[Index]
Overview
Quick offboard subscriber (QOS) offboards a Microsoft subscriber by removing their Microsoft license, which removes all currently assigned services.
Note
If the Quick Offboard Subscriber configuration template (for target model view/MicrosoftSubscriberQas) includes a Quick Add Group entry associated with the configuration template for the MS Groups Remove Template, referenced MS group licenses associated with the user are also removed. See: Microsoft Licenses
Offboard a Microsoft Subscriber
This procedure is for Microsoft-only users. When choosing a hybrid user with Cisco-Microsoft services, you'll need to work with this user via the Hybrid multi vendor actions. The Hybrid Status Message field displays the user's hybrid status. See Cisco-Microsoft Hybrid Subscribers
To offboard a Microsoft subscriber:
Log in to the Admin Portal.
Go to MS Subscriber Management > Quick Offboard Subscriber.
Choose the relevant site.
At the Username drop-down, select the subscriber you wish to offboard.
Click Save.
Verify that the subscriber's license and all their services are now removed:
Go to (default menus) Microsoft Subscriber Management > Subscribers, and confirm that the value in the Is Licensed column of the list view is false.
Click on the subscriber to open their management page, and verify that they have no services assigned (for example, their MS Teams user status should be *User not provisioned for MS Teams).
Important
Since the offboard transaction requires a sync with the Microsoft Cloud and relies on waiting for incoming new data from Microsoft, you may expect some delay (between 30 and 60 seconds), before the user's new status (unlicensed, and services removed) displays in Automate. For example, the user may still appear as licensed in Automate, and values such as PhoneSystem may still display as an assigned service in the Automate cache, even though the user is unlicensed and services are removed.
Custom String and Custom Boolean Fields
The Quick Offboard Subscriber form allows for the exposure of up to ten custom string fields and up to 10 custom boolean fields to the field display policy you apply to the Quick Offboard Subscriber form (view/MicrosoftSubscriberQos).
The values are called
This provides flexibility to add additional details for a subscriber, if required to set specific values that for can example trigger workflows during off-boarding.
To expose custom fields for view/MicrosoftSubscriberQos:
Log in to VOSS Automate as Provider admin or higher.
Create or update the Customers data model field display policy:
Go to (default menus) Customization > Field Display Policies, and locate the entry for target model type view/MicrosoftSubscriberQos.
Click on the default field display policy (FDP) for the model (the FDP named default).
Clone (copy) the default FDP for the model, and give the clone a new name.
Note
You cannot modify default FDPs that ship with the system. This allows you to refer to or revert to a system default at any time, if required.
Modify the new FDP (the clone).
(You can add a new group of fields containing only the new custom fields, or add fields to existing field groups. )
Save your changes.
Update the landing page (Landing Pages) or menu layout (Menu Layouts) to apply the field display policy.
Log out, then log in again as Provider admin.
This allows the role-based access profile changes to refresh so that you can view the updated menu layouts and field display policies you applied, including new custom fields.
To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com
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-4-UC 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.
Onboard Microsoft Users
VOSS-4-UC provides two onboarding options for Microsoft users:
Sync users to customer level, and then to sites | VOSS-4-UC 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-4-UC 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-4-UC 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. |
To access the flowcharts, view the topic via Documentation and Resources at: https://voss.portalshape.com
Offboard a User
This procedure offboards a user.
Related Topics
Microsoft Overview in the Core Feature Guide
VOSS-4-UC Configuration and Sync in the Core Feature Guide
Sync with Flow Through in the Core Feature Guide
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