Asset Management Essentials

Course Overview

Introduction to the Course

• Purpose of the course and structure

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• Overview of the topics covered

Learning Objectives

• Navigate the Assets interface and object schemas
• Create and configure object types and attributes
• Understand roles and permissions
• Use search methods including AQL
• Import data from external sources
• Configure automation rules
• Use Assets reporting capabilities

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Activity:

• None in this module

Assets Overview

What is Assets?

• Definition of Assets in Jira Service Management
• Assets as EAM, CMDB, and ITAM systems

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What Assets Can Track

• Physical goods, software, intellectual property, employees, and more

Configuration Items (CIs) and Relationships

• Physical, logical, and conceptual CIs
• Understanding relationships and dependencies within a CMDB

Activity:

• Lab 2 – Starting your lab environment (10 min)

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Assets Basics

User Interface Navigation

• Accessing Assets
• Understanding object schema list, hierarchy, and object views
• Switching between list and detail views

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Basic Building Blocks

• Object schema
• Object types
• Attributes
• Objects

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Roles and Permissions

• User, Developer, Manager, Assets Admin, Jira Admin
• Responsibilities and restrictions for each role

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Activity:

• None listed specifically for this module

Creating Object Types and Attributes

Planning Before Creating Schemas

• Importance of planning schemas and naming conventions

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Creating Object Schemas

• Steps to create schemas
• Schema description and icon selection

Creating Object Types

• Parent-child typology
• Inheritance and hierarchy considerations
• Best practices for naming

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Creating Attributes

• Attribute types: text, number, date, status, object references
• Global vs schema-level attribute values

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Activity:

• Lab 3 – Creating Object Types and Attributes (based on structure but lab not shown in snippet)*

Connecting Object Types

Object References

• Outbound and inbound references
• How object-based attributes form connections

Visualizing Relationships

• Using graph view for dependency visualization
• Viewing schema graph for entire object schema

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Best Practices

• How references affect search and reporting
• Example: Business Services referencing Confluence

Activity:

• Lab 5 – Connecting Object Types (15 min)
  • Connect Employee → Office
  • Connect Teams → Department
  • Connect System → System Owner
  • Connect Computer → Employee

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Searching and Basic AQL

Search Methods

• Object schema quick search
• Global search
• Basic vs advanced search (AQL)

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Filtering Objects

• Filtering based on attributes
• Limitations of basic filtering

Writing Basic AQL Queries

• Searching based on attribute values
• Using object references in queries
• Export objects to CSV from search results

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Activity:

• Lab 6 – Searching in Assets (15 min)
  • Execute basic AQL
  • Use global search

Importing Data

Understanding Imports

• Manual imports vs REST API imports
• When importing is useful (ERP data, HR data, etc.)

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Creating Import Configurations

• File upload
• Mapping attributes
• Mapping references

Executing and Validating Imports

• Verifying imported objects

Activity:

• Lab 7 – Importing Data (from lab workbook structure)

Assets Automations

Overview of Automation in Assets

• Global automation configuration
• Triggers, conditions, and actions

AQL in Automations

• Using Lookup Objects to pull related assets
• Using smart values to fetch attributes

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Example Workflows

• Auto-populate fields based on selected asset

Activity:

• Lab 8 – Assets Automation (15 min)
  • Create automation triggered when a new Employee is created
  • Update object fields automatically

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Reporting in Assets

Using the Reports Dashboard

• Pre-configured charts
• Objects by attribute
• Work items linked to objects
• Objects over time
• Attribute analysis

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Filters

• Global filters (apply to all reports)
• Report-specific filters

Confluence Macro for Assets

• Displaying filtered Assets lists using AQL
• Selecting attributes for display
• Auto-sync behavior

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Activity:

• Lab 9 – Assets Reporting (10 min)
  • Explore dashboard
  • Configure “Objects by attribute” report
  • Configure “Compare object type attributes” report

This course is designed for individuals responsible for building, maintaining, or supporting asset structures within Jira Service Management. It is ideal for:

• Jira Administrators and Project Administrators
• IT service teams managing CMDB/ITAM/Assets
• Operations, HR, and Facilities teams who track organizational resources
• Anyone involved in defining schemas, object relationships, or asset-based automation

In this course, you’ll learn how to navigate the Assets interface in Jira Service Management and understand how object schemas, object types, attributes, and objects work together to form a flexible asset management structure. You’ll also gain hands-on experience creating object types and attributes, connecting them with references, and configuring roles and permissions to control access.

You’ll learn how to search for objects using basic filters, advanced AQL queries, and global search capabilities. You will also explore importing asset data from external sources, configuring automation rules to streamline asset processes, and generating reports that provide insight into your organizational assets. By the end of the course, you’ll be able to effectively build, manage, automate, and visualize asset information within Jira Service Management.