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VOSS Automate 25.3 - Home
  • Automate Docs Home
  • Release Notes for Automate 25.3
  • Compatibility Matrix
  • What’s new
  • Install & upgrade
  • User guides
  • Advanced admin guides
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  • Explore by feature
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    • Advanced Admin (Generic)
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  • Explore all guides
    • Compatibility Matrix
    • Core Feature Guide
      • What’s New
      • Introduction
        • Welcome to Automate
        • Manage your Automate product license
        • Log in
        • Role-based dashboards and menus
        • Guide to the Admin Portal user interface
        • Manage items
        • Working with lists
        • Use the Action search to navigate Automate
        • Search in Automate
        • Searchable fields
        • Case-insensitive search fields
        • Wingman
      • Quick Start Guides
        • Customer Onboarding Quick Start Guide (Multiple Vendors)
        • Microsoft Quick Start Guide for Automate
      • Hierarchy Management
        • Introduction to hierarchies
        • Navigate the hierarchy
        • View the Hierarchy
        • Add a provider
        • Resellers
        • Customers
        • Intermediate node
        • Sites
        • Site Defaults Doc templates
        • Site defaults
        • Delete a hierarchy
        • Delete issues and purges
        • Localization language
      • Role Based Access
        • Introduction to role-based access control
        • Clone a role
        • Delete unused roles
        • Introduction to user management
        • View users
        • Add admin user
        • Update a user
        • Manage local administrators and operators
        • View and update LDAP authentication users
        • Cisco Webex App users
        • Role Management
        • Authorized Admin Hierarchy Roles
        • Introduction to Automate dashboards
        • Manage dashboards and widgets
        • Chart widgets
        • Counter widgets
        • Links widgets
        • Table widgets
        • Text widgets
        • Dashboards for a Business Admin role
        • Dashboard management reference
        • Dashboard Exports
        • Schedule dashboard export report
        • Menu layouts
        • Fixed and configurable filters in menus
        • Field display policies
        • Introduction to themes
        • Manage themes
        • Theme element color references for the Admin portal
        • Setting the default theme
        • Introduction to access profiles
        • Access profile permissions and operations
        • Menu diff tool
        • Menu Merge tool
        • Credential policies
        • Assign a credential policy to a user
        • Assign a credential policy to an administrator
        • Customized credential policy
        • Credential policies
        • Privacy policy menu items
        • Manage privacy policy menu items
        • Support for privacy and security notices
        • Automate cookie policy
        • Login notification banner
        • Single Sign On (SSO) Overview
        • Configure Self-service SSO SP settings
        • SAML Elements in Assertions
        • Configure SSO IdP
        • Update the metadata file on a SSO IdP entry
        • File management
        • Upload SSO IdP metadata
      • App Integration and Detailed Settings
        • 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
        • Microsoft tenant setup
        • External access for MS Teams
        • Microsoft Licenses
        • Microsoft license management and alerting
        • Manage certificates for SSO
        • Generate a certificate for application registration
        • Network device lists (NDLs)
        • Teams
        • Groups
        • Manage group membership
        • Introduction to Microsoft Teams emergency management
        • MS Teams emergency location networks
        • MS Teams emergency locations
        • Introduction to Microsoft Teams policies
        • Introduction to Microsoft Teams dial plan management
        • Microsoft dial plan models
        • Holidays
        • Introduction to Microsoft Teams policies
        • MS Teams templates
        • Introduction to Microsoft Teams dial plan management
        • Configure Microsoft tenant dialplan
        • MS Numbers
        • MS Blocked Calling Numbers
        • Microsoft license management and alerting
        • 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 Application Access (Webex Organization)
        • Webex App licenses
        • Network device lists (NDLs)
        • Webex Application Access (Webex Organization)
        • Webex App licenses
        • Webex location node mapping
        • Webex Calls
        • Webex Meetings
        • Webex Meeting Qualities
        • Webex locations
        • Webex Workspaces
        • Webex devices
        • Device configuration profiles
        • Test device configuration profile rendering
        • Configuration templates
        • Introduction to Cisco Webex App
        • Cisco UCM configuration
        • Add Cisco UCM group
        • Clone an instance of a Cisco UCM device model
        • Multi-cluster or single cluster configurations
        • Configure intelligent proximity for mobile voice
        • Cisco UCM servers
        • Headsets
        • Headset enablement
        • User field mapping
        • Network device lists (NDLs)
        • Device Mobility Info
        • Softkey templates
        • Cisco UCM IP phone services
        • 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
        • Time periods
        • Time schedules
        • Add a self-provisioning user profile
        • Add self-provisioning line mask
        • Add a self-provisioning universal device template
        • Add a self-provisioning universal line template
        • 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
        • IOS device management
        • SIP local gateway
        • Associate or disassociate SIP local gateway to a site
        • Quick add SIP gateway
        • SIP gateway port
        • Configuration templates
        • Cisco UCM translation patterns
        • Calling search spaces
        • Calling party transformation patterns
        • Configure called party transformation patterns
        • 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
        • 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
        • Call Manager Groups
        • Cisco UCM group counts
        • Locations
        • Date time groups
        • Cisco UCM group selection
        • Device pools
        • Configure regions
        • Media resources
        • Cisco dial plan models
        • Cisco UCM Music on Hold (MOH) file management
        • Using Automate to manage FAC
        • Introduction to Forced Authorization Codes (FAC)
        • Using device models to manage FAC
        • Customize authorization levels
        • Customize Help
        • Call park management
        • SIP profiles
        • SIP trunks
        • SIP trunk security profiles
        • Introduction to EMCC
        • EMCC groups
        • Configuration templates
        • EMCC configuration templates
        • EMCC route patterns
        • Route groups
        • Route lists
        • Route partitions
        • SIP route patterns
        • Cisco UCM route patterns
        • CTI route points
        • Call Redirection Routing Plan for Disaster Recovery
        • Analog gateways
        • Add a port to an analog gateway
        • Run Cisco UCM LDAP directory sync
        • User authentication
        • Configure Cisco Emergency Responder (CER)
        • Associate CER with Customers
        • View associated clusters on CER servers
        • Introduction to load balancing
        • Load balancing using site default device pool
        • Associate a UCM group to a device pool
        • Introduction to VOSS phone server
        • Managing VOSS phone servers
        • Add phone types
        • Introduction to conferencing
        • Conference workflows
        • Add a Pexip server
        • AudioCodes Devices
        • Schedules
        • Add greeting files
        • Call handler (auto attendant) schedule
        • Language filters
        • CUC servers
        • Network device lists (NDLs)
        • Class of Service (User)
        • Call handler
        • Introduction to Unity SIP integration
        • Configure the Unity SIP Integration menu layout
        • Access profile changes
        • Unity SIP Integration
        • Integrate Unity-Call Manager
        • Add or delete a Unity tenant
        • Dial plan profile
        • Integration log
        • Remove Integrate Unity-CallManager
        • Voice mail services
        • Pilot numbers
        • Associate or disassociate voice mail services to a customer
        • Associate or disassociate pilot number and site
        • Timezone filters
        • LDAP server
        • LDAP authentication
        • Write-back to Active Directory LDAP
        • LDAP user sync
        • Configure LDAP authentication-only (standalone)
        • Sync or purge LDAP users
        • User field mapping
        • LDAP custom role mappings
        • LDAP schedule
        • Introduction to Insights monitoring
        • Insights Assurance Arbitrators
        • Onboard assets
        • Offboard assets
        • Microsoft Operator Connect management in Automate
        • 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
        • Cisco Custom Dial Plans
        • Multi-Cluster Dial Plan Maintenance
        • Dial Plan Model Bulk Loader
        • Dial Plans
        • Dial Plan Viewer
        • Dial Plan Input Data
        • Dial Plan Log
        • Dial Plan Maintenance
        • Dial Plan Management Tool
        • Cisco dial plan models
        • Cisco dial plan models
        • Introduction to Microsoft Teams dial plan management
        • Microsoft dial plan models
        • Configure Microsoft tenant dialplan
        • Introduction to UC Prep
        • UCPrep profiles
        • UCPrep Profile Push
        • Configuration templates
        • 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
        • Introduction to number management in Automate
        • AudioCodes device number integration
        • Move number inventory instances
        • Number status and usage
        • Number range management
        • Number cooling
        • Number reservation
        • Reserve numbers for a user
        • Number inventory audit
        • Number inventory alerting
        • Prevent duplicate numbers
        • Number inventory
        • View number details and usage
        • Line Search
        • Introduction to E164 inventory management
        • E164 numbers in the number inventory
        • Add an inventory of E164 numbers
        • View an E164 inventory and delete E164 numbers
        • E164 associations ( N to N DN )
        • E164 associations ( N to 1 DN )
        • Migrate translation patterns for E164 to internal number associations
      • Users & Services
        • Move a Microsoft user between sites using offboard and onboard
        • 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
        • Microsoft Exchange
        • Multi vendor users
        • Cisco Webex App users
        • Webex Quick User
        • View users
        • Add admin user
        • Update a user
        • Manage local administrators and operators
        • View and update LDAP authentication users
        • Onboard user (Cisco)
        • Offboard user (Webex or Microsoft)
        • Move user & services
        • Webex devices
        • Replace device
        • Webex Workspaces
        • Reset devices to baseline
        • Quick Add Webex Device
        • 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
        • Cisco phones
        • Smart add phone
        • Move Phones
        • Moving phones from site to site
        • Configure Phone Move Customizations
        • Enhanced INI filtering
        • PLAR (Hotdial)
        • EM Login/Logout
        • Replace phone
        • Headsets
        • VOSS phones
        • Add controlled device to Cisco user
        • Voicemail
        • Single number reach
        • Intercom Lines
        • Extension mobility
        • Lines
        • Shared line across sites
        • Inventory site
        • Cisco Phone Status Export
        • Add application users to device
        • Add devices to application user
        • Headsets
        • Reset-Restart Site Phones
        • End-user provisioning workflow
        • User provisioning use cases
        • View a user’s provisioning status
        • User login options by auth method and server auth scope
        • User authentication
        • Credential policies
        • Standard users and login
        • LDAP users and login
        • SSO users and login
        • Enable multi vendor users
        • Role-based access for multi vendor users
        • Introduction to Cisco-Microsoft hybrid
        • Hybrid Cisco-Microsoft management
        • Hybrid service definitions
        • Introduction to user syncs
        • User sync source
        • User field mapping
        • Authentication and passwords in user syncs
        • Sync or purge LDAP users
        • Re-provision synced LDAP users
        • Sync Cisco UCM users, lines, and phones
        • LDAP sync actions
        • Purge a Cisco UCM user from Automate only
        • 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
        • Push users to Cisco UCM
        • Automatically move users synced from Cisco UCM
        • Move users
        • Site-to-site user move transaction log errors
        • Manage duplicate usernames
        • Session timeout rules
        • Timeout limit notifications
        • Manage passwords
        • Passwords and manually added users
        • Force a user to change their password
        • Force administrators to change their password
        • Change your own password
        • Unlock a locked user account
        • Unlock a locked admin account
        • Manually disable a user account
        • Manually disable an admin account
        • Introduction to Self-service
        • Self-service and user configuration
        • Create a Self-service link
      • Call Groups
        • Auto attendants
        • Resource Accounts
        • Call Queues
        • File management
        • Holidays
        • Automate - Call Groups - Webex Call Groups
        • Hunt groups
        • Shared line across sites
        • Call handler
        • File management
        • Call Pickup Groups
        • Call handler (auto attendant) schedule
      • Security Management
        • Microsoft Defender setup, sync and overbuild
        • Microsoft Defender for Office security management and policies
        • Microsoft Defender for Endpoint security management and policies
      • Insights Dashboards
        • Introduction to Microsoft Insights
        • Digital Experience Monitoring (DEM) Agent Installation Architecture and Requirements
        • Connectivity
        • Agent Installation
        • Digital Experience Monitoring Agents and profiles
      • System Configuration
        • Introduction to customizations
        • Model filter criteria
        • Configuration templates
        • Field display policies
        • Macros
        • Drop-down filters
        • Quick Add Groups
        • User profiles
        • Flow through provisioning (FTP)
        • Manage number filters
        • Create a filter to move users
        • Datasync builder templates
        • Datasync profiles
        • System monitoring configuration
        • System monitoring model counts
        • Login sessions
        • UC apps reachability
        • System monitoring database statistics
        • Automate cluster status
        • Worker queue
        • Add a SMTP server
        • Email
        • Macros
        • Configuration templates
        • Global settings
        • Countries
        • Configuration mapping for phones, device profiles, and lines
        • Line delete preferences
        • Site defaults
        • Language filters
        • Timezone filters
        • Site Defaults Doc templates
        • Network device lists (NDLs)
        • Reassign user services
        • Configuration templates
        • Distributing Licensing Reports
        • Introduction to entitlement
        • Add a device type
        • Entitlement catalogs
        • Add device group
        • Entitlement profiles
        • Entitlement enforcement
      • System Functions
        • Automate - Additional Admin Functions - Transaction Overview
        • Add Custom Variables
        • Transaction logging and audit
        • Bulk load transactions
        • View a transaction
        • Transaction log levels
        • Transaction Details
        • Filter Transactions
        • Filter Sub-Transactions and Logs
        • Transaction Behavior
        • Transaction Priority
        • Transaction Log Example
        • Device data sync errors in transactions
        • Export a transaction
        • Bulk load
        • Data export Overview
        • Bulk export of model data
        • Bulk load template export
        • Bulk load sheets
        • Sample bulk loaders
        • Bulk load template sheet layout
        • Export data sheet layout
        • Bulk load sheet macro evaluation
        • Bulk load transactions
        • Import
        • Alerts
        • Dashboard Exports
        • Schedules
        • Introduction to overbuild
        • Overbuild for Cisco
        • Run overbuild
        • Overview tool
        • Run dial plan overbuild
        • User phone associate tool
        • Overbuild Analog Gateway
        • Device Models
        • Locate a user associated with a CUC device model
        • Filter calling search spaces and assign a class of service
        • Overbuild for Microsoft
        • File management
        • Create Model Report
        • Manage Model Reports
        • Create Line Reports for a Site
        • View Line Reports
        • Template customization audit tool
        • Settings
        • Set up a Web Proxy
        • Northbound Notification
        • Notification Format
        • NBN Transaction Processing
        • Northbound Notification Workflow
        • Configure Northbound Notification Destination
        • Configure Northbound Notification Event Attributes
        • Configure Northbound Notification event
      • Self-service Administration
        • Introduction to Self-service Administration
        • Self-service feature display policy
        • End User Access and Authentication
        • Themes and Branding
        • Self-service Login Banner
        • Personal Phones (Remote Destinations)
        • Dual Mode Phones - Mobile ID
        • Voicemail for Self-service
        • Links Page
      • Dashboard and Menu Reference
        • Introduction to the default reference menus and dashboards
        • Menu: Automate - Admin
        • Menu: Automate - Admin - Microsoft Only
        • Menu: Automate - Analyst
        • Menu: Automate - License Manager
        • Menu: Automate - Service Desk
        • Menu: Automate - Service Desk - Microsoft Only
        • Menu: HcsAdminMenu
        • Menu: HcsSAMenu
        • Menu: Insights - Admin
        • Automate - Additional Admin Functions - Admin Tools
        • Automate - Additional Admin Functions - Data Sync
        • Automate - Additional Admin Functions - Transaction Overview
        • Automate Analyst - Hierarchy
        • Automate Analyst - Home
        • Automate Analyst - Microsoft Overview
        • Automate Analyst - Number Management
        • Automate Analyst - Users & Services - Cisco User Services
        • Automate Analyst - Users & Services - Microsoft User Management
        • Automate Analyst - Users & Services - Webex Contact Centre User Services
        • Automate Analyst - Users & Services - Webex User Services
        • Automate Analyst - Webex Overview
        • Automate - Call Groups - Cisco Call Groups
        • Automate - Call Groups - Microsoft Call Groups
        • Automate - Call Groups - Webex Call Groups
        • Automate - Hierarchy Management
        • Automate - Home
        • Automate - Microsoft - Exchange
        • Automate - Microsoft - Home
        • Automate - Microsoft Insights
        • Automate - Microsoft - License Management Analysis
        • Automate - Microsoft - License Management
        • Automate - Microsoft - Microsoft User Management
        • Automate - Microsoft - User Overview
        • Automate - Number Management
        • Automate - Role Based Access
        • Automate - Security Management - Defender for Endpoint Actions
        • Automate - Security Management - Defender for Endpoint Overview
        • Automate - Security Management - Defender for Office Actions
        • Automate - Security Management - Defender for Office Overview
        • Automate Service Desk - Additional Admin Functions - Admin Tools
        • Automate Service Desk - Role Based Access
        • Automate - System Configuration
        • Automate - UC Integration - Cisco CUC Detailed Configuration
        • Automate - UC Integration - Cisco CUCM Detailed Configuration
        • Automate - UC Integration - Cisco Webex Contact Centre Configuration
        • Automate - UC Integration - Cisco Webex Detailed Configuration
        • Automate - UC Integration - Dialplan Tools
        • Automate - UC Integration - Extended UC App Configuration
        • Automate - UC Integration - Microsoft Detailed Configuration
        • Automate - UC Integration - Microsoft Overview
        • Automate - UC Integration - SBC Management
        • Automate - UC Integration - Webex Overview
        • Automate - Users & Services - Cisco User Services
        • Automate - Users & Services - Microsoft User Management
        • Automate - Users & Services - User Details
        • Automate - Users & Services - User Overview
        • Automate - Users & Services - Webex Contact Centre User Services
        • Automate - Users & Services - Webex User Services
        • Automate - VOSS License Overview
        • DEM Agent Stats
        • DEM System Trace Details
        • DEM System Trace Status
        • DEM Web Service Status
        • ENTAdminDashboard
        • HcsAdminDashboard
        • HcsSysadminDashboard
        • Insights - Additional Admin Functions - Admin Tools
        • Insights Admin - Arbitrator Management
        • Insights - Admin Home
        • Insights - Diagnostics
        • Insights - Digital Experience Monitoring
        • Insights Microsoft License & User Device Stats
        • Insights Microsoft Teams Active Directory User List
        • Insights Microsoft Teams Audio Device
        • Insights Microsoft Teams Call Activity Trends
        • Insights Microsoft Teams Call Audio Device Detailed
        • Insights Microsoft Teams Call Detail
        • Insights Microsoft Teams Call List Call Queues
        • Insights Microsoft Teams Call List Combined
        • Insights Microsoft Teams Call List
        • Insights Microsoft Teams Call List Teams Rooms
        • Insights Microsoft Teams Call Review Detailed
        • Insights Microsoft Teams Calls with Issues
        • Insights Microsoft Teams Devices
        • Insights Microsoft Teams Diagnostic Call Debug
        • Insights Microsoft Teams Direct Routing Call Analysis
        • Insights Microsoft Teams PSTN Calls
        • Insights Microsoft Teams Service Health
        • Insights Microsoft Teams Site Quality
        • Insights Microsoft Teams Usage Analysis
        • Insights Microsoft Teams User Experience Overview
        • Insights Microsoft Teams User Review - Call Trends
        • Insights Microsoft User Usage Analysis
        • Insights - Performance - Service Management
        • Insights - System Configuration
        • Insights - Usage & Adoption
        • Insights - User & Device Inventory
        • Insights Webex Calling
        • Insights Webex Devices
        • Insights Webex Licenses
        • Insights Webex Locations and Workspaces
        • Insights Webex Meetings Quality
        • Insights Webex Participant
        • Insights Webex Users
        • selfservice_dashboard
      • Appendix: Glossary
        • Glossary
    • Self-service Guide
      • Purpose
      • Audience
      • Conventions
      • Accessing Self-service
      • First Login and Password Expiry or Reset
      • Accessing Minimal Mode
      • Manage Your Self-service
      • Configure Your Password Reset Questions
      • Reset Your Password
      • User Interface
      • Available Features and Services
      • Session Timeout
      • Buttons and Icons
      • Common Tasks
      • Home
      • My Information
      • Change Your User Language
      • Manage Your Password and PIN
      • Change Your Password
      • Password Hints and Rules
      • Change Your PIN
      • Access Webex
      • Phones
      • Manage a Phone
      • Add Your Own Smart Device
      • Edit a Smart Device
      • Bulk Modify Your Company Phones
      • Your Personal Phone Management
      • Add a Personal Phone
      • Edit a Personal Phone
      • Delete a Personal Phone
      • Bulk Modify Your Personal Phones
      • Voicemail Settings
      • Create your own Voicemail Account
      • Change your Voicemail Settings
      • Alternate Numbers and Notification Devices
      • Manage Alternate Numbers and Notification Devices
      • Caller Input
      • Manage Caller Input Keys
      • Message Actions
      • Manage Message Actions
      • Call Forwarding
      • Activate and Manage a Line for Call Forwarding
      • My Availability
      • Set Do Not Disturb for your Phone
      • Speed Dials and BLFs
      • Manage Speed Dials and Busy Lamps (Phone Button Template)
      • Add a Speed Dial (Abbreviated Dials)
      • Links
    • Architecture and Hardware Specification Guide
      • Automate deployment topologies
      • Automate hardware specifications
      • Scale and performance
    • Installation Guide
      • What’s New
      • Overview
      • File transfer protocol and commands
      • Clustering commands
      • Determine the primary node role in a cluster
      • Geo-redundancy/redundancy and disaster recovery
      • Using the tmux command
      • Automate deployment topologies
      • Multi data center deployments
      • Clustering
      • Network communications between nodes within the cluster
      • Network communications external to the cluster
      • Network Docker container range
      • Backup size considerations
      • Automate hardware specifications
      • Supported virtualization and hypervisor platforms
      • VMWare Esxi 8
      • Hyper-V
      • Nutanix
      • Installation overview
      • Platform install on a VM
      • Inspect the logs to troubleshoot installation
      • Installation Quick Reference
      • Multinode installation
      • Single-node cluster (cluster-of-one) installation
      • View Installation and Upgrade Transactions
      • Migrating from a 6 Node to 8 Node System
      • Modular architecture multinode installation
      • Azure Cloud Deployment
      • AWS Deployment
    • Upgrade Guide with ISO and Template
      • Before upgrading
      • Upgrade and data migration
      • Using the screen command
      • Using the tmux command
      • Automate hardware specifications
      • Upgrade Automate
    • Upgrade Guide with Delta or Patch Bundle
      • Upgrade Path and Dependencies
      • Delta Bundle Overview
      • Important Information
      • Download Location
      • Delta Bundle Upgrade
      • Post-install checks
      • Rollback
    • Multi-Cluster Deployments Technical Guide
      • Introduction
      • Deployment Recommendations
      • Caveats and Limitations
      • Overview
      • Deployment Recommendations
      • Caveats and Limitations
      • Overview
      • Deployment Recommendations
      • Caveats and Limitations
      • Deployment Recommendations
      • Deployment Recommendations
      • Caveats and limitations
      • Overview
      • Number Inventory
      • HCS Dial Plans GDPR Support
      • HCS Dial Plan Type Considerations for GDPR
      • ILS/GDPR
      • Intercluster Trunking
      • HCS Dial Plans
      • Overbuild Considerations
      • Scenarios
      • Notes
      • Single telephoneNumber MIF
      • Multiple telephoneNumber MIF
      • Intercluster Trunking, ILS/GDPR CFTs
    • Platform Guide
      • What’s New
      • High-level Functions
      • Overview
      • CLI Commands
      • Clustering commands
      • Using the tmux command
      • VOSS Management Tools
      • Install Commands
      • Database Commands
      • Database Commands for Transaction Management
      • Performance Commands
      • System Specific Commands
      • Transaction archiving
      • Product Licensing
      • Report Transaction Commands
      • Report API Commands
      • Introduction
      • Subscriber data export command
      • Deployment Commands
      • Migrate a Unified Node Cluster to a Modular Cluster
      • Determine the primary node role in a cluster
      • Provisioning
      • Network interfaces
      • Switching Network Addresses from IPv4 to IPv6
      • Network services
      • Network URI specification
      • Network Docker container range
      • Application Control and Status
      • Starting and Stopping
      • Installing Applications
      • Updating Applications
      • Summary Attribute Migration
      • Remote Execution in Clusters
      • List of Unused Cluster Commands
      • Self-service Localization Management
      • Web Services
      • Insights Analytics
      • System Commands Overview
      • System restart
      • Passwords
      • System Boot Passwords
      • Federal Information Processing Standards (FIPS)
      • File Management
      • Drive control
      • Transaction Prioritization
      • Banner
      • Maintenance Mode
      • Checksum
      • Terminal Reset
      • Login Report
      • Cluster Check
      • Enable Health Monitoring
      • Enable Database Scheduling
      • Command History
      • Logs
      • Viewing Logs
      • Sending and Collecting Logs
      • Log Types
      • Audit Log Rule Sets
      • Log Type Commands
      • Audit Log Format and Details
      • Event Log Format and Details
      • Log Streaming
      • Remote Log Type Encryption
      • The Mail Command
      • Diagnostic Tools
      • Diagnostic Troubleshooting
      • Warnings and Notifications
      • Events and SNMP Messages
      • SNMP Configuration and Queries
      • Introduction to SNMP and MIB
      • SNMP Traps
      • Management Information Bases
      • Notification Messages
      • SNMP Traps: Number Inventory Alerting
      • SNMP Traps: System Monitoring
      • Scheduling
      • Internal Report Schedules
      • Backups
      • Backup and restore in a modular architecture
      • Backup destinations
      • Backup passphrase
      • Backup size considerations
      • Create a backup
      • Restore a backup in a clustered environment
      • Create space for a backup or restore
      • Maintaining Backups
      • Backup and import to a new environment
      • VMware snapshot maintenance
      • Backup on Azure
      • Introduction to Restoring Backups on a New Environment
      • Setting up the Backup Passphrase on a New Environment
      • Adding More Hard Disk Space
      • Reassign Current Drives (Backup and DBroot)
      • Restore the Backup
      • Example of a Successful Restore
      • Introduction to system security
      • Configuration Encrypted
      • Backup Encrypted
      • Application Install Files Encrypted
      • File Integrity
      • Protected Application Environments (Jails)
      • Restricted user shell
      • User Security and Security Policy Management
      • Creating Additional Users
      • Creating and Managing SFTP Users
      • Granting and revoking user rights
      • Password Strength Rules
      • SSH Login Fail Limit
      • SSH Session Limit
      • SSH key management
      • SSH Algorithm Management
      • Adding a Key for Automatic User Login
      • Prevention of DOS Attacks
      • Memory Dumps and Security
      • Manage Read-Only Database Users
      • System Intrusion Detection
      • Network communications between nodes within the cluster
      • Network communications external to the cluster
      • Dynamic Firewall
      • Web Certificate Setup Options
      • Supported SSL Ciphers
      • VOSS Automate Setup a Web Certificate
      • Own Web Certificate Setup
      • Web Certificate Expiration Notice
      • Convert Web Certificates from P7B to PEM Format
      • Web Certificate Commands
      • Web Hosts Commands
      • Web TLS Protocol Configuration
      • Web TLS Cipher Management
      • Network URI specification
      • Web External Proxies
      • High Availability Overview
      • Default HA and DR scenario
      • HA and DR scenario with Cisco VMDC geo-redundancy architecture
      • Configuring a HA System Platform on VMware
      • DR Failover
      • Cluster Failure Scenarios
      • Platform install on a VM
      • Election of a New Primary and Failover
      • DR Failover and Recovery Scenarios
      • Scenario: Power Off and On of a Node
      • Scenario: Loss of a Non-primary Node in the Primary Site
      • Scenario: Loss of a Non-primary Server in the DR Site
      • Scenario: Loss of the Primary Database Server
      • Scenario: Loss of a Primary Site
      • Scenario: Loss of a DR Site
      • DR Failover and Recovery in a 2 Node Cluster
      • Scenario: Loss of Full Cluster
      • Modular Cluster: Election of a New Primary and Failover
      • DR Failover and Recovery Scenarios in a Modular Cluster
      • Scenario: Power Off and On of a Node in a Modular Cluster
      • Scenario: Loss of an app node: Modular Cluster
      • Scenario: Loss of the Primary Database Server in a Modular Cluster
      • Scenario: Loss of a non-primary database: Modular Cluster
      • Scenario: Loss of a Primary Site in a Modular Cluster
      • Scenario: Loss of a DR Site in a Modular Cluster
      • Scenario: Loss of Full Cluster in a Modular Cluster
      • Platform User Password Recovery Procedure
      • ‘No Space Left on Device’ Error
      • Loss of the whole cluster and redeploying new servers
      • Error Messages
      • MIB List
      • Analogue line MGCP Data Export
      • Analogue Line SCCP Data Export
      • Call Pickup Group Data Export
      • Contact Center Enterprise Data Export
      • Contact Center Express Data Export
      • Customer Data Export
      • Extension Mobility Data Export
      • FMC Data Export
      • Hunt Group Data Export
      • Hybrid Data Export
      • Line Data Export
      • Phones Data Export
      • Site Data Export
      • Subscriber Data Export
      • Webex Teams Data Export
      • Webex Devices Data Export
      • Webex Workspaces Data Export
      • MS Office 365 Data Export
      • MS Teams Data Export
      • MS Exchange Data Export
      • Pexip Data Export
      • VOSS phone servers data export
      • diag Command Examples
      • SNMP Traps: Applications examples
      • SNMP Traps: Load examples
      • SNMP Examples: Backup
      • SNMP Trap Examples
    • Health Checks for Cluster Installations Guide
      • Introduction
      • Notification/SNMP setup
      • Check general cluster health
      • Verify web proxy sanity
      • Verify database status
      • Resource utilization checks
      • VMWare checks
      • Backup / export
      • Latency
      • Firewall configurations
      • Data collection for offline analysis
    • Best Practices Guide
      • What’s New
      • Use the Action search to navigate Automate
      • Automate deployment topologies
      • Overview
      • Active-Active web weights
      • Active-StandBy web weights
      • Session limits
      • Throttle limits
      • Configurable number of queue processes
      • Planning guidelines for onboarding and ongoing operations
      • Add Automate over an existing Webex organization
      • Sync overview
      • Data sync types
      • Schedules
      • Cisco UCM sync
      • Cisco UCM Change Notification (CNF) Sync
      • Recommended Cisco UCM sync setups
      • CUC sync
      • LDAP sync
      • Cisco Webex App sync
      • Microsoft syncs
      • Microsoft tenant setup
      • Recommended RIS API data collector interval
      • API resource listing best practice
      • Long running API requests
      • Transaction archiving
      • Automated database cache cleanup
      • Navigation - menu and dashboards
    • Advanced Configuration Guide
      • What’s New
      • Use the Action search to navigate Automate
      • Login notification banner
      • Transaction log levels
      • Settings
      • Global settings
      • Number cooling auto expiry schedule
      • Add a SMTP server
      • Email
      • Associate / disassociate devices to application users
      • INI purge tool
      • System monitoring configuration
      • System monitoring database statistics
      • System monitoring model counts
      • Automate cluster status
      • UC apps reachability
      • Worker queue
      • Login sessions
      • Feature package customization
      • Field display policies
      • Field display policy settings
      • Example field display policy clone
      • Configuration templates
      • Add a configuration template
      • Configuration templates for array updates
      • Events
      • GUI rules
      • GUI rule for the target model of a configuration template
      • Relations
      • Tags
      • Add and remove tags
      • Add a view
      • Less files and customizing themes
      • Theme banner customization
      • Privacy policy menu items
      • Manage privacy policy menu items
      • Manage themes
      • Theme element color references for the Admin portal
      • Automate cookie policy
      • Menu diff tool
      • Online help customization
      • Online help model override options
      • Scripts
      • Add and run a script
      • Expect script examples
      • Expect script import format
      • Network device list selection rules advanced configuration
      • Change LDAP user sync
      • Data sync workflows
      • Number inventory flexibility and description customization
      • Configuration overview
      • Site defaults reference
      • Introduction to named macros
      • Customizing quick add groups
      • Quick add user provisioning workflow structure
      • User relation context
      • Config template looping and merging overview
      • Config template looping
      • Config template merge strategy
      • Custom line settings for Smart Add Phone configuration template
      • Reference material
      • Lines - site defaults
      • Phones - site defaults
      • User - site defaults
      • Quick user (subscriber) - site defaults
      • Voicemail - site defaults
      • Webex - site defaults
      • Hot dial PLAR - site defaults
      • Hunt groups - site defaults
      • Call pickup groups - site defaults
      • Configuration template reference list
      • Named macros available to administrators
      • Named macros - site defaults general
      • Named macros - site defaults device
      • Named macros - site defaults line
      • Named macros - site defaults user
      • Named macros - site defaults CUC
      • Named macros - site defaults Hotdial
      • Named macros in configuration templates
      • Pull sync delete threshold
      • Macros
      • Macro syntax brackets
      • Macro syntax multiline
      • Dot notation
      • SELECT FROM WHERE macro syntax
      • Macro nesting
      • Macro syntax to filter by meta properties
      • Macro function syntax
      • Numeric functions
      • String functions
      • List functions
      • Model filters
      • Model instance filters from CSV file
      • Rule filter functions
      • Role at allowed hierarchy function
      • Filter role functions
      • Macro evaluate function
      • CUCM and device functions
      • Jabber device name function
      • Webex App functions
      • Subscriber functions
      • Quick add group functions
      • Zero, unset, boolean, drop, null, and exists functions
      • Time functions
      • Hierarchy functions
      • User details functions
      • Number management functions
      • Phone functions
      • Localization functions
      • Log functions
      • Object functions
      • Conversion functions
      • HTTP functions
      • Email functions
      • Macro examples - simple
      • Macro examples - list macro
      • Macro- and macro function nesting
      • Conditional logic macro function
      • Add a macro inline
      • Add a macro for re-use
      • Create a value substitution macro
      • Substitution macro examples
      • Add an evaluation macro
      • Evaluation macro examples
      • Macro evaluator
    • BulkLoader Provisioning Guide
      • What’s New
      • Overview
      • Use the Action search to navigate Automate
      • Bulk load
      • Data export Overview
      • Bulk load template export
      • Bulk load sheets
      • Bulk load template sheet layout
      • Sample bulk loaders
      • Export data sheet layout
      • Template location and template reference set
      • Bulk load sheet macro evaluation
      • Bulk load transactions
      • Bulk export of model data
      • Bulk load API
    • Provider HCS Dial Plan Management Support Guide
      • What’s New
      • Use the Action search to navigate Automate
      • Telephony, design, and HCS dial plan overview
      • Introduction to the dial plan model in Automate
      • Dial plan roles and privileges
      • Customer HCS Dial Plan
      • Site dial plans
      • Line classes of service
      • Short codes
      • Directory number routing
      • Customers
      • Introduction to number management in Automate
      • Number inventory
      • View number details and usage
      • E164 numbers in the number inventory
      • Number status and usage
      • Number range management
      • Number cooling
      • Number reservation
      • Number inventory alerting
      • Number inventory audit
      • Introduction to E164 inventory management
      • Add an inventory of E164 numbers
      • View an E164 inventory and delete E164 numbers
      • E164 associations ( N to N DN )
      • E164 associations ( N to 1 DN )
      • Migrate translation patterns for E164 to internal number associations
      • Configure inter-site cross-cluster support
      • Manually configure local breakout support
      • Voice mail services
      • Associate or disassociate voice mail services to a customer
      • Pilot numbers
      • Creating DDIs for voice mail pilot numbers
      • Associate or disassociate pilot number and site
      • Add aggregation trunk and route group and associate to existing route list and SLRG
      • SIP profiles
      • SIP profile configuration
      • SIP trunk security profiles
      • SIP trunk security profile configuration
      • SIP trunks
      • SIP route patterns
      • Route groups
      • Route lists
      • Date time groups
      • Locations
      • Device pools
      • Call Manager Groups
      • Route partitions
      • Calling search spaces
      • Calling party transformation patterns
      • Configure called party transformation patterns
      • CTI route points
      • Time periods
      • Time schedules
      • Clone an instance of a Cisco UCM device model
      • Introduction to load balancing
      • Load balancing using site default device pool
      • Associate a UCM group to a device pool
      • Update the USA device-based routing dial plan
      • Shared line across sites
      • Inventory site
      • Site short codes
      • Configure tail end hop off
      • HCS dial plan macros in Automate
      • Auto-cloning of dial plan schemas and schema groups to the provider hierarchy node
      • Dial plan schemas
      • Clone dial plan schemas
      • Site defaults
      • Run overbuild
      • Overriding Cisco UCM group
      • Dial plan schema group
      • Associate custom dial plan schema group
      • Default dial plan schemas
      • Emergency and CLI settings
      • Default dial plan event triggers
      • Manual configuration to correct calling presentation overwrite on calls forwarded to PSTN
      • Global settings
      • Add a SMTP server
      • Email
      • Intra-site extension dialing
      • Multi-site customer with ISP included in SLC
      • Multi-site customer with extension prefix and no ISP
      • Single Site Customer
      • Customer (single- or multi-site) without PSTN prefix
      • Multi-site customer with ISP
      • Intra-site On-Net call
      • Inter-site On-Net call
      • VoIP trunking On-Net Call
      • Local gateway (LBO)
      • Aggregation (CBO)
      • VoIP
      • Non-CER through aggregation
      • Non-CER through local gateway
      • Cisco emergency responder
      • Introduction to PSTN call processing and routing
      • Dial plan determination
      • Country dial plan deployment overview
      • Predefined country dial plans
      • Install country dial plan (.template file)
      • Install country dial plan (.json file)
      • Add a country dial plan to a dial plan before deploying to a customer
      • Add a country dial plan to a deployed customer dial plan
      • Called party number as dialed feature
      • Plus number dialing customization
      • Correct device-based routing CoS to enable SNR
      • Dial plans for Caribbean countries overview
      • North American numbering plan schema
      • Caribbean countries schema (Optional)
      • Country-specific schema
      • Installing the dial plan
      • Local breakout (LBO) workflows
      • Calling search spaces and partitions
      • Architecture primer
      • Directory numbers classification
      • Extension Numbers
      • Site location codes
      • Full national number
      • E.164 number
      • Intersite prefix
      • PSTN access prefix
      • Call limitations
    • Licensing and Subscriber Data Export Guide
      • What’s New
      • License Count
      • License Audit Report File Details
      • Viewing License Audit Counts
      • Process Command Details
      • Distributing Licensing Reports
      • Set up a Web Proxy
      • System User Audit
      • Troubleshooting and Error Handling
      • Introduction
      • Subscriber data export command
      • Scheduling
      • Using the screen command
      • Analogue line MGCP Data Export
      • Analogue Line SCCP Data Export
      • Call Pickup Group Data Export
      • Contact Center Enterprise Data Export
      • Contact Center Express Data Export
      • Customer Data Export
      • Extension Mobility Data Export
      • FMC Data Export
      • Hunt Group Data Export
      • Hybrid Data Export
      • Line Data Export
      • Phones Data Export
      • Site Data Export
      • Subscriber Data Export
      • Webex Teams Data Export
      • Webex Devices Data Export
      • Webex Workspaces Data Export
      • MS Office 365 Data Export
      • MS Office 365 Service Plans
      • MS Teams Data Export
      • MS Exchange Data Export
      • Pexip Data Export
      • VOSS phone servers data export
      • Network communications external to the cluster
    • API Guide
      • API Introduction
      • API System Concepts
      • Hierarchy
      • Basic REST
      • API Traversal
      • Request and Response Patterns
      • General Structure of the API
      • Format
      • Authentication
      • Authorization
      • HTTP Methods
      • PUT Versus PATCH
      • API Parameters
      • Filter Parameters for Choices
      • API Request Headers
      • Login and Authorization Tokens
      • Non-interactive Login
      • Access Profiles
      • Time to Live (TTL)
      • Account Endpoint
      • API Response Overview
      • API Response Header
      • Single Resource Response
      • Resource List Response
      • POST/PUT/DELETE/PATCH Response
      • Asynchronous Mutator Transaction Status Callback
      • Example of an Asynchronous Mutator Transaction with nowait=true
      • Correlation Identifiers
      • Example Of A Simple HTTP Server
      • Developer Guidelines
      • Workflow Tasks
      • Developer Tools
      • Fault Responses
      • Error Messages
      • Introduction to Tool APIs
      • Search and Search Result Export
      • Bulk load API
      • Move and Bulk Move
      • Data Extract
      • Custom Workflows
      • List Transactions
      • Get Instance Transactions
      • Poll Transactions
      • Replay Transactions
      • Edit and Replay Transactions
      • Sub Transactions
      • Log Transactions
      • Transaction Choices
      • Transaction Filters
      • API Examples Overview and Conventions
      • POST
      • GET
      • PUT
      • DELETE
      • Bulk Load Example
      • Export Example
      • Example Transaction
      • API Backward Compatibility and Import
      • Using the API Reference
      • API Schema
      • Notifications
      • Metadata
      • References
      • Summary Attributes
      • Path
      • Model Type
      • Actions
      • Singleton
      • Choices Generic Action
      • Add Generic Action
      • Bulk Update Generic Action
      • Clone Generic Action
      • Configuration Template Generic Action
      • Create Generic Action
      • Delete Generic Action
      • Execute Generic Action
      • Export Generic Action
      • Export BulkLoad Template Generic Action
      • Field Display Policy Generic Action
      • Help Generic Action
      • List Generic Action
      • Update Generic Action
      • Import
      • Test Connect
      • Apply
      • Assign
      • Do
      • Lock
      • Promote
      • Reset
      • Vendor Config
      • Wipe
      • Update LDAP Authentication
      • Update LDAP System
      • Data
      • Resources
      • Schema
      • Pagination
      • Introduction to Automate OpenAPI Examples
      • GET /tool/Macro
      • Add a standalone Cisco phone
      • Add a Cisco subscriber
      • Reset a CUCM PIN/password and/or CUC PIN
      • Replace a Cisco phone
      • Associate an existing Cisco device or device profile to subscriber
      • Disassociate a Cisco phone from a subscriber
      • Move a Cisco subscriber between sites
      • Modify line data
      • Modify phone data - line recording details
      • Delete a phone
      • Delete a subscriber
    • Language Pack Guide
      • Languages Overview
      • Language Availability and Installation
      • Localization, coverage and caveats
      • Default Language and User Language
      • Selfservice User Languages
      • Language Customization
      • Installation of New Languages
      • Updates to Languages
    • NBI Technical Description and Deployment Guide
      • Overview
      • Introduction
      • NBI Technical Description
      • Billing Payload Definition
      • Integration Considerations and Message Sequencing
      • Operational Matters and Production Hardening
      • Appendix A: Trigger Events and Tracking Table
      • Appendix B: Billing Payload Definition
      • Appendix C: Alarm Definition
    • NBI Troubleshooting Guide
      • NBI SNMP Traps
    • NBI Install Guide
      • Overview
      • Before You Start
      • Software Details
      • Download the Relevant Files
      • VOSS Automate verification
      • Deploy the new install OVA
      • Install and Configure the NBI Application
      • NBI Checks
    • Open Source License Usage
      • Core Application (Python)
      • Platform (Python)
      • Portal (JavaScript)
      • Self-service (JavaScript)
      • Insights API (JavaScript)
      • Insights - VOSS Sync (JavaScript)
      • VOSS Automate Licensing Service
      • Licenses for Code in Binary Files
      • Open Source Licenses for Release 25.3
  • Index
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  • Installation overview

Installation overview

Installation overview#

The installation process is divided into:

  1. The VMWare installation of a node

    • Platform install on a VM

  2. Node setup for single node or multi-node installations

    • Multinode installation

    • Single-node cluster (cluster-of-one) installation

The node setup stage requires one or more prerequisite VMWare node installations.

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