Copying an existing spreadsheet
The first procedure you must perform when extending the spreadsheets is to copy the existing spreadsheet from the transactional CI workbook.
To copy of an existing spreadsheet
- Open the Microsoft Excel workbook from which you want to copy the spreadsheet.
- Locate, then right-click the tab of the spreadsheet that you want to copy.
- Select Move or Copy.
- In the Move or Copy dialog box, select Create a copy.
- Move the spreadsheet to the required position in the same workbook.
- Rename the spreadsheet.
Notes
- BMC recommends using the BMC naming convention; for example, AST_Equipment. Most CI classes have multiple fields (or spreadsheet columns) in common, but only a few of them are required fields. Therefore, you must ensure the class that you are extending includes the data needed to create a CI of that class. You can use spreadsheet management to give your end users access your updated spreadsheet.
- CI Name is a unique identifier, and it must be unique for all of your CI data loads.
Where to go from here
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