Example End-user Provisioning Workflow#

This topic describes a sample end-user provisioning workflow.

Prerequisites:

Complete the following customer onboarding tasks before performing end-user provisioning with VOSS Automate:

  • Devices defined (CUCM, UC apps, WebEx)

  • Network Device Lists (NDLs) created

  • Single Sign On enabled, if necessary

  • LDAP integration enabled, if necessary

  • Any customer equipment to be monitored defined

  • Customer sites defined with associated NDLs

  • Customer and site dial plans configured

  • Directory Number Inventory configured

  • Voice Mail service defined and associated with a customer

To perform end-user provisioning:

Note

Not all steps apply for all customers. Some steps can be performed in alternate order.

  1. Sync users from the LDAP server:

    • Set up LDAP for user syncs

    • Sync users from LDAP

  2. If LDAP sync is not used and users are provisioned on CUCM, you can synchronize users from Unified CM. For more information, see Sync Users, Lines, and Phones from CUCM.

  3. In addition to synchronizing users, you can manually create users. For more information, see Add Admin Users.

  4. (Optional) You can explicitly assign a credential policy to a user. For more information, see Assign a Credential Policy to a User.

  5. Move users to sites using any of the following methods:

    1. Define move filters. For more information, see Create a Filter to Move Users.

    2. Enable automatic user moves for synchronization. For more information, see Automatically Move Users Synchronized from Cisco Unified CM.

    3. Manually move users. For more information, see Move Users.

  6. Push manually created and LDAP-synchronized users to Unified CM. For more information, see Manually Add Users to CUCM.

  7. Manage subscribers (see under Add a Subscriber):

    1. Configure a Phone with a Line.

    2. Associate a Phone to a Subscriber.

    3. (Optional, Provider) Change the Class of Service for the Subscriber from the Class of Service set in the Site Defaults. For more information, see Configure Class of Service.

  8. (Optional) Associate voice mail to a subscriber (see under Add a Subscriber):

    1. Associate the Voice Mail Service to a Subscriber.

    2. Associate a Voice Mail Profile to a Line.

    3. Enable Call Forward to Voice Mail.

    4. Reset a Phone.

  9. (Optional) Associate the Extension Mobility Service to a subscriber (see under: Add a Subscriber):

    1. Add Login/Logout Service on CUCM.

    2. Import UC Services and Service Profiles.

    3. Subscribe the Login/Logout Service to a Phone.

    4. Associate the Extension Mobility Service to a Subscriber.

  10. (Optional) Configure conferencing. For more information (see Introduction to Conferencing and Add a Subscriber).

  11. Configure Single Number Reach for a Subscriber (see under: Add a Subscriber).

  12. Associate a Service Profile to a Subscriber and Enable IM and Presence.