Importing Organization
Organization
Importing is a feature introduced in Netaphor SiteAudit™ version 4.4 that allows one to define the organizational hierarchy, specify printer department assignments, contact information and other data, and import it into the SiteAudit Viewer.
Contents
Feature Description
The
Organization Import feature makes it possible to import company and department
information into a SiteAudit database using an XML import file document that
describes the data to import. Importing
organization data will delete any existing Company or Department data
(including any address and printer assignment information) and then import the
new data.
SiteAudit
supports one company and zero or more departments inside the company. Printers can then be automatically assigned
to a department based on printer assignment ranges or networks specified in the
import file. A department can have zero or
more printer assignment ranges or networks. After import, devices will be automatically assigned to their designated
departments.
Figure 1: Organization Pane
Company
The
following fields can be imported for a company:
- Company
name (CompanyName)
- Street
address 1 (Street1)
- Street
address 2 (Street2)
- City
- State
- Zip
- Country
- Phone
- Email
- Fax
- Contact
name (ContactName)
- Contact
phone (ContactPhone)
- Contact
email (ContactEmail)
- Number
of users (NumberOfUsers)
- Alert
email address (AlertEmailAddress)
- Downtime
cost per user hour (DowntimeCostPerUserHour)
For future use: not currently enabled
- Comment
- Notes
Department
The
following fields can be imported for a department:
- Department
name (DepartmentName)
- Street
address 1 (Street1)
- Street
address 2 (Street2)
- City
- State
- Zip
- Country
- Phone
- Email
- Fax
- Contact
name (ContactName)
- Contact
phone (ContactPhone)
- Contact
email (ContactEmail)
- Number
of users (NumberOfUsers)
- Alert
email address (AlertEmailAddress)
- Downtime
cost per user hour (DowntimeCostPerUserHour)
For future use, not currently
enabled
- Comment
- Notes
- Printer assignment by IP address:
IP
address (IPAddress)
- Printer assignment IP range information:
Start
address (StartAddress)
End
address (EndAddress)
- Printer assignment network information:
Network
address (NetworkAddress) - Mask
- can be specified as a network mask or a CIDR value
Import Procedure
The
XML import document containing the desired import data must be created prior to
importing data into SiteAudit. A sample
import document, SiteAuditOrganizationImport.xml,
is installed in the SiteAudit Sample/en
(English) folder. This document can be copied
and modified to import data for a specific environment.
To
import data into a SiteAudit database, launch the Import Information dialog by
selecting Import… from the Tools menu.
- Click the button to navigate and select the import document.
- Click the Import button to start the import.
Once
the import process completes, a popup dialog appears and indicates if the
import process succeeded or if errors occurred. The Log: text area will indicate which import data was imported and
which sections were not found.
Note: Discovery and provisioning information cannot
be imported in the same import file that contains organization
information. To import discovery and/or
provisioning information, use a separate import file.
Company and Department Examples: Importing company and department information
Every organization import file must have one
Company element. Within a company, zero
or more departments can be specified. The only required element for a Company is CompanyName. The only required element for a department is
DepartmentName.
Address information can be specified for a
Company or Department, but is optional.
<!—Example importing
Company and department hierarchy -->
<SiteAudit xmlns="http://tempuri.org/SiteAuditImportSchema.xsd"> <Import> <Organization> <Company> <CompanyName><![CDATA[My Company]]></CompanyName> <Departments> <Department> <DepartmentName>Engineering</DepartmentName> <Departments> <Department> <DepartmentName>QA</DepartmentName> </Department> </Departments> </Department> <Department> <DepartmentName>Other</DepartmentName> </Department> <Department> <DepartmentName>Direct Connects</DepartmentName> </Department> </Departments> </Company> </Organization> </Import> </SiteAudit>
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<!--Example importing
Company information fields-->
<SiteAudit xmlns="http://tempuri.org/SiteAuditImportSchema.xsd"> <Import> <Organization> <Company> <CompanyName><![CDATA[My Company]]></CompanyName> <NumberOfUsers>54</NumberOfUsers> <AlertEmailAddress><![CDATA[alerts@mycompany.com]]> </AlertEmailAddress> <DowntimeCostPerUserHour>140</DowntimeCostPerUserHour> <Comment><![CDATA[Insert a comment here
for My Company]]> </Comment> <Notes><![CDATA[Insert a note here
for My Company.]]> /Notes> <Timezone>2</Timezone> <Address> <Street1><![CDATA[1234 Main Street]]></Street1> <Street2><![CDATA[My Company, Inc.]]></Street2> <City><![CDATA[Irvine]]></City> <State><![CDATA[CA]]></State> <Zip><![CDATA[92618]]></Zip> <Country><![CDATA[USA]]></Country> <Phone>555-1234</Phone> <Fax>555-4321</Fax> <Email>support@mycompany.com</Email> <Contact>
<ContactName><![CDATA[John Smith]]></ContactName> <ContactPhone>123-5555</ContactPhone> <ContactEmail>contact@mycompany.com</ContactEmail> </Contact> </Address> </Company> </Organization> </Import> </SiteAudit>
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<!--Example importing Department
information fields-->
<SiteAudit xmlns="http://tempuri.org/SiteAuditImportSchema.xsd"> <Import> <Organization> <Company> <CompanyName><![CDATA[My Company]]></CompanyName> <Departments> <Department> <DepartmentName>Engineering</DepartmentName> <Departments> <Department> <DepartmentName>QA</DepartmentName> <NumberOfUsers>12</NumberOfUsers> <AlertEmailAddress>qa@mycompany.com</AlertEmailAddress> <DowntimeCostPerUserHour>555</DowntimeCostPerUserHour> <Comment>QA specific comment</Comment> <Notes>QA specific notes</Notes>
<Timezone>20</Timezone>
<Address> <Street1><![CDATA[1234 Main Street]]></Street1> <Street2><![CDATA[ATTN: QA Department]]></Street2>
<City>Irvine</City> <State>California</State> <Zip>92618</Zip> <Country><![CDATA[United States]]></Country> <Phone>555-2222</Phone> <Fax>555-4321</Fax> <Email>qaadmin@mycompany.com</Email> <Contact> <ContactName><![CDATA[QA Smith]]></ContactName> <ContactPhone>555-3333</ContactPhone> <ContactEmail>qasmith@mycompany.com</ContactEmail> </Contact> </Address> </Department> </Departments> </Department> <Department>
<DepartmentName>Other</DepartmentName>
</Department> <Department> <DepartmentName>Direct Connects</DepartmentName>
</Department> </Departments> </Company> </Organization> </Import> </SiteAudit>
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Printer Assignment
Examples: Importing printer assignment information
Printer assignment information can be optionally
specified for any department. This
information can be entered in the form of a device IP address, IP address
range or a network. See the examples
below:
<!--Example importing printer
assignment by IP Address-->
<SiteAudit xmlns="http://tempuri.org/SiteAuditImportSchema.xsd"> <Import> <Organization> <Company> <CompanyName><![CDATA[My Company]]></CompanyName> <Departments> <Department>
<DepartmentName>Engineering</DepartmentName> <PrinterAssignment> <Devices> <IPAddress>10.0.0.85</IPAddress> <IPAddress>10.0.0.86</IPAddress> <IPAddress>10.0.0.88</IPAddress> </Devices> </PrinterAssignment>
<Departments> <Department> <DepartmentName>QA</DepartmentName> </Department> </Departments>
</Department> <Department> <DepartmentName>Other</DepartmentName> </Department> <Department> <DepartmentName>Direct Connects</DepartmentName>
</Department> </Departments> </Company>
</Organization> </Import>
</SiteAudit>
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<!--Example importing printer
assignment by range -->
<SiteAudit xmlns="http://tempuri.org/SiteAuditImportSchema.xsd"> <Import> <Organization> <Company> <CompanyName><![CDATA[My Company]]></CompanyName> <Departments> <Department>
<DepartmentName>Engineering</DepartmentName> <Departments>
<Department> <DepartmentName>QA</DepartmentName> <PrinterAssignment> <Ranges>
<Range> <StartAddress>10.0.0.1</StartAddress> <EndAddress>10.0.0.50</EndAddress> </Range>
</Ranges> </PrinterAssignment>
</Department> </Departments>
</Department>
<Department>
<DepartmentName>Other</DepartmentName>
</Department>
<Department>
<DepartmentName>Direct Connects</DepartmentName> </Department> </Departments>
</Company>
</Organization> </Import>
</SiteAudit>
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<!--Example importing printer
assignment by network (using CIDR and network mask-->
<SiteAudit xmlns="http://tempuri.org/SiteAuditImportSchema.xsd"> <Import> <Organization> <Company> <CompanyName><![CDATA[My Company]]></CompanyName>
<Departments>
<Department> <DepartmentName>Engineering</DepartmentName> <Departments> <Department> <DepartmentName>QA</DepartmentName>
</Department>
</Departments> </Department> <Department>
<DepartmentName>Other</DepartmentName>
</Department> <Department> <DepartmentName>Direct Connects</DepartmentName> <PrinterAssignment>
<Networks> <Network>
<NetworkAddress>10.0.2.0</NetworkAddress> <!--CIDR
equivalent to 255.255.0.0--> <Mask>/16</Mask>
</Network> <Network> <NetworkAddress>192.168.0.0</NetworkAddress>
<!—
Network mask equivalent to CIDR value of /16-->
<Mask>255.255.0.0</Mask> </Network> </Networks> </PrinterAssignment> </Department>
</Departments> </Company> </Organization> </Import> </SiteAudit>
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Organization Import FAQs
The
following list contains frequently asked questions about importing organization
data into SiteAudit.
Q: What happens if a
device is assigned to multiple departments in an import file?
The
printer assignment is unspecified in this case. Users should take care not to assign the same printer to multiple
departments in the import document.
Q: What values do
optional fields take on if they are not specified in an import file?
Default
or blank values are assigned if they are not specified in an import file. The following is a list of default values. (Note that DowntimeCostPerUserHour is for a
future use and is not currently enabled).
Field Name
|
Default Value
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DowntimeCostPerUserHour
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35.00
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NumberOfUsers
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-1
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Q: What is imported if there is an error in my import file?
In
the case that there is a validation error during import, no changes will be
made to the database and nothing will be imported.
Q: Is it possible to import provisioning and discovery data in the same file as an organization
import?
No.
Q: What happens to a device that is assigned to a department via import file printer assignment
parameters and then manually assigned to a different department via the
Printer Assignment dialog?
The device’s manual
assignment will take precedence because it occurred after the import. Note in the Printer Assignment dialog that
when the device is manually moved, there will be a selected checkbox under the Manually Assigned Department column to indicate that the device was manually
assigned to a department. Any network or device assignments for that printer
will not take precedence over it. If an
import is performed after the manual printer assignment, it will overwrite the
manual printer assignment.
Q: If I manually assign networks and ranges to my departments, will the printers automatically
go into the department? What about newly discovered printers? Will these be automatically assigned to the specified
departments?
Yes. Once you’ve entered printer assignments in
your Department Information, the printers will automatically move to the
department. Be careful not to assign the
same printers to more than one department! Also, once any new printers are discovered, they will be automatically placed into the specified department.
Q: Can I just import my company and departments and then fill in the addresses and printer assignments in SiteAudit?
Yes. It is possible to modify any data related to your organization from the SiteAudit Viewer, including assigning printers to departments.