.. _define_a_filter:

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**.
#. Click **Add**.
#. 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.                                  |
   +-------------------+------------------------------------------------+
   |                   | Choose the role to be assigned to the user     |
   | Move To Role      | 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.                             |
   +-------------------+------------------------------------------------+
   |                   | Specify the value to evaluate for the          |
   | Value             | 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**.

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