.. _site-defaults:



Site defaults
--------------


.. _18.2|VOSSSOL-7876:
.. _12.5(1)|VOSSSOL-7876:
.. _18.1-Patch-Bundle-3|VOSSSOL-7876:
.. _18.1-Patch-Bundle-3|EKB-944:
.. _19.2.1|VOSS-637:
.. _20.1.1|VOSS-670|EKB-4062:
.. _19.3.4|VOSS-696:
.. _21.1|VOSS-847:
.. _21.3|EKB-11022:
.. _21.3|VOSS-962|EKB-11138:
.. _21.3|EKB-11892:
.. _21.3-PB1|VOSS-1072|EKB-12869:
.. _21.3-PB1|VOSS-1072|EKB-12954:
.. _21.3-PB1|EKB-12904:
.. _21.3-PB3|EKB-13017:
.. _21.4-PB2|VOSS-1214:
.. _21.4-PB3|VOSS-1230|EKB-16572:
.. _21.4-PB4|EKB-14772:
.. _21.4-PB5|EKB-19056:
.. _25.2|EKB-25035:
.. _25.4|EKB-27555:


.. tip:: 

   :ref:`use-action-search-to-navigate-automate`



Overview 
..........


Site defaults provide the default values for several of the tasks performed during onboarding. When
creating a site, a site defaults instance is created on the site, having the same name as the
new site, and pre-populated with several default values.

For Provider deployments, when creating a Cisco HCS site dial plan, the site
defaults on the site are updated with dial-plan-related attributes that are
affected by the deployed site dial plan. Any related existing values are overwritten.
When the site dial plan is removed, these values are reset (set to empty) in the site
defaults.

The Site Defaults Doc (SDD) is useful for managing multi-site, multi-country
customers. A SDD allows a Provider administrator (or higher) to define geo-specific
information at a site level, allowing multinational sites to stay in sync.

Geo-specific information includes CUCM user-locale and network-locale defaults,
as well as the CUC time zone and language defaults.

Site defaults may also be used to include a site for the overbuild, an Automate process that 
syncs in users, and which may include moving users to sites (based on model filter criteria chosen 
for the site defaults), and assigning services to s at the sites (when flow through 
provisioning is enabled).




Configure site defaults 
.........................

This procedure displays and updates site defaults.


1. Log in to the Automate Admin Portal as Provider, Reseller, or Customer admin.

2. Go to **Site Defaults**, then select the relevant site to open its site default settings. 

3. Click through the tabs of the **Site Defaults** to modify site default values. See :ref:`site-defaults-settings`. 

4.  Save your changes.

    .. note::

       * Field descriptions for the tabs on this screen are documented below.

       * Note that the SDD also contains ten custom string fields and ten custom boolean fields,
         which are, by default, untitled and hidden:

         * ``custom_string_1`` to ``custom_string_10``
         * ``custom_boolean_1`` to ``custom_boolean_10``

         To enable and use these fields, higher-level administrators can modify the field display
         policy (FDP) for the SDD (at a specific hierarchy). Once the fields are available,
         designers can reference the fields in custom configuration templates and workflows.


.. rubric:: Related topics

*
  .. raw:: latex

     Site Defaults Doc Templates in the Core Feature Guide.

  .. raw:: html

     <a href="concepts-site-defaults-doc-templates.html">Site Defaults Doc Templates</a>


.. _site-defaults-settings:

Site defaults settings 
..........................

On the site **Defaults** page, you can view and edit a site's default settings (the site 
defaults document, or SDD). 


You can configure settings on the following tabs/panels on this page: 

* :ref:`general-defaults-tab` 
* :ref:`device-defaults-tab` 
* :ref:`line-defaults-tab`
* :ref:`user-defaults-tab`
* :ref:`cuc-defaults-tab`
* :ref:`hotdial-defaults-tab`
* :ref:`overbuild-defaults-tab`
* :ref:`move-filter-criteria-tab`
* :ref:`ms-teams-tab`
* :ref:`webex-tab`


.. _general-defaults-tab:

General Defaults tab
''''''''''''''''''''''


.. tabularcolumns:: |p{4cm}|p{11cm}|

+---------------------------+---------------------------------------------+
| Option                    | Default Value                               |
+===========================+=============================================+
| Name                      | Mandatory. The same name as the site.       |
|                           |                                             |
|                           | Only one instance of site defaults exists   |
|                           | for a site.                                 |
+---------------------------+---------------------------------------------+
| Default CUCM Device Pool  | Cu{CustomerId}Si{SiteId}-DevicePool         |
|                           |                                             |
+---------------------------+---------------------------------------------+
| Default CUCM Location     | Cu{CustomerId}Si{SiteId}-Location           |
+---------------------------+---------------------------------------------+
| Default CUCM Region       | Cu{CustomerId}Si{SiteId}-Region             |
+---------------------------+---------------------------------------------+
| Default CUCM Date/Time    | CMLocal                                     |
| Group                     |                                             |
|                           | For Provider deployments, choose from the   |
|                           | drop-down list.                             |
+---------------------------+---------------------------------------------+
| Default User Locale       | The user locale identifies a set of         |
|                           | detailed information to support users at    |
|                           | the specific location, including language   |
|                           | and font. Choose the required user locale   |
|                           | from the drop-down list, which contains all |
|                           | user locales available on the CUCM at the   |
|                           | selected location.                          |
+---------------------------+---------------------------------------------+
| Default Network Locale    | The network locale contains a definition of |
|                           | the tones and cadences that the phones and  |
|                           | gateways use at the specific location.      |
|                           | Choose the required network locale from the |
|                           | drop-down list, which contains all network  |
|                           | locales available on the CUCM at the        |
|                           | selected location.                          |
+---------------------------+---------------------------------------------+
| Default User Profile (for | Choose from the drop-down list.             |
| User Self Provisioning)   |                                             |
+---------------------------+---------------------------------------------+
| Default CUCM Hunt Pilot   | Cu{CustomerId}Si{SiteId}-Feature-PT         |
| Partition                 |                                             |
+---------------------------+---------------------------------------------+
| Default CUCM Call Pickup  | Cu{CustomerId}Si{SiteId}-Feature-PT         |
| Partition                 |                                             |
+---------------------------+---------------------------------------------+
| Default CUCM Call Park    | Cu{CustomerId}Si{SiteId}-Feature-PT         |
| Partition                 |                                             |
+---------------------------+---------------------------------------------+
| Default CUCM MeetMe       | Cu{CustomerId}Si{SiteId}-Feature-PT         |
| Partition                 |                                             |
+---------------------------+---------------------------------------------+
| Default CUCM Group        | Defined via a macro in the                  |
|                           | CUSTOMER_TEMPLATE and the algorithm chosen  |
|                           | for CUCM Group selection, either *Least     |
|                           | Utilized* or *Default*.                     |
|                           |                                             |
|                           | See CUCM Group Selection in the Core        |
|                           | Feature Guide for details.                  | 
+---------------------------+---------------------------------------------+


.. rubric:: Related topics

*
  .. raw:: latex

     CUCM Group Selection in the Core Feature Guide.

  .. raw:: html

     <a href="concepts-cucm-group-selection.html">CUCM Group Selection</a>

*
  .. raw:: latex

     Configure CUCM Groups in the Provider HCS Dial Plan Management Support Guide.

  .. raw:: html

     <a href="dialplan/Configure-Cisco-Unified-Communications-Manager-Groups.html">Configure CUCM Groups</a>


.. _device-defaults-tab:

Device Defaults tab
''''''''''''''''''''

Values on the **Device Defaults** tab are applied to the configuration template
associated with adding a  (SubcriberPhonePrePopulate).

.. tabularcolumns:: |p{4cm}|p{11cm}|

+------------------------------+---------------------------------------------+
| Option                       | Default Value                               |
+==============================+=============================================+
| Default CUCM Phone Product   | Cisco 9971                                  |
+------------------------------+---------------------------------------------+
| Default CUCM Phone Protocol  | SIP                                         |
+------------------------------+---------------------------------------------+
| Default CUCM Phone Button    | Standard 9971 SIP                           |
| Template                     |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Phone Security  | Cisco 9971 - Standard SIP Non-Secure        |
| Profile                      | Profile                                     |
+------------------------------+---------------------------------------------+
| Default CUCM Phone Softkey   | Standard User                               |
| Template                     |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Phone SIP       | Standard SIP Profile                        |
| Profile                      |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Phone           | Standard Presence Group                     |
| Presence Group               |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Phone Common    | Standard Common Phone Profile               |
| Profile                      |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Phone Line E164 | Enter a E164 mask value that will be        |
| Mask                         | applied as a default when devices have not  |
|                              | been configured with static values.         |
+------------------------------+---------------------------------------------+
| Default CUCM Device CSS      | Cu{CustomerId}Si{SiteId}-{countryIsoCode}-  |
|                              | DP-Emer-CSS                                 |
+------------------------------+---------------------------------------------+
| Default CUCM User Subscribe  | Internal-CSS                                |
| CSS                          |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Phone Subscribe | Cu{CustomerId}Si{SiteId}-InternalOnly-CSS   |
| CSS                          |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Device Profile  | Cisco 9971                                  |
| Product                      |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Device Profile  | SIP                                         |
| Protocol                     |                                             |
|                              |                                             |
|                              | When adding a phone (or when choosing a     |
|                              | phone for a user), the phone type you       |
|                              | choose must support the protocol you wish   | 
|                              | to use (SIP or SCCP).                       | 
|                              | If the phone type does not support          |
|                              | the protocol, the protocol defaults to the  |
|                              | protocol value set up in the site defaults  |
|                              | (if the phone type supports the default     |
|                              | protocol).                                  |
+------------------------------+---------------------------------------------+
| Default CUCM Device Profile  | Standard 9971 SIP                           |
| Button Template              |                                             |
+------------------------------+---------------------------------------------+

.. tabularcolumns:: |p{4cm}|p{11cm}|

+------------------------------+---------------------------------------------+
| Option                       | Default Value                               |
+==============================+=============================================+
| Default CUCM Device Profile  | None. Enter a E164 mask value that will be  |
| Line E164 Mask               | applied as a default when devices have not  |
|                              | been configured with static values.         |
+------------------------------+---------------------------------------------+
| Default CUCM Device Profile  | None                                        |
| EMCC CSS                     |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Remote          | None                                        |
| Destination Profile CSS      |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Remote          | None                                        |
| Destination Profile          |                                             |
| ReRouting CSS                |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Remote          | None. Enter a E164 mask value that will be  |
| Destination Profile Line     | applied as a default when devices have not  |
| E164 Mask                    | been configured with static values.         |
+------------------------------+---------------------------------------------+
| Use National Mask Format     | When this check box is selected, the E164   |
|                              | Mask will use the National format of the    |
|                              | associated E164 Number.                     |
|                              |                                             |
|                              | For example, if the E164 Number has been    |
|                              | added in the format +44 1234 5000, and this |
|                              | check box is selected, the E164 Mask on the |
|                              | device will have the International Dialing  |
|                              | Code prefix removed e.g. +44, and a '0' will|
|                              | be prefixed to the number e.g. 012345000.   |
|                              |                                             |
|                              | Note:                                       |
|                              |                                             |
|                              | For Quick Add User, set the following       |
|                              | value in the **E164 Mask** field of the     |
|                              | relevant phone, device profile and remote   |
|                              | destination profile configuration template  |
|                              | {{ macro.SDD_QAS_E164Number_MCR }}. See the |
|                              | "Reference CUCM Phone Template" CFT for     |
|                              | an example configuration.                   |
+------------------------------+---------------------------------------------+



.. _line-defaults-tab:

Line Defaults tab
''''''''''''''''''

Values on the **Line Defaults** tab are applied to the configuration template
associated with adding a line (line-cft).


.. tabularcolumns:: |p{4cm}|p{11cm}|

+------------------------------+---------------------------------------------+
| Option                       | Default Value                               |
+==============================+=============================================+
| Default CUCM Line BLF        | Standard Presence Group                     |
| Presence Group               |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Voicemail  | None                                        |
| Profile                      |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Partition  |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Alternate  | None                                        |
| E164 Partition               |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line CSS        | Cu{CustomerId}Si{SiteId}-InternalOnly-CSS   |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward CSS                  |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward No Answer CSS        |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward All CSS              |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward No Answer Internal   |                                             |
| CSS                          |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward Busy CSS             |                                             |
+------------------------------+---------------------------------------------+

.. tabularcolumns:: |p{4cm}|p{11cm}|

+------------------------------+---------------------------------------------+
| Option                       | Default Value                               |
+==============================+=============================================+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward Busy Internal CSS    |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward No Coverage CSS      |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward No Coverage Internal |                                             |
| CSS                          |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward On Failure CSS       |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward On Failure Internal  |                                             |
| CSS                          |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward Not Registered CSS   |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | CU1-DummyBlk-CSS                            |
| Forward Alternate Party CSS  |                                             |
+------------------------------+---------------------------------------------+
| Default CUCM Line Call       | Internal-CSS                                |
| Forward Secondary CSS        |                                             |
+------------------------------+---------------------------------------------+


.. _user-defaults-tab:

User Defaults tab
''''''''''''''''''''

.. tabularcolumns:: |p{4cm}|p{11cm}|

+---------------------------------------+---------------------------------------+
| Option                                | Default Value                         |
+=======================================+=======================================+
| Default System User Role              | {SiteName}SelfService                 |
+---------------------------------------+---------------------------------------+
| Default CUCM User BLF                 | Standard Presence group               |
| Presence Group                        |                                       |
+---------------------------------------+---------------------------------------+
| Default CUCM Service Profile          | None                                  |
+---------------------------------------+---------------------------------------+
| Default Self-service Language         | Choose from the drop-down list        |
|                                       | of installed Self-service languages.  |
|                                       | Default is English (en-us).           |
+---------------------------------------+---------------------------------------+

  
.. note::

   When selecting the **Default System User Role**, the selection options include roles
   where the **Hierarchies Allowed** list includes sites.
   
   .. raw:: html
   
      See: <a href="role-management.html">Add and edit roles</a>.

   .. raw:: latex

      See *Add and edit roles* in the Core Feature Guide.
  

.. _cuc-defaults-tab:

CUC Defaults tab
''''''''''''''''''

For more information about the settings on this tab, see:

.. raw:: latex

   Cisco Unity Connection Localization in the Core Feature Guide.

.. raw:: html

   <a href="reference-site-management-cuc-localization.html">Cisco Unity Connection Localization</a>



.. tabularcolumns:: |p{4cm}|p{11cm}|

+---------------------------+----------------------------------------------+
| Option                    | Default Value                                |
+===========================+==============================================+
| Default CUC Phone System  | This field is populated by the Voice Mail    |
|                           | workflow when a Voice Mail pilot number is   |
|                           | associated with a site. Likewise, the field  |
|                           | is reset (Empty) when the Voice Mail pilot   |
|                           | number is disassociated from a site.         |
+---------------------------+----------------------------------------------+
| Default CUC Subscriber    | This field is populated by the Voice Mail    |
| Template                  | workflow when a Voice Mail pilot number is   |
|                           | associated with a site. Likewise, the field  |
|                           | is reset (Empty) when the Voice Mail pilot   |
|                           | number is disassociated from a site.         |
+---------------------------+----------------------------------------------+
| Default CUC HTML          | Default\_Dynamic\_Icons                      |
| Notification Template     |                                              |
+---------------------------+----------------------------------------------+
| Default CUC SMPP Provider | None                                         |
+---------------------------+----------------------------------------------+
| Default CUC TimeZone      | None. Choose from the drop-down list, for    |
|                           | example: GMT-05:00-America-New_York. The     |
|                           | timezones available in this drop-down are    |
|                           | those added in **Services > CUC Localization |
|                           | > CUC TimeZone Filters** (see cross          |
|                           | reference below).                            |
|                           |                                              |
|                           | You can also manually enter a valid          |
|                           | timezone index value in this field, for      |
|                           | example 035 for (GMT-05:00) Eastern Time     |
|                           | (US and Canada). Note that the code entered  |
|                           | must already be installed on the CUC server  |
|                           | associated to this site.                     |
+---------------------------+----------------------------------------------+
| Default CUC Language      | None. Choose from the drop-down list, for    |
|                           | example: English-US. The languages available |
|                           | in this drop-down are those in **Services >  |
|                           | CUC Localization > CUC Language Filters**    |
|                           | (see cross reference below).                 |
|                           |                                              |
|                           | You can also manually enter a valid Locale   |
|                           | ID (LCID) value for the language in this     |
|                           | field, for example 1036 for French - France. |
|                           | Note that the code entered must already be   |
|                           | installed on the CUC server associated to    |
|                           | this site.                                   |
+---------------------------+----------------------------------------------+
| Default Language That     | None. Choose from the drop-down list:        |
| Callers Hear              |                                              |
|                           | * Inherit Language From Caller               |
|                           | * Use System Default Language                |
|                           | * [Use the User Language] e.g. English       |
|                           |   (United States). See "Default CUC Language"|
|                           |   above.                                     |
|                           | * [Choice of Languages] e.g. Spanish (Spain  |
|                           |   Traditional). See "Default CUC Language"   |
|                           |   above).                                    |
+---------------------------+----------------------------------------------+


.. _hotdial-defaults-tab:

HotDial Defaults tab
''''''''''''''''''''''


+---------------------------+---------------------+
| Option                    | Default Value       |
+===========================+=====================+
| Default PLAR CSS          | None                |
+---------------------------+---------------------+
| Default HotDial TimeZone  | None                |
+---------------------------+---------------------+


.. _overbuild-defaults-tab:

Overbuild Defaults tab
''''''''''''''''''''''''''

This tab defines how imported objects are moved to the site hierarchy during an overbuild. 

.. note:: 
   
   The Overbuild Defaults tab in the Site Defaults is accessible only to Provider and Reseller administrators.

.. important::

   It is recommended that you request support from a system integrator for all managed services, Day 2 
   overbuild projects.


The table describes the settings on this tab: 

.. tabularcolumns:: |p{5cm}|p{10cm}|

+----------------------------------------------+----------------------------------------------+
| Field                                        | Description                                  |
+==============================================+==============================================+
| Include Site for Overbuild                   | Defines whether the site is included in the  |
|                                              | overbuild. When enabled, displays the        |
|                                              | the following additional fields:             |
|                                              |                                              |
|                                              | * Additional Device Pools                    |
|                                              | * Overbuild Device Control                   |
+----------------------------------------------+----------------------------------------------+
| Create Internal Number Inventory at Customer | Defines whether to create the internal       |
|                                              | number inventory only at the site level, or  |
|                                              | only at the customer level.                  |
|                                              |                                              |
|                                              | When set to True (checkbox selected), the    |
|                                              | internal number inventory is created only at |
|                                              | the customer level, and will be used by all  |
|                                              | sites belonging to that customer.            |
|                                              |                                              |
|                                              | The default is False.                        |
|                                              |                                              |
|                                              | CAUTION: If overbuild has already been run   |
|                                              | for a site and the internal number inventory |
|                                              | has been created for the site, if            |
|                                              | *Create Internal Number Inventory* is        |
|                                              | enabled and you run overbuild for the same   |
|                                              | site, a duplicate set of internal number     |
|                                              | inventory is created at the customer. The    |
|                                              | same applies if                              |
|                                              | Create Internal Number Inventory at Customer |
|                                              | is enabled when the overbuild is run for the |
|                                              | site, if it is then disabled and overbuild   |
|                                              | is run again, a duplicate set of internal    |
|                                              | number inventory is created at the site.     |
+----------------------------------------------+----------------------------------------------+
| Additional Device Pools                      | Displays only when the site will be included |
|                                              | for overbuild.                               |
|                                              |                                              |
|                                              | Allows you to add additional device pools    |
|                                              | so that more than one device pool from those |
|                                              | of the imported phones can be moved to the   |
|                                              | same site.                                   |
|                                              |                                              |
|                                              | * **Device Pool Name**: Choose from the      | 
|                                              |   drop-down list of available device pools   |
|                                              |   to be used during Overbuild for this site, |
|                                              |   or type a custom value. Custom values may  |
|                                              |   include macros. For example,               |
|                                              |   ``{{ macro.SITENAME }}-DP2``. See the      |
|                                              |   note below on macro use in this field.     |
|                                              |                                              |
|                                              |   .. tip::                                   |
|                                              |                                              |
|                                              |      After typing a custom value, tab out    |
|                                              |      of the field before saving to ensure    |
|                                              |      the value is captured.                  |
|                                              |                                              |
|                                              | * **Replace with Default Device Pool**:      |
|                                              |   Defines whether the names of the           | 
|                                              |   additional device pools can be renamed to  |
|                                              |   the default device pool name (as defined   |
|                                              |   on the **General Defaults** tab).          |
|                                              |                                              |
|                                              | The **Default CUCM Device Pool** value on    |
|                                              | the **General Defaults** tab must match the  |
|                                              | device pool of phones that have been         |
|                                              | imported in order for these and their        |
|                                              | related objects to be moved to the site      |
|                                              | at which the Site Defaults Doc exists.       |
|                                              |                                              |
|                                              | The **Run Overbuild** tool uses the device   |
|                                              | pool to determine the devices and models to  |
|                                              | move to the site where the site defaults     |
|                                              | are defined.                                 |
+----------------------------------------------+----------------------------------------------+
| Overbuild Device Control                     | The method to select devices. Options are:   |
|                                              |                                              |
|                                              | * Move all devices - when True, all matching |
|                                              |   and related imported devices are moved to  |
|                                              |   the site.                                  |
|                                              |                                              |
|                                              | * Limit moved devices - when True, options   |
|                                              |   display to choose devices to import to the |
|                                              |   site (as on Run Overbuild page)            | 
+----------------------------------------------+----------------------------------------------+

.. note:: 

   When using a macro as a custom value for a device pool name, to defer macro evaluation across hierarchies 
   (Provider -> Customer -> Site), use escape macros, such as ``{{ macro.LC }}`` / ``{{ macro.RC }}``. 
   For example: 

   * Provider/Customer template string: ``{{ macro.LC }} input.mysitename {{ macro.RC }}``
   * Evaluates at site creation to: ``{{ input.mysitename }}``



.. rubric:: Related topics 

* 
  .. raw:: latex

     Overbuild for Microsoft in the Core Feature Guide

  .. raw:: html
  
     <a href="concepts-overbuild-msft-management.html">Overbuild for Microsoft</a> 



.. _move-filter-criteria-tab:

Move Filter Criteria tab 
''''''''''''''''''''''''''

This tab defines the rules the system uses to match users to sites when syncing in users, and to 
determine whether users should be moved directly to the site as subscribers. 

* The **MS 365 Model Filter Criteria** model filter criteria you can choose (depending on the user type you're syncing in, for 
  example, Microsoft, LDAP, CUCM, Cisco Webex), is configured in the Admin Portal, via the 
  **Model Filter Criteria** page. Use the Action search to go to the page. See :ref:`use-action-search-to-navigate-automate`. 
* The **Move by Number** check box (unchecked by default) is used for MS Teams users.
  When checked:
  
  * it requires that all numbers are pre-loaded
  * *only if* the synced-in MS Teams user's LineUri matches a pre-loaded internal number at a site,
    will user data be moved to that site
  * current users at customer level will be moved to the site during Overbuild (if the **Include Site for Overbuild** check box is enabled
    on the :ref:`overbuild-defaults-tab`).
  * MS Teams users will be moved directly to the site during MS Teams user sync.

.. note::

   The order of processing of these two options are:

   1. **MS 365 Model Filter Criteria** is processed first if it is selected and the filter exists.
   2. **Move by Number** is processed second.

   In other words, when a user's details match the model filter criteria, the system will move the user according to
   the filter criteria. Otherwise, the system will attempt to move the user by number.
   If neither option is applicable, the user is not moved and remains at the current hierarchy.


.. rubric:: Related topics

* 
  .. raw:: latex

     Flow Through Provisioning in the Core Feature Guide

  .. raw:: html
  
     <a href="flow-through-provisioning.html">Flow Through Provisioning</a> 

* 
  .. raw:: latex

     Model Filter Criteria in the Core Feature Guide

  .. raw:: html
  
     <a href="concepts-model-filter-criteria.html">Model Filter Criteria</a> 

* 
  .. raw:: latex

     Overbuild for Microsoft in the Core Feature Guide

  .. raw:: html
  
     <a href="concepts-overbuild-msft-management.html">Overbuild for Microsoft</a> 


.. _ms-teams-tab:

MS Teams tab
''''''''''''''

.. important::

  From release 21.4-PB2 onwards, License Management has been removed and is no longer used to control
  the logic with managing licenses. Automate will honor any license-related configuration in the
  Configuration Templates and related Workflows. This includes Quick User, Quick Offboard User,
  associated Quick Add Groups and general user management functionality.

  It is advised that administrators evaluate their current Configuration Templates and ensure that if any licensing
  logic exists in the templates, that this is correct as it will be applied when invoked.

  Also see the *Licensing Users for MS Teams and Teams Phone by Group Membership* topic in the Core Feature Guide.


The table describes settings on this tab: 

.. tabularcolumns:: |p{4cm}|p{11cm}|

+-----------------------------------------+----------------------------------------------+
| Option                                  | Description                                  |
+=========================================+==============================================+
| Enterprise Voice                        | Defines whether to provision MS Teams users  |
|                                         | with the Enterprise Voice service.           |
+-----------------------------------------+----------------------------------------------+
| MS Teams Direct Routing                 | Defines whether MS Teams Direct Routing is   |
|                                         | disabled on the PBX or in the SBC.           | 
+-----------------------------------------+----------------------------------------------+
| Default Tenant Dial Plan                | Defines the default tenant dial plan for the |
|                                         | site. For details, see *Configure Microsoft  |
|                                         | Tenant Dialplan* in the Core Feature Guide.  |
+-----------------------------------------+----------------------------------------------+
| Default MS Teams Policies               | These drop-downs allow you to choose the MS  |
|                                         | Teams policies to use as defaults in the     |
|                                         | SDD.                                         |
|                                         |                                              |
|                                         | Policies are synced in to Automate           |
|                                         | from MS Teams.                               |
|                                         |                                              |
|                                         | Choosing a default policy for a site in the  |
|                                         | SDD automatically assigns the                |
|                                         | policy to user at the site. When             |
|                                         | creating a                                   |
|                                         | user via Quick Add User, the SDD             |
|                                         | is used, but you can also edit               |
|                                         | the configuration template for the Quick Add |
|                                         | Group (QAG) to use a policy different to the |
|                                         | SDD, or you can edit a user                  |
|                                         | directly to choose a different policy for    |
|                                         | that user.                                   |
|                                         |                                              |
|                                         | Note that Teams Upgrade Policy is read-only  |
|                                         | in the Admin Portal as (at the time of       |
|                                         | writing) it is deprecated in the Teams       |
|                                         | online portal.                               |
|                                         |                                              |
|                                         | See *Introduction to                         |
|                                         | Microsoft Teams Policies* in the Core        |
|                                         | Feature Guide                                |
+-----------------------------------------+----------------------------------------------+
| Default Calling Line Identity           |                                              | 
+-----------------------------------------+----------------------------------------------+
| Default Usage Location                  | The country for default usage.               |
+-----------------------------------------+----------------------------------------------+


.. _webex-tab:

Webex tab
''''''''''''''


The table describes settings on this tab: 

.. tabularcolumns:: |p{4cm}|p{11cm}|

+---------------------------------------+--------------------------------------------------------------------------+
| Option                                | Description                                                              |
+=======================================+==========================================================================+
| Webex Location ID                     | The Webex location to which the site is mapped.                          |
|                                       | Webex locations, numbers and users with location ID matching this        |
|                                       | site, will be synced to it.                                              |
|                                       |                                                                          |
|                                       | This dropdown allows selection of Webex locations at higher hierarchies. |
+---------------------------------------+--------------------------------------------------------------------------+
| Webex App - Use Organization's Domain | Displays only when:                                                      |
|                                       |                                                                          |
|                                       | * The entitlement profile allows                                         |
|                                       |   the Webex App service                                                  |
|                                       | * A Webex App server is configured                                       |
|                                       | * The user and Webex App user                                            |
|                                       |   have the same email address                                            |
|                                       | * User does not already have                                             |
|                                       |   Jabber clients                                                         |
|                                       | * CUCM calling behavior is not yet                                       |
|                                       |   configured for the Webex App user                                      |
|                                       |                                                                          |
|                                       |                                                                          |
|                                       | Enabling this option hides the                                           |
|                                       | following field: **Webex App - UC                                        |
|                                       | Manager Profile**                                                        |
|                                       |                                                                          |
|                                       | Default (when displayed) is                                              |
|                                       | unchecked (clear).                                                       |
|                                       |                                                                          |
|                                       | When enabled, Webex App provisioning                                     |
|                                       | via QAS refers to values generated                                       |
|                                       | via the following named macros in the                                    |
|                                       | **device/spark/User** configuration                                      |
|                                       | template (CFT):                                                          |
|                                       |                                                                          |
|                                       | * SDD_WtCallBehaviourUcManagerProfile                                    |
|                                       | * SDD_WtUseOrgDomain                                                     |
|                                       |                                                                          |
|                                       | When the CFT with these macros is                                        |
|                                       | chosen for the QAS, the QAS uses site                                    |
|                                       | default values to provision Webex App                                    |
|                                       | (the macros allow QAS to determine                                       |
|                                       | whether the user has a Jabber                                            |
|                                       | client and whether CUCM calling                                          |
|                                       | behavior is configured).                                                 |
+---------------------------------------+--------------------------------------------------------------------------+
| Webex App - UC Manager Profile        | Displays only when the following                                         |
|                                       | checkbox is clear (not selected):                                        |
|                                       | **Webex App - Use Organization's                                         |
|                                       | Domain**                                                                 |
|                                       |                                                                          |
|                                       | Choose the UC Manager profile from                                       |
|                                       | the drop-down.                                                           |
|                                       |                                                                          |
|                                       | Options in the drop-down are the UC                                      |
|                                       | manager profiles added via **UC Manager Profile**                        |
|                                       | (``device/spark/CallingProfile``).                                       |
+---------------------------------------+--------------------------------------------------------------------------+
| Webex User Model Filter Criteria      | Allows you to select predefined model filter criteria for use with the   |
|                                       | Webex user. Requires that you set up the model filter criteria so that   |
|                                       | it appears in this drop-down. You can use this option to move the user   |
|                                       | to the site when running a data sync.                                    | 
+---------------------------------------+--------------------------------------------------------------------------+




.. rubric:: Related topics

* 
  .. raw:: latex

     For Webex Location ID, also see Webex Locations in the Core Feature Guide.

  .. raw:: html

     For Webex Location ID, also see <a href="webex-app-webex-locations.html">Webex Locations</a>.

* 
  .. raw:: latex

     Configure Microsoft Tenant Dialplan in the Core Feature Guide.

  .. raw:: html

     <a href="ms-tenant-dialplan.html">Configure Microsoft Tenant Dialplan</a>

* 
  .. raw:: latex

     Introduction to Microsoft Teams Policies in the Core Feature Guide.

  .. raw:: html

     <a href="ms-teams-policies.html">Introduction to Microsoft Teams Policies</a>

*  
  .. raw:: latex

     Microsoft Quick User in the Core Feature Guide.

  .. raw:: html

     <a href="qas-for-ms-users.html">Microsoft Quick User</a>

*
  .. raw:: latex

     Microsoft Licenses in the Core Feature Guide

  .. raw:: html

     <a href="ms-subscribers.html">Microsoft Licenses</a> 

*
  .. raw:: latex

     Model filter criteria in the Core Feature Guide

  .. raw:: html

     <a href="concepts-model-filter-criteria.html">Model filter criteria</a> 


