Overview and Prerequisites

Overview of Customer Onboarding

Customer Onboarding Process

The onboarding process involves a series of steps to configure all the elements from setting up the data center to configuring users and devices:

  1. Configure the Data Center and Network components.

  2. Configure a domain manager to set up the customer hierarchy, users, and devices.

  3. Configure the core collaboration applications such as Cisco Unified Communications Manager and any additional components, including Cisco IM and Presence Service and Cisco Unity Connection.

  4. Configure HCS Collaboration Mediation and Fulfillment (HCM-F) for platform and infrastructure management and service inventory reporting.

  5. Configure Cisco Prime Collaboration Assurance (PCA) for service assurance.

  6. Configure access to any third party PBX systems for incoming and outgoing PSTN calls.

Bulk Loading or Manual Configuration

Cisco Hosted Collaboration Solution (HCS) offers two primary methods for customer onboarding:

  • The Cisco Unified Communications Domain Manager 10.1.x Administrative Tools/ Bulk Loader Tool is available on the Cisco Unified Communications Domain Manager platform to bulk load information into Cisco Unified Communications Domain Manager.

  • Manual configuration in each of the Cisco HCS software components.

We strongly recommend that you use Bulk Loader. To queue and administer Bulk Loader jobs, you should be familiar with Unified Communications Domain Manager provisioning through the interface.

For more information on Bulk Loader, see the following documents:

  • Cisco Unified Communications Domain Manager-HCS 8.1.2 Platform Build Process

  • Cisco Unified Communications Domain Manager Bulk Loader Provisioning Guide


Note

Cisco HCM-F will deprecate the support of Cisco Unified Communications Domain Manager in the upcoming releases with limited support for existing integration, Cisco HCS partners and customers are advised to take necessary steps to align their requirements.

Cisco HCS Onboarding Prerequisites

Ensure that you have reviewed the following documents before you begin customer onboarding:
  • Cisco Hosted Collaboration Solution End-to-End Planning Guide
  • Cisco Hosted Collaboration Solution Reference Network Design Guide

You can obtain Cisco Hosted Collaboration Solution documentation here: http://www.cisco.com/c/en/us/support/unified-communications/hosted-collaboration-solution-hcs/tsd-products-support-series-home.html

Review the Cisco Hosted Collaboration Solution Install Guide and ensure that the following actions are completed before you begin:

  • Install and configure data center infrastructure components.
  • Establish network connectivity between the network infrastructure components.
  • Install and configure service fulfillment components.
  • Install and configure service assurance components.
  • Install and configure aggregation layer components.
  • (Optional) Install and configure TelePresence components.
  • (Optional) Install and configure Cisco Hosted Collaboration Solution for Contact Center components. For details on how to onboard Cisco HCS for Contact Center, see Installing and Configuring Cisco Hosted Collaboration Solution for Contact Center.