.. _p_example-fulfillment-procedures:

Example Fulfillment Procedures
------------------------------

The following is an example set of steps for onboarding customers and users.
Customization and some optional configuration is not included in this example.

.. note::

   References to HCM-F and Shared Data Repository (SDR) are only relevant if
   installed.
   
   Shared applications are configured at the Provider or Reseller level. Dedicated
   applications at the Customer level.
   
Before You Begin
................

HCM-F and any UC Applications to be used for provisioning customer sites and
users must be installed and ready.

For WebEx Cloud, the necessary licenses and accounts must be available for
provisioning.

Procedure
.........

1. :ref:`p_create_the_hcm-f_device`.
#. :ref:`p_create_a_provider`.
#. Optionally, :ref:`p_create_a_reseller`
#. :ref:`p_create_a_customer` at the appropriate Provider or Reseller hierarchy
   level.
#. :ref:`p_set_up_cisco_unified_communications_manager_servers`
#. Optionally, configure WebEx and UC applications at the appropriate hierarchy
   level:
   
   a. :ref:`set_up_cisco_webex`.
   b. :ref:`set_up_cisco_unity_connection`.
   c. :ref:`set_up_im_and_presence_service_servers`.
   
#. :ref:`configure_network_device_list`.
#. :ref:`p_create_a_site`.
#. :ref:`modify_site_defaults`.
#. :ref:`create_customer_dial_plan` and :ref:`create_site_dial_plan` as described
   under Dial Plan Management.
#. Configure Northbound Notification if desired as described under "Set Up
   Northbound Notification".
#. :ref:`set_up_an_ldap_server`.
#. :ref:`define_a_filter`.
#. :ref:`set_up_ldap_for_user_synchronization`.
#. :ref:`p_move_users`.
#. :ref:`manual_user_push_to_cisco_unified_cm`.
#. Perform end-user Collaboration Service provisioning as described under
   :ref:`add_subscribers`.