System Administration Guide

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1 akkadian Provisioning Manager Express 4.5 System Administration Guide Updated February 8 th, 2016 Copyright and Trademarks: I. Copyright: This website and its content is copyright 2016 Akkadian, LLC. All rights reserved. Except with the prior written permission of Akkadian, LLC, any redistribution or reproduction of part or all of the contents of this website, including the redistribution or reproduction of any documentation or other materials downloaded from this website, in any form and in any media, is prohibited. II. Trademarks: Akkadian, the Akkadian logo and other trademark or service marks used on this website, whether registered or not, are the property of Akkadian, LLC and may not be used or reproduced without the prior written permission of Akkadian, LLC. apme UG 1/8/

2 Table of Contents akkadian Provisioning Manager Express Task List for Installing and Configuring akkadian Provisioning Manager Express Section 1.0 System Requirements for akkadian Provisioning Manager Express Provisioning Manager Express 4.5 Server Requirements Operating System Requirements Cisco Unified Communications Application Requirements SMTP Requirements Web Browser Requirements Firewall Ports... 9 Section 2.0 Preparing Cisco Unified Communications Manager for Provisioning Manager Express Activate the AXL Web Service Create apme CUCM Application User Section 3.0 Preparing Cisco Unified Contact Center Express for Provisioning Manager Express Assigning a user Cisco Unified CCX Administrator capability Section 4.0 Preparing Cisco Unity Connection for Provisioning Manager Express Creating a Cisco Unity Connection System Administration Account Section 5.0 Installing akkadian Provisioning Manager Express for Windows Section 6.0 Deploying the akkadian Provisioning Manager Express 4.5 Virtual Appliance Section 7.0 akkadian Provisioning Manager Express 4.5 Initial Configuration Logging into akkadian Provisioning Manager Express akkadian Provisioning Manager Express 4.5 Configuration akkadian Provisioning Manger Express 4.5 SSL Configuration akkadian Provisioning Manger Express 4.5 Certificate Signing Request akkadian Provisioning Manger Express 4.5 Generating a Certificate akkadian Provisioning Manger Express 4.5 Uploading Certificates akkadian Provisioning Manger Express 4.5 LDAP Configuration akkadian Provisioning Manger Express 4.5 Licensing Adding Application Servers to akkadian Provisioning Manager Express Configuring Service Groups in akkadian Provisioning Manger Express Adding Groups and Permissions in akkadian Provisioning Manager Express Assigning Access to Service Groups in akkadian Provisioning Manager Express Configuring Users in akkadian Provisioning Manager Express Configuring Filter Templates in akkadian Provisioning Manager Express DN Pool Management in akkadian Provisioning Manager Express Configuring Global Variables in akkadian Provisioning Manager Express Section Getting Started with Templates in akkadian Provisioning Manager Express akkadian Provisioning Manager Express 4.5 System Administration Guide 2

3 Section 8.1 Using Variables with Templates in akkadian Provisioning Manager Express Section 8.2 Creating Add Templates in akkadian Provisioning Manager Express Section Creating Add Speed Dial Templates in akkadian Provisioning Manager Express Section Creating Add Voice Mail Profile Templates in akkadian Provisioning Manager Express Section Creating Add User Templates in akkadian Provisioning Manager Express Section Creating Add Line Templates in akkadian Provisioning Manager Express Section Creating Add Device Templates in akkadian Provisioning Manager Express Section Creating Add CUC Voice Mail Templates in akkadian Provisioning Manager Express Section Creating Site Templates in akkadian Provisioning Manager Express Section 8.3 Creating Editing Templates in akkadian Provisioning Manager Express Section 9.0 Getting Started with Action Templates in akkadian Provisioning Manager Express Section 10.0 Getting Started with Provisioning in akkadian Provisioning Manager Express Section 10.1 Bulk Provisioning in akkadian Provisioning Manager Express Section Scheduling in akkadian Provisioning Manager Express Section 11.0 Configuring FTP in akkadian Provisioning Manager Express Section Backup and Restore in akkadian Provisioning Manager Express Section System Update in akkadian Provisioning Manager Express Section 14.0 Reporting in akkadian Provisioning Manager Express Section 15.0 Updating the PMEAdmin Password in akkadian Provisioning Manager Express Section 16.0 Getting Started with the REST API in Provisioing Manager akkadian Provisioning Manager Express akkadian Provisioning Manager Express 4.5 System Administration Guide 3

4 akkadian Provisioning Manager Express 4.5 Empower Your Provisioners Akkadian develops applications to streamline your business processes via collaboration software. akkadian Provisioning Manager Express (apme) consolidates the task of adding user and device configurations into one simple, web-based interface. The Challenge Manually adding new users and devices into Cisco Unified Communications Manager (CUCM) costs your company time and time is money. Your company is losing time on training administrators to navigate CUCM, time required for them to learn the necessary actions, time to add devices or users and time addressing mistakes. Moreover, the process complexity means it s often your highest paid IT professionals spending this time on provisioning. The Solution Akkadian offers apme, a software solution designed to replace CUCM s tedious provisioning process with a consolidated interface that s simple enough for help desk level employees to administer. apme utilizes templates to streamline and simplify the provisioning process, in-turn shortening training time and freeing your top IT professionals from these tasks. apme gives administrators the ability to efficiently add, modify and delete users and devices from any configured application server. Changes can be made to CUCM, Unity Connection or IM&P all from apme 4.5 s single, easy to use webbased interface. Multiple templates can be developed for various employee groups within your organization. Administration of templates is straightforward and uses common settings. apme allows your team to do more with less less time, less frustration and less cost for your company. New to 4.5 DN Management Cross cluster support DN Management Support for unregistered DNs New Site Templates to increase flexibility and reduce administrative overhead Support for Bulk Delete API enhancments Support for Contact Center Express Global Variable Enahacements Support for custom lists And much more. Learn More akkadian Provisioning Manager Express 4.5 System Administration Guide 4

5 Task List for Installing and Configuring akkadian Provisioning Manager Express 4.5 To install and configure akkadian Provisioning Manager Express 4.5 complete the following tasks in the order presented: 1. Review the requirements for deploying akkadian Provisioning Manager Express 4.5 in Section 1 System Requirement for akkadian Provisioning Manager Express Configure Cisco Unified Communications Manager for AXL API access. See Section 2.0 Preparing Cisco Unified Communications Manager for Provisioning Manager Express Optional Configure Cisco Contact Center Express for REST API access. See Section 3.0 Preparing Cisco Unified Contact Center Express for Provisioning Manager Express 4.5. If you are not using Unity Connection, please proceed to step Optional Configure Cisco Unity Connection for REST API access. See Section 4.0 Preparing Cisco Unity Connection for Provisioning Manager Express 4.5. If you are not using Unity Connection, please proceed to step Install akkadian Provisioning Manger Express 4.5. See Section 5.0 Installing akkadian Provisioning Manager Express 4.5 for Windows or Section 6.0 Deploying the akkadian Provisioning Manager Express 4.5 Virtual Appliance. 6. Log in to Provisioning Manager Express 4.5 to perform the initial configuration See Section 7.0 akkadian Provisioning Manager Express 4.5 Initial Configuration. 7. Configure the SMTP Host for password recovery and notifications. See Section 7.2 akkadian Provisioning Manager Express 4.5 Configuration. 8. Optional Upload SSL Certificate and Key. See Section 7.3 akkadian Provisioning Manger Express 4.5 SSL Configuration. 9. Optional Configure LDAP authentication. See Section 7.4 akkadian Provisioning Manger Express 4.5 LDAP Configuration. This is only required if you wish to utilize LDAP authentication to access Provisioning Manager Express 4.5; otherwise proceed to the next step.

6 10. Upload the license file. See Section 7.5 akkadian Provisioning Manger Express 4.5 Licensing. If you are trialing akkadian Provisioning Manager Express, this step is optional. 11. Add Applications Servers such as Cisco Unified Communications Manager and Cisco Unity Connection. See Section 7.6 Adding Application Servers to akkadian Provisioning Manger Express Configure Service Groups to provide provision access to your Application Servers. See Section 7.7 Configuring Service Groups in akkadian Provisioning Manger Express Optional Add Groups and Permissions. See Section 7.8 Adding Groups and Permissions in akkadian Provisioning Manager Express 4.5. The built-in groups can be used to provide access to Provisioning Manager Express 4.5. Custom Groups should be used for greater flexibility and security. 14. Associate Service Groups to User Groups in order to provide access to provision in Application Servers. See Section 7.9 Assigning Access to Service Groups in akkadian Provisioning Manager Express Create Users and assign them to Groups. See Section 7.10 Configuring Users in akkadian Provisioning Manager Express 4.5. The PMEAdmin user has no provisioning rights and should not be used for daily system administration. At least one user with System Administrator permissions will be required to complete the Provisioning Manager Express 4.5 configuration. Please note the username and password for this user, as it will be required for Step Log out of Provisioning Manager Express 4.5 as PMEAdmin and log back in using the user with Administrator privileges created in Step Optional Create Filter Templates to limit device and data for Provisioners. See Section 7.11 Configuring Filter Templates in akkadian Provisioning Manager Express Optional Create DN Pools to streamline Directory Number assignment during provisioning. See Section 7.12 DN Pool Management in akkadian Provisioning Manager Express Optional Create Global Variables to simplify the provisioning process. See Section 7.13 Configuring Global Variables in akkadian Provisioning Manager Express 4.5. Global akkadian Provisioning Manager Express 4.5 System Administration Guide 6

7 Variables are optional, though they are necessary to streamline the provisioning process. 20. Configure Provisioning Manager Express 4.5 Templates. See Section Getting Started with Templates in akkadian Provisioning Manager Express 4.5. Templates are the core of Provisioning Manager Express 4.5 and the number and types of Templates will differ depending on the environment. Section 7.0 will help you understand how to best utilize Templates in Provisioning Manager Express. 21. Create provision Actions. See Section 9.0 Getting Started with Action Templates in akkadian Provisioning Manager Express 4.5. Actions Templates combine one or more Provisioning Templates to create a single template. 22. Start Provisioning. Use Action Templates to starting provisioning in your environment. See Section 10.0 Getting Started with Provisioning in akkadian Provisioning Manger Express Optional - Updating the PMEAdmin password. For security purposes, it is best practice to change the PMEAdmin password. See Section 15.0 Updating the PMEAdmin Password in akkadian Provisioning Manager Express. 24. Backup the system. It is recommended to back up the system when your configuration is complete as described in Section 12.0 Backup and Restore in akkadian Provisioning Manager Express 4.5. akkadian Provisioning Manager Express 4.5 System Administration Guide 7

8 Section 1.0 System Requirements for akkadian Provisioning Manager Express Provisioning Manager Express 4.5 Server Requirements akkadian Provisioning Manager Express 4.5 is available for Windows Server or as a Linux Virtual Appliance. It was developed to run in a virtual environment on VMware ESXi 4.x and above. The recommended server requirements for akkadian Provisioning Manager Express 4.5 are based on several variables. In order to assist with allocating the proper resources for Provisioning Manager Express 4.5, use the Table to determine the appropriate system resources. Table System Requirements Guidline System Requirements Guideline Devices (Phones or Device Profiles) Application Servers* vcpu* vram vdisk (Thick) vnic SRG GB 1x 110 GB 1 SRG , GB 1x 110 GB 1 SRG , GB 1x 110 GB 1 SRG , GB 1x 110 GB 1 * Applications servers are defined as configured applications servers in apme and is not related to the number of servers with a cluster. * Minimum of 2000 MHz reserved 1.2 Operating System Requirements akkadian Provisioning Manger Express 4.5 for Windows Server is supported on the following Windows Server Operating Systems: Windows 2008 R2 Windows 2012 R2 akkadian Provisioning Manager Express 4.5 System Administration Guide 8

9 1.3 Cisco Unified Communications Application Requirements Table Application Supported Versions Cisco Unified Communications Manager 8.x 11.x Cisco Unified Contact Center Express 9.x 11.x Cisco Unity Connection 8.x - 11.x 1.4 SMTP Requirements Akkadian Provisioning Manager Express 4.5 requires an SMTP server to send users their initial password as well as important notifications. Ensure Provisioning Manager Express is authorized to send mail via the configured SMTP server. 1.5 Web Browser Requirements Internet Explorer 9.x+ Mozilla Firefox 20+ Chrome 1.6 Firewall Ports If akkadian Provisioning Manager Express 4.5 is located behind a firewall, the ports in Table are required for proper communication. Table Traffic Application Web Access Communication to Cisco Communications Manager via AXL/SOAP API Communication to Cisco Unity Connection via REST API Port akkadian Provisioning Manager Express 4.5 System Administration Guide 9

10 Section 2.0 Preparing Cisco Unified Communications Manager for Provisioning Manager Express 4.5 akkadian Provisioning Manager Express 4.5 communicates with Cisco Unified Communications Manager using the AXL/SOAP API. Two items are required on Cisco Unified Communications Manager to allow access via the AXL API: 1. The Cisco AXL Web Service must be activated and started 2. An Application user with AXL API access If CUCM is already configured for AXL API access, proceed to Section Activate the AXL Web Service The Cisco AXL Web Service is disabled by default on some versions of Cisco Unified Communications Manager. The service must be activated to enable AXL API access. 1. Browse to the CUCM Serviceability page on 2. Tools > Service Activation 3. Select the Publisher node 4. Scroll down to Database and Admin Services 5. Check the box for Cisco AXL Web Service and click Save Figure CUCM AXL Service Activation 2.2 Create apme CUCM Application User To configure a new Application user: 1. From the Cisco Unified Communications Manager Administration Web page, select Application User from the User Management menu, and then click Add New. 2. In the User ID field, type PMEAXL. 3. In the Password and Confirm Password fields, type a password for the new user and then click Save. akkadian Provisioning Manager Express 4.5 System Administration Guide 10

11 4. Navigate down the page to Permissions Information. 5. Click Add to Access Control Group (User Group in some versions of CUCM) and then click Find. 6. Select Standard TabSync User and then click Add Selected. 7. Select Standard EM Authentication Proxy Rights and then click Add Selected. 8. On the Cisco Unified Communications Manager Administration Web page, confirm the Standard AXL API Access group is listed under Roles. Figure CUCM Application user Groups assignment akkadian Provisioning Manager Express 4.5 System Administration Guide 11

12 Section 3.0 Preparing Cisco Unified Contact Center Express for Provisioning Manager Express 4.5 akkadian Provisioning Manager Express 4.5 communicates with Unified Contact Center Express (UCCX) using the REST API. Two items are required on Cisco Unified Communications Manager to allow access via the AXL API: 1. The Cisco Unified CCX Configuration API service must be started 2. An user with Cisco Unified CCX Administrator capability The default UCCX application administrator account created during the UCCX installation can be used for access, but for security purposes it is best practice to create a separate account. If the existing account will be used, proceed to next section. Otherwise, follow the steps in Section Assigning a user Cisco Unified CCX Administrator capability UCCX imports all user accounts from CUCM. Before you begin this process, ensure the end user is created in CUCM and synchronized to UCCX. 1. From the Cisco Unified CCX Administration web interface, select Tools User Management Administrator Capability View. 2. Locate the user from the Available Users list or using the Search tool. 3. Move the user from Available Users to Cisco Unified CCX Administrators 4. Click Update to save the changes akkadian Provisioning Manager Express 4.5 System Administration Guide 12

13 Section 4.0 Preparing Cisco Unity Connection for Provisioning Manager Express 4.5 akkadian Provisioning Manager Express 4.5 communicates with Cisco Unified Connection using the REST API. The built-in Cisco Unity Connection application administrator account can be used for access, but for security purposes a separate account should be created. If the built-in application administrator account will be used for access, proceed to Section 5.0. Otherwise, follow the steps in Section 4.5 for instructions on creating an account. 4.1 Creating a Cisco Unity Connection System Administration Account To configure a new user: 5. From the Cisco Unity Connection Web page, select Users from the User section, and then click Add New. 6. In the User Type dropdown menu, select User Without Mailbox. 7. In the Based on Template dropdown menu, select administratortemplate. 8. In the Alias field, type a username (Example - PME-REST) and click Save. 9. From the Edit Menu select Password Settings and uncheck User Must Change at Next Sign-In and click Save. 10. From the Edit Menu select Change Password. 11. In the Password and Confirm Password fields, type a password for the user and click Save. 12. From the Edit Menu select Roles. 13. Verify the user has the System Administrator under Assigned Roles. akkadian Provisioning Manager Express 4.5 System Administration Guide 13

14 Section 5.0 Installing akkadian Provisioning Manager Express for Windows akkadian Provisioning Manger Express 4.5 is supported on the following Microsoft Windows platforms: Windows Server 2008R2 Windows Server 2012R2 Provisioning Manager Express 4.5 requires WAMP server 2.0, which will be installed as part of the installation process. Before you begin the installation process, ensure no other services are running on TCP port 80 or 443. Step 1 - Step 2 - Step 3 - Log in to the Windows server using an account with Local Administrator rights. Download akkadian Provisioning Manager Express 4.5 to the local server. Launch the akkadian Provisioning Manager Express 4.5 installer by double-clicking the executable. Figure Provisioning Manager Express Setup Wizard akkadian Provisioning Manager Express 4.5 System Administration Guide 14

15 Step 4 - Choose the location to install akkadian Provisioning Manager Express 4.5 or click Next to accept the default location. Figure Setup Wizard Choose File Location Step 5 - Review and accept the license agreement and click Next to continue. Figure Setup Wizard License Agreement akkadian Provisioning Manager Express 4.5 System Administration Guide 15

16 Step 6 - When the installation is complete, click Close. akkadian Provisioning Manager Express 4.5 will launch in a Web Browser or can be accessed by going to IP or Name}/PME. Figure Setup Complete Step 7 - Proceed to Section 7.0 akkadian Provisioning Manager Express 4.5 Initial Configuration to begin the configuration process. akkadian Provisioning Manager Express 4.5 System Administration Guide 16

17 Section 6.0 Deploying the akkadian Provisioning Manager Express 4.5 Virtual Appliance akkadian Provisioning Manager Express 4.5 can be deployed as a virtual appliance on VMware ESXi versions 4.x & 5.x. The steps below will help guide you through the process of deploying the virtual appliance; however, you should have an understanding of VMware or contact your VMware administrator for assistance. Step 1 - Download the latest akkadian Provisioning Manage Express 4.5 OVA to a location accessible by the vsphere client. Step 2 - From the vsphere client select Deploy OVF Template from the File menu. Figure Deploy OVF Template Step 3 - Select the OVA from computer or network location and click Next to continue. Figure OVA File Location akkadian Provisioning Manager Express 4.5 System Administration Guide 17

18 Step 4 - Review the License Agreement and click Next to continue. Figure License Agreement Step 5 - Specify the name and location for the VMware machine and click Next to continue. Figure Specify name and location akkadian Provisioning Manager Express 4.5 System Administration Guide 18

19 Step 6 - Specify the VMware Host / Cluster and click Next to continue. Figure Host/Cluster location Step 7 - Specify a host within the cluster and click Next to continue. Figure Specify host akkadian Provisioning Manager Express 4.5 System Administration Guide 19

20 Step 8 - Specify the storage location for the virtual machine and click Next to continue. Figure Storage location Step 9 - Select Thick Provision Lazy Zeroed and click Next to continue. Figure Disk format Step 10 - Select the Destination Network for the virtual machine and click Next to continue. akkadian Provisioning Manager Express 4.5 System Administration Guide 20

21 Figure Network Mapping Step 11 - Verify the virtual machine settings. The initial OVA deploys based on System Requiments Guidline #1 with 1 vcpu and 4GB Memory. Depending on your system requirements, you may need to adjust the virtual CPU and Memory settings. Please refer to Table System Requirements Guidline to determine the system requirement applicable to your environment. If the default setting are adequate, please proceed to step 14; otherwise, please follow steps to adjust the virtual CPU and Memory. Step 12 - Click OK to complete the deployment. To adjust the virtual machine CPU and Memory, locate the newly deployed virtual machine in VCenter, right click on the virtual machine and select Edit Settings. Step 13 - for your environment. On the Hardware tab, select CPU and adjust the setting to provide the required number of cores Step 14 - After adjusting the CPU, click on Memory and adjust the settings to provide the required resources for your environment. When completed, click OK to commit the changes. akkadian Provisioning Manager Express 4.5 System Administration Guide 21

22 Step 15 - Power on the virtual machine and proceed to Step 18. Figure Review deployment Step 16 - Select Power on after deployment and click Finish to deploy the OVA. Step 17 - When the deployment is complete, click Close. In some cases you may receive a message from VMWare The OVF package is valid but consider the following warnings. These typically can be ignored and are caused by deploying the apme OVA on VMWare ESXi versions prior to 5.5. akkadian Provisioning Manager Express 4.5 System Administration Guide 22

23 Figure Deployment status Step 18 - Locate the virtual machine in vsphere and open a console. Step 19 - Appliance Platform menu. When the server boot process completes, select Configure Network from the Akkadian Figure Configure Network Step 20 - From the Network Configuration menu, select option 6 to configure the IP address. Step 21 - Configure the IP address settings for your environment as shown in figure akkadian Provisioning Manager Express 4.5 System Administration Guide 23

24 Figure IP address settings Step 22 - Configure the Default Gateway setting for your environment as shown in figure Figure Default Gateway settings Step 23 - Configure the Hostname for the server as shown in figure akkadian Provisioning Manager Express 4.5 System Administration Guide 24

25 Figure Hostname settings Step 24 - Configure your DNS servers as shown in figure Figure DNS server settings Step 25 - The akkadian Provisioning Manager Express 4.5 virtual appliance deployment is complete and can be accessed by going to IP or Name}/PME. Step 26 - Proceed to Section 7.0 akkadian Provisioning Manager Express 4.5 Initial Configuration to begin the configuration process. akkadian Provisioning Manager Express 4.5 System Administration Guide 25

26 Section 7.0 akkadian Provisioning Manager Express 4.5 Initial Configuration After completing the installation, akkadian Provisioning Manager Express 4.5 requires some basic configuration before you can begin provisioning. This section will guide you through the configuration process. 7.1 Logging into akkadian Provisioning Manager Express akkadian Provisioning Manager Express can be accessed using the following URL: IP or NAME}/PME 2. Log in using the default credentials: Username PMEAdmin Password PMEAdmin (Case sensitive) Figure Login Screen 3. After logging in, use the button to expand the navigation bar as shown in Figure By default, the navigation bar will auto-hide. Lock the navigation bar in the expanded view by toggling the button to the position. Figure akkadian Provisioning Manager Express 4.5 System Administration Guide 26

27 7.2 akkadian Provisioning Manager Express 4.5 Configuration 1. Expand System menu from the navigation bar as how in Figure Figure Navigation Bar System Menu 2. Select Configuration from the System menu 3. Click the Configuration Tab 4. Enter the information for your SMTP server. Ensure Provisioning Manager Express 4.5 is authorized to send mail via your SMTP server Figure SMTP Configuration akkadian Provisioning Manager Express 4.5 System Administration Guide 27

28 7.3 akkadian Provisioning Manger Express 4.5 SSL Configuration The default SSL certificate included with akkadian Provisioning Manager Express 4.5 will not be trusted by most Web Browsers. Optionally, you can upload a self-signed or public certificate trusted by your organization. Uploading a certificate in Provisioning Manager Express 4.5, requires three steps: Step 1 Generate a Certificate Signing Request (CSR) Step 2 Use the CSR to generate a certificate with a Certificate Authority Step 3 Upload the certificate to Provisioning Manager Express 4.5and restart the server See Sections for more detail akkadian Provisioning Manger Express 4.5 Certificate Signing Request A CSR is an encoded file that provides you with a standardized way to submit your public key along with some information that identifies your company and domain name. 1. Log in as PMEAdmin 2. Select Configuration from the System menu 3. Click the Generate CSR Tab 4. Enter the informatin for the certificate request as demonstratred in Table When complete, click Generate and choose a location to save the CSR file. Figure Generate CSR Field Common Name Country State City Organization Organizational Unit Description This is fully qualified domain name that you wish to secure e.g. ' or 'provisiong.example.com'. The two-letter ISO code for the country where your organization is located e.g. GB, FR or US etc.. This should not be abbreviated e.g. Sussex, Normandy, New Jersey e.g. London, Waterford, Paris, New York, Dhaka, Kochi Usually the legal incorporated name of a company and should include any suffixes such as Ltd., Inc., or Corp. e.g. HR, Finance, IT An address to contact the organization. Usually the address of the certificate administrator or IT department akkadian Provisioning Manager Express 4.5 System Administration Guide 28

29 Figure Generate CSR akkadian Provisioning Manger Express 4.5 Generating a Certificate With the CSR generated, the next step is to generate a certificate using your designated Certificate Authority. Provisioning Manager Express 4.5 supports certificates from any valid public certificate authority such as DigiCert or Verisign as well as self-signed certificates authorities. Using the CSR generated from Provisioning Manager Express 4.5, follow the instructions provided by your certificate authority to generate a certificate. Download the certificate bundle most appropriate for Apache Web Server, which is typically a ZIP file containing the individual certificate files. The Certificate should have a.crt extension and will need to be renamed to server.crt before being uploaded to Provisioning Manager Express akkadian Provisioning Manger Express 4.5 Uploading Certificates With the certificate generated, the next step is to upload the certificate into Provisioning Manager Express 4.5. Please ensure the certificate is renamed to server.crt before proceeding. 1. Log in as PMEAdmin 2. Click the Upload Certifcate Tab 3. Select Choose File and locate the server.crt file, and click Upload Certificate 4. Restart Provisioning Manager Express 4.5 for the change to take affect akkadian Provisioning Manager Express 4.5 System Administration Guide 29

30 7.4 akkadian Provisioning Manger Express 4.5 LDAP Configuration akkadian Provisioning Manager Express 4.5 supports both local and LDAP configuration. Using LDAP authentication is optional. If you would like to use LDAP authentication, follow the steps below: 1. Select LDAP from the System menu 2. Click on Default to update the default LDAP agreement 3. Update the LDAP settings for your environment and click Save Table LDAP Configuration Field Description LDAP Config Name Enter a name to identify this specific LDAP configuration Base Enter the LDAP search base Server The LDAP server IP address or DNS name Port* Enter the LDAP server port number Username Enter the LDAP Username used to authenticate to the LDAP server Password Enter the LDAP Password used to authenticate to the LDAP server Username Bind Attribute Enter LDAP Attribute to bind to Username during authentication * Typical port number is 389 for LDAP. 4. To add another LDAP agreement, click Add or continue to the next section Figure LDAP Authentication akkadian Provisioning Manager Express 4.5 System Administration Guide 30

31 7.5 akkadian Provisioning Manger Express 4.5 Licensing akkadian Provisioning Manager Express 4.5 integrates tightly with CUCM licensing. In CUCM version 9.x and above, it supports both User and Device Based licensing as described in Table License Type User Based Licnese (UBL) Device Based License (DBL) Description Applies to a CUCM end user with 2 or more associated devices Applies to a single phone or CUCM end user with one associated device This means end users with two or more associated devices can take advantage of reduced licensing costs but using UBLs. When integrating with a CUCM 8.x, only DBLs are supported due to limitation in CUCM. Provisioning Manager Express 4.5 comes with a fully functional 30 day trial license containing 25,000 UBLs and DBLs. To obtain a license file: 1. Select Licensing from the System menu 2. Copy the Server MAC Address 3. Contact your reseller or sales@akkadianlabs.com and include the Server MAC Address and copy of the Purchase Order 4. The license will be sent via within 24 hours To install the license file: 1. Select Licensing from the System menu 2. Select Choose File from the Upload License File section 3. Click Upload to upload the license file 4. Refresh the browser to view the updated license information akkadian Provisioning Manager Express 4.5 System Administration Guide 31

32 7.6 Adding Application Servers to akkadian Provisioning Manager Express 4.5 Application servers are the foundation upon which provisioning actions will take place. akkadian Provisioning Manager Express 4.5 supports the following Cisco applications: Cisco Unified Communications Manager (CUCM) Cisco Unified Contact Center Express (UCCX) Cisco Unity Connection (CUC) akkadian Provisioning Manager Express 4.5 supports multiple CUCM, CUC and UCCX clusters. To add a Cisco Unified Communications Manager Application Server: 1. Select Application Servers from the System menu 2. Select the Communications Manager tab to add a Cisco Communications Manager server 3. On the menu, click Figure Application Server Configuration 4. Enter the server configuration for your Cisco Unified Communications Manager as shown in Table Table CUCM Application Server Configuration Field Name Communications Manager Name Publisher Versions AXL Username AXL Password Confirm Password Description Name or description for CUCM cluster CUCM AXL server DNS name or IP address. This is typically the CUCM Publisher server Populated when AXL credentials are verified (Read Only) CUCM application username with AXL rights Password for CUCM application account Confirm Password for CUCM application account akkadian Provisioning Manager Express 4.5 System Administration Guide 32

33 5. Click Verify. When complete, the Version field will poplulate with your CUCM version. Figure CUCM Application Server Configuration Example If the CUCM cluster is integrated with UCCX, the option to configure UCCX/IPCC Server Information will become available. To configure UCCX integration, complete steps 7 to 6. Enter the server configuration for your UCCX Publisher as shown in Table Table UCCX Application Server Configuration Field Name IPCC Server IPCC Username IPCC Password Confirm Password Description Name or description for CUCM cluster CUCM AXL server DNS name or IP address. This is typically the CUCM Publisher server Populated when AXL credentials are verified (Read Only) CUCM application username with AXL rights 7. Click Verify. 8. On the Menu, click. This process may take several minutes. To add a Cisco Unity Connection Application Server: 1. Select Application Servers from the System menu 2. Select the Unity Connection tab to add a Cisco Unity Connection server 3. On the menu, click Add Figure CUC Application Servers akkadian Provisioning Manager Express 4.5 System Administration Guide 33

34 4. Enter the server configuration for your CUC. Table CUC Application Server Configuration Field Name Description UC Server Name Name or description for CUC cluster Server TCP/IP CUC Publisher DNS name or IP address. Versions Populated when System Administrator credentials are verified (Read Only) Username CUC user alias with the System Administrator role Password Password for CUC alias Confirm Password Confirm Password for the CUC Alias 5. Click Verify. When complete, the Version field will poplulate with your CUC version. Figure CUC Application Server Configuration akkadian Provisioning Manager Express 4.5 System Administration Guide 34

35 7.7 Configuring Service Groups in akkadian Provisioning Manger Express 4.5 Service Groups logically group Application Servers to create provisioning targets. Multiple Service Groups can contain the same applications servers, providing greater flexibility. For example, if an organization had the following Application Servers: Table Application Servers Example Application Servers CUCM-US-Cluster CUC-US-East-Cluster CUC-US-West-Cluster Description CUCM cluster for the US CUC Voic Cluster for the US East Region CUC Voic Cluster for the US West Region In this case, the organization has one CUCM cluster, but two Unity Connection clusters. Service Groups can be used to direct provision to the correct application servers. In this example, two Service Groups would be required: Table Service Group Example Service Group Name CUCM Application Server CUC Application Server US-EAST CUCM-US-Cluster CUC-US-East-Cluster US-WEST CUCM-US-Cluster CUC-US-West-Cluster To add a Service Group: 1. Select Service Groups from the System menu 2. On the menu, click to create a new Service Group 3. Configure the Service Group: Table Service Group Fields Field Name Group Name Group Description Communications Manager* Unity Connection * CUCM server is required Description Enter the service group name Enter a description for the service group Select a CUCM application server Select a CUC server Figure Service Group Configuration akkadian Provisioning Manager Express 4.5 System Administration Guide 35

36 4. When finished, on the menu click 5. To add another Service Group, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 36

37 7.8 Adding Groups and Permissions in akkadian Provisioning Manager Express 4.5 Groups are used to provide a common class of users with permissions and access to items within akkadian Provisioning Manager Express 4.5. The system is configured with four default groups: Administrator Editor Provision Template Manager These groups cannot be changed or deleted, but additional groups may be added to provide additional security. To add a Group: 1. Select Security from the System menu 2. Select the Groups Permissions tab 3. On the menu, click to create a new Group 4. Enter the Name and configure the appropriate permissions 5. When finished, click Figure Security Group Configuration 6. To add another Group, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 37

38 7.9 Assigning Access to Service Groups in akkadian Provisioning Manager Express 4.5 As covered in Section 6.7, Service Groups provide the ability to assemble Applications Servers into a logical container for provisioning. Service Groups provide the foundation for working with provisioning templates and actions in Provisioning Manager Express 4.5 as well as provide the first level of security. In order to begin using Service Groups, security permissions must be granted. To assigned access to a Service Groups: 1. Select Security from the System menu 2. Select the Service Group tab Method 1 Associating Multiple Groups to Service Groups 1. Select the Service Group 2. Click the Edit button 3. Select the Groups 4. Associate the Groups 5. When finished, click Figure Service Group Access Method 2 Associating Multiple Service Groups to Service Groups 1. Select the Group 2. Click the Edit button 3. Select one or more Service Groups 4. Associate the Service Groups akkadian Provisioning Manager Express 4.5 System Administration Guide 38

39 5. When finished, click Table Service Group Access If permissions to more than one service group are granted to a user, the default view will provide access to all Service Groups. If working with a single Service Group, the user can select the default Service Group from the menu showing in Figure Table Service Group View akkadian Provisioning Manager Express 4.5 System Administration Guide 39

40 7.10 Configuring Users in akkadian Provisioning Manager Express 4.5 The PMEAdmin account is a built-in system administrator account and has no ability to provision. At least one user account must be created with System rights to complete the initial Provisioning Manager Express 4.5 configuration. To add a User: 1. Select Users from the System menu 2. On the menu, click to create a new User 3. Populate the the required fields 4. For local authentication, the address is required 5. For LDAP authentication, set the User Type to LDAP and select the LDAP agreement 6. Add the Group Association to assign permissions. If no Groups are associated, the user will have no rights. 7. When finished, click 8. To add another User, click or proceed to the next section Table User Settings akkadian Provisioning Manager Express 4.5 System Administration Guide 40

41 7.11 Configuring Filter Templates in akkadian Provisioning Manager Express 4.5 Filter Templates are an optional security component used to restrict user s access to objects and field data within a Service Group. Scenario: Help desk personnel at Company X are divided into groups: support for the New York and Atlanta offices. The challenge is help desk personnel should only see devices and field data specific to their location, but they share CUCM and CUC clusters. Filter templates overcome this challenge by providing a mechanism to filter views of devices and field data at a Service Group level. To add a Filter Template: 1. Select Filter Templates from the System menu 2. On the menu, click to create a new Filter Template 3. Enter the Filter Template Name and select a Service Group 4. Configure filter options as described in Figure Table Filter Template Fields Field Name Description Name Filter Template Name Service Group Name Select the Service Group The items below will determined the filtered view and only selected items will be available when the filter is applied. Calling Search Space Select the CUCM Calling Search Space(s) to filter Route Partitions Device Profile Filter Department Select a CUCM Route Partition(s) to filter Applies to the Device Profile Description Field. Enter full or partial match. Applies to the End User Department Field. Enter full or partial match. Unity Connection Filters Filter Field Choose to filter by department or extension Filter Starts With Enter data to match Search Permission Check the box next to the search options you would like to be accessible in the global search window. akkadian Provisioning Manager Express 4.5 System Administration Guide 41

42 Figure Filter Template Example 5. When finished, click 6. To add another Filter Template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 42

43 7.12 DN Pool Management in akkadian Provisioning Manager Express 4.5 DN Pools help simplify the provisioning process by managing directory number assignment. DN pools are predefined number ranges between which Provisioning Manager Express can search for available DNs. To add a DN Pool: 1. Select DN Pool Management from the System menu 2. On the menu, click to create a new DN Pool 3. Select a Service Group 4. Configure filter options as described in Figure Table DN Pool Fields Field Name Service Group Name DN Profile Name DN Profile Description Route Partition Search Across Clusters (Checkbox) Search All Partition (Checkbox) Include Unassigned DNs (Checkbox) External Phone Number Mask AAR Destination Mask DN Prefix Description Select the Service Group DN Pool Template Name DN Pool Description Directory Number Pool Ranges Limited to 6 digits From To Select the Route Partition for the DN Range Enables DN management to search across multiple CUCM clusters when DNs are disturbed across multiple clusters. Check this box to search all CUCM partitions when performing a DN lookup. Check this box to include unassigned CUCM DNs in the DN lookup. Enter a phone number mask to be applied when allocating a DN from this pool Enter a AAR destination mask to be applied when allocating a DN from this pool Enter as many common digits as possible for the DN Range. Example DN range = to , the prefix should be Note - DN Prefix is included in search and provision Enter start and end of the DN Range. The range must be contiguous. Using the example above, the range would be From 00 to 99. akkadian Provisioning Manager Express 4.5 System Administration Guide 43

44 Figure DN Pool Example 5. When finished, click 6. To add another Filter Template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 44

45 7.13 Configuring Global Variables in akkadian Provisioning Manager Express 4.5 Global Variables enables data to be entered one-time during the provisioning process and populates all template fields containing the variable. For example, first and last name may be required multiples times when provisioning an end user with multiple devices, lines and voic . Global Variables can reduce this input to a single entry. To add a Global Variable: 1. Select Global Variables from the System menu 2. On the menu, click to create a new Global Variable 3. Select a Service Group 4. Configure filter options as described in Figure Table Global Variable Fields Field Name Global Variable Type Variable Name Tooltip Description Optional (Checkbox) Input Validation Appearance Index Use Custom Regular Expression Enable Lookup (Checkbox) CUCM Validation CUCM Field Assocation Enable Product Type Prefix Mapping (Checkbox) Description Select Default or List Enter the variable name Enter a tooltip to help users understand the variable Enter a description By default, Global Variables are required fields. Check Optional to make these optional fields. Enter a validation method. Example, if you only want users to enter a numeric value, choose numeric. Set the appearance index value. This will determine in which order the Global Variable will be displayed on the privisoining screen As an alternative to choosing a validation method, a custom regular expression can entered Converts the field from input to lookup during provision. This is required when CUCM is LDAP integrated and Global Variable is created for enduser ID. Specifies the target validation field in CUCM Choose the filed from which apme will automatically pull data. This only appies to LDAP integrated endusers. For edit jobs, this allows apme to automatically apply the appropriate product prefix. For example, if you were running a name change job, apme can automatically apply the proper Device Name prefix. Figure Global Variable Example akkadian Provisioning Manager Express 4.5 System Administration Guide 45

46 5. When finished, click 6. To add another Global Variable, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 46

47 Section Getting Started with Templates in akkadian Provisioning Manager Express 4.5 After completing the initial configuration in Section 6.0, it is time to start creating Provisioning Templates. This section will guide you through the process of creating templates in akkadian Provisioning Manager Express 4.5. This section covers settings specific to akkadian Provisioning Manager Express 4.5, not fields or functions related to Cisco Unified Communications Applications. As a prerequisite to creating templates, you should have an understanding of provisioning in Cisco Unified Communication applications or review the Cisco Unified Communications Manager Administration Guide and System Administration Guide for Cisco Unity Connection relevant to your application version. Templates provide the ability to add, edit and delete in Cisco Unified Communications Manager and Unity Connection. Once the templates are created, they can be combined into a job or Action template, turning the most complex provisioning process into a single step. Table Template Types Add Templates Speed Dial Voice Mail Profile User Line Phone Device Profile CTI Route Point Remote Destination Profile Remote Destination CUC Voice Mail Edit/Delete Templates User Line Phone Device Profile CTI Route Point Remote Destination Profile Remote Destination CUC Voice Mail akkadian Provisioning Manager Express 4.5 System Administration Guide 47

48 Section 8.1 Using Variables with Templates in akkadian Provisioning Manager Express 4.5 Section 7.13 discussed how Global Variables can simplify the provisioning process in akkadian Provisioning Manager Express 4.5. This section will further discuss the use of Variables in Templates. There are two types of Variables in Provisioning Manager Express 4.5: Global Variables User Defined Variables Both Variable types can be used within any template input field, but Global Variables are used to consolidate data entry across multiple templates. User Defined Variables are used to consolidate data entry for a single template and provisioning item. To use Global Variables in Templates: 1. Select any template input field 2. Type {{ to invoke the Global Variable drop-down list as demonstrated in figure Figure Invoke Global Variables 3. Select the Global Variable from the list as demonstrated in figure Figure Global Variable Example 4. Repeat Steps 2-3 to add additional Global Variables. Spaces or text can be entered before, between or after Global Variables. In this example, we want the Description field to be populated with a First and Last Name, so a space will be added as demonstrated in figure Figure Example of combining Global Variables 5. This process can be repeated for additional fields within the same or other Templates as demonstrated in figure akkadian Provisioning Manager Express 4.5 System Administration Guide 48

49 Figure Example of Global Variables in multiple fields 6. Each Global Variable will appear once during Provisioning as shown in Figure Figure Example of Global Variables during provisioning To use User Defined Variables in Templates: 1. Select any template input field 2. Input the User Defined Varible using the following format {variable name} as demonstrated in Figure Figure Invoke Global Variables 3. Repeat Step 2 to add additional User Defined Variables. Spaces or text can be entered before, between or after User Defined Variables. In this example, we want the Description field to be populated with First and Last Name, so a space will be added as demonstrated in Figure Figure Example of combining User Defined Variables 4. This process can be repeated for additional fields within the same or other Templates as demonstrated in Figure Figure Example of User Defined Variables in multiple fields akkadian Provisioning Manager Express 4.5 System Administration Guide 49

50 5. Each User Defined Variable will appear once per Template during Provisioning as shown in Figure Figure Example of User Defined Variables during provisioning akkadian Provisioning Manager Express 4.5 System Administration Guide 50

51 Section 8.2 Creating Add Templates in akkadian Provisioning Manager Express 4.5 Add templates are used to add new components in Cisco Unified Communications applications. This section will guide you through the process of creating Add Templates for all the template types shown in Figure Table Add Template Types Add Templates Speed Dial Voice Mail Profile User Line Phone Device Profile CTI Route Point Remote Destination Profile Remote Destination CUC Voice Mail Section Creating Add Speed Dial Templates in akkadian Provisioning Manager Express 4.5 Add Speed Dial Templates are used to provision speed dials in Cisco Unified Communications Manager. These templates will later be referenced by Device Templates and should be created first. To add a Speed Dial Template: 1. Select Speed Dial from the Templates menu 2. On the menu, click to create a new Speed Dial Template 3. If required, select a Service Group 4. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 5. Configure the remaining fields according your Cisco Unified Communications Manager requirements. Note Global or User Defined Variables may be used in any input field. 6. When finished, click 7. To add another template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 51

52 Figure Speed Dial Template Example Section Creating Add Voice Mail Profile Templates in akkadian Provisioning Manager Express 4.5 Add Voice Mail Profile Templates are used to provision Voice Mail Profiles in Cisco Unified Communications Manager. These templates are not used in most provisioning scenarios as the required Voice Mail Profiles typically are provisioned in Cisco Unified Communications Manager as part of the deployment. To add a Voice Mail Profile Template: Method 1 Manual Configuration 1. Select Voice Mail Profile from the Templates menu 2. On the menu, click to create a new Voice Mail Profile 3. If required, select a Service Group 4. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 5. Configure the remaining fields according the Cisco Unified Communications Manager requirements. Note Global or User Defined Variables may be used in any input field. 6. When finished, click 7. To add another template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 52

53 Figure Voice Mail Profile Template Manual Configuration Example Method 2 Configuration Import 1. Select Voice Mail Profile from the Templates menu 2. On the menu, click to create a new Voice Mail Profile 3. If required, select a Service Group 4. Select the Import Data option 5. Select the Voice Mail Profile to import from the Voice Mail Import drop-down menu and the remaining fields will be updated from Cisco Communications Manager 6. Update the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 7. Modify the remaining fields according the Cisco Unified Communications Manager requirements. 8. When finished, click 9. To add another template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 53

54 Figure Voice Mail Profile Template Import Configuration Example Section Creating Add User Templates in akkadian Provisioning Manager Express 4.5 Add User Templates are used to provision End Users in Cisco Unified Communications Manager. Templates can be created to support both Local and LDAP integrated users in Cisco Unified Communications Manager. To add an End User Template: Method 1 Manual Configuration 1. Select User from the Templates menu 2. On the menu, click to create a new User Template 3. If required, select a Service Group 4. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system 5. Select the User Type from the drop-down menu 6. Configure the remaining fields according to your Cisco Unified Communications Manager requirements. Global or User Defined Variables may be used in any input field 7. When finished, click 8. To add another template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 54

55 Method 2 Import Configuration 1. Select User from the Templates menu 2. On the menu, click to create a new User Template 3. If required, select a Service Group 4. Select the Import Data option 5. Select the End User to import from the User Type drop-down menu and the remaining fields will be updated from Cisco Communications Manager. 6. Update the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 7. Select the User Type from the drop-down menu 8. Update the remaining fields according to your Cisco Unified Communications Manager requirements. Note Global or User Defined Variables may be used in any input field. 9. When finished, click 10. To add another template, click or proceed to the next section Section Creating Add Line Templates in akkadian Provisioning Manager Express 4.5 Add Line Templates are used to provision Lines in Cisco Unified Communications Manager. To add a Line Template: Method 1 Manual Configuration 1. Select Line from the Templates menu 2. On the menu, click to create a new Line Template 3. If required, select a Service Group 4. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 5. Configure the remaining fields according to your Cisco Unified Communications Manager requirements. Global or User Defined Variables may be used in any input field. 6. Optional Navigate to the bottom of the page and select DN Pool(s) as shown in Figure By default, a list of available DNs will be presented during provisioning. Select Auto Assign to have the next available DN automatically selected. Figure DN Pool Association akkadian Provisioning Manager Express 4.5 System Administration Guide 55

56 7. When finished, click 8. To add another template, click or proceed to the next section Method 2 Import Configuration 1. Select Line from the Templates menu 2. On the menu, click to create a new Line Template 3. If required, select a Service Group 4. Select the Import Data option 5. Select the End User to import from the Line for Import drop-down menu and the remaining fields will be updated from Cisco Communications Manager. Enter data in the import field to narrow the search 6. Update the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 7. Update the remaining fields according to your Cisco Unified Communications Manager requirements. Note Global or User Defined Variables may be used in any input field. 8. Optional Navigate to the bottom of the page and select DN Pool(s) as shown in Figure By default, a list of available DNs will be presented during provisioning. Select Auto Assign to have the next available DN automatically selected. Figure DN Pool Association 9. When finished, click 10. To add another template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 56

57 Section Creating Add Device Templates in akkadian Provisioning Manager Express 4.5 Add Device Templates are used to provision devices in Cisco Unified Communications Manager. akkadian Provisioning Manager Express 4.5 supports five types of Device Templates: 1. Phones 2. Device Profiles 3. CTI Route Points 4. Remote Destination Profiles 5. Remote Destinations Follow the steps below for each required device type: To add a Device Template: Method 1 Manual Configuration 1. Select Device from the Templates menu 2. Select the appropriate Device type tab Figure Device Template Types 3. On the menu, click to create a new Template 4. If required, select a Service Group 5. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system 6. Configure the remaining fields according to your Cisco Unified Communications Manager requirements Global or User Defined Variables may be used in any input field 7. When finished, click 8. To add another template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 57

58 Method 2 Import Configuration 1. Select Device from the Templates menu 2. Select the appropriate Device type tab Figure Device Template Types 3. On the menu, click to create a new Template 4. If required, select a Service Group 5. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 6. Configure the remaining fields according to your Cisco Unified Communications Manager requirements. Global or User Defined Variables may be used in any input field. 7. When finished, click 8. To add another template, click or proceed to the next section Section Creating Add CUC Voice Mail Templates in akkadian Provisioning Manager Express 4.5 Add CUC Voice Mail Templates are used to provision Users in Cisco Unity Connection. Templates support both Local and LDAP integrated users in Cisco Unity Connection. To add a CUC Voic Template: Method 1 Manual Configuration 1. Select CUC Voice Mail from the Templates menu 2. On the menu, click to create a new Template 3. If required, select a Service Group 4. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system 5. Select the User Type from the drop-down menu 6. Configure the remaining fields according to your Cisco Unity Connection requirements Global or User Defined Variables may be used in any input field. akkadian Provisioning Manager Express 4.5 System Administration Guide 58

59 7. When finished, click 8. To add another template, click or proceed to the next section Section Creating Site Templates in akkadian Provisioning Manager Express 4.5 Site Templates are optional tempaltes and are referred to as overlap templates. They are used to apply common site based settings such as Device Pool or CSS to Desk Phone, Soft Phone and Remote Destination devices. These template allow you to create more genric Device Tempaltes and apply a selected Site Template at provision time. To add a Site Template: 1. Select Site Templates from the Templates menu 2. On the menu, click to create a new Template 3. If required, select a Service Group 4. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system 5. Configure the remaining fields according to your system requirements When Site Templates are applied to a provsioing job, they will overwrite the settings supplied in the Device Template. akkadian Provisioning Manager Express 4.5 System Administration Guide 59

60 Section 8.3 Creating Editing Templates in akkadian Provisioning Manager Express 4.5 Edit templates are used to update or delete existing data in Cisco Unified Communications applications. There are three types of Edit Templates: Table Editing Template Types Template Type Description Edit Used to edit existing items Delete Used to delete existing items Edit / Delete Used to edit and or delete existing items Editing Templates also support the use of User Defined and Global Variables as described in Section 8.1. This sections will guide you through the process of creating Edit Templates for each template type in Table Table Editing Templates Edit/Delete Templates User Line Phone Device Profile CTI Route Point Remote Destination Profile Remote Destination CUC Voice Mail Edit Templates contain three field types, input, drop-downs and checkbox list as described in Figure Each field also has the option to Display at Provision, which makes the field available to be configured at the time of provisioning. If Global or User Defined Variables are used, the Display at Provision option will be not be available as Variables are automatically displayed during provisioning. Table Editing Field Types Field Type Field Options Action Input Drop-down List Checkbox Drop-down List Use Existing Settings Global Variable User Defined Variable Static input Use Existing Settings Select Option Use Existing Settings Select Check or Unchecked No changes applied Global Variable will be displayed at provision User Defined Variable will be displayed at provision Static input will be applied during provision No change Selected option will be applied during provision No change Will apply checked or unchecked option during provision akkadian Provisioning Manager Express 4.5 System Administration Guide 60

61 Figure Edit Templates Input Field Examples Figure Edit Templates Drop-down List Field Examples Figure Edit Templates Checkbox Drop-down List Field Examples To add an Edit Template: 1. Select Editing Templates from the Templates menu 2. On the menu, click to create a new Template 3. If required, select a Service Group 4. Configure the Template Name. This field is only applicable to Provisioning Manager Express and will be used to reference this template throughout the system. 5. Select the Template Type from the drop-down menu 6. Select the Editing Item Type. If Delete is selected proceed to Step 8 7. Update the fields to be editted 8. When finished, click 9. To add another template, click or proceed to the next section akkadian Provisioning Manager Express 4.5 System Administration Guide 61

62 Section 9.0 Getting Started with Action Templates in akkadian Provisioning Manager Express 4.5 Action Templates are used to combine one or more templates together to create a single provisioning job. Actions Templates are created in akkadian Provisioning Manager Express 4.5 using a simple yet flexible drag-and-drop interface. The interface can be used to create hundreds of provisioning jobs, but two major guidelines must be followed: 1. Actions Templates are limited to three levels: PARENT FIRST LEVEL CHILD SECOND LEVEL CHILD 2. Levels are limited by the Action Template Matrix as show in Figure Figure Action Template Matrix Example If a Phone Template was selected as the Parent, the First Level Child options would be Line & User Template. If Line Template was chosen as the First Level Child, the Second Level Child options would be Phone, Device Profile, CTI Route Point, RDP, RD, & User. akkadian Provisioning Manager Express 4.5 System Administration Guide 62

63 To add an Action Template: 1. Select Actions from the Templates menu 2. On the menu, click to create a new Template 3. Enter the template Name 4. If required, select a Service Group 5. Select the Parent Template Type from the Template Menu shown in Figure Figure Template Type Menu The Template List will populate with templates matching the selected Template Type 6. Select the Template from the Template List. Search can be used to narrow the results. Figure Template List 7. Drag the selected template left into the job builder pane as demonstrated in Figure Figure Template List 8. Based on the selected Parent Template, the Job Builder Set Placeholders window will open. 9. Choose one or more options as the First Level Children as demonstrated in Figure akkadian Provisioning Manager Express 4.5 System Administration Guide 63

64 Figure Job Builder Set Placeholders 10. Click Continue and the Placeholders will appear in the Job Builder window as demonstrated in Figure Figure Job Builder Placeholders for First Level 11. From the Templates Menu, select the Template type matching the placeholder, then select the Template from the list and drag it over to the appropriate Placeholder as demonstrated in Figure Figure Job Builder Placeholders The system will only allow the appropriate Template type to be dropped onto the appropriate Placeholder 12. Based on the selected First Level Child Template, the Job Builder Set Placeholders window will open. akkadian Provisioning Manager Express 4.5 System Administration Guide 64

65 13. Choose the one or more options as the Second Level Children as demonstrated in Figure Figure Job Builder Set Placeholders 14. Click Continue and the Placeholders will appear in the Job Builder window as demonstrated in Figure Figure Job Builder Placeholders for Second Level 15. Repeat Step 11, populating the Placeholders with the approporiate Templates until all Placeholders are fully populated as demonstrated in Figure akkadian Provisioning Manager Express 4.5 System Administration Guide 65

66 Figure Populated Action Template 16. Add Template access by selecting the appropriate groups Figure Template Access 17. When finished, click 18. Repeat Steps 1 17 to add additional Action Templates akkadian Provisioning Manager Express 4.5 System Administration Guide 66

67 Section 10.0 Getting Started with Provisioning in akkadian Provisioning Manager Express 4.5 After building Action Templates as described in Section 9.0, Provisioning Manager Express 4.5 is ready to provision. To Provision: 1. Select Provision from the Actions menu 2. If required, select a Service Group 3. Select the desired Template from the Action Templates List. Search to narrow the list as demonstrated in Figure Figure Action Template List 4. Drag the Action Template into the Provisioning pane as demonstrated in Figure Figure Drag & Drop Action Template to Provisioning Pane 5. The Action Template will expand in the Provisioning Pane 6. If desired, drag additional Actions Templates to the Provisioning Pane and they will be added to the Queue 7. Complete the Action Template(s) as demonstrated in Figure akkadian Provisioning Manager Express 4.5 System Administration Guide 67

68 Figure Populated Action Template Example 8. Click to begin provision and the system will process all jobs in the Queue 9. When the job has completed, the status will be displayed in the Provisioning Queue as demonstrated in figure Figure Provisioning Queue 10. When provisioning is complete, click Clear at the bottom of the Queue akkadian Provisioning Manager Express 4.5 System Administration Guide 68

69 Section 10.1 Bulk Provisioning in akkadian Provisioning Manager Express 4.5 Bulk provision provides the ability to provision a large number of devices. Bulk provision only supports Add Templates and will not display any Action Template containing Edit or Delete functions. To Bulk Provision: 1. Select Bulk Provision from the Actions menu 2. If required, select a Service Group 3. Select the desired Template from the Action Templates List. Search to narrow the list as demonstrated in Figure Figure Action Template List 4. Drag the selected template to the Bulk Provisioning Action pane as demonstrated in Figure Figure Action Template List 5. Click Download to download and save the CSV Template to your computer 6. Fill out the CSV Template and save the changes, but do not modify the CSV Headers or Metadata 7. Click Browse and select the CSV from your local computer and click Upload to place the file in the Queue 8. With the file in the Queue, click Schedule to have the provision processed at a later time & date or Perform to immediately process the provision akkadian Provisioning Manager Express 4.5 System Administration Guide 69

70 Section Scheduling in akkadian Provisioning Manager Express 4.5 Scheduling provides the ability to view, edit, add and delete scheduled provisioning actions directly from the scheduling window. To use scheduling: 1. Select Schedule from the Actions menu 2. On the menu, click to schedule a new bulk provision 3. Select the bulk provision CSV file from your local computer 4. Set the Date and Time to perform the provision 5. Click Add to create the job in the Queue The schedule for any job can be editted by clicking on the File Name or the job can be deleted by checking the box next to the scheduled job you wish to delete and clicking the Delete button. akkadian Provisioning Manager Express 4.5 System Administration Guide 70

71 Section 11.0 Configuring FTP in akkadian Provisioning Manager Express 4.5 The FTP menu provides the ability to create multiple FTP locations in Provisioning Manger Express 4.5. Currently the configuration of at least one FTP location is required for Scheduled Backups. To create a FTP location: 1. Select FTP from the System menu 2. On the menu, click to create an FTP location 3. Configure fields as described in Table Table FTP Authentication Field Name Name Hostname Username Password Path Secure FTP Description Enter the FTP location Name Enter the hostname or IP address of the FTP server Enter the username Enter a validation method. Example, if you only want users to enter a numeric value, choose numeric. As an alternative to choosing a validation method, a custom regular expression can entered By default, Global Variables are required fields. Check Optional to make these optional fields. akkadian Provisioning Manager Express 4.5 System Administration Guide 71

72 Section Backup and Restore in akkadian Provisioning Manager Express 4.5 Backup and Restore provides the ability to: Manually backup Provisioning Manager Express 4.5 Schedule automatic Provisioning Manager Express 4.5 backups Restore Provisioning Manager Express 4.5 To Perform a Manual Backup: 1. Log in as PMEAdmin or Administrator 2. Select Backup and Restore from the System menu 3. Click Backup and save the file to the desired location To Perform a Manual Backup: 1. Log in as PMEAdmin or Administrator 2. Select Backup and Restore from the System menu 3. Select the Schedule Backup tab 4. On the menu, click to create a new backup schedule 5. Configure fields as described in Table Table Add New Schedule Field Name Location Frequency Starting Date Time Notification Description Select FTP location. FTP location must be configured prior as documented in Section 11. Select Daily, Weekly or Monthly Select the starting date Select the time of day the backup should run Enter notification to receive To Perform a System Restore: 1. Log in as PMEAdmin 2. Select Backup and Restore from the System menu 3. Click Browse and select the the backup file 4. Click Restore to process the system restore akkadian Provisioning Manager Express 4.5 System Administration Guide 72

73 Section System Update in akkadian Provisioning Manager Express 4.5 System Update provides the ability for Provisioning Manager Express 4.5 to be updated through the Web interface. To Perform a System Update: 1. Log in as PMEAdmin 2. Select System Update from the System menu 3. If an update is available, click the Update Available! link to download the file 4. After downloading the update click Choose File and select the file from the download location 5. Select Run Update, once the update is complete, select OK Notes on Running an Update: Occasionally, an update will be released as an executable rather than a zip file. In these cases special instructions may apply. Please be sure to read any associated instructions as part of that update. Previous updates can be obtained using the same link and browsing to "archives". It is always recommended to perform a backup prior to running any updates. If your server does not have access to the internet, you can also access the latest updates using the following link: akkadian Provisioning Manager Express 4.5 System Administration Guide 73

74 Section 14.0 Reporting in akkadian Provisioning Manager Express 4.5 Reporting provides the ability to view a record of all provisioning transactions that have occurred within the application. This allows system administrators to determine when various actions took place and who performed them. To View Reporting: 1. Log in as a user with System access 2. Select Reporting from the System menu 3. Use the search options to locate a specific reporting item. Global Search will search all data, including the Action details. 4. Click on the Status link to view Action details akkadian Provisioning Manager Express 4.5 System Administration Guide 74

75 Section 15.0 Updating the PMEAdmin Password in akkadian Provisioning Manager Express 4.5 To update the PMEAdmin Password: 1. Log in as PMEAdmin 2. Click on Hi Default to access the PMEAdmin profile as demonstrated in Figure Figure Accessing PMEAdmin profile 3. On the PMEAdmin profile page, update the PMEAdmin Address with a valid address in the event a password recovery is required. 4. Enter the current PMEAdmin password (Default is PMEAdmin) and then enter and confirm a new password as demonstrated in Figure Figure Updating PMEAdmin profile The password strength indicator will show red for weak, yellow for medium and green for strong password. akkadian Provisioning Manager Express 4.5 System Administration Guide 75

76 Section 16.0 Getting Started with the REST API in Provisioning Manager akkadian Provisioning Manager Express 4.5 Akkadian Labs Provisioning Manager Express 4.5 configuration APIs offer REST APIs for configuration of apme. Each object supports four methods (except where documented otherwise) that can be invoked on the URL that is associated with the object. The structure of the URL is: URL Structure <apme-server> <object> <instanceid> Description Routable address (name or IP address) of the apme server. One of the supported objects. Optional components needed for GET, DELETE, PUT methods referring to a specific instance of the object. Supported Operations Operation HTTP Method URL Description Input Output LIST GET pme/index.php/api/<object>?apikey=<api- Key> GET GET pme/index.php/api/<object><instanceid>? apikey=<api-key> PROVISION POST pme/index.php/api/<object>?apikey=<api- Key> DELETE DELETE pme/index.php/api/<object><instanceid>? apikey=<api-key> List all the instance of this object None List of objects Get details of the None Single instance specified object by instance ID. instance Execute a Provisioning Result provisioning action. data Success / Failure Execute a delete Deletion Result action. data Success / Failure To Generate a User API Key: API keys are automatically generated for users who are member of the built-in Administrators group. Users who are not members of the Administrators group cannot access the API. 1. Log in as PMEAdmin or a member of the Administrators group. 2. Select Users from the System menu 3. Select the desired user from the list 4. Scroll down to the API section to locate the API Key akkadian Provisioning Manager Express 4.5 System Administration Guide 76

77 API Operations: Get servicegroups Retrieves a list of the apme Service Groups with their Name and ID. akkadian Provisioning Manager Express 4.5 System Administration Guide 77

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