Practical DCIM Software Tutorial / Part 01
DCIM software tutorial:
Search, filter and bulk edit
Find the right assets, update their records and see where they fit. Explore practical ways to work with infrastructure data in Cormant DCIM.
Video demonstration of these functions
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Follow the demonstration, then use the guide below to explore each workflow.
Finding an asset is often just the beginning of the job. You may also need to identify related equipment, update its records, locate it on a floor plan or determine where a new device could fit.
In this first installment of our Practical DCIM Software Tutorial series, we explore how Cormant DCIM software connects searching, filtering, bulk editing and visualization. The video demonstrates tasks ranging from a quick asset lookup to updating contract details across multiple records.
New to data center infrastructure management? Start with our What Is DCIM guide.
01 / Find the records you need
Start with a search, then narrow the results
An IP address, serial number or partial equipment name can provide a starting point for finding an infrastructure record.
In the demonstration, a wildcard search identifies a broad set of matching assets. Additional filters then narrow the results by location and equipment ownership.
This approach helps answer questions such as:
- Which servers belong to the IT department at this site?
- Where is the equipment associated with a particular identifier?
- Which records contain the custom attribute value I need?
You can also add attributes to the results view, making relevant information visible before deciding how to refine the search further.
Searching for cables or ports? Include them in the search options so those records are part of your results.
02 / Add physical context
See where matching assets are located
A results table shows which records match your criteria. Floor plans and rack views add their physical context.
Cormant DCIM can display filtered results in the asset tree, floor plans and rack views. This helps teams move from identifying a group of assets to understanding where those assets sit within the infrastructure.
For example, a search for IT-owned servers at a particular location can highlight matching equipment in the relevant racks. Users can switch between filtered results and the broader view to inspect the surrounding equipment.
The demonstration also shows search results and a visual view side by side, allowing users to move between record details and physical location.
03 / Keep records current
Bulk-edit records directly from search results
Updating a shared attribute across multiple assets does not need to involve opening each record individually.
The video uses a contract-management example: a group of assets has renewed support contracts, and their contract numbers and expiry dates need updating.
After filtering the relevant records, users can enter edit mode and update values directly in the results grid. Where the same value applies to the selected records, a column-level edit can apply that value across the group.
- Filter the assets that require the change.
- Review the selected records.
- Update the relevant fields.
- Save the changes.
Checking the selection before saving is particularly useful when several departments, locations or equipment groups share similar attributes.
Explore how these records fit into broader IT asset lifecycle management.
04 / Support placement planning
Find potential locations for new equipment
Search filters can also support placement planning. In the demonstration, a saved filter identifies racks using criteria such as available rack units, contiguous space, power capacity, cooling capacity and switch ports.
The matching racks can then be viewed on a floor plan, helping the user see potential locations for the new asset.
The quality of those results depends on the criteria selected and the infrastructure data maintained in the system. Include the constraints relevant to your equipment and deployment requirements.
This makes a useful evaluation exercise: can your team find candidate locations using the same requirements it applies during real planning work?
05 / Look up assets in the field
Use barcode scanning for field lookups
The tutorial also demonstrates searching through the online mobile interface.
Users can look up records using a device camera or a connected barcode scanner. Scan mode allows a scanned value to trigger a lookup, helping technicians access the corresponding record at the point of work.
This connects the physical identifier on a device with the infrastructure information maintained in Cormant DCIM.
Planning a label rollout? Order Cormant barcode labels for assets and cables →
From demonstration to evaluation
Try the tasks that matter to your team
A practical demonstration becomes more useful when you can repeat it with your own data. When evaluating DCIM software, ask your team to:
- Find an asset using a standard or custom attribute.
- Filter a relevant group of records and inspect their physical locations.
- Update a shared attribute across selected assets.
- Identify racks that meet agreed placement criteria.
- Save and reuse a search for a recurring task.
Use our DCIM evaluation guide to structure the assessment, and our DCIM RFP template to document your requirements.
Your data. Your workflows.
Try Cormant DCIM with your own infrastructure data
Cormant DCIM software is a complete, configurable DCIM solution. The broader offer combines software with implementation, integration, training, support and services.
Cormant can import agreed sample data into a dedicated cloud instance so your team can test relevant workflows before committing.
Test with your own dataPart of Practical DCIM Software Tutorial — a series exploring real infrastructure tasks in Cormant DCIM.