Data wizard

The Data Wizard loads an Excel workbook into CyberGuard in one pass. It is the fastest way to stand up an instance from data you already have — an asset inventory in a spreadsheet, a control list exported from another tool, a user roster from HR — instead of typing hundreds of records into forms.

Where to find it

Extra → Data Wizard in the sidebar. It requires the permission to change global settings.

What it can import

Pick exactly one model per upload:

• Assets
• Users
• Applied controls
• Perimeters
• Audits
• Findings binders

Each model has its own template with its own columns. The exact field list, the accepted enumeration values and the defaults applied to blank cells are documented in the data import wizard reference — read it before building a file, because a column name the parser does not recognise is silently ignored rather than flagged.

Running an import

1. Start from the template. Follow the Templates and guidelines link on the page and download the workbook for the model you are importing. Keep the header row exactly as shipped.
2. Choose your file. Only .xls and .xlsx are accepted.
3. Pick the model that matches the file’s content.
4. Set the scope. Choose a fallback Domain, and where relevant a Perimeter and a Framework. These apply to rows that do not specify their own.
5. Click Upload and read the parsing result before assuming the import worked.

How scope is resolved

If a row carries a domain column, the wizard puts the object there — provided you have permission to write to that domain. If the row leaves it blank, the object lands in the fallback domain you selected on the form. The perimeter and framework fields work the same way, which matters when importing audits: an audit needs both a perimeter and a framework, so either every row supplies them or the form does.

Caution

The wizard creates records, it does not reconcile them. Uploading the same file twice generally produces a second set of objects rather than updating the first. Import into an empty domain first, check the result, and only then load into a domain that already holds real data.

Tip

Start small. Push five rows through, look at what was created, fix the template, then run the full file. A short round trip is much cheaper than deleting four hundred wrongly-scoped objects.

Exporting

The wizard is import-only. Exports live on the objects themselves: audits, action plans and assessments each offer their own export from their detail page, a processing exports to a multi-sheet workbook, and the full-database serialisation used for migration is on the Backup and restore page.

Related

• Data import wizard reference — templates, supported fields and defaults.
• Assets and Applied controls — the two most-imported models.
• Backup and restore — for moving a whole instance rather than a dataset.