End-user provisioning workflow#

This topic describes an example end-user provisioning workflow.

Prerequisites:

Complete the following customer onboarding tasks before performing end-user provisioning with Automate:

  • Devices defined (UCM, UC apps, WebEx)

  • Network Device Lists (NDLs) created

  • Single Sign On enabled, if necessary

  • LDAP integration enabled, if necessary

  • Any customer equipment to be monitored defined

  • Customer sites defined with associated NDLs

  • Customer and site dial plans configured

  • Directory Number Inventory configured

  • Voice Mail service defined and associated with a customer

Note

If you’re syncing in users with a number that already exists at a site, by default, the system creates a duplicate of the number. To prevent duplicate numbers in the number inventory, enable the following global settings: Prevent duplicate numbers.

To perform end-user provisioning:

Note

Not all steps apply for all customers. Some steps can be performed in alternate order.

  1. Sync users from the LDAP server:

    • Set up LDAP for user syncs

    • Sync users from LDAP

  2. If LDAP sync is not used and users are provisioned on Cisco UCM, you can sync users from Cisco UCM. For more information, see Sync Cisco UCM users, lines, and phones.

  3. In addition to synchronizing users, you can manually create users. Refer to Add admin user.

  4. (Optional) You can explicitly assign a credential policy to a user. For more information, see Assign a credential policy to a user.

  5. Move users to sites using any of the following methods:

    1. Define move filters. Refer to Create a filter to move users.

    2. Enable automatic user moves for synchronization. For more information, see Automatically move users synced from Cisco UCM.

    3. Manually move users. Refer to Move users.

  6. Push manually created and LDAP-synced users to Cisco UCM. Refer to Manually add users to Cisco UCM.

  7. Manage users. Refer to Add a user):

    1. Configure a phone with a line.

    2. Associate a phone to a user.

    3. (Optional, Provider) Change the Class of Service for the user from the Class of Service set in the Site Defaults. For more information, see Configure Class of Service.

  8. (Optional) Associate voice mail to a user (see under Add a user):

    1. Associate the voice mail service to a user.

    2. Associate a voice mail profile to a line.

    3. Enable call forward to voice mail.

    4. Reset a phone.

  9. (Optional) Associate the extension mobility service to a user (see under: Add a user):

    1. Add Login/Logout Service on UCM.

    2. Import UC services and service profiles.

    3. Subscribe the Login/Logout service to a phone.

    4. Associate the extension mobility service to a user.

  10. (Optional) Configure conferencing. For more information (see Introduction to conferencing and Add a user).

  11. Configure single number reach for a user (see under: Add a user).

  12. Associate a service profile to a user and enable IM and Presence.