Top-down user management

A top-down approach to user management means users and lines are configured on Automate and pushed into Cisco UCM. Users may be added via LDAP sync, the Admin Portal, or bulk loading. When users are pushed to UCM the user’s primary extension is created, and when a phone is self-provisioned for the user, the phone is automatically moved to the user’s site.

Use either of the following methods to configure the user in Automate:

• Generate the user’s primary line and self-service ID using a line mask, universal line template, and a user profile at the site level.

• Set the self-service ID per user using Quick user.

Note

You can associate multiple devices (Jabber, iPhone, iPad, 78xx series IP phones, and 88xx series IP phones) to a single subscriber via Automate’s user management. This cannot be done through Quick user (QAS) as the default 9971 is added through QAS.

Using a combination of the methods above is possible but is not recommended. For example, you can enable the line mask at the site and use Quick user to set the primary line for some users while not setting it for others. When the line mask is applied, it first checks to see if a primary extension is already assigned to the user (perhaps via Quick user). If a primary extension is already assigned, the line mask is not applied.