Configure End User Devices

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Complete these steps to start using End User Devices:

Install the End User Devices component

  1. Create a Project in TBM Studio.
  2. Navigate to Project > Enable Features and verify that Templates and Modules (Beta) is enabled by the Apptio Support Admin or Apptio CSM.
    Note: For versions R12.10.0 to R12.10.7, the Templates and Modules (Beta) option should be enabled. Once this option is enabled, you should be able to install the component 'End User Devices'. From R12.10.8 version onwards, End User Devices is GA and this component is available without any feature enablement.
  3. Navigate to Project > Components, scroll down to the list of Available features, and install End User Devices in the project.
    • For date format(dd/MM/yyyy) customers, go to edit Project settings and make sure “Locale” is set to “United Kingdom”.
    • For date format(MM/dd/yyyy) customers, go to edit Project settings and make sure “Locale” is set to “United States”.
  4. There are primarily three data sets needed for configuring End User Devices. Prepare your data in tabular form for the following tables in your project:
    • Active Directory data
    • Labor Data
    • End User Devices Data
  5. Map these tables to the following master tables. For more information, see Upload data and Map Columns.
Created table Master table (present under Tables)
Active Directory data EUI Active Directory Master Data
Labor data EUI Labor Master Data
End User Devices data End User Device Input

The following tables are created automatically when the component is installed, and can be seen under the Tables list:

  • Device EOL and EOW Term Input
  • Device Estimate Refresh Cost Input
  • End User Device In Stock Status Definition Input
  • End User Device OS Version Reference Input
  • End User Exemption Input

You must upload data to these tables. For more information, see Upload data.

Note: Upload data to the input master tables when there are changes or when there is a monthly update. This ensures that reports are accurate.

Component Details

Table Name Type
ACTIVE DIRECTORY Input Table (Table to be created and data to be uploaded)
END USER DEVICES Input Table (Table to be created and data to be uploaded)
LABOR DATA Input Table (Table to be created and data to be uploaded)
Device EOL and EOW Term Input Input Table
Device Estimate Refresh Cost Input Input Table
End User Device In Stock Status Definition Input Input Table
End User Device OS Version Reference Input Input Table
End User Exemption Input Input Table
Device EOL and EOW Term Master Table
Device Estimate Refresh Cost Master Table
End User Device In Stock Status Definition Master Table
End User Device OS Version Reference Master Table
End User Exemption Master Table
End User Insights Master Data Master Table
End User Device Input Master Table
EUI Active Directory Master Data Master Table
EUI Labor Master Data Master Table
End User OS Version Reference Master Table
EOL EOW Reporting Sort Sequence Reference/Lookup Table
EOL And EOW Period Helper Reference/Lookup Table
End User Age Range Tablematch Reference/Lookup Table
Report Sequence Reference/Lookup Table
End User Insights Pre Master Staging Normal Table/Transition Table
End User Insights Pre Master Data Normal Table/Transition Table
End User Insights Editable Reference Transformed Table
Tip: End User Devices supports multicurrency.

Configure settings for End User Devices model

  1. Create input tables and upload the data on a regular basis (preferably monthly) and map all the data as required to existing master tables. See Install the End User Devices component for more information.
  2. Map the labor and directory data in EUI Labor Master Data and EUI Active Directory Master Data respectively. See Install the End User Devices component for more information.
  3. Configure your input tables to master tables using the formulas listed below. If the Formulas step is not displayed, add it using the Add Step option.
    Tip: The formulas listed below are reference data only. You can update the formulas according to your specific data and industry standards.
    For customers with date format of dd/MM/yyyy
    • Update the following column for Active Directory:
      Column Name Type Format Formula
      Last Logon Timestamp Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")
    • Create and update the following columns for End User Devices:
      Column Name Type Format Formula
      Business Unit Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Business Unit)
      Business Unit Owner Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Business Unit Owner)
      CC Check Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center)
      Cost Center Label =IF({CC Check}!="",Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center Description)&" ("&Lookup(Employee ID,ACME LAB,Employee ID,Cost Center)&")","")
      Cost Center Owner Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center Owner)
      Department Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center Description)
      Device Count Numeric =1
      In Stock Inventory Label =Lookup(Inventory Status,End User Device In Stock Status Definition,In Stock Status List,In Stock Status List)
      OS Label =Lookup(Asset ID,EUI Active Directory Master Data,Asset ID,OS)
      OS Version Label =Lookup(Asset ID,EUI Active Directory Master Data,Asset ID,OS Version)
      Source Table Label ="End User Devices Raw"
      User Name HR Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Employee Name)
      Acquired Date Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")
      End of Life Date Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")
      Refresh Date Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")
      User Name Label =if($_!="",$_,If({User Name HR}="" AND {In Stock Inventory}="", "Employee ID not found",{User Name HR}))
      Warranty End Date Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")
      Warranty Start Date Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")

    • Update the following columns for Labor Data:
      Column Name Type Format Formula
      Cost Center and ID Label =Cost Center Description&&Cost Center
      End Date Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")
      Start Date Date dd/MM/yyyy =DateFormat($_,"dd/MM/yyyy")

    For customers with date format MM/dd/yyyy
    • Update the following column for Active Directory:
      Column Name Type Format Formula
      Last Logon Timestamp Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")
    • Create and update the following columns for End User Devices:
      Column Name Type Format Formula
      Business Unit Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Business Unit)
      Business Unit Owner Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Business Unit Owner)
      CC Check Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center)
      Cost Center Label =IF({CC Check}!="",Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center Description)&" ("&Lookup(Employee ID,ACME LAB,Employee ID,Cost Center)&")","")
      Cost Center Owner Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center Owner)
      Department Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Cost Center Description)
      Device Count Numeric =1
      In Stock Inventory Label =Lookup(Inventory Status,End User Device In Stock Status Definition,In Stock Status List,In Stock Status List)
      OS Label =Lookup(Asset ID,EUI Active Directory Master Data,Asset ID,OS)
      OS Version Label =Lookup(Asset ID,EUI Active Directory Master Data,Asset ID,OS Version)
      Source Table Label ="End User Devices Raw"
      User Name HR Label =Lookup(Employee ID,EUI Labor Master Data,Employee ID,Employee Name)
      Acquired Date Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")
      End of Life Date Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")
      Refresh Date Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")
      User Name Label =if($_!="",$_,If({User Name HR}="" AND {In Stock Inventory}="", "Employee ID not found",{User Name HR}))
      Warranty End Date Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")
      Warranty Start Date Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")

    • Update the following columns for Labor Data:
      Column Name Type Format Formula
      Cost Center and ID Label =Cost Center Description&&Cost Center
      End Date Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")
      Start Date Date MM/dd/yyyy =DateFormat($_,"MM/dd/yyyy")

  4. Map End User Devices data to End User Device Input by appending it. For more information, see Append data.

  5. If the columns have date column, check the format and set the date format for all the master data tables or when uploading data make sure to set override datatype of those columns to your required format.
  6. If some hard coded dates are there in master table set, kindly change the format as per your requirements.
  7. Check End User Insights Pre Master data to confirm if all the data is coming from End User Device Input.
  8. Check End User Insights Pre Master Staging to confirm if all the data and formulas are coming from End User Insights Pre Master data.
  9. Check End User Insights Master Data to confirm the data flow from End User Insights Pre Master Staging.

  10. Check End User Insights model to see if most of the costs are getting allocated correctly.

    Note: The cost in the screenshot is for reference purpose only.

    Note: The cost in the screenshot is for reference purpose only.
  11. Check if End user devices OOTB Reports is showing the desired numbers.

End user devices configuration flow

Reports Studio

After you install End User Devices, Report Studio displays an End User Devices tile on the home page. You can use this to navigate to the End User Devices reports.

The following is a quick snapshot of the End User Devices reports:

Learn more about End User Devices reports