Specifications

ShoreTel 9.1 Page 147
Call Manager – Contact Import
Introduction
ShoreTel 9 Call Manager supports the import of data records from CSV or XML files for
display in the Directory Viewer. The CSV and XML files contain lists of personal contacts
and are formatted specifically for integration with Call Manager.
The CSV and XML files are not modified by the import process, nor are the contacts
permanently added to the user’s Call Manager database.
Description
Call Manager caches CSV or XML file contents at start-up and after each file change. The
data is available in the Directory Viewer, Contacts Viewer, and QuickDialer. Call Manager
reports errors during the cache process to the user and in log files. Call Manager receives
records from all properly formatted CSV and XML files in the target directory.
Implementation
The following sections describes the steps required for Call Manager to import records
from a data file. File Properties on page 149 describes the properties of CSV and XML
import files.
Editing the Registry
Call Manager reads data files located in a directory specified by the following registry key:
Location: HKEY_CURRENT_USER\Software\Shoreline Teleworks\ShoreWare Client
Key: ContactImportLocation.
The value in this registry is a string. The default value of this key is a string that points to
the Contacts directory in the user profile directory:
C:\Documents and Settings\username\Application Data\ ShoreWare Client\Contacts
The registry entry can point to a PC location or a server path.
WARNING Windows registry changes are effective immediately, and backups are not
created automatically. Only experienced personnel should attempt registry changes.
Figure 76 displays the registry editor after insertion of the ContactImportLocation key. This
registry is set up such that Call Manager will import records from CSV and XML files
located in Bonnie Hopkin’s CM_Import folder
Placing the File
Properly configured CSV and XML files placed in the folder specified by the
ContactImportLocation key are immediately cached to Call Manager. Changes to these files
are visible when the edited file is saved.
When a file is removed from the folder, the contacts listed in that file remain in the
Directory Viewer until Call Manager is exited. Contacts removed from a file also remain in
the Directory Viewer. When Call Manager is started again, all records removed by contact
deletion or file removal do not appear in the Directory Viewer.