Cisco Unity System Administration Guide (With Lotus Domino), Release 4.0(1) - Creating Subscriber Accounts [Cisco Unity]

Table Of Contents

Creating Subscriber Accounts

Overview: Creating Subscriber Accounts

Before Creating Regular Subscriber Accounts

About Regular Subscriber Accounts and Data Storage

About Subscriber Accounts

About Data Storage

Using the Cisco Unity Bulk Import Wizard To Create Multiple Subscriber Accounts

Importing User Data From a CSV File

Running the Cisco Unity Bulk Import Wizard

Correcting Import Errors

Using the Cisco Unity Administrator To Create Individual Subscriber Accounts

Importing Existing User Data From the Message Store

After Creating Subscriber Accounts

Creating Subscriber Accounts

Overview: Creating Subscriber Accounts

Anyone who has an account on Cisco Unity is a subscriber. You create regular and Internet subscriber accounts by using either the Cisco Unity Bulk Import wizard or the Cisco Unity Administrator.

Creating regular subscriber accounts

To learn more about creating regular subscriber accounts, see the following sections in this chapter:

•Before Creating Regular Subscriber Accounts—This section describes the issues that you must consider before creating subscriber accounts.

•About Regular Subscriber Accounts and Data Storage—This section describes how creating subscriber accounts works, and where Cisco Unity stores subscriber account information.

•Using the Cisco Unity Bulk Import Wizard To Create Multiple Subscriber Accounts—This section provides information about using the Cisco Unity Bulk Import wizard to create regular subscriber accounts by importing user data from a CSV file.

•Using the Cisco Unity Administrator To Create Individual Subscriber Accounts—This section provides information about using the Cisco Unity Administrator to create a regular subscriber account by importing existing user data from Domino.

•After Creating Subscriber Accounts—This section lists the tasks to consider once you have created Cisco Unity subscriber accounts.

Creating external subscriber accounts

To create Internet Subscribers, refer to the "Task List: Setting Up Cisco Unity To Use SMTP Networking" in the "SMTP Networking" chapter in the Networking in Cisco Unity Guide, available on Cisco.com at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_guide_books_list.html).

Before Creating Regular Subscriber Accounts

This section lists—in order—the issues that you must consider before creating subscriber accounts. If you are creating subscriber accounts that you want to use to administer Cisco Unity, you should review the "About the Accounts that Can Be Used To Administer Cisco Unity" section on page 2-11 in addition to the sections listed here.

1. Cisco Unity Configuration and Permissions

If you are unsure whether the account that you are using has sufficient rights and permissions to create subscribers, or whether Cisco Unity is properly configured to work with your message store, use the following procedure to run the SysCheck diagnostic tool.

To check Cisco Unity setup and permissions by using the Cisco Unity SysCheck tool

Step 1 On the Cisco Unity server desktop, double-click the Cisco Unity Tools Depot icon.

Step 2 In the left pane of the Tools Depot window, in the Diagnostic Tools directory, double-click SysCheck.

Step 3 On the Welcome to the Cisco Unity Configuration Wizard page, click Select Configuration Tests, and click Next.

Step 4 Uncheck the boxes for the message stores that are not connected to Cisco Unity.

Step 5 Click Test.

Step 6 In the Test Results box, click the link provided to view the test results.

Step 7 If no errors are reported, proceed to Step 8. Otherwise, do the following sub-steps:

a. Follow the advice offered in the Resolution column to correct each configuration or permissions error.

b. Return to the Completing the Check Unity Configuration Wizard page, and click Finish.

c. Repeat Step 2 through Step 7 until no errors are reported.

Step 8 Click Finish.

2. Licenses

Confirm that you have the system licenses that are required for the type of subscriber accounts that you plan to create. You can view the number of licenses purchased, and the number that are used and unused on your system, from the System > Licensing page in the Cisco Unity Administrator. If you need additional licenses, contact your reseller. If you need to upgrade your license file, refer to the "Adding or Changing Cisco Unity Licensed Features" section in the "Upgrading or Modifying a Cisco Unity 4.0 System" chapter of the Cisco Unity Installation Guide, available on Cisco.com at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_guides_books_list.html.

3. Account policies

Account policies govern subscriber passwords and account lockouts for all Cisco Unity subscriber accounts. There are two account policies that you can set up to secure how subscribers access Cisco Unity:

•See the "Account Policy Settings" chapter to set up phone password and the lockout policies that apply when subscribers access Cisco Unity by phone.

•See the "About Cisco Unity Administrator Authentication" section on page 2-5 to set up logon, password, and lockout policies that apply when subscribers use Cisco Unity web applications such as the Cisco Personal Communications Assistant (PCA) to access Cisco Unity.

Each account policy has default settings, which you can modify in the Cisco Unity Administrator.

(Subscribers use the Cisco PCA to access the Cisco Unity Assistant. Note that in version 3.1 and earlier, the Cisco Unity Assistant was known as the ActiveAssistant, or AA.)

4. Classes of service

A class of service (COS) defines limits and permissions for subscribers using Cisco Unity. For example, a COS:

•Controls access to the Cisco Unity Administrator and to features, such as text-to-speech e-mail.

•Controls how subscribers interact with Cisco Unity. For example, a COS dictates the maximum length of subscriber messages and greetings, whether subscribers can choose to be listed in directory assistance, and whether subscribers can send messages to a public distribution list.

•Specifies the restriction table used to control the phone numbers subscribers can use for fax delivery, message notification, call transfer, and other tasks.

In the Cisco Unity Administrator, a COS is specified in each subscriber template; thus, a subscriber is assigned to the COS which is specified in the template upon which the subscriber account is based. Cisco Unity includes predefined classes of service, which you can modify. You can also create new classes of service. For details, see the "Class of Service Settings" chapter.

5. Enhanced phone security

You can set up Cisco Unity subscriber accounts to use a secure logon method when subscribers access Cisco Unity by phone. See the "Enhanced Phone Security" chapter for information on setting up enhanced phone security, if desired. If you choose to set up enhanced phone security, then you must also create a new class of service or modify an existing one for the subscribers who will be using enhanced phone security.

6. Restriction tables

Restriction tables in the Cisco Unity Administrator allow you to control which phone numbers subscribers and administrators can use for:

•Transferring calls

•Recording and playback by phone from Cisco Unity applications when the phone is the designated recording and playback device in the Media Master or in the VCR-style player/recorder available in Lotus Notes with IBM Lotus Domino Unified Communications Services (DUCS) for Cisco Unity (the Media Master is available in the Cisco Unity Administrator and the Cisco Unity Assistant)

•Delivering faxes to a fax machine

•Sending message notifications

Each class of service specifies a restriction table for call transfers, one for message notification, and one for fax deliveries.Cisco Unity applies the restriction table associated with the class of service of a subscriber, and displays an error message if the phone number is not allowed. Cisco Unity comes with predefined restriction tables, which you can modify. See the "Restriction Tables" chapter for details.

7. Public distribution lists

Public distribution lists are used to send voice messages to multiple subscribers at the same time. Cisco Unity assigns new subscribers to the public distribution lists that are specified in the template on which the subscriber account is based. The class of service associated with a subscriber account dictates whether that subscriber can use Cisco Unity to send messages to public distribution lists. See the "Public Distribution List Settings" chapter for details.

8. Subscriber templates

In the Cisco Unity Administrator, you can specify settings for a group of subscribers by using a subscriber template. Subscriber templates contain settings that are appropriate for subscribers of a particular type, such as a department. Subscriber template settings also include initial phone passwords for subscribers.

The settings from the template you choose are applied to subscriber accounts as the accounts are created. Cisco Unity comes with a default subscriber template, which you can modify, and you can create an unlimited number of additional templates. See the "Subscriber Template Settings" chapter for details.

9. Domino Address Books

If you use the Cisco Unity Administrator to create a subscriber account, confirm that the address book(s) listed on the System > Configuration > Subscriber Address Books page in the Cisco Unity Administrator contains the user data that you want to import when you create the subscriber account. If necessary, you can add another address book to System > Configuration > Subscriber Address Books page. See the "Subscriber Address Book Settings" section on page 24-7 for details.

10. Administration Accounts

If you are planning to create subscriber accounts for the purpose of accessing the Cisco Unity Administrator, review the "About the Accounts that Can Be Used To Administer Cisco Unity" section on page 2-11.

About Regular Subscriber Accounts and Data Storage

This section describes how Cisco Unity subscriber accounts work, and where Cisco Unity stores subscriber account information.

For details, see the following sections:

•About Subscriber Accounts

•About Data Storage

About Subscriber Accounts

Each regular Cisco Unity subscriber account is associated with a Domino Person document. Note that when the Cisco Unity Administrator and the Status Monitor use Integrated Windows authentication, a subscriber who has a disabled Active Directory account or who does not have a Windows domain account cannot access either application—even if the subscriber has the proper class of service privileges needed to access them. The same is true when the Cisco Unity Administrator and the Status Monitor use the Anonymous authentication method and administrators will use their Windows domain account credentials to access them.

When you use either the Cisco Unity Bulk Import wizard or the Cisco Unity Administrator to create a subscriber account, it is important to note that Cisco Unity does not:

•Import Windows domain account information.

•Enable an Active Directory account if it is disabled.

•Create a Windows domain account for a person if one does not already exist.

Therefore, after you create a subscriber account, you must use GrantUnityAccess to associate a subscriber account with a Windows domain account, which will allow the subscriber to access the Cisco Unity Administrator. For details, see the "About the Accounts that Can Be Used To Administer Cisco Unity" section on page 2-11.

When the Cisco Unity Administrator and the Status Monitor use Anonymous authentication and administrators will use their Domino credentials to access them, you do not need to create Windows domain accounts for each subscriber account that you create or use GrantUnityAccess.

About Data Storage

Subscribers have a Domino mail file in which Cisco Unity stores voice messages. Cisco Unity stores information about subscriber accounts in a SQL database on the Cisco Unity server. In addition, a small subset of the subscriber account information is also stored in the Domino address book.

Using the Cisco Unity Bulk Import Wizard To Create Multiple Subscriber Accounts

The Cisco Unity Bulk Import wizard allows you to create multiple subscriber accounts at once by importing user data contained in a comma-separated value (CSV) file. To learn more about using the Cisco Unity Bulk Import wizard to create subscriber accounts, see the "Importing User Data From a CSV File" section.

Importing User Data From a CSV File

CSV is a common text file format for moving data from one data store to another. In particular, importing from a CSV file is helpful when you want to create subscriber accounts based on user data from voice messaging systems that run on different operating systems, or that have different database structures than Cisco Unity. As long as the user data presented in a CSV file is formatted as indicated in this section, you can use it to create subscribers with existing Domino Person documents.

Note that when the Cisco Unity Bulk Import wizard creates a subscriber account, it does not:

•Import Windows domain account information for a person.

•Enable an Active Directory account if it is disabled.

•Create a Windows domain account for a person if one does not already exist.

When IIS is configured so that the Cisco Unity Administrator and the Status Monitor use the Integrated Windows authentication method, this is important because subscribers who have disabled Active Directory accounts or do not have a Windows domain accounts cannot access either application—even if the subscriber account has the class of service privileges to access them. The same is true when the Cisco Unity Administrator and the Status Monitor use the Anonymous authentication method and administrators will use their Windows domain account credentials to access them. To avoid this problem, use GrantUnityAccess to associate a subscriber account with a Windows domain account. For details, see the "About the Accounts that Can Be Used To Administer Cisco Unity" section on page 2-11.

The first row in your CSV file must contain column headers that identify the type of data in each column; information in the subsequent rows must contain the data that you want to import. Column headers must be in uppercase, separated by commas, and spelled as shown in the tables in the following sections:

•Required Column Headers

•Optional Column Headers

Note In addition, make sure that commas separate the data in each row in your CSV file, including the column headers in the first row. Do not use a tab, spaces, or a semicolon to separate values in the file. Finally, if any data includes a space, quotes, or commas, contain it within quotes.

Required Column Headers

The required column headers for regular subscribers are shown in Table 12-1. Note that the column headers are shown in the order in which they should appear in your CSV file.

Table 12-1 Required CSV Headers for Regular Subscribers

Column Header

Description

LAST_NAME

Subscriber last name.

Enter any combination of letters, digits, spaces, apostrophes, and dashes, up to a maximum of 32 characters.

FIRST_NAME

Subscriber first name.

Enter any combination of letters, digits, spaces, apostrophes, and dashes, up to a maximum of 32 characters.

DTMF_ACCESS_ID

The number that callers dial to reach a subscriber. This value corresponds to the Extension field on the Subscribers > Subscribers > Profile Page page in the Cisco Unity Administrator.

Enter any combination of digits from 0 to 9, up to a maximum of 40 digits. Do not include any spaces. Note that the value must be unique among all extensions on the local Cisco Unity server and within the dialing domain, if there is one.

SHORT_NAME

The unique name that is created by the Domino Administrator to represent each Domino Person document within a domain. The short name is usually represented by the first initial and last name of the user.

Enter any combination of letters or digits, up to a maximum of 64 characters. Do not include any spaces. The data that you enter here must be valid short name in the Domino Administrator.

Optional Column Headers

There are several optional column headers that you may include in your CSV file, as shown in Table 12-2. Most optional column headers correspond to subscriber settings defined the subscriber template, including class of service (COS), call transfer, and message notification settings. When data for a particular subscriber setting is not included in the CSV file, the Cisco Unity Bulk Import wizard uses settings in the subscriber template that you choose when you run the Cisco Unity Bulk Import wizard. For this reason, you should review the settings in the subscriber template that you will use to create the accounts before adding any of the optional column headers to your CSV file. See the "Subscriber Template Settings" chapter for more information about subscriber templates.

Use Table 12-2 to learn more about the optional column headers that you can include in the CSV file. Unless otherwise indicated, all optional column headers can be used to define any type of subscriber account.

Table 12-2 Optional CSV File Column Headers

Optional Column Header

Description

ALTERNATE_EXTENSION_1

In addition to the "primary" extension that you assign subscribers, you can also assign subscribers alternate extensions.

For example, if you have more than one Cisco Unity server that accesses a single, corporate-wide directory, you may want to add alternate extensions so that a subscriber uses the same number when addressing a message to a subscriber associated with another Cisco Unity server and when calling that subscriber directly.

Even if assigning alternate extensions is not necessary in your situation, you may want to add them as a convenience for subscribers. For example, alternate extensions can be used to:

•Handle multiple line appearances on subscriber phones.

•Offer easy message access on direct calls from a certain phones.

•Simplify addressing messages to subscribers at different locations.

•Enable alphanumeric extensions in Cisco Unity for an integration with a SIP phone system.

Each alternate extensions must be unique—up to the dialing domain level, if applicable—and no more than 40 characters in length.

Enter any combination of digits 0 through 9, or if you have a SIP integration, enter letters a through z. Do not use spaces, dashes, or parentheses between characters.

AUDIO_SPEED

Defines the speed of message playback.

•0—low speed.

•100—medium speed (default value).

•200—fast speed.

AUDIO_VOLUME

Indicates the volume for message playback.

•0—low volume.

•50—medium volume (default value).

•100—high volume.

CALLERS_LANGUAGE

The language of the Cisco Unity conversation that the caller hears when they call a subscriber.

Enter any combination of letters and digits, up to a maximum of four characters.

CONVERSATION_NAME

The Cisco Unity conversation that the subscriber hears when retrieving messages.

Enter any combination of letters and digits, up to a maximum of 64 characters.

COS_OBJECT_NAME

The name of the subscriber class of service (COS) of which the subscriber will be a member. The COS must already exist in the Cisco Unity Administrator.

Enter any combination of letters, digits, and braces, up to a maximum of 128 characters. Enter the name of the COS as it appears in the Cisco Unity Administrator.

DISPLAY_NAME

If the display name is not specified, it is constructed from the first and last names based on the rule in the subscriber template selected during the import.

Enter any combination of letters, digits, spaces, commas, apostrophes, and dashes, up to a maximum of 64 characters.

(Optional for Internet subscribers only; required for regular subscribers)

The number that callers dial to reach a subscriber. This is also the extension that subscribers on the local Cisco Unity server use to address messages to Internet subscribers.

This value corresponds to the Extension field on the Subscribers > Subscribers > Profile Page page in the Cisco Unity Administrator.

Enter any combination of digits from 0 to 9, up to a maximum of 40 digits. Do not include any spaces. Note that the value must be unique among all extensions on the local Cisco Unity server and within the dialing domain, if there is one.

LIST_IN_DIRECTORY

Determines whether the subscriber is listed in the phone directory.

•0—turns directory listing off.

•1—turns directory listing on.

MAX_MSG_LENGTH

Indicates the maximum length of voice mail messages (in seconds) that unidentified callers can leave.

Enter any value from 0 to 999 seconds.

MWI_EXTENSION_1

The message waiting indicator (MWI) extension, if different from phone extension for the subscriber.

Enter any combination of digits from 0 to 9 for the extension (or if you have a SIP integration, enter letters a through z), and "," (comma) or ";" (semi-colon) for pause, for a maximum of 40 characters.

NOTES

The Cisco Unity Bulk Import wizard ignores a column with this header. The Cisco Unity Bulk Import wizard does not support more than one NOTES column in a CSV file.

Enter any comments that you may have for this record. Enter any combination of letters, characters, and digits, for a maximum of 255 characters.

PAGER1_NUMERIC_AFTER_
DIAL_DIGITS

The extra digits that Cisco Unity dials after the phone number for a message notification. The extra digits are shown on the pager display.

This column corresponds to the Extra Digits field for the Pager device on the Subscribers > Subscribers > Message Notification page in the Cisco Unity Administrator.

Enter any combination of digits from 0 to 9, up to a maximum of 32 digits.

PAGER1_NUMERIC_DIAL_
DELAY

Specifies the number of seconds to wait before dialing the extra digits specified in the PAGER1_NUMERIC_AFTER_DIALDIGITS column. Use this option if the automatic call progress detection of your phone system is not reliable (for example, if you experience noisy phone lines and unusual ringing patterns).

This column corresponds to the Seconds to Wait Before Dialing Extra Digits field for the Pager device on the Subscribers > Subscribers > Message Notification page in the Cisco Unity Administrator.

Enter any value from 0 to 100 seconds.

PAGER1_NUMERIC_DISABLE

Disables the numeric pager device. This column corresponds to the Status field for the Pager device on the Subscribers > Subscribers > Message Notification page in the Cisco Unity Administrator.

Enter 1.

After you create the subscriber accounts, you can enable the pager in the Cisco Unity Administrator, or you can tell subscribers to do so in the Cisco Unity Assistant.

PAGER1_NUMERIC_PHONE_
NO

The phone number, including trunk access code, of the numeric pager to be used for message notifications.

This column corresponds to the Phone Number field for the Pager device on the Subscribers > Subscribers > Message Notification page in the Cisco Unity Administrator. Message notifications to this device are disabled upon import and must be enabled in the Cisco Unity Administrator or by the subscriber in the Cisco Unity Assistant.

Enter any combination of digits 0 through 9 and the following dialing characters, up to a maximum of 40 characters:

•, (comma) to insert a one-second pause.

•# and * to correspond to the # and * keys on the phone.

PAGER1_TEXT_AFTER_DIAL_DIGITS

Specifies a phone number if the subscriber has a text-compatible cell phone and wants text pager notifications to include a "From" or "Return Call" phone number. Typically, this field contains the number of the Cisco Unity server that the subscriber calls to check messages.

The From phone number appears in the last line of any text pager notification. A subscriber can press the Return Call button on many text-compatible cell phones to dial the phone number. The cell phone must support automatic callback in order to use this feature.

This column corresponds to the From: (Phone Number) field for the Text Pager 1 device on the Subscribers > Subscribers > Message Notification page in the Cisco Unity Administrator.

Enter any combination of digits, up to a maximum of 32 digits.

PAGER1_TEXT_DISABLE

Disables the text pager device. This column corresponds to the Status field for the Text Pager 1 device on the Subscribers > Subscribers > Message Notification page in the Cisco Unity Administrator.

Enter 1.

After you create the subscriber accounts, you can enable the pager in the Cisco Unity Administrator, or you can tell subscribers to do so in the Cisco Unity Assistant.

PAGER1_TEXT_SMTP_
ADDRESS

Specifies the e-mail address of the text pager, text-compatible cell phone, or another e-mail account (such as a home e-mail address) to which message notifications will be sent.

This column corresponds to the To: (E-Mail Address) field for the Text Pager 1 device on the Subscribers > Subscribers > Message Notification page in the Cisco Unity Administrator. Message notifications to this device are disabled upon import and must be enabled in the Cisco Unity Administrator or by the subscriber in the Cisco Unity Assistant.

Enter any combination of letters, digits, colons, ampersands, dashes, periods, and underscores, up to a maximum of 128 characters.

SUBSCRIBER_TEMPLATE

The subscriber template that you want to associate the subscribers with once they are created. Enter any combination of letters and digits, up to a maximum of 128 characters.

SUBSCRIBERS_LANGUAGE

The language that the subscriber hears when logging on to Cisco Unity by phone. Enter any combination of letters and digits, up to a maximum of four characters.

TIME_EXPIRES

Specifies the date that call transfer is turned off for the subscriber extension. If the value is 0 (zero), call transfer is turned on, and because there is no expiration date, it never turns off. If the value is a date in the past (for example, 01/01/80), call transfer is turned off.

Enter a valid date in the format of mm/dd/yy, yy/mm/dd, or enter 0 (zero).

TRANSFER_STRING

Specifies the call transfer number for the subscriber. The value is usually the same as the DTMF_ACCESS_ID (so Cisco Unity sends calls to the subscriber extension), though the value for the dialing transfer string can be left blank.

This corresponds to the Transfer Incoming Calls to Subscriber's Phone field on the Subscribers > Subscribers > Call Transfer Page in the Cisco Unity Administrator.

Enter any combination of digits from 0 to 9 up to a maximum of 40 digits, and the following dialing characters:

•, (comma) to insert a one-second pause.

•; (semi-colon) to insert a pause.

USE_BRIEF_PROMPTS

Indicates whether the subscriber hears brief or full phone menus when accessing Cisco Unity over the phone.

•0—turns brief menus on.

•1—turns full menus on.

XFER_ANNOUNCE

Defines whether Cisco Unity says "transferring call" when the phone is answered on an incoming external call. For this to work, XFER_TYPE must be set to "supervised."

•0—turns announce off.

•1—turns announce on.

XFER_CONFIRM

Defines whether Cisco Unity asks subscribers if they would like to take calls. For this to work, XFER_TYPE must be set to "supervised."

•0—turns confirm off.

•1—turns confirm on.

XFER_HOLDING_MODE

Determines if the caller can be put on hold when an extension is busy. For this to work, XFER_TYPE must be set to "supervised."

•0—turns call holding off.

•1—turns call holding on.

XFER_INTRODUCE

Defines whether subscribers hear "call for <the recorded voice name of the subscriber>," or "call for <extension number>" when they answer an incoming external call. Used when two or more subscribers share a phone. For this to work, XFER_TYPE must be set to "supervised."

•0—turns introduce off.

•1—turns introduce on.

XFER_RINGS

When doing a supervised transfer, the number of rings to wait before activating the appropriate call handler.

Enter any digit from 1 to 9.

XFER_SCREENING

Sets call screening to off, on, or on with "memory" (the recorded name of the caller is added to the message). For this to work, XFER_TYPE must be set to "supervised."

•0—turns call screening off.

•1—turns call screening on.

•2—turns call screening on with memory.

XFER_TYPE

Used in conjunction with RNA_ACTION to determine whether Cisco Unity monitors the progress of a call until the subscriber answers the phone.

•0—unsupervised transfer; Cisco Unity does not monitor call progress.

•1—supervised transfer; Cisco Unity monitors call progress.

ZERO_KEY_RULE

Specifies the display name for the call handler to which calls to this subscriber are transferred when unidentified callers press "0" during the subscriber greeting. This allows calls to different groups of subscribers to be handled by different operators.

Note that the Import wizard checks to see if the name is a valid call handler, so the call handler must have been created in the Cisco Unity Administrator before doing the import.

Enter any combination of letters and digits, up to a maximum of 128 characters.

After reviewing Table 12-1 and Table 12-2, use the following procedure to prepare your CSV file.

To prepare a CSV file for creating regular subscriber accounts

Step 1 Save the data which you will use to create Cisco Unity accounts as a CSV file.

As a best practice, do not include more than 7,500 records in a single CSV file, as you may encounter unexpected results when the Cisco Unity Bulk Import wizard imports the data.

Step 2 Copy the CSV file to the Cisco Unity server or to a folder that you can browse to from the server.

Step 3 Open the CSV file in a spreadsheet application or another application with which you can edit and reorganize the data. Do the following:

•Confirm that the data is separated by commas, and that no tabs, spaces, or semicolons separate the data in the file.

•If any data includes a space, quotes, or commas, contain it within quotes.

Step 4 Rearrange the data, so that the columns are in the same order as the column headers that you will add in Step 5. The order of the column headers does not matter, though it is good practice to set up your CSV file as indicated here. For example, the columns of data in this sample are sorted so that the last name of the user is followed by the first name, DTMF_ACCESS_ID, and then by the short name:
Abade,Alex,2001,aabade 
Bader,Kelly,2002,kbader 
Campbell,Terry,2003,tcampbell 
Cho,Li,2004,lcho
Step 5 Enter the required column headers above the first row of data. Column headers must be in uppercase, separated by commas, and spelled as indicated below:
LAST_NAME,FIRST_NAME,DTMF_ACCESS_ID,SHORT_NAME
For example, using the sample data from Step 4, the CSV file would look like this:
LAST_NAME,FIRST_NAME,DTMF_ACCESS_ID,SHORT_NAME 
Abade,Alex,2001,aabade 
Bader,Kelly,2002,kbader 
Campbell,Terry,2003,tcampbell 
Cho,Li,2004,lcho
Step 6 If desired, add any of the optional column headers listed in Table 12-2 to the first row, and the corresponding data that you want to import in the subsequent rows below. As you do so, confirm that:

•Column headers and data are separated by commas. Note that each row does not have to contain data for each optional column header.

•Any data that includes a space, quotes, or commas is contained within quotes.

Step 7 If your CSV file contains columns of data that you do not want to import, delete the columns. Alternatively, you can title one column NOTES. The Cisco Unity Bulk Import wizard ignores data beneath any NOTES column header, but the wizard does not support more than one NOTES column in a CSV file.

Step 8 Confirm that each row contains the appropriate data corresponding to each column header.

See Table 12-1 and Table 12-2 for descriptions of valid data for each column header.

Step 9 Save the file as a CSV file.

Step 10 Continue with the procedure in the "Running the Cisco Unity Bulk Import Wizard" section.

Running the Cisco Unity Bulk Import Wizard

Do the procedure in this section to use the Cisco Unity Bulk Import wizard to create multiple subscriber accounts. Do so only after you have reviewed the following sections:

•Before Creating Regular Subscriber Accounts

•Importing User Data From a CSV File

For best results, do not attempt to create more than 7,500 new subscribers at once. You can only create one type of subscriber each time you run the Cisco Unity Bulk Import wizard.

When the Cisco Unity Bulk Import wizard initially loads the records in your CSV file, it examines the data for errors. If an error is found, the wizard notifies you and logs the error in the error.log file. You can choose either to ignore the error and correct it later, or you can correct the error, and start the wizard again. After it creates subscriber accounts, the wizard displays a dialog box that reports the results of loading the data, including the number of records found, the number of records successfully loaded, and the number of records that still have errors.

The following procedure indicates how to use the Cisco Unity Bulk Import wizard to create regular subscriber accounts, and how to manage any errors that the wizard discovers in the process.

To create regular subscribers by using the Cisco Unity Bulk Import wizard

Step 1 On the Cisco Unity server, on the Windows Start menu, click Programs > Cisco Unity > Cisco Unity Bulk Import.

Step 2 Follow the on-screen instructions presented on each page of the wizard. To learn more about the options presented in the dialog boxes that appear as the wizard proceeds, click Help.

Step 3 When prompted to choose the type of subscriber that you want to create, click Unified Messaging.

Step 4 Click Next, and proceed through the wizard. If the wizard reports any errors, you can:

•Click OK to continue with the import, and fix the errors later.

•Fix the errors. See the "Correcting Import Errors" section for details.

Step 5 Once the subscriber accounts are created, click Finish.

Step 6 If you had import errors, but in Step 4 you chose to correct them later, see the "Correcting Import Errors" section.

If you had no import errors, or if all errors have now been corrected, see the "After Creating Subscriber Accounts" section.

Correcting Import Errors

The error log file contains data that the Cisco Unity Bulk Import wizard could not import. The Cisco Unity Bulk Import wizard reports the first error it detects in any row in a CSV file. Once you correct that error, the Cisco Unity Bulk Import wizard may detect additional errors in the same row when the data is imported again. Thus, you may need to repeat the correction process—running the Cisco Unity Bulk Import wizard and correcting an error—several times to find and correct all errors.

The output log file contains all the records that were not imported. You can save it as a CSV file, and use it when you run the Cisco Unity Bulk Import wizard again. Note that each time that you run the Cisco Unity Bulk Import wizard, the error and output log files are overwritten (unless you specify a new name for the files each time you run it).

To correct import errors, use the procedure below.

To correct errors that occurred when importing data from a CSV file

Step 1 Go to the directory location of the error log file you specified during the import. (The default location and file name is C:\Error.log.)

Step 2 Use a text editor to open the error log file. You will use the error codes in the file to make corrections.

Step 3 Go to the directory location of the output log file you specified during the import. (The default location and file name is C:Output.log.) This file contains all the records that were not imported.

Step 4 Use a text editor to open the output log file.

Step 5 Correct any records in the output file that are listed as errors in the error log file.

Step 6 When you have finished editing the output log file, save it as a CSV file with a new name.

Step 7 Run the Cisco Unity Bulk Import wizard again with the CSV file that you saved in Step 6.

Step 8 Repeat this procedure until all subscriber accounts are created without error, and then proceed to the "After Creating Subscriber Accounts" section.

Using the Cisco Unity Administrator To Create Individual Subscriber Accounts

Using the Cisco Unity Administrator, you can create a regular subscriber account by importing existing user data from Domino.

Importing Existing User Data From the Message Store

You can use the Cisco Unity Administrator to create a subscriber account by importing a Person document from Domino. Within the Cisco Unity Administrator, you can select the person from the Domino address book, and Cisco Unity-specific attributes are written to the existing Person document when the subscriber is created. (You specify the address book that you want to use on the System > Configuration > Subscriber Address Books page in the Cisco Unity Administrator. See the "Subscriber Address Book Settings" section on page 24-7 for details.)

Note that when the Cisco Unity Administrator creates a subscriber account, it does not:

•Import Windows domain account information for a person.

•Enable an Active Directory account if it is disabled.

•Create a Windows domain account for a person if one does not already exist.

When IIS is configured so that the Cisco Unity Administrator and the Status Monitor use the Integrated Windows authentication method, this is important because subscribers who have disabled Active Directory accounts or do not have a Windows domain accounts cannot access to either application—even if the subscriber account has the class of service privileges to access them. The same is true when the Cisco Unity Administrator and the Status Monitor use the Anonymous authentication method and administrators will use their Windows domain account credentials to access them. To avoid this problem, use GrantUnityAccess to associate a subscriber account with a Windows domain account. For details, see the "About the Accounts that Can Be Used To Administer Cisco Unity" section on page 2-11.

You can use the following procedure to import existing user data from the Domino address book.

To create a regular subscriber account by importing existing user data

Step 1 In the Cisco Unity Administrator, go to the Subscribers > Subscribers > Profile page.

Step 2 Click the Add icon.

Step 3 Click Notes.

Step 4 In the Address Book list, confirm that the address book listed is the one that contains the user data that you want to import.

If the address book that you want to use is not listed, go to the System > Configuration > Subscriber Address Books page and add a different address book (for details on how to add an address book, see the "Subscriber Address Book Settings" section on page 24-7.

Step 5 In the Find Domino Person By list, indicate whether to search by short name, first name, or last name.

Step 6 Enter the appropriate name or short name. You also can enter * to display a list of all users, or enter one or more characters followed by * to narrow your search.

Note When you perform wildcard (*) searches, Cisco Unity may take several minutes to display results in the Cisco Unity Administrator. This is particularly true if your site has a large number of users (approximately 1000 or more) and/or dozens of servers. For this reason, it is important that you narrow the scope of wildcard searches.

Step 7 Click Find.

Step 8 On the list of matches, click the name of the user to import.

Step 9 Enter the appropriate information on the Add Subscriber page.

Step 10 Click Add.

Step 11 On the subscriber record, customize settings as appropriate, and then click the Save icon.

Use the following table to learn more about the settings on the Add Subscriber page.
Table 12-3 Add Subscriber Page
Field

Considerations

First Name/Last Name

Display only. The first and last names of the subscriber. These fields are filled in automatically from the Person document.

Display Name

Display only. Cisco Unity creates a default display name for the subscriber, which you can modify. This is the subscriber name as displayed in the Cisco Unity Administrator. In most cases, only the first 40 characters are displayed.

This field is filled in automatically from the Person document.

Extension

Enter the number that callers dial to reach the subscriber. Enter numerals only, according to the extension numbering plan for your organization. The number must be unique among all extensions on the local Cisco Unity server and within the dialing domain, if there is one. However, a subscriber extension can be the same number as the subscriber Fax ID. Note that many phone system integration features, such as MWI and call forward to personal greeting, require that the Cisco Unity number plan match that of the phone system.Enter any combination of digits from 0 to 9, up to a maximum of 40 digits.

Fax ID

Enter the number that callers dial to send a fax to the subscriber. This number may be the same as the subscriber extension.

Template

Select the template on which to base the subscriber account. The template affects most subscriber settings.

Short Name

Display only. The short name specified in the Domino Person document for the subscriber.

Server

The Domino server associated with the address book that you selected during import.
SMTP address

(for Internet subscribers only)
Enter the e-mail (SMTP) address assigned to the Internet subscriber. Specify the e-mail (SMTP) address to which messages to the Internet subscriber will be sent:
SMTP:alias@domain.com (e.g. aabade@cisco.com)
Internet subscribers do not have Notes specified as their mail system in their Domino Person documents. The address maps to the Forwarding Address on the Person document for the subscriber. Instead, messages for the subscriber are sent to this e-mail address.
After Creating Subscriber Accounts

After creating subscriber accounts, consider the following:

•Set up the client applications that subscribers will use to access Cisco Unity from their computers. For details on setting up subscribers to use the Cisco PCA, the Cisco Unity Assistant, and Lotus Notes with IBM Lotus Domino Unified Communications Services (DUCS) for Cisco Unity, see the "Setting Up Client Applications" chapter.

•Train new subscribers and operators to use Cisco Unity. See the "Subscriber and Operator Orientation" chapter for a task list you can use to acquaint subscribers with Cisco Unity.

There are several ways to modify existing subscriber accounts. Note that subscribers can also customize some of their own settings either by accessing the Cisco Unity Assistant or by using the subscriber phone conversation. For a comprehensive list of the settings that subscribers can change on their own, see the "Settings that Subscribers Can Change" table in the "Subscriber and Operator Orientation" chapter.

To modify existing subscriber accounts, you can:

•Customize subscriber settings for individual accounts in the Cisco Unity Administrator (see the "Subscriber Settings" chapter for details).

•Use the Bulk Edit utility when you want to modify a subscriber setting shared by multiple subscriber accounts; for example, you might use this tool so that a group of subscribers are no longer listed in the phone directory or if you want to associate a group of subscribers with a particular class of service. The Bulk Edit utility is available in the Tools Depot, where a wide range of Cisco Unity utilities are gathered in one location.