Cisco Unity Connection User Moves, Adds, and Changes Guide, Release 1.x - Adding, Modifying, or Deleting a User Template [Cisco Unity Connection]

Table Of Contents

Adding, Modifying, or Deleting a User Template

Adding a User Template

Modifying a User Template

Deleting a User Template

Adding, Modifying, or Deleting a User Template

When you create user accounts in Cisco Unity Connection, you base each account on a user template. User templates contain settings that are applicable for most users of a particular type (such as a department). Basing new user accounts on a template minimizes the number of settings that must be modified on individual user accounts, making the job of creating user accounts easier.

You can modify the default user templates (Voice Mail User Template, and Administrator Template), and can create an unlimited number of additional templates.

See the following sections:

•Adding a User Template

•Modifying a User Template

•Deleting a User Template

Adding a User Template

Users with voice mailboxes are end users; users without voice mailboxes are system administrators. Do the applicable procedure to create a user template:

•To Create a User Template for Users with Voice Mailboxes

•To Create a User Template for Users Without Voice Mailboxes

To Create a User Template for Users with Voice Mailboxes

Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates.

Step 2 On the Search User Templates page, click Add New.

Step 3 On the New User Template page, in the User Template Type field, click User Template with Voice Mailbox.

Step 4 In the Based on Template field, click a template upon which to base the new template.

Step 5 Enter an alias and display name.

Step 6 In the Phone System field, click the applicable phone system.

Step 7 Click Save.

Step 8 On the Edit User Template Basics page, enter additional settings, as applicable.

Step 9 When you have finished entering basic settings, click Save.

Step 10 On the Edit menu, click any (or all) of the following related pages, to continue adding applicable settings to the new user template:

•Password Settings

•Change Password

•Roles

•Transfer Options

•Message Settings

•Caller Input

•Voice Mailbox

•Phone Menu

•Playback Message Settings

•Send Message Settings

•Greetings

•Notification Devices

If you change default settings on any of these pages, click Save before leaving the page.

To Create a User Template for Users Without Voice Mailboxes

Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates.

Step 2 On the Search User Templates page, click Add New.

Step 3 On the New User Template page, in the User Template Type field, click User Template Without Voice Mailbox.

Step 4 In the Based on Template field, click a template upon which to base the new template.

Step 5 Enter an alias for the account.

Step 6 Enter additional information, as applicable, then click Save.

Step 7 On the Edit User Template Basics page, enter additional information, as applicable. If you change any settings on the page, click Save.

Step 8 On the Edit menu, click Roles.

Step 9 On the Edit Roles page, click a role name in the Assigned Roles or Available Roles fields, then click the up or down arrow to move the role to the applicable field.

Step 10 When the Assigned Roles field contains all of the applicable roles for the administrator, click Save.

Step 11 On the Edit menu, click Password Settings.

Step 12 On the Edit Password Settings page, enter settings for the password that the administrator will use when accessing Connection Administration:

a. Verify that the User Must Change at Next Login check box is checked. When this check box is checked, the administrator will be required to change the password when logging on for the first time.

b. In the Authentication Rule field, click an applicable rule.

Step 13 Click Save.

Step 14 On the Edit Menu, click Change Password.

Caution Do not skip the steps for entering a password for the new template (Step 15 and Step 16). If you do not enter a password, a randomly-generated string will be entered as the default password. You will then be unable to log on to the account, and will be forced to log on to a different administrative account and change the password of the new account to remove the randomly-generated string.

Step 15 On the Change Password page, enter a password in the Password field. Note that the password must meet the following requirements for password complexity:

•A minimum length requirement (as set on the Edit Authentication Rule page, in the Minimum Credential Length field)

•Inclusion of at least one character from each of the following categories: upper-case letter, lower-case letter, number, and symbol (~ ! @ # $ % ^ & * " ` , . : ; ? - _ ( ) [ ] < > { } + = / \ |)

•No characters repeated consecutively more than three times (for example, aaaaB1C9 is invalid)

•No inclusion of the alias or name of the administrator

Step 16 Enter the password again in the Confirm Password field.

Step 17 Click Save.

Modifying a User Template

Although you can modify a user template at any time, keep in mind that changes to the template will not affect any currently existing user accounts that were based on the template when they were created. Changes to a user template affect only those accounts that are created subsequent to the changes.

To Modify a User Template

Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates.

Step 2 On the Search User Templates page, click the alias of the user template that you want to modify.

Note If the user template does not appear in the search results table, set the applicable parameters in the search fields at the top of the page, and click Find.

Step 3 On the User Template Basics page, change settings as applicable.

Step 4 When you have finished changing settings, click Save.

Step 5 You may also want to change settings on any (or all) of the following related pages, as applicable:

•Password Settings

•Change Password

•Roles

•Transfer Options (for users with voice mail only)

•Message Settings (for users with voice mail only)

•Caller Input (for users with voice mail only)

•Voice Mailbox (for users with voice mail only)

•Phone Menu (for users with voice mail only)

•Playback Message Settings (for users with voice mail only)

•Send Message Settings (for users with voice mail only)

•Greetings (for users with voice mail only)

•Notification Devices (for users with voice mail only)

If you change settings on any of these pages, click Save before leaving the page.

Deleting a User Template

Note that you cannot delete the default templates (Voice Mail User Template and Administrator Template).

Deleting a user template will not affect any user accounts that were based on that template when they were created.

To Delete a User Template

Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates.

Step 2 On the Search User Templates page, check the check box to the left of the alias of the user template that you want to delete.

Note If the user template does not appear in the search results table, set the applicable parameters in the search fields at the top of the page, and click Find.

Step 3 Click Delete Selected.

Step 4 Click OK.

	Cisco Unity Connection User Moves, Adds, and Changes Guide, Release 1.x
	Adding, Modifying, or Deleting a User Template
Cisco Unity Connection User Moves, Adds, and Changes Guide, Release 1.x Index Preface Introduction to Cisco Unity Connection Users, Contacts, Default Accounts, and Default System Distribution Lists Preparing to Add User Accounts Setting Up Features and Functionality That Are Governed by User Account Settings Setting Up Features and Functionality That Are Controlled by Class of Service Adding, Modifying, or Deleting a Class of Service Adding, Modifying, or Deleting a User Template Adding an Individual User Account by Using Cisco Unity Connection Administration Managing Multiple User Accounts with the Cisco Unity Connection Bulk Administration Manager Creating Multiple User Accounts from Cisco CallManager Users Modifying or Deleting an Individual User Account by Using Cisco Unity Connection Administration Generating User-Specific Reports Appendix: Accessing and Using Cisco Unity Connection Administration	Download this chapter Adding, Modifying, or Deleting a User Template Download the complete book PDF Version of Entire Book (PDF - 2 MB) Feedback Table Of Contents Adding, Modifying, or Deleting a User Template Adding a User Template Modifying a User Template Deleting a User Template Adding, Modifying, or Deleting a User Template When you create user accounts in Cisco Unity Connection, you base each account on a user template. User templates contain settings that are applicable for most users of a particular type (such as a department). Basing new user accounts on a template minimizes the number of settings that must be modified on individual user accounts, making the job of creating user accounts easier. You can modify the default user templates (Voice Mail User Template, and Administrator Template), and can create an unlimited number of additional templates. See the following sections: •Adding a User Template •Modifying a User Template •Deleting a User Template Adding a User Template Users with voice mailboxes are end users; users without voice mailboxes are system administrators. Do the applicable procedure to create a user template: •To Create a User Template for Users with Voice Mailboxes •To Create a User Template for Users Without Voice Mailboxes To Create a User Template for Users with Voice Mailboxes Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates. Step 2 On the Search User Templates page, click Add New. Step 3 On the New User Template page, in the User Template Type field, click User Template with Voice Mailbox. Step 4 In the Based on Template field, click a template upon which to base the new template. Step 5 Enter an alias and display name. Step 6 In the Phone System field, click the applicable phone system. Step 7 Click Save. Step 8 On the Edit User Template Basics page, enter additional settings, as applicable. Step 9 When you have finished entering basic settings, click Save. Step 10 On the Edit menu, click any (or all) of the following related pages, to continue adding applicable settings to the new user template: •Password Settings •Change Password •Roles •Transfer Options •Message Settings •Caller Input •Voice Mailbox •Phone Menu •Playback Message Settings •Send Message Settings •Greetings •Notification Devices If you change default settings on any of these pages, click Save before leaving the page. To Create a User Template for Users Without Voice Mailboxes Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates. Step 2 On the Search User Templates page, click Add New. Step 3 On the New User Template page, in the User Template Type field, click User Template Without Voice Mailbox. Step 4 In the Based on Template field, click a template upon which to base the new template. Step 5 Enter an alias for the account. Step 6 Enter additional information, as applicable, then click Save. Step 7 On the Edit User Template Basics page, enter additional information, as applicable. If you change any settings on the page, click Save. Step 8 On the Edit menu, click Roles. Step 9 On the Edit Roles page, click a role name in the Assigned Roles or Available Roles fields, then click the up or down arrow to move the role to the applicable field. Step 10 When the Assigned Roles field contains all of the applicable roles for the administrator, click Save. Step 11 On the Edit menu, click Password Settings. Step 12 On the Edit Password Settings page, enter settings for the password that the administrator will use when accessing Connection Administration: a. Verify that the User Must Change at Next Login check box is checked. When this check box is checked, the administrator will be required to change the password when logging on for the first time. b. In the Authentication Rule field, click an applicable rule. Step 13 Click Save. Step 14 On the Edit Menu, click Change Password. Caution Do not skip the steps for entering a password for the new template (Step 15 and Step 16). If you do not enter a password, a randomly-generated string will be entered as the default password. You will then be unable to log on to the account, and will be forced to log on to a different administrative account and change the password of the new account to remove the randomly-generated string. Step 15 On the Change Password page, enter a password in the Password field. Note that the password must meet the following requirements for password complexity: •A minimum length requirement (as set on the Edit Authentication Rule page, in the Minimum Credential Length field) •Inclusion of at least one character from each of the following categories: upper-case letter, lower-case letter, number, and symbol (~ ! @ # $ % ^ & * " ` , . : ; ? - _ ( ) [ ] < > { } + = / \ \|) •No characters repeated consecutively more than three times (for example, aaaaB1C9 is invalid) •No inclusion of the alias or name of the administrator Step 16 Enter the password again in the Confirm Password field. Step 17 Click Save. Modifying a User Template Although you can modify a user template at any time, keep in mind that changes to the template will not affect any currently existing user accounts that were based on the template when they were created. Changes to a user template affect only those accounts that are created subsequent to the changes. To Modify a User Template Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates. Step 2 On the Search User Templates page, click the alias of the user template that you want to modify. Note If the user template does not appear in the search results table, set the applicable parameters in the search fields at the top of the page, and click Find. Step 3 On the User Template Basics page, change settings as applicable. Step 4 When you have finished changing settings, click Save. Step 5 You may also want to change settings on any (or all) of the following related pages, as applicable: •Password Settings •Change Password •Roles •Transfer Options (for users with voice mail only) •Message Settings (for users with voice mail only) •Caller Input (for users with voice mail only) •Voice Mailbox (for users with voice mail only) •Phone Menu (for users with voice mail only) •Playback Message Settings (for users with voice mail only) •Send Message Settings (for users with voice mail only) •Greetings (for users with voice mail only) •Notification Devices (for users with voice mail only) If you change settings on any of these pages, click Save before leaving the page. Deleting a User Template Note that you cannot delete the default templates (Voice Mail User Template and Administrator Template). Deleting a user template will not affect any user accounts that were based on that template when they were created. To Delete a User Template Step 1 In Cisco Unity Connection Administration, expand Templates, then click User Templates. Step 2 On the Search User Templates page, check the check box to the left of the alias of the user template that you want to delete. Note If the user template does not appear in the search results table, set the applicable parameters in the search fields at the top of the page, and click Find. Step 3 Click Delete Selected. Step 4 Click OK.
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