
trademark.
, TM, etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party
About This Guide9
When a single pathname can be written with a backslash for some platforms or a forward slash for
other platforms, the pathname is presented with a backslash. Users of platforms that require a
forward slash, such as Linux*, should use forward slashes as required by your software.
Novell® ZENworks® 10 Configuration Management Asset Inventory allows you to take an
inventory of all the devices in your Management Zone, including data on hardware, software, and
demographics.
The following sections contain additional information:
Section 1.1, “Scanning for Hardware Information,” on page 11
Section 1.2, “Scanning for Software Information,” on page 11
Section 1.3, “Scanning for Demographic Information,” on page 11
Section 1.4, “Security Considerations,” on page 11
1.1 Scanning for Hardware Information
Asset Inventory allows you to scan all the devices in your Management Zone and collect hardware
data for those devices. This data can then be viewed in a variety of ways using standard and custom
reports.
novdocx (en) 16 April 2010
1
1.2 Scanning for Software Information
Asset Inventory allows you to scan all the devices in your Management Zone and collect data on
what software products are installed on those devices. Asset Inventory can identify thousands of
products and allows you to define additional products so they can be recognized on subsequent
scans and on other devices. Data can be displayed on a variety of reports. This data can be used for
general information, license compliance, and so on.
1.3 Scanning for Demographic Information
Asset Inventory allows you to collect demographic information by using one of the following:
Collection Data Form: You can poll workstation users for demographic data, such as name,
phone number, department, cost center, and so on. This information is added to the inventory
data, giving you a complete picture of all the devices in your Management Zone.
LDAP Import Tasks: You can import demographic data from Microsoft* Active Directory
and Novell eDirectory
Active Directory or e-Directory LDAP sources, and schedule each task individually.
TM
to the Novell ZENworks database. You can set up tasks for different
TM
1.4 Security Considerations
No integrity protection is provided for inventory data as it is collected from agents. Since access to
inventory data could provide information on how to attack a machine in the Management Zone,
Asset Inventory should only be used in a secure environment. Additionally, the database where the
inventory data is stored should also be protected.
An inventory scan of your managed devices provides you with a detailed report of each device’s
hardware, software, and demographic data. The following sections provide information on inventory
scans:
Section 2.1, “Configuring an Inventory Scan,” on page 13
Section 2.2, “Scheduling an Inventory Scan,” on page 23
Section 2.3, “Running an Inventory Scan,” on page 45
Section 2.4, “Viewing an Inventory Report for a Managed Device,” on page 47
Section 2.5, “Editing a Managed Device’s Inventory Data,” on page 49
2.1 Configuring an Inventory Scan
An inventory scan allows you to collect data from managed devices in your Management Zone. By
default, the inventory settings are preconfigured.
novdocx (en) 16 April 2010
2
You can define the scan settings at three levels:
Management Zone: The settings are inherited by all device folders and devices. To configure
a scan for the management zone, see Section 2.1.1, “Configuring a Scan for the Management
Zone,” on page 13.
Device Folder: The settings are inherited by all devices contained within the folder or its
subfolders. Overrides the Management Zone settings
Device: The settings apply only to the device for which they are configured. Overrides the
settings at the Management Zone level and the device folder level. To configure a scan for a
device, see Section 2.1.3, “Configuring a Scan for a Device,” on page 20.
2.1.1 Configuring a Scan for the Management Zone
1 In ZENworks Control Center, click Configuration, then in the Management Zone Settings
panel, click Inventory.
2 Click Inventory in the category list.
3 In the Scan Now panel, configure how to run an on-demand inventory scan by using a Quick
Task, device task, or by using the ZENworks Icon menu.
For more information on running an on-demand inventory scan, see Section 2.3, “Running an
Inventory Scan,” on page 45.
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Scanning Managed Devices
13
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
®
ZENworks
Knowledgebase. If you plan to create Local Software Products and add them to
the knowledgebase, this option must be selected. For more information, see Chapter 6,
“Creating Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data. For more information, see Chapter 4,
“Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
User Can Initiate Scan: Select this option if you want to allow the workstation user to initiate
a scan by using the ZENworks Icon.
4 In the First Scan panel, configure how you want to run an initial inventory scan on a device.
novdocx (en) 16 April 2010
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data, when a scan is initiated. For more
information, see Chapter 4, “Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
5 In the Recurring Scan panel, configure how you want to run scans based on a schedule.
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data. For more information, see Chapter 4,
“Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
6 In the Software Applications panel, configure which directories to skip.
novdocx (en) 16 April 2010
Skipping directories is useful in limiting the scope of the scan. The directories in the list are
skipped.
To add a directory, specify a directory in the Skip Directories field, then click Add.
To edit an existing directory, select the directory, click Edit, edit the directory, then click
OK.
To delete an existing directory, select the directory, then click Remove.
7 In the Software Files panel, configure which types of files to scan for.
Scanning Managed Devices15
Software applications discovered in an inventory scan are identified by specific files associated
with the product. These identifications are kept in the ZENworks Knowledgebase. To identify
products that aren’t in the knowledgebase, you can search for files that are associated with an
unrecognized product and use the file information to create a new product identification called
a Local Software Product. This Local Software Product information can then be merged with
the knowledgebase so that these new products are recognized in subsequent scans. For more
information, see Chapter 6, “Creating Local Software Products,” on page 103. To configure the
file types, do the following:
To search for files with an
To search for files with a different extension, specify the extension in the Additional
Extensions field. Separate each extension with a
To scan for particular file types, select from the following:
System: Select this option to search for system files. This category is selected by
.exe
extension, select the Collect .EXE Files option.
+
sign, for example,
com+dll
.
default.
Ancillary Application: Select this option to search for files that are ancillary to, or
associated with, a product that is recognized by the ZENworks Knowledgebase. This
option is useful to create a comprehensive scan. This category is selected by default.
Other: Select this option to search for all other files. This category is selected by
default.
To include directories with products that are recognized by the ZENworks
Knowledgebase, select Include directories with recognized products. This is useful to
create a comprehensive scan.
To limit the scope of the scan by including and excluding files and paths, configure which
files and paths to include or exclude from the collection by using Add and Remove to
specify which files and paths you want to include and exclude from the scan. You can edit
the files and paths in the list by selecting the file or path and clicking Edit. If you specify a
file or path in the Files and paths to include in collection field, the scan is limited to just
that file or path. If a file or path is specified in the Files and paths to exclude from collection field, all files and paths are searched except the specified file or path. Paths
specified in the Software Applications panel are also skipped.
novdocx (en) 16 April 2010
NOTE: If you are specifying a path, you must include a trailing backslash (\). For
example, if you want to include all
.exe
files in the
8 In the Advanced panel, configure diagnostic settings.
WARNING: These options are intended for advanced diagnostics. Use them only under the
guidance of a Novell Support representative.
1 In ZENworks Control Center, click the Devices tab, then click the Managed tab.
2 Click Details next to the folder containing the devices you want to configure a scan for.
3 Click the Settings tab.
4 In the Settings panel, click Inventory.
5 In the Catalog list, click Inventory.
6 In the Inventory panel, click Override settings.
This overrides the Management Zone settings for these devices.
7 In the Scan Now panel, configure how to run an on-demand inventory scan by using a Quick
Task, device task, or by using the ZENworks Icon menu.
For more information on running an on-demand inventory scan, see Section 2.3, “Running an
Inventory Scan,” on page 45.
novdocx (en) 16 April 2010
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data. For more information, see Chapter 4,
“Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
User Can Initiate Scan: Select this option if you want to allow the workstation user to initiate
a scan by using the ZENworks Icon.
8 In the First Scan panel, configure how you want to run an initial inventory scan on a device.
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Scanning Managed Devices17
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data. For more information, see Chapter 4,
“Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
9 In the Recurring Scan panel, configure how you want to run scans based on a schedule.
novdocx (en) 16 April 2010
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data, when a scan is initiated. For more
information, see Chapter 4, “Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
10 In the Software Applications panel, configure which directories to skip.
Skipping directories is useful in limiting the scope of the scan. The directories in the list are
skipped.
To add a directory, specify a directory in the Skip Directories field, then click Add.
To edit an existing directory, select the directory, click Edit, edit the directory, then click
OK.
To delete an existing directory, select the directory, then click Remove.
11 In the Software Files panel, configure which types of files to scan for.
novdocx (en) 16 April 2010
Software applications discovered in an inventory scan are identified by specific files associated
with the product. These identifications are kept in the ZENworks Knowledgebase. To identify
products that aren’t in the knowledgebase, you can search for files that are associated with an
unrecognized product and use the file information to create a new product identification called
a Local Software Product. This Local Software Product information can then be merged with
the knowledgebase so that these new products are recognized in subsequent scans. For more
information, see Chapter 6, “Creating Local Software Products,” on page 103. To configure the
file types, do the following:
To search for files with an
To search for files with a different extension, specify the extension in the Additional
Extensions field. Separate each extension with a + sign, for example,
To scan for particular file types, select from the following:
System: Select this option to search for system files. This category is selected by
.exe
extension, select the Collect .EXE Files option.
com+dll
.
default.
Ancillary Application: Select this option to search for files that are ancillary to, or
associated with, a product that is recognized by the ZENworks Knowledgebase. This
option is useful to create a comprehensive scan. This category is selected by default.
Other: Select this option to search for all other files. This category is selected by
default.
To include directories with products that are recognized by the ZENworks
Knowledgebase, select Include directories with recognized products. This is useful to
create a comprehensive scan.
To limit the scope of the scan by including and excluding files and paths, configure which
files and paths to include or exclude from the collection by using Add and Remove to
specify which files and paths you want to include and exclude from the scan. You can edit
the files and paths in the list by selecting the file or path and clicking Edit. If you specify a
Scanning Managed Devices19
file or path in the Files and paths to include in collection field, the scan is limited to just
that file or path. If a file or path is specified in the Files and paths to exclude from collection field, all files and paths are searched except the specified file or path. Paths
specified in the Software Applications panel are also skipped.
NOTE: If you are specifying a path, you must include a trailing backslash (\). For
example, if you want to include all
.exe
files in the
dir
directory, type
C:\dir\
12 In the Advanced panel, configure diagnostic settings.
WARNING: These options are intended for advanced diagnostics. Use them only under the
guidance of a Novell Support representative.
novdocx (en) 16 April 2010
.
13 Click Apply or OK.
2.1.3 Configuring a Scan for a Device
1 In ZENworks Control Center, click Devices, then click the Managed tab.
2 Click the folder containing the device you want to configure a scan for.
3 Click the device.
4 Click the Settings tab.
5 In the Settings panel, click Inventory.
6 In the Catalog list, click Inventory.
7 In the Inventory panel, click Override settings.
This overrides the Management Zone and folder settings for this device.
8 In the Scan Now panel, configure how to run an on-demand inventory scan by using a Quick
Task or by using the ZENworks Icon menu. For more information on running an on-demand
inventory scan, see Section 2.3, “Running an Inventory Scan,” on page 45.
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data. For more information, see Chapter 4,
“Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
User Can Initiate Scan: Select this option if you want to allow the workstation user to initiate
a scan by using the ZENworks Icon.
9 In the First Scan panel, configure how you want to run an initial inventory scan on a device.
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
novdocx (en) 16 April 2010
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data, when a scan is initiated. For more
information, see Chapter 4, “Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
10 In the Recurring Scan panel, configure how you want to run scans based on a schedule.
Collect Software Applications: Select this option if you want to scan for software
applications. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that aren’t recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Hardware: Select this option if you want to scan for hardware data. This setting is
selected by default.
Scanning Managed Devices21
Launch Collection Data Form: Select this option if you want to send out the Collection Data
Form, which is used to collect demographic data. For more information, see Chapter 4,
“Scanning Demographic Data,” on page 63.
Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
11 In the Software Applications panel, configure which directories to skip.
novdocx (en) 16 April 2010
Skipping directories is useful in limiting the scope of the scan. The directories in the list are
skipped.
To add a directory, specify a directory in the Skip Directories field, then click Add.
To edit an existing directory, select the directory, click Edit, edit the directory, then click
OK.
To delete an existing directory, select the directory, then click Remove.
12 In the Software Files panel, configure which types of files to scan for.
Software applications discovered in an inventory scan are identified by specific files associated
with the product. These identifications are kept in the ZENworks Knowledgebase. To identify
products that aren’t in the knowledgebase, you can search for files that are associated with an
unrecognized product and use the file information to create a new product identification called
a Local Software Product. This Local Software Product information can then be merged with
the knowledgebase so that these new products are recognized in subsequent scans. For more
information, see Chapter 6, “Creating Local Software Products,” on page 103. To configure the
file types, do the following:
To search for files with an
To search for files with a different extension, specify the extension in the Additional
Extensions field. Separate each extension with a + sign, for example,
To scan for particular file types, select from the following:
System: Select this option to search for system files. This category is selected by
.exe
extension, select the Collect .EXE Files option.
com+dll
.
default.
Ancillary Application: Select this option to search for files that are ancillary to, or
associated with, a product that is recognized by the ZENworks Knowledgebase. This
option is useful to create a comprehensive scan. This category is selected by default.
Other: Select this option to search for all other files. This category is selected by
default.
To include directories with products that are recognized by the ZENworks
Knowledgebase, select Include directories with recognized products. This is useful to
create a comprehensive scan.
To limit the scope of the scan by including and excluding files and paths, configure which
files and paths to include or exclude from the collection by using Add and Remove to
specify which files and paths you want to include and exclude from the scan. You can edit
the files and paths in the list by selecting the file or path and clicking Edit. If you specify a
file or path in the Files and paths to include in collection field, the scan is limited to just
that file or path. If a file or path is specified in the Files and paths to exclude from collection field, all files and paths are searched except the specified file or path. Paths
specified in the Software Applications panel are also skipped.
novdocx (en) 16 April 2010
NOTE: If you are specifying a path, you must include a trailing backslash (\). For
example, if you want to include all
.exe
files in the
dir
directory, type
C:\dir\
.
13 In the Advanced panel, configure diagnostic settings.
WARNING: These options are intended for advanced diagnostics. Use them only under the
guidance of a Novell Support representative.
14 Click Apply or OK.
2.2 Scheduling an Inventory Scan
This section shows you how to schedule an inventory scan. By default, the inventory schedule is
already configured.
Scanning Managed Devices23
You can define the scan schedule settings at three levels:
Management Zone: The settings are inherited by all device folders and devices. To schedule a
scan for the Management Zone, see Section 2.2.1, “Configuring an Inventory Scan Schedule
for the Management Zone,” on page 24.
Device Folder: The settings are inherited by all devices contained within the folder or its
subfolders. Overrides the Management Zone settings. To schedule a scan for devices in a
folder, see Section 2.1.2, “Configuring a Scan for Devices in a Folder,” on page 17.
Device: The settings apply only to the device for which they are configured. Overrides the
settings at the Management Zone level and device folder level. To schedule a scan for a device,
see Section 2.2.3, “Configuring an Inventory Scan Schedule for a Device,” on page 38.
2.2.1 Configuring an Inventory Scan Schedule for the
Management Zone
1 In ZENworks Control Center, click Configuration, then in the Management Zone Settings
panel, click Inventory.
2 Click Inventory Schedule in the category list.
novdocx (en) 16 April 2010
3 In the Schedule Type field, select what type of schedule you want to use.
No Schedule: No scan is scheduled. See “No Schedule” on page 24.
Date Specific: Scans run on specified dates. See “Date Specific” on page 24.
Recurring: Scans run on a recurring schedule. See “Recurring” on page 25.
Event: Scans are triggered by an event. See “Event” on page 31.
No Schedule
1 Select No Schedule in the Schedule Type field.
2 Click Apply or OK.
No automatic scans are configured.
Date Specific
1 Select Date Specific in the Schedule Type field.
7 (Optional) Select Use Coordinated Universal Time (UTC).
8 (Optional) If you want to restrict the scan to a certain date range, select Restrict schedule
execution to the following date range, then specify an end date and end time.
9 Click Apply or OK.
NOTE: Ensure that the Collection Roll-Up Schedule is more frequent than the scan interval if
the Satellite with Collection role is configured in the Management Zone.
Event
1 Select Event in the Schedule Type field.
novdocx (en) 16 April 2010
2 Select an event.
User login
User logout
Device boot
Device shutdown
On device lock
On device unlock
ZENworks - Login
ZENworks - Logout
Device connecting to network (Windows* only)
3 Click Apply or OK.
A scan is made following the selected event.
2.2.2 Configuring an Inventory Scan Schedule for Devices in a
Folder
1 In ZENworks Control Center, click Devices, then click the Managed tab.
2 Click Details next to the folder containing the devices you want to configure an inventory scan
schedule for.
3 Click the Settings tab.
4 In the Settings panel, click Inventory.
Scanning Managed Devices31
5 In the Settings list, click Inventory Schedule.
6 In the Inventory Schedule panel, click Override settings.
This overrides the Management Zone settings for these devices.
7 In the Schedule Type field, select the type of schedule you want to use.
No Schedule: No scan is scheduled. See “No Schedule” on page 39.
Date Specific: Scans run on specified dates. See “Date Specific” on page 39.
Recurring: Scans run on a recurring schedule. See “Recurring” on page 40.
Event: Scans are triggered by an event. See “Event” on page 45.
No Schedule
1 Select No Schedule in the Schedule Type field.
novdocx (en) 16 April 2010
2 Click Apply or OK.
No automatic scans are configured.
Date Specific
1 Select Date Specific in the Schedule Type field.
2 Click the + icon to the right of the Start Date(s) field to open a calendar, then select a date. To
select more than one date, click the + icon again. Click the - icon to delete a selected date.
7 (Optional) Select Use Coordinated Universal Time (UTC).
8 (Optional) If you want to restrict the scan to a certain date range, select Restrict schedule
execution to the following date range, then specify an end date and end time.
9 Click Apply or OK.
Event
1 Select Event in the Schedule Type field.
novdocx (en) 16 April 2010
2 Select an event.
User login
User logout
Device boot
Device shutdown
On device lock
On device unlock
ZENworks - Login
ZENworks - Logout
Device connecting to network (Windows only)
3 Click Apply or OK.
A scan is made following the selected event.
2.3 Running an Inventory Scan
You can run a scan four different ways:
Using a device Quick Task
Using a device task
Using the ZENworks Icon menu (this runs a scan of the local machine only)
Using a schedule
To run an inventory scan using a Quick Task:
1 In ZENworks Control Center, click Devices, then click the Managed tab.
Scanning Managed Devices45
2 Click the folder with the desired device(s) and select one or more devices that you want to
inventory.
3 Click Quick Tasks > Inventory Scan.
A Quick Task Status dialog box appears, showing the progress of the scan.
To run an inventory scan using a device task:
novdocx (en) 16 April 2010
1 In ZENworks Control Center, click Devices, then click the Managed tab.
2 Open the folder with the desired device and click the device.
3 In the device tasks panel, click Server Inventory Scan if it’s a server; click Workstation
Inventory Scan if it’s a workstation.
To run an inventory scan using the ZENWorks Icon menu:
NOTE: This feature is only available if the User Can Initiate Scan option is selected on the
Inventory configuration page. For more information, see Section 2.1, “Configuring an Inventory
Scan,” on page 13.
1 Right-click the ZENworks Icon and select Show Properties.
4 (Optional) Click Refresh Page to update scan times.
To run an inventory scan by using a schedule, see Section 2.2, “Scheduling an Inventory Scan,” on
page 23.
2.4 Viewing an Inventory Report for a Managed
Device
A device’s inventory includes information on hardware, software, and demographic data, which is
gathered in an inventory scan. You can view this report through ZENworks Control Center or by
using the ZENworks Icon menu.
To view a managed device’s inventory using ZENworks Control Center:
1 In ZENworks Control Center, click Devices.
2 Click the Managed tab.
3 Click the folder containing the device you want to view the inventory for.
4 Click the desired device.
5 Click the Inventory tab.
The Summary panel shows basic inventory information.
Scanning Managed Devices47
6 Click Detailed Hardware/Software Inventory for a complete inventory report.
This report shows detailed information about the device, including demographic data, hardware
information, and software. From this page, you can click the various links to get more detailed
information. You can export the report to Excel*, CSV, or PDF formats. You can also edit
selected data. For more information, see Section 2.5, “Editing a Managed Device’s Inventory
Data,” on page 49.
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To view a managed device’s inventory using the ZENworks Icon menu:
1 Right-click the ZENworks icon and select Show Properties.
An inventory only scan allows you to scan devices in the zone that don’t have the ZENworks®
Adaptive Agent installed but do have the Inventory Only Module installed. For information on
installing the Inventory Only Module, see the ZENworks 10 Configuration Management Discovery,
Deployment, and Retirement Reference.
The following sections provide information on inventory only scans:
Section 3.1, “Configuring an Inventory Only Scan,” on page 51
Section 3.2, “Scheduling an Inventory Only Scan,” on page 54
Section 3.3, “Viewing an Inventory Report for an Inventory Only Device,” on page 58
Section 3.4, “Editing the Demographic Data of an Inventory Only Device,” on page 58
Section 3.5, “Enabling Reconciliation,” on page 59
Section 3.6, “Using the Portable Collector,” on page 60
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3
3.1 Configuring an Inventory Only Scan
An inventory only scan allows you to collect data from devices in the Management Zone that only
have the Inventory Only Module installed. By default, the inventory settings are preconfigured.
To configure an inventory only scan:
1 Click Configuration, then in the Management Zone Settings panel, click Inventory.
2 Click Inventory Only in the category list.
3 In the Server Refresh Interval panel, set the interval time in days, hours, and minutes.
The server handles requests from devices that have the Inventory Only Module installed,
providing files for the settings, scan schedule, and so on. The interval setting determines how
often the server evaluates the next scan schedule and when to obtain other settings. The server
needs to poll the database at frequent intervals to pass on any changes that affect the devices.
The refresh interval should be set so that refreshes occur more frequently than scans. The
default is 15 minutes.
NOTE: Ensure that the time interval of the Collection Server sending over data to the Primary
server is lesser than the time interval of the managed devices sending over data to the
Collection Server. For example, if Managed device M1 sends data to Collection Server every
12 minutes, configure the Collection Server to send data to the Primary server every 8 minutes.
4 In the Device Refresh Interval panel, set the interval time in days, hours, and minutes.
Scanning Inventory Only Devices
51
The Device Refresh Interval determines when the device checks the server for a change in
settings, the schedule for the next scan, the ZENworks Knowledgebase for inventory, and new
agent executables.
The refresh interval should be set so that refreshes occur more frequently than scans and less
frequently than server refreshes. The default is 12 hours.
5 In the Scan panel, configure how you want to run the scan.
Collect Software Applications: Select this option if you want to scan for software
applications installed on the device. This setting is selected by default.
Collect Software File Information: Select this option if you want to scan for software file
information that can be used to identify software products that are not recognized by the
ZENworks Knowledgebase. If you plan to create Local Software Products and add them to the
knowledgebase, this option must be selected. For more information, see Chapter 6, “Creating
Local Software Products,” on page 103.
Collect Demographic Data: Select this option to gather demographic data from an
inventoried-only device. This data is gathered from a file on the local machine. For more
information, see Section 4.6, “Scanning Demographic Data on an Inventory Only Device,” on
page 92.
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Run DMTF Translator: Select this option if you want to run the DMTF (Desktop
Management Task Force) Translator. The DMTF translator converts the inventory data to
formats that can be used by other tools and puts it on the local machine.
6 In the Software Applications panel, configure which directories to skip.
Skipping directories is useful in limiting the scope of the scan. The directories in the list are
skipped.
To add a directory, specify a directory in the Skip Directories field, then click Add.
To edit an existing directory, select the directory, click Edit, edit the directory, then click
OK.
To delete an existing directory, select the directory and click Remove.
7 In the Software Files panel, configure which types of files to scan for.
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Software applications discovered in an inventory scan are identified by specific files associated
with the product. These identifications are kept in the ZENworks Knowledgebase. To identify
products that aren’t in the knowledgebase, you can search for files that are associated with an
unrecognized product and use the file information to create a new product identification called
a Local Software Product. This Local Software Product information can then be merged with
the knowledgebase so that these new products are recognized in subsequent scans. For more
information, see Chapter 6, “Creating Local Software Products,” on page 103. To configure the
file types, do the following:
To search for files with an
To search for files with a different extension, specify the extension in the Additional
Extensions field. Separate each extension with a + sign, for example,
To scan for particular file types, select from the following:
System: Select this option to search for system files. This category is selected by
.exe
extension, select the Collect .EXE Files option.
com+dll
.
default.
Ancillary Application: Select this option to search for files that are ancillary to, or
associated with, a product that is recognized by the ZENworks Knowledgebase. This
option is useful to create a comprehensive scan. This category is selected by default.
Other: Select this option to search for all other files. This category is selected by
default.
To include directories with products that are recognized by the ZENworks
Knowledgebase, select Include directories with recognized products. This is useful to
create a comprehensive scan.
To limit the scope of the scan by including and excluding files and paths, configure which
files and paths to include or exclude from the collection by using Add and Remove to
specify which files and paths you want to include and exclude from the scan. You can edit
the files and paths in the list by selecting the file or path and clicking Edit. If you specify a
file or path in the Files and paths to include in collection field, the scan is limited to just
Scanning Inventory Only Devices53
that file or path. If a file or path is specified in the Files and paths to exclude from
collection field, all files and paths are searched except the specified file or path. Paths specified in the Software Applications panel are also skipped.
NOTE: If you are specifying a path, you must include a trailing backslash (\). For
example, if you want to include all
8 In the Advanced panel, configure diagnostic settings.
WARNING: These options are intended for advanced diagnostics. Use them only under the
guidance of a Novell Support representative.
9 In the Collection Servers panel, use the Move Up and Move Down buttons to arrange the
collection servers.
.exe
files in the
dir
directory, type
C:\dir\
.
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This arrangement determines the order in which the collection servers receive the inventory
data.
10 Click Apply or OK.
3.2 Scheduling an Inventory Only Scan
This section shows you how to schedule an inventory scan for an inventory only device. By default,
the inventory schedule is already configured.
Unlike scans for managed devices, you can only define an inventory only scan for the entire
Management Zone. In addition, you can run a scan only by using a schedule.
3.2.1 To Configure an Inventory Only Scan Schedule
1 In ZENworks Control Center, click Configuration, then in the Management Zone Settings
panel, click Inventory.
2 Click Inventory Only Schedule in the category list.
3 In the Schedule Type field, select what type of schedule you want to use.
No Schedule: No scan is scheduled. See “No Schedule” on page 55.
Date Specific: Scans run on specified dates. See “Date Specific” on page 55.
Recurring: Scans run on a recurring schedule. See “Recurring” on page 55.
3 Select either Day of the month and specify a number between 1 and 31, Last day of the month,
or select the configurable field where you can choose a combination of days of the month for a
recurring scan.
4 In the Start Time field, specify the time you want the scan to start.
5 Click Apply or OK.
To run a scan at a fixed interval:
1 Select Recurring in the Schedule Type field.
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2 Select Fixed Interval.
3 Specify the number of months, weeks, days, hours, and minutes in their respective fields.
4 Specify a start date by clicking the calendar icon and selecting a date.
5 In the Start Time field, specify the time you want the scan to start.
6 Click Apply or OK.
Scanning Inventory Only Devices57
NOTE: Ensure that the Collection Roll-Up Schedule is more frequent than the scan interval if
the Satellite with Collection role is configured in the Management Zone.
3.3 Viewing an Inventory Report for an Inventory
Only Device
A device’s inventory includes information on hardware, software, and demographic data, which is
gathered in an inventory scan.
To view an inventoried-only device’s inventory:
1 In ZENworks Control Center, click Devices.
2 Click the Inventoried tab.
3 Click the folder containing the device you want to view the inventory of.
4 Click the desired device.
The Inventory panel shows basic inventory information.
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5 Click Detailed Hardware/Software Inventory for a complete inventory report.
This report shows detailed information about the device, including demographic data, hardware
information, and software. From this page, you can click the various links to get more detailed
information. You can export the report to Excel, CSV, or PDF formats. You can also edit
demographic data. For more information, see Section 2.5, “Editing a Managed Device’s
Inventory Data,” on page 49.
3.4 Editing the Demographic Data of an
Inventory Only Device
To add or edit demographic data in a report:
1 Open the Detailed Hardware/Software Inventory report as shown in Section 2.4, “Viewing an
Inventory Report for a Managed Device,” on page 47.
3 Add or edit information on the Edit Workstation page.
User: Basic information about the user, including name, phone, and so on.
Reference: Inventory type, serial number, and asset tag. These values cannot be changed.
Wor kst ati on: Basic information about the workstation, including site, department, and so on.
Click the icon on the right to create a list of responses. Click the calendar icon next to the Lease
Expiration Date field to choose a date.
4 Click Submit.
The data is added to the inventory report.
3.5 Enabling Reconciliation
Inventory Only Reconciliation allows you to control whether and how new workstations are
reconciled to avoid the possibility of duplicates in the database. When a scan is made of a
workstation that is new to the Management Zone, it is assigned an identifier. If the identifier is lost,
such as by a disk crash, it is assigned a new identifier during the next scan. Reconciliation allows
you to check whether the workstation is already in the database. If it is, the identifier in the database
is changed to match the new identifier.
You can use any or all of the following device attributes to identify a workstation for possible
reconciliation:
Serial Number
MAC Address
Machine Name
To enable inventory only reconciliation:
1 In ZENworks Control Center, click the Configuration tab.
2 In the Management Zone Settings panel, click Inventory.
3 In the Category list, click Inventory Only Reconciliation.
Scanning Inventory Only Devices59
4 In the Auto-Reconcile Settings panel, select which device attributes you want to use for
reconciliation.
Serial Number
Mac Address
Machine Name
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5 Select Enable Differentiation to differentiate between workstations with the same identifier.
6 Click Apply or OK.
3.6 Using the Portable Collector
The Portable Collector is a standalone application that is used to inventory devices that rarely
connect to the server or devices that do not have the ZENworks Adaptive Agent installed. This data
can then be imported into the Inventoried device list. When the data is imported, you can view and
edit it just as you would an inventoried device. The Portable Collector can be run on Windows and
OSX devices. The procedure is as follows:
1. Create the Portable Collector.
2. Run the Portable Collector on a device.
3. Copy the inventory data to a portable media.
4. Upload the inventory data into ZENworks Control Center.
For more information, see the following:
Section 3.6.1, “Creating the Portable Collector for a Windows Device,” on page 60
Section 3.6.2, “Running the Portable Collector on a Windows Device,” on page 61
Section 3.6.3, “Running the Portable Collector on an OSX Device,” on page 61
Section 3.6.4, “Importing Data Gathered with the Portable Collector,” on page 62
3.6.1 Creating the Portable Collector for a Windows Device
The Inventory Only scan settings are used when you create the Portable Collector. If you want
the Portable Collector to scan for software files, for example, that option must be selected on
the Inventory Only configuration page. For information on configuring an Inventory Only scan,
see Section 3.1, “Configuring an Inventory Only Scan,” on page 51.
2 Click Devices.
3 In the Device Tasks list, click Create Portable Client.
4 Save the file to disk.
5 Uncompress the file and continue with Section 3.6.2, “Running the Portable Collector on a
Windows Device,” on page 61.
3.6.2 Running the Portable Collector on a Windows Device
1 Create the Portable Collector as shown in Section 3.6.1, “Creating the Portable Collector for a
Windows Device,” on page 60.
2 Copy the Portable Collector files to a removable media, such as a CD or flash drive.
3 Take the Portable Collector to the device you want to inventory, then run
collect.bat
.
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/?
To see the available switches, type
on the command line.
4 Copy the inventory data files onto a removable media, then take it to a device connected to
ZENworks Control Center.
5 Continue with Section 3.6.4, “Importing Data Gathered with the Portable Collector,” on
page 62.
3.6.3 Running the Portable Collector on an OSX Device
1 Navigate to https://ZENworks_Server_ID/zenworks-setup/ (where ZENworks_Server_ID is the
DNS name or IP address of a Primary Server).
2 Click Inventory Tools.
3 Click osxportable.dmg to download it to the desktop.
4 Uncompress
5 Create a temporary folder to run the portable scan from.
6 Copy the contents of
temporary folder.
7 Close (eject) the osxportable image.
8 Open a terminal window.
You must be a user with administrative privileges.
The WIF file (<xxx>.xml) will be written there. This file contains the device’s inventory data. It
will be convenient for the output directory to be accessible by a Windows device. Or you can
copy the file and put it on a device connected to the ZENworks Control Center.
10 When the scan finishes, remove the temporary directory you created in Step 5 and the file
osxportable.dmg
that you downloaded in Step 3.
Scanning Inventory Only Devices61
11 Import the file into ZENworks Control Center as shown in Section 3.6.4, “Importing Data
Gathered with the Portable Collector,” on page 62.
12 Remove the inventory data file.
3.6.4 Importing Data Gathered with the Portable Collector
1 In ZENworks Control Center, click Devices.
2 In the Device Tasks list, click Import Inventory.
3 In the File Path for inventory scan file field, specify the filename of the inventoried data, or
click Browse to search.
4 Click OK.
The inventoried device appears in the device lists in Devices > Inventoried, where you can
click the device name and see the inventory data.
Inventory scans include demographic data that is gathered from workstation users through the use of
the Collection Data Form. The Collection Data Form can be sent to a workstation user’s computer
with a prompt to fill out the data fields on the form. This data is then added to the inventory report
for that workstation. This section includes the following topics:
Section 4.1, “Configuring the Collection Data Form,” on page 63
Section 4.2, “Deploying the Collection Data Form,” on page 68
Section 4.3, “Scheduling the Deployment of the Collection Data Form,” on page 69
Section 4.4, “Deploying the Data Collection Form Using a Quick Task,” on page 90
Section 4.5, “Deploying the Data Collection Form Using a Device Task,” on page 91
Section 4.6, “Scanning Demographic Data on an Inventory Only Device,” on page 92
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4
4.1 Configuring the Collection Data Form
When you configure the Collection Data Form, you are selecting what information you want to
gather from the workstation user. The Collection Data Form is not configured by default. It must be
configured before it can be deployed.
You can define the Collection Data Form at three levels:
Management Zone: The settings are inherited by all device folders and devices. To configure
the Collection Data Form for the Management Zone, see Section 4.1.1, “Configuring the
Collection Data Form for the Management Zone,” on page 64.
Device Folder: The settings are inherited by all devices in the folder. Overrides the settings at
the Management Zone level. To configure the Collection Data Form for a folder, see
Section 4.1.2, “Configuring the Collection Data Form for Devices in a Folder,” on page 65.
Device: The settings apply only to the device for which they are configured. Overrides the
settings at the folder and Management Zone levels. To configure the Collection Data Form at
the device level, see Section 4.1.3, “Configuring the Collection Data Form for a Device,” on
page 67.
NOTE: If you are configuring the Collection Data Form settings on a device, you need to click
Override Settings before you can change the system settings.
After it is configured and deployed, the Collection Data Form appears on the desktop of a managed
device and prompts the workstation user to respond to a list of predefined questions.
For more information, see the following topics:
Section 4.1.1, “Configuring the Collection Data Form for the Management Zone,” on page 64
Section 4.1.2, “Configuring the Collection Data Form for Devices in a Folder,” on page 65
Section 4.1.3, “Configuring the Collection Data Form for a Device,” on page 67
Scanning Demographic Data
63
4.1.1 Configuring the Collection Data Form for the
Management Zone
1 In ZENworks Control Center, click Configuration.
2 In the Management Zone Settings panel, click Inventory.
3 In the Category list, click Collection Data Form.
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4 Specify any explanatory text for the workstation user in the Introductory Text field.
5 (Optional) If you want the Collection Data Form to be available to the workstation user to run
at anytime, select Show in ZENworks Icon Menu.
This allows the workstation user to open the form by using the ZENworks Icon, and edit it as
desired.
6 (Optional) Select Show Cancel button on form if you want to allow the workstation user to opt
out of the process.
7 (Optional) Select Invisible mode for autofill only to populate the form with the autofill data.
The form is hidden from the workstation user.
8 Select the data you want to gather, and configure how the workstation user can respond:
Label: Displays the name of the data you’re collecting, such as First Name.
Data Type: Specifies the data type: character, integer, decimal, or date.
Display: Displays the specified field on the Collection Data Form that is sent to the
workstation user.
Editable: Enables the user to enter or edit a response in the specified field rather than being
forced to accept the default value.
Required: Makes the response required. If a field is required, workstation users cannot submit
the form until they enter the required data.
Autofill: Shows whether Autofill is on or off. Click No (or Yes , as appropriate) to open the
Autofill dialog box, where you can specify a registry key or environment variable to populate
the Collection Data Form field with the data that the registry key or variable points to, such as
Default: Specify any value you want to use as a default value.
Choice List: If there is more than one possible response, click Edit and specify the available
responses. You can also choose to allow the workstation user to create entries by selecting
Allow user created entries.
Edit Mask: Allows you to restrict how a user enters a response by selecting a format from the
list in the Edit Mask field. The choices are phone, time, and currency.
Instructions: Add any instructions for the workstation user.
9 Click Apply or OK, or click Reset to revert to previous settings.
NOTE: You can also create custom fields, called administrator-defined fields, to gather additional
data. For more information, see Chapter 7, “Using Administrator-Defined Fields,” on page 111.
WinDir
for this environment variable.
for this registry
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4.1.2 Configuring the Collection Data Form for Devices in a
Folder
1 In ZENworks Control Center, click Devices.
2 In the Devices panel, click Details next to the folder whose devices you want to configure.
3 Click the Settings tab.
4 In the Settings panel, click Inventory.
5 In the Category panel, click Collection Data Form.
Scanning Demographic Data65
novdocx (en) 16 April 2010
6 Click Override settings.
This overrides the Management Zone settings for these devices.
7 Specify any explanatory text for the workstation user in the Introductory Text field.
8 (Optional) If you want the Collection Data Form to be available to the workstation user to run
at anytime, select Show in ZENworks Icon Menu.
This allows the workstation user to open the form by using the ZENworks Icon, and edit it as
desired.
9 (Optional) Select Show Cancel button on form if you want to allow the workstation user to opt
out of the process.
10 (Optional) Select Invisible mode for autofill only to populate the form with the autofill data.
The form is hidden from the workstation user.
11 Select the data you want to gather and configure how the workstation user can respond:
Label: Displays the name of the data you’re collecting, such as First Name.
Data Type: Specifies the data type: character, integer, decimal, or date.
Display: Displays the specified field on the Collection Data Form that is sent to the
workstation user.
Editable: Enables the user to enter or edit a response in the specified field rather than being
forced to accept the default value.
Required: Makes the response required. If a field is required, workstation users cannot submit
the form until they enter the required data.
Autofill: Shows whether Autofill is on or off. Click No to open the Autofill dialog box, where
you can specify a registry key or environment variable to populate the Collection Data Form
field with the data that the registry key or variable points to, such as
Default: Specify any value you want to use as a default value.
Choice List: If there is more than one possible response, click Edit and specify the available
responses. You can also choose to allow the workstation user to create entries by selecting
Allow user created entries.
Edit Mask: Allows you to restrict how a user enters a response by selecting a format from the
list in the Edit Mask field. The choices are phone, time, and currency.
Instructions: Add any instructions for the workstation user.
12 Click Apply or OK, or click Reset to revert to previous settings.
NOTE: You can also create custom fields, called administrator-defined fields, to gather additional
data. For more information, see Chapter 7, “Using Administrator-Defined Fields,” on page 111.
4.1.3 Configuring the Collection Data Form for a Device
1 In ZENworks Control Center, click Devices.
2 Click the Managed tab.
3 Click the folder that contains the device you want to configure.
4 Click the device.
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5 Click the Settings tab.
6 In the Settings panel, click Inventory.
7 In the Catalog panel, click Collection Data Form.
8 Click Override settings.
This overrides the Management Zone and folder settings for this device.
Scanning Demographic Data67
9 Specify any explanatory text for the workstation user in the Introductory Text field.
10 (Optional) If you want the Collection Data Form to be available to the workstation user at all
times, select Show in ZENworks Icon Menu.
This allows the workstation user to open the form by using the ZENworks Icon, and edit it as
desired.
11 (Optional) Select Show Cancel button on form if you want to allow the workstation user to opt
out of the process.
12 (Optional) Select Invisible mode for autofill only to populate the form with the autofill data.
The form is hidden from the workstation user.
13 Select the data you want to gather, and configure how the workstation user can respond.
Label: Displays the name of the data you’re collecting, such as First Name.
Data Type: Specifies the data type: character, integer, decimal, or date.
Display: Displays the specified field on the Collection Data Form that is sent to the
workstation user.
Editable: Enables the user to enter or edit a response in the specified field rather than being
forced to accept the default value.
Required: Makes the response required. If a field is required, workstation users cannot submit
the form until they enter the required data.
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Autofill: Shows whether Autofill is on or off. Click No to open the Autofill dialog box, where
you can specify a registry key or environment variable to populate the Collection Data Form
field with the data that the registry key or variable points to, such as
Default: Specify any value you want to use as a default value.
Choice List: If there is more than one possible response, click Edit and specify the available
responses. You can also choose to allow the workstation user to create entries by selecting
Allow user created entries.
Edit Mask: Allows you to restrict how a user enters a response by selecting a format from the
list in the Edit Mask field. The choices are phone, time, and currency.
Instructions: Add any instructions for the workstation user.
14 Click Apply or OK, or click Reset to revert to previous settings.
NOTE: You can also create custom fields, called administrator-defined fields, to gather additional
data. For more information, see Chapter 7, “Using Administrator-Defined Fields,” on page 111.
4.2 Deploying the Collection Data Form
There are four ways you can deploy the Collection Data Form to a workstation:
Collection Data Form Schedule: Using the Collection Data Form schedule deploys the form
to all the workstations in the Management Zone. For more information, see Section 4.3,
“Scheduling the Deployment of the Collection Data Form,” on page 69.
Device Quick Task: Using a device Quick Task deploys the Data Collection Form to one or
more workstation in a folder. For more information, see Section 4.4, “Deploying the Data
Device Task: Using a device task deploys the Data Collection Form to a specified workstation.
For more information, see Section 4.5, “Deploying the Data Collection Form Using a Device
Task,” on page 91.
Scheduled as part of an inventory scan: Using the inventory scan schedule deploys the
Collection Data Form to all the workstations in the Management Zone. For more information,
see Section 2.1, “Configuring an Inventory Scan,” on page 13.
4.3 Scheduling the Deployment of the Collection
Data Form
NOTE: If you selected Show in ZEN Icon Menu on the Collection Data Form configuration page,
the Collection Data Form is always available to the workstation user to run at anytime. For more
information, see Section 4.1, “Configuring the Collection Data Form,” on page 63.
You can define the schedule at three levels:
Management Zone: The settings are inherited by all device folders and devices. To schedule
the deployment of the Data Collection Form for the Management Zone, see Section 4.3.1,
“Scheduling the Deployment of the Collection Data Form for the Management Zone,” on
page 69.
Device Folder: The settings are inherited by all devices in the folder. Overrides the settings at
the Management Zone level. To schedule the deployment of the Data Collection Form for a
device folder, see Section 4.3.2, “Scheduling the Deployment of the Collection Data Form for
Devices in a Folder,” on page 76.
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Device: The settings apply only to the device for which they are configured. Overrides the
settings at the Management Zone level. To schedule the deployment of the Data Collection
Form for a device, see Section 4.3.3, “Scheduling the Deployment of the Collection Data Form
for a Device,” on page 83.
4.3.1 Scheduling the Deployment of the Collection Data Form
for the Management Zone
1 In ZENworks Control Center, click Configuration.
2 In the Management Zone Settings panel, click Inventory > Collection Data Form Schedule.
3 In the Schedule Type field, select the type of schedule you want to use to send out the
Collection Data Form. You can select from the following options:
No Schedule: No deployment is scheduled. See “No Schedule” on page 69.
Date Specific: The Collection Data Form is deployed on specified dates. See “Date Specific”
on page 70.
Recurring: The Collection Data Form is deployed on a recurring schedule. See “Recurring” on
page 70.
Event: Deployment is triggered by an event. See “Event” on page 76.
No Schedule
1 Select No Schedule in the Schedule Type field.
Scanning Demographic Data69
2 Click Apply or OK.
The Collection Data Form is not scheduled to deploy.
Date Specific
To deploy the Collection Data Form on a specified date:
1 Select Date Specific in the Schedule Type field.
novdocx (en) 16 April 2010
2 Click the + icon to the right of the Start Date(s) field to open a calendar, then select a date. To
select more than one date, click the + icon again. Click the - icon to delete a selected date.
3 (Optional) Select Run event every year to deploy the Collection Data Form annually on the
dates you selected.
4 Select whether you want to deploy the Collection Data Form at a specified time or at a random
time between specified start and end times.
5 Specify a start time, and if you selected Start at a random time between Start Time and End
Tim e, specify an end time.
6 (Optional) Select Use Coordinated Universal Time (UTC).
7 Click Apply or OK.
Recurring
Select whether you want to deploy the Collection Data Form when a device is refreshed, on certain
days of the week, monthly, or at a fixed interval.
To deploy the Collection Data Form when a device is refreshed:
The Quick Task Status dialog box shows the progress of the deployment. When complete, the
Collection Data Form appears on the screen of the device or devices. You can stop the
deployment by selecting the workstation and clicking Stop.
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5 Click Hide to close the dialog box.
4.5 Deploying the Data Collection Form Using a
Device Task
Using a device task deploys the Collection Data Form to a specified workstation.
To deploy the Collection Data Form using a device task:
1 In ZENworks Control Center, click Devices.
2 Click the folder containing the device you want to inventory.
3 Click the device you want to inventory.
4 In the Device Tasks list, click Device Inventory Wizard.
The Quick Task Status dialog box shows the progress of the deployment. When complete, the
Collection Data Form appears on the screen of the device. You can stop the deployment by
selecting the workstation and clicking Stop.
Scanning Demographic Data91
novdocx (en) 16 April 2010
5 Click Hide to close the dialog box.
4.6 Scanning Demographic Data on an Inventory
Only Device
Inventory Only Devices don’t use the Collection Data Form to gather demographic data.
Demographic data for an Inventory Only device must be entered manually into a file named
demodata.txt
You can scan for the demographic data only on Windows, Macintosh, UNIX, and Linux.
To enable demographic data to be gathered from an Inventory Only device:
1 Create a file called
The file should reside in the following location:
For Windows,
For Macintosh,
For UNIX/Linux,
2 Enter demographic data into the file using the format shown below.
The example below shows all the fields that can be included as well as various field formats;
however, only those fields that are actually entered need to be in the file. Examples of field
formats that are shown is as follows:
and saved on the device. This data is then gathered during an inventory scan.
demodata.txt
C:\Program Files\Novell\ZENworks\bin
/usr/local/novell/zenworks/umia
/opt/novell/zenworks/umia
.
nc_user.ADF10 shows how to enter a date
nc_user.ADF11 shows how to enter a time
nc_workstation.ADF10 shows how to enter currency
nc_workstation.ASF11 shows how to enter a number (decimal or integer)
Importing demographic data is the process of automatically populating the Novell® ZENworks®
database with demographic information from Microsoft Active Directory
eDirectory
users, workstations, or other entities.
For information on the supported versions of Microsoft Active Directory and Novell eDirectory, see
“LDAP Directory Requirements” in the ZENworks 10 Configuration Management Installation
Guide.
This section includes the following topics:
Section 5.1, “Creating LDAP Import Tasks,” on page 95
Section 5.2, “Viewing or Editing LDAP Import Tasks,” on page 101
TM
. The demographic information is comprised of the inventory data associated with
TM
and Novell
5.1 Creating LDAP Import Tasks
1 In ZENworks Control Center, click Configuration > Asset Inventory.
2 In the LDAP Import Tasks panel, click New to launch the New LDAP Import Task Wizard.
Importing Demographic Data
95
3 Complete the wizard by using information from the following table to fill in the fields.
Wizard PageDetails
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Define Details pageFill in the following fields:
Name: Provide a unique name for the import task. The name
cannot include any of the following characters: / \ * ? : " ' < > | `
% ~
If you want to use numeric characters in a name, you must
include characters like _ , #, or ^ between the name and
numeric value. A numeric value cannot immediately follow an
alphabetic character. For example, if there is an existing task
name ABC, you can create a new task with a name ABC_1 but
not ABC1.
Description: Provide a short description for the import task.
This description is displayed in the LDAP Import Task Details
panel of ZENworks Control Center.
The Enter LDAP Settings page lets you identify the LDAP directory
against which you want to perform the import task.
A preconfigured LDAP source is one that has already been defined
as a user source in your Management Zone. For information on how
to create a user source, see “Adding User Sources” in the
ZENworks 10 Configuration Management System Administration
Reference.
If you want to create a new connection to the LDAP directory, see
“Enter LDAP Settings page > Specify a new LDAP source option” on
page 98.
To use an existing connection to the LDAP directory:
1. Select Search pre-configured LDAP source from the drop-
down list.
2. In the Source to Search list, select the LDAP source you want
to search.
The Source to Search list contains only the directories that
have been defined as user sources within your Management
Zone.
Importing Demographic Data97
Wizard PageDetails
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Enter LDAP Settings page >
Specify a new LDAP source
option
The Enter LDAP Settings page lets you create a new connection to
the LDAP directory to import inventory information.
A new LDAP source is one that was defined as a new source when
the import task was created.
If you want to use an existing connection, see “Enter LDAP Settings
page > Search pre-configured LDAP source option” on page 97.
To create a new connection to the LDAP directory:
1. Select Specify a new LDAP source from the drop-down list.
2. Fill in the following fields:
LDAP Server: Provide the IP address or DNS hostname of the
server that has LDAP directory installed.
LDAP Port: Select the LDAP port number. The default is
standard SSL port (636) or non-SSL port (389), depending on
whether this option is enabled or disabled. If your LDAP server
is listening on a different port, select that port number.
LDAP Root Context: Provide the root context to establish the
entry point in the directory. If you do not provide a root context,
the directory’s root container becomes the entry point.
Credentials: Provide the credentials to acquire read-only
access to the directory. You can have more than read-only
access, but read-only access is all that is required and
recommended.
When accessing eDirectory, ensure that the account has read
rights to the following:
WM:NAME DNS attributes on the workstation and server
objects
All those attributes you want to import
To add the credentials:
a. Click Add to display the Enter Credential Information
dialog box.
b. In the Typ e drop-down list, select LDAP.
c. In the Username field, specify the appropriate username.
For Novell eDirectory access, use standard LDAP
notation. For example,
cn=admin_read_only,ou=users,o=mycompany
For Microsoft Active Directory access, use standard
domain notation. For example,
AdminReadOnly@mycompany.com
d. In the Password and Reenter Password fields, specify
the user password.
e. Click OK.
3. (Optional) To save the credentials, select the Save credentials to datastore option.
The saved credentials are encrypted in the database for
increased security.
Credentials that are not saved are cleared from memory when the
ZENworks Server is restarted. If you are creating a scheduled
import task, you should save the credentials to ensure that they are
still available when the import task is performed.
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Map Fields page > Key
option
The Map Fields page displays the LDAP directory fields on the left
and ZENworks Inventory fields on the right. The ZENworks Inventory Fields list displays:
A small subset of possibly hundreds of classes defined in your
LDAP source, showing only those relevant to ZENworks Asset
Inventory.
All the Workstation and User administrator-defined fields.
The Key option lets you define a key assignment for the LDAP
Import task. You must define a key assignment for each task to
uniquely identify the mapped fields. You can define only one key for
each task.
Key is a unique value that is assigned by mapping an LDAP field to
a unique ZENworks Inventory field. When a task runs, the key field
is searched for the stored key value. If the key is unique, the data
from the specified LDAP fields is imported to the specified
ZENworks Inventory fields. If the key is not unique, only the first hit
is selected for mapping, which might result in incorrect mappings.
To define a key assignment:
1. In the LDAP Fields list, locate the field.
2. In the ZENworks Inventory Fields list, select a corresponding
key field from a similar class.
All workstation-based LDAP fields can be mapped only to the
ZENworks Inventory fields belonging to a Device class.
Similarly, all user-based LDAP fields can be mapped only to
the ZENworks Inventory fields belonging to a User class. Thus,
you need to create two independent tasks for workstation- and
user-based fields.
For example, while importing data from Active Directory, you
want to define a key for the LDAP field called name belonging
to a computer class (which is unique across the organization),
you can select the ZENworks Inventory field called Machine Name belonging to a Device class.
3. Click Key.
After you define a key, “= [LDAP Fields class] / [LDAP Fields name]” is appended to the selected ZENworks Inventory field.
For example, if you want to define the LDAP field called name
belonging to a computer class and the ZENworks Inventory
field called Machine Name belonging to a Device class as the
key fields, the Inventory Device class Machine Name field
changes to Machine Name = computer / name.
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Wizard PageDetails
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Map Fields page > Map
option
The Map option lets you map one or more LDAP directory fields to
the corresponding fields in the ZENworks Inventory database.
To map an LDAP directory field to the corresponding ZENworks
Inventory field:
1. In the LDAP Fields list, locate a field you want to map.
2. In the ZENworks Inventory Fields list, select a corresponding
field from a similar class.
All workstation-based LDAP fields can be mapped only to the
ZENworks Inventory fields belonging to a Device class.
Similarly, all user-based LDAP fields can be mapped only to
the ZENworks Inventory fields belonging to a User class. Thus,
you need to create two independent tasks for workstation- and
user-based fields.
For example, while importing data from Active Directory, you
want to map the LDAP field called displayName belonging to a
user class, you can map it to the ZENworks Inventory field
called First Name belonging to a User class.
3. Click Map.
After you map the fields, “<- [LDAP Fields class] / [LDAP Fields name]” is appended to the selected ZENworks Inventory field.
For example, if you want to map the LDAP field called
displayName belonging to a user class to the ZENworks
Inventory field called First Name belonging to a User class, the
ZENworks Inventory User class First Name field changes to
First Name <- user / displayName.
If the size of the selected LDAP field exceeds the size of the
corresponding ZENworks Inventory field, the data is truncated
to the maximum size of storage and an error message is
displayed in the Last Import Messages column. For more
information on the error, see
in
%ZENWORKS_HOME%\logs\
loader-messages.log
on Windows and in
opt/novell/log/zenworks/loader-messages.log
Linux.
4. (Optional) To map additional fields, repeat Step 1 through Step
3.
located
/var/
on
Map Fields page > Remove
option
To remove a field mapping:
1. In the ZENworks Inventory Fields list, click a mapped field that
you want to remove.
2. Click Remove.
To remove a key assignment from the selected field:
1. In the ZENworks Inventory Fields list, click a field that is
defined as a key.
2. Click Remove.
You must again define a key to uniquely identify the mapped
fields. For more information, see “Map Fields page > Key