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  1. Login to the Pre-Cloud platform @ https://console.cloudamize.com

  2. This will take us to the Landing Screen on the Pre-Cloud application. Choose “Settings” from the Top Right “User Actions” Tray from the Landing Screen.

    Image Removedimage-20240321-045342.pngImage Added

  3. This will take the user to the “Instance Settings“ page of the Inventory Settings Section. On the Instance Settings page, click “Upload Inventory Settings“ to initiate the feature.

    image-20240320-073518.png

  4. Clicking on “Upload Inventory Settings“ will open up the “Upload Inventory Settings to Control Inventory Settings“ pop-up. For the first-time user, it would be advisable to download the Sample CSV, by clicking the “Download Template CSV“ button on the pop-up. Sample CSV is essentially the listing of the entire Inventory for the chosen Infrastructure. This downloaded file is also a template for the CSV to be uploaded.

    image-20240320-074024.png

  5. Below is a screenshot of the downloaded Sample file. User can make changes to the records (Asset Name, Assessment Scope, CPU Type) in the CSV and upload it back to the system. It should be noted that user should not make any changes to the header’s or columns of the CSV. This will result in the CSV being invalidated.

     

  6. Once the desired changes are made to the records user can upload the CSV back to the system. The user will need to carry out the following actions to upload the file.

    1. Click the “Inventory Settings File“ button to choose a file from the file system.

    2. Once the correct file is chosen click the “Upload“ button to upload it back to the system.

      image-20240320-074631.png

  7. The upload process will validate the file format, if the format is found to be valid it will start processing the records in the file, and identify the changes, and update the system. After the entire process is complete it will show a result pop-up which will list all the validation errors the system encountered in the file and list it down on the pop-up window, all other records will be processed successfully.

     

  8. If all the records are processed without any validation errors, the system will display a success message.

     

  9. The changes made via CSV will now be reflected in the instance settings grid.