16.10.2 Creating import conditions
To change asset information in a CSV file in a batch operation, create import conditions to specify the type of information and the items to be changed.
To create import conditions:
-
Click the Pattern button.
The Select Category dialog box is displayed.
-
Use Category to select the type of information you wish to import.
For details about the types of information that can be selected, see 16.10.2(1) Selecting the asset type below.
-
Click the OK button.
The Import window switches to a window for creating conditions.
-
Specify the CSV file to import.
For details about the CSV file format, see 16.10.1(1) CSV file format.
-
Select the processing mode.
Select Add, Update, Add/update, or Delete. For details about processing in each of these modes, see 16.10.2(2) Selecting the processing mode below.
-
Specify the assigned items.
Specify the assigned item for each managed item. Items identified by a star (
![[Figure]](GRAPHICS/ZUENG201.GIF)
) are mandatory. For details about how to set assigned items, see 16.10.2(3) Setting assigned items below.
If an asset type with a customized relationship is selected, assigned items cannot be set. In such a case, skip this step and go to step 7.
To cancel, click the Close button.
-
Click the Add button.
The Save Condition dialog box is displayed.
-
Specify any name, and then click the OK button.
The import conditions are saved under the specified name.
The following figure shows the window for creating import conditions when Device information is selected for Category.
|
|
![[Figure]](GRAPHICS/ZU102200.GIF)
- Organization of this subsection
(1) Selecting the asset type
Asset types that can be selected in Category are listed below. For details about the items to be imported in each asset type, see 20.4 Items to be imported or exported using a job menu.
-
Device information
-
Installed software information
-
Installed software list
-
Software information
-
Software list
-
Group information
-
User information
-
Location information
-
Maintenance contract information
-
Rental contract information
-
Lease contract information
-
Volume contract information
-
IP group information
-
Device catalog information
-
Problems
-
Assigned license information
-
Patches
-
Virus definition
-
Related asset information
-
Division information
-
Assign division
-
User definition (user report)#
-
User definition (form)#
-
Customize (Acquiring ITDM2 management information)#
-
User definition (import/export)#
-
User definition (item definition)#
-
User definition (contract history)#
- #
-
Condition details cannot be specified for the customization information. Asset information exported to a CSV file from the Export window for backup purposes is used principally for restoring.
The version of customized information that has been exported can be determined from the first line of the CSV file.
- Note
-
If you rename managed items using the Customize Managed Items job menu, the conditions provided in the sample become unusable. Therefore, create new import conditions.
(2) Selecting the processing mode
Select Add, Update, Add/update, or Delete as the processing mode. These processing modes are discussed as follows:
-
Add
New CSV file information is added. If an asset registered in the asset management database already exists and contains the same information and key as in the CSV file, the asset is not added.
-
Update
A search is made of the information registered in the asset management database for a match with the information in the CSV file. If a match is found, the asset information is changed. Note that Update cannot be selected when the asset type is Related asset information.
-
Add/update
A search is made of the information registered in the asset management database for a match with the information in the CSV file. If a match is found, the asset information is changed, otherwise it is registered as a new asset. Note that Add/update cannot be selected when the asset type is Related asset information, Division information, or Assign division.
-
Delete
A search is made of the information registered in the asset management database for a match with the information in the CSV file. If a match is found, the asset information is deleted. However, if any of the following is being used by other information, it is not deleted:
-
Installed software list
-
Software list
-
Group information
-
User information
-
Location information
-
(3) Setting assigned items
The items that are subject to import are displayed in the Managed items column. By clicking the Browse button and displaying the Setting Assignment dialog box, you can set the changes for the managed items that you wish to change.
If you click the Default button, information in the CSV file with the same name as the managed items is assigned automatically. If a previously exported CSV file is to be imported without change, this is convenient because the assigned items do not need to be set. The provided sample conditions are the same as those set by the Default button.
To cancel all settings of assigned items, click the Clear button.
The following figure shows how to set the items in the Setting Assignment dialog box.
|
|
![[Figure]](GRAPHICS/ZU102300.GIF)
-
Do not set
Select this option to not use the import to change the value. This is selected by default for items that do not require setting.
-
CSV items
Select this option to assign the value from the CSV file, and specify in the input area the name of the item to be assigned.
-
Assigned items
Select the check box, and specify a default value for the item. For a coding format, select the default value from the drop-down list. If no value is set for the corresponding item in the CSV file, the default value specified here is set. Therefore, if CSV items is set for the managed item for codes with item names identified by a star (
), a default value is mandatory.
-
-
Constant value
Select this option if the item is to be set to a constant value, regardless of the contents of the CSV file. Specify the constant value in the input area or select a constant value from the drop-down list.
-
Select the type of data.
Specify whether the values in the assigned CSV file are to be entered in code or display name form.
- Notes
-
The following are the notes about setting assigned items:
-
When the Add or Add/update processing mode is selected, an automatically generated number is added for any ID that is part of the key other than User ID or Group ID, regardless of the value set for the assigned item.
-
Managed items displays the items that are set to be displayed in the Customize Managed Items job menu. An exception is that some of the items in Managed items are not displayed in Customize Managed Items. They are UpperLinkID (upper group ID) in GroupInfo (group information), UpperLinkID (upper location ID) in LocationInfo (location information), and CatalogID (catalog ID) in MachineCatalog (device catalog).
-