Administration

Phonebook sources and synchronisation

Link external sources or CSV files with phonebooks and map the fields.

EasyUC · Version 4.8.7

In EasyUC: EasyUC Cisco → Administration → Integrations & Communication → Phonebooks → Phonebook Sources

What it is for

A phonebook source connects an external source with one or more phonebooks. EasyUC reads the contacts at fixed intervals, creates new ones, updates changed ones and deletes removed ones.

The external source can be LDAP, MySQL, PostgreSQL, MS SQL or the CUCM. Without an external source, you import contacts from a CSV file. The page also shows the addresses at which Cisco phones retrieve the corporate directory and the personal directory.

Prerequisites

Access to the administration of the Cisco workspace, licence module cucm.
A configured external source under External Sources or a CSV file.
At least one phonebook as the target.
For database sources, a field that uniquely identifies each contact.

Step by step: Link an external source

Open Administration → Integrations & Communication → Phonebooks → Phonebook Sources. The page is called Manage Phonebook Sources.
Click Link source with phonebooks.
Enter the Name and select the External Source and the Phonebooks.
Enter Days to next syncronisation or tick Sync this source only once.
For database sources, select the Unique Index.
Under Source Mapping, map each EasyUC field to the corresponding field of the external source. Last Name and Phone number are mandatory.
Click Save.
After the first run, check Last Sync in the list with the numbers created, updated and deleted.

Step by step: Import contacts from CSV

Click Import CSV. The dialog is called Import NEW CSV File.
Prepare the file with the column order first name | last name | email | phone number | mobile number | fax number | company | department | street | postal code | city | country | comment.
Select the file, enter the Source Name and select the target phonebooks.
Click Upload. For such sources the list shows "runs when the import is executed".

Fields and options

Fields and options
Field / action	Meaning and use
External Source	LDAP, MySQL, PostgreSQL, MS SQL or CUCM.
Phonebooks	Target phonebooks of the contacts.
Days to next syncronisation	Interval between two automatic runs.
Sync this source only once	"the source will be scanned only once"
Unique Index	Field used to recognise a contact across several runs.
Source Mapping	First name, last name, email, phone number, mobile number, fax number, company, department, street, postal code, city, country, comment.
Corporate Directory / Personal Directory	Addresses of the phonebook service for Cisco phones with the placeholder `#DEVICENAME#` and the identifier of the CUCM connection.
Actions	Update, Sync Today, Sync Now, Logs and Delete. The synchronisation actions exist only for external sources.

Check the result and troubleshoot

Next Sync shows the date of the next run or Running.
Actions → Logs shows created, updated or deleted for each synchronisation and contact. info shows the values before and after.
If a contact is missing, first check the phone number and last name in the source, then the field mapping.
A changed unique index causes contacts to be created anew instead of updated.
Check the imported contacts under CURRI → Phonebook.