Documentation Manager - Prerequisites

To populate Domain information:

1. Navigate to the Domains area via the main menu. This can be accessed via the Company Vault or Clients:



2. Ensure the correct client is selected in the Client dropdown at the top of the screen. Click the + Add Domain button.



3. Enter a name for the Domain Tracker.
4. Enter the Domain Name to be tracked.



5. Click Preview to view the gathered DNS detail and WhoIs information for the domain to verify it is accurate. Passportalwill pull all relevant information and will continue to update this once a day



6. You can link other items although this will happen naturally as you complete the Apps & Services section or add Tags for easier searching.



7. Click Save to finish.
8. You can also refresh the information anytime from the domain list the Actions menu by selecting Refresh.

To populate SSL Certificates:

1.   Navigate to the SSL Certificates area via the main menu. This can be accessed via the Company Vault or Clients:



2. Ensure the correct client is selected in the Client dropdown at the top of the screen. Click the + Add SSL Certificate button.



3. Enter a name for the SSL Certificate.



4. Enter only one of the following:
   • Certificate Host URL.
   • The PEM encoded certificate.



5. Click Preview to view the gathered details to ensure they are as expected.



6. Enter the Certificate Details as required.



7. You can link other items although this will happen naturally as you complete the Apps & Services section or add Tags for easier searching.
8. Click Save to finish.



9. You can also refresh the information anytime from the domain list the Actions menu by selecting Refresh.

Assets appear on nearly every page so having a good start here will serve you well throughout the rest of the product. An Asset is any device, from Printers, Domain Controllers, Servers, Firewalls, Switches, to any other device you need a record of.

There is a Generic Asset Template to aid you recording device details. You can create custom asset templates to help ensure a standardization of recorded details for different device types. For further information on custom templates please see: Using and Managing Document Templates in Documentation Manager.

To record asset details:

1. Navigate to the Assets area via the main menu. This can be accessed via the Company Vault or Clients.



2. Ensure the correct client is selected in the Client dropdown at the top of the screen. Click the + Create Generic Asset button.
   • If you have created custom templates for assets, click the + Add Assets button to see a dropdown menu of available asset templates to select from.
   • The + Create Generic Assetoption is used for the remainder of this section of the guide.





3. Enter the Asset Title.



4. The Generic Asset Template contains various sections to record the asset information. Enter the asset details for each section. (These sections may be different if using a Custom Template).
   • Asset Information:

   

   • Purchase Information:

   

   • Location Information:

   

   • Device Information:

   

5. You can link other items although this will happen naturally as you complete the Apps & Services section or add Tags for easier searching.
6. Click Save to finish.

Vendors are available across all clients.

To add a vendor:

1. Navigate to the Vendors area via the main menu. This can be accessed via the Company Vault or Clients.



2. Click the + New Vendor button.



3. Enter a Title and populate the vendor details in the appropriate fields.



4. You can link other items although this will happen naturally as you complete the Apps & Services section or add Tags for easier searching.
5. Click Save to finish.

Licenses are available across all clients.

To add a License:

1. Navigate to the Licensing area via the main menu. This can be accessed via the Company Vault or Clients.



2. Click the + Create Licensing button.



3. Enter the License Title.



4. Select the Manufacturer from the dropdown menu (which is populated with your added Vendors).



5. Enter the remaining License details.



6. You can link other items although this will happen naturally as you complete the Apps & Services section or add Tags for easier searching.
7. Click Save to finish.