Quick Add Subscriber Conditions

For details to provision services to users, follow these instructions:

When creating users with the Quick Add Subscriber function, consider these conditions:

  • A check box called Send welcome email is displayed when you type in a user email address only if the following configuration has been made and is enabled:

    • An SMTP server has been set up (SMTP Server)
    • The Allow email to be sent to user after Quick Add Subscriber on Email tab of the Global Settings is set to Yes for the relevant hierarchy (Global Settings)

    A welcome email is then sent to the subscriber email address using the configured “Quick Add Subscriber” HTML email template that applies to the hierarchy (Email)

  • From the Quick Add Subscriber Group menu, create a custom group or use the default group.

  • You can edit existing users on Cisco Unified Communications Manager through Quick Add Subscriber only if the users exist at the Site level.

    A check box called Include users at higher hierarchy can be displayed by means of a custom Field Display Policy (field name: lookUpForUser, hidden by default), so that the User drop-down list will also show users above the current site hierarchy. This setting is also available for bulk load sheets and API calls.

  • A check box called Fail Transaction if user not found can be displayed by means of a custom Field Display Policy (field name: failIfNotFound, hidden by default) to prevent adding users not on Cisco Unified Communications Manager. By default, the transaction will not fail. The option is used for the case where users have not been synced from LDAP to Cisco Unified Communications Manager. This setting is also available for bulk load sheets and API calls.

  • LDAP synced or LDAP integrated at Cisco Unified Communications Manager user fields are always read-only and cannot be edited.

  • You can associate a Line with multiple phones.

  • You can associate a Phone with multiple Lines.

  • If you choose to add a Phone for the user, the Phone Name drop-down list will show available phones at the user’s site, according to the Phone Type as specified in the Site Defaults for the site.

    The phones available from the drop-down list are those in the associated Quick Add Subscriber Group at the Customer level, which have synced from Unified CM, as well as the phones that are available at the specific site level.

    You can also add a new phone if required by entering a valid name in the Phone Name field. The Phone Name must consist of a prefix, for instance SEP, followed by a MAC address, which is 12 hexadecimal characters. If you enter the Phone Name incorrectly, for example too few or too many characters, then subsequent associated transactions will fail.

  • Associate an Entitlement Profile with the Subscriber.

  • You can create multiple devices for a user. Therefore, the Voice check box is always visible. When the Voice check box is selected, four optional fields are exposed: Phone Type, Phone Protocol, Phone Button Template, and Phone Security Profile.

  • Values set in the Phone Type, Phone Protocol, Phone Button Template, and Phone Security Profile fields will override any existing values in QAG or CFT, as well as the SDD or any other backend CFTs (CFTs that can not be edited).

    If a specific phone type is not allowed in an entitlement profile, that phone type will not be displayed in the Phone Type drop-down list for a Subscriber associated to that entitlement profile.

    If a field is blank, the existing values in QAG, CFT, SDD or other backend CFTs will be used.

    If a Phone Template is not specified in QAG, or if the specified Phone Template has blank values for the phone fields, then the phone field values are pulled from the SDD.

    You can override the default Phone Button Template value by entering a custom value in the Phone Button Template field. The entered value will be applied on Unified CM if the Unified CM allows it for that phone type.

    Note

    To reduce the likelihood of conflicting QAS settings when completing the optional fields mentioned above, we strongly recommend setting the required fields in the order as displayed on the Quick Add Subscriber screen:

    1. Entitlement Profile
    2. Quick Add Group
    3. Voice (Phone Type, Phone Protocol, Phone Button Template and Phone Security Profile).

  • You can set only one Extension Mobility profile for a user. Therefore, the Extension Mobility check box is not visible after you create an Extension Mobility profile.

  • You can set only one WebEx account for a user.

  • See Contact Center Agent Quick Add.

  • You can associate multiple Jabber and Dual Mode devices to a user.

  • Jabber and Dual Mode devices get the first line assigned to them that is specified in the QAS form.

  • You can create a Directory Number in Unified Communications Manager in two ways:

    • By creating a Voicemail Line in QAS.
    • By creating a Line in QAS.

    When you create a Voicemail or Voicemail Line using Quick Add Subscriber, the Directory Number Used field is set to “true” under Subscriber Management > Directory Number Inventory.

  • A Directory Number created without any device associations (for example, a Voicemail Line) is tagged under Subscriber Management > Lines as ‘DN created without device from QAS.’

  • When the Enable Self Provisioning check box is checked, phone lines are added using the Universal Line Template (ULT) referenced in the Self Provisioning User Profile chosen from the Self Provisioning User Profile drop-down list which is exposed upon selecting the check box.

    If a User is added with lines but no devices, then selecting the Enable Self Provisioning check box automatically sets the CUCM User Primary Extension to the QAS line pattern and ULT route partition. If a user is added with devices and lines, then selecting this check box also automatically sets the CUCM User Primary Extension to the QAS line pattern and ULT route partition.

    Choose the required User Profile from the Self Provisioning User Profile drop-down list. The available User Profiles are those under User Management > Self Provisioning > User Profile. A User Profile must be selected when a user is enabled for Self Provisioning. A default User Profile (as shown under Site Management > Site-Defaults) is selected. Change this default if required.

Contact Center Agent Quick Add

Contact Center Management

The Quick Add Subscriber feature supports the easy creation of an UCCX agent.

The Contact Center Agent check box becomes visible if:

If the check box is selected:

  • A Contact Center Agent Profile drop-down list is available to select an agent profile.

    Note

    The Contact Center Agent Profile needs to be created before adding the Contact Center Agent from the Quick Add Subscriber feature.

    The agent profile will determine the team, resource group and skills assigned to the newly created agent. See: Agent Profiles.

  • The Agent Extension can be selected.

    The extension will be a list of specified Lines, in other words, the administrator must specify the Line to be created or reused before selecting the Contact Center check box.

  • The Agent Device Type can be selected: either Extension Mobility or Phone:

    • If Extension Mobility is selected, the Extension Mobility check box is automatically enabled.
    • If Phone is selected, the administrator must first enable Voice and specify a Phone to be created or reused before selecting the Contact Center check box.

An IPCC extension is automatically managed for the Unified CM user associated with the Contact Center Agent.