Device Lifecycle Management overview

Click Integration Status in the upper-right corner of the Device Warranty Lookup page to view the connection status of each device lifecycle integration for the selected organization. A warning icon is displayed if at least one integration is not successfully connected.

Each integration displays one of the following statuses:

• Connected: The integration is set up and successfully connected.
• Disabled: The integration is not set up, or the connection was removed.
• No Mapping: The integration is connected, but the organization currently selected in the drop-down menu in the upper-left corner of the page has not been mapped to its corresponding organization in the integrated data source. Refer to Performing organization mapping.
• Revoked: The API key for the integration has been revoked and needs to be regenerated.
• Connection Error: myITprocess could not connect to the integration.

Users with Full permission for Account settings can navigate to My Account > Account Settings > Integrations to manage integration connections.

TIP  To reconnect an integration, check your API credentials in your integration settings and generate a new API key, if required. Refer to API authentication in myITprocess.

NOTE  Device lifecycle integration statuses are also visible at the global level by clicking the warning icon in the Device Warranty Lookup widget on the home page dashboard.

Click Sync in the upper-right corner of the Device Warranty Lookup page to manually refresh the warranty data for the selected organization. The sync runs in the background, so you do not need to remain on the page while it completes.

The date and time of the most recent sync for the selected organization is displayed to the left of the Sync button (adjusted to your local time zone).

A manual sync can be triggered once every 8 hours per organization. The Sync option is grayed out until the next sync becomes available, if the organization has no mappings, or if IT Glue is not connected.

NOTE  A manual sync only overwrites existing values with newer, non-empty data; it does not clear a field that already has data if the manufacturer returns an empty value.

You can customize which columns are displayed in the list, as well as their order, by clicking the column chooser icon in the upper-right corner of the page. The following options are available:

• Select or clear the checkbox next to a column name to show or hide that column. Select or clear the Select All checkbox to show or hide all columns at once.

NOTE  The Name column cannot be hidden from the list.

• Drag and drop columns to change the order in which they appear in the list.
• Restore the default column visibility by clicking Restore Default.

After clicking Save, your configured list view will persist if you navigate away from the page and return to it.

Click a device row to open a pane with additional details about that device.

If the device was synced from a manufacturer that returns license information (for example, SonicWall), a Licenses field is also displayed.

The Recommendations section lists any recommendations that have been created for the device, along with their target quarter, budget, and status. Click Create Recommendation to add a new one. Refer to Create a recommendation for a device. Clicking a recommendation tile opens that recommendation on the Strategic Roadmap for the organization.

Click View in [source] (for example, View in IT Glue) at the bottom of the pane to open the device record in the source it was synced from.

You can export the list of devices on the Device Warranty Lookup page to an Excel workbook or as a PDF document with all your current settings applied, including column selections, filters, sorting, and search.

NOTE  All visible data is exported, regardless of whether any rows are currently selected.

Complete the following steps:

1. Click Export in the upper-right corner of the page.
   
   

2. To export the data as a PDF document, click Export as PDF. To export the data to an Excel workbook, click Export as Excel. The file is downloaded to the default download location on your device.

You can create a recommendation for a device listed on the Device Warranty Lookup page as follows:

1. Click the row of the device for which you wish to add a recommendation.
2. In the Recommendations section in the pane that opens on the right side of the page, click Create Recommendation.
   
3. Select either New recommendation to create a recommendation from scratch, or select a recommendation from the template library. Refer to Creating initiative and recommendation templates.
4. From the Assets tab of the recommendation (when viewed from the Device Warranty Lookup page or from the Strategic Roadmap for the organization), you can add devices from different sources to that recommendation. Select the source you want to add the device from (for example, IT Glue or Cisco Meraki) from the drop-down menu, search for and select the asset, and then repeat the step to add assets from another source.
   
   

   NOTE  If the organization has a mapping to only one integration, the source drop-down menu is disabled and defaults to that source.

To create a recommendation for devices in bulk, select the checkboxes next to the applicable devices, and click Create Recommendation in the upper-left corner of the page. To select all devices at once to create a recommendation for, select the checkbox in the list header.

TIP  Filter the list by the group of devices you want to create a recommendation for. Refer to Searching, filtering, and sorting.

The Hardware Warranty report in provides clear visibility into the warranty status of client devices, helping you identify aging assets, support budget planning, and deliver actionable insights during Quarterly Business Reviews (QBRs) or as needed.

Refer to Hardware Warranty section in QBR Report Builder in Hardware Warranty reporting.