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
To access the Bulk Configuration tools, follow these steps:
Configuration Manager in the Administration
Data Server group or the Administration Client group.
In the Menu selection box, select
Tools > Bulk
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
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:
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.
The changes you make in the Insert or Edit window are not applied
to the database until you click
Close button closes the window and allows you to save or cancel database changes.
Initially, both windows open without data and wait for your
retrieval command (in the Edit window) or insert/import command (in the Insert
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
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
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
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
The following sections describe how to use the Bulk Configuration tool.
To retrieve and edit existing records, follow these steps:
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
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
You can sort records (rows) in two ways: by one column or by multiple
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
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.
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
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
The Import File Data area displays the first few lines of the
When importing data in the Edit mode, the following rules
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
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
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
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
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
To change the order of the columns, select a column and move it
within the list by clicking
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
Blank lines are also ignored.
The header content is indicated by a line beginning with two
underline characters and the word
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
All column names must be on a single line and are separated by Tab
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
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
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
To change the order of the columns to export, select one of them
and move it within the list by clicking
File and specify the file name and directory
to which to save the data.
Security button (in the Explorer and Bulk tools)
or tab (in the List tools) to be visible and enabled:
Unified ICM Partition installation
setup option must be installed on your
Unified ICME system.
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.
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
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
To add access to the selected records:
Add. The Add Users and Groups dialog
Select the user or group names for which you want access
Select the Access type from the selection list and click
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
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.