Importing Services

Owned by Enterprise IT
May 29, 2024
4 min read

SummitAI Service Management Help

Configuration Management Database

Importing Services in bulk is introduced to simplify and reduce time invested in adding Services. You can create multiple Services by importing the values from a spreadsheet / Excel. You can import services by mapping CI (Configuration Items) Linking field. 

To import Services: 

  1. Click CMDB > User > Manage Configuration Items > Import > Import Service. The Import Service page is displayed. 

       2. In the General tab, select the required Tenant in the Tenant drop-down list.  

Notes

  • DOWNLOAD SERVICE IMPORT TEMPLATE is enabled in ACTIONS Panel only when the Tenant is selected. A Microsoft Excel sheet is downloaded to your system. The Excel sheet has specific names and columns. Update the required data in the spreadsheet and save it. If CI ID is selected in CI Linking field, the excel sheet template values must be “|” separated. If in CI Linking field IP Address, Device/Host Name, or Serial Number is selected then the values must be comma “,” separated. 

  • On implementing the License changes in the CMDB module, the Manage Configuration Items Import and Service are not visible to logged-in end users.

      3. Click SUBMIT. A table listing uploaded Services sheet is displayed. Select the sheet to import the Services. For information  about the fields under the GENERAL tab, see Field Description.

Figure: IMPORT SERVICES -General tab. 

    4. A table listing mapped data from the template in the Source field and the attributes in the Destination field is displayed. Source contains the fields from Excel that are imported and Destination fields are the fields available in application database.  Select the required options if not already selected. Click NEXT. 

  For information about the fields under the MAPPING tab, see Field Description.     

  5. A table listing all the added Assets is displayed under PREVIEW tab. For information about fields under the PREVIEW tab, see Field Description. 

Figure:  IMPORT SERVICES -Mapping tab. 

Figure:  IMPORT SERVICES -Preview tab 

6. Click IMPORT SERVICE on the  ACTIONS  panel. 

Figure: Services Imported successfully 

Note

If you want to discard Services that you do not want to import, select the appropriate check boxes in the Discard column, and then click IMPORT SERVICE. If any invalid data is present in the row the entire row will be discarded

Consider the following scenarios to know about when the services that you want to import through excel / spreadsheet will be discarded. 

Scenario 1: Consider a service, Service 1 which exists in the application. If you are trying to import Service 1 through excel which is of same name, then this service - Service 1 from excel is discarded and appropriate error message is displayed. 

Scenario 2: Consider a service with name Service 2 which is added two times in the excel sheet and you try to import the same. In such a case this Service 2 is imported only once.  

Scenario 3: Consider a service, Service 1 with two CIs in the CI Linking field – CI 1 and CI 2. In this case, CI 1 is available in the system and CI 2 is not available in the system. Then application will import only CI 1 and will discard CI 2. This is a case of partial discard. 

Scenario 4: For a service – Service 2, Consider three customers, Customer 1, Customer 2, and Customer 3. If any one of the customer names are invalid, then entire row is discarded. 

Field Description  The following table describes the fields on the IMPORT SERVICES page: 

Field Description 
General tab

TenantSelect the Tenant to which you want to add/ update Assets. Based on your requirement, you can configure the name of this field. 
Import type 

Select appropriate import type. 

  • Add: To add new Services. 
  • Update: To update existing Services. For more information, see Updating Services 
Source

Click the Upload icon to upload an appropriate file. After you upload a file and click SUBMIT, a Select a sheet to import the Services table listing uploaded file is displayed. Select the sheet from which you want to import Assets.  

Note: Files with .xls or .xlsx are only allowed 

CI Linking Field Link CIs using any one option from drop-down list that contains the values CI ID, IP Address, Device/Host Name, or  Serial Number. Select the required value.  
Mapping Tab This tab displays the list of fields with its mapping result. If the Destination and Source are the same, it indicates that the field is mapped. If the fields are not correctly mapped, you will see <ignore> value in the Source field. Select the appropriate value in the Source field. 
Preview Tab Displays the mapped values. If a field has invalid data, an error message is displayed, and the mismatch data type is highlighted in red color. Duplicate Details message is displayed if data is repeated in the excel sheet. Click the arrow to view the serial numbers of duplicated Assets. 

ACTIONS

You can perform the following actions from the  ACTIONS  panel of the Import Services page. 

IconsAction

Downloads the Service import template. 

Import / Upload services using template. 

Note

When CIs are invalid a Discard template is enabled under ACTIONS panel. This template can be downloaded. CIs can be corrected and reuploaded.