Create equipment types

First, make sure that you are working on the good scope :

Import the metadata file(s)

Available only for SPECIFIC scopes.

If you already have the metadata file ready click here.

Example of metadata file

In order to build a metadata file, you must know the attributes of the equipment type that you want to create.
Then you have to create a CSV file with all of the attributes. Let's take an example :

In this screenshot, you can see the metadata_server.csv with all of the attributes :
- server_code [...] server_coresNumber : Attributes of the server
- parent_id : The id that will be mapped to the parent of server (here "cluster")

This metadata files must be CSV with ";" separator, a "UTF-8" encoding and no spaces or special characters.

Example :
- You can download all the metadata files for the generic template here as an exemple
In the case of these files the cluster is the parent of the server for example.

Importation

You have to import a CSV metadata file that contains all the attributes of your new equipment including including the foreign key refering to the primary key of his parent if it has one (e.g : in the metadata file of "servers", there must be an attribute "cluster_code" refering to the cluster that contains the "server").

In order to do this, go to "Data Management" and "Metadata" :

Click on "Upload Files" :

Click on the "Browse" button and select the CSV metadata file(s) (you can upload multiple files at the same time).

Click on "Submit" when you have selected all the files that you want to upload.

Access to the page

To create a new equipment type, you will have to go to "Equipment Management" :

Create the new equipment type

Add the equipment types in the right order so you can select the "Parent" (e.g : if a cluster contains servers, start by adding "cluster", then add "server", and so on).

You have to click on "Add Equipment Type" :

This window will be shown :

You can see these different fields :
- "Type Name" : Write the name of your choice for your new equipment type
- "Source" : Choose the metadata file that defines your new equipment type. That is if your scope is built to work with specific template.
- "Parent" : Choose the parent of your new equipment type (if it has one)

Once you have filled in all the fields, you can click on "Add Attributes" to add a new attribute to your new equipment type and you will see this :

In the different fields :
- "Attribute Name" : Write the name of your choice for the new attribute
- "Primary Key" : Tick it if this is the primary key of your equipment type
- "Displayable" : Tick it if you want to have this attribute displayed in the table of equipment type
- "Search" : Tick it if you want to be able to search your equipment type by this attribute
- "ParentId" : Tick it if the attribute is the ID of your equipment type's parent
- "Data Type" : Choose "int", "float" or "string" depending on the attribute
- "Mapped to" : Choose the column of the "Source" file to which the attribute refers

In the example from the screenshot above, the new equipment type is cluster (its parent is the equipment type "vcenter") and its attributes are :
- cluster_code : Primary key (displayable and searchable) refers to "cluster_code" in the CSV file
- cluster_name : The name of the cluster (displayable and searchable) that refers to "cluster_name" in the CSV file
- vcenter_code : The ID of the parent vcenter (displayable and searchable) that refers to "parent_id" in the CSV file

Then click on :
- "Add Attribute" if you want to add another attribute
- "Create" if you have added all of the attributes

When you click on "Create", it's over, you have created a new equipment type !
Repeat this in order to add new equipment types !

Further details

For further details, you can check here the documentation about "Equipments management".