Move Users

Overview

You can move users between any hierarchy nodes at or below the hierarchy node where the users were originally created or synced in. Typically, users synced in at a Customer hierarchy node are moved to various customer sites.

When moving a user, you will choose their role at the target hierarchy.

Note

The Move Users page in VOSS Automate can be accessed via:

• User Management > Move Users.

• Overbuild > Move Users.

Alternatively, use the Search function in VOSS Automate to locate Move Users.

You will need to consider the restrictions that apply when moving users:

Scenario	Description
Moving users pushed to CUCM	CUCM users can only be moved down the hierarchy. For example, from Customer to Site. A Network Device List (NDL) containing the same CUCM the users were pushed to must be referenced at or below the target hierarchy node.
Moving users between sites	(Enterprise and Provider) You can’t move users between customers. (Enterprise deployments) You can’t move users from one site to another site as this will fail with dialplan errors. (Provider deployments) You can only move users between sites that: Reference the same NDL Have the same type of site dial plan Are associated with the same country

Note

When moving a user for SLC dialplan the lines associated to the agent line and the shared line show warnings in the form of logs.

Related Topics

• Create a Filter to Move Users
• Automatically Move Users Synced from CUCM

Move Users from Customer to Site

This procedure moves users from a Customer to a Site.

Pre-requisites:

• Create relevant filters. See Create a Filter to Move Users

To move a user from the customer level to a site:

1. In the Admin Portal, go to (default menus) User Management > Move Users.

   Note

   Alternative step: Go to (default menus) Overbuild > Move Users. The procedure is the same regardless of the menu path.

2. From the Action drop-down, choose an option for moving the user/s:

Action	Description
Move users by filters	Moves users based on one or more user attributes, for example, City or Street. At Move From Hierarchy, select the hierarchy node from which you are moving the user. At Filters, choose one or more move filters from the Available list, and click the arrow to move the filters to the Selected list. Click the up/down arrows to change the order of the filters, which determines the order in which they are applied.
Move users by usernames	Moves multiple users at once, by their username (bulk move). At Move From Hierarchy, choose the hierarchy node from which you are moving the users. From the Move To Hierarchy drop-down, choose the target hierarchy node. From the Set Default Role drop-down, choose the default role for the moved users. This default role will be assigned to the moved users unless valid LDAP Custom Role Mappings have been configured, which take precedence over the default role. Click Users +, and from the drop-down, choose the user to move, repeat for each user you want to move. Alternatively select the Move All Users checkbox to select all the users.
Move user by username	Move a single user, by their username. At User, choose the user to move. At Move To Hierarchy, choose the target hierarchy node. From the Set Default Role drop-down, choose the default role to assign to the moved user. This default role will be assigned to the moved users unless valid LDAP Custom Role Mappings have been configured, which take precedence over the default role. The list of available roles will include those where the Hierarchies Allowed list of the role contains the target hierarchy selected in the Move To Hierarchy list. [1]

3. Click Save. Users are moved.

4. Go to (default menus) User Management > Users to verify that users were moved to the correct target hierarchy.

[1]

See: Add and Edit Roles.

Related Topics

• For more details around moving one or more users by username, see LDAP Custom Role Mappings

Move Users from One Site to Another Site

provider-only

Only in the Provider deployment

As an administrator, you can move users from one site to another with their assigned devices and services intact.

Note

Certain conditions must be met for a site-to-site move to succeed. These conditions differ slightly for users in non-SLC dial plans and users in SLC dial plans.

Move users between sites with non-SLC dial plans

When moving a user with their devices and services between sites with a non-SLC dial plan configured, VOSS Automate checks the following conditions:

• Both sites must be configured with a SLC dial plan.

• Both sites must use the same NDL.

• Both sites are in the same country.

• The SyncTo hierarchy is a parent of both sites.

• The target site data/SiteDefaultsDoc contains the required default settings (that is, they are not empty nor null).

• The role is valid at the target site.

When moving a user from one (non-SLC) site to another (non-SLC) site, the following models and relations are moved with the user:

• relation/User

• relation/Voicemail

• relation/Subscriber

• relation/SparkUser

• relation/LineRelation

• relation/HcsCucmCcTagREL

• data/InternalNumberInventory

Various fields are updated for the target site (by the target site’s site defaults) for the models that are moved. These fields include (but are not limited to), the following:

• Voicemail Pilot Numbers

• Unified CM Device Pool

• Unified CM Location

• Unified CM Region, and others

The following fields are updated for the device/cucm/Line model:

• Calling Search Space Name

• Route Partition Name

• Share Line Appearance Css Name

The following models are updated for relation/Subscriber:

• Device Profile

• Remote Destination Profile

• Phones

Each of these models contains a Lines field, which in turn can contain individual lines. In a site-to-site move, the E164 Mask and Route Partition Name fields are updated for each line contained in these models.

Additionally, the move updates some fields within these individual models:

• Remote Destination Profile

  • Device Pool Name

  • Route Partition Name within the Line Associations

• Phones

  • Device Pool Name

  • Location Name

You will need to update these values if you wish to use the overbuild with your existing CUCM data in the future.

The following models trigger a warning message when you attempt to move them from one site to another. While VOSS Automate does not prevent you from moving these models, a system message describes the possible implications for moving them:

• E.164 associations

• Call pickup groups

• Hunt lists

Note

When using an API for a older version of VOSS Automate (prior to v11.5.1), the Move Users function has the previous behavior. Devices and services do not move with a user.

Move users between non-SLC sites with directory number routing configured

For moves between non-SLC sites with directory number routing (DNR) configured at either site, a system message is triggered to warn that any lines associated to the user being moved may not work correctly unless you take one of the recommended actions provided. See the Advanced Configuration Guide to perform the first recommended action.

Move users between sites with SLC dial plan configured

When moving users between sites with a SLC dial plan configured, the required conditions are the same as with non-SLC plans. The only difference is that no error is triggered when the system check detects an SLC dial plan configuration for the customer.

Note

When moving users from a dial plan site to a non-dial plan site, the users are set to a default CSS.

When moving users from one SLC site to another SLC site, the same models and relations are moved as for sites with non-SLC dial plans, with the following exceptions:

• When moving relation/Subscriber -> Lines:

  • Lines are disassociated from all phones and the relation.

  • Removing the line from Subscriber Management > Phones should remove the primary line from the relation.

These models are not handled when moving SLC dial plans, because the line does not move:

• Internal Number Inventory (INI)

• E.164 Association

• E164 Inventory

• Call Pickup Group

• Hunt List

The following models trigger a warning message when you attempt to move them from one site to another. While VOSS Automate does not prevent you from moving these models, a system message notifies you of the possible implications of moving them:

• Agent line associations

• Lines associated to a subscriber’s phones, device profile, or RDP

• Voicemail

Moving Microsoft Users

Moving a Microsoft user manually (via User Management > Move User), also moves the following models:

• device/msgraph/MsolUser

• device/msteamsonline/CsOnlineUser

• device/msexchangeonline/UserMailbox

These models are moved regardless of the source and target hierarchies.