Adding assets

Assets can be added manually, but are typically discovered or added in bulk.

Manually adding an asset

  1. Go to Assets → Add New.

  2. Select the intended asset type from the Type dropdown. Fields relevant to that asset type will appear. All non-location asset types typically prompt for values for:

    • Name
    • Manufacturer
    • Model
    • Location
    • Serial Number
    • Asset Tag (optional)
    • Sensor Monitoring Profile (defaults to “Discovered”)
  3. Enter values as appropriate. Depending on your inputs further values may be required.

    • If you are creating a rackable asset, you will need to specify the exact rack location.
    • If you selected “BACnet/IP” as the Sensor Monitoring Profile, you will need to provide Definition, IP Address, Port (defaults to 47808), Device Instance, Network Number (optional), Hardware Address (optional), Hardware Address Length (optional), and Data Collector values.
    • If you selected “Modbus TCP” as the Sensor Monitoring Profile, you will need to provide Definition, IP Address, Port (defaults to 502), Slave Address, and Data Collector values.
  4. Do either of the following:

    • Click Add → Add and Continue With New Values to start with blank fields for subsequent entries; or
    • Click Add → Add and Continue With Same Values to repeat the entered values (except for Name) for subsequent entries.

manual_add

The asset will now appear in the Asset Hierarchy under its parent location.

You can also create an asset from the right-click menu in the Asset Hierarchy (right-click on parent location → Add New Asset). Note that with this approach you can click on Add to simply add the asset, in addition to being able to add and continue with new or same values (as described in step 4 above).

Tip

Create a Data Collector before attempting to add an asset with a BACnet/IP or Modbus TCP sensor monitoring profile (see Adding discoveries). You can update an existing asset’s monitoring details from Information → Monitoring.

Bulk importing assets

  1. Go to Assets → Bulk Import → Download Template File → Assets. A CSV template for bulk importing assets will be downloaded to your browser’s default download directory.

  2. Update the template with asset details for the target location. Rename and save the file to a different folder, if needed.

    Note

    The import process is per-location.

  3. Click Select Location and File and specify values. Use “Assets” in the Template dropdown.

  4. Click Select to upload the file.

    bulk_modal

  5. Once the file is uploaded, verify the displayed list of assets. Troubleshoot, update, and re-upload the file if needed.

    bulk_grid

  6. Click Import to import the finalized asset list to the target location. This may take several seconds or more, depending on the number of rows you have in your CSV file.

Upon import, the assets will appear in the hierarchy under the specified racks.