[Index]
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Reassign Services simplifies and automates the transfer of existing Subscriber services from a Source User to a Target User.
Reassign Services high level workflow
To access the flowcharts, view the topic via Documentation and Resources at: https://voss.portalshape.com
This utility is for example useful when an employee left the company and a new employee now starts the same role. Therefore, instead removing the old subscriber and configuring a new subscriber with the same settings and standards, the services and settings can be moved from the old subscriber to the new subscriber.
These services can include:
Note
Webex (Meetings and App) and CCX services are not currently supported by this feature.
Custom settings can be applied to these services during the reassignment. A Reassign Services Profile setting is available to choose the configuration templates that will be used to update services during reassignment. These allow you to customize most settings on any of the above devices, including Line Alerting Name, Line Label, DisplayASCII values, and so on.
Example templates are provided that contain macro variables for fields that are likely to differ between subscribers. The field values then resolve with input from existing target user details. In this way the templates are not limited by for example a Site and Phone Model.
When reassigning services from existing source users to existing target users, the latter are moved to the same site as the source user, if these differ.
An option is also available to create a new target user as part of the Reassign Services process, instead of selecting an existing user without services. This user will be created at the same site as the source user.
Other features included are:
Related Topics
The Reassign Service feature directs you to the Customer hierarchy (if you are not already there) because it supports target users that are on a different site as the source user.
To access the flowcharts, view the topic via Documentation and Resources at: https://voss.portalshape.com
Field Name | Comment |
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Reassign Service Profile | This field will pre-populate with the first profile. You can select a different profile if required. If no profile option is available, then a reassign service profile needs to be added in the system. |
Source User | Choose the subscriber to be reassigned. This provides a list of usernames of Subscribers in the system. It will list local or CUCM-LDAP Synced Subscribers only (not VOSS-LDAP Synced). Once a subscriber is selected, the Source User Services tab is updated to show services currently assigned and that will be reassigned to the target user. This is a good way to validate that all the services are shown or that there are not services that you do not want reassigned. |
Source User Hierarchy | Once a subscriber is selected the Source User Hierarchy will be populated - this is a read-only informational field. |
Add A New Target User | Select this option if you need to add a new local user to the system as the target user. Once selected, the form updates to reflect this choice. |
Target User | To reassign to an existing user: select the username from the dropdown. This will show local or CUCM-LDAP synced users at the customer level or lower. Once a user is selected, the Target User Services tab is updated to reflect any services currently assigned to the user. If the user has any entries on this tab then the transaction will be blocked. So this provides an option to check before submitting. To create a new target user: enter the username for the new user to be created. The user will be added to the same hierarchy as the source user. |
Target User Hierarchy | Shown only if add new target user is not selected - read-only informational field. Shows the hierarchy of the selected target user. Can be different to the source user and the feature will move the target user to the same hierarchy as the selected source user. |
First Name | First Name of the Target user. Will be read only if the target user is a LDAP synced user. |
Last Name | Last Name of the Target user. Will be read only if the target user is a LDAP synced user. |
Email Address | Email Address of the Target user. Will be read only if the target user is a LDAP synced user. |
Password | Visible if the target user is not a LDAP synced user. Enter the password for the target user. |
Pin | Enter the PIN for the target user (used for device profile and voicemail). |
Notes:
The feature requires that source user services should all be at the same site hierarchy.
Target user and hierarchy:
New target user - will be added to the hierarchy of the source user.
Existing target user - If the target user is in a different hierarchy to the source user, the target user will be moved to the same hierarchy as the source user as part of the reassign of services.
Note
It is not possible to reassign services to a user who is on a different Unified CM Cluster than the source user. The target user dropdown will currently not show users on a different cluster.
The Source User Services tab will populate once a source user has been selected. This shows the services currently assigned to that user and the services that will be reassigned. This is a good way to validate the services that will be reassigned and to check if there are any services missing or that should not be reassigned. This can then be corrected as needed before reassigning the services.
The Target User Services tabs will populate once a target user is populated. This is a good way to validate that the target user does not currently have any services assigned, as this will cause the transaction to fail with an error message indicating the target user has services. This can be resolved by choosing a different target user or by removing the services currently configured for the target user.
Based on the setting in the reassign profile, the source user will either be left in the system (without any services) or removed from the system entirely.
Most of the services are updated to be associated to the target user and have settings updated according to the Configuration Templates (CFTs) in the reassign profiles.
There are some considerations:
The feature includes the optional ability to update shared line appearances of the source user's lines on other users' phones to reflect the destination user's details. For example:
In this case, when Bob's service is reassigned to a new user, Mary's Line 2 appearance will need to be updated to reflect the new user (e.g display name, label, etc.). This is supported for line appearances on Phones, Device Profiles, and Remote Destination Profiles. See the reassign services profiles section for more details on the controls.
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Current Hierarchy PKID | The Pkid of the hierarchy node from where the view is launched. |
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Source User | Name of Source User with existing services. |
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Source User Hierarchy | The name of the hierarchy node where Source User resides and the Target User will be moved to. |
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Source Hierarchy Pkid | The PKID of the hierarchy node where the Source User resides and the Target User will be moved to. |
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Source Site | The Site name where the Source User resides and the Target User will be moved to |
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Add New Target User | Checkbox to allow adding of Target User. |
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Target User | Name of Target User that will receive services. |
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Target User Hierarchy | The name of the hierarchy node where Target User resides at submit time. |
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Target User Current Hierarchy Pkid | The PKID of the hierarchy node where Target User resides at submit time. |
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Target User Current Site Name | The Site where Target User currently resides. |
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First Name | The First Name of the Target User used in naming macros. |
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Last Name | The Last Name of the Target User used in naming macros. |
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Email Address | The Email Address of the Target User to be created. |
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Password | The Password of the Target User to be created. |
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Pin | The Pin of the Target User to be created. |
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Reassign Services Profile | Choose a Reassign Services Profile to apply to this service change. |
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Source User Services |
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Phones |
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Extension Mobility Profiles |
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Voicemail Extension |
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Webex |
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Single Number Reach |
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Target User Services |
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Phones |
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Extension Mobility Profiles |
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Voicemail Extension |
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Webex |
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Single Number Reach |
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LDAP User Status | The LDAP User Status of the Target User to be created. |
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LDAP Directory Name | The LDAP Directory Name of the Target User to be created. |
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