Managing Assets with XTAM Records

You have your folder hierarchy, designed and built your record type hierarchy and now it is time to create records to manage your assets.

When creating records, keep these concepts in mind:

• Can the use of a reference account be used to minimize configuration and task execution?

• Can I make use of the Import function to quickly populate records from CSV files or other connection management and PAM products?

• Which folders should they reside in? Be conscious of inherited folder permissions or workflows when choosing this location.

• Which record types should be used? Remember record types use inheritance for tasks, formulas and command controls policies, so these objects will automatically be applied and could also be executed automatically.

• Should all users be able to create new records? Only users with Owner permission to a folder are permitted to create new records within it.

It is important to remember the principles of inheritance on both folders and types when creating new records. If forgotten or misunderstood, you could unintentionally share an asset with a user.