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.

• Filters created here to filter users is not the only method to filter users. Refer to Model Filter Criteria for an alternative method - which is also the recommended method.

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. The list of available roles will include those where the Hierarchies Allowed list of the role contains the target hierarchy selected in the Move To Hierarchy list. [1]
   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.

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

[1]

See: Add and Edit Roles.