Prime Configuration

PART 1 : Setting up Prime for Deployment

• STEP 1 : Edit Rules (Business Policies)

• STEP 2 : Add Infrastructure Devices

• STEP 3 : Create Domains

• STEP 4 : Add/Edit User Roles

• STEP 5 : Infrastructure/User/LDAP/Domain Synchronization

• STEP 6: Create Service Areas

• STEP 7: Create Service Templates

• STEP 8: Assign Provisioning Privileges

• STEP 9 : Start taking orders for provisioning services

STEP 1: Edit Rules (Business Policies)

What are the “Business Rules”

Business/IT policies that applies to UC Environment

Some Example Policies :

Default Call Manager Password Default Call Manager PIN Change Password on next login Authorization Required for Add Order

• Provides a default template that applies to all domains

STEP 2: Add Infrastructure Devices

Add CUCM, CUC, IM & P and LDAP to Prime

• Add Infrastructure to Prime

– Communications Manager

– Unity Connection

– IM & Presence

STEP 3 : Create Domains

Add southernxcare domain to Prime

1. Go to Design > User Provisioning Setup2. Click Add to add a new domain3. Add the Call Processor to the Domain4. Add the message processor to the domain5. Pick the AD server to be associated with this domain

STEP 4 : Add/Edit User Roles

Eg: What phones and services the existing group can have.

There are three predefined User Roles – Employee, Executive and Pseudo.

User roles control which products and services a user can be ordered.

The default user roles are:

- Employee—Default role assigned to new users. The Employee user role should be

configured to match the typical setup of employees in your organization. If you do not

configure the employee user role to meet your needs, you may not see all the desired options

in the employee user record.

- Executive- Pseudo—Used to order phones that do not have an associated user. Pseudo users cannot

be renamed or removed. This is useful if UCM is LDAP integrated and if you want a push

new phone to UCM without creating a new user in UCM. In the typical provisioning order, the

user and the phone are provisioned on UCM and this is a way to bypass that process for

Lobby phones, Break room phones etc.

STEP 5 : Infrastructure/User/LDAP/Domain Synchronization

To perform Infra/User/LDAP/Domain sync on the UC applications and to bring in the user, user services, dial plan, route plan information from the UC applications into Prime Collaboration Provisioning.

Infrastructure Synchronization:

It’s bringing in the Infrastructure objects (dial plan objects, route plan objects etc.) from UCM to Prime Database, from Unity Connection to Prime Database and from IM&P server to Prime Database. These infrastructure elements brought into Prime will help us create Service Areas.

User Synchronization

Pick UCM from Design > Infrastructure Devices> and click on start User Synchronization.

This brings in the user’s services from UCM to Prime’s Database.

Run User Sync for Unity Connection as well to bring in all the user service details into Prime’s database.

Run the LDAP synchronization to bring in the users from LDAP into the domains.

Design > User Provisioning setup < Open the quickview on the Domain > Start LDAP Synchronization.

Domain Synchronization will associate the users in the domains with the services pulled from all the UC applications. This sync will now associate the device that was allocated to the user.

You can find the Phone being pulled into Prime’s Database by looking at the Deploy > Inventory Browser > Global Resources > VoiceTerminal.

You can also find the users brought into Prime in the same tree under VOIPInfo. This inventory browser represents what is brought into Prime from the UC applications.

STEP 6: Create Service Areas

Domain : Grouping of Users,

Service Area: Physical Location

Physical Location Specific Details for User Provisioning:

• Device Pool

• Phone Number (DID)

Directory number block:

Numbers within a directory number block are relative to the Cisco Unified Communications Manager on which they are being created. Therefore, the prefix portion of a directory number block may or may not map to a Numbering Plan Area/Network Numbering Exchange (NPA/NXX). Routing via various gateways will ultimately determine how the directory numbers on a specific Cisco Unified Communications Manager are interpreted during a call setup.

For example, if prefix = 408, first number = 0, last number = 9999, and minimum length = 4, then the range of the directory number block would be 4080000 through 4089999 (block size would be

10000). Provisioning handles directory numbers the same way as Cisco Unified Communications Manager handles them.

If a subscriber tries to order a service from a Service Area that does not have a directory number block, the order is paused in the workflow until that directory number block has been added. You can also set up individual directory numbers using the Directory Number Inventory component.

STEP 7: Create Service Templates

Pre-populating configuration parameters Device Description Protocol Speed Dial Settings

Eg: new template for Endpoint and Line

To create 2 service templates: one for endpoint and one for line.

1. Go to Design > User Provisioning Setup > Open up the Domain tree to the left > Service Templates

2. Click Add to create a new Service Template

3. Call it “LineTemplate”

4. Pick the Call Processor UCM and pick the type of template as Line under Service.

Pick the Service Area to assign the template to and set pick theUser Role as Employee.

Provisioning attributes:

Endpoint template same.

STEP 8: Assign Provisioning Privileges

Deploy > User Provisioning > Click on the username > Manage Authorization Roles

The Advanced Ordering and Advanced Assigned needs to be checked.

Provisioning Workflow:

Deploy > User provisioning > click on the username > New Service

Select the service area

Pick Endpoint Service in the next screen

Pick a Cisco phone.

Assign the MAC Address

Pick the ServiceTemplate = EndpointTemplate.

The protocol gets automatically set.

In the next screen, click on Not Assigned.

Now select Chosen Line and apply the ServiceTemplate=LineTemplate and the Directory Number

Hit Continue to see the Order Summary Screen. Verify everything in the summary screen and hit Confirm.

Click on OK button.

Click on the order number in the provisioning history to open up the order details