Folder-based corporate directory

Your customers can organize their company directory into a folder structure of their own design making it easier for hardware endpoint users to find the personal VMR, team VMR or VTC system endpoints they're looking for. To use this feature a Cisco or Poly hardware endpoint that supports folders is required. Any hardware endpoints that do not support folders continue to use a standard flat directory.

Setting up and adding systems to a folder-based directory

If your customers would like to start using a folder-based directory, they first need to define and inform you of the structure they want to use. It must be a single level hierarchy. You can then set up the structure and add systems to it through the Partner Portal.

Adding a system to a folder

A system in this context is either a user, a team VMR or an endpoint. To add a system to a folder:

  1. Find and then Edit the system you want to assign to a folder.

  2. Under Privacy and Tags, there is a Phonebook folder option.

    • You can select any folder that already exists.

    • Or you can create and assign a new folder by just typing the name and selecting Create "<new name>".

The updated folder directory should be applied to the customer's endpoints within one hour.

Company static phonebook entries

Company static phonebook entries (created via the Other tab) can also be assigned a folder, similar to the other systems. Simply edit the phonebook entry, enter the Folder name and Submit. For example:

(Note that the "Company static phonebook" list includes by default all team VMRs and personal VMRs, as well as the manually entered static systems. Only the static systems created via the Other tab can be assigned a folder via this method. To assign folders to personal and team VMRs, use the Adding a system to a folder method above.)

If you need to add static entries to the phonebook, please enable this feature by opening a ticket with Pexip support.

Phone book visibility and searching

The visibility of phone book entries (users and endpoints) can be limited to different levels:

  • Company only: only people within this company can search for this entry.
  • Partner only: every customer under this particular partner that can search for this entry.
  • Distributor only: all customers also of other partners under this distributor are able to search for this entry.
  • Public: everyone on the Pexip service can search for this entry.
  • Not listed: removes the subscription from the company directory and disables searches on the company level.

Note that:

  • All searches are based on the Display Name only.
  • To search beyond the company you need to enter at least 10 characters with a space in between (characters 2-9).
  • Users inherit this setting from this field under the Company.
  • VMRs are only searchable within the company.
  • The endpoint setting can be set on the individual subscription.

Appearance in the endpoint's directory

The endpoint's directory option shows the folder structure that has been created. In this example they are regions around the world:

Select the folder to see the entries within it.

If a folder contains 15 or more entries then a second level is automatically introduced, based on the first letter of the directory names, for example:

Here, in folder 'M' all entries starting with the letter 'M' in the 'Amer' folder are shown:

Any systems not assigned to a folder are shown in the top level entry list.