1.4.3 General procedure for changing the user of a smart device

(1) General procedure for collecting the smart devices that are no longer in use

If you want to put the smart devices that are no longer in use back in stock, collect them when the planned date of collection arrives. Before collecting the smart devices from users, create a list of smart devices to be collected. Using the created list, collect the smart devices from users. After collecting the smart devices from users, update the hardware asset information.

Tip

In Planned Hardware Asset Status on the Summary Reports, you can check the number of smart devices that are due to be collected from users (smart devices whose Planned Asset Status is In Stock). You can also send a summary report by email.

Tip

To facilitate the collection processing, we recommend that you notify the users of smart devices to be collected in advance about the reason for collecting the device and the planned date of collection.

1. Create a list of smart devices to be collected.

Before collecting smart devices from users, create a list of smart devices to be collected. Export the hardware asset information whose Planned Asset Status is In Stock to a CSV file. Make sure that you export all the hardware asset information items that you need to collect the smart devices from users. For example, export Asset # that identifies each smart device to be collected, Department and Location that identify the locations from which to collect smart devices, and User Name, E-mail, and Phone that allow you to contact users.

Tip

When you export the hardware asset information items, sort them by Department and Location so that you can efficiently collect smart devices from users. To sort the hardware asset information items, click an item name in the operation view.

2. Collect the smart devices from users.

Use the exported list to collect the smart devices from users. If you are asking delivery companies to collect smart devices from users, give them the list and ask them to use the list when they collect the smart devices from users.

After collecting all the smart devices from users, check the collected smart devices against the information in the exported list to confirm that all the devices have been collected from users.

3. Update the hardware asset information.

After collecting smart devices from users, update the hardware asset information. In the Hardware Asset view of the Assets module, change the Asset Status of each collected smart device from In Use to In Stock. In addition, specify the location where the collected smart devices are stored in Location, and change Department and user information for the collected smart devices so that a system administrator is now in charge of these smart devices.

The collected smart devices are managed as in-stock devices.

Related Topics:

• 15.6.2 Setting recipients of summary reports

• 11.5 Exporting asset information

• 1.9.2 Maintaining hardware asset information

• 11.1.6 Changing the asset status

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(2) General procedure for preparing for redistribution of the collected smart devices to new users

To lend the collected smart devices to new users, initialize the smart devices, and then re-register them in the MDM system.

1. Identify the collected smart devices.

Based on the asset management numbers assigned to the collected smart devices, identify the collected smart devices in the Hardware Asset view of the Assets module. Use the filtering function to facilitate this processing.

2. Initialize the smart devices.

In the Hardware Asset view, click the Go to Device List button to display the Inventory module. Then, from Action, select Initialize Smart Device.

To retain the smart device information in JP1/IT Desktop Management 2, clear the Delete initialized smart device information check box in the displayed dialog box, and then initialize the smart devices.

Tip

When the smart device is initialized, the agent program for the MDM system is also removed from the smart device.

3. Delete the smart device information from the MDM system.

In the MDM Linkage Settings view of the Settings module, click the host name of the MDM server of the MDM system that is linked with JP1/IT Desktop Management 2, and then log in to the MDM system. In the MDM system, delete the applicable smart device information.

4. Re-register the initialized smart devices in the MDM system.

Re-register the initialized smart devices in the MDM system. Install an agent program for the MDM system on each smart device, and then apply the MDM system policy to the smart devices.

Tip

After you re-register the smart devices in the MDM system, the MDM system collects the smart device information. At this time, the device information is updated.

Preparations for redistribution of the collected smart devices to new users are complete.

Related Topics:

• 6.31 Resetting a smart device

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(3) General procedure for distributing smart devices to users

By applications of smart device usage, determine users to which you distribute the smart devices managed by JP1/IT Desktop Management 2. First create a list of smart devices and the corresponding users, and then distribute the smart device to each user according to the list.

1. Accept an application for using a smart device submitted by each user.

Ask users submitting an application for using a smart device to provide user information that is necessary to manage smart devices. Collect the following information from users:

• Department

• Location to which to distribute the device

• User name

• Email address

• Phone number

2. Identify the available smart devices.

In the Hardware Asset view of the Assets module, identify smart devices whose Asset Status is In Stock. Use the filtering function to facilitate this processing.

3. Change user information.

In the Hardware Asset view of the Assets module, click the Change Status button to change the user information of smart devices. In addition, change the status of the smart devices under Asset Status to In Use.

4. Create a list of smart devices to be distributed.

Before distributing smart devices to users, create a list of smart devices to be distributed. Export the hardware asset information of smart devices to be distributed to a CSV file. Make sure that you export all the hardware asset information items that you need to distribute smart devices to users. For example, export Asset # that identifies each smart device to be distributed, Department and Location that identify the locations to which to distribute smart devices, and User Name, E-mail, and Phone that allow you to contact users.

Tip

When you export the hardware asset information items, sort them by Department and Location so that you can efficiently distribute smart devices to users. To sort the hardware asset information items, click an item name in the operation view.

5. Distribute smart devices to users.

Using an exported list of smart devices, distribute smart devices to appropriate users. If you are asking delivery companies to deliver smart devices to users, give them the list and ask them to use the list when they deliver the smart devices. By having users put their signatures on the list when they receive a smart device, you can confirm later that the smart devices have been delivered to all destinations.

After distributing smart devices to users, start managing them by using JP1/IT Desktop Management 2. When new tasks arise, update the hardware asset information as necessary to keep it up to date.

Related Topics:

• 11.5 Exporting asset information

• 1.9.2 Maintaining hardware asset information

• 11.1.6 Changing the asset status

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