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User Guide
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Chapter: Wizards and Dialogs
(Codenica Audit & Codenica Inventory)

Wizards and dialog boxes in both applications support modifications to their width and height, and they remember their most recent size. Also, some internal controls are embedded in split containers that allow the panel size to be changed. Wizards are provided with a HELP button and link that allow you to go directly to the relevant chapter of the user guide and a particular section describing a given dialog box or wizard. Depending on the context, the term "object" used below refers to inventory or audit objects, i.e. to users, hosts, IT-Sets, hardware, licenses, software, and consumables.


 
Object Properties
 
The Properties dialog box of an audited and inventoried object
 

The Properties dialog box is the basic tool for editing an object. It can be called by selecting the Properties (ALT+Enter) option from the context menu when an object is selected in a manager tree, any list view, or detailed report. You can also set the Properties dialog box to open by default by double-clicking a selected object. Double-click behavior is configured with the following option in program settings:
Settings > General > Double-Clicking an Object Opens »

The Object properties dialog box consists of three tabs shown in the screenshot above
(the host Properties dialog box in Codenica Audit has a fourth tab: Alerts)

1.) Properties tab - Allows you to edit the values of specific object properties. You can move between successive properties in this tab with the Tab key. The list of prompts is expanded with the Alt+Down shortcut (applies to properties that support prompts) or by clicking at the end of a given field. Buttons with three dots allow you to interact directly with a given value (e.g. go to application settings, where the value can be customized).

 

Customizing the Properties Control

• Enable / Disable Properties - If the number of offered properties for a given object is excessive and some of them are not used, they can be disabled using the option:
Settings > Object Properties »

• Specify the List of Prompts - Some properties support lists of prompts (called with the ALT+Down shortcut) that can be narrowed down, depending on other selected properties (e.g. a list of manufacturers for the hardware in the printer category may display only printer manufacturers, etc.).
Settings > General > Specify Prompts in the Properties Dialog Box

• Verify Identifier Uniqueness - The application can verify whether such properties as ID, inventory number, and barcode are unique in collections of objects. Their status (unique property or not) is symbolized with the displayed icons. You can customize the verification mechanism by selecting the option:
• Do not check uniqueness - Verification icons will not be displayed.
• Check uniqueness within object collection - The application checks whether values are unique only within the scope of the same types of objects (e.g. for hardware - only in the collection of hardware, etc.).
Check uniqueness within all collections - The application checks whether values are unique in the group of all objects.
To customize the identifier uniqueness verification option, use the option:
Settings > General > Verification of Uniqueness of Identification Values

 

2.) Related Objects tab - Allows you to establish and remove relationships with other objects and to edit the values of related objects.

To learn more about relationships between objects in an inventory or audit, read the description of object characteristics (strongly recommended!):
• Object-oriented audit structure in Codenica Audit »
• Object-oriented inventory structure in Codenica Inventory »

3.) History tab - Allows you to view history logs created for a given object. The generation of logs can be configured (only in Codenica Inventory) using the following settings:
Settings > Object History »

4.) Alerts tab (only in Codenica Audit) – Allows you to view alerts created during audit. Alerts can be configured using the following settings:
Settings > Audit > Scanning: Alerts »

Each tab in the Properties dialog box for an object has a small toolbar at the top. The buttons available on the toolbar depend on the active tab and have icons indicating their functions. There are buttons for opening application settings, saving object data to an XML template, loading data from an XML template, defining settings for grouping, data sorting operations, and data search options.

 
 
Object Selection
 
Selection of objects in an IT inventory and audit

The object selection dialog box creates a list of elements of a given type using the object caption mechanism, which can be configured according to individual preferences with the following settings:
Settings > Object Caption »

To select a number of elements (if allowed), use the standard Windows selection method, using the CTRL or SHIFT keys. You can select all objects with the CTRL+A shortcut.

Directly under the list, there is a quick filtering feature that allows you to filter elements by a specific category. To perform precise object filtering, select the filter icon in the dialog box toolbar.

See the description of the data filtering feature »

The Selection dialog toolbar also lets you go directly to the application settings and search for elements in the list. The sigma icon indicates all objects in the list, and the number in parentheses in the column description referring to the number of selected elements.

 
 
New Object Wizard
 

Depending on object type, the appearance of the New Object Wizard may differ. Objects entered into an inventory based on purchase documents (IT-Sets, hardware, software, or licenses) are handled in the wizard that lets you add a corresponding purchase document together with a required relationship. Objects that do not require a purchase document (users, suppliers, and warranties) are handled in a wizard that is better adapted to how they are introduced in the wizard. Both types of wizards are described below.

• New Object Wizard > Objects with Purchase Document

Adding objects to an IT inventory and audit
 

To launch the New Object Wizard, select the New option in the main menu for an object type (e.g. Menu > IT-Set) or in the object's context menu. Because the wizard is split, you can modify the size of the entire wizard and also the width of the main controls embedded within it. (The size of the internal controls is modified with the central vertical split line between the main controls.)

 

Customization of the Properties Control (left-hand side of the wizard) is described in section:
Object properties »

List of Objects - The list on the right side of the wizard displays objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of each of the two main controls.

 

Purchase document - The purchase data should be entered in the Properties control located in the left part of the wizard. The Load Purchase Document button allows you to enter new objects referred to in a purchase document that already exists in the inventory (e.g. when a data input process is continued after a break). The Related Objects tab for a purchase document displays objects related to the document that are already included in an inventory.

Adding an Object - To add an object to an inventory, use the New button located above the list of new objects (the right side of the wizard).

Amount Modification - To modify the number of objects being added to an inventory based on a newly-added object, click within the Amount Column for a specific list record or use the F2 key (when the selected record in the list is highlighted). The Up and Down keys increase/decrease the edited number, the Enter key confirms a modification, and the ESC key cancels a modification.

Editing an Object - To open the Properties dialog box for a new object, double-click it or use the ALT + ENTER shortcut (when the object is selected in the list). You can also use its context menu or the Edit button located above the list on the right side of the wizard.

Deleting an Object - To delete an object that is being added to an inventory from the list in the right side of the wizard, use the DELETE key (when focused on the list), its context menu, or the Delete button located above the list.

Establishing Relationships - Relationships to other objects can be established when creating new objects using the options available in the Related Objects tab, which is visible when an object is in edit mode. However, if objects are related at this stage, some entries into the history of this action will not be generated.

Warranty Document - Warranty documents should be added at the final stage of wizard operation, when all newly-added objects are already in the list on the right. You can add one warranty for all objects using:

Warranty > Assign > For all objects

or multiple different warranties for selected objects

Warranty > Assign > For selected objects

• New Object Wizard > Users, Suppliers, Warranties

Adding objects of an IT inventory and audit
 

Customization of the Properties Control (right-hand side of the wizard) is described in section:
Object properties »

List of Objects - The list on the left side of the wizard displays objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of each of the two main controls.

 

Adding an Object - To add an object to an inventory, use the New button located above the list of new objects (the left side of the wizard) or use the INSERT key (with focus on the list).

Editing an Object - To edit an object that is being added to an inventory in the right-hand Properties control, select it in the list (left side of the wizard). Multiple objects can be edited simultaneously by selecting them in the list with the mouse and the CTRL or SHIFT keys. The CTRL+A shortcut selects all objects in the list (if focus is on the list).

Deleting an Object - To delete an object that is being added to an inventory from the list in the left side of the wizard, use the DELETE key (when focused on the list), its context menu, or the Delete button located above the list.

Establishing Relationships - Relationships to other objects can be established when creating new objects using the options available in the Related Objects tab, which is visible on the right side of the wizard when an object is in edit mode. However, if objects are related at this stage, some entries into the history of this action will not be generated.

 
 
Edit Object Wizard
 

The Edit Object Wizard is launched for a selected type of objects (IT-Set, hardware, software, license, etc.) using the Edit option in the main menu for a given object type or using the Edit more... (ALT+E) command in the object's context menu. In the second case, the wizard automatically searches and selects the object from the context menu from which it was called. The editing wizards below allow values to be modified simultaneously (!) for any number of selected objects.

Editing Multiple Objects

Editing objects of an IT inventory and audit
 

Customization of the Properties Control (right-hand side of the wizard) is described in section:
Object properties »

List of Objects - The list on the left side of the wizard displays objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of each of the two main controls.

 

Editing an Object - To edit an object in the right-hand Properties control, first select it in the list (left side of the wizard). Multiple objects can be edited simultaneously by selecting them in the list with the mouse and the CTRL or SHIFT keys. The CTRL+A shortcut selects all objects in the list (if focus is on the list).

Establishing Relationships - To establish a relationship to another object, use the Related Objects tab in the right-hand control of the wizard when an object is in edit mode.

Editing Related Objects

 

Customization of the Properties Control (right-hand side of the wizard) is described in section:
Object properties »

List of Objects - The list on the left side of the wizard displays objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of each of the two main controls.

 

The wizard looks and operates like a typical editing wizard, as described in the section above. The difference is that, after selecting an object in the list on the left side of the wizard, it is not the selected object but an object related to it (depending on the context) that is loaded on the right. Example: When you select the option for editing purchase documents assigned to software, the list on the left contains software. When a piece of software is selected in the list, the control on the right displays the related purchase document.

 
 
Edit Event Wizard
 

The Edit Event Wizard allows you to modify a generated event entry in the history. Only the Event Date and Event Comments can be edited. To start editing an event entry, first display the Event list (history) using:
• Codenica Inventory: Menu > Aggregate lists > Event list (history)
• Codenica Audit: Menu > Audit > Aggregate lists > Event list (history)
Then, select the Edit (ALT+Enter) option from the context menu for a particular event

 
 
Relationship Assignment Wizard
 
Establishing relations - IT audit and inventory in a company
 

To launch the Relationship Assignment Wizard, select the Assign option in the main menu for a particular object type (user, IT-Set, hardware, software, license, or consumable) and indicate the type of object to be related. Relationships between objects can also be established outside the wizard, using Assign Option from the object's context menu.

 

List of Objects - Both selection lists display objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of each of the two main controls.

 

To establish a relationship between objects, select the first object (one or more, depending on the relation type) in one list, and then drag and drop it onto a target object in the other list. If a particular relationship type allows multiple objects to be moved, it will be possible to select multiple objects simultaneously in the relevant list. To select multiple objects, use the CTRL or SHIFT keys. The CTRL+A shortcut selects all objects in a list.
Handling the Object Selection Control »

You can perform as many operations on objects as needed before finishing the work with the wizard. All the operations will be remembered and performed in the selected order when you click the Finish button.

 
 
Relationship Removal Wizard
 
Removing relations - IT audit and inventory in a company
 

To launch the Relationship Removal Wizard, select the Disconnect option in the main menu for a particular object type (user, IT-Set, hardware, software, license, or consumable) and indicate the type of object to be disconnected. Relationships between objects can also be removed outside the wizard, using the Disconnect option from the object's context menu.

 

List of Objects - Both selection lists display objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of each of the two main controls.

 

To remove a relationship (or disconnect objects), first select the source object in the list on the left side of the wizard. Once the source object is selected, the right list in the wizard will be populated with related objects of a given type (depending on the type of launched wizard). Then, an object specified to be disconnected should be selected in the list on the right. Once the object is selected, it can be dragged and dropped onto the recycle bin image, or you can press the DELETE key to delete a relationship. (Only the relationship is deleted, while the object remains in place.) To re-enable the selection list on the left side of the wizard, deselect any selected objects in the list on the right.

If a particular relationship type allows multiple objects to be moved, it will be possible to select multiple objects simultaneously in the relevant list. To select multiple objects, use the CTRL or SHIFT keys. The CTRL+A shortcut selects all objects in a list.
Handling the Object Selection Control »

You can perform as many operations on objects as needed before finishing the work with the wizard. All the operations will be remembered and performed in the selected order when you click the Finish button.

 
 
Delete Wizard
 

To launch the Delete Wizard, select the Delete option in the main menu for a particular object type (user, IT-Set, hardware, software, license, or consumable). Objects can also be removed outside the wizard, using the Delete option from the object's context menu.

Depending on the application, the delete wizard can consist of one or three controls.

In Codenica Audit, the delete wizard has just one object selection control.
Handling the Object Selection Control »

In Codenica Inventory, the delete wizard consists of the following three controls:
(It covers deleting IT-Sets, hardware, software, licenses, and consumables.)

• Object Selection Control - Handling the Object Selection Control »
• Event Editing Control - Handling the Event Editing Control »
• Print Form Control - Handling the Print Form Control »

 
 
Object Property Synchronization Wizard
 
Data Synchronization
 

The Object Property Synchronization Wizard allows you to apply the same value to a selected property of the main object and to all objects that are directly related to it. This functionality let you assign the same status to a IT-Set and to the hardware and software assigned to it. Due to its role, this wizard is available only for two main object types, namely: user and IT-Set.

To launch the Object Property Synchronization Wizard, select the Synchronize Properties option from the main menu for a particular object type (user or IT-Set) or use the object's context menu and select the same option.

 

List of Objects - The list on the left side of the wizard displays objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of the object selection control.

 

To synchronize property values, first select the main object in the selection control on the left side of the wizard. To select multiple objects, use the CTRL or SHIFT keys. The CTRL+A shortcut selects all objects in a list.
Handling the Object Selection Control »

When a main object (multiple objects allowed) is selected in the selection list on the left side of the wizard, select a property to be synchronized and its value in the top part of the control in the right section of the wizard. The next stage consists in checking related object types, for which the indicated value will be introduced into the synchronized property. The synchronization function is launched by clicking the Synchronize Properties button. When working with the wizard, you can perform any number of synchronizations, since modifications will not be entered until you click the Finish button.

 
 
Object Template
 

An object template can be used for adding or editing objects. To save an object that exists as an XML template in an inventory database, select the Other > Save to Template option from the object's context menu. To create an XML template for an empty object to be populated with data from scratch, select the Other > Object Template option from the main menu of a particular object type (e.g. Menu > IT-Set). A template is created in the object Properties dialog box that has only one tab (no relationships or history).
See the description of the object properties dialog box »

 
 
Add Term Wizard
 
Inventory Term
 

To launch the Add Term Wizard, select File > Schedule > Add Term from the main menu or select the button with the new term icon in the Scheduler's toolbox panel. You can also use the context menu of any object that supports terms and select the Manage > Add Term option. In addition to displaying the wizard, this action will also place the called object in the list of objects related to the term on the right side of the wizard.

 

Customization of the Properties Control (left-hand side of the wizard) is described in section:
Object properties »

List of Objects - The list on the right side of the wizard displays objects based on their Object Captions, which can be configured according to individual preferences using the settings:
Settings > Object Caption »

Settings - To open the program settings dialog box from the wizard, use the "Tools" button at the top left of each of the two main controls.

 

Term Data - Term data should be added using the property control on the left.

Relating a Term to Objects - To relate a term to objects in an inventory, check The term concerns objects, which will enable the list of objects on the right. To add an object, select the Add button located above the list of objects (the control on the right) or use the list's context menu. The relationship between a term and an object is removed once it is removed from the list (the control on the right). It can be done with the DELETE key (focus must be on the list), with its context menu, or with the Delete button located above the list.

 
 
Term Management Wizard
 
Schedule term management in an IT inventory and audit
 

To launch the Term Management Wizard, select the following option:
Menu > File > Schedule > Manage Terms

With the New, Edit, and Delete buttons, you can call the corresponding functions for handling terms. The wizard's Manage menu lets you quickly edit all terms by applying the following functions:
• Update Terms - Analyzes objects in an inventory database and automatically creates missing terms (license expiration, warranty expiration, etc.)
• Delete All Expired - Removes all the terms that have already expired.
• Set expired status to ... - Sets the selected status to all expired terms

The list of terms supports data search and filtering.
See the description of the data filtering feature »

The controls grouped under Edit Properties of Selected Objects allow you to simultaneously modify values in all selected term properties. To perform this modification, first select the terms in the list that need to be modified. Then, select the name of the modified property and type in a new value. Once you click the Apply button, the modification is applied to all selected terms. The Show Only New or Changed option applies an additional filter to terms, while displaying only the terms that the user has just added or modified.

 
 
Repair, Service, Maintenance and Upgrade Wizards
 
Repair, service, maintenance and upgrade in an IT inventory
 

Repair, service, maintenance, and upgrade wizards make the group of four wizards responsible for registering inventoried activities. The Repair Wizard is exclusively for IT-Sets, hardware, and consumables, while the other wizards are available for all types of inventoried objects (except the user object). You may decide the category of inventoried activities in which to classify events in a company and inventory them according to such classification. Depending on their type (repair, service, etc.), wizards contain a group of properties characteristic for a given activity.

Repair is the only inventoried activity that can result in a change of the status of objects under repair. A repair may take time and result in removing objects from their place of use. You are informed about this by a changed object status. You can configure the rules for status changes with the Principles of Status Changes for Objects button. To carry out another repair on the same object, remember to complete any existing repair first. (The application will not allow the next repair to be registered for a given object before the previous repair is completed).

All the four types of inventoried activity wizards consist of analogous controls (differing only in the manner of describing a given activity, which is reflected by the corresponding fields).

1.) Control: Select Objects - Handling of the Object Selection Control »

2.) Control: Complement data - (visible in the above illustration in the Repair wizard) Responsible for introducing the data of an inventoried activity (repair, service, maintenance, and upgrade). The left side is responsible for identifying data, while the right side allows you to add detailed information on the process itself (description of a failure, repair, etc. – the fields differ, depending on the type of activity).

To add or delete objects affected by a registered activity from this control, use the "Add" and "Delete" buttons located in the top right corner.

To apply different descriptions to different objects (individual descriptions of a repair, service, maintenance activity, and upgrades) inside the same inventoried activity, select the required object in the Description Refers to Object combo box located at the top right corner of the right control. The Common Description option introduces the same inventoried activity data into all objects to which it is applied.

3.) Control: Enter Update of Object Values - After entering the data for inventoried activities, you can then update selected object values, for which inventoried activities were performed. For instance, the software version can be updated after an upgrade, etc.

4.) Control: Customize appearance of print Form - The final step consists of printing the form on an inventoried activity. (This can also be skipped by selecting the Skip print form now option.) You can use a custom print template (recommended) in the Print Template field or print forms separately for each object (if there is more than one) using the Print in Separate Forms option. To learn more about the Print Form wizard, read section:
Print Form wizard »

 
 
Related File Management Wizard
 
Related files in a IT audit and IT inventory
 

To launch the Related File Management Wizard, select the following option:
Menu > File > Related Object Files

New Mapping - Using the Relation Type and New Folder fields, indicate the path to a new folder for related files of a given type (the button with a folder icon) and select the "Add" button to add the new path, containing the related folder, to the list.

Copying of Files - If the Copy files to new locations option is checked, files from the old folder will be copied to a new location.

 
 
History Record Management Wizard
 
Managing history logs in IT inventory and audit
 

To launch the History Record Management Wizard, select the following option:
Menu > File > Manage Entries (history) >...

With the Edit, and Delete buttons, you can call the corresponding functions for handling history entries.

The list of history entries supports data search and filtering
See the description of the data filtering feature »

The controls grouped under Edit Properties of Selected Objects allow you to simultaneously modify values in all selected history entities. To perform this modification, first select the items in the list that need to be modified. Then, select the name of the modified property and type in a new value. Once you click the Apply button, the modification is applied to all selected items.

 
 
Import
 
Data import – IT audit and PC inventory

The import dialog box supports different data sources, depending on the type of imported objects. You can import hosts (Codenica Audit), users (Codenica Audit and Codenica Inventory), and licenses (Codenica Audit). To launch the import dialog box, select the Import option from the main menu for the imported object type (host, user, or license).

Currently supported import sources:
Active Directory
Microsoft Excel
Another audit (Codenica Audit)
An inventory in Codenica Inventory

Once an import source is selected and connection details are configured, click the Collect Objects button to populate the list on the right side. When importing from an inventory (from Codenica Inventory) or another audit, you can also specify related objects to be imported. When populating the list on the right, the application will skip the objects that already exist in the current inventory or audit database. To skip importing some objects that in the list on the right, remove them with the DELETE key or the Delete button.

 
 
Barcode Generator
 
Barcode generator, inventory and audit

The Barcode Generator dialog box supports the design and printout of simple labels with barcodes for any object in an inventory or audit, which should be marked with labels (IT-Sets, hardware, software, licenses, and consumables).

To open the Barcode Generator dialog box, select Menu > File > Barcode Generator or use the object's context menu and select the Other > Barcode option.

 
 
Used Identifiers
 
ID, inventory number and barcode in IT inventory

The dialog box allows used identifiers (ID, Inventory Number, Barcode) to be comprehensively verified.

To launch the dialog box, select the following option:
Menu > File > Used Identifiers.

After selecting an identifier type and an object type, select the identifier in the top list. The bottom list displays the list of objects that use this identifier. Objects from the bottom list can be edited at this stage to correct their data that will be saved by confirming actions performed in the dialog box with the OK button. Both lists support searching.

 
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