Asset Manager Essentials
Importing your data
The first thing you need to do after fully deploying Asset Manager Essentials is to get your data into the product. You can import data one of several ways, depending on your version:
•For all versions of Asset Manager (Cloud, Essentials, and Premise), use a set of Excel spreadsheets provided by Ivanti (recommended for an initial data load only and discussed below).
•For Asset Manager Essentials and Asset Manager Cloud, set up the Ivanti Cloud connector designed for your data source, which is the easiest way to import your data. For details, see the help provided under the Cloud link at https://help.ivanti.com.
Importing data via the Excel spreadsheets
Ivanti provides a set of spreadsheets with appropriate columns already created that you can populate with your data and then import directly into Asset Manager Essentials. These spreadsheets include some sample data to give you an indication of the form your data needs to take. Remember to remove these examples.
The set of spreadsheets you'll want to download depends on your region (USA, EMEA, or Asia) and system landscape (staging or production). In each .ZIP file, you'll find an ImportGuide.DOCX file that lists the recommended order for importing your spreadsheets.
Download the .ZIP file containing the spreadsheets most relevant to your environment as listed below:
•Staging – USA-Staging-Import-Templates.ZIP
•Production – USA-Production-Import-Templates.ZIP
•Staging – EMEA-Staging-Import-Templates.ZIP
• Production – EMEA-Production-Import-Templates.ZIP
•Staging – Asia-Staging-Import-Templates.ZIP
•Production – Asia-Production-Import-Templates.ZIP
Mandatory and allowed values
Some of the columns in the spreadsheets are mandatory, and some are optional. Mandatory columns have bold column headers. You must add values for these columns to every row.
Other columns can take only certain allowed values, which are documented in AM_DataImport_AllowedValues.xlsx. This file contains a worksheet for each of those spreadsheets, with columns named to match the columns in the import spreadsheet that take only specific values and that show the allowed values for those columns.
It's vital that these columns in your import spreadsheets contain only values matching those in the AM_DataImport_AllowedValues.xlsx or values that match any new values that you've added to the corresponding validation list.
Populating your import spreadsheets
The first stage of importing your data into the product is to populate the import spreadsheets with your data.
To populate your import spreadsheets:
1.Open AM_DataImport_AllowedValues.xlsx and display the worksheet that matches the import spreadsheet you want to populate.
2.Open each of your import spreadsheets in turn and add your data, making sure you use only the allowed values from AM_DataImport_AllowedValues.xlsx in any columns that are included in that spreadsheet.
Importing the spreadsheets
You import the data from the Asset Manager Essentials Settings page, which is accessible only to users with the Asset Administrator role.
To import the spreadsheets:
1.Click at the top right side of the user interface.
The Settings page appears in a new tab.
2.In the navigation panel, click Extend > Integration Tools > Data Import Connections.
We recommend that you import the spreadsheets in a specific order—refer to the Import Guide included in your .ZIP file, or use the table below for guidance.
Some of the spreadsheets are imported multiple times using different mappings and filters. For example, AM_Assets.xlsx is imported five times as part of the connection AM Excel - Assets: once for each of the different types of asset.
Only one of these mappings can be active at any time, so click the OFF switch to ON alongside the mapping that you want to import.
If you have specialized devices that are unmanaged (for example, X-Ray or CT scan machines), map them to the General Assets type in AM_Assets.xlsx. Once they're imported into the Hardware Assets workspace, you can then re-allocate those devices to a more accurate asset type if needed.
3.Click Run Now alongside each connection you want to import, then follow the prompts. Import spreadsheets in the following order:
|Asset sub types||AM Excel - Asset Types||AM_Asset_Types.xlsx||Asset Types|
|Countries||AM Excel - Countries||AM_Countries.xlsx||Countries|
|Locations||AM Excel - Locations||AM_Locations.xlsx||Locations|
|Location Parents||AM Excel - Locations||AM_Locations.xlsx||Location Parents|
|Storage Spaces||AM Excel - Storage Spaces||AM_Storage_Spaces.xlsx||Storage Spaces|
|Consumable Types||AM Excel - Consumables||AM_Consumables.xlsx||Consumable Types|
|Consumables||AM Excel - Consumables||AM_Consumables.xlsx||Consumables|
|Financial Owners||AM Excel - Financial Owners||AM_Financial_Owners.xlsx||Financial Owners|
|Financial Owner Parents||AM Excel - Financial Owners||AM_Financial_Owners.xlsx||Financial Owner Parents|
|Teams||AM Excel - Teams||AM_Teams.xlsx||Teams|
|Job Titles||AM Excel - Job Titles||AM_Job_Titles.xlsx||Job Titles|
|Users Without Managers||AM Excel - Users||AM_Users.xlsx||Users|
|User Managers||AM Excel - Users||AM_Users.xlsx||Managers|
|Manufacturers||AM Excel - Manufacturer||AM_Manufacturers.xlsx||Manufacturers|
|Vendor Contacts (ExternalContact)||AM Excel - Vendor Contacts||AM_Vendor_Contacts.xlsx||Vendor Contacts|
|Vendors||AM Excel - Vendors||AM_Vendors.xlsx||Vendors|
|Vendor Contact Links External||AM Excel - Vendor Contact Links||AM_Vendor_Contact_Links.xlsx||External Contacts|
|Vendor Contact Links Internal||AM Excel - Vendor Contact Links||AM_Vendor_Contact_Links.xlsx||Internal Contacts|
|Product Catalog Items||AM Excel - Product Catalog Items||AM_Product_Catalog_Items.xlsx||Catalog Items|
|Product Catalog Item Replacements||AM Excel - Product Catalog Items||AM_Product_Catalog_Items.xlsx||Replacements|
|Approved Vendor Records||AM Excel - Catalog Approved Vendors||AM_Catalog_Approved_Vendors.xlsx||Vendor Items|
|Software Products||AM Excel - Software Products||AM_SoftwareProducts.xlsx||Software Assets|
|Contracts||AM Excel - Contracts||AM_Contracts.xlsx||Contracts|
|Contract Line Items: Entitlements||AM Excel - Contract Entitlements||AM_Contract_Entitlments.xlsx||Entitlements|
|Contract Line Items: Extended Warranties||AM Excel - Contract Extended Warranties||AM_Contract_Extended_Warranties.xlsx||Extended Warranties|
|Contract Line Items: Leases||AM Excel - Contract Leases||AM_Contract_Leases.xlsx||Leases|
|Contract Line Items: Maintenance||AM Excel - Contract Maintenance||AM_Contract_Maintenance.xlsx||Maintenance|
|Contract Line Items: NDAs||AM Excel - Contract NDA||AM_Contract_NDAs.xlsx||NDAs|
|Contract Line Items: Purchase Contracts||AM Excel - Contract Purchase||AM_Contract_Purchases.xlsx||Purchase Contracts|
|Contract Line Items: Services||AM Excel - Contract Services||AM_Contract_Services.xlsx||Services|
|Contract Line Items: Support||AM Excel - Contract Support||AM_Contract_Support.xlsx||Support|
|Contract Line Items: Volume Purchases||AM Excel - Contract Volume Purchases||AM_Contract_Volume_Purchases.xlsx||Volume Purchases|
|Purchase Orders||AM Excel - Purchase Orders||AM_Purchase_Orders.xlsx||Purchase Orders|
|Purchase Line Items||AM Excel - Purchase Line Items||AM_Purchase_Line_Items.xlsx||Purchase Line Items|
|Invoices||AM Excel - Invoices||AM_Invoices.xlsx||Invoices|
|Shipments||AM Excel - Shipments||AM_Shipments.xlsx||Shipments|
|Computers||AM Excel - Assets||AM_Assets.xlsx||Computers|
|Mobile Devices||AM Excel - Assets||AM_Assets.xlsx||Mobile Devices|
|Infrastructure||AM Excel - Assets||AM_Assets.xlsx||Infrastructure|
|Peripheral Devices||AM Excel - Assets||AM_Assets.xlsx||Peripheral Devices|
|General Assets||AM Excel - Assets||AM_Assets.xlsx||General Assets|
|Assign multiple Contract Line Items to an Asset||AM Excel - Asset to LineItems||AM_Assets_to_ContractLineItems.xlsx||Assets to LineItems|
|Assign users to multiple teams||AM Excel - User to Teams||AM_Users_to_Teams.xlsx||Users to Teams|
The final two items in the table correspond to many-to-many relationships and as such update the FusionLink table. We recommend that these are the final files you import.
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