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Import Configuration Files

The Import & Migrate feature allows you to migrate existing accounts, devices, device groups and sites into Poly Lens.

Migrate an Existing Account

  1. Export the configuration data from PDMS-E. See PDMS-E Export Procedure.
  2. When the zipped CSV files are complete, go to Admin menu icon Admin menu > Import & Migrate.
    Note: The Import is is only available in an Account that has no devices associated with it.
  3. There are two methods of attaching a file:
    • Click the dialog box and locate the file to import.
    • Drag-and-drop a file onto the blue square on the dialog box.
  4. Select Import to begin the process.
  5. Select Done.
    Note: If there is an error when importing the file, an error log will display, directing you to the fields that caused the errors.

Devices

You can import a .csv file to create or update devices and their policies on Poly Lens for supported models for provisioning.

  1. To create the .csv file there are 2 options:
    • There is a template provided to create the .csv file. Select the Download Template link. Enter the information into the template.
    • See Export Device Policies for information on exporting information into a .csv file.
  2. When the zipped CSV files are complete, go to Admin menu icon Admin menu > Import & Migrate.
  3. Navigate to the Devices section and select the expand button.
  4. There are two methods of attaching a file:
    • Click the dialog box and locate the file to import.
    • Drag-and-drop a file onto the blue square on the dialog box.
  5. After a file has been attached, additional options are displayed, review and select the following options:
    • Update existing devices: This option will enable the options below. If unchecked only new devices will be imported.
    • Existing Device Policy Behavior: Select an option from the dropdown list.
      • Replace all existing Device Policy
      • Merge Existing Device Policy
  6. Select Import to begin the import process.
  7. Select Done.
    Note: If there is an error when importing the file, an error log will display, directing you to the fields that caused the errors.