[Index]
To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com
Overview
You will need to onboard Microsoft users to create Microsoft subscribers in VOSS Automate.
Onboarding a Microsoft user involves importing users and related data to the customer level from the Microsoft Cloud service, and then moving users to the correct sites as fully provisioned subscribers.
Automated workflows configure imported objects once changes are synced in, and apply the required configuration, policies, and licenses. This means administrators won't need to continually monitor the sync, or to perform additional steps to complete the process.
Once synced in (at the customer or site level), administrators can manage Microsoft users and subscribers via a single interface and login, from within the VOSS Automate Admin Portal. To maintain data integrity, to manage licenses, and to automate number auditing for synced in users, regular, targeted backend syncs poll for changes made at the device model layer.
To access the flowcharts, view the topic via Documentation and Resources at: https://voss.portalshape.com
Related Topics
Microsoft Overview in the Core Feature Guide
VOSS Automate Configuration and Sync in the Core Feature Guide
Sync with Flow Through in the Core Feature Guide
Microsoft Exchange in the Core Feature Guide
Onboarding Microsoft Users
VOSS Automate provides two onboarding options for Microsoft users:
Sync users to customer level, and then to sites | VOSS Automate Configuration and Sync This option starts with an initial import of dial plans, policies, licenses, and Microsoft users, to the customer level (sync all to the tenant). Then you will need to set up the configuration and user move criteria before moving users to the sites (set up model filter criteria, site defaults, quick add groups, subscriber profiles, and number inventory). Finally, you have two options to move users to the sites as fully provisioned subscribers:
When moving users to site, the VOSS Automate automated workflow applies the required configuration, services, lines, policies, and licenses. |
Sync users directly to sites | Sync with Flow Through In this option, you run the initial sync together with flow through provisioning. In this case, you start by setting up the configuration and user move criteria before running the initial sync. That is, to set up the model filter criteria, site defaults, quick add groups, and subscriber profiles. In addition, you will need to:
Once changes are synced in from the Microsoft Cloud, VOSS Automate automated workflows move the tenant dial plan, policies, and licenses to the customer level, and moves users directly to the appropriate sites as fully provisioned subscribers. |
Note
Offboard a User
You can offboard a Microsoft subscriber by simply removing their Microsoft license, which removes all currently assigned services.
Note
In order to use this feature, you need to enable License Management in the Site Defaults Doc. Enable the setting Manage Licenses and Allow User Staging in your Site Defaults Doc.
If enabled, this setting will remove the license that is assigned to the user and will set the LineURI to null, i.e. disable MS Teams calling. If not set, then only the LineURI field is set to null and the user license is kept intact.
To offboard a user:
View and Edit Microsoft Subscribers
This procedure displays and edits Microsoft subscribers.
View a summary list of all Microsoft subscribers
Log in to the VOSS Automate Admin Portal.
Choose the hierarchy.
Go to (default menus) Microsoft Subscriber Management > Subscribers.
On the Subscribers list, view a summary of Microsoft subscribers at the current hierarchy.
The Subscribers summary list view for Microsoft users provides details for the following, for each subscriber in the list:
View and update a single Microsoft subscriber
Tab | Description |
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MS 365 | Microsoft user. |
MS License | View, add, or delete this subscriber's Microsoft licenses. |
MS Teams | The Microsoft subscriber's MS Teams details. The fields below are read-only:
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Exchange Mailbox | The subscriber's user mailbox settings. You can update the mailbox display name, assign mailbox and calendar permissions to another user. See Microsoft Exchange in the Core Guide for details around managing other Microsoft Exchange mailbox types, such as shared or room mailboxes, or distribution groups. |
Local User | The user corresponding with this subscriber. |
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User Details | Group Assigned by FDP |
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Username * |
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