[Index]
Overview
Site defaults provide the default values for several of the tasks performed during onboarding. When creating a site, a site defaults instance is created on the site, having the same name as the new site, and pre-populated with several default values.
For Provider deployments, when creating a Cisco HCS site dial plan, the site defaults on the site are updated with dial-plan-related attributes that are affected by the deployed site dial plan. Any related existing values are overwritten. When the site dial plan is removed, these values are reset (set to empty) in the site defaults.
The Site Defaults Doc (SDD) is useful for managing multi-site, multi-country customers. A SDD allows a Provider administrator (or higher) to define geo-specific information at a site level, allowing multinational sites to stay in sync.
Geo-specific information includes CUCM user-locale and network-locale defaults, as well as the CUC time zone and language defaults.
Site defaults may also be used to include a site for the overbuild, a VOSS Automate process that syncs in users, and which may include moving users to sites (based on model filter criteria chosen for the site defaults), and assigning services to subscribers at the sites (when flow through provisioning is enabled).
Configure Site Defaults
This procedure displays and updates site defaults.
Log in to VOSS Automate (Admin Portal), as Provider, Reseller, or Customer administrator.
Go to (default menus) Site Management > Defaults to open the Defaults page; then, select the relevant site to open the Defaults[site name] page.
Click through the tabs on the Defaults page to modify site default values - refer to the Defaults Page section below.
Save your changes.
Note
Field descriptions for the tabs on this screen are documented below.
Note that the SDD also contains ten custom string fields and ten custom boolean fields, which are, by default, untitled and hidden:
To enable and use these fields, higher-level administrators can modify the field display policy (FDP) for the SDD (at a specific hierarchy). Once the fields are available, designers can reference the fields in custom configuration templates and workflows.
Related Topics
Site Defaults Doc Templates in the Core Feature Guide.
Defaults Page
On the Defaults page (Site Management > Defaults) you can view and edit a site's default settings (the site defaults document, or SDD).
You can select the following tabs on this page:
| Option | Default Value |
|---|---|
| Name | Mandatory. The same name as the site. Only one instance of site defaults exists for a site. |
| Default CUCM Device Pool | Cu{CustomerId}Si{SiteId}-DevicePool |
| Default CUCM Location | Cu{CustomerId}Si{SiteId}-Location |
| Default CUCM Region | Cu{CustomerId}Si{SiteId}-Region |
| Default CUCM Date/Time Group | CMLocal For Provider deployments, choose from the drop-down list. |
| Default User Locale | The user locale identifies a set of detailed information to support users at the specific location, including language and font. Choose the required user locale from the drop-down list, which contains all user locales available on the CUCM at the selected location. |
| Default Network Locale | The network locale contains a definition of the tones and cadences that the phones and gateways use at the specific location. Choose the required network locale from the drop-down list, which contains all network locales available on the CUCM at the selected location. |
| Default User Profile (for User Self Provisioning) | Choose from the drop-down list. |
| Default CUCM Hunt Pilot Partition | Cu{CustomerId}Si{SiteId}-Feature-PT |
| Default CUCM Call Pickup Partition | Cu{CustomerId}Si{SiteId}-Feature-PT |
| Default CUCM Call Park Partition | Cu{CustomerId}Si{SiteId}-Feature-PT |
| Default CUCM MeetMe Partition | Cu{CustomerId}Si{SiteId}-Feature-PT |
| Default CUCM Group | Defined via a macro in the CUSTOMER_TEMPLATE and the algorithm chosen for CUCM Group selection, either Least Utilized or Default. See CUCM Group Selection in the Core Feature Guide for details. |
Related Topics
CUCM Group Selection in the Core Feature Guide.
Configure CUCM Groups in the Provider HCS Dial Plan Management Support Guide.
Values on the Device Defaults tab are applied to the configuration template associated with adding a subscriber (SubcriberPhonePrePopulate).
| Option | Default Value |
|---|---|
| Default CUCM Phone Product | Cisco 9971 |
| Default CUCM Phone Protocol | SIP |
| Default CUCM Phone Button Template | Standard 9971 SIP |
| Default CUCM Phone Security Profile | Cisco 9971 - Standard SIP Non-Secure Profile |
| Default CUCM Phone Softkey Template | Standard User |
| Default CUCM Phone SIP Profile | Standard SIP Profile |
| Default CUCM Phone Presence Group | Standard Presence Group |
| Default CUCM Phone Common Profile | Standard Common Phone Profile |
| Default CUCM Phone Line E164 Mask | Enter a E164 mask value that will be applied as a default when devices have not been configured with static values. |
| Default CUCM Device CSS | Cu{CustomerId}Si{SiteId}-{countryIsoCode}- DP-Emer-CSS |
| Default CUCM User Subscribe CSS | Internal-CSS |
| Default CUCM Phone Subscribe CSS | Cu{CustomerId}Si{SiteId}-InternalOnly-CSS |
| Default CUCM Device Profile Product | Cisco 9971 |
| Default CUCM Device Profile Protocol | SIP When adding a phone (or when choosing a phone for a subscriber), the phone type you choose must support the protocol you wish to use (SIP or SCCP). If the phone type does not support the protocol, the protocol defaults to the protocol value set up in the site defaults (if the phone type supports the default protocol). |
| Default CUCM Device Profile Button Template | Standard 9971 SIP |
| Option | Default Value |
|---|---|
| Default CUCM Device Profile Line E164 Mask | None. Enter a E164 mask value that will be applied as a default when devices have not been configured with static values. |
| Default CUCM Device Profile EMCC CSS | None |
| Default CUCM Remote Destination Profile CSS | None |
| Default CUCM Remote Destination Profile ReRouting CSS | None |
| Default CUCM Remote Destination Profile Line E164 Mask | None. Enter a E164 mask value that will be applied as a default when devices have not been configured with static values. |
| Use National Mask Format | When this check box is selected, the E164 Mask will use the National format of the associated E164 Number. For example, if the E164 Number has been added in the format +44 1234 5000, and this check box is selected, the E164 Mask on the device will have the International Dialing Code prefix removed e.g. +44, and a '0' will be prefixed to the number e.g. 012345000. Note: For Quick Add Subscriber, set the following value in the E164 Mask field of the relevant phone, device profile and remote destination profile configuration template {{ macro.SDD_QAS_E164Number_MCR }}. See the "Reference CUCM Phone Template" CFT for an example configuration. |
Values on the Line Defaults tab are applied to the configuration template associated with adding a line (line-cft).
| Option | Default Value |
|---|---|
| Default CUCM Line BLF Presence Group | Standard Presence Group |
| Default CUCM Line Voicemail Profile | None |
| Default CUCM Line Partition | |
| Default CUCM Line Alternate E164 Partition | None |
| Default CUCM Line CSS | Cu{CustomerId}Si{SiteId}-InternalOnly-CSS |
| Default CUCM Line Call Forward CSS | Internal-CSS |
| Default CUCM Line Call Forward No Answer CSS | Internal-CSS |
| Default CUCM Line Call Forward All CSS | Internal-CSS |
| Default CUCM Line Call Forward No Answer Internal CSS | Internal-CSS |
| Default CUCM Line Call Forward Busy CSS | Internal-CSS |
| Option | Default Value |
|---|---|
| Default CUCM Line Call Forward Busy Internal CSS | Internal-CSS |
| Default CUCM Line Call Forward No Coverage CSS | Internal-CSS |
| Default CUCM Line Call Forward No Coverage Internal CSS | Internal-CSS |
| Default CUCM Line Call Forward On Failure CSS | Internal-CSS |
| Default CUCM Line Call Forward On Failure Internal CSS | Internal-CSS |
| Default CUCM Line Call Forward Not Registered CSS | Internal-CSS |
| Default CUCM Line Call Forward Alternate Party CSS | CU1-DummyBlk-CSS |
| Default CUCM Line Call Forward Secondary CSS | Internal-CSS |
| Option | Default Value |
|---|---|
| Default System User Role | {SiteName}SelfService |
| Default CUCM User BLF Presence Group | Standard Presence group |
| Default CUCM Service Profile | None |
| Default Self-service Language | Choose from the drop-down list of installed Self-service languages. Default is English (en-us). |
Note
When selecting the Default System User Role, the selection options include roles where the Hierarchies Allowed list includes sites.
See the topic called Add and Edit Roles in the Core Feature Guide.
For more information about the settings on this tab, see:
Cisco Unity Connection Localization in the Core Feature Guide.
| Option | Default Value |
|---|---|
| Default CUC Phone System | This field is populated by the Voice Mail workflow when a Voice Mail pilot number is associated with a site. Likewise, the field is reset (Empty) when the Voice Mail pilot number is disassociated from a site. |
| Default CUC Subscriber Template | This field is populated by the Voice Mail workflow when a Voice Mail pilot number is associated with a site. Likewise, the field is reset (Empty) when the Voice Mail pilot number is disassociated from a site. |
| Default CUC HTML Notification Template | Default_Dynamic_Icons |
| Default CUC SMPP Provider | None |
| Default CUC TimeZone | None. Choose from the drop-down list, for example: GMT-05:00-America-New_York. The timezones available in this drop-down are those added in Services > CUC Localization > CUC TimeZone Filters (see cross reference below). You can also manually enter a valid timezone index value in this field, for example 035 for (GMT-05:00) Eastern Time (US and Canada). Note that the code entered must already be installed on the CUC server associated to this site. |
| Default CUC Language | None. Choose from the drop-down list, for example: English-US. The languages available in this drop-down are those in Services > CUC Localization > CUC Language Filters (see cross reference below). You can also manually enter a valid Locale ID (LCID) value for the language in this field, for example 1036 for French - France. Note that the code entered must already be installed on the CUC server associated to this site. |
| Default Language That Callers Hear | None. Choose from the drop-down list:
|
| Option | Default Value |
|---|---|
| Default PLAR CSS | None |
| Default HotDial TimeZone | None |
This tab defines how imported objects are moved to the site hierarchy during an overbuild.
Note
The Overbuild Defaults tab in the Site Defaults is accessible only to Provider and Reseller administrators.
Important
It is recommended that you request support from a system integrator for all managed services, Day 2 overbuild projects).
The table describes the settings on this tab:
| Field | Description |
|---|---|
| Include Site for Overbuild | Defines whether the site is included in the overbuild. |
| Create Internal Number Inventory at Customer | Defines whether to create the internal number inventory only at the site level, or only at the customer level. When set to True (checkbox selected), the internal number inventory is created only at the customer level, and will be used by all sites belonging to that customer. The default is False. CAUTION: If overbuild has already been run for a site and the internal number inventory has been created for the site, if Create Internal Number Inventory is enabled and you run overbuild for the same site, a duplicate set of internal number inventory is created at the customer. The same applies if Create Internal Number Inventory at Customer is enabled when the overbuild is run for the site, if it is then disabled and overbuild is run again, a duplicate set of internal number inventory is created at the site. |
| Additional Device Pools | By default, if a site is included for overbuild, the Default CUCM Device Pool on the General Defaults tab must match the device pool of phones that have been imported in order for these and their related objects to be moved to the site at which the Site Defaults Doc exists. The Run Overbuild tool uses the device pool to determine the devices and models to move to the site where the site defaults are defined. You can however add additional device pools, so that more than one device pool from those of the imported phones can be moved to the same site. Additional device pools are selected from the Device Pool Name drop-down, as instances of the Additional Device Pools group control. The names of the additional device pools can be renamed to the Default Device Pool name (as defined on the General Defaults tab) if Replace with Default Device Pool is selected. |
| Overbuild Device Control | Options are:
|
Related Topics
Overbuild for Microsoft in the Core Feature Guide
This tab defines the rules the system uses to match users to sites when syncing in users, and to determine whether users should be moved directly to the site as subscribers.
Note
The order of processing of these two options are:
In other words, when a user's details match the model filter criteria, the system will move the user according to the filter criteria. Otherwise, the system will attempt to move the user by number. If neither option is applicable, the user is not moved and remains at the current hierarchy.
Related Topics
Flow Through Provisioning in the Core Feature Guide
Model Filter Criteria in the Core Feature Guide
Overbuild for Microsoft in the Core Feature Guide
Important
From release 21.4-PB2 onwards, License Management has been removed and is no longer used to control the logic with managing licenses. VOSS Automate will honor any license-related configuration in the Configuration Templates and related Workflows. This includes Quick Subscriber, Quick Offboard Subscriber, associated Quick Add Groups and general Subscriber Management.
It is advised that administrators evaluate their current Configuration Templates and ensure that if any licensing logic exists in the templates, that this is correct as it will be applied when invoked.
Also see the Licensing Users for MS Teams and Teams Phone by Group Membership topic in the Core Feature Guide.
The table describes settings on this tab:
| Option | Description |
|---|---|
| Enterprise Voice | Defines whether to provision MS Teams users with the Enterprise Voice service. |
| MS Teams Direct Routing | Defines whether MS Teams Direct Routing is disabled on the PBX or in the SBC. |
| Default Tenant Dial Plan | Defines the default tenant dial plan for the site. For details, see Configure Microsoft Tenant Dialplan in the Core Feature Guide. |
| Default MS Teams Policies | These drop-downs allow you to choose the MS Teams policies to use as defaults in the SDD. Policies are synced in to VOSS Automate from MS Teams. Choosing a default policy for a site in the SDD automatically assigns the policy to subscribers at the site. When creating a subscriber via Quick Subscriber, the SDD is used, but you can also edit the configuration template for the Quick Add Group (QAG) to use a policy different to the SDD, or you can edit a subscriber directly to choose a different policy for that subscriber. Note that Teams Upgrade Policy is read-only in the Admin Portal as (at the time of writing) it is deprecated in the Teams online portal. See Introduction to Microsoft Teams Policies in the Core Feature Guide |
| Default Calling Line Identity | |
| Default Usage Location | The country for default usage. |
The table describes settings on this tab:
| Option | Description |
|---|---|
| Webex Location ID | The Webex location to which the site is mapped. Webex locations, numbers and users with location ID matching this site, will be synced to it. This dropdown allows selection of Webex locations at higher hierarchies. |
| Webex App - Use Organization's Domain | Displays only when:
Enabling this option hides the following field: Webex App - UC Manager Profile Default (when displayed) is unchecked (clear). When enabled, Webex App provisioning via QAS refers to values generated via the following named macros in the device/spark/User configuration template (CFT):
When the CFT with these macros is chosen for the QAS, the QAS uses site default values to provision Webex App (the macros allow QAS to determine whether the user has a Jabber client and whether CUCM calling behavior is configured). |
| Webex App - UC Manager Profile | Displays only when the following checkbox is clear (not selected): Webex App - Use Organization's Domain Choose the UC Manager profile from the drop-down. Options in the drop-down are the UC manager profiles added via UC Manager Profile (device/spark/CallingProfile). |
For Webex Location ID, also see Webex Locations in the Core Feature Guide.
Related Topics
Configure Microsoft Tenant Dialplan in the Core Feature Guide.
Introduction to Microsoft Teams Policies in the Core Feature Guide.
Quick Subscriber for Microsoft Users in the Core Feature Guide.
Microsoft Licenses in the Core Feature Guide
Overview
Provider administrators or higher can manage multi-site, multi-country customers by setting geo-specific information using the Site Defaults Doc. Using this information, administrators can use custom Configuration Templates (as in the Quick Add Group for Quick Add Subscriber), to set this information on a per-site level.
Timezones and languages in VOSS Automate are populated with the required Cisco Unity Connection (CUC) timezones and languages. These are typically selected from the relevant drop-down lists as described under Modify Site Defaults.
Note
You must only add timezone and language codes in VOSS Automate that match the installed timezones and languages on the associated CUC Server. The names entered must uniquely describe the timezone and code.
Related Topics
Add a Language Filter
To add a custom Cisco Unity Connection (CUC) language filter:
Add a TimeZone Filter
To add a custom Cisco Unity Connection timezone filter:
When a provider hierarchy is created in VOSS Automate, a system workflow creates a default Site Defaults Doc (SDD) template called PROVIDER_TEMPLATE, at the Provider level.
For each customer added to the system at a particular provider, data in the provider's PROVIDER_TEMPLATE is used to generate a customer-level, default SDD template called CUSTOMER_TEMPLATE.
When adding a site at a customer, that customer's CUSTOMER_TEMPLATE SDD template is used to create a SDD instance on the site.
The site-level SDD is useful for managing multi-site, multi-country customers, and allows a Provider admin (or higher) to define geo-specific information at a site level. This allows multinational sites to stay in sync.
Site-level SDDs:
For Provider deployments, when creating a Cisco HCS site dial plan, the site defaults on the site are updated with dial plan-related attributes that are affected by the deployed site dial plan. Any related existing values are overwritten. When the site dial plan is removed, these values are reset (set to empty) in the site's defaults.
Administrators with appropriate permissions can modify the PROVIDER_TEMPLATE and CUSTOMER_TEMPLATE SDD templates as required in order to customize SDD settings in the template when creating lower-level SDDs and SDD templates.
Default SDD templates display in the Site Defaults menu.
Related topics
Global Settings in the Core Feature Guide.
Site Defaults Doc
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| Include Site for Overbuild | Mark this site as to be included for Overbuild |
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| Create Internal Number Inventory at Customer | Creates Internal Number Inventory at Customer level when selected, else creates INIs at Site level Default: false |
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| Additional Device Pools | Choose the Device Pools to include for the move. |
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| Device Pool Name | Device Pool to be used during Overbuild for this site. |
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| Replace With Default Device Pool | Replace the Device Pool with the site default Device Pool |
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| Overbuild Device Control | Select the method of device selection Default: all |
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| Phones | Move all phones that match search-criteria, to destination site. |
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| Headsets | Move all headsets that match search-criteria, to destination site. |
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| Dual-mode Remote Destinations | Remote Destinations associated to Dual-Mode Phones |
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| Users | Move Users down to associated phones |
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| Device Profiles | Move User Device Profiles down to associated User |
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| Remote Destination Profiles | Move Remote Destination Profiles that match search-criteria, to destination site. |
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| Remote Destinations | Remote Destinations associated to RDP's |
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| Lines | Lines associated to 1) phones, 2) device profiles, 3) RDP's. |
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| CUC Users | Unity Connect Users associated to phones |
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| Webex App Users | Webex App Users that have a User at Site level with same email address. |
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| PexIP Users | PexIP Users that have a User at Site level with same username. |
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| Contact Center Agents | Contact Center Agents that have a User at Site level with same user ID. |
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| Microsoft Users | Move Microsoft users to site level using Filter Model Criteria. |
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| Move Filter Criteria | Group Assigned by FDP |
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| MS 365 User Model Filter Criteria | Rule to use for matching the MSOL User. This criteria will be used to check if a user should be moved to a site when the user is synced in. |
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| LDAP User Model Filter Criteria | Rule to use for matching the LDAP User. This criteria will be used to check if a user should be moved to a site when the user is synced in. |
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| CUCM User Model Filter Criteria | Rule to use for matching the CUCM User. This criteria will be used to check if a user should be moved to a site when the user is synced in. |
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| Move by Number | Move all user data to a Site when the user's MS Teams LineUri matches the internal number at the Site. The number must exist at the site for this move to be triggered. The move will be triggered during OverBuild and MS Teams user sync when this checkbox is enabled. |
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| MS Teams | Group Assigned by FDP |
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| Enterprise Voice | MS-Teams Users provisioned with Enterprise Voice = False and OnLine Voice Routing Policy = Not Set |
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| MS-Teams Direct Routing | MS-Teams DirectRouting disabled on PBX-side or in the SBC |
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| Default Tenant Dial Plan | Default TenantDialPlan |
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| Default Online Voice Routing Policy | Default OnlineVoiceRoutingPolicy |
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| Default Teams Messaging Policy | Default TeamsMessagingPolicy |
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| Default Live Events Policy | Default TeamsMeetingBroadcastPolicy |
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| Default Teams Meeting Policy | Default TeamsMeetingPolicy |
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| Default Teams Calling Policy | Default TeamsCallingPolicy |
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| Default Teams Call Park Policy | Default TeamsCallParkPolicy |
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| Default Teams Emergency Call Routing Policy | Default TeamsEmergencyCallRoutingPolicy |
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| Default Teams Emergency Calling Policy | Default TeamsEmergencyCallingPolicy |
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| Default Calling Line Identity | Default TeamsCallingLineIdentity |
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| Default Teams Video Interop Service Policy | Default TeamsVideoInteropServicePolicy |
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| Default App Permission Policy | Default TeamsAppPermissionPolicy |
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| Default App Setup Policy | Default TeamsAppSetupPolicy |
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| Default Audio Conferencing Policy | Default TeamsAudioConferencingPolicy |
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| Default Channels Policy | Default TeamsChannelsPolicy |
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| Default Enhanced Encryption Policy | Default TeamsEnhancedEncryptionPolicy |
|
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| Default Online Voicemail Policy | Default TeamsOnlineVoicemailPolicy |
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| Default Update Management Policy | Default TeamsUpdateManagementPolicy |
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| Default Call Hold Policy | Default TeamsCallHoldPolicy |
|
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| Default Survivable Branch Appliance Policy | Default TeamsSurvivableBranchAppliancePolicy |
|
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| Default Mobility Policy | Default Teams Mobility Policy |
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| Default Usage Location | Default Usage Location |
|
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| Webex | Group Assigned by FDP |
|
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| Webex Location ID |
|
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| Webex App - Use Organization's Domain |
|
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| Webex App - UC Manager Profile |
|
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