Configure Multi Vendor Subscribers

This procedure enables multi vendor subscriber, and involves the following tasks:

  • Configure Global Settings
  • Configure the multi vendor field display policy (MultiVendorFDP)
  • Enable multi vendor in the Business Admin Portal profile.
  • Assign the Business Admin Portal profile configured for multi vendor to relevant user roles.
  • Configure entitlement profiles.
  • Verify that you have appropriate servers installed and configured.

Perform these steps:

  1. Log in to the Admin Portal.

  2. Select the hierarchy.

    Note

    The global setting to enable multi-vendor is typically defined at the customer hierarchy, although it may be enabled/disabled at any level.

  3. Configure the Global Settings for multi vendor:

    • Go to (default menu) Customizations > Global Settings.

    • On the Enabled Services tab, enable services, as required.

    • Save your changes.

      Note

      For new installs of VOSS-4-UC, once a CUCM is imported and a customer hierarchy and some sites have been created, CUCM services are enabled by default at system level; other services must be enabled, as required. The Global Settings are retained on upgrade.

  4. Configure the multi vendor subscriber field display policy:

    • Go to (default menu) Customizations > Field Display Policies.

    • Click on the default multi vendor field display policy (MultiVendorFDP) to open its editing screen.

    • Click Action > Clone to create a copy of the default FDP.

      Note

      It is recommended to clone default templates rather than overwriting default settings. The multi vendor FDP is associated with the model relation/MultiVendorSubscriber.

    • Edit the cloned multi vendor FDP:

      • To add a new card, click the Plus icon (+); then, configure the card.

      • To delete a card, click the Minus icon (-).

      • To edit a card, click the down-arrow on the card to display editing options:

        • Click Move Up or Move Down to rearrange the position of cards.

          Note

          It is recommended that you leave the User Details card and the Quick Actions in their default positions at the top of the dashboard.

        • Change card titles.

        • Choose whether to display the card as a fieldset with columns.

        • Change fields in the Quick Actions.

        • Add fields to a card by selecting and moving fields from Available to Selected.

        • Remove fields by selecting and moving fields from Selected to Available.

        Important

        Select valid fields for the model (allowed services). Only valid fields will display on the service cards once you apply the FDP.

        Check the field naming convention when choosing fields, for example:

        • Field names prefixed account_information are valid for the User Details card.

        • Field names prefixed cisco_webex are valid for Webex.

        • Multi vendor field name formats, such as mvs_user_qa, where:

          • mvs is the alias for multi vendor subscriber*
          • _qa is Quick Action

          If a service or action is disallowed in the global settings, entitlement profile, or the Business Admin Portal profile, or if required servers are not installed for the service, the system verification check does not allow display of the service or action on the Subscriber management dashboard (defined via the FDP), and the subscriber cannot be provisioned with this service.

    • Save your changes.

  5. Enable multi vendor in the Business Admin Portal profile:

    Note

    Required only if you’re using the Business Admin Portal. Only admin users with an access profile that allows updates to the Business Admin Portal profiles may perform this step.

    • In the Admin Portal, go to (default menu) Customizations > Business Admin Portal Profiles.
    • Click on the relevant profile to open the editing screen. Update an existing cloned profile, or clone a profile to create a new custom profile.
    • On the Subscribers tab, select Enable Multi-Vendor. The multi vendor field display policy is applied.
    • Save your changes.

  6. Assign the multi vendor-enabled Business Admin Portal profile to relevant user roles:

    Note

    Required only if your organization uses the Business Admin Portal.

    • Go to (default menu) Roles > Role Management.
    • Click on the user role to open its editing screen.
    • In Custom Interfaces, from the Interface Type field, select InterfaceBusinessAdminPortal, and in the Name field, select profile name.
    • Save your changes.

  7. Optional. Configure entitlement profiles for multi-vendor:

    • Go to (default menu) Entitlement > Profiles.
    • Click on the relevant entitlement profile to open its editing screen.
    • Select the services you wish to enable for the profile.
    • Save your changes.

  8. Verify that you have appropriate servers installed and configured:

    • Go to (default menu) Apps Management, and select the relevant server, for example, for CUCM, select CUCM > Servers to view and manage the servers.
    • Repeat this step to verify the presence of all required servers.

  9. Verify that you can view multi vendor subscribers in the Business Admin Portal (if applicable):

    • In the Business Admin Portal, log out and log in (or refresh the page) to apply the new profile.

    • Click the Subscribers menu to view multi vendor subscribers.

      • The Subscribers list view Services column presents service icons and tooltips indicating the vendor.
      • The Subscriber dashboard displays service cards selected for the multi vendor field display policy.

      Note

      Service cards are loaded dynamically based on the configuration defined via the FDP. You can edit the FDP to change the content and display of the service cards.

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