You can import asset data, such as software license data, using CSV (comma separated value) files.
Verify that asset data is appropriate and formatted properly before importing it.
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You can import license data from prepared CSV files.
If you want to assign the imported assets to an Asset Subtype, add the subtype before you import the assets. See Add Asset Subtypes and select Device Detail page preferences.
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a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
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If one or more asset import operations are scheduled, the Import Assets list page appears, listing the import operations. To import assets from an CSV file, click Choose Action > New to start the Import Assets wizard. |
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If there are no scheduled asset imports on the appliance, the Import Assets wizard appears. |
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Select this option to complete a one-time asset import from a CSV file. Then, click Browse or Choose File, then select the CSV file. | |||||||||||||||||||||
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If the CSV file contains a header row, as it does in this example, select the File Header Row check box, then click Next. |
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Scheduled asset imports only. On the Asset Import Selection Schedule page that appears, create a schedule for importing the CSV file. |
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Run in combination with an event rather than on a specific date or at a specific time. | |||||||||||
Every n hours |
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Run daily at a specified time, or run on a designated day of the week at a specified time. | |||||||||||
Run on the nth of every month/specific month at HH:MM |
Run on the same day every month, or a specific month, at the specified time. | ||||||||||
Run on the nth weekday of every month/specific month at HH:MM |
Run on the specific weekday of every month, or a specific month, at the specified time. | ||||||||||
Run according to a custom schedule. Use standard 5-field cron format (extended cron format is not supported): Use the following when specifying values:
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NOTE: In this example, the Asset Subtype, Productivity, has been added to the License Asset Type. The Subtype drop-down list is empty if you have not added subtypes for the License Asset Type. During import, all assets are assigned to the selected subtype. |
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In the CSV Fields drop-down list, select the fields that correspond to the appliance Required Standard Fields and Required Asset Fields. The mapping of these fields depends on the contents of your CSV file and the Asset Type. For the example in this section, use the following values: |
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Asset Name=Name |
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Location=Location |
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Asset Status=Asset Status |
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License Count=License Count |
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Applies to Cataloged Software=Software Catalog |
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License Mode=Mode |
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If the assets you are importing use barcodes, in the Barcode Fields area, indicate how you want to import the barcodes. |
The field in the CSV file that contains the barcode format. For example, UPC-A, Code 11, or UPC-E. |
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One-time imports only. Complete the following steps. |
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b. |
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Scheduled imports only. Complete one of the following steps: |
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Click Save to save your newly created scheduled import. The Import Assets list page appears, showing the scheduled import entry in the list. |
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Click Run Now to import assets from the CSV file, and to save your scheduled import settings. |
When the import is complete, the assets appear in the Assets list. If the titles of the software matched titles in the Software Catalog inventory, the assets are associated with the inventory items and you can view them on the Software Catalog Detail page for the items. The progress bar on the top of the page shows the completion of the task.
You can import asset data, such as software license data, using CSV (comma separated value) files.
Verify that asset data is appropriate and formatted properly before importing it.
1. |
3. |
5. |
You can import license data from prepared CSV files.
If you want to assign the imported assets to an Asset Subtype, add the subtype before you import the assets. See Add Asset Subtypes and select Device Detail page preferences.
4. |
a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
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If one or more asset import operations are scheduled, the Import Assets list page appears, listing the import operations. To import assets from an CSV file, click Choose Action > New to start the Import Assets wizard. |
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If there are no scheduled asset imports on the appliance, the Import Assets wizard appears. |
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Select this option to complete a one-time asset import from a CSV file. Then, click Browse or Choose File, then select the CSV file. | |||||||||||||||||||||
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If the CSV file contains a header row, as it does in this example, select the File Header Row check box, then click Next. |
7. |
Scheduled asset imports only. On the Asset Import Selection Schedule page that appears, create a schedule for importing the CSV file. |
a. |
b. |
c. |
Run in combination with an event rather than on a specific date or at a specific time. | |||||||||||
Every n hours |
|||||||||||
Run daily at a specified time, or run on a designated day of the week at a specified time. | |||||||||||
Run on the nth of every month/specific month at HH:MM |
Run on the same day every month, or a specific month, at the specified time. | ||||||||||
Run on the nth weekday of every month/specific month at HH:MM |
Run on the specific weekday of every month, or a specific month, at the specified time. | ||||||||||
Run according to a custom schedule. Use standard 5-field cron format (extended cron format is not supported): Use the following when specifying values:
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8. |
a. |
b. |
NOTE: In this example, the Asset Subtype, Productivity, has been added to the License Asset Type. The Subtype drop-down list is empty if you have not added subtypes for the License Asset Type. During import, all assets are assigned to the selected subtype. |
c. |
9. |
In the CSV Fields drop-down list, select the fields that correspond to the appliance Required Standard Fields and Required Asset Fields. The mapping of these fields depends on the contents of your CSV file and the Asset Type. For the example in this section, use the following values: |
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Asset Name=Name |
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Location=Location |
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Asset Status=Asset Status |
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License Count=License Count |
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Applies to Cataloged Software=Software Catalog |
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License Mode=Mode |
10. |
11. |
If the assets you are importing use barcodes, in the Barcode Fields area, indicate how you want to import the barcodes. |
The field in the CSV file that contains the barcode format. For example, UPC-A, Code 11, or UPC-E. |
12. |
13. |
One-time imports only. Complete the following steps. |
a. |
b. |
14. |
Scheduled imports only. Complete one of the following steps: |
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Click Save to save your newly created scheduled import. The Import Assets list page appears, showing the scheduled import entry in the list. |
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Click Run Now to import assets from the CSV file, and to save your scheduled import settings. |
When the import is complete, the assets appear in the Assets list. If the titles of the software matched titles in the Software Catalog inventory, the assets are associated with the inventory items and you can view them on the Software Catalog Detail page for the items. The progress bar on the top of the page shows the completion of the task.
To ensure that your organization has the correct licenses for installed software, you can view License Compliance information on the License Compliance list and on the License Compliance Dashboard widget. The License Compliance list shows all the software license information you have added through License assets, as well as information from the Software Catalog about applications that require licenses.
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1. |
a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
NOTE: Information on the License Compliance list is updated every day after the appliance daily backup is complete. If the list is empty, either there are no applications in the Software Catalog inventory, or the information on the page has not been updated. In addition, if all the variances show negative numbers, which indicates that there are more installations than license seats, verify that you have added License assets for the applications. See Add License assets for Software Catalog inventory. |
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To force the appliance to update License Compliance information, click Update Now above the list on the left. Depending on the number of applications in inventory, this process might take a few minutes. |
TIP: When you click Update Now, the appliance updates the data for each of the items on the list. However, when you click the Refresh button above the list on the right, the appliance simply redisplays the information already collected. It does not obtain new license usage information. |
The number of application installations on Agent-managed devices. | |||||||||
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The license type. License types include:
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TIP: When a group, such as Office, is collapsed to show only the top-level item, a warning icon is displayed to the left of the Name column if any item in the group has a negative variance or is using more seats than the license allows: . |
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To view the License Compliance widget, click Home on the left navigation bar to go to the Admin-level Dashboard page. |
TIP: If the License Compliance widget is not visible, click Customize in the upper right to install it. See Customize Dashboard pages. |
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