This document describes how to import devices in bulk into a segregated parameter using a spreadsheet on the Segura® Platform.
Info
Bulk import is recommended when associating more than 100 devices to a segregated parameter. For smaller volumes, use the + Add button to select devices manually.
Requirements
- Access to edit segregated parameters on the Segura® Platform.
- An existing segregated parameter of the Device type. More information in How to create a new segregation for device.
Step 1: Access the segregated parameter
- On the Segura® Platform, in the navigation bar, hover over the Products menu and select PAM Core.
- In the side menu, select Access control > Segregated parameters.
- In the report, locate the desired parameter and click Edit in the Actions column.
Step 2: Download the import template
- On the parameter editing screen, open the Devices tab.
- Click Batch import.
- In the upload modal, click Template file.
- Save the
.xlsxfile to your machine.
Step 3: Fill in the spreadsheet
Open the downloaded template and complete the columns according to the table below.
| Column | Required | Description |
|---|---|---|
| Action for record | No | Action to apply to the row: I for insertion and D for deletion. If left blank, the default action is insertion. |
| Hostname * | Yes | Device hostname, URL, website name, or application name. Used as the primary identifier for matching. For example: srv-prod-db-01. |
| IP management * | Yes | Device IP address or management URL. For example: 10.0.1.101. |
Matching rules
The system associates devices using the following priority order:
- Hostname match: if the hostname is unique in the database, the device is associated.
- IP tiebreaker: if multiple devices share the same hostname, the IP is used to identify the correct one.
- ID tiebreaker: if hostname and IP match multiple devices, the one with the highest ID is selected.
Info
- Devices not found in the database are recorded as Not found in the import report.
- Devices already associated with the parameter are recorded as Duplicate and ignored.
Example
| Action for record | Hostname | IP |
|---|---|---|
I |
srv-prod-db-01 |
10.0.1.101 |
D |
srv-prod-db-02 |
10.0.1.102 |
fw-edge-rj-01 |
10.0.2.1 |
Step 4: Upload the spreadsheet
- On the Devices tab, click Import spreadsheet.
- In the upload modal, select the completed
.xlsxfile. - Click Import.
- Wait for the confirmation message: "Import processing. Track in Reports > Events > Bulk operations."
Attention
The import runs in the background. You can continue navigating normally while it is being processed. There is no preview before the import is executed.
Step 5: Monitor the import
- On the Segura® Platform, in the navigation bar, hover over the Products menu and select Reports.
- In the side menu, select Events > Bulk operations.
- Locate the operation with the type Device import - Segregated parameter.
- Check the Status column to track the progress.
| Status | Description |
|---|---|
| Processing | Import is in progress. |
| Completed | All records were processed. May include duplicates and records not found, which are not considered errors. |
| Completed with errors | Processing finished with failures in some records. |
| Failed | Import was not processed due to an invalid file or system error. |
Step 6: Review the detailed results
- In the Bulk operations report, locate the import and click View details.
- Review the result for each row in the spreadsheet.
| Status | Description |
|---|---|
| Associated | Device successfully associated with the parameter. |
| Duplicate | Device was already associated and was ignored. |
| Not found | No device matched the provided hostname and IP. |
| Error | Processing failure for the row. Check the Reason column for details. |
- Use the Filter by status option to view only the rows that require attention.
- If needed, click Export to download a CSV or XLSX file with the detailed results, correct the records with Not found status, and reimport.
Info
When processing is complete, a notification will be sent to the user who triggered the import.
Verify your results
After completing the steps above:
- The devices listed as Associated in the report will be linked to the segregated parameter.
- Devices listed as Not found or Error were not associated and require review.
- The parameter remains fully operational during and after the import process.