Introduction to Reassign Services#

Reassign Services simplifies and automates the transfer of existing Subscriber services from a Source User to a Target User.

Reassign Services high level workflow

@startuml
!include style.iuml
start
:[[../src/user/concepts-reassign-services-profile Reassign Services Profile ]];
  note right
    Set up your profiles before proceeding.
  end note
if (Do you want to reassign or update user services?) then (reassign)
 :[[../src/user/concepts-reassign-services Reassign User Services ]];
else (update)
 :[[../src/user/concepts-reassign-services-update Update User Services ]];
endif
stop
@enduml

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:

  • Fixed phones

  • Device Profile(s)

  • Remote Destination Profile(s). Remote destination needs to be set up for the target user separately

  • Voicemail user with related services including alternate extension and message handle (action)

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:

  • Change User Details (modified Reassign Services) that updates the services of an existing subscriber using custom templates referenced in a Reassign Services Profile.

Related Topics