Page 1     MasterDirectory Data Manager Version 4.3 User's Guide March 2002...
Page 2 Information in this document is subject to change without notice and does not represent a commitment on the part of Avaya Inc. The software described in this document is furnished under a license agreement or non-disclosure agreement. The software may be used or copied only in accordance with the terms of the agreement.
Page 3: Table Of Contents
Contents Chapter 1: Introduction ........................1 What is MasterDirectory?........................1 Organization of this User's Guide ......................3 User Responsibilities ..........................4 Conventions ............................4 Getting Help ............................4 Chapter 2: Getting Started ......................5 Overview..............................5 Starting MasterDirectory........................6 MasterDirectory Components ......................6 The Toolbar ............................6 Chapter 3: Working with Directories ..................9...
Page 4 Setting the Format of the Timestamp Field for a Directory............41 Changing the Parameters of the Fields in a Directory..............42 Creating Indexes ..........................44 Setting the Display Sort Order .......................46 Setting the Fields Displayed in the MasterDirectory Window.............46 Managing the Directory Bar.......................48 Viewing Directory Shortcuts......................48 Creating a Directory Shortcut ......................48 Modifying a Directory Shortcut .....................49...
Page 5 Contents Creating an Import Map for a Microsoft Access Source File ............77 Creating an Import Map for an SQL Server Source File.............82 Creating an Import Map for an LDAP Source File..............88 Creating an Import Map for an ODBC Source File ..............94 Creating an Import Map for an ACP Server via a DCP Connection........100 Creating an Import Map for an ACP Server via an IP Connection..........106 Modifying an Import Map ........................113...
Page 6 Contents Chapter 6: Transferring Data ....................157 Overview.............................157 Creating Transfer Maps........................157 Creating an FTP Transfer Map....................158 Creating an SMTP Transfer Map ....................160 Creating a File Copy Transfer Map.....................162 Setting the Transfer Maps.........................164 Running a Transfer Map........................165 Chapter 7: Performing Builds and Scheduling ............167 Overview.............................167 Performing Builds ..........................168...
Page 7 Configuring the PhoneticOperator Settings ..................189 Appendix A: Troubleshooting ....................191 Overview.............................191 Using the Scheduler ...........................192 Working with Directories........................193 Setting the Fields Displayed in the MasterDirectory Window...........193 Modifying Entries in a Directory....................193 Index Settings ..........................194 Opening an Existing Directory .....................194 Packing the Directory ........................194 Re-Indexing Directories.........................195 Importing Data...........................197...
Page 9: Chapter 1: Introduction
MasterDirectory enables you to take specific data from a single data source or multiple data sources and create one master database. For example, maybe all the information comes from a single source (such as the Human Resources database), but the phone numbers must be maintained manually by the phone operators.
Page 10 MasterDirectory User's Guide With MasterDirectory, you can add, modify or delete records in the directory and change the settings associated with the directory (for example, change the title of the directory and specify the indexes for the file). Create the export map(s) for the directory (Chapter 5).
Page 11: Organization Of This User's Guide
This user's guide consists of ten chapters, one appendix, and an index. Each section of this manual is described below: • Chapter 1: Introduction Chapter 1 provides an overview of MasterDirectory and describes the structure and content of this user's guide. • Chapter 2: Getting Started Chapter 2 describes the components of the MasterDirectory window.
Page 12: User Responsibilities
Key names that are located on your PC keyboard appear in all capital letters (for example, ENTER). Getting Help If you have any questions about or problems with MasterDirectory that this user's guide does not resolve, call Avaya Inc. or your local authorized Avaya Inc. dealer.
Page 13: Chapter 2: Getting Started
Chapter 2: Getting Started Overview This chapter provides the following information: • how to run MasterDirectory • the components of the MasterDirectory window...
Page 14: Starting Masterdirectory
• Search box, located beneath the MasterDirectory display, enables you to specify a search value. • Sort By box, located next to the Search box, enables you to specify the field you want to search and sort by.
Page 15 New: Allows you to create a new master directory. Open: Opens an existing master directory. Print: Prints information from the directory. MasterDirectory enables you to specify the information that you want printed. Search Entry: Allows you to search for a specific entry.
Page 16 MasterDirectory User's Guide View Entry: Allows you to view the selected entry. Add Entry: Allows you to add a new entry to the directory. Modify Entry: Allows you to change the selected entry. Delete Entry: Deletes the selected entry. Tag/Untag: Allows you to select specific entries. Once one entry or multiple entries are “tagged,” you can modify or delete those entries.
Page 17: Chapter 3: Working With Directories
Chapter 3: Working with Directories Overview MasterDirectory enables you to create, open, and modify directories. With MasterDirectory, you can import data from multiple sources (Chapter 4), and then export the data to create and update corporate directories (Chapter 5). Each directory is associated with a configuration file (.md), a database file (.dbf) and an index file (.cdx).
Page 18: Managing Directories
NOTE: By default, MasterDirectory uses field1 and field2 automatically as a combined index for sorting records. As a result, be sure to define the appropriate fields (for example, NAME and PHONE NUMBER) as field1...
Page 19 Chapter 3: Working with Directories To create a new directory: From the File menu, choose New. The Create New Directory dialog box appears. Perform one of the following steps: • If you do not want the new directory to have the same structure as an existing directory, choose the Create a new directory schema option button, and then choose the OK button.
Page 20 MasterDirectory User's Guide Using this dialog box, you specify the following information for the new directory: • the name of each field • the size of each field • the format of each field • the case of each field •...
Page 21 Chapter 3: Working with Directories In the Advanced Settings area, perform the following steps: If you want this field to be updated, select the Allow Update check box. If you want this field to be required, select the Required Field check box. If you want the values of this field to be selected from a Pick-List, select the Values come from Pick-List check box.
Page 22 The Display Fields (Step 3 of 4) dialog box appears. The Selected Fields box displays the fields that will be displayed in the MasterDirectory window. 22. If you want a field to be displayed in the MasterDirectory window, perform Steps 23 to 24. Otherwise, proceed to Step 25.
Page 23: Opening An Existing Directory
34. Type the name for this directory, and then choose the Save button. MasterDirectory will create a new directory with the given name. This process will result in creating the database index and configuration files with the given name and the appropriate extensions. The newly created directory is opened, with the display including by default the first four fields.
Page 24: Viewing The Log Of A Directory
MasterDirectory User's Guide Viewing the Log of a Directory This procedure enables you to view the log of a directory. The directory log contains records of all actions that occurred in the associated directory. Each record contains the following information: •...
Page 25: Viewing An Entry In A Directory
Chapter 3: Working with Directories Viewing an Entry in a Directory To view the information for an entry in a directory: Click on the database entry that you want to view. On the toolbar, click the View Entry button. The View Directory Entry dialog box appears, showing the information for the selected entry. The following figure shows a sample View Directory Entry dialog box.
Page 26: Viewing Similar Entries In A Directory (Querying)
MasterDirectory supports two types of queries: • Simple query In a simple query, you enter the criteria in which you are interested, and MasterDirectory displays the directory entries that match the criteria you specified. • Advanced query In an advanced query, you create and save queries that may contain multiple operations and use boolean operators (AND/OR).
Page 27 Chapter 3: Working with Directories Using Advanced Queries Unlike a simple query, advanced queries enable you to create and save queries that may contain multiple operations and use boolean operators (AND/OR). You can then run these queries immediately or run them at a later time either manually or via the Scheduler.
Page 28 MasterDirectory User's Guide Perform one of the following steps: If you are finished with this query, proceed to step 8. If you want to add another operation to this query: In the Field box, select the field you want to query.
Page 29 The title bar for the MasterDirectory window displays "[QUERY]," indicating that you are viewing a query directory. To toggle between the Query directory and all of the records in MasterDirectory, choose the Toggle Query button on the toolbar or choose the Display Query Results command from the Query menu.
Page 30: Adding An Entry To A Directory
MasterDirectory User's Guide Delete an Advanced Query To delete an advanced query: From the Query menu, choose Advanced. The Advanced Query dialog box appears, displaying the advanced queries for this directory. Select the query you want to delete, and then choose the Delete button.
Page 31: Modifying An Entry In A Directory
The changes are added to the directory. Modifying Multiple Entries in a Directory Using MasterDirectory, you can modify multiple entries at one time. These entries do not have to be related. To modify multiple entries at one time: Select an entry you want to modify, and then choose the Tag/Untag button.
Page 32 When you are finished, proceed to step 5. Select the Ignore prefix case option if you want MasterDirectory ignore the case (that is, uppercase or lowercase) of the prefix that is being modified. By default, the prefix replacement procedure is case sensitive.
Page 33: Modifying All Entries In A Directory
A message box appears, displaying the number of entries that have been modified. Choose the OK button. Modifying All Entries in a Directory Using MasterDirectory, you can add information at one time to all entries in a directory. To modify all entries in a directory: NOTE: If you want to add information to only a group of related entries, use the Query feature to identify the entries you want to modify, and then perform the following steps.
Page 34: Deleting An Entry From A Directory
When you are finished, proceed to step 3. Select the Ignore prefix case option if you want MasterDirectory to ignore the case (that is, uppercase or lowercase) of the prefix that is being modified. By default, the prefix replacement procedure is case sensitive.
Page 35: Deleting Multiple Entries From A Directory
A message box appears, displaying the number of entries that were deleted. Choose the OK button. The entries are marked for deletion and are not displayed in the MasterDirectory window. However, the entries are not removed from the directory. To remove the entries from the directory, you must...
Page 36: Deleting All Entries From A Directory
A message dialog box appears, displaying the number of entries that were deleted. Choose the OK button. All of the entries are marked for deletion and are not displayed in the MasterDirectory window. However, the entries are not removed from the directory. To remove the entries from the directory, you...
Page 37: Finding An Entry In A Directory
Finding an Entry in a Directory When you try to search for an entry in the directory, MasterDirectory searches only the data in the sort field, which is specified using the Sort By box at the bottom of the MasterDirectory window. (See "Setting the Display Sort Order"...
Page 38 MasterDirectory User's Guide Modify the database structure using the following buttons: • Add, which enables you to add a field after the last field displayed in the Directory Structure dialog box. • Change, which enables you to modify the name or length of the selected field.
Page 39 The Display Fields (Step 3 of 4) dialog box appears. The Selected Fields box displays the fields that will be displayed in the MasterDirectory window. 12. If you want a field to be displayed in the MasterDirectory window, perform Steps 13 to 14. Otherwise, proceed to Step 15.
Page 40 24. Type a name for this directory, and then choose the Save button. MasterDirectory will create a new directory with the given name. This process will result in creating the database index and configuration files with the given name and the appropriate extensions. The newly created directory is opened, with the display including by default the first four fields.
Page 41: Packing The Directory
When the import is complete, a message box appears. Choose the OK button. The data appear in the MasterDirectory window. m. Choose the Close button. 26. Modify the existing import maps for the directory. See Chapter 4.
Page 42: Re-Indexing A Directory
You should re-index a directory if you encounter either of the following problems: • You are unable to "pack" the directory (that is, MasterDirectory disallows the packing procedure). • You are unable to find a record that you are certain exists in the directory.
Page 43: Printing A Directory
Chapter 3: Working with Directories Printing a Directory MasterDirectory enables you to print the contents of a directory as a phone book. You can customize the page layout of the phone book by selecting which fields will be printed, fonts, headers, footers, and multi- column output.
Page 44 MasterDirectory User's Guide Perform one of the following steps: • If you want to use a phone book template that you created previously, perform the following steps: Choose the Load button. The Open dialog box appears. Select the template you want to use, and then choose the Open button.
Page 45 Chapter 3: Working with Directories Select the field that you want printed, and then choose the OK button. The selected field and its attributes appear in the Fields area. The Page Settings area shows the maximum column width for the phone book print out and the current width of the phone book. As you add and remove entries from the phone book, the current width changes.
Page 46 MasterDirectory User's Guide Using this dialog box, you can specify: • the header and footer that appears on each page of the phone book. • the font, font style, and size that is used for the header, footer, directory entries, and titles in the phone book.
Page 47: Modifying The Directory Settings
(and their order of appearance) in the MasterDirectory window Setting the Title of a Directory At any time, you can change the title that appears at the top of the MasterDirectory window for a directory. To set the title of a directory: Open the directory you want to change.
Page 48: Setting The Odbc Driver Name For A Directory
MasterDirectory User's Guide Setting the ODBC Driver Name for a Directory The ODBC Driver Name area enables you to specify the ODBC driver for Microsoft Access and Microsoft SQL Server. To set the ODBC Driver Name for a directory: Open the directory you want to change.
Page 49: Setting The Format Of The Timestamp Field For A Directory
You cannot add the Timestamp field to a directory after that directory is created. If a directory has the Timestamp field, MasterDirectory prompts you for your name every time you open the directory file. If any records are modified, the name you enter appears in the Timestamp field.
Page 50: Changing The Parameters Of The Fields In A Directory
These parameters are applied only when you add or modify entries in MasterDirectory. These parameters are not applied when you import data into MasterDirectory. For example, if you set the format of the Phone field to numeric and you try to add a new record that has alpha characters in the Phone field, MasterDirectory rejects the operation.
Page 51 Chapter 3: Working with Directories Click on the Field Parameters tab. The Field Parameters tab appears. This tab displays all of the fields and their associated parameters in the directory. Select the field that you want to modify, and choose the Change button. The Field Parameters dialog box appears.
Page 52: Creating Indexes
MasterDirectory User's Guide Creating Indexes By default, the entries in MasterDirectory are sorted by the first two fields. The index that provides sort order is created with the directory. It is possible to create additional indexes for any field and change the display sort order.
Page 53 Chapter 3: Working with Directories The Remaining Fields list box shows the fields that are not used for indexes. You can use the following buttons to set fields that you want to use for indexes: • Add, which places the field that is selected in the Remaining Fields list box after the last field displayed in the Index list box.
Page 54: Setting The Display Sort Order
The sort order can be changed to any index field. At any time, you can change the field that MasterDirectory uses to sort the entries in a directory. Keep in mind that the sort field is the field that MasterDirectory uses when you search for an entry. For example, if you set the Phone field as the sort field, when you try to search for an entry, MasterDirectory will only search the Phone field.
Page 55 The order in which the fields are displayed in the Selected Fields list box indicates the order the fields are displayed in the MasterDirectory window. The Remaining Fields list box shows the fields that are not displayed in the MasterDirectory window for the directory.
Page 56: Managing The Directory Bar
To create a shortcut to open a directory: Click the Directory Bar Admin button on the left-hand side pane. The Directory Bar Admin Bar appears. Click the Add new Directory Bar path button on the toolbar. The Select MasterDirectory File dialog box appears.
Page 57: Modifying A Directory Shortcut
Chapter 3: Working with Directories Select the MasterDirectory file for which you want to create a shortcut, and click the Open button. The Directory Label dialog box appears. Enter a label for this shortcut, and click the OK button. The label you entered for the new shortcut is displayed in the Label column, and the path for the associated directory is displayed in the Path column.
Page 58: Changing The Shortcuts Display Order
MasterDirectory User's Guide Changing the Shortcuts Display Order This procedure enables you to set the order (that is, from top to bottom) in which shortcuts are displayed in the Directory Bar. To change the order in which a directory shortcut is displayed in the Directory Bar: Click the Directory Bar Admin button on the left-hand side pane.
Page 59: Chapter 4: Importing Data
The definition of the import operation (which fields in the source will be imported to which fields in MasterDirectory, the mode of operation, etc.) is called a map. Every import operation is saved in a file with the extension ".imp." Each MasterDirectory file can have multiple import maps.
Page 60: Creating Import Maps
MasterDirectory User's Guide Creating Import Maps Before you can import data into MasterDirectory, you must create an import map. The import map determines: • the type of source file you are importing data from (that is, PhoneLine, Text Delimited, Text Fixed...
Page 61: Creating An Import Map For A Phoneline Source File
PhoneLine ".INI" file. To create an import map for a PhoneLine source file: Open the MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import. The Import Maps dialog box appears.
Page 62 10. In the Field [Offset: Length] box, select a field that you want to import from the source file. 11. In the MasterDirectory Fields box, select the field in the MasterDirectory window where you want the data from the selected field in the source file to appear.
Page 63 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 64 MasterDirectory User's Guide The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 65 If none of the default choices match your requirements, type the appropriate format in the Format box. In the Convert To box, select the format that you want the data in the names field to appear in MasterDirectory. The default choices are: • LastName FirstName (with a space between LastName and FirstName) •...
Page 66 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 24. Enter the name of this import map, and then choose the Save button.
Page 67: Creating An Import Map For A Text Delimited Source File
Creating an Import Map for a Text Delimited Source File To create an import map for a text delimited source file: Open a MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import. The Import Maps dialog box appears.
Page 68 In the Field [Offset: Length] box, select a field that you want to import from the source file. 10. In the MasterDirectory Fields box, select the field in the MasterDirectory window where you want the data from the selected field in the source file to appear.
Page 69 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 70 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in the Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 71 Chapter 4: Importing Data 18. If you want to add information to a field in all of the database entries: In the Replace Prefixes area, select the field for which you want to modify the data and choose the Add button. The Add Replace Prefix dialog box appears.
Page 72 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 24. Enter the name of this import map, and then choose the Save button.
Page 73: Creating An Import Map For A Text Fixed Record Length Source File
Creating an Import Map for a Text Fixed Record Length Source File To create an import map for a text fixed record length source file: Open the MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import.
Page 74 MasterDirectory User's Guide In the Source box, enter the path and name of the file you want to import. You may use the Browse button to select the file you want to import. Once you specify the source file, the first record of information from the source file appears in the Record Layout box.
Page 75 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 76 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 77 Chapter 4: Importing Data 20. If you want to add information to a field in all of the database entries: In the Replace Prefixes area, select the field for which you want to modify the data and choose the Add button. The Add Replace Prefix dialog box appears.
Page 78 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 26. Enter the name of this import map, and then choose the Save button.
Page 79: Creating An Import Map For A Dbase Source File
Creating an Import Map for a dBASE Source File To create an import map for a dBASE source file: Open the MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import. The Import Maps dialog box appears.
Page 80 Choose the Next button. The Create Import Map (Step 3 of 4) dialog box appears. The Field [Offset: Length] box shows the field labels for the source file. The MasterDirectory Fields box shows the fields available in the MasterDirectory window.
Page 81 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 82 MasterDirectory User's Guide The Advanced Settings For Import dialog box enables you to customize the import procedures. Using this dialog box, you can perform the following procedures when the data is imported: • replace prefixes • ignore entries that match a certain criteria in a specified field •...
Page 83 20. When you are finished specifying the import settings, choose the OK button. 21. Choose the Save Map button. The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes.
Page 84 MasterDirectory User's Guide 22. Enter the name of this import map, and then choose the Save button. 23. Choose the Close button. The path and filename for the map appears in the Import Maps dialog box. By default, a check mark does not appear next to the import map.
Page 85: Creating An Import Map For A Microsoft Access Source File
Creating an Import Map for a Microsoft Access Source File To create an import map for a Microsoft Access source file: Open the MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import. The Import Maps dialog box appears.
Page 86 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 87 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 88 MasterDirectory User's Guide 17. If you want to add information to a field in all of the database entries: In the Replace Prefixes area, select the field for which you want to modify the data and choose the Add button.
Page 89 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 23. Enter the name of this import map, and then choose the Save button.
Page 90: Creating An Import Map For An Sql Server Source File
Creating an Import Map for an SQL Server Source File To create an import map for an SQL Server source file: Open the MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import. The Import Maps dialog box appears.
Page 91 13. In the Field [Offset: Length] box, select a field that you want to import from the source file. 14. In the MasterDirectory Fields box, select the field in the MasterDirectory window where you want the selected field in the source file to appear.
Page 92 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 93 Chapter 4: Importing Data The Advanced Settings For Import dialog box enables you to customize the import procedures. Using this dialog box, you can perform the following procedures when the data is imported: • replace prefixes • ignore entries that match a certain criteria in a specified field •...
Page 94 If none of the default choices match your requirements, type the appropriate format in the Format box. In the Convert To box, select the format that you want the data in the names field to appear in MasterDirectory. The default choices are: • LastName FirstName (with a space between LastName and FirstName) •...
Page 95 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 27. Enter the name of this import map, and then choose the Save button.
Page 96: Creating An Import Map For An Ldap Source File
Creating an Import Map for an LDAP Source File To create an import map for an LDAP source file: Open the MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import. The Import Maps dialog box appears.
Page 97 16. In the LDAP Attributes box, select a field that you want to import from the source file. 17. In the MasterDirectory Fields box, select the field in the MasterDirectory window where you want the selected field in the source file to appear.
Page 98 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 99 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 100 MasterDirectory User's Guide 24. If you want to add information to a field in all of the database entries: In the Replace Prefixes area, select the field for which you want to modify the data and choose the Add button.
Page 101 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 30. Enter the name of this import map, and then choose the Save button.
Page 102: Creating An Import Map For An Odbc Source File
Creating an Import Map for an ODBC Source File To create an import map for an ODBC source file: Open the MasterDirectory file in which you want to import data. From the Data Exchange menu, choose Import. The Import Maps dialog box appears.
Page 103 Select the table you want to use, and then choose the OK button. The Create Import Map (Step 3 of 4) dialog box appears. The Field [Offset: Length] box shows the field labels for the source file. The MasterDirectory Fields box shows the fields available in the MasterDirectory window.
Page 104 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 105 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 106 MasterDirectory User's Guide 16. If you want to add information to a field in all of the database entries: In the Replace Prefixes area, select the field for which you want to modify the data and choose the Add button.
Page 107 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 22. Enter the name of this import map, and then choose the Save button.
Page 108: Creating An Import Map For An Acp Server Via A Dcp Connection
Creating an Import Map for an ACP Server via a DCP Connection NOTE: To import information from an ACP server, Avaya Softconsole must be installed and configured. The data comes directly from the ACP server via a telephone attached to a COM port. The FirstName, LastName, and Ext fields (usually in comma separated values format) are imported from the ACP server to the MasterDirectory file.
Page 109 Choose the Next button. The Create Import Map (Step 3 of 4) dialog box appears. The Fields box shows the field labels for the source file. The MasterDirectory Fields box shows the fields available in the MasterDirectory window. In the Fields box, select Field1. Field1 contains the last name information on the ACP server.
Page 110 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 111 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 112 MasterDirectory User's Guide 20. If you want to add information to a field in all of the database entries: In the Replace Prefixes area, select the field for which you want to modify the data and choose the Add button.
Page 113 The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes. 26. Enter the name of this import map, and then choose the Save button.
Page 114: Creating An Import Map For An Acp Server Via An Ip Connection
The data comes directly from the ACP server via an IP connection. The FirstName, LastName, and Ext fields (usually in comma separated values format) are imported from the ACP server to the MasterDirectory file. To import information from an ACP server via an IP connection, you must be able to log into the server via the Avaya iClarity IP Audio application.
Page 115 Choose the Next button. The Create Import Map (Step 3 of 4) dialog box appears. The Fields box shows the field labels for the source file. The MasterDirectory Fields box shows the fields available in the MasterDirectory window. In the Fields box, select Field1. Field1 contains the last name information on the ACP server.
Page 116 MasterDirectory file. This report file has the title of the map with a “.cmp” extension and is located in the directory where the map file resides. You should select this option if you want to know the changes between the information in the mapped fields from the source file with the database information in the current MasterDirectory file.
Page 117 • Compare The Key field is a field that you have already set as an index in MasterDirectory. (Refer to "Creating Indexes" in Chapter 3.) MasterDirectory uses this field to match records from the imported source file(s) to records in the current directory. The Key Field box contains all index fields that were mapped.
Page 118 MasterDirectory User's Guide 20. If you want to add information to a field in all of the database entries: In the Replace Prefixes area, select the field for which you want to modify the data and choose the Add button.
Page 119 24. When you are finished specifying the import settings, choose the OK button. 25. Choose the Save Map button. The Save As dialog box appears. NOTE: If you created a new map or modified an existing map, MasterDirectory will not prompt you to save your changes.
Page 120 MasterDirectory User's Guide 26. Enter the name of this import map, and then choose the Save button. 27. Choose the Close button. The path and filename for the map appears in the Import Maps dialog box. By default, a check mark does not appear next to the import map.
Page 121: Modifying An Import Map
This dialog box shows the import maps that you can select for an import procedure for the current MasterDirectory file. (You can use the Add To List button to select an import procedure that you created for another MasterDirectory file.) A check mark next to an import map indicates that the associated map will be run when you perform an import.
Page 122: Setting The Import Maps
This dialog box shows the import maps that you can select for an import procedure for the current MasterDirectory file. A check mark next to an import map indicates that the associated map will be run when you perform an import.
Page 123 Chapter 4: Importing Data If you want to use an import map, click on the check box for the displayed map. A check mark indicates that the associated map will be used. Choose the Save button to save the Import Maps dialog box. When you are finished, choose the Close button to close the Import Maps dialog box.
Page 124: Importing A Source File
Importing a Source File Before you can import data into MasterDirectory, you must create and select at least one import map. (Refer to "Creating Import Maps " and "Setting the Import Maps" earlier in this chapter.) The import map (*.imp) determines what information MasterDirectory imports (for example, the source file and the specific fields).
Page 125 When the import is complete, the following message box appears: Choose the OK button. The data appears in the MasterDirectory window. Choose the Close button. If you added or removed any import maps, MasterDirectory prompts you to save your changes.
Page 126 MasterDirectory User's Guide...
Page 127: Chapter 5: Exporting Data To Directories
The export is configurable in a way that allows the system administrator to define which fields of data from the MasterDirectory file will be exported to which fields in the destination file and the type of destination file that will be created (for example, a PhoneLine file).
Page 128: Creating Export Maps
MasterDirectory User's Guide Creating Export Maps Before you can export data to a directory, you must create an export map. The export map determines: • the type of file you will export the data to (that is, PhoneLine, dBASE, Microsoft Access, SQL Server, or a text file) •...
Page 129: Creating An Export Map For A Phoneline File
Creating an Export Map for a PhoneLine File To create an export map for a PhoneLine file: Open the MasterDirectory file that contains the data you want to export. From the Data Exchange menu, choose Export. The Export Maps dialog box appears.
Page 130 Choose the Next button. The Map For Export To PhoneLine File (Step 2 of 3) dialog box appears. In the MasterDirectory Fields box, select the first field that you want to export. Choose the Add button. The selected field appears in the Destination File box.
Page 131 23. In the Directory Type area, select the option button for the type of PhoneLine file (that is, Corporate or Personal) for the destination file. 24. In the Sorting area, select the option button for the type of sorting method you want MasterDirectory to use as it exports the data to the destination file.
Page 132 MasterDirectory User's Guide 25. Choose the Save Map button. The Save As dialog box appears. 26. Enter the name of this export map, and then choose the Save button. 27. Choose the Close button. The path and filename for the map appears in the Export Maps dialog box. By default, a check mark does not appear next to the export map.
Page 133: Creating An Export Map For A Dbase File
Chapter 5: Exporting Data to Directories Creating an Export Map for a dBASE File To create an export map for a dBASE file: Open a database file. From the Data Exchange menu, choose Export. The Export Maps dialog box appears. Choose the New button.
Page 134 MasterDirectory User's Guide In the MasterDirectory Fields box, select the first field that you want to export. Choose the Add button. The selected field appears in the Destination File box. If you want to change the title of the field, type the new title in the Title box, and press the ENTER key on your PC keyboard.
Page 135 Chapter 5: Exporting Data to Directories 14. In the Destination box, enter the path and name of the file to which the database information will be exported. 15. Choose the Save Map button. The Save As dialog box appears. 16. Enter the name of this export map, and then choose the Save button. 17.
Page 136: Creating An Export Map For A Microsoft Access File
MasterDirectory User's Guide Creating an Export Map for a Microsoft Access File To create an export map for a Microsoft Access file: Open a database file. From the Data Exchange menu, choose Export. The Export Maps dialog box appears. Choose the New button.
Page 137 Chapter 5: Exporting Data to Directories In the MasterDirectory Fields box, select the first field that you want to export. Choose the Add button. The selected field appears in the Destination File box. If you want to change the title of the field, type the new title in the Title box, and press the ENTER key on your PC keyboard.
Page 138 MasterDirectory User's Guide 13. When you are finished mapping fields for export, choose the Next button. The Export to Microsoft Access File (Step 3 of 3) dialog box appears. 14. Choose the Destination button. The Open dialog box appears. 15. Select the file you want to export to, and choose the Open button.
Page 139: Creating An Export Map For An Sql Server File
Creating an Export Map for an SQL Server File To create an export map for an SQL server file: Open the MasterDirectory file that contains the data you want to export. From the Data Exchange menu, choose Export. The Export Maps dialog box appears.
Page 140 MasterDirectory User's Guide In the MasterDirectory Fields box, select the first field that you want to export. Choose the Add button. The selected field appears in the Destination File box. If you want to change the title of the field, type the new title in the Title box, and press the ENTER key on your PC keyboard.
Page 141 Chapter 5: Exporting Data to Directories 13. When you are finished mapping fields for export, choose the Next button. The Export To SQL Server Database (Step 3 of 3) dialog box appears. 14. In the Server box, enter the name of the server to which the information will be exported. 15.
Page 142 MasterDirectory User's Guide 22. Enter the name of this export map, and then choose the Save button. 23. Choose the Close button. The path and filename for the map appears in the Export Maps dialog box. By default, a check mark does not appear next to the export map.
Page 143: Creating An Export Map For A Text File
Creating an Export Map for a Text File To create an export map for a text file: Open the MasterDirectory file that contains the data you want to export. From the Data Exchange menu, choose Export. The Export Maps dialog box appears.
Page 144 MasterDirectory User's Guide In the MasterDirectory Fields box, select the first field that you want to export. Choose the Add button. The selected field appears in the Destination File box. Select the next field that you want to export. Perform one of the following steps: •...
Page 145 Chapter 5: Exporting Data to Directories 12. Choose the Destination button. The Open dialog box appears. 13. Select the file that you want to export to and choose the Open button. The path and name of the file appear in the Destination box. 14.
Page 146 MasterDirectory User's Guide 19. Choose the Close button. The path and filename for the map appears in the Export Maps dialog box. By default, a check mark does not appear next to the export map. A check mark indicates that the associated map will be run when you perform an export.
Page 147: Creating An Export Map For An Ldap File
Creating an Export Map for an LDAP File To create an export map for an LDAP file: Open the MasterDirectory file that contains the data you want to export. From the Data Exchange menu, choose Export. The Export Maps dialog box appears.
Page 148 13. In the Field for DN list box, select the DN field. 14. Choose the Next button. The Map for Export to LDAP (2 of 3) dialog box appears. 15. In the MasterDirectory Fields box, select the first field that you want to export.
Page 149 Chapter 5: Exporting Data to Directories 16. Choose the Add button. The Choose LDAP Attribute dialog box appears. 17. Select the attribute to which the selected field will be mapped, and then choose the OK button. 18. Select the next field you want to export. 19.
Page 150 MasterDirectory User's Guide 23. Choose the Save Map button. The Save Map dialog box appears. 24. Enter the name of this export map, and then choose the Save button. 25. Choose the Close button. The path and filename for the map appears in the Export Maps dialog box. By default, a check mark does not appear next to the export map.
Page 151: Creating An Export Map For An Odbc File
Creating an Export Map for an ODBC File To create an export map for an ODBC file: Open the MasterDirectory file that contains the data you want to export. From the Data Exchange menu, choose Export. The Export Maps dialog box appears.
Page 152 MasterDirectory User's Guide In the MasterDirectory Fields box, select the first field that you want to export. Choose the Add button. The selected field appears in the Destination File box. If you want to change the title of the field, type the new title in the Title box, and press the ENTER key on your PC keyboard.
Page 153 Chapter 5: Exporting Data to Directories 14. In the DSN box, enter the DSN. 15. Choose the Browse button next to the Table Name box. The Choose Destination Table dialog box appears. 16. In the Tables list box, select the appropriate table and then choose the OK button. The name of the selected table appears in the Table Name box.
Page 154: Creating An Export Map For A Enterprise Directory Gateway Reference Table File
The Export to Gateway Reference Table (Step 2 of 3) dialog box appears. The Gateway Ref. Table Field box shows the field labels for the destination Enterprise Directory Gateway Reference Table file. The MasterDirectory Fields box shows the fields available in the MasterDirectory window.
Page 155 The selected MasterDirectory field appears next to Scope, under the Mapped To column. In the Gateway Ref. Table Field box, select Major_Code. 10. In the MasterDirectory Fields box, select the field in the MasterDirectory window you want to export to the Major_Code field in the Reference Table file.
Page 156 MasterDirectory User's Guide 21. From the Table Name box, select reftab. 22. Choose the Save Map button. The Save Map dialog box appears. 23. Enter the name of this export map, and then choose the Save button. 24. Choose the Close button.
Page 157: Creating An Export Map For A Phoneticoperator File
NOTE: You will be unable to create export maps for PhoneticOperator if you did not install PhoneticOperator and configure the PhoneticOperator settings in MasterDirectory. Refer to Chapter 11 for more information. To create an export map for a PhoneticOperator file: Open the MasterDirectory file that contains the data you want to export.
Page 158 MasterDirectory Fields box shows the fields available in the MasterDirectory file. In the Field [Offset:Length] box, select a field label for the destination PhoneticOperator file. In the MasterDirectory Fields box, select the MasterDirectory field that you want to map to the selected field in the destination PhoneticOperator file.
Page 159 Chapter 5: Exporting Data to Directories 14. Choose the Save Map button. The Save As dialog box appears. 15. Enter the name of this export map, and then choose the Save button. 16. Choose the Close button. The path and filename for the map appears in the Export Maps dialog box. By default, a check mark does not appear next to the export map.
Page 160: Modifying An Export Map
This dialog box shows the export maps that you can select for an export procedure for the current MasterDirectory file. (You can use the Add To List button to select an export procedure that you created for another MasterDirectory file.) A check mark next to an export map indicates that the associated map will be run when you perform an export.
Page 161: Setting The Export Maps
This dialog box shows the export maps that you can select for an export procedure for the current MasterDirectory file. A check mark next to an export map indicates that the associated map will be run when you perform an export.
Page 162: Exporting A Directory File
MasterDirectory User's Guide Exporting a Directory File Before you can export data from MasterDirectory, you must create and select at least one export map. (Refer to "Setting the Export Maps" and "Creating Export Maps" earlier in this chapter.) The export map (*.exp) determines what information MasterDirectory exports (for example, specific fields and destination...
Page 163 Chapter 5: Exporting Data to Directories When the export is complete, the following message box appears. Choose the OK button. Choose the Close button.
Page 164 MasterDirectory User's Guide...
Page 165: Chapter 6: Transferring Data
Chapter 6: Transferring Data Overview Using MasterDirectory, you can create transfer maps to send, receive, or copy files. Every transfer map has a ".trn" extension. You can create the following types of transfer maps: • • SMTP • File Copy Creating Transfer Maps Before you can transfer data, you must create a transfer map.
Page 166: Creating An Ftp Transfer Map
MasterDirectory User's Guide Creating an FTP Transfer Map To create an FTP transfer map: Open the MasterDirectory file for which you want to create a transfer map. From the Data Exchange menu, choose Transfer. The Transfer Maps dialog box appears.
Page 167 Chapter 6: Transferring Data In the Direction area, select the option button for the transfer direction (that is, send or retrieve). In the Site box, enter the FTP site that will receive the file you are sending or contains the file you want to receive.
Page 168: Creating An Smtp Transfer Map
MasterDirectory User's Guide Creating an SMTP Transfer Map To create an SMTP transfer map: Open the MasterDirectory file for which you want to create a transfer map. From the Data Exchange menu, choose Transfer. The Transfer Maps dialog box appears.
Page 169 Chapter 6: Transferring Data In the Map File area, enter the e-mail address(es) and subject for this message. Enter your message (if any). In the Attachments area, use the Add button to specify the file(s) you want to transfer. When you are finished, choose the Save button. The Save As dialog box appears.
Page 170: Creating A File Copy Transfer Map
MasterDirectory User's Guide Creating a File Copy Transfer Map To create a file copy transfer map: Open the MasterDirectory file for which you want to create a transfer map. From the Data Exchange menu, choose Transfer. The Transfer Maps dialog box appears.
Page 171 Chapter 6: Transferring Data In the Source area, use the Add button to specify the file(s) you want to copy. In the Destination area, use the Add button to specify the location to which you want to copy the file(s). When you are finished, choose the Save button.
Page 172: Setting The Transfer Maps
This dialog box shows the transfer maps that you can select for a transfer procedure for the current MasterDirectory file. A check mark next to a transfer map indicates that the associated map will be run when you perform a transfer.
Page 173: Running A Transfer Map
Chapter 6: Transferring Data Running a Transfer Map Before you can perform a transfer from MasterDirectory, you must create and select at least one transfer map. (Refer to "Setting the Transfer Maps" and "Creating Transfer Maps" earlier in this chapter.) The transfer map (*.trn) determines what files MasterDirectory transfers, receives, or copies.
Page 174 MasterDirectory User's Guide Choose the OK button. This dialog box shows the export maps that you can use. The files displayed in this dialog box were specified using the Export option in the Data Exchange menu. By default, all of the export maps...
Page 175: Chapter 7: Performing Builds And Scheduling
• the Scheduler feature, which enables you to specify a time of day when you want MasterDirectory to automatically execute the import map(s) associated with the directory, the export map(s) associated with the directory, the transfer map(s) associated with the directory, the advanced queries associated...
Page 176: Performing Builds
When you use the Build command, MasterDirectory immediately imports the data into the directory and then immediately exports the data to the specified destination file(s). You can also schedule builds to occur at specific times of the day.
Page 177: Scheduling
Chapter 7: Performing Builds and Scheduling Scheduling MasterDirectory enables you to schedule the time of day and specific actions you want performed automatically. Using the Scheduling feature, you can specify MasterDirectory to perform the following procedures for a directory at specific times of the day: •...
Page 178 In the next field, select the action that you want MasterDirectory to perform. Choose the OK button. The time and action appear in the Scheduler dialog box. If you did not enter a time, MasterDirectory displays “Unattended” in the Time column for the associated action.
Page 179 • Run advanced queries. MasterDirectory also allows you to create batch files that contain a list of actions that you want performed. See Example 3 for more information. Example 4 describes how to schedule a batch file that will run an ACP server import map. Refer to the following four examples of unattended actions that use the /u command line option.
Page 180 Unattended Action Example 3: Running a Batch File MasterDirectory enables you to create batch files, which are text files that contain a list of actions that you want MasterDirectory to perform. In this example, MasterDirectory will start, open the file "sample.md,"...
Page 181: Chapter 8: Configuring Smtp
Chapter 8: Configuring SMTP Overview This chapter describes how to configure the SMTP settings that MasterDirectory will use for your directories. Configuring the SMTP Settings To configure the SMTP settings that MasterDirectory will use for your directories: From the Settings menu, choose MasterDirectory Settings.
Page 182 MasterDirectory User's Guide Enter the appropriate information for your system. When you are finished, choose the OK button.
Page 183: Chapter 9: Configuring Ldap
To configure the LDAP settings that MasterDirectory will use for your directories: From the Settings menu, choose MasterDirectory Settings. The MasterDirectory Settings dialog box appears, and the LDAP Settings tab is displayed. Enter the appropriate information for your system. When you are finished, choose the OK button.
Page 184: Managing Ldap
MasterDirectory User's Guide Managing LDAP From MasterDirectory, you can perform the following LDAP management tasks: • Add groups • Delete groups • Rename groups Adding a Group To add a group to the LDAP tree: Click the Manage LDAP button on the toolbar.
Page 185: Deleting A Group
Chapter 9: Configuring LDAP Choose the Add button. The Add Group dialog box appears. Enter the appropriate information for the new group. When you are finished, choose the OK button. Choose the Close button to close the Manage LDAP Server dialog box. Deleting a Group To delete a group from the LDAP tree: Click the Manage LDAP button on the toolbar.
Page 186: Renaming A Group
MasterDirectory User's Guide Select the group you want to delete. Choose the Delete button. The following dialog box appears: Choose the Yes button. Choose the Close button to close the Manage LDAP Server dialog box. Renaming a Group To rename a group on the LDAP tree: Click the Manage LDAP button on the toolbar.
Page 187 Chapter 9: Configuring LDAP Choose the Rename button. The Rename Group dialog box appears. Make your changes. When you are finished, choose the OK button. Choose the Close button to close the Manage LDAP Server dialog box.
Page 188 MasterDirectory User's Guide...
Page 189: Chapter 10 Configuring Mdaccess
Overview MDAccess is an application programming interface (API) that provides other software applications, such as Avaya Softconsole, with an integrated interface to directories. Using MDAccess, you can access and modify directories directly from these other applications. This chapter describes how to specify the settings for MDAccess, which displays directory information in the other software applications.
Page 190: Setting The Fields In Mdaccess
MasterDirectory User's Guide Setting the Fields in MDAccess MasterDirectory enables you to “map” fields in a MasterDirectory file to MDAccess fields that will be used by software applications such as Avaya Softconsole. You can map fields in the current MasterDirectory file to the following MDAccess fields: •...
Page 191 Chapter 10: Configuring MDAccess Perform one of the following steps: • If the current directory has separate fields for last name and first name: In the First Name box, select the directory field that will be used for the first name. In the Last Name box, select the directory field that will be used for the last name.
Page 192: Setting The Fields Displayed In Mdaccess
MasterDirectory User's Guide Setting the Fields Displayed in MDAccess You can specify which directory fields you want displayed in MDAccess. If you are using Avaya Softconsole, the fields you specify will be displayed in the Directory display area for each directory entry.
Page 193 Chapter 10: Configuring MDAccess Click on the Display Fields tab. The Display Fields tab appears. The left list box shows the fields that are not displayed in MDAccess for the directory. The right list box shows the fields that are currently displayed in MDAccess for the current directory. The order in which the fields are displayed in the right list box indicates the order the fields are displayed in MDAccess.
Page 194: Setting The Detail Fields Displayed In Mdaccess
You can specify which directory fields you want displayed in the Detail Fields area of MDAccess. If you are using Avaya Softconsole, the fields you specify will be displayed in the Directory display area for each directory entry, and each of these fields will have a corresponding Speed Dial button. If you specify fields that contain telephone numbers, you will be able to dial those numbers from Avaya Softconsole by clicking the associated Speed Dial button.
Page 195 Chapter 10: Configuring MDAccess Click on the Detail Fields tab. The Detail Fields tab appears. The left list box shows the fields that are not displayed in MDAccess for the directory. The right list box shows the Detail fields that are currently displayed in MDAccess for the current directory.
Page 196 MasterDirectory User's Guide...
Page 197: Chapter 11: Configuring Phoneticoperator
Overview PhoneticOperator is an application that quickly and easily routes calls using advanced speech recognition. Using MasterDirectory, you can create export maps that will build PhoneticOperator files and specify the script and channel that will use each file. This chapter describes how to configure the settings for PhoneticOperator so that you can create export maps to build PhoneticOperator files.
Page 198 MasterDirectory User's Guide Select the folder that contains PhoneticOperator, and then choose the OK button. The following dialog box appears: Choose the OK button. The following message box appears: Choose the OK button.
Page 199: Appendix A: Troubleshooting
Appendix A: Troubleshooting Overview This appendix describes the error messages you might encounter while using MasterDirectory. This appendix is divided into the following sections: • Using the Scheduler • Working with Directories • Importing Data • Exporting Data...
Page 200: Using The Scheduler
MasterDirectory User's Guide Using the Scheduler This section describes the error messages you might encounter while using the Scheduler feature. For each error message, a discussion of what caused the problem and how to solve the problem is provided. Message: Time cannot be empty!
Page 201: Working With Directories
Message: You cannot have more than XX display fields! Cause: You have specified more fields to be displayed than MasterDirectory allows. Solution: Remove fields from the list, reducing the number of display fields to be less or equal than xxx.
Page 202: Index Settings
You opened a directory that does not have a master index (production index). The file may not be a MasterDirectory file, or the Index file is absent or corrupted. Solution: Verify that the index file is present. Otherwise, contact CCOM.
Page 203: Re-Indexing Directories
Message: Cannot delete current directory! Cause: You tried to delete the currently open database. Solution: Restart MasterDirectory and then delete the database without opening it. Message: Cannot open directory! Cause: The drive in /I options is write protected or has no space.
Page 204 MasterDirectory User's Guide Message: Cannot find “Number Of Fields” setting in configuration file! Cause: You tried to load .md file that is not a MasterDirectory configuration file or is corrupted. Solution: Check the name of the file. Message: Nothing to save! Cause: You chose the OK button in the NewDirectory dialog box with no fields in it.
Page 205: Importing Data
You have a single-use license. Solution: If the database file was locked by another program, wait until the database file is unlocked. If you have a single-use license, purchase MasterDirectory 2.0 or higher. Message: Cannot use memo field in import map! Cause: Source dBase file has a field that is MEMO.
Page 206 MasterDirectory User's Guide Message: PhoneLine initialization file name not specified! Cause: The .INI file name edit control is empty, and you chose the Next button. Solution: Enter the name of the initialization file for PhoneLine file when importing. Message: Invalid or missing PhoneLine initialization file!
Page 207: Exporting Data
You opened an export map file, and the indexes in the database file are incorrect (for example, this file was modified using an external editor). Solution: Try to reindex the database file. If the message re-appears, re-import the MasterDirectory. Message: This map has been created for a different directory! Continue anyway? Cause: You opened an export or import map file that was created for a different directory.
Page 208 Message: Unknown map type! Type is set to PhoneLine. Cause: You opened an export map file with a wrong/unsupported map. Solution: The export map was corrupted or changed. MasterDirectory does not support exporting to this file type anymore, or this file became obsolete.
Page 209 Appendix A: Troubleshooting Message: Export aborted! See log file for details. Cause: An unattended export was aborted. Solution: See the log file (which states the reason the export was aborted), make your changes, and then try again.
Page 210 MasterDirectory User's Guide...
Page 211: Index
Index .cdx files, 9 Build, 116, 154, 165 .dbf files, 9 performing, 168 .exp files, 119 scheduled, 116 .IMP files, 51 Build command, 168 .md files, 9 Build feature, 167 .trn files, 157 Build scheduled, 154, 165 Building directories, 167 Button Add, 12, 47 Add Entry, 8...
Page 212 MasterDirectory User's Guide Database configuration, 9 Database files, 9 Database layout saving, 10 Case field Databases changing, 42 modifying the structure, 29 Changing data format, 57, 63, 69, 75, 80, 86, 92, 98, DataExchange menu, 149 104, 111 dBASE files, 52...
Page 213 Index Map For Export to dBASE File, 126 Map For Export to Microsoft Access File, 129 Map For Export To ODBC, 144 Editing export maps, 152 Map For Export To PhoneLine, 122 Editing import maps, 113 Map For Export To SQL Server, 132 Email Field Map For Export To Text File, 136 setting for MDAccess, 182...
Page 214 MasterDirectory User's Guide Exporting data, 119 Format field error messages, 199 changing, 42 failure, 199 Exporting directory files, 154 transfer map, 158 FTP Transfer Map Settings dialog box, 158 Field Case, 42 Gateway Reference Table Format, 42 export map, 146...
Page 215 6 Importing source files, 116 tooltips, 6 Index user capabilities, 1 default, 46 window, 6 Key field, 56, 62, 68 MasterDirectory window Index fields fields displayed, 46 error messages, 194 MDAccess modifying, 39 configuring, 181 Index files, 9 setting Detail fields, 186...
Page 216 MasterDirectory User's Guide margins, 38 number of columns, 38 page numbering, 38 printing, 35 ODBC, 39 separating groups of entries, 38 export map, 143 titles, 38 ODBC Driver, 40 PhoneLine setting, 40 export map, 121 ODBC files, 52 import map, 53...
Page 217 Search Entry button, 7, 29 SQL Server files, 52 Search field, 46 import map, 82 Search string, 46 Starting MasterDirectory, 6 Select Data Source dialog box, 95 Switch Phone Field Select Field dialog box, 36 setting for MDAccess, 182 Set Export Text File Parameters dialog box, 136...
Page 218 MasterDirectory User's Guide Transfer maps Untag button, 8 creating, 157 Update field FTP, 157 changing, 42 types of, 157 Update option, 55, 61, 67, 72, 78, 83, 90, 96, 102, 108 Transfer Maps dialog box, 164, 165 User capabilities, 1...

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Masterdirectory 4.3

Avaya MasterDirectory User Manual

Chapter 1: Introduction

Chapter 2: Getting Started

Chapter 3: Working with Directories

Chapter 4: Importing Data

Chapter 5: Exporting Data to Directories

Chapter 6: Transferring Data

Chapter 7: Performing Builds and Scheduling

Chapter 8: Configuring SMTP

Chapter 9: Configuring LDAP

Chapter 10 Configuring Mdaccess

Chapter 11: Configuring Phoneticoperator

Appendix A: Troubleshooting

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