Systems documentation project

ddrueding

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One of the things I get to do as IT Manager is document everything. Does anyone have a template that they like? A format? Does anyone see the need to include system specs for workstations? How about including every software license? How far is too far?
 

LOST6200

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Damnm, dontl; they make softwre for keppiong track of assets like lincenses? One or vendors had something of the sort about 15 years ago. depnding on the compalny exposire to various regaulation, I would expect that there nmore than a musty spredshet on some drive. :) Does you company have finanial, legal or other SOPs goverbning the licneses? Do you need to wrtie the SOPs first?
 

ddrueding

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There are automated asset tracking tools, but they are difficult to modify if the facts don't agree with the...erm...reality of the situation. This is a private, non-union, non-financial company with no board and no real responsibility to maintain a certain standard. I start on the first, and am in the process of writing the SOPs now. Any help on that would be appreciated as well. This will be their first ever inventory and software audit. I hate to show up and give them the bad news, but they need to know where they are.
 

LOST6200

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There are automated asset tracking tools, but they are difficult to modify if the facts don't agree with the...erm...reality of the situation.

...which is why they have the sytems for conmpliance that will satisfty tghe auditors. Of course privat e companies get away with a lot of crap somtimes. That is unitl disgruntled emplyee call the softewares vendors, feds and anyone else that wil listrens. But I dont audit the general IT, only the critical styuff, so I cannt give pactical advice in your areas.
I hear enough horoor stories though. The re is a slang term, CJO (chief jalable officer). its always inmportant to know who that is in a companyc. ;)
 

ddrueding

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I hear enough horror stories though. The re is a slang term, CJO (chief jailable officer). its always important to know who that is in a company. ;)

No kidding. It looks like that will be me real soon. I'm just hoping that I can work with our vendors/controller to get things rolling soon.
 

Mercutio

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Documentation can mean whatever you or the client wants it to mean. I tend to be thorough. I tend to do documentation for my own benefit so I go pretty light on billable time for it.

With that in mind: I start with a log book in the server room. This is the most basic document of all.

I take a picture of the racks or of the equipment, front and back.
I use Paint.NET or the like to label important things on the pictures if I need to.

I tag important network cables and power cables somehow.

Of course I also keep track of server setup info. Literally everything I know about the environment: Installed software, number and type of disks in the arrays, what shares are in use, which accounts have higher than user rights, group/OU memberships, password policies, user passwords if I know them (several environments where I work set a single password for users that they can't change), any non-standard group policy settings, router/firewall settings...

I also collect install discs. I'm particularly interested in the server install media, the MS Office and XP install CDs, my prepped workstation image, backup software, and media for "critical" apps which are going to vary by location. I try to get those as physical media and a /apps network share but lately I've taken to keeping .ISO files on a thumb drive as well. Product keys are also a must. The discs go in a binder, in plastic sleeves with the product keys written on the disc as well as on the label of the sleeve.

Printers and copiers get location, IP address, the "map" for panel navigation, type of consumable, service tag and a copy of whatever service agreement they have. I won't work on printers.

For users and workstations, I try to at least have one page for notes. Things like "has DYMO label printer", "Shares HP1020 as HP with user across the aisle", "freaks out when icons are moved or added", "keeps installing hotbar", "needs mouse left on left side." I might take a picture if there's something really weird about their setup. The most common note I take about users is what printers they need and which one they prefer. The most common note I make about workstations is their disk/printer shares. I like to note the date the hardware started service too, when I can.

For notebooks I also collect the proper model number and serial number, what hardware was delivered with the machine, and the support phone number.

No place where I work has more than 60 computers, so that's really not too much. My documentation is usually done as simple RTF files and in most settings it's somewhere between 30 and 50 pages long. Documentation is never, ever done. You just fit it in where you can.

As much as possible, I try to keep a printed copy of my notes in a binder that's in the room with the infrastructure equipment, or at the desk of whomever is delegated to do things before calling me.
 

Fushigi

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Track down warranty and maintenance contract info for everything so you know if something is covered when it breaks. For items no longer under warranty, determine if a service contract is desired. We, for instance, buy a 3 year warranty on every server & workstation. After the three years, workstations are replaced if they fail (they are also replaced on request) and servers are added to the next upgrade/replace cycle. We try to never have production systems not be covered under warranty or service agreement.

If software is upgraded, keep track of the license # it was upgraded from.

Don't forget network devices, scanners, WAPs, and phone system gear as well as servers, workstations, and printers. And company-issued PDAs/phones.

For software, especially Windows, track SP levels.

Note software incompatibilities. Server X stays at SP1 because SP2 breaks App Y. That sort of list will come in handy when contemplating upgrading servers and whatnot.

Get familiar with the licensing practices of your software packages, especially if you go down the virtualization path.
 

Mercutio

Fatwah on Western Digital
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Oh.

I also use User Groups (usually defined as distributiongroups on Windows Servers) to keep track of who needs which application. So there can be, say, a Wordperfect group vs. a Goldmine group.

This is helpful for communicating about potential software upgrades or concerns.
 

Bozo

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For my part of ASSET management I keep all the original software install disk in a fire proof cabinet with a copy of the PO it was bought with. I only use copies for installation.
A complete backup of every computer is kept off site. (Acronis type images for a bare metal re-install) This is on another computer, but if we have a major fire it should be safe. Plus two other copies placed around the plant and a 60 day old copy in a fire proof cabinet. I have been asked to 'roll back' a computer on occasion.
I do a "Risk Assesment" on every computer. IE: If the computer dies, can we run without it? If we can, for how long. If we can't, do we have a spare? If no spare, how long to repair? Do we need outside contractors? If so who and contact information. This is on an excel spread sheet.
I keep an Excel spead sheet with all the hardware for each computer. I also assign my own serial number to each computer. This makes keeping track of each computer real easy.
I have a spread sheet with the dates of the last backup. Our computers run for 5 years but the hard drives are changed at 3 years. This is also kept on a spread sheet.
I run a batch file twice a year that goes across the net work and records all the software on each machine. Then I spot check a few manually. Nothing more embarrasing than having an auditor finding illegal software or porn on your computers. This program also shows what patches and service packs are installed. Computers not on the network are visited and the program run locally.
All this paper work is electronically stored off site too.

Bozo :joker:
 

Gilbo

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I keep all the information in a TiddlyWiki.

It's easy to search, categorize, and modify, and since the wiki functionality is implemented through javascript contained in the page itself it doesn't need a webserver, and can be thrown on a thumb drive. I find it super-handy.
 

MaxBurn

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Hmm, several months ago we acquired a company called Aperture that does asset tracking for data centers. I believe it also does uptime stuff and records SNMP status information like HP Openview or WhatsUP. I have never used it though.

Don't worry, our Aperture is not the same company advertised in the game Portal!
 

ddrueding

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Does anyone have an opinion or recommendation about asset tags? How about a minimum value? LCD monitors are getting cheap enough that to track them would be a low threshold, but I don't want to be tracking wireless keyboards and mice...
 

Mercutio

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I wouldn't even let people HAVE wireless keyboards and mice.

Anyway, I'm low tech about that stuff. I've been on projects where full bar coding schemes tied in to MS-SMS with custom asset tracking databases and all kinds of other crap.

I tag the box. I tag the monitor. In a few cases I might tag personal printers. I note which tags are on which desk. Once a year I walk around and make sure that they're either still there or they aren't.

If anything else gets handed out (thumb drives is really the only thing I've done this for), I just make a file that says "these people got a 8GB Corsair thumb drive valued at $30 at time of purchase."
 

ddrueding

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I'm not a fan of wireless keyboards and mice either, but it is what it is. I do plan on tagging computers, monitors, and printers. Cell phones, cellular modems and PDAs are also part of my deal, but I'm not sure how to tag them (the tag is 3/4" x 2").
 

Howell

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Why are your asset tags so big? Why not keep all the data in a database keyed to an asset tag number which you can make with a label maker.

With this method it is a pretty quick process to tag keyboards and mice. If you don't you won't know if you should have. I would probably not label anything with a warranty of 1 yr or less.
 

ddrueding

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Why are your asset tags so big? Why not keep all the data in a database keyed to an asset tag number which you can make with a label maker.

With this method it is a pretty quick process to tag keyboards and mice. If you don't you won't know if you should have. I would probably not label anything with a warranty of 1 yr or less.

We have a number of items that go in the field (it is a construction company). Because of this these tags will be embedded aluminum with some ridiculous adhesive. They have to be that big because it has been decided that they need to include "Property of..." and our phone number, as well as the number.
 

Bozo

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How about bar code instead of the number. Would that make the tag smaller?

Bozo :joker:
 

ddrueding

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How about bar code instead of the number. Would that make the tag smaller?

Bozo :joker:

Not really, its only a 6 digit number. I also want the users to be able to read them. The number of times people have grabbed each others laptops or cell phones is stupid.
 
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