• Import/Export
  • Import/Export

    The cloudstep.io Import/Export facility makes it easy to use Microsoft Excel to collect and manage data.  You can manage many different types of data:

    • Teams, Functions and Applications.  Download and upload details about your organisation and the Apps used.
    • Operating Costs.  Collect cost information in Excel and upload it to cloudstep easily.
    • Wave Plans.  Export your migration plans and work with teams to make changes in Excel that will be reflected in your wave plans.
    • Infrastructure.  Import/Export all Compute, Virtual, Facility, Storage, Networking, Service and Cloud Services to modify them in bulk then upload them.
    • Tasks.  Migration planning tasks can be exported/imported to agree on scopes of work with project teams then load them into your plan.
    • RVtools Data.  A popular tool for exporting information from ESX environments is rvtools.  This tool can produce Excel spreadsheets that can be ingested into cloudstep making modelling must faster.

    You can use the Import/Export tools by navigating to Data > Import/Export in the main navigation on the lefthand side.  From here you can choose files to upload or download the current dataset.

    Anatomy of Exported Files

    Each file follows a similar format except for the RVtools Data spreadsheet which is generated by rvtools.  The shape and format of these spreadsheets should not be altered but new columns can be added to the spreadsheet to store additional information not used by cloudstep.  Note that when these are uploaded they are ignored and not stored by cloudstep.

    The first column is the internal cloudstep.io ID number for the record, the second is the action that will be undertaken.  This can either be empty (create), update (change the data) or delete (remove the record).  If the ID is blank then the action is always considered by a create.  Each upload/download files consists of one or more sheets.  These sheets usually group major information sets.  For more information on each of the file formats, see the documentation for the specific Import/Export (above).

    When importing, be aware of the following:
    • cloudstep will refuse to create two records with the same name.

    • Each record will be validated and any fields that have incorrect data will be listed as an error.  Where possible an error message will explain the validation issue.

    • Some fields refer to lists of other elements such as costs, scenarios, functions and applications.  These are exported and interpreted using a list of values separated by a "|" character.  The data in cloudstep will be altered to match that found in the column over-writing any other changes that might have been made.

    • Date fields are often handled in YYYY-MM-DD format but any Excel format will likely work fine.

    • Where dates are left blank then the start/stop dates for the customer model will be used in their place.

    Reporting on the Results

    When you click the Upload button after selecting a file you will see the results of the ouput from the import.  In general the import will proceed even if there are errors in some of the fields.  The results are presented in a table with the following information:

    • Status.  Whethere either success (a green row) or error (a red row).
    • Action.  Whether there was an update, create or delete action carried out.
    • Type.  The type of record imported into cloudstep
    • ID.  If a record is being updated then the ID number is shown.  This will correspond to the ID column in each sheet so you can find records causing problems.
    • Record.  If a record is created or updated you'll see the name of it here.  Clicking on it will take you to the Explorer for that element.
    • Import Messages.  If there is information to tell about the import then a bullet list will appear in either green (successful action) or red (unsuccessful action but not bad enough not to create the record)

    The table is searchable and sortable using the controls you see around it.