Template Overview
If you want to do so, you can configure templates in the Cisco Voice Provisioning Tool; although template configuration/application is optional, it allows you to update specific configuration records quickly by applying the template, and hence, any configured template settings. After you apply a template to a specific configuration record, the record is updated to match the configuration in the template. For example, you could configure common configuration settings in a VPT phone template for Cisco CallManager 4.1(3) and then apply the template to phone configuration records in the Cisco Voice Provisioning Tool. Performing this task ensures that you do not have to configure these common settings for each phone.
In the Cisco Voice Provisioning Tool, you can configure the following template types: users, phones, and device profiles.
This chapter, which provides a basic overview of Cisco Voice Provisioning Tool templates, contains information on the following topics:
•Overview for Provisioning Privileges for Templates
•Overview for Finding a Template
•Overview for Adding a Template
•Overview for Updating a Template
•Overview for Deleting a Template
•Overview for Applying a Template to a Specific Configuration Page
•Where to Find More Information on User, Phone, and Device Profile Templates
Tip This chapter does not provide procedures for finding, adding, updating, deleting, and applying templates. For information on these topics, see the "Where to Find More Information on User, Phone, and Device Profile Templates" section.
Overview for Provisioning Privileges for Templates
To perform the tasks that are described in this chapter, a role or administrator must have the provisioning privilege for the product system; the Full Provisioning and superadmin roles by default are set up to have all provisioning privileges.
Table 5-1 describes the provisioning privileges that you must have to perform the task for the product system.
Tip Having a privilege for a phone/profile template does not mean that you have the privilege for the user template.
Tip The View privilege, which includes View Phone/Device Profile, View User, View User Template, or View Phone/Device Profile Template, is required for searching for and viewing specific configuration pages. If you have the View privilege but do not have the Modify privilege, which includes Modify Phone/Device Profile, Modify User, Modify User Template, or Modify Phone Template, you can view the specific configuration page but you cannot save any updates for the configuration.
Table 5-1 Provisioning Privileges for Tasks
|
|
Phone/Device Profile Template Management
|
Finding a Phone/Device Profile Template |
View Phone/Device Profile Template |
Adding a Phone/Device Profile Template |
Add Phone/Device Profile Template |
Updating a Phone/Device Profile Template |
Modify Phone/Device Profile Template |
Deleting a Phone/Device Profile Template |
Delete Phone/Device Profile Template |
|
Finding a User Template |
View User Template |
Adding a User Template |
Add User Template |
Updating a User Template |
Modify User Template |
Deleting a User Template |
Delete User Template |
Note For information on roles and administrators, see the Cisco Voice Provisioning Tool System Management and Security Guide.
Overview for Finding a Template
The Cisco Voice Provisioning Tool allows you to search for user templates or phone/device profile templates, but you cannot search for all template types at the same time.
When you find a template in the Cisco Voice Provisioning Tool, the search results page displays a list of all templates in a table format, which includes columns for the template name, template description, and the product system type that is configured for the Cisco Voice Provisioning Tool template (for example, Cisco CallManager or Cisco Unity). The template name displays as a hyperlink.
Although more than one Cisco Voice Provisioning Tool template can simultaneously display on the search results page, you cannot modify more than one Cisco Voice Provisioning Tool template at a time; however, on this page, you can delete more than one Cisco Voice Provisioning Tool template at a time.
Overview for Adding a Template
When you add a Cisco Voice Provisioning Tool template, you must enter a unique template name; if you want to do so, you can also enter a template description. You also must associate a product system type, for example, Cisco CallManager, with the template. (For user templates, you can specify Cisco CallManager and Cisco Unity product systems. For phones and device profiles, you specify a Cisco CallManager product system.)
When you configure the Cisco Voice Provisioning Tool template, you can leave all configuration settings except for the template name blank. After you click Save, the tool validates that you entered a unique template name that contains no more than 255 alphanumeric or special characters. Because you can enter partial data for fields (for example, half of a MAC address or half of a phone number), and because the system does not consider all fields mandatory for template creation, the tool does not validate any other configuration information besides the template name.
Tip For phone and device profile templates, you can apply configured IP Phones services or configure line configuration. For more information on how to perform these tasks, see the "Applying IP Phone Services to VPT Phone or Device Profile Templates" section and the "Configuring Line Settings for VPT Phone or Device Profile Templates" section.
For information on applying a template when you add a user, phone, or device profile, see the "Overview for Applying a Template to a Specific Configuration Page" section.
Overview for Updating a Template
You can update only one Cisco Voice Provisioning Tool template at a time. When you update the template, you can leave all configuration settings except for the template name blank. Because you can enter partial data for fields (for example, half of a MAC address or half of a phone number), and because the system does not consider all fields mandatory for Cisco Voice Provisioning Tool template creation, the tool does not validate any other configuration information besides the template name.
For information on updating a template after you apply it to the specific configuration record, see the "Overview for Applying a Template to a Specific Configuration Page" section.
Overview for Deleting a Template
The Cisco Voice Provisioning Tool allows you to delete the template either on the template configuration page or on the template search results page. If you want to do so, you can delete more than one template on the template search results page, but you cannot delete user and phone/device profile templates at the same time.
For information on deleting a template after you apply it to the specific configuration record, see the "Overview for Applying a Template to a Specific Configuration Page" section.
Overview for Applying a Template to a Specific Configuration Page
In the Cisco Voice Provisioning Tool, you apply user templates to specific user configuration records, phone templates to specific phone configuration records, and device profile templates to specific device profile configuration records. For example, you cannot apply a device profile template to a specific phone configuration record; likewise, you cannot apply a user template to a specific phone configuration record.
For Users
When you add a user, you can apply a template that exists in the Cisco Voice Provisioning Tool. On the Add New User page, the Template Name drop-down list box displays. If you choose Not Selected, which is the default setting, no template settings apply to the user. If you choose a Cisco Voice Provisioning Tool user template on the Add New User page, the template settings display in the configuration after the page refreshes. You can update any of the template settings on the Add New User page, but any changes you make to the settings apply only to that specific user; the Cisco Voice Provisioning Tool template does not change.
When you update a user, all user templates do not display in the Template Name drop-down list box on the specific Manage User <user ID> configuration page. Only the user templates that do not conflict with the product system on which a user exists will display. Settings that you specified in a template automatically apply to the updated user record when you choose the template from the Template Name drop-down list box. After you apply a template, you can modify any of the configuration settings, including applied template settings. However, note that if you apply a template, but then change your mind and choose Not Selected from the Template Name drop-down list box, the applied template settings will not be automatically removed from the fields.
If you modify or delete a user template after you apply it to the specific configuration record, the record where you applied the template does not change.
For Phones
When you add a phone, you can apply a VPT phone template that exists in the Cisco Voice Provisioning Tool. On the Add New Phone page, the Template Name drop-down list box displays. If you choose Not Selected, which is the default setting, no template settings apply to the phone. If you choose a Cisco Voice Provisioning Tool template on the Add New Phone page, the template settings display for the configuration after the page refreshes. You can update any of the template settings on the Add New Phone page, but any changes you make to the settings apply only to that specific phone; the Cisco Voice Provisioning Tool template does not change.
When you update a phone, all phone templates do not display in the VPT Phone Template drop-down list box on the specific Manage Phone/Profiles <phone name> configuration page. Only the phone templates that match the phone system, device class, and device type for the existing phone will display. Settings that you configured in a Cisco Voice Provisioning Tool template automatically apply to the updated phone record when you choose the template from the Template Name drop-down list box. After you apply a template, you can modify any of the configuration settings, including applied template settings. However, note that if you apply a template, but then change your mind and choose Not Selected from the VPT Template Phone drop-down list box, the applied template settings will not be automatically removed from the fields.
If you modify or delete a VPT p hone template after you apply it to the specific configuration record, the record where you applied the template does not change.
For Device Profiles
When you add a device profile, you can apply a VPT profile template that exists in the Cisco Voice Provisioning Tool. On the Add New Phone/Profile page, the Template Name drop-down list box displays. If you choose Not Selected, which is the default setting, no template settings apply to the phone. If you choose a template on the Add New Phone/Profile page, the template settings display after the page refreshes. You can update any of the template settings on Add New Phone/Profile page, but changes you make to the settings apply only to that specific device profile; the Cisco Voice Provisioning Tool template does not change.
When you update a device profile, all device profile templates do not display in the VPT Profile Template drop-down list box on the specific Manage Phone/Profile <profile name> configuration page. Only the device profile templates that match the phone system, device class, and device type for the existing profile will display. Settings that you specified in a Cisco Voice Provisioning Tool template automatically apply to the updated device profile record when you choose the template from the VPT Profile Template drop-down list box. After you apply a template, you can modify any of the configuration settings, including applied template settings. However, note that if you apply a template, but then change your mind and choose Not Selected from the VPT Profile Template drop-down list box, the applied template settings will not be automatically removed from the fields.
If you modify or delete a VPT profile template after you apply it to the specific configuration record, the record where you applied the template does not change.
Where to Find More Information on User, Phone, and Device Profile Templates
•Using User Templates
•Using VPT Phone or Device Profile Templates
•User Configuration Settings
•Phone Configuration Settings
•Device Profile Configuration Settings