User Guide: CI Data and Import

User Guide: CI Data and Import 

Release: 1.4.0

 

Overview 

The CI Data and Import Improvement enhancement significantly expands Configuration Item (CI) data management in the Bearing platform. This release introduces new fields for tracking asset lifecycle information, a CI classification system, and improved bulk import capabilities through the Import Manager. 

What's new: 

• 6 new CI fields: Firmware, Integrator, Integrator SKU, Depreciation Schedule, Warranty Status, and Service Plan Status 

• CI Classification: Categorize devices by type (Hardware, IoT Device, Software, Equipment) 

• Protected Asset Linking during import: Link CIs to Protected Assets directly in the import file 

• Updated Import Manager integration: All CI templates updated and compatible with the Import Manager 

 

New CI Fields 

The following fields have been added to Configuration Item records: 

Field	Purpose	Example Values
Firmware	Track current firmware/software version	v2.5.1, Build 20230815
Integrator	Installation/integration vendor	ACME Security Systems
Integrator SKU	Vendor's product identifier	ACME-CAM-4K-001
Depreciation Schedule	Asset lifecycle/financial planning	5 years, 7 years, 10 years
Warranty Status	Track warranty coverage	Active, Expired, Extended, N/A
Service Plan Status	Track maintenance plan coverage	Active, Expired, Pending, None

 

CI Classification 

A new CI Class field allows you to categorize each device: 

Class	Use For
Hardware	Traditional physical devices (card readers, CCTV cameras, access control panels)
IoT Device	Connected smart devices (sensors, speakers, biometric devices, auto-lockers)
Software	Application and system software
Equipment	Other physical security equipment

Default mappings: 

Card Reader          → Hardware 

CCTV Camera          → Hardware 

Access Control Panel → Hardware 

Sensor               → IoT Device 

Speaker/Siren        → IoT Device 

Biometric Device     → IoT Device 

Auto-Locker          → IoT Device 

 

Updating CI Records with New Fields 

Updating an Individual CI Record 

1. Navigate to the CI record (via Configuration Items in the Bearing Workspace) 

1. Open the record you want to update 

1. Fill in any of the new fields as applicable: 

• Firmware: Enter the current firmware version (e.g., "v2.5.1") 

• Integrator: Enter the name of the vendor who installed the device 

• Integrator SKU: Enter the vendor's exact product SKU 

• Depreciation Schedule: Enter the depreciation period (e.g., "7 years") 

• Warranty Status: Select the current warranty status from the dropdown 

• Service Plan Status: Select the current service plan status from the dropdown 

• CI Class: Select the device classification from the dropdown 

1. Click Update to save 

 

Importing CIs with the Import Manager 

Step 1: Navigate to Import Manager 

Open the Bearing Workspace and navigate to Import Manager. 

 

Step 2: Select Import Type 

Select Security Hardware as the import type (covers all device types). 

 

Step 3: Download the Template 

Download the pre-defined import template for the device type you are importing (e.g., Cameras, Card Readers, Sensors). Templates are available for: 

• Access Cards 

• Cameras (CCTV, IP, PTZ) 

• Card Readers 

• HVAC Systems 

• NVR/DVR Systems 

• Sensors 

• Access Control Panels 

• Biometric Devices 

• And all other security equipment 

 

Step 4: Fill In Your Data 

Complete the template with your CI data. The template now includes columns for all new fields: 

• Firmware - Current firmware version 

• Integrator - Installation vendor name 

• Integrator SKU - Vendor product code 

• Depreciation Schedule - Depreciation period 

• Warranty Status - Active / Expired / Extended / N/A 

• Service Plan Status - Active / Expired / Pending / None 

• CI Class - Hardware / IoT Device / Software / Equipment 

Linking to Protected Assets during import: 

To automatically link CIs to a Protected Asset during import, add the Protected Asset ID (e.g., PA0001234) to the Protected Asset column in your import file. The system will create the link automatically - no manual linking required after import. 

 

Step 5: Upload and Complete the Import 

1. Upload your completed file through the Import Manager wizard 

1. Review any errors reported and correct as needed 

1. Confirm the import and track progress 

1. Verify records were created and linked correctly 

 

Field Reference 

Warranty Status Values 

Value	Meaning
Active	Device is under manufacturer warranty
Expired	Warranty period has ended
Extended	Extended warranty has been purchased
N/A	No warranty (used equipment, donation, etc.)

Service Plan Status Values 

Value	Meaning
Active	Device has current service plan coverage
Expired	Service plan has ended
Pending	Service plan renewal is in process
None	No service plan