CallRex Call Recording Version 3.7 Administrator's Manual: Configure Users - Telrex Manuals

Download a PDF version of the CallRex Version 3.7 Administrator's Manual.

In this section:

• Importing User Details
• Exporting User Details

Importing User Details

The Import feature allows you to import the details of multiple users using a .CSV file. This is useful when you are editing information of multiple users or moving users from one computer to another.

CSV Fields

The following table provides an overview of the .CSV fields.

Field	Mandatory	Screen	Description
First Name	Yes	User Info dialog box	First name of the user
Last Name	Yes	User Info dialog box	Last name of the user
Extension	Yes	User Info dialog box	Any extension number assigned to the user's phone.
User ID	No	None. Unique database value	Must be empty to add user as a new user.
Agent ID	No	User Info dialog box	Identifation name or number of the user.
Department Name	No	User Info dialog box	Name of the user's department.
User Name	Yes	User Info dialog box	Assigned user name.
Password	Yes	User Info dialog box	User password.
Security Profile Name	No	Configure > Users	Security profile to be assigned to the user.
Group Profile Name	No	Configure > Users	Security profile to be assigned to the user.
Phone IP/Mac Address	No	User Info dialog box	IP or Mac address of phone.
Is User Active	Yes	User Info dialog box	Make the user active or inactive 0=Inactive 1=Active
Recording Service IP Address	Yes	User Info dialog box	IP address of the machine hosting recording service.
Unlimited Limited	Yes	Configure > User	Unlimited recording license allocation. 0=Not assigned 1=Assigned
On-Demand License	Yes	Configure > User	On-demand recording license allocation. 0=Not assigned 1=Assigned
Multi-Media License	No	Configure > User	Multi-Media license allocation. 0=Not assigned 1=Assigned
Multi-Media Computer IP/Name	No	User Info dialog box	Name or IP address of machine hosting the Multi-Media services.
Exchange Email Address	No	User Info dialog box	Email address for sending the notification alerts.
SIP URI	Only for Microsoft OCS 2007 PBX	User Info dialog box	Session Initiation Protocol Unifor 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)

Note: The SIP URI field is required only if the PBX type is Microsoft OCS 2007.

For more information, refer to the CallRex Bulk User Management Guide.

To import multiple users detail:

1. Select Configure > Users in the navigation pane.




2. Click Import. the Open dialog box opens.




3. Browse to select the .CSV file and click Open. The CallRex Import Progress dialog box opens.



The processed record details are displayed. Any record that cannot be validated is skipped and an error message is displayed. A summary is also displayed at the end in the Result window, which shows the Total Records, Imported Records, and Skipped Records.


4. Click OK. All of the successfully imported user details are displayed in the Users list.

Exporting User Details

The export functionality allows you to export the user details in a .CSV file format.

To export users:

1. Select Configure > Users in the navigation pane.




2. Click Export. The Save As dialog box opens.By default, the Export feature saves the file with a .CSV extension.
3. Enter a name in the File Name field and click Save. The CallRex Export Progress dialog box opens. A message is displayed with the number of records exported successfully to the .CSV file.




4. Click OK to finish.

Note: when existing user information is exported, the User ID field contains a unique value that identifies the user in the CallRex database.

Return to manual index | Next section: Configuring Users (continued)