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Automate
Compatibility Matrix
Core Feature Guide
What’s New
Conventions Used in this Guide
Introduction
Welcome to VOSS Automate
Unicode Limitations
Accessibility
Multi Vendor Support
Default and Custom Menus in VOSS Automate
Product License Management
Log In to the Admin Portal
Introduction to the Admin Portal User Interface
Manage Items
Working with Lists
Search in VOSS Automate
Searchable Fields
Case Insensitive Search Fields
Quick Start Guides
Customer Onboarding Quick Start Guide (Multiple Vendors)
Microsoft Quick Start Guide for VOSS Automate
Hierarchy Management
Introduction to Hierarchies
Navigating the Hierarchy
View the Hierarchy
Create a Provider
Create a Reseller
Create Intermediate Node
Delete a Hierarchy
Delete Issues and Purges
Localization Language
Customer Management
Customers
Network Device Lists (NDLs)
CUCM Group Selection
CUCM Group Counts
Countries
Introduction to EMCC
EMCC Groups
EMCC Route Patterns
EMCC Templates
Site Management
Manage Sites
Site Defaults Doc Templates
Site Defaults
Associate or Disassociate SIP Local Gateway to a Site
Apps Management
Cisco Webex Service
Introduction to VOSS Insights Monitoring
Arbitrators
Onboard Assets
Offboard Assets
Add a SMTP Server
VOSS Phone Server Overview
Managing VOSS Phone Servers
Adding Phone Types
Introduction to Conferencing
Conference Workflows
Pexip Server
AudioCodes Devices
Cisco Apps Management
Create the HCM-F Device
CUCM Configuration
CUCM Servers
Headset Enablement
Add a CUCM Group
Clone an Instance of a CUCM Device Model
Multi-Cluster or Single Cluster Configurations
Date Time Groups
Time Periods
Time Schedules
Locations
Configure Regions
Device Pools
SIP Profiles
Configure SIP Trunk Security Profiles
SIP Trunks
Route Groups
Route Lists
CUCM Translation Patterns
Calling Party Transformation Patterns
Configure Called Party Transformation Patterns
CUCM Route Patterns
Route Partitions
Calling Search Spaces
SIP Route Patterns
CTI Route Points
Softkey Templates
Call Park Management
Media Resources
Music on Hold (MOH) File Management
Introduction to Forced Authorization Codes (FAC)
Using Device Models to Manage FAC
Using VOSS Automate to Manage FAC
Customize Authorization Levels
Cisco Unity Connection (CUC) Servers
Configure Cisco Emergency Responder (CER)
Associate CER with Customers
View Associated Clusters on CER Servers
Configure Cisco Unified Contact Center Express (UCCX) Server
Webex Servers
Role Mapping for Prime Collaboration Assurance
Prime Collaboration Assurance Integration
IOS Device Management
Command Builders
Local Break Out (LBO) and Analog Gateway Configuration and Generated Events
Local Break Out and Analog Gateway Events, IOS Commands, and Variables
MGCP Analog Gateway Events and IOS Commands
Translation Rule Numbering
Set up an IOS Device
Analog Gateways
Set up an Analog Gateway
Add Port to Analog Gateway
SIP Gateway Port
Quick Add SIP Gateway
Set up SIP Local Gateway
Delete a SIP Local Gateway
Update a SIP Local Gateway
IOS Gateway Manual Configuration
Introduction to UC Prep
UCPrep Profiles
UCPrep Profile Push
Date Time Groups
Call Manager Groups
Call Manager Host Adjustment
Call Manager SIP Trunk Security Profiles
Call Manager SIP Profiles
Call Manager Audio Codec Preferences
Call Manager Application Users
Call Manager Feature Control Policies
Call Manager Route Filters
Unity Authentication Policies
Unity User Templates
Introduction to Load Balancing
Load Balancing Using Site Default Device Pool
Associate a CUCM Group to a Device Pool
Set up Customer Equipment
Microsoft Apps Management
Introduction to Microsoft UC Integration
Microsoft UC Application Setup
Create MS Teams Service Account on Microsoft Cloud
Windows Remote Management (WinRM) Service
Create Application Registration in Microsoft Cloud Tenant Portal
Set up the PowerShell Proxy Server
Enable MS Exchange Management in Microsoft Cloud
Test the PowerShell Proxy Connection to the Tenant
Sync in Azure Users
Sync Microsoft Users to Sites
Configure Microsoft Tenant Connection Parameters
LDAP Management
LDAP Server
LDAP User Sync
LDAP Schedule
LDAP Custom Role Mappings
LDAP Authentication
LDAP Authentication-only (standalone)
View and Update LDAP Authentication Users
Re-provision Synced LDAP Users
CUCM LDAP Directory Sync
Write back to Active Directory LDAP
Entitlement
Introduction to Entitlement
Entitlement Enforcement
Add a Device Type
Create Device Group
Create an Entitlement Catalog
Create an Entitlement Profile
User Management
Introduction to User Management
Users and Subscribers
View Users
Add Admin Users
Update a User
Example End-user Provisioning Workflow
User Provisioning Use Cases
View a User’s Provisioning Status
User Login Options by Authentication Method and Server Authentication Scope
User Authentication
Credential Policies
Standard Users and Login
LDAP Users and Login
SSO Users and Login
Multi Vendor Subscribers
Enable Multi Vendor Subscribers
Role-based Access for Multi Vendor Subscribers
Introduction to Cisco-Microsoft Hybrid
Hybrid Cisco-Microsoft Management
Hybrid Service Definitions
Hybrid Multi-Vendor Move
Introduction to User and Subscriber Syncs
User Management Scenarios
User Sync Source
User Field Mapping
Users Synced from LDAP to VOSS Automate
User Synced from LDAP to VOSS Automate (SSO Enabled)
Users Synced from LDAP to CUCM
Users Synced to VOSS Automate
Sync or Purge LDAP Users
Sync Users, Lines, and Phones from CUCM
LDAP Sync Actions
Purge a CUCM User from VOSS Automate Only
Create a Filter to Move Users
Introduction to Self-Provisioning
Enable Self Provisioning
Bottom-Up User Management
Top-Down User Management
CUCM Configuration for Self-Provisioning
Site Configuration for Self-Provisioning
Generate a User’s Primary Line
Specify the Primary Line per Subscriber
Add a Self-Provisioning Universal Device Template
Add a Self-Provisioning Universal Line Template
Add a Self-Provisioning User Profile
Set a Default User Profile for a Site
Add Self-Provisioning Line Mask
Pushing Users to CUCM
Automatically Move Users Synced from CUCM
Move Users
Site-to-Site User Move Transaction Log Errors
Convert User Type CUCM-LDAP to CUCM Local
Managing Duplicate Usernames
Manage Local Administrators and Operators
Session Timeout Rules
Timeout Limit Notifications
Manage Passwords
Passwords and Manually Added Users
Force User Password Change
Force Administrator Password Change
Change Your Own Password
Unlock a Locked Out User
Unlock a Locked Out Administrator
Manually Disable a User Account
Manually Disable Administrator Account
Introduction to Self-service
Self-service and User Configuration
Create a Self-service Link
Role Management
Role-based Access
Authorized Admin Hierarchy
User Roles
Add and Edit Roles
Clone a Role
Create a Service Assurance Only Role
Create a Fulfillment Only Role
Create a Custom Self-service Role
Create a Business Admin Role
Introduction to Themes
Manage Themes (Legacy Admin Portal)
Theme Element Color Reference for the Legacy Admin Portal
Customize the Self-service Theme
Manage Themes (Admin Portal)
Theme Element Color References for the Administration Portal
Setting the Default Theme
Login Banner
Menu Layouts
Menu Diff Tool
Landing Pages
Fixed and Configurable Filters in Menus and Landing Pages
Introduction to Access Profiles
Access Profile Permissions and Operations
Customized Credential Policy
Assign a Credential Policy to a User
Assign a Credential Policy to an Administrator
Support for Privacy and Security Notices
Privacy Policy Menu Items
Manage Privacy Policy Menu Items
VOSS Automate Cookie Policy
Customizations
Introduction to Customizations
Global Settings
Subscriber Profiles
Model Filter Criteria
Field Display Policies
Configuration Templates
Configuration Mapping for Phones, DeviceProfiles, and Lines
Dropdown Filters
Line Delete Preferences
Email
Flow Through Provisioning Configuration
Setting up Flow Through Provisioning
Cisco Dial Plan Management
Introduction to Cisco HCS Dial Plan
Dial Plan Roles and Privileges
HCS Dial Plan Macros in VOSS Automate
Customer Dial Plan
Site Dial Plan
Class of Service
Short Code
Directory Number Routing
MS Teams Dial Plan Management
Introduction to Microsoft Teams Dialplan Management
Configure Microsoft Tenant Dialplan
MS Teams Emergency Management
Introduction to Microsoft Teams Emergency Management
MS Teams Emergency Locations
MS Teams Emergency Location Networks
MS Teams Policies
Introduction to Microsoft Teams Policies
Number Management
Overview
AudioCodes Device Number Integration
Number Management Overview
Number Inventory
Viewing Numbers
Number Status and Usage
Number Range Management
Number Cooling
Number Reservation
Audit Number Inventory
Number Inventory Alerting
Introduction to E164 Inventory Management
E164 Numbers in the Number Inventory
Add an Inventory of E164 Numbers
View an E164 Inventory and Delete E164 Numbers
E164 Associations ( N to N DN )
E164 Associations ( N to 1 DN )
Migrate Translation Patterns for E164 to Internal Number Associations
Unity SIP Integration
Introduction to Unity SIP Integration
Configure the Unity SIP Integration Menu Layout
Access Profile Changes
Unity SIP Integration
Integrate Unity-Call Manager
Dial Plan Profile
Remove Integrate Unity-CallManager
Unity Tenant Management
Integration Log
Cisco Subscriber Management
Quick Add Subscriber
Add Subscriber from Profile
Cisco Subscribers
Move Subscriber
Phones
Headsets
Phone Status Export
Smart Add Phone
Line Search
Lines
Intercom Lines
Agent Lines
Voicemail
Extension Mobility
Single Number Reach
Add Device to User
Move Phones
Moving Phones from Site to Site
Replace Phone
Reset-Restart Site Phones
EM Login/Logout
VOSS Phones
Quick Add Subscriber Groups
Class of Service
Reset UC Passwords
Pexip Conference Users
PLAR (Hotdial)
Hunt Groups
Call Pickup Groups
Provision the Extension Mobility Service
Provision the Voice Service
Provision the Voicemail Service
Provision Webex Service
Provision the Pexip Conference Service
Provision the Jabber or Dual Mode Device Service
Contact Center
Introduction to Reassign Services
Reassign User Services
Update User Details
Reassign Services Profile
Cisco Webex App
Introduction to Cisco Webex App
Webex App Sync
Webex App User Management
Bulk Update Webex App Users
Webex App Workspaces
Workspace Locations
Webex Locations
Webex Location Node Mapping
Webex Bulk Actions
Webex Schedules
Reset Devices to Baseline
Device Configuration Profiles
Webex App Manual Steps
Test Device Configuration Profile Rendering
Webex App Licenses
Webex App Hunt Groups
Webex App Call Park
Webex App Auto Attendants
Webex App Call Pickup
Microsoft Subscriber Management
Configure Automate for Microsoft Services
Configure and Move Microsoft Users to Sites
Sync with Flow Through for Microsoft
Quick Subscriber
Microsoft Subscribers
User Calling Settings
Quick Offboard Subscriber
Microsoft Licenses
External Access for MS Teams
Groups
Manage Group Membership
Manage MS Teams
MS Teams Templates
Resource Accounts
Call Queues
Auto Attendants
Holidays
Microsoft Exchange
Microsoft Subscriber Staging
MS Operator Connect Management
Microsoft Operator Connect Management in VOSS Automate
Services
Create Voice Mail Service
Associate Voice Mail Services to Customer
Disassociate Voice Mail Services from Customers
Delete Voice Mail Service
Create a Voicemail Pilot Number
Associate a Voicemail Pilot Number to a Site
Disassociate Pilot Number from a Site
Delete a Voice Mail Pilot Number
Configure Contact Center Server Using CUCM
Built-in-Bridge
Configure the Built-in-Bridge
Enable or Disable the Built-in-Bridge
How to Set Up a Contact Center Server
Edit Contact Center Servers
Delete Contact Center Servers
How to Set Up a Contact Center Service
Edit Contact Center Services
Delete Contact Center Services
Conditions / Restrictions: Overview
Configure CTI Port
Tag CTI Port as Contact Center Agent Line
Configure Intelligent Proximity for Mobile Voice in VOSS Automate
Call Handler
Call Handler (Auto Attendant) Schedule
Create a Call Handler (Auto Attendant) Schedule
Modify a Call Handler (Auto Attendant) Schedule
Manage Greeting Files
Cisco Unity Connection Localization
Add a Language Filter
Add a TimeZone Filter
Overbuild
Introduction to Overbuild
Overbuild for Cisco
Overbuild for Microsoft
Run Overbuild
Overview Tool
Run Dial Plan Overbuild
User Phone Associate Tool
Overbuild Analog Gateway
Device Models
Locate a User Associated with a CUC Device Model
Filter Calling Search Spaces and Assign a Class of Service
Administration Tools
Import: Overview
Import a File
Bulk Load
Data Export
Bulk Export of Model Data
Bulk Load Template Export
Bulk Load Sheets
Sample Bulk Loaders
Bulk Load Template Sheet Layout
Export Data Sheet Layout
Bulk Load Sheet Macro Evaluation
Bulk Load Transactions
Alerts
Alert Types and Alert Field Reference
Transaction Logging and Audit
Parent and Sub-transactions for Asynchronous Transactions
View a Transaction
Transaction Log Levels
Transaction Details
Filtering Transactions
Filtering Sub-Transactions and Logs
Transaction Behavior
Transaction Priority
Transaction Log Example
Device Data Sync Errors in Transactions
Export a Transaction
Northbound Notification
Notification Format
NBN Transaction Processing
Northbound Notification Workflow
Configure Northbound Notification Destination
Configure Northbound Notification Event Attributes
Configure Northbound Notification Event
Scheduling
Add or Update a Schedule
Deactivate and Activate Schedules
Create Line Reports for a Site
View Line Reports
Audit Template Customizations
View Template Customization Audit Reports
Example Template Customization Audit Reports
Manage System Settings
SSO Certificate Management
Renew Single Sign-On Certificate for VOSS Automate
Single Sign On (SSO)
Single Sign On (SSO) Overview
SSO SP Settings
SSO Identity Provider
SAML Elements in Assertions
Data Sync
Introduction to Data Sync
Default Cache Control Policy
Data Sync Types
Full Sync
Enable a Scheduled Data Sync
Manually Run the Default Data Sync
Controlling a Data Sync with a Model Type List
Create a Targeted Model Type List
Model Instance Filter
Allowlists and Denylists
View List of Device Models
Create a Custom Data Sync
CUCM Change Notification Alerts
Introduction to Change Notification Sync
Enabling / Disabling CNF Syncs for a CUCM cluster
VOSS Automate Change Notification Functionality
Troubleshooting Change Notification (CNF)
Shared Line Across Sites
Shared Line Across Sites Example
Shared Line Across Sites Example Diagram
Inventory Site
Inventory Site Diagram
Dial Plan Type for Shared Line Across Sites
Class of Service for Shared Line Across Sites
Call Forward Considerations for Shared Line Across Sites
Phone, Subscriber, and Quick Add Subscriber use for Shared Line Across Sites
Hunt Groups and Call Pickup Groups for Shared Line Across Sites
Hunt Groups and Call Pickup Groups for Shared Line Across Sites Example
Site Short Codes
Handling Voice Mail to Secondary Shared Lines
Configure Shared Line Across Sites
Self-service Administration
Introduction to Self-service Administration
Self Service Feature Display Policy
Self Service Feature Display Policy Field Reference
End User Access and Authentication
Themes and Branding
Self-Service Login Banner
Personal Phones (Remote Destinations)
Dual Mode Phones - Mobile ID
Voicemail for Self-Service
Links Page
Advanced Tools for System Administrators
Add Custom Variables
Create Model Report
Manage Model Reports
Appendix: Optional Features
Dial Plan Management Tool
Cisco Custom Dial Plans
Dial Plan Maintenance
Multi-Cluster Dial Plan Maintenance
Dial Plan Viewer
Dial Plan Input Data
Dial Plans
Cisco Dial Plan Models
Microsoft Dial Plan Models
Dial Plan Model Bulk Loader
Dial Plan Log
Introduction to Phone-Based Registration (PBR)
Add Phone-Based Registration Menus and Access Profile
Create Restricted API Role and Admin User
Install Phone-based Registration (PBR) Web Service
Add PBR Config Records
PBR Setup - Configure CUCM for AutoRegistration and Phone Based Registration
Register a Phone for Phone Based Provisioning
Introduction to Phone Services
Configure Phone Services
Manage Phone Services
Call Redirection Routing Plan for Disaster Recovery
Appendix: Glossary
Glossary
Self-service Guide
Purpose
Audience
Conventions
Accessing Self-service
First Login and Password Expiry or Reset
Accessing Minimal Mode
Manage Your Self-service
Configure Your Password Reset Questions
Reset Your Password
User Interface
Available Features and Services
Session Timeout
Buttons and Icons
Common Tasks
Home
My Information
Change Your User Language
Manage Your Password and PIN
Change Your Password
Password Hints and Rules
Change Your PIN
Access Webex
Phones
Manage a Phone
Add Your Own Smart Device
Edit a Smart Device
Bulk Modify Your Company Phones
Your Personal Phone Management
Add a Personal Phone
Edit a Personal Phone
Delete a Personal Phone
Bulk Modify Your Personal Phones
Voicemail Settings
Create your own Voicemail Account
Change your Voicemail Settings
Alternate Numbers and Notification Devices
Manage Alternate Numbers and Notification Devices
Caller Input
Manage Caller Input Keys
Message Actions
Manage Message Actions
Call Forwarding
Activate and Manage a Line for Call Forwarding
My Availability
Set Do Not Disturb for your Phone
Speed Dials and BLFs
Manage Speed Dials and Busy Lamps (Phone Button Template)
Add a Speed Dial (Abbreviated Dials)
Links
Architecture and Hardware Specification Guide
VOSS Automate Deployment Topologies
VOSS Automate Hardware Specifications
Scale and Performance
Installation Guide
What’s New
Overview
Command Conventions
VOSS Automate Deployment Topologies
Multi Data Center Deployments
Clustering Considerations
Network Communications between Nodes within the Cluster
Network Communications External to the Cluster
Cluster Commands
Geo-redundancy/Redundancy And DR Synopsis
Installation Prerequisites with Cisco HCM-F
Network Docker Container Range
Backup Size Considerations
VOSS Automate Hardware Specifications
VOSS Automate Hardware Specifications
Installation Process
Create a New VM Using the Platform-Install OVA
Using the
screen
command
Installation Logs
Commands to Determine the Primary Node Role in a Cluster
Multinode Installation
Single-node cluster (cluster-of-one) Installation
View Installation and Upgrade Transactions
Installation Quick Reference
Migrating from a 6 Node to 8 Node System
Modular Architecture Multinode Installation
Deployment into the Azure Cloud
AWS Deployment Guide
Upgrade Guide with ISO and Template
What’s New
Upgrade and Data Migration
Using the
screen
command
Unified Node Topology: Upgrade a Multinode Environment with the ISO and Template
Modular Cluster Topology: Upgrade a Multinode Environment with the ISO and Template
Upgrade a Single Node Cluster Environment with the ISO and Template
Multinode Upgrade Sheet
Upgrade Guide with Delta Bundle
What’s New
Using the
screen
command
Unified Node Topology: Upgrade a Multinode Environment with the Delta Bundle
Modular Cluster Topology: Upgrade a Multinode Environment with the Delta Bundle
Upgrade a Single Node Cluster Environment with the Delta Bundle
Multi-Cluster Deployments Technical Guide
Introduction
Deployment Recommendations
Caveats and Limitations
Overview
Deployment Recommendations
Caveats and Limitations
Overview
Deployment Recommendations
Caveats and Limitations
Deployment Recommendations
Deployment Recommendations
Caveats and Limitations
Overview
Number Inventory
HCS Dial Plans GDPR Support
HCS Dial Plan Type Considerations for GDPR
ILS/GDPR
Intercluster Trunking
HCS Dial Plans
Overbuild Considerations
Scenarios
Notes
Single telephoneNumber MIF
Multiple telephoneNumber MIF
Intercluster Trunking, ILS/GDPR CFTs
Platform Guide
What’s New
High-level Functions
Overview
CLI Commands
Cluster Commands
Using the
screen
command
VOSS Management Tools
Install Commands
Database Commands
Database Commands for Transaction Management
Performance Commands
System Specific Commands
Transaction Archiving
Product Licensing
Report Transaction Commands
Report API Commands
Introduction
Subscriber Data Export Command
Deployment Commands
Migrate a Unified Node Cluster to a Modular Cluster
Commands to Determine the Primary Node Role in a Cluster
Provisioning
Network interfaces
Network services
Network URI specification
Network Docker Container Range
Application Control and Status
Starting and Stopping
Installing Applications
Updating Applications
Summary Attribute Migration
Remote Execution in Clusters
List of Unused Cluster Commands
Self-Service Localization Management
Web Services
Web Portal Configuration
System Commands Overview
System restart
Passwords
System Boot Passwords
Federal Information Processing Standards (FIPS)
File Management
Drive control
Transaction Prioritization
Banner
Maintenance Mode
Checksum
Terminal Reset
Login Report
Cluster Check
Enable Health Monitoring
Enable Database Scheduling
Command History
Logs
Viewing Logs
Sending and Collecting Logs
Log Types
Audit Log Rule Sets
Log Type Commands
Audit Log Format and Details
Event Log Format and Details
Log Streaming
Remote Log Type Encryption
The Mail Command
Diagnostic Tools
Diagnostic Troubleshooting
Warnings and Notifications
Events and SNMP Messages
SNMP Configuration and Queries
Introduction to SNMP and MIB
SNMP Traps
Management Information Bases
Notification Messages
SNMP Traps: Number Inventory Alerting
SNMP Traps: System Monitoring
Scheduling
Internal Report Schedules
Backups
Backup and Restore in a Modular Architecture
Backup Destinations
Backup Passphrase
Backup Size Considerations
Create a Backup
Restore a Backup in a Clustered Environment
Create Space for a Backup or Restore
Maintaining Backups
Backup and Import to a New Environment
VMware Snapshot Maintenance
Introduction to Restoring Backups on a New Environment
Setting up the Backup Passphrase on a New Environment
Adding More Space to Accommodate a Large Restore
Reassign Current Drives (Backup and DBroot)
Restore the Backup
Example of a Successful Restore
Security Overview
Security Patches and Updates
Configuration Encrypted
Backup Encrypted
Application Install Files Encrypted
File Integrity
Protected Application Environments (Jails)
Restricted User Shell
User Security and Security Policy Management
Creating Additional Users
Creating and Managing SFTP Users
Granting and revoking user rights
Password Strength Rules
SSH Login Fail Limit
SSH Session Limit
SSH key management
SSH Algorithm Management
Adding a Key for Automatic User Login
Prevention of DOS Attacks
Memory Dumps and Security
Manage Read-Only Database Users
Network Communications between Nodes within the Cluster
Network Communications External to the Cluster
Dynamic Firewall
Web Certificate Setup Options
Supported SSL Ciphers
VOSS Automate Setup a Web Certificate
Own Web Certificate Setup
Web Certificate Expiration Notice
Convert Web Certificates from P7B to PEM Format
Web Certificate Commands
Web Hosts Commands
Web TLS Protocol Configuration
Web TLS Cipher Management
Network URI specification
Web External Proxies
High Availability Overview
Default HA and DR scenario
HA and DR scenario with Cisco VMDC geo-redundancy architecture
Configuring a HA System Platform on VMware
DR Failover
Cluster Failure Scenarios
Create a New VM Using the Platform-Install OVA
Election of a New Primary and Failover
DR Failover and Recovery Scenarios
Scenario: Power Off and On of a Node
Scenario: Loss of a Non-primary Node in the Primary Site
Scenario: Loss of a Non-primary Server in the DR Site
Scenario: Loss of the Primary Database Server
Scenario: Loss of a Primary Site
Scenario: Loss of a DR Site
DR Failover and Recovery in a 2 Node Cluster
Scenario: Loss of Full Cluster
Modular Cluster: Election of a New Primary and Failover
DR Failover and Recovery Scenarios in a Modular Cluster
Scenario: Power Off and On of a Node in a Modular Cluster
Scenario: Loss of an app node: Modular Cluster
Scenario: Loss of the Primary Database Server in a Modular Cluster
Scenario: Loss of a non-primary database: Modular Cluster
Scenario: Loss of a Primary Site in a Modular Cluster
Scenario: Loss of a DR Site in a Modular Cluster
Scenario: Loss of Full Cluster in a Modular Cluster
Platform User Password Recovery Procedure
‘No Space Left on Device’ Error
Loss of the whole cluster and redeploying new servers
Memory (RAM) Increase for Large End User Capacity
Error Messages
MIB List
Analogue line MGCP Data Export
Analogue Line SCCP Data Export
Call Pickup Group Data Export
Contact Center Enterprise Data Export
Contact Center Express Data Export
Customer Data Export
Extension Mobility Data Export
FMC Data Export
Hunt Group Data Export
Hybrid Data Export
Line Data Export
Phones Data Export
Site Data Export
Subscriber Data Export
Webex Teams Data Export
Webex Devices Data Export
Webex Workspaces Data Export
MS Office 365 Data Export
MS Teams Data Export
MS Exchange Data Export
Pexip Data Export
VOSS Phone Servers Data Export
diag
Command Examples
SNMP Traps: Applications examples
SNMP Traps: Load examples
SNMP Examples: Backup
SNMP Trap Examples
Health Checks for Cluster Installations Guide
Introduction
Notification/SNMP setup
Check General Cluster Health
Verify Web Proxy Sanity
Verify Database Status
Resource Utilisation Checks
VMWare Checks
Backup / Export
Latency
Firewall configurations
Data Collection for Offline Analysis
Best Practices Guide
What’s New
VOSS Automate Deployment Topologies
Overview
Active-Active Web Weights
Active-StandBy Web Weights
Session Limits
Throttle Limits
Configurable Number of Queue Processes
Guidance on Planning for Onboarding and Ongoing Operations
Sync Overview
Data Sync Types
Scheduling Syncs
Cisco Unified CM Sync
Update Sync Operations
Staggering of CNF Syncs Across Customers
Recommended CUCM Sync Setups
Cisco Unity Connection Sync
LDAP Sync
Cisco Webex App Sync
Microsoft Sync Overview
Microsoft Entra ID and Office365 MSOLUser Filter Examples
Recommended RIS API Data Collector Interval
API Resource Listing Best Practice
Long Running API Requests
Transaction Archiving
Automated Database Cache Cleanup
Navigation - Menu and Landing pages
Advanced Configuration Guide
What’s New
Login Banner
Transaction Log Levels
Manage System Settings
File Extensions
Disable Device Logging
Activate Phone Status Service
Additional Role Access Profile Validation
File Upload Limitations
Time-To-Live for Uploaded Files
Data Sync Allow list and Deny list
Device Overwrite Check Exemptions
Global Settings
Number Cooling Auto Expiry Schedule
Add a SMTP Server
Email
Associate and Disassociate Devices to Application Users
INI Purge Tool
System Monitoring Configuration
System Monitoring Database Statistics
System Monitoring Model Counts
VOSS Automate Cluster Status
UC Apps Reachability
Worker Queue
Login Sessions
Feature Package Customization
Field Display Policies
Field Display Policy Input Reference
Example Field Display Policy Clone
Configuration Templates
Create a Configuration Template
Configuration Templates for Array Updates
Events
GUI Rules
GUI Rule for the Target Model of a Configuration Template
Relations
Tags
Add and Remove Tags
Create a View
Less Files and Customizing Themes
Theme Banner Customization
Privacy Policy Menu Items
Manage Privacy Policy Menu Items
Manage Themes (Legacy Admin Portal)
Manage Themes (Admin Portal)
Theme Element Color Reference for the Legacy Admin Portal
Theme Element Color References for the Administration Portal
VOSS Automate Cookie Policy
Menu Diff Tool
On-line Help Customization
Online Help Model Override Options
Scripts
Create and Run a Script
Expect Script Examples
Expect Script Import Format
Network Device List Selection Rules Advanced Configuration
Change LDAP User Sync from Top-Down to Bottom-Up
Data Sync Workflows Reference
Number Inventory Flexibility and Description Customization
Configuration Overview
Site Defaults Reference
Named Macros Overview
Quick Add Group Customization
Quick Add Subscriber Provisioning Workflow Structure
Subscriber Relation Context
Config Template Looping and Merging Overview
Config Template Looping
Config Template Merge Strategy
Custom Line Settings for Smart Add Phone Configuration Template
Reference Material
Lines Site Defaults
Phones Site Defaults
Subscriber Site Defaults
Quick Subscriber Site Defaults
Voicemail Site Defaults
Webex Site Defaults
Hot Dial PLAR Site Defaults
Hunt Groups Site Defaults
Call Pickup Groups Site Defaults
Default CUC User Template
Default CUCM Phone Template
Default CUCM RDP Template
Default CUCM RD Template
Default CUCM User Template
Default Webex User Template
Default CUCM Device Profile Template
Default CUCM Jabber Android Template
Default CUCM Jabber CSF Template
Default CUCM Jabber iPad Template
Default CUCM Line Template
Default CUCM Jabber iPhone Template
Named Macros Available to Administrators
Named Macros - Site Defaults General
Named Macros - Site Defaults Device
Named Macros - Site Defaults Line
Named Macros - Site Defaults User
Named Macros - Site Defaults CUC
Named Macros - Site Defaults Hotdial
Named Macros in Configuration Templates
Pull Sync Delete Threshold
Macros
Macro Syntax Brackets
Macro Syntax Multiline
Dot notation
SELECT FROM WHERE Macro Syntax
Macro Nesting
Macro Syntax to Filter by Meta Properties
Macro Function Syntax
Numeric Functions
String Functions
List Functions
Model Filters
Model Instance Filters (MIF) from CSV File
Rule Filter Functions
Role at Allowed Hierarchy Function
Filter Role Functions
Macro Evaluate Function
CUCM and Device Functions
Jabber Device Name Function
Webex App Functions
Subscriber Functions
Quick Add Group Functions
Zero, Unset, Boolean, Drop, Null and Exists Functions
Time Functions
Hierarchy Functions
User Details Functions
Number Management Functions
Phone Functions
Localization Functions
Log Functions
Object Functions
Conversion Functions
HTTP Functions
Email Functions
Macro Examples - Simple
Macro Examples - List Macro
Macro- and Macro Function Nesting
Conditional Logic Macro Function
Create a Macro In-line
Create a Macro for Re-use
Create a Value Substitution Macro
Substitution Macro Examples
Create an Evaluation Macro
Evaluation Macro Examples
Macro Evaluator
BulkLoader Provisioning Guide
What’s New
Overview
Bulk Load
Data Export
Bulk Load Template Export
Bulk Load Sheets
Bulk Load Template Sheet Layout
Sample Bulk Loaders
Export Data Sheet Layout
Template Location and Template Reference Set
Bulk Load Sheet Macro Evaluation
Bulk Load Transactions
Bulk Export of Model Data
Bulk Load API
Provider HCS Dial Plan Management Support Guide
What’s New
Telephony, Design, and HCS Dial Plan Overview
Introduction to the Dial Plan Model in VOSS Automate
Dial Plan Roles and Privileges
Customer Dial Plan
Site Dial Plan
Class of Service
Short Code
Directory Number Routing
Customers
Number Management Overview
Number Inventory
Viewing Numbers
E164 Numbers in the Number Inventory
Number Status and Usage
Number Range Management
Number Cooling
Number Reservation
Number Inventory Alerting
Audit Number Inventory
Introduction to E164 Inventory Management
Add an Inventory of E164 Numbers
View an E164 Inventory and Delete E164 Numbers
E164 Associations ( N to N DN )
E164 Associations ( N to 1 DN )
Migrate Translation Patterns for E164 to Internal Number Associations
Configure Inter-site Cross-cluster Support
Manual Configuration for Local Breakout Support
Create Voice Mail Service
Associate Voice Mail Services to Customer
Disassociate Voice Mail Services from Customers
Create a Voicemail Pilot Number
Creating DDIs for Voice Mail Pilot Numbers
Associate a Voicemail Pilot Number to a Site
Disassociate Pilot Number from a Site
Adding Aggregation Trunk and Route Group and Associating to Existing Route List and SLRG
SIP Profiles
SIP Profile Field Descriptions
Configure SIP Trunk Security Profiles
SIP Trunk Security Profile Field Descriptions
SIP Trunks
SIP Route Patterns
Route Groups
Route Lists
Date Time Groups
Locations
Device Pools
Configure CUCM Groups
Route Partitions
Calling Search Spaces
Calling Party Transformation Patterns
Configure Called Party Transformation Patterns
CTI Route Points
Time Periods
Time Schedules
Clone an Instance of a CUCM Device Model
Introduction to Load Balancing
Load Balancing Using Site Default Device Pool
Associate a CUCM Group to a Device Pool
Update the USA Device-Based Routing Dial Plan
Shared Line Across Sites
Shared Line Across Sites Example
Shared Line Across Sites Example Diagram
Inventory Site
Inventory Site Diagram
Dial Plan Type for Shared Line Across Sites
Class of Service for Shared Line Across Sites
Call Forward Considerations for Shared Line Across Sites
Phone, Subscriber, and Quick Add Subscriber use for Shared Line Across Sites
Hunt Groups and Call Pickup Groups for Shared Line Across Sites
Hunt Groups and Call Pickup Groups for Shared Line Across Sites Example
Site Short Codes
Handling Voice Mail to Secondary Shared Lines
Configure Shared Line Across Sites
Configure Tail End Hop Off
HCS Dial Plan Macros in VOSS Automate
Auto-Cloning of Dial Plan Schemas and Schema Groups to the Provider Hierarchy Node
Dial Plan Schemas
Clone Dial Plan Schemas
Site Defaults
Run Overbuild
Overriding Unified CM Group
Dial Plan Schema Group
Associate Custom Dial Plan Schema Group
Default Dial Plan Schemas
Emergency and CLI Settings
Default Dial Plan Event Triggers
Manual Configuration to Correct Calling Presentation Overwrite on Calls Forwarded to PSTN
Global Settings
Add a SMTP Server
Email
Intra-Site Extension Dialing
Multi-Site Customer with ISP Included in SLC
Multi-Site Customer with Extension Prefix and no ISP
Single Site Customer
Customer (Single- or Multi-Site) Without PSTN Prefix
Multi-Site Customer with ISP
Intra-Site On-Net Call
Inter-Site On-Net Call
VoIP Trunking On-Net Call
Local Gateway (LBO)
Aggregation (CBO)
VoIP
Non-CER Through Aggregation
Non-CER Through Local Gateway
Cisco Emergency Responder
Introduction to PSTN Call Processing and Routing
Dial Plan Determination
Country Dial Plan Deployment Overview
Predefined Country Dial Plans
Install Country Dial Plan (.template file)
Install Country Dial Plan (.json file)
Add a Country Dial Plan to a Dial Plan Before Deploying to a Customer
Add a Country Dial Plan to a Deployed Customer Dial Plan
Called Party Number As Dialed Feature
Plus Number Dialing Customization
Correct Device Based Routing Class of Service to Enable Single Number Reach
Dial Plans for Caribbean Countries Overview
North American Numbering Plan Schema
Caribbean Countries Schema (Optional)
Country Specific Schema
Installing the Dial Plan
Local Breakout (LBO) Workflows
Calling Search Spaces and Partitions
Architecture Primer
Directory Numbers Classification
Extension Numbers
Site Location Codes
Full National Number
E.164 Number
Intersite Prefix
PSTN Access Prefix
Call Limitations
Licensing and Subscriber Data Export Guide
What’s New
License Counting Process
License Counting Details
License Audit Report File Details
Process Command Details
Distributing Licensing Reports
Troubleshooting and Error Handling
Introduction
Subscriber Data Export Command
Scheduling
Using the
screen
command
Analogue line MGCP Data Export
Analogue Line SCCP Data Export
Call Pickup Group Data Export
Contact Center Enterprise Data Export
Contact Center Express Data Export
Customer Data Export
Extension Mobility Data Export
FMC Data Export
Hunt Group Data Export
Hybrid Data Export
Line Data Export
Phones Data Export
Site Data Export
Subscriber Data Export
Webex Teams Data Export
Webex Devices Data Export
Webex Workspaces Data Export
MS Office 365 Data Export
MS Office 365 Service Plans
MS Teams Data Export
MS Exchange Data Export
Pexip Data Export
VOSS Phone Servers Data Export
Network Communications External to the Cluster
API Guide
API Introduction
API System Concepts
Hierarchy
Basic REST
API Traversal
Request and Response Patterns
General Structure of the API
Format
Authentication
Authorization
HTTP Methods
PUT Versus PATCH
API Parameters
Filter Parameters for Choices
API Request Headers
Login and Authorization Tokens
Non-interactive Login
Access Profiles
Time to Live (TTL)
Account Endpoint
API Response Overview
API Response Header
Single Resource Response
Resource List Response
POST/PUT/DELETE/PATCH Response
Asynchronous Mutator Transaction Status Callback
Example of an Asynchronous Mutator Transaction with nowait=true
Correlation Identifiers
Example Of A Simple HTTP Server
Developer Guidelines
Workflow Tasks
Developer Tools
Fault Responses
Error Messages
Introduction to Tool APIs
Search and Search Result Export
Bulk Load API
Move and Bulk Move
Data Extract
Custom Workflows
List Transactions
Get Instance Transactions
Poll Transactions
Replay Transactions
Edit and Replay Transactions
Sub Transactions
Log Transactions
Transaction Choices
Transaction Filters
API Examples Overview and Conventions
POST
GET
PUT
DELETE
Bulk Load Example
Export Example
Example Transaction
API Backward Compatibility and Import
Using the API Reference
API Schema
Notifications
Metadata
References
Summary Attributes
Path
Model Type
Actions
Singleton
Choices Generic Action
Add Generic Action
Bulk Update Generic Action
Clone Generic Action
Configuration Template Generic Action
Create Generic Action
Delete Generic Action
Execute Generic Action
Export Generic Action
Export BulkLoad Template Generic Action
Field Display Policy Generic Action
Help Generic Action
List Generic Action
Update Generic Action
Import
Test Connect
Apply
Assign
Do
Lock
Promote
Reset
Vendor Config
Wipe
Update LDAP Authentication
Update LDAP System
Data
Resources
Schema
Pagination
Introduction to Automate OpenAPI Examples
GET /tool/Macro
Add a standalone Cisco phone
Add a Cisco subscriber
Reset a CUCM PIN/password and/or CUC PIN
Replace a Cisco phone
Associate an existing Cisco device or device profile to subscriber
Disassociate a Cisco phone from a subscriber
Move a Cisco subscriber between sites
Modify line data
Modify phone data - line recording details
Delete a phone
Delete a subscriber
Language Pack Guide
Languages Overview
Language Availability and Installation
Localization Coverage and Caveats
Default Language and User Language
Selfservice User Languages
Language Customization
Installation of New Languages
Updates to Languages
NBI Technical Description and Deployment Guide
Overview
Introduction
NBI Technical Description
Billing Payload Definition
Integration Considerations and Message Sequencing
Operational Matters and Production Hardening
Appendix A: Trigger Events and Tracking Table
Appendix B: Billing Payload Definition
Appendix C: Alarm Definition
NBI Troubleshooting Guide
NBI SNMP Traps
NBI Install Guide
Overview
Before You Start
Software Details
Download the Relevant Files
VOSS Automate verification
Deploy the new install OVA
Install and Configure the NBI Application
NBI Checks
Open Source License Usage
Core Application (Python)
Platform (Python)
Portal (JavaScript)
Self-service & Phone Based Registration (JavaScript)
Licenses for Code in Binary Files
Open Source Licenses for Release 21.4
Index
.rst
.pdf
Index
»
Core Feature Guide
»
Data Sync
»
Inventory Site Diagram
Inventory Site Diagram
Inventory Site Diagram
#
The following diagram shows a customer with three Site Groups.
