Define a Filter

You can define a filter to easily select multiple users to move according to one or more user attributes.

If you specify multiple attributes, a user matches the filter only if the user matches all of the attributes in the filter. For example, a filter with State=Missouri and City=Kansas City, does not match a user in Kansas City, Kansas.

Procedure

1. Choose User Management > Manage Filters > Define Filters.

2. Click Add.

3. Click the Base, Extended, or Custom tab to locate the user attribute or attributes you want to filter on. Provide the following information:

   Field	Description
   Name	Enter a name for the filter. This field is mandatory.
   Move To Hierarchy	Choose the target hierarchy node. This field is mandatory.
   Move To Role	Choose the role to be assigned to the user after the move. The available roles depend on the target hierarchy node selected. This field is mandatory.
   Condition	Choose a condition for at least one of the available filters.
   Value	Specify the value to evaluate for the condition. Set this field for at least one of the available filters.

   Example: Set the City Filter to Condition=isexactly and Value=Toronto to move users in Toronto to the target hierarchy node and give them the target user role.

4. Click Save.

The filter is available to be used to manually move users by choosing User Management > Move Users. Filters are automatically applied during LDAP and Cisco Unified Communications Manager user synchronization, if the User Move mode is set to automatic.