Solution

  1. Open HCL IEM Web URL and login with Admin credentials.

    Create Entity

  2. Click the customer onboard section, for customers click on customer action edit section.
  3. Click on the Entity page, Entity records for the selected customer will be displayed in the grid view as shown.
    Figure 1. Entity Page
  4. Click +New Entity.
  5. Click on Get Data Icon and select the Upload CSV option as shown.
    Figure 2. Uploading csv file for Creating an Entity
  6. As we select Upload CSV and Click on Download Template button. The following template is downloaded.
  7. Source entity id (hostname) is the mandatory column, rest are the additional details available in the environment.
  8. Users can choose to provide values of the additional details or can add more details as per their requirement by adding columns in the template.
  9. The new additional details will be added in the repository while the data is uploaded.
  10. Upload the excel by clicking on Upload CSV. As we click on the upload CSV our local directory browser will appear.
  11. Browse to the local directory where the data file is saved and select the file. As the file is selected it appears.
  12. Click Import. On successful data creation confirmation box is displayed.
  13. Clicking Ok updates, the Grid View and the new data are displayed in the grid.