System Manager Bulk Users Upload

[Nic Atkins]

I am struggling to Bulk Upload users in System Manager correctly.
I have filled in all the relevant tabs on the excel sheet after comparing against an export of an existing users BUT when the upload finishes only the identity tab is completed. The data within Communication Profile is totally empty but there are no errors on the upload either
Any assistance in what I am missing would be ideal

 

[ZeroZeroOne]

Best advice I can give is to build one User manually in System Manager. Make sure it works correctly, then Export the User.

That will give you a guide to follow and show you what the field entries look like. Basically, System Manager Bulk User Uploads are VERY SPECIFIC.
Somethings to check:

Check the Handle/Login used on each tab. The Login field on the Basic Tab is in the form of an email. I often see the extension@domain used ("1234@company.com") for example. Starting with the Handle Tab, the Login changes to "1234@company.com#Primary" and is used as the identifier on every other Tab.

Here's a list of the absolute minimal fields to be entered:

Basic Tab
[ul]
[li]First Name[/li]
[li]Last Name[/li]
[li]Login Name[/li]
[li]Communication Password[/li]
[li]Recommended: Password (SysMgr will assign one if left blank but will also show errors in the Upload results)[/li]
[li]Recommended: Language Preference & Time Zone[/li]
[/ul]

Profile Tab
[ul]
[li]Login Name (same as from Basic Tab)[/li]
[li]Name (of the Profile, Use "Primary" unless creating additional Profiles)[/li]
[li]Is Default (Use "true" unless for an additional Profile, then "false")[/li]
[/ul]

Handle
[ul]
[li]Login Name: (Use Login with Profile Name from Profile Tab: 1234@company.com#Primary)[/li]
[li]Handle: The Extension Number (1234)[/li]
[li]Type: (Typically "SIP")[/li]
[li]Sub Type: (Typically "username")[/li]
[li]Domain: (the SIP domain, not necessarily the same as the login - "company.com" or "sip.company.com" whatever is set for your network)[/li]
[/ul]

Session Manger Profile - this is where exporting a working User comes in handy since almost all fields are required.
[ul]
[li]Login Name: 1234@company.com#Primary[/li]
[li]Type: (Typically "SessionManager" - notice Upper Case letters)[/li]
[li]Primary Session Manager:[/li]
[li]Secondary Session Manager: (If used)[/li]
[li]Termination Application Sequence[/li]
[li]Origination Application Sequence[/li]
[li]Home Location: (Defined under Routing / Locations)[/li]
[li]Recommended: Max Simultaneous Devices[/li]
[li]Recommended: Block New Registration When Max Active[/li]
[li]Recommended: Enable Disable Call Log (set as "true")[/li]
[/ul]

CM Endpoint Profile - again, copying from a working User saves typing
[ul]
[li]Login Name: 1234@company.com#Primary[/li]
[li]Type: (Typically "CM")[/li]
[li]System:[/li]
[li]Use Existing Endpoint: ("False" for adding new. Set "true" if the station exists in CM but doesn't have a SysMgr User)[/li]
[li]Extension:[/li]
[li]Template: (HIGHLY RECOMMENDED - set under System Manger / Templates. Every column to the right can be filled in via the Template which saves you a ton of time.)[/li]
[li]Port: (only for digital and analog) Can be "X" if updating later[/li]
[/ul]

 

[Nic Atkins]

Thanks ZeroZeroOne - tried this and although I go through each tab on the output & copy/change the data the only tab that is populated once imported is the 1st "Basic" Tab.
In System Manager this only populates the Identity section & although the data for Session Manager profile & CM Endpoint profile is correct they do not populate
On the import settings there are no fields I can see to change this

Just frustrating really

 

[ZeroZeroOne]

It could be that now the users are already created you need to change the type of Import to "Merge" instead of "Skip".
If "Skip", the Import will... well, skip over that user. "Merge" will take the new information and add it to an existing user.

Skip - If user exists, ignore new information.
Merge - If user exists, add new information. If User does not exist, ignore new information.

 

[Nic Atkins]

Thanks - will try that