Sample End-user Provisioning Workflow

The following is a sample end-user provisioning workflow. Not all steps apply for all customers. Some steps can be performed in alternate order.

  1. Synchronize users from the LDAP server:
    • Set up LDAP for User Synchronization
    • Synchronize Users from LDAP
  2. If LDAP synchronization is not used and users are provisioned on Cisco Unified Communications Manager (Unified CM), you can synchronize users from Unified CM. For more information, see Synchronize Users, Lines, and Phones from Cisco Unified CM.
  3. In addition to synchronizing users, you can manually create users. For more information, see Create a User.
  4. (Optional) You can explicitly assign a credential policy to a user. For more information, see Assign a Credential Policy to a User.
  5. Move users to sites using any of the following methods:
    1. Define move filters. For more information, see Define a Filter.
    2. Enable automatic user moves for synchronization. For more information, see Automatically Move Users Synchronized from Cisco Unified CM.
    3. Manually move users. For more information, see Move Users.
  6. Push manually created and LDAP-synchronized users to Unified CM. For more information, see Manual User Push to Cisco Unified CM.
  7. Manage subscribers (see under Add Subscribers):
    1. Configure a Phone with a Line.
    2. Associate a Phone to a Subscriber.
    3. (Optional) Change the Class of Service for the Subscriber from the Class of Service set in the Site Defaults. For more information, see Configure Class of Service.
  8. (Optional) Associate voice mail to a subscriber (see under Add Subscribers):
    1. Associate the Voice Mail Service to a Subscriber.
    2. Associate a Voice Mail Profile to a Line.
    3. Enable Call Forward to Voice Mail.
    4. Reset a Phone.
  9. (Optional) Associate the Extension Mobility Service to a subscriber (see under: Add Subscribers):
    1. Add Login/Logout Service on Unified CM.
    2. Import UC Services and Service Profiles.
    3. Subscribe the Login/Logout Service to a Phone.
    4. Associate the Extension Mobility Service to a Subscriber.
  10. (Optional) Configure conferencing. For more information (see Conferencing: Overview and Add Subscribers).
  11. Configure Single Number Reach for a Subscriber (see under: Add Subscribers).
  12. Associate a Service Profile to a Subscriber and Enable IM and Presence.