.. _microsoft-quick-start:


Microsoft Quick Start Guide for VOSS Automate
---------------------------------------------------


.. index:: Flowchart;Microsoft Quick Start


Overview 
...........


This quick start will guide you through the steps for setting up VOSS Automate for Microsoft. 



.. include:: microsoft-quickstart-short.uml


.. rubric:: Related Topics 

* :ref:`microsoft-overview`
* :ref:`concepts-intro-ms-dialplan-management`
* :ref:`flow-through-provisioning`
* :ref:`ms-tenant-dialplan`
* :ref:`overbuild-msft`
* :ref:`qas-for-ms-users`
* :ref:`ms-subscribers`
* :ref:`global-settings`
* :ref:`offboard-user-ms-subscribers`
* 
  .. raw:: latex

     Microsoft Sync Overview in the Core Feature Guide

  .. raw:: html
  
     <a href="/best-practices/best-prac-ms-sync.html">Microsoft Sync Overview</a> 


.. _ms-quick-start-step1:

Step 1: Microsoft UC Application Setup 
..............................................................

See :ref:`microsoft-device-mgt`


This process starts with configuring the setup in the UC apps, and setting up the PowerShell Proxy server. Some of the 
details generated during this initial setup (for example, the client/application ID, client secret, and 
the service account credentials) is used in VOSS Automate to configure the Microsoft tenant 
connection parameters.


.. include:: microsoft-setup-short.uml






.. _ms-quick-start-step2:

Step 2: Configure VOSS Automate for Microsoft Services
..................................................................

The flowchart sets out the steps for configuring VOSS Automate before you can 
import Microsoft users, licenses, policies, and dialplans.

For details, see :ref:`VOSS-Automate-configuration-and-sync-for-microsoft`


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


The steps in the workflow are as follows: 

1. Configure the hierarchy to create customers for tenant setup
2. In the Global Settings, enable Microsoft, and disable *Enable HCS Dialplan Rules*
3. Configure role-based access controls (add Microsoft admin users, roles, and menu layouts)
4. Configure the SMTP server to allows emails to users
5. Configure the Microsoft tenant. 
6. Add Microsoft tenant details to Network Device Lists (NDLs) 
7. Sync in Microsoft users





.. _ms-quick-start-step3:

Step 3: Sync Microsoft Users to Sites
........................................

You can choose to either directly sync in the tenant dialplan, policies, licenses and Microsoft users to the customer, 
or configure sync with flow through provisioning before syncing in Microsoft data and users: 

For details, see :ref:`sync-ms-users-to-sites`


.. rubric:: Sync to customer, then to sites

.. include:: microsoft-user-move-configuration-short.uml


.. rubric:: Sync to site with flow through provisioning 

.. include:: sync-with-flow-through-short.uml