Importing CI relationships from CSV files

You can import the relationships for the CIs that you import into FootPrints. Instructions are provided below for importing from comma-separated values (CSV) files.

If you import a CI relationship between more than one CI types, only the first relationship in the CSV file between the CIs is considered. The other relationships are not imported.
For example, if you import a relationship between a SERV0002 with Desk0004 and Lap0002, only the relationship between SERV0002 and Desk0004 is imported.

  • To import a CI relationship between more than one CI type, you must create a CSV file to import each relationship.
    For example, you must create a separate CSV file to import relationship between SERV0002 and Desk0004, and SERV0002 and Lap2002.
  • Ensure there are no empty cells for a field in the CSV file. If there is an empty cell, the import fails.

For more information about importing CIs, see Importing CIs from CSV files.

To import CI relationships from a CSV file

  1. Click the Administration tab.
  2. In the System Management section, click Import.
    The Task Scheduler page appears, showing a list of scheduled tasks and their status. Tasks with a Status of “Completed” were performed successfully; tasks with a Status of “Completed with Errors” failed.
  3. Click New Task and select Import Task > CI Relationships.
    The Import CI Relationships page appears, showing the Source Type pane.
  4. In the Source Type field, select Text (CSV).
  5. In the left pane, click Source Configuration.
    The Source Configuration pane appears.
  6. Complete the fields:
    1. In the File Location field, select the location.
      Options are Local Directory, Network Server, and Web.
    2. In the Data Encoding field, select the encoding method.
      Options are Server default and UTF-8.
    3. Identify the source file:
      • If you selected Local Directory in the File Location field, in the Upload Source File field, click Browse to select the location of the source file. Click Open. A progress message appears, followed by a confirmation message. Click OK.
      • If you selected Network Server in the File Location field, in the URI for Source File field, enter the URI and click Search Network to verify it. If there is no drive mapped to a location on another server, enter the UNC path as \\<Server Name>\<Location on Server of csv file>\<File name>.
      • If you selected Web in the File Location field, in the URL for Source File field, enter the URL and click Search Web to verify it.
  7. In the left pane, click Data Destination.
    The Data Destination pane appears.
  8. In the Import into CMDB field, select the CMDB where you want to import the CIs.
  9. In the left pane, click Map Fields.
    The Map Fields pane appears.
  10. Complete the fields:
    1. (Optional) If the data file has a header row, select My data file has a header row.
    2. In the Relationship for import section, select whether to specify a relationship or use the one identified in the source data:
      • To specify a relationship, in the Specify Relationship field, select a relationship type.
      • To use a relationship identified in the source data, select Use Relationship Specified in Source and select the source field.
        The latter option lets you select multiple relationships for a single import file.
    3. In the From CI Identifiers section:

      1. Click Add.
      2. Select a Source Field and an Attribute.
      3. Click Update.
    4. In the To CI Identifiers section, do the same.

      1. Click Add.
      2. Select a Target Field and an Attribute.
      3. Click Update.
    5. To edit a From CI or To CI Identifier entry, click the pencil icon next to it.
    6. To delete a From CI or To CI Identifier entry, select it and click  either the Delete button or the red X at the right of the entry. A confirmation message appears. Click Yes.
  11. In the left pane, click Schedule Task.
    The Schedule Task pane appears.
  12. Complete the fields:
    1. In the Task Name field, enter a specific name for this task.
    2. (Optional) In the Notes field, enter any useful information about this task.
    3. (Optional) In the Notify by Email field, enter the email addresses of anyone who should be notified when this task runs.

      You can also enter an agent's user name to send notification to the agent's primary email address. Separate multiple user names and email addresses with semicolons. Notification is sent about import results and includes outcome, task name, date, and so on including the number of records that were rejected, created, updated, and unchanged.

    4. (Optional) Select whether to run this task immediately or at a specific time, and whether and when to run it again.
      If you do not select any settings, the task will only run manually. For more information, see Scheduling tasks.
  13. Click Schedule Task.
    Your selections are validated by the system. If no errors are found, the Task Schedule page appears. Local files that won't change between scheduling and running are validated immediately. Web and network server files are validated at run-time. Next Run Time is the next or first time a task will be run.

Related topics

Viewing task logs

Importing CIs from BMC Client Management

Importing CI relationships from BMC Client Management

Importing CIs from SQL databases

Importing CI relationships from SQL databases

Working with mappings

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