Text connector

Click New connector… and select Text to include it in the system. Existing connectors can be modified with Edit.

Welcome

This assistant helps with the configuration of a connector in a few simple steps.

Click Next to get to the next step.

Name and description

Regardless of the type of connector to be created, you should provide it with a unique name and a brief description that will make it possible to distinguish it from other connectors later on. Leave the description empty if the data source is to be shown automatically in the connector list.

Use the text connector to maintain users using a simple csv file.

Tip

After installing the XPhone Connect Server, you will find the example file TextConnectorSample.csv you can use as template in the programme directory.

Click Next to get to the next step.

Input file

The text file to be used must be on the XPhone Connect Server or a network drive. It is not currently possible to upload the file from another computer. The full file name including its Path on the XPhone Connect Server must be entered as the source file. If this field remains blank, the TextConnectorSample.csv file installed by default in the XPhone Connect Server programme directory is used.

Attention

For users to be created via the text connector, the entries in the ID, firstname, name and account columns of the text file must not be empty.

You can click on the button to display the XPhone Connect Server directory structure, navigate to the required csv file and select it in the field on the right.

The text file must respect the following scheme

As separators tab, comma, semicolon or space are allowed.

The first line contains the attributes, the following lines contain the user data. The order of the attributes can be any order, the attributes marked with a * in the table below must be present, otherwise the user cannot be created. # indicates a comment line. Lines starting with a # will not be imported.

The following entries are possible or necessary:

Name of column	Mandatory information	Description
firstname*	Yes	First name of the user to be created. Must be unique together with “name” within an OU.
name*	Yes	Last name of the user to be created. Must be unique together with “firstname” within an OU.
ID*	Yes	Specifies the index. Must be unique for all users. The connector recognises the users by this string.
account*		XPhone Connect Server account name, if XPhone Connect Server logon is allowed
pwd		Password for XPhone Connect Server logon
windowsaccount		Windows account name for integrated authentication, is checked against the domain
email		E-mail address
cnocompany		Business phone number, if so configured, is assigned to the user as the default line.
cnofax		Fax number
cnomobile		Handynummer
cnoprivate		Private phone number
description		Description for the user
company		Company name
department		Department of the user
salutation		Salutation
title		Title
position		Position
street		Street address
zip		ZIP/post code
city		Town
country		Country
room		Room number
user1		User-defined property 1
user2		User-defined property 2
user3		User-defined property 3
user4		User-defined property 4
LineTypeDynamic		If the line allocation is to be dynamic, true or 1 must be entered here for the respective user

Attention

Data sets containing inverted commas, e.g.:

1234;"Der Blumenladen";...

may not be imported completely.

Click Next to get to the next step.

Select target

In this window, you can specify in which location or configuration group the users are to be created in the XPhone Connect Server. To view the configuration groups, click the + symbol for the corresponding location to expand the tree.

Click Next to get to the next step.

Additional information:

User Management - Sites and configuration groups can be created here.

Scheduling

If you activate this check box, you can enter in this window that the connector should run in a scheduled manner on certain day, in certain periods and intervals.

Hint

If you specify a day, this only relates to that day, not to the next day. Example: If you specify that a connector should run every Monday from 2200 - 0600, this means that it runs every Monday from 0600 and from 2200 - 0000. It does not mean that it runs from 2200 on Monday to 0600 on Tuesday.

Click Next to get to the next step.

Login types

Integrated Windows login and/or XPhone Connect Server login can be enabled for XPhone Connect Client users (see chapter Creating / managing users). You can have the login types determined by the connector instead of maintaining these options manually for individual users or locations.

If you select the Enable integrated Windows login for users check box, Windows login is enabled for users in the XPhone Connect Server, with objectSID (AD connector) identifying the user to the Windows system. That means that a user cannot be created if the Windows login name could not be authenticated to the domain. This can be the case if the login name does not exist in the domain, the server is located in a different domain to the user to be created and not trust settings are made, or if the server was not added to a domain.

If the Enable XPhone Connect Server login for users check box is ticked, the connector uses the value in sAMAcountname (AD connector) or account (text connector) as user name.

Hint

The XPhone Connect Server login is required if you want to use XPhone Connect mobile.

You can limit these options to Newly created users. This means that changes to these options in the XPhone ConnectServer will not be reset when the connector is executed again. If you do not activate this option the login type is re-specified every time the connector is executed and changes made manually in the XPhone Connect Server are discarded.

Click Next to get to the next step.

Login types

For the XPhone Connect Server login, you have the option of selecting how the login names and passwords are to be generated.

Login name

The login name is taken from the input file - this can be done at each connector run or only once when the user is newly created.

Login password

You have the option of having a random password generated, which is sent to the user by mail. Please note that settings on the E-mail gateway are required for this.

The other options are:

• Specify the password according to the password policy.

• Form the password from the login name.

• Take the password from the input file.

Click Next to get to the next step.

Options

If you maintain the employees’ phone lines and extensions in the Active Directory, the connector can read this information and assign it to users in the XPhone Connect Server or create it again.

If the Create lines based on user telephone numbers check box is activated, all lines are created again based on the users’ telephone number. To do this, select how the lines are to be generated based on the users’ telephone number:

• regardless of whether a corresponding line is available in a telephone system.

• only if a corresponding line is available in a telephone system.

• under consideration of advanced settings for line generation.

If the Assign available lines to users based on their telephone numbers check box is activated, the connector assigns lines to users in the XPhone Connect Server that have the line address the value saved under telephoneNumber (Active Directory) or cnocompany (csv). These lines must have been created already in the XPhone Connect Server so that an assignment can be made.

When a line is created, it must be assigned a dialing parameter set and a telephone system. This is the telephone system to which the line is physically connected.

Attention

It is not possible for the telephone system to be determined automatically if multiple telephone systems are configured in the XPhone Connect Server (multi-telephone system operation) and the telephone systems all use a dialling parameter set with identical parameters for country code, area code and main phone number. In this case, you need to select under consideration of advanced settings for line creation and select the dialling parameters AND telephone systems to be considered.

Activate the additional option only once when creating the user again, if you do not want later manual changes in the XPhone Connect Server to be reset when executing the connector again.

If you want to delete lines that are no longer entered as telephone numbers for the users, activate the corresponding check box Delete lines that are no longer entered in users as telephone numbers.

Deactivate the option Enable moving of users created by the connector, if you want to move users manually later to other locations and if you do not want that they are moved back to their original location when the connector is executed again. This only affects users created by the connector, and not manually created users.

Hint

Data sets created by a connector are marked by the connector during creation (objectSid or ID). These markings are visible to other connectors.

Example:

A user is a member of the Development security group and the Accounting security group. Two connectors are set up for the two groups. The user that is in both groups is found by both connectors. In case of such constellations, only one connector should be permitted to move users. If all connectors are permitted to move users and some users are to be moved to different organisational units, this could affect the performance of the server.

Click Next to get to the next step.

Summary

Here you can see a summary of all settings made that are applied when clicking Complete. Clicking Back to the connector list will take you back to the overview.

Rules for data synchronisation

Existing (manually created) users: Users are only changed if they were created by a connector.

The settings for Windows login, XPhone Connect Server login and the default password are only relevant during the creation of a new user. These values are not changed when the connector configuration is changed. The other parameters are replicated in Active Directory if changes are made. Users are identified by their unique ID. This can be the objectSID or ID (AD or text connector), depending on the connector type. This also includes a change of the username in the Active Directory or the text file.

A connector marks users that were copied in to the XPhone Connect Server configuration. If a user was not found after more than three connector runs, the user is deleted in the XPhone Connect Server.

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