In System Manager, you can import and export user profiles in bulk by using an Excel file and an XML file. To import data in bulk, provide an XML file or an Excel file as input that System Manager supports. When you export the data from the System Manager web console, the system exports the data to an XML file and an Excel file that System Manager supports.

Microsoft Office Excel 2007 and later support bulk import and export in the .xlsx format. You can download the Excel file from the User Management page.

Importing and exporting in bulk by using the Excel template provides the following features:

• Supports the following types of user information:

  • Basic. The identity attributes of the user that include user provisioning rule name for the user, the tenant, and organization hierarchy details

  • Profile Set. Entries for all communication profile sets for all users

    The Profile Set sheet contains an entry for each communication profile set for a user. The user must set only one communication profile set as true for a user in the Is Default column. The value true indicates that the communication profile set of the user is the default.

  • Handle. The communication address of the user

  • Session Manager profile

  • Avaya Breeze® platform profile

  • CM Endpoint profile with all attributes of the station communication profile

  • CM Agent profile with all attributes.

  • Messaging profile

  • Avaya Messaging profile

  • IP Office Endpoint profile

  • CS 1000 Endpoint profile

  • Presence profile

  • Work Assignment profile

  • Avaya Meetings Server profile

• Supports more than one communication profile set.

• Supports the creation, updation, and deletion of the user by using the same Excel file. However, you can only perform one operation at a time.

• For updation, supports only the partial merge operation.

  Bulk import and export by using Excel does not support complete or partial replace of the user for imports in bulk.

Bulk import and export by using Excel supports a subset of user attributes that XML supports. For example, Excel does not support user contacts, address, and roles.

The Excel file

The sample Excel file contains the sample data of some key attributes of the user. The Excel file provides a description of header fields. When you download the Excel template from the User Management page, the values remain blank. To use the Excel file, export some users for reference in an Excel file.

The login name in the Basic worksheet is the key attribute that you use to link the user records in other worksheets.

The login name of the user and the profile set name in the Profile Set worksheet are used to link to the user records in other worksheets for that user profile.

• Although you can edit the header fields in the Excel template, do not change any details of any headers in the worksheets. The import or export might fail if you change the details of the header.

• Do not change the column position in the Excel file or the structure of the Excel template.

• Do not sort the data in worksheets.

CM Endpoint communication profile

The Excel file contains all attributes for the CM station endpoint profile that are spread in different worksheets. The parent sheet provides a link to the same user profile record in the child worksheet. The link points to the first record in the child sheet if the user profile contains multiple records in the child worksheet.