Importing the assets for the first time

When you import the assets into the asset system for the first time, the scenario can be as follows:


On the first day, if you do not have the CSV data collector configured, the data for the fields that are common across all asset types is not imported. You can set the common fields data later using the reconciliation rules.

See Using a Pre rule to set the values of the common fields.

The asset import involves the following steps:

To import the assets for the first time

  1. Go to Manage > Assets > Asset System.

  2. On the taskbar, from the Asset Tasks select Import Assets.

  3. In the Specify Name and Description panel, in the Name box, type the name for the import job.

    You can optionally type the description for the import job and click Next.

  4. In the Select Platform, Asset Type, and Data Collector panel, select the platform and the asset type to import the assets.

  5. In the Select Platform, Asset Type, and Data Collector panel, from the Data collector drop-down list, select Default and click Next.

    See About the working of default data collectors in asset import.

  6. In the Select Asset Import Scope panel, select the default scope with the Add option and click Next.

    See About scopes in asset import.

    Depending upon the asset type that you select in the previous panel, the default scope is selected as a Site or an asset type.

    Click Browse (...) to view and select the scope.

    In the Limit Asset Import Scope dialog box, you can select the additional scope from the list of the supported scopes and click OK.

    See Default scope and supported scope.

  7. In the Add Reconciliation Rules panel, click Add Rules.

  8. In the Select Reconciliation Rules panel, from the left pane, navigate to Reconciliation Rules > predefined rules .

    In the right pane, select Add asset to the Asset System and click Add. Click OK.

    The rule adds all the assets to the asset system.

    See Predefined reconciliation rules.

  9. In the Specify Asset Field Filters panel click Next.

    You do not need to filter the assets with the field filters when you import the assets for the first time.

  10. In the Schedule panel, click Run now.

  11. In the Specify Notification Details panel, if you want to send the notification of job completion or job failure, do the following:

    • Type the subject and message of the notification mail.

    • Type the email ID of the sender and the receiver.

  12. In the Summary panel, review the configurations for the import job and click Finish.

    Go to the Monitor > Jobs view to monitor the current status of the job.

More Information

About the first time asset import