Procedure for importing your inventory
To import your inventory data into Octopus, send us
your data in Excel format.
Send the Excel file to the following email address: support@octopus-itsm.com.
Specifications:
·
The first row must contain the name
of the attributes to be imported. The attribute name must be exact.
Click here to view the list of attributes common to all CIs and click here to view the list of attributes specific to each CI
type.
·
The first column must absolutely
contain the CI type ID (1: Workstation, 2: Laptop, etc.) while the second
column must contain the CI’s name.
The other
columns may contain the fields of your choice.
NOTE: Only
the attributes specified within the Excel file will be updated.
·
When an attribute consists of a
list of items (for instance, the list of departments), items not previously
part of the list will be added automatically.
There is
only one exception to this: the list of statuses. To add a status, use the reference data
management form.
·
The format for the date must be
“yyyy-mm-dd” (ex: 2006-12-31).
·
Periods must be used as decimal
separators (ex: 12.5).
Notes:
·
Before importing your computers’
inventory, we recommend that you use Octopus to perform an inventory update of
your computing equipment.
The inventory update process may be performed in two
phases:
1. Importing the list of users,
computers and printers defined in your Windows domain.
2. Importing the configuration information of each
computer (manufacturer, model, serial number, processor type, memory,
etc.).
·
The import procedure is applicable
to CI creation as well as to CI updating. For example, after having made your
inventory (preceding point), you may send us an Excel file containing the
missing attributes (see the above screenshot). The Excel file may be composed
of a minimum of 3 attributes: the CI type ID, the CI’s name and the attribute
which you want to update.
·
To import a relationship between
two CIs (for instance, a printer which is connected to a workstation), you must
send us an Excel file containing the three following columns:
|
CI1 |
The name of the first CI involved in the
relationship. |
|
CI2 |
The name of the second CI to which the first
is linked. |
|
RelationID |
The relationship’s ID. Click here to consult the list of possible relationships
between two CIs. |
In the
above example, a relationship of the “Is connected to” type (RelationID 1) will
be created between workstation “XP-JHALL” and monitor “4096”.
|
|
If there are attributes which you would like
to import but which do not exist in Octopus, you can create them with the CI Type Management. |
List
of CI types
|
Type |
ID |
|
Bar-code reader |
26 |
|
CD-ROM |
17 |
|
Desktop phone |
6 |
|
Digital camera |
15 |
|
Fax |
5 |
|
Handheld assistant |
12 |
|
Hub |
21 |
|
Keyboard |
25 |
|
Laptop |
2 |
|
Magnetic card reader |
27 |
|
Mobile phone |
16 |
|
Modem |
16 |
|
Monitor |
4 |
|
Pager |
11 |
|
Printer |
8 |
|
Projector |
13 |
|
Router |
19 |
|
Scanner |
14 |
|
Server |
3 |
|
Software |
9 |
|
Switch |
20 |
|
Tape backup unit |
18 |
|
UPS |
22 |
|
Workstation |
1 |
List of attributes common to all CIs
|
Attribute |
Value |
Description
/ rule |
|
CITypeID |
Numerical |
The CI type ID (1: workstation, 2: laptop, 3:
server, etc.). |
|
Name |
Text (125) |
The name must be unique, regardless of the
CI’s type. |
|
Status |
In operation In stock Under repair Retired |
If no status is specified at the moment of the
CI’s creation, the default status will be “In operation”. The status must be contained within the list.
To add a status, use the reference data management form. |
|
Critical |
No Yes |
If the “Critical” attribute is not specified at
the moment of the CI’s creation, it will be set by default to “No”. |
|
Manufacturer |
Text (50) |
Automatically detected by WMI (applicable to
the “workstation”, “laptop” and “server” types). |
|
Model |
Text (50) |
A model is associated to a manufacturer and
to a CI type. Automatically detected by WMI (applicable to
the “workstation”, “laptop” and “server” types). |
|
SerialNumber |
Text (50) |
Automatically detected by WMI (applicable to
the “workstation”, “laptop” and “server” types). |
|
InventoryID |
Text (50) |
Inventory ID. |
|
Department |
Text (50) |
Department. |
|
SubDepartment |
Text (50) |
Sub-department. |
|
Responsible |
|
The Windows account name (login name) of the
CI’s responsible (ex: plamoureux). Make sure that you have beforehand imported the users contained
within your Windows domain in order for the users’ Windows accounts to be
specified. |
|
Site |
Text (50) |
|
|
Room |
Text (50) |
Room. |
|
Category |
Text (50) |
Category. |
|
Note |
Text (5000) |
|
|
Purchase |
||
|
Supplier |
Text (50) |
Supplier. |
|
OrderNumber |
Text (50) |
Order number. |
|
DateOfPurchase |
Date |
Date of purchase. |
|
PriceOfPurchase |
Numerical |
Price of purchase. |
|
WarrantyExpiryDate |
Date |
Warranty expiry date. |
|
Lease
contract |
||
|
LeaseSupplier |
Text (50) |
Lease supplier. |
|
LeaseOrderNumber |
Text (50) |
Lease order number. |
|
LeaseContractNumber |
Text (50) |
Lease contract number. |
|
DateOfLease |
Date |
Date of lease. |
|
CostOfLease |
Numerical |
Cost of lease. |
|
TermOfLease |
Date |
Term of lease. |
·
The numbers in parentheses indicate
the maximal number of characters.
List of additional attributes specific to each CI type
|
Attribute |
Description |
|
Workstation,
laptop and server |
|
|
IPAddress |
IP address. |
|
MACAddress |
Automatically detected via WMI. |
|
HardDriveCapacity |
Hard drive capacity. Automatically detected via WMI. |
|
NetworkAdapter |
Network adapter. Automatically detected via WMI. |
|
VideoAdapter |
Video adapter. Automatically detected via WMI. |
|
RAM |
RAM. Automatically detected via WMI. |
|
SocketNumber |
Socket number. |
|
OperatingSystem |
Operating system. Automatically detected via WMI. |
|
ProcessorType |
Processor type. Automatically detected via WMI. |
|
Digital
video recorder |
|
|
IPAddress |
IP address. |
|
MACAddress |
Automatically detected via WMI. |
|
Printer |
|
|
IPAddress |
IP address. |
|
MACAddress |
Automatically detected via WMI. |
|
NetworkAdapter |
Network adapter. Automatically detected via WMI. |
|
RAM |
RAM. Automatically detected via WMI. |
|
SocketNumber |
Socket number. |
|
PrinterType |
Printer type. |
|
Software |
|
|
Platform |
Platform. |
|
Version |
|
|
Monitor |
|
|
Size |
Size. |
|
MonitorType |
Monitor type. |
|
Firewall |
|
|
IPAddress |
IP address. |
|
MACAddress |
Automatically detected via WMI. |
|
Pager |
|
|
EmailAddress |
Email address. |
|
Code |
|
|
PagerNumber |
Pager number. |
|
Type |
|
|
Fax |
|
|
SocketNumber |
Socket number. |
|
FaxNumber |
Fax number. |
|
Cell
phone |
|
|
EmailAddress |
Email address. |
|
PhoneNumber |
Phone number. |
|
Type |
|
|
Office
phone |
|
|
SocketNumber |
Socket number. |
|
PhoneNumber |
Phone number. |
·
All additional attributes are of
textual type and have a maximum of 250 characters.
List of possible
relationships between two CIs
|
Source CI |
Target CI |
Relationship |
ID |
|
·
Workstation ·
Laptop ·
Server |
·
Monitor ·
Printer (local printer) ·
Scanner ·
Modem ·
CD-ROM ·
Tape backup unit |
Is connected to |
1 |
|
·
Workstation ·
Server |
·
UPS |
Is connected to |
1 |
|
·
Workstation ·
Laptop ·
Server |
·
Printer (network printer) ·
Server |
Uses / Is used by |
2 |
|
·
Workstation ·
Laptop ·
Server |
·
Software |
Has installed / Is installed on |
3 |
|
·
Software |
·
Server |
Uses / Is used by |
2 |
|
·
Pager |
·
Pager |
Regroups / Is part of the group |
4 |