Upload, validate, and import the OT device inventory spreadsheet

Chat with an AI agent in the Now Assist panel to begin the process for uploading, validating, and importing your Operational Technology (OT) device data into the OT CMDB.

Before you begin

The Now Assist panel must be activated. For more information, see Activate the Now Assist panel standard chat.

Role required: ot_excel_import_user and now_assist_panel_user

Procedure

1. Select the Now Assist icon.
   The Now Assist panel is displayed.
2. To initiate the Import OT device spreadsheet into OT CMDB agentic workflow, enter a prompt such as I want to import an OT device.
   The OT Excel import task AI agent begins the workflow process and creates an OT Excel SGC Import Task record. For more information about import tasks, see Using the Service Graph Connector for Microsoft Excel through import tasks.
3. Select Open OT Excel SGC Import Task.
4. In Attachment panel of the import task record, download and save the Microsoft Excel spreadsheet template to your local drive.

   

5. Once you have filled out the spreadsheet with your OT device inventory, upload it in the Attachment panel.
   For more information about how to fill out the spreadsheet, see Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import.
6. In the Now Assist panel, enter a prompt such as Done to alert the agent that you have uploaded the spreadsheet.
   The agent uploads the spreadsheet to the SG OT Excel Stagings table. Wait for the State field of the import task record to update to Staging import succeeded and for the staging records to be created. You can view the staging records in the import task record's Staging Records tab.
7. Once the import is complete, enter a prompt in the Now Assist panel to alert the agent that the import was successful and can proceed to the next step, such as Yes, proceed.
   The agent validates the staging records and replies with the number of valid records, partially valid records, and invalid records. For invalid records, the agent asks if you want to create a remediation task.
8. If you want to create a remediation task for the invalid records, enter Yes.
   The agent creates a remediation task for all invalid records so you can resolve them as needed. For more information about possible validation errors, see Managing Validations.

   The agent then asks if you want to proceed importing the valid or partially invalid staging records.

9. To import the valid or partially valid staging records, enter Yes.
   The agent triggers the CMDB import process. The State field of the import task record changes to Pending CMDB import. Once the import process is complete, the State field changes to CMDB import complete.

   The AI agent asks if you require any further assistance.

10. If no further assistance is needed, enter No to conclude the AI agent session.

What to do next

To verify the CMDB import, navigate to the Industrial Workspace list view and open the All OT Devices list. The recently imported OT device records should appear in the list.