Configure Asset Management

JumpCloud® Asset Management enables tracking, management, and optimization of your organization’s IT assets throughout their entire lifecycle. Asset Management seamlessly integrates with JumpCloud Device Management to track new and existing JumpCloud-managed devices. You can also create assets manually, as well as import them in bulk via CSV. This article shows you how to enable and configure Asset Management.

Prerequisites:

• JumpCloud Device Management must be enabled in your org and on devices to automatically sync managed devices into Asset Management. See MDM in JumpCloud to learn more.

Considerations:

• Asset Management is a premium feature and requires the Platform Prime package. See JumpCloud Pricing to learn more.
• Devices, Accessories, and Locations are all classified as assets in JumpCloud Asset Management.
• Managed Devices refer to devices that meet the following criteria:
  • macOS, Linux, and Windows devices with the JumpCloud Agent installed.
  • iOS and iPadOS devices enrolled in Apple MDM.
  • Android devices enrolled in Android EMM.

Enabling Asset Management

To start using JumpCloud Asset Management, enable it in the Admin Portal:

1. Log in to the JumpCloud Admin Portal.
2. Go to DEVICE MANAGEMENT > Asset Management > Settings.
3. Toggle on Asset Management Enabled.

After enabling Asset Management, existing JumpCloud-managed devices are added automatically. See FAQ: Asset Management to learn more.

Configuring General Settings

Default Currency

Set the default currency while creating and editing assets. If your org uses multiple currencies, this will not convert between them. 

Import Assets

Use a CSV file to add or update assets in bulk. Use this for devices not enrolled in JumpCloud management. peripherals without management capability, or for locations. Your last 5 CSV imports are listed here, or click See All for full import history. Jump to Importing Assets to learn more.

Configuring Field Settings

Use fields to label, organize, and track specific information about your assets, like status, service tags, and service dates. You can modify the defaults or create custom fields. Fields are organized by asset class: Global, Devices, Accessories, and Locations.

To edit a field:

1. In Field Settings, go to the appropriate asset class subtab (Global, Devices, Accessories, or Locations).
2. Fields are separated into categories. The categories and fields displayed differ depending on the asset class subtab you selected. Asset Details exists for all asset class subtabs.
3. Click any existing field in the list to modify it. For this example, select Devices > Asset Details > Type.
4. Under Types, you can customize from the existing list, or create a new one by clicking Add Device Type.

Creating Custom Fields, Labels, and Tags

You can also create custom fields to use as labels or tags to better organize your assets. For example, you can create a custom field like "VM Environment" and label your virtual machines depending on their host environment, like Parallels or Virtual Box.

To create a custom field:

1. In Field Settings, go to the appropriate asset class subtab (Global, Devices, Accessories, or Locations).
2. For this example, select Devices.
3. Under Asset Details, click Add Field.
4. Enter a Label for the new field. This label appears as the column name in the asset table.
5. (Optional) Enter a Tooltip to explain the label's use case.
6. (Optional) Under Field Type, select the type of data associated with this field. The default is Text.
7. Click Create.

The new custom field now appears in the details of every individual asset that matches this asset class. For example, all device assets will show this field under their Asset Details.

Default Status Fields for Managed Devices

By default, managed devices have four device activity statuses: active, inactive, not available, and deleted. You can choose how to map these statuses to fields in Asset Management, enabling more granular control and reporting. 

To change the default status mapping:

1. In Field Settings, go to the Devices subtab.
2. In the list, click Status.
3. Under Status, scroll down to Status Mapping.
4. Optionally select a field to map to each status:
   1. Active defaults to Active.
   2. Inactive defaults to Inactive.
   3. Not Available defaults to Not Available. 
   4. Deleted defaults to Retired.

The following additional device statuses are available by default:

• Ordered
• Delivered
• Ready
• In Use
• Repair
• Maintenance
• Lost
• Retired

Sync Owner with Primary User

You can automatically sync the owner in Asset Management with the Primary User set in the Device object. See Users Tab - Primary User to learn more. 

To sync owner with the primary user:

1. In Field Settings, go to the Devices subtab.
2. In the list, click Owner.
3. Under Sync with Primary User, select Use the device’s Primary User as the Asset Owner.

Managing Assets 

Devices, peripherals, and locations are all categorized as assets. Depending on the source and amount of data, you can import assets or create them manually.

Adding Assets Manually

In addition to bulk CSV import, you can also create individual assets. Use this when adding a new peripheral, location, or device not managed by JumpCloud.  

To manually add an asset:

1. In Asset Management, go to the appropriate tab of the asset to add. For example, go to the Devices tab to create a device.
2. In the top left, click Add Asset. 
3. Under Asset Details, fill the following required fields:
   1. Name
   2. Status 
   3. Enter the remaining fields depending on the asset type. 
4. Under Purchase Details, enter information such as asset Purchase Date, Cost, and Warranty Period. 
5. Under Hardware Specifications, enter information such as the OS Family and Version, Model, Vendor, and CPU.
6. (Optional) Select Create another to create a duplicate asset. 
7. Click Add. 

Importing Assets

Use the import feature when adding assets in bulk or when migrating from another platform.

To import assets:

1. Go to DEVICE MANAGEMENT > Asset Management > General Settings. 
2. In the General Settings tab under Import Assets, click Download Template and select from the appropriate template:
   • Devices Template
   • Accessories Template
   • Locations Template
   • Download All
3. On your device, edit the CSV file and add asset information. You can export this from your existing asset management solution, or add it manually. 
4. After editing and filling the template, click Import CSV.
   • Any missing information from the template results in a partial upload to Asset Management and missing columns will be filled as empty.
5. Under Import Assets, select the asset type: Devices, Accessories, or Locations.
6. Click Upload CSV and select the file from your device.
7. The system processes your file. This can take 2-5 minutes.

8. After successful analysis, click Import.
9. In the list of recent imports you can view the import status. If successful, assets are added to the appropriate area.

When formatting the CSV template, the columns (which correspond to fields in Asset Management) must be formatted with the appropriate value type for successful import. See the following table for all supported value types.

Using Asset History

Asset Management tracks all changes to your assets. These events provide you with a complete history and an audit trail to help you stay compliant. 

To access asset history:

1. In Asset Management, go to the appropriate tab of the asset. 
2. Find the asset in the list.
3. In the Overview tab, you can view the Recent History.
4. For more details, go to the History tab.

Actions Menu

Use the Actions menu to quickly modify or delete one or multiple assets.

To access the Actions menu:

1. In Asset Management, go to the appropriate asset tab (for example, Devices).
2. Find the asset in the list, or select multiple assets for bulk actions.
   • To perform an action on a single asset: In the Actions column, click the three dots (...) to open the menu.
     
   • To perform an action on multiple assets: In the top right, click Actions.

From the Actions menu, select from the following options: Change Status, Location, Type, or Owner.

If you selected a modification option (for example, Change Status), a change modal appears. Select the options from the dropdown, then click Save.

Deleting Assets

To delete assets:

• To delete a single asset: In the Actions column, click the three dots (...), then select Delete Asset.
• To delete multiple assets: In the top right, click Actions, then select Delete Asset.

In the Delete Asset modal, enter the number of assets to delete. Click Delete Asset to confirm.

Devices Tab

Use the Devices tab to quickly view and manage all of your devices. JumpCloud-managed devices appear automatically, as well as any devices you’ve added manually or imported via CSV. Click on any asset in the list to view its details. The following information displays:

• Recent History: Shows a log of all changes to this device. Click See All History to view the entire list.
• Actions Menu: Lets you edit the asset, go to the associated Device, launch Remote Assist, or Delete the asset.
• Device Information: See the following table.

Accessories Tab

View, manually add, and manage all of your IT accessories. These can include large peripherals like monitors, projectors, and printers, or small peripherals like keyboards, mice, cables, and headphones.

Click on any accessory in the list to view its details. The following information displays:

• Asset Details: Includes information about the peripheral including Type, Status, Location, and Model. 
• Purchase Details: Information like the Cost, Date, PO Number, and Supplier.

Locations Tab

Create and track equipment locations like main and satellite offices. You can associate all of your assets with locations to help manage inventory levels. Jump to Adding Assets Manually to create a location.

Click on any location in the list to view its details. The following information displays:

• Asset Details: Name*, Tag, Description, Parent, Manager, Phone, Address, City, Stage, Country*, Postal Code.
  • * indicates a required field.
• Recent History: Shows a log of recent changes to this location. Click See All History to view the entire list.

Disabling Asset Management

To disable Asset Management:

1. Log in to the JumpCloud Admin Portal.
2. Go to DEVICE MANAGEMENT > Asset Management > Settings.
3. Toggle off Asset Management Enabled.