Configuration Guide for Cisco Unified Intelligent Contact Management/Contact Center Enterprise & Hosted Release 9.0(1)
Multiple Record Configuration
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Multiple Record Configuration

Contents

Multiple Record Configuration

In some cases, you might need to work with multiple records of configuration data simultaneously.

For example, you might want to:

  • Import records from a text file
  • Modify a specific field in multiple records
  • Insert a set of records

This chapter shows you how to use the Configuration Manager Bulk Configuration tool to insert and update multiple configuration records in a single transaction from a single screen.

The Bulk Configuration tool lets you perform these operations on several Unified Intelligent Contact Management (Unified ICM) data tables simultaneously. This tool supplements the Configuration Manager Explorer and List tools, which allow you to insert and update single records.


Note


Refer to the Bulk Configuration tool's online help for detailed information.

Access the Bulk Configuration tools

To access the Bulk Configuration tools, follow these steps:

Procedure
    Step 1   Double-click Configuration Manager in the Administration Data Server group or the Administration Client group.
    Step 2   In the Menu selection box, select Tools > Bulk Configuration.
    Step 3   From the submenu selection list, select Insert if you need to insert data or Edit if you need to edit.
    Step 4   In the next menu selection list, select the type of table with which you need to work.

    Bulk configure data

    From the Bulk Configuration menu, you can choose to create or update records in the database tables.

    Start by selecting the Bulk Configuration Insert or Edit menu. Then select the database table you want to modify.


    Note


    If you have any questions, refer to the online help. The help contains table record and field definitions and procedures for all that you can do with the Bulk Configuration tool.

    The following sections briefly describe the tool and how to use it.


    Insert and Edit windows

    Depending on whether you select Bulk Configuration Insert or Edit, the Bulk Configuration Insert or Edit window for the selected database table opens.

    These two windows have the following features:

    • Same Options Both windows have the same options except for Insert (Insert window) and Retrieve (Edit window).

      Note


      The reason for having both an Insert and an Edit window is to prevent confusion when editing records since some configuration objects can only be edited when inserted into the database, the database being a relational one. For example, when you insert the record of a label, you can edit all its fields. However, once you define its routing client (and save it in the database), the only way you can redefine the routing client is by deleting the label and creating a new one.


    • Saving Changes The changes you make in the Insert or Edit window are not applied to the database until you click Save or Close. The Close button closes the window and allows you to save or cancel database changes.
    • Initial Display Initially, both windows open without data and wait for your retrieval command (in the Edit window) or insert/import command (in the Insert window).
    • Editable Data Table Fields Columns with an asterisk (*) next to the title indicate required fields. Fields shaded in blue cannot be modified directly. However, in some cases setting or changing one field will make another field updateable.
    • Record State

    The first data column contains a symbol indicating the condition of a row's record.

    Symbol

    Indicates the record is

    Not changed since you retrieved the record or saved it.

    Changed in the current editing session but not yet saved.

    To be inserted into the database when you save your edits.

    To be deleted from the database when you save your edits.

    Bulk Configuration features

    You can do the following with the Bulk Configuration tool:

    • Retrieve records from the database (Edit window only).
    • Sort records by a single column or by multiple columns.
    • Use the search tool to find data in a list of records.
    • Apply a single value to a range of fields or apply a range of values to a range of fields.
    • Insert additional new rows (records) into the database table (Insert Window only).
    • Import multiple record data (either whole records or record fields).
    • Export multiple record data (either whole records or record fields).
    • Set or change security settings to multiple records at a time.
    • Delete records. After deletions are saved to the database (or after you close your editing session), you can no longer undelete deleted records.
    • Undelete records that are marked for deletion in the current editing session.

    The following sections describe how to use the Bulk Configuration tool.

    Record retrieval from database

    Use the Select filter data box in the Edit window to retrieve records from the database.

    Edit existing records

    To retrieve and edit existing records, follow these steps:

    Procedure
      Step 1   Within the Bulk Configuration > Edit menu, select the name of the database table you want to modify. The appropriate Edit window appears. (Initially, no records are shown.)
      Step 2   Do one of the following:
      1. To retrieve a range of records, specify values in the Select filter data fields. For example, you could enter values that would retrieve only dialed numbers associated with a specific customer, with a specific routing client, or both.
      2. To retrieve all records, leave the Customer and Routing Client fields set to All.
      Step 3   Click Retrieve. The appropriate rows are displayed in the Edit window as in the following example.
      Figure 1. Example Bulk Configuration Edit window



      Step 4   Once you have retrieved the records you want to edit, you can edit individual records or a range of records. In a range of records, you can enter a range of values or the same value. You can also delete, import, export, and sort records.

      Sorting records

      You can sort records (rows) in two ways: by one column or by multiple columns.

      You might want to sort by multiple columns if the first column(s) to sort by has the same value in more than one field, for example, the same routing client, label, or customer name.

      • To sort records by one column: double-click that column's header. To reverse the sort, double-click a second time. When you double-click, an A (Ascending) or D (Descending) appears after the header to indicate the sort order.
      • To sort records by multiple columns, see the following procedure.

      Sort records by multiple columns

      Procedure
        Step 1   In the Insert or Edit window, click Sort. The Sort dialog displays.
        Step 2   In the Columns available for sort list, select each column by which you want to sort and click Add.

        The primary sorting column will be the first column listed in the Columns selected for sort list. To change the column sort order, select a column and click the up or down arrow.

        The data within each column is sorted in Ascending order unless you deselect the check box beside the column.

        Step 3   Click OK.

        Specific records within a set

        After you have retrieved a set of records, you can use the Find area of the Edit window (Column Name and Expression fields) to search for specific records within the set.

        Find data in a list of records

        To find data in a list of records, follow these steps:

        Procedure
          Step 1   In the Find box of the Edit or Insert window, select the database column in which you want to search for data.
          Note    You can also select a column by clicking in that column.
          Step 2   In the Find box Expression field, enter the value for which you want to search. You can enter a full value or a sub-string.
          Step 3   Click Find Next to locate the first record that matches the search criteria. The first row that contains the specified expression in the selected column is highlighted.

          Data selection

          You can select whole records for importing, exporting, setting security, deleting, or undeleting. Or, you can select the same field in multiple records for simultaneous editing.

          How to select records

          Clicking in the left-most numbered field in a row both selects that row and highlights it. Clicking in any other field in a row selects the row but does not highlight it.

          How to select one field in multiple records

          You can select one edit-control field (when there is no section box in the field) in multiple records in any of the following three ways:

          • Click the field where you want to start and, keeping the left mouse button held down, move the cursor to the last field.
          • Click the field where you want to start. While holding down the Shift key, click the last field.
          • Click the field where you want to start. While holding down the Shift key, make your selection by clicking the down arrow.
          • Press Ctrl, then click on each field you wish to select. This allows you to select a discontinuous group of fields.
          Related Tasks

          Edit range of data

          You can edit a range of data in a table column in three ways:
          • Apply a single value to a range of edit-control fields

          • Apply a single value to a range of selection-box fields

          • Apply a range of values to a range of fields

          Apply a single value to a range of edit-control fields

          An edit-control field is one you can edit that does not contain a selection box.

          To apply a single value to a range of edit-control fields:

          Procedure
            Step 1   Make your selection: click the field where you want the range to start and, keeping the left mouse button held down, move the cursor to the last field in the range.
            Step 2   Type the new entry that you want to appear in all the fields.
            Step 3   Click Enter or Tab. This applies the change to all the records in the range and moves the focus to the next data field.

            Apply a single value to a range of selection-box fields

            To apply a single value to a range of selection-box fields:

            Procedure
              Step 1   Select the first field where you want the range to start.
              Step 2   Press the Shift key and hold it down for steps 3, 4, and 5.
              Step 3   Click the selection-box down arrow but keep the left mouse button held down and select the fields you want in the range.
              Step 4   Click the last field in the selection to display the selection list. You can also open the selection box by pressing Alt + an arrow key.
              Step 5   Click your selection.
              Step 6   Click Enter or Tab (or any other field). This applies the change to all the records and moves the focus to the next data field.

              Apply a range of values to a range of fields in a column

              To apply a range of values to a range of fields in a column:

              Procedure
                Step 1   Select the range of fields in a database column. This enables the Edit Range button.
                Note    The Edit Range button does not work for selection-box fields.
                Step 2   Click Edit Range. The Edit Range dialog displays.
                Figure 2. Edit Range dialog box



                Step 3   In the Edit Range From field, enter the first number of the range.
                Step 4   In the Prefix and Suffix fields, you can optionally enter substrings to appear before or after each value. The Edit Range dialog lists the generated values.
                Note    When entering a numeric range, you may also enter leading zeros to ensure proper alignment (that is, 001 to 999).
                Step 5   Click OK. This applies the changes to the fields you selected in the Insert or Edit window.

                New records

                You can insert new records by inserting multiple blank rows (records) and filling in the data or by importing the data.

                You can also edit the data you insert when you insert it.

                Insert new records

                To insert a new record:

                Procedure
                  Step 1   In the Bulk Configuration > Insert menu, select the name of the data table to which you want to add records. The appropriate Insert window opens, automatically displaying one new row.
                  Step 2   To create additional rows, enter the number of additional rows in the Quantity field and click Insert. The additional rows are added in the Insert window.
                  Step 3   Enter the data in the rows:
                  1. If you want to edit individual fields in the new rows, type the information you want in each of the fields and skip to Step 8.
                  2. If you want to edit a column in multiple rows so that a range of values is entered, continue to Step 4.
                    Note   

                    For other ways of entering data into multiple rows, see Edit range of data

                  Step 4   Select the rows in the column you want to modify.
                  Step 5   Click Edit Range. The Edit Range dialog appears.
                  Step 6   Enter a prefix (optional), the start value for the range, and a suffix (optional). The generated values are listed in the dialog.
                  Step 7   Click OK to close the Edit Range dialog and apply the values to the column you selected.
                  Step 8   When you have finished setting fields in the new rows, press Enter to apply your changes to the Unified ICM database.
                  Note    You can leave empty rows, the system ignores them. No changes are made to the database until you press Enter.

                  Import process

                  You can import data from a specified text file into the opened database table. Whole records or only columns of data can be imported, if the data matches (see Step 3 of the following procedure). If any error occurs during the import process, the process is cancelled.

                  Import data

                  To import data:

                  Procedure
                    Step 1   In the Insert or Edit window, click Import.
                    Step 2   In the Import dialog, click File.
                    Step 3   In the File Open dialog, select the file containing the data you want to import and click Open.

                    The Import File Data area displays the first few lines of the opened file.

                    • When importing data in the Edit mode, the following rules apply:
                      • The Bulk Configuration tool reads only those records whose primary key values match those of records in the Edit window. If a record does not match the primary key value, the record is considered to be an error and a message box with the primary key value pops up to ask you to correct the problem.
                      • If any field in the import record is null, the corresponding field value in the grid window become blank for an edit cell or uses the default value for a drop-down list cell.
                      • If any field is missing in the import file, the corresponding field in the Edit window remains unchanged.
                      • If there is a larger number of records in the file to be imported than the number of rows in the grid, it is considered as an error and a message box pops up asking you to correct it.
                      • If there is a duplicated primary key in the file to be imported, it is considered as an error and a message box with the duplicated primary key value pops up asking you to correct it.
                      • After importing, all records imported (including records marked for deletion in the grid) are marked as "Changed" regardless of whether the value is changed or not.
                      • After importing, the records are displayed in index order (ordered by logical keys). If you did not sort before importing, the order appears the same after the import.
                    • When importing data in the Insert mode, the following rules apply:
                      • Only a single import is supported and any existing rows are removed from the grid. When you click Import, the following message box pops up if there is any record in the grid: All the existing data will be replaced by the data to be imported. If you want to retain the current data on the grid please click the Cancel button then save or export the existing data. Click the OK button to proceed with the importing.
                      • After importing, all rows are marked as "New" and the ordering is the same as that in the file imported from.
                      • In the Import Insert mode, the tool reads only those records whose primary key values are not presented. If the primary key field is selected for file to be imported, it is considered an error and a message box with the primary key field name pops up asking you to correct the problem.
                      • If any field in the import record is null, the corresponding field value in the grid window becomes blank for an edit cell or uses the default value for a drop-down list cell.
                        Note    If headers are included in the imported file, the Add and Remove buttons are not enabled and you can only import the record(s) as a whole. In that case, skip to Step 6.
                    Step 4   If the imported data does not contain headers, in the Available Fields list box, select the names of the fields to import that match the data and click Add.
                    Step 5   To change the order of the columns, select a column and move it within the list by clicking Up or Down.
                    Step 6   Click OK. The data is imported into the data table.

                    Import and export data file format

                    The import and export files used by the Bulk Configuration tool can optionally include a header that identifies the table and columns in the file. The header is followed by one line for each row of data.

                    The following rules apply to file headers:

                    • A line beginning with a number sign (#) is a comment and is ignored.
                    • Blank lines are also ignored.
                    • The header content is indicated by a line beginning with two underline characters and the word TABLE or COLUMNS. The following line contains the name of the table or the name of the columns. For example: __TABLE Call_Type __ COLUMNS CallTypeID EnterpriseName Description Deleted CustomerDefinitionID
                    • All column names must be on a single line and are separated by Tab characters. The following rules apply to the data in the files:
                      • One row of table data per line.
                      • Column values must be in the same order in all rows. If columns are specified in the header, the columns in the data rows must be in the same order.
                      • Column values are separated by a single Tab character.
                      • Fields intentionally left blank must be represented by two adjacent Tab characters or a Tab character at the end of a line. On import, the default value is used for such a value.
                      • String values may include spaces.
                      • An error occurs on import if a line contains too few or too many values.

                      Note


                      A simple way to create the import file with a valid format is to use Excel and save the file as Text (Tab delimited) (*.TXT).

                    Export function

                    The export function saves the selected records or fields to a tab-delimited text file that you can import into the Unified ICM database or into a database tool such as Microsoft Excel. If any error occurs during the export process, the process is cancelled.

                    Export data

                    To export data, follow these steps:

                    Procedure
                      Step 1   Select the rows with fields you want to export.
                      Note   

                      If you intend to import this data into the Edit window, you must export a primary key field along with any other fields. The primary key field has the same column name as the database table name.

                      Note   

                      All rows selected (including records marked for deletion) are exported.

                      Step 2   Click Export.
                      Step 3   Select the Header option if you want to include a header containing the table name and column names in the output file. Including the header clarifies the content of the file.
                      Step 4   In the Export dialog, select the columns you want to export and click Add or AddAll.
                      Step 5   To change the order of the columns to export, select one of them and move it within the list by clicking Up or Down.
                      Step 6   Click File and specify the file name and directory to which to save the data.
                      Step 7   Click OK.

                      Security button

                      For the Security button (in the Explorer and Bulk tools) or tab (in the List tools) to be visible and enabled:

                      • The Unified ICM Partition installation setup option must be installed on your Unified ICME system.

                        Note


                        As of Unified ICME Release 8.0(1), Partitioning is no longer supported except on systems that have Partitioning installed.
                      • You must have maintenance access to the selected database records and to the system class.

                      Apply security settings

                      To view or apply security settings:

                      Procedure
                        Step 1   Follow the steps for viewing the item whose security setting you want to see or apply.

                        The selected item's configuration information displays.

                        Note   

                        See the online help if you have questions.

                        Step 2   Select the items whose security settings you want to view or edit.
                        Note   

                        You can apply security setting to more than one record at a time only in the Bulk Configuration tool. In this tool's window, if there are security settings on the selected records and they are mixed (different records having different settings), no security data is displayed. If you want to apply one setting to records with mixed settings, select Override existing settings.

                        Step 3   Click Security. The Security dialog displays.
                        Step 4   View or make the security settings:
                        • To remove access to the records: In the User Access display area of the Security dialog, select the user or group to remove and click Remove.
                        • To edit access to the records: In the User Access display area, select the user or group to edit and click Edit or double-click on the item you want to edit. Then in the Edit Permissions dialog, select the access type and click OK.
                        • To add access to the selected records:
                          • Click Add. The Add Users and Groups dialog displays.
                          • Select User or Group .
                          • Select the user or group names for which you want access rights.
                          • Select the Access type from the selection list and click OK.
                        • Access Type
                          • Read access means a specific user or group can view or reference the object, but cannot modify it.
                          • Reference access means a specific user or group can reference the object in a script. This includes read access, but not write access.
                          • Maintenance access means a specific user or group can update or delete the object as well as view and use it.
                        Step 5   Click OK.

                        Record deletion and undeletion

                        You can delete one or more records at a time and you can undelete records marked for deletion.

                        Delete a record

                        To delete records, follow these steps:

                        Procedure
                          Step 1   Select the rows to be deleted.
                          Note    Selecting a range of fields in a column selects all the rows those fields belong to.
                          Step 2   Click Delete. The selected rows are marked for deletion.
                          Step 3   Click Save. The rows marked for deletion are deleted from the database.


                          Note


                          You can no longer undelete records marked for deletion once you have saved your changes to the database.

                          Undelete a record

                          To undelete a record:

                          Procedure
                            Step 1   Select the rows marked for deletion.
                            Step 2   Click Undelete. The deletion mark is removed from the records.
                            Step 3   Click Save. The change is saved to the database.