Avaya MasterDirectory, MasterDirectory 4.3 User Manual

MasterDirectory

Version 4.3

User's Guide



Data Manager

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.

PhoneLine is a registered trademark, and Softconsole, the MasterDirectory logo, and the PhoneLine logo are 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

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

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

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

iii

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

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

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

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

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).

Chapter 1: Introduction

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.

• Chapter 3: Working with Directories

Chapter 3 describes how to create, open, and modify directories and manage the Directory Bar in the MasterDirectory window.

• Chapter 4: Importing Data

Chapter 4 describes how to import data into MasterDirectory.

• Chapter 5: Exporting Data to Directories

Chapter 5 describes how to export data to directories.

• Chapter 6: Transferring Data

Chapter 6 describes how to create transfer maps to send, receive, or copy files.

• Chapter 7: Performing Builds and Scheduling

Chapter 7 describes how to perform builds of directories and schedule MasterDirectory to import, export, or build a directory automatically at a specific time of day.

• Chapter 8: Configuring SMTP

Chapter 8 describes how to configure the SMTP settings in MasterDirectory.

• Chapter 9: Configuring LDAP

Chapter 9 describes how to configure the LDAP settings in MasterDirectory and manage LDAP groups from MasterDirectory.

• Chapter 10: Configuring MDAccess

Chapter 10 describes how to modify the settings for MDAccess, which is an application programming interface (API) that provides other software applications, such as Avaya Softconsole, with an integrated interface to directories.

• Chapter 11: Configuring PhoneticOperator

Chapter 11 describes how to configure the PhoneticOperator settings in MasterDirectory so that you can create export maps to build PhoneticOperator files.

• Appendix A: Troubleshooting

Appendix A provides MasterDirectory error messages and instructions for troubleshooting MasterDirectory.

MasterDirectory User's Guide

User Responsibilities

Before using MasterDirectory, you should be familiar with basic Windows functions and procedures. If you are not, consult your Microsoft Windows User's Guide.

Also, you should be familiar with Local Area Networks (LANs), DOS, and Windows.

Be sure to review the Readme file to find out about any late-breaking changes.

Conventions

The following typographic conventions are used in this guide:

• Text you must type exactly appears in this style of type.

• 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.

Chapter 2:

Getting Started

Overview

This chapter provides the following information:

• how to run MasterDirectory

• the components of the MasterDirectory window

MasterDirectory User's Guide

Starting MasterDirectory

To start MasterDirectory:

1. Choose the Start button.

The Start menu appears.

2. Select Programs.

3. Select MasterDirectory.

The MasterDirectory window appears.

MasterDirectory Components

The MasterDirectory window consists of four areas:

• Toolbar, located at the top of the window, contains buttons that allow you to use and maintain the

master directory and its contents.

• MasterDirectory display, in the center of the window, contains the directory's entries.

• Directory Bar and Directory Admin Bar, located on the left side of the window, enable you to create

and use shortcuts to open directories. Using the Directory Admin Bar, you can create, modify, and delete shortcuts to open directories, and change the order in which the shortcuts are displayed in the Directory Bar. The Directory Bar displays the shortcuts you created. By clicking on a directory shortcut, you can open the associated directory.

• 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.

• Status bar, at the bottom of the window, contains a count of all the entries in the directory. It also

displays an explanation of each highlighted submenu option appearing under the toolbar menu options.

The Toolbar

The toolbar contains twenty buttons. As the mouse pointer moves across each toolbar button, a “tooltip” label is displayed identifying the button function. The toolbar is displayed below.

Note: The toolbar and tooltips are displayed by default. You can hide the toolbar by selecting the Toolbar command from the View menu on the toolbar. You can turn off the tooltip display by selecting the Tooltip command from the View menu.

Add new Directory Bar path: Allows you to create a shortcut to open a directory .

Chapter 2: Getting Started

Move directory up in Directory Bar: Allows you to change the order (that is, move the selected shortcut up) in which shortcuts are displayed in the Directory Bar.

Move directory down in Directory Bar: Allows you to change the order (that is, move the selected shortcut down) in which shortcuts are displayed in the Directory Bar.

Delete directory from Directory Bar: Allows you to delete a directory shortcut from the Directory bar.

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.

Export: Exports data from the directory.

Import: Imports data to the directory.

Transfer: Sends, receives, or copies the specified file(s).

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.

Query: Allows you to query the directory.

Toggle Query: Allows you to view the query directory.

Schedule: Allows you to set the time when you want to perform import operations, export operations

transfer operations, advanced queries, and/or the build command.

LDAP Tree Mgmt: Allows you to modify the LDAP settings.

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). The database and index files contain the actual directory data. The configuration file contains settings describing the layout of the database and functional options.

This chapter describes how to:

• manage the data in directories

• modify the settings for directories

MasterDirectory User's Guide

Managing Directories

This section describes how to:

• create new directories

• open existing directories

• view the log of a directory

• view entries in directories

• view a group of entries that match criteria you specify

• add entries to directories

• modify entries in directories

• delete entries from directories

• search for a specific entry in a directory view

• modify the database structure of an existing directory

• pack the records in directories

• re-index directories

• print the data in directories

Creating a New Directory

The layout of the database is saved in a configuration file (.md). Once the layout is saved, you can modify the field titles, but you cannot modify the field lengths. Also, the maximum number of fields is 128, and the maximum field length is approximately 250 characters.

Before creating a new directory, you must determine the following information for the directory:

• the number of fields you want in the directory

• the name of each field in the directory

• the maximum length of each field in the directory

• the order in which the fields appear in the directory

• the file name for the directory

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 and field2.

Chapter 3: Working with Directories

To create a new directory:

1. From the File menu, choose New.

The Create New Directory dialog box appears.

2. 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.

• If you want the new directory to have the same structure as the directory that is currently open,

choose the Copy the current directory schema option button, and then choose the OK button.

• If you want the new directory to have the same structure as an existing directory, choose the Copy

an existing directory’s schema option button, enter the name of the file whose structure you want

to use, and then choose the OK button.

The Directory Structure (Step 1 of 4) dialog box appears. This dialog box will be empty if you selected the Create a new directory schema option button.

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

• whether this field can be updated

• whether this field is required

• whether the values are from a pick list

• the order of the fields

To define the field parameters, use the following buttons:

• Add, which adds a field after the last field displayed in the in the Directory Structure dialog box.

• Remove, which deletes the field that is currently selected in the Directory Structure dialog box.

• Change, which enables you to modify the name or length of the selected field.

• Move Up/Move Down, which moves the field that is currently selected in the Directory Structure

dialog box up or down the list.

3. Perform one of the following steps:

• If you want add a field, proceed to Step 4.

• If you want to change an existing field, proceed to Step 12.

• When you are finished adding and changing fields, proceed to Step 16.

4. To add a field to the directory, choose the Add button.

The Field Parameters dialog box appears.

5. In the Title box, enter the title for the first field in the directory you want to create.

6. In the Length box, enter the maximum number of characters that will appear in this field. The minimum number of characters that a field may contain is 1, and the maximum number of characters a field may contain is 65.

7. In the Format box, select the type of characters that can be entered in this field.

8. In the Case box, select the case for the characters that can be entered in this field.

Chapter 3: Working with Directories

9. In the Advanced Settings area, perform the following steps:

a. If you want this field to be updated, select the Allow Update check box.

b. If you want this field to be required, select the Required Field check box.

c. If you want the values of this field to be selected from a Pick-List, select the Values come from

Pick-List check box.

10. Choose the OK button.

The information for the field appears in the Directory Structure (Step 1 of 4) dialog box.

11. Repeat step 3. When you are finished adding and modifying fields, proceed to Step 16.

12. To modify an existing field, select the field you want to modify, and then choose the Change button.

The Field Parameters dialog box appears, displaying the information for the selected field.

13. Make your changes.

14. When you are finished modifying the selected field, choose the OK button.

The information for the field appears in the Directory Structure (Step 1 of 4) dialog box.

15. Repeat Step 3. When you are finished adding and modifying fields, proceed to Step 16.

16. When you are finished adding or modifying the directory fields, choose the Next button.

The Indexes (Step 2 of 4) dialog box appears. The Index Fields box displays the index fields.

17. If you want to specify the Index fields, perform Steps 18 to 20. Otherwise, proceed to Step 21.

18. In the Remaining Fields box, select the field you want to use as an index, and choose the Add button.

The selected field appears in the Index Fields box.

19. If you want an index field to be unique, select the appropriate index field, and select the Unique check box.

"YES" appears for the selected index field, indicating that the Index field is unique.

20. Repeat steps 18 and 19 if you want to add other index fields. When finished, proceed to Step 21.

MasterDirectory User's Guide

21. When finished setting the index fields, choose the Next button.

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.

23. In the Remaining Fields box, select the field you want displayed in the MasterDirectory window, and choose the Add button.

The selected field appears in the Selected Fields box. Use the Move Up and Move Down buttons to change the location of the selected field.

24. If you want another field to be displayed in the MasterDirectory window, repeat Step 23. When finished, proceed to Step 25.

25. When finished setting the fields displayed in the MasterDirectory window, choose the Next button.

The Other Settings (Step 4 of 4) dialog box appears.

26. In the Directory Title box, enter the title for the directory.

27. If you want to create a timestamp field in this directory, select the Timestamp Field check box.

28. In the Title box, enter the title for the Timestamp field. (The default is MDTS.)

29. In the Format box, enter the time and date format you want MasterDirectory to use.

Chapter 3: Working with Directories

30. If you want to create an auto-index field with a prefix in this directory, select the AutoIndex Field check box, and enter the prefix in the associated box.

31. In the Title box, enter the title for the AutoIndex field. (The default is MDID.)

32. In the Prefix box, enter the prefix for the AutoIndex field.

33. When you are finished, choose the Finish button.

The Save New Directory As dialog box appears.

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. The new directory is empty, so no entries are displayed.

Refer to "Modifying the Settings for Directories" later in this chapter to specify which fields are displayed, the directory title, and other display options. The full set of fields as defined in the layout of the directory will be displayed when an entry is selected.

Opening an Existing Directory

To open a directory:

1. On the toolbar, click the Open button.

The Open Directory dialog box appears.

2. Select the directory database you want to open, and then choose the Open button.

The entries in the selected directory appear.

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:

• The time the action started

• The time the action completed

• The type of action that occurred

• A description of the action

• The result of the action

You can select a record to view the details of the action.

To view the log of a directory:

1. From the View menu, select Log.

A submenu appears.

2. Perform one of the following steps:

• If you want to view the log of the directory that is currently open, select Current.

The Log dialog box appears.

• If you want to view the log of another directory, select Open.

The Open dialog box appears.

Select the appropriate directory, and then choose the Open button.

The Log dialog box appears.

If you want to view the details of a record, select the record. The details of the record appear in the Details area. If the selected record was a message, warning, or error, the details of the record appear in the Messages, Warnings, Errors area.

If you want to clear all of the records in the log, choose the Clear All button.

3. When you are finished, choose the Close button.

Chapter 3: Working with Directories

Viewing an Entry in a Directory

To view the information for an entry in a directory:

1. Click on the database entry that you want to view.

2. 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.

3. When you are finished, choose the OK button.

Shortcut:

Double-click on the database entry that you want to view.

MasterDirectory User's Guide

Viewing Similar Entries in a Directory (Querying)

The Query feature enables you to view entries that match the criteria you specify. These entries are a subset of the contents of the directory.

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). You can then run these queries immediately or run them at a later time either manually or via the Scheduler.

Performing a Simple Query

To view entries that match the criteria you specify:

1. On the toolbar, click the Query button.

The Query Directory dialog box appears.

2. Enter the information you want to find.

3. From the Include box, select the records you want to query. You can query the following records: active records only, deleted records only, or both active and deleted records.

4. From the Order By box, select the field you want to sort by.

5. When you are finished, choose the OK button.

The entries that match the criteria you entered are displayed. These entries are a subset of the contents of the directory. 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.

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. The entries that are displayed as the result of a query are a subset of the contents of the directory.

Create an Advanced Query

To create an advance query:

1. From the Query menu, choose Advanced.

The Advanced Query dialog box appears.

2. Choose the New button.

The Advanced Query dialog box appears.

3. In the Field box, select the field you want to query.

4. In the Operation box, select the query operation you want to perform.

5. In the Value box, enter the value you to query (if any).

6. Choose the New Expression button.

The query operation you created appears.

MasterDirectory User's Guide

7. 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:

a. In the Field box, select the field you want to query.

b. In the Operation box, select the query operation you want to perform.

c. In the Value box, enter the value you want to query.

d. Specify whether this is an AND or OR operation. (Click the AND option button or the OR option

button.)

e. Specify whether you want to add this operation as a separate query operation or append it to the

selected query operation. (Click the New Expression button or the Append Expression button.)

f. Repeat steps a to e to create more operations for this query. When you are finished, proceed to

step 8.

8. Choose the Save option button and then choose the OK button.

The Save As dialog box appears.

9. Enter the path and file name for this query, and then choose the Save button.

10. Choose the OK button.

The new query appears in the Advanced Query dialog box.

11. Choose the OK button to close the Advanced Query dialog box.

12. Proceed to "Run an Advanced Query" later in this chapter to run the Advanced Query you created.

Modify an Existing Advanced Query

To modify an existing advanced query:

1. From the Query menu, choose Advanced.

The Advanced Query dialog box appears, displaying the advanced queries for this directory.

2. Select the query you want to modify, and then choose the Edit button.

The Advanced Query dialog box appears, displaying the operations for the selected query.

Chapter 3: Working with Directories

NOTE:

If you want to modify an advanced query that you created for another directory, use the Add to List button to access this query.

3. Make your changes to the query.

4. When you are finished, choose the Save option button and then choose the OK button.

The Save As dialog box appears.

5. Enter the path and file name for this query, and then choose the Save button.

The modified query appears in the Advanced Query dialog box.

6. Choose the OK button to close the Advanced Query dialog box.

Run an Advanced Query

To run an advanced query:

1. From the Query menu, choose Advanced.

The Advanced Query dialog box appears, displaying the advanced queries for this directory.

2. Select the query you want to run, and then choose the Execute button.

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.

MasterDirectory User's Guide

Delete an Advanced Query

To delete an advanced query:

1. From the Query menu, choose Advanced.

The Advanced Query dialog box appears, displaying the advanced queries for this directory.

2. Select the query you want to delete, and then choose the Delete button.

The selected query is deleted.

3. Choose the OK button to close the Advanced Query dialog box.

Adding an Entry to a Directory

To add an entry to a directory:

1. On the toolbar, click the Add Entry button.

The Add Directory Entry dialog box appears.

2. Enter the information for the new database entry.

3. When you are finished, choose the OK button.

The new entry is added to the directory.

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Avaya MasterDirectory, MasterDirectory 4.3 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual