The IDI platform uses information in the Equipment Import Settings table to convert your text files to a valid XML file for import. The XML equipment import file is then used to import the equipment inventory information into the solution. Each Equipment Import Group is used to specify the following:
Format of the text file name.
Name of the inventory the equipment will be imported into.
Equipment owner of the imported equipment.
User name to be associated with the imported equipment.
To add this information:
From the Applications menu, select Inventory Management > Equipment Import Settings. This opens the Equipment Import Settings window
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General Settings
Allow Duplicate Equipment Files
Indicates whether or not the import process checks if the file based on the file name has already been processed.
Notification Email(s)
Email address(es) of those to receive an email containing errors.
Note:
Emails are sent only if Notify on Error is enabled
Equipment Import Groups
ID
Unique identifier for the Equipment Import Group. This ID is generated by the system.
Name
Name of the Equipment Import Group
Enabled
Indicates whether or not the file for this group should be processed.
File Name Format
Format of the file name to be imported.
An asterisk (*) represents any number of characters.
A plus sign (+) represents one character.
Notify On Error
Indicates whether or not a notification should be emailed to the address(es) entered in the Notification Email(s) field if errors occur during import.
Inventory
During Equipment Import File Generation, all of the records are created using this Inventory.
Owner
During Equipment Import File Generation, all of the records are created using this Equipment Owner.
User ID
User name to be associated with importing the inventory
Right-click in the Equipment Import Groups section and select New.
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Enter the appropriate information and click Save.