.. _move-subscriber: Move Subscriber --------------- .. index:: Feature;Feature Move Subscriber .. index:: Move Subscriber (Feature) .. _20.1.1|VOSS-634|EKB-3035: .. _20.1.1|EKB-6758: .. _20.1.1|EKB-7156: .. _20.1.1|EKB-7163: .. _21.3-PB1|EKB-12793: Overview .......... A Customer administrator (or higher) can move a subscriber from: * Provider level to a Site (if you're logged in as a Provider administrator) * Customer level to a Site * One Site to a another Site, under the same Customer * One Site to another Site, for example, on a different CUCM cluster and CUCxn cluster. .. rubric:: When moving a subscriber: * The subscriber, phones, device profiles, SNR, voicemail, and VOSS Automate data are processed in the move. * The subscriber is updated with a new primary extension, where appropriate. * The following existing services (associated with this subscriber) are moved along with this subscriber: * Phones (and associated lines) * Devices * Device profiles * Single number reach * Voicemail * Webex * Webex App * Contact center * When moving between sites on the same CUCM cluster, subscriber data is moved to the new hierarchy and updated as described above. It is assumed that the CUCxn, if used will remain. * When moving between different CUCM clusters, the move data is re-provisioned on the new cluster and deleted on the original cluster, except for the CUCM subscriber. When the CUCM subscriber is local, the old subscriber is removed. .. important:: When moving a subscriber across clusters, while the subscriber retains their remote destination information, their time of day information (ToD) and related time schedules and time periods data associated with the remote destination profile must be recreated at the target hierarchy. * For an LDAP user, the VOSS Automate subscriber is purged. The user is removed from the ``device/cucm/User`` model of the source CUCM in VOSS Automate. The home cluster flag is maintained such that it is only set to True on the CUCM cluster hosting the subscriber, even if the subscriber exists on other CUCM clusters. * When moving between clusters, the CUCxn server can be retained. In this case, the model instances are moved. If the CUCxn server changes, a new CUCxn subscriber is created against a chosen subscriber template. This will not copy custom settings for the CUCxn subscriber or any recorded prompts and messages. * The first line on all devices must be common prior to the move. Replacing lines creates the same line layout on all devices. * When moving cross cluster, the CUCM cluster is changed. The CUCxn cluster may be retained or changed, based on the new site NDL. If the CUCxn cluster is changed, only basic voicemail is created - user customized configuration, as well as prompts and messages are not moved to the new CUCxn cluster. * CUCxn cluster moves are only supported where the CUCM cluster changes. Move Subscriber Configuration ............................... You can move subscribers via (default menus) **Subscriber Management > Move Subscriber**, then configure options on the following tabs: * :ref:`subscriber-configuration` * :ref:`desk-phone-configuration` * :ref:`jabber-dual-mode-device-config` * :ref:`line-configuration` * :ref:`existing-services` .. _subscriber-configuration: Subscriber Configuration Tab ''''''''''''''''''''''''''''''''' On this tab you choose the subscriber you're moving and their target hierarchy. .. image:: /src/images/move-subscriber-subscriber-config-tab.png The table describes configuration options on the Subscriber Configuration tab: .. tabularcolumns:: |p{4cm}|p{11cm}| +-------------------------+-------------------------------------------------------------+ | Field | Description | +=========================+=============================================================+ | Subscriber | The subscriber you're moving. | +-------------------------+-------------------------------------------------------------+ | Move from Hierarchy | Auto-populated, based on the subscriber you choose. The | | | hierarchy the subscriber is moving from. | +-------------------------+-------------------------------------------------------------+ | Move to Hierarchy | Mandatory. Choose a target hierarchy for the move. | +-------------------------+-------------------------------------------------------------+ | New Role | Optional. Choose the subscriber's role at the target | | | hierarchy. | +-------------------------+-------------------------------------------------------------+ | Use Default Device Pool | Choose whether to use the default device pool (the site | | | default at the target hierarchy). | +-------------------------+-------------------------------------------------------------+ | Device Pool | Displays only when **Use Default Device Pool** is not | | | selected. Allows you to choose a device pool at the target | | | hierarchy, if you're not using the default. | +-------------------------+-------------------------------------------------------------+ | Caution | Read only warning field, for example, to alert you when | | | you're moving a subscriber to a new CUCM cluster. | +-------------------------+-------------------------------------------------------------+ | New CUC User Template | Mandatory when moving a subscriber to a different CUCM | | | cluster. | +-------------------------+-------------------------------------------------------------+ | User Template | Optional template (``MoveUpdateUserCustom_CFT``) for | | | custom subscriber updates on CUCM. | | | | | | You can clone and customize this template, if required. | | | Available user templates are listed on the Configuration | | | Templates page at (default menus) | | | **Customizations > Configuration Templates**. | +-------------------------+-------------------------------------------------------------+ .. _desk-phone-configuration: Desk Phone Configuration Tab '''''''''''''''''''''''''''''''' This tab configures the desk phones of the subscriber you're moving. .. note:: By default, existing desk phones are moved with the subscriber. However, desk phones can either remain at the old site or move with the subscriber. Existing softphone devices, such as Jabber or Dual Mode devices, are always moved. .. image:: /src/images/move-subscriber-desk-phone-config-tab.png The table describes configuration options on the Desk Phone Configuration tab: .. tabularcolumns:: |p{4cm}|p{11cm}| +----------------------------------+-------------------------------------------------------------+ | Field | Description | +==================================+=============================================================+ | Move Desk Phones | Enabled by default. Defines whether to move | | | the subscriber's (SEP prefix) desk phones to the target | | | hierarchy. Phones that aren't moved remain at the origin | | | hierarchy. | | | | | | When unchecked (disabled), the moved subscriber is | | | disassociated from their existing desk phones. | | | | | | Existing (non-SEP prefix) softphone devices (such as | | | Jabber or Dual Mode devices) are always moved, but can be | | | configured via the Jabber/Dual Mode configuration | | | templates. See *Jabber/Dual-Mode Device Configuration*. | +----------------------------------+-------------------------------------------------------------+ | Create New Phone | Choose this option to create new phones for the subscriber | | | at the target hierarchy. When enabled, configure the | | | following fields on this tab: | | | | | | * Use existing phone configuration (yes/no) | | | * Desk phone profile | | | * Desk phone feature template | | | * Phone name | +----------------------------------+-------------------------------------------------------------+ | Use Existing Phone Configuration | Displays when **Create New Phone** is enabled. | | | | | | Defines whether to use the existing phone configuration | | | as a template to create the new phone. When enabled, | | | configure the following fields on the tab: | | | | | | * Phone configuration source | | | * Desk phone profile | | | * Phone name | +----------------------------------+-------------------------------------------------------------+ | Phone Configuration Source | Displays only when **Use Existing Phone Configuration** is | | | enabled. | | | | | | Choose from a list of the subscriber's existing phones to | | | create the new phone using the configuration of the | | | existing phone. | +----------------------------------+-------------------------------------------------------------+ | Desk Phone Profile | Displays when **Create New Phone** is enabled. | | | | | | Defines the phone type (and associated configuration). | +----------------------------------+-------------------------------------------------------------+ | Desk Phone Feature Template | Displays when **Create New Phone** is enabled and | | | **Use Existing Phone Configuration** is disabled. | | | | | | Optional configuration template. Choose a template from the | | | the first Phone Mapping Configuration found up the | | | hierarchy tree. | | | | | | The Move Subscriber process applies the newly created phone | | | with the desk phone profile and then on top of it the | | | details from the chosen desk phone feature template. | +----------------------------------+-------------------------------------------------------------+ | Phone Name | Displays when **Create New Phone** is enabled. | | | | | | Choose a phone name from the drop-down, which displays | | | options from the **Phone Configuration Mapping** page | | | (**Customizations > Phone Configuration Mapping**). | | | | | | Default phone configuration mappings are available per | | | hierarchy and are used at the selected hierarchy and below. | | | See "Configuration Mapping Files" in the Core Feature | | | Guide for details. | +----------------------------------+-------------------------------------------------------------+ .. _jabber-dual-mode-device-config: Jabber/Dual-Mode Device Configuration Tab '''''''''''''''''''''''''''''''''''''''''''' This tab configures Jabber and dual mode devices that are, by default, moved with the subscriber. The device configuration is derived from the device profile selected in the associated **Profile** drop-down (i.e. Android, CSF, Tablet, iPhone, Carrier Integrated Mobile and CTI Remote Device). The default device profiles are found on the **Phone Mapping [Default]** page (default menus: **Customizations > Phone Configuration Mapping**). You can clone and save a profile if required, and customize the relevant settings, for example, **Basic Phone CFT**, in order to apply different settings to the device. See "Configuration Mapping Files" in the Core Feature Guide for more details. .. image:: /src/images/move-subscriber-jabber-config-tab.png .. _line-configuration: Line Configuration Tab ''''''''''''''''''''''''''''''''''''''''''' This tab configures options for moving lines and/or creating lines when moving a subscriber. When moving a subscriber, the system performs a validation check to ensure that the first line across all devices is common. All new lines created (or existing lines moved) in the move, are assigned to SNR. For example, if a subscriber with three lines and a Phone, SoftPhone, DeviceProfile, and SNR is moved, all these services will be associated with the three lines. The only exception to this is for Voicemail, where the first line is always selected as the Voicemail line. At the target hierarchy, the line label updates to FirstName, LastName, and extension. .. image:: /src/images/move-subscriber-line-config-tab.png .. rubric:: Creating Lines When moving a subscriber to another CUCM cluster, you must create new lines (in this case, the option to move lines is hidden). When creating a new line: * Choose the default CSS (at the target hierarchy); else, select a line CSS and a Call Forward CSS for the new line. A configuration template ``MoveUpdateLineCustom_CFT`` is available to make custom line updates * Choose a line template for the new line. One line template may apply to all lines. .. rubric:: Moving Lines .. Important:: Lines are exposed and supported by VOSS Automate (if the required conditions already specified in this doc are met). * Lines can only be moved if your system is using a type 4 dial plan, and only if the move is on the same cluster. Ensure that the customer dial plan supports moving of lines between sites before attempting to move the line. * Lines can't be moved between sites if the customer dial plan at the target site uses SLC-based dial plans (types 1, 2, and 3). .. note:: To allow moving of a subscriber with their device profile and line: * The customer dial plan of the target site must not be SLC-based; that is, the following setting must be disabled in the target site's customer dial plan: `Site-Location Code (SLC) based dial plan` You can view the customer dial plan configuration via (default menus) **Cisco Dial Plan Management > Customer > Dial Plan**. Additionally, the global setting, `Enforce HCS Dialplan Rules`, must be disabled for the target site. You can view this setting via (default menus) **Customizations > Global Settings** and select the **Number Inventory** tab. .. _existing-services: Existing Services Tab ''''''''''''''''''''''''''''''''''''''''''' This read-only tab displays the existing services of a subscriber you're moving. .. image:: /src/images/move-subscriber-existing-services-tab.png