SMGR User Upload query

[msk69]

I have downloaded the excel file from SMGR required to upload bulk users. The excel file have many columns. Wanted to know which column must be filled to upload the bulk users successfully?
As i dont have all information as required in the excel file so i tried to filled out the user name/ext but file upload gave error.

 

[ZeroZeroOne]

Your best starting point is to build a User manually in System Manager, then Export that User. You will then have nearly all the information ready to copy-paste for each additional user.

Some other things to consider:

User Provisioning Rules, Phone and Agent Templates are your friend so you don't have to cut and paste everything.

If you have a spreadsheet with columns of "first name", "Last Name", "Extension", and "Email Address" then you can pretty much go populate everything in the import file.
Create a 4th column and concatenate the Email Address with a Profile Name "#Primary". This will be used to identify components on different tabs.

Fields that are Required for SIP Endpoints

Basic Tab
[ul]
[li]Last Name[/li]
[li]First Name[/li]
[li]Login (I typically assign the user's corporate email address - user@company.com since it must be unique. You can also use [extension]@domain.com)[/li]
[li]Communication Password (used for phone login)[/li]
[/ul]
Profile Set Tab
[ul]
[li]Login Name (same from Basic Tab)[/li]
[li]Name (Name of the Profile. If only one, use "Primary". Additional Profiles are optional - "AgentID", for example)[/li]
[li]Is Default (true for the Primary Profile. Additional profiles would be "false")[/li]
[/ul]
Handle Tab
[ul]
[li]Login name (This becomes the Login (email address) with #[profile name] - user@company.com#Primary)[/li]
[li]Handle (SIP Handle - extension or E.164, used to log in the SIP phone)[/li]
[li]Type (SIP or E.164, usually)[/li]
[li]Domain (company's SIP domain - company.com)[/li]
[/ul]

Session Manager Profile Tab
Just about everything is required except for Conference Factory Set and Survivability Server, but fill those in if your system has them.

CM Endpoint Profile Tab
[ul]
[li]Login Name (user@company.com/#Primary)[/li]
[li]Type (CM)[/li]
[li]System (CM Name in System Manager)[/li]
[li]Use Existing Endpoint (false. Set true only if the Station exists in CM but not assigned to a user)[/li]
[li]Extension (same as used in the Handle)[/li]
[li]Template (If you created a template all other fields will be populated based on the template. Otherwise, you'll need to fill in the remaining columns)[/li]
[/ul]

This should be enough to get you started. You can fill out other Tabs as necessary but again, Export a User that is exactly the way you want it to get a starting point.

 

[msk69]

Thanks Bro, for the tip.
I will follow the steps.