Polycom Water System DOC2091A Manuel D’Utilisation

Chapter 6        Account Management

Global Management System User’s Guide

1.  Click on 

Add Account; a pop up window will appear.

2.  Enter the appropriate account name/number and description.
3.  Click on 

OK. The screen will reload and the account information entered will appear on 

the Account Management screen.

1.  Select on the desired account for removal.
2.  Click on 

Remove Account, a dialog box will appear.

3.  Click on 

OK to confirm removal of account. The screen will refresh with that account 

removed.

Accounts can now be imported in batch into Global Management System. Users can now enter 
as many accounts at one time instead of entering accounts one by one. To import accounts, 
the file must be in csv form with the account code and description delimited by a comma.  The 
maximum number of accounts that can be imported into Global Management System is 10000.

1.  Click on 

Import Account and browse to the location of the file on the client machine. 

2.  Click on 

Import Data. 

Example of csv data

These are the valid characters for use in Account Validation. 

0-9, a-Z, period, semicolon, colon, comma, #, *, -, _ , \, /, @, +, (, ), &, ‘, = 

12345,Accounting
45612,Marketing
6874231,John Smith
781357,Marcy Kestral
98645,Sales
564897,Helen Critendon

Endpoints making calls with an account number will be validated by the first Global 

Management System server in the Manager URL list, under the Management Tab in the 

System Management page. If there are more than two Global Management System servers 

managing an endpoint, the second server will not validate the account.