A tweet I made regarding how easy it was to upload bulk configuration item data inspired this post. What you’ll find here are the steps needed to make a sample bulk upload of data into Nimsoft Servicedesk. Please note I’m going to be using bogus data or blurring out certain parts of my screen shots purposly. When the smoke had cleared I wished I had a Staples “That Was Easy” button nearby.
First, under the Application Setup menu on the left side, click the Bulk Process Data link. In the screen that is displayed, you’ll see two templates available. Nimsoft Servicedesk allows you to use an xml based file or xls based file. For my example we’ll be demonstrating xml so if you’d like to follow along, click on XML Template for Bulk Upload.xml. Now that the template is highlighted grey, click the Download button and save the file to a local temp directory on your computer.
Use My Computer, Windows Explorer, Finder, or whatever means you’d like, to navigate to and open the xml template you’ve just downloaded. If you don’t have a friendly xml editor, I highly recommend using the open source application, Notepad++ (Notepad++ and Why It Rules). Once you have the file opened in an editor, you’ll easily recognize the entities and records available for editing and processing. They are: Organization, Sites, Locations, Support Groups, Contact Persons, Roles, Categorizations, Configuration Items, CI Related Contacts, and Language Catalog. For this demonstration I’m removing every entity and record to only load a single configuration item. Once stripped down, the file should look similar to what I have below. If I want to add more configuration item records, I could copy and paste the section from <record> to </record>, make edits to this second record for the new CI and repeat this process for as many records as needed.
Once you have completed editing or preparing your bulk load xml file, perform a Save As to preserve the originally downloaded template and name it according to what the contents are and maybe the date you’re saving the file. Use whatever naming convention works for you and keep track of any and all bulk upload files you create as you may need to re-use them to update or change records in the future.
Next, referring to screen shot above, click the Browse button and select your newly saved xml file. Enter a name for this upload and add an optional description. Lastly, notice the import/update and delete option boxes. Make sure you’ve made the proper selection before proceeding and click Upload to begin processing the file. Now that the file has been uploaded, you’ll notice a total of six tabs are now displayed. Labeled Step 1-6 they should be followed in order to execute the job.
Cycle through each tab and try to understand what each section represents. Step 2: Map Worksheets, nothing needs to be changed as we’ve only populated a single configuration item record. Click the configuration item row and you’ll see that it is preset to the proper sheet name. Step 3: Map Columns, lets us check each entity column and alter its mapping if needed. We can leave this as default for our example. Step 4: Preview Data, is an important tab that displays the columns in use and the data we’re about to upload. Give it a close look and confirm your data appears as it should. Step 5: Execute Operation, is where the magic happens. Click the Import button and you’re off to the races. Step 6: Log, shows the output or result of the upload.
Being a Nimsoft Servicedesk administrator or configure-er has been very educational for me and maybe this post will help some other admin out there with processing bulk data. Good luck! New to Nimsoft or want to see a product demonstration? Visit here: http://info.nimsoft.com/nimsoft101-live-demos.html