Cisco Unified MeetingPlace Release 8.0 -- Importing Data into Cisco Unified MeetingPlace

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Latest revision as of 16:54, 2 July 2010

Main page: Cisco Unified MeetingPlace, Release 8.0

Up one level: Configuration



Contents

Requirements for Importing Data

These requirements apply to user groups, user profiles, video terminal profiles, and meetings:

  • Import files must use the comma-separated value (CSV) format.
  • The first or second line of the import file contains header fields that specify the order in which data appears in all subsequent lines. The header fields can be in any order.
If the second line contains the header fields, the first line of the import file contains the product version information, which must exactly match the first line of an equivalent export file from the same Cisco Unified MeetingPlace system.
  • All subsequent lines of the import file contain the actual data. The data must appear in the order specified in the first line of the import file.
  • Each import file must contain the required headers specified in Table: Required Headers in Import Files. For all optional header fields that are not included in the import file, the system uses the default value for the import data.


Table: Required Headers in Import Files
Type of Import File Purpose Required Header Fields

User groups

Adding or deleting

User profiles

Adding

Deleting

Video terminal profiles

Adding

Deleting

Meetings

Scheduling or canceling


  • If you are importing data that was previously exported, the field values must retain any leading zeros (0) that were in the original export file.
    • If you lose the leading zeros, you will see import errors. For example, if you try to import user profiles whose group numbers are missing leading zeros, import errors will indicate that the user group cannot be found.
    • Note that some spreadsheet applications, such as Microsoft Excel, automatically delete leading 0s from cells that the application formats as numbers. See the documentation for your spreadsheet application to make sure that all fields are treated as text instead of numbers.
  • All values in the import file must be valid. Otherwise, the import file might introduce incorrect relationships in the database and cause erratic system behavior. For descriptions of available import fields, see these sections of the Raw Data Export and Import Specifications for Cisco Unified MeetingPlace module:
  • These notes apply to the import file:
    • Any spaces placed at the beginning or end of a value are deleted during the import process unless the value and the leading or ending spaces are enclosed in double quotation marks (" "). Spaces within a value, for example in Tech Support for a billing code, are imported without being deleted.
    • Any commas used in a value must be enclosed in double quotation marks, such as using "Smith, John" for a user ID.
    • All text is case insensitive.
Related Topics


How To Import Data


Preparing the Export File for Import

Care should be taken when opening a Cisco Unified MeetingPlace export file using Microsoft Excel, which by default removes any leading zeros (0) in the data and results in import errors.


Use these instructions to preserve leading 0s in the data using Microsoft Excel 2007.


Before You Begin


Procedure
  1. Select Data > From Text.
  2. Open the .CSV export file, which launches the File Import Wizard.
  3. During Step 3 of the File Import Wizard, you can choose the Data Format for each column. By default, Microsoft Excel uses General formatting, which removes all leading 0s. Make sure you do the following:
    1. Select the column for numbers.
    2. Under Column Data Format, select the Text radio button.
    3. Repeat this procedure for any other columns. When finished make sure to verify data.


Setting Up an Import File

Before You Begin


Procedure
  1. Use a spreadsheet application, such as Excel, to open a previously exported file.
  2. In the spreadsheet application, the required headings are listed in the second row, and the data is listed in all subsequent rows. Perform one of these actions:
    • If you are modifying existing entries, delete the rows that you do not want to modify. Do not delete the first two rows.
    • If you are adding entirely new entries, delete all rows except the first two rows.
  3. Enter or modify the information in the appropriate fields.
    Caution! Make sure that all values in the import file are valid. Invalid entries in the import file might introduce incorrect relationships in the database and cause erratic system behavior.
    If you are unsure about what to enter in any field, we recommend that you delete that entire column (unless it is a required field). For descriptions of each field, see these sections of the Raw Data Export and Import Specifications for Cisco Unified MeetingPlace module:
  4. Save and close the file.


Related Topics

Adding or Editing User Groups by Import

Before You Begin


Restriction

If the import file contains the tzcode header field, all user groups in the import file must have a valid entry for the field. For any invalid or blank tzcode values, the associated user group is not imported, and an error is logged.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import User Groups.
  3. Enter values in the fields.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.


Related Topics


What To Do Next

Proceed to Updating All Groups in the Configuring the Cisco Unified MeetingPlace Web Server for Optimal Data Storage module if you want the new or modified user group settings to take effect immediately. Otherwise, any changes or additions you make will take effect after the next Replication Service update, which occurs nightly.


Deleting User Groups by Import

Note: If you want to delete user groups one at a time, see the Deleting a User Group.


Before You Begin
  • Create the import file. See the Setting Up an Import File.
  • Make sure that the import file contains only the user groups that you want to delete.


Restrictions


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import User Groups.
  3. Enter values in the fields.
    • In the Action to perform field, select "Delete groups from system."
    • Ignore the Overwrite duplicate information field. Its value does not affect the process.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.
Related Topics

Adding or Editing User Profiles by Import

You can import user profiles by using a spreadsheet in CSV text file format. This option can be useful for:

  • Making minor changes to a large number of user profiles, such as globally changing the domain name in all email addresses.
  • Company mergers or initial setup of user profiles when Directory Service is not an option.


Before You Begin


Restrictions
  • You cannot use the import process to modify the User ID (uid) or the Profile number (prfnum) of existing user profiles in the database.
  • If the import file contains the tzcode header field, all user profiles in the import file must have a valid entry for the field. For any invalid or blank tzcode values, the associated user profile is not imported, and an error is logged.
  • If the import file contains the grpnme, grpnum, or both header fields, all user profiles in the import file must have a valid entry for each included field. Specifically:
    • Import user groups before you import user profiles.
    • If any grpnme and grpnum fields are left blank in the import file, the associated user profiles are not imported, and an error is logged.
    • If any user groups that are specified in the grpnme and grpnum fields do not already exist in the Cisco Unified MeetingPlace database, the associated user profiles are not imported, and an error is logged.
  • If the import file does not contain the grpnme or grpnum header fields, the imported user profiles are automatically assigned to the preconfigured System User Group.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import User Profiles.
  3. Enter values in the fields.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.


Related Topics
What To Do Next

Proceed to Updating All User Profiles in the Configuring the Cisco Unified MeetingPlace Web Server for Optimal Data Storage module if any of these apply to you:

  • You want new user profiles to be available immediately for meeting invitations.
  • You want modified user profile settings to take effect immediately.


Otherwise, any changes or additions you make will take effect after the next Replication Service update, which occurs nightly.


Deleting User Profiles by Import

Before You Begin


Restrictions
  • (Cisco WebEx integration only) Deleting user profiles on Cisco Unified MeetingPlace does not disable access to Cisco WebEx. You must also deactivate those users through the Cisco WebEx Site Administration.
  • You cannot delete the preconfigured admin, guest, or recorder user profiles, nor can you delete the user profile with which you are currently signed in.
  • If the import file contains the grpnme or grpnum header fields, all user profiles in the import file must have a valid entry for the field. For any invalid or blank values, the associated user profile is not deleted by import.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import User Profiles.
  3. Enter values in the fields.
    In the Action to perform field, select Delete users from system.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.
Related Topics

Adding or Editing Video Terminal Profiles by Import

You can import video terminal profiles by using a spreadsheet in CSV text file format.


Before You Begin


Restrictions
  • You cannot use the import process to modify the user ID (uid), profile number (prfnum), or video terminal ID (videoTermId) of existing VTPs in the database.
  • If the import file contains the tzcode header field, all VTPs in the import file must have a valid entry for the field. For any invalid or blank tzcode values, the associated VTP is not imported, and an error is logged.
  • If the import file contains the grpnme, grpnum, or both header fields, all VTPs in the import file must have a valid entry for each included field. Specifically:
    • Import user groups before you import VTPs.
    • If any grpnme and grpnum fields are left blank in the import file, the associated VTPs are not imported, and an error is logged.
    • If any user groups that are specified in the grpnme and grpnum fields do not already exist in the Cisco Unified MeetingPlace database, the associated VTPs are not imported, and an error is logged.
  • If the import file does not contain the grpnme or grpnum header fields, the imported VTPs are automatically assigned to the preconfigured System User Group.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Video Terminal Profiles.
  3. Enter values in the fields.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.


Related Topics


What To Do Next

Proceed to Updating All Video Terminals in theConfiguring the Cisco Unified MeetingPlace Web Server for Optimal Data Storage module if any of these apply to you:

  • You want new VTPs to be available immediately for meeting invitations.
  • You want any modified VTP settings to take effect immediately.


Otherwise, any changes or additions you make will take effect after the next Replication Service update, which occurs nightly.

Deleting Video Terminal Profiles by Import

Before You Begin


Restriction

If the import file contains the grpnme, grpnum, or both header fields, all VTPs in the import file must have a valid entry for the field. For any invalid or blank values, the associated VTP is not deleted by import.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Video Terminal Profiles.
  3. Enter values in the fields.
    In the Action to perform field, select Delete video terminal profiles from system.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.


Related Topics

Adding Video Types by Import

Before You Begin

Find the previously exported video types file.


Restrictions
  • You can import video types only if the Type of media server is set to Express Media Server. You cannot import, add, or delete video types when the Type of media server is set to Hardware Media Server, even if you manually change the mode to hardware in the xml file.
  • You cannot edit default video types when importing even if you select the overwrite function; importing does not change the default video types.
  • If import overwrite duplicate information is set to No and you try to import a video type with the same ID and name as an existing video type on the system, the system skips this video type and retains the existing information. If, however, the ID is the same but the name is different, the system changes the name.
  • If import overwrite duplicate information is set to Yes and you try to import the video type with the same name and ID as an existing video type on the system, the system updates that video type with values from the import file.
  • The system supports a maximum of 50 video types.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Video Types.
  3. Enter values in the fields.
    In the Action to perform field, select Add video types to system.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.


Related Topics

Deleting Video Types by Import

Before You Begin


Restrictions
  • The system prevents you from deleting video types that are currently assigned to profiled users or groups.
  • The system prevents you from deleting the default video types that are preconfigured on the system during installation.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Video Types.
  3. Enter values in the fields.
    In the Action to perform field, select Delete video types from system.
  4. Select Execute.
  5. Select OK to confirm your request to import records.
  6. The system displays the import status and provides a link to the import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the import log can no longer be viewed or retrieved.


Related Topics

Importing Remote Servers

Before You Begin

Find the previously exported remote servers file.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Remote Servers.
  3. Enter the filename or select Browse to find the system configuration file.
  4. Choose whether to overwrite duplicate information.
  5. Select Execute.


Related Topics


Importing Meeting Categories

Before You Begin

Find the previously exported meeting categories file.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Meeting Categories.
  3. Enter the filename or select Browse to find the system configuration file.
  4. Choose whether to overwrite duplicate information.
  5. Select Execute.


Related Topics


Scheduling Meetings by Import

Use this procedure to schedule meetings by import. Although you can schedule meetings individually from the web user portal, you can schedule multiple meetings at one time by following this procedure.


Before You Begin

Create the import file. See the Setting Up an Import File


Restrictions
  • An imported meeting cannot be scheduled if any of these conditions are true:
    • The SchedulerUid field in the import file is blank, and a substitute user ID is not configured in the Scheduler user ID field on the Import Meetings page.
    • There are not enough voice or web ports available for the imported meeting.
  • If the user ID in the SchedulerUid field does not correspond to an existing user profile, the import process replaces the SchedulerUid entry with the value entered in the Scheduler user ID field on the Import Meetings page.
  • Continuous and recurring meetings are scheduled starting from the current time; meeting information from the past is not imported.
  • When recurring meetings are imported to Cisco Unified MeetingPlace, each occurrence in the import file is scheduled as an individual meeting with no recurrence pattern.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Meetings.
  3. Enter values in the fields.
  4. Select Execute.
  5. Select OK to confirm your request to import the meeting records.
  6. The system displays the import status and provides a link to the meeting import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the meeting import log can no longer be viewed or retrieved.


Related Topics

Canceling Meetings by Import

Use this procedure to use the import process to cancel meetings in the Cisco Unified MeetingPlace database. Although you can cancel meetings individually from the web user portal, you can cancel multiple meetings at one time by following this procedure.


Before You Begin

Create the import file. See the Setting Up an Import File


Restrictions

Only future instances of recurring meetings are cancelled; meeting information from the past is not imported.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import Meetings.
  3. Enter values in the fields.
    In the Action to perform field, select Cancel meetings.
  4. Select Execute.
  5. The system displays the import status and provides a link to the meeting import log:
    • Select the link to view the import log, which you can print.
    • Select OK to close the page.
    After you select OK, the meeting import log can no longer be viewed or retrieved.


Related Topics

Importing the System Configuration

Before You Begin
  • Find the previously exported system configuration file.
  • The system ignores any system configuration settings that are missing from the import file. The system displays warning messages for conditions such as missing parameters, invalid parameter values, and inconsistencies.


Procedure
  1. Sign in to the Administration Center.
  2. Select Maintenance > Import Data > Import System Configuration.
  3. Enter the filename or select Browse to find the system configuration file.
  4. Select Execute.


Related Topics


Examples of Import Files

Data Type Basic Import File Content

User groups

grpnum,Name,ContactID,CanOutdial


1,group1,username3,Yes


2,group2,username3,No

User profiles

uid,upwd,prfnum,prfpwd,fnm,lnm,phnum,ctctuid,grpnme


username1,password1,206,12345,terry,smith,5550191,username3,system


username2,password2,207,23456,robin,smith,5550192,username3,system

Video terminal profiles

videoTermName,videoTermId,videoEndPtAddStr


Sample1 Room (System calls at mtg start),1226050345261,5550111


Sample2 Room (System calls at mtg start),1226050345262,5550112

Meetings

StartDateTimeOfConf,DialableConfID,ReqLengthOfConf,allowguestoutdial


04/05/2006 14:00,12321,120,No


04/05/2006 16:00,23432,60,No



If you want to force a user to change their user password and profile PIN upon first sign-in to the system, modify wfpasswordlastchanged and vupasswordlastchanged to have "1/1/1970 0:00" entry in these columns in the spreadsheet prior to import. Make sure that you keep the full time stamp and the date format.


Related Topics

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