Polycom DOC2091A manual Managing Endpoint Accounts, Adding an Account, Removing an Account

Managing Endpoint Accounts

Adding an Account

1.Click on Add Account; a pop up window will appear.

2.Enter the appropriate account name/number and description.

3.Click on OK. The screen will reload and the account information entered will appear on the Account Management screen.

Removing an Account

1.Select on the desired account for removal.

2.Click on Remove Account, a dialog box will appear.

3.Click on OK to confirm removal of account. The screen will refresh with that account removed.

NOTE

These are the valid characters for use in Account Validation.

0-9, a-Z, period, semicolon, colon, comma, #, *, -, _ , \, /, @, +, (, ), &, ‘, =

NOTE

Endpoints making calls with an account number will be validated by the first Global Management System server in the Manager URL list, under the Management Tab in the System Management page. If there are more than two Global Management System servers managing an endpoint, the second server will not validate the account.

Importing Accounts

Accounts can now be imported in batch into Global Management System. Users can now enter as many accounts at one time instead of entering accounts one by one. To import accounts, the file must be in csv form with the account code and description delimited by a comma. The maximum number of accounts that can be imported into Global Management System is 10000.

1.Click on Import Account and browse to the location of the file on the client machine.

2.Click on Import Data.

Example of csv data

12345,Accounting

45612,Marketing 6874231,John Smith 781357,Marcy Kestral 98645,Sales 564897,Helen Critendon

Global Management System User’s Guide Chapter 6 Account Management 84