[Index]

Model: view/HcsMoveUsersVIEW

Move Users

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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:

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 in the Core Feature Guide

Automatically Move Users Synced from CUCM in the Core Feature Guide

Move Users from Customer to Site

This procedure moves users from a Customer to a Site.

Pre-requisites:

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.

  1. At Move From Hierarchy, select the hierarchy node from which you are moving the user.
  2. 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).

  1. At Move From Hierarchy, choose the hierarchy node from which you are moving the users.
  2. From the Move To Hierarchy drop-down, choose the target hierarchy node.
  3. 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.
  4. 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.

  1. At User, choose the user to move.

  2. At Move To Hierarchy, choose the target hierarchy node.

  3. 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]
  1. Click Save. Users are moved.
  2. Go to (default menus) User Management > Users to verify that users were moved to the correct target hierarchy.
[1]See: Role Management.

Related Topics

Move Users from One Site to Another Site

PROVIDER ONLY

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:

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

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:

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

The following models are updated for relation/Subscriber:

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:

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:

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:

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

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:

Moving Microsoft Users

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

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

Move Users

To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com

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 users, choose an appropriate role for the target hierarchy from the following drop-down: Move To Role

Restrictions that apply when moving users

The table describes restrictions that apply when moving users:

Scenario Restrictions
Moving users that have been pushed to Cisco Unified Communications Manager
  • CUCM users can only be moved down the hierarchy.
  • An NDL containing the same CUCM that the users were pushed to must be referenced at or below the target hierarchy node.
Moving users between sites
  • You can't move users between customers.
  • You can move users only between sites that:
    • Reference the same NDL
    • Have the same type of site dial plan
    • Have the same country

Different methods for moving users

The table describes three ways to move users:

Move users by filters Choose users to move, based on one or more user attributes, for example, City or Street.
Move users by usernames Move multiple users at once (bulk move).
Move user by username Move a single user.

Note

Related Topics

Create a Filter to Move Users in the Core Feature Guide

Moving Users from Customer to Site in the Core Feature Guide

Moving Users from Site to Site in the Core Feature Guide

Automatically Move Users Synchronized from Cisco Unified CM in the Core Feature Guide

Moving Users from Customer to Site

Use this procedure to move users from Customer to Site.

When you move users, choose a default role for the users that is appropriate for the target hierarchy node.

  1. Log in at the appropriate hierarchy level.

  2. Choose User Management > Move Users, or Overbuild > Move Users.

  3. In the Action drop-down, choose the move method.

  4. Choose User Management > Users to verify that the users are moved to the target hierarchy.

Model Details: view/HcsMoveUsersVIEW

Title Description Details
Action The type of Move action to perform.
  • Field Name: move_action
  • Type: String
  • Choices: ["Move users by filters", "Move users by usernames", "Move user by username"]
Action The type of Move action to perform. This attribute is deprecated and move_action should be used instead.
  • Field Name: action
  • Type: String
  • Choices: ["Move users by filters", "Move users by usernames", "Move user by username"]
User Name of individual user who will be moved.
  • Field Name: one_username
  • Type: String
  • Choices: [" "]
Note Information regarding the specified action.
  • Field Name: note
  • Type: String
Move From Hierarchy The name of the hierarchy node from which the user will be moved if the conditions are satisfied.
  • Field Name: move_from_hn
  • Type: String
Move From Hierarchy Count The number of the hierarchy nodes that match the from username. Default: TBD
  • Field Name: move_from_hn_count
  • Type: String
  • Default: TBD
Move To Hierarchy The name of the hierarchy node to which the user will be moved if the conditions are satisfied.
  • Field Name: move_to_hn
  • Type: String
  • Choices: [" "]
Set Default Role The default role to assign to the moved user (if no other LDAP Custom Role Mappings are applicable for the moved user, then this fallback/default role will be applied)
  • Field Name: move_to_role_user
  • Type: String
  • Choices: [" "]
Move All Users Move all the users at the move from hierarchy. Default: false
  • Field Name: move_all
  • Type: Boolean
  • Default: false
Filters Select move filters to be applied when the transaction is submitted.
  • Field Name: filters.[n]
  • Type: Array
Users Names of users who will be moved.
  • Field Name: usernames.[n]
  • Type: Array