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: 0=Not assigned. 1=Assigned. Must be the converse of the On-Demand License setting.
On-Demand License	Yes	On-demand Recording license allocation: 0=Not assigned 1=Assigned Must be the converse of the Unlimited License setting.
Screen Recording License	No	Screen Recording license allocation: 0=Not assigned 1=Assigned
Windows Login		Windows domain login ID in DOMAIN\Username format.
SIP URI	Only for Microsoft SFB, Microsoft Teams and SipRec 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.