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.
Refer to the Bulk Configuration tool's online help for detailed information.
To access the Bulk Configuration tools, follow these steps:
Double-click Configuration Manager in the Administration Data Server group or the Administration Client group.
In the Menu selection box, select Tools > Bulk Configuration.
From the submenu selection list, select Insert if you need to insert data or Edit if you need to edit.
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.
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).
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.
The first data column contains a symbol indicating the condition of a row's record.
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.
To retrieve and edit existing records, follow these steps:
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.)
Do one of the following:
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.
To retrieve all records, leave the Customer and Routing Client fields set to All.
Click Retrieve. The appropriate rows are displayed in the Edit window as in the following example.
Figure 1. Example Bulk Configuration Edit window
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.
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.
Enter a prefix (optional), the start value for the range, and a suffix (optional). The generated values are listed in the dialog.
Click OK to close the Edit Range dialog and apply the values to the column you selected.
When you have finished setting fields in the new rows, press Enter to apply your changes to the Unified ICM database.
You can leave empty rows, the system ignores them. No changes are made to the database until you press Enter.
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.
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.
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.
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.
To change the order of the columns, select a column and move it within the list by clicking Up or Down.
Click OK. The data is imported into the data table.
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.
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).
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.
To export data, follow these steps:
Select the rows with fields you want to export.
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.
All rows selected (including records marked for deletion) are exported.
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.
In the Export dialog, select the columns you want to export and click Add or AddAll.
To change the order of the columns to export, select one of them and move it within the list by clicking Up or Down.
Click File and specify the file name and directory to which to save the data.
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.
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.
Follow the steps for viewing the item whose security setting you want to see or apply.
The selected item's configuration information displays.
See the online help if you have questions.
Select the items whose security settings you want to view or edit.
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.
Click Security. The Security dialog displays.
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.
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.
Record deletion and undeletion
You can delete one or more records at a time and you can undelete records marked for deletion.