Batch Import and Export WebEx Users

Document created by Cisco Documentation Team on Mar 23, 2017Last modified by Cisco Documentation Team on May 25, 2017
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Batch Import and Export Users Options

You can add or modify multiple user accounts simultaneously, by using a spreadsheet file in CSV (comma-separated values) format.

 
             

Option

 

Description

 

Import

 

After you select a .csv file, select this button to upload the file to Site Administration. Site Administration uses the information in the file to create user accounts.

 

Export

 

Select this button to export users from Site Administration. You receive an email notification when the request is complete.

 

Abort

 

Select this button to end an import or export job.

 

Import Accounts for Cisco Unified MeetingPlace Users

Your Cisco Unified MeetingPlace implementation may include a directory service integration. In this case, MeetingPlace users can sign in to your WebEx (WBS30) site with a single sign-on, beginning on a MeetingPlace site.

 

Note


If directory service integration is enabled for your site, do not create or update user accounts. Please follow all instructions that were provided for your implementation.

 
 

For sites without the directory service integration enabled, you can import MeetingPlace user accounts into your Cisco Unified MeetingPlace site. You can import user accounts once you have exported the MeetingPlace accounts into a text (.txt) or comma-separated values (.csv) file.

 

Add or Edit Multiple User Accounts

You can import a CSV (comma-separated values) with new account information to add, or to edit multiple user accounts simultaneously. You export the user account information to a CSV file and then use a spreadsheet program such as Microsoft Excel to add or edit the information. After you complete all the changes, you import the CSV file back into WebEx. For Cisco Unified MeetingPlace users, you can also import a MeetingPlace-exported text (.txt) file.

 

Note


  • If you specify any user accounts incorrectly, Site Administration cannot create those accounts. Site Administration generates a list of accounts that it was unable to create and cause for each error.

     

  • After you upload the CSV file, you can change the information by editing the accounts in Site Administration.

     

  • If you create new users through the import process, you can use either "****" to generate a new random password or use a valid password. Passwords must meet the password criteria and password options specified in the site settings. You cannot leave the password field blank. If you use "****", users must change the random password the first time they log in.

     

 
               
1    On the navigation bar, select Users > Import/Export Users.
2    Select Export.

The page refreshes with the message that your batch export request is received. You receive an email notification when the request is complete.

3    Select OK.

The page refreshes to show the status of your export job and the request number for the job. You can stop the export by selecting Abort.

4    On the Import/Export Users page or in the email notification, select Download exported csv file, and then select Save.
5    Navigate to the location, to which you want to save the file, enter a name for the file, and then select Save.
6    After the download completes, on the Download a CSV file window, select Close Window.
7    Use a spreadsheet program, such as Microsoft Excel, to edit the file.
Important:

Microsoft Excel removes the leading zeros from all number codes when you open or save a CSV file. For workaround instructions, see Open a CSV File in Excel and Keep the Leading Zeros and Save a CSV File in Excel and Keep the Leading Zeros.

8    On the Import/Export Users page, select Import.
9    Select Browse, navigate to the CSV file, and then select Open.
10    Select the Delimiter type.
11    Select Import.
12    Carefully review the information in the table to verify that you specified it correctly, and then select OK.

You receive an email notification when the request is complete. Select the link in the notification email and carefully review and verify the information. If Site Administration reports errors, download the file to your computer, correct the errors, delete the last column, labeled Comments, and then import the file again.

Open a CSV File in Excel and Keep the Leading Zeros

            
1    Open a new blank Excel workbook.
2    Select the Data tab.
3    In the Get External Data category, select From text.
4    Use Windows Explorer to browse to and to select the .CSV file, and then select Open.
5    Under Original data type, select Delimited, and then select Next.
6    Under Delimiters, select Tab, and then click Next.
7    Under Column data format, select Text.
8    Under Data Preview, select all of the columns.
Tip      

Select the first column, hold Shift while you scroll to and select the last column.

9    Select Finish.

Save a CSV File in Excel and Keep the Leading Zeros

         
1    With the file open in Excel, select the cell or range of cells that you want to format.
2    Select the Home tab.
3    In the Number group, select the Format Cells: Numbers () icon.
4    On the Number tab, from the Category list, select Custom.
5    In the Type box, enter the number format, such as 000-000-0000 for a Phone number, or 0000 for a four-digit Host PIN.
6    Select OK.

Status of Your Import or Export

It can take a considerable amount of time to batch import or export. There is an Export and Import summary page that displays the status of the import or export. Batch jobs are placed in a queue and are run approximately every 5 minutes. The page is displayed after the export or import command has been selected and a file chosen. To refresh the status page, select the Import/Export Users link on the navigation bar. When an export job finishes, the status page displays a link to download the exported file. An email is also sent to the person who requested the batch job when the job finishes. The message has several important pieces of information:

 
  • A message that your export or import request is complete.

     

  • A summary of the results

     

  • A link to download the actual imported or exported CSV file, if it was successful.

     

  • A link to view the error log, if any, for the job.

     

 

Note


  • If the export or import request is complete, but the exported CSV file or error log file is not ready, a message displays that your file has not finished downloading. The download link will not appear.

     

  • Batch imports and exports may not complete in the order that they were executed.

     

 
 
 

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