Import named users
So far, we have logged in, created other users to help us complete the work, imported business units, and imported hardware and software records. In addition, because we imported the hardware and software records from Ivanti Data Services, the software records that we imported are already associated with the correct hardware record. (If you imported your software from a spreadsheet, you can map a column in your software spreadsheet to the computer name column in the License Optimizer database to associate the software records with the appropriate hardware records.)
Our next step is to import named user records.
Don't confuse the named users we are going to import now with the users that we created earlier. The users we created in User accounts are users of License Optimizer – people who are going to help you with your license management. The users we are going to import now are Named Users of software licenses. Some software licenses entitle you to install an item of software on a specific item of hardware – this is why we have associated our software records with specific hardware records. Other licenses entitle specific named users to use an item of software, which is why we need to import these named users, so that License Optimizer can calculate their license usage.
Two methods for importing named users are described below: using Ivanti Data Services, and using a user list spreadsheet. Much of both of these procedures will be familiar to you if you have worked through the earlier parts of this document, so the procedures below are more brief to highlight the new aspects of data import that we will encounter.
Importing users using Ivanti Data Services
If you have created a connector to Data Services (see Ivanti Data Services), we can import inventory data from there.
To import named users using Ivanti Data Services:
1.On the Data Import page, click the User List tile.
The User List Sources page appears, showing a data grid of existing data sources that you have set up.
2.Click New User List.
The Data Source page for the New User List appears.
3.Type an Import Name, and in the User List Type drop-down, select Ivanti Discovery User.
The Select your sources section appears.
4.Select the User List File check box, then click Save.
The data source is saved and the User List File page appears.
Although the New User List Import pages often refer to "files", we are not going to use files when we import using the Ivanti Discovery User type, but are going to import directly from the Data Services database using an API.
5.In the Select the file to import from uploaded files drop-down, select Ivanti Discovery API, then click Next.
The Map User List File page appears.
6.Set the mappings, then click Next.
The Settings page appears.
7.Complete the Settings page, noting that Merge is the only Import Method available, then click Save & Test Import.
The Test Import page appears.
8.Click Run Test.
The page updates.
9.Use the drop-down list to examine the data that will be imported.
10.If the data looks as you expected, import your named users.
Importing users from a spreadsheet
To import named users from a spreadsheet:
1.On the Data Import page, click the User List tile.
The User List Sources page appears, showing a data grid of existing data sources that you have set up.
2.Click New User List.
The Data Source page for the New User List appears.
3.Type an Import Name, and in the User List Type drop-down, select User List.
The Select your sources section appears.
4.Select the User List File check box, then click Download Template.
A template spreadsheet is downloaded.
5.Click Save.
The data source is saved and the User List File page appears.
6.Enter your named users into the template spreadsheet.
When filling the spreadsheet with your named users, do not change the column headers. If you leave the column headers as they are in the template spreadsheet, the columns will be matched with columns in the License Optimizer database automatically.
7.On the User List File page, click Select then find your completed spreadsheet and upload it to the server, then click Next.
The Map User List File page appears.
8.Check that the mappings look OK, then click Next.
The Settings page appears.
9.Complete the Settings page, noting that Merge is the only Import Method available, then click Save & Test Import.
The Test Import page appears.
10.Click Run Test.
The page updates.
11.Use the drop-down list to examine the spreadsheet, import log, and data that will be imported.
12.If the data looks as you expected, import your named users.
You can see the named users that you imported by clicking Users under Estate Management in the menu bar.
What next?
We have software, and we have the hardware it is installed on and the users who user it, so that's one half of the information we need. The other half is the licenses, so let's look at them: Licenses.
More information
Creating a new data source – more detailed information about creating a new data source
Named User Management – information about named users