.. _index-uc-automation:

UC Automation
########################


:bdg:`UC Automation`


.. tab-set::

   .. tab-item:: Get Started

      UC Automation delivers comprehensive, end-to-end orchestration across provisioning, 
      lifecycle management, and remediation. It combines the VOSS Core Platform with specialized 
      features designed to automate MACDs in voice environments.


      .. grid:: 1 2 3 3
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         .. grid-item-card:: Introduction
            :link: index-voss-core.html
            :class-card: sd-shadow-sm sd-hover-raise

            Get started with VOSS core concepts and tools. Learn how 
            dashboards, menus, hierarchies, and 
            roles fit together, configure RBAC, and customize your system.

         .. grid-item-card:: Install & Upgrade
            :link: src/user/index-install-and-upgrade-chapters.html
            :class-card: sd-shadow-sm sd-hover-raise

            Step-by-step install and upgrade guidance for the VOSS Core Platform and products, including prerequisites, 
            safety checks, and rollback options. Includes a setup quickstart guided path to minimal 
            configuration, and validation. 




   .. tab-item:: Configure & Manage

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         .. grid-item-card:: Onboarding guides
            :link: src/user/ch-feat-quick-start-guides.html
            :class-card: sd-shadow-sm sd-hover-raise

            Quickstart guides for onboarding in UC Automation.


         .. grid-item-card:: Microsoft Apps
            :link: src/user/ch-feat-app-integration-and-detailed-settings.html#microsoft-overview
            :class-card: sd-shadow-sm sd-hover-raise

            Connect Microsoft Teams, sync Azure users, and manage service accounts and policies from one place.


         .. grid-item-card:: Webex Features
            :link: src/user/ch-feat-app-integration-and-detailed-settings.html#webex-overview
            :class-card: sd-shadow-sm sd-hover-raise

            Integrate Webex, assign licenses, and configure auto-attendants, devices, and call flows.


      
         .. grid-item-card:: Cisco Apps
            :link: src/user/ch-feat-app-integration-and-detailed-settings.html#cisco-ucm-detailed-configuration
            :class-card: sd-shadow-sm sd-hover-raise

            Manage Cisco UCM servers and devices, including dial plan components and device pools, via unified workflows.

         .. grid-item-card:: Cisco UCCX Configuration
            :link: src/user/ch-feat-app-integration-and-detailed-settings.html#cisco-uccx-management
            :class-card: sd-shadow-sm sd-hover-raise

            Add and configure Cisco Webex Contact Center Express (UCCX) server, teams, agents and agent lines, 
            skills, resource groups, services, and service queues.


         .. grid-item-card:: Manage Number Inventory & Assignments
            :link: src/user/ch-feat-number-management.html
            :class-card: sd-shadow-sm sd-hover-raise

            Add, track, reserve, and assign numbers; manage number ranges and cooling; run inventory audits; and configure E164 associations for users and services.


         .. grid-item-card:: Manage Users, Devices & UC Services
            :link: src/user/ch-feat-users-and-services.html
            :class-card: sd-shadow-sm sd-hover-raise

            Onboard users, manage services and devices, sync directories, and control authentication and provisioning.

         .. grid-item-card:: Configure Call Groups & Call Handling
            :link: src/user/ch-feat-call-groups.html
            :class-card: sd-shadow-sm sd-hover-raise

            Create and manage call groups, auto attendants, call queues, resource accounts, and pickup groups 
            across supported UC environments.

         .. grid-item-card:: Manage Meeting Rooms
            :link: src/user/ch-feat-meeting-room-management.html
            :class-card: sd-shadow-sm sd-hover-raise

            Configure, manage, and monitor meeting room devices and services. Detect and resolve 
            issues impacting meeting rooms, and understand how rooms are being used.

         .. grid-item-card:: Self-service Administration
            :link: src/user/ch-feat-self-service-admin.html
            :class-card: sd-shadow-sm sd-hover-raise

            Configure and manage Self-service features and Self-service user access and authentication.


   .. tab-item:: Release Information

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         .. grid-item-card:: What's New by Version & Release Notes
            :link: src/user/whats-new.html
            :class-card: sd-shadow-sm sd-hover-raise

            Summary of new and changed features by version, and release notes for the latest 
            version and older versions.


         .. grid-item-card:: Compatibility Matrix
            :link: src/user/index-compatibility-matrix.html
            :class-card: sd-shadow-sm sd-hover-raise

            Supported versions and application interoperability across vendors. Including browser and VMWare support.

         .. grid-item-card:: Explore by Feature
            :link: src/user/index-explore-by-feature-chapters.html
            :class-card: sd-shadow-sm sd-hover-raise

            Browse all features available in this release for the Core and product suite.





   .. tab-item:: Documentation
      :sync: docs


      .. tab-set::

         .. tab-item:: User Guides

            **Administration and Use**
            
            Guides for deploying, managing, and operating Automate.

            .. list-table::
               :widths: 40 60
               :header-rows: 1
               :class: sd-table-hover

               * - Guide Name
                 - Description
               * - `UC Automation User Guide <product/uc-automation/index-uc-automation-guide.html>`_
                 - Comprehensive guide to all features of the UC Automation product.
               * - `VOSS Core Guide <src/user/index-voss-core-guide-chapters.html>`_
                 - Comprehensive guide to all VOSS Core features.
               * - `Platform Guide <src/user/platform/index.html>`_
                 - Installation, upgrades, and clustering.
               * - `Self-service <src/user/selfservice/index.html>`_
                 - User instructions for personal phones.
               * - `Best Practices <src/user/best-practices/index-best-practices.html>`_
                 - Critical operations and performance.

         .. tab-item:: Install & Upgrade

            **Planning and Installation**

            Guides for installing and upgrading Automate.

            .. list-table::
               :widths: 30 60 10
               :header-rows: 1
               :class: sd-table-hover

               * - Guide Name
                 - Description
                 - PDF
               * - `Install Guide <src/user/install/index-enterprise.html>`_
                 - Step-by-step instructions.
                 - N/A
               * - `Product Compatibility Matrix <src/user/index-compatibility-matrix.html>`_
                 - Version compatibility for apps.
                 - :download:`PDF <https://documentation.voss-solutions.com/compatibility-matrix/Compatibility-Matrix.pdf>`
               * - `Architecture & Hardware <src/user/index-arch-hardware-spec.html>`_
                 - Deployment best practices.
                 - N/A


         .. tab-item:: Administration

            **Advanced Administration**

            Advanced administration guides.

            .. list-table::
               :widths: 40 60
               :header-rows: 1
               :class: sd-table-hover

               * - Resource
                 - Description
               * - `Multi-Cluster Deployments Technical Guide <src/user/multi-cluster-deploy/index.html>`_
                 - Overview of current support for multi-cluster customer deployments, offering several best 
                   practice recommendations related to Global Directory Search, User Integrations, Day 2 User and 
                   Feature Provisioning, Dial Plan Management, Overbuild, etc.
               * - `Advanced Configuration Guide <src/user/index-adv-config.html>`_
                 - Describes specific high level tasks performed by administrators higher than Provider level, such as  
                   System Monitoring, Login Banners, Feature Package Customization (for example, Field Display Policies).
               * - `Provider HCS Dial Plan Management Support Guide <src/user/dialplan/index-dialplan.html>`_
                 - Describes how the dial plan model can be integrated into the platform and the service 
                   provider infrastructure with minimal effort. The dial plan model configures not only end 
                   customer equipment but also the interaction with aggregation layers. This guide provides the 
                   standard configurations; service providers must customize parts of the model for specific 
                   environments.


   .. tab-item:: Resources

      General resources, including training videos, flowcharts, glossary, Index.

      .. tab-set::

         .. tab-item:: Videos

            .. card:: Video Details         

               .. raw:: html

                  <p style="text-align:right"><a href="https://documentation.voss-solutions.com/tutorials/docs_videos/index.html"><i style="vertical-align:bottom" class="material-icons">videocam</i>&nbsp;Automate Tutorials</a>
                  </p>
                  <p>A collection of VOSS video tutorials that walk you through common tasks, advanced workflows, 
                     and real-world scenarios. Links can be found in these topics:
                     <ul>
                        <li><a href="src/user/concepts-introduction-to-the-admin-gui.html" target="_blank">GUI Basics - Getting Started</a></li>
                        <li><a href="src/user/concepts-hierarchy.html" target="_blank">Hierarchy Concepts</a></li>
                        <li><a href="src/user/concepts-macros.html" target="_blank">Macros Information</a></li>
                        <li><a href="src/user/concepts-transaction-logging-audit.html" target="_blank">Transactions</a></li>
                        <li><a href="src/user/concepts-working-with-lists.html" target="_blank">GUI Basics - Lists Overview</a></li>
                        <li><a href="src/user/credential-policies.html" target="_blank">Credential Policy</a></li>
                        <li><a href="src/user/best-practices/best-prac-architecture.html" target="_blank">Core System Principles</a></li>
                        <li><a href="src/user/install/automate-system-hardware-specification.html" target="_blank">Architecture and Disaster Recovery</a></li>
                        <li><a href="src/user/concepts-menu-layout.html" target="_blank">Menu Layouts</a></li>
                        <li><a href="src/user/field-display-policies.html" target="_blank">Field Display Policies</a></li>
                        <li><a href="src/user/concepts-bulk-load.html" target="_blank">Bulk load</a></li>
                     </ul>
                  </p>
        
        
         .. tab-item:: Flowcharts     
        
            .. card:: Flowcharts Details         
                        
               Flowcharts links available in the documentation.
                        
               .. raw:: html

                  <p>
                     <ul>
                        <li><a href="src/user/run-dni-audit-tool.html#index-0" target="_blank">Audit Number Inventory</a></li>
                        <li><a href="src/user/webex-app.html#index-2" target="_blank">Cisco Webex Workflow</a></li>
                        <li><a href="src/user/config-automate-for-ms-services.html#index-0" target="_blank">Configure Automate for Microsoft Services</a></li>
                        <li><a href="src/user/dn-inventory-management.html#index-0" target="_blank">E164 Inventory Management (Provider)</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-6" target="_blank">End to end Customer and Site Dial Plans</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-2" target="_blank">End to end Customer Level Configuration</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-8" target="_blank">End to end Customer Services</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-5" target="_blank">End to end Data Sync</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-1" target="_blank">End to end Hierarchies and Customer Configuration</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-4" target="_blank">End to end Manage Devices (Cisco &amp; MSFT)</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-3" target="_blank">End to end Manage Devices (General &amp; VOSS)</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-10" target="_blank">Manage users</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-7" target="_blank">End to end Number Management</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-9" target="_blank">End to end User Import</a></li>
                        <li><a href="src/user/end-to-end-customer-process.html#index-0" target="_blank">End-to-End Customer Process with Multi-vendor</a></li>
                        <li><a href="src/user/flow-through-provisioning.html#index-0" target="_blank">Flow Through Provisioning Workflow</a></li>
                        <li><a href="src/user/install-web-service-PBR.html#index-2" target="_blank">Install Phone Based Registration</a></li>
                        <li><a href="src/user/sync-azure-users.html#index-0" target="_blank">Microsoft Configuration</a></li>
                        <li><a href="src/user/concepts-ms-exchange.html#index-0" target="_blank">Microsoft Exchange Overview</a></li>
                        <li><a href="src/user/concepts-microsoft-overview.html#index-0" target="_blank">Microsoft Overview</a></li>
                        <li><a href="src/user/microsoft-quick-start.html#index-0" target="_blank">Microsoft Quick Start</a></li>
                        <li><a href="src/user/ms-subscribers.html#index-0" target="_blank">Microsoft users</a></li>
                        <li><a href="src/user/sync-ms-users-to-sites.html#index-0" target="_blank">Microsoft User Move Configuration</a></li>
                        <li><a href="src/user/hybrid-cisco-microsoft-conversion.html#index-0" target="_blank">Microsoft-Cisco Hybrid Overview</a></li>
                        <li><a href="src/user/concepts-directory-number-cooling.html#index-0" target="_blank">Number Cooling</a></li>
                        <li><a href="src/user/configure-PBR-add-on.html#index-0" target="_blank">Phone Based Registration Configuration Per Customer</a></li>
                        <li><a href="src/user/intro-PBR.html#index-1" target="_blank">Phone Based Registration Overview</a></li>
                        <li><a href="src/user/high-level-overview-PBR.html#index-0" target="_blank">Register a Phone</a></li>
                        <li><a href="src/user/setup-CUCM-for-PBR.html#index-0" target="_blank">Set up Phone Based Registration</a></li>
                        <li><a href="src/user/entitlement.html#index-0" target="_blank">Setting up Entitlement</a></li>
                        <li><a href="src/user/webex-app-user-management.html#index-0" target="_blank">Sync with Flow Through for Cisco Webex</a></li>
                        <li><a href="src/user/microsoft-device-mgt.html#index-0" target="_blank">Automate Authentication and Authorization for Microsoft</a></li>
                     </ul>
                  </p>

         .. tab-item:: Glossary and Index     
        
            .. card:: Glossary and Index Details         
        
               Common terms explained in the :doc:`Glossary <src/user/glossary>` and an :doc:`alphabetical index <genindex>` 
               for features, flowcharts, CLI commands, and macros
        
               .. raw:: html 

                  <table border="1" class="docutils">
                     <colgroup>
                        <col width="30%" />
                        <col width="70%" />
                     </colgroup>
                     <tbody valign="top">
                        <tr class="row-even">
                           <td><a href="src/user/glossary.html" target="_blank">Glossary in Core Feature Guide</a></td>
                           <td>Commonly used terms and acronyms</td>
                        </tr>
                        <tr class="row-even">
                           <td><a href="genindex.html" target="_blank">Alphabetical Index</a></td>
                           <td>Features, Flowcharts, CLI commands, Macro function reference</td>
                        </tr>
                     </tbody>
                  </table>