Importing the entitlements manually

You can import the entitlements for the control points using the Create or Edit Entitlements Import Job wizard. The import of entitlements with the wizard is manual import.

You can also configure an automatic entitlement import job to run on a periodic basis. The automatic import job imports the entitlements of the control points that are in the Entitlement Import Required state.

See Configuring the automatic entitlements import.

Consider the following case:

To import the entitlements manually

  1. Go to Manage > Entitlements > Control Points.

  2. Right-click in the table pane and select Import Entitlements.

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

    You can alternatively type the description for the import job.

  4. In the Select Platform, Asset Type, and Entitlement Type panel, select the platform, the control point type, and the entitlement type to import.

    Click Next.

    See Control point type and entitlement type.

  5. In the Add Asset Scope panel, select the control points by navigating through the asset hierarchy.

    Click Add to add the selected control points to the import job and click Next.

    In case of importing the entitlements for ESM Agents, it is recommended that you customize the templates to limit the entitlement import only for specific objects. The entitlement import for ESM Agents may generate a large amount of data unless you restrict it to a specific scope. The results are stored in the production database (CSM_DB) which may lead to the increase in the size of the database.

  6. In the Specify Filters panel, under the Data Owners click Add and select a data owner.

    Only the control points with the selected data owner are included in the imported job. You can select the Consider Alternate Approver option if you want to filter on the alternative approver.

  7. Under the Tags click Add and select the tags.

    Only the control points with the selected tags are included in the import job. If you select more than one tag, you can also select the Include only if all tags assigned option. The selection of this option includes the control points only if all the tags that are added are assigned to the control point. If you do not select the Include only if all tags assigned option, the import job includes the control points with any selected tags.

  8. Under the Status, select the status

    You can select from the following states:

    • Review Start Awaited

    • Request for Approval

    • No review Configured

    • Approval Start Awaited

    • Request for Change

    • Approved

  9. In the Specify Filters panel, click Next.

  10. 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 the 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.

  11. In the Specify Notification Details panel, enter the job completion notification details.

    Check Send notification and enter the following information:

    • Enter the subject and message of the notification mail.

    • Enter the sender's and the receivers email ID.

      Notification can be sent to multiple recipients.

  12. Click Next.

  13. In the Summary panel, review the configurations that you made for the import job and click Finish.

More Information

Configuring the automatic entitlements import