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VOSS Automate 25.1 - Home
  • Automate
  • Release Notes for VOSS Automate 25.1
  • Compatibility Matrix
  • Core Feature Guide
    • What’s New
    • Introduction
      • Welcome to Automate
      • Manage your Automate product license
      • Log in
      • Role-based dashboards and menus
      • Guide to the Admin Portal user interface
      • Manage items
      • Working with lists
      • Use the Action search to navigate Automate
      • Search in Automate
      • Searchable fields
      • Case-insensitive search fields
      • Wingman
    • Quick Start Guides
      • Customer Onboarding Quick Start Guide (Multiple Vendors)
      • Microsoft Quick Start Guide for 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)
      • UCM 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
      • Introduction to Insights monitoring
      • Arbitrators
      • Onboard Assets
      • Offboard Assets
      • Add a SMTP server
      • Introduction to VOSS Phone Server
      • Managing VOSS Phone Servers
      • Add phone types
      • Introduction to conferencing
      • Conference workflows
      • Add a Pexip Server
      • AudioCodes Devices
    • Cisco Apps Management
      • Cisco UCM configuration
      • Cisco UCM servers
      • Headset Enablement
      • Add Cisco UCM group
      • Clone an instance of a Cisco UCM device model
      • Multi-cluster or single cluster configurations
      • Date time groups
      • Time periods
      • Time schedules
      • Locations
      • Configure Regions
      • Device pools
      • SIP profiles
      • SIP trunk security profiles
      • SIP trunks
      • Route groups
      • Route lists
      • Cisco UCM translation patterns
      • Calling party transformation patterns
      • Configure called party transformation patterns
      • Cisco UCM 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 UCM Music on Hold (MOH) file management
      • Introduction to Forced Authorization Codes (FAC)
      • Using Device Models to Manage FAC
      • Using Automate to manage FAC
      • Customize Authorization Levels
      • Customize Help
      • Servers (CUC)
      • Schedules
      • Voice mail services
      • Associate or disassociate voice mail services to a customer
      • Pilot numbers
      • Associate or disassociate pilot number and site
      • Call Handler
      • Add 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
      • Introduction to Contact Center Service
      • Configure Contact Center Server Using CUCM
      • Built-in-bridge
      • Add a Contact Center server
      • Edit or delete Contact Center servers
      • Add a Contact Center service
      • Edit or 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
      • Add an IOS Device
      • Analog gateways
      • Add a port to an analog gateway
      • SIP Gateway Port
      • Quick Add SIP Gateway
      • SIP Local Gateway
      • IOS Gateway Manual Configuration
      • Configure Intelligent Proximity for Mobile Voice in Automate
      • Introduction to UC Prep
      • UCPrep Profiles
      • UCPrep Profile Push
      • Introduction to load balancing
      • Load balancing using site default device pool
      • Associate a UCM group to a device pool
    • Microsoft Apps Management
      • Microsoft Quick Start Guide for Automate
      • Introduction to Microsoft UC integration
      • Microsoft UC Application Setup
      • Shared central 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
      • Microsoft License Management and Alerting
    • LDAP Management
      • LDAP Server
      • LDAP user sync
      • LDAP Schedule
      • LDAP Custom Role Mappings
      • LDAP Authentication in Automate
      • Configure LDAP authentication-only (standalone)
      • View and update LDAP authentication users
      • Run CUCM LDAP directory sync
      • Write-back to Active Directory LDAP
    • Entitlement
      • Introduction to entitlement
      • Entitlement enforcement
      • Add a Device Type
      • Add device group
      • Entitlement catalogs
      • Entitlement profiles
    • User Management
      • Introduction to user management
      • View users
      • Add admin user
      • 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 users
      • Enable multi vendor users
      • Role-based access for multi vendor users
      • Introduction to Cisco-Microsoft hybrid
      • Hybrid Cisco-Microsoft management
      • Hybrid service definitions
      • Move user & services
      • Introduction to user syncs
      • User sync source
      • User field mapping
      • Authentication and passwords in user syncs
      • Sync or purge LDAP users
      • Re-provision synced LDAP users
      • Sync CUCM users, lines, and phones
      • LDAP sync actions
      • Purge a CUCM user from 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 user
      • 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
      • Push users to Cisco UCM
      • Automatically move users synced from CUCM
      • Move users
      • Site-to-site user move Transaction Log errors
      • Convert user type CUCM-LDAP to CUCM Local
      • Manage duplicate usernames
      • Manage local administrators and operators
      • Session Timeout Rules
      • Timeout Limit Notifications
      • Manage Passwords
      • Passwords and manually added users
      • Force a user to change their password
      • Force administrators to change their password
      • Change your own password
      • Unlock a locked user account
      • Unlock a locked admin account
      • Manually disable a user account
      • Manually disable an admin 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
      • Introduction to Automate Dashboards
      • Manage dashboards and widgets
      • Chart widgets
      • Counter 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
      • Automate cookie policy
    • Customizations
      • Introduction to Customizations
      • Global settings
      • User profiles
      • Model Filter Criteria
      • Field display policies
      • Configuration templates
      • Configuration mapping for phones, device profiles, and lines
      • Drop-down filters
      • Line delete preferences
      • Email
      • Quick add groups
    • Flow Through Provisioning Configuration
      • Configure flow through provisioning
    • Cisco Dial Plan Management
      • Introduction to Cisco HCS dial plan
      • Dial plan roles and privileges
      • HCS dial plan macros in Automate
      • Customer dial plan
      • Site dial plans
      • Line classes of service
      • Short codes
      • 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
      • Number status and usage
      • Number range management
      • Number cooling
      • Number reservation
      • Reserve numbers for a user
      • Audit the 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
      • Add or delete a Unity Tenant
      • Integration Log
    • Cisco User Management
      • Cisco Quick User
      • Onboard user
      • Cisco UCM users
      • Move user
      • Phones
      • Headsets
      • Phone Status Export
      • Smart add phone
      • Line Search
      • Lines
      • Intercom Lines
      • Agent Lines
      • Voicemail
      • Extension mobility
      • Single number reach
      • Add controlled device to Cisco user
      • Move Phones
      • Moving phones from site to site
      • Replace phone
      • Reset-Restart Site Phones
      • EM Login/Logout
      • VOSS phones
      • Class of Service (User)
      • Reset UC Passwords
      • Pexip Conference Users
      • Reassign user services
      • PLAR (Hotdial)
      • Hunt groups
      • Call Pickup Groups
      • Provision the extension mobility service
      • Provision the Voice Service
      • Provision the Voicemail Service
      • Provision the Pexip Conference service
      • Provision the Jabber or dual mode device service
      • Contact Center
    • Cisco Webex App
      • Introduction to Cisco Webex App
      • Webex Application Access
      • Webex location node mapping
      • Webex App licenses
      • Webex bulk actions
      • Webex locations
      • Workspaces
      • Webex App users
      • Webex Quick Add User
      • Bulk update Webex App users
      • Webex devices
      • Workspace call settings
      • Workspace locations
      • Webex schedules
      • Quick Add Device
      • Replace device
      • Reset devices to baseline
      • Device configuration profiles
      • Webex App manual steps
      • Test device configuration profile rendering
      • Webex App hunt groups
      • Webex App call park
      • Webex App auto attendants
      • Webex App call pickup
    • Cisco Webex Contact Center
      • Introduction to Webex Contact Center
      • Webex Contact Center sync
      • Webex Contact Center customer experience
      • Webex Contact Center User Management
      • Webex Contact Center Desktop Experience
      • Webex Contact Center Advanced
    • Microsoft User Management
      • Introduction to Microsoft onboarding and offboarding
      • Configure Automate for Microsoft Services
      • Microsoft Quick User
      • Microsoft users
      • Move Microsoft user and services
      • MS Teams CSOL Users
      • User Calling Settings
      • User voice mail settings
      • Offboard user (Microsoft)
      • Microsoft Licenses
      • External Access for MS Teams
      • Groups
      • Teams
      • Manage group membership
      • MS Teams Templates
      • Resource Accounts
      • Call Queues
      • Auto attendants
      • Holidays
      • Microsoft Exchange
      • User staging
      • MS Blocked Calling Numbers
    • MS Operator Connect Management
      • Microsoft Operator Connect management in 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
      • Manage certificates 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 filters
      • Allowlists and denylists
      • View List of Device Models
      • Create a Custom Data Sync
      • Cisco UCM change notification alerts
      • Introduction to Change Notification Sync
      • Enabling / Disabling CNF Syncs for a CUCM cluster
      • Automate change notification
      • 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, user, and Quick Add User for shared line across sites
      • Hunt groups and call pickup groups for shared line across sites
      • Site short codes
      • Handling voicemail 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
      • Configure Cisco UCM for AutoRegistration and PBR
      • 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
    • Automate deployment topologies
    • Automate hardware specifications
    • Scale and performance
  • Installation Guide
    • Overview
    • File transfer protocol and commands
    • Clustering commands
    • Geo-redundancy/redundancy and disaster recovery
    • Using the screen command
    • Automate deployment topologies
    • Multi data center deployments
    • Clustering
    • Network communications between nodes within the cluster
    • Network communications external to the cluster
    • Network Docker Container Range
    • Backup size considerations
    • Automate hardware specifications
    • Installation overview
    • Create a new VM using the platform-install OVA
    • Inspect the logs to troubleshoot installation
    • 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
    • What’s New
    • Before upgrading
    • Upgrade and data migration
    • Using the screen command
    • Automate hardware specifications
    • Upgrade Automate
  • Upgrade Guide with Delta or Patch Bundle
    • Upgrade Path and Dependencies
    • Delta Bundle Overview
    • Important Information
    • Download Location
    • Delta Bundle Upgrade
    • Post-install 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
    • What’s New
    • High-level Functions
    • Overview
    • CLI Commands
    • Clustering 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
    • Introduction to system security
    • 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
    • What’s New
    • Use the Action search to navigate Automate
    • Automate deployment topologies
    • Overview
    • Active-Active web weights
    • Active-StandBy web weights
    • Session limits
    • Throttle limits
    • Configurable number of queue processes
    • Planning guidelines for onboarding and ongoing operations
    • Add Automate over an existing Webex organization with configuration already in place
    • Sync overview
    • Data sync types
    • Scheduling syncs
    • Cisco UCM sync
    • Update sync operations
    • Staggering CNF syncs across customers
    • Recommended Cisco UCM sync setups
    • CUC sync
    • LDAP sync
    • Cisco Webex App sync
    • Microsoft syncs
    • Configure Microsoft tenant connection parameters
    • 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
    • Use the Action search to navigate Automate
    • 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
    • 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
    • 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 user provisioning workflow structure
    • User 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
    • User - site defaults
    • Quick user (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
    • Use the Action search to navigate Automate
    • 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
    • Use the Action search to navigate Automate
    • Telephony, design, and HCS dial plan overview
    • Introduction to the dial plan model in Automate
    • Dial plan roles and privileges
    • Customer dial plan
    • Site dial plans
    • Line classes of service
    • Short codes
    • Directory number routing
    • Customers
    • Introduction to number management in Automate
    • Number inventory
    • View number details and usage
    • E164 numbers in the number inventory
    • Number status and usage
    • Number range management
    • Number cooling
    • Number reservation
    • Number inventory alerting
    • Audit the 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
    • Manually configure local breakout support
    • Voice mail services
    • Associate or disassociate voice mail services to a customer
    • Pilot numbers
    • Creating DDIs for voice mail pilot numbers
    • Associate or disassociate pilot number and site
    • Add aggregation trunk and route group and associate to existing route list and SLRG
    • SIP profiles
    • SIP profile configuration
    • SIP trunk security profiles
    • SIP trunk security profile configuration
    • SIP trunks
    • SIP route patterns
    • Route groups
    • Route lists
    • Date time groups
    • Locations
    • Device pools
    • Call Manager 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 Cisco UCM device model
    • Introduction to load balancing
    • Load balancing using site default device pool
    • Associate a UCM 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, user, and Quick Add User for shared line across sites
    • Hunt groups and call pickup groups for shared line across sites
    • Site short codes
    • Handling voicemail to secondary shared lines
    • Configure shared line across sites
    • Configure tail end hop off
    • HCS dial plan macros in 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 Cisco UCM 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 CoS to enable SNR
    • 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 25.1
  • Index
  • .rst
  • Index »
  • Core Feature Guide »
  • Entitlement

Entitlement

Entitlement#

  • Introduction to entitlement
  • Entitlement enforcement
  • Add a Device Type
  • Add device group
  • Entitlement catalogs
  • Entitlement profiles

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Introduction to entitlement

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