Cloud Services

ModernOps

Asset account management
Published On May 16, 2024 - 2:05 PM

Asset account management

Understand how to manage your asset accounts, including adding, editing, and deleting accounts.
First, follow these steps to access the Account Management page.
  1. From the Kyndryl Modern Operations Applications dashboard, click the Main menu on the left side. of the page.
  2. Select
    Admin
    .
  3. Select
    Provider Account
    ; you will be redirected to the
    Account Management
    page.
  4. Select the
    Asset Accounts
    tab.
Once on the Account Management page, and the Asset Accounts tab, you can perform several actions:

Adding an asset account

You can add an asset account with or without adding credentials and link to a master account. You can return to the asset account to add credentials later, if desired. To add an asset account:
  1. Click the Asset Accounts tab. The asset accounts list displays.
  2. Click
    New Asset Account
    in the upper-right corner.
  3. On the New Asset Account page, select a provider and fill in all required fields. Required fields are marked with an asterisk.
  4. Select a master account from the
    Select Existing Master Account
    dropdown list where applicable.
  5. Set the account to Active or Inactive by clicking the Status toggle.
  6. Click
    Create Account
    .

Failed validation

If any failed validations display, choose either
Save
or
Cancel
.
  • Clicking
    Save
    saves your work. A message displays the success or failure of your work.
  • Clicking
    Cancel
    returns you to the previous screen without saving.
On the New Asset Account page, click
View
underneath
Last Validation Results
. The
Validation Results
window displays the validation errors for you to review. This occurs at the end of most of the activities associated with asset account functions.

Adding an asset account with one or more credentials and testing the provider connection

To add an asset account with one or more credentials and test the provider connection:
  1. Click the Asset Accounts tab. The asset accounts list displays.
  2. Click
    New Asset Account
    .
  3. On the New Asset Account page, select a provider and fill in all required fields. Required fields are marked with an asterisk.
  4. Select a master account from the
    Select Existing Master Account
    dropdown list where applicable.
  5. Set the account to Active or Inactive by clicking the Status toggle.
  6. Click
    Create Account
    . A
    Success: Account Name has been successfully created. You may add credentials or link asset accounts
    alert is displayed.
  7. Scroll to the
    Credentials
    section, and click
    Add Credential
    .
  8. On the Add Credential page, fill in all of the fields. Required fields are marked with an asterisk.
  9. Set the account to active or inactive by clicking the Status toggle.
  10. In the Connect To [Provider] section, complete the fields (both are required).
  11. Test the provider connection and ensure validity.
    Click
    Test Connection
    . A message displays the test status of Success or Failure.
  12. Associate the asset credential with a business entity by selecting either
    Basic
    or
    Advanced
    . If selecting Advanced:
    a. Associate the credential with any business entity, as desired, by clicking the checkbox beside the entity name. If desired, click the checkbox beside
    Show Associated
    to display associated entities in a separate box from those that remain unassociated.
    b. Make selections from the corresponding dropdown lists.
    c. Click
    Add Entity Set
    . Clicking
    Remove
    will remove the entity set. Clicking
    Clear
    will undo your work.
    Removing an entity with dependencies also removes any other dependent entities.
  13. Click
    Add
    . The New Asset Account page displays the new credential.
  14. Repeat steps 5-13 as needed.

Viewing asset account details

To view asset account details:
  1. Click the Asset Accounts tab. The asset accounts list displays.
  2. Click the
    overflow menu
    next to the asset account line you want to view, and then select
    View Details
    . The asset account page displays the details for the asset account.
  3. To view credentials, scroll to the
    Credentials
    section, and click the
    overflow menu
    next to the credentials you want to view. The credentials display.

Editing an asset account and editing or removing asset account credentials

To edit an asset account or edit/remove the corresponding credentials:
  1. Click the Asset Accounts tab. The asset accounts list displays.
  2. Click the
    overflow menu
    next to the asset account you want to edit, and then select
    View Details
    .
    a. To edit asset account details, click
    Edit
    .
    b. To edit credentials, scroll to the
    Credentials
    section, click the
    overflow menu
    next to the credentials you want to view. The credentials you selected display.
  3. Make any adjustments as needed. You can change a master account here, as well as add, edit, or remove a credential and edit credential associations. See also Adding an asset account with one or more credentials and testing the provider connection, above.
  4. Click
    Save
    .

Deleting asset accounts

You can delete one or more asset accounts by choosing from the following:

Deleting a single asset account

To delete a asset account:
  1. Click the Asset Accounts tab. The asset accounts list displays.
  2. Click the
    overflow menu
    next to the asset account line you want to delete, and then select
    Delete
    .
  3. Confirm the deletion. A message displays the success or failure of your deletion.

Deleting multiple asset accounts

To delete multiple asset accounts:
  1. Click the Asset Accounts tab. The asset accounts list displays.
  2. Select the checkbox next to each of the asset accounts that you want to delete. The
    Delete
    button appears at the top of the list.
  3. Click
    Delete
    .
  4. Confirm the deletion. A message displays the success or failure of your deletion. A message displays the success or failure of your deletions.

Deleting all asset accounts

To delete all asset accounts:
  1. Click the Asset Accounts tab. The asset accounts list displays.
  2. Select the checkbox at the top of the list next to the
    Name
    column. The
    Delete
    button appears at the top of the list.
  3. Click
    Delete
    .
  4. Confirm the deletion. A message displays the success or failure of your deletion. A message displays the success or failure of your deletions.
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