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22.3.0
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Bulk Registration

Use bulk registration to save time registering multiple hardware devices or contracts. Bulk registration can be performed by importing the serial numbers with an Excel template or entering them manually with the GUI. Both methods allow you to assign a serial number to a contract or asset folder.

Bulk registration is limited to orders linked to your FortiCare account. Assets not linked to your account cannot be added through bulk registration. See Pending registration for more information.

Note

Bulk registration does not support registering licenses at this time.

To perform a bulk registration:
  1. Go to Pending Registration > Scheduled Registration.
  2. Click Bulk Registration. The Basic Info page opens.

  3. Complete the Basic Info form and click Next. The Add Devices page opens.
  4. Select Upload a file or Input serial numbers. The Preview page opens.

    See, Upload a file and Input serial numbers.

  5. Accept the terms of the registration agreement, and click Register Now. A message is displayed if there are any errors.

  6. Click Complete.

Upload a file

Use Sheet 1 to enter registration information. The application will look for this sheet when the file is uploaded.

You can use the registration template to assign devices to an asset folder in the AM the portal. If you do not specify an ASSET FOLDER LEVEL, the device will be assigned to the My Assets folder.

SERIAL NUMBER* This column is mandatory. Each serial number must be unique.
DESCRIPTION This column is optional. The information you enter here will appear in the device Description field in the AM portal.
CONTRACT NUMBER This column is optional. Enter the contract number if you want to assign the serial number to a contract.
ASSET FOLDER LEVEL (1, 2 or 3)

These columns represent the sub-folder structure in the My Assets view of the AM Portal.

To add a device to a folder, enter the folder name in the corresponding Asset Folder Level.

To add the device to a level 2 or 3 folder, you must enter the names of the parent folders that precede it. See the example below.

Note

To add the serial number to an Asset Folder, the folder must already exist in the AM Portal. You cannot use the template to create a new folder in the portal.

Example

To assign devices to the following folders in the AM portal:

Enter the device information in the template as follows:

Input serial numbers

Separate the serial numbers with a comma or by pressing Enter on your keyboard.

You can register a serial number to a contract with the Contract# dropdown. To assign a serial number to an asset folder, select a folder from the My Assets dropdown. The toggle is enabled by default.

Bulk Registration

Use bulk registration to save time registering multiple hardware devices or contracts. Bulk registration can be performed by importing the serial numbers with an Excel template or entering them manually with the GUI. Both methods allow you to assign a serial number to a contract or asset folder.

Bulk registration is limited to orders linked to your FortiCare account. Assets not linked to your account cannot be added through bulk registration. See Pending registration for more information.

Note

Bulk registration does not support registering licenses at this time.

To perform a bulk registration:
  1. Go to Pending Registration > Scheduled Registration.
  2. Click Bulk Registration. The Basic Info page opens.

  3. Complete the Basic Info form and click Next. The Add Devices page opens.
  4. Select Upload a file or Input serial numbers. The Preview page opens.

    See, Upload a file and Input serial numbers.

  5. Accept the terms of the registration agreement, and click Register Now. A message is displayed if there are any errors.

  6. Click Complete.

Upload a file

Use Sheet 1 to enter registration information. The application will look for this sheet when the file is uploaded.

You can use the registration template to assign devices to an asset folder in the AM the portal. If you do not specify an ASSET FOLDER LEVEL, the device will be assigned to the My Assets folder.

SERIAL NUMBER* This column is mandatory. Each serial number must be unique.
DESCRIPTION This column is optional. The information you enter here will appear in the device Description field in the AM portal.
CONTRACT NUMBER This column is optional. Enter the contract number if you want to assign the serial number to a contract.
ASSET FOLDER LEVEL (1, 2 or 3)

These columns represent the sub-folder structure in the My Assets view of the AM Portal.

To add a device to a folder, enter the folder name in the corresponding Asset Folder Level.

To add the device to a level 2 or 3 folder, you must enter the names of the parent folders that precede it. See the example below.

Note

To add the serial number to an Asset Folder, the folder must already exist in the AM Portal. You cannot use the template to create a new folder in the portal.

Example

To assign devices to the following folders in the AM portal:

Enter the device information in the template as follows:

Input serial numbers

Separate the serial numbers with a comma or by pressing Enter on your keyboard.

You can register a serial number to a contract with the Contract# dropdown. To assign a serial number to an asset folder, select a folder from the My Assets dropdown. The toggle is enabled by default.