Spider 6.3 User Manual

jborchers · ‎Aug 07, 2019

Download the Spider 6.3 User Manual here.

Table of Contents

Introduction
- What is new in 6.3
- What is new in 6.2
Basics
- Login
  - Active Directory Login
  - Change password
  - Change language
- Structure of the home page
  - Spider Asset home page
  - Spider Licence home page
  - Spider COntract home page
  - System
  - Favorites
  - Dashboards
- Backstage
  - User preferences
- Legal entities
- OneSearch: Indexed Search
- Search forms
  - Search on the object level
  - Search functions
  - Search filter
  - Global filters
  - The search results
  - Save a search (My queries)
  - Data export
- Bulk operations
  - Bulk changes
  - Bulk import
IT Management with Spider Asset
- Glossary of terms
  - Asset
  - Asset model
  - Software/Software shopping cart
  - Software assignment
  - Status management
  - Status sequences
  - Location/Location tree
  - Function unit
  - Relationship
  - Software recognition
- Data sources
- Asset management
  - Create assets
  - Assign legal entity
  - Edit assets
  - Structure view
  - Navigation
  - Manage software of the asset
  - Asset templates
- Function units
  - Create function unites
  - Assign legal entity
  - Edit function units
  - Structure view
  - Navigation
  - Asset assignment
  - Employee assignments
  - Manage relationships
- Software recognition
  - Functions at the asset
  - Result overview and settings
  - Status of the SDC connections
- Manual software management
  - Software/Software shopping cart
  - Software assignments
  - Active Directory groups based Software assignments
- License metrics procedures (LMP)
  - LMP Overview
  - LMP Details
  - LMP Aktivieren/Deaktivieren
- Metering
  - Software meterings for the Software object
  - Detailed metering evaluation
  - Software metering for the Asset object
  - Metering dashboard
- Asset master data
  - Delivery notes
  - Locations
License management with Spider Licence
- Glossary of terms
  - License metric
  - Product version
  - Product
  - License
  - License type
  - Maintenance
- License management
  - Create licenses
  - Assign legal entity
  - Edit licenses
  - Navigation
  - The license allocation ribbon
  - License key
- Maintenances
  - Create maintenance
  - Navigation
  - Assign legal entity
  - The Products ribbon
  - The Licences ribbon
  - Maintenance wizard for updating licenses
  - Subdividing a license
  - Article change wizard
- Manufacturer
  - Edit manufacturers
  - Create manufacturers
- Product catalog
  - Selection of the products
  - Selection of manufacturers
  - Selection of the language
- Manage products
  - Create products
  - Edit products
  - Compliance ribbon
  - The Product versions ribbon
  - Installations ribbon
  - The Maintenance ribbon
  - Navigation
  - Structure view
- Product versions
  - Create product versions
  - Edit product versions
  - Compliance ribbon
  - The Licenses ribbon
  - Installations ribbon
  - Navigation
  - Software product version assignments
  - Product version change wizard
- Software inventory
  - License-relevant data
  - Data maintenance
- Oracle inventory data
  - Oracle Dashboard
- Product groupings
  - Create product groupings
  - Edit product groupings
  - COmpliance ribbon
  - Navigation
  - Manage product assignments
- Compliance evaluations
  - Manufacturer compliance
  - Product compliance
  - Product version compliance
  - Product grouping compliance
  - Compliance dashboard
Contract Management with Spider Contract
- Glossary of terms
  - Contract
  - Contractual parties assignment
  - Contract subject/attachment
  - Contractual parties
  - Reference objects
  - Status management
  - Status sequences
- Contracts
  - Create contracts
  - Assign legal entity
  - Edit contracts
  - Navigation
  - Contract structure / Structure view
  - Contractual parties assignment
  - Contract subjects/attachments
  - Navigation
  - Tasks
  - Notes
  - Invoices
- Contractual parties
  - Create contractual parties
  - Edit contractual parties
  - Navigation
  - Contracts ribbon
  - Legal succession
  - Contact
  - Addresses
- Reference objects
  - Create reference objects
  - Edit/delete reference objects
  - Contract - Reference object assignment
  - Navigation
- Employee Change Wizard
General functions
- Document files
  - Manage folders
  - Upload documents
  - Show documents
  - Edit the document
  - Version management
  - Full text search
- History
  - Overall
  - Comparison view
  - Field changes
  - Cost center history
  - Status History
- Reminder
  - Create reminders
  - Edit reminders
- Print
- Automated E-mail reports
Report center
- Reports
  - Show and filter reports
  - Filter conditions
- Advanced search
  - Loading a search query
  - The search result
  - Settings ribbon - Customize search queries
  - Creating new search queries
  - Saving search queries
  - Publish and authorize search queries
- Charts
  - Overview
  - Charts view
Master Data
- Cost centers/Cost center master
  - Edit cost centers
  - Create cost centers
- Employees/Employee master
  - Edit employees
  - Create employee
- Legal entities
  - Edit legal entities
  - Create legal entites
  - Structure of legal entities
  - Authorize legal entities
  - Move legal entities
- Selection lists
  - Search in selection lists
  - Edit entries for the selection list
  - Create entries for the selection list
User management
- Users
  - Editing users
  - Create users
  - Assign Active Directory
  - Manadators ribbon
  - Roles ribbon
  - Forms ribbon
- Password rules
  - Edit password rules
  - Translations ribbon
  - Test cases ribbon
  - Create password rules
  - Test cases
  - Edit test cases
  - Create test case
  - Test password rules
  - Navigation
- User roles
  - Edit user roles
  - Forms ribbon
  - Users ribbon
  - Active Directory groups ribbon
- Documentation entries
- Active Directory
- System messages