License Optimizer

Import inventory

Now that we have a connector to Data Services, we can import inventory data from there. This process is similar to that we used in Business units, and has several stages.

Creating a new data source

The first stage is to create and name a data source.

To create the new inventory data source:

1.On the navigation bar, expand Data Management, then click Data Import.
The Data Import page appears.

2.Under Import Types, click the Inventory tile.
The Inventory Sources page appears, which enables you to import hardware and software inventory. As with the Organisational Data Sources page we used when importing business units, the page shows a data grid of existing data sources that you have set up.

3.Click New Inventory.
The Create New Inventory Import page appears.

4.In the Import Name box, type a name for the data source, then in the Inventory Type drop-down select Ivanti Discovery.
The Select your sources section appears. We are going to import both hardware and software from Ivanti Data Services.

5.Select the check boxes alongside both the Hardware File and Software File rows.
An Options section appears. The specific options that appear in this section depend on which sources you choose to import.

Although the New Inventory Import pages often refer to "files", we are not going to use files when we import using the Ivanti Discovery inventory type, but are going to import directly from the Data Services database using an API.

6.In the Identify Hardware by drop-down, select Unique ID.
Usually, you identify hardware records using a unique ID. However, if a unique ID is not available, the system can take the name of the OSI and combine it with the Business Unit to identify each item to prevents duplicate hardware records being imported.

7.Click Save.
The data source is saved and the Hardware File page appears.

Choosing the data sources

Now we can specify the sources of our data. If you are not using Ivanti Discovery, this is where you upload the spreadsheets that contain your data. However, we are using Ivanti Discovery in this example, so we don't need to upload anything but instead we use an API to access the Data Services database directly.

To choose the data sources:

1.On the Hardware File page, in the Select the file to import from uploaded files drop-down, select Ivanti Discovery API, then click Next.
The Software File page appears. Again, we are using the API to connect directly to Data Services.

2.In the Select the file to import from uploaded files drop-down, select Ivanti Discovery API, then click Next.
The Settings page appears.

If you import from files, the Map File page appears after the Software File page. This page shows you how the columns in your spreadsheet are mapped to columns in the License Optimizer database, and enables you to modify these mappings. However, because we are using the Ivanti Discovery API, these mappings are done for us and do not need testing or modifying, so this page is skipped.

Data import settings

The next stage is to specify how we want to import the data. You can choose to merge the data into existing records or overwrite existing records, specify if you want to run recognition automatically when the import completes, set a notification email address, and schedule the import to recur.

To specify the import settings:

1.On the Settings page, in the Import Method drop-down, select either Merge or Overwrite,
Merge imports the differences between the current data from the selected data source and the import data sets. Data is inserted, updated, and deleted as required.
Overwrite replaces all data from the selected data source before importing the records from the new import file.

2.Select the Run recognition after import check box.
This means that any software that is imported is automatically matched with items in the Definitive Software Library. If you don't select this check box, you will have to run recognition manually when the import completes.

The decision of whether or not to select the Run reconciliation after recognition check box is yours. If you select it, then after the software data has been imported and matched with items in the Definitive Software Library, the system's rules engine reconciles this information to determine an initial Effective License Position. Until we have imported our licenses later, this will give a meaningless answer – and we are going to run reconciliation manually later after we have imported our licenses (see Reconciliation). However, you might decide to select this check box so that each time you re-import your inventory data, your Effective License Position updates automatically.

3.Type your email address in the Email address for notification after import box.
This data import is likely to import a large amount of data, and take some time. Rather than keep checking back to see if it has finished, get the system to tell you.

The final section on this page enables you to specify a recurrence schedule for the import. We are not going to use that in this example.

4.Click Save & Test Import.
The import configuration is validated and the Test Import page appears, reporting Import Files Validated OK or debug information if there was a problem.

Test import

This page is most useful if you are importing from a spreadsheet. It enables you to examine and preview the data, and run a test import. You can learn more about this in the user guide using the link at the bottom of this page.

However, we are importing from Discovery Services, so all of the hard work of mapping the correct fields and validating everything has already been done for us. All that remains for us to do is to click Queue Import.

The import is added to the queue. The message at the top of the page changes to Import Pending, and the Queue Import button changes to Cancel Import.

You can now click Close and carry on with other work until you receive an email telling you that the import has completed.

When the import has completed, you can see its details on the Inventory Sources page by clicking to expand your data source entry.

What next?

Now that you have some inventory data in your system, you can already use License Optimizer to learn something about your IT estate: Dashboards.

More information

Creating a new data source – more detailed information about creating a new data source

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