Configuration Items in Autotask

Configuration Items in Autotask



CREATING A CONFIGURATION ITEM



Alert
This is only for hardware that is not covered by an RMM agreement. RMM config items are auto-synced from RMM. We should never manually create config items for them. 



  1. Go to the Account.
  2. Click New. Under drop-down choose Configuration Item. 
  3. Click Icon next to Product field and choose appropriate item. If the specific product doesn't exist, and it is a product that we are adding more than once or are likely to add again in the future, consider creating a product. 
  4. Choose appropriate Type and Category. See details below in this article. 
  5. Add the host name to the field called Reference Name. This is important! If there is no hostname, choose a UNIQUE name. Two devices in the same customer account should not have the same Reference Name. 
  6. Fill in details provided by tech:



  1. For firewall: should have local static IP address and device function.
  2. For wireless access point, a WiFi asset will be synced over to Hudu. Then the SSID and key should be connected as related items. 
  3. Add any admin passwords to Hudu and link as a "related item" to the configuration (after it syncs from AT).


7. If details are missing, ask the tech for more info. 




Configuration Item  Types and Categories


Configuration item types are general classifications in Autotask. These correspond to the asset types in Hudu. 

Configuration item categories determine which fields show up when viewing the item in Autotask. 

Here is a list of configuration item types and which configuration item categories they are associated with. 

Type: Workstation

  • Windows Laptop
  • Windows Desktop (Tower)
  • Macbook
  • Mac Desktop (iMac)
  • Microsoft 365 Virtual Desktop
  • Vault Desktop
  • Other Virtual Desktops

Type: Server

  • Windows Server
  • NAS
  • Desktop PC Used as Server 
  • Linux Server

Type: Peripherals

  • Docking Station
  • KVM Switch
  • External Hard Drive
  • Monitor

Type: Printing

  • Printer
  • Scanner
  • Plotter
  • Label Maker
  • Receipt Printer
  • Check Printer

Type: Audio/Video

  • Speakers
  • Headphones
  • Microphone
  • Webcam
  • Projector
  • Audio/Video Receiver

Type: Phone System

  • IP Phone
  • Conference Phone
  • Analog Phone (if applicable)
  • VoIP Gateway
  • PBX System

Type: Network Device

  • Router
  • Switch
  • Firewall
  • Access Point
  • Modem
  • PLE (Powerline Ethernet) Device

Type: Components

  • RAM
  • Storage Drive (HDD/SSD)
  • GPU
  • CPU
  • Power Supply Unit (PSU)
  • Internal Hard Drive

Type: IoT

  • Smart Thermostat
  • Smart Lock
  • Security Cameras and Doorbells
  • Other IoT Devices

Type: Power Equipment and Appliances

  • UPS (Uninterruptible Power Supply)
  • PDU (Power Distribution Unit)
  • Surge Protector
  • Power Management
  • Backup Appliance

Type: Mobile Device

  • Iphone
  • Android

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