.. _VOSS-Automate-configuration-and-sync-for-microsoft:

VOSS Automate Configuration and Sync
--------------------------------------

.. _21.1|VOSS-847:

When using VOSS Automate with Microsoft (as a single or multiple vendor deployment scenario), you'll need 
to pre-configure several settings in VOSS Automate before importing Microsoft users, licenses, policies, and 
dialplans. 


The flowchart sets out the initial configuration of VOSS Automate for Microsoft services. 

**Prerequisites**: 

* :ref:`concepts-ms-configuration`

.. include:: configuration-and-sync-for-microsoft.uml




Workflow for the VOSS Automate and Microsoft Configuration and Sync
.....................................................................
    
The high-level workflow for the steps in the flowchart are as follows:  

1. Log in to VOSS Automate as a provider admin. 
2. Add customers.   

#. Go to **Customizations > Global Settings** to enable Microsoft:  

   * On the **Enabled Services** tab, enable Microsoft services. 
   * If you have a Microsoft-only environment, on the **Number 
     Inventory** tab, set the following to *No* (False): **Enforce HCS Dialplan Rules** 
    
     .. note:: 
       
       HSC dialplan is relevant only when using Cisco (in a single vendor or multi vendor installation).  

#. Configure role-based access controls to apply to users on import: 
   
   VOSS Automate allows an admin user to set up pre-defined role-based configuration, which will 
   be applied to users on import. This allows users to be auto-provisioned on import, with the 
   correct services, lines, policies, and licenses. 
  
   When preparing for import, you'll need to create the admin users, service profiles, user 
   roles, and role-based menu layouts (to hide or display 
   functionality for different categories of users. For example, you can assign a Microsoft-only 
   Business Admin Portal profile and Microsoft-only FDP to user roles for the Business 
   Admin Portal in a Microsoft-only scenario. See Business Admin Portal Profiles in the Core 
   Feature Guide for details. 
 
   * Add an admin user. See :ref:`create_a_user`.
   * Configure menu layouts, See :ref:`create_a_menu_layout`.
   * Add user roles, and choose menu layouts for the roles. See :ref:`role_management`.
   * Configure a SMTP server, if required. See :ref:`SMTP-server`.

#. Configure a tenant, one for each customer. See :ref:`pshell-proxy-v4uc-conn-params`

   The tenant configuration defines how VOSS Automate connects to the Microsoft Cloud to allow syncing of 
   data between VOSS Automate and Microsoft Azure, Microsoft 365, Microsoft Teams, and Microsoft Exchange. 
   Saving the tenant creates the default syncs and schedules.

#. Configure the network device lists (NDLs), which are required creating the sites. See :ref:`configure_network_device_list`

#. Go to the tenant configuration screen, and click **Action > Sync All** to run a full pull sync. 

   The tenant dialplan, policies, licenses, and Microsoft users are synced to the customer level. 

   .. note:: 

      If you're using flow through provisioning for Microsoft users, additional steps are required 
      before running the initial sync. See :ref:`sync-with-flow-through-for-microsoft`





.. rubric:: Related Topics

* 
  .. raw:: latex

     Microsoft Overview in the Core Feature Guide

  .. raw:: html
  
     <a href="concepts-microsoft-overview.html">Microsoft Overview</a> 

* 
  .. raw:: latex

     Sync with Flow Through in the Core Feature Guide

  .. raw:: html
  
     <a href="concepts-sync-with-flow-through-for-microsoft.html">Sync with Flow Through</a> 

* Move users to the sites. See :ref:`user-move-for-microsoft`