Set Up a System

Systems allow you to capture information about where data is stored, whether it is in a flat file, an ERP system, a database, a data warehouse or another location.

A System’s information and attributes are populated by an API.

As you are setting up a System, you can click the Guidance ( ) icon to open the Guidance panel to view assistance. Refer to Guidance for more information.

To add a System:

  1. Click the plus sign (Add) icon on the Home page.

  2. Select System from the list box.
  3. On the asset details page, enter a System name.
  4. Enter a Description of the system.
  5. Click the Assigned To list box and select a person from the list.

    NOTE: This person can add sponsors to the asset.

    NOTE: When you assign a person to an asset, the assignee receives a notification by email, depending on their user settings.

  6. Click Save.

On the System’s detail page, you can:

  • Enter Location information for the system.

    NOTE: Indicates where the system is located within the landscape of the organization.

  • Enter Connection information for the system.

    NOTE: This is information on how to connect to system.

A Fields count is displayed after you have set up the System and imported fields.

You can also enter System Information to provide additional details about the system.

  • Enter Vendor name.

    NOTE: The name of the vendor that created the system.

  • Enter Type of System.

    NOTE: A description of the type of system (for example, ERP, CRM, BI, or Reporting).

  • Enter the Version of the System.
  • Enter Deployment.

    NOTE: The deployment details of the system. This is typically used for cloud systems.

Add a contact so that people in your organization know whom to contact with questions regarding this System information.

To add a contact:

  1. Click the Contact icon ( ).

    NOTE: The contact can be a user who does not have an account in Knowledge Tier.

  2. In the Add Contacts modal, enter the details.

  3. Click Add Contact; then click OK to close the modal.
  4. Click Save on the detail page.

Next, you can: