Capability

The Equipment Import allows the User to INSERT new records and UPDATE existing Equipment records if a match is found.

Note: The Equipment import cannot assign an Equipment to a Service. To do this task, the Equipment must be created first, and then the Service import can be used to make the assignment.

Matches On

Asset Tag

The Equipment Import first attempts to match on the Asset Tag.

Equipment ID

If there is not an Asset Tag match, the Import attempts to match on the Equipment ID field.

If there are multiple matches by the Equipment ID, the Import attempts matching both the Equipment ID and Location together.

Fields

Asset Tag

Conditionally Required if the Equipment status is set to Installed AND the Asset Flag is set on the Equipment Catalog .

Each Asset Tag must be unique, trying to create a new piece of Equipment with a matching Asset Tag will UPDATE the existing Equipment instead.

Datatype is String.

Equipment ID

Conditionally Required if the Equipment status is set to Installed.

A duplicate error will trigger if there is already Equipment in the system with the same Equipment ID-Location pairing.

Datatype is String.

Equipment Status

Conditionally Required if the Import is doing an INSERT.

Datatype is String.

NOT Required if the Import is doing an UPDATE.

Permitted values are one of the following List Values of type EQP_STATUS: Unassigned, Assigned, Retired, Broken, Lost, or Installed.

No other values are permitted for the Import.

If the Equipment's Status is Unassigned, it MUST be assigned to a Location that has the Warehouse flag set or have a blank (Null) Location value.

Part Number

Conditionally Required if the Import is doing an INSERT.

Datatype is String.

The Part Number field come from Equipment Catalog field not the full Catalog Path.

Units

Conditionally Required if the Has Units flag is set on the Equipment Catalog .

Datatype is String.

New Equipment ID

Datatype is String.

If a New Equipment ID value is provided, it is used to UPDATE the Equipment ID field.

Billable

Datatype is Boolean

Default Value = False

Permitted values of True, 1, or Yes set the flag to True [1].

All other values is considered False [0].

Consumed

Datatype is Boolean

Only used if the Configuration Option SHOW_CONSUMED is set to True [1].

Default Value = False

Permitted values of True, 1, or Yes set the flag to True [1].

All other values are considered False [0].

Cabling Eqp Type

Datatype is String.

The value must be one of the following List Values of type CABLING_EQP_TYPE: Switch, Router, Jack, IDF, MDF, or BDF.

User entered values to the CABLING_EQP_TYPE list may also be used.

Parent Equipment

Datatype is Hierarchical String.

Should match an existing Equipment ID.

Look up is based on the Match On values for Equipment records.

Private

Data type is Boolean.

Default value is false.

Card Number

Data type is String.

Default value is blank.

Owner

At least one Owner (either Customer Number, Dept Hierarchy Code, or Dept Hierarchy Name) may be Required IF the following conditions are met:

The Import is attempting to INSERT the Equipment record and the Equipment Status is Assigned.

Otherwise, the Owner field is NOT required.

Customer Number

Data type is String.

Default value is blank.

Dept Hierarchy Code

Data type is String.

Default value is blank.

Dept Hierarchy Name

Data type is Hierarchical String.

Default value is blank.

Eqp Condition

Serial Number

Data type is String.

Default value is blank.

Serial Number Barcode

Data type is String.

Default value is blank.

Use DHCP

Data type is Boolean.

Default value is false.

Location

Conditionally Required if the Equipment Catalog is doing an INSERT.

Datatype is Hierarchical String.

Location Type

Conditionally Required if the provided Location Name exists with multiple Types.

Datatype is String.

Used for the Location lookup if provided.

Permitted values are from List Values of type LOCATION_TYPE: Site, Building, Floor, Room, Cube, Truck, Closet, Rack, Elevation, Manhole, or Warehouse.

User entered values to the LOCATION_TYPE list may also be used.

New Location

Datatype is Hierarchical String.

Used to UPDATE the Location of an existing record, or INSERT a Location into a new record.

If both Location and New Location are given while attempting to insert a record, the Import Process will use the New Location field.

New Location Type

Datatype is String.

Used to UPDATE the Location Type of an existing record, or INSERT a Location Type into a new record.

Permitted values are from List Values of type LOCATION_TYPE: Site, Building, Floor, Room, Cube, Truck, Closet, Rack, Elevation, Manhole, or Warehouse.

User entered values to the LOCATION_TYPE list may also be used.

Errors

These errors display if the record save fails:

Error : Trying to use Inactive Charge Catalog <PART_NUMBER>
Error : Missing or Invalid Units, and Charge Catalog specifies Units are required
Error : Missing or blank Location and Charge Catalog specifies Location is required
Error : Invalid Part Number '<PART_NUMBER>'
Error : Missing Part Number
Error : Invalid Location '<LOCATION>'
Error : Invalid Location Type '<LOCATION_TYPE>'
Error : Found multiple existing Equipment for Equipment ID '
Error : Missing Status for new Equipment'
Error : Equipment status is Unassigned but Location '<LOCATION>' is not a Warehouse
Error : Invalid Contact '<CUSTOMER_NUMBER>'
Error : Invalid Dept Hierarchy Name '<DEPT_HIERARCHY_NAME>'
Error : Invalid Dept Hierarchy Code '<DEPT_HIERARCHY_CODE>'
Error : Invalid Parent Equipment ID '<PARENT_EQUIPMENT>'
Error : Failed to save Equipment record <errorMessage>

Notes

If attempting to UPDATE existing Equipment, none of these Required fields except the Match On fields are needed.
For updates, it is assumed that the Required values are already entered. For updates, you only need to provide enough values to successfully find the Equipment record you are trying to update (Asset Tag or Equipment ID, and maybe Location).
If the Equipment Catalog has the 'Has Units' flag set, a Units value must be provided or an error happens.
Units must be a positive integer or a zero. Null and negative values are not allowed. If the Equipment Catalog does not have the Has Units flag set to True [1], any provided Units value is ignored with no error or warning.
The Equipment import cannot associate Equipment to a Service. See the Service Import for a way to do this.

UDF Associations

User Defined fields on any given Import are all handled the same way with Conditional Logic.

For more information about adding a UDF to the Import, see the User Defined Fields section of the Imports main page.

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