To save you time and effort, you can import the details of multiple Users into CallRex. This is useful when you are editing multiple Users or moving them from one computer to another. Typically, you import Users from a file created by exporting them from a CallRex installation. However, as the file only contains comma-separated text, you can create it by any means and be able to import its data so long as it has a correct filename extension and format.
CallRex import/export files have a .CSV extension, and contains records consisting of the following fields:
Field |
Mandatory |
Description |
First Name |
Yes |
First name of the User. |
Last Name |
Yes |
Last name of the User. |
Extension |
Yes |
Any extension |
User ID |
No |
Must be empty to add User as a new user. When User information is exported, this field contains a unique value that identifies the User in the CallRex database. |
Agent ID |
No |
Identification name or number of the User. |
Department Name |
No |
Name of the User's department. |
User Name |
Yes |
Assigned User name. |
Password |
Yes |
Encrypted User password. |
Security Profile Name |
No |
Security profile assigned to the User. |
Recording Profile Name |
No |
Recording profile assigned to the User. |
Phone IP/Mac Address |
No |
IP or Mac address of phone. |
Is User Active |
Yes |
0=Inactive, 1=Active. |
Recording Service IP Address |
Yes |
IP address of the machine hosting recording service. |
Unlimited License |
Yes |
Call recording license allocation: |
On-Demand License |
Yes |
On-demand recording license allocation:
0=Not assigned |
Computer Recording License |
No |
Computer recording license allocation:
0=Not assigned |
Windows Login |
Only when using CallRex Computer Recording |
Windows domain login ID in DOMAIN\Username format. |
SIP URI |
Only for Microsoft OCS 2007 PBX |
Session Initiation Protocol Uniform Resource
Identifier, written as: |
Salt Value |
CallRex 4.1 and above |
Salt value for Password. |
Location |
No |
Geographic location of User |
Additional Extensions |
Only for TAPI configurations |
Comma separated list of User's other extensions. |
Lookback Enabled |
No |
1=Enabled, 0=Disabled |
Privacy Enabled |
No |
1=Enabled, 0=Disabled |
Private Extensions |
Only for Cisco SCCP |
Comma-separated list of User's extensions that aren't recorded. |
Dual Endpoints Enabled |
Only for Cisco SCCP |
1=Enabled, 0=Disabled. |
Phone IP/Mac Address 2 |
Only for Cisco SCCP |
User's secondary endpoint; recorded if dual endpoints are enabled. |
|
Some of the fields are included for backward-compatibility. |
You can export details of multiple Users to a CSV file.
To export multiple users:
In the navigation pane, click Administration > Users. The Users page is displayed.
In the action bar, click Export. The Windows Explorer Save As browser is displayed.
Enter a name in the File Name field and click Save. A message is displayed when the export is complete.
In the message, click OK.
You can import details of multiple Users from a CSV file.
To import multiple users:
In the navigation pane, click Administration > Users. The Users page is displayed.
In the action bar, click Import. The Windows Explorer Open browser is displayed.
Browse to select the .CSV file and click Open. The records are imported. During import the number of records imported and the total number to be imported are displayed in the action bar so that you can see how the import is progressing.
All successfully imported User records are delayed in the Users list.
Assigning Users to Call Recording Profiles
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