Using Subscriber and User Management

A subscriber is a person who has active IP Telephony services. Provisioning Manager treats the subscriber as the owner of all active services in the voice network. All services are tied to subscribers.

Creating Subscribers

Step 1

Select Provisioning Dashboard > Manage Subscribers > Add Subscriber. The Manage Subscriber page appears.

Tip

The Provisioning Dashboard page provides a direct link to the Manage Subscriber page. In the Manage Subscriber pane, click Add Subscriber.

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For Cisco Unified CallManager Express and Cisco Unity Express, enter only alphabetical characters in the First Name and Last Name fields. If you use other types of characters, orders for the subscriber will fail.

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For Call Processors, the combination of characters for First Name and Last Name cannot exceed 30 characters. If this limit is exceeded, when you place an order, the Call Processor sends an error.

Note

The default subscriber role should be configured to match the typical setup of employees in your organization. If you do not configure the default subscriber role to meet your needs, you may not see all the desired options in the employee subscriber record. The DefaultUserType rule (see DefaultUserType, page 6-5) controls which subscriber role is set as the default. Provisioning Manager comes with the Employee subscriber role configured as the default subscriber role.

Note

The Employee subscriber role should be configured to match the typical setup of employees in your organization. If you do not configure the employee subscriber role to meet your needs, you may not see all the desired options in the employee subscriber record. The DefaultUserType rule (see DefaultUserType, page 6-5) controls which subscriber role is set as the default.

Step 3

Click Create. The subscriber is created. You can now update any of the subscriber information.

Tip

In the Manage Subscriber page, you can access a particular subscriber's Subscriber Record Details page. Click either View Subscriber Services or Order Subscriber Services.

Updating Subscriber Information

Once a subscriber is created you can use the Manage Subscriber page to do the following:

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For Cisco Unified CallManager, the combination of characters for First Name and Last Name cannot exceed 30 characters.

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Synchronize subscriber. Appears only after an order is placed for the subscriber.

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The username and phone number fields may display Unknown for subscribers who were initially created on Cisco Unified CallManager Express and then later synchronized to Provisioning Manager.

You can update the subscriber information through Provisioning Manager, but be aware that this information will be pushed to the Cisco Unified CallManager Express system, and will overwrite any existing information for the user in the ephone description field.

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If a Cisco Unified CallManager Express is the only device present in a Domain and Service Area , during Domain synchronization subscribers are not created in Provisioning Manager if the ephone username command is not configured in Cisco Unified CallManager Express. Make sure the ephone username command is configured in Cisco Unified CallManager Express for all subscribers.

Step 1

Select Provisioning Dashboard > Manage Subscribers > Add Subscriber. The Manage Subscriber page appears.

Step 2

Click the Chooser icon (

) next to the Subscriber ID field. The Choose a Subscriber dialog box appears.

Tip

The Provisioning Dashboard page provides a direct link to the Choose a Subscriber dialog box. In the Manage Subscriber pane, click View Subscribers.

Step 3

Select the subscriber that you require. The user information is populated in the Manage Subscriber page.

Resetting Subscriber Passwords

You can reset passwords only if you have the correct privileges (see Managing Authorization Roles). You can reset the following:

Note The Cisco Unified CallManager password cannot be modified when the Cisco Unified CallManager is configured to use External Authentication. Provisioning Manager indicates that the password is updated, even though it is not.

You can either reset the password to the Provisioning Manager system default, or specify a new password. You can obtain the default values for the user passwords on these systems from your Provisioning Manager administrator, Managed Service Provider, or corporate IT department.

Note After you reset a subscriber's password, you must inform the subscriber of the default value that is required to change their password.

Managing Authorization Roles

Table 2-1 lists the authorizations roles that are available in Provisioning Manager.

Step 2

Click Manage Authorization Roles. The Assign User Authorization Roles page appears.

Synchronizing a Subscriber

You can synchronize a single subscriber. The subscriber's data in Provisioning Manager is synchronized with the subscriber's data in the Call Processor. For more information about synchronizing, see Synchronizing Domains, page 5-11.

Note If a Cisco Unified CallManager Express is the only device present in a Domain and Service Area , during Domain synchronization subscribers are not created in Provisioning Manager if the ephone username command is not configured in Cisco Unified CallManager Express. Make sure the ephone username command is configured in Cisco Unified CallManager Express for all subscribers.

Step 2

Click Synchronize Subscriber. A confirmation dialog box appears. The Synchronize Subscriber option does not appear for a subscriber until an order is placed for the subscriber.

Removing a Subscriber

A subscriber cannot be removed if there are products or services in their Subscriber Record. The products or services must be canceled first.

Accessing Subscriber Records

Step 1

Select Provisioning Dashboard > Manage Subscribers > Search Subscribers. The Search page for subscribers appears.

Note

When searching for subscribers using a subscribers phone number, the Subscriber Search Result page only displays the contact number for a subscriber. This may not be the the number that was used in the search. Also, if the subscriber is assigned multiple numbers that match the search, a record for each number is displayed.

Tip

The Provisioning Dashboard page provides a direct link to the Search page for subscribers. In the Manage Subscriber pane, click Search Subscribers.

Step 2

Enter the subscriber information to use for searching and click Search. The Subscriber Search Results page appears.

Tip

Clicking the information icon (

) opens the Manage Subscriber page for the subscriber.

Step 3

Select the subscriber that you require. The Subscriber Record Details page appears for the subscriber.

Working with Subscriber Roles

Subscriber roles control which products and services that a subscriber can order. The subscriber role also dictates which Service Areas a subscriber is entitled to access.

Note Do not confuse subscribers with users. These two roles have different meanings in Provisioning Manager. For a description of a user, see Managing Users.

Note

These subscriber types exist in each Domain in Provisioning Manager. Each set of subscriber types may be customized in each Domain by adding, removing, or changing these predefined subscriber types.

Creating a New Subscriber Role Type

Step 1

Select Advanced Setup > Policies > Subscriber Roles. The Subscriber Role Configuration page appears.

Updating a Subscriber Role Type

Associating Products to a Subscriber Role Type

When products are associated to a subscriber role, the subscribers with that role can order the associated products (for information on ordering products, see Ordering Products and Services, page 3-2).

Step 1

Select Advanced Setup > Policies > Subscriber Roles. The Subscriber Role Configuration page appears.

Step 2

In the Domain field, select the Domain where the subscriber role type exists.

Step 3

Click Choose Role to View. The Choose a Subscriber Role Type dialog box appears.

Step 4

Click the desired subscriber role type. The View Subscriber Role Type page appears.

Step 6

Click the check box next to the products that you want to associate to the subscriber role type.

Assigning Provisioning Attribute Precedence

When a subscriber belongs to multiple subscriber role types, the precedence setting determines which subscriber type's provisioning attribute settings to use.

Step 1

Select Advanced Setup > Policies > Subscriber Roles. The Subscriber Role Configuration page appears.

Step 2

In the Domain field, select the Domain where you want to change provisioning attribute precedence.

Step 3

Click Assign Provisioning Attribute Precedence. The Assign Precedence page appears.

Step 4

Click the arrows next to a subscriber role type to move it up or down in the order of precedence.

Changing the Name of a Subscriber Role Type

Step 1

Select Advanced Setup > Policies > Subscriber Roles. The Subscriber Role Configuration page appears.

Step 2

In the Domain field, select the Domain where the subscriber role type exists.

Step 3

Click Choose Role to View. The Choose a Subscriber Role Type dialog box appears.

Step 4

Click the desired subscriber role type. The View Subscriber Role Type page appears.

Editing Provisioning Attributes for a Subscriber Role Type

Step 1

Select Advanced Setup > Policies > Subscriber Roles. The Subscriber Role Configuration page appears.

Step 2

In the Domain field, select the Domain where the subscriber role type exists.

Step 3

Click Choose Role to View. The Choose a Subscriber Role Type dialog box appears.

Step 4

Click the desired subscriber role type. The View Subscriber Role Type page appears.

Step 5

Click Edit Provisioning Attributes. The Provisioning Attribute Management page appears.

Step 6

Click the plus sign next to the attribute heading that you want to edit.

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To edit an attribute's information, click the Edit icon (

) next to the attribute and make the desired changes.

Removing a Subscriber Role Type

Step 1

Select Advanced Setup > Policies > Subscriber Roles. The Subscriber Role Configuration page appears.

Step 2

In the Domain field, select the Domain where the subscriber role type exists.

Step 3

Click Choose Role to View. The Choose a Subscriber Role Type dialog box appears.

Step 4

Click the desired subscriber role type. The View Subscriber Role Type page appears.

Managing Users

Users in Provisioning Manager represent logins to the system for people who can access Provisioning Manager to perform various activities. Users can be permitted to perform various roles within Provisioning Manager. These roles can be system-wide (for example, administrators), or they can be associated to a single Domain, which limits the scope of changes that the user can make.

Note A user can also be a subscriber. Mean products or services have been ordered for the user.

Creating Users

Step 1

Select System Administration > Manage Users. The Manage User page appears.

Step 3

Click Create. The user is created. You can now update any of the user information.

Updating User Information

Once a user is created you can use the Manage User page to change the following information:

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Synchronize subscribers. This option does not appear until an order is placed for the user.

Step 1

Select System Administration > Manage Users. The Manage User page appears.

Step 2

Click the Chooser icon (

) next to the User ID field. The Choose a User dialog box appears.

Step 3

Select the user that you require. The user information is populated in the Manage User page.

Resetting User Passwords

You can reset passwords only if you have the correct privileges (see Managing Authorization Roles). You can reset the passwords for the following:

The default user passwords are controlled by the following rules (see, Business Rules, page 6-2):

Note After resetting a user's password, you must inform the user of the new value that was set.

Managing Authorization Roles

Table 2-1 lists the authorization roles that are available in Provisioning Manager.

Note Global roles apply system-wide and Domain roles only apply to the Domains for which the user belongs to.

Table 2-1 Authorization Roles
Authorization Role			Description
Global
	Administration		Has access to all Provisioning Manager functionality.
	Maintenance		Authorized to configure system cleanup activities. See Maintaining Data, page 7-5.
Domain
	Policy		Authorized to modify phone button templates, subscriber roles, and add or update phone inventory.
	Ordering Roles		Users assigned these roles are allowed to place orders for other subscribers and themselves.
	Ordering		Authorized to: •Add, delete, or update a subscribers within a Domain. •Add, delete, or update a subscriber role within a Domain (if the rule for that Domain permits it). •Add, delete, or update phones in the inventory within a Domain (if the rule for that Domain permits it). •Search and view detailed subscriber information within a Domain. •Place an order for a subscriber within a Domain.
		Advanced Ordering	Authorized to access all the functionality specified by the Ordering role; can also access Advance Order Options in the Order Entry page.
		Advanced Assignment	Authorized to access all the functionality specified by the Ordering role, plus authorized to assign the phone MAC address at the time of order entry for a phone product.
	Activity Roles		Users assigned one of these roles can perform activities assigned to the group during the processing of an order.
	Approval		Authorized to accept and complete the approval for orders.
	Assignment		Authorized to accept the user activity for assigning the MAC Address.
	Shipping		Authorized to accept and complete shipping of orders.
	Receiving		Authorized to accept and complete receiving of orders.

Step 2

Click Edit next to the assigned Role field. The Assign User Authorization Roles page appears.

Tip

To access the Assign User Authorization Roles page, you can also click Manage Authorization Roles.

Synchronizing Users

If the user is also a subscriber, you can synchronize the user. The user's data in Provisioning Manager is synchronized with the user's data in the Call Processor. For more information about synchronizing, see Synchronizing Domains, page 5-11.

Step 2

Click Synchronize Subscriber. A confirmation dialog box appears. The Synchronize Subscriber option does not appear for a user until an order is placed for the user.

Removing a User

Accessing Subscriber Records for a User

Step 2

Click View Subscriber Services. The Subscriber Record Details page for the user appears.

Table Of Contents

Managing Subscribers and Users

Managing Subscribers

Creating Subscribers

Updating Subscriber Information

Resetting Subscriber Passwords

Managing Authorization Roles

Synchronizing a Subscriber

Removing a Subscriber

Accessing Subscriber Records

Working with Subscriber Roles

Creating a New Subscriber Role Type

Updating a Subscriber Role Type

Associating Products to a Subscriber Role Type

Assigning Provisioning Attribute Precedence

Changing the Name of a Subscriber Role Type

Editing Provisioning Attributes for a Subscriber Role Type

Removing a Subscriber Role Type

Managing Users

Creating Users

Updating User Information

Resetting User Passwords

Managing Authorization Roles

Synchronizing Users

Removing a User

Accessing Subscriber Records for a User