Importing the specific and common fields for custom asset using the CSV data collector

To import the asset data for the custom asset type, you use the CSV data collector. For the new asset type, CSV data collector works as the default data collector.

See Default data collectors.

Before you start using the CSV data collector for asset import, ensure that you have performed the following tasks:

To import custom asset-specific and common fields from the CSV data collector

  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 that you have created.

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

  6. In the Select Asset Import Scope panel, click the ... option to select the scope for the asset type.

    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 About scopes in asset import.

  7. In the Select Asset Import Scope panel, browse through the assets hierarchy and select a folder to add the assets from. Click Add to add it as a scope and click Next.

  8. In the Add Reconciliation Rules panel, you can do one of the following:

    • Use the Add Rules option to add a rule to the import job from the existing rules.

      The Add Rule option displays the Select Reconciliation Rules panel.

    • Use the Delete Rule option to delete the rule that is already added and click Next.

    • Use the Move Up and Move Down options to arrange the rules in the order and click Next.

  9. In the Select Reconciliation Rules panel, browse through the Reconciliation Rules folder and use the Add option to add the existing reconciliation rules to the import job.

    Click OK.

  10. In the Specify Asset Field Filters panel you can do one of the following:

    • Use the Edit Selected Statement option to edit the existing filter and click Next.

    • Use the Delete Selected Statement option to delete the existing filter and click Next.

    • Use the Add Statement option to create a new statement.

      The Add Statement option displays the Create Filter Statement dialog box.

  11. In the Create Filter Statement dialog use the parameter type and the conditions to create a filter statement.

    See Examples of asset filters.

    See Filter statement operators.

  12. In the Schedule panel, select any one of the following:

    • If you want to run the job after the wizard closes, check Run now.

    • If you want to run the job at a specified interval, check Run periodically and enter the following information:

      • In the Start On box, enter the start date and time to run the job.

      • Under Run periodically options, if you want to run the job only one time, select Run Once. If you want to run the job after specific days, select the number of days in the Run Every Day list box. Click Next.

  13. 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.

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

    You can go back to the previous panels and edit the configurations any time.

    You can go to the Monitor > Jobs view to monitor the current status of the job.

    The asset import job can be in one of the following states:

    • Custom

      This state indicates that the state of the asset import job run is Awaiting Manual Review.

    • Completed

      This state indicates that the job is complete.

    The asset import job run can be in one of the following states:

    • Executing

      This state indicates that the job is running.

    • Awaiting manual review

      This state indicates that the records that are returned by the data collector should be manually reviewed.

      See Reviewing the assets manually.