License Optimizer

Data Import

Before you can use the tools and features of License Optimizer, you need to input all your relevant data. You typically import this data from a number of different data sources.

Best practice: three methods for getting inventory data into License Optimizer, and the best strategy to use: Watch the video (4:40)

Click Data Import under Data Management on the menu bar to display the Data Import page, where you can manage your data sources and imports. To help you to estimate how quickly your imports will take to run, the current total number of pending and scheduled data imports appears in a banner at the top of the page. The Data Import page has two sections:

Data Import data grids

Clicking an Import Type tile displays the list of imports configured for that data type in a data grid. For information about using data grids, see Viewing pages of data.
To return to the Data Import page from a Data Import data grid, click .

The Data Import data grids for each of the data types are the same, except for the Inventory data type, which has an extra column for Hardware Change. For more information, see Hardware Change.

To see details of the import records for a data source, click to the left of the required data source to see the Imports Expansion pane. Two of these fields can help you to determine how long an import is likely to take. The Import Started value shows the time when the import started, and the Time Taken shows how long it took to complete.

Downloading an import template

A convenient method for creating an import data file is to download a template from an existing data source of the same type. This spreadsheet has the appropriate columns along with an indication of the data type required in each column.

To download an import template:

1.From the Data Import page, click the required tile under Import Types.
A Data Import data grid appears.

2.In the Options column for a record with the same Import Type that you want to use, click , then click Download Template.
The Download Template dialog appears.

3.Select the required type of file you want to download, then click Download Template.
A Microsoft Excel file containing the required columns is downloaded.

Alternatively, when you create a data source, a Download Template becomes available on the Data Source page when you have chosen the type of import.

Some columns in your data import correspond to lookup values that accept only specific allowed values, otherwise the associated record is not imported. For this reason, it is very important that you take care when entering values into these lookup columns. To help with this, the Data Import page enables you to copy the accepted lookup values for a data source to your computer's clipboard, so that you can paste these values into your source file. For more information, see Data Import lookup values.

For the Contract and the General license templates, columns that require specific allowed valuesClosed (Contract Type and Currency Code for Contract and Metric, Maintenance Type, Currency Code, Entitlement Type, License Type, and Valid For for General) have those values in drop-downs in the first data row of the spreadsheet. Drag the bottom right corner of the cell down the column to copy the drop-down to your other rows, then use the drop-down control to select the required value. The spreadsheets that are the Contract and General license templates also include tooltips that describe what is required in each column, which you can display by hovering your mouse pointer over the column heading.

See also

Creating a new data source

Data Import lookup values

Hardware Change

Calculated Columns


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