Bulk Import Assets, Models, Software, and IP Ranges

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The bulk process feature helps you save time to create or update these objects. You can prepare the data for processing by gathering the data in the supported bulk process template. The template has worksheets that correspond to the type of object that you can process. Each worksheet has columns that correspond to the attributes on the selected object. The following steps provide a high-level overview to carry out the bulk process data operation.                     

1. Download the supported spreadsheet template.
2. Collect and format the data
3. Process the data using the Import/Update operation.

   1. Process File

   2. Map Worksheets

   3. Map Columns

   4. Preview Data

   5. Execute Operation

   6. View Log

4. Validate the processed data.

Supported Operations

You can perform the following operations using the bulk process functionality.

Add/Update (Import/Update) Assets

When you use the add/update or import/update operation, the assets are processed as follows:

• Assets that do not exist in the application are added.
• Assets that exist are updated with the information provided in the data file.

Any blank fields remain unchanged. Updates are additive in nature. When you use the bulk process to update objects, the objects are updated with new information from the Excel sheet.  

Delete Assets

When you use the delete operation, the assets are processed as follows:

• Assets that exist in the application are deleted.
• All the relationships that the assets have with, Ticket, CIs, Assets, Software, are removed. 

Download Supported Template

Use the bulk process templates to gather and format the relevant data for each type of object. The template contains the guidelines for filling up the information. 

Follow these steps:

1. Log in to the application using your administrator credentials. 
2. Navigate to Manage, Tools, Bulk Process Data. The Bulk Process Data option displays in a new tab. The table displays the supported templates with the Process Status as Waiting. The following templates are available:
   • XLS Template for Bulk Upload.xlsx
     Note: Use this template to bulk process Assets, Models, Installed Software and IP Ranges.
   • Template for Bulk Upload for Custom Hierarchical Tree
3. Download the desired template to your local system.

The template is now available in your local system. You can use this template for bulk processing.

Important: Do not change the template structure.

Gather and Format Data for Bulk Processing

Each worksheet on the template corresponds to a type of object that you can process. Every column within the worksheet corresponds to the attributes that you can update for the selected object. To Create and maintain the relationship between different objects, follow the business rules while preparing the data.

Note: To bulk process assets-related entities, use the XLS Template for Bulk Upload.xlsx and modify the Asset, Model and IP Ranges worksheets respectively. 

The following rules are applicable when you use the template to import or update assets and models:

• Do not use the second row of the worksheets. Start entering data from the third row. 
• The column names of the required fields appear in red color. 
  Note: Any mismatch in spellings or extra characters or spaces results in incorrect data processing. 

• Download the template and fill the data. Enter the data in the sequence of the operation that you want to perform.

Follow these steps:

1. Click the worksheet corresponding to the data that you want to upload. For example, while on-boarding a new customer, begin with organization objects and identify the related objects.
2. Type in object details from the third row of the worksheet.
   Note: Validate that all required fields have a valid input. Remove any extra space or hyperlinks in the required field columns.
3. Select the Format Painter and copy the formatting of the second row to all the rows that have data.
4. Validate the following formatting requirements:
   • All fields are marked as Text.
   • All Borders are applied to all the data fields.
   • No blank rows or extra columns are there within the Thick Box Border.
   • Thick Box Border is applied to the outside borders of the worksheet, covering all of the data.
5. Delete the second row from the worksheet.
6. Save the worksheet.

The worksheet is now ready for processing.

Bulk Process Assets, Models, Software, and IP Ranges 

You can process assets and model specific objects in bulk.

1. Click MANAGE, ADMINISTRATION, Tools, Bulk Process Data to view Bulk Process Data tab.
2. Click Choose File to locate the bulk process template. Specify a name for the file and add the description.
3. Select Import/Update to bulk import assets into the application repository. Alternatively if you want to delete assets select Delete.
4. Click Upload. 
5. The selected file uploads and the tabs for completing the bulk operation display.
6. Click the Preview Data tab to preview the data that you want to import. You can preview the data in worksheets to ensure all the data that you want to import or update is correct. You can also validate that the dependencies are correctly reflected.
7. Click the Execute Operation tab. The table displays all of the worksheets in the bulk upload template, and lists the quantity of objects the worksheets.
8. Click the Import option that is displayed against each worksheet.
   Note: When you select the Import or Update operation, the Execute Operation tab displays the Import option for each worksheet. When you select the Delete operation, the execute operation tab displays the Delete option for each worksheet. The Process Status column in the Execute Operation tab displays the status of the worksheet. When some data is processes partially, click the Unprocessed Rows column. You can download the excel sheet with the objects that were not processed.
9. (Optional) Click the Log tab to review the log files that are generated during the process. You can process the failed objects again.

Hardware Reconciliation

Hardware reconciliation is not configurable, however the reconciliation happens internally in the following sequence:

1. Serial Number
2. Host Name and Mac Address
3. Host Name and IPv4 Address
4. Mac Address and IPv4  Address

Validate the Data Processed

You can validate the data by searching for the relevant object in the application. For example, when you use bulk process to process asset, you can search and validate the attribute values for the assets.

Follow these steps:

1. Log in to the application as the tenant administrator.
2. Click Workspaces, Configuration Management.
   The All Configuration Items list displays all the CI objects that are in the application.
3. Specify the owner or identifier in the Search field.

You can validate the attributes on the asset to validate that data. You can also validate a count to verify that all the data processed successfully.

Bulk Process Logs

After the bulk process operation is completed, details about the unprocessed displayed on the bulk process UI. To view information about the unprocessed rows, navigate to the Logs section on the Bulk Process data UI.