Import From a Local CSV File

Follow the steps to create a Host Discovery query using the Import from a CSV file source option.

CAUTION: Each time a query refresh occurs for a query with an import option set as the source, it re-imports the host list. Therefore, deleting, renaming, or moving the import source file causes the query to fail.

Step 1 – Open the Host Discovery Wizard. On the Source page, select the Import from a CSV file option on the Source page. Click Next.

Step 2 – On the Query page, name the query and select the credentials used to access the source.

NOTE: The source in this case is the Access Analyzer Console server.

• Query Name – Provide a unique descriptive name for this query by typing over the NEWQUERY default name. Two queries cannot have the same name. If you use an existing name, a number is automatically appended to the query name, for example NEWQUERY becomes NEWQUERY1.

• Credentials – Select a Connection Profile. These credentials require the appropriate permissions for querying the source:

  • Default credentials (credentials the application is run with) – Applies the credentials used to launch the Access Analyzer application
  • Credentials in my default connection profile – Applies the default Connection Profile configured at the global level (Settings > Connection)
  • Credentials in this connection profile – Use the dropdown list to select a Connection Profile from those preconfigured at the global level (Settings > Connection)

  See the Connection topic for additional information on Connection Profiles.

Click Next to continue.

Step 3 – On the CSV File Import page, identify the CSV file to import and the column from within the file where the host names are located:

• File name – Identify the CSV file with the full file path. Use the ellipsis (…) to open a browser window.
• Includes header row – If the first row of the CSV file is a header row, select this option to remove it from the list of hosts to be imported
• Column – The drop-down menu is populated from the selected CSV file. Select the column containing the host names. The selection is highlighted in the Sample data box.
• Sample data box – Displays a preview of the selected CSV file

Click Next to continue.

Step 4 – On the Options page, configure the query options as required.

• Run the query when jobs that reference it are run – Select this option to automatically execute the Host Discovery query prior to executing a job that has the host list generated by this query assigned. This ensures any new hosts have been discovered and are available for auditing.

  RECOMMENDED: Use this setting only for host lists tied to specific jobs that require up-to-date host lists.

• Query Result Retention – Select how to maintain the host list generated by this discovery query:

  • Yes, grow the host list by appending newly discovered hosts – The host list includes every host the query has ever discovered
  • No, only show hosts that were found during the most recent run – The host list generated by this query includes only hosts found in the most recent query execution. This option removes hosts from the generated host list, but does not remove hosts from the Host Master Table.

Click Next to continue.

Step 5 – On the Inventory page, the host inventory process can be automatically included with the discovery query.

• Refresh inventory every time when the host discovery query completes – Automates the host inventory process and is dependent on the Settings > Host Inventory node configuration for the age of previously inventoried records. Leaving this option deselected applies the global settings for host inventory.

• Credentials – Select a Connection Profile. These credentials require the appropriate permissions for gathering inventory information from the discovered hosts:

  • Default credentials (credentials the application is run with) – Applies the credentials used to launch the Access Analyzer application
  • Credentials in my default connection profile – Applies the default Connection Profile configured at the global level (Settings > Connection)
  • Credentials in this connection profile – Use the dropdown list to select a Connection Profile from those preconfigured at the global level (Settings > Connection)

  See the Connection topic for additional information on Connection Profiles.

Click Next to continue.

Step 6 – The Summary page displays all the selected query configuration settings. To make changes, click Back to navigate to the relevant wizard page. Click Finish to complete the configuration process.

Step 7 – A Confirm dialog box opens. Click Yes to run the query now or No to run the query at another time.

Both options close the Host Discovery Wizard and return to the Host Discovery Queries view on the Host Discovery node. If Yes is selected, the Query State indicates the running query.