Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import

Prepare your spreadsheet by positioning your existing data in the correct columns is crucial to the success of your upload.

Before you begin

Role required: ot_excel_import_user

About this task

Procedure

  1. Fill the following columns in the Microsoft Excel spreadsheet.

    Note: Column names cannot be changed. Extra columns can be added to the staging table. For more information about adding a new custom field mapping in the staging table, see Add a custom field mapping in the staging table for Service Graph Connector for Microsoft Excel.

    Refer to the following tables for guidance while filling in the spreadsheet. The spreadsheet contains many columns. The examples and field descriptions are split into multiple sections.

    • Filling in columns A through K
    • Filling in columns L through Y
    • Filling in columns Z through AI
    • Filling in columns AJ through AT
    • Filling in columns AU through BD
    • Filling in columns BE through BR
    • Filling in columns BS to BW
    • Filling in columns 1 to 8
ColumnRequired column nameTypeDescription and example
ADevice criticalitystringMeasure of how critical, or important, the OT device is, based on its role. Examples: - High or Most critical - Medium or somewhat critical - Low or Less critical - None or not critical
BAssigned tostringEmail address of the user that this OT device is assigned to. For example: bob@example.com
CBackplane idstringUnique ID that is used for the identification of the backplane and mapping to control modules. For example: BPSN123
DBackplane namestringName of the backplane, if any, for the OT device. Examples: Backplane \#51, PLC1 Backplane
EControl module parent idstringUnique ID that is used for the identification of the control modules to the parent control system backplane. For example: 482bb239-05e8-4bad-ba59-925eb87ff06e
FCorrelation idstringUnique ID that is used for identification of the OT device. Enter the correlation\_id a string. Examples: 482bb239-05e8-4bad-ba59-925eb87ff06e or 5123456. This column entry is required. - Each imported OT device must have a correlation\_id that is unique. - The OT device data that you import normally originates in an external source system, which usually assigns a unique identifier to each record.
GCustom field 1string\(Optional\) Custom data for the OT device is stored in the Attributes field on the CI. You can use this column to associate free-form data to the OT device for categorization or other purposes. Examples: Refurbished, Used
HCustom field 2string\(Optional\) Custom data for the OT device is stored in the Attributes field on the CI. You can use this column to associate free-form data to the OT device for categorization or other purposes. Examples: Painting, Stamping
ICustom field 3string\(Optional\) Custom data for the OT device is stored in the Attributes field on the CI. You can use this column to associate free-form data to the OT device for categorization or other purposes.
JCustom field 4string\(Optional\) Custom data for the OT device is stored in the Attributes field on the CI. You can use this column to associate free-form data to the OT device for categorization or other purposes.
KCustom field 5string\(Optional\) Custom data for the OT device is stored in the Attributes field on the CI. You can use this column to associate free-form data to the OT device for categorization or other purposes.
ColumnRequired column nameTypeDescription and example
LDisplay namestringUsed to populate the display name of OT devices.
MEquipment model entity pathstringPath of the equipment model entity that the OT device is mapped to.
NFirmware versionstringFirmware version of the OT device, if any. For example: 12.0
OFirst discovereddatetimeISO-formatted timestamp of the first time that the OT device was first discovered on your network. For example: YYYY-MM-DD HH:MM:SS.
PHardware versionstringHardware version of the OT device, if any. For example: 13.2
QHas moduleBooleanFor control systems with modules, indicates that this system has modules. Examples: True, False
RIO field device typestringIf this device is a field device, indicates if it is used for input, output, or both. Examples:- input - output - input\_output The device acts as both input and output.
SIP Address 1stringFirst IP address, if any, that is associated with the OT device. If there are multiple IP addresses, use the next IP address column \(IP Address 2\). Examples: 10.0.0.22, 10.0.0.12
TIP Address 2stringSecond IP address, if any, that is associated with the OT device. Examples: 192.168.100.1, 192.168.100.5
UIP Address 3stringThird IP address, if any, that is associated with the OT device.
VIP Address 4stringFourth IP address, if any, that is associated with the OT device.
WIP Address 5stringFifth IP address, if any, that is associated with the OT device.
XIP Address 6stringSixth IP address, if any, that is associated with the OT device.
YIP Address 7stringSeventh IP address, if any, that is associated with the OT device.
ColumnRequired column nameTypeDescription and example
ZIP Address 8stringEighth IP address, if any, that is associated with the OT device.
AAIP Address 9stringNinth IP address, if any, that is associated with the OT device.
ABMAC Address 1string

First MAC address, if any, that is associated with the OT device. If there are multiple MAC addresses, use the next Mac address column (MAC Address 2). Examples: 94:94:1d:01:6d:5f, cc:7c:4a:fb:20:71Note: For an OT device, you must create an entry in at least one of these three spreadsheet columns, all values in these columns must be unique for the spreadsheet:

  • MAC Address 1
  • Name
  • Serial number
ACMAC Address 2stringSecond MAC address, if any, that is associated with the OT device. For example: e5:4d:c8:36:b1:2d
ADMAC Address 3stringThird MAC address, if any, that is associated with the OT device.
AEMAC Address 4stringFourth MAC address, if any, that is associated with the OT device.
AFMAC Address 5stringFifth MAC address, if any, that is associated with the OT device.
AGMAC Address 6stringSixth MAC address, if any, that is associated with the OT device.
AHMAC Address 7stringSeventh MAC address, if any, that is associated with the OT device.
AIMAC Address 8stringEighth MAC address, if any, that is associated with the OT device.
|Column|Required column name|Type|Description and example|
|------|--------------------|----|-----------------------|
|AJ|MAC Address 9|string|Ninth MAC address, if any, that is associated with the OT device.|
|AK|Manufacturer|string|Name of the manufacturer of the OT device. Examples: Rockwell Automation, Dell|
|AL|Memory card serial 1|string|Assigned serial number of the first memory card, if any, that is installed in the OT device. If there are multiple memory cards, use the next memory card serial column \(Memory card serial 2\). Examples: MMC DA362131, MemSN123|
|AM|Memory card serial 2|string|Assigned serial number of the second memory card, if any, that is installed in the OT device. For example: MemSN123|
|AN|Memory card serial 3|string|Assigned serial number of the third memory card, if any, that is installed in the OT device.|
|AO|Memory size 1|string|Size of the first memory card, if any, that is installed in the OT device. Examples: 256 GB or 1 GB|
|AP|Memory size 2|string|Size of the second memory card, if any, that is installed in the OT device. Examples: 256 GB or 1 GB|
|AQ|Memory size 3|string|Size of the third memory card, if any, that is installed in the OT device. Examples: 256 GB or 1 GB|
|AR|Memory type 1|string|Type of memory card that is installed in the OT device. If there are multiple memory cards, use multiple columns. For example: RAM|
|AS|Memory type 2|string|Type of memory card that is installed in the OT device. Examples: RAM|
|AT|Memory type 3|string|Type of memory card that is installed in the OT device.|
ColumnRequired column nameTypeDescription and example
AUModel numberstringManufacturer's model number for the OT device. Examples: ThinkServer TD230, XPS 15z
AVModule typestringDescription of the function of the control module, if this device is one. Examples: Input, Output
AWNamestring

Host name of the OT device, usually as part of the FQDN. Examples: PLC1, Door Assembly HMI, and Robot Control Module.Note: For an OT device, you must create an entry in at least one of these three spreadsheet columns. All values in these columns must be unique for the spreadsheet:

  • MAC Address 1
  • Name
  • Serial number
AXOperating systemstring

Operating system, if any, that is installed on the OT device. Examples: Linux Fedora, Windows 10, Windows 2000, Mac OS 8. Note: For an OT device, you should create entries in the following spreadsheet columns, even though they are not required:

  • Type
  • If available, Operating System
  • If available, Firmware version
AYOS versionstring

Reported version of the operating system, if any, that is installed on the OT device. Examples: 10.0, 13.5.2 Note: For an OT device, you should create entries in the following spreadsheet columns, even though they are not required:

  • type
  • If available, os_version
  • If available, firmware version
AZOT Staging TaskstringTasks created to remediate invalid records on the staging table.
BAPurdue levelstringAssigned Purdue level for the OT device. Assigning a Purdue level ensures that the Discovery for the Operational Technology function properly locates each item at the correct ICS level and produces accurate Discovery results. Examples: 1, 2, 3
BBRack numberstringRack where the control module is mounted. Examples: 1, 2, 3
BCSerial numberstring

Assigned serial number, if any, for the OT device. Examples: SN545, SN998Note: For an OT device, you must create an entry in at least one of these three spreadsheet columns. All values in these columns must be unique for the spreadsheet:

  • MAC Address 1
  • Name
  • Serial number
BDSerial number typestringNormally set to the value of "system," but it could be a different type of serial number. For example: uuid
ColumnRequired column nameTypeDescription and example
BEShort descriptionstringShort description of the OT device. Examples: HMI for the Door Painting Cell, Controls the door assembly robot.
BFSitestringThe equipment models start at the site level and contain a detailed hierarchical structure that describes each industrial site.For more information, see ISA-95 equipment model.
BGSlot numberstringFor a control module, indicates the slots that this device occupies in the chassis of the control system. Examples: 1, 2
BHSoftware install date 1datetimeDate that the application software was installed on the OT device. If there are multiple dates, use multiple columns. Use only UTC format for the date. For example: YYYY-MM-DD HH:MM:SS
BISoftware install date 2datetimeDate that the application software was installed on the OT device. If there are multiple dates, use multiple columns.Use only UTC format for the date. For example: YYYY-MM-DD HH:MM:SS
BJSoftware install date 3datetimeDate that the application software was installed on the OT device. If there are multiple dates, use multiple columns.Use only UTC format for the date. Example: YYYY-MM-DD HH:MM:SS.
BKSoftware installed 1stringName of the application software, if any, that is installed on the OT device. If there are multiple names, use multiple columns. For example: Rockwell HMI Vision
BLSoftware installed 2stringName of the application software, if any, that is installed on the OT device.
BMSoftware installed 3stringName of the application software, if any, that is installed on the OT device.
BNSoftware version 1stringReported version of the application software, if any, that is installed on the OT device. If there are multiple versions, use multiple columns. For example: v1.2 or v2011 SP3 HF2 or 4.54.32145
BOSoftware version 2stringReported version of the application software, if any, that is installed on the OT device.For example: v1.2 or v2011 SP3 HF2 or 4.54.32145
BPSoftware version 3stringReported version of the application software, if any, that is installed on the OT device.For example: v1.2 or v2011 SP3 HF2 or 4.54.32145
BQStatusstring

Status of the OT device:

  • --None--

No assigned status.

  • Absent

OT device is absent in your facilities.

  • In Maintenance

OT device is in maintenance and currently is off line.

  • In stock

OT device is in stock in your facilities.

  • Installed

OT device is installed in your facilities.

  • Pending Install

OT device is pending installation in your facilities.

  • Pending repair

OT device is pending repair but is not online yet.

  • Retired

OT device is retired.

  • Stolen

OT device has been stolen.

Note:

The values in this field are mapped to Life Cycle Stage and Life Cycle Stage Status fields on the CI form.

BRSupport groupstringName of the primary support group for this OT device. Examples: Door Support, Corporate IT Support.
ColumnRequired column nameTypeDescription and example
BSTransformed namestringUsers must not fill this column. By default, the transformed name value is populated using transformed column system properties. A user cannot edit the Transformed name. For system properties, see Review the system properties used by the Service Graph Connector for Microsoft Excel.
BTTypestring

Type of OT device/configuration item (CI). Examples: PLC, DCSNote:

  • For a listing and explanation of valid CI types, see Operation Technology (OT) extension classes.
  • For an OT device, you should create entries in the following spreadsheet columns, even though they are not required:
  • type
  • os_version
BUValidation commentsstringUsers must not fill this column. By default, Validation comments are populated after the validations are run on the staging table records that are imported from excel. Validation comments are not updated when records are imported. User cannot edit the Validation comments.
BVValidation statestring

Users must not fill this column.

By default, the validation state is populated when the data is imported in the staging table.

Status of the OT device:

  • Pending validation

Default state when records are imported into the staging table.

  • Invalid

Cannot uniquely create a CI record in the CMDB.

  • Partially valid

One of the Transformed Name, MAC Address 1, and Serial number has no value. All the other fields (correlation id, control module parent id) have values.

  • Valid

All identifiers are present and are ready for import​.

  • Imported

Completed the import of the data from the staging table to the Import set table.

User cannot edit the Validation state.

BWVendorstringName of the vendor of the OT device.
ColumnRequired column nameTypeChoice columns if applicableDescription and example
1Backup configuration statuschoice listBackup Enabled, Backup Disabled, Unknown, Not Applicable, Planned, Not PlannedIndicates whether the CI has been configured in the backup service or appliance with relevant policies. Examples: Backup Enabled
2Backup execution modechoice listManual, Automatic, Manual or Automatic, UnknownIndicates whether the backup is configured to run automatically on a periodic basis, or if it is manually executed on an as-needed basis.Examples: Manual, Automatic
3Backup source idstring Backup service source identifier for a device, which identifies the device in external or internal backup services. Backup source id can include host\_id, vcenter\_id, instance\_id, db\_id.Examples: AdvWrks2008R2Backup
4Last backup attemptglide\_date\_time Date and time of the last backup attempt made for a device.Examples: 2024-06-18 09:53:37
5Last successful backupglide\_date\_time Date and time of the last successful backup made for a device.Examples: 2024-06-18 09:53:37
6Backup recovery point objectiveglide\_duration Represents the amount of time that can elapse between backups and the amount of data lost.Examples: 90 12:00:00
7Backup managed bystring Email ID of the user responsible for managing the backup.Examples: firstname.lastname@example.com
8Backup managed by groupstring Name of the primary support group responsible for managing the backup.Examples: App Engine Admins
  1. After populating the Microsoft Excel spreadsheet, save it in a known location for easy access to upload.

Parent Topic:Create an import task