UCM Admin Portal Help

Mass Provisioning User Templates

User Templates menu

To create or edit a user template

  1. In the TEMPLATES list, select an existing user template to edit or click Add New button to create a new user template.
  2. Enter a name in the TEMPLATE NAME field. The new name appears dynamically in the TEMPLATES table as you type. The DATE created and LAST MODIFIED DATE AND TIME appear automatically.
  3. User templates include three tabs: ACCOUNT INFORMATION, WORK SCHEDULE, and CALL ROUTING. On each tab, for each parameter you want configured, select the red check box, then enter the desired setting. Any parameter that is not enabled will not be mass provisioned; the existing device setting will not be changed.
  4. You can also add devices to a user template. Select a device type/template combination below the DEVICES table, and then click Add button. If no device of that type exists on the user extension, a new device will be added using the device template configuration. If the user extension already has that device type, no device updates are made.
  5. After all mass provisioning parameters have been configured, click Save Template button.

Note – on the ACCOUNT INFORMATION tab, DID NUMBER, EXTENSION, and FAX DID parameters are used to make extension and Inbound DID number mapping assignments for new user extensions. These parameters should not be used to mass provision existing user extensions. To update device configurations on existing user extensions, mass provision from a device template, rather than use a user template that includes a device template.

To delete a user template

  1. Hover the cursor over a user template in the TEMPLATES list; a bold X will appear to the right of the template name.
  2. Click the X.
  3. Click Yes button in the confirmation dialog box to delete the template or click No button to cancel.
See also