Bulk Updating CIs Using the Excel Sheet

Owned by Enterprise IT
May 08, 2024
2 min read

Read Complete Release Notes

Feature released in SummitAI IT Service Management (Denali SP3, CMDB)

What's New?

Now, the User can update the CIs in bulk using the excel sheet. To do the bulk update, the administrator must enable the Edit CIs Without CR check box on the TENANT page.

Business Benefit

Using the bulk update feature the user can save the time in updating all CIs at once instead of performing the action one at a time.

Personas

  • Administrator configures the TENANT page.
  • End User updates the CIs in bulk.

Prerequisites

This section includes information about prerequisites to enable the bulk update CIs in CMDB.

Updating CIs in Bulk

To update the CIs in Bulk:

  1. Click CMDB > User > Import Configuration Items. The IMPORT CONFIGURATION ITEMS page is displayed.
  2. Select the required Tenant in the Tenant drop-down list.

  3. Select Update from the Import Type drop-down list.

    Import Configuration Items Page
    Figure: Import Configuration Items Page

    Note:

    During the bulk update:

    • If the Unique Field value is the Configuration Item ID and the CI ID does not exist in the CMDB, then the record gets discarded.
    • If the Unique Field value is the Device/Host Name or Serial No and there exists the same Device/Host Name or Serial No for the other CI ID in CMDB, then the record gets discarded.


  4. For the Classification field, click the SEARCH icon and select the Classification from the list.
  5. Select the required Unique Field name in the Unique Field drop-down list  that contains the values IP Address, Configuration Item ID, Device/Host Name, or Serial No.

  6. Click DOWNLOAD CMDB IMPORT TEMPLATE icon on the ACTIONS panel. A Microsoft Excel sheet is downloaded to your system. The Excel sheet has specific name and columns. The name and configuration of the spreadsheet depends on the option selected in the Classification field. Update the required data in the spreadsheet and save it.

    Note:

    The DOWNLOAD CMDB IMPORT TEMPLATE is displayed on the ACTIONS panel after the Classification is selected.

  7. Click  icon in the Source field to upload the saved spreadsheet and click SUBMIT.

  8. Click the link on the Select column. You are navigated to the MAP COLUMNS tab where you can map the Source and Destination fields. 
  9. Click NEXT. You are navigated to the UPLOAD MASTER tab where you can preview the values of the Excel sheet.
  10. Click BULK UPDATE to update  CIs with values as entered in the spreadsheet. If there are multiple entries  in the Excel sheet, you can check the Discard check box to exclude the selected entries from being updates as new CIs.