Microsoft Quick User#

This procedure displays and updates a Microsoft user, and moves the user to the correct site, with all configuration and licensing applied.

Note

Quick User simplifies onboarding with the use of Quick Add Groups (QAGs). QAGs are service and policy assignment templates that allow you to pre-configure how calling rights, policies, and services are assigned to users based on their user role.

When updating a user via Quick Add User, you select the relevant QAG, and the automated workflows in Automate handles the required cloud sync and licensing. The workflow also removes the need for an administrator to check the licensing, or to flag the required policies and settings individually, and then to wait for the cloud to sync in.

Prerequisites:

  • Sync in the Microsoft Teams user to the customer level

  • Set up the site defaults and QAG with the appropriate configuration and licenses.

Perform these steps:

  1. Log in to the Admin Portal as a Provider admin, at the customer level.

  2. Go to Microsoft Quick User.

  3. Choose the relevant site.

  4. On the Microsoft Quick User page:

    • Mandatory. At Username, select the user to populate fields on the page.

      Note

      This workflow is intended for Microsoft-only users. When choosing a hybrid user with Cisco-Microsoft services, you’ll need to work with this user via the Hybrid multi vendor actions. The Hybrid Status Message field displays the user’s hybrid status. See Hybrid Cisco-Microsoft management

    • To include users higher in the hierarchy in the Username drop-down, select Include users at higher hierarchy.

    • To send a user a welcome email once they’re set up, select Send welcome email.

      Note

      • You must have a SMTP server set up to send emails.

      • The read-only User status field displays the user’s current status; that is, whether they are online, in staging, or not yet provisioned.

      • The value in the read-only Feature type field defines whether this Microsoft user has MS Teams with or without the voice service. The user has MS Teams and voice service when feature type displays both Teams and PhoneSystem

    • Mandatory. From the Quick Add Group drop-down, select the relevant Quick Add Group (QAG) (licenses the user and applies settings defined in the QAG).

      The list of available Quick Add Groups are filtered by vendor (see Quick Add Groups and vendor filtering), and are restricted to those available at a selected hierarchy, based on the option selected for Quick Add Group & User Profile lookup level in the General Settings of the Global Settings. See Global settings.

      Quick Add Groups support group licensing for MS 365 groups, so that users can be licensed according to group membership. Refer to:

      Note

      • If Enable Microsoft User License Enforcement has been set to Yes in the Global Settings, a user can only be added if the license allocation limit for the user’s hierarchy is not exceeded. For details, see Microsoft license management and alerting in the Core Feature Guide.

      • If an existing user is holding a particular license is assigned a Quick Add Group where the group license provides additional services (for example, from existing IM services only to Voice services), the user license is updated as follows:

        • The user is either placed in the staging queue until the license update is synced and then provisioned with services; or

        • The user is provisioned without a staging process

        The tenant staging schedule sync for Microsoft Teams is disabled by default on install. You can enable the sync schedule and update its execution schedule.

      • If Tenant dial plan, Calling line identity and Online voice routing policy values are set, these will be used.

    • From the Line URI drop-down, choose a number; alternatively, select Use next available line to automatically populate the Line URI field with the next available line.

      Note

      • If filtering is enabled at the current hierarchy you can select a line filter, then select a line from the filtered subset of lines returned by the filter. For details, see Manage number filters.

      • The Line URI and Use next available line fields display only when Feature Type is PhoneSystem, or Manage Licenses is enabled (via the MS Teams tab in the site default docs).

      • The Line URI drop-down displays available lines (staged lines and lines reserved for other users are excluded), with the vendor and line type shown in brackets, for example, Microsoft - CallingPlan. Lines types may be: Direct Routing, Calling Plan, or Operator Connect

      • When choosing a line, the INI will eventually update to this number.

      • By default, Use next available line is disabled. When enabled, the system prioritizes local numbers, numbers available at the current site, before checking for available numbers from higher levels in the hierarchy. Additionally,

        • When used with a filter, the system selects the first available line returned from the filter.

        • A user without a line is assigned the next available line.

        • If the user has an existing line, this line is replaced by the next available line.

        • Staged numbers are considered unavailable and won’t be used.

        • Reserved numbers are excluded (numbers reserved for the user you’re working with and numbers reserved for other users). See Reserve numbers for a user

      • Enterprise Voice Enabled is deprecated since PowerShell V4.0.0, so setting a value for this option is no longer required. Thus, to enable a licensed user for Enterprise Voice in Quick Add User, assign a line (choose a number from Line URI) and ensure that the Feature Type field displays value Teams, PhoneSystem. Alternatively, choose a Quick Add Group that has a configuration template set up to enable Enterprise Voice for licensed users, regardless of whether a line is assigned.

        To disable Enterprise Voice for this user (or to enable it again in future), this is done via the user’s account settings (relation/MicrosoftSubscriber). See Microsoft users

    • If a Quick Add Group is selected and related values are set, the Tenant dial plan, Calling line identity and Online voice routing policy fields, will take those values, else values from the site defaults (SDD).

      Choosing different values will overwrite QAG or site defaults (SDD) values.

    • From Calling Line Identity, assign a calling line identity for this user, or use the value that comes from the QAG.

    • Click Save.

  5. Go to User Staging to view the user in the staging queue.

    Note

    The user is placed in the staging queue (with all configuration applied) while waiting for the cloud to sync in. Once the licensed user appears in the Microsoft Teams portal, a second, targeted sync is triggered (if the schedule is enabled), which searches only for staged users (not all users from the tenant). Once the sync completes, the user becomes fully provisioned and the number is flagged as used.

    The user receives a welcome email (if you’ve chosen this option and you have a SMTP server configured).

    You can also immediately un-stage a user waiting in the staging queue. This executes a direct sync to the Microsoft cloud to determine whether the user has appeared in MS Teams after their licensing update.

  6. Verify that the user is configured and licensed:

    • Go to Users.

      Note

      The Located At column on the Users list displays the hierarchy location of each user added to the system, for example, customer or site.

    • Click on the user to view their settings.

    • On the MS Licenses tab, view the user’s license details.

    • On the MS Teams tab, verify the following:

      • The user’s number is allocated

      • Policies are assigned

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