Add/Edit a Device

The Device Edit Screen

The device edit screen has direct entry for device properties such as name, asset #, and serial #. You can also set the “Type:”, which allows you to define a Physical, Cluster, Blade, virtual, or other device type. The “Network Device” checkbox should be checked for all network hardware, Blade chassis if the device happens to be a blade chassis, and Virtual Host if the device will host virtual devices. Service Level defines a device’s production status, while “Hardware” allows a user to select the appropriate hardware model. Find the “Add Device” screen via the main menu, “Devices -> All Devices”. You’ll see an “Add Device” button in the upper right hand corner:
Add Device button on All Devices screen

Though the tabs will change by device type, most devices will have these tabs:

  1. Properties
  2. Hardware
  3. Asset LM
  4. Other

We will discuss the direct properties of devices below and the four tabs in the other sections of the documentation.

Adding a Device

You can add a device by clicking the “Add Device” button from a few different pages, including the device list page. Upon clicking “Add Device”, you will see this generic device add page with the type “unknown” selected by default. New devices also default to “In Service”, with a production level set to “Production”.

add new device screen

Make your initial selections, changing the “Type” as appropriate, and click on “Save and continue editing”. Upon saving, the edit page will refresh and the correct fields for the device type you chose will be added:
Add Device Screen after save and continue

Basic Device Addition / Editing

Device basics explained

As an example, let us consider a network switch:

  • The highlighted check boxes in the image above [Green, labeled #1 above] represent whether the device is a Network Device, blade chassis, a virtual host, and its “Service” status..

  • It is important to choose the correct attributes: you can only add switch ports to devices designated a “Network Device” (with the “Network Device” option checked). Similarly, blades can be ONLY be added to a “Blade Chassis”, and only a “Virtual Host” can have guests..

  • Annotation #2 above highlights the current service level of that device. For example, if you have a server which is in procurement and waiting to be installed, you can add a service level called “in procurement”, and reserve rack space for the device in future – You are free to customize services levels as you see fit.

  • The fields Hardware, Serial #, and Asset # are displayed for devices of “Type” physical and blade.

The “Other” device type allows users to add specialty devices including Access Points, Power Meters, CRAC, Laptops, Printers, PDUs, TAPs, ThinClient, UPS, or WorkStation, and is discussed in depth in other sections of the documentation:
Devices of type other options

The Customer field represents a customer or department that is using the device (or to the device is assigned).

Notes : This is a free text field.

WARNING: Changing a Device Type

It is possible to change a device type (e.g. from physical to virtual, blade, cluster, or other). Please be aware that when you change a device type, you will lose all attributes that are specific to the device type:

When you change a device Type from “Physical” to another device type, you will lose the following:

  • the rack, room, or storage room information

  • the hardware model

  • any IP or power connectivity

  • if it was a blade chassis, it will no longer be one

  • all blade information

When you change from a virtual device to another device type, you will lose the following:

  • if it was a virtual host, it will no longer be one

  • any cloud instance Data

When you change from a blade device to another device type, you will lose the following:

  • blade host information

  • the blade chassis slot # will be cleared

  • the hardware model

  • storage room information

  • any IP or power connectivity

When you change from a cluster device to another device type, you will lose all cluster associations.

When you change from an other device to another device type, you will lose:

  • the device subtype

  • location and building information

  • rack and room information

  • hardware model

  • any IP or power connectivity