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Version: 1.5.0

ITAM Application Deployment

tip

Role required: admin

To deploy the ITAM application, complete the following steps:

  1. Install the ITAM application.
  2. (optional) Deploy demo data.

To install the ITAM application for the first time, use the full version pack. To update the application from the previous versions, use the update packages.

Full version deployment​

caution

Ensure you are going to install the ITAM application 1.5.0 on the platform version 1.28.0 or later.

  1. Install the [ITAM] 1.5.0 full.sop package.
  2. In the Simple Application, add a new column Corresponding asset (corresponding_asset_id) to the Default form view of the Configuration Item (sys_cmdb_ci) table to ensure proper visualization of the relationship between the asset and the current configuration item.
  3. If the ITSM application is installed on your instance and you require communication between these applications, install the [ITAM]_ITAM_1_3_1_ITSM_1_12_1_full.sop package and configure the ITAM-ITSM Connector. Once configured, you do not need to reconfigure it as it remains actual for further updates.

Update installing​

Install all versions and patches in their release order.

Example:

To update the application from version 1.1.1 to 1.5.0, sequentially install the update packages in the following order: 1.2.1, 1.2.2, 1.2.3, 1.2.4, 1.2.5, 1.3.0, 1.3.1, 1.3.2, 1.3.3, 1.4.0, 1.4.1, 1.4.2 and 1.5.0. Always follow the version deployment instructions.

Update version 1.4.2 to version 1.5.0​

caution

Ensure you are going to update ITAM to version 1.5.0 on the platform version 1.28.0 or later.

  1. Install the [ITAM] 1.5.0.sop package.
  2. (optional) Install the ITAM-ITSM Connector and configure the forms if not done earlier.

Add Employee to Consignment Consumption​

Run the [ITAM] Update employees in Consumptions (Allocation/Maintenance/Upgrading) scheduled script to populate the new Employee field in the existing Consignment Consumption records. The field references the record of the employee who received the consignment consumption upon completing an allocation task, or after their assets were updated or maintained using the consignment consumption.

  1. Navigate to System Scheduler → Scheduled scripts.

  2. Open the [ITAM] Update employees in Consumptions (Allocation/Maintenance/Upgrading) record, also available at {your instance URL}/record/sys_schedule_script/174835096015368807, and complete the fields as follows:

    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2025-09-01 01:01:00
    The system will run the script according to the time set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincides with the time on your device.
  1. Click Save to apply the changes.

Once the script is executed, the new Employee field will be populated with the asset user in the records of the Consignment Consumption (consignment_consumption) table that are in the Allocated state and belong to the following completed tasks:

  • Allocation tasks in the Completed: allocated state.
  • Maintenance tasks in the Completed: fixed state.
  • Upgrading tasks in the Completed: upgraded state.

Asset hierarchy management​

This version of the application implements accounting functionality for asset hierarchies. A new Inheritance chain field has been added to the Asset (itam_asset) table. To populate the new field, follow the steps below:

Step 1: Check and correct the asset hierarchy

  1. Run the Test for loops in asset hierarchies script to find incorrect links, such as hierarchical loops.

    1. Navigate to System Scheduler → Scheduled scripts.
    2. Open the record Test for loops in asset hierarchies, also available at {your instance URL}/record/sys_schedule_script/174825019215463400, and complete the fields as follows:
    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2025-09-01 01:01:00
    The system will run the script according to the time set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincides with the time on your device.
    1. Click Save to apply the changes.

  2. Once the script is executed, open the Main Log (sys_log) table. If the script was executed correctly, you will see the following message: [Test for loops in asset hierarchies] FINISHED.

  3. Review the log for any errors. If found, correct them by editing the Parent asset field in the relevant records to remove any circular references. You may need to run the script again to verify your fixes.

Step 2: Populate the Inheritance chain field

  1. Run the Check and fix Assets Inheritance Chain script.

    1. Navigate to System Scheduler → Scheduled scripts.
    2. Open the Check and fix Assets Inheritance Chain record, also available at {your instance URL}/record/sys_schedule_script/174825008913112873, and complete the fields as follows:
    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2025-09-01 01:01:00
    The system will run the script according to the time set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincides with the time on your device.
    1. Click Save to apply the changes.

  2. Once the script is executed, open the Main Log (sys_log) table. If the script was executed correctly, you will see the following message: [Check and fix Assets Inheritance Chain] FINISHED. The Inheritance chain field will be filled in.

Update the Subject field in the Inventory tasks​

This version changes the logic for populating the Subject field. To update this field in existing Inventory (itam_inventory) tasks, run the Fix subject for Inventory Tasks scheduled script:

  1. Navigate to System Scheduler → Scheduled scripts.

  2. Open the record Fix subject for Inventory Tasks, also available at {your instance URL}/record/sys_schedule_script/175006880911297405, and complete the fields as follows below:

    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2025-09-01 01:01:00
    The system will run the script according to the time set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincides with the time on your device.
  1. Click Save to apply the changes.

After the script runs, the Subject field of the Inventory task records will be updated.

Add colored labels to the list view of the ITAM Demand Item table​

In the version 1.5.0, we added color coding to the Purchased field in the list view of the ITAM Demand Item (itam_demand_item) table. The label color indicates the fulfillment state: fully purchased, partially purchased, or not purchased. To enable this display, run the Set Purchase state in ITAM Demand Items scheduled script:

  1. Navigate to System Scheduler → Scheduled scripts.

  2. Open the record Set Purchase state in ITAM Demand Items, also available at {your instance URL}/record/sys_schedule_script/175196730913288792, and complete the fields as follows below:

    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2025-09-01 01:01:00
    The system will run the script according to the time set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincides with the time on your device.

  3. Click Save to apply the changes.

As a result, the Purchased field values displayed in the list view of the ITAM Demand Item (itam_demand_item) table will be highlighted in corresponding colors.

Update the Performed operation field​

Since the purchasing functionality is implemented in version 1.5.0, populate the empty Performed operation fields in the existing records of the Asset - Demand Item (itam_m2m_asset_demand_item) table. To do so, follow the steps:

  1. Navigate to System Scheduler → Scheduled scripts.

  2. Open the record Set performed operation in Asset - Demand item, also available at {your instance URL}/record/sys_schedule_script/174853347015986213 and complete the fields as follows:

    FieldValue
    ActiveYes
    Run frequencyOnce
    Run date and timeSpecify the time when the system load is minimal, for example, after midnight.
    Example: 2025-09-01 01:01:00
    The system will run the script according to the time, set in the Preferences menu of the platform, not the time set on your device. If they differ, for your convenience, edit the time zone in the Preferences so that it coincided with the time on your device.

  3. Click Save to apply the changes.