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Bulk Modifications

There are two ways to perform bulk modifications in iTop:

  • The Modify action on a list of objects: this is useful for data clean-up (normalization) when you want to align values within a set of objects, or for daily operations when you need to modify many objects in the same manner.
  • The Interactive CSV Import: this is useful for re-importing a set of exported and modified data.

The Modify Action

iTop allows the bulk modification of a list of objects. This operation is very useful for setting a field of many objects to the same value, in one operation.

  • Bulk modification. This is only possible on a list if all the objects of the list are of the same class. For example, it is not possible to perform a Modify on a list of Contacts, since the list may contain a mix of Teams and Persons. If you want to perform such an operation, make sure that you narrow your search to just one class of objects.
  • Limited access. Not all users are allowed to perform bulk operations. If the menu item is not displayed in the drop-down list, ask your administrator to check the security profile of your iTop account.
  • Modifying a large number of objects. (several hundreds or more) This may require a lot of time to be performed. Since all interactive operations are time-limited (time-out) for security reasons, contact your administrator before performing major modifications, to check if this is allowed/sustainable in interactive mode. An alternate solution for large update operations is to prepare a CSV file that will be loaded directly on the server in command-line mode.

Modify All..

Select Modify from the Other Actions menu item, the following page is displayed:

Modify All

At this step, you can select the objects to be updated. By default, all of them are checked and therefore will be modified. Browse the list to check that there is no issue and click on Next » to proceed to the next screen.

The object modification form appears with a checkbox and a numeric indicator next to each field. The indicator tells how many different values exist for this specific field among all the selected objects. If all objects have the same value for this field, the indicator is green (Only One Value), the checkbox is checked and the field is editable. Otherwise, the indicator is red and the checkbox is unchecked. When the pointer of the mouse is positioned over a red indicator, a tooltip is displayed showing information about the different values of the field.

Modify All Form

Only the fields for which the corresponding checkbox is checked will be modified. All other fields will remain unchanged. By checking the checkbox in front of a red indicator (i.e. a field that contains several different values among the objects) you can force all the values to the same homogenous value.

Click on Preview Modifications » to display a confirmation screen:

Modify All Confirmation

Inspect the list to check if any errors are reported in the Operations column, and when ready, click on Modify All to actually perform the bulk modification.

Interactive CSV Import

iTop provides a powerful CSV Import feature to assist end-users (and administrators) in massively creating or updating objects in iTop.

To launch the CSV Import Wizard, click on the CSV Import menu in the Data Administration section.

CSV Import Menu Item

Only users with bulk modify rights are allowed to use the interactive CSV import

CSV Templates

iTop provides CSV templates for creating/importing any class of objects. You can either download or copy/paste the template from the third tab Templates in the CSV Import wizard.

CSV Import Templates

Select the desired class from the drop-down list to generate the template. Then either click on the big Excel icon to download the template, or copy/paste the text from the text area below the icon.

Another way to obtain a pre-filled template is to export existing objects in CSV. Refer to Export data for detailed instructions about how to perform this task.

Uploading Data

The first step of the CSV import consists of uploading the data to the server. You can either upload a file from your computer or directly copy/paste the data in the second tab of the wizard.

To upload the file from your computer, use the file upload form on the first tab of the wizard. Make sure that you also select the appropriate character set that was used for saving the file.

If the character set that you use is not available in the drop-down list, contact your iTop administrator (this list is configurable via the csv_import_charsets configuration variable).

If you choose to copy/paste the data, use the second tab Copy and paste data of the wizard:

Copy and paste data

Then click Next » to proceed with the next step of the wizard.

CSV Import Step 2

The following parameters must be adjusted during this step:

Parameter Meaning
Separator Character This is the character used for separating the different columns inside the CSV file. If the columns are properly displayed and separated in the preview at the bottom of the page, then the current choice is correct. (The typical choice for a CSV file is the comma)
Text Qualifier Character Sometimes the values inside the cells contain the separator character. Such fields are then enclosed by the text qualifier character to prevent the separator character from being wrongly interpreted in the middle of a cell. (A typical value is either a simple or double quote)
Treat the first line as a header Check this box if the first line of the file contains a header (column names) instead of actual data. Note that on the preview at the bottom of the page, the header line is displayed with a different color.
Skip x lines at the beginning Some CSV files (typically CSV files generated by hand-made scripts) contain some comments at the beginning of the file. Use this setting to tell iTop to ignore as many lines as needed to skip the comments. The skipped lines are removed from the preview at the bottom of the page.
If the accented characters do not displayed properly in the preview, go back to the first page of the wizard using the << Back button and pick the appropriate character set before uploading again your CSV file.

Once the data looks correct in the preview, click on the Next » button to move to the next step:

Data mapping

The third step of the Import Wizard defines the mapping between the column of the CSV file and the fields of the object in iTop. The first operation consists of selecting the class of objects to import. This determines the list of fields available for the mapping.

Fields Mapping

If the CSV file has been originally created using a template or an iTop CSV export, the header provided in the CSV should automatically give you the correct mapping.

If this is not the case, you have to create this mapping manually.

The wizard requires a mapping for each column of the imported data. However a column can be ignored (i.e. not imported) by selecting – ignore this field – as the mapping for this column.

Search Keys

The CSV Import Wizard can be used to either create or update objects in iTop. The wizard uses the search criterias (the search keys) defined at this step to determine whether each line of the CSV file corresponds to an existing object in iTop or not. If the object exists, then it will be updated, otherwise it will be created. Typically in iTop search forms, all selected search criterias are combined using the AND operator. (i.e. an object must match all the value on the keys columns to be considered as a match).

The exact same imported CSV file can produce different results in iTop depending on the selected search keys. The number of objects created or updated depends on the search criteria defined at this stage.
Advanced Usage for Administrators

Administrators have access to an Advanced mode (a checkbox at the top-right of the page), which allows to import objects based on their internal identifiers (ID or Key number). This is useful for renaming objects exported from iTop. Do not use this option for objects not exported from iTop, or at least make sure that you know the data you are importing!

Once the mapping and the search criteria looks correct, proceed to the simulation of the import by clicking on the Simulate Import: button.

After a few seconds, the following summary screen is displayed:

Note the number of objects to be created and the number of objects to be updated, as well as the number of errors. You can use the checkboxes at the top of the page to filter the display for a quicker analysis of the results.

The lines in errors are highlighted with a red background. Errors will not prevent the import from running, but the corresponding lines will be rejected.

If the simulation looks correct, click Run the Import! to perform the actual import. If you need to modify the data, click on |<< Restart (the Copy and paste data tab will contain a copy of the uploaded data).

If the number of objects imported and the percentage of objects to be created or updated exceeds a certain level, a confirmation dialog is displayed:

CSV Import confirmation dialog

Click Yes to close the dialog and proceed with the data import.

The last screen of the wizard displays the summary of the operations performed during the import.

Import Summary

In case of errors, the rejected lines are listed at the bottom of the report, they can be copied/pasted and corrected before being imported again.

An alternative to this is to proceed iteratively:

  1. Complete the import wizard, and note which lines have errors. Lines containing errors are simply ignored.
  2. Fix the lines in error in your reference CSV file.
  3. Re-run the import with your reference CSV file (the whole file)
  4. Repeat until no error is found.

iTop will ignore lines that have been unchanged, because the corresponding data is already up-to-date (unless modified between two imports by somebody else in the mean time ). Iterating on the whole CSV file may be the preferred option, if you need to maintain a reference CSV file of your data.

2_3_0/user/bulk_modify.txt · Last modified: 2018/12/19 11:40 (external edit)
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