.. _move-user-without-services:
Move user (without services)
----------------------------------
.. _21.4-PB4|EKB-14772:
.. tip::
:ref:`use-action-search-to-navigate-automate`
Overview
.........
You can move users between any hierarchy nodes at or below the hierarchy node
where the users were originally created or synced in. Typically, users synced in
at a Customer hierarchy node are moved to various customer sites.
When moving a user, you will choose their role at the target hierarchy.
.. image:: /src/images/move-users.png
You will need to consider the restrictions that apply when moving users:
.. tabularcolumns:: |p{4cm}|p{11cm}|
+----------------------------------+--------------------------------------------------------------+
| Scenario | Description |
+==================================+==============================================================+
| Moving users pushed to UCM | * Cisco UCM users can only be moved down the hierarchy. For |
| | example, from Customer to Site. |
| | * A Network Device List (NDL) containing the same UCM the |
| | users were pushed to must be referenced at or below the |
| | target hierarchy node. |
+----------------------------------+--------------------------------------------------------------+
| Moving users between sites | * (Enterprise and Provider) You can't move users between |
| | customers. |
| | * (Enterprise deployments) You can't move users from one |
| | site to another site as this will fail with dialplan |
| | errors. |
| | * (Provider deployments) You can only move users between |
| | sites that: |
| | |
| | * Reference the same NDL |
| | * Have the same type of site dial plan |
| | * Are associated with the same country |
+----------------------------------+--------------------------------------------------------------+
.. note::
When moving a user for SLC dialplan the lines associated to the agent line
and the shared line show warnings in the form of logs.
.. rubric:: Related topics
*
.. raw:: latex
Create a Filter to Move Users in the Core Feature Guide
.. raw:: html
Create a Filter to Move Users
*
.. raw:: latex
Configure CUCM server to automatically move synced in UCM users in the Core Feature Guide
.. raw:: html
Configure CUCM server to automatically move synced in UCM users
.. _move-users-customer-to-site:
Move user from customer to site
..................................
.. _19.1.2|VOSS-541:
This procedure moves users from a customer to a site.
**Pre-requisites**:
* Create relevant filters. See :ref:`define-filter`
**To move a user from the customer level to a site**:
1. In the Admin Portal, go to **Move user (without services)**.
2. From the **Action** drop-down, choose an option for moving the user/s:
.. tabularcolumns:: |p{4cm}|p{11cm}|
+-------------------------+--------------------------------------------------------------+
| Action | Description |
+=========================+==============================================================+
| Move users by filters | Moves users based on one or more user attributes, for |
| | example, City or Street. |
| | |
| | a. At **Move From Hierarchy**, select the hierarchy node |
| | from which you are moving the user. |
| | b. At **Filters**, choose one or more move filters from the |
| | **Available** list, and click the arrow to move the |
| | filters to the **Selected** list. Click the up/down |
| | arrows to change the order of the filters, which |
| | determines the order in which they are applied. |
+-------------------------+--------------------------------------------------------------+
| Move users by usernames | Moves multiple users at once, by their username (bulk move). |
| | |
| | a. At **Move From Hierarchy**, choose the |
| | hierarchy node from which you are moving the users. |
| | b. From the **Move To Hierarchy** drop-down, choose the |
| | target hierarchy node. |
| | c. From the **Set Default Role** drop-down, choose the |
| | default role for the moved users. This default role will |
| | be assigned to the moved users unless valid LDAP Custom |
| | Role Mappings have been configured, which take |
| | precedence over the default role. |
| | d. Click **Users +**, and from the drop-down, choose the |
| | user to move, repeat for each user you want to move. |
| | Alternatively select the **Move All Users** checkbox to |
| | select all the users. |
+-------------------------+--------------------------------------------------------------+
| Move user by username | Move a single user, by their username. |
| | |
| | a. At **User**, choose the user to move. |
| | b. At **Move To Hierarchy**, choose the |
| | target hierarchy node. |
| | c. From the **Set Default Role** drop-down, choose the |
| | default role to assign to the moved user. This default |
| | role will be assigned to the moved users unless valid |
| | LDAP Custom Role Mappings have been configured, which |
| | take precedence over the default role. |
| | |
| | The list of available roles will include those where |
| | the **Hierarchies Allowed** list of the role contains the |
| | target hierarchy selected in the **Move To Hierarchy** |
| | list. [#]_ |
| | |
+-------------------------+--------------------------------------------------------------+
3. Click **Save**. Users are moved.
4. Go to the **Users** page to verify that users were moved to the correct target hierarchy.
.. [#] See: :ref:`role-management`.
.. rubric:: Related topics
*
.. raw:: latex
For details on moving customers by username, see LDAP custom role mappings in the Core Feature Guide.
.. raw:: html
LDAP custom role mappings
Move users from one site to another site
..........................................
:bdg-secondary:`provider-only`
As an administrator, you can move users from one site to another with their
assigned devices and services intact.
.. note::
Certain conditions must be met for a site-to-site move to succeed. These conditions differ slightly
for users in non-SLC dial plans and users in SLC dial plans.
Move users between sites with non-SLC dial plans
''''''''''''''''''''''''''''''''''''''''''''''''''
When moving a user with their devices and services between sites with a non-SLC
dial plan configured, Automate checks the following conditions:
* Both sites must be configured with a SLC dial plan.
* Both sites must use the same NDL.
* Both sites are in the same country.
* The SyncTo hierarchy is a parent of both sites.
* The target site data/SiteDefaultsDoc contains the required default
settings (that is, they are not empty nor null).
* The role is valid at the target site.
When moving a user from one (non-SLC) site to another (non-SLC) site, the
following models and relations are moved with the user:
* ``relation/User``
* ``relation/Voicemail``
* ``relation/Subscriber``
* ``relation/SparkUser``
* ``relation/LineRelation``
* ``relation/HcsCucmCcTagREL``
* ``data/InternalNumberInventory``
Various fields are updated for the target site (by the target site's site defaults) for the models that are
moved. These fields include (but are not limited to), the following:
* Voicemail Pilot Numbers
* UCM Device Pool
* UCM Location
* UCM Region, and others
The following fields are updated for the ``device/cucm/Line`` model:
* Calling Search Space Name
* Route Partition Name
* Share Line Appearance Css Name
The following models are updated for ``relation/Subscriber``:
* Device Profile
* Remote Destination Profile
* Phones
Each of these models contains a **Lines** field, which in turn can contain individual
lines. In a site-to-site move, the E164 Mask and Route Partition Name fields are
updated for each line contained in these models.
Additionally, the move updates some fields within these individual models:
* Remote Destination Profile
* Device Pool Name
* Route Partition Name within the Line Associations
* Phones
* Device Pool Name
* Location Name
You will need to update these values if you wish to use the overbuild with your
existing Cisco UCM data in the future.
The following models trigger a warning message when you attempt to move them from
one site to another. While Automate does not prevent you from moving these models,
a system message describes the possible implications for moving them:
* E.164 associations
* Call pickup groups
* Hunt lists
.. note::
When using an API for a older version of Automate (prior to v11.5.1), the Move Users
function has the previous behavior. Devices and services do not move with a user.
Move users between non-SLC sites with directory number routing configured
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
For moves between non-SLC sites with directory number routing (DNR) configured at
*either* site, a system message is triggered to warn that any lines associated to the user
being moved may not work correctly unless you take one of the recommended actions
provided. See the Advanced Configuration Guide to perform the first recommended
action.
Move users between sites with SLC dial plan configured
''''''''''''''''''''''''''''''''''''''''''''''''''''''''
When moving users between sites with a SLC dial plan configured, the required
conditions are the same as with non-SLC plans. The only difference is that no
error is triggered when the system check detects an SLC dial plan configuration
for the customer.
.. note::
When moving users from a dial plan site to a non-dial plan site, the users are
set to a default CSS.
When moving users from one SLC site to another SLC site, the same models and relations are
moved as for sites with non-SLC dial plans, with the following exceptions:
* When moving ``relation/Subscriber`` -> Lines:
* Lines are disassociated from all phones and the relation.
* Removing the line from **Phones** should remove the primary line from the relation.
These models are **not** handled when moving SLC dial plans, because the line
does not move:
* Internal Number Inventory (INI)
* E.164 Association
* E164 Inventory
* Call Pickup Group
* Hunt List
The following models trigger a warning message when you attempt to move them from
one site to another. While Automate does not prevent you from moving these models,
a system message notifies you of the possible implications of moving them:
* Agent line associations
* Lines associated to a user's phones, device profile, or RDP
* Voicemail
Moving Microsoft users
.......................
Moving a Microsoft user manually (via **Move User**) also moves the following models:
* device/msgraph/MsolUser
* device/msteamsonline/CsOnlineUser
* device/msexchangeonline/UserMailbox
These models are moved regardless of the source and target hierarchies.