Cisco Prime Collaboration Provisioning Guide - Standard and Advanced, 10.0
Managing Orders
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Managing Orders

Contents

Managing Orders

Orders Overview

You can provision individual or bundled services. Users with Ordering authorization role (see Table 1) can add, change, or cancel their own orders or those of other users.

Cisco Prime Collaboration Provisioning contains an automation engine which performs the order processing, including service activation and business flow based on how Cisco Prime Collaboration Provisioning is configured. The ordering process involves several workflow activities such as approval assignment, shipping and receiving (See Figure 1 for details. These individual workflow activities can be enabled or disabled, and assigned to different provisioning user roles per domain (see Table 1 for Ordering Roles). If any of the activities are enabled, the order processing stops until the assigned provisioning user takes appropriate action. After the action is acknowledged, the processing continues and any disabled activity is automatically acknowledged by Cisco Prime Collaboration Provisioning.

Figure 1. Processing an Order



The length of time it takes to provision an order can vary. To verify if the order has successfully completed, go to the user record of the user (choose Deploy > User Provisioning). The services are listed in the User Record Options pane, and the View Orders section shows the services with the status as Complete. Also, you can perform an order search for the order number.


Note


After the system has been idle for a long period of time, the first order placed may take longer than usual.

While placing orders, remember the following:

  • While ordering services on a Message Processor (Cisco Unity, Cisco Unity Connection, and Cisco Unity Express), not all the services are available. This is because the processors do not support all services. Supported Cisco Unity Services lists the orderable and nonorderable voice services for Cisco Unity processors.
  • While ordering services on either Cisco Unified Communications Manager Express or Cisco Unity Express, be careful when entering Cisco IOS CLI commands (when configuring provisioning attributes through the Advanced Order Configuration pane). Your authorization role does not restrict what you can configure.
  • Some attributes may not be supported by a particular endpoint type on a given protocol, so when placing endpoint orders, you should only set values for attributes that are supported by the chosen endpoint type and protocol. Else, you cannot provision services successfully.
  • Cisco Prime Collaboration Provisioning synchronizes unsupported infrastructure objects like Intercom Calling Search Space and Intercom Route Partition from Cisco Unified Communications Manager. If these unsupported objects are used in provisioning services, it will result in error.
  • If the Enable Voice Gateway feature property is set to N, the Order Entry screen will display analog endpoints. If the property is set to Y, then the analog endpoints are not shown in the screen.
  • To order Analog endpoints, you must add Voice Gateway References to the service area in the Service Area Configuration screen.

Supported Cisco Unity Services

The following table lists the products and services supported by Cisco Unity.

Table 1 Supported Cisco Unity Products and Services
Message Processor Services
Cisco Unity Orderable:
  • Voicemail and Email (bundle)
  • Unified Messaging
  • Unified Messaging Service
  • Messaging Service

Not orderable:

  • Voicemail or Email individually
  • Enhanced Endpoint Service
Cisco Unity Connection Orderable:
  • Voicemail and Email (bundle)
  • Voicemail or Email individually
  • Enhanced Endpoint Service
  • Unified Messaging
  • Unified Messaging Service
  • Messaging Service
Cisco Unity Express Orderable:
  • Enhanced Endpoint Service
  • Voicemail

Not orderable:

  • Unified Messaging Service
  • Messaging Service
  • Voicemail and Email (bundle)
  • Unified Messaging
  • Email individually

Ordering Service for a User

Creating orders for all services follow the same basic procedure.

A user might not have access to all services. The list of services that appear in a given user record depends on the following:
  • User role assigned to the user, and the Domains and Service Areas available to the user.
  • Availability of resources to support delivery within the Service Areas (for example, a Cisco Unity or Cisco Unity Connection system must be available to provide Unified Messaging).
  • Provisioning system configuration.
    Service dependencies:
    • Line requires an existing endpoint.
    • Voicemail and Email require an existing Line.
    • Unified Messaging requires Email.
    • Extension Mobility Line requires Extension Mobility Access.

To order a service for a user:

Procedure
    Step 1   Choose Deploy > User Provisioning.
    Step 2   In the User Provisioning page, select a user.
    Step 3   In the User Service Details page, click New Service.
    Step 4   Select a Service Area from the drop down list. Rest your mouse pointer over the quick view icon for information on a Service Area in the drop-down list.
    Step 5   Click Continue.

    All available services which you can provision are displayed, see Table 1.

    Step 6   Select the service that you want to provision and click Continue.
    Note   

    If endpoints are not displayed in the list for a user, you must associate the user role of a specific user to endpoints. To learn how to associate a user role to an endpoint, see Adding User Roles.

    Step 7   In the Service Provisioning page, follow the Order Entry wizard, entering the required information for the service. (For details of required fields, see Table 2.)

    When placing orders, note the following:

    • The <Service Type> Information and Advanced Order Configuration panes provide specifications for the selected service.
    • Users with Advanced Order or Administrator authorization role can access the Advanced Order Configuration pane. However, an order can be completed or an endpoint can be provisioned without using Advanced Order configuration. For information on provisioning attributes, see Provisioning Attributes.
      Note   

      To clear the value of a provisioning attribute that has a numeric value in the Cisco Unified Communications Manager, you must enter zero as the value. If you do not specify any value and leave the field blank, you cannot clear the value of the provisioning attribute.

    Step 8   Click Continue to create the order.
    Step 9   Click Confirm, and then click OK. You can view the order number in the Service Details page. Verify order status by reviewing the Provisioning History pane. To search for a specific order, see Searching for an Order.

    You can use the global search option (search available in the right corner of the home page) to search User ID and Last Name, MAC address and Directory Number.

    • For User ID and Last Name search, alphanumeric characters (A-Z, a-z, 0-9), hyphens (-), underscores (_), dots (.), at signs (@), space and apostrophe are allowed. Example, AASJKUser006, AAS*, AA*, *SJKUser006, 3242#@!#########&@!*@(3), AANewRDUser00*
    • For MAC Address search, alphanumeric characters (A-Z, a-z, 0-9), dash (-), period (.), and underscore (_) are allowed. Example, 0024C444C3C6, 0024*, *24
    • For Directory Number search, alphanumeric characters, period, and underscore are not allowed. Special characters such as +, ?, (), and - are allowed in the directory number. Example, \+0000057, \+0000*, \+*, *0000*, *57
    Note   
    • When you search for phones using the MAC address in the global search option, use the format xxxxxxxxxxxx.
    • A minimum of three characters in the search string is recommended to enable faster retrieval of search results.

    To view the provisioning attributes for an ordered service, in the Service Details page, hover over the desired service, and then click View in the Actions list.

    To add user notes to an ordered service, in the Service Details page, hover over the desired service, and then click User Notes in the Actions list.

    To create a template for the service you have created, click Create Template from Quick View. Enter the necessary details and click Create Template. A template will be created for the service with all its values.

    If you are deploying a large number of services, you may want to combine these activities into a single activity. The batch provisioning functionality of Cisco Prime Collaboration Provisioning enables you to create a single batch that contains multiple types of orders. You can also combine multiple types of services into a single batch operation.

    To configure a batch project, choose Deploy > Batch Provisioning.


    Note


    While provisioning a service, if selecting the Security Profile Provisioning Attribute results in an error, uncheck the Protected Device option for the order to complete successfully. Make sure the Cluster and Device Security Modes are configured appropriately for the Cisco Unified Communications Manager cluster. For information on the security parameters in Cisco Unified CM, see Cluster and Security Modes, in the Cisco Unified Communications Manager Security Guide.
    Table 2 Provisioning Services
    Service Description
    Enable Mobility Support Enables Mobility for the selected user on the selected Call Processor. When ordering using default parameters, the following provisioning attributes are used:
    • Enable Mobility: True
    • Enable Mobile Voice Access: True
    • Max Desk Pickup Wait Time: 1000 ms
    • Remote Destination Limit: 4
    • Primary User Device
    This service is available only for Cisco Unified Communications Manager 6.0.x and later.
    Enable Presence Enables presence messaging updates by enabling the user's Presence Server license on a Call Processor. This option is available only for Cisco Unified Communications Manager 8.x and later. You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)
    Enable Presence Client Enables the use of Cisco Unified Personal Communicator by enabling the user's Unified Personal Communicator license on a Call Processor. This is a bundle of Enable Presence Client and Client User Settings.

    Enable Presence Client is available only for Cisco Unified Communications Manager 8.x and later. This service is available only when you order Enable Presence.

    You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)

    Enhanced Mobility Service Includes an Extension Mobility device profile, line, and voicemail for the selected user on the selected Call Processor.

    This bundle enables you to create standard provisioning services such as Extension Mobility, line, and voicemail in a single order. You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)

    Enhanced Mobility Service with Unified Messaging Includes an Extension Mobility device profile, line, voicemail, e-mail and unified messaging for the selected user on the selected Call Processor.

    You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)

    Client User Settings Enables Unified Personal Communicator user settings on a Unified Presence Processor. Client User Settings can be ordered only through bundle services such as Enable Client Service or Presence Service.

    You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)

    Enable SoftPhone Support
    • Enables use of a personal computer along with a physical endpoint (both ring at the same time), or a CTI port (a virtual phone defined on Unified CM).
    • Not supported on Unified CM Express, or when ordering from a Call Processor based on Unified CM Express.
    • Will not appear in your service list if all of your available Call Processors already support SoftPhone. A list of valid Service Areas appears for specific Call Processors that are available to you.
    • When ordering, specify the server name or IP address of the user's computer in the Associated PC field.
    • Although you enable this service based on Service Area, you can do so only once per Unified CM, even if more Service Areas are associated with it.
    • Applies only to a Cisco SoftPhone that uses a CTI port. Cisco IP Communicator does not use CTI ports to communicate with Unified CM, but acts as a physical endpoint with a MAC address. To order Cisco IP Communicator, you must order a physical endpoint and select Cisco IP Communicator as the endpoint type.
    • Required for Cisco Jabber for Desktop to function as a desktop phone on a Cisco Jabber for Desktop client.
    Enhanced Endpoint Service Includes an endpoint, line, and voicemail. The line is automatically associated with the endpoint that you ordered, and the voicemail is automatically associated with the line.

    When placing an order for Enhanced Endpoint Service on a Cisco Unified Communications Manager Express, you must enter the call-forward provisioning attributes. When entering an order, click Advanced Order Configuration and in the Voicemail Configuration Template provisioning attribute, enter the following commands: call-forward busy <voice mail port/dn> call-forward noan <voice mail port/dn> timeout <seconds> For a Cisco Unity Express Service Area, enter only alphabetical characters in the Voice Mail Display Name field. If you use other types of characters, orders for the user will fail.

    For Cisco Unity Express Service Area, you cannot add, modify, or cancel orders when the infrastructure or user synchronization is in progress.

    Extension Mobility Access or Access with Line

    Enables users to log into a specific endpoint type and have their endpoint device profile applied to it. This service is available either by itself, or bundled with a line.

    Extension Mobility is available for ordering only if the optional extension mobility details are entered for a Call Processor when it is added to Cisco Prime Collaboration Provisioning.

    When placing an order for Extension Mobility Access in a Service Area that supports SIP phones, select a phone button template only for the following Cisco Unified IP Phones: 7911, 7941, 7942, 7945, 7961, 7962, 7965, 7970, 7971, or 7975.

    The order will fail if Extension Mobility is not supported on the selected phone button template.

    While ordering Extension Mobility Access for iPhones, order may fail if you use the default values for the following attributes:
    • DND Option
    • DND Incoming Call Alert (Set-only Attribute)
    • MLPP Indication
    For ordering Extension Mobility Access for iPhones, it is recommended that you create a service template with the following values for these attributes and apply the template while creating an order:
    • DND Option—Call Reject
    • DND Incoming Call Alert—Disable
    • MLPP Indication—Off
    Extension Mobility Line The directory number/line ordered for a device profile on a Cisco Unified Communications Manager. It can be ordered as an upgrade when the user already has Extension Mobility Access.
    Cisco Jabber Service Allows you to order Jabber service. Cisco Jabber service is orderable for Cisco Jabber for Tablet, Cisco Jabber for Desktop, Cisco Jabber for Android, Cisco Jabber for BlackBerry, and Cisco Jabber for iPhone. You must at least have an employee's role for user role type to view the Cisco Jabber Service in the order page.

    If you are upgrading from Prime Collaboration 9.0 to Prime Collaboration 9.5 version, you will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)

    Line

    Line service can be provisioned for a user with or without an endpoint. No shipping, assignment, receipt, or tracking (for returns) steps are required for provisioning a new Line service.

    The Upgrade designation next to the Line service indicates that a line is being ordered for an existing endpoint.

    For Call Processors, the display for a line cannot exceed 30 characters. Make sure that the combination of characters for First Name and Last Name does not exceed 30 characters. If this limit is exceeded, when you place an order, the Call Processor sends an error.

    End User Association is automatically provisioned for Line services. For more details, see Adding User Roles.
    Line on a Shared Endpoint

    Order a line on a shared endpoint when users require their own separate lines on the same physical endpoint. When this service is provisioned, the endpoint and all lines on it are displayed in each of the user record.

    The Shared icon appears next to the endpoint that is shared in the user record.

    Messaging Service Consists of an endpoint, line, voicemail, and e-mail.
    Endpoint

    Order an endpoint that does not have a line or a directory number associated with it. Must not be associated with a line or a directory number.

    For SIP phones, select Yes to enable Extension Mobility for the following Unified IP Phones only: 7911, 7941, 7942, 7945, 7961, 7962, 7965, 7970, 7971, 7975. Extension Mobility is not supported for any other SIP phones.

    Guidelines for endpoint names:
    • Unified Personal Communicator:
      • Must match the username. (UPC is automatically added to the endpoint name after the order is provisioned.)
      • Must contain uppercase letters (A-Z) or numbers (0-9). Other characters are ignored.
      • May contain 12 additional characters after UPC. For example, if the username is john_jackson, enter JOHNJACKSON.
    • Cisco Jabber for iPhone:
      • Must contain the prefix TCT. (If you do not enter it, Cisco Prime Collaboration Provisioning automatically adds it.)
      • Must contain no more than 15 characters, including the prefix.
      • Must consist only of alphanumeric characters (A-Z, a-z, 0-9). Cisco Prime Collaboration Provisioning converts lowercase letters to uppercase before pushing the information to the endpoint.
    • CTI port-Must contain 1 to 15 characters: alphanumeric (A-Z, a-z, 0-9), underscore (_), hyphen (-), or period (.)
    • IP Communicator-Must contain 1 to 15 characters: alphanumeric (A-Z, a-z, 0-9), underscore (_), hyphen (-), or period (.).
    Cisco Services Framework-Must contain 1 to 15 alphanumeric characters (A-Z, a-z, 0-9).
    Note    Endpoint attributes are displayed based on the supported features for the selected endpoint type.
    Endpoint Service Adds a new endpoint and a line.

    While ordering Endpoint service, the maximum number of lines is dependent on the phone button template for the phone type (if a phone button template is available). For Cisco Unified Communications Manager Express, because no phone button templates are available, the maximum number of lines is defined in the product catalog for each endpoint type.

    When placing endpoint service orders for Cisco Unified Communications Manager Express, note the following: Cisco Prime Collaboration Provisioning always provisions the ephone-dn with a dual-line.
    • Cisco Prime Collaboration Provisioning always provisions the ephone-dn with a dual-line
    • During user synchronization, Cisco Prime Collaboration Provisioning synchronizes all the ephone-dns with single-line, dual-line, and octo-line.
    • The endpoint should not have orphan ephone-dns (those that are not used by, or associated to, an ephone).
    Note    Endpoint attributes are displayed based on the supported features for the selected endpoint type.
    Remote Destination Profile Order Remote Destination Profile for users, configure their attributes, and allow selection/configuration of a Remote Destination Profile Line, which supports Single Number Reach (SNR).

    Remote Destination Profile does not support Change Owner and Replace operations.

    You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)
    Remote Destination Profile Line

    Order unlimited Remote Destination Profile Lines in a single Remote Destination Profile. Remote Destination Profile Line supports Auto-assign or Chosen types of Lines.

    Remote Destination Profile Line can be shared among users and the same destination can be shared between Remote Destination Profile, Line, and Enable Mobility Access Line. In this scenario, all types of lines are displayed as shared lines.

    In Remote Destination Profile, you can order Voice Mail or Extension Mobility as they are ordered in the Line services.

    You can order Remote Destination Profile with any user role but not as a pseudo user.

    You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)
    Remote Destination Profile Service

    Enable the Remote Destination Profile service for all Service Areas to shares this Call Processor and also add a Remote Destination Profile Line.

    You can order Remote Destination Profile with any user role but not as a pseudo user.

    You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles.)
    Single Number Reach Service Configure an Enable Mobility, Remote Destination Profile, and Remote Destination Profile Line.

    For mobility to work on a desktop phone, you must do the following:

    • Configure the Line on the phone and Remote Destination Profile to be shared.
    • Configure the User ID that is used for the Remote Destination as an Owner.
    • Create a softkey template in Cisco Unified Communications Manager and assign it to a desk phone. Cisco Prime Collaboration Provisioning does not support softkey customization. You must create a customized template in Cisco Unified Communications Manager.

    You will not be able to see this service for ordering until you associate the service to a user role. (See Adding User Roles .)

    Unified Messaging You can create an order to add the Unified Messaging feature if you already have e-mail and voicemail. The Unified Messaging feature allows the retrieval of e-mail from your voicemail, and the retrieval of voicemail from your e-mail.

    In Cisco Unity, you will be enabling the Text-to-Speech (TTS) capability. In Cisco Unity Connection, you will be enabling the TTS and Internet Mail Access Protocol (IMAP) capability.

    The Upgrade designation next to the Unified Messaging service indicates that the existing e-mail and voicemail are being upgraded to include the Unified Messaging feature.

    Unified Messaging Service 1 A Unified Messaging Service order includes the line, endpoint, voicemail and e-mail, and Unified Messaging services.

    The list of services that are available to users is based on user roles and Provisioning system configuration. To modify this list to include the services you require, contact your Provisioning administrator.

    User Services Enables presence messaging by enabling the user's presence service settings on a Call Processor.
    To configure User Services, do the following:
    1. Add the Presence Server to Provisioning and perform the Infrastructure synchronization.
    2. Add the Presence Server to the Service Area that will be used for ordering.
    Note    User Services is available for Cisco Unified Communications Manager 9.x.
    Note    For Cisco Unified Communications Manager 10.0 and above, User Services will not be available as an orderable service. It is added by default, when you create an order for a service.
    Voicemail and Email (bundle) Create orders for additional Voicemail and Email services if the user already has a line.

    The Upgrade designation next to the Voicemail and Email service indicates that the line service is being upgraded to include voicemail and e-mail.

    When placing an order for voicemail on Cisco Unified Communications Manager Express, you must enter the call-forward provisioning attributes. When entering an order, click Advanced Order Configuration and in the Voicemail Configuration Template provisioning attribute, enter the following commands: call-call-forward busy <voice mail port/dn> forward noan <voice mail port/dn> timeout <seconds>

    Voicemail (individually) Create orders for additional Voicemail services if the user already has a line.

    The Upgrade designation next to the voicemail service indicates that the Line service is being upgraded to include voicemail.

    When placing an order for voicemail on a Cisco Unified Communications Manager Express, you must enter the call-forward provisioning attributes. When entering an order, click Advanced Order Configuration and in the Voicemail Configuration Template provisioning attribute, enter the following commands: call-forward busy <voice mail port/dn>call-forward noan <voice mail port/dn> timeout <seconds>

    Email (individually)

    2
    Create orders for additional Email services if the user already has a line and voicemail.

    The Upgrade designation next to the Email service indicates that the Line service is being upgraded to include e-mail.

    1

    After ordering Email or Unified Messaging Service on Cisco Unity, there is an initial delay in appending the full Domain information to the email address in the User Record Details page. After placing the order, you should run user synchronization and Domain synchronization so that the complete email address appears.

    2

    After ordering Email or Unified Messaging Service on Cisco Unity, there is an initial delay in appending the full Domain information to the email address in the User Record Details page. After placing the order, you should run user synchronization and Domain synchronization so that the complete email address appears.

    Table 3 Order Entry Fields
    GUI Element Description
    Associated PC The name (DNS resolvable) or IP address of the computer to be used with the SoftPhone support.
    Email ID Enter the e-mail ID. It cannot contain spaces.
    Display Name (Email) Enter the name to be used in the From field of the e-mail.
    Enable Extension Mobility Select Yes or No .
    Extension Mobility Line Select one of the following: Auto-assigned-System automatically assigns a directory number.

    Chosen Line-User specifies a directory number. The directory number cannot include dashes or spaces.

    Line Type Select one of the following:
    • Auto-assigned-System automatically assigns a directory number.
    • Chosen Line-You specify a directory number. The directory number cannot include dashes or spaces.
    After the line is configured, to save your settings, you must click the save icon on the right side of the page.

    After you make a selection, the Advanced Order Configuration option appears on the page. You can then configure the provisioning attributes for the line. You can copy the provisioning attributes of a configured line on the same endpoint by selecting the line from the Copy Line field and clicking Done.

    Directory Number You can either enter a directory number directly into the field, or you can choose a directory number by clicking the Chooser icon.

    If you click the Chooser icon, a Directory Number search page appears. To use the Directory Number search page, do the following:

    1. In the Directory Number search page, choose your search criteria from the following:
      • Directory Number-Enter a specific number to search for.
      • Available DNs-When selected, all directory numbers that are available in the Provisioning database are displayed.
      • Reserved DNs-When selected, all directory numbers that are reserved for the user for whom the order is being placed are displayed.
      • DN Blocks-The directory number blocks that are configured for the Service Area on which the order is being placed are displayed.
    2. Click Find. Your search results appear
    3. Click the desired directory number.
    The number is entered into the Directory Number field.
    Line Position During the order process, a page appears that lists the available line positions on the endpoint. Next to the line position, it indicates whether or not the line position is available.

    In the line position page, you can do the following:

    • Configure the line type-Click Not Assigned next to the line, and in the next page, configure the line type. After the line is configured, you must click the save icon on the right side of the page, to save your settings.
    • Change line position-Click the up or down arrow beside the line position.
    Line position is not supported on Cisco Unified Communications Manager Express or Extension Mobility Access Lines.
    Selected Endpoint Select an endpoint from the list.
    MAC Address (Optional) Select a MAC address or enter one. In case of Analog endpoints, MAC address is generated based on the selected voice port.
    Endpoint Type Select an endpoint type from the list.
    Protocol Select the protocol. Endpoints support both SCCP and SIP, or any one. Provision with the default protocol set in the Provisioning Attribute.
    Target Endpoint Select a target endpoint from the list.
    Phone Button Template List of available Phone Button Templates.
    Service Template List of available Service Templates.
    Analog Voice Gateway Reference Select an analog voice gateway reference.

    Before executing the user synchronization, the infrastructure synchronization should be executed. During user synchronization, if the synced back analog endpoint is associated to a voice gateway reference that does not exist in IM, then the voice port instance creation and its association will be skipped. As a result, the analog endpoint will not be manageable through Cisco Prime Collaboration Provisioning.

    Synchronization of analog endpoints and IM instance creation will be done only for the Call Processor versions 6.x and above. For Call Processors versions 5.x and below the analog endpoint instance creation will be skipped since the analog voice gateway support is provided only for Call Processor version 6.x and above.

    The Analog Voice Gateway Reference field is enhanced to include the description of the gateway along with the alphanumeric reference number. While configuring the Voice Gateway infrastructure service, if the gateway description is provided, then the description will appear in the Analog Voice Gateway Reference field.

    Name Name of the Remote Destination Profile.
    Description Description of the Remote Destination Profile.
    Selected Remote Destination Profile Name of the selected Remote Destination Profile.
    Service Area List of available Service Areas.

    If a Service Area has a Unity Connection configured as a Unified Messaging Processor, and the Unity Connection does not have an external e-mail server, Provisioning will not list this Service Area as an option when ordering Email.

    Unified Messaging List of available e-mails for which you can enable Unified Messaging.
    Use Dummy MAC Address Used for Tool for Auto-Registered Phones Support (TAPS) phones. If you check this check box, Provisioning creates a phone with a dummy MAC address, which is unique in the system.

    After a TAPS phone is provisioned on the Cisco Unified Communications Manager and updated with a real MAC address, you must run a user and Domain synchronization in Provisioning. This updates the dummy MAC address in Provisioning with the real MAC address.

    After a dummy endpoint is ordered, change and cancel orders do not require a user or Domain synchronization.
    Voicemail Alias Enter an alias for the voicemail.
    Voicemail Display Name Enter a display name for the voicemail.
    Voiceport Based on the Analog Voice Gateway Reference field, the relevant Voiceport is populated. You can view the list of occupied and available ports. Only the available port will be selected for ordering.
    Advanced Order Configuration Lists the available provisioning attributes for the ordered service. This allows you to set provisioning attributes when placing an order (for more details on provisioning attributes, see Creating Service Templates. Click the plus sign (+) next to the Advanced Order Configuration option to expand this pane.

    To unset the value of a provisioning attribute that has a numeric value in Cisco Unified Communications Manager, you must enter a zero for the value. If you only clear the value, the provisioning attribute is not unset in Cisco Unified Communications Manager.

    Advanced Order Configuration is available only to users who are assigned the Advanced Ordering authorization role.
    Choose a reserved endpoint Opens a search page that lists reserved endpoints. A reserved endpoint is booked for a specific user.
    Copy endpoint

    Opens a search page that lists all the endpoints in the system that are supported by the user role. Copy endpoint allows you to provision a new endpoint with the same settings of an existing endpoint.

    To copy settings, in the search page, select an endpoint and click OK to confirm that you want the endpoint's settings copied to the new endpoint.

    This feature is available only to users with the Advanced Ordering role.

    When you have Global access, you can copy all the endpoints that are orderable for the user, including managed and unmanaged endpoints, as long as the endpoint belongs to the same Call Processor.

    When you have Domain access, you can only copy managed endpoints that are orderable for the user and are in the user's manageable Domains, as long as the endpoint belongs to the same Call Processor.

    Because some settings are unique to each endpoint, not all settings are copied to the new endpoint. The following settings are not copied to the new endpoint:
    • Directory Number
    • MAC Address
    • Endpoint Description

    When an endpoint is copied, services are not copied to the new endpoint. For example, if lines, voicemails or e-mails exist on the endpoint, they will not be copied to the new endpoint. In addition to this, the set only attributes associated with the endpoint are not copied.

    Through Copy endpoint you can only copy the provisioning attributes that are set while creating an order.

    If the Cisco Unified Communications Manager version for the copied endpoint does not support an attribute, or if the copied endpoint type does not support an attribute, the attribute is cleared on the new endpoint.

    You are allowed to copy only an analog phone to another analog phone. Copying an IP phone to analog phone is not allowed.

    When an endpoint is copied, the provisioning attributes that are set during the add order are only copied.

    Once the Order is completed, in Cisco Unified Communications Manager, the Overriding Common settings check box is enabled. It means that the default attributes of the new endpoint have been modified.
    Orderable Cisco Jabber Services

    You can order Cisco Jabber services only if you have enabled Jabber on a Cisco Unified Communications Manager. To enable Jabber for a Cisco Unified Communications Manager, choose Deploy > Unified communication Services.

    Select a Jabber service from the list:
    • Cisco Jabber for Tablet
    • Cisco Jabber for iPhone
    • Cisco Jabber for Desktop
    • Cisco Jabber for Blackberry
    • Cisco Jabber for Android

    Line to End-user Association for Call Processors

    Line to end-user association is automatically created in the Call Processors when ordering any of the following Line services for Provisioning:
    • Line
    • Line on a Shared Endpoint
    • Extension Mobility Line
    • Remote Destination Profile Line
    Association will be created based on the following rules:
    • For Add order of any Line service, end-user association is automatically provisioned in the Call Processor for all the Line services.
    • For Change order on any Line service, association is created as follows:
      • If user association does not exist, association is provisioned between ordering User ID and Line services.
      • If user association exists and if ordering User ID is already associated, association is preserved.
      • If user association exists and if it is not ordering User ID, a new association is provisioned for the ordering user along with already existing users.
    • For Cancel orders of any Line services, as the service itself is deprovisioned, end-user associations are also removed from Cisco Unified Communications Manager.
    • While you modify or replace endpoint orders, you should provide supported values based on the endpoint type. If valid values are not provided, the order will move to an unrecoverable state. For example, Iphone and Nokia has specific set of supported values.
    • For Replace orders of endpoint, user association is preserved from the old endpoint.
    • For Change Owner cases (applicable only for IP Phone):
      • Users associated with lines of previous owner should be replaced with new owner association.
      • When changing owner of a endpoint from a registered user to a pseudo user, association is de-provisioned.
      • When changing owner from a pseudo user to a normal user, association is added.

    If a line is not provisioned through Cisco Prime Collaboration Provisioning, the user association for the line may not get created in Cisco Unified Communications Manager after it is synchronized to Provisioning.

    If this occurs you should run the Line to End-user Association utility. If you do not run the utility, the presence status for any lines other than the primary extensions will not be reported and the Single Number Reach Service will not work correctly.

    For information on running the Line to End-user Association utility, see http:/​/​www.cisco.com/​en/​US/​products/​ps12363/​prod_​installation_​guides_​list.html.

    During user synchronization, Cisco Prime Collaboration Provisioning synchronizes all user associations of Line objects from the Call Processor.

    • Only Cisco Unified Communications Managers versions greater than 6.0.x are provisioned with this association.
    • This association is not applicable for pseudo users .

    Note


    You cannot unset a particular user from a list of associated users. To work around this limitation, remove the user association manually from the Cisco Unified Communications Manager and synchronize Cisco Unified Communications Manager with Cisco Prime Collaboration Provisioning.


    Ordering Shared Endpoints and Lines

    You can configure both shared endpoints and lines within Cisco Prime Collaboration Provisioning. The following scenarios are possible:

    • Common shared line—Multiple users share the same line from different endpoints.
    • Primary shared line—Multiple users share the same line from different endpoints, but one user’s line display is used for all users (for example, a help desk). Users can also have their own lines separate from the shared line.
    • Shared endpoint—Multiple users share the same endpoint, but have separate lines from that endpoint.

    When ordering shared lines and endpoints, remember the following:

    • If the second user orders a line on a shared endpoint that already has a line with voicemail, email, and unified messaging, he will not see these products for the first line in his user record. This also occurs when a shared line is ordered.
    • If the second user deletes a shared endpoint, it is still displayed in the user record for the first user, and it is still present in Cisco Unified Communications Manager. But if the second user deletes any lines on the shared endpoint, those lines are deleted from the user record for the first user and from Cisco Unified Communications Manager.
    • If the second user deletes a shared line, it is deleted from the second user's endpoint on Cisco Unified Communications Manager. But it is still displayed in the user record for the first user, and is still present in the first user's endpoint on Cisco Unified Communications Manager.
    • The first user should not order a new voicemail for the second user's line (which displays a voicemail in its own user record). This second voicemail will fail on Cisco Unity because a voicemail already exists with the same directory number.
    • Any changes made to the directory number provisioning attributes that are set on a shared line are also applied to all the lines that share the same directory number. The directory number attributes for the existing line are applied to the new shared line.
    • If the first user deletes a shared line or a endpoint, the associates of the shared line or a endpoint will move to the second user.

    Setting Up a Common Shared Line

    You can configure a scenario where multiple users share the same directory number by using lines on their own endpoints:

    • Each user’s name is displayed on the shared line on their own endpoint.
    • Caller ID displays the user’s name when they call other people.
    • Each user’s own endpoint and the shared line are displayed in their own user record. To set up a Common Shared Line:
    Procedure
      Step 1   Choose Deploy > User Provisioning.
      Step 2   Check the check box next to the user that you want to provision the services.
      Step 3   Click Provision Services.
      Step 4   In the User Service Details page, click New Service.
      Step 5   Select a Service Area and click Continue.
      Step 6   Select Line on a Shared Endpoint and click Continue to start the order process.
      Step 7   Do the following:
      • Select Chosen Line for the line on a shared endpoint type.
      • Select the Line Position for the line.
      • Specify the Target endpoint.
      • Specify the directory number for the shared line.
      Step 8   Expand the Advanced Order Configuration pane.
      Step 9   In the Directory Number Information pane, select the Route Partition for the directory.
      Step 10   Enter the required information in the other panes available under Advanced Configuration, and click Confirm.
      Step 11   Repeat these steps for each of the remaining users.

      Setting Up Primary Shared Lines

      You can configure a scenario where multiple users share the same line from their own endpoints, but the primary user’s line display takes precedence over the others:
      • One primary user, and one or more secondary users, can all share the same line.
      • The primary user’s line display appears on the shared line on all the user’s endpoints.
      • When a secondary user makes calls using the shared line, the caller ID displays the primary user’s line display.
      • User records for secondary users display the shared line as well as their own individual lines.
      • User records for the primary user display all three shared endpoints and all three lines as well as the lines of the individual users.

      Example Procedure for Setting Up a Primary Shared Line

      In this scenario, the Help Desk is the primary user that shares a line with secondary users 1 and 2.

      User Line Display Destination Number

      Primary User

      Help Desk

      123

      User 1

      User 1

      321

      User 2

      User 2

      345


      Note


      For all endpoints, ensure that you choose an endpoint model that has capacity for the shared line.
      Procedure
        Step 1   Choose Deploy > User Provisioning.
        Step 2   Click User 1, and then click New Service.
        Step 3   Select a Service Area and then click Continue.
        Step 4   Select Endpoint Service and click Continue
        Step 5   Click Not Assigned link to assign the line type.
        Step 6   Specify the directory number as 321. You can create orders for endpoints and services. You can create orders for individual services, or you can order bundled services.
        Step 7   Repeat Step 1 through Step 6 for User 2, but specify the directory number as 345.
        Step 8   Repeat Step 1 through Step 6 for Primary User (Help Desk), but specify the destination number as 123.
        Step 9   Repeat Step 1.
        Step 10   Click Primary User.
        Step 11   Select a new Line on Shared Endpoint, making sure to do the following:
        • Select Chosen Line.
        • Specify 123 for the directory number.
        • Select the MAC address for User 1’s endpoint.
        Step 12   Select the MAC address for User 2’s endpoint.

        Repeat Step Step 10, making sure to do the following:

        Select Chosen Line.

        Specify 123 for the directory number.

        Step 13   Click Confirm.

        You can configure a scenario where two or more users share the same endpoint, but have their own lines and line display information:
        • Each user's line display shows up on their line on the shared endpoint.
        • Caller ID displays the appropriate user's line display when they call other people.
        • Each user record lists the shared endpoint, their own line, and the other user's line.

        Ordering Lines without Endpoints

        Cisco Prime Collaboration Provisioning allows you to order lines or shared lines without any associated endpoints. The users can add the desired endpoints to these lines through the User Provisioning page (Deploy > User Provisioning) or Self-Care (see Using Prime Collaboration Self-Carefor information on Self-Care). You can add lines without endpoints through UI or in bulk through batch provisioning.


        Note


        This feature is supported for Cisco Unified CM 10.0 and above. This feature is supported for all deployment models such as small, medium, and large.


        To add an endpoint to the line, rest your cursor on the line service listed in the Service Details pane and click the Attach Endpoint option. You can detach the associated endpoint from a line using the Detach Endpoint option in the quick view.

        You have to re-synchronize after the endpoints are associated through Self-Care to manage the endpoints registered through Self-Care.

        You can retain the line services of an endpoint while cancelling the endpoint. Once the endpoint service is cancelled, the retained lines will be considered as lines without endpoint. Cisco Prime Collaboration Provisioning allows you to add voicemail and email services to the lines without endpoints.

        You can use the following Endpoint/Line Mismatch Reports to identify the lines that are not associated to endpoints:
        • Users with No Line
        • Users with Lines and No Endpoint
        • Unassigned Lines

        To generate this report, Choose Reports > Endpoint/Line Mismatch Reports, and click Export next to the desired report.

        Ordering Voicemail Service

        To order Voicemail service:

        Procedure
          Step 1   Choose Deploy > User Provisioning.
          Step 2   Click the desired user.
          Step 3   In the User Service Details page, click New Service.
          Step 4   Select a Service Area from the drop down list. Rest your mouse pointer over the quick view icon for information on a Service Area in the drop-down list.
          Step 5   Click Continue.
          Step 6   Select Voicemail service and click Continue.
          Step 7   In the Service Provisioning page, do the following:
          • Enter the required information in the Basic Voicemail Information pane.
          • In the Advanced Order Configuration pane, enter the required information in the following tabs:
            • General (see Table 1 for field description).
            • Received Messages (see Table 2 for field description).
            • Call Behavior (see Table 3 for field description).
            • Phone Menu (see Table 4 for field description).
            • Sent Messages (see Table 5 for field description).
            • Alternate Identities
          Note    General, Received Messages, Call Behavior, Phone Menu, Sent Messages, and Alternate Identities tabs are displayed for Unity Connection 10.x and above.
          Step 8   Click Continue.
          Step 9   Click Confirm and then click OK.

          Table 4 Advanced Order Configuration - General
          Field Description
          Cross-Server Transfer Extension Enter the extension to release transfer calls to, if a user attempts to transfer a call to another user but the cross-server transfer attempt is unsuccessful.

          Outgoing Fax Server

          Select the applicable fax server for the user.

          Partition Select the partition to which the object belongs. Partitions are grouped together into search spaces, which are used to define the scope of objects (for example, users and distribution lists) that a user or outside caller can reach while interacting with Unity Connection.
          Search Scope Select a search space to apply to the user account.
          Phone System Select the phone system on which the user extension was created.
          Active Schedule Select a schedule from the list to specify the days and times that the standard and closed greetings play, as well as the action that Unity Connection takes after the greeting.
          List in Directory Check this check box to list the user in the corporate directory, which outside callers can use to reach users.
          Send Non-Delivery Receipts on Failed Message Delivery Check this check box to route non-delivery receipt (NDR) messages to the sender when message delivery fails.
          Skip PIN When Calling From a Known Extension Check this check box if you do not want this user to be asked for a PIN when calling from this extension.
          Use Short Calendar Caching Poll Interval Check this check box so that the Outlook calendar information for the user is updated according to the frequency that is configured in the Calendars: Short Calendar Caching Poll Interval (In Minutes) field.
          Set for Self-Enrollment at Next Sign-In Check this check box so that the user is asked at the next sign-in to record a name and a standard greeting, to set a PIN, and to choose whether to be listed in the corporate directory.
          Location
          Address Enter the user address.
          Building Enter the building the user is located in.
          City Enter the city.
          State Enter the state.
          Postal Code Enter the postal code.
          Country Enter the country.
          Time Zone Select the desired time zone for the user.
          Language Select the desired language for the user.
          Manager Enter the name of the manager.
          Department Enter the user department.
          Billing ID

          Billing ID can be used for organization-specific information, such as accounting information, department names, or project codes.

          Table 5 Advanced Order Configuration - Received Messages
          Field Description
          Maximum Message Length Set the recording length (in seconds) allowed for messages left by unidentified callers.
          Callers Can Edit Messages Check this check box to allow callers to be prompted to listen to, add to, rerecord, or delete their messages.
          Message Urgency
          Indicate the action that Unity Connection allows when a message has been left by an unidentified caller or by a user who has not explicitly signed in:
          • Mark Normal—Messages left by unidentified callers are never marked urgent.
          • Mark Urgent—All messages left by unidentified callers are marked urgent.
          • Ask Callers—Connection asks unidentified callers whether to mark their messages urgent.
          Message Sensitivity
          Indicate the action that Unity Connection allows when a message has been left by an unidentified caller or by a user who has not explicitly signed in:
          • Mark Normal—Messages left by unidentified callers are never marked private.
          • Mark Private—All messages left by unidentified callers are marked private.
          • Ask Callers—Connection asks unidentified callers whether to mark their messages private.
          Mark Secure Check this check box to have Unity Connection mark messages as secure that are left for this user by unidentified callers or by users who have not explicitly signed in.
          Play After Message Recording Indicate the action that Unity Connection performs after a message has been sent by an unidentified caller or by a user who has not explicitly signed in:
          • Do Not Play Recording—No recording will be played after the message has been sent.
          • System Default Recording—Play the default system recording after the message has been sent.
          • Play Recording—Play the customized recording after the message has been sent.
          Recording Selection This field will be enabled only if you select the Play Recording option in the Play After Message Recording field.
          Language That Callers Hear Select the language in which system prompts are played to callers.
          After Message Action This field will be enabled only if you select the Play Recording option in the Play After Message Recording field.
          Respond to Requests for Read Receipts Select the language in which system prompts are played to callers.

          Message Aging Policy

          Indicate the action that Unity Connection performs after a caller leaves a message:
          • Call Action—Select the applicable action from the list.
          • Call Handler—Sends the call to the system call handler that you specify.
          • Interview Handler—Sends the call to the interview handler that you specify.
          • Directory Handler—Sends the call to the directory handler that you specify.
          • Conversation—Sends the call to the conversation that you specify.
          • User with Mailbox—Sends the call to the user extension that you specify.
          Use System Settings for Mailbox Quotas Check this check box to use the system settings for mailbox quotas.
          Warning Quota When the mailbox for a user reaches this size, the user is warned that the mailbox is near the maximum size allowed.
          Send Quota When the mailbox for a user reaches this size, the user is prevented from sending any more voice messages.
          Send/Receive Quota When the mailbox for a user reaches this size, the user is prevented from sending or receiving any more voice messages.
          Message Actions
          Voicemail Select the action that Unity Connection takes when the user receives a voice message.
          Email Select the action that Unity Connection takes when the user receives an e-mail message.
          Fax Select the action that Unity Connection takes when the user receives a fax message.
          Receipt Select the action that Unity Connection takes when the user receives a delivery receipt.
          Table 6  Advanced Order Configuration - Call Behavior
          Field Description
          Caller Input Keys To edit caller input settings, select the applicable key.
          Wait for Additional Digits Indicate the amount of time that Unity Connection waits for additional input after callers press a single key that is not locked.
          Enable Prepend Digits Check this check box to simulate abbreviated extensions by using prepended digits for call handlers and user mailboxes.
          Prepend Digits Enter the digits that are prepended to any extension that a caller dials while listening to the greeting of the user.
          Alternate Rule, Closed Rule, and Standard Rule
          Rule Status Specifies whether the rule is enabled or disabled.
          Date/Time

          Indicates the date and time at which the rule is disabled, if it has been enabled until a specific end date.

          Transfer Calls To
          Select one of the following settings:
          • Greeting—When this option is selected, the call is transferred as follows: For user settings—to the user greeting, without ringing the user phone. For call handler settings—to the call handler greeting.
          • Extension—Enter an extension to which the call is forwarded.
          Extension The extension that the phone system uses to connect to the object.
          Transfer Type
          Select how Unity Connection transfers calls.
          • Release to Switch—Unity Connection puts the caller on hold, dials the extension, and releases the call to the phone system. When the line is busy or is not answered, the phone system—not Unity Connection—forwards the call to the user or handler greeting. This transfer type allows Unity Connection to process incoming calls more quickly. Use Release to Switch only when call forwarding is enabled on the phone system.
          • Supervise Transfer—Unity Connection acts as a receptionist, handling the transfer. If the line is busy or the call is not answered, Unity Connection—not the phone system—forwards the call to the user or handler greeting. You can use supervised transfer whether or not the phone system forwards calls.

          Transfer options apply only to indirect calls; they do not apply when an unidentified caller or another user dials a user extension directly.

          Rings to Wait For Select the number of times the extension rings before playing the user or handler greeting.

          Play the “Wait While I Transfer Your Call” Prompt

          Check this check box to have Unity Connection play “Wait while I transfer your call” to callers while performing the transfer.

          If Extension Is Busy

          Indicate how Unity Connection handles calls when the phone is busy. You may want to use holding options sparingly, because having calls on hold can tie up ports.

          Tell Me When the Call Is Connected

          Check this check box to have Unity Connection say “transferring call” when the user answers the phone.

          This option is unavailable when Release to Switch is selected or when the Transfer Calls To setting is set to the Greeting option.

          Tell Me Who the Call Is For

          Check this check box to have Unity Connection say “call for <recorded name of user or call handler>” or “call for <dialed extension number>” when the user answers the phone. Use this setting when users share a phone or a user takes calls from more than one dialed extension.

          This option is unavailable when Release to Switch is selected or when the Transfer Calls To setting is set to the Greeting option.

          Ask Me If I Want to Take the Call

          Check this check box to have Unity Connection ask users whether they want to take a call before transferring the call.

          This option is unavailable when Release to Switch is selected or when the Transfer Calls To setting is set to the Greeting option.

          Ask for the Caller's Name

          Check this check box to have Unity Connection prompt callers to say their names. When answering the phone, the user hears “Call from...” before Connection transfers the call.

          This option is unavailable when Release to Switch is selected or when the Transfer Calls To setting is set to the Greeting option.

          Table 7 Advanced Order Configuration - Phone Menu
          Field Description
          Touchtone Conversation Menu Style Select the menu style to be used for touchtone conversation.
          Touchtone Conversation Select the Touchtone Conversation style that users hear when they listen to and manage their messages by phone.
          Conversation Volume Select the volume level at which users hear the conversation.
          Conversation Speed Select the speed at which prompts are played to users.
          Enable Finding Messages with Message Locator Check this check box to allow users to find voice messages from other users and from unidentified callers when they check messages by phone.
          Message Locator Sort Order Select one of the following options:
          • Last In, First Out
          • First In, Last Out
          Use in conjunction with the Finding Messages with Message Locator-Enabled check box, to allow users to find specific messages by phone.
          Time Format Indicates the time format that Unity Connection uses to play time stamps when users listen to their messages by phone.
          When Responding to Menus
          Times to Repeat Menu Specify how many times Unity Connection repeats a menu when a user has not responded to it. The range of valid entries is 0 to 10.
          Wait for First Touchtone (Milliseconds) Specify how long Unity Connection waits for a user to press a first key or say a voice command after playing a menu. The range of valid entries is 500 to 10,000 milliseconds.

          Default setting: 5,000 milliseconds.

          Wait for Names, Extensions, and PINs (Milliseconds) Specify how long Unity Connection waits for additional key presses after the user has pressed a key when entering usernames or extensions to address a message, update passwords or PINs, change call transfer or message notification numbers, and so on. The range of valid entries is 1,000 to 10,000 milliseconds.

          Default setting: 3,000 milliseconds.

          Wait for Multiple Digit Menu Options (Milliseconds) Specify how long Unity Connection waits for additional key presses after the user has pressed a key that represents the first digit of more than one possible key combination in a particular phone menu. The range of valid entries is 250 to 5,000 milliseconds.

          Default setting: 1,500 milliseconds.

          After Sign-In, Play Check the appropriate check boxes to indicate what Unity Connection plays after a user signs in.
          When Exiting the Conversation Select from the following actions, to indicate the destination to which Unity Connection sends users when they exit the conversation:
          • Call Action—Select the applicable action from the list.
          • Call Handler—Sends the call to the system call handler that you specify.
          • Interview Handler—Sends the call to the interview handler that you specify.
          • Directory Handler—Sends the call to the directory handler that you specify.
          • Conversation—Sends the call to the conversation that you specify.
          • User with Mailbox—Sends the call to the user extension that you specify.
          Table 8 Advanced Order Configuration - Sent Messages
          Field Description
          Message Volume Select the volume level at which Unity Connection plays the body of user messages and recorded introductions for fax messages when users play their messages by phone.
          Message Speed Select the speed at which Unity Connection plays the body of user messages and recorded introductions for fax messages when users play their messages by phone.
          Fast Forward Message by (milliseconds)

          Specify the amount of time that Unity Connection skips ahead when users fast-forward while listening to messages.

          Rewind Message by (milliseconds)

          Specify the amount of time that Unity Connection skips back when users rewind while listening to messages.

          For Saved Messages Play Count

          Check this check box to have Unity Connection announce the total number of messages that have been saved.

          For Draft Messages Play Count Check this check box to have Unity Connection announce the number of messages that have been saved as drafts.
          Play Message Type Menu Before Messages

          Check this check box so that Unity Connection plays the message type menu when users sign in to Unity Connection by phone:

          After the Menu Automatically Advance to the Next Message Check this check box to set Unity Connection to automatically move to the next message in the message stack without requiring user to perform any action in the After Message Menu options, such as Save or Delete.
          Confirm When Deleting New and Saved Messages Check this check box to have Unity Connection ask users to confirm their choice when they delete new and saved messages by phone. Consider checking this check box if users do not have access to deleted messages.
          For New Messages, Play Check the check boxes, as applicable, to have Unity Connection announce message count totals for messages that are marked new.
          When Disconnected During Message Playback
          Create a Message Bookmark

          Check this check box if you want Unity Connection to create a message bookmark when the call is disconnected or the user hangs up while listening to a message.

          Mark a New Message

          Indicate whether you want Unity Connection to leave messages marked as new or mark them as saved (read) if users access the message body and then hang up or are disconnected before indicating how to manage the message.

          For Each Message, Play
          Sender’s Information

          Check this check box so that Unity Connection plays caller information about a message sender after playing the message.

          Include Extension

          Use in conjunction with the Sender’s Information check box. Check this check box to have Unity Connection include the extension of the user who left the message, in addition to the recorded name, after playing the message.

          Sender’s ANI

          Use in conjunction with Sender’s Information check box. For messages left by an unidentified caller, check this check box to have Unity Connection provide the phone number (ANI or caller ID) information after playing the message.

          New Message Play Order Indicate the order in which Unity Connection plays new messages to the user:
          • Sort by Message Type—Select a message type, and then select the Up and Down arrows to reorder the list of message types.
          • Then By—Select Newest First or Oldest First to specify the order in which Unity Connection plays new or saved messages.

          Note that except for receipts, urgent messages are always played before regular messages for each message type (receipts are sorted by the time that they were sent).

          Saved Message Play Order Indicate the order in which Unity Connection plays saved messages to the user.
          Deleted Message Play Order Select Newest First or Oldest First to specify the message order for deleted messages.
          Note    Except for receipts, urgent messages are always played before regular messages for each message type (receipts are sorted by the time that they were sent).
          Send Message Settings
          User Can Send Broadcast Messages to Users on This Server Check this check box to allow users to send broadcast messages to all users on the local Unity Connection server.
          User Can Update Broadcast Messages Stored on This Server Check this check box to allow users to edit broadcast messages. By checking this check box, you also enable users to send broadcast messages to all users on the local Unity Connection server.
          Message Addressing and Sending
          Enter a Recipient By Select how the conversation prompts users to address messages to other users:
          • Spelling the Last Name Then First Name
          • Entering the Extension
          • Spelling the First Name Then Last Name
          Confirm Recipient by Name Enable this option if you want users to hear a confirmation of a selected name when addressing users.
          Continue Adding Names After Each Recipient Enable this option so that Unity Connection asks users to continue adding names after each recipient when sending and forwarding messages to multiple recipients.
          When a Call Is Disconnected or the User Hangs Up Indicate whether you want Unity Connection to send or discard messages when calls are disconnected while users are in the process of sending, replying to, or forwarding a message.

          Calls can be intentionally or unintentionally disconnected when a user hangs up or a mobile phone loses its charge or signal, and so on.

          Allow Users to Save Draft Messages Check this check box to allow the user to choose whether to save a message as a draft during message composition.
          Retain Urgency Flag When Forwarding or Replying to Messages Check this check box to have Unity Connection retain the urgency flag when users forward or reply to urgent messages by using the phone interface.

          Changing the Voicemail Password/PIN

          To change the voicemail password/PIN for a user:

          Procedure
            Step 1   Choose Deploy > User Provisioning.
            Step 2   Place your cursor over the quick view icon to launch the quick view for the user.
            Step 3   Click Manage Passwords/PINs.
            Step 4   In the Manage User page, select Unity Connection PIN from the Select Password drop-down list to change the voicemail PIN of the user. Select Unity Connection Web Password to change the web application password for Unity Connection.
            Step 5   Click Done.

            The Unity Connection Password/PIN that you add in the Manage User page will be applied to all the voicemail accounts created for the user.

            To change the Password/PIN for an individual voicemail account, place your cursor over the quick view icon displayed next to the Voicemail service in the Service details page, and click Password/PIN. You can also change the password/PIN settings in the Manage Voicemail page. The following table explains the fields displayed in the Password/PIN settings area of the Manage Voicemail page.
            Field Description
            Locked by Administrator Check this check box to prevent a user from accessing Cisco Unity Connection. To prevent a user from accessing voicemail, check this check box for the Voicemail PIN.
            User Cannot Change Select this option to prevent the user from changing the password or PIN. Use of this setting is most applicable for accounts that can be accessed by more than one person. When you select this option, also check the Does Not Expire check box.
            User Must Change at Next Sign-In Select this option when you have set a temporary password or PIN, and want the user to set a new password or PIN the next time that the user signs in to Cisco Unity Connection.
            Does Not Expire Check this check box to block the system from prompting the user to change this credential. Use of this check box is most applicable for low-security users or for accounts that can be accessed by more than one person. If this check box is checked, the user can still change this credential at any time.
            Authentication Rule Select the authentication policy to apply to the selected user password or PIN settings.

            Ordering Presence Services

            To order a Presence service:

            Procedure
              Step 1   Choose Deploy > User Provisioning.
              Step 2   Check the check box next to the user that you want to provision the services.
              Step 3   Click Provision Services.
              Step 4   In the User Service Details page, click New Service.
              Step 5   Select a Service Area and click Continue.
              Step 6   Select User Services and then click Continue to configure the User Services product.
              Note   

              User Services is available for Cisco Unified Communications Manager 9.x. After you upgrade to Provisioning 9.0, User Services will not be available for ordering. You should manually associate this service to the corresponding user role. See Associating User Roles with Services

              For Cisco Unified Communications Manager 10.0 and above, User Services will not be available as an orderable service. It is added by default when you create an order for a service.

              The User Services Entry fields table describe the various fields for configuring the User Services.

              Step 7   Click Continue.
              Step 8   In the Order confirmation page, click Confirm.

              Table 9 User Services Entry Fields
              Field Description
              Service Template Choose the service template that you want to use.
              Enable Service Settings
              Enable User for Unified CM IM and Presence Used to enable or disable Unified CM IM and Presence.
              Home Cluster Indicates whether this cluster is the home cluster for the user.
              UC Service Profile Used to associate a service profile to a user.
              User Profile Indicates the profile that is associated to a user.
              User Locale From the drop-down list, choose the locale that is associated with the user. The user locale identifies a set of detailed information to support users, including language and font.
              User Information

              Self-Provisioning User ID

              For Cisco Unified Communications Manager 10.0 and above, when you create an order for line service, S elf-Provisioning User ID is added to the Directory Number of the user by default (based on the primary extension number). If you want to change the Self-Provisioning User ID:

              1. 1. Place your cursor on the quick view icon displayed next to the User Services, and click Change.
              2. In the Change Order page, update the S elf-Provisioning User ID, and then click Continue.
              3. In the Confirm Details page, click Confirm.

              For Cisco Unified Communications Manager 9.x, Self-Provisioning User ID field will not be displayed.

              Extension Mobility
              Default Profile From the drop-down list, choose a default extension mobility profile for this user.
              Subscribe Calling Search Space From the drop-down list box, choose the calling search space to use for presence requests for the user. If you do not select a calling search space for the user from the drop-down list, the Subscribe calling search space defaults to None.
              Enable Extension Mobility Cross Cluster Check this check box to enable this user to use the Cisco Extension Mobility Cross Cluster feature.
              Directory Number Association
              Primary Extension This field represents the primary directory number for the user.
              Mobility Information
              Enable Mobile Voice Access Check this check box to allow the user to access the Mobile Voice Access integrated voice response (IVR) system to initiate Mobile Connect calls and activate or deactivate Mobile Connect capabilities.
              Maximum Wait Time for Desk Pickup Enter the maximum time in milliseconds that is permitted to pass before the user must pick up a call that is transferred from the mobile phone to desktop phone.
              Multilevel Precedence and Preemption Authorization Settings
              MLPP User Identification Number The MLPP User Identification number must be composed of 6 - 20 numeric characters.
              MLPP Precedence Authorization Level The Precedence Authorization level can be set to any standard precedence level from Routine to Executive Override.
              Groups and Roles
              Groups This list box displays after an end user record has been saved. The list box displays the groups to which the end user belongs. To add the user to one or more user groups:
              1. Click the Add button.
              2. Locate the groups to which you want to add the user, and check the check boxes beside those groups.
              3. Click Add Selected at the bottom of the window.
              To remove the user from a group, highlight the group in the Groups list box and click the Remove button.
              Roles The list box displays the roles that are assigned to the user.

              Associating a User Profile to a User

              You must assign a user profile to a user for enabling Self-Care for the user.

              The User Services includes the user profile provisioning attribute. The User Services will list all the configured user profiles. You can select the desired profile for the user at the time of ordering the service.

              The user profile attribute is also available in the service template for User Services. If user profile is configured at service area level, when the first order is placed for a user, the value will be retrieved from the service area and associated to the user.


              Note


              The user profile attribute is supported for Cisco Unified CM 10.x and above.


              If User Data Service (UDS) feature is enabled in Cisco Prime Collaboration Provisioning, user will be provisioned in all clusters, but the user profile will be assigned to the user only in the cluster where the first order is placed.

              Assigning user profile to a user automatically

              You can configure the user profile attribute at service area level by using the Service Templates for automatically associating the user profile to a user. At the time of user creation, the value of user profile will be rendered from the corresponding service area and added in the Add User request.

              Assigning user profile to a user manually

              To assign a user profile to a user manually, you must configure the User Services. You must select the desired user profile from the drop down list and place the order to associate the user profile to the user .

              You can change the configured user profile by updating the User Services. If the user profile is configured for a user, the configured user profile value will be displayed in the Service details page.


              Note


              As part of the user synchronization, the user profiles will be imported from call processor and stored in the Provisioning inventory.


              Managing Endpoints without an Associated User

              The Pseudo user role allows you to provision endpoints without an associated user in the Call Processor.

              Provisioning an endpoint for a Pseudo user is the same as that for a regular user, except that a user is not created in the Call Processor. You can order any services that include the following base services for a Pseudo user:
              • Endpoint (including all endpoint types)
              • Line
              • Voicemail
              • Email
              • Unified Messaging

              Changing a user’s role from Pseudo to a regular role or vice versa is allowed only if the user does not have any services configured.

              The following procedure describes how to associate the endpoints that do not have an associated user to a pseudo or existing user.

              Procedure
                Step 1   Export all endpoints that do not have an associated user to a file (see Exporting Endpoints Without Associated Users).
                Step 2   Modify the exported file so that each endpoint can be associated to a new Pseudo user or desired existing user.
                Step 3   Create a batch action file using the modified file, and then run the batch project (see Batch Provisioning).
                Step 4   Upon completion of the batch project, you must run a Domain synchronization to assign a Service Area to the endpoint so that the endpoint will be displayed in the user record.
                Note   

                If a Service Area was listed in the file, the endpoint will be assigned to that Service Area (if an exact match is found) after a Domain synchronization is run. If Domain is configured to use the non-restricted synchronization rule, the endpoint will be assigned to the first available Service Area.


                Exporting Endpoints Without Associated Users

                You can export endpoints without associated users and batch import the endpoints with real or pseudo usernames.


                Note


                You can export hardware phones. You cannot export SoftPhones or Extension Mobility.


                Procedure
                  Step 1   Choose Deploy > Provisioning Inventory > Manage Endpoints.
                  Step 2   In the Endpoint Inventory Management page, select the Call Processor and endpoint model, and then click Search Endpoints Without Associated User.
                  Step 3   In the Endpoints Without Associated Users page, check the check box next to the endpoints that you want to export, and then click Export Selected Endpoints.
                  Step 4   If you plan to use the exported file for batch import of endpoints, specify the domain and suffix for user IDs in the Export Endpoints without Associated Users dialog box.
                  Step 5   Click Export.

                  Replacing Existing Endpoints

                  Through the Replace feature, you can replace an existing endpoint for a user, change the endpoint’s MAC address, or update other endpoint settings.


                  Note


                  The Replace feature does not allow you to change the line positions of assigned lines.


                  You can pick the same endpoint type, or choose from a list of other available endpoint types for the user. The endpoint types that users have access to are determined by their user role, and the number of lines on the endpoint that you are replacing. Endpoints that do not support the required number of lines are not available during the change order process.

                  When a endpoint is replaced, all of its lines are transferred to the new endpoint. The Service Area assigned to the new endpoint is the same as for the original endpoint.

                  Users with the ordering authorization role can replace their own endpoints, or those of other users.

                  When you submit a replace endpoint order, remember the following:

                  • Any attributes that are not supported by Cisco Prime Collaboration Provisioning and exist on the endpoint before placing a replace endpoint order will either be reset to their default values or dropped from the endpoint. For a list of supported attributes in Cisco Prime Collaboration Provisioning, see Provisioning Attribute Description.
                  • The lines assigned to the original endpoint are associated to the newly added endpoint. But the newly selected associated endpoint button template must support the same number (or more) of assigned lines as the original endpoint.
                  • Only services that are configured for the Domain will be kept after an endpoint replace order is performed. If any other services existed on the endpoint, they will be dropped.
                  • Some attributes may not be supported by a particular endpoint type on a given protocol, so when placing endpoint orders, you should only set values for attributes that are supported by the chosen endpoint type and protocol. If you do not, orders may fail.
                  • While replacing endpoint orders, you should provide a supported value for the DND Option attribute based on the endpoint type. Certain endpoint types like Nokia and iPhone accepts only one value whereas other endpoints supports up to 3-4 values for this attribute. If you provide wrong values for DND Option the order will not be replaced. To replace endpoints for users, in the Services pane, hover over the endpoint that you want to replace, and then click Replace in the Actions list. To change the basic and advanced settings for an endpoint or service, click Change in the Actions list.

                    Note


                    You cannot change the voicemail alias for all Provisioning versions. For Cisco Unity Connection, you can change the voicemail alias for all versions. For Cisco Unity versions earlier than 8.0, you cannot change the voicemail alias or line selected for changing voicemail; however, you can change the Display Name.


                  Changing the Owner of an Endpoint

                  You can change the ownership of an endpoint from one user to another user in the same Domain.

                  To change the owner of an endpoint, in the Services pane, hover over the endpoint that you that you want to change, and then click Change Owner in the Actions list.

                  When you change ownership of an endpoint, all services associated to the endpoint (Line, Email, Voicemail, and Unified Messaging) are also changed.

                  You can enter different values for the Email ID and Display Name, if applicable. If you do not change the e-mail ID, e-mail display name, voicemail alias, or voicemail display name, the services on the Unified Message Processor do not change. Only the user records in Provisioning for the old and new owners are changed.

                  However, if any of these settings are changed, the voicemail and e-mail accounts on the Unified Message Processor are deactivated and then reactivated.

                  The Service Area assigned to the new owner is the same as the Service Area assigned to the original owner.


                  Note


                  Users with the Ordering or Advanced Ordering role can make these changes, either to their own endpoints or to those of other users.

                  Attributes that contain the user’s login ID (first name and last name) are updated with the new user’s information (depending on the Domain rules and the user’s provisioning attributes).

                  The following attributes may contain the user’s login ID:

                  • Endpoint Description
                  • Alerting Name (online)
                  • Endpoint Owner User ID
                  • ASCII Display (Internal Caller ID)
                  • ASCII Line Text Label
                  • Line Text Label ASCII Alerting Name

                  Note the following points when changing the owner of an endpoint:

                  If the line is moved, the new user’s and old user’s telephone number and primary extension are updated accordingly.

                  If an endpoint is shared, you cannot change owners of the endpoint. The Change Owner button is not displayed.

                  If there are open orders against any of the associated services, a warning message appears, and you cannot continue.

                  Changing Line Information

                  You can submit an order to change line details. The following line details can be changed:

                  • Directory number
                  • Line position
                  • Provisioning attributes

                  You can change details on Line, Line on Shared Endpoint, and Extension Mobility Line products.

                  There are two sets of Provisioning Attributes on line products. One set is on the directory number level and the other is on the line level. When multiple lines share the same directory number, provisioning attributes set on the directory number level are common and shared among the line. Changing the provisioning attributes on one line impacts all of the lines.

                  Provisioning attributes set on the line level are not shared. Changing the provisioning attributes on one line does not impact the other lines.


                  Note


                  An asterisk (*) in front of an attribute display name in the Provisioning Attribute Management wizard is a directory number-level provisioning attribute that can be shared among lines.


                  When a new directory number is provided and the combination of the new number and the original route partition matches an existing directory number object, all the directory number-level provisioning attributes show values from the existing directory number object on the Provisioning Attribute Management wizard.

                  If you change the route partition, the wizard does not get refreshed automatically to show the new matched directory number values, and what is shown on the wizard will be provisioned on the endpoint.

                  To update Line details, in the Services pane, hover over the line that you want to change, and then click Change in the Actions list.

                  Unlocking Voicemail Accounts

                  If a voicemail account becomes locked (due to either user or system error), you can unlock the account through Cisco Prime Collaboration Provisioning.

                  You can unlock the following accounts:

                  • Voicemail account—For Cisco Unity, Cisco Unity Connection, and Cisco Unity Express devices.
                  • Web access account—For Cisco Unity Connection devices.
                  Before You Begin

                  To unlock voicemail accounts, you must configure the Cisco Unity or Cisco Unity Connection devices (see Managing Devices in Prime Collaboration Provisioning)

                  Procedure
                    Step 1   Choose Deploy > User Provisioning.
                    Step 2   Click the desired user.
                    Step 3   In the Services pane, hover over voicemail that you want to unlock. The Actions list with the option buttons appears. It enables you to perform the actions for the selected product.
                    Step 4   Click Unlock.
                    Note   

                    For Cisco Unity Connection, you may have a choice of either the voicemail or web access account. Select the desired account to unlock.

                    Step 5   Click Confirm and then click OK.

                    Searching for an Order

                    You can search for orders using any of the following information:

                    • Order information:
                      • Order number
                      • Author—Person who placed the order
                      • Order status
                      • Extended status—The state that the order is in (for example, being provisioned, waiting for approval, or waiting to ship)
                    • User information:
                      • Login
                      • First or last name
                      • Phone number
                      • Email
                      • Department
                      • Domain
                    • Order date
                    • Requested delivery date

                    To search for an order, choose Deploy > Search History. In the search page, enter the search information, and then click Search.

                    You can click Export to export the search details as a tab delimited file. Any changes made to the order can be viewed in this report.

                    Processing Orders

                    After you have submitted orders for users, they are approved and then shipped. Depending on how your Provisioning system has been configured, these steps may be automatic or may require processing by users.

                    There are four possible activities that can be assigned to users during the order processing stage. The activities are assigned based on the rules set for the Domain. For more information on rules, see Business Rules for Domain Synchronization.

                    • Approve orders—Approves orders before provisioning can occur, and can also reject orders. This user must be assigned the Approval authorization role. This is controlled by the following rules:
                      • IsAuthorizationRequiredForAddOrder
                      • IsAuthorizationRequiredForChangeOrder
                      • IsAuthorizationRequiredForCancelOrder
                    • Assignment—Assigns MAC address to an endpoint. This user must be assigned the Assignment role. This is controlled by the rule PhoneAssignmentDoneBy.
                    • Shipping—Ships the order. This user must be assigned the Shipping authorization role. This is controlled by the rule PhoneShippingDoneBy.
                    • Receiving—Done by the user who has the Receiver user role. Indicates that an ordered endpoint has been received. This is controlled by the rule PhoneReceiptDoneBy.

                    Note


                    A Provisioning administrator can configure how these activities are assigned.


                    Approving Orders

                    To approve orders, you must be assigned the Approval authorization role Overview of Authorization Roles.

                    After an order is approved or rejected, an e-mail is sent to the user for whom the order was placed. The following business rules must be enabled for the e-mail to be sent Overview of Business Rules:
                    • EmailSender
                    • MailHost
                    • OrderProvisionedEmailTemplate
                    • OrderRejectedEmailTemplate

                    The e-mail is sent to the e-mail account configured for the user.


                    Note


                    If an order is rejected, the order status is set to Cancel in the user record, and no provisioning is performed. If the order encounters a problem and the user chooses to abort the remainder of the order in the error handling workflow step, then the order status is set to Hold.


                    Procedure
                      Step 1   Choose Deploy > Activities > My Activities.
                      Step 2   In the My Activities page, click the order that you want to process.
                      Step 3   In the Viewing Activity page, click Accept.

                      The Viewing Activity page appears with the Add a Note field added.

                      Note   

                      You can also decline the order or delegate it to another user or group. If you delegate the activity, new user or group is assigned to the activity.

                      Step 4   Enter the MAC Address for the endpoint and click Step Complete.

                      Shipping Endpoints

                      Depending on how your Provisioning system is configured, this step may not be required. If your administrator has enabled shipping, you must be assigned the Shipping authorization role to perform this procedure Overview of Authorization Roles. Shipping endpoints consists of two parts: assigning MAC addresses and shipping.

                      Procedure
                        Step 1   Choose Deploy > Activities > My Activities.
                        Step 2   In the My Activities page, click the order that you want to ship.
                        Step 3   In the Viewing Activity screen, click Accept. The MAC Address field is active in the Viewing Activity endpoint Assignment page.
                        Step 4   In the MAC Address field, type a hexadecimal value. Valid values are alphanumeric characters (A-Z, a-z, 0-9). The value must be 12 characters in length.
                        Note   

                        The MAC address is available on a sticker on the endpoint set, and on the endpoint setting display on the handset.

                        Step 5   After you have added the required information, click Step Complete.
                        Step 6   In the My Activities page, click the Refresh icon.
                        Step 7   Click the order that appears in the My Activities page.
                        Step 8   In the Viewing Activities Form page, click Accept.
                        Step 9   Click Step Complete. If you did not create the order, the order no longer appears on the My Activities page.

                        To accept the endpoints, in My Activities page, click the order that you require, and then click Accept. You must be assigned the Receiving authorization role to accept the endpoints.

                        Canceling Services

                        To cancel services, you must submit a cancel order. When you cancel a service, all services associated with it are also canceled. See Table 1 for a list of associated services.


                        Note


                        For the Single Number Reach Service, canceling the Enable Mobility service does not cancel the Remote Destination Profile or Remote Destination Profile Line services. Also, canceling the Remote Destination Profile service does not cancel the Enable Mobility service.


                        Procedure
                          Step 1   Choose Deploy > User Provisioning.
                          Step 2   Click the desired user. In the services pane, hover over the service that you want to cancel. The Actions list with the option buttons appears. It enables you to perform the actions for the selected service.
                          Step 3   Click Cancel and then click Submit in the Order Cancel Form pane.
                          Step 4   Click OK to confirm, and then click Done.

                          The canceled order appears in the View Orders pane with Completed status.

                          Note   

                          In the services section, an information icon (i) appears next to the service to indicate that the service has an order running against it. When the order has finished processing, the information icon disappears.

                          After the order has been processed, the canceled services are no longer displayed in the service User Record Details pane.


                          Table 10 List of Associated Services
                          Service Name Associated Services

                          Voicemail

                          Email, Unified Messaging

                          Email

                          Voicemail, Unified Messaging.

                          Note   

                          For Cisco Unity Connection, Voicemail remains even when Email is canceled.

                          Line

                          Email, Voicemail, Unified Messaging.

                          Endpoint

                          Line, Email, Voicemail, Unified Messaging.

                          Note    Cancelling an endpoint removes the associated directory numbers from the Cisco Unified Communications Manager.

                          Remote Destination Profile

                          Remote Destination Profile Line.

                          Note    Cancelling a Remote Destination Profile Line removes the associated directory numbers from the Cisco Unified Communications Manager.

                          Work Order States

                          This section explains the states an order goes through after it is entered.

                          Following are the work order states:

                          • Initial
                          • Released
                          • Completed
                          • Hold

                          When an order is placed, a work order is created and is in the Initial state. When execution of the workflow begins, the order transitions to the Released state. After completion of the workflow, the order transitions to the Complete state if all steps were successful, or to the Hold state if any of the steps failed. For the order to change to the Hold state, you may need to acknowledge that the order failed, or the change may occur automatically, depending on the origin of the work order.

                          Work orders also have an extended status field. If the order is in execution, the extended status is Being Provisioned. If the order failed, the extended status is Recoverable Error or Unrecoverable Error. If the order is waiting for a user action, the extended status is set to a specific Wait status. Wait states are usually for assignment, often for shipping or receiving. Changes in the extended status can occur without the work order changing state.

                          When a work order fails, the transition behavior from Released to Hold depends on which of the following was used to submit the work order:

                          • Provisioning NBI transitions from Released to Hold.
                          • Provisioning user interface remains in the Released state, waiting for you to take action on the order.
                          • Batch provisioning depends on the extended status. If the failure is a recoverable error, the order remains in the Released state, waiting for you to take action on it. If the failure is an unrecoverable error, the order transitions to Hold.

                          E-mail Notifications

                          E-mail Notifications improve manageability of notifications by allowing you to view critical events such as:

                          • Order approvals
                          • Order failures
                          • Synchronization failures

                          Notifications can be set at two levels:


                          Note


                          Only users with global admin and domain admin roles can configure the notification settings.

                          You can test System and Domain notification configurations to ensure that the SMTP host and other settings are valid. See Testing Notification Settings.


                          Note


                          Provisioning Notification options are available only in the standalone Prime Collaboration Provisioning application. These options are not available in the converged application.


                          Configuring a Domain Notification Template

                          Notification settings for Domain-specific events such as Order Approvals, Handle Assignment, Handle Shipping, and Handle Receiving can be set at the Domain level. A Domain notification template can be used to set up values that will be applied to any new Domains created in the system. Additionally, you can also choose to apply the values from the template to all the existing Domains in the system.

                          Procedure
                            Step 1   Choose Administration > Provisioning Notification Management > Domain Settings.
                            Step 2   In the Notification Configuration - Domain Settings page, modify the Domain template, if required.

                            In the Email Settings pane, SMTP server details and the From Address values are inherited from the system settings and are displayed in read-only format. These settings cannot be changed in the Domain template; however, for specific Domains, these settings can be overridden.

                            Step 3   Set the time slot for the Aggregation and Escalation window to appear.
                            Step 4   Click Test Settings to ensure that SMTP host and other details are set up correctly. To configure test notification settings, see Testing Notification Settings.
                            Step 5   In the Notification Events pane, select events for which you have to send notifications.
                            Note   

                            The Workflow Pending Activity field contains events such as Order Approvals, Handle Assignment, Handle Shipping, Handle Receiving, and so on.

                            Step 6   In the Approval Notification Group, Assignment Notification Group, Shipping Notification Group, and Receiving Notification Group panes, do the following:
                            • External email addresses—Enter the e-mail addresses to which to send notifications.
                            • Aggregation window—Choose a setting to determine whether notifications of Domain events are aggregated or sent out as soon as an event occurs. The value <Not Set> results in no aggregation, and notifications are sent out immediately upon occurrence of an event. Any other value makes the system wait after an event to occur, for the time set in the aggregation window. During this time, if other related events occur, an aggregated notification with details of all such events is sent in a single e-mail.
                              Note   

                              Events are based on workflow event type. Approval notifications and assignment notifications are aggregated in separate e-mails.

                            • Escalation Window—Choose a setting to determine whether inaction on workflow events results in an escalation e-mail to the system administrators. The value <Not set> means no escalation e-mails will be sent out. Any other value triggers the system to send out an e-mail to the system administrators after the time specified if no action was taken for the triggering event (for example, order approvals).
                            Step 7   Do either of the following:
                            • Click Apply to domain template only to save the settings as defaults for the Domains that will be created in the future.
                            • Click Apply to all domains to apply the notification settings to the existing Domains.

                            Configuring Domain Notification

                            Notification settings for Domain-specific events such as Order Approvals, Handle Assignment, Handle Shipping, and Handle Receiving can be set at the Domain level. The settings on this page are inherited from the Domain configuration template if the Domain was created after the template was set up, or if the Apply to all domains option was selected when the template was set up.

                            Procedure
                              Step 1   Choose Administration > Provisioning Notification Management > Domain Settings.
                              Step 2   In the Notification Configuration - Domain Settings page, select the desired Domain from the drop-down list. The page refreshes and displays the notification settings specific to the selected Domain.
                              Step 3   In the Email Settings pane, enter the following SMTP server details:
                              • Mail Server Name—SMTP server hostname or IP address (for example mailer.company.com).
                              • Mail Server Port—SMTP Server port. Optional setting if a nondefault port is used.
                              • Mail Server User Name—Username of the SMTP Server account. Specify only if an authenticated SMTP server is used.
                              • Mail Server User Password—Password of the SMTP server account. Specify only if an authenticated SMTP server is used.
                              • From address—Email address to use as the "from" address in Provisioning notifications (for example, ProvisioningManagerNotification@company.com).
                              Step 4   Click Test Settings to ensure that SMTP host and other details are set up correctly. To configure test notification settings, see Testing Notification Settings.
                              Step 5   In the Notification Events pane, select events for which to send notifications.

                              The Workflow Pending Activity field contains events such as Order Approvals, Handle Assignment, Handle Shipping, Handle Receiving, and so on.

                              Step 6   In the Approval Notification Group pane, for the external e-mail addresses, enter e-mail addresses to which to send notifications.

                              The approval notification group is a group of users with permission to perform order approvals in the Domain. Users configured in the system with this role for the Domain are displayed as System Users. These users are always notified of approval events.

                              Step 7   In the Assignment Notification Group, Shipping Notification Group, and Receiving Notification Group panes, for the external e-mail addresses, enter e-mail addresses to which to send notifications.

                              The assignment notification group is a group of users with permission to assign MAC addresses for phone orders in the Domain. Users configured in the system with this role for the Domain are displayed as System Users. These users are always notified of approval events.

                              The shipping notification group is a group of users with permission to perform shipping activities in the Domain. Users configured in the system with this role for the Domain are displayed as System Users. These users are always notified of shipping events.

                              The receiving notification group is a group of users with permission to perform receiving activities in the Domain. Users configured in the system with this role for the Domain are displayed as System Users. These users are always notified of receiving events.

                              Step 8   Click Save to apply the settings.

                              You can configure the aggregation and escalation settings for notifications that are sent to the assignment notification group. See Configuring a Domain Notification Template.

                              Configuring System Notifications

                              Notification settings can be set at system level to manage notifications corresponding to system events such as synchronization failures and order failures.

                              Procedure
                                Step 1   Choose Administration > Provisioning Notification Management > System Settings.
                                Step 2   In the Email Settings pane, enter the following SMTP server details:
                                • Mail Server Name—SMTP server name or IP address (for example, mailer.company.com).
                                • Mail Server Port—SMTP Server port. This field is optional if a default port is used.
                                • Mail Server User Name—Username of the SMTP Server account. Specify only if an authenticated SMTP server is used.
                                • Mail Server User Password—Password of the SMTP server account. Specify only if an authenticated SMTP server is used.
                                • Confirm Mail Server User Password—Reenter the SMTP server account password to confirm.
                                • From address—Email address from which Cisco Prime Collaboration Provisioning sends notifications (for example, CUPMNotification@company.com).
                                Step 3   Click Test Settings to ensure that SMTP host and other details are set up correctly. To configure the test notifications settings, see Testing Notification Settings.
                                Step 4   In the Email Content URL Parameters pane, enter the following details, which will be used to construct a URL that will appear in the e-mail content:
                                • Protocol—Protocol to access Cisco Prime Collaboration Provisioning.
                                • Host—Hostname or IP address to access Cisco Prime Collaboration Provisioning.
                                • Port—Port used to access Cisco Prime Collaboration Provisioning (required only if a port other than 80 is used).
                                  Note   

                                  The fields in the Email Content URL Parameters pane are automatically populated with the relevant details.

                                Step 5   In the Notification Events pane, select events for which you have to send notifications.
                                Step 6   In the Administration Notification Group pane, set the following details:
                                • External Email Addresses—Email IDs of users or mailing lists to which to send e-mail notification of the chosen system events. Notifications are sent to administrators if their e-mail addresses are specified in the system. This list is displayed as read-only text in the System Users field.
                                • Aggregation window—Choose a setting to determine whether notifications of system events are aggregated or sent out as soon as an event occurs. The value <Not Set> results in no aggregation, and notifications are sent out immediately upon occurrence of an event. Any other value makes the system wait after an event occurs, for the time set for aggregation window. During this time, should other related events occur, an aggregated notification with details of all such events is sent in a single e-mail.
                                  Note   

                                  Events are aggregated based on type. Synchronization failures and order failures are aggregated in separate e-mails.

                                Step 7   Click Save.

                                Testing Notification Settings

                                You can test the notification configurations for the system and Domains to ensure that the SMTP host and other details are set up correctly.

                                To test your notification settings:

                                Procedure
                                  Step 1   Choose either of the following:
                                  • Administration > Provisioning Notification Management > System Settings
                                  • Administration > Provisioning Notification Management > Domain Settings
                                  Step 2   Click Test Settings and enter an e-mail address in the Send Test Email To field.
                                  Step 3   Click Send Test Email to send an e-mail using the current settings.
                                  Note   

                                  If the test fails, an error message is displayed. Make the necessary changes in the settings and run the test again. However, a successful test will not automatically save the settings. Be sure to close the Test Email Settings page and save your settings.