[Index]

Model: relation/MultiVendorSubscriber

Multi Vendor Subscribers

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Overview

VOSS Automate supports multi vendor subscribers, which allows you to provision and manage services from one or more vendors on the VOSS Automate platform. For example, to use both Microsoft meeting and collaboration tools and Cisco tools.

Single Vendor and Multi Vendor Subscribers

VOSS Automate supports provisioning for a number of categories of subscriber, representing either a single or multi vendor deployment:

Related Topics

Enable Multi Vendor Subscribers in the Core Feature Guide

Global Settings

Role-based Access for Multi Vendor Subscriber in the Core Feature Guide

Entitlement in the Core Feature Guide

Users and Subscribers in the Core Feature Guide

View Subscribers in the Core Feature Guide

• User Call Settings

View and Manage Multi Vendor Subscribers

This procedure displays and updates multi vendor subscribers.

1. In the Admin Portal, go to (default menus) User Management > User Services > Multi Vendor Subscribers.

2. View the summary list of the multi vendor subscribers.

   The table describes a few caveats around icons in the Services column of the list view:

   Users with Microsoft services	The Voice icon (phone) displays only when the user has a feature type of PhoneSystem enabled, which means that they're licensed for the voice service in Microsoft Entra. The Collaboration icon (cloud) displays only when the user has a feature type of Teams enabled, which means that they're licensed for Microsoft Teams IM/collaboration in Microsoft Entra. The Feature type field displays read-only values in Quick Subscriber.
   Users with Webex App	Included icons may be for collaboration, conferencing, voice, and/or voicemail, provided the user has the required license. For example: The Conferencing icon (monitor) displays when the user has a license where the name of the license (the pattern) contains the text "meeting" (for example, "Meeting 25"). The Collaboration icon (cloud) displays when the user has a license where the name of the license (the pattern) contains the text "messag" (for example, "Messaging").
   Headset and phone	A headset icon displays in the Services column for users that have a headset connected to an associated phone.

3. Manage multi vendor subscribers from the list view. For example, you can:

   • Filter the list

   • Add a new multi vendor subscriber

   • Move multi vendor subscribers (one or more)

   • Delete multi vendor subscribers (one or more)

     Note

     For all multi vendor subscribers you delete from the list view, their services are also deleted, and, if applicable, their hybrid status is updated. Additionally, when deleting Microsoft multi vendor subscribers, they are also off-boarded (that is, their licenses are removed).

     The VOSS user is retained only for LDAP or MS365 users.

4. To view or update the settings of a selected multi vendor subscriber, click on the subscriber in the list view to open their configuration details page. Here you can:

   • Choose an entitlement profile

   • View and manage phones and lines

     Note

     For subscribers with associated softphones, the phone product model name displays below the Phone icon on the cards. This is useful where the subscriber has multiple phones and you need to easily distinguish between different phone models.

   • Delete the multi vendor subscriber

     Note

     When deleting a multi vendor subscriber:

     • Non-Microsoft multi vendor subscriber: Deletes the subscriber along with their services
     • Microsoft multi vendor subscriber: Deletes the subscriber along with their services, and offboards the subscriber (removes their license)
     • If applicable, the subscriber's hybrid status is also updated
     • The VOSS user is retained only for LDAP or MS365 users.

   • View and manage existing and available services

     Note

     For users with multiple remote destinations associated to their single number reach (SNR), the Cisco Single Number Reach card on the management page displays only the first associated SNR remote destination profile and the first associated remote destination to that SNR.

     Note

     For users licensed with a Webex Calling Professional license, the following cards also display on their User Details view:

     • Webex Devices: for devices available to the user
     • Webex Voicemail: if the Voicemail setting is enabled, options for sendAllCalls, sendBusyCalls, sendUnansweredCalls, edit link to Voicemail.
     • Webex Calling Settings: Barge In, Caller ID, Call Forward, Call Recording, Call Waiting, Intercept, edit link to Calling Settings.

     The image shows users with Webex App, and how they show up in the the list view and on their configuration details page:

Example: Multi vendor subscriber with Cisco services

Example: Multi vendor subscriber with Microsoft Teams

Example: Multi vendor subscriber's headset settings

Example: Multi vendor subscriber Cisco Webex App User with a Webex Calling - Prefessional license, showing the Cisco Webex App User Calling Settings:

Related Topics

• Single Number Reach
• Voicemail
• User Call Settings (Microsoft subscribers).
• Configure Quick Actions for Multi Vendor Subscribers

Quick Actions for Multi Vendor Subscriber

Quick actions allow you to easily access frequently used activities, for example, to reset a PIN or password, or to add a subscriber. Multi vendor subscriber includes a set of quick actions that are configured via the multi vendor subscriber field display policy (MultiVendorFDP; fallback FDP is default).

Quick actions added to the MultiVendorFDP field display policy (FDP) appear as links on the Quick Actions card on the management page of the selected multi vendor subscriber.

While some quick actions are also available as stand-alone features or functionality that can be accessed via a menu or landing page link (or via the Search bar), other quick actions, such as Update User (Cisco UCM), are only available as a quick action. Additionally, the availability of a quick action also depends on the user type or the environment, for example, Cisco or Microsoft, multi vendor or hybrid.

Quick action links trigger the following behavior in the system:

• Some quick actions, such as Update User (Cisco UCM), are only available as a quick action link that launches a dialog (or overlay) on the current page, and allows you to perform a specific action (related to the quick action).

• Some quick actions are shortcuts to a menu or landing page for the feature, such as the Quick Subscriber (Cisco UCM) or Quick Subscriber (MS) link, which opens the Quick Add Subscriber page directly from the quick link.

• In some cases, the quick action launches a dialog (or overlay) on the current page for performing a specific action related to the quick action, such as Add to Hunt Group or Remove from All Hunt Groups, while the full functionality for the feature is also available via a menu or landing page.

  In this case, you may also access the functionality via the menu (or fill out the feature name, for example, Hunt Groups, in the Admin Portal Search bar, and press Enter to locate the page).

The table describes the available quick actions:

Related Topics

• Configure Quick Actions for Multi Vendor Subscribers
• Menu Layouts
• Reset UC Passwords
• Landing Pages
• Field Display Policies
• Quick Add Subscriber
• Hunt Group Management
• Update Cisco User
• Call Pickup Groups
• Extension Mobility
• Extension Mobility (EM) Login and Logout
• Move Subscriber
• Manage Group Membership

Merge Two Users into a Single Multi Vendor Subscriber

VOSS Automate provides a merge tool for consolidating duplicate user accounts from two different vendors (two data/User instances with the same email address) that have been imported from different vendors, into a single, Cisco-Microsoft multi vendor subscriber.

This case is required where you have imported two user accounts from different vendors, for example, Cisco and Microsoft, and you add or update their email addresses to the same email address. In this case, the merge tool workflow (Merge_Relation_User workflow) is triggered when it finds the duplicate email address for the two data/User instances.

You can use the view for the merge tool (view/ConsolidateUsers) to define the primary user (which is retained once merged), and the secondary user (which is deleted once merged). The services of the secondary user will then be merged into the primary user.

When consolidating these two accounts, the default provisioning workflow of the merge tool (ConsolidateUsers) copies details of the secondary user into the primary user, and moves any device models associated with the secondary user to the hierarchy of the primary user:

• Copies the username (Cisco or Microsoft) of the secondary user to the primary user
• Copies the Zoom username of the secondary user to the primary user
• Copies the email address of the secondary user to the primary user
• Copies the email address to the Cisco subscriber, if the primary CUCM user is local
• Deletes the secondary user (the data/User instance of the secondary user

Once successfully merged, a log entry is added to data/HcsUserManagementLogDAT, and the primary user is assigned a VOSS username, as a multi vendor subscriber.

Configure Quick Actions for Multi Vendor Subscribers

This procedure configures the quick actions that display on the Quick Actions card when viewing a multi vendor subscriber.

To configure the quick actions that display on the card:

1. In the Admin Portal, go to (default menus) Customizations > Field Display Policies.

2. In the list view, search for and click on the default multi vendor subscriber field display policy (MultiVendorFDP).

3. Clone the FDP, then edit the clone for your requirements:

   • Fill out a name and a description for the FDP.

   • Leave the target model type as relation/MultiVendorSubscriber.

   • For Display Groups As, choose whether the default display is panels, tabs, or fieldsets.

   • Click the down arrow at Quick Actions, then configure the fields to display:

     Note

     Leave the Quick Actions card in its default position at the top of the dashboard.

     See Configure Multi-vendor Subscribers

     • Add fields to the card by selecting and moving fields from Available to Selected.
     • Remove fields by selecting and moving fields from Selected to Available.

     Important

     You must select valid fields for the model (allowed services), which in this case is relation/MultiVendorSubscriber.

     Only valid fields will display on the service cards once you apply the FDP. For multi vendor subscriber, valid field names are prefixed mvs_user_qa, where:

     • mvs is the alias for multi vendor subscriber*
     • _qa is Quick Action

     If a service or action is disallowed in the global settings or in the entitlement profile, or if required servers are not installed for the service, the system verification check does not allow display of the service or action on the Subscriber management dashboard (defined via the FDP), and the subscriber can't be provisioned with this service.

4. Click Save.

   The next time you view the Quick Actions for a selected multi vendor subscriber, you'll be able to use the quick action to update the subscriber.

Update Cisco User via Quick Actions

This feature allows you to enable or disable IM and Presence, to choose the IPCC extension, and to define whether the user has permissions to host a conference.

To update a Cisco user for IM and Presence and/or Conference Now:

1. In the Admin Portal, go to (default menus) User Management > User Services > Multi Vendor Subscribers.

2. Click on the relevant subscriber.

3. In the Quick Actions, click Update Cisco User to open the dialog, then update the Cisco user:

   • To enable IM and Presence, select IM and Presence Enable.

   • Select the IPCC extension from the drop-down.

     Note

     The IPCC Extension drop-down lists the line/route partitions associated with this user.

   • To enable Conference Now, select Enable User to Host Conference Now. When enabling Conference Now:

     • The meeting number displays in the read-only Meeting Number field.
     • You can fill out an access code in the Attendees Access Code field.

4. Click Submit.

Enable Multi Vendor Subscribers

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Overview

This procedure enables and sets up multi vendor subscriber, and involves the following tasks:

• Enable relevant Global Settings.
• Configure the multi vendor field display policy (MultiVendorFDP).
• Configure entitlement profiles.
• Verify that you have appropriate servers installed and configured.

Related Topics

Multi-vendor Subscribers in the Core Feature Guide

Global Settings

• Configure Quick Actions for Multi Vendor Subscribers

Step 1: Enable Multi Vendor Subscriber in the Global Settings

1. Log in to the Admin Portal.

2. Select the hierarchy.

   Note

   The global setting to enable multi-vendor is typically defined at the customer hierarchy, although it may be enabled/disabled at any level.

3. Go to (default menu) Customizations > Global Settings.

4. On the Enabled Services tab, enable services, as required.

5. Save your changes.

   Note

   For new installs of VOSS Automate, once a CUCM is imported and a customer hierarchy and some sites have been created, CUCM services are enabled by default at system level; other services must be enabled, as required. The Global Settings are retained on upgrade.

Step 2: Configure the Multi Vendor Subscriber Field Display Policy

1. In the Admin Portal, go to (default menus) Customizations > Field Display Policies.

2. Click on the default multi vendor field display policy (MultiVendorFDP) to open its editing screen.

3. Click the toolbar Clone icon to create a copy of the default FDP.

   Note

   • It is recommended that you clone default templates rather than overwriting default settings.
   • The multi vendor FDP is associated with the model relation/MultiVendorSubscriber.

4. Edit the cloned multi vendor FDP for your requirements:

   • To add a new card, click the Plus icon (+); then, configure the card.

   • To delete a card, click the Minus icon (-).

   • To edit a card, click the down-arrow on the card to display editing options:

     • Click Move Up or Move Down to rearrange the position of cards.

       Note

       It is recommended that you leave the User Details card and the Quick Actions in their default positions at the top of the dashboard.

     • Change card titles.

     • Choose whether to display the card as a fieldset with columns.

     • Define the actions you require in the Quick Actions.

     • Add fields to a card by selecting and moving fields from Available to Selected.

     • Remove fields by selecting and moving fields from Selected to Available.

     Important

     Select valid fields for the model (allowed services). Only valid fields will display on the service cards once you apply the FDP.

     Check the field naming convention when choosing fields, for example:

     • Field names prefixed account_information are valid for the User Details card.

     • Field names prefixed cisco_webex are valid for Webex.

     • Multi vendor field name formats, such as mvs_user_qa, where:

       • mvs is the alias for multi vendor subscriber*
       • _qa is Quick Action

       For example, the mvs_user_qa.qa_update_group_membership field allows for the Update Group Membership quick action which opens a transfer box containing a list of MS 365 groups that can be assigned to or removed from the user. If the MS 365 groups have licenses assigned to them, these will then also respectively be applied to or removed from the user. See also the Quick Add Group assigned to the user: Multi Vendor Subscribers and Quick Add Subscriber Groups.

       If a service or action is disallowed in the global settings, entitlement profile, or if required servers are not installed for the service, the system verification check does not allow display of the service or action on the Subscriber management dashboard (defined via the FDP), and the subscriber cannot be provisioned with this service. For example, if the Microsoft service is disabled in Global Services, then quick actions such as MS Quick Subscriber, MS Subscriber Staging and MS Quick Offboard Subscriber are not available.

5. Save your changes.

Step 3: (Optional) Configure Entitlement Profiles for Multi Vendor

1. In the Admin Portal, go to (default menus) Entitlement > Profiles.
2. Click on the relevant entitlement profile to open its editing screen.
3. Select the services you wish to enable for the profile.
4. Save your changes.

Step 4: Verify Servers

To verify that you have the appropriate servers installed and configured:

1. In the Admin Portal, go to (default menus) Apps Management.
2. Select the relevant server, for example, for CUCM, select CUCM > Servers to view and manage the servers.
3. Repeat this step to verify the presence of all required servers.

Multi Vendor Subscriber Edit Relation

Model Details: relation/MultiVendorSubscriber