Create a Filter to Move Users

This procedure creates a filter that will allow you to select multiple users, based on one or more user attributes, so that you can use the filter to move these users to a different hierarchy.

Note

Users moved with the filter must match all attributes in the filter, for example, a filter with State=Missouri and City=Kansas City, does not match a user in Kansas City, Kansas.

Filters are automatically applied during LDAP and Cisco Unified Communications Manager user synchronization, if the User Move mode is set to automatic.

To define the filter:

  1. Go to (default menu) User Management > Manage Filters > Define Filters.

  2. Click Add.

  3. On each tab, locate user attributes for the filter: Base, Extended, or Custom

    Provide the following information:

    Field Description
    Name Mandatory. Enter a name for the filter.
    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.

  1. Click Save.

    You can use the filter to manually move users using the Move Users form (default menu User Management > Move Users).