Assets sits between your data sources and the application pipelines (SIM, MDM, OJDM, RDM, IFMP). Changes made here - exclusions, source priority, bulk edits - apply to the data every application reads, not to a single report.
| Section | Contents | Actions available |
|---|---|---|
| Hardware | Devices from every source (SCCM, SIM/MDM templates, NinjaOne, BigFix, collectors) | Device Exclusions, Source Priority, Download Template / Upload |
| Software | Recognised products, grouped by product and vendor | Product Exclusions, Modify product |
| Contracts | Contracts uploaded to the project | View [VERIFY: any edit actions?] |
| Licenses | License entitlements uploaded to the project | View [VERIFY: any edit actions?] |
Each section header shows the record count for the project.
Hardware
The Hardware view opens with two charts and a device table.
| Element | Description |
|---|---|
| Records by Vendor | Device count per manufacturer. Download icon exports the chart data. |
| Records by Source | Device count per data source (e.g. sccm_queries, sim_template, mdm_template, big_fix_report, sim_ninjaone, mdm_collector). Use this to confirm an integration is delivering data. |
| Hardware table | One row per device. Expand a row for the full record. Filter, export, full-screen and column settings are in the table header. |
Default table columns: Device Name, Device Type, Manufacturer, Operating System, Model, CPU Model, Total Number Of Cores, Total Number Of Processors.
Device Exclusions
Removes devices from the application pipelines without deleting them. Excluded devices remain visible in Assets but are never passed to SIM, MDM, OJDM, RDM or IFMP.
Rules match against the device business key (the device identifier as it appears in the source data).
| Match type | Excludes devices where the business key... | Example rule | Matches |
|---|---|---|---|
| Exact | equals the value | test-vm-01 |
test-vm-01 only |
| Contains | includes the value anywhere | test |
test-vm-01, uat-test-02, latest-build |
| Starts with | begins with the value | dev- |
dev-web-01, dev-sql-03 |
| Ends with | ends with the value | -lab |
nyc-lab, ldn-01-lab |
To add rules:
- Click Device Exclusions.
- Select a match type.
- Enter the business key or pattern.
- Click Add Rule. Repeat for additional rules.
- Click Save.
Rules are evaluated against all current and future records. Removing a rule restores the matched devices to the pipelines on the next analysis run.
Source Priority
When the same device is reported by more than one source, Source Priority determines which source's attribute values are used in the consolidated record.
- Click Source Priority.
- Arrange the sources in order, highest priority first. [VERIFY: drag-and-drop or numeric rank?]
- Click Save.
| Behaviour | Detail |
|---|---|
| Conflict resolution | Where two sources disagree on a field, the higher-ranked source wins. |
| Gaps | [VERIFY: does a lower-ranked source fill fields the higher-ranked source leaves blank?] |
| Scope | Applies to all hardware records in the project. |
Typical order: authoritative agent-based sources (SCCM, NinjaOne, BigFix) above manually maintained templates, so that a template upload cannot override live discovery data unless intended.
Bulk edit via template
Use the template to add devices that no integration reports, or to correct attributes in bulk.
| Step | Action |
|---|---|
| 1 | Click Download Template. The CSV contains the hardware column schema. [VERIFY: is it pre-filled with current records or empty?] |
| 2 | Add or edit rows. Do not change the device identifier column - it is the match key. |
| 3 | Save as CSV, UTF-8. |
| 4 | Click Upload and select the file. |
Uploaded records appear in Records by Source under sim_template / mdm_template. [VERIFY: source label assigned to Assets uploads.] Their precedence over other sources is governed by Source Priority.
Software
The Software view lists every recognised, excluded or pending verification software. Click a product to open its detail page.
| Detail page element | Description |
|---|---|
| Header | Product name, vendor, Type, Category, Subcategory, device count, contributing sources |
| Description | Catalog description of the product |
| Devices table | Every device where the product was found: Device Name, Sources, Identity Source, Product Name, Vendor Name, Version, Product Type, Product Category, Product Subcategory |
| Modify product | Opens the product edit dialog (see below) |
Product Exclusions
Excluded products are ignored by every licensing calculation across all applications. Use this for personal, freeware, or out-of-scope software that should not appear in compliance results.
- Click Product Exclusions. [VERIFY: button location on the Software tab]
- Select a vendor. The product list shows each product with its known versions (e.g.
WiX Toolset - 3, 3.11, 3.14;rollingdenotes a continuously updated product with no fixed version). - Select a product, then either:
| Option | Effect |
|---|---|
| Select individual versions | Only the chosen versions are excluded; other versions continue to be analysed |
| Tick Exclude all versions | The product is excluded regardless of version, including versions discovered later |
Products and versions already excluded are not shown in the dialog.
Modify product
Edits made here overlay the Licenseware software catalog for your organisation only, and apply everywhere the attribute is read - Assets, SIM, and any report that references the product.
| Scope | Fields | Applies to |
|---|---|---|
| Product fields | Type, Category, Description | The product and all of its versions |
| Version fields | License type, Deployment, Pricing, Metric, Price | One selected version only |
- Open the product detail page and click Modify product.
- Choose Product fields or Version fields.
- Edit the values and click Save.
Catalog updates from Licenseware do not overwrite your overlays. To revert to catalog values, clear the overridden field. [VERIFY: revert mechanism]
Relationship to SIM Bulk Edit
| Feature | Where | Key | Scope |
|---|---|---|---|
| SIM Bulk Edit | SIM application | raw_vendor_name + raw_product_name |
Recognition results for products in Verification Needed |
| Modify product | Assets > Software | Catalog product / version | Catalog attributes for recognised products, all applications |
| Product Exclusions | Assets > Software | Vendor > product > version | Removes product from all licensing calculations |
Use SIM Bulk Edit to fix what a raw string is recognised as. Use Assets to change what is true about the recognised product.