Asset Manager Essentials

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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:

USA

Staging – USA-Staging-Import-Templates.ZIP

Production – USA-Production-Import-Templates.ZIP

EMEA

Staging – EMEA-Staging-Import-Templates.ZIP

Production – EMEA-Production-Import-Templates.ZIP

Asia

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:

Purpose Name Connection Source Mapping
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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