Importing/Exporting Users
To save you time and effort, you can import the details of multiple users into the Quality Management Suite. 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 Quality Management 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 file name extension and format.
Quality Management 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 |
Needs to 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 Quality Management 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 |
No |
IP of phone. |
|
Is User Active |
Yes |
0=Inactive, 1=Active. |
|
Recording Service IP Address |
Yes |
-IP address of the machine hosting recording service, or -“Any” if an environment has multiple Recording Servers due to port-mirroring or multiple PBX types, or -High Availability Node Name when the Recording Server is in a High Availability environment. |
|
Unlimited License |
Yes |
Call Recording license allocation: |
|
On-Demand License |
Yes |
On-demand Recording license allocation: 0=Not assigned |
|
Screen Recording License |
No |
Screen Recording license allocation: 0=Not assigned |
|
Windows Login |
|
Windows domain login ID in DOMAIN\Username format. |
|
SIP URI |
Only for Microsoft SFB PBX |
Session Initiation Protocol Uniform Resource Identifier, written as: sip:x@y (where x is the Username or Extension and y is the domain or IP address of the host). |
|
Salt Value |
QMS 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 |
Only for Cisco SCCP |
User's secondary endpoint; recorded if dual endpoints are enabled. |
| Agent Evaluation License | No |
Agent Evaluation License allocation: 0=Not Assigned 1=Assigned |
| Supervisor License | No |
Supervisor License allocation: 0=Not Assigned 1=Assigned Note: Supervisor License is mutually exclusive with Call and/or Screen Recording License. If either the Call Recording License or Screen Recording License contain a ‘1’ and Supervisor License also contains a ‘1’, the record will not be imported. |
| Desktop Utility License | No |
Desktop Utility License allocation: 0=Not Assigned 1=Assigned |
| Is Concurrent License | No |
Indicates type of Call/Screen Recording licenses for the user: 0=Standard Licenses 1=Concurrent Licenses |
|
|
Some of the fields are included for backward-compatibility. |
Importing Users
Users with the Add/Edit Users permission in their Security Profile can import users.
To import users click the 
navigation icon and then click the Users link from the administration sub-menu. The Users tab displays containing the list of users table. To import users, complete the following steps:
- Click the
button on the action bar located at the top right of the user table. - Browse to select the .CSV file and click Open. The records are imported. All successfully imported user records are delayed in the users list.
Exporting Users
Users with the Add/Edit Users permission in their Security Profile can export users.
To export users click the 
navigation icon and then click the Users link from the administration sub-menu. The Users tab displays containing the list of users table. To export users, complete the following steps:
- Click the button on the action bar located at the top right of the user table.
- The user details are converted into CSV format and downloaded to your computer. Depending on your browser settings you may select where to download the file to, otherwise it will be downloaded to your Downloads folder.