Move Microsoft user and services#

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Overview#

Automate allows you to move a non-hybrid, Microsoft-only user from one site to another site, with their services, and a new line is assigned.

You can do this in two ways:

  • Use the Move User & Services page in the Admin Portal

  • Use flow through provisioning along with a manual or scheduled sync to update a user in Automate that has been updated on the Microsoft cloud.

The following number types are supported for moving a Microsoft-only user site-to-site:

  • Direct routing

  • Operator Connect

  • Calling plan

  • Teams Phone Mobile

The table describes how Automate processes various workflow elements in Microsoft-only user move:

Element

Description

Lines

The line is moved along with the user.

If the number is shared, the “shared line policy” is removed prior to the move and re-assigned after the move.

Policies

Any policies previously assigned to the user that are not overwritten by the new site, remain unchanged.

Licensing

Licensing and usage location remain unchanged. If the user licenses don’t match the supported new number type, a system message warns you that the user can’t be moved.

Enterprise Voice

If Enterprise Voice is enabled at the source site and the target site is non-Enterprise Voice enabled, then Enterprise Voice is also disabled for the moved user at the target site.

Failure handling

If the target site does not support the move, the transaction fails with a descriptive error message.

Manually move a Microsoft user#

This procedure manually moves a Microsoft user from one site to another site, with their existing or new services, and a new line.

Prerequisites:

  • Ensure you have available lines at the target site. In this case, available lines for Microsoft users.

  • If you want to apply settings for the target site via a user profile, ensure the user profile is correctly configured for the services the user requires at the target site.

Move the user:

  1. In the Admin Portal, go to Move User & Services.

  2. Select a username to populate the page with the user’s details and existing services.

  3. Select a “move to” hierarchy. Existing services populate on the page.

  4. Optionally, select a user profile. The read-only New Services fields update with the services assigned via the user profile.

    Note

    Values you select in the fields on the Move User & Services page override any settings updated by the user profile settings (if you selected a user profile).

    Using a user profile to move the user allows you to apply the relevant Quick Add Group, policies, and configuration templates to update the user at their new location.

    If you don’t select a user profile, the user moves with their current settings, except for the line, since Automate either assigns the next available line at the new site, or you can choose a new line for the target site.

  5. Optionally (valid for direct routing only), select a tenant dial plan, calling line identity, and an online voice routing policy.

    Note

    Values you select for these fields override values from the user profile for the new services.

  6. At Line Configuration, select New Line, then, at Line URI, select the line. The Microsoft Line field at New Services updates with the new line. The internal number inventory is updated.

    Note

    The Line URI drop-down displays available lines for Microsoft users. No additional filtering is applied.

  7. Save your changes to move the user with their new services.

Related topics

Move Microsoft user using flow-through provisioning#

This procedure automatically moves an existing and already provisioned Microsoft user from one site to another site (the target site), with their existing or updated services (based on the user profile), and including a new number (line) at their new location.

Note

This scenario assumes the user’s location (for example, their city or other geographic location) has been updated on the Microsoft Cloud portal (Microsoft 365 admin center) and you want to sync in this user to Automate and automatically update their location and services for the site they’re moving to.

  1. Configure model filter criteria for the Msoluser (Microsoft online user) for the target geographic location move.

  2. Configure the site defaults.

    Go to Defaults for the site. Verify the required model filter criteria is selected in the Move Filter Criteria pane (at the MS 365 User Model Filter Criteria drop-down).

  3. Configure Global Settings.

    • Go to Global Settings, and select the Flow Through Provisioning tab/panel.

    • Set Enable Move & Provisioning after Update Sync to Yes (enabled) to allow the user to be provisioned and moved following a data sync.

    • Optionally, select an option at Flow Through Provisioning Criteria for the flow through provisioning criteria set up to move the user/users to their new location.

  4. Sync in the user:

    • Execute manual sync:

      In the Automate Admin Portal, go to the Microsoft Tenant list view, and open the configuration page for the relevant tenant. From the overflow menu, select Sync New Users.

    • Wait for scheduled sync:

      You can sync in and move the user via the automatic, scheduled sync (and not manually via Sync New Users in the tenant settings).

    When the sync runs (manual or scheduled sync), Automate syncs in the user, moves that user to the target site with their new services (line, policies) from the user profile. If the user profile is set up to send the user a welcome email, the user receives an email with their new location and service details.

Related topics