Automate 25.3 Documentation#

Automate 25.3 delivers significant advancements across multiple categories, including usability, integration, security, and performance. Usability improvements include enhanced search functionality, streamlined role management, and expanded Wingman AI Assistant capabilities, offering administrators better tools for task automation and troubleshooting. Integration updates focus on Microsoft enhancements, such as improved Flow Through Provisioning (FTP), optimized Tenant App Registration, and support for Microsoft Defender use cases. Security enhancements include refined permissions management, improved API logging, and updates to address vulnerabilities. Performance and reliability are bolstered through fixes for sync failures, improved dashboard functionality, and optimized workflows for Webex and Microsoft environments. Additionally, the release resolves numerous defects, ensuring smoother operations across platforms, dashboards, templates, and core functionalities. Full details can be found in the Release Notes.

New Release Information

Release details for Automate 25.3

HTMLDescription
Release Notes for 25.3 (latest) Release Notes provide build details, and a list of all new features, enhancements, and bug fixes in the relevant release. Upgrade notes are included in the release notes, and describe configuration changes that may be required as part of the relevant upgrade.
Automate Compatibility Matrix Application and Automate Adaptation version compatibility, as well as tested browser and VM versions.
Upgrade Guide with ISO and Template Provides the steps to upgrade the Automate system to a major version release, using the ISO.
new_releases Docs: What's New by Guide
new_releases Docs: What's New by Feature
Administration and Use

Guides for deploying, managing, and operating Automate and associated UC apps, using the command line and GUI.

Core Feature Guide Assists administrators with the configuration and management of the system from the Administration GUI.
Platform Guide Describes how the Automate platform supports high-level functions such as: Installation, upgrades; Application and process manipulation; Clustering of multiple nodes with High Availability (HA) and Disaster Recovery (DR) capabilities; Backup creation and restore; Scheduling of tasks; Security implementation and System diagnostic.
Self-service Provides instructions on using the Self-service interface to:
View basic telephone information such as phone numbers and lines; Add, edit or delete personal phones; Manage aspects of a phone's lines such as line label, management of missed calls, visual and audible message waiting indicator (MWI) setting, and ring settings; Configure telephone services such as Voicemail, Do Not Disturb, Call Forwarding and Speed Dial.
Best Practices Guide Provides best practices for critical Automate operations, including:
Web weights; Overload limits (session and throttle limits); Onboarding customers and users; General data sync principles; Sync with Cisco Unified CM Sync, Cisco Unity Connection, LDAP, Webex App, etc.; API Performance; Transaction archiving and Administration portal setup.
Planning and Installation

Guides for installing and upgrading Automate. For Patch Bundle upgrades, also see the Previous Releases.

Automate Compatibility Matrix Application and Automate Adaptation version compatibility, as well as tested browser and VM versions.
Architecture and Hardware Specification Guide Describes best practices on how to deploy Automate as either:
a single node, or a cluster of multiple nodes with High Availability (HA) and Disaster Recovery (DR) qualities.
Install Guide Provides an overview of the deployment of the Automate system on VMware.
Upgrade Guide with ISO Provides the steps to upgrade the Automate system using the ISO.
Upgrade Guide with Delta or Patch Bundle Provides the steps to upgrade the Automate system using a delta bundle or patch bundle.
Health Checks for Cluster Installations Guide Provides a brief checklist for Automate installation, deployment and maintenance.
Advanced Administration

Advanced administration and configuration.

Multi-Cluster Deployments Technical Guide Provides an overview of Automate's current support for multi-cluster customer deployments.
It offers several best practice recommendations pertaining to: Global Directory Search, User Integrations, Day 2 User and Feature Provisioning, Dial Plan Management, Overbuild, etc.
Advanced Configuration Guide Describes specific high level tasks performed by administrators higher than Provider level, for example:
System Monitoring; Login Banners; Business Admin Portal Configuration - for example, which features are exposed in the Business Admin Portal; Feature Package Customization, e.g. Field Display Policies
BulkLoader Provisioning Guide Briefly describes the methods available to bulk load information into Automate:
Automate Administration Tools Menu; Bulk Load Templates; Bulk Loader Template Reference Set
Provider HCS Dial Plan Management Support Guide The main purpose of the Dial Plan Model is to create a pre-integrated baseline configuration of Unified Communications Manager applications.
Describes how the Dial Plan Model can be integrated into the platform and the service provider infrastructure with minimal effort.
The Dial Plan Model configures not only end customer equipment like Unified CM or on-premises routers, but also the interaction with aggregation layers using products such as Cisco Session Management Edition, or Session Border Controller for those functions. The standard configurations are provided, but the service providers must customize parts of the model for a particular environment.
Reference and Miscellaneous Material
API Guide The REST-based API covers all functionality provided by the product and includes a comprehensive JSON-based schema with schema rules, metadata and data that simplifies integration.
API Reference Automate API reference available alphabetically by model name and by model type.
Language Pack Guide Assists administrators with the configuration of language packs.
Outlines the alternative languages on Automate and their use.
When a preferred language is activated, it overrides the default setting and the user is presented with their language choice in both the Administrator and Self-service User Interfaces.
Licensing and Subscriber Data Export Guide Outlines license activation and how licenses are applied.
Named Macro Reference Reference of named macros available.
Open Source License Usage Open source components used by VOSS Solutions in the Automate application.
NBI Guides

You can find the download location of the MOPs and release notes in the Software Details

NBI Technical Description and Deployment Guide Technical specification and deployment guide for the NBI module for Automate
NBI Install Guide Generic installation guide for the NBI module for Automate
NBI Troubleshooting Guide Troubleshooting guide for the NBI module for Automate

General resources, including flowcharts, glossary, Index.

Flowcharts Details

Flowcharts links available in the documentation.

Glossary and Index Details

Glossary and Index in the documentation.

Glossary in Core Feature Guide Commonly used terms and acronyms
Alphabetical Index Features, Flowcharts, CLI commands, Macro function reference

This page provides resources for previous releases of Automate, including release and upgrade information and release Patch Bundle Method of Procedure (MOP) updates. We recommend that you upgrade Automate often to stay current with the latest fixes and enhancements.

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Release & Upgrade Notes for 25.2 Release Notes provide build details, and a list of all new features, enhancements, and bug fixes in the relevant release. Upgrade notes are included in the release notes and describe configuration changes that may be required as part of the relevant upgrade.
Release & Upgrade Notes for 25.1
Release & Upgrade Notes for 24.2-PB1
Release & Upgrade Notes for 24.2
Release & Upgrade Notes for 24.1-PB2
Release & Upgrade Notes for 24.1-PB1
Release & Upgrade Notes for 24.1
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MOP for 24.2-PB1 Install Prior to 24.2-PB2, the Method of Procedure (MOP) document accompanied the Release & Upgrade Notes, providing download and install details specific to the relevant maintenance release. From 24.2-PB2, maintenance release download and install details can be found in the Upgrade Guide with Delta or Patch Bundle, and MOP documents are published on the VOSS client portal (https://voss.portalshape.com) together with the individual patch they refer to (in the same directory, for example, Downloads > VOSS Automate > 24.2 > Patches > [patch name]). These are patches that may be delivered between (major or maintenance) releases. The MOP accompanying a patch provides download and install details specific to the patch.
MOP for 24.1-PB2 Install
MOP for 24.1-PB1 Install

2025-12-03T05:46:39.%fZ