Provider Core Feature Guide¶
Configuration¶
Hierarchy Management¶
Device Management¶
HCM-F Device¶
Unified CM Configuration in VOSS-4-UC¶
- Cisco Unified Communications Manager Configuration in VOSS-4-UC
- Set Up Cisco Unified Communications Manager Servers
- Set Up IM and Presence Service Servers
- CUP Cluster Migration
- Migrate CUP to a Cisco Unified CM Cluster
- Cisco Unified Communications Manager Server Deletion
- Configure Regions
- Delete Region
- Softkey Templates
- Music on Hold (MOH) File Management
- Call Park Management
- Media Resources
Forced Authorization Code (FAC) Management¶
Cisco Unity Connection¶
Set Up Cisco Emergency Responder¶
WebEx¶
Customer Equipment¶
IOS Device Management¶
- IOS Device Management: Overview
- Command Builders Overview
- IOS Device Management Workflow
- LBO and Analog Gateway Configuration and Generated Events
- Local Break Out and Analog Gateway Events, IOS Commands, and Variables
- MGCP Analog Gateway Events and IOS Commands
- Translation Rule Numbering
- Set up a Command Builder
- Clone a Command Builder
- Set up an IOS Device
- Analog Gateways
- Set up an Analog Gateway
- Add Port to Analog Gateway
- Quick Add SIP Gateway
- Set up SIP Local Gateway
- Delete a SIP Local Gateway
- Update a SIP Local Gateway
- IOS Gateway Manual Configuration
- Associate a SIP Local Gateway to a Site
- Disassociate a SIP Local Gateway from a Site
- View IOS Commands Log
- Consolidate IOS Commands
- Regenerate IOS Commands
VOSS Phone Server¶
Prime Collaboration Assurance¶
Microsoft Devices¶
Active Directory Server¶
Skype for Business Server¶
Exchange Server¶
Microsoft Online (Office 365 Tenant)¶
Skype for Business Online¶
Exchange Online¶
Clone a Device Model¶
Load Balancing¶
Data Sync¶
- Data Sync Overview and Key Settings
- Default Cache Control Policy
- Key Settings for Data Sync
- Data Sync Types
- Synchronous and Asynchronous Data Sync
- Full Sync
- Enable a Scheduled Data Sync
- Manually Run the Default Data Sync
- Controlling a Data Sync with a Model Type List
- Create a Targeted Model Type List
- Model Instance Filter
- Model Instance Filter Examples
- View List of Device Models
- Create a Custom Data Sync
- Alert Field Descriptions
Customer Configuration¶
- CUCM Group Selection
- Select a CUCM Group
- CUCM Group Counts
- Extension Mobility Cross Cluster (EMCC) Configuration
- EMCC Group Management
- Add an EMCC Group
- Modify an EMCC Group
- EMCC Route Patterns
- Add EMCC Route Pattern
- Modify EMCC Route Pattern
- EMCC Templates
- Clone and Add EMCC Template
- Modify EMCC Template
Site Management¶
Set Up Northbound Notification¶
LDAP Management¶
Single Sign On¶
Entitlement Management¶
User Management¶
Important
For VOSS-4-UC release 20.1.1, refer to the VOSS-4-UC 20.1.1 Release Changes and Impact document for details on model and workflow changes. Customizations related to these changes may be affected.
Users and Subscribers¶
End-User Provisioning Workflow¶
General User Management Tasks¶
- User Management Overview
- User Authentication Methods
- View Users
- Create a User
- Update a User
- User Management Scenarios
- User Login Options by Authentication Method and Server Authentication Scope
- User Sync Source
- User Field Mapping
- Manage Local Administrators and Operators
- Define a Filter
- Methods for Pushing Users to Cisco Unified CM
- Automatically Move Users Synchronized from Cisco Unified CM
- Move Users
- Moving Users from Customer to Site
- Moving Users from Site to Site
- Site-to-Site User Move Transaction Log Errors
- Check User Provisioning Status
- Synchronize or Purge LDAP Users
- Synchronize Users, Lines, and Phones from Cisco Unified CM
- Purge a Cisco Unified CM User from VOSS-4-UC Only
- Convert User Type CUCM-LDAP to CUCM Local
- LDAP Sync Actions
- Managing Duplicate Usernames
- Assign a Credential Policy to a User
- Assign a Credential Policy to an Administrator
- Unlock a Locked Out User
- Unlock a Locked Out Administrator
- Manually Disable User Account
- Manually Disable Administrator Account
Password Management¶
- Password Management: Overview
- Users Synchronized from LDAP to VOSS-4-UC
- User Synchronized from LDAP to VOSS-4-UC (SSO Enabled)
- Users Synchronized from LDAP to Cisco Unified Communications Manager
- Users Synchronized to VOSS-4-UC
- User Added Manually Through Subscriber Management
- User Added Manually Through User Management
- Force User Password Change
- Force Administrator Password Change
- Manage Your Own Account Password
- Change Your Own Password
- Reset Your Password
- Configure Your Own Password Reset Questions
Role Management¶
- Support for Privacy and Security Notices
- Role Based Access
- User Roles
- Role Management
- Clone a Role
- Create a Service Assurance Only Role
- Create a Fulfillment Only Role
- Create a Custom Self-Service Role
- Business Admin Portal Custom Interface
- Create a Business Admin Portal Role
- Themes
- Theme Field Reference
- Add a Theme
- Download and Update a Theme
- Set the Login Page Theme
- Login Banner
- Self-service Theme Customization
- Menu Layouts
- Best Practices Menus
- Create a Menu Layout
- Menu Layout Field Reference
- Landing Pages
- Create a Landing Page
- Landing Page Definition
- Landing Page Field Reference
- Configurable Filters in Menus and Landing Pages
- Deploy a Customized Credential Policy
- Session Timeout Rules
- Timeout Limit Notifications
- Privacy Policy Menu Items
- Manage Privacy Policy Menu Items
- VOSS-4-UC Cookie Policy
Access Profiles¶
Customizations¶
- Admin Portal Customization
- Global Settings
- Field Display Policies
- Rules When Creating a Field Display Policy
- Clone a Field Display Policy
- Add or Edit a Field Display Policy
- Field Display Policy Field Reference
- Configuration Templates
- Workflow for Creating Configuration Templates
- Configuration Template Field Reference
- Configuration Mapping Files
- Dropdown Filters
- Line Delete Preferences
- SMTP Server
Authentication Management¶
Subscriber and User Synchronization¶
Dial Plan Management¶
Dial Plan Workflow¶
Cisco Shell Schema Groups¶
Configure Cisco Unified Communications Manager Translation Patterns¶
Configure Cisco Unified Communications Manager Route Patterns¶
Configure Directory Number Routing¶
Provision Emergency Calls¶
Configure SIP Route Patterns¶
Configure SIP Profiles¶
Configure SIP Trunk Security Profiles¶
Configure SIP Trunks¶
Configure Route Groups¶
Configure Route Lists¶
Configure Date Time Groups¶
Configure Locations¶
Configure Device Pools¶
- How to Configure Device Pools
- Device Pool Settings Fields
- Local Route Group Settings Fields
- Roaming Sensitive Settings Fields
- Device Mobility Related Information Fields
- Geolocation Configuration Fields
- Incoming Calling Party Settings Fields
- Incoming Called Party Settings Fields
- Caller ID For Calls From This Phone Fields
- Connected Party Settings Fields
- Redirecting Party Settings Fields
Associate Local Route Groups to a Device Pool¶
Configure CTI Route Points¶
Configure Time Periods and Schedules¶
Number Management¶
Important
For VOSS-4-UC release 20.1.1, refer to the VOSS-4-UC 20.1.1 Release Changes and Impact document for details on model and workflow changes. Customizations related to these changes may be affected.
Internal Number Management¶
E164 Number Management¶
Subscriber Management¶
General Subscriber Management Tasks¶
- Add Subscribers
- Subscribers List View
- Modify Subscribers
- Delete Subscribers
- Move Subscriber
- Class of Service
- Add a Class of Service
- Configure Lines
- Delete Lines
- Add Agent Line (Phone or Device Profile)
- Line Search
- Phone Type Management
- Phone Onboarding with Cisco Activation Codes
- Configure Phones
- VOSS Phones
- Certificate Authority Functions Fields
- Move Phones
- Moving Phones from Site to Site
- Delete Phones
- Add Device to User
- Reset-Restart Site Phones
Intercom Lines¶
Quick Add Subscriber¶
Extension Mobility¶
Replace Phone¶
EM Login/Logout¶
Smart Add Phone¶
Reset UC Passwords¶
Subscriber Workflows¶
- Workflow for Creating Configuration Templates
- Creating Quick Add Subscriber Groups
- Delete a Quick Add Subscriber Group
- Create Subscribers with Existing Users
- Create Subscribers with New Users
- Updating Subscribers
- Provisioning Services to Users
- Provision the Voice Service
- Provision the Extension Mobility Service
- Provision the Voicemail Service
- Provision the WebEx Service
- Provision the Single Number Reach Service
- Provision the Contact Center Agent
- Provision the Webex Teams Service
- Provision the Jabber or Dual Mode Device Service
- Enable Self Provisioning
- Workflow for Deleting Subscribers
- Delete a Subscriber from Subscriber Management
Line Reports¶
Customization Reports¶
Voicemail¶
Conferencing¶
Webex Teams Users¶
Reassign Services¶
PLAR (Hotdial)¶
Call Pickup Groups¶
Contact Center¶
Self Service Administration¶
- Self Service Administration: Overview
- Self Service Feature Display Policy
- Self Service Feature Display Policy Field Reference
- End User Access and Authentication
- Themes and Branding
- Self-Service Login Banner
- Personal Phones (Remote Destinations)
- Dual Mode Phones - Mobile ID
- Voicemail for Self-Service
- Links Page
Services¶
Voice Mail¶
Contact Center Service¶
- Set Up Contact Center Using Cisco Unified Communications Manager
- Prerequisites: Overview
- Built-in-Bridge
- Configure the Built-in-Bridge
- Enable or Disable the Built-in-Bridge
- How to Set Up a Contact Center Server
- Edit Contact Center Servers
- Delete Contact Center Servers
- How to Set Up a Contact Center Service
- Edit Contact Center Services
- Delete Contact Center Services
- Conditions / Restrictions: Overview
- Configure CTI Port
- Tag CTI Port as Contact Center Agent Line
Configure Cisco Media Sense¶
Set up Cisco Remote Silent Monitoring¶
Configure Intelligent Proximity for Mobile Voice¶
Call Handler (Auto Attendant)¶
Manage Greeting Files¶
Cisco Unity Connection Schedule¶
Cisco Unity Connection Localization¶
Overbuild¶
Overbuild Introduction¶
Moving Model Instances¶
Overbuild Site Defaults¶
Overbuild Tool¶
Run CUCDM8 Dial Plan Overbuild¶
User Phone Association¶
Overbuild Analog Gateway¶
Filter Calling Search Spaces and Assign a Class of Service¶
Self Provisioning¶
- Self-Provisioning Overview
- Bottom-Up User Management
- Top-Down User Management
- Cisco Unified Communications Manager Configuration for Self-Provisioning
- Site Configuration for Self-Provisioning
- Generate a User’s Primary Line
- Specify the Primary Line per Subscriber
- Add a Self-Provisioning Universal Device Template
- Add a Self-Provisioning Universal Line Template
- Add a Self-Provisioning User Profile
- Set a Default User Profile for a Site
- Add Self-Provisioning Line Mask
Administration Tools¶
Import¶
Bulk Administration¶
- Bulk Load Overview
- Data Export
- Bulk Export of Model Data
- Bulk Load Template Export
- Carry out a Bulk Load Template Export
- Bulk Load Sheets
- Bulk Load Limitations
- Sample Bulk Loaders
- Bulk Load Template Sheet Layout
- Export Data Sheet Layout
- Bulk Loading a File
- Bulk Load Sheet Macro Evaluation
- Bulk Load Transactions
Transactions¶
- Transaction Logging and Audit
- Parent and Sub-transactions for Asynchronous Transactions
- View a Transaction
- Transaction Details
- Filtering Transactions
- Filtering Sub-Transactions and Logs
- Transaction Behavior
- Transaction Priority
- Transaction Log Example
- Device Data Sync Errors in Transactions
- Export a Transaction
UC Prep Management¶
- Introduction
- Caveats
- Menu Descriptions
- UCPrep Profiles
- UCPrep Profile Push
- Date Time Groups
- Call Manager Groups
- Call Manager Host Adjustment
- Call Manager SIP Trunk Security Profiles
- Call Manager SIP Profiles
- Call Manager Audio Codec Preferences
- Call Manager Application Users
- Call Manager Feature Control Policies
- Call Manager Route Filters
- Unity Authentication Policies
- Unity User Templates
Appendix: Microsoft Configuration¶
Appendix: Business Admin Portal Configuration¶
Appendix: Optional Features¶
Dial Plan Management¶
Unity SIP Integration¶
Phone Based Registration¶
- Phone Based Registration
- Phone Based Registration: Overview
- Architecture
- Pre-Requisites
- Expose access to Phone Based Registration feature
- Create a restricted API Role and Admin user
- Install the Phone Based Registration Web Service
- Configure the Phone Based Registration Add-On
- Configure a Cisco Unified CM for Phone Based Registration
- High Level Overview of Phone Based Provisioning
- Detail Phone Based Provisioning Steps
- Provisioning PBR Device Records with Site Wide PINs
- Menu Layout and Access Profiles
