Import a SIP Station CSV list in Add Stations Assistant

You can import the CSV SIP Station list in Add Stations Assistant as part of a new CIC installation in IC Setup Assistant, or post-installation in the Stations container in Interaction Administrator. For more information about IC Setup Assistant, see the PureConnect Installation and Configuration Guide. For more information about Interaction Administrator, see the Interaction Administrator documentation.

To import a SIP Station CSV list in Add Stations Assistant:

1. Run IC Setup Assistant.

2. In the Configure Stations dialog box, click Configure Stations. The Welcome page of the Add Stations Assistant wizard appears.

3. Click Next. The Import SIP Stations from a CSV list page appears.

4. Download the CSV SIP station list file to the CIC Server.

5. Click Browse...

6. Locate the CSV file on the CIC Server and select it. The path and file name appear in the CSV File box.

7. Click Next. If IC Setup Assistant encounters errors while parsing the CSV file, a warning message appears.

8. To view the status and description of the errors, click Errors.

• Warning error: IC Setup Assistant cannot verify one or more values. You can continue with the import, but some of those values won't import.

• Severe error: IC Setup Assistant detects no columns in the file or it couldn't open the file. You cannot continue with the import.

9. Correct the errors in the CSV file and then click Next to continue with the import. The Review the Imported SIP Stations page appears, populated with the information from the CSV file.

10. Review the station information. If the information is not correct, click Back to correct it and then return to this page of the wizard.

11. Click Next. The Access Control page appears, which allows you to specify the outbound dialing privileges (if any) for the new stations.

Note: If you did not create a dial plan in IC Setup Assistant, no classifications appear in the Available list box. Create a dial plan in Interaction Administrator and then run Add Stations Assistant in Interaction Administrator to specify the outbound dialing privileges for your stations.

12. Do one of the following:

• To assign one or more privileges to the new stations, in the Available list box, click each classification name and then click Add->. The selected classification names appear in the Currently Selected list box.

• To assign all dialing privileges (including new classifications added later) to the new stations, click Add All->. All classification names appear in the Currently Selected list box.

Note: If someone attempts to place a call from a station and one of the phone number classifications for the station doesn't support the dialed phone number, CIC plays a prompt indicating that the station does not have sufficient dialing privileges to place the call.

13. Click Next. The Saving SIP Station Data page appears.

14. Click Commit Changes. The system saves your station configuration and the Station Licenses page appears.

We recommend that you assign a Basic Station license to the stations. The Basic Station license allows station audio for a phone device or the soft phone on a client workstation.

• All stations require a Basic Station License to receive audio. (You can use a non-audio station for non-audio interactions.)

• Remote stations require a Basic Station license.

• A Standalone Fax and Standalone Phone require a Basic Station license.

• A Bus Device Fax does not use a Basic Station license.

For more information about the Access licenses, see Add Stations Assistant documentation.

15. Specify the licenses to assign to the stations and then click Next. The Completing Add Stations Assistant page appears.

16. Do one of the following:

• To add more stations (for example, more than one station card is installed), click I want to add additional stations and then click Next. Add Stations Assistant runs again.

• To save the stations and close the wizard, click Finish. IC Setup Assistant reappears.