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.