Bulk Management

This feature allows the user to upload multiple devices quickly into One Touch Dial.

Bulk Device Management

Prerequisite

Collect all the device information to load, in one of the following formats:

• Comma-separated values (CSV)
• Tab-separated values (TSV)
• Copy/paste directly from a spreadsheet application

Note: The first row must be a header row using any of the following field names; name, make, calendar_account, credentials_username, credentials_password, and push_to_host (Cisco only).

Field Name Rules and Accepted Values

Column	Required	Acceptable Values
make	TRUE	'groupseries', 'centro', 'medialign', 'immersivestudioflex', 'trio', 'debut', 'hdx', 'tms', 'cts'
name	FALSE	String, max 50 characters
calendar_account	TRUE	Valid e-mail address. Max 250 characters.
credentials_domain	FALSE	String, max 75 characters
credentials_username	Required for Cisco only	Required for tms/cts only. Will be generated for other makes. String max 75 characters.
credentials_password	Required for Cisco only	Required for tms/cts only. Will be generated for other makes. String max 1000 characters.
push_to_host	Required for Cisco only	Required for tms/cts only. FQDN or IP address. Max 250 characters.
relay_zone	FALSE	Alphanum max 30 characters
use_relay	Option for Cisco endpoints only	TRUE or FALSE for Cisco endpoints. Not allowed on other makes and must remain blank or set to FALSE.

Add a Bulk Upload

Procedure

1. In the Devices tab, click the Bulk Management button.
2. Select the Upload Device CSV button.
   
3. Browse to select the file containing the device information, and click Open.
   Or
   Copy the device information (with Notepad, or other) from a spreadsheet, and paste into the provided field.
4. The information will display in the Review Data section. Review and click Submit Data.
5. The results will display "Successfully added # device." or an error.
6. Click The Download Device Security Credentials if needed.
   Note: This option to download the Security Credentials will not be available again.
7. Click Start Another Bulk Upload to perform another upload.

Prior Bulk Uploads

All previous uploads are listed on this tab, along with information of the upload. The user can view, and delete this upload if needed.

Procedure

1. In the Devices tab, click the Bulk Management button.
2. Click the Prior Bulk Uploads tab.
3. All the previous uploads are listed.
4. Click the icon next to the upload to view the details of the upload.
5. The upload can be deleted, by clicking the red delete icon. Click Delete to confirm.