.. sample-end-user-provisioning-workflow:

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: 
   :ref:`prevent-duplicate-numbers`.


**To perform end-user provisioning**: 

.. note:: 

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

#. Sync users from the LDAP server:

   * Set up LDAP for user syncs
   * Sync users from LDAP
   
#. If LDAP sync is not used and users are provisioned on Cisco UCM, you can sync users from Cisco UCM.
   For more information, see :ref:`synchronize-users-lines-and-phones-from-cisco-unified-cm`.
#. In addition to synchronizing users, you can manually create users. Refer to :ref:`user-settings`.
#. (Optional) You can explicitly assign a credential policy to a user. For more
   information, see :ref:`assign-credential-policy-to-user`.
#. Move users to sites using any of the following methods: 

   a. Define move filters. Refer to :ref:`define-filter`.    
   #. Enable automatic user moves for synchronization. For more information, see
      Automatically move users synced from Cisco UCM.
   #. Manually move users. Refer to :ref:`move-user-without-services`.
   
#. Push manually created and LDAP-synced users to Cisco UCM. Refer to :ref:`manual-user-push-to-cisco-unified-cm`. 
#. Manage users. Refer to :ref:`add-a-subscriber`):

   a. Configure a phone with a line.
   #. Associate a phone to a user.
   #. (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*.
      
#. (Optional) Associate voice mail to a user (see under :ref:`add-a-subscriber`):

   a. Associate the voice mail service to a user.
   #. Associate a voice mail profile to a line.
   #. Enable call forward to voice mail.
   #. Reset a phone.
  
#. (Optional) Associate the extension mobility service to a user (see under: :ref:`add-a-subscriber`):

   a. Add Login/Logout Service on UCM.
   #. Import UC services and service profiles.
   #. Subscribe the Login/Logout service to a phone.
   #. Associate the extension mobility service to a user.
   
#. (Optional) Configure conferencing. For more information (see :ref:`conferencing` and :ref:`add-a-subscriber`).
#. Configure single number reach for a user (see under: :ref:`add-a-subscriber`).
#. Associate a service profile to a user and enable IM and Presence.

.. |UCS| replace:: UCS
.. |VOSS Automate| replace:: Automate
.. |Unified CM| replace:: Cisco UCM