Importing the assets for the first time

When you import the assets into the asset system for the first time, the scenario can be as follows:

  • You have a CCS Manager registered to a site.

  • You have at least one data collector configured.

    The configuration of the CSV data collector and the configuration of the Common platform through CSV settings are optional.

  • You have identified the asset type for which you want to import the assets.

  • You have at least one Add rule created through the reconciliation rule to add the assets of the identified asset type in the system.

    See Creating reconciliation rules without manual review.

    If you do not have any custom rule, you can use the Add rule from the predefined rules.

    See Predefined reconciliation rules.

Note:

On the first day, if you do not have the CSV data collector configured, the data for the fields that are common across all asset types is not imported. You can set the common fields data later using the reconciliation rules.

See Using a Pre rule to set the values of the common fields.

Note:

The default data collector is not applicable for fresh installation of CCS.

The asset import involves the following steps:

  • Creating an asset import job

  • Executing the asset import job

To import the assets for the first time

  1. Go to Manage > Assets > Asset System.

  2. On the taskbar, from the Asset Tasks select Import Assets.

  3. In the Specify Name and Description panel, in the Name box, type the name for the import job.

    You can optionally type the description for the import job and click Next.

  4. In the Select Asset Type, Source, and Scope panel, select the asset type to import the assets, source, and scope of asset import.

    Depending upon the asset type and the source that you select, the scope is available as a site or an asset type. For configuring the data source or the assets, click (+) icon and update the configurations.

  5. In the Add or Edit Configurations panel, specify the required information and click OK.

    See Configuring a data source for asset import.

  6. In the Select Asset Import Scope panel, browse through the assets hierarchy and select a folder to add the assets from. Click Add to add it as a scope and click Next.

    In the Limit Asset Import Scope dialog box, you can select the additional scope from the list of the supported scopes and click OK.

    See About scopes in asset import.

  7. In the Add Reconciliation Rules panel, click Add Rules.

  8. In the Select Reconciliation Rules panel, from the left pane, navigate to Reconciliation Rules > predefined rules .

    In the right pane, select Add asset to the Asset System and click Add. Click OK.

    The rule adds all the assets to the asset system.

    See Predefined reconciliation rules.

  9. In the Specify Asset Field Filters panel click Next.

    You do not need to filter the assets with the field filters when you import the assets for the first time.

  10. In the Schedule panel, click Run now.

  11. In the Specify Notification Details panel, if you want to send the notification of job completion or job failure, do the following:

    • Type the subject and message of the notification mail.

    • Type the email ID of the sender and the receiver.

  12. In the Summary panel, review the configurations for the import job and click Finish.

    Go to the Monitor > Jobs view to monitor the current status of the job.

See About the first time asset import

See Configuring for asset import

See Configuring credentials for asset import and data collection.

Imported Document ID: HOWTO75525
Legacy ID: v64492321_v74603629

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