• 16 Nov 2023
  • 2 Minutes to read
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Article Summary

Click the expand icon next to any chart to open a full screen version of that chart.

The SysAid Asset Management Dashboard gives you a birds-eye view of your Asset Inventory.

This document describes how to use the Asset Management Dashboard and its Asset Tree Views to:

Asset Tree View

 The Asset Tree, located on the left side of the Dashboard, allows you to: 

  • See all Monitoring Alerts and Service Records related to the Asset
  • Group assets (in two levels) for purposes of the various charts and graphs that the Dashboard offers you

Asset Details

This section contains Asset Details such as:

  • Monitoring Alerts
  • Patch Management
  • Service Record information

Create an Asset Tree View

To create an Asset Tree View, follow these steps:

  1. Select Edit from the drop-down list
  2. Enter a name in the text box
  3. Choose primary and secondary groupings
  4. Click the filter icon ( ) for custom filters, which will open the Expression Builder, where you create Custom Filters
  5. Click "Apply"
Example of two-level Grouping
Level 1: Location

Level 2: Type

Displays all different locations, followed by each location’s assets — sorted by type

Modify an Asset Tree View

To modify a View, follow these steps:

  • Select Edit from the drop-down list above the tree, which opens the Edit View box
  • Select Existing view and select your desired View from the list
  • Follow Steps 3 - 5 from the “Create an Asset Tree View” steps
Hide the Asset Tree
You can click the < icon to the right of the View drop-down list to hide the Asset Tree

View an Asset Grouping

Asset Grouping

 Grouping your Assets allows you to use the Dashboard to learn important information about your assets. Inside the Asset rTee, click on an Asset Group; grouping of assets the right portion of the screen updates to show the Group's information.

To see the Asset Grouping’s Dashboard, click on an Asset Grouping in the Asset Tree, which will display:

Inventory Chart

The Inventory Chart (left-hand) shows you the breakdown of the grouped Assets. For example, the chart in the screenshot above shows Assets by Type. 

To change the breakdown, select a new breakdown from the dropdown list. 

Other breakdowns include by: 

  • Location
  • Manufacturer
  • Patch Management
  • Operating System type

Asset Hierarchy Chart

The Asset Hierarchy Chart (right-hand) displays your Assets according to your Asset Tree groupings. 

To reposition an Asset in the Chart, click on it to your desired location.

Assets are assigned colors (green, yellow, and red) that indicate their Monitoring Status:

  • Green: Normal 
  • Yellow: Warning
  • Red: Error

The parent grouping takes on the color of the Asset’s most severe monitoring alert.

Assets whose Source is WMI
The Deploy Agent can be deployed to all Assets (Single or in an Asset Grouping) whose source is WMI in the selected folder and sub-folders


View a Single Asset

When you click a Single Asset in the Asset Tree; the right portion of the screen updates to show information about this Asset, in the form of:

Monitoring Chart

The Monitoring Chart (left-hand) displays the Asset’s:

  • CPU
  • Memory
  • Hard Drive usage
These performance measurements only appear once you’ve created monitoring rules for each Asset

CI Relations Graph

The CI Relations graph (right-hand) shows the selected Single Asset’s CI relations in both directions: “affecting on” and “affected by”.

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