Here are some lines from the manual (sorry if it is too long).
Upload configuration
The Corporate Directory upload is configured using the predefined M1 Corporate Directory report in OTM Corporate Directory. To configure the upload:
1 From the OTM System window, select Utilities > Corporate Directory. The Corporate Directory window opens
2 In the Corporate Directory window, select the M1 Corporate Directory predefined report. You cannot add a new field, modify the existing fields, or delete any fields in this report. It is very important that you select the M1 Corporate Directory Predefined report. This report is the only report that can be uploaded to systems for use with the Corporate Directory feature.
3 Use one of the following three methods to access the report properties window:
• Double-click on the highlighted line.
• Click on the properties button in the toolbar.
• Select File > Properties.
Any of these selections display the report properties.
4 Click the General tab. The Directory Members list shows the systems that are available to configure.
5 Check the boxes corresponding to the systems from which you will be collecting data. The Data Fields and Output tabs are fixed: you cannot change the information in these tabs.
6 Click the Upload tab to configure the upload members, target systems, dialing prefix, and upload schedule.
The Upload Members frame contains a list of available Succession 1000M, Succession 1000, and Meridian 1 systems.
7 Check the boxes corresponding to the systems to which you want the corporate directory data uploaded.
Once a system is checked, a Target Selection dialog box appears with a list of available target systems.
8 In the Target Selection dialog box, check the systems from which you want to collect the corporate directory data.
9 Click OK. The Dialing Prefix frame allows you to set any access codes required when dialing between systems.
10 Click the appropriate radio button to choose whether to get the dialing prefix automatically from the system, or to set the prefix manually.
If you choose the Get Prefix Manually option, you must then use the Dialing From/To drop-down box to select your systems, and then type in the dialing prefix.
If no dialing prefix is required, such as when you are using Coordinated Dialing Plan, where no extra digits are required to call between systems, you can leave this field empty.
If you choose Get Prefix Automatically, the dialing prefix is retrieved from the system, but the upload may take longer than using the Get Prefix Manually option.
The Upload frame allows you to schedule upload of corporate directory data.
11 Determine whether you want to automatically upload data or schedule the upload to occur at a specific time:
If the Disable automatic upload and schedule upload time check box isunchecked, the corporate directory data is uploaded automatically afterthe corporate directory report is generated.
If automatic upload is not disabled, your request is sent to the scheduler queue after the report is generated. The scheduler executes the task within the next minute. If there are tasks in the queue that have a higher priority
and are scheduled to be executed at the same time, they are executed first.
If the Disable automatic upload and schedule upload time check box is checked, the Schedule button becomes enabled and you can schedule the upload to occur separately from the report generation.