HOWTO: Editing an IP Office configuration in Excel
Kyle L Holladay, Sr
Many items in your IP Office configuration can be edited directly in the configuration.csv file outside of the Manager application saving a large amount of time. This guide will provide basic information on how to export your configuraiton.csv and edit select User information. Until you are comfortable with this method I would suggest that you limit its use to a lab environment
Note: You MUST NOT add nor delete any records when using this method. (i.e. you cannot add/delete an extension, user, incoming call route). You must create all records in Manager before doing your Export. You can then modify the information associated with that record using the method below.
Example of changing your Users
In Manager select File>Import/Export>Export
Select “Configuration All of the Configuration” and click [OK]
Open the Configuration.csv in Excel
Delete all rows up to “User_Info_Start”
Delete all rows after “User_Info_End”
You can now modify your columns as needed. Most of the columns headers are self explanatory but here are the ones that you will change most often.
| US_Name | Username (15 characters maximum) |
| US_Fullname | Full Name |
| US_Password | Application (i.e. Phone Manager) password (This field is encrypted in 4.2 so set it in manager for one user to say 1234 then copy past to other users) |
| US_Extension | Extension Number |
| US_ForwardOnBusy | Forward on Busy TRUE/FALSE – Requires entry in US_ForwardBusyNumber |
| US_ForwardonNoAnswer | Forward on No Answer TRUE/FALSE – Requires entry in US_ForwardBusyNumber |
| US_ForwardUnconditional | Forward Unconditional TRUE/FALSE – Requires entry in US_ForwardNumber |
| US_ForwardNumber | Forwarding Number for US_ForwardUnditional (Call Forward Unconditional) |
| US_FOrwardBusyNumber | Forwarding Number for USForwardOnBusy US_ForwardOnNoAnswer |
| US_DoNotDistrub | Do Not Disturb TRUE/FALSE |
| US_VoiceMailEmail | Email address for voicemail to email |
| US_VoiceMailReception | 0 DTMF Breakout (personal operator) |
| US_VoiceMailEmailMode | 0=Off, 1=Copy, 2=Forward, 3=Alert |
| US_ShortCodes | EDITING THIS FIELD IS NOT SUGGESTED. |
| US_DialInSourceNumbers | Source Numbers. (e.g. V201|H200| NOTE: Must end with | ) |
| US_LoginCode | Hot Desk login code (This field is encrypted in 4.2 so set it in manager for one user to say 1234 then copy past to other users) |
| US_ExDirectory | Exclude from directory 0=No, 1=Yes/Exclude |
| US_ForceLogin | Enable Force Login |
| US_Right | User Rights profile name |
| US_BusyOnHeld | Busy on Held TRUE/FALSE (No more annoying Clear ‘Busy On Held’ for this user? prompts) |
| US_AnswerPreSelect | Enable Answer Preselect TRUE/FALSE |
| US_ReserveLastCA | Enable Reserve Last CA TRUE/FALSE |
After making your changes you will save the spreadsheet as a .csv. Excel should give you an error “Configuration.csv may contain features that are not compatible with CSV…” this is normal. Say YES to keep the .csv format and leave out the incompatible features.
Open the document in Notepad. You will notice that the “User_Info_Start” and “User_Info_End” lines have a series of trailing commas (e.g. User_Info_Start,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,) Delete all of the commas from these two lines and save the file.
In Manager select File>Import/Export>Import to import the new changes.
You’ll note that the actual changes that are applied by the User Rights may not show up properly at this point. Simply save the configuration and re-open it in Manager.
This method is especially helpful in changing Extension ID for IP extensions, adding incoming call routes that are out of sequence, etc. Just remember that you will need to create the extension, incoming call route, etc. in Manager before you export and then modify the entry in the .csv.
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