Asset with Multiple Warranties

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Asset with Multiple Warranties

Similar to importing hardware/software information, warranty information is first imported into a new staging table, known as ATdataSupportStage (tbNo=2207), and initially each record should be given a MIEStatus value of “ADDED” – this is also similar to the procedure used to import hardware/software. A new schema, AssetTRAK Support Staging Data, has been added for the purpose of facilitating the import from the csv into the support stage table. The support stage table has somewhat generic column names so that future releases may use the same mechanism to import entitlements. Thus, the support staging table, while initially supporting warranty imports, may be expanded in the future for importing entitlements. Once the data is imported into the ATdataSupportStage table, and after Consolidate has run, the warranties will be added to the assets. The same legacy tables are used for storing the warranty information; that is, dataWarrantyTypes, which holds the unique warranty types as described by vendor, part number, and description; and ATdataAssetXWarranties, which is the cross table between an asset and its warranty (or warranties) and also holds the warranty start and end dates. The import/consolidate mechanism also supports removal of warranties, a feature that is recommended to be used only for fixing incorrectly imported warranties. When consolidate has processed a support stage table entry, its MIEStatus column is changed to “Consolidated,” and the MIEStatusMessage column contains additional information (e.g., whether the warranty was added, updated, removed, or if an error occurred). The records in the support stage table are removed once they are over 120 days old, via the standard housekeeping trimming mechanism.

 

Procedure for Inserting/Updating Warranties

 

STEP 1: Import into the support staging table using the schema AssetTRAK Support Staging Data. To import new warranty information for an asset, provide values for the following fields. All are required unless otherwise indicated:

Schema column name

Value

MIE-AT-IMAC Support Stage Status

Set to “ADDED” so that Consolidate will process it.

MIE-AT-IMAC Support Stage *Catch Point FK

The catchpoint number assigned for the discovery tool’s warranty collection. OPTIONAL, but recommended for traceability.

MIE-AT-IMAC Support Stage Asset Number

The asset that is to own the warranty.

MIE-AT-IMAC Support Stage Type

The type of record. Set to W for a warranty. Can also be set to WX to remove a warranty (see below). Future codes may be used to indicate entitlement data.

MIE-AT-IMAC Support Stage Manufacturer

The vendor/manufacturer that is providing the warranty. This is not necessarily the same manufacturer of the hardware under warranty.

MIE-AT-IMAC Support Stage Part Number

The part number, as assigned by the vendor providing the warranty. OPTIONAL, but recommended.

MIE-AT-IMAC Support Stage Description

The description of the warranty, as provided by the manufacturer. Normalization is not done on this field. Be sure that it uniquely describes the warranty and a consistent description is used for the same types of warranties.

MIE-AT-IMAC Support Stage Start Date

Starting date of the warranty.

MIE-AT-IMAC Support Stage End Date

Ending date of the warranty.

MIE-AT-IMAC Support Stage Term Months

Term, in months, of the warranty. OPTIONAL. This column is not used per-se, but may be used by Consolidate to generate a warranty description if one is somehow not provided.

STEP 2: Run Consolidate. It does not matter what type of Consolidate run it is – staged warranty information will always be processed.

STEP 3: Check the UI to verify that the warranties were added correctly. Warranties are displayed in the Asset page, in the Assignment section.

STEP 4: If there are issues, check the Consolidate log, and check that the support stage table records have a MIEStatus of “Consolidated” and that the MIEStatusMessage contains either “INSERTED” or “UPDATED.” If an issue occurred during processing, the MIEStatusMessage column will provide additional information. Note that it may be necessary to export the support table, or access a report (yet to be developed at the time of this release).

Procedure for Removing Warranties

 

To remove a warranty from an asset, it can be done via the UI, or it can be done in bulk by importing records into the support stage table just as described above (inserting/updating), but using the value “WX” instead of “W” for the support type field.