Avaya MasterDirectory User manual

MasterDirectory

Data Manager
Version 4.3
User's Guide
March 2002

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. It is against the law to copy the software on any medium except as specifically allowed in the
license or non-disclosure agreement. No part of this manual may be reproduced or transmitted in any form
or by any means, electronic or mechanical, including photocopying and recording, for any purpose without
the expressed written permission of Avaya Inc.
Copyright 2002, Avaya Inc. All rights reserved.
PhoneLine is a registered trademark, and Softconsole, the MasterDirectory logo,and the PhoneLine logoare trademarks
of Avaya Inc.
Microsoft, Windows NT, MS-DOS, and Microsoft Mail are registered trademarks of Microsoft
Corporation.
NetWare and NetWare Telephony Services are trademarks of Novell, Inc.
Portions of the imaging technology of this product are copyrighted by Lead Technologies, Inc.
All other companies and product names are trademarks or registered trademarks of their respective holders.

Contents
i
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
Overview.................................................................................................................................................9
Managing Directories ..........................................................................................................................10
Creating a New Directory ...............................................................................................................10
Opening an Existing Directory .......................................................................................................15
Viewing the Log of a Directory.......................................................................................................16
Viewing an Entry in a Directory.....................................................................................................17
Viewing Similar Entries in a Directory (Querying) ......................................................................18
Adding an Entry to a Directory......................................................................................................22
Modifying an Entry in a Directory.................................................................................................23
Modifying Multiple Entries in a Directory....................................................................................23
Modifying All Entries in a Directory..............................................................................................25
Deleting an Entry from a Directory ...............................................................................................26
Deleting Multiple Entries from a Directory...................................................................................27

Contents
ii
Deleting All Entries from a Directory ............................................................................................28
Finding an Entry in a Directory .....................................................................................................29
Modifying the Database Structure of an Existing Directory........................................................29
Packing the Directory......................................................................................................................33
Re-Indexing a Directory..................................................................................................................34
Printing a Directory.........................................................................................................................35
Modifying the Directory Settings .......................................................................................................39
Setting the Title of a Directory .......................................................................................................39
Setting the ODBC Driver Name for a Directory ...........................................................................40
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
Changing the Shortcuts Display Order..........................................................................................50
Deleting a Directory Shortcut .........................................................................................................50
Chapter 4: Importing Data.........................................................................................................51
Overview...............................................................................................................................................51
Creating Import Maps.........................................................................................................................52
Creating an Import Map for a PhoneLine Source File.................................................................53
Creating an Import Map for a Text Delimited Source File..........................................................59
Creating an Import Map for a Text Fixed Record Length Source File ......................................65
Creating an Import Map for a dBASE Source File ......................................................................71

Contents
iii
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
Setting the Import Maps....................................................................................................................114
Importing a Source File.....................................................................................................................116
Chapter 5: Exporting Data to Directories ......................................................................119
Overview.............................................................................................................................................119
Creating Export Maps.......................................................................................................................120
Creating an Export Map for a PhoneLine File ...........................................................................121
Creating an Export Map for a dBASE File .................................................................................125
Creating an Export Map for a Microsoft Access File.................................................................128
Creating an Export Map for an SQL Server File .......................................................................131
Creating an Export Map for a Text File......................................................................................135
Creating an Export Map for an LDAP File.................................................................................139
Creating an Export Map for an ODBC File ................................................................................143
Creating an Export Map for a Enterprise Directory Gateway
Reference Table File ..............................................................................................................146
Creating an Export Map for a PhoneticOperator File ...............................................................149
Modifying an Export Map ................................................................................................................152
Setting the Export Maps....................................................................................................................153
Exporting a Directory File ................................................................................................................154

Contents
iv
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
Scheduling...........................................................................................................................................169
Chapter 8: Configuring SMTP...............................................................................................173
Overview.............................................................................................................................................173
Configuring the SMTP Settings........................................................................................................173
Chapter 9: Configuring LDAP ...............................................................................................175
Overview.............................................................................................................................................175
Configuring the LDAP Settings ........................................................................................................175
Managing LDAP ................................................................................................................................176
Adding a Group .............................................................................................................................176
Deleting a Group............................................................................................................................177
Renaming a Group.........................................................................................................................178

Contents
v
Chapter 10 Configuring MDAccess...................................................................................181
Overview.............................................................................................................................................181
Setting the Fields in MDAccess.........................................................................................................182
Setting the Fields Displayed in MDAccess .......................................................................................184
Setting the Detail Fields Displayed in MDAccess............................................................................186
Chapter 11: Configuring PhoneticOperator.................................................................189
Overview.............................................................................................................................................189
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
Exporting Data...................................................................................................................................199
Index.....................................................................................................................................................203

Chapter 1:
Introduction
1
What is MasterDirectory?
MasterDirectory™ is a data management application that consolidates and synchronizes data from all types
of sources to create a comprehensive database.
Using MasterDirectory, you can:
•gather data from various source files
•manage the consolidated data
•create directory replicas at pre-defined destinations
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.
MasterDirectory can import all the desired fields without the phone number field, and choose an import
mode that will update existing records and append new ones.
If your company uses multiple data sources, you can use MasterDirectory to consolidate the data from these
sources, with each source contributing different fields. For example, you can get several fields from the
Human Resources database, the phone number from a Telecom database, and the email address from the
email system. The result is a complete directory containing the information you specified.
Creating directories with MasterDirectory consists of the following steps:
1. Create a new MasterDirectory file (Chapter 3).
In this step, you define the structure of the directory (that is, how may fields the directory will contain,
the name of each field, and the length of each field).
2. Set the fields you want to use as indexes (Chapter 3).
The index fields are used for sorting and searching information procedures and may be used as the Key
fields in the directory. Key fields are the fields in a data record that contain information that is unique
to that record (for example, a social security number or employee ID number). Key fields are important
when you import data from source files into the MasterDirectory file.
3. Create the import map(s) for the directory (Chapter 4).
The import maps define the data import procedures from the source files into the directory. When
creating import maps, you specify the source file that contains the data you want to import into the
directory, the format of the source file, the fields that contain the data you want to import, and the fields
in the MasterDirectory file that will receive the data to be imported. You actually "map" the
information from the fields in the source files to fields you specify in the directory and specify the
import mode you want MasterDirectory to use when comparing records from the source files with
existing records in the directory. You can have multiple import maps.
4. Import data from the source file(s) into the directory (Chapter 4).
Once you create the import map(s), import the data from the source files into the directory. You can
import the data manually (Chapter 4) or schedule the data to be imported automatically at a specified
time (Chapter 7).
5. After the data is imported into the directory, you may modify the data (Chapter 3).

MasterDirectory User's Guide
2
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).
6. Create the export map(s) for the directory (Chapter 5).
The export maps define the data export procedures from the directory file to the destination file(s).
When creating export maps, you specify the destination file that will receive the data from the
directory, the format of the destination file, the data that will be exported from the directory, and the
fields that will contain the data you want to export. You actually "map" the information from the fields
in the directory file to fields you specify in the destination file. You can have multiple export maps.
7. Export the data from the directory to the destination file(s) (Chapter 5).
Once you create the export maps, export the data from the directory to the destination file(s). You can
export the data manually (Chapter 5) or schedule the data to be exported automatically at a specified
time (Chapter 7).