[Index]
Tip
Use the Action search to navigate Automate
Overview
Use the Move User & Services page where there are existing Cisco UCM users at various sites, and then syncing in the Microsoft users at customer level. A check for mapping matches is carried out at site level to move the corresponding MS users down.
Important
Webex users and their services cannot be moved. A banner on the Move User & Services page informs you that options for moving a user are hidden if you select a user enabled for Webex.
Prerequisites
Move scenarios
All of the Cisco move functionality is available, as well as extra workflows for the hybrid moves.
The following scenarios are supported:
Note
Related topics
the Cisco - Microsoft Hybrid Number Inventory topic under Number Management
Tip
Use the Action search to navigate Automate
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 assigned.
You can do this in two ways:
Number types supported for moving a Microsoft-only user site-to-site:
The table describes how Automate processes various workflow elements in Microsoft-only user move:
| Element | Description |
|---|---|
| Lines | The line can be moved along with the user, or assign a new line. 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. |
Related topics
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:
Move the user:
In the Admin Portal, go to Move User & Services.
Select a username to populate the page with the user's details and existing services.
Select an option at Move to Hierarchy. Existing services populate on the page.
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.
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.
At Line Configuration:
Select New Line to create a new line at the target hierarchy, or leave the checkbox clear to use the existing line.
To have the system find the next available line, select Use next available line, and optionally, select Inventory Filter so that the system can choose a line from a predefined pool of filtered numbers to be assigned, for example, only unused numbers with associated E164s, or unused numbers at the site only.
Note
By default, Automate selects the next line available at the current site (checks locally first). If no lines are available at the current site, the system looks up the hierarchy to the customer level and if an available line is found, the read-only Microsoft Line field populates with the selected line.
Alternatively, manually select a line from the Line URI field, with or without a line inventory filter applied.
Note
The Line URI drop-down displays available lines for Microsoft users. No additional filtering is applied. The line you choose populates the New Line field at New Services.
Save your changes to move the user with their new services and line.
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.
Configure model filter criteria for the Msoluser (Microsoft online user) for the target geographic location move.
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).
Configure Global Settings.
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
| Title | Description | Details | |||||||||||||||||||||||||||||||||||||||||||||||
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| Note about the Multi Vendor Service User move operation Default: Please note: If a user is enabled for Webex, the Move User configuration panels will remain hidden, as Webex users cannot be moved at this time. |
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| Username | Name of individual Multi Vendor Service User who will be moved. |
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| Move From Hierarchy | The name of the hierarchy node from which the Multi Vendor Service User will be moved from if the conditions are satisfied. |
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| Move To Hierarchy | The name of the hierarchy node to which the Multi Vendor Service User will be moved to if the conditions are satisfied. |
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| New Role | The user role to use at the destination hierarchy |
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| Allow Move of Lines |
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| New Lines |
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| Line Template | Line template to use for configuration settings. |
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| Inventory Filter |
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| Directory Number * | Directory Number of line to assign. |
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| Label | Label to use for this line. |
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| Display | Display to use for this line. |
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| Move Microsoft Services | Tick to move Microsoft 0365, Teams and Exchange User's if present for this User |
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| Online Voice Routing Policy | Online Voice Routing Policy |
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| Calling Line Identity | Calling Line Identity |
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| Tenant Dial Plan | Tenant Dial Plan |
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| Tenant DP Required | Tenant DP Required |
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| Use next available line | Use the next available line from the inventory at the destination hierarchy. Default: false |
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| Inventory Filter | Specify the type of number to assign from inventory |
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| Line URI |
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| Multivendor service line 1 class of service |
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| MSOL User Present |
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| Configuration Template for Multi Vendor Service User Update | Optional Template for Multi Vendor Service User update on CUCM |
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| Move Lines to Destination Hierarchy | Tick to move any lines associated with the user to the destination hierarchy. If lines are moved, they will remain on the devices. Lines that are not moved may be retained on devices, or may be replaced Default: false |
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| Directory Number at destination | If Move E164 to Destination Hierarchy field is selected, this dropdown is displayed and is a list of choices of dissassociated INI's |
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| Pattern |
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| Warning | Optional Field discussing the reason for the readonly Move E164 to Destination Hierarchy field |
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| New Line | Create new line at the destination hierarchy. Use existing line if not ticked, even if line is not moved to the new hierarchy ( i.e shared line ). This applies to line 1 only. Subsequent lines must be modified if required after the move is complete. Default: false |
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| Line Configuration Mapping | Line Configuration Mapping |
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| Android Profile | Android profile to be applied. |
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| CSF Profile | CSF profile to be applied. |
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| Tablet Profile | Tablet profile to be applied. |
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| iPhone Profile | iPhone profile to be applied. |
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| Carrier Integrated Mobile Profile | Carrier Integrated Mobile profile to be applied. |
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| CTI Remote Device Profile | CTI Remote Device profile to be applied. |
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| Move Desk Phones | Tick to move any desk phones(SEP prefix) associated with the user to the new hierarchy. Disassociate Subscriber from existing desk phones if not checked. Jabber/Soft Clients etc (non SEP prefix devices) are always moved. Default: true |
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| Create New Phone | Create New Phone at Destination Hierarchy |
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| Use Existing Phone Configuration | Toggle to select an existing Phone for configuration. Default: false |
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| Desk Phone Profile | Select the required Desk Phone Profile specified in Phone Configuration Mapping |
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| Phone Protocol |
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| Phone Name | e.g. SEP123412341234. Leave blank for auto generated MAC if you use phone based registration, select from list of free phones or provide a new phone name |
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| Phone Configuration Source | Copy configuration from associated phone |
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| Phone Type to Copy Configuration from |
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| Phone Configuration Mapping | Phone Configuration Mapping |
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| Device Profile Configuration Mapping | Device Profile Configuration Mapping |
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| Desk Phone Feature Template | Optional Configuration Template name for phone parameter override |
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| Phone Button Template |
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| Phone Security Profile |
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| Use Default CSS | Use the CSS defined as the site default at the destination hierarchy |
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| Line CSS | Specify a specific CSS to be used at the destination hierarchy |
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| Call Forward CSS | Specify a specific CSS to be used at the destination hierarchy |
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| Use Default Device Pool | Use the Default Device Pool defined as the site default at the destination hierarchy Default: true |
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| Device Pool | Specify a specific device pool to be used at the destination hierarchy |
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| Subscriber Profile | The profile to use for subscriber configuration. |
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| Is CUCM User |
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| Source CUCM |
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| Target CUCM |
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| Target CUCM PKID |
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| Source CUC |
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| Target CUC |
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| CUCM changes |
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| CUC Changes |
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| Is E164 associated |
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| Caution |
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| New Cuc User Template |
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| Phones |
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| Extension Mobility |
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| Single Number Reach |
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| Voicemail |
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| Pexip Conferencing |
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| Contact Center |
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| Microsoft Office365 User |
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| Microsoft Teams User |
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| Microsoft Line |
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| Tenant Dial Plan |
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| Calling Line Identity |
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| Online Voice Routing Policy |
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| Hybrid Status |
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| Tenant Dial Plan |
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| Calling Line Identity |
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| Online Voice Routing Policy |
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| Phones |
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| Extension Mobility |
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| Single Number Reach |
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| Voicemail |
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| Pexip Conferencing |
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| Contact Center |
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| Microsoft Office365 User |
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| Microsoft Teams User |
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| Microsoft Line |
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| Hybrid Status |
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