Core Feature Guide#
Introduction#
Overview#
Getting Started#
Quick Start Guides#
Hierarchy Management#
Role Based Access#
Roles and Admins#
Admins#
Role Management#
Role Configuration#
Dashboards#
Field Display Policies#
Themes#
Access Profiles#
Privacy and Login Control#
Credential Policy#
Hierarchy Default Credential Policy#
Privacy Policy Configuration#
Single Sign On (SSO)#
Configure SSO IDP#
Upload SSO IDP Metadata#
App Integration and Detailed Settings#
Microsoft App Integration and Detailed Settings#
Microsoft Overview#
- Microsoft Quick Start Guide for Automate
- Introduction to Microsoft UC integration
- Microsoft UC Application Setup
- Run PowerShell proxy server setup script
- Configure Automate for Microsoft services
- Shared central app registration
- Upload a certificate to use for app registration
- Test the PowerShell proxy connection to the tenant
- Sync in Azure users
- Sync Microsoft users to sites
- Create MS Teams service account on Microsoft cloud
General Tenant Functions#
Group and Team Management#
Microsoft Detailed Configuration#
MS Teams Network & Emergency Routing#
MS Teams Voice Policies#
MS Auto Attendant Setup#
MS Teams Meetings & Messaging Policies#
MS Teams Dialplan#
Microsoft License Management Mapping Configuration#
Webex App Integration and Detailed Settings#
- Introduction to Cisco Webex App
- Webex App licenses
- Webex bulk actions
- Bulk update Webex App users
- Workspace call settings
- Workspace locations
- Webex schedules
- Device configuration profiles
- Webex App manual steps
- Test device configuration profile rendering
- Webex App hunt groups
- Webex App call park
- Webex App auto attendants
- Webex App call pickup
- Webex servers
Webex Overview#
Webex General Organization Functions#
Webex Detailed Configuration#
Webex Calling Connection & Licenses#
Webex Calling Locations and Settings#
Webex Calling Devices#
Webex Calling Users and Service Settings#
Cisco UCM App Integration and Detailed Settings#
Cisco UCM Detailed Configuration#
CUCM Servers and Nodes#
CUCM Parameters and Options#
Phone Resources#
UC and Phone Services#
Phone-Based Registration Support#
- Introduction to Phone-Based Registration (PBR)
- Register a phone for phone-based provisioning
- Introduction to Phone Services
- Add PBR config records
- Cisco UCM IP phone services
- Add a self-provisioning universal device template
- Add a self-provisioning universal line template
- Cisco phones
- Enhanced INI filtering
- Configure phone services
- Manage Phone Services
- Add phone-based registration menus and access profile
- Create Restricted API Role and Admin User
- Install Phone-based Registration (PBR) Web Service
- Configure Cisco UCM for AutoRegistration and PBR
GDPR and Other Settings#
Cisco User Self Provisioning#
IOS Management - General#
- IOS device management
- Add an IOS device
- Command builders
- Local break out and analog gateway configuration and generated events
- Local break out and analog gateway events, IOS commands, and variables
- MGCP analog gateway events and IOS commands
- Translation rule numbering
- Analog gateways
- Add a port to an analog gateway
- SIP gateway port
- Quick add SIP gateway
- SIP local gateway
- Associate or disassociate SIP local gateway to a site
- IOS gateway manual configuration
SIP Gateways#
Translation and Transformation#
Cisco UCCX Management#
- Configure UCCX server
- Introduction to Webex Contact Center
- Contact Center
- Webex Contact Center sync
- Webex Contact Center customer experience
- Webex Contact Center user management
- Webex Contact Center Desktop Experience
- Webex Contact Center Advanced
- Agent Lines
- Tag CTI port as Contact Center agent line
- Introduction to Contact Center Service
- Configure Contact Center server using Cisco UCM
- Built-in-bridge
- Enable or disable the Built-in-Bridge
- Add a Contact Center server
- Edit or delete Contact Center servers
- Add a Contact Center service
- Edit or delete Contact Center services
- Configure CTI Port
CUCM Basic Settings#
Media and Conferencing#
CUCM Music on Hold#
Cisco FAC Management#
Calls Settings#
SIP Trunks and Scripts#
EMCC Settings#
Routing#
MGCP and SCCP Analog Gateways#
CUCM Network Elements#
Cisco CUCM LDAP Settings#
Cisco Emergency Responder (CER)#
Load Balancing#
VOSS Phone Server Management#
Conferencing#
AudioCodes#
Cisco CUC App Integration and Detailed Settings#
Cisco CUC Detailed Configuration#
CUC Servers and Nodes#
CUC Routing#
Cisco Unity SIP Integration#
Cisco Voicemail Services#
Cisco Unity Connection Localization#
Additional Apps - App Integration and Detailed Settings#
LDAP Server Settings#
Setup LDAP server integration for sync and/or authentication.
LDAP Users Activities#
Configure and execute LDAP user sync and authentication setup.
Insights#
Actions for orchestration of configuration into the Insights product.
Microsoft Operator Connect for Providers#
Set up provider Operator Connect integration and management.
Data Sync Management - App Integration and Settings#
Data Sync Management#
This section describes general sync options, Cisco Webex Calling data syncs, Cisco data syncs (all Cisco UCM, CUC syncs), LDAP data syncs, Microsoft data syncs.
Data Syncs#
- Introduction to data sync
- Data sync types
- Full sync
- Manually run the default data sync
- Model Type Lists (MTL)
- Create a custom data sync
- Schedules
- Model instance filters
- Default Cache Control Policy
- Allowlists and denylists
- Cisco UCM Change Notification (CNF) Sync
- Bulk Schedule Activation / Deactivation
- Datasync Builder
Dialplan Tools - App Integration and Detailed Settings#
Custom Dialplan Tool - Actions#
Custom Dialplan Tool - Cisco Routing Models#
Setup and manage the Cisco routing models for the custom dialplan tool.
Custom Dialplan Tool - Cisco Basic Setup Models#
Custom Dialplan Tool - Microsoft Dialplan Models#
Set up and manage the Microsoft elements for the custom dialplan tool.
Cisco UCPrep Management#
HCS Dial Plan Tools - For use with managed HCS Dialplans#
- Introduction to Cisco HCS dial plan
- Dial plan roles and privileges
- HCS dial plan macros in Automate
- Dial plan schemas
- Auto-cloning of dial plan schemas and schema groups to the provider hierarchy node
- Clone dial plan schemas
- Class of Service (User)
- Line classes of service
- Dial plan schema group
- Site dial plans
- Associate custom dial plan schema group
- Short codes
- Site short codes
- Emergency and CLI settings
- Directory number routing
- Customer HCS Dial Plan
- Cisco UCM translation patterns
Number Management#
Number Inventory Management#
E164 Numbers#
Users & Services#
Microsoft User Services#
Quick Actions (Microsoft)#
- Multi vendor users
- Microsoft Quick User
- Move user & services
- Microsoft - Move user & services
- User calling settings
- User voice mail settings
- Microsoft Teams CSOL users
- View users
- Add admin user
- Update a user
- Manage local administrators and operators
- View and update LDAP authentication users
- Onboard user (Microsoft)
- Offboarding (Microsoft)
- Offboard user (Webex or Microsoft)
- Microsoft users
- User staging
General Exchange Functions#
Webex User Services#
User Quick Actions (Webex)#
Device Quick Actions#
Cisco User Services#
User Quick Actions (Cisco)#
- Multi vendor users
- Cisco Quick User
- Provision the Voice Service
- Provision the extension mobility service
- Provision the Jabber or dual mode device service
- Enable self-provisioning
- Enhanced INI filtering
- View users
- Add admin user
- Update a user
- Manage local administrators and operators
- View and update LDAP authentication users
- Move user & services
- Move user
- Reassign user services
- Convert user type CUCM-LDAP to CUCM Local
- Onboard user (Cisco)
- Cisco UCM users
- Add Subscribers: User
- Reset UC Passwords
- Provision the Pexip Conference service
- Pexip Conference Users
Phone Quick Actions#
Detailed User Service Listings#
Additional Phone Management Functions#
Provisioning#
Authentication#
User Services#
Sync & Purge Users#
Self-provisioning#
- Introduction to self-provisioning
- Enable self-provisioning
- Bottom-up user management
- Top-down user management
- Cisco UCM configuration for self-provisioning
- Site configuration for self-provisioning
- Generate a user’s primary line
- Specify the primary line per user
- Add a self-provisioning universal device template
- Add a self-provisioning universal line template
- Add a self-provisioning user profile
- Set a default user profile for a site
- Add self-provisioning line mask