[Index]
Overview
A Quick Add Group (QAG), also called Quick Add Subscriber Group, is a collection of configuration templates (CFTs) that configure the subscriber features.
Note
A Quick Add Group is mandatory when adding a subscriber using Quick Add Subscriber.
Quick Add Groups allow administrators to group feature and configuration templates for use with Quick Add Subscriber and Add Subscriber. This grouping helps to quickly and easily configure subscribers.
Related Topics
Configuration Templates in the Core Feature Guide
Create a Configuration Template in the Advanced Configuration Guide
Quick Add Group Customization in the Advanced Configuration Guide
Using CFTs and Quick Add Groups to Add Subscribers
Example 1 - Two user groups with different phones and services
In this example we're adding a group of 100 back office users, and a group of 50 sales users. Each group will be assigned a specific phone type, and either has or does not have specific services:
User group? | Using which phones? | And which services? |
---|---|---|
Back office users | All using 7965 phone with SCCP protocol | No services |
Sales users | All using 8865 phone with SCCP protocol | Single number reach service (SNR) |
To configure the Example 1 scenario:
Example 2 - Users with phone type 6911 and SCCP protocol
In this example we're adding back office users with a 6911 phone type using SCCP protocol and a voice account.
User group? | Using which phones? | And which services? |
---|---|---|
Back office users | Phone type 6911 using SCCP protocol | Voice account |
To configure the Example 2 scenario, add the Quick Add Group, and choose these configuration templates from the CUCM and Webex template group on the form:
Note
You can also use customized CFTs to assign to a Quick Add Subscriber Group. The custom CFT can be at the same level in the hierarchy as the Quick Add Group, or higher.
Quick Add Groups Naming Convention
The best practice naming convention recommendation for Quick Add Groups may use the following pattern:
<friendly hierarchy name>-QAG-<user type>-<phone-template-name>-[description]
For example, GeoLogic-QAG_BasicUser - 69XX SIP - CallWaiting
Quick Add Groups Named Macros for Quick Add Subscriber
When using Quick Add Subscriber (for Microsoft, Cisco, Webex Teams, or Hybrid subscribers) you'll choose a Quick Add Group that assigns services and sets up the subscriber.
Quick Add Groups contain one or more configuration templates that defines how the subscriber is assigned services. Named macros are used in the configuration templates. A default named macro is associated with each of the following Add Subscriber scenarios:
Where used? | Named Macro |
---|---|
Cisco Quick Add Subscriber | macro.Default_Quick_Add_Group_Cisco_Subscriber |
Microsoft Only Quick Subscriber | macro.Default_Quick_Add_Group_Microsoft_Subscriber |
Webex Teams Calling Only Quick Subscriber | macro.Default_Quick_Add_Group_Webex_Subscriber |
Hybrid Quick Add Subscriber | macro.Default_Quick_Add_Group_Hybrid |
By default, the values of these macros are set to be the first Quick Add Group found up in the hierarchy:
{{ fn.one data.QuickAddGroups.group_name | | direction:up }}
However, these named macros can be cloned to a hierarchy and modified in order to provide a reference to a specific default Quick Add Group to apply, as required.
Note
See the Advanced Configuration Guide for further details on macros.
When adding subscribers (with Quick Add Subscriber or Add Subscriber), choose the appropriate Quick Add Group for the user you're provisioning.
All subscriber services use configuration templates that belong to a Quick Add Group.
Related Topics
Named Macros Overview in the Advanced Configuration Guide
Quick Add Group Functions in the Advanced Configuration Guide
Configuration Templates for Microsoft in a Quick Add Group
A group of configuration templates are available for Microsoft in the Quick Add Group form.
Note
You can show or hide fields on a Quick Add Group form via a field display policy (FDP).
The image displays a Quick Add Group used for Microsoft offboarding, where the Microsoft Offboarding checkbox is configured via a FDP to display on this form, and the setting is enabled, which means that this Quick Add Group is available for selection when running Microsoft offboarding. The flag acts as a filter so that only Quick Add Groups with this flag enabled display on the Microsoft Offboarding page.
Configuration template options for Microsoft on Quick Add Group forms may include the following:
Note
Automate ships with reference and system configuration CFTs that you can clone and customize, if required. The CFTs available for selection in the template fields on Quick Add Subscriber groups may be defaults or custom CFTs.
CFT Template Type | Description |
---|---|
MS 365 User Template | . |
MS Teams User Template | CFTs for MS Teams User Template can define the Microsoft Teams policies to be included. See Introduction to Microsoft Teams Policies. |
MS Groups Add Template | CFTs available for MS Groups Add Template and MS Groups Remove Template can be selected to assign or unassign MS 365 group membership to a user when a Quick Add Group with this CFT selected is used during Quick Add Subscriber (for Microsoft). See Quick Add Subscriber for Microsoft Users. This functionality allows for group licensing, typically used in large enterprises. See: Microsoft Licenses. |
MS Groups Remove Template | CFTs available for MS Groups Add Template and MS Groups Remove Template can be selected to assign or unassign MS 365 group membership to a user when a Quick Add Group with this CFT selected is used during Quick Add Subscriber (for Microsoft). See Quick Add Subscriber for Microsoft Users. This functionality allows for group licensing, typically used in large enterprises. See: Microsoft Licenses. |
MS Exchange Online User Mailbox Template | These CFTs are used to set default values and import of the MS Exchange user mailbox. The selected CFT then applies to the Microsoft Quick Add Subscriber (Quick Add Subscriber for Microsoft Users) and Add Subscriber from Profile (Add Subscriber from Profile). Automate also ships with a default CFT called Reference MS Exchange Online User Mailbox Template. |
MS Exchange Online Convert Mailbox Template | The CFT you choose for MS Exchange Online Convert Mailbox Template is used when the Quick Add Group settings are applied, for example during the Quick Offboard Subscriber process if mailbox conversion to a shared mailbox is required. In the default reference CFT for this template type (Reference MS Exchange Online Convert Mailbox Template), the Convert to Type field also allows the conversion of a mailbox to a regular mailbox. See also Quick Offboard Subscriber. |
Note
You can also use the Update Group Membership multi-vendor quick action to manage a subscriber's group membership. See Multi Vendor Subscribers and Configure Multi-vendor Subscribers.
Add a Quick Add (Subscriber) Group
This procedure adds a Quick Add Group (QAG).
Note
You can also create a new Quick Add Group by selecting an existing one, then cloning it (making a copy), and modify as required.
Log in as Provider, Reseller, Customer, or Site administrator.
Go to (default menus) Subscriber Management > Quick Add Subscriber Groups.
Click Add, then fill out details for the new Quick Add Group.
(Mandatory) At Group Name, fill out a name for the new Quick Add Group.
Fill out a description.
Choose the required configuration templates to use in this Quick Add Group.
Note
Configuration templates (CFTs) available for selection are grouped per vendor scenario. You can choose one or more CFTs for:
If you wish to use the Quick Add Group for Microsoft offboarding, select the Microsoft Offboarding checkbox so that this Quick Add Group is available for selection when running Microsoft offboard. Also ensure that the offboarding configuration template is configured to offboard and de-provision as required, and associate the CFT with this Quick Add Group. See Quick Offboard Subscriber
Save your changes.
Delete a Quick Add Subscriber Group
The default Quick Add Group resides at the sys hierarchy node.
Note
A Quick Add Group is required for the Quick Add Subscriber function to work.
Quick Add Subscriber Groups Default Model
Default Group Model for Quick Add Subscriber and Add Subscriber Wizard Functions
Title | Field Name | Configuration Template Name |
---|---|---|
Group | ||
Group Name* | group_name | N/A |
CUCM and WebEx | ||
CUCM User Template* | default_cucm_user_template | Default CUCM User Template Also used for vendor filtering. [1] |
Phone Template | default_cucm_phone_template | Default CUCM Phone Template |
Extension Mobility Template | default_cucm_device_profile_template | Default CUCM Extension Mobility Template |
Line Template | default_cucm_line_template | Default CUCM Line Template |
Remote Destination Template | default_cucm_rd_template | Default CUCM Remote Destination Template |
Remote Destination Profile Template | default_cucm_rdp_template | Default CUCM Remote Destination Profile Template |
Webex User Template | default_webex_user_template | Default Webex User Template |
Jabber and Dual-Mode | ||
Jabber Android Template | default_cucm_jabber_android_template | Default CUCM Jabber Android Template |
Jabber CSF Template | default_cucm_jabber_csf_template | Default CUCM Jabber CS Template |
Jabber iPad Template | default_cucm_jabber_ipad_template | Default CUCM Jabber iPad Template |
Jabber iPhone Template | default_cucm_jabber_iphone_template | Default CUCM Jabber iPhone Template |
Carrier Integrated Mobile Device Template | default_cucm_jabber_cim_template | Default Carrier Integrated Mobile Device Template |
CTI Remote Device Template | default_cucm_jabber_ctird_template | Default CTI Remote Device Template |
CUC(Unity) | ||
CUC User Template | default_cuc_user_template | Default CUC User Template |
CUC User Password Template | default_cuc_user_password_template | Default CUC User Password Template. Quick Add Subscriber applies this template and overrides CUC user template settings on CUC. |
CUC User PIN Template | default_cuc_user_pin_template | Default CUC User PIN Template. Quick Add Subscriber applies this template and overrides CUC user template settings on CUC. |
WebEx App | ||
Default Webex App User Template | default_spark_user_template | Default Webex App User Template |
Default Webex App Calling Template | default_spark_calling_template | Default Webex Teams Calling Settings Template Also used for vendor filtering. [1] |
Default Webex App User CTI Device Template | default_spark_user_cti_device_template | Default Webex App User CTI Device Template |
Default Webex App User iPhone Device Template | default_spark_user_iphone_device_template | Default Webex App User iPhone Template |
Default Webex App User Android Device Template | default_spark_user_android_device_template | Default Webex App User Android Template |
Default Webex App User Tablet Device Template | default_spark_user_tablet_device_template | Default Webex App User iPad Template |
Default Webex App User CSF Device Template | default_spark_user_csf_device_template | Default Webex App User CSF Template |
Pexip Conference | ||
Pexip Conference Template | default_pexip_conference_template | Reference Pexip Conference Template |
Microsoft | ||
MS 0365 User Template | Also used for vendor filtering. [1] | |
MS Teams User Template | Also used for vendor filtering. [1] | |
MS Groups Add Template | Add one or more entries to the Group list to provide group membership to a user. [2] | |
MS Groups Remove Template | Add one or more entries to the Group list to remove group membership from a user. [2] | |
MS Exchange Online User Mailbox Template | Used for default MS Exchange user mailbox settings. | |
Additional Services | ||
VOSS Phone User Template |
[1] | (1, 2, 3, 4) See: Quick Add Subscriber Groups Vendor Filtering. |
[2] | (1, 2) See: Licensing Users for MS Teams and Teams Phone by Group Membership. |
Fields marked with * are mandatory.
Quick Add Subscriber Groups Vendor Filtering
Quick Add Group selection in the VOSS Automate portal takes place for Quick Subscriber management. In these cases, the list of available Quick Add Groups to select will be filtered in accordance with populated entries in the Quick Add Groups themselves
The following list shows the corresponding Quick Add Groups fields to allow filtering for each activity:
To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com
Quick Add Subscriber Groups allow administrators to group feature and configuration templates for use with the Quick Add Subscriber and Add Subscriber Wizard functions. This grouping helps to quickly and easily configure subscribers.
For example, if you want to add 100 back-office users and 50 sales users:
To quickly configure these two groups, create two Configuration Templates:
You also create two Quick Add Groups:
You can manage Quick Add Group templates from the QAG Settings menu. To easily identify a Quick Add Group from the drop-down when managing Quick Add Subscriber Groups, a best practice naming convention here could include a pattern:
<friendly hierarchy name>-QAG-<user type>-<phone-template-name>-[description]
For example, GeoLogic-QAG_BasicUser - 69XX SIP - CallWaiting
For details on selecting these templates for a Quick Add Subscriber Group, see: Workflow for Creating Quick Add Subscriber Groups.
When adding subscribers with the Quick Add Subscriber and Add Subscriber Wizard functions, choose the appropriate Quick Add Group for the user you are provisioning.
All subscriber services use configuration templates that belong to a Quick Add Group.
This is a data Model to Store Groups of templates used by the Quick Add Subscriber Feature
Title | Description | Details | |||||||||||||||||||||||||||||||||||||||||||||||
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Group | Group Assigned by FDP |
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Group Name * |
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Description | A description for the Quick Add Group |
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CUCM and WebEx | Group Assigned by FDP |
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CUCM User Template |
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Phone Template |
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Extension Mobility Template |
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Line Template |
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Remote Destination Template |
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Remote Destination Profile Template |
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WebEx Meetings User Template |
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Jabber and Dual-Mode | Group Assigned by FDP |
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Jabber Android Template |
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Jabber CSF Template |
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Jabber iPad Template |
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Jabber iPhone Template |
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Carrier Integrated Mobile Device Template |
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CTI Remote Device Template |
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CUC (Unity) | Group Assigned by FDP |
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CUC User Template |
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CUC User Password Template |
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CUC User PIN Template |
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Webex App | Group Assigned by FDP |
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Default Webex App User Template |
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Default Webex App Calling Template |
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Default Webex App User CTI Device Template |
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Default Webex App User iPhone Device Template | This template is used for provisioning an iPhone device for a Webex Teams user with CUCM calling behaviour. |
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Default Webex App Android Device Template | This template is used for provisioning an Android device for a Webex Teams user with CUCM calling behaviour. |
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Default Webex App User Tablet Device Template | This template is used for provisioning a tablet (iPad) device for a Webex Teams user with CUCM calling behaviour. |
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Default Webex App User CSF Device Template | This template is used for provisioning a CSF device for a Webex Teams user with CUCM calling behaviour. |
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Pexip Conference | Group Assigned by FDP |
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Pexip Conference Template |
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Microsoft | Group Assigned by FDP |
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MS 365 User Template |
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MS Teams User Template |
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MS Groups Add Template |
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MS Groups Remove Template |
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MS Exchange Online User Mailbox Template |
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MS Exchange Online Convert Mailbox Template |
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Additional Services | Group Assigned by FDP |
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VOSS Phone User Template |
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