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Planet Associates Inc
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1. Intended Audience
2. Quick Start Guide
3. Key Concepts and Terminology
3.1. Object-based design
3.2. Sites
3.3. Areas
3.3.1. User-based Area editing restrictions
3.4. Managed Objects
3.5. Types
3.6. Categories and Super Categories
3.7. IRM Library
3.8. Key Managed Objects
3.8.1. Equipment
3.8.2. Cables
3.9. Custom data fields
3.10. Lifecycle Stages
3.11. IRM users
3.12. Groupings
3.13. Permissions and Policies
3.14. MAC operations
3.15. Multi-user considerations
3.16. IRM System
3.17. Caveats, Limitations, and Performance Considerations
3.17.1. Browser considerations
General tips for working around browser-oriented problems
3.17.2 Workaround for Memory-Related Issue in the Web Client
4. Administrators’ Guide
4.1. Intended Audience
4.2. Overview
4.2.1. Key Concepts and Terminology
4.2.1.1. User Accounts - Concepts and Terminology
4.2.1.2. Permissions - Concepts & Terminology
4.2.1.3. License - Concepts & Terminology
4.2.1.4. Library - Concepts & Terminology
4.2.1.5. Email notifications
4.2.2. Permissions Model
4.2.3. IRM Licensing
4.3. Global Console
4.3.1. Site Management
4.3.2. User Management
4.3.2.1. Users
4.3.2.2. User Teams
4.3.2.3. User Activity Logs
4.3.3. Permissions Management
4.3.3.1. Site Groupings
Add a new Site Grouping
Edit Site Grouping
Warning
4.3.3.2. Policies
4.3.4. Global Console Global Settings
4.3.5. Adding a Custom Logo
4.3.6. Audit Log Settings (On Premise deployments only)
4.3.7. Administration
4.3.7.1. General
4.3.7.2. IRM License
4.3.7.3. Object Count Technicalities
4.3.7.4. Relational Export
4.3.7.5. Maintenance
Library Update
4.3.7.6. Consul (On-premise deployments only)
4.4. Server health checks for specific data inconsistencies
4.5. Category and Type hiding
4.6. Data Transfer Export
4.7. Data Transfer Import
4.8. On-premises Considerations
4.9. Configuring and maintaining integrations with other software
4.9.1. Linkware Live
4.9.1.1. Configuring the Proxy Source
4.9.1.2. Using the Linkware Integration Service web server for dealing with operational issues
4.9.2. BMC
4.9.2.1. Setting up the BMC Helix ITSM (Remedy) integration with IRM
4.9.2.2. Configure IRM BMC Discovery Service
4.9.2.3. Using the Discovery Integration Service web server for dealing with operational issues
4.9.2.4. Setup Smart IT External Links to IRM Ticket and IRM Reports
4.9.3. Controlling, debugging and analyzing Integration Services via Global Console
4.9.4. ServiceNow
4.9.4.1. Create API user in ServiceNow
4.9.4.2. Proxy Source configuration
4.9.4.3. Auto-configuration of ServiceNow features by the Integration Service
4.9.4.4. ServiceNow Proxy Varieties
4.9.5. Fiber Mountain
4.9.5.1. Configuring the Fiber Mountain Proxy Source
4.10. General deployment considerations
4.11. Security Classification Manager
4.12. Audit Log
Areas
Canvas
Coordinates
geospatial
latitude
longitude
utm
SiteWorkspace
Browser
CommScope
ERD
Global Console
Audit Log
Custom Logo
Library
Live Data Viewer
Managed Objects
Categorized Objects
Areas
Contacts, Users & Vendors
Contracts
Groupings
Locations
MAC Transaction Tickets
Maintenance Holes
Projects
Spaces
Change Log
Context Menu
Typed Objects
Cables
Connectivity
Object Hierarchy for Cables
Cable Type
Media
Plugs
Category
Schematic View
Circuits
Equipment
Elevation
Object Hierarcy for Equipment
Ref EquipmentType
Ports
Port Linking
Ref JackTypes
Slots
Operations
Add
Duplicate
Move
Path Trace
Remove
Replace
Pathways
Software
Tube Box
Security Model
IRM Users
Permissions
Policies
Sites
User Defined Fields
Search
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4. User's Guide
4.3. Tutorial
4.3.15. Advanced topics
4.3.15.4. Data Import (DDR)
General Use Case
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General Use Case
Note that in this topic, the focus is to explain the features of this operation that are common for all object types, while additional specific features enabled only for certain types of objects will be described in separate use cases as sub-topics.
The contents of General Use Case
Step 1: Select source data
Step 2: Specify Import Parameters
Step 3: Column Mapping
Step 4: Data Preview and downloading results
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