Customer Onboarding Quick Start Guide (Multiple Vendors)#

Overview#

This quick start guide provides a walk through of the steps Provider admins can follow for end-to-end customer onboarding in single or multi vendor UC environments, covering hierarchies, device management, UC apps, dial plans, number management, and user administration.

@startuml 'End-to-end Customer Process Flowchart !include style.iuml card #EEEEEE "Customer on-boarding" { :[[../src/user/end-to-end-customer-process.html#hierarchies-customers Hierarchies and Customers]]; :[[../src/user/end-to-end-customer-process.html#customer-level-config Customer Level Configuration]]; :[[../src/user/end-to-end-customer-process.html#manage-devices Manage Devices]]; if (Customer and Site Dial Plans?) then (Yes) :[[../src/user/end-to-end-customer-process.html#cust-and-site-dial-plans Customer and Site Dial Plans]]; else -> No; endif :[[../src/user/intro-to-number-management.html Number Management]]; :[[../src/user/end-to-end-customer-process.html#customer-services Customer Services]]; :[[../src/user/end-to-end-customer-process.html#user-import User Import]]; :[[../src/user/end-to-end-customer-process.html#manage-subscribers Manage users]]; } @enduml

Hierarchies and customers#

@startuml 'Hierarchies and Customer Configuration Flowchart !include style.iuml start :Hierarchies; note right * [[../src/user/concepts-hierarchy.html Overview]] * [[../src/user/set-lang-hierarchy-node.html Localization]] end note :[[../src/user/create-customer.html Manage Customers]]; note right Note PROVIDER_TEMPLATE in: [[../src/user/concepts-site-defaults-doc-templates.html Site Defaults Doc Templates]] end note :[[../src/user/site-defaults.html Site Defaults]]; note right Note CUSTOMER_TEMPLATE in: [[../src/user/concepts-site-defaults-doc-templates.html Site Defaults Doc Templates]] end note :[[../src/user/create-site.html Create Sites]]; :Next steps; note right * [[../src/user/end-to-end-customer-process.html#customer-level-config Customer Level Configuration]] end note @enduml

Customer-level configuration#

@startuml 'Customer Level Configuration Flowchart !include style.iuml :Pre-requisites; note right * [[../src/user/end-to-end-customer-process.html#hierarchies-customers Hierarchies and Customers]] end note start :[[../src/user/concepts-global-settings.html Global Settings]]; note right For example: * Number Inventory (incl. alerting) * Email (requires [[../src/user/concepts-SMTP-server.html SMTP server]]) * Phones * (Cisco) Voicemail * Enabled Services (vendors, hybrid) end note :Customizations; note right * Cisco and Microsoft * Examples: [[../src/user/concepts-model-filter-criteria.html Model Filter Criteria]], [[../src/user/concepts-line-deletion-prefs.html Line Delete Preferences]], [[../src/user/field-display-policies.html Field Display Policies]], [[../src/user/concepts-config-templates.html Configuration Templates]], [[../src/user/concepts-config-mapping-files-overview.html Configuration Mapping]], [[../src/user/concepts-email.html Email Templates]] end note if (Entitlement?) then (Yes) :[[../src/user/entitlement.html Entitlement]]; note right * Optional * Rules for services and devices available to users. end note else (No) endif if (Require SSO?) then (Yes) :[[../src/user/sso-sp-settings.html Configure SSO]]; note right High level administrators above provider administrator. end note endif if (Use LDAP?) then (Yes) :[[../src/user/add-ldap-server.html Configure LDAP]]; endif :User Management; note right * [[../src/user/user-management-overview.html Add Users]], [[../src/user/concepts-user-authentication.html User authentication]] * [[../src/user/subscriber-and-user-synchronization.html User Sync]], [[../src/user/password-management-overview.html User Accounts and Passwords]] * [[../src/user/access-profiles.html Access Profiles]] end note fork note right * [[../src/user/concepts-model-filter-criteria.html Model Filter Criteria]] * [[../src/user/site-defaults.html Site Defaults]] * [[../src/user/quick-add-subscriber-groups.html Quick Add Group]] * [[../src/user/user-profiles.html User profiles]] end note if (Cisco Users?) then (Yes) :[[../src/user/move-user-without-services.html Move Users]]; else (No) endif fork again if (Microsoft Users?) then (Yes) :[[../src/user/sync-ms-users-to-sites.html Sync to customer then to site]]; else (No) endif end fork :Role Management; note right * [[../src/user/concepts-role-based-access.html User roles]], [[../src/user/concepts-themes.html Themes]] * [[../src/user/concepts-menu-layout.html Menus]], [[../src/user/automate-dashboards.html Dashboards]] * [[../src/user/deploy-custom-credential-policy.html Credential Policies]] end note :Next steps; note right * [[../src/user/end-to-end-customer-process.html#manage-devices Manage Devices]] end note @enduml

Manage devices#

General devices and Automate apps#

@startuml 'Manage Devices Process Flowchart !include style.iuml :[[../src/user/end-to-end-customer-process.html Customer On-boarding]]; start if (VOSS Insights Configuration?) then (Yes) :[[../src/user/index-core-feature.html#voss-insights VOSS Insights]]; else -> No; endif if (SMTP Server Configuration?) then (Yes) :[[../src/user/index-core-feature.html#smtp-server SMTP Server]]; else -> No; endif if (VOSS Phone Server Configuration?) then (Yes) :[[../src/user/index-core-feature.html#voss-phone-server-management VOSS Phone Server]]; else -> No; endif if (LDAP Configuration?) then (Yes) :[[../src/user/index-core-feature.html#ldap-management LDAP Management]]; else -> No; endif :Next steps; note right [[../src/user/end-to-end-customer-process.html#manage-devices-cisco-msft UC Apps: Cisco and Microsoft]] end note @enduml

UC apps: Cisco, Microsoft, NDLs#

@startuml 'Manage Devices UC Apps Process Flowchart !include style.iuml :[[../src/user/end-to-end-customer-process.html Customer On-boarding]]; start fork if (Cisco Apps?) then (Yes) :[[../src/user/ch-feat-cisco-ucm-app-integration-and-detailed-settings.html#emcc-settings Extension Mobility Cross Cluster]]; :[[../src/user/ch-feat-cisco-ucm-app-integration-and-detailed-settings.html Cisco App Integration]]; note right [[../src/user/reference-site-management-cuc-localization.html CUC Localization]] end note else -> No; endif fork again if (Microsoft Apps?) then (Yes) :[[../src/user/ch-feat-ms-app-integration-and-detailed-settings.html Microsoft App Integration]]; else -> No; endif end fork note right Vendor Devices: * Cisco Apps * MS Apps end note :[[../src/user/concepts-network-device-list.html Network Device Lists (NDL)]]; note right * Associate devices * Manage NDLs * [[../src/user/concepts-network-device-list.html Assign NDLs to Sites]] end note :Next steps; note right [[../src/user/end-to-end-customer-process.html#end-to-end-data-sync Data Sync]] end note @enduml

Data sync#

@startuml 'Data Sync Flowchart !include style.iuml :Previous steps; note right * [[../src/user/end-to-end-customer-process.html#uc-apps-cisco-and-microsoft-network-device-lists UC Apps: Cisco and Microsoft, Network Device Lists]] end note :Develop Sync Strategy; note right * [[../src/user/best-practices/best-prac-sync-overview.html Overview]] * [[../src/user/best-practices/index-best-practices.html#data-sync Best Practices for Devices]] end note :Develop Sync Schedule; note right * [[../src/user/sync-scheduling.html Enable scheduled data sync]] end note :Set up Model Type Lists; note right * [[../src/user/model-type-lists.html Set up Model Type List]] * [[../src/user/model-type-lists.html Targeted Model Type List]] end note :Set up Model Instance Filters; note right * [[../src/user/concepts-model-instance-filters.html Model Instance Filters]] end note :Sync; note right * VOSS Automate <-> devices * [[../src/user/concepts-data-sync.html Data Sync]] * [[../src/user/create-data-sync.html Custom Data Syncs]] end note :Next steps; note right * [[../src/user/end-to-end-customer-process.html#customer-and-site-dial-plans Customer and Site Dial Plans]] end note @enduml

Customer and site dial plans#

@startuml 'Customer and Site Dial Plans Process Flowchart !include style.iuml :Previous steps; note right * [[../src/user/end-to-end-customer-process.html#uc-apps-cisco-and-microsoft-network-device-lists UC Apps: Cisco and Microsoft, Network Device Lists]] end note start fork if (Cisco Custom Dial Plans?) then (Yes) :[[../src/user/feature/cisco-custom-dialplan.html Custom Dial Plan Management]]; else -> No; endif fork again if (Cisco HCS Dial Plans?) then (Yes) :[[../src/user/concepts-dialplan-overview.html Cisco Dial Plan Management]]; else -> No; endif fork again if (Microsoft Dial Plans?) then (Yes) :[[../src/user/concepts-intro-ms-dialplan-management.html MS Teams Dial Plan Management]]; else -> No; endif end fork :Site Management; note right * [[../src/user/site-defaults.html#edit-site-defaults Review Site Defaults]] end note :Next steps; note right [[../src/user/intro-to-number-management.html Number Management]] end note @enduml

Number management#

@startuml 'Number Management Flowchart !include style.iuml :Pre-requisites; note right * [[../src/user/end-to-end-customer-process.html#dial-plans Customer and Site Dial Plans]] * [[../src/user/end-to-end-customer-process.html#manage-devices Manage Devices]] * [[../src/user/end-to-end-customer-process.html#network-device-lists Network Device Lists]] end note start :[[../src/user/intro-to-number-management.html Number Management Workflow]]; note right * Number Management enabled for customer * Manage Internal Numbers (incl. Microsoft) * Manage E164 Numbers end note :Next steps; note right * [[../src/user/end-to-end-customer-process.html#customer-services Customer Services]] end note @enduml

Customer services#

@startuml 'Customer Services Flowchart !include style.iuml :Previous steps; note right * [[../src/user/end-to-end-customer-process.html#dial-plans Customer and Site Dial Plans]] * [[../src/user/end-to-end-customer-process.html#number-management Number Management]] end note start fork if (Cisco Services?) then (Yes) note right Options end note :[[../src/user/create_vm_service.html Voice Mail]]; :[[../src/user/contact-center.html Contact Center]]; :[[../src/user/configure-intelligent-proximity-10x.html Mobile Voice]]; :[[../src/user/webex-app-service.html Webex App]]; :[[../src/user/concepts-aa-call-handler.html Auto-Attendant Call Handler]]; else (No) endif fork again if (Microsoft Services?) then (Yes) note right * Options * SBC Gateways at MS Teams Dial Plan Mgt end note :[[../src/user/concepts-ms-exchange.html Microsoft Exchange]]; :[[../src/user/call-queues-ms-subscriber.html Call Queues]]; :[[../src/user/auto-attendants-ms-subscriber.html Auto Attendants (MS Teams)]]; else (No) endif end fork :Next steps; note right * [[../src/user/end-to-end-customer-process.html#user-import User Import]] end note @enduml

User import#

@startuml 'User Import Flowchart !include style.iuml :Pre-requisites; note right * [[../src/user/end-to-end-customer-process.html#customer-level-config Customer Config]] * [[../src/user/end-to-end-customer-process.html#customer-services Customer Services]] * [[../src/user/create-site.html Sites]] Considerations: * [[../src/user/concepts-global-settings.html Global Settings]] * [[../src/user/create-move-filter.html Move Filters]] * [[../src/user/concepts-model-filter-criteria.html Model Filter Criteria]] end note :Call Manager / LDAP / Microsoft import; if (Microsoft import?) then (Yes) :[[../src/user/concepts-model-filter-criteria.html Model Filter Criteria]]; endif if (Overbuild?) then (Yes) note right * [[../src/user/concepts-model-filter-criteria.html Model Filter Criteria]] * [[../src/user/site-defaults.html SDD:Move Filters]] end note :Overbuild; note right * [[../src/user/run-overbuild.html for CUCM]] * [[../src/user/concepts-overbuild-msft-management.html for Microsoft]] end note endif if (Users moved automatically in import?) then (No) :[[../src/user/move-user-without-services.html Manual Move Users]]; note right * CUCM, LDAP: by filter [[../src/user/create-move-filter.html Create Move Filter]] * Microsoft: not by filter end note endif :Next steps; note right * [[../src/user/end-to-end-customer-process.html#manage-users Manage users]] end note @enduml

Manage users#

@startuml 'Manage Subscribers Flowchart !include style.iuml :Previous steps; note right * [[../src/user/end-to-end-customer-process.html#user-import User Import]] end note fork if (Cisco Subscribers?) then (Yes) :[[../src/user/cisco-subscribers.html UCM Users]]; else (No) endif fork again if (Microsoft Subscribers?) then (Yes) :[[../src/user/ms-subscribers.html Microsoft users]]; note right See [[../src/user/config-automate-for-ms-services.html#workflow-for-configuring-voss-automate-for-microsoft-services MS Workflow]] end note else (No) endif end fork note right * Quick User options * Configuration options: * Phone, Line, Hunt Groups, Call Pickup Groups * Voicemail, Extension Mobility, Conferencing * SNR, IM and Presence * Service Profile association end note end @enduml