Run import

1. On the Home menu, select Import data.

   The Import data view appears.

2. Select import type to start the import wizard, which will take you through the steps described in the following sections.

note

The import procedures for the following import types are described in separate sections:

• Licenses, see Import or update licenses.

• Microsoft License Statement (MLS) files, see Microsoft License Statement (MLS) file import.

• Oracle orders, see Bulk-import Oracle orders.

Upload a data source

1. Select Browse and then select the import source file.

2. If the import source file is a CSV file, select used Delimiter from the list. Otherwise, leave the default value.

3. Select Next.

Configure import settings

This step is included when importing computers, custom objects, and license assignments.

1. Manage settings for the data import according to the following sections. Available import settings depend on the type of import/update.

2. Select Next.

Computer update settings

In the Obsolete computer action list, select how to handle computers that exist in the SAM Core on Snow Atlas database but not in the import source file. The options are described in the following table.

Options for Obsolete computer action	Description
Do nothing	Nothing will happen to the obsolete computers.
Inactivate	All obsolete computers will be inactivated during the import. An inactive computer does not require licenses for its installed applications and is not included in the compliance calculations.
Archive	All obsolete computers will be archived during the import. An archived computer is removed and all licenses currently attached to it are released.
Delete	All obsolete computers will be deleted during the import. A deleted computer is removed from the system; all computer details are deleted and all attachments to users, agreements, licenses, etc. are released.

caution

A computer that has been archived or deleted during import cannot be restored. If you have an import file that does not include all the computers in the database, only select Archive or Delete if you really want to remove them from the system.

Custom object update settings

In the Object type list, specify the object type that will be updated. Depending on object type, different destination fields will be available in the Field mappings.

License assignment import settings

In the Assignment action list, select to add to existing assignments on a license, or to replace them completely.

Map source and destination fields

Map the column headers of the import Source file to the corresponding Destination fields in SAM Core. Mandatory fields are marked with an asterisk * and must be included in the import source file. The fields to be mapped depend on the type of import/update.

If the source file has no header, Map by index can be used instead.

Map and configure identifiers

For updated information to be mapped to the correct items, an identifier must be selected. Depending on how the import file looks like, select to identify by using the file header or to map by index.

To map and configure identifiers:

1. To map by index, select the Map by index check box.

2. In the Map identifiers destination list to the right, select identifier.

3. In the Map identifiers source list to the left, select column header or column position where information on selected identifier is found.

4. To remove any spaces in the beginning or the end of a data value, select the Trim leading or trailing white space check box.

Map and configure field mapping options

1. To configure a field mapping, select the Mapping  icon to the right of the field name.

   A dialog box appears.

2. To remove any spaces in the beginning or the end of a data value, select the Trim leading or trailing white space check box.

3. To map by index, select the Map by index check box.

4. Enter a Default value to be imported if there is no value in the source field.

5. Optionally, enter a Prefix (text and/or number) to be added in front of all imported values. This can be used for separating objects from different sites. For example, enter **SE\_** to be added in front of all computers located in site Sweden.

6. For update of existing items an option is included for any existing custom fields. In the Empty value action list, select how the system shall handle an empty field in the source file when updating the database:

   • Do not update: The database will not be updated.

   • Remove value: The database will be updated with the empty (blank) value.

     note

     If a Default value has been defined, see above, the Empty value action will not apply.

7. Select Save. The Mapping icon to the right of the field name is replaced by an exclamation mark indicating that settings have been made.

8. In the Source list, select column header or column position where information on selected Destination field is found.

9. Repeat the previous steps for every field mapping.

10. Select Next.

Preview of imported data

In the Preview of imported data, errors, missing information, and data that differs from what is expected are color-highlighted, according to the following table.

Color of field	Description
Yellow	If the Allow users to save incomplete licenses check box is selected in Snow > Manage > Application settings > License Management, fields that are missing the required information are highlighted in yellow.
Red	Errors like conflicts or invalid values are highlighted in red. Rows that have any fields highlighted in red will not be imported.

It is possible to continue with the import/update even if there are invalid rows. However, only rows that are not highlighted or highlighted in yellow will be imported.

To preview the data:

1. To see more information about a highlighted field, point to the field.

2. To export the entire preview to an Excel file, select Export all rows.

3. To export only rows with errors, select Export invalid rows Descriptions of the errors/warnings will be included in the file. This may help you to correctly create the source file, with the right fields and content.

4. To go back and correct field mappings and import settings, select Previous.

5. To start the import, select Next.

Import

The progress of the import is displayed.

• When completed, select Finish.