[Index]

Model: relation/MultiVendorSubscriber

Multi Vendor Subscribers

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Overview

VOSS Automate supports multi vendor subscribers, which allows you to provision and manage services from one or more vendors on the VOSS Automate platform. For example, to use both Microsoft meeting and collaboration tools and Cisco tools.

Single Vendor and Multi Vendor Subscribers

VOSS Automate supports provisioning for a number of categories of subscriber, representing either a single or multi vendor deployment:

Related Topics

Enable Multi Vendor Subscribers in the Core Feature Guide

Global Settings

Role-based Access for Multi Vendor Subscriber in the Core Feature Guide

Entitlement in the Core Feature Guide

Users and Subscribers in the Core Feature Guide

View Subscribers in the Core Feature Guide

• User Call Settings
• Microsoft Exchange
• User Voicemail Settings
• Access Profile Permissions and Operations

View and Manage Multi Vendor Subscribers

This procedure displays and updates multi vendor subscribers.

1. In the Admin Portal, go to (default menus) User Management > User Services > Multi Vendor Subscribers.

2. View the summary list of the multi vendor subscribers.

   The table describes a few caveats around icons in the Services column of the list view:

   Users with Microsoft services	The Voice icon (phone) displays only when the user has a feature type of PhoneSystem enabled, which means that they're licensed for the voice service in Microsoft Entra. The Collaboration icon (cloud) displays only when the user has a feature type of Teams enabled, which means that they're licensed for Microsoft Teams IM/collaboration in Microsoft Entra. The Feature type field displays read-only values in Quick Subscriber. Clicking the MS Exchange icon (envelope) opens device/msexchangeonline/UserMailbox (the user's Microsoft Exchange mailbox settings). The Microsoft Voicemail icon displays when the subscriber has the Microsoft voicemail service enabled. You can manage the subscriber's voicemail settings from within Automate or on the Microsoft online portal. Changes are immediately and automatically synced between Automate and the Microsoft online portal. Click on the icon to open the voicemail settings. You can also edit these settings from the Microsoft Voicemail Settings card on the multi vendor subscriber's management page.
   Users with Webex App	Included icons may be for collaboration, conferencing, voice, and/or voicemail, provided the user has the required license. For example: The Conferencing icon (monitor) displays when the user has a license where the name of the license (the pattern) contains the text "meeting" (for example, "Meeting 25"). The Collaboration icon (cloud) displays when the user has a license where the name of the license (the pattern) contains the text "messag" (for example, "Messaging").
   Headset and phone	A headset icon displays in the Services column for users that have a headset connected to an associated phone.

3. Manage multi vendor subscribers from the list view. For example, you can:

   • Filter the list

   • Add a new multi vendor subscriber

   • Move multi vendor subscribers (one or more)

   • Delete multi vendor subscribers (one or more)

     Note

     For all multi vendor subscribers you delete from the list view, their services are also deleted, and, if applicable, their hybrid status is updated. Additionally, when deleting Microsoft multi vendor subscribers, they are also off-boarded (that is, their licenses are removed).

     The VOSS user is retained only for LDAP or MS365 users.

4. To view or update the settings of a selected multi vendor subscriber, click on the subscriber in the list view to open their configuration details page. Here you can:

   • Choose an entitlement profile

   • View and manage phones and lines

     Note

     For subscribers with associated softphones, the phone product model name displays below the Phone icon on the cards. This is useful where the subscriber has multiple phones and you need to easily distinguish between different phone models.

   • Delete the multi vendor subscriber.

     Note

     When deleting a multi vendor subscriber:

     • If applicable, the subscriber's hybrid status is updated
     • Non-Microsoft multi vendor subscriber - deletes the subscriber along with their services
     • Microsoft multi vendor subscriber - deletes the subscriber along with their services, and offboards the subscriber (removes their license)
     • Bottom-up LDAP multi vendor subscriber - device/cucm/User and data/User is deleted
     • LDAP or MS365 users - the VOSS user is retained:
       • Top-down LDAP user - deletes the user, and retains the data/User and device/ldap user instances are
       • Microsoft provisioned user - data/User is retained if there is an associated Microsoft user

   • View and manage existing, available services, which may include Microsoft user calling settings, Microsoft voicemail settings, Microsoft Teams, Cisco Webex, Cisco Voicemail, and other enabled services.

     Note

     • For users with multiple remote destinations associated to their single number reach (SNR), the Cisco Single Number Reach card on the management page displays only the first associated SNR remote destination profile and the first associated remote destination to that SNR.

     • For users licensed with a Webex Calling Professional license, the following cards also display on their User Details view:

       • Webex Devices: for devices available to the user
       • Webex Voicemail: if the Voicemail setting is enabled, options for sendAllCalls, sendBusyCalls, sendUnansweredCalls, edit link to Voicemail.
       • Webex Calling Settings: Barge In, Caller ID, Call Forward, Call Recording, Call Waiting, Intercept, edit link to Calling Settings.

       The image shows users with Webex App, and how they show up in the the list view and on their configuration details page:

Example: Multi vendor subscriber with Cisco services

Example: Multi vendor subscriber with Microsoft Teams

Example: Multi vendor subscriber's user calling and voicemail settings

Example: Multi vendor subscriber's headset settings

Example: Multi vendor subscriber - Cisco Webex App User with Webex Calling Professional license, showing Cisco Webex App User Calling Settings

Related Topics

• Single Number Reach
• Voicemail
• User Call Settings (Microsoft subscribers).
• Configure Quick Actions for Multi Vendor Subscribers

Merge Two Users into a Single Multi Vendor Subscriber

VOSS Automate provides a merge tool for consolidating duplicate user accounts from two different vendors (two data/User instances with the same email address) that have been imported from different vendors, into a single, Cisco-Microsoft multi vendor subscriber.

This case is required where you have imported two user accounts from different vendors, for example, Cisco and Microsoft, and you add or update their email addresses to the same email address. In this case, the merge tool workflow (Merge_Relation_User workflow) is triggered when it finds the duplicate email address for the two data/User instances.

You can use the view for the merge tool (view/ConsolidateUsers) to define the primary user (which is retained once merged), and the secondary user (which is deleted once merged). The services of the secondary user will then be merged into the primary user.

When consolidating these two accounts, the default provisioning workflow of the merge tool (ConsolidateUsers) copies details of the secondary user into the primary user, and moves any device models associated with the secondary user to the hierarchy of the primary user:

• Copies the username (Cisco or Microsoft) of the secondary user to the primary user
• Copies the Zoom username of the secondary user to the primary user
• Copies the email address of the secondary user to the primary user
• Copies the email address to the Cisco subscriber, if the primary CUCM user is local
• Deletes the secondary user (the data/User instance of the secondary user

Once successfully merged, a log entry is added to data/HcsUserManagementLogDAT, and the primary user is assigned a VOSS username, as a multi vendor subscriber.

Quick Actions for Multi Vendor Subscriber

Quick actions allow you to easily access frequently used activities, for example, to reset a PIN or password, or to add a subscriber. Multi vendor subscriber includes a set of quick actions that are configured via the multi vendor subscriber field display policy (MultiVendorFDP; fallback FDP is default).

Quick actions added to the MultiVendorFDP field display policy (FDP) appear as links on the Quick Actions card on the management page of the selected multi vendor subscriber.

While some quick actions are also available as stand-alone features or functionality that can be accessed via a menu or dashboard link (or via the Search bar), other quick actions, such as Update User (Cisco UCM), are only available as a quick action.

The availability of a quick action also depends on the user type or the environment, for example, Cisco or Microsoft, multi vendor or hybrid. You'll also require appropriate permissions on your access profile to have some quick actions available to you. By default, the access profiles that ship with the system (except for Operator access profiles) have read and export permissions on all multi vendor subscriber quick actions and service card actions that are views, for example, view/DeleteCucmHuntGroupAllMembers (quick action, Remove from all Hunt Groups), view/DeleteSubscriberService (quick action Delete all services), or view/AddExtensionMobility (service card action, Add Extension Mobility).

Quick action links trigger the following behavior in the system:

• Some quick actions, such as Update User (Cisco UCM), are only available as a quick action link that launches a dialog (or overlay) on the current page, and allows you to perform a specific action (related to the quick action).

• Some quick actions are shortcuts to a menu or dashboard for the feature, such as the Quick Subscriber (Cisco UCM) or Quick Subscriber (MS) link, which opens the Quick Add Subscriber page directly from the quick link.

• In some cases, the quick action launches a dialog (or overlay) on the current page for performing a specific action related to the quick action, such as Add to Hunt Group or Remove from All Hunt Groups, while the full functionality for the feature is also available via a menu or dashboard.

  In this case, you may also access the functionality via the menu (or fill out the feature name, for example, Hunt Groups, in the Admin Portal Search bar, and press Enter to locate the page).

Related Topics

• • Access Profile Permissions and Operations

+--------------------------------+--------------------------------------------------------------------------------+
| Quick Action                   | Description                                                                    |
+================================+================================================================================+
| Quick Subscriber (MS)          | * Launches **MS Quick Subscriber**, with the username auto-populated for the   |
|                                |   selected user.                                                               |
|                                | * Microsoft Tenant provisioned should be provisioned at the necessary          |
|                                |   hierarchy level (above or at the user's hierarchy).                          |
|                                |   The multi vendor subscriber FDP should include the ``qa_ms_qas`` quick       |
|                                |   action.                                                                      |
|                                | * Your access profile must have read permissions for                           |
|                                |   ``view/MicrosoftSubscriberQas``.                                             |
+--------------------------------+--------------------------------------------------------------------------------+
| Update Group Membership        | * Microsoft subscribers (Microsoft only, or hybrid environment)                |
|                                | * Launches a dialog that lists the MS 365 groups that you can assign           |
|                                |   to or remove from association with a user. If the MS 365 group               |
|                                |   you're assigning or removing has licenses assigned, the licenses             |
|                                |   are also applied or removed.                                                 |
|                                |                                                                                |
|                                | See: Manage Group Membership.                            |
+--------------------------------+--------------------------------------------------------------------------------+

+-----------------------------------+-------------------------------------------------------------------------+
| Quick Action                      | Description                                                             |
+===================================+=========================================================================+
| Microsoft Exchange                | * Microsoft subscribers (Microsoft only, or hybrid environment)         |
|                                   | * Launches a dialog that opens ``device/msexchangeonline/UserMailbox``  |
|                                   |   to allow editing of the MS subscriber mailbox.                        |
|                                   |                                                                         |
|                                   |                                                                         |
|                                   | See: Microsoft Exchange.                                       |
+-----------------------------------+-------------------------------------------------------------------------+

Enable Multi Vendor Subscribers

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Overview

This procedure enables and sets up multi vendor subscriber, and involves the following tasks:

• Enable relevant Global Settings.
• Configure the multi vendor field display policy (MultiVendorFDP).
• Configure entitlement profiles.
• Verify that you have appropriate servers installed and configured.

Related Topics

Multi-vendor Subscribers in the Core Feature Guide

Global Settings

• Configure Quick Actions for Multi Vendor Subscribers

Step 1: Enable Multi Vendor Subscriber in the Global Settings

1. Log in to the Admin Portal.

2. Select the hierarchy.

   Note

   The global setting to enable multi-vendor is typically defined at the customer hierarchy, although it may be enabled/disabled at any level.

3. Go to (default menu) Customizations > Global Settings.

4. On the Enabled Services tab, enable services, as required.

5. Save your changes.

   Note

   For new installs of VOSS Automate, once a CUCM is imported and a customer hierarchy and some sites have been created, CUCM services are enabled by default at system level; other services must be enabled, as required. The Global Settings are retained on upgrade.

Step 2: Configure the Multi Vendor Subscriber Field Display Policy

1. In the Admin Portal, go to (default menus) Customizations > Field Display Policies.

2. Click on the default multi vendor field display policy (MultiVendorFDP) to open its editing screen.

3. Click the toolbar Clone icon to create a copy of the default FDP.

   Note

   • It is recommended that you clone default templates rather than overwriting default settings.
   • The multi vendor FDP is associated with the model relation/MultiVendorSubscriber.

4. Edit the cloned multi vendor FDP for your requirements:

   • To add a new card, click the Plus icon (+); then, configure the card.

   • To delete a card, click the Minus icon (-).

   • To edit a card, click the down-arrow on the card to display editing options:

     • Click Move Up or Move Down to rearrange the position of cards.

       Note

       It is recommended that you leave the User Details card and the Quick Actions in their default positions at the top of the dashboard.

     • Change card titles.

     • Choose whether to display the card as a fieldset with columns.

     • Define the actions you require in the Quick Actions.

     • Add fields to a card by selecting and moving fields from Available to Selected.

     • Remove fields by selecting and moving fields from Selected to Available.

     Important

     Select valid fields for the model (allowed services). Only valid fields will display on the service cards once you apply the FDP.

     Check the field naming convention when choosing fields, for example:

     • Field names prefixed account_information are valid for the User Details card.

     • Field names prefixed cisco_webex are valid for Webex.

     • Multi vendor field name formats, such as mvs_user_qa, where:

       • mvs is the alias for multi vendor subscriber*
       • _qa is Quick Action

       For example, the mvs_user_qa.qa_update_group_membership field allows for the Update Group Membership quick action which opens a transfer box containing a list of MS 365 groups that can be assigned to or removed from the user. If the MS 365 groups have licenses assigned to them, these will then also respectively be applied to or removed from the user. See also the Quick Add Group assigned to the user: Multi Vendor Subscribers and Quick Add Subscriber Groups.

       If a service or action is disallowed in the global settings, entitlement profile, or if required servers are not installed for the service, the system verification check does not allow display of the service or action on the Subscriber management dashboard (defined via the FDP), and the subscriber cannot be provisioned with this service. For example, if the Microsoft service is disabled in Global Services, then quick actions such as MS Quick Subscriber, MS Subscriber Staging and MS Quick Offboard Subscriber are not available.

5. Save your changes.

Step 3: (Optional) Configure Entitlement Profiles for Multi Vendor

1. In the Admin Portal, go to (default menus) Entitlement > Profiles.
2. Click on the relevant entitlement profile to open its editing screen.
3. Select the services you wish to enable for the profile.
4. Save your changes.

Step 4: Verify Servers

To verify that you have the appropriate servers installed and configured:

1. In the Admin Portal, go to (default menus) Apps Management.
2. Select the relevant server, for example, for CUCM, select CUCM > Servers to view and manage the servers.
3. Repeat this step to verify the presence of all required servers.

Multi Vendor Subscriber Edit Relation

Model Details: relation/MultiVendorSubscriber