When you import the assets into the asset system for the first time, the scenario can be as follows:
You have at least one data collector configured.
The configuration of the CSV data collector and the configuration of the Common platform through CSV settings are optional.
You have identified the asset type for which you want to import the assets.
You have at least one Add rule created through the reconciliation rule to add the assets of the identified asset type in the system.
See Creating reconciliation rules without manual review.
If you do not have any custom rule, you can use the Add rule from the predefined rules.
Note: |
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. |
To import the assets for the first time
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.
In the Select Platform, Asset Type, and Data Collector panel, select the platform and the asset type to import the assets.
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.
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.
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.
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.
In the Specify Notification Details panel, if you want to send the notification of job completion or job failure, do the following:
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.
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