Cisco Unified Communications Manager Bulk Administration Guide, Release 9.0(1)
User updates
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User updates

This chapter provides information about updating existing user records in the Cisco Unified Communications Manager database.

Update user information using CSV data file

You can update existing user information that is in the Cisco Unified Communications Manager (Unified CM) database using a comma-separated value (CSV) data file you create using the Bulk Administration (BAT) spreadsheet, or you can update a user file format using a custom text-based CSV file.


Note

You can retain existing user information and settings that were previously stored in the Unified CM directory.


Note

You do not require a user template for the update users transaction using a custom text-based CSV file. If you choose a user template, the system takes the fields that are not provided in the CSV from the template for the update or else these fields are ignored. Also, if you specify another value for fields to be ignored (for example, #), then the fields with the value # are ignored, because blank is not a value to be ignored for such fields.

Procedure
    Step 1   Create a CSV data file to define individual values for each user that you want to update.
    Step 2   Use Unified CM BAT to insert the updated user records that are in the Unified CM database.
    Related Tasks
    Related References
    Related Information

    Retain existing user information during update

    When you update user records, you can keep values or settings for a user that were previously stored in the Unified CM directory. You can use a symbol such as"#" for fields where the value must be retained. In the following example CSV data file, the # tells BAT to keep the Manager field the same as the one that was previously entered in the DC directory. 
    userid,#,department,,,123456789012,

    To identify the value to use to retain a stored value, use the following procedure.

    Procedure
      Step 1   Choose Bulk Administrator > Users > Update Users.

      The User Update Configuration window appears.

      Step 2   Notice the Value for fields to be ignored field. When you insert the CSV data file with the updated user values, you must enter the symbol that you used to retain values in this box.
      Step 3   Decide the symbol that you want to use for retaining values.
      Step 4   Enter this value that is in the Value for fields to be ignored field into the BAT spreadsheet box.
      Step 5   Use this symbol in BAT spreadsheet fields for any values that you want to retain.
      Related Information

      Create user update CSV data file using BAT spreadsheet

      You can create a CSV data file using the BAT spreadsheet to update a group of existing users.

      After you add lines in the BAT spreadsheet, you can export the content to a CSV formatted data file. A default filename is assigned to the exported CSV formatted update users data file:

      Update_Users-timestamp.txt

      where <timestamp> represents the precise date and time that the file was created.

      The system saves the file with a default filename to C:\XlsDataFiles\, or you can save the file to another existing folder on your local workstation. You can rename the CSV formatted data file after you save the exported file to your local workstation. If you enter a comma in one of the fields, BAT.xlt encloses that field entry in double quotes when you export to BAT format.


      Note

      You cannot upload a CSV filename that contains a comma (for example, abcd,e.txt) to the Unified CM server.

      If you enter a blank row in the spreadsheet, the system treats the empty row as the end of the file. Data that you enter after a blank line is not converted to the BAT format.

      Procedure
        Step 1   Download and open the BAT.xlt file.
        Step 2   When prompted, click Enable Macros to use the spreadsheet capabilities.
        Step 3   To add user information, click the Update Users tab at the bottom of the spreadsheet.
        Step 4   Complete all mandatory fields and any relevant, optional fields. Each column heading specifies the length of the field and whether it is required or optional. For field descriptions, see Table 1.
        Step 5   In the Value for fields to be ignored field, enter the symbol that you will use to tell BAT that you want to keep the value that was previously stored in the DC directory. Enter the same value in the value of the field you want to retain.
        Step 6   To transfer the data from the BAT Excel spreadsheet into a CSV file, click Export to BAT.

        The system saves the file to C:\XlsDataFiles\ with the default filename Update_Users-timestamp.txt or you can use Browse to save the file to another existing folder on your local workstation.

        For information about how to read the CSV data file, click the View Sample File link in the Update Users window in BAT.

        What to Do Next

        You must upload the CSV data file to the first node of the Unified CM server, so BAT can access the CSV data file.

        Related Tasks
        Related Information

        BAT spreadsheet update user data field descriptions

        The following table provides the field descriptions for updating user details in the BAT spreadsheet.

        Table 1 Field description in BAT spreadsheet for updating users

        Field

        Description

        User ID

        Enter the last name, from 1 to 128 characters, of the phone user.

        Manager User ID

        Enter manager user ID, up to 128 characters, for the user of this phone.

        Password

        Enter the password, up to 128 characters, that the user needs to access the Cisco IP Phone Configuration window.

        You must specify the Password either in the CSV data file or by using the BAT user interface when you add the user template. If you want to apply individual passwords for each user or groups of users, specify the password information in the CSV data file. If you want to use a default password for all users, provide the default password when you insert the users in BAT.

        Department

        Enter the department number, up to 64 characters, for the user of this phone.

        User Device Profile

        Enter the user device profile for this user and device, up to 50 characters. You can choose the user device profile from the list of existing UDPs in Unified CM Administration that appears in BAT.

        User Locale

        Enter the language and country set, up to 50 characters, that you want to associate with this user. Your choice determines which cultural-dependent attributes exist for this user and which language displays in the Unified CM user windows and phones.

        Password

        Enter the password, up to 128 characters, that the user needs to access the Cisco IP Phone Configuration window.

        You must specify the password either in the CSV data file or by using the BAT user interface during user template addition. If you want to apply individual passwords for each user or groups of users, specify the password information in the CSV data file. If you want to use a default password for all users, provide the default password when you insert the users in BAT.

        PIN

        Enter the personal identification number (PIN), up to 128 numerals, to be used for extension mobility.

        You must enter a PIN either in the CSV data file or by using the BAT user interface during user template addition. If you want to apply individual PINs for each user or groups of users, specify the PIN in the CSV data file. To use a default PIN that all users can use, provide a default PIN when you insert the users in BAT.

        Telephone Number

        Enter the telephone number, up to 64 numerals, for the primary extension (usually Line 1) for the phone.

        Primary Extension

        This field appears after you add the user and represents the primary directory number for the user. You choose no primary line when you associate devices to the user. Users can have multiple lines on their phones.

        If you configure the system for Unity Integration, the Create Voice Mailbox link appears.

        Associated PC

        This field, which is required for Cisco SoftPhone and Unified CM Attendant Console users, displays after the user is added.

        ICD Extension

        Enter an ICD extension, up to 50 characters, for this end user.

        Mail ID

        Enter the end user e-mail address up to 255 characters.

        BLF Presence Group

        Enter the BLF presence group that watches the status of the database number, the presence entity.

        For information about the BLF Presence feature, see the Cisco Unified Communications Manager Features and Services Guide.

        SUBSCRIBE Calling Search Space

        All calling search spaces that you configure in Unified CM Administration appear in the SUBSCRIBE Calling Search Space drop-down list box.

        The SUBSCRIBE Calling Search Space determines how Unified CM routes the Presence subscription requests that come from the end user. To configure a calling search space specifically for this purpose, you configure a calling search space as you do all calling search spaces (Call Routing > Class Control > Calling Search Space).

        To set up a calling search space, see the Cisco Unified Communications Manager Administration Guide.

        Digest Credentials

        When you configure digest authentication for phones that are running, Unified CM challenges the identity of the phone every time the phone sends a SIP request to Unified CM. The digest credentials that you enter in this field is associated with the phone when you choose a digest user in the Phone Configuration window.

        Enter a string of up to 128 alphanumeric characters.

        For more information about digest authentication, see the Cisco Unified Communications Manager Security Guide.

        User Group

        Enter the user group to which the user belongs.

        Note   

        The User Group fields appear when you set the Number of User Groups field to greater than zero.

        Directory URI

        Enter the primary directory URI that you want to associate to this user's primary extension. Follow the username@host format. Enter a username of up to 47 alphanumeric characters. For the host address, enter an IPv4 address or fully qualified domain name.

        Note   

        Within Unified CM Administration, you can enter directory URIs with embedded double quotes or commas. However, when you use Bulk Administration to import a CSV file that contains directory URIs with embedded double quotes and commas, you must use enclose the entire directory URI in double quotes and escape the embedded double quotes with a double quote. For example, the Jared, "Jerry",Smith@test.com directory URI must be input as "Jared,""Jerry"",Smith@test.com" in the CSV file.

        Update user information in Cisco Unified Communications Manager directory

        You can update a group of user records in the Cisco Unified Communications Manager directory.

        Before You Begin

        You must have a CSV data file with updated user information.

        Procedure
          Step 1   Choose Bulk Administrator > Users > Update Users.

          The User Update Configuration window appears.

          Step 2   From the File Name drop-down list box, choose the CSV data file that you created for this bulk transaction.
          Step 3   From the User Template Name drop-down list box, choose the user template that you created for this bulk transaction.
          Step 4   In the Value for fields to be ignored field, enter the symbol that you used to tell BAT that you want to keep the value that was previously stored in the DC directory.
          Note   

          The value that you enter in the CSV file for updating users overrides the values that are provided in the user template.

          Step 5   In the Job Information area, enter the Job description.
          Step 6   Choose a method to update user records. Do one of the following:
          1. Click Run Immediately to immediately update user records.
          2. Click Run Later to insert the user records at a later time.
          Step 7   To create a job for updating the user records, click Submit. To schedule or activate this job, use the Job Scheduler option in the Bulk Administration main menu.
          Related Tasks
          Related References
          Related Information

          User update settings

          Values that appear in some fields display from Unified CM. You must configure these values by using Unified CM Administration.

          Note

          Be aware that some fields have two check boxes. The first check box determines if the field has to be updated; the second check box determines the value (checked or unchecked) to use for the field.


          Tip

          Select the first checkbox if the field has to be updated and the second check box to apply a checked value to the users you select. For example, if you check the first box for Home Cluster and leave the second one unchecked, you update users with an unchecked value for Home Cluster.

          The following table provides descriptions for all possible fields when you update users.



          Table 2 Field descriptions for update users
          Field Description

          User Information

          Home Cluster

          Check the check box if the end user is homed to this cluster. The end user should only be homed to one cluster within the enterprise.

          Note   

          IM and Presence does not function properly if an end user is assigned to more than one home cluster.

          Enable End User for IM and Presence

          Check the check box to enable the end user (on the home cluster) for IM and Presence. Configure IM and Presence in the associated service profile.

          Note   

          You must install a Unified CM IM and Presence node along with this Unified CM cluster.

          Note   

          You can only enable IM and Presence for users that have this cluster marked as their home cluster.

          Tip   

          Use the User Management > User Settings > UC Service menu to configure the IM and Presence service.

          UC Service Profile

          Select a UC service profile from the drop-down list box to associate to end users.

          Job Information

          Job Description

          Enter an appropriate job description.

          Run Immediately

          Click this radio button to schedule and immediately activate the update users job.

          Run Later (To schedule and activate this job, use Job Scheduler page.)

          Click this radio button to schedule and activate the update users job at a later time.
          Related Tasks

          Update users using query

          Use this procedure to create a query to locate users to update. After locating users, you must select the update parameters.

          Before You Begin

          To update all users, select Find and do not specify a query.

          Procedure
            Step 1   Select Bulk Administration > Users > Update Users > Query

            The Update Users Query window appears.

            Step 2   From the first Find Phone where drop-down list, select one of the following criteria:
            • Last Name
            • First Name
            • User ID
            • Manager
            • Department
            • Has Home Cluster Enabled
            • Does not have Home Cluster Enabled
            • Has IM and Presence Enabled
            • Does not have IM and Presence Enabled
            Step 3   From the second Find Users where drop-down list, select one of the following criteria:
            • begins with
            • contains
            • is exactly
            • ends with
            • is empty
            • is not empty
            Step 4   Specify the appropriate search text, if applicable.
            Tip   

            To find all users that are registered in the database, select Find without entering any search text.

            Tip   

            To further define your query and to add multiple filters, click the plus (+) button and repeat step 2 and step 3.

            Step 5   Select Find.

            A list of discovered users appears. The Update Users window displays the details of the users that you select.

            What to Do Next

            Select update parameters for the user.

            Related Tasks

            Select update parameters for user query

            After you locate the users to update, use this procedure to select the parameters and define values for updating those users.

            Procedure
              Step 1   In the Update Users Query window, select Next.

              If you want to change the type of query, select Back.

              The Update Users shows the type of query that you select.

              Step 2   Check the check box to the left of the field that you want to update.

              This selection tells BAT to overwrite the existing value for the field.

              Note   

              BAT updates only those fields for which you check the update check box.

              Step 3   Update the required user parameters. See User update settings.
              Step 4   In the Job Information area, enter the job description.
              Step 5   Select one of the following methods to update user records:
              1. Select Run Immediately to update users immediately.
              2. Select Run Later to update users at a later time.
              Step 6   Select Submit.

              This action creates a job for updating the records.

              Note   

              Use the Job Scheduler option in the Bulk Administration main menu to schedule and activate this job.

              Related Tasks

              Topics related to user updates