How to import Software Purchases and Software Licenses using a Data Connector Import Rule
|Article:HOWTO79379|||||Created: 2012-08-28|||||Updated: 2012-09-05|||||Article URL http://www.symantec.com/docs/HOWTO79379|
This article describes how to use a Data Connector Import Rule to import Asset Management Software Purchases and Software Licenses for Asset Management 7.x. For Asset Management 6.5, instead refer to the related following article:
How do I properly import an association between Software Licenses and Software Purchases in Asset Control / Contract Management 6.2 or Asset Management 6.5
To import both a Software Purchase and a Software License, Data Connector will actually need to use two sets of Import Rules. This then requires the following to be created:
- A data file for the Software Licenses.
- A Data Source for the Software Licenses.
- An Import Rule for the Software Licenses.
- A data file for the Software Purchases.
- A Data Source for the Software Purchases.
- An Import Rule for the Software Purchases.
For information on how to use Data Connector, please refer to the following article:
How to import data using a Data Connector Import Rule
Note: For the remainder of these instructions, it is assumed that the user understands how to use Data Connector as defined by HOWTO79380.
Creating the Import Rules
The following screenshots outline how to set up each Import Rule to use all possible data classes and associations. The user may choose to not use some of these, which is acceptable so long as they are not required fields. Tip: The red highlighted box for the Software Purchase shows where to set the association for the Software License.
Once all of the data files, Data Sources and Import Rules are created, the Software Licenses should be imported first. The Software Purchases are then imported and associated to the now-existing Software Licenses. Tip: The user can also choose to associate or import Purchase Orders as part of this process, as Software Purchases can be associated to those. This is not covered is article, however.
Figure 1: Import Rule example data classes and associations for a Software License
Figure 2: Import Rule example data classes and associations for a Software Purchase
How to add search rules to Asset Management 7.1 Software Licenses
Article URL http://www.symantec.com/docs/HOWTO79379