Configure and Move Microsoft Users to Sites#

This topic provides a worfklow overview for moving Microsoft users to the sites once the Microsoft tenant has been added and a full pull sync has been performed. The sync imports the tenant dialplan, policies, licenses, and Microsoft users to the customer level. Now users must be provisioned and moved to the appropriate sites.

Note

Use these steps if you chose not to sync users directly to sites (in a sync with flow through after setting up the NDLs).

Prerequisites:

Workflow

The flowchart sets out the steps to move Microsoft users to the sites after an initial sync to move users to the customer level:

@startuml
'Microsoft User Move Configuration Flowchart
!include style.iuml
start
note right: Prerequisite: Synced MS users at customer level
:[[../src/user/concepts-model-filter-criteria.html Model Filter Criteria]];
note right:  For Overbuild
:[[../src/user/site-defaults.html Site Defaults]];
note right: Overbuild enable, defaults and filter
:[[../src/user/quick-add-subscriber-groups.html Quick Add Group]];
note right: CFTs for MS 365, MS Teams (incl. Licenses)
:[[../src/user/concepts-subscriber-profiles.html Subscriber Profile]];
note right
 * Quick Add Group
 * Only MS services
 * Telephony (MS enterprise voice)
end note
if (MS enterprise voice?) then (yes)
:[[../src/user/concepts-directory-number-inventory-flow.html Number Inventory for Site]];
note right: Internal Number Inventory for sites
else (no)
endif
-> Move users to site;
fork
-> batch;
:[[../src/user/concepts-overbuild-msft-management.html Overbuild for Microsoft]];
fork again
-> single;
:[[../src/user/qas-for-ms-users.html Quick Subscriber, single user move to site]];
end fork
:[[../src/user/ms-subscribers.html Go to Microsoft Subscribers]];
@enduml

Related Topics