Import entities from a CSV file in ITE Work

You can import entities from CSV files that contain one or more entity definitions. Importing entities from CSV files is an efficient way to define multiple entities. You can dump data from a change management database (CMDB) or asset inventory database into a CSV file and automate the import for ongoing updates.

ITE Work uses the itsiimportobjects command to import entities from a CSV file. All events your Splunk platform deployment indexes from a CSV file is stored in the itsi_import_objects index. Each event has the itsi_import_objects:csv source type.

You can't set up a recurring entity import from a CSV file. To configure recurring entity imports from data that's stored in a CSV file, you have to configure a universal forwarder to monitor the CSV file and send data to your Splunk platform deployment, run an entity import from a Splunk search, and configure a recurring import from the Splunk search. For more information, see Set up a recurring entity import from a CSV file.

You can import a maximum of 50,000 entities at a time. If you attempt to import more than 50,000 entities, only the first 50,000 are imported.

Prerequisites

Requirement	Description
ITE Work role	You have to log in as a user with the itoa_admin role.
CSV file	You have to have a CSV file that contains entity definitions. Specify column names in the first row. In each subsequent row, specify an entity title and entity type, as well as one or more entity aliases, and one or more entity information fields. To associate an entity with a service, provide a column with the name of the service. Importing from a CSV file has a limit of one service and one entity per row. There is no limit on the number of dependent services, entity aliases, or entity rule values per row. A CSV file can contain multiple rows. Importing from a CSV file supports five different separators: comma (,), semicolon (;), pipe (|), tab (\t), and caret (^).

Steps

In this example you want to create two entities called appserver-04 and appserver-05, and associate appserver-04 with the Web A service and associate appserver-05 with the Web B service. The Web A service already exists in ITE Work but the Web B service doesn't.

The following image shows the CSV file to import:

1. Go to Configuration > Entity Management.
2. Select Create Entity > Import from CSV. If your role doesn't have write access to Global team, the New Entity button isn't available.
3. Select browse... and select your CSV file. Or drag your CSV file into Import CSV area.
   The CSV file uploads and a file preview appears.
   
4. Select Next.
5. Under Import Column As, select the appropriate column type for each column.

   Column type	Description
   Entity Title	Makes the column entry the entity title. The column is also added as an Entity Alias using <column name> = <value>.
   Entity Description	Makes the column entry a description of the entity.
   Entity Alias	Makes the column entry a searchable entity identifier. Event Data Search uses aliases to populate recent log events for an entity in the entity health page. When creating an entity alias, make sure the key-value pair is unique. ITE Work relies on alias key-value pairs to identify entities in visualizations such as Service Analyzer and Episode Review. To identify any duplicate entity aliases in your environment, see the Check for Duplicate Entity Aliases panel of the ITSI Health Check dashboard.
   Entity Information field	Makes the column entry a tag that provides user-facing validation. Information fields are like common fields and can have the same values across entities. For example, an info field like datacenter=vault13 can be common to all the entities of the same data center.
   Entity Type	Associates the entity with an existing entity type that matches the column entry. If the entity type doesn't already exist, you have to create it first. ITE Work ignores entity type column entries that don't already exist.
   Service Title	Makes the column entry the name of the service to associate the entity with. The service will be created if it does not already exist.
   Service Description	Makes the column entry the description of the service.
   Do Not Import	Removes the column entry from the imported data.

   You can edit the Column Name field for columns that you import as Entity Title, Entity Alias, and Entity Information, for custom field mappings.

In this example, you want to map the columns in the CSV file to the following fields in ITE Work:



6. Configure the following options in the Settings section:

   Option	Description
   Service Team (Only displays if you are importing services.)	The team to create the services in.
   Import Services As (Only displays if you are importing services.)	Whether services are enabled or disabled upon import.
   Conflict Resolution	Determines how ITE Work updates and stores your entity data: Skip Over Existing Entities: Adds new entity data to the datastore only if the entity doesn't already exist. If an entity already exists, the entity is not updated. Update Existing Entities: Merges the imported data and the existing data associated with the entity. Uses the Conflict Resolution field to identify the entity. Replace Existing Entities: Replaces existing entity data with new entity data. Uses the Conflict Resolution field to identify the entity.
   Conflict Resolution Field	The field used to merge on. Entities that have the same field value are considered to be the same entity. For example, if there is an entity defined with the same IP, then merge into that entity. If Conflict Resolution is set to Update Existing Entities or Replace Existing Entities, ITE Work resolves duplicate entities based on this field.

   For this example, you are using Update Existing Entities and host for the Conflict Resolution field.

   For more information about Conflict Resolution, see Resolve conflicts during ITE Work entity imports.
7. In the Preview section, select Entities to be imported to confirm that your entity import configuration is correct. The preview shows the entity information you're importing. It doesn't show the final merged entity values.
8. Select Import.
9. Select View all Entities and View all Services to confirm that your imported entities and services appear.
   For example, for service Web A, which already existed, an Entity Title matching rule is added for appserver-04. appserver-04 is listed in the table of matching entities and the aliases and Information fields have been added to the entity from the CSV file.
   
   The service Web B was created and the Entity Title matching rule was added for appserver-05. View the appserver-05 listed in the table of matching entities at the bottom and the Aliases and Info fields added to the entity from the CSV file.