Microsoft Quick Start Guide for Automate#

Overview#

This quick start will guide you through the steps for setting up VOSS Automate for Microsoft.

The flowchart provides a high-level overview:

@startuml 'Microsoft Quick Start Guide Flowchart !include style.iuml start :[[../src/user/microsoft-quick-start.html#step-1-microsoft-uc-application-setup Microsoft UC Application Setup]]; :[[../src/user/microsoft-quick-start.html#step-2-configure-voss-automate-for-microsoft-services Configure VOSS Automate for Microsoft Services]]; :[[../src/user/microsoft-quick-start.html#step-3-sync-microsoft-users-to-sites Sync Users to Sites]]; @enduml

Related Topics

Step 1: Microsoft UC Application Setup#

For details, see Microsoft UC Application Setup

@startuml 'Microsoft UC Application Setup Flowchart !include style.iuml start :[[../src/user/ms-shared-central-app-registration.html Configure shared central app registration]]; :[[../src/user/pshell-proxy-setup-script.html Run the PowerShell proxy server setup script]]; :[[../src/user/test-tenant-connection.html Test the PowerShell proxy connection to the tenant]]; stop @enduml

Step 2: Configure Automate for Microsoft Services#

For details, see Configure Automate for Microsoft services

@startuml 'Configure VOSS Automate for Microsoft Services Flowchart !include style.iuml start :[[../src/user/concepts-hierarchy.html Configure the hierarchy]]; :[[../src/user/concepts-global-settings.html Configure Global Settings]]; :[[../src/user/concepts-role-based-access.html Configure Role Based Access Controls]]; :[[../src/user/concepts-SMTP-server.html Configure SMTP server]]; :[[../src/user/microsoft/voss-msft-conn-params.html Configure MS Tenant Connection Parameters]]; :[[../src/user/concepts-network-device-list.html Configure Network Device Lists (NDL)]]; if (Using Flow-through?) then (NO) :Sync; -> Customer level; fork :[[../src/user/ms-tenant-dialplan.html Tenant Dialplan]]; stop fork again :[[../src/user/ms-teams-policies.html Policies]]; stop fork again :[[../src/user/concepts-ms-licenses.html Licenses]]; stop fork again :MS Users; end fork else (YES) :[[../src/user/sync-ms-users-to-sites.html#sync-to-site-with-flow-through-provisioning Sync to site with flow through]]; stop endif :[[../src/user/sync-ms-users-to-sites.html#sync-to-customer-then-to-site Sync to customer, then to site]]; @enduml

Step 3: Sync Microsoft Users to Sites#

For details, see Sync Microsoft users to sites

You can choose to either directly sync in the tenant dialplan, policies, licenses and Microsoft users to the customer, or configure sync with flow through provisioning before syncing in Microsoft data and users:

Sync to customer, then to sites

@startuml 'Sync to customer, then to sites Flowchart !include style.iuml start note right: Prerequisite: MS users synced to customer :[[../src/user/concepts-model-filter-criteria.html Configure Model Filter Criteria]]; :[[../src/user/site-defaults.html Configure Site Defaults]]; :[[../src/user/quick-add-subscriber-groups.html Configure Quick Add Group]]; :[[../src/user/concepts-subscriber-profiles.html User profiles]]; if (MS enterprise voice?) then (yes) :[[../src/user/intro-to-number-management.html Number Inventory for Site]]; else (no) endif -> Move users to site; fork -> batch; :[[../src/user/concepts-overbuild-msft-management.html Overbuild for Microsoft]]; fork again -> single; :[[../src/user/qas-for-ms-users.html Microsoft Quick User]]; end fork :[[../src/user/ms-subscribers.html Microsoft users]]; @enduml

Sync to site with flow through provisioning

@startuml 'Sync with Flow Through Flowchart !include style.iuml start note right Prerequisite: VOSS Automate configured for MS services end note :[[../src/user/concepts-model-filter-criteria.html Configure Model Filter Criteria]]; :[[../src/user/site-defaults.html Configure Site Defaults]]; :[[../src/user/quick-add-subscriber-groups.html Configure Quick Add Group]]; :[[../src/user/concepts-subscriber-profiles.html User profiles]]; :[[../src/user/flow-through-provisioning.html Configure Flow Through Provisioning Criteria]]; :[[../src/user/concepts-global-settings.html Configure Global Settings]]; :Sync; fork -> Customer level; :[[../src/user/ms-tenant-dialplan.html Tenant Dialplan]]; fork again -> Customer level; :[[../src/user/ms-teams-policies.html Policies]]; fork again -> Customer level; :[[../src/user/concepts-ms-licenses.html Licenses]]; fork again -> Site level; :[[../src/user/ms-subscribers.html Microsoft users]]; note right: Flow Through end fork end @enduml