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Model: view/ReassignServicesVIEW

Reassign User Services

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Reassign Services simplifies and automates the transfer of existing Subscriber services from a Source User to a Target User.

Reassign Services high level workflow

To access the flowcharts, view the topic via the release documentation at: https://documentation.voss-solutions.com/automate.html

This utility is for example useful when an employee left the company and a new employee now starts the same role. Therefore, instead removing the old subscriber and configuring a new subscriber with the same settings and standards, the services and settings can be moved from the old subscriber to the new subscriber.

These services can include:

Note

Webex (Meetings and App) and CCX services are not currently supported by this feature.

Custom settings can be applied to these services during the reassignment. A Reassign Services Profile setting is available to choose the configuration templates that will be used to update services during reassignment. These allow you to customize most settings on any of the above devices, including Line Alerting Name, Line Label, DisplayASCII values, and so on.

Example templates are provided that contain macro variables for fields that are likely to differ between subscribers. The field values then resolve with input from existing target user details. In this way the templates are not limited by for example a Site and Phone Model.

When reassigning services from existing source users to existing target users, the latter are moved to the same site as the source user, if these differ.

An option is also available to create a new target user as part of the Reassign Services process, instead of selecting an existing user without services. This user will be created at the same site as the source user.

Other features included are:

Related Topics

Reassign User Services

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The Reassign Services feature directs you to the Customer hierarchy (if you are not already there) because it supports target users that are on a different site as the source user.

To access the flowcharts, view the topic via the release documentation at: https://documentation.voss-solutions.com/automate.html

Field Name Comment
Reassign Service Profile This field will pre-populate with the first profile. You can select a different profile if required. If no profile option is available, then a reassign service profile needs to be added in the system.
Source User Choose the subscriber to be reassigned. This provides a list of usernames of Subscribers in the system. It will list local or CUCM-LDAP Synced Subscribers only (not VOSS-LDAP Synced). Once a subscriber is selected, the Source User Services tab is updated to show services currently assigned and that will be reassigned to the target user. This is a good way to validate that all the services are shown or that there are not services that you do not want reassigned.
Source User Hierarchy Once a subscriber is selected the Source User Hierarchy will be populated - this is a read-only informational field.
Add A New Target User Select this option if you need to add a new local user to the system as the target user. Once selected, the form updates to reflect this choice.
Target User

To reassign to an existing user: select the username from the dropdown. This will show local or CUCM-LDAP synced users at the customer level or lower. Once a user is selected, the Target User Services tab is updated to reflect any services currently assigned to the user. If the user has any entries on this tab then the transaction will be blocked. So this provides an option to check before submitting.

To create a new target user: enter the username for the new user to be created. The user will be added to the same hierarchy as the source user.

Target User Hierarchy

Shown only if add new target user is not selected - read-only informational field.

Shows the hierarchy of the selected target user. Can be different to the source user and the feature will move the target user to the same hierarchy as the selected source user.

First Name First Name of the Target user. Will be read only if the target user is a LDAP synced user.
Last Name Last Name of the Target user. Will be read only if the target user is a LDAP synced user.
Email Address Email Address of the Target user. Will be read only if the target user is a LDAP synced user.
Password Visible if the target user is not a LDAP synced user. Enter the password for the target user.
Pin Enter the PIN for the target user (used for device profile and voicemail).

Notes:

Most of the services are updated to be associated to the target user and have settings updated according to the Configuration Templates (CFTs) in the reassign profiles.

There are some considerations:

The feature includes the optional ability to update shared line appearances of the source user's lines on other users' phones to reflect the destination user's details. For example:

In this case, when Bob's service is reassigned to a new user, Mary's Line 2 appearance will need to be updated to reflect the new user (e.g display name, label, etc.). This is supported for line appearances on Phones, Device Profiles, and Remote Destination Profiles. See the reassign services profiles section for more details on the controls.

Related Topics

Shared Lines in the Core Feature Guide.

Model Details: view/ReassignServicesVIEW

Title Description Details
Current Hierarchy PKID The Pkid of the hierarchy node from where the view is launched.
  • Field Name: currentHnPkid
  • Type: String
Source User Name of Source User with existing services.
  • Field Name: sourceUsername
  • Type: String
  • Choices: [" "]
Source User Hierarchy The name of the hierarchy node where Source User resides and the Target User will be moved to.
  • Field Name: sourceUserHn
  • Type: String
Source Hierarchy Pkid The PKID of the hierarchy node where the Source User resides and the Target User will be moved to.
  • Field Name: sourceUserHnPkid
  • Type: String
Source Site The Site name where the Source User resides and the Target User will be moved to
  • Field Name: sourceUserSite
  • Type: String
Add New Target User Checkbox to allow adding of Target User.
  • Field Name: addTargetUser
  • Type: Boolean
Target User Name of Target User that will receive services.
  • Field Name: username
  • Type: String
Target User Hierarchy The name of the hierarchy node where Target User resides at submit time.
  • Field Name: targetUserHn
  • Type: String
Target User Current Hierarchy Pkid The PKID of the hierarchy node where Target User resides at submit time.
  • Field Name: targetUserHnPkid
  • Type: String
Target User Current Site Name The Site where Target User currently resides.
  • Field Name: targetUserSite
  • Type: String
First Name The First Name of the Target User used in naming macros.
  • Field Name: firstName
  • Type: String
Last Name The Last Name of the Target User used in naming macros.
  • Field Name: lastName
  • Type: String
Email Address The Email Address of the Target User to be created.
  • Field Name: email
  • Type: String
Password The Password of the Target User to be created.
  • Field Name: password
  • Type: String
  • Is Password: True
Pin The Pin of the Target User to be created.
  • Field Name: pin
  • Type: String
  • Is Password: True
Reassign Services Profile Choose a Reassign Services Profile to apply to this service change.
  • Field Name: reassignServicesProfile
  • Type: String
  • Target: data/ReassignServicesProfile
  • Target attr: profileName
  • Format: uri
Source User Services
  • Field Name: existingSource
  • Type: Object
Phones
  • Field Name: existingSource.phones
  • Type: String
Extension Mobility Profiles
  • Field Name: existingSource.ext_mobilities
  • Type: String
Voicemail Extension
  • Field Name: existingSource.voicemail
  • Type: String
Webex
  • Field Name: existingSource.webex
  • Type: String
Single Number Reach
  • Field Name: existingSource.snr
  • Type: String
Target User Services
  • Field Name: existingTarget
  • Type: Object
Phones
  • Field Name: existingTarget.phones
  • Type: String
Extension Mobility Profiles
  • Field Name: existingTarget.ext_mobilities
  • Type: String
Voicemail Extension
  • Field Name: existingTarget.voicemail
  • Type: String
Webex
  • Field Name: existingTarget.webex
  • Type: String
Single Number Reach
  • Field Name: existingTarget.snr
  • Type: String
LDAP User Status The LDAP User Status of the Target User to be created.
  • Field Name: ldapUserStatus
  • Type: Integer
LDAP Directory Name The LDAP Directory Name of the Target User to be created.
  • Field Name: ldapDirectoryName
  • Type: String