5. Inventory (CMDB)

Integria includes a flexible inventory system, where object types, fields and the relation between them are defined by the administrator. This allows the management of a stock of devices in a very simple way, even implementing a CMDB with data that previously existed in your organization. The inventory system is (optionally) linked to the CRM and the ticketing system. Inventory objects are a key piece to the ticketing system since they allow a ticket to be associated to a business related asset.

Creating an item type for the inventory

The inventory allows item types to be created with custom fields. This way, the system adapts to any necessities and allows very detailed searches to be performed. Item types are meant for customizing different elements that will be used in the inventory. In order to manage the different item types, we have to go to the 'Inventory' section of the top menu and later head on to the left-side menu to 'Item Types'. We'll explain the functions of item types with an example. We'll create an Item type for the inventory, which will have two associated fields named 'Version' and 'Description', and name it Software.

For every type we can add as many custom fields as needed.

Creating an inventory item

In order to create a new inventory object click 'Create inventory object' from the left-side menu. You'll then see the following form with all the available options to configure said inventory item.

The most important fields on this form are: Owner, Associated Companies, Associated Users, Public, and Item Type. This way, the item is accessible to the owner, directly related users or users belonging to an associated company. Furthermore, if the item is flagged as 'Public', everyone will be able to see it. Plus, depending on the selected item type we'll have a series of additional fields corresponding to the ones defined in this type.

Integria IMS' inventory has a simple stock control system. In order to manage stock, all items in the inventory have a Status field which allows a stock system to be filed. The possible statuses are: New, In Use, Unused, or Unlisted. You can also register the reception and discharge dates.

Let's see the details using an example inventory item:

The Relationships tab shows the rest of the items related to this one. New items can be associated, you only need to choose it from the combo and link it as shown below. This way, other items, apart from the parenting item, can be related.

The Contacts tab shows us the people associated to that inventory object. We can click on any of them to directly access their information.

The Tickets tab shows which tickets are linked to the inventory item and indicates which tickets have previously been applied to that item, along with their status. When an instance is defined you can clarify if it's related with any inventory object. This way we can click on any of them to access their information directly.

The Tracking tab shows changes produced in the inventory item, such as owner changes, links to an object type, a parenting item, etcetera.

Importing inventory data from CSV

There is an option to import inventory data from a CSV file. In order to do this, the file is loaded with a line per inventory and separating values with commas.

Inventory searches

The search results from the inventory can be viewed in two ways: a tree graph or a list. In the tree graph view the inventory items are shown grouped according to type. Stock can also be viewed showing: Total units, New units, Unused units, Minimum stock. If the total number of units is lower than the minimum stock, it'll be highlighted red.

In the list view information about the inventory will be shown, along with the custom fields that have been marked to be shown.

Plus, you can export the search results in PDF and CSV formats, in order to obtain lists that can be added to any type of report.

Inventory synching with Pandora FMS

Integria allows inventory objects to be created from synchronizing the information from existing agents on an instance of Pandora FMS that has previously been installed on your system. To begin, it's necessary to configure the parameters that link Integria IMS to Pandora FMS. Configuration for this can be found in the Setup menu→ Pandora FMS inventory.

In our Pandora FMS instance we have the following agents installed and we want to synchronize them with Integria IMS' inventory.

Once configured, Integria will synchronize the agents and the inventory. From that moment on, we'll dispose of the agents under the inventory item type named 'Pandora Agents'.

This synchronization will create the inventory items with information from agents monitored in the Pandora FMS server.

Remote inventory based on Pandora FMS agents

This feature allows the user to extract custom inventory information from any device and operating system. The remote inventory is based on the use of Pandora FMS's software agents which are installed on the devices from which information is to be extracted. Agents collect information from the inventory via scripts in order to later send them to the server where Integria IMS is running. Once the information is received, Integria will process it and create the corresponding inventory items based on received data.

Unlike inventory synchronization with Pandora FMS, to use the remote inventory based on Pandora FMS agents it's unnecessary to previously install the Pandora FMS application, only the agents need to be installed on the devices you wish to reclaim information from.

Remote Inventory Internal processes

Pandora FMS agents will send an XML file with the inventory information over to the server that supports Integria IMS. Integria then processes these files using the maintenance script. Default processing takes place every 5 minutes.

With the inventory information sent in the XMLs, various inventory items will be created. This means that if an agent sends information on 12 applications installed on the system, 13 inventory items will be created (one for the agent and 12 for the different installed applications). When information on a device or inventory element is received two things can happen:

  1. That the element exists: then the inventory's information will be updated.
  2. That the element doesn't exist: in this case, a new inventory item will be created only if the associated item type is defined within Integria.
It's important to define item types that'll be used before starting to create the inventory. 

Integria Documentation