Import Step

Description

1. Determine the Import Type

Using Data Management there are several ways to import data into Service Manager: from a csv file, from a database and from an LDAP source. Determine which method suits your needs then provide the connection details to the wizard.

2. Review Validation Results

The source data is verified. See Importing a csv file and Importing SQL Server data for more informa­tion about what is required.

3. Map Your Data

A data map transforms source data into objects in the CMDB or it updates existing objects. Create a map with the import wizard and determine:

•   which object you wish to create or update

•   which properties to import and which properties to ignore. For example, if you have no content for the Refresh Date, then you would not import anything into that property. Your con­tent may contain some or all of the properties of the object, but you choose which ones to import and which ones not to import. Properties that are required, identified with a red asterisk, must have data in them. Required properties are not essential when updating existing objects.

•   what changes to make to the content as it is being imported. For example, change the value of Notes during the import so that all the computers created have a value that is different from your source content operation. There are a variety of ways you can change the content during an import, such as concatenate or substring. For more details on how you can change the content, see Property types and actions for them and About mapping data.

•   what relationships to create during the import. Your source data may contain information about multiple objects, which means you may need to create relationships between them during the import. You can either use values in your source data for the objects in the relationship, or you can enter new values.

4. Review Import Results

The source data is either added as new objects to Service Man­ager or as updates to existing objects.

If errors occur during the import they are summarized as part of the results. The type of error handling you chose in the beginning determines how the import behaves when an error occurs. For more details about error handling, see Error handling options.