Bulk Administration Tool User Guide, Release 4.3(1) - Working With Users [Cisco Unified Communications Manager (CallManager)]

Table Of Contents

Working with Users

Adding Users

Creating the CSV File for Users

Creating a CSV File for Users Using BAT.xlt

Creating a Text-Based CSV File for Users

Adding Users to Cisco CallManager

Updating Users

Creating the CSV File for Updating Users

Creating a CSV File for Updating Users Using BAT.xlt

Creating a Text-Based CSV File for Updating Users

Updating Users to Cisco CallManager

Deleting Users

Deleting Users from Cisco CallManager

Working with Users

BAT allows you to add users to Cisco CallManager and associate users to phones or CTI ports, and BAT allows you to bulk-update and bulk-delete users.

This chapter describes working with users only. For information about working with user combinations, such as phones and users or CTI ports and users, see "Working with Phones, CTI Ports, and User Combinations".

Use the following sections to add users, update users, and delete users:

•Creating the CSV File for Users

•Adding Users to Cisco CallManager

•Creating the CSV File for Updating Users

•Updating Users to Cisco CallManager

•Deleting Users from Cisco CallManager

Adding Users

You can use BAT to add users to the Cisco CallManager database/Lightweight Directory Access Protocol (LDAP) Directory in batches, rather than individually.

BAT can also associate CTI ports to existing users. This ability proves useful if you are adding users who will have applications that require a CTI port, such as Cisco IP SoftPhone. See Adding Phones or CTI Ports, for more information.

To add users to the Cisco CallManager database/LDAP Directory in bulk, you must perform these steps:

1. Create a comma separated values (CSV) file to define individual values for each user or CTI port/user combination that you want to add. We recommend that you create the CSV file using the Excel file, BAT.xlt.

2. Use BAT to insert the CSV file to add the users to the Cisco CallManager database.

Related Topics

•Creating the CSV File for Users

•Updating Users to Cisco CallManager

•Updating Users to Cisco CallManager

•Deleting Users from Cisco CallManager

Creating the CSV File for Users

To add users to Cisco CallManager, you must create a Comma Separated Value (CSV) file. You can create a CSV file two ways. You can use the Microsoft Excel template called BAT.xlt or create the CSV using the sample text file. Each CSV file type, such as phones, phones and users combined, and so on, provides a sample text file. However, Cisco recommends that you use the BAT.xlt template because the data is validated automatically when you export to CSV format.

The BAT.xlt file provides data file templates with macros, support for multiple phone lines, and error checking, and exports the values into CSV files for phones, users, CTI ports, phone/user combinations, CTI port/user combinations, Cisco VG200 gateways, and FXS ports on Cisco Catalyst 6000 analog interface modules.

For instructions on creating the CSV file, see

•Creating the CSV File for Users (recommended method)

•Creating a Text-Based CSV File for Users

Creating a CSV File for Users Using BAT.xlt

Procedure

Follow this procedure to create the CSV file for bulk-adding users. BAT uses the information that you provide here to add the users to the Cisco CallManager database.

Step 1 The BAT.xlt file resides on the Publisher database server. However, you normally would not have Microsoft Excel installed on the Publisher database server. In that case, you must copy the file from the Publisher database server and move it to the local machine, which must have Microsoft Excel installed.

Using a floppy disk or a mapped network drive, open the path C:\CiscoWebs\BAT\ExcelTemplate on the Publisher database server and copy the file BAT.xlt to a local machine where Microsoft Excel is installed.

Step 2 Double-click BAT.xlt.

Step 3 When prompted, click Enable Macros button.

Step 4 Click the Users tab at the bottom of the sheet to add users.

Step 5 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.

Caution The system treats blank rows in the spreadsheet as "End of File" and discards subsequent records.

In each row, provide the following information. If you have multiple devices, several fields will appear multiple times, once for each device.

•In the First Name field, enter the first name of the user to whom this phone will be issued, up to 50 characters.

•In the Last Name field, enter the last name of the user to whom this phone will be issued, up to 50 characters.

•In the User ID field, enter the user ID for the user to whom this phone will be issued, from 1 to 30 characters.

•In the Password field, enter the password that the user needs to access the Cisco IP Phone Configuration web page, from 4 to 20 characters.

Although it is considered optional in the CSV file, you must enter a password is required. You can specify the Password either on the CSV file or during file insertion in BAT. If you want to apply individual passwords for each user or groups of users, specify the password information in the CSV file. If you want to use a default password that all users can use, do not specify the password in the CSV and instead provide this information when you insert the CSV file in BAT.

•In the Manager field, enter managers user ID for the user to whom this phone will be issued, up to 30 characters.

•In the Department field, enter the department number for the user to whom this phone will be issued, up to 50 characters.

•In the PIN field, enter the personal identification number (PIN) to be used for extension mobility, up to 20 numerals.

Although considered optional in the CSV file, a PIN is required. You can specify the PIN either on the CSV file or during file insertion in BAT. If you want to apply individual PINs for each user or groups of users, specify the PIN in the CSV file. If you want to use a default PIN that all users can use, do not specify the PIN in the CSV and instead provide this information when you insert the CSV file in BAT.

•In the User Device Profile field, enter the user device profile for this user and device, up to 50 characters. This profile must exist in Cisco CallManager Administration for this record to be successfully inserted to the Cisco CallManager database. You can select the user device profile from the BAT user interface.

•In the User Locale field, enter the language and country set 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 Cisco CallManager user windows and phones.

•In the MAC Address field, enter the MAC address for the phone to which you want this user associated, 12 characters. You should only specify the MAC address for a configured phone that already has been added to Cisco CallManager. Do not specify new phones, CTI ports, or phones added using BAT and still having the "BAT" prefix (meaning, they have not been updated in the Cisco CallManager database with the MAC address yet), in this field.

•In the Directory Number field, enter the directory number for the primary extension (usually Line 1) for the phone, up to 50 numerals.

•In the MAC Address2 field, enter the MAC address for any additional phone to which you want this user associated, 12 characters.

Step 6 Click the Add More Devices button to enter additional MAC addresses that will be associated to a new user.

Step 7 Click Export to BAT Format button to transfer the data from the BAT Excel spreadsheet into a CSV file.

The system saves the file to C:\XLSDataFiles (or to your choice of another existing folder) as

users#timestamp.txt
where "timestamp" represents the precise date and time that the file was created.

Step 8 To be accessed by BAT, the CSV file must reside on the Publisher database server. However, you normally would not have Microsoft Excel running on the Publisher database server. This step assumes that you have saved the CSV file to the local machine (not the Publisher database server). In that case, you must copy the file to Publisher database server.

Using a floppy disk or a mapped network drive, copy the CSV file from C:\XLSDataFiles to the C:\BATFiles\Phones folder on the server running the Publisher database for Cisco CallManager.

For information on how to read the exported CSV file, click the link to View Sample File in the Insert Users window in BAT (Configure > Users).

Creating a Text-Based CSV File for Users

If you do not use the BAT.xlt file for data input when adding users, you must create the comma separated values (CSV) file using lines of ASCII text with values separated by commas.

If you created the CSV file using the BAT.xlt file, you can skip the follow instructions in this section.

Tips Use BAT.xlt to input data because data validation is performed on that file.

The CSV file provides a common textual way of providing tabular information. You can create a data file using any file format, such as Microsoft Notepad, Microsoft Word, and so on. Save the CSV file to C:\BATFiles\Phones\ on the server running the Publisher database for Cisco CallManager.

Procedure

To create a CSV text file for users, perform the following steps:

Step 1 Open a text editor (such as Notepad) or any application that allows you to export or create a CSV file.

Step 2 Using a separate line for each user, enter the values for each user that you want to add to Cisco CallManager. See Tips for Creating a Text-Based CSV File, for detailed information about the formatting you must use in the text-based CSV file.

Note Do not leave blank rows in the spreadsheet. BAT interprets a blank line as the end of the file and discards any subsequent information.

You can associate any number of existing devices to a new user by entering the MAC address of all the devices separated by a comma at the end of the record.

You can associate a directory number to a user, even if that user does not control any device.

Step 3 Save the file C:\BATFiles\Users\Insert Users on the Publisher server.

Note You cannot use CSV files for users saved anywhere but C:\BATFiles\Users\Insert Users on the server running the Publisher database for Cisco CallManager for BAT inserts.

Tips for Creating a Text-Based CSV File

The following example format shows the field length and string types followed by an example of a CSV file for users.

First Name(Mandatory, 1 to 50 characters),Last Name(Mandatory, 1 to 50 characters),User ID(Mandatory, up to 30 characters),Password(Optional, up to 20 characters),Manager(Optional, up to 30 characters),Department(Optional, up to 50 characters),PIN(Optional, up to 20 numerals),User Device Profile(Optional, up to 50 characters),User Locale(Optional, up to 50 characters)MAC Address1(optional, 12 characters),Directory Number (Optional, 1 to 50 numerals),MAC Address2(Optional, 12 characters)

Tip You must specify PIN and Password values, either on the CSV file or during file insertion in BAT. If you want to apply individual PINs or passwords for each user or groups of users, specify the PIN and password information in the CSV file. If you want to use a default PIN and password that all users can use, do not specify PIN or password values in the CSV and instead provide this information when you insert the CSV file in BAT.

Example
John,Smith,johns,abc123de,karend,0012055,9989,johns profile,English 
United States,1231123245AB,9725557154,0010EB001234
You must specify delimiters even if a field is blank. Refer to the following examples and sample CSV records when creating CSV files.

Example

The manager is the user ID of an existing user in the Cisco IP Telephony Directory. If the manager for a user is blank
John,Smith,johns,abc123de,,0012055,9989,johns profile,English United 
States,1231123245AB,9725557154,0010EB001234
Example

You do not have to supply information for the optional fields. If only the mandatory fields are completed
John,Smith,johns,,,,,,,,
Example

If only the mandatory fields are completed and you want to associate the user to a phone
John,Smith,johns,,,,,,,1231123245AB,
Example

A user can control more than one device. You can add MAC addresses of additional devices at the end of the record.

If the user controls only one device, a sample record can be
John,Smith,johns,abc123de,karend,0012055,9989,johns profile,English 
United States,1231123245AB,9725557154
If the user controls three devices, a sample record can be
John,Smith,johns,abc123de,karend,0012055,9989,johns profile,English 
Untied States,1231123245AB,9725557154,0010EB001234,0010EB432101
Adding Users to Cisco CallManager

Follow this procedure to bulk-add users to Cisco CallManager.

Before You Begin

You must create a CSV file before you attempt to add users to Cisco CallManager.

Procedure

Step 1 Start BAT. (See Starting BAT.)

Step 2 Choose Configure > Users.

The Insert Users page displays.

Step 3 In the File Name field, choose the CSV file that you created for this type of bulk transaction.

Step 4 (Optional) If you want all users added in this transaction to be able to log on to a phone on behalf of someone else, check the Enable Authentication Proxy Rights checkbox. Users with authentication proxy rights enabled are considered "super users" or "admin users" who act as the single point of authentication through which all users connect for extension mobility. You must perform further configuration in Application Administration on the Cisco CRA server.

Step 5 To enable use of applications such as Cisco IP SoftPhone, check the Enable CTI Application Use check box.

Step 6 (Optional) In the User Default Values area, provide the following information if you have not already done so in the CSV file.

•Password—Enter the password that users should provide when logging on to the Cisco IP Phone User Options web page. You should only specify a value here when you want to specify the default password for access to the Cisco IP Phone User Options web page and when you have not already specified individual passwords for each user in the CSV file. Password values specified in the CSV file take precedence over any values that you enter here.

•Confirm Password—Reenter the password.

•PIN—Enter the PIN that users should provide when logging in to a Cisco IP Phone 7960 or 7940 for extension mobility. You should only specify a value here when you want to specify the default PIN for extension mobility and when you have not already specified individual PINs for each user in the CSV file. PIN values specified in the CSV file take precedence over any values that you enter here.

•Confirm PIN—Reenter the PIN.

Note You must specify PIN and Password values, either on the CSV file or during file insertion in BAT.

•User Locale—choose the language and country set 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 Cisco CallManager user windows and phones.

•User Device Profile—Enter the user device profile for this user and device. The User Device Profile must exist in Cisco CallManager Administration for the Cisco CallManager database to accept this record.

Step 7 Click Insert.

A message displays advising you of approximately how long it will take to insert the records to the Cisco CallManager database. You can cancel the transaction if you feel it may cause performance degradation.

Step 8 To insert users, click OK, or click Cancel to cancel the transaction.

If you clicked OK, a Transaction Status window displays. You can click the Show Latest Status button to see the transaction in progress.

When the transaction completes, you can click View Latest Log File to see a log file indicating the number of records added and the number of records failed, including an error code. For more information on log files, see Chapter 8, "Troubleshooting BAT and TAPS".

Related Topics

•Creating the CSV File for Users

•Updating Users to Cisco CallManager

•Deleting Users from Cisco CallManager

Updating Users

You can use BAT to update user information to the Cisco CallManager database/Lightweight Directory Access Protocol (LDAP) Directory in batches, rather than individually.

To update users to the Cisco CallManager database/LDAP Directory in bulk, you must perform these steps:

1. Create a comma separated values (CSV) file to define individual values for each user that you want to update. Cisco recommends that you create the CSV file using the Excel file, BAT.xlt.

2. Use BAT to insert the CSV file to update users to the Cisco CallManager database.

Related Topics

•Creating the CSV File for Updating Users

•Updating Users to Cisco CallManager

•Adding Users to Cisco CallManager

•Deleting Users from Cisco CallManager

Creating the CSV File for Updating Users

To update users to Cisco CallManager, you must create a Comma Separated Value (CSV) file. You can create a CSV file two ways. You can use the Microsoft Excel template called BAT.xlt or create the CSV using a program like Notepad or Microsoft Word, using the sample text file and the following instructions as reference. Each CSV file type, such as phones, phones and users combined, and so on, provides a sample text file. However, Cisco recommends that you use the BAT.xlt template because the data is validated automatically when you export to CSV format.

The BAT.xlt file provides data file templates with macros, support for multiple phone lines, and error checking, and exports the values into CSV files for phones, users, CTI ports, phone/user combinations, CTI port/user combinations, Cisco VG200 gateways, and FXS ports on Cisco Catalyst 6000 analog interface modules.

For instructions on creating the CSV file, see

•Creating a CSV File for Updating Users Using BAT.xlt (recommended method)

•Creating a Text-Based CSV File for Updating Users

Creating a CSV File for Updating Users Using BAT.xlt

Procedure

Follow this procedure to create the CSV file for bulk-updating users. BAT uses the information that you provide here to update users to the Cisco CallManager database.

Step 1 The BAT.xlt file resides on the Publisher database server. If you do not have Microsoft Excel installed on the Publisher database server, you must copy the file from the Publisher database server and move it to a local machine with it installed.

Using a floppy disk or a mapped network drive, open the path C:\CiscoWebs\BAT\ExcelTemplate on the Publisher database server, and copy the file BAT.xlt to a local machine where Microsoft Excel is installed.

Step 2 Double-click BAT.xlt.

Step 3 When prompted, click Enable Macros button.

Step 4 Click the Update Users tab.

Step 5 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.

Caution The system treats blank rows in the spreadsheet as "End of File" and discards subsequent records.

In each row, provide the following information:

•In the UserID field, enter the user ID of the user whose profile you are updating. This mandatory entry can contain as many as 30 characters.

•In the Manager field, enter the user ID of the manager of whose profile you are updating. This optional field can contain as many as 30 characters.

•In the Department field, enter the department number for the user whose profile you are updating. This optional field can contain as many as 50 characters.

•In the User Device Profile field, enter the user device profile for this user and device. This optional field can contain as many as 50 characters. The User Device Profile must exist in Cisco CallManager Administration for the Cisco CallManager database to accept this record.

•In the User Locale field, enter the language and country 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 Cisco CallManager user windows and phones.

•In the MAC Address field, enter the MAC Address for this user.

•In the Directory Number field, enter the directory number for the primary extension (usually Line 1) for the user's phone. This optional field can contain as many as 50 integer characters.

•In the "Value for fields to be ignored" box, enter the symbol that you will use to tell BAT that you want to keep the value previously stored in the DC directory. If you enter "#" for the value for fields to be ignored, a CSV file like the following example tells BAT to keep the Manager field the same as previously entered in the DC directory but to overwrite User Device Profile and User Locale for this user in the DC directory and set them to blank.
userid,#,department,,,123456789012,
Step 6 Click Export to BAT format button to transfer the data from the BAT Excel spreadsheet into a CSV file.

The systems saves the file to c:\XlsDataFiles (or to your choice of another existing folder) as

Update_Users#timestamp.txt
Step 7 For BAT to access the CSV file you created, you must save it to the Publisher database server. However, because you normally would not have Microsoft Excel running on the Publisher database server, this step assumes that you have saved the CSV file to the local machine (not the Publisher database server). In that case, you must copy the file to Publisher database server.

Using a floppy disk or a mapped network drive, copy the CSV file from C:\XLSDataFiles to the C:\BATFiles\Users\Update Users folder on the server running the Publisher database for Cisco CallManager.

For information on how to read the exported CSV file, click the link to View Sample File in the Insert Users window in BAT (Configure > Users).

Creating a Text-Based CSV File for Updating Users

If you do not use the BAT.xlt file for data input when adding users, you must create the comma separated values (CSV) file using lines of ASCII text with values separated by commas.

If you created the CSV file using the BAT.xlt file, you can skip the follow instructions in this section.

Tips Use BAT.xlt to input data because data validation is performed on that file.

The CSV file provides a common textual way of providing tabular information. You can create a data file using any file format, such as Microsoft Notepad, Microsoft Word, and so on. Save the CSV file to C:\BATFiles\Users\ on the server running the Publisher database for Cisco CallManager.

Procedure

To create a CSV text file for users, perform the following steps:

Step 1 Open a text editor (such as Notepad) or any application that allows you to export or create a CSV file.

Step 2 Using a separate line for each update to the user, enter the values for each user attribute that you want to add to Cisco CallManager. See Tips for Creating a Text-Based CSV File, for detailed information about the formatting that you must use in the text-based CSV file.

Note Do not leave blank rows in the spreadsheet. You will receive an error.

Step 3 Save the file to C:\BATFiles\Users\Update Users on the Publisher server.

Note You cannot use CSV files for update users saved anywhere but C:\BATFiles\Users\ on the server running the Publisher database for Cisco CallManager for BAT inserts.

Tips for Creating a Text-Based CSV File

The following example format shows the field length and string types followed by an example of a CSV file for users.

UserID(Mandatory, 1 to 30 characters),Manager(Optional, up to 30characters, must use existing ID in global directory),Department(Optional, up to 50 characters),User Device Profile(Optional, up to 50 characters),User Locale (Optional, up to 50 characters),MAC Address(Optional, up to 12 characters),Directory Number (Optional, up to 50 characters)

Timesaver You can keep values that were previously stored in the DC directory.

To retain your previously entered values, refer to "Retaining Stored Values" section.

Example
johns,Daviss,123,johnProfile,English United 
States,8612113425AC,9725557154
You must specify delimiters even if a field is blank. Refer to the following examples and sample CSV records when creating CSV files.

Example

The manager is the user ID of an existing user in the Cisco IP Telephony Directory. If the manager for a user is blank
johns,,123,johnProfile,English United States,8612113425AC,9725557154
Example

Enter your preferred language first, followed by the country. Use the following three examples as a guide:

English United States, French France, German Germany

Example

You do not have to supply information for the optional fields, if only the mandatory fields are completed. If you have stored the optional fields previously in the DC directory, leaving them blank here will reset the values to blank. See "Retaining Stored Values" section for information on keeping previously stored values.
John,Daviss,123,johnProfile,,,
Retaining Stored Values

Follow this procedure to keep values that were previously stored in the Cisco CallManager database.

Step 1 Start BAT. (See Starting BAT.)

Step 2 Choose Configure > Users.

The Insert Users window displays.

Step 3 In the right-hand corner of the window, click Update Users.

The Update Users window displays.

Step 4 Note the value in the Value for fields to be ignored box. You entered this value while performing "Updating Users to Cisco CallManager" section.

If you have not completed the "Updating Users to Cisco CallManager" section, decide what you want to enter into the Value for fields to be ignored box and use the same symbol here.

Step 5 Enter the value from the Value for fields to be ignored box into the CSV file.

For example, if you entered "#" in the Value for fields to be ignored, a CSV file like the following example tells BAT to keep the Manager field the same as previously entered in the DC directory but to overwrite User Device Profile and User Locale for this user in the DC directory and set them to blank.
userid,#,department,,,123456789012,
Updating Users to Cisco CallManager

Follow this procedure to bulk-update users to Cisco CallManager.

Before You Begin

You must create a CSV file before attempting to update users.

Procedure

Step 1 Start BAT. (See Starting BAT.)

Step 2 Choose Configure > Users.

The Insert Users window displays.

Step 3 In the right corner of the window, click Update Users.

The Update Users window displays.

Step 4 From File Name drop-down list box, choose the CSV file that you created for this type of bulk transaction.

See "Creating the CSV File for Updating Users" section for instructions.

Step 5 In the Value for fields to be ignored box, enter the symbol that you will use to tell BAT that you want to keep the value previously stored in the DC directory.

If you enter "#" for the value for fields to be ignored, a CSV file like the following example tells BAT to keep the Manager field the same as previously entered in the DC directory but to overwrite User Device Profile and User Locale for this user in the DC directory and set them to blank:
userid,#,department,,,123456789012,
Step 6 If you want to set the User Device Profile as the Default Device Profile, check the Set User Device Profile as Default Device Profile checkbox.

Step 7 If you want to enable CTI Application use for all users in the CSV file, check the Enable CTI Application Use checkbox.

Step 8 In the User Locale drop-down list box, choose the language and country set 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 Cisco CallManager user windows and phones.

Note The values that you entered for User Locale in the CSV file will override the User Locale values that you specify in the user interface.

Step 9 In the User Device Profile dorp-down list box, choose the user information that you want to associate with this user.

Note The values that you entered for User Device Profile in the CSV file will override the User Device Profile values that you specify in the user interface.

Step 10 Click Update.

Related Topics

•Creating the CSV File for Updating Users

•Deleting Users from Cisco CallManager

•Adding Users to Cisco CallManager

Deleting Users

You can use BAT to delete user profiles from the Cisco CallManager database/Lightweight Directory Access Protocol (LDAP) Directory in batches, rather than individually.

Related Topics

•Updating Users to Cisco CallManager

•Adding Users to Cisco CallManager

Deleting Users from Cisco CallManager

Follow this procedure to bulk-delete users from Cisco CallManager.

Procedure

Step 1 Start BAT. (See Starting BAT.)

Step 2 Choose Configure > Users.

The Insert Users window displays.

Step 3 In the right corner of the window, click Delete Users.

The Delete Users window displays. To locate the users that you would like to delete, define the filter.

Caution If you do not define a filter, BAT deletes all users.

Step 4 In the first drop-down list box, choose a field to query such as User ID, Department, First Name, or Last Name.

Step 5 In the second drop-down list box, choose contains or is exactly.

Step 6 In the third box, which is the search field/list box, either choose or enter the value that you want to locate, such as a specific user.

Note To select users from more than one department, enter multiple departments in this field. For example, to select users from departments 12 and 34, enter 12, 34 in the third box instead of performing two operations.

Step 7 Click Add To Query button to add the defined filter to the query.

If you make a mistake, click the Clear Query button to remove the query; then, return to Step 4 and start over.

Step 8 Click View Query Result to display the records that are going to be affected.

Specify the setting that you want to update for all the records that you defined in your query.

Step 9 Click Run to delete the chosen users.

A message displays advising you of approximately how long it will take to delete the records in the Cisco CallManager database. You can cancel the transaction or click OK to continue.

Related Topics

•Adding Users to Cisco CallManager

•Updating Users to Cisco CallManager

	Bulk Administration Tool User Guide, Release 4.3(1)
	Working With Users
Bulk Administration Tool User Guide, Release 4.3(1) Index Preface Overview Installation Working With Phones, CTI Ports, and User Combinations Working With Users Working With User Device Profiles Working With Gateways and Ports Working With TAPS Troubleshooting BAT and TAPS	Download this chapter Working With Users Download the complete book PDF version of entire book (PDF - 2 MB) Table Of Contents Working with Users Adding Users Creating the CSV File for Users Creating a CSV File for Users Using BAT.xlt Creating a Text-Based CSV File for Users Adding Users to Cisco CallManager Updating Users Creating the CSV File for Updating Users Creating a CSV File for Updating Users Using BAT.xlt Creating a Text-Based CSV File for Updating Users Updating Users to Cisco CallManager Deleting Users Deleting Users from Cisco CallManager Working with Users BAT allows you to add users to Cisco CallManager and associate users to phones or CTI ports, and BAT allows you to bulk-update and bulk-delete users. This chapter describes working with users only. For information about working with user combinations, such as phones and users or CTI ports and users, see "Working with Phones, CTI Ports, and User Combinations". Use the following sections to add users, update users, and delete users: •Creating the CSV File for Users •Adding Users to Cisco CallManager •Creating the CSV File for Updating Users •Updating Users to Cisco CallManager •Deleting Users from Cisco CallManager Adding Users You can use BAT to add users to the Cisco CallManager database/Lightweight Directory Access Protocol (LDAP) Directory in batches, rather than individually. BAT can also associate CTI ports to existing users. This ability proves useful if you are adding users who will have applications that require a CTI port, such as Cisco IP SoftPhone. See Adding Phones or CTI Ports, for more information. To add users to the Cisco CallManager database/LDAP Directory in bulk, you must perform these steps: 1. Create a comma separated values (CSV) file to define individual values for each user or CTI port/user combination that you want to add. We recommend that you create the CSV file using the Excel file, BAT.xlt. 2. Use BAT to insert the CSV file to add the users to the Cisco CallManager database. Related Topics •Creating the CSV File for Users •Updating Users to Cisco CallManager •Updating Users to Cisco CallManager •Deleting Users from Cisco CallManager Creating the CSV File for Users To add users to Cisco CallManager, you must create a Comma Separated Value (CSV) file. You can create a CSV file two ways. You can use the Microsoft Excel template called BAT.xlt or create the CSV using the sample text file. Each CSV file type, such as phones, phones and users combined, and so on, provides a sample text file. However, Cisco recommends that you use the BAT.xlt template because the data is validated automatically when you export to CSV format. The BAT.xlt file provides data file templates with macros, support for multiple phone lines, and error checking, and exports the values into CSV files for phones, users, CTI ports, phone/user combinations, CTI port/user combinations, Cisco VG200 gateways, and FXS ports on Cisco Catalyst 6000 analog interface modules. For instructions on creating the CSV file, see •Creating the CSV File for Users (recommended method) •Creating a Text-Based CSV File for Users Creating a CSV File for Users Using BAT.xlt Procedure Follow this procedure to create the CSV file for bulk-adding users. BAT uses the information that you provide here to add the users to the Cisco CallManager database. Step 1 The BAT.xlt file resides on the Publisher database server. However, you normally would not have Microsoft Excel installed on the Publisher database server. In that case, you must copy the file from the Publisher database server and move it to the local machine, which must have Microsoft Excel installed. Using a floppy disk or a mapped network drive, open the path C:\CiscoWebs\BAT\ExcelTemplate on the Publisher database server and copy the file BAT.xlt to a local machine where Microsoft Excel is installed. Step 2 Double-click BAT.xlt. Step 3 When prompted, click Enable Macros button. Step 4 Click the Users tab at the bottom of the sheet to add users. Step 5 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. Caution The system treats blank rows in the spreadsheet as "End of File" and discards subsequent records. In each row, provide the following information. If you have multiple devices, several fields will appear multiple times, once for each device. •In the First Name field, enter the first name of the user to whom this phone will be issued, up to 50 characters. •In the Last Name field, enter the last name of the user to whom this phone will be issued, up to 50 characters. •In the User ID field, enter the user ID for the user to whom this phone will be issued, from 1 to 30 characters. •In the Password field, enter the password that the user needs to access the Cisco IP Phone Configuration web page, from 4 to 20 characters. Although it is considered optional in the CSV file, you must enter a password is required. You can specify the Password either on the CSV file or during file insertion in BAT. If you want to apply individual passwords for each user or groups of users, specify the password information in the CSV file. If you want to use a default password that all users can use, do not specify the password in the CSV and instead provide this information when you insert the CSV file in BAT. •In the Manager field, enter managers user ID for the user to whom this phone will be issued, up to 30 characters. •In the Department field, enter the department number for the user to whom this phone will be issued, up to 50 characters. •In the PIN field, enter the personal identification number (PIN) to be used for extension mobility, up to 20 numerals. Although considered optional in the CSV file, a PIN is required. You can specify the PIN either on the CSV file or during file insertion in BAT. If you want to apply individual PINs for each user or groups of users, specify the PIN in the CSV file. If you want to use a default PIN that all users can use, do not specify the PIN in the CSV and instead provide this information when you insert the CSV file in BAT. •In the User Device Profile field, enter the user device profile for this user and device, up to 50 characters. This profile must exist in Cisco CallManager Administration for this record to be successfully inserted to the Cisco CallManager database. You can select the user device profile from the BAT user interface. •In the User Locale field, enter the language and country set 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 Cisco CallManager user windows and phones. •In the MAC Address field, enter the MAC address for the phone to which you want this user associated, 12 characters. You should only specify the MAC address for a configured phone that already has been added to Cisco CallManager. Do not specify new phones, CTI ports, or phones added using BAT and still having the "BAT" prefix (meaning, they have not been updated in the Cisco CallManager database with the MAC address yet), in this field. •In the Directory Number field, enter the directory number for the primary extension (usually Line 1) for the phone, up to 50 numerals. •In the MAC Address2 field, enter the MAC address for any additional phone to which you want this user associated, 12 characters. Step 6 Click the Add More Devices button to enter additional MAC addresses that will be associated to a new user. Step 7 Click Export to BAT Format button to transfer the data from the BAT Excel spreadsheet into a CSV file. The system saves the file to C:\XLSDataFiles (or to your choice of another existing folder) as users#timestamp.txt where "timestamp" represents the precise date and time that the file was created. Step 8 To be accessed by BAT, the CSV file must reside on the Publisher database server. However, you normally would not have Microsoft Excel running on the Publisher database server. This step assumes that you have saved the CSV file to the local machine (not the Publisher database server). In that case, you must copy the file to Publisher database server. Using a floppy disk or a mapped network drive, copy the CSV file from C:\XLSDataFiles to the C:\BATFiles\Phones folder on the server running the Publisher database for Cisco CallManager. For information on how to read the exported CSV file, click the link to View Sample File in the Insert Users window in BAT (Configure > Users). Creating a Text-Based CSV File for Users If you do not use the BAT.xlt file for data input when adding users, you must create the comma separated values (CSV) file using lines of ASCII text with values separated by commas. If you created the CSV file using the BAT.xlt file, you can skip the follow instructions in this section. Tips Use BAT.xlt to input data because data validation is performed on that file. The CSV file provides a common textual way of providing tabular information. You can create a data file using any file format, such as Microsoft Notepad, Microsoft Word, and so on. Save the CSV file to C:\BATFiles\Phones\ on the server running the Publisher database for Cisco CallManager. Procedure To create a CSV text file for users, perform the following steps: Step 1 Open a text editor (such as Notepad) or any application that allows you to export or create a CSV file. Step 2 Using a separate line for each user, enter the values for each user that you want to add to Cisco CallManager. See Tips for Creating a Text-Based CSV File, for detailed information about the formatting you must use in the text-based CSV file. Note Do not leave blank rows in the spreadsheet. BAT interprets a blank line as the end of the file and discards any subsequent information. You can associate any number of existing devices to a new user by entering the MAC address of all the devices separated by a comma at the end of the record. You can associate a directory number to a user, even if that user does not control any device. Step 3 Save the file C:\BATFiles\Users\Insert Users on the Publisher server. Note You cannot use CSV files for users saved anywhere but C:\BATFiles\Users\Insert Users on the server running the Publisher database for Cisco CallManager for BAT inserts. Tips for Creating a Text-Based CSV File The following example format shows the field length and string types followed by an example of a CSV file for users. First Name(Mandatory, 1 to 50 characters),Last Name(Mandatory, 1 to 50 characters),User ID(Mandatory, up to 30 characters),Password(Optional, up to 20 characters),Manager(Optional, up to 30 characters),Department(Optional, up to 50 characters),PIN(Optional, up to 20 numerals),User Device Profile(Optional, up to 50 characters),User Locale(Optional, up to 50 characters)MAC Address1(optional, 12 characters),Directory Number (Optional, 1 to 50 numerals),MAC Address2(Optional, 12 characters) Tip You must specify PIN and Password values, either on the CSV file or during file insertion in BAT. If you want to apply individual PINs or passwords for each user or groups of users, specify the PIN and password information in the CSV file. If you want to use a default PIN and password that all users can use, do not specify PIN or password values in the CSV and instead provide this information when you insert the CSV file in BAT. Example John,Smith,johns,abc123de,karend,0012055,9989,johns profile,English United States,1231123245AB,9725557154,0010EB001234 You must specify delimiters even if a field is blank. Refer to the following examples and sample CSV records when creating CSV files. Example The manager is the user ID of an existing user in the Cisco IP Telephony Directory. If the manager for a user is blank John,Smith,johns,abc123de,,0012055,9989,johns profile,English United States,1231123245AB,9725557154,0010EB001234 Example You do not have to supply information for the optional fields. If only the mandatory fields are completed John,Smith,johns,,,,,,,, Example If only the mandatory fields are completed and you want to associate the user to a phone John,Smith,johns,,,,,,,1231123245AB, Example A user can control more than one device. You can add MAC addresses of additional devices at the end of the record. If the user controls only one device, a sample record can be John,Smith,johns,abc123de,karend,0012055,9989,johns profile,English United States,1231123245AB,9725557154 If the user controls three devices, a sample record can be John,Smith,johns,abc123de,karend,0012055,9989,johns profile,English Untied States,1231123245AB,9725557154,0010EB001234,0010EB432101 Adding Users to Cisco CallManager Follow this procedure to bulk-add users to Cisco CallManager. Before You Begin You must create a CSV file before you attempt to add users to Cisco CallManager. Procedure Step 1 Start BAT. (See Starting BAT.) Step 2 Choose Configure > Users. The Insert Users page displays. Step 3 In the File Name field, choose the CSV file that you created for this type of bulk transaction. Step 4 (Optional) If you want all users added in this transaction to be able to log on to a phone on behalf of someone else, check the Enable Authentication Proxy Rights checkbox. Users with authentication proxy rights enabled are considered "super users" or "admin users" who act as the single point of authentication through which all users connect for extension mobility. You must perform further configuration in Application Administration on the Cisco CRA server. Step 5 To enable use of applications such as Cisco IP SoftPhone, check the Enable CTI Application Use check box. Step 6 (Optional) In the User Default Values area, provide the following information if you have not already done so in the CSV file. •Password—Enter the password that users should provide when logging on to the Cisco IP Phone User Options web page. You should only specify a value here when you want to specify the default password for access to the Cisco IP Phone User Options web page and when you have not already specified individual passwords for each user in the CSV file. Password values specified in the CSV file take precedence over any values that you enter here. •Confirm Password—Reenter the password. •PIN—Enter the PIN that users should provide when logging in to a Cisco IP Phone 7960 or 7940 for extension mobility. You should only specify a value here when you want to specify the default PIN for extension mobility and when you have not already specified individual PINs for each user in the CSV file. PIN values specified in the CSV file take precedence over any values that you enter here. •Confirm PIN—Reenter the PIN. Note You must specify PIN and Password values, either on the CSV file or during file insertion in BAT. •User Locale—choose the language and country set 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 Cisco CallManager user windows and phones. •User Device Profile—Enter the user device profile for this user and device. The User Device Profile must exist in Cisco CallManager Administration for the Cisco CallManager database to accept this record. Step 7 Click Insert. A message displays advising you of approximately how long it will take to insert the records to the Cisco CallManager database. You can cancel the transaction if you feel it may cause performance degradation. Step 8 To insert users, click OK, or click Cancel to cancel the transaction. If you clicked OK, a Transaction Status window displays. You can click the Show Latest Status button to see the transaction in progress. When the transaction completes, you can click View Latest Log File to see a log file indicating the number of records added and the number of records failed, including an error code. For more information on log files, see Chapter 8, "Troubleshooting BAT and TAPS". Related Topics •Creating the CSV File for Users •Updating Users to Cisco CallManager •Deleting Users from Cisco CallManager Updating Users You can use BAT to update user information to the Cisco CallManager database/Lightweight Directory Access Protocol (LDAP) Directory in batches, rather than individually. To update users to the Cisco CallManager database/LDAP Directory in bulk, you must perform these steps: 1. Create a comma separated values (CSV) file to define individual values for each user that you want to update. Cisco recommends that you create the CSV file using the Excel file, BAT.xlt. 2. Use BAT to insert the CSV file to update users to the Cisco CallManager database. Related Topics •Creating the CSV File for Updating Users •Updating Users to Cisco CallManager •Adding Users to Cisco CallManager •Deleting Users from Cisco CallManager Creating the CSV File for Updating Users To update users to Cisco CallManager, you must create a Comma Separated Value (CSV) file. You can create a CSV file two ways. You can use the Microsoft Excel template called BAT.xlt or create the CSV using a program like Notepad or Microsoft Word, using the sample text file and the following instructions as reference. Each CSV file type, such as phones, phones and users combined, and so on, provides a sample text file. However, Cisco recommends that you use the BAT.xlt template because the data is validated automatically when you export to CSV format. The BAT.xlt file provides data file templates with macros, support for multiple phone lines, and error checking, and exports the values into CSV files for phones, users, CTI ports, phone/user combinations, CTI port/user combinations, Cisco VG200 gateways, and FXS ports on Cisco Catalyst 6000 analog interface modules. For instructions on creating the CSV file, see •Creating a CSV File for Updating Users Using BAT.xlt (recommended method) •Creating a Text-Based CSV File for Updating Users Creating a CSV File for Updating Users Using BAT.xlt Procedure Follow this procedure to create the CSV file for bulk-updating users. BAT uses the information that you provide here to update users to the Cisco CallManager database. Step 1 The BAT.xlt file resides on the Publisher database server. If you do not have Microsoft Excel installed on the Publisher database server, you must copy the file from the Publisher database server and move it to a local machine with it installed. Using a floppy disk or a mapped network drive, open the path C:\CiscoWebs\BAT\ExcelTemplate on the Publisher database server, and copy the file BAT.xlt to a local machine where Microsoft Excel is installed. Step 2 Double-click BAT.xlt. Step 3 When prompted, click Enable Macros button. Step 4 Click the Update Users tab. Step 5 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. Caution The system treats blank rows in the spreadsheet as "End of File" and discards subsequent records. In each row, provide the following information: •In the UserID field, enter the user ID of the user whose profile you are updating. This mandatory entry can contain as many as 30 characters. •In the Manager field, enter the user ID of the manager of whose profile you are updating. This optional field can contain as many as 30 characters. •In the Department field, enter the department number for the user whose profile you are updating. This optional field can contain as many as 50 characters. •In the User Device Profile field, enter the user device profile for this user and device. This optional field can contain as many as 50 characters. The User Device Profile must exist in Cisco CallManager Administration for the Cisco CallManager database to accept this record. •In the User Locale field, enter the language and country 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 Cisco CallManager user windows and phones. •In the MAC Address field, enter the MAC Address for this user. •In the Directory Number field, enter the directory number for the primary extension (usually Line 1) for the user's phone. This optional field can contain as many as 50 integer characters. •In the "Value for fields to be ignored" box, enter the symbol that you will use to tell BAT that you want to keep the value previously stored in the DC directory. If you enter "#" for the value for fields to be ignored, a CSV file like the following example tells BAT to keep the Manager field the same as previously entered in the DC directory but to overwrite User Device Profile and User Locale for this user in the DC directory and set them to blank. userid,#,department,,,123456789012, Step 6 Click Export to BAT format button to transfer the data from the BAT Excel spreadsheet into a CSV file. The systems saves the file to c:\XlsDataFiles (or to your choice of another existing folder) as Update_Users#timestamp.txt Step 7 For BAT to access the CSV file you created, you must save it to the Publisher database server. However, because you normally would not have Microsoft Excel running on the Publisher database server, this step assumes that you have saved the CSV file to the local machine (not the Publisher database server). In that case, you must copy the file to Publisher database server. Using a floppy disk or a mapped network drive, copy the CSV file from C:\XLSDataFiles to the C:\BATFiles\Users\Update Users folder on the server running the Publisher database for Cisco CallManager. For information on how to read the exported CSV file, click the link to View Sample File in the Insert Users window in BAT (Configure > Users). Creating a Text-Based CSV File for Updating Users If you do not use the BAT.xlt file for data input when adding users, you must create the comma separated values (CSV) file using lines of ASCII text with values separated by commas. If you created the CSV file using the BAT.xlt file, you can skip the follow instructions in this section. Tips Use BAT.xlt to input data because data validation is performed on that file. The CSV file provides a common textual way of providing tabular information. You can create a data file using any file format, such as Microsoft Notepad, Microsoft Word, and so on. Save the CSV file to C:\BATFiles\Users\ on the server running the Publisher database for Cisco CallManager. Procedure To create a CSV text file for users, perform the following steps: Step 1 Open a text editor (such as Notepad) or any application that allows you to export or create a CSV file. Step 2 Using a separate line for each update to the user, enter the values for each user attribute that you want to add to Cisco CallManager. See Tips for Creating a Text-Based CSV File, for detailed information about the formatting that you must use in the text-based CSV file. Note Do not leave blank rows in the spreadsheet. You will receive an error. Step 3 Save the file to C:\BATFiles\Users\Update Users on the Publisher server. Note You cannot use CSV files for update users saved anywhere but C:\BATFiles\Users\ on the server running the Publisher database for Cisco CallManager for BAT inserts. Tips for Creating a Text-Based CSV File The following example format shows the field length and string types followed by an example of a CSV file for users. UserID(Mandatory, 1 to 30 characters),Manager(Optional, up to 30characters, must use existing ID in global directory),Department(Optional, up to 50 characters),User Device Profile(Optional, up to 50 characters),User Locale (Optional, up to 50 characters),MAC Address(Optional, up to 12 characters),Directory Number (Optional, up to 50 characters) Timesaver You can keep values that were previously stored in the DC directory. To retain your previously entered values, refer to "Retaining Stored Values" section. Example johns,Daviss,123,johnProfile,English United States,8612113425AC,9725557154 You must specify delimiters even if a field is blank. Refer to the following examples and sample CSV records when creating CSV files. Example The manager is the user ID of an existing user in the Cisco IP Telephony Directory. If the manager for a user is blank johns,,123,johnProfile,English United States,8612113425AC,9725557154 Example Enter your preferred language first, followed by the country. Use the following three examples as a guide: English United States, French France, German Germany Example You do not have to supply information for the optional fields, if only the mandatory fields are completed. If you have stored the optional fields previously in the DC directory, leaving them blank here will reset the values to blank. See "Retaining Stored Values" section for information on keeping previously stored values. John,Daviss,123,johnProfile,,, Retaining Stored Values Follow this procedure to keep values that were previously stored in the Cisco CallManager database. Step 1 Start BAT. (See Starting BAT.) Step 2 Choose Configure > Users. The Insert Users window displays. Step 3 In the right-hand corner of the window, click Update Users. The Update Users window displays. Step 4 Note the value in the Value for fields to be ignored box. You entered this value while performing "Updating Users to Cisco CallManager" section. If you have not completed the "Updating Users to Cisco CallManager" section, decide what you want to enter into the Value for fields to be ignored box and use the same symbol here. Step 5 Enter the value from the Value for fields to be ignored box into the CSV file. For example, if you entered "#" in the Value for fields to be ignored, a CSV file like the following example tells BAT to keep the Manager field the same as previously entered in the DC directory but to overwrite User Device Profile and User Locale for this user in the DC directory and set them to blank. userid,#,department,,,123456789012, Updating Users to Cisco CallManager Follow this procedure to bulk-update users to Cisco CallManager. Before You Begin You must create a CSV file before attempting to update users. Procedure Step 1 Start BAT. (See Starting BAT.) Step 2 Choose Configure > Users. The Insert Users window displays. Step 3 In the right corner of the window, click Update Users. The Update Users window displays. Step 4 From File Name drop-down list box, choose the CSV file that you created for this type of bulk transaction. See "Creating the CSV File for Updating Users" section for instructions. Step 5 In the Value for fields to be ignored box, enter the symbol that you will use to tell BAT that you want to keep the value previously stored in the DC directory. If you enter "#" for the value for fields to be ignored, a CSV file like the following example tells BAT to keep the Manager field the same as previously entered in the DC directory but to overwrite User Device Profile and User Locale for this user in the DC directory and set them to blank: userid,#,department,,,123456789012, Step 6 If you want to set the User Device Profile as the Default Device Profile, check the Set User Device Profile as Default Device Profile checkbox. Step 7 If you want to enable CTI Application use for all users in the CSV file, check the Enable CTI Application Use checkbox. Step 8 In the User Locale drop-down list box, choose the language and country set 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 Cisco CallManager user windows and phones. Note The values that you entered for User Locale in the CSV file will override the User Locale values that you specify in the user interface. Step 9 In the User Device Profile dorp-down list box, choose the user information that you want to associate with this user. Note The values that you entered for User Device Profile in the CSV file will override the User Device Profile values that you specify in the user interface. Step 10 Click Update. Related Topics •Creating the CSV File for Updating Users •Deleting Users from Cisco CallManager •Adding Users to Cisco CallManager Deleting Users You can use BAT to delete user profiles from the Cisco CallManager database/Lightweight Directory Access Protocol (LDAP) Directory in batches, rather than individually. Related Topics •Updating Users to Cisco CallManager •Adding Users to Cisco CallManager Deleting Users from Cisco CallManager Follow this procedure to bulk-delete users from Cisco CallManager. Procedure Step 1 Start BAT. (See Starting BAT.) Step 2 Choose Configure > Users. The Insert Users window displays. Step 3 In the right corner of the window, click Delete Users. The Delete Users window displays. To locate the users that you would like to delete, define the filter. Caution If you do not define a filter, BAT deletes all users. Step 4 In the first drop-down list box, choose a field to query such as User ID, Department, First Name, or Last Name. Step 5 In the second drop-down list box, choose contains or is exactly. Step 6 In the third box, which is the search field/list box, either choose or enter the value that you want to locate, such as a specific user. Note To select users from more than one department, enter multiple departments in this field. For example, to select users from departments 12 and 34, enter 12, 34 in the third box instead of performing two operations. Step 7 Click Add To Query button to add the defined filter to the query. If you make a mistake, click the Clear Query button to remove the query; then, return to Step 4 and start over. Step 8 Click View Query Result to display the records that are going to be affected. Specify the setting that you want to update for all the records that you defined in your query. Step 9 Click Run to delete the chosen users. A message displays advising you of approximately how long it will take to delete the records in the Cisco CallManager database. You can cancel the transaction or click OK to continue. Related Topics •Adding Users to Cisco CallManager •Updating Users to Cisco CallManager
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