About the Import Spreadsheet

Purpose:

The Import Spreadsheet is a Microsoft Excel (.xls) worksheet that allows you to collect and record system configuration data in a single file. The .xls file can then be validated for format errors, and converted into a . Comma Separated Values. A type of database file that separates data fields with a comma.csv file for importation into the 3300 ICP database.

The spreadsheet consists of four fixed worksheets. Three of them—User and Device Configuration, Key Assignment, Telephone Directory—are used to add configuration data for new users and devices. The fourth—All Forms—is used to generate other worksheets, one for each of the importable forms in the System Admin Tool.

If you have multiple new users or devices to add, using the spreadsheet saves considerable time by eliminating the need to manually enter configuration data for each user or device in several different system forms.

You can import data from the spreadsheet during the initial configuration of a new system, or any time thereafter.

Use the Import Spreadsheet to perform the following tasks:

• Create an Import File for New Users and Devices

• Create an Import File for Telephone Directory Data

• Create an Import File for Integrated Directories

• Preview and Importing the Spreadsheet

• Troubleshoot Import Issues

• Create Profiles with the User and Device Configuration Form

For more information about the Information Spreadsheet:

• About Importing Form Data

• About Importing User and Device Data

• Obtain the Import Spreadsheet

Conditions

• To use the Import Spreadsheet you need:

• an archive application such as WinZip® installed on your client station to open the Import Spreadsheet after downloading it.

• Microsoft Excel® 97 (SR-2), Excel 2000 (SP 3), Excel 2003 (SP 2) or higher installed on your PC in order to read the Import Spreadsheet form, and to enter data to be imported to the system database.

• Import files created with an Import Spreadsheet from previous releases of the 3300 ICP are not compatible with the current release and vice versa.

• The Import Spreadsheet should only be used on PCs with North American versions of Microsoft Windows. Using the spreadsheet on non-North American versions of Windows could produce . Comma Separated Values. A type of database file that separates data fields with a comma.csv files that contain errors caused by incorrectly translated characters.

• CSV files generated by the Import Spreadsheet and subsequently modified using Microsoft Excel may cause errors when imported into the 3300 ICP. Use Windows Notepad or other text editor to edit the file or edit the original worksheet in the Import Spreadsheet and regenerate the . Comma Separated Values. A type of database file that separates data fields with a comma.csv file.

• The User and Device Configuration, Key Assignment and Telephone Directory worksheets are not listed in the All Forms worksheet and thus cannot be recreated if deleted. If deleted, you must obtain a new Import Spreadsheet.

• Importing only adds and updates existing data in the 3300 ICP database; it never deletes records.

CAUTION: If you have a multi-system site, you must complete a separate Import Spreadsheet for each system. Do not create one spreadsheet containing all new configuration data for the entire multi-system site.