Table of Contents:
- General Overview
- Device Types
- Viewing an Asset
- Asset Saved Searches
- Asset Quickview
- Manage Multiple Devices
- Merging Devices
First, click on "Assets & RMM" on your navigation bar to find your Asset list. It will look something like this once you have a few assets.
Here, you can create new assets, sort/filter/search your assets, edit multiple assets at once, and so much more!
Syncro has two different asset types. We call them Syncro Devices and User Created Devices.
User Created Devices:
- Fully customize-able with custom fields.
- Default "Computer" asset type included and editable.
- More information here.
Clone User Created Devices:
Create a duplicate instance of the asset type that retains all custom fields for quick Asset Type creation.
- Created for you as a default Asset Type
- Used for Syncro Agents, and created automatically once you install the Agent on a device.
- Has special features for Monitoring, AntiVirus, and Scripts
- More information here.
If you click on the name of an asset, it will open up the asset details.
This will display more information for the asset, like the customer, custom fields, and tickets associated with the asset. You can also create a new ticket for the asset/customer, or edit/delete the asset.
Syncro Devices will have different information displayed here. You can learn more about it here: Device Details
To change the name of an asset, select 'Edit' from the main asset detail page.
By default, asset names are assigned to the host name. If the asset's host name changes on the machine itself, the asset name in Syncro will automatically change.
This can be overridden by a friendly name, by enabling the checkbox below the asset owner. Once the new asset name is saved, this name is what will appear in any list referencing the asset, as well as any and all search results.
You can revert back to using the host name at any time by unchecking the box for 'use a friendly asset name'.
The asset list also comes with a basic and advanced search. You can filter by customer and asset type, and can also create custom searches.
Selecting "Create New" from the Saved Search dropdown will let you create a brand new search with more advanced search terms.
You can also search using property conditions and custom fields:
Each property condition will have different operators that can be used to customize the search further.
Syncro assets have a modal that allow you to quickly interact with an asset without having to open up the asset details!
This modal will allow you to run a script, change the policy, open Syncro Live, and display pertinent information for the device.
Furthermore, this modal is available on Customer and Ticket pages, so whenever you see those icons, click them to pull up the modal!
By checking off multiple assets, you will unlock the manage drop down. This will allow you to modify multiple devices at once, like printing labels, changing customers and policies, and deleting assets.
To Merge a Asset/Device, click in to the Device Detail page, click Actions, Merge.
Next a pop up will appear where you can select the Asset that you would like to merge to. Click Merge and you are done.