Documentation

1.0 Bulk Add Using Extension Template

Besides adding a single XSTIM extension at a time, the UCX Web-based Configuration Utility also allows the administrator to use an existing XSTIM extension as a template to create one or multiple XSTIM extensions at the same time. The new extension(s) are created with the same configuration as the template extension including items such as the extension type, number of line appearances, call waiting configuration, button configuration and others.

NOTE: It is important to first create the XSTIM extension that will be used as the template and configure it with all the desired XSTIM properties like Device Type, Number of Lines, Programmable Keys etc. See Adding an XSTIM Extension for details. If you have not configured the XSTIM properties prior to using the Bulk Add (XSTIM) process, you will have to program those properties on each individual extension.

To configure XSTIM extension(s) using an existing XSTIM extension as a template, perform the following steps:

Open the UCX Web-based Configuration Utility
From the PBX tab, select PBX Configuration
From the left side column, select Extensions
From the right hand column, select Bulk Add (XSTIM)

On the Bulk Add page, enter the number of the extension that you want to use as a template in the Template Extension field.
Enter extension numbers and/or extension ranges in the New Extension Range field
Use the dash character to define a range (e.g. 630-633), use the comma character as the separator for extension numbers and extension ranges (e.g. 620, 625, 630-633).
Press the Prepare Template button.

On the Bulk Add template page, configure extension specific values such as the Display Name and MAC Address
Once all extension specific values are properly configured, press the Create Extensions button to create the XSTIM extension(s).

1.1 Displaying Other Extension Fields

The list of fields presented on the template page is based on the configuration of the template extension.
For example, if you want the Voicemail Password and Email Address fields to be displayed, then the template extension should have both these fields configured.

If you want the Hotdesking Password field to be displayed, then configure hotdesking password for the template extension.

2.0 Migrating Extensions from M1/CS1000

Information related to extensions can be collected from a M1/CS1000 system and then imported into the UCX Server using the Bulk Add feature.

Please refer to CS1000 Extension Migration to UCX page for details.

3.0 Migrating Extensions from BCM

You can also import extension related data from a BCM and have the UCX configure the same feature set on those extensions.

3.1 Preparing the BCM Data

Before entering any data here, you must first prepare the file containing the BCM extension related data. Begin by creating and exporting a Program Record on your BCM. The file is exported as a multi-tabbed Excel spreadsheet. One of those tabs will be named Active Sets. This sheet contains the data related to the programming of the extensions that needs to be uploaded to the UCX, Some editing may be required and the single tab must be converted to a text file prior to upload. For details on how to retrieve the Programming Record from which contains the Active Sets data from a BCM, refer to Chapter 2 of Norstar/BCM to UCX Conversion Guide.

When editing the data in the Active Sets tab, it is critical not to change the order or naming of the field names used in the various sections. Any changes to the order or names will likely result in failure for the UCX to parse the data correctly.

The following shows the typical layout of the first few lines of the Active Sets data. The areas in RED are used in the BCM migration data.

In general, the other information can be left in place or deleted, and the tool will function appropriately. However, some rows of data must be deleted. These sections are:

CAP/KIM Button Programming
Details of - Restrictions

These sections MUST be deleted for every extension from Active Sets sheet. The Import Operation will FAIL if these sections are not removed.

Be sure to save the edited Active Sets Excel tab in .txt format and note the file's location.

3.2 Uploading the BCM Data

In the Template Extension field, select an existing extension from the pull-down list to use as a template. If you do not have any existing XSTIM extensions, proceed to
Adding an XSTIM Extension page to add the extension.
In the Bulk Add page in the UCX, select BCM Phone Data from the Input Type drop-down box:
Click the Choose File and navigate to the .txt file created in the previous section.
Click Prepare Template and you will be presented with a list of extensions extracted from the BCM data.
If you have added a Hotdesking password or have enabled Voicemail in the applied template, then the imported sets will be assigned passwords. The Hotdesking password will be randomly generated while the Voicemail password will be based on the UCX default format of 829+Extension (eg. 829402 for extension 402)
Make any required changes to the data, including deleting any unwanted extensions by clicking on the Trash Can icon on the desired row, and the click Create Extensions
Click Apply Changes to complete the import
You can verify the import and make any additional edits to any of the new extensions through the standard Extension (XSTIM) panel