Inventory Database: Field Descriptions

These are the field definitions for the CSCF/MFCF Inventory System. See InventoryUserDocs for more information. Note: These notes are linked from the Inventory App wherever you see the "?" icon.

Common

Equipment Type

The available values in this drop-down field are different for CSCF and MFCF; described below. The list is controlled by manual database additions to aux_equipment_type table.

CSCF

For CSCF, you can choose one of the following:
  • Computer
  • Networking
  • Printer
  • Terminal
  • IP
  • Display
  • Other
  • Unknown
  • FileServer
  • UPS
  • Virtual-vmware
  • Virtual-kvm
  • Virtual-lxc
  • Virtual-VirtualBox
  • Mobile
  • Projector
  • SPDU
  • HVAC

If the equipment responds to ping but we don't have a specific Equipment Type for it—as, for example, a tape-library— choose "IP".

If the equipment does not have an IP address and is not a Display device such as a VCR or a data projector, choose "Other" and be sure to enter a description in the Description field in the General section.

For a router, choose "Networking".

Clarifications:

  • Virtual-vmware: A VMware virtual machine running on a VM server.
  • Virtual-kvm: A kernel-based virtual machine running on Linux.
  • Virtual-lxc: A virtual machine running in a Linux container on a Linux control host.
  • Virtual-VirtualBox: Oracle VM VirtualBox hypervisor for x86 computers.
  • SPDU: Power distribution unit.
  • HVAC: Air conditioning unit (or perhaps SNMP monitoring for one)

MFCF

For MFCF, you can choose one of the following Equipment Types:

  • Computer: not clear what this is for given the following specific types
  • Computer-Blade
  • Computer-Desktop
  • Computer-Laptop
  • Computer-Rackmount
  • Computer-Tablet
  • Computer-Virtual
  • Display
  • FileServer: e.g. NetApp and other storage arrays
  • IP
  • Networking
  • Other
  • Printer
  • Terminal
  • Unknown
  • UPS

Barcode

The barcode field corresponds to the sticker with barcode affixed to equipment. It may be left empty to record that there isn't a barcode. If there is no barcode, the equipment cannot automatically sync with the Machine Room Mapping tool (openDCIM). Enter two or three alphabetic characters followed by six decimal digits.

Example: CS009063.

The alphabetic characters may be entered in lower case, but are converted to upper case when saved. There may be different alphabetic prefixes for CSCF and MFCF - those can be specified below with (CSCF) and (MFCF).

PrefixDepartment
AMApplied Math
BU
CFCFI
CGComputer Graphics
CN
COCombinatorics and Optimization
CSComputer Science
DC
DODean's Office
DS
GIGames Institute
HP
ICICR
IQ
IT
LP
MFMath Faculty Computing Facility
MS
OA
PMPure Math
PR
QCIQC
SAStatistics and Actuarial Science
SCSymbolic Computation
SGSymbolic Computation

Host Domain Name

This is a display-only field. Its value is entered in the DNS section.

On UNIX systems this is the host name returned by the "uname -n" command. On Windows systems, it is the computer name specified in the system properties.

Hostname is copied to the Infoblox DNS system by default (unless Sync to DNS is unchecked).

IP Address

This is a display-only field. Its value is entered in the DNS section.

Domain

This is a display-only field. Its value is entered in the DNS section.

MAC Address

This is a display-only field. Its value is entered in the DNS section.

Room

Enter the room in which the equipment normally resides. This does not change if the equipment is lent out, as long as it is expected to return to its usual residence. The format is: two alphabetic characters, followed by four or five decimal digits, optionally followed by a single alphabetic character.

Example: DC2610

If the equipment has been surplused, set Room to the Asset Disposal tag starting with "AD". See Surplus Equipment for more information on the process of surplusing.

Rooms DC0000 and DC9999 are used for "off-campus" by convention.

Room is copied to the Infoblox DNS system by default (unless Sync to DNS is unchecked).

Active Record

Check if the equipment is in, or available for, active use. Uncheck when the equipment is surplused. (Do not delete the record when the equipment is surplused.)

Active Record is copied to the Infoblox DNS system by default (unless Sync to DNS is unchecked).

General

Model

Enter the model name of the equipment.

Example: ASUS M4A89GTD-PRO3
Example: Lenovo Yoga 2 Pro
Example: Nexus 7
Example: iMac Core 2 Duo

Vendor

Enter the name of the vendor who supplied the equipment. Example: Campus Tech Shop

This is different from the "Hardware Platform", which is the appropriate place to record the manufacturer name such as "Samsung".

Found

Enter the date on which the equipment's physical location was last verified, as, for example by room-to-room inspection or because someone reported it as having moved. Enter the date in ISO 8601 format: yyyy-mm-dd.

Example: 2004-06-30 means June 30, 2004

Entered

This is an automatically-populated, display-only field. It shows the date on which this inventory record was created. Dates are shown in ISO 8601 format: yyyy-mm-dd.

Example: 2004-06-30 means June 30, 2004

Purchase Order

Enter a purchase order number.

This is Purchasing's primary key for the purchase (or equivalent invoice number from the Campus Tech Shop).

Purchase Cost

Enter the purchase price of the equipment in dollars and cents. Do not include the "$" sign.

Example: 1599.99

Serial Number

Enter the equipment's serial number.

Fixed Asset Tag

Enter the eight-digit fixed asset tag that comes from Finance. This often comes months after we have received the equipment.

Loan Status

This is a display-only field that is visible only if the equipment is currently on loan. It shows details about the current loan.

Example: Checked out to mkhochta by cscfhelp, Due 2015-11-26 00:00:00

Details may include:

Warranty Start

Enter the effective date of the warranty. Enter the date in ISO 8601 format: yyyy-mm-dd.

Example: 2004-06-30 means June 30, 2004

Warranty Stop

Enter the ending date of the warranty. Enter the date in ISO 8601 format: yyyy-mm-dd.

Example: 2004-06-30 means June 30, 2004

Account Number

Enter a 9-digit, 24-digit, or 31-digit accounting flexfield number. You can also enter a Unit4 account number that is 18 digits long.

Flexfield example: 2951-500-100-2063-000000-6206-0140-000

Unit4 example: 12345 67890-12345 678

24- and 31-digit numbers will be reformatted with dashes. 24-digit numbers will be padded with trailing zeroes. 18 digit unit 4 numbers will also be reformatted using the spaces and dash as shown in the example.

Auth User

Enter the WatIAM id of the person who is ultimately responsible for a machine, as per the Stored Researcher Equipment rules.

Example: jguild

Admin Contact

The Administrative Contact is one or more usernames who should be contacted about a machine in case of problems. This should just be the userid.

Example: jhvisser, drallen

Edocs

"eDoc" stands, rather quaintly, for "electronic document". An eDoc for a piece of equipment is a page in CSCF's private area on TWiki that provides additional information about the equipment that wouldn't normally appear in the inventory database. This may include such things as license details, shutdown and reboot procedures, and passwords.

To add a new eDoc, click the "Save and Create eDocs page" button. Three things will happen:

  • Your inventory record will be saved in its current state.
  • You will be taken to a new page in TWiki in edit mode with a standard eDoc template loaded.
  • A hyperlink that points to your new eDoc will be added to the Edocs field. The URL will be "https://cs.uwaterloo.ca/twiki/view/CFPrivate/", followed by the machine's network identifier as entered in the Host Domain Name field. (Existing eDocs' URLS do not necessarily conform to this naming convention and some related machines may share an eDoc.)

To view and/or edit an existing eDoc, click the "Go" button.

Note: All production-level systems should have an eDoc to explain the purpose of the machine, who administers it, how to gain root access, console access, how to start and stop services on that machine and how to shutdown or reboot it.

Purpose

Enter what the equipment is to be used for. (This is distinct from the Description.)

Example: CS Staff Office back-up power
Example: Games Institute PC
Example: Undergraduate mobile device development
Example: Research loaner

Description

Enter a brief, general description of the equipment. What is it? Make, model, etc.

Example: APC Back-UPS RS 1200
Example: Mac, Apple G4 CUBE
Example: Asus M5A99X-EVO2 AMD 6 core 3.3Ghz 16GB 2 x 1TB SATA 3 GTX650TI video Intel 1GB nic
Example: Kingston Bluetooth presenter, laser & stylus. Works with Windows and Mac

Comments

Enter any additional information that doesn't belong in a more appropriate field. To generate a link to a service tracking or UW Request Tracking item in a list immediately below the Comments field, include in your comment a service tracking number prefixed with "ST# or RT#".

Example: ST#94245

To view an associated service tracking item, click an "ST#" or "RT#" link below the Comments field.

Services

The services section allows you to add, remove and disable monitoring for specific hosts. The Nagios Systems Monitoring page gives a much more detailed explanation of how to add a host under the "Adding a new host via Inventory" heading.

DNS

Find A Free IP In A Range

Use this field both to assign an available IP address to the equipment from Infoblox via ajax and to update the Inventory database.

The drop-down list shows IP address ranges assigned to CS, along with the number of addresses available and the the total number of addresses in each range. When you select a range, the first available IP address in that range appears a text box. You can copy and paste that IP address from the text box into the IP Address field below. If Sync to DNS is checked, when you save the item, the IP address is updated in both Inventory and DNS.

Policy 8

Select the highest University Policy 8 security classification that applies to data held on this machine. From highest to lowest, the values are:

  • Highly-restricted
  • Restricted
  • Confidential
  • Public

Typical machines with user logins should be "Confidential". "Public" means there is no personally identifiable information stored on the machine. Highly-restricted means the machine stores (or forwards) information such as credit-card numbers or Social Insurance Numbers.

DNS Business Contact

Enter a fully-qualified email address for someone who can make decisions about the machine, but is not necessarily technical. It is a mandatory field for DNS records.

Example: dns-cs@uwaterloo.ca

Business Contact is copied from the Infoblox DNS system, and changes are copied back, by default (unless Sync to DNS is unchecked).

DNS Technical Contact

Enter a fully-qualified email address for someone who can sit down at the machine (physically or virtually) and assert control. It is a mandatory field for DNS records.

Example: dns-cs@uwaterloo.ca

Technical Contact is copied from the Infoblox DNS system, and changes are copied back, by default (unless Sync to DNS is unchecked).

DNS ID#

Cross-reference number for the DNS system. Automatically assigned when the machine is added to DNS. (Read-only)

Host

When adding or editing a DNS entry, enter the name of the machine as it appears in the Host Domain Name field.

Domain

When adding or editing a DNS entry, select the appropriate domain from the drop-down list.

Example: cs.uwaterloo.ca

IP Address

When adding or editing a DNS entry, find an available IP address in a suitable range using the Find A Free IP In A Range field and copy and paste it into the IP Address field.

MAC Address

Select the MAC address to which this DNS entry applies. A domain name may map to only one MAC address. The drop-down list is populated with MAC addresses that are entered in the Hardware section.

Purpose

Enter an optional brief description of what the equipment is used for.

Example: CS grad printer
Example: Lights out management
Example: CSCF temp staff workstation

Sync to DNS

Check to have DNS updated automatically when this record is saved. Default is checked.

Resync DNS Record

Click the "Resync" button to immediately re-save this inventory item to the DNS system.

Warning, important Caution: This action takes effect immediately; it does not wait for you to save the inventory record.

Delete DNS Record

Click the "Delete" button to remove this inventory item from DNS control.

Warning, important Caution: This action takes effect immediately; it does not wait for you to save the inventory record.

DHCP

Click the "DHCP" column to assert that we are or are not using DHCP for this host.

VLAN Tagging

Click the "VLAN Tagging" column to note that the IP address is routed over 802.1q Tagging. (Does not save this value to the switch; only saved within inventory).

Record Action

Click the "Edit" button to modify details of an existing DNS entry for this machine. Or you may double-click on the editable fields to edit them.

Click the "Remove" button to remove a row from this table.

Click the "Add" button to save newly entered DNS details for this machine as a new entry in the DNS database.

Warning, important Caution: These actions take effect immediately; they do not wait for you to save the inventory record.

Hardware

Hardware Platform

Enter the machine's hardware platform. Also used for the manufacturer (or "Make"), such as: "Dell," "Samsung." This can be different from Vendor, which is the company that sold it to us.

On UNIX systems, use "uname -i" to get this value.

Example: SUNW,UltraAX-i2
Example: x86_64

Operating System

For equipment of type Computer, enter the operating system. On UNIX machines, this should be the value returned by uname -s -r.

In CSCF, for historical accounting purposes this must start with one of:

  • +IRIX64
  • AIX
  • BSD
  • FreeBSD
  • IRIX
  • IRIX64
  • Lab+Linux
  • Lab+MacOS
  • Lab+Windows
  • Linux
  • MacOS
  • NetApp
  • NetBSD
  • Nexus
  • OSF1
  • OpenStep
  • Polaris
  • SunOS
  • ULTRIX
  • Unknown
  • Windows

Values may contain space and/or slash; no further validation occurs after the space or slash.

In MFCF, the valid options for Operating System are restricted by equipment type (for example, "AIX" is an option for type "Computer"). Following is a table of valid values, which is found in the database aux_charges table. To update this list of valid values, you must access the database table directly. This table may also be updated by the MFCF script /software/accounts-master/servers/update_inventory_codes.

As above, Operating System values may contain space and/or slash; and no further validation occurs after the space or slash.

type architecture connection administration service damping subsidy
Computer AIX 0 2500 3000 0.8 50.0
Computer BSD 0 2500 3000 0.8 50.0
Computer ESX 0 2500 0 1.0 50.0
Computer IRIX64 0 2500 3000 0.8 50.0
Computer Linux 0 2500 3000 0.8 50.0
Computer Linux+Head 0 20000 0 0.8 50.0
Computer Linux+Lab 0 2500 0 1.0 50.0
Computer MacOS 0 5800 0 1.0 50.0
Computer MacOS+Lab 0 0 0 1.0 50.0
Computer Nexus 0 3100 0 1.0 50.0
Computer Polaris 0 3100 0 1.0 50.0
Computer SunOS 0 2500 3000 0.8 50.0
Computer SunOS+Head 0 5000 3000 0.8 50.0
Computer SunOS+Lab 0 1000 0 1.0 50.0
Computer Unknown 0 10000 0 1.0 50.0
Computer Windows 0 9500 0 1.0 69.473
Computer Windows+Head 0 19000 0 0.8 50.0
Computer Windows+Lab 0 2500 0 1.0 50.0
Display   0 0 0 0.0 50.0
FileServer Apple 0 2500 0 0.0 50.0
FileServer Dell 0 2500 0 0.0 50.0
FileServer HP 0 2500 0 0.0 50.0
FileServer JustDisks 0 0 0 0.0 50.0
FileServer LeftHand 0 2500 0 0.0 50.0
FileServer NetApp 0 2500 0 0.0 50.0
FileServer SunOS 0 2500 0 0.0 50.0
IP   0 0 0 0.0 50.0
Networking   0 0 0 0.0 50.0
Printer   0 0 0 0.0 0.0
Terminal   0 1900 0 0.0 100.0
UPS   0 0 0 0.0 50.0
Unknown   0 10000 0 0.0 0.0

System Description

Obsolete Not currenty maintained. Display only. Shows the SNMP "internet.mgmt.mib-2.system.sysDescr" information reported by the equipment.

System Description Date

Obsolete Not currently maintained. Display only. Shows the date on which the system description was last automatically updated.

Processor

If the Equipment Type is "Computer", enter the name of the processor. Otherwise, leave blank.

For UNIX machines, this is the value returned by "uname -p".

Example: AMD AM3+

CPU_Model

If the Equipment Type is "Computer", enter the "market-speak" model name of the CPU.

Example: 1100T
Example: FX-6300

Number Of CPUs

If the Equipment Type is "Computer", enter the number of CPUs as a whole number. Otherwise, leave blank. The field is used to store the physical number of CPUs within the machine.

Number Of Cores

If the Equipment Type is "Computer", enter the number of cores as a whole number. Otherwise leave blank. The field is used to store the total number of cores across all of the CPUs.

CPU Speed

If the Equipment Type is "Computer", enter the speed of the processor.

Example: 3.5 GHz

Memory

If the Equipment Type is "Computer" or "Printer", enter the amount of RAM installed.

Example: 16 GB

Name

Enter a name that identifies a network interface (typically an ethernet card) on this machine.

On a UNIX system, you can use the "ifconfig" command to list network interface details.

Example: The ifconfig command might give us the names "eth0", "eth1" and "eth2".

% /sbin/ifconfig
eth0      Link encap:Ethernet  HWaddr 80:c1:6e:6e:16:94 
          inet addr:129.97.167.215  Bcast:129.97.167.255  Mask:255.255.255.128
          inet6 addr: fe80::82c1:6eff:fe6e:1694/64 Scope:Link
          UP BROADCAST RUNNING MULTICAST  MTU:1500  Metric:1
          RX packets:24996693096 errors:0 dropped:100 overruns:0 frame:0
          TX packets:22671287491 errors:0 dropped:0 overruns:0 carrier:0
          collisions:0 txqueuelen:1000 
          RX bytes:11354276545823 (11.3 TB)  TX bytes:7979070752920 (7.9 TB)
          Interrupt:116 

eth1      Link encap:Ethernet  HWaddr 80:c1:6e:6e:16:95
          UP BROADCAST MULTICAST  MTU:1500  Metric:1
          RX packets:0 errors:0 dropped:0 overruns:0 frame:0
          TX packets:0 errors:0 dropped:0 overruns:0 carrier:0
          collisions:0 txqueuelen:1000 
          RX bytes:0 (0.0 B)  TX bytes:0 (0.0 B)
          Interrupt:120 

eth2      Link encap:Ethernet  HWaddr 80:c1:6e:6e:16:96  
          UP BROADCAST MULTICAST  MTU:1500  Metric:1
          RX packets:0 errors:0 dropped:0 overruns:0 frame:0
          TX packets:0 errors:0 dropped:0 overruns:0 carrier:0
          collisions:0 txqueuelen:1000 
          RX bytes:0 (0.0 B)  TX bytes:0 (0.0 B)
          Interrupt:124 

If no system-generated network interface name is available, enter a useful, descriptive name.

Example: first expansion slot

MAC Address

Enter the MAC address that identifies the network interface named in the Name field.

Example: 80:c1:6e:6e:16:94
Example: 80:c1:6e:6e:16:95
Example: 80:c1:6e:6e:16:96

MAC addresses entered here will be propagated to the MAC Address drop-down list in the DNS section.

Record Action

Click the "Edit" button to modify details of a network interface already listed.

Click the "Remove" button to take a network interface definition out of the list.

Click the "Add" button to enter details of a new network interface.

Disk Space

Enter the total disk space, numerical, in GB.

RT

This section lists service tracking or UW Request Tracking items that refer to this piece of equipment. Click a colum heading to sort by that column. Click it again to reverse the sort order.

Show [#] entries

Select the number of RT/ST items to be displayed: 10, 25, 50, or 100.

Search

Enter a character string to filter the table to include only rows that contain that string in one of the displayed columns. The filter is applied dynamically as you type.

Status

Shows the current status of the tracking item.

Last Acted Date

Shows the most recent date on which the tracking item was updated.

RT#

Shows the key to the Request Tracking or Service Tracking item. Click a link to view the detailed item.

Subject

Shows subject of the service tracking item.

Requestor

Shows the WatIAM id of the person who requested the service.

Owner

Shows the WatIAM ids of the persons who provided, or are providing, the service.

Support

Groups

Select the appropriate Inventory Support Group. Inventory support groups are used in producing the MFCF and CSCF web pages that describe the machines we maintain. In MFCF, the database table aux_groups is automatically updated by external processes (the script /software/accounts-master/servers/update_inventory_codes).

Special

Visible only when you are logged into the MFCF inventory database. Select from a pull-down menu whose values are taken from the table aux_special.

Support Class

Visible only when you are logged into the MFCF inventory database. Shows the type of support provided by MFCF for the machine.

Valid choices:

  • All - Owner pays for support
  • None - MFCF does not support this
  • Retired - No longer supported or in use
  • Split - Charges are split among individual users
  • Storage - Unused - in storage

Support AFF

Enter one or more 31-digit Accounting flexfields that define the account(s) from which support is paid for this equipment.

Support Begins

Enter the date on which paid support started, in ISO 8601 format: yyyy-mm-dd.

Example: 2014-06-01

Support Ends

Enter the first date on which the equipment no longer has paid support. (This is usually the first day of a month.)

Example: 2016-07-01

Sponsor Code

Used by MFCF. Select the code that represents the person or group that is paying for support. For MFCF, the database table aux_sponsors contains data updated from external sponsorship sources (the script /software/accounts-master/servers/update_inventory_codes). The last row in the table, "visible" defaults to "1" so it is visible in the web interface. It can be manually set to "0" for any sponsor, so that it does not appear in the web interface.

See also: Sponsors Data Overview

Subscription Code

Used by CSCF. Enter the subscription code that represents the person or group that is paying for support.

Example: sc-games

See the CSCF Contacts page for a list of subscription codes.

Region

Used by MFCF only. The xhier regional-server name (if any).

Region names: mfcf.math general.math student.math hood.math iqc3.math governor.math services203.math services211.math services215.math zone9.math testing

Regions are updated by manual updates to the database table aux_region.

Machine Room Mapping

Inventory integrates with "openDCIM", a machine-room mapping tool installed on our servers. All inventory users have automatic access. The database is shared between CSCF and MFCF.

The Mapping section of inventory may be used to set room and rack locations, number of power supplies, weight, and nominal server draw in watts. After making edits to the Machine Room Mapping section, you can hit "return" to save them, or go up to the top of the record and hit "Save".

All equipement must have a barcode in Inventory to be synched with openDCIM. In openDCIM, the barcode is automatically recorded in the "Asset Tag" field; barcode updates in Inventory are automatically synched to openDCIM. Note however that if you edit the openDCIM Asset Tag, you must manually update the Inventory barcode, otherwise Inventory will lose sync.

If you change the inventory room at the top of the page, but don't change the room/rack in the Mapping section, it reports a warning that they are now out of sync; you'll have to update the room/rack in the Mapping section manually. However if you change the room/rack in the Mapping section, it will automatically update the inventory Room at the top of the page.

Click on "View Rack in openDCIM" to get a more information-dense view of the rack.

Click on "View Device in openDCIM" to see additional fields about this piece of equipment.

openDCIM's interface is documented at wiki.opendcim.org/.

  • To make a new rack, go to the appropriate Row page, and select "Add new cabinet" at the top of the tan part of the screen.
  • To make a new Row, select "Infrastructure management" -> "Row Management" from the left-hand menu.
  • To make a new room, select "Infrastructure management" -> "Edit Data Centers" from the left-hand menu.

Bulk Operations

Batch operations are done by going to the "Bulk Importer" tab and selecting "Import New Devices". As this suggest this is used to import only new devices, NOT cabinets. You must then create a spread sheet document that must be formatted the exact same was as this one. https://cs.uwaterloo.ca/twiki/pub/CF/InventoryFields/OpenDCIM_Bulk_Importer_Spreadsheet_Example.xlsx

The bold/underlined text are the areas that MUST be filled in. Without those required fields the spreadsheet will not upload properly. The italicized text are things that are very helpful you when add a device. These are not necessary but recommended.

What each column represents:

DATA CENTER: The machine room of the cabinet you are adding a device to.
CABINET: The cabinet you are adding devices to.
POSITION: The #U that the device starts on. This is shown on the cabinet usually numbered on the sides. Some cabinets may not have #U and have a number representing the hole number. If this is the case 
1U=3Holes.
LABEL: What the device will be called in the rack (usually the server host name)
HEIGHT: How many spots a device takes up from its position. e.x if a device takes up spaces U5-U8 it's position is 5 and height is 4.
MANUFACTURE: The manufacture of the device.
MODEL: The model number of the device.
HOSTNAME: The primary Host name of the device.
SERIALNO: The serial number of the device.
ASSETTAG: The bar code number of the device (CS######)
HALFDEPTH: Whether or not the device takes up only the front side of the rack leaving the back open. If this is not the case just leave this area blank
BACKSIDE: Whether or not the device takes up only the back side of the rack leaving the front open. (if so have both half depth and backside filled with a 1). If this is not the case leave this area blank.
HYPERVISOR: The hypervisor service info.
INSTALLDATE: The date of installation.
RESERVATION: Who the device is reserved by.
OWNER: The Department owner.
PRIMARYCONTACT: The name of the person who owns this device or may be required to repair it.
CUSTOMETAGS: Anything extra that may need to be said about this device.  

After you have uploaded the spreadsheet file all the column headers will pop up. Make sure that everything matches up otherwise you have done something wrong in formatting your spreadsheet. Go back and make sure everything is in the correct order. After you have done this click the "Validate" button. One of two things will happen. If you have entered all the required fields and formatted properly you just have to confirm the change and you are finished. If this does not happen you will be told that you have to fix something in your spreadsheet. The site will tell you what is wrong and fixing it should be fairly straight forward. After correcting the spreadsheet go back and re-upload it and repeat the previous steps.

Adding Devices

Bulk additions require Manufacturer and Model which correspond to existing templates for equipment. /ST#106216 describes how Devon created templates from scratch. Devon created the following templates (not including the notes in parentheses):

Dell Poweredge R515
Dell Poweredge R815
Dell Poweredge R730
HP Proliant DL585R07
SuperMicro 2U Chassis (dc-3558-206)
HP Blade ProCurve
Eaton BladeUPS
Eaton MBM
Eaton Rack Power Module
GEIST v4 SPDU
APC Smart-UPS (generic template for monitoring)

Moving Devices

See the above wiki document for complete notes. Note that you must supply Data Centre and Position for moves, otherwise it will be treated as a delete.

Maintenance

Contract Begins

Enter effective date of the maintenance contract in ISO 8601 format: yyyy-mm-dd.

Example: 2014-05-01

Contract Ends

Enter termination date of the maintenance contract in ISO 8601 format: yyyy-mm-dd.

Example: 2017-04-30

Contract Cost

Enter the cost of the maintenance contract in dollars and cents. Do not include the "$" sign.

Example: 1070.40

Contract Purchase Order

Enter the purchase order number.

Contract Vendor

Enter the name of the vendor that is contracted to provide maintenance services.

Example: Xerox
Example: SGI hardware and software
Example: Apple Canada Inc.

Contract AFF

Enter the Accounting flexfield that defines how we pay for the support contract.

Example: 3125-100-100-0000-000000-6080-0589-000

Contract Quote Number

Enter the support quote number provided by the supporting vendor.

Example: CT1251327

Relationships

Use this section to add Parents, Children, and See-Also relationships with other records.

Adding Relationships

In the "Relationship Search" box, type an identifier for the record that you want to link to. It will accept Room, Barcode, hostname, and "Primary Key" (the unique id that appears in the URL bar). It will offer possible completions in a drop-down for you to choose between. When you have chosen a record, then choose "Add Parent," "Add Child," or "Add See Also".

Deleting Relationships

Next to each of the records with relationships there is a trash-can icon. Choose it to delete the relationship. There is no confirmation box; it happens immediately.

Viewing Relationships

There are separate sections that appear when there are Parent/Child relationships and See Also relationships recorded.

In the See Also section, the list of records is a linear vertical list.

In the Parents and Children section, the list is indented to reflect trees of parents and all of their children. The record which you are currently looking at is bolded. There can be multiple parents; if this is the case, there will be vertical white-space separating the trees, and each will have a bolded record.

Attachments

Use this section to attach any external documents (manuals, etc.) that might be useful.

Licenses

Used by MFCF.

History

The History section show a chronology of changes that have been made to the item's inventory record. Click a column heading to sort the table by the values in that column. Click it again to reverse the sorting order.

Show [#] entries

Choose the number of rows to show in the table: 10, 25, 50, or 100. Twenty-five rows are shown by default.

Search

Enter a character string to filter the table to include only rows that contain that string in one of the displayed columns. The filter is applied dynamically as you type.

Time

Shows the date and time of the change.

Username

Shows the WatIAM id of the person who made the change.

Field Name

Shows the name of the field that was changed.

Old Value

Shows the value that was in the field before the change was made.

New Value

Shows the value that was in the field after the change was made.

Loan History

The Loan History section shows a log of the item's lending events. Click a column heading to sort the table by the values in that column. Click it again to reverse the sorting order.

Show [#] entries

Choose the number of rows to show in the table: 10, 25, 50, or 100. Twenty-five rows are shown by default.

Search

Enter a character string to filter the table to include only rows that contain that string in one of the displayed columns. The filter is applied dynamically as you type.

Barcode

Shows the item's barcode number.

Date Out

Shows the date on which the item was lent.

Date In

Shows the date on which the item was returned.

RT

Shows a comma-separated list of keys of any associated service tracking or UW Request Tracking items. Click an ST or RT number to view the full details of the item.

Given To

Shows the WatIAM id of the person who borrowed the item.

Given By

Shows the WatIAM id of the person who checked out the item.

Due Date

Shows the date on which the item is, or was, expected back.

Comment

Shows any pertinent remarks.

See Also


-- JeffGuild - 2015-11-23
-- JiningHuang - 15 Aug 2011

Topic attachments
I Attachment History Action Size Date Who Comment
Microsoft Excel Spreadsheetxlsx OpenDCIM_Bulk_Importer_Example_Spreadsheet.xlsx r1 manage 6.0 K 2018-07-27 - 16:07 DeaconMajuery This is the proper example spreadsheet
Microsoft Excel Spreadsheetxlsx OpenDCIM_Bulk_Importer_Spreadsheet_Example.xlsx r2 r1 manage 6.0 K 2018-07-27 - 16:05 DeaconMajuery ignore this
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Topic revision: r66 - 2024-04-03 - DanielAllen
 
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