When dealing with large amounts of extensions, NocTel's Bulk Operations tools can significantly reduce the time needed to manage your account.
Step-by-step guide
Bulk Operations Workflow
- Select your match criteria. This will help you specifically filter what you want to change. If you use this by itself it is a powerful search tool.
- Select the operations you want to perform. These operations will affect the filter(s) made by your match criteria.
- Click on Preview Bulk Operation
- At this point you can review and confirm that what was included by the filter(s) is correct and that the changes you want will be made.
- If it is correct click on Begin Bulk Operation, otherwise click on Edit this Query to make adjustments.
Match Criteria
By Class: Use to filter a “class” of devices. Each extension in an account can be assigned a class. (You can use the bulk operation tool to assign classes or on an extension permissions page). Classes are useful when you have certain sets of phones that need different permissions and functionality. Example: There could be a set of Public Courtesy Phones that you want to disable international calling on. Having a class in which all public phones are members allows you to easy selected that class and make changes to all the extensions in that class.
- Any Class - includes every class.
- Only These Classes - filters specific classes
By Name: use to filter a set of devices with a certain word in their extension name. If you have labeled all the phones it the sales department with “sales” in the extension names, you could make changes to them by using this criteria.
- Must Match - Here you can search for an extension based on its name. While not case sensitive, it is space sensitive, if you only search for part of the description you must include wildcards. For example, an extension name that reads: Receptionist Extension. If you searched Receptionist you wouldn't get any results. But if you search %receptionist% or %RECEPTIONIST% etc you would get results.
- Must NOT Match - Same rules as Must Match, but here you can exclude certain terms. Say you were searching for %Oregon% extensions but you didn't want anything from Portland, you would check the checkbox next to Must NOT Match and put in %portland% (again not case sensitive.
By Device Type: Use to filter a set of devices based on the extension type. You can use this area to limit the criteria to a certain type of extension or to include all types.
- All: includes all virtual and physical extension in the criteria.
- Any Virtual Extension: limits the criteria to only virtual extension
- Any Device Extensions: limits the criteria to only physical devices
- Device Extension of the Following Types: allows you to filter one specific type or several.
By Extension Number: Use to filter a set of extensions based on their numbers. Example: your account may have phones at different sites; Site A may have extension numbers 200-299 while site B may have extension numbered 300-399
- All: Includes all extensions
- Only Unnumbered extensions: Displays only extensions lacking a number
- Only Extensions in the Following Ranges: Displays only extensions within the range entered.
By Cloud Server: Use to select a set of extensions based on its server within the NocTel system. Each device/extension is assigned a primary and secondary server. For both primary and secondary servers, the drop down box will allow you to select Any, which selects extension on any server, or chose from the list of current servers used by your account for selection. Selecting a server will select only extensions that match that server.
Perform the Following Operations
General Operations: Use to reload device configuration or reboot device.
Change Class Membership: Allows for the selected extensions to be added or remove from a class.
Change Cloud Server Assignment: Use to change the filter extensions’ primary and secondary server.
Reset User Permission Flags: Use this to change the selected extensions’ User Permission to match with the extension selected from the drop down box.
You can edit User Permission under: Control Panel > Extensions > Your Extension > Edit Permissions > User Permissions.
Reset Dialing Permission Flags: Use this to change the selected extensions’ Dialing Permissions to match with the extension selected from the drop down box.
You can edit Dialing Permissions under: Control Panel > Extensions > Your Extension > Edit Permissions > Dialing Permissions.
Allow 911 Emergency Calling: Used to change an extension 911 emergency calling permission. Note that all phones physically located in the United States are required to have 911 calling enabled.
Reset Inbound Behavior: Uses an extension selected from the drop down box as the template for changing the inbound behavior for the other extensions to match.
Set Voicemail Options: Use to remove Voicemail pin and/or enable/disable Voicemail.
Reset Device Preferences: Uses an extension selected from the drop down box as the template for changing the device preferences for the other extension to match.
Reset Speed Dial Directory: Uses an extension selected from the drop down box as the template for changing the extensions speed dial presets to match.
Assign Outbound Caller ID: Use to set the extensions outbound caller ID, can choose from a list of numbers linked to the account.
Assign Internal Caller ID: Use to set the extensions internal caller ID to a specific number.
Assign Emergency Services Response Location: Use to set the extension 911 address, can choose from a list of address already linked to the account.
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