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Aug 11, 2022 21:42

How to configure Departments tree

This step-by-step guide leads you through the process of activation of the Departments tree feature and building a multilevel hierarchy of Departments.

Created: January 2022

Updated: July 2022

Permalink: https://confluence.wildix.com/x/0AUkBg

Introduction

Starting from WMS 5.04.20220309.1, there is a possibility to create a multilevel hierarchy of Departments, which are displayed in a tree view on the Colleagues tab in Collaboration. This can be useful for organisations with a large number of users.

1. Fill out User Departments in WMS 

Information about Departments is taken from User info in WMS -> Users -> Edit -> Department field

Note: Users with no Department indicated in WMS, are added to the Other section of the Departments tree on the Colleagues tab in Collaboration. 

To build a multilevel hierarchy of Departments, when adding/ editing a user (or in case of users import via a CSV file), indicate the Department path using the separator “/”. For example: 

Department: UK/ Marketing


Notes:

  • If user’s Department field in WMS is empty, Group name is automatically used as Department. This doesn’t apply to imported users, their Department fields remain empty.
  • It may take up to 10 minutes for the changes to apply and get displayed in Collaboration.
  • Users that have no Department data are added to the Other section on the Colleagues tab.
  • If the Department name contains “/” it should be replaced with another character. If required, you can change the default separator: Change the default separator (optional)
  • It is recommended to replace long names with shorter ones.
  • By default, the Colleagues tab displays only users added to the roster. To have all users displayed, follow these instructions: Display all PBX users (optional)

2. Change the default separator for Departments tree (optional)

When indicating the Department path in WMS -> Users -> Edit User -> Department field, the default separator "/" should be used. For example: 

Department: UK/ Marketing

To change the default separator to another character ("\" or "|"), edit the following parameter in the /rw2/etc/env.custom.ini:

DEPARTMENTS_TREE_SEPARATOR=\

3. Display all PBX users (optional)

By default, only people added to the roster are shown on the Colleagues tab. To display all PBX users, add the following line to the /rw2/etc/env.custom.ini file:

COLLABORATION_SHOW_ALL_COLLEAGUES=true

Current limitation:  The status of users that are not added to the roster is not displayed.

4. Navigate Departments tree in Collaboration 

Current limitation: Applying changes in the Departments tree may take up to 10 minutes.

The Colleagues tab displays the Departments tree (or simply a list of Departments, if there is no multilevel Departments structure): 


To navigate between different Department levels, just click on the arrow icon and choose the necessary Department.  

For more info about Colleagues tab, check the guide Collaboration User Guide: Colleagues

Notes:

  • Users that don’t belong to any Department are added to the section Other.
  • In case all PBX users are displayed on the Colleagues tab (if configured on the PBX side), the status of users not belonging to the roster is currently not available.


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