Adding a New Step to an Inventory Adapter

IT Asset Management (Cloud)

You may add customized steps to your inventory adapter, choosing its position in the appropriate folder. (Remember that you cannot edit a factory-supplied inventory adapter.)

To add a new step to an inventory adapter:

1. In the Step Explorer, select one of the following:
   • An empty folder (this has no expander icon to the left of the folder name)
   • In an expanded folder of steps, the current step after which you want to insert a new step.
   Tip: To insert a new step as the first in a folder containing existing steps, insert it as the second step and then move it up the list with the up-arrow icon above the list of steps.
2. Use the down arrow next to the add icon to expand the choices, and click either:
   • Custom SQL to write any SQL scripting that runs on the source database. Use these steps to massage data within the database, such as scrubbing data into a temporary table within the same database.
   • Data Transfer to move data from one database to another. These steps can include custom SQL statements to select the data for transfer.
   

   The new step appears in the Step Explorer, and its details appear in the editing pane on the right, potentially in a new tab (if you are already editing other steps).

3. In the editing pane, change the default value in the Step name field to something meaningful that will assist with future maintenance of this adapter.
4. Complete the details of your new step in the editing pane. For more about the fields in the editing pane and the permitted values, see Edit panel.