A folder-based phonebook will be particularly useful for large enterprises with maybe hundreds or thousands of systems. For example, a structure based on country names can make it easy to quickly find the right system when scrolling through the phone book.
This is how it works:
1. Once a company would like to start using folder-based directory, they should define a structure (e.g. country-based) they would like to use. This is a simple 'pen and paper' exercise, no technology needed. The folders will be on a single level.
2. Once a structure is in place, the Pexip partner can add systems to the different folders using portal.pexip.com. A system in this context is either a user, a team VMR or an endpoint. To add a system to a folder, go to "edit" for that particular system and find the "Phonebook folder" dropdown under 'Privacy and Tags'. This contains all the created folders under that company so far. You can then either select an already existing folder or create a new one.
3. All the endpoints under the company supporting folders, should then display the folder-based directory maximum one hour later.
If 15 or more entries in a particular folder, a second level is added. This new level displays the first letter of the entries alphabetically.
In folder 'Amer'. As this folder contains 15 or more entries, a second level is introduced, based on the first letter of the device name:
In folder 'M': all entries starting with the letter 'M' in the 'Amer' folder:
What about static entries*?
Static entries can also be assigned a folder, similar to the other systems. Simply enter the folder name and submit:
(Note that the list of "Company static phonebook" by default lists all team VMRs and personal VMRs, as well as the manually entered static systems. Only the static systems can be assigned a folder via this list. To assign folders to personal and team VMRs, see step 2 above.)
*) If you need to add static entries to the phonebook, please enable this feature by opening a ticket with Pexip Support (via the Pexip Partner).
- The new folder structure will be viewable on hardware endpoints that support folders (Cisco and Poly). Hardware endpoints that do not support folders will default to the standard flat directory.
- Untagged systems will be in the top level entry list, without any folder.