What’s New by Document#

Core Feature Guide: Release 25.3#

  • EKB-17419: Support contains filtering for drop down across entire data set. See: Search in Automate

    Added details for new “Contains” search and paginated scrolling in drop-downs.

  • EKB-20180: Add the ability to navigate to related entities from dropdowns. See: Guide to the Admin Portal user interface

    Details added for ability to click a link at a drop-down to go to a related entity.

  • EKB-20180: Add the ability to navigate to related entities from dropdowns. See: Quick Add Groups

    Details added for ability to click a link at a drop-down to go to a related entity.

  • EKB-21907: Show “Licensed Applications” on License page. See: Manage your Automate product license

    Added details on the Licensed Applications list on the About page.

  • EKB-22640: Model Instance Filter (MIF) for Teams user inconsistent. See: Model instance filters

    Added note clarifying post-filtering behavior when using “in” with UserPrincipalName and other CsOnlineUser filters during sync.

  • EKB-22640: Model Instance Filter (MIF) for Teams user inconsistent. See: Configure Automate for Microsoft services

    Added note clarifying post-filtering behavior when using “in” with UserPrincipalName and other CsOnlineUser filters during sync.

  • EKB-22640: Model Instance Filter (MIF) for Teams user inconsistent. See: Microsoft tenant setup

    Added note clarifying post-filtering behavior when using “in” with UserPrincipalName and other CsOnlineUser filters during sync.

  • EKB-24170: Improve Action Search list details. See: Use the Action search to navigate Automate

    Updated Action search topic with improvements, specifically, matching of queries, and ability to sort, filter, and clear results.

  • EKB-24268: Change External Breakout field to not required in Customer Dial Plan. See: Customer HCS Dial Plan

    Updated HCS Customer Dial Plan topic to make to note that Default External Breakout Number is now optional.

  • EKB-24855: Support for scheduled dashboard data exports / delivery. See: Manage dashboards and widgets

    Added details on the new dashboard export and scheduled export functionality.

  • EKB-25420: Allow creation of Webex Workspaces for phones or conference devices. See: Webex Workspaces

    Updated “Add workspaces” to allow adding MPP phones or collaboration devices.

  • EKB-25422: Set default values for lineType and lineWeight when adding a line to a Webex device. See: Webex devices

    Added details on the default values applied when adding additional lines to a Webex-supported device.

  • EKB-25437: Webex activation code cleanup fails. See: Webex Workspaces

    Added a note on enabling “Activation Code refresh” for Webex workspace on selected customers.

  • EKB-25699: Unreserve numbers does not clear Reservation Notes. See: Number reservation

    Docs updated for reservation notes field that is automatically cleared when unreserving a number.

  • EKB-25719: Support for custom Reporter Resource fields. See: Manage dashboards and widgets

    Added notes on the custom creation of calculated fields for a reporter resource.

  • EKB-25719: Support for custom Reporter Resource fields. See: Introduction to Automate dashboards

    Added notes on the custom creation of calculated fields for a reporter resource.

  • EKB-25937: Enhance Number Inventory Audit to change numbers from Cooling or Reserved to Used status if they are used. See: Number inventory audit

    Updated topic Number inventory audit to include numbers in Cooling or Reserved status.

  • EKB-25958: view/HcsDeleteSiteVIEW does not include option to delete data from Webex. See: Delete a hierarchy

    Updated hierarchy delete topic to add an option for the ability to delete data from Webex.

  • EKB-26144: Enhance ModelFilterCriteria with hierarchy per criteria and overbuild usage. See: Model filter criteria

    Added details on the Model Filter Criteria for Overbuild setting to allow Target Hierarchy.

  • EKB-26319: Cisco Device Mobility: IPv4 Subnet and IPv6 Subnet should not both be mandatory. See: Device Mobility Info

    Updated the Device Mobility Info topic for non-mandatory Ipv4 and Ipv6 fields.

  • EKB-26335: Webex: Import of numbers does not work when Control Hub has “Webex Calling - Workspaces” license and not “Webex Calling - Professional”. See: Introduction to Cisco Webex App

    Added details for macro that runs a dual check for two license types in syncs and provisioning workflows for Webex.

  • EKB-26403: In a Chart widget, add min/max for yAxis. See: Chart widgets

    Added information on the min/max configuration for the chart widget y axis

  • EKB-26436: “Next Available Line” should look local first, before looking up. See: Manage number filters

    “Use next available line” prioritizes numbers at the current site before checking higher levels of the hierarchy for available numbers.

  • EKB-26436: “Next Available Line” should look local first, before looking up. See: Onboard user (Cisco)

    “Use next available line” prioritizes numbers at the current site before checking higher levels of the hierarchy for available numbers.

  • EKB-26436: “Next Available Line” should look local first, before looking up. See: Microsoft Quick User

    “Use next available line” prioritizes numbers at the current site before checking higher levels of the hierarchy for available numbers.

  • EKB-26436: “Next Available Line” should look local first, before looking up. See: Cisco Quick User

    “Use next available line” prioritizes numbers at the current site before checking higher levels of the hierarchy for available numbers.

  • EKB-26436: “Next Available Line” should look local first, before looking up. See: Webex Quick User

    “Use next available line” prioritizes numbers at the current site before checking higher levels of the hierarchy for available numbers.

  • EKB-26946: Adds a new permission, “Export Dashboard Data”, to grant permissions to admins to export dashboard data. See: Access profile permissions and operations

    Added details on the Export Dashboard Data permission.

  • VOSS-1464: System User Audit and cleanup process. See: Settings

    Added details on the new user audit feature

  • VOSS-1507: (EKB-26263: Update Labels in Overbuild and Overbuild Overview to more accurately reflect the target models and add Defender models). See: Overbuild for Cisco

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: (EKB-24159: Create new Global settings for enabled services). See: Global settings

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: (EKB-26263: Update Labels in Overbuild and Overbuild Overview to more accurately reflect the target models and add Defender models). See: Model filter criteria

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: (EKB-26343: Add move support directly on data/ModelFilterCriteria). See: Model filter criteria

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: (EKB-25879: Create an Overbuild tool for moving Defender device models). See: Overbuild for Microsoft

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: Microsoft Defender for Office & Endpoint. See: Microsoft tenant setup

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: Microsoft Defender for Office & Endpoint. See: Microsoft Defender for Endpoint security management and policies

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: Microsoft Defender for Office & Endpoint. See: Microsoft Defender for Office security management and policies

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: Microsoft Defender for Office & Endpoint. See: Microsoft Defender setup, sync and overbuild

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: (EKB-25879: Create an Overbuild tool for moving Defender device models). See: Run overbuild

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1536: Support for Webex Insights dashboards on VOSS Platform. See: Webex Calls

    Webex content updated for the new Webex Insights dashboards.

  • VOSS-1536: Support for Webex Insights dashboards on VOSS Platform. See: Webex Meeting Qualities

    Webex content updated for the new Webex Insights dashboards.

  • VOSS-1536: Support for Webex Insights dashboards on VOSS Platform. See: Webex Meetings

    Webex content updated for the new Webex Insights dashboards.

  • VOSS-1537: Extend Wingman AI assistant capabilities. See: Wingman

    Added details on the new Wingman Enhancements.

  • VOSS-1540: Support for Digital Experience dashboards on VOSS Platform. See: Insights Assurance Arbitrators

    Added details on the DEM dashboards available for Microsoft Insights

  • VOSS-1540: Support for Digital Experience dashboards on VOSS Platform. See: Introduction to Microsoft Insights

    Added details on the DEM dashboards available for Microsoft Insights

  • VOSS-1545: Configurable Microsoft Sync. See: Global settings

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1545: Configurable Microsoft Sync. See: Datasync Builder

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1545: Configurable Microsoft Sync. See: Datasync builder templates

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1545: Configurable Microsoft Sync. See: Datasync profiles

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1545: Configurable Microsoft Sync. See: Microsoft tenant setup

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1559: User based segmentation for Microsoft Teams call data. See: Insights Assurance Arbitrators

    Updated the docs for user hierarchy details now added to call records in Arbitrator and for syncs to push user hierarchies to Arbitrator call records.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Global settings

    Changes when adding and editing a Microsoft tenant.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Datasync Builder

    Changes when adding and editing a Microsoft tenant.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Datasync builder templates

    Changes when adding and editing a Microsoft tenant.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Datasync profiles

    Changes when adding and editing a Microsoft tenant.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Microsoft tenant setup

    Changes when adding and editing a Microsoft tenant.

  • VOSS-1571: Finalize setup and experience of core framework for Insights only mode. See: Role-based dashboards and menus

    Updated role-based dashboards topic for the Insights Admin role.

  • VOSS-1575: Role Management System Optimization. See: Introduction to role-based access control

    Role Based Access docs updated for deprecation of automatically cloned roles, simpler way of adding and assigning shipped roles directly without cloning across hierarchies, and that roles are now all managed via the data/Role model.

  • VOSS-1575: Role Management System Optimization. See: Customers

    Role Based Access docs updated for deprecation of automatically cloned roles, simpler way of adding and assigning shipped roles directly without cloning across hierarchies, and that roles are now all managed via the data/Role model.

  • VOSS-1575: Role Management System Optimization. See: Add a provider

    Role Based Access docs updated for deprecation of automatically cloned roles, simpler way of adding and assigning shipped roles directly without cloning across hierarchies, and that roles are now all managed via the data/Role model.

  • VOSS-1575: Role Management System Optimization. See: Resellers

    Role Based Access docs updated for deprecation of automatically cloned roles, simpler way of adding and assigning shipped roles directly without cloning across hierarchies, and that roles are now all managed via the data/Role model.

  • VOSS-1575: Role Management System Optimization. See: Sites

    Role Based Access docs updated for deprecation of automatically cloned roles, simpler way of adding and assigning shipped roles directly without cloning across hierarchies, and that roles are now all managed via the data/Role model.

  • VOSS-1575: Role Management System Optimization. See: Role Management

    Role Based Access docs updated for deprecation of automatically cloned roles, simpler way of adding and assigning shipped roles directly without cloning across hierarchies, and that roles are now all managed via the data/Role model.

  • VOSS-1590: Microsoft: Enhance update sync FTP/Move via Data Sync and Manual Move (Move User). See: Global settings

    Docs updated for flow through provisioning update sync for MS user moves, line configuration changes on MS move user and services, and global settings (FTP).

  • VOSS-1590: Microsoft: Enhance update sync FTP/Move via Data Sync and Manual Move (Move User). See: Flow through provisioning (FTP)

    Docs updated for flow through provisioning update sync for MS user moves, line configuration changes on MS move user and services, and global settings (FTP).

  • VOSS-1590: Microsoft: Enhance update sync FTP/Move via Data Sync and Manual Move (Move User). See: Microsoft - Move user & services

    Docs updated for flow through provisioning update sync for MS user moves, line configuration changes on MS move user and services, and global settings (FTP).

Installation Guide: Release 25.3#

  • VOSS-1563: Support across the product suite for alternative virtualization/hypervisor solution for on-prem deployments. See: Supported virtualization and hypervisor platforms

    Added details on the new virtual machine platform support in Automate: Hyper-V and Nutanix

Platform Guide: Release 25.3#

  • EKB-25384: Add a check into “cluster check” for open NRS sessions. See: Cluster Check

    Added details on the nrs option for the “cluster check” command.

  • EKB-26046: SDE: Add Phone number for Webex Workspaces. See: Webex Devices Data Export

    Webex Workspaces data export now also includes phone number and extension.

  • EKB-26046: SDE: Add Phone number for Webex Workspaces. See: Webex Workspaces Data Export

    Webex Workspaces data export now also includes phone number and extension.

  • VOSS-1559: User based segmentation for Microsoft Teams call data. See: Insights Analytics

    Updated the docs for user hierarchy details now added to call records in Arbitrator and for syncs to push user hierarchies to Arbitrator call records.

Best Practices Guide: Release 25.3#

  • EKB-22640: Model Instance Filter (MIF) for Teams user inconsistent. See: Microsoft tenant setup

    Added note clarifying post-filtering behavior when using “in” with UserPrincipalName and other CsOnlineUser filters during sync.

  • EKB-24170: Improve Action Search list details. See: Use the Action search to navigate Automate

    Updated Action search topic with improvements, specifically, matching of queries, and ability to sort, filter, and clear results.

  • VOSS-1507: Microsoft Defender for Office & Endpoint. See: Microsoft tenant setup

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1545: Configurable Microsoft Sync. See: Microsoft tenant setup

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Microsoft tenant setup

    Changes when adding and editing a Microsoft tenant.

Advanced Configuration Guide: Release 25.3#

  • EKB-24170: Improve Action Search list details. See: Use the Action search to navigate Automate

    Updated Action search topic with improvements, specifically, matching of queries, and ability to sort, filter, and clear results.

  • EKB-26195: Macro query using wildcard (*) should return all fields as well as __pkid. See: SELECT FROM WHERE macro syntax

    Updated macro syntax docs to describe the use of wildcards with _pkid in a macro query to return instances with their unique ID.

  • EKB-26195: Macro query using wildcard (*) should return all fields as well as __pkid. See: Dot notation

    Updated macro syntax docs to describe the use of wildcards with _pkid in a macro query to return instances with their unique ID.

  • VOSS-1464: System User Audit and cleanup process. See: Settings

    Added details on the new user audit feature

  • VOSS-1507: (EKB-24159: Create new Global settings for enabled services). See: Global settings

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1545: Configurable Microsoft Sync. See: Global settings

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Global settings

    Changes when adding and editing a Microsoft tenant.

  • VOSS-1590: Microsoft: Enhance update sync FTP/Move via Data Sync and Manual Move (Move User). See: Global settings

    Docs updated for flow through provisioning update sync for MS user moves, line configuration changes on MS move user and services, and global settings (FTP).

BulkLoader Provisioning Guide: Release 25.3#

  • EKB-24170: Improve Action Search list details. See: Use the Action search to navigate Automate

    Updated Action search topic with improvements, specifically, matching of queries, and ability to sort, filter, and clear results.

Provider HCS Dial Plan Management Support Guide: Release 25.3#

  • EKB-24170: Improve Action Search list details. See: Use the Action search to navigate Automate

    Updated Action search topic with improvements, specifically, matching of queries, and ability to sort, filter, and clear results.

  • EKB-24268: Change External Breakout field to not required in Customer Dial Plan. See: Customer HCS Dial Plan

    Updated HCS Customer Dial Plan topic to make to note that Default External Breakout Number is now optional.

  • EKB-25699: Unreserve numbers does not clear Reservation Notes. See: Number reservation

    Docs updated for reservation notes field that is automatically cleared when unreserving a number.

  • EKB-25937: Enhance Number Inventory Audit to change numbers from Cooling or Reserved to Used status if they are used. See: Number inventory audit

    Updated topic Number inventory audit to include numbers in Cooling or Reserved status.

  • VOSS-1507: (EKB-24159: Create new Global settings for enabled services). See: Global settings

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1507: (EKB-25879: Create an Overbuild tool for moving Defender device models). See: Run overbuild

    Added details on the new Microsoft Defender for Office & Endpoint functionality.

  • VOSS-1545: Configurable Microsoft Sync. See: Global settings

    Added details for the vendor-agnostic Datasync Builder tool, templates, and profiles, which are also integrated with the MS tenant.

  • VOSS-1560: Microsoft Tenant App Registration Enhancements. See: Global settings

    Changes when adding and editing a Microsoft tenant.

  • VOSS-1575: Role Management System Optimization. See: Customers

    Role Based Access docs updated for deprecation of automatically cloned roles, simpler way of adding and assigning shipped roles directly without cloning across hierarchies, and that roles are now all managed via the data/Role model.

  • VOSS-1590: Microsoft: Enhance update sync FTP/Move via Data Sync and Manual Move (Move User). See: Global settings

    Docs updated for flow through provisioning update sync for MS user moves, line configuration changes on MS move user and services, and global settings (FTP).

Licensing and Subscriber Data Export Guide: Release 25.3#

  • EKB-26046: SDE: Add Phone number for Webex Workspaces. See: Webex Devices Data Export

    Webex Workspaces data export now also includes phone number and extension.

  • EKB-26046: SDE: Add Phone number for Webex Workspaces. See: Webex Workspaces Data Export

    Webex Workspaces data export now also includes phone number and extension.

  • VOSS-1464: System User Audit and cleanup process. See: Process Command Details

    Added details on the new user audit feature

  • VOSS-1464: System User Audit and cleanup process. See: System User Audit

    Added details on the new user audit feature