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VOSS Automate 24.2-PB1 - Home
  • Automate
  • Compatibility Matrix
  • Core Feature Guide
    • What’s New
    • Conventions Used in this Guide
    • Introduction
      • Welcome to VOSS Automate
      • Unicode Limitations
      • Accessibility
      • Multi Vendor Support
      • Default and Custom Menus in VOSS Automate
      • Product License Management
      • Log In to the Admin Portal
      • Introduction to the Admin Portal User Interface
      • Manage Items
      • Working with Lists
      • Search in VOSS Automate
      • Searchable Fields
      • Case Insensitive Search Fields
      • VOSS Wingman
    • Quick Start Guides
      • Customer Onboarding Quick Start Guide (Multiple Vendors)
      • Microsoft Quick Start Guide for VOSS Automate
    • Hierarchy Management
      • Introduction to Hierarchies
      • Navigate the Hierarchy
      • View the Hierarchy
      • Create a Provider
      • Create a Reseller
      • Create Intermediate Node
      • Delete a Hierarchy
      • Delete Issues and Purges
      • Localization Language
    • Customer Management
      • Customers
      • Network Device Lists (NDLs)
      • CUCM Group Selection
      • CUCM Group Counts
      • Countries
      • Introduction to EMCC
      • EMCC Groups
      • EMCC Route Patterns
      • EMCC Templates
    • Site Management
      • Manage sites
      • Site Defaults Doc templates
      • Site Defaults
      • Associate or Disassociate SIP Local Gateway to a Site
    • Apps Management
      • Add Cisco Webex Service
      • Introduction to VOSS Insights Monitoring
      • Arbitrators
      • Onboard Assets
      • Offboard Assets
      • Add a SMTP server
      • VOSS Phone Server Overview
      • Managing VOSS Phone Servers
      • Adding Phone Types
      • Introduction to Conferencing
      • Conference Workflows
      • Pexip Server
      • AudioCodes Devices
    • Cisco Apps Management
      • CUCM Configuration
      • CUCM Servers
      • Headset Enablement
      • Unified CM Groups
      • Clone an Instance of a CUCM Device Model
      • Multi-Cluster or Single Cluster Configurations
      • Date Time Groups
      • Time Periods
      • Time Schedules
      • Locations
      • Configure Regions
      • Device Pools
      • SIP Profiles
      • Configure SIP Trunk Security Profiles
      • SIP Trunks
      • Route Groups
      • Route Lists
      • CUCM Translation Patterns
      • Calling Party Transformation Patterns
      • Configure Called Party Transformation Patterns
      • CUCM Route Patterns
      • Route Partitions
      • Calling Search Spaces
      • SIP Route Patterns
      • CTI Route Points
      • Softkey Templates
      • Call Park Management
      • Media Resources
      • Add Devices to Application User
      • Add Application Users to Device
      • IP Phone Services
      • Cisco Unified CM Music on Hold (MOH) File Management
      • Introduction to Forced Authorization Codes (FAC)
      • Using Device Models to Manage FAC
      • Using VOSS Automate to Manage FAC
      • Customize Authorization Levels
      • Customize Help
      • Servers (CUC)
      • Schedules
      • Voice Mail Service
      • Associate/Disassociate Voice Mail Services to Customer
      • Pilot Numbers
      • Associate/Disassociate Pilot Number to a Site
      • Call Handler
      • Manage Greeting Files
      • Call Handler (Auto Attendant) Schedule
      • Language Filters
      • Timezone Filters
      • Configure Cisco Emergency Responder (CER)
      • Associate CER with Customers
      • View Associated Clusters on CER Servers
      • Configure Cisco Unified Contact Center Express (UCCX) Server
      • Overview
      • Configure Contact Center Server Using CUCM
      • Built-in-Bridge
      • Configure the Built-in-Bridge
      • Enable or Disable the Built-in-Bridge
      • How to Set Up a Contact Center Server
      • Edit Contact Center Servers
      • Delete Contact Center Servers
      • How to Set Up a Contact Center Service
      • Edit Contact Center Services
      • Delete Contact Center Services
      • Configure CTI Port
      • Tag CTI Port as Contact Center Agent Line
      • Webex Servers
      • IOS Device Management
      • Command Builders
      • Local Break Out (LBO) and Analog Gateway Configuration and Generated Events
      • Local Break Out and Analog Gateway Events, IOS Commands, and Variables
      • MGCP Analog Gateway Events and IOS Commands
      • Translation Rule Numbering
      • Set up an IOS Device
      • Analog Gateways
      • Add Port to Analog Gateway
      • SIP Gateway Port
      • Quick Add SIP Gateway
      • Set up SIP Local Gateway
      • Delete a SIP Local Gateway
      • Update a SIP Local Gateway
      • IOS Gateway Manual Configuration
      • Configure Intelligent Proximity for Mobile Voice in VOSS Automate
      • Introduction to UC Prep
      • UCPrep Profiles
      • UCPrep Profile Push
      • Date Time Groups
      • Call Manager Groups
      • Call Manager Host Adjustment
      • Call Manager SIP Trunk Security Profiles
      • Call Manager SIP Profiles
      • Call Manager Audio Codec Preferences
      • Call Manager Application Users
      • Call Manager Feature Control Policies
      • Call Manager Route Filters
      • Unity Authentication Policies
      • Unity User Templates
      • Introduction to Load Balancing
      • Load Balancing Using Site Default Device Pool
      • Associate a CUCM Group to a Device Pool
    • Microsoft Apps Management
      • Microsoft Quick Start Guide for VOSS Automate
      • Introduction to Microsoft UC Integration
      • Microsoft UC Application Setup
      • App Registration
      • Run PowerShell proxy server setup script
      • Test the PowerShell Proxy Connection to the Tenant
      • Sync in Azure Users
      • Sync Microsoft Users to Sites
      • Configure Microsoft Tenant Connection Parameters
      • Create MS Teams Service Account on Microsoft Cloud
    • LDAP Management
      • Add and Configure an LDAP Server
      • LDAP User Sync
      • LDAP Schedule
      • LDAP Custom Role Mappings
      • Introduction to LDAP Authentication in Automate
      • Configure LDAP Authentication-only (standalone)
      • View and Update LDAP Authentication Users
      • Re-provision Synced LDAP Users
      • Run a CUCM LDAP Directory Sync
      • Write back to Active Directory LDAP
    • Entitlement
      • Introduction to Entitlement
      • Entitlement Enforcement
      • Add a Device Type
      • Create Device Group
      • Create an Entitlement Catalog
      • Create an Entitlement Profile
    • User Management
      • Introduction to user management
      • Users and subscribers
      • View users
      • Add admin users
      • Update a user
      • End-user provisioning workflow
      • User provisioning use cases
      • View a user’s provisioning status
      • User login options by auth method and server auth scope
      • User authentication
      • Credential policies
      • Standard users and login
      • LDAP users and login
      • SSO users and login
      • Multi vendor subscribers
      • Enable multi vendor subscribers
      • Role-based access for multi vendor subscribers
      • Introduction to Cisco-Microsoft hybrid
      • Hybrid Cisco-Microsoft management
      • Hybrid service definitions
      • Hybrid multi vendor move
      • Introduction to user and subscriber syncs
      • User management scenarios
      • User sync source
      • User field mapping
      • Users synced from LDAP to Automate
      • Users synced from LDAP to Automate (sso-enabled)
      • Users synced from LDAP to CUCM
      • Users synced to Automate
      • Sync or purge LDAP users
      • Sync CUCM users, lines, and phones
      • LDAP sync actions
      • Purge a CUCM User from VOSS Automate Only
      • Create a filter to move users
      • Introduction to Self Provisioning
      • Enable Self Provisioning
      • Bottom-Up User Management
      • Top-Down User Management
      • CUCM Configuration for Self-Provisioning
      • Site Configuration for Self-Provisioning
      • Generate a User’s Primary Line
      • Specify the Primary Line per Subscriber
      • Add a Self Provisioning Universal Device Template
      • Add a Self Provisioning Universal Line Template
      • Add a Self Provisioning User Profile
      • Set a Default User Profile for a Site
      • Add Self-Provisioning Line Mask
      • Pushing Users to CUCM
      • Automatically Move Users Synced from CUCM
      • Move Users
      • Site-to-Site User Move Transaction Log Errors
      • Convert user type CUCM-LDAP to CUCM Local
      • Managing Duplicate Usernames
      • Manage Local Administrators and Operators
      • Session Timeout Rules
      • Timeout Limit Notifications
      • Manage Passwords
      • Passwords and Manually Added Users
      • Force User Password Change
      • Force Administrator Password Change
      • Change Your Own Password
      • Unlock a Locked Out User
      • Unlock a Locked Out Administrator
      • Manually Disable a User Account
      • Manually Disable Administrator Account
      • Introduction to Self-service
      • Self-service and User Configuration
      • Create a Self-service Link
    • Role Management
      • Role-based Access
      • Authorized Admin Hierarchy
      • User Roles
      • Add and Edit Roles
      • Clone a Role
      • Create a Service Assurance Only Role
      • Create a Fulfillment Only Role
      • Create a Custom Self-service Role
      • Create a Business Admin Role
      • Delete Unused Roles
      • Introduction to Themes
      • Manage themes
      • Theme element color references for the Admin Portal
      • Setting the Default Theme
      • Login banner
      • Menu Layouts
      • Menu diff tool
      • Fixed and Configurable Filters in Menus
      • Automate Dashboards Overview
      • Dashboard and Widget Management
      • Chart Widgets
      • Counters Widgets
      • Links Widgets
      • Table Widgets
      • Text Widgets
      • Dashboards for a Business Admin Role
      • Dashboard Reference
      • Introduction to Access Profiles
      • Access Profile Permissions and Operations
      • Customized Credential Policy
      • Assign a Credential Policy to a User
      • Assign a Credential Policy to an Administrator
      • Support for Privacy and Security Notices
      • Privacy policy menu items
      • Manage privacy policy menu items
      • VOSS Automate cookie policy
    • Customizations
      • Introduction to Customizations
      • Global settings
      • Subscriber Profiles
      • Model Filter Criteria
      • Field display policies
      • Configuration Templates
      • Configuration Mapping for Phones, DeviceProfiles, and Lines
      • Dropdown Filters
      • Line Delete Preferences
      • Email
    • Flow Through Provisioning Configuration
      • Setting up Flow Through Provisioning
    • Cisco Dial Plan Management
      • Introduction to Cisco HCS Dial Plan
      • Dial Plan Roles and Privileges
      • HCS Dial Plan Macros in VOSS Automate
      • Customer Dial Plan
      • Site Dial Plan
      • Class of Service (Site)
      • Short Code
      • Directory Number Routing
    • MS Teams Dial Plan Management
      • Introduction to Microsoft Teams Dialplan Management
      • Configure Microsoft Tenant Dialplan
      • MS Numbers
    • MS Teams Emergency Management
      • Introduction to Microsoft Teams Emergency Management
      • MS Teams Emergency Locations
      • MS Teams Emergency Location Networks
    • MS Teams Policies
      • Introduction to Microsoft Teams Policies
    • Number Management
      • Introduction to Number Management in Automate
      • AudioCodes Device Number Integration
      • Number Inventory
      • View Number Details and Usage in the Number Inventory
      • Number Status and Usage
      • Number Range Management
      • Number Cooling
      • Number Reservation
      • Reserve Numbers for a User
      • Audit Number Inventory
      • Number Inventory Alerting
      • Manage Number Filters
      • Introduction to E164 Inventory Management
      • E164 Numbers in the Number Inventory
      • Add an Inventory of E164 Numbers
      • View an E164 Inventory and Delete E164 Numbers
      • E164 Associations ( N to N DN )
      • E164 Associations ( N to 1 DN )
      • Migrate Translation Patterns for E164 to Internal Number Associations
    • Unity SIP Integration
      • Introduction to Unity SIP Integration
      • Configure the Unity SIP Integration Menu Layout
      • Access Profile Changes
      • Unity SIP Integration
      • Integrate Unity-Call Manager
      • Dial Plan Profile
      • Remove Integrate Unity-CallManager
      • Unity Tenant Management
      • Integration Log
    • Cisco Subscriber Management
      • Quick Add Subscriber (Cisco)
      • Add Subscriber from Profile
      • Cisco Subscribers
      • Move Subscriber
      • Phones
      • Headsets
      • Phone Status Export
      • Smart Add Phone
      • Line Search
      • Lines
      • Intercom Lines
      • Agent Lines
      • Voicemail
      • Extension Mobility
      • Single Number Reach
      • Add Device to User
      • Move Phones
      • Moving Phones from Site to Site
      • Replace Phone
      • Reset-Restart Site Phones
      • EM Login/Logout
      • VOSS Phones
      • Quick Add (Subscriber) Groups
      • Class of Service (Subscriber)
      • Reset UC Passwords
      • Pexip Conference Users
      • PLAR (Hotdial)
      • Hunt Groups
      • Call Pickup Groups
      • Provision the Extension Mobility Service
      • Provision the Voice Service
      • Provision the Voicemail Service
      • Provision Webex Service
      • Provision the Pexip Conference Service
      • Provision the Jabber or Dual Mode Device Service
      • Contact Center
      • Introduction to Reassign Services
      • Reassign User Services
      • Update User Details
      • Reassign Services Profile
    • Cisco Webex App
      • Introduction to Cisco Webex App
      • Users (Webex App)
      • Quick Subscriber (Webex App)
      • Bulk Update Webex App Users
      • Workspaces
      • Workspace Call Settings
      • Workspace Locations
      • Webex Locations
      • Webex Location Node Mapping
      • Webex Bulk Actions
      • Webex Schedules
      • Devices (Webex App)
      • Quick Add Device
      • Replace Device
      • Reset Devices to Baseline
      • Device Configuration Profiles
      • Webex App Manual Steps
      • Test Device Configuration Profile Rendering
      • Webex App Licenses
      • Webex App Hunt Groups
      • Webex App Call Park
      • Webex App Auto Attendants
      • Webex App Call Pickup
    • Microsoft Subscriber Management
      • Introduction to Microsoft Onboarding and Offboarding
      • Configure Automate for Microsoft Services
      • Quick Add (Subscriber) Groups
      • Quick subscriber (Microsoft)
      • Microsoft Subscribers
      • MS Teams CSOL Users
      • User Calling Settings
      • User Voicemail Settings
      • Quick Offboard Subscriber
      • Microsoft Licenses
      • External Access for MS Teams
      • Groups
      • Teams
      • Manage Group Membership
      • MS Teams Templates
      • Resource Accounts
      • Call Queues
      • Auto Attendants
      • Holidays
      • Microsoft Exchange
      • Microsoft subscriber staging
      • MS Blocked Calling Numbers
    • MS Operator Connect Management
      • Microsoft Operator Connect Management in VOSS Automate
    • Overbuild
      • Introduction to Overbuild
      • Overbuild for Cisco
      • Overbuild for Microsoft
      • Run Overbuild
      • Overview Tool
      • Run Dial Plan Overbuild
      • User Phone Associate Tool
      • Overbuild Analog Gateway
      • Device Models
      • Locate a User Associated with a CUC Device Model
      • Filter Calling Search Spaces and Assign a Class of Service
    • Administration Tools
      • Introduction to Import
      • Bulk Load
      • Data Export
      • Bulk Export of Model Data
      • Bulk Load Template Export
      • Bulk Load Sheets
      • Sample Bulk Loaders
      • Bulk Load Template Sheet Layout
      • Export Data Sheet Layout
      • Bulk Load Sheet Macro Evaluation
      • Bulk Load Transactions
      • Alerts
      • Alert Types and Alert Field Reference
      • Transaction logging and audit
      • View a Transaction
      • Transaction log levels
      • Transaction Details
      • Filter Transactions
      • Filter Sub-Transactions and Logs
      • Transaction Behavior
      • Transaction Priority
      • Transaction Log Example
      • Device Data Sync Errors in Transactions
      • Export a Transaction
      • Northbound Notification
      • Notification Format
      • NBN Transaction Processing
      • Northbound Notification Workflow
      • Configure Northbound Notification Destination
      • Configure Northbound Notification Event Attributes
      • Configure Northbound Notification Event
      • Scheduling
      • Add or edit a schedule
      • Deactivate and Activate Schedules
      • File Management
      • Create Line Reports for a Site
      • View Line Reports
      • Audit Template Customizations
      • View Template Customization Audit Reports
      • Example Template Customization Audit Reports
      • Settings
      • Set up a Web Proxy
      • Certificate Management for SSO
      • Generate a Certificate for Application Registration
    • Single Sign On (SSO)
      • Single Sign On (SSO) Overview
      • SSO SP Settings
      • SSO Identity Provider
      • SAML Elements in Assertions
    • Data Sync
      • Introduction to Data Sync
      • Default Cache Control Policy
      • Data Sync Types
      • Full Sync
      • Enable a Scheduled Data Sync
      • Manually Run the Default Data Sync
      • Controlling a Data Sync with a Model Type List
      • Create a Targeted Model Type List
      • Model Instance Filter
      • Allowlists and Denylists
      • View List of Device Models
      • Create a Custom Data Sync
      • CUCM Change Notification Alerts
      • Introduction to Change Notification Sync
      • Enabling / Disabling CNF Syncs for a CUCM cluster
      • VOSS Automate Change Notification Functionality
      • Troubleshooting Change Notification (CNF)
      • Shared Line Across Sites
      • Shared Line Across Sites Example
      • Shared Line Across Sites Example Diagram
      • Inventory Site
      • Inventory Site Diagram
      • Dial Plan Type for Shared Line Across Sites
      • Class of Service for Shared Line Across Sites
      • Call Forward Considerations for Shared Line Across Sites
      • Phone, Subscriber, and Quick Add Subscriber use for Shared Line Across Sites
      • Hunt Groups and Call Pickup Groups for Shared Line Across Sites
      • Hunt Groups and Call Pickup Groups for Shared Line Across Sites Example
      • Site Short Codes
      • Handling Voice Mail to Secondary Shared Lines
      • Configure Shared Line Across Sites
    • Self-service Administration
      • Introduction to Self-service Administration
      • Self-service Feature Display Policy
      • Self-service Feature Display Policy Field Reference
      • End User Access and Authentication
      • Themes and Branding
      • Self-service Login Banner
      • Personal Phones (Remote Destinations)
      • Dual Mode Phones - Mobile ID
      • Voicemail for Self-service
      • Links Page
    • Advanced Tools for System Administrators
      • Add Custom Variables
      • Create Model Report
      • Manage Model Reports
    • Appendix: Optional Features
      • Dial Plan Management Tool
      • Cisco Custom Dial Plans
      • Dial Plan Maintenance
      • Multi-Cluster Dial Plan Maintenance
      • Dial Plan Viewer
      • Dial Plan Input Data
      • Dial Plans
      • Cisco Dial Plan Models
      • Microsoft Dial Plan Models
      • Dial Plan Model Bulk Loader
      • Dial Plan Log
      • Move Number Inventory Instances
      • Introduction to Phone-Based Registration (PBR)
      • Add Phone-Based Registration Menus and Access Profile
      • Create Restricted API Role and Admin User
      • Install Phone-based Registration (PBR) Web Service
      • Add PBR Config Records
      • PBR Setup - Configure CUCM for AutoRegistration and Phone Based Registration
      • Register a Phone for Phone Based Provisioning
      • Introduction to Phone Services
      • Configure Phone Services
      • Manage Phone Services
      • Call Redirection Routing Plan for Disaster Recovery
    • Appendix: Glossary
      • Glossary
  • Self-service Guide
    • Purpose
    • Audience
    • Conventions
    • Accessing Self-service
    • First Login and Password Expiry or Reset
    • Accessing Minimal Mode
    • Manage Your Self-service
    • Configure Your Password Reset Questions
    • Reset Your Password
    • User Interface
    • Available Features and Services
    • Session Timeout
    • Buttons and Icons
    • Common Tasks
    • Home
    • My Information
    • Change Your User Language
    • Manage Your Password and PIN
    • Change Your Password
    • Password Hints and Rules
    • Change Your PIN
    • Access Webex
    • Phones
    • Manage a Phone
    • Add Your Own Smart Device
    • Edit a Smart Device
    • Bulk Modify Your Company Phones
    • Your Personal Phone Management
    • Add a Personal Phone
    • Edit a Personal Phone
    • Delete a Personal Phone
    • Bulk Modify Your Personal Phones
    • Voicemail Settings
    • Create your own Voicemail Account
    • Change your Voicemail Settings
    • Alternate Numbers and Notification Devices
    • Manage Alternate Numbers and Notification Devices
    • Caller Input
    • Manage Caller Input Keys
    • Message Actions
    • Manage Message Actions
    • Call Forwarding
    • Activate and Manage a Line for Call Forwarding
    • My Availability
    • Set Do Not Disturb for your Phone
    • Speed Dials and BLFs
    • Manage Speed Dials and Busy Lamps (Phone Button Template)
    • Add a Speed Dial (Abbreviated Dials)
    • Links
  • Architecture and Hardware Specification Guide
    • VOSS Automate deployment topologies
    • VOSS Automate Hardware Specifications
    • Scale and performance
  • Installation Guide
    • Overview
    • Command Conventions
    • VOSS Automate deployment topologies
    • Multi Data Center Deployments
    • Clustering Considerations
    • Network Communications between Nodes within the Cluster
    • Network Communications External to the Cluster
    • Cluster Commands
    • Geo-redundancy/Redundancy And DR Synopsis
    • Network Docker Container Range
    • Backup Size Considerations
    • VOSS Automate Hardware Specifications
    • Installation Process
    • Create a New VM Using the Platform-Install OVA
    • Using the screen command
    • Installation Logs
    • Commands to Determine the Primary Node Role in a Cluster
    • Multinode Installation
    • Single-node cluster (cluster-of-one) Installation
    • View Installation and Upgrade Transactions
    • Installation Quick Reference
    • Migrating from a 6 Node to 8 Node System
    • Modular Architecture Multinode Installation
    • Azure Cloud Deployment
    • AWS Deployment
  • Upgrade Guide with ISO and Template
    • Before upgrading
    • Upgrade and data migration
    • Using the screen command
    • VOSS Automate Hardware Specifications
    • Upgrade Automate
  • Upgrade Guide with Delta Bundle
    • Dependencies
    • Delta Bundle Overview
    • Important Information
    • Download Location
    • Install Procedure for a Unified Node Topology
    • Install Procedure for a Modular Cluster Topology
    • Install Procedure for a Single Node Cluster Environment
    • Post-Checks
    • Rollback
  • Multi-Cluster Deployments Technical Guide
    • Introduction
    • Deployment Recommendations
    • Caveats and Limitations
    • Overview
    • Deployment Recommendations
    • Caveats and Limitations
    • Overview
    • Deployment Recommendations
    • Caveats and Limitations
    • Deployment Recommendations
    • Deployment Recommendations
    • Caveats and Limitations
    • Overview
    • Number Inventory
    • HCS Dial Plans GDPR Support
    • HCS Dial Plan Type Considerations for GDPR
    • ILS/GDPR
    • Intercluster Trunking
    • HCS Dial Plans
    • Overbuild Considerations
    • Scenarios
    • Notes
    • Single telephoneNumber MIF
    • Multiple telephoneNumber MIF
    • Intercluster Trunking, ILS/GDPR CFTs
  • Platform Guide
    • High-level Functions
    • Overview
    • CLI Commands
    • Cluster Commands
    • Using the screen command
    • VOSS Management Tools
    • Install Commands
    • Database Commands
    • Database Commands for Transaction Management
    • Performance Commands
    • System Specific Commands
    • Transaction Archiving
    • Product Licensing
    • Report Transaction Commands
    • Report API Commands
    • Introduction
    • Subscriber Data Export Command
    • Deployment Commands
    • Migrate a Unified Node Cluster to a Modular Cluster
    • Commands to Determine the Primary Node Role in a Cluster
    • Provisioning
    • Network interfaces
    • Switching Network Addresses from IPv4 to IPv6
    • Network services
    • Network URI specification
    • Network Docker Container Range
    • Application Control and Status
    • Starting and Stopping
    • Installing Applications
    • Updating Applications
    • Summary Attribute Migration
    • Remote Execution in Clusters
    • List of Unused Cluster Commands
    • Self-service Localization Management
    • Web Services
    • Insights Analytics
    • System Commands Overview
    • System restart
    • Passwords
    • System Boot Passwords
    • Federal Information Processing Standards (FIPS)
    • File Management
    • Drive control
    • Transaction Prioritization
    • Banner
    • Maintenance Mode
    • Checksum
    • Terminal Reset
    • Login Report
    • Cluster Check
    • Enable Health Monitoring
    • Enable Database Scheduling
    • Command History
    • Logs
    • Viewing Logs
    • Sending and Collecting Logs
    • Log Types
    • Audit Log Rule Sets
    • Log Type Commands
    • Audit Log Format and Details
    • Event Log Format and Details
    • Log Streaming
    • Remote Log Type Encryption
    • The Mail Command
    • Diagnostic Tools
    • Diagnostic Troubleshooting
    • Warnings and Notifications
    • Events and SNMP Messages
    • SNMP Configuration and Queries
    • Introduction to SNMP and MIB
    • SNMP Traps
    • Management Information Bases
    • Notification Messages
    • SNMP Traps: Number Inventory Alerting
    • SNMP Traps: System Monitoring
    • Scheduling
    • Internal Report Schedules
    • Backups
    • Backup and Restore in a Modular Architecture
    • Backup Destinations
    • Backup Passphrase
    • Backup Size Considerations
    • Create a Backup
    • Restore a Backup in a Clustered Environment
    • Create Space for a Backup or Restore
    • Maintaining Backups
    • Backup and Import to a New Environment
    • VMware Snapshot Maintenance
    • Backup on Azure
    • Introduction to Restoring Backups on a New Environment
    • Setting up the Backup Passphrase on a New Environment
    • Adding More Hard Disk Space
    • Reassign Current Drives (Backup and DBroot)
    • Restore the Backup
    • Example of a Successful Restore
    • Security Overview
    • Security Patches and Updates
    • Configuration Encrypted
    • Backup Encrypted
    • Application Install Files Encrypted
    • File Integrity
    • Protected Application Environments (Jails)
    • Restricted User Shell
    • User Security and Security Policy Management
    • Creating Additional Users
    • Creating and Managing SFTP Users
    • Granting and revoking user rights
    • Password Strength Rules
    • SSH Login Fail Limit
    • SSH Session Limit
    • SSH key management
    • SSH Algorithm Management
    • Adding a Key for Automatic User Login
    • Prevention of DOS Attacks
    • Memory Dumps and Security
    • Manage Read-Only Database Users
    • Network Communications between Nodes within the Cluster
    • Network Communications External to the Cluster
    • Dynamic Firewall
    • Web Certificate Setup Options
    • Supported SSL Ciphers
    • VOSS Automate Setup a Web Certificate
    • Own Web Certificate Setup
    • Web Certificate Expiration Notice
    • Convert Web Certificates from P7B to PEM Format
    • Web Certificate Commands
    • Web Hosts Commands
    • Web TLS Protocol Configuration
    • Web TLS Cipher Management
    • Network URI specification
    • Web External Proxies
    • High Availability Overview
    • Default HA and DR scenario
    • HA and DR scenario with Cisco VMDC geo-redundancy architecture
    • Configuring a HA System Platform on VMware
    • DR Failover
    • Cluster Failure Scenarios
    • Create a New VM Using the Platform-Install OVA
    • Election of a New Primary and Failover
    • DR Failover and Recovery Scenarios
    • Scenario: Power Off and On of a Node
    • Scenario: Loss of a Non-primary Node in the Primary Site
    • Scenario: Loss of a Non-primary Server in the DR Site
    • Scenario: Loss of the Primary Database Server
    • Scenario: Loss of a Primary Site
    • Scenario: Loss of a DR Site
    • DR Failover and Recovery in a 2 Node Cluster
    • Scenario: Loss of Full Cluster
    • Modular Cluster: Election of a New Primary and Failover
    • DR Failover and Recovery Scenarios in a Modular Cluster
    • Scenario: Power Off and On of a Node in a Modular Cluster
    • Scenario: Loss of an app node: Modular Cluster
    • Scenario: Loss of the Primary Database Server in a Modular Cluster
    • Scenario: Loss of a non-primary database: Modular Cluster
    • Scenario: Loss of a Primary Site in a Modular Cluster
    • Scenario: Loss of a DR Site in a Modular Cluster
    • Scenario: Loss of Full Cluster in a Modular Cluster
    • Platform User Password Recovery Procedure
    • ‘No Space Left on Device’ Error
    • Loss of the whole cluster and redeploying new servers
    • Error Messages
    • MIB List
    • Analogue line MGCP Data Export
    • Analogue Line SCCP Data Export
    • Call Pickup Group Data Export
    • Contact Center Enterprise Data Export
    • Contact Center Express Data Export
    • Customer Data Export
    • Extension Mobility Data Export
    • FMC Data Export
    • Hunt Group Data Export
    • Hybrid Data Export
    • Line Data Export
    • Phones Data Export
    • Site Data Export
    • Subscriber Data Export
    • Webex Teams Data Export
    • Webex Devices Data Export
    • Webex Workspaces Data Export
    • MS Office 365 Data Export
    • MS Teams Data Export
    • MS Exchange Data Export
    • Pexip Data Export
    • VOSS Phone Servers Data Export
    • diag Command Examples
    • SNMP Traps: Applications examples
    • SNMP Traps: Load examples
    • SNMP Examples: Backup
    • SNMP Trap Examples
  • Health Checks for Cluster Installations Guide
    • Introduction
    • Notification/SNMP setup
    • Check general cluster health
    • Verify web proxy sanity
    • Verify database status
    • Resource utilization checks
    • VMWare checks
    • Backup / export
    • Latency
    • Firewall configurations
    • Data collection for offline analysis
  • Best Practices Guide
    • VOSS Automate deployment topologies
    • Overview
    • Active-Active Web Weights
    • Active-StandBy Web Weights
    • Session Limits
    • Throttle Limits
    • Configurable Number of Queue Processes
    • Guidance on Planning for Onboarding and Ongoing Operations
    • Sync Overview
    • Data Sync Types
    • Scheduling Syncs
    • Cisco Unified CM Sync
    • Update Sync Operations
    • Staggering of CNF Syncs Across Customers
    • Recommended CUCM Sync Setups
    • Cisco Unity Connection Sync
    • LDAP Sync
    • Cisco Webex App Sync
    • Microsoft Sync Overview
    • Microsoft Entra ID and Office365 MSOLUser Filter Examples
    • Recommended RIS API Data Collector Interval
    • API Resource Listing Best Practice
    • Long Running API Requests
    • Transaction Archiving
    • Automated Database Cache Cleanup
    • Navigation - Menu and Dashboards
  • Advanced Configuration Guide
    • What’s New
    • Login banner
    • Transaction log levels
    • Settings
    • Global settings
    • Number cooling auto expiry schedule
    • Add a SMTP server
    • Email
    • Associate / disassociate devices to application users
    • INI purge tool
    • System monitoring configuration
    • System monitoring database statistics
    • System monitoring model counts
    • VOSS Automate cluster status
    • UC apps reachability
    • Worker queue
    • Login sessions
    • Feature package customization
    • Field display policies
    • Field display policy settings
    • Example field display policy clone
    • Configuration Templates
    • Add a configuration template
    • Configuration templates for array updates
    • Events
    • GUI rules
    • GUI rule for the target model of a configuration template
    • Relations
    • Tags
    • Add and remove tags
    • Add a view
    • Less files and customizing themes
    • Theme banner customization
    • Privacy policy menu items
    • Manage privacy policy menu items
    • Manage themes
    • Theme element color references for the Admin Portal
    • VOSS Automate cookie policy
    • Menu diff tool
    • Online help customization
    • Online help model override options
    • Scripts
    • Add and run a script
    • Expect script examples
    • Expect script import format
    • Network device list selection rules advanced configuration
    • Change LDAP user sync
    • Data sync workflows
    • Number inventory flexibility and description customization
    • Configuration overview
    • Site defaults reference
    • Introduction to named macros
    • Customizing quick add groups
    • Quick add subscriber provisioning workflow structure
    • Subscriber relation context
    • Config template looping and merging overview
    • Config template looping
    • Config template merge strategy
    • Custom line settings for Smart Add Phone configuration template
    • Reference material
    • Lines Site Defaults
    • Phones Site Defaults
    • Subscriber Site Defaults
    • Quick Subscriber Site Defaults
    • Voicemail Site Defaults
    • Webex Site Defaults
    • Hot Dial PLAR Site Defaults
    • Hunt Groups Site Defaults
    • Call Pickup Groups Site Defaults
    • Configuration Template Reference List
    • Named Macros Available to Administrators
    • Named Macros - Site Defaults General
    • Named Macros - Site Defaults Device
    • Named Macros - Site Defaults Line
    • Named Macros - Site Defaults User
    • Named Macros - Site Defaults CUC
    • Named Macros - Site Defaults Hotdial
    • Named Macros in Configuration Templates
    • Pull Sync Delete Threshold
    • Macros
    • Macro syntax brackets
    • Macro syntax multiline
    • Dot notation
    • SELECT FROM WHERE macro syntax
    • Macro nesting
    • Macro syntax to filter by meta properties
    • Macro function syntax
    • Numeric functions
    • String functions
    • List functions
    • Model filters
    • Model instance filters from CSV file
    • Rule filter functions
    • Role at allowed hierarchy function
    • Filter role functions
    • Macro evaluate function
    • CUCM and device functions
    • Jabber device name function
    • Webex App functions
    • Subscriber functions
    • Quick add group functions
    • Zero, unset, boolean, drop, null, and exists functions
    • Time functions
    • Hierarchy functions
    • User details functions
    • Number management functions
    • Phone functions
    • Localization functions
    • Log functions
    • Object functions
    • Conversion functions
    • HTTP functions
    • Email functions
    • Macro examples - simple
    • Macro examples - list macro
    • Macro- and macro function nesting
    • Conditional logic macro function
    • Add a macro inline
    • Add a macro for re-use
    • Create a value substitution macro
    • Substitution macro examples
    • Add an evaluation macro
    • Evaluation macro examples
    • Macro evaluator
  • BulkLoader Provisioning Guide
    • Overview
    • Bulk Load
    • Data Export
    • Bulk Load Template Export
    • Bulk Load Sheets
    • Bulk Load Template Sheet Layout
    • Sample Bulk Loaders
    • Export Data Sheet Layout
    • Template Location and Template Reference Set
    • Bulk Load Sheet Macro Evaluation
    • Bulk Load Transactions
    • Bulk Export of Model Data
    • Bulk Load API
  • Provider HCS Dial Plan Management Support Guide
    • What’s New
    • Telephony, Design, and HCS Dial Plan Overview
    • Introduction to the Dial Plan Model in VOSS Automate
    • Dial Plan Roles and Privileges
    • Customer Dial Plan
    • Site Dial Plan
    • Class of Service (Site)
    • Short Code
    • Directory Number Routing
    • Customers
    • Introduction to Number Management in Automate
    • Number Inventory
    • View Number Details and Usage in the Number Inventory
    • E164 Numbers in the Number Inventory
    • Number Status and Usage
    • Number Range Management
    • Number Cooling
    • Number Reservation
    • Number Inventory Alerting
    • Audit Number Inventory
    • Introduction to E164 Inventory Management
    • Add an Inventory of E164 Numbers
    • View an E164 Inventory and Delete E164 Numbers
    • E164 Associations ( N to N DN )
    • E164 Associations ( N to 1 DN )
    • Migrate Translation Patterns for E164 to Internal Number Associations
    • Configure Inter-site Cross-cluster Support
    • Manual Configuration for Local Breakout Support
    • Voice Mail Service
    • Associate/Disassociate Voice Mail Services to Customer
    • Pilot Numbers
    • Creating DDIs for Voice Mail Pilot Numbers
    • Associate/Disassociate Pilot Number to a Site
    • Adding Aggregation Trunk and Route Group and Associating to Existing Route List and SLRG
    • SIP Profiles
    • SIP Profile Field Descriptions
    • Configure SIP Trunk Security Profiles
    • SIP Trunk Security Profile Field Descriptions
    • SIP Trunks
    • SIP Route Patterns
    • Route Groups
    • Route Lists
    • Date Time Groups
    • Locations
    • Device Pools
    • Configure CUCM Groups
    • Route Partitions
    • Calling Search Spaces
    • Calling Party Transformation Patterns
    • Configure Called Party Transformation Patterns
    • CTI Route Points
    • Time Periods
    • Time Schedules
    • Clone an Instance of a CUCM Device Model
    • Introduction to Load Balancing
    • Load Balancing Using Site Default Device Pool
    • Associate a CUCM Group to a Device Pool
    • Update the USA Device-Based Routing Dial Plan
    • Shared Line Across Sites
    • Shared Line Across Sites Example
    • Shared Line Across Sites Example Diagram
    • Inventory Site
    • Inventory Site Diagram
    • Dial Plan Type for Shared Line Across Sites
    • Class of Service for Shared Line Across Sites
    • Call Forward Considerations for Shared Line Across Sites
    • Phone, Subscriber, and Quick Add Subscriber use for Shared Line Across Sites
    • Hunt Groups and Call Pickup Groups for Shared Line Across Sites
    • Hunt Groups and Call Pickup Groups for Shared Line Across Sites Example
    • Site Short Codes
    • Handling Voice Mail to Secondary Shared Lines
    • Configure Shared Line Across Sites
    • Configure Tail End Hop Off
    • HCS Dial Plan Macros in VOSS Automate
    • Auto-Cloning of Dial Plan Schemas and Schema Groups to the Provider Hierarchy Node
    • Dial Plan Schemas
    • Clone Dial Plan Schemas
    • Site Defaults
    • Run Overbuild
    • Overriding Unified CM Group
    • Dial Plan Schema Group
    • Associate Custom Dial Plan Schema Group
    • Default Dial Plan Schemas
    • Emergency and CLI Settings
    • Default Dial Plan Event Triggers
    • Manual Configuration to Correct Calling Presentation Overwrite on Calls Forwarded to PSTN
    • Global settings
    • Add a SMTP server
    • Email
    • Intra-Site Extension Dialing
    • Multi-Site Customer with ISP Included in SLC
    • Multi-Site Customer with Extension Prefix and no ISP
    • Single Site Customer
    • Customer (Single- or Multi-Site) Without PSTN Prefix
    • Multi-Site Customer with ISP
    • Intra-Site On-Net Call
    • Inter-Site On-Net Call
    • VoIP Trunking On-Net Call
    • Local Gateway (LBO)
    • Aggregation (CBO)
    • VoIP
    • Non-CER Through Aggregation
    • Non-CER Through Local Gateway
    • Cisco Emergency Responder
    • Introduction to PSTN Call Processing and Routing
    • Dial Plan Determination
    • Country Dial Plan Deployment Overview
    • Predefined Country Dial Plans
    • Install Country Dial Plan (.template file)
    • Install Country Dial Plan (.json file)
    • Add a Country Dial Plan to a Dial Plan Before Deploying to a Customer
    • Add a Country Dial Plan to a Deployed Customer Dial Plan
    • Called Party Number As Dialed Feature
    • Plus Number Dialing Customization
    • Correct Device Based Routing Class of Service to Enable Single Number Reach
    • Dial Plans for Caribbean Countries Overview
    • North American Numbering Plan Schema
    • Caribbean Countries Schema (Optional)
    • Country Specific Schema
    • Installing the Dial Plan
    • Local Breakout (LBO) Workflows
    • Calling Search Spaces and Partitions
    • Architecture Primer
    • Directory Numbers Classification
    • Extension Numbers
    • Site Location Codes
    • Full National Number
    • E.164 Number
    • Intersite Prefix
    • PSTN Access Prefix
    • Call Limitations
  • Licensing and Subscriber Data Export Guide
    • What’s New
    • License Count
    • License Counting Details
    • License Audit Report File Details
    • Process Command Details
    • Distributing Licensing Reports
    • Set up a Web Proxy
    • Troubleshooting and Error Handling
    • Introduction
    • Subscriber Data Export Command
    • Scheduling
    • Using the screen command
    • Analogue line MGCP Data Export
    • Analogue Line SCCP Data Export
    • Call Pickup Group Data Export
    • Contact Center Enterprise Data Export
    • Contact Center Express Data Export
    • Customer Data Export
    • Extension Mobility Data Export
    • FMC Data Export
    • Hunt Group Data Export
    • Hybrid Data Export
    • Line Data Export
    • Phones Data Export
    • Site Data Export
    • Subscriber Data Export
    • Webex Teams Data Export
    • Webex Devices Data Export
    • Webex Workspaces Data Export
    • MS Office 365 Data Export
    • MS Office 365 Service Plans
    • MS Teams Data Export
    • MS Exchange Data Export
    • Pexip Data Export
    • VOSS Phone Servers Data Export
    • Network Communications External to the Cluster
  • API Guide
    • API Introduction
    • API System Concepts
    • Hierarchy
    • Basic REST
    • API Traversal
    • Request and Response Patterns
    • General Structure of the API
    • Format
    • Authentication
    • Authorization
    • HTTP Methods
    • PUT Versus PATCH
    • API Parameters
    • Filter Parameters for Choices
    • API Request Headers
    • Login and Authorization Tokens
    • Non-interactive Login
    • Access Profiles
    • Time to Live (TTL)
    • Account Endpoint
    • API Response Overview
    • API Response Header
    • Single Resource Response
    • Resource List Response
    • POST/PUT/DELETE/PATCH Response
    • Asynchronous Mutator Transaction Status Callback
    • Example of an Asynchronous Mutator Transaction with nowait=true
    • Correlation Identifiers
    • Example Of A Simple HTTP Server
    • Developer Guidelines
    • Workflow Tasks
    • Developer Tools
    • Fault Responses
    • Error Messages
    • Introduction to Tool APIs
    • Search and Search Result Export
    • Bulk Load API
    • Move and Bulk Move
    • Data Extract
    • Custom Workflows
    • List Transactions
    • Get Instance Transactions
    • Poll Transactions
    • Replay Transactions
    • Edit and Replay Transactions
    • Sub Transactions
    • Log Transactions
    • Transaction Choices
    • Transaction Filters
    • API Examples Overview and Conventions
    • POST
    • GET
    • PUT
    • DELETE
    • Bulk Load Example
    • Export Example
    • Example Transaction
    • API Backward Compatibility and Import
    • Using the API Reference
    • API Schema
    • Notifications
    • Metadata
    • References
    • Summary Attributes
    • Path
    • Model Type
    • Actions
    • Singleton
    • Choices Generic Action
    • Add Generic Action
    • Bulk Update Generic Action
    • Clone Generic Action
    • Configuration Template Generic Action
    • Create Generic Action
    • Delete Generic Action
    • Execute Generic Action
    • Export Generic Action
    • Export BulkLoad Template Generic Action
    • Field Display Policy Generic Action
    • Help Generic Action
    • List Generic Action
    • Update Generic Action
    • Import
    • Test Connect
    • Apply
    • Assign
    • Do
    • Lock
    • Promote
    • Reset
    • Vendor Config
    • Wipe
    • Update LDAP Authentication
    • Update LDAP System
    • Data
    • Resources
    • Schema
    • Pagination
    • Introduction to Automate OpenAPI Examples
    • GET /tool/Macro
    • Add a standalone Cisco phone
    • Add a Cisco subscriber
    • Reset a CUCM PIN/password and/or CUC PIN
    • Replace a Cisco phone
    • Associate an existing Cisco device or device profile to subscriber
    • Disassociate a Cisco phone from a subscriber
    • Move a Cisco subscriber between sites
    • Modify line data
    • Modify phone data - line recording details
    • Delete a phone
    • Delete a subscriber
  • Language Pack Guide
    • Languages Overview
    • Language Availability and Installation
    • Localization Coverage and Caveats
    • Default Language and User Language
    • Selfservice User Languages
    • Language Customization
    • Installation of New Languages
    • Updates to Languages
  • NBI Technical Description and Deployment Guide
    • Overview
    • Introduction
    • NBI Technical Description
    • Billing Payload Definition
    • Integration Considerations and Message Sequencing
    • Operational Matters and Production Hardening
    • Appendix A: Trigger Events and Tracking Table
    • Appendix B: Billing Payload Definition
    • Appendix C: Alarm Definition
  • NBI Troubleshooting Guide
    • NBI SNMP Traps
  • NBI Install Guide
    • Overview
    • Before You Start
    • Software Details
    • Download the Relevant Files
    • VOSS Automate verification
    • Deploy the new install OVA
    • Install and Configure the NBI Application
    • NBI Checks
  • Open Source License Usage
    • Core Application (Python)
    • Platform (Python)
    • Portal (JavaScript)
    • Self-service (JavaScript)
    • Insights API (JavaScript)
    • Insights - VOSS Sync (JavaScript)
    • VOSS Automate Licensing Service
    • Licenses for Code in Binary Files
    • Open Source Licenses for Release 24.2-PB1
  • Index
  • .rst
  • Index »
  • Core Feature Guide »
  • Customizations

Customizations

Customizations#

  • Introduction to Customizations
  • Global settings
  • Subscriber Profiles
  • Model Filter Criteria
  • Field display policies
  • Configuration Templates
  • Configuration Mapping for Phones, DeviceProfiles, and Lines
  • Dropdown Filters
  • Line Delete Preferences
  • Email

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Introduction to Customizations

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