[Index]
To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com
From the default menu User Management > Users list view, users are shown at or below the current hierarchy node. The users can be created in the system in various ways, depending on your specific setup:
User creation can also vary across different hierarchies in the system.
Note the following user details:
Sync Source | The source application of user data, for example: LOCAL indicates that the user has been manually created in VOSS Automate and has not been synced from LDAP or from Cisco Unified CM. CUCM indicates that the user exists on both VOSS Automate and Cisco Unified CM, and is not synced from LDAP. The user may have been created first on VOSS Automate (top-down) or created on Cisco Unified CM and synced into VOSS Automate (bottom-up). See: User Sync Source [1] |
Sync Type | Identifies the user that was synced from a device as indicated by Sync Source according to a type. The setting is read-only and assists in for example distinguishing LDAP sync users (bottom-up CUCM-LDAP or or top-down LDAP). Example values:
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User Type | Administrators (Admin) who are users accessing the system in order to perform administrative activities End users (End User) that will be set up with services in the system. |
Auth Method | See: User Authentication Methods [2] |
[1] | Sync Source: see: User Sync Source. |
[2] | Auth Method: see: User Authentication Methods. |
This procedure adds an admin (administrator) user, using VOSS Automate.
To manually create an Admin user:
Log in at the hierarchy node where you want to create the Admin user.
Go to (default menu) User Management > Users to open the Users form.
Click Add.
On the tabbed pages of the Users form, fill out field values.
Note
Fill out at least the mandatory details on the form. Note that the read-only User Type field should have the value Admin. This value is defined by the role.
Click Save. The new admin user is added.
Important
Users are typically added or updated on VOSS Automate from the sync source, such as LDAP, CUCM, or CUC. See User Sync Source for more details.
Sync source precedence may override user input. When updating a user on VOSS Automate and the following conditions exist, field values are updated from the sync source and not from data input to VOSS Automate (in this case, the fields are read-only in the Admin Portal):
Related Topics
User Details Tab
Fields | Description |
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User Name* | Sign-in username. This field is mandatory. |
Role* | Choose the user's role. This field is mandatory. |
Entitlement Profile | Choose the entitlement profile that specifies which devices and services the user is entitled to. |
Language | Choose the user's language. Note: If no language is selected, the language is inherited from the nearest hierarchy node (at or above the user) that has a default language configured. If no default language is configured anywhere in the hierarchy at or above the user, the user's language is English. Note: If a language is manually set for a user, that language remains unchanged even if the user is moved to a new place in the hierarchy. However, if the language is inherited, then the user's language changes when the user is moved to a hierarchy node that has a different default language. |
Exclude from Directory | If this check box is selected, the user will not appear in the corporate directory accessed via VOSS Automate Phone Services - [1] |
Sync Source | Identifies the application from which the user (and user data) was synced, i.e. LOCAL (VOSS Automate), CUCM or MS-LDAP. This field is read only. |
User Type | Read-only. Determined by the role interface. (administration / selfservice) |
Auth Method | Identifies the authentication method for the user - [2] This section is applicable to End Users only. |
LDAP Server and Username | Only editable when Auth Method is LDAP |
LDAP Username | Only editable when Auth Method is LDAP |
SSO Identity Provider | Only editable when Auth Method is SSO |
SSO Username | Only editable when Auth Method is SSO. Defaults to VOSS Automate username. |
[1] | See Phone Services Feature Setup |
[2] | See User Authentication Methods |
[3] | See View and Update LDAP Authentication Users |
[4] | See Single Sign On (SSO) Overview |
Account Information Tab
This tab allows the administrator to manage user account information, including:
Contact Information Tab
This tab is relevant only to end users.
Defines contact information for the user, such as employee number, employee type, country, state, state, street, department, manager, Fax number, directory URL, Jabber ID, telephone number, mobile, and IP phone.
Provisioning Status Tab
This tab is relevant only to end users.
Provides a view showing the composition of the user, this typically includes:
Select the Provisioned check box to view additional CUCM's if applicable.
If the user is added to an LDAP server (see the LDAP section below), then the provisioning status will also show the server here next to the LDAP label.
Services Tab
This tab is relevant only to end users, and provides direct links to the associated user apps, including: CUCM User, CUC User Voicemails, WebEx Teams user, Pexip, UCCX Agent, MS 365 user, MS Teams user, and MS Exchange user. For example, clicking on the link for MS Exchange user opens the user's User Mailboxes settings page.
Custom Tab
This tab is relevant only to end users. User defined customized strings and booleans.
LDAP Tab
If a secure Microsoft Active Directory LDAP server (port 636) is configured higher in the user hierarchy and the server has Enable Write Operations checked, user details can be managed on the server if it is selected from the LDAP Server drop down list. Only secure LDAP servers are listed. If no suitable servers have been set up, then the tab will not display any fields.
If no such Microsoft Active Directory LDAP server is configured and enabled, the tab will show a message to indicate this.
For setup server details, see: Set up an LDAP Server. If the Microsoft Active Directory LDAP server is configured and the user already exists on this server, the tab will show a message to indicate this.
The User Account Control dropdown supports the following values: Normal Account, Enabled, Password Not Required and Enabled, Password Doesn't Expire.
Important
When the LDAP user is added, the User Details tab will show the Sync Source and Sync Type of the user as LDAP.
For details on updating and deleting the user on the LDAP server, see: Update a User.
Note
Users are typically added or updated on VOSS Automate from the sync source, e.g. LDAP, CUCM, CUC, etc. See User Sync Source for more details.
Important
Sync Source precedence may override user input. If you update a user on VOSS Automate:
Only the mapped fields will be updated from the sync source. The data of these fields will be updated from the sync source and not the user input added in VOSS Automate. The Admin Portal would typically render these fields read-only.
For user authentication method (Auth Method) changes upon updates, see Authentication Method Setting Rules.
Sync Source Scenarios
See also User Field Mapping.
Additional Info
Note
Updating an Admin user who has become a subscriber creates a sync with the application highest on the User Sync Source precedence, and according to the field mapping for that source. The sync occurs once you click Save.
If the Admin user password is updated, user passwords on Unified CM, Unity and WebEx are also updated if these have been provisioned for the user.
Note
Since different UC apps can have different password strictness rules, the update transaction will only succeed if the strictness rules of all the UC apps have been met. Otherwise, the update transaction will roll back.
Administrators should therefore choose a password that meets the requirements of all the UC apps.
If the user was added as a Microsoft Active Directory LDAP user (see: Create a User), then:
On the button bar on the associated Users form, there are additional actions available to manage a user:
Align Hierarchy to Sync Source
For example, if the user's sync source is 'CUCM', and the data/User is at Customer level and the CUCM user is at Site level, then the data/User instance will be moved from Customer level to the CUCM's hierarchy, i.e. Site level
Align Hierarchy to User
All other related instances of the User (e.g. CUCM, device/cucm/User, device/cuc/user, etc.) will be moved to the hierarchy of the data/User instance.
Delete From Ldap
If the user was also added to a Microsoft Active Directory LDAP server, (see: Create a User), then the user can also be removed from the server using this menu. The user's User Details tab will then reset the Sync Source and Sync Type of the user according to the Sync Source precedence.
If this menu option is used for users on LDAP servers that are not Microsoft Active Directory LDAP servers on port 636 and with Enable Write Operations checked, the delete transaction will fail.
Push To Ldap
This menu must be used when adding user details on the LDAP form tab for the first time and first adding the LDAP user - see: Create a User. Thereafter, the Save button will also update the LDAP user details on the LDAP server. However, if any user details have been updated for the LDAP server, this Push To Ldap menu option will also save these.
See Create a User
To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com
This procedures adds administrators for intermediate nodes, and adds or edits local administrators or operators.
Note
Default local VOSS Automate administrators are created when provider, reseller, customer, and site hierarchy nodes are established.
An administrator for a particular hierarchy level can create or modify the administrators and operators at that hierarchy level and any level below. For example, a Customer XYZ administrator can create other Customer XYZ administrators and site administrators for Customer XYZ.
Field | Description |
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Username | Sign-in username. This field is mandatory. |
Email Address | User email address. |
Role | Choose the administrator's role. This field is mandatory.
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Password | Set the password. This field is mandatory. |
Language | Choose the administrator's language. Note: If no language is chosen, the language is inherited from the nearest hierarchy node (at or above the administrator) that has a default language configured. If no default language is configured anywhere in the hierarchy at or above the administrator, the administrator's language is English. |
Sync Source | This is set LOCAL when the administrator is created on VOSS Automate. |
User Type | Cannot be edited - determined by the Role interface (administration / selfservice). |
All users that use LDAP for authentication are displayed on the Users form (default menu User Management > Users). This list includes users that use LDAP for authentication only, and users that have been synced from LDAP.
Note
To view LDAP Authentication Users only, filter the list to display LDAP users.
Perform the following steps:
Field | Description |
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LDAP Server | The LDAP server being used for authentication. |
LDAP Username | Matches the value of the LDAP authentication attribute which is specified in the User Model Type field of the LDAP User Sync configuration. |
User relation
Title | Description | Details | |||||||||||||||||||||||||||||||||||||||||||||||
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User Details | Group Assigned by FDP |
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User Name * | User's Username. |
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First Name | The User first name. |
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Last Name | The User last name. |
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Display Name | Display name of the user |
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Title | Title. |
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Email Address | The User email address. |
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Primary Line |
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Password | The User password. |
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Role * | The role to which the user belongs. See: Role. |
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Entitlement Profile |
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Language | The preferred language for this user. Default: en-us |
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Exclude from Directory | Exclude from Directory flag to control the Phone Services directory lookup. If set to true the User's phone number will not appear in the directory lookup. |
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Auth Method | The type of authentication that our user would be using. Typically this would be choices between a Standard VOSS 4 UC user, an LDAP user or an SSO user. Default: Local |
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LDAP Server | A reference to the LDAP server which this user must authenticate against. |
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LDAP Username | The login attribute of the associated LDAP device model instance |
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SSO Identity Provider | The entity id of the SSO Identity Provider. |
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SSO Username | The name identifier that is used for an SSO authenticated user. |
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Sync Source | Sync source of the user. Identifies where the user was synced from. This value will determine the master of the data. The data in the User model will be derived from the fields of the master application (E.G. CUCM, CUC, MS-LDAP). Default: LOCAL |
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Sync Type | Sync type of the user. Identifies the user type that was synced from device as indicated by Sync Source information, e.g. CUCM-Local, CUCM-LDAP, LOCAL. Default: LOCAL |
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User Type | Indicate the user's login type. Default: Admin |
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Hybrid Status |
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Update a Subscriber's Multi-Vendor Hybrid Status |
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User Provisioning Status |
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Update a Subscriber's Multi-Vendor Hybrid Status |
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Account Information | Group Assigned by FDP |
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Change Password on Next Login | Indicates if the user must be forced to change their password the next time that login. |
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Account Information | Additional account information for the given user. |
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Change Password on Next Login | Indicates if the user must be forced to change their password the next time that login. |
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Credential Policy | Specifies the policy with the rules used to govern this user's credentials. |
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Disabled | Indicates if the account has been disabled to prevent the user from logging in until an administrator enables the account again. |
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Reason for Disabled | A description of why the account is disabled. |
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Time Locked Due to Failed Login Attempts | The time when the user account was locked as result of the number of failed login attempts exceeding the permitted thresholds. |
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Time of Last Successful Login | The time the user last logged in successfully. |
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Locked | Indicates if the account has been locked to prevent the user from logging in. |
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Number of Failed Login Attempts Since Last Successful Login | The total number of failed login attempts since last successful login. Default: 0 |
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Time of Last Password Change | The time when the password was last changed. |
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Time of Last Password Change By User | The time when the password was last changed by the user. |
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Credential Policy | Specifies the policy with the rules used to govern this user's credentials. |
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Disabled | Indicates if the account has been disabled to prevent the user from logging in until an administrator enables the account again. |
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Reason for Disabled | A description of why the account is disabled. |
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Time Locked Due to Failed Login Attempts | The time when the user account was locked as result of the number of failed login attempts exceeding the permitted thresholds. |
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Time of Last Successful Login | The time the user last logged in successfully. |
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Locked | Indicates if the account has been locked to prevent the user from logging in. |
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Number of Failed Login Attempts Since Last Successful Login | The total number of failed login attempts since last successful login. Default: 0 |
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Time of Last Password Change | The time when the password was last changed. |
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Time of Last Password Change By User | The time when the password was last changed by the user. |
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Contact Information | Group Assigned by FDP |
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Employee Number | Employee number of the user |
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Employee Type | Employee type |
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Country | Country name. |
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State | Contains full names of state or province. |
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City | Contains the name of a person's locality. |
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Building Name | Building name or number. |
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Street | Contains site information from a postal address. |
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Postal Code | Contains code used by a Postal Service to identify postal service zones. |
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Department | Department names and numbers. |
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Manager | Manager. |
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Directory URI | Alphanumeric Directory URI (e.g. SIP URI) |
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Jabber ID | Jabber ID |
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Physical Delivery Office Name | Physical Delivery Office Name. |
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Unverified Mail Box | Unverified Mail Box. |
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Home Phone | Contains strings that represent the user's home phone number(s). |
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Telephone Number | Telephone Number. |
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Facsimile Telephone Number | Contains strings that represent the user's facsimile telephone Number(s). |
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Mobile | Contains strings that represent the user's IP mobile number(s). |
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IP Phone | Contains strings that represent the user's IP phone number(s). |
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Other Mailbox |
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Organizational Unit | The name of the person's organization unit. |
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Member Of | The user can be a member of a variety of groups. |
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Object Class |
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Assigned Lines | Group Assigned by FDP |
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Extensions | Extensions to select primary details from. |
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Line |
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Line E164 |
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Class of Service |
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Provisioning Status | Group Assigned by FDP |
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VOSS User | Username field as a placeholder, this field is not used. |
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User Provisioning Status |
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VOSS User | Username field as a placeholder, this field is not used. |
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HCMF Server | HCMF server where the user exists. |
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CUCM Server | CUCM server where the user exists. |
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CUCM LDAP Directory | CUCM LDAP Directory. |
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CUC Server | CUC server where the user exists. |
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LDAP Server | LDAP server where the user exists. |
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Webex Teams Server | Webex Teams server where the user exists. |
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Pexip Server | Pexip server where the user exists. |
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UCCX Server | UCCX server where the agent exists. |
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MS 365 Tenant | MS 365 tenant where the user exists. |
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MS Teams Tenant | MS Teams tenant where the user exists. |
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MS Exchange Tenant | MS Exchange tenant where the user exists. |
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VOSS User Hierarchy | VOSS User Hierarchy |
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HCMF User Hierarchy | HCMF User Hierarchy |
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CUCM User Hierarchy | UUCM User Hierarchy |
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CUC User Hierarchy | UUC User Hierarchy |
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LDAP User Hierarchy | LDAP User Hierarchy |
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WEBEX TEAMS User Hierarchy | WEBEX TEAMS User Hierarchy |
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Pexip Conference Hierarchy | Pexip Conference Hierarchy |
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UCCX User Hierarchy | UCCX User Hierarchy |
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MS 365 User Hierarchy | MS 365 User Hierarchy |
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MS Teams User Hierarchy | MS Teams User Hierarchy |
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MS Exchange User Hierarchy | MS Exchange User Hierarchy |
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HCMF Server | HCMF server where the user exists. |
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CUCM Server | CUCM server where the user exists. |
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CUCM LDAP Directory | CUCM LDAP Directory. |
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CUC Server | CUC server where the user exists. |
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LDAP Server | LDAP server where the user exists. |
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Webex Teams Server | Webex Teams server where the user exists. |
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Pexip Server | Pexip server where the user exists. |
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UCCX Server | UCCX server where the agent exists. |
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MS 365 Tenant | MS 365 tenant where the user exists. |
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MS Teams Tenant | MS Teams tenant where the user exists. |
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MS Exchange Tenant | MS Exchange tenant where the user exists. |
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VOSS User Hierarchy | VOSS User Hierarchy |
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HCMF User Hierarchy | HCMF User Hierarchy |
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CUCM User Hierarchy | UUCM User Hierarchy |
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CUC User Hierarchy | UUC User Hierarchy |
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LDAP User Hierarchy | LDAP User Hierarchy |
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WEBEX TEAMS User Hierarchy | WEBEX TEAMS User Hierarchy |
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Pexip Conference Hierarchy | Pexip Conference Hierarchy |
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UCCX User Hierarchy | UCCX User Hierarchy |
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MS 365 User Hierarchy | MS 365 User Hierarchy |
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MS Teams User Hierarchy | MS Teams User Hierarchy |
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MS Exchange User Hierarchy | MS Exchange User Hierarchy |
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Services | Group Assigned by FDP |
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CUCM User | Link to CUCM User |
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User Provisioning Status |
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CUCM User | Link to CUCM User |
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CUC User | Link to CUC User |
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Webex Teams User | Link to Webex Teams User |
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Pexip | Link to Pexip User |
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UCCX Agent | Link to UCCX Agent |
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MS 365 User | MS 365 User |
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MS Teams User | MS Teams User |
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MS Exchange User | MS Exchange User |
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CUC User | Link to CUC User |
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Webex Teams User | Link to Webex Teams User |
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Pexip | Link to Pexip User |
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UCCX Agent | Link to UCCX Agent |
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MS 365 User | MS 365 User |
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MS Teams User | MS Teams User |
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MS Exchange User | MS Exchange User |
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Custom | Group Assigned by FDP |
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Custom String 1 | Custom String |
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Custom String 2 | Custom String |
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Custom String 3 | Custom String |
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Custom String 4 | Custom String |
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Custom String 5 | Custom String |
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Custom String 6 | Custom String |
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Custom String 7 | Custom String |
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Custom String 8 | Custom String |
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Custom String 9 | Custom String |
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Custom String 10 | Custom String |
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Custom List of Strings 1 | Custom List of Strings |
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Custom List of Strings 2 | Custom List of Strings |
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Custom List of Strings 3 | Custom List of Strings |
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Custom List of Strings 4 | Custom List of Strings |
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Custom List of Strings 5 | Custom List of Strings |
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Custom List of Strings 6 | Custom List of Strings |
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Custom List of Strings 7 | Custom List of Strings |
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Custom List of Strings 8 | Custom List of Strings |
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Custom List of Strings 9 | Custom List of Strings |
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Custom List of Strings 10 | Custom List of Strings |
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Custom Boolean 1 | Custom Boolean |
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Custom Boolean 2 | Custom Boolean |
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Custom Boolean 3 | Custom Boolean |
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Custom Boolean 4 | Custom Boolean |
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Custom Boolean 5 | Custom Boolean |
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Custom Boolean 6 | Custom Boolean |
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Custom Boolean 7 | Custom Boolean |
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Custom Boolean 8 | Custom Boolean |
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Custom Boolean 9 | Custom Boolean |
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Custom Boolean 10 | Custom Boolean |
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LDAP | Group Assigned by FDP |
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Info | Information about User |
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Ad Ldap User |
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Info | Information about User |
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Manage LDAP User | Flag to determine if users can be pushed or deleted from AD LDAP |
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LDAP write back enabled | Flag to determine if write back is enabled. |
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Sync Source | Flag to determine the user sync source. |
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LDAP Server | LDAP server where the user is configured. |
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Description | Description |
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Password | Password |
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User Account Control | Default: 512 |
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Manage LDAP User | Flag to determine if users can be pushed or deleted from AD LDAP |
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LDAP write back enabled | Flag to determine if write back is enabled. |
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Sync Source | Flag to determine the user sync source. |
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LDAP Server | LDAP server where the user is configured. |
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Description | Description |
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Password | Password |
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User Account Control | Default: 512 |
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