Inventory Module Overview | CXTech

Inventory Module Overview

Document ID: L2A-001
Module: Certero for Enterprise ITAM > Inventory
Database Schema: C_Data\Inventory
Entities: 269+ tables


Overview

The Inventory module is the foundation of the Certero Unified Platform, providing comprehensive discovery and tracking of IT assets across multiple operating systems. It collects hardware specifications, software installations, system configurations, and user information from managed endpoints.

Data is collected via the Certero Client Agent installed on endpoints, through agentless discovery via connectors, or imported from external sources.


Menu Path: Main Menu → Computer Systems → [OS Type]


Key Concepts


Supported Operating Systems


Data Model

Core Entity Hierarchy

ComputerSystem (Base)
├── WindowsSystem
├── LinuxSystem
├── AppleSystem
├── AixSystem
├── SolarisSystem
└── HpuxSystem

Primary Entities

Entity Relationships

ComputerSystem
├── ComputerSystemCpu (1:N)
├── ComputerSystemMemory (1:N)
├── ComputerSystemDisk (1:N)
├── NetworkAdapter (1:N)
├── SoftwareProduct (1:N) [Windows]
├── AppleApplication (1:N) [macOS]
├── LinuxPackage (1:N) [Linux]
├── WindowsSystemService (1:N) [Windows]
├── WindowsSystemUser (1:N) [Windows]
└── Zone (N:1)

User Interface

Screen: Computer Systems (All)

Navigation: Main Menu → Computer Systems → All Systems

Purpose: Unified view of all discovered computer systems regardless of OS.

Key Columns:

Actions Available:

Screen: System Properties

Navigation: Click on any computer system row

Tabs Available:


Data Collection

Agent-Based Collection

Process:

  1. Certero Client Agent installed on endpoint

  2. Agent runs inventory scan (scheduled/triggered)

  3. Data uploaded to Endpoint Server

  4. Endpoint Server processes and stores in C_Data

  5. Data available in UI

Data Collected (Windows):

Agentless Collection

Sources:


Configuration Rules

Navigation: Main Menu → Client Management → Client Rules

Configuration Rules determine what data the agent collects and how often.

Key Settings:


Archiving

What is Archiving?

Archiving is a soft-delete that hides systems from default views while preserving data.

When to Archive:

  • Decommissioned systems

  • Systems offline for extended period

  • Duplicate records

Archive Behavior:

  • System hidden from default grids (filter: IsArchived = 0)

  • Data preserved in database

  • Can be unarchived if needed

  • Archived systems excluded from compliance calculations

How to Archive:

  1. Navigate to Computer Systems grid

  2. Right-click system(s)

  3. Select "Archive"

  4. Confirm action


Troubleshooting

Issue: System Not Appearing in Inventory

Symptoms:

  • Agent installed but system not visible

  • Last Inventory date not updating

Causes & Resolution:

Issue: Stale Inventory Data

Symptoms:

  • Last Inventory date is old

  • Data doesn't reflect recent changes

Resolution:

  1. Check agent service status

  2. Verify inventory schedule in Configuration Rules

  3. Check Endpoint Server connectivity

  4. Review agent logs: C:\ProgramData\Certero\Agent\Logs\

  5. Manually trigger inventory: Agent tray icon → Inventory Now

Issue: Duplicate Systems

Symptoms:

  • Same system appears multiple times

  • Different system IDs for same computer

Cause: System rebuilt/renamed without proper cleanup.

Resolution:

  1. Identify correct/current record

  2. Archive duplicate records

  3. Review "Duplicate Systems" report: Miscellaneous → Duplicate Systems


Integration Points

Dynamic Groups

Inventory data can be used in Dynamic Group criteria:

  • OS version

  • Hardware specifications

  • Software installed

  • Last inventory date

  • Zone membership



Technical Reference

Key Files

Database Tables (Inventory Schema)

API Endpoints

Permissions


Revision History