UC Business & UC Team Administrator Guide Revision 1.0 GCI Ltd Global House 2 Crofton Close Lincoln Lincolnshire LN3 4NT www.gcicom.net Copyright GCI 2013 UC Business & UC Team Administrator Guide 1 of 35
Copyright Notice Copyright GCI 2013 All rights reserved. Any technical documentation that is made available by GCI Limited, is proprietary and confidential and is considered the property of GCI. This publication is distributed under the GCI Non-Disclosure Agreement only. No part of this publication may be duplicated or shared with any other 3 rd party, without the express written permission of GCI. It is explicitly for the use of contracted partners only. GCI reserves the right to make changes without prior notice. Copyright GCI 2013 UC Business & UC Team Administrator Guide 2 of 35
Document Revision History Version Reason for Change Date Author 1.0 Document created 26/06/2013 GCI Product Line Copyright GCI 2013 UC Business & UC Team Administrator Guide 3 of 35
Contents DOCUMENT REVISION HISTORY... 3 1 INTRODUCTION... 5 1.1 Overview... 5 1.2 Audience... 5 1.3 UC Business versus UC Team... 5 2 FEATURE DESCRIPTION... 5 2.1 Availability... 6 3 PROVISIONING... 7 3.1 UC Business... 7 3.2 My Room Bridge... 9 3.3 UC Team... 10 4 UC FEATURES... 12 4.1 UC Office for Desktop... 12 4.1.1 Download... 13 4.1.2 Windows Edition Installation... 14 4.1.3 Mac Edition Installation... 17 4.1.4 Startup and Login... 18 4.1.5 Username and Password Management... 19 4.1.5 My Room Integration Configuration... 19 4.2 IM & Presence... 21 4.3 UC Office for Smart Phone... 23 4.1.1 Download and Installation... 25 4.1.2 Startup and Login... 25 4.1.3 Username and Password Management... 26 4.4 My Room Audio Conferencing 8... 27 4.5 My Room Web Collaboration UC... 29 4.6 Shared Call Appearance 5... 32 Copyright GCI 2013 UC Business & UC Team Administrator Guide 4 of 35
1 Introduction 1.1 Overview This document details how to provision and deploy the UC Business and UC Team Add-On Packages and the features that these contain for End Users. UC Business and UC Team expand GCI s Unified Communications solutions for our Partners and their Customers. 1.2 Audience This document is intended for those who are responsible for the provisioning and deployment of end customer solutions using the Service Delivery Platform portals and those who design and implement communications solutions. It is highly recommended that you are very familiar with GCI Voice and Provisioning services, Telephony and IP Networking. 1.3 UC Business versus UC Team This guide describes administrator tasks for deploying both UC Business and UC Team. Both UC Business and UC Team are chargeable User Feature Package Add-Ons. The difference between them is that UC Team contains additional features and applications designed for enhanced collaboration and mobility. To summarize the differences, UC Business includes: IM and Presence UC Office for Desktop Shared Call Appearance 5 UC Teams includes the above and also: My Room Conferencing 8 My Room Collaboration UC UC Office for Smart Phone It is assumed that you, the administrator, will be exploring deployment strategies using UC Business or UC Team. 2 Feature Description UC is a new set of Unified Communications services and features that provide: Copyright GCI 2013 UC Business & UC Team Administrator Guide 5 of 35
Voice and Video Calling Instant Messaging and Presence (IM & Presence) Personal Audio Conferencing Personal Web Collaboration and Desktop Sharing UC Office client applications for Desktop and Smart Phone The above features are all tightly integrated with the GCI platform, its core Hosted PBX, SIP Trunking, Applications and Mobility services etc. GCI s UC features expand the portfolio of services available to new and existing deployments. These are easily provisioned and deployed for end customers giving them a full suite of cloud based unified communications services. Two User Feature Package Add-Ons are available, namely UC Business and UC Team. These include all or a subset of the above features and can be applied to Hosted PBX and/or SIP Trunking Users. Each new UC package and its component features are described separately below. 2.1 Availability UC Business and UC Team are chargeable User Feature Package Add-Ons that are available to add to Service Offerings for the following User Feature Packages: PremiumUser SIPTrunkMobilityUser The features included in the Add-On are as follows (these are applied in addition to the features in the User s package and any other Add-Ons that are applied): UC Business: UC Office for Desktop application (Windows and Mac) IM and Presence Shared Call Appearance 5 UC Team also includes: UC Office for Smart Phone application (Android and iphone) My Room Audio Conferencing 8 My Room Web Collaboration UC If you would like UC Business and/or UC Team added to your Service Offering(s) please request so via GCI Partner Management. You will then be able to provision the Add-On(s) for all existing and new Customers. Copyright GCI 2013 UC Business & UC Team Administrator Guide 6 of 35
3 Provisioning The provisioning process for UC services has been highly simplified and integrated with the Service Delivery Platform. For example, all Shared Call Appearances (additional devices) for UC Office Desktop and/or Smart Phone are automatically configured, the User s Instant Messaging and Presence service is automatically provisioned and Users with the UC Team Add-On are automatically created a My Room for personal Audio Conferencing and Web Collaboration/Desktop Sharing features. For UC Business you simply assign the Add-On using either the Service Provisioning Application or Business Portal to new or existing users. You can provision UC Office for Desktop as the User s primary device or if the User has or wishes to have another device (e.g. a physical desk phone) as their primary device then a UC Office for Desktop Shared Call Appearance is automatically created. For UC Team you provision a My Room Bridge which facilitates access to the Audio Conferencing services and then simply assign the Add-On using either the Service Provisioning Application or Business Portal to new or existing users. You can provision UC Office for Desktop or UC Office for Smart Phone as the User s primary device or if the User has or wishes to have another device (e.g. a physical desk phone) as their primary device then all missing UC Office for Desktop and/or Smart Phone Shared Call Appearances are automatically created. A UC Business Add-On allows a User to install and use UC Office on any number of machines running Windows or Mac PC Operating Systems. It is highly recommended that Users sign out of the previous location before signing in from another machine. A UC Team Add-On allows a User to install and use UC Office on any number of machines running Windows or Mac PC Operating Systems and any number of Android Smart Phones or iphones. It is highly recommended that Users sign out of the previous location before signing in from another device, though a User can use both the Desktop and Smart Phone applications at the same time. Examples showing how to assign the Add-Ons using the Business Portal and provision a My Room Bridge for UC Team Users are shown below: 3.1 UC Business Provision a new User or select an existing User using the Business Portal as normal, then simply assign the UC Business Add-On. The example provided shows the provisioning steps in the Business Portal that are specific to UC Business. In this example the UC Business Add-On is applied to an existing Hosted PBX User with a Premium Feature Package and a Polycom IP Phone as their primary device. Copyright GCI 2013 UC Business & UC Team Administrator Guide 7 of 35
Under Service >> Employees (select an existing User) >> Service Settings 1. Tick the check box to assign the chargeable UC Business Add-On. 2. Click Apply In this case the existing User s primary device is a Polycom IP Phone and therefore the UC Office for Desktop Shared Call Appearance is automatically provisioned, so that the User can continue to use the Polycom IP Phone and now UC Office for Desktop without the need for any additional provisioning steps. We can of course provision UC Office for Desktop as a User s primary device. In this case there is no need for a UC Office Desktop Shared Call Appearance to be automatically created. Copyright GCI 2013 UC Business & UC Team Administrator Guide 8 of 35
The User now has the UC Business Add-On applied and has the following features in addition to their Feature Package and any other Add-Ons: UC Office for Desktop application (Windows and Mac) IM and Presence Shared Call Appearance 5 The Instant Messaging and Presence feature is automatically configured, so the User can access IM & Presence within UC Office for Desktop without any extra configuration. The User can now download, install and sign in to the Windows or Mac Edition of UC Office Desktop using their normal Application Username and Password. They can then use the applications for Voice & Video Calling, Call Control, Instant Messaging & Presence, Feature Management, Contact Management and more. Please see the UC Features section 4 below for further details. 3.2 My Room Bridge The UC Team Add-On includes the My Room Conferencing 8 feature, which provides each User with a feature rich, personal Audio Conferencing service for up to 8 participants. In order for Users with the UC Team Add-On to access the Audio Conferencing service via a Conference Bridge, a My Room Bridge needs to be configured at the Site level: Under Service >> Sites (select an existing Site) >> Feature Settings 1. Click the My Room Bridge feature in the list: Copyright GCI 2013 UC Business & UC Team Administrator Guide 9 of 35
2. Enter a Name, CLI First and Last Name, select a Telephone Number to apply and enter an Extension Number for the My Room Bridge: 3. Click Apply The My Room Bridge has now been created under the Site. This will be the Audio Conferencing Bridge for all Users that have the UC Team Add-On, which includes the My Room Conferencing 8 feature. Users and external parties can dial into the My Room Bridge from any phone, on any network to participate in an Audio Conference. The My Room Conferencing 8 feature is highly integrated with the GCI Platform as a Personal Audio Conferencing solution. In particular My Room Conferencing is tightly integrated with the UC Office for Desktop application, the Business Portal and Web Collaboration. Please see the UC Features section 4 below for further details. 3.3 UC Team Provision a new User or select an existing User using the SPA or Business Portal as normal, then simply assign the UC Team Add-On. The example provided shows the provisioning steps in the Business Portal that are specific to UC Team. In this example the UC Team Add-On is applied to an existing Hosted PBX User with a Premium Feature Package and a Polycom IP Phone as their primary device. For a more detailed, general explanation of provisioning procedures please refer to the provisioning documentation that can be found on the Support Centre, specifically, Users in the SPA and BP Administrator Guide. Copyright GCI 2013 UC Business & UC Team Administrator Guide 10 of 35
Under Service >> Employees (select an existing User) >> Service Settings 1. Tick the check box to assign the chargeable UC Team Add-On. 2. Click Apply In this case the existing User s primary device is a Polycom IP Phone and therefore the UC Office for Desktop and Smart Phone Shared Call Appearances are automatically provisioned, so that the User can continue to use the Polycom IP Phone and now UC Office for Desktop and Smart Phone, without the need for any additional provisioning steps. We can of course provision UC Office for Desktop or Smart Phone as a User s primary device. In this case any missing UC Office Desktop or Smart Phone Shared Call Appearances are automatically created. Copyright GCI 2013 UC Business & UC Team Administrator Guide 11 of 35
The User now has the UC Team Add-On applied and has the following features in addition to their Feature Package and any other Add-Ons: UC Office for Desktop application (Windows and Mac) UC Office for Smart Phone application (Android and iphone) IM and Presence My Room Audio Conferencing 8 My Room Web Collaboration UC Shared Call Appearance 5 The Instant Messaging and Presence feature is automatically configured, so the User can access IM & Presence within UC Office for Desktop and UC Office for Smart Phone without any extra configuration. The My Room Audio Conferencing and Web Collaboration features are automatically configured including the Conference PINs for the moderator (the UC Team User) and the participants. The User can now view and manage these features in the Business Portal under the My Room page accessed from their Feature Settings. The User can now download, install and sign in to the Windows or Mac Edition of UC Office Desktop and the Android or iphone Edition using their normal Application Username and Password. They can then use the applications for Voice & Video Calling, Call Control, Instant Messaging & Presence, Feature Management, Contact Management and more. UC Team Users can also use the My Room Audio Conferencing and Web Collaboration features. Please see the UC Features section 4 below for further details. 4 UC Features This section describes the features that are available when the UC Business or UC Team Add- On is applied to Hosted PBX or SIP Trunking Users in addition to the features contained in the Feature Package and any additional Add-Ons. 4.1 UC Office for Desktop UC Office for Desktop is an application for Windows and Mac that can be used as a fully functional Unified Communications tool, complementing or replacing hard phones and soft phones. UC Office for Desktop includes the following features when used as part of the UC Business Add-On: Voice and Video soft phone Personal Profile, Presence, Status and Location Information Call Control Feature Management Contact Management History Copyright GCI 2013 UC Business & UC Team Administrator Guide 12 of 35
Instant Messaging & Presence *see IM & Presence below Group Chat *see IM & Presence below Outlook Integration *Operating System and Outlook dependent UC Office for Desktop includes the following features when used as part of the UC Team Add- On: Voice and Video soft phone Personal Profile, Presence, Status and Location Information Call Control Feature Management Contact Management History Instant Messaging & Presence *see IM & Presence below Group Chat *see IM & Presence below Outlook Integration *Operating System and Outlook dependent My Room Audio Conferencing *see My Room Audio Conferencing 8 below Desktop Sharing *see My Room Web Collaboration UC below My Room Web Collaboration UC *see My Room Web Collaboration UC below Hosted PBX and SIP Trunking Users that have the UC Business or UC Team Add-On and a UC Office Desktop device type configured as their primary or additional device simply download, install and login to UC Office for Desktop using their normal GCI application username and password to start using the above features. UC Office for Desktop introduces a new supported device type: UC Office Desktop. This can be provisioned as other standard user devices. See the section on Shared Call Appearance below and the UC Office guides for more information. For more information on the UC Office for Desktop application please see the following documents available from the GCI Support Centre: UC Office for Desktop Overview UC Office for Desktop Administrator Guide UC Office for Desktop Quick Reference User Guide 4.1.1 Download The current version of UC Office Windows Edition is available from: http://downloads.yourservices.co.uk/ucoffice.exe using the username downloads and the password myapps. Copyright GCI 2013 UC Business & UC Team Administrator Guide 13 of 35
The current version of UC Office Mac Edition is available from: http://downloads.yourservices.co.uk/ucoffice.dmg using the username downloads and the password myapps. It is advisable that you keep up to date with new version downloads and host the installation packages yourselves on your own website for your customers. Download and save the installation package. 4.1.2 Windows Edition Installation Log in to an administrator-level user account on the Windows workstation that UC Office needs to be installed onto. To begin installing UC Office, run the ucoffice.exe file and click Next. Accept the License Agreement if you wish and click Next to proceed. Copyright GCI 2013 UC Business & UC Team Administrator Guide 14 of 35
Follow the installation prompts. Copyright GCI 2013 UC Business & UC Team Administrator Guide 15 of 35
Click the Install button to commence the installation. Copyright GCI 2013 UC Business & UC Team Administrator Guide 16 of 35
Once UC Office and any third-party software have finished installing, click the Finish button to close the installer. 4.1.3 Mac Edition Installation Log in to an administrator-level user account on the Mac workstation that UC Office needs to be installed onto. To begin installing UC Office, double-click the ucoffice.dmg file. Drag the UC Office Application Icon to the Applications Folder to install. Copyright GCI 2013 UC Business & UC Team Administrator Guide 17 of 35
4.1.4 Startup and Login To start UC Office, start it as you would any other program. For example, double click on the UC Office application short cut. Once the application has launched, UC Office presents you with the login screen where you need to provide your user account information. The Username and Password is the User s GCI Application Username and Password. Enter the username and password into the appropriate boxes and click Sign In to start using UC Office. Mac Sign In Screen Windows Main Screen Copyright GCI 2013 UC Business & UC Team Administrator Guide 18 of 35
4.1.5 Username and Password Management Users must login to UC Office with their GCI Application Username and Password. This may be included in the User s Welcome or Modification Emails. Passwords are used for UC Office login; please follow standards for Password Protection Policies. The Application Username always takes the format: <username>@<domain> For example, user.one@acme.co.uk The Application Password can be set/changed via the Business Portal as follows: Navigate to a User s Services in the Business Portal by clicking on Service >> Employees >> Service Settings >> Service Passwords. Select the Enterprise Assistant radio button and click Change Password. This sets the Application login password: 4.1.5 My Room Integration Configuration Users with the UC Team Add-On can enter their My Room Audio Conferencing and Web Collaboration details into UC Office for Desktop. This enables Desktop Sharing, My Room Audio Conferencing and Web Collaboration portal integration within UC Office for Desktop. Copyright GCI 2013 UC Business & UC Team Administrator Guide 19 of 35
The User s My Room Audio Conferencing and Web Collaboration credentials may be included in End User welcome or modification emails and can be set/changed in the Business Portal by navigating to the User s Feature Settings page and selecting My Room: E.g. Service >> Employees (select Employee) >> Feature Settings >> My Room Copyright GCI 2013 UC Business & UC Team Administrator Guide 20 of 35
When signed in to UC Office Desktop Users can click the Menu icon and select Preferences and enter the details in the Credentials tab as follows: 4.2 IM & Presence Instant Messaging and Presence is a feature that provides Instant Messaging, Presence, Buddy List, File Sharing (UC Office for Desktop only), Group Chat and Telephony integration. There is Copyright GCI 2013 UC Business & UC Team Administrator Guide 21 of 35
no configuration required in the Service Delivery Platform portals other than assigning a User the UC Business or UC Team Add-On. The User s IM & Presence feature is configured automatically, including the IM&P ID. The IM&P ID takes the form <username>@ucoffice.eu where <username> is typically the Username provisioned for the User in the SPA and Business Portal, but is sometimes appended with a number to ensure that the ID is unique e.g. user.name1979@ucoffice.eu Hosted PBX and SIP Trunking Users that have the UC Business or UC Team Add-On can use the UC Office applications (Smart Phone Edition requires UC Team) for Instant Messaging and Presence. Users can add contacts and make them IM & Presence Buddies within their own Company just by searching and adding the contacts. An example of a User searching and adding a Contact within their company: Contacts outside of the Company can be added manually and if the contact outside the Company is also using the GCI IM and Presence service then they can add the contact s IM & Presence ID to use this service. Copyright GCI 2013 UC Business & UC Team Administrator Guide 22 of 35
For more information on the IM & Presence feature please see the following documents available from the GCI Support Centre: UC Office for Desktop Quick Reference User Guide UC Office for Smart Phone Quick Reference User Guide Android Edition UC Office for Smart Phone Quick Reference User Guide iphone Edition 4.3 UC Office for Smart Phone UC Office for Smart Phone is an application for Android and iphone Smart Phones that can be used as a fully functional Unified Communications and Mobility tool, complementing hard phones, soft phones and UC Office for Desktop. UC Office for Smart Phone includes the following features when used as part of the UC Team Add-On: Copyright GCI 2013 UC Business & UC Team Administrator Guide 23 of 35
Voice and Video soft phone Personal Profile, Presence, Status and Location Information Call Control Feature Management Contact Management History Instant Messaging & Presence *see IM & Presence above Group Chat *see IM & Presence above Hosted PBX and SIP Trunking Users that have the UC Team Add-On and a UC Office Smart Phone device type configured as their primary or additional device simply download, install and login to UC Office for Smart Phone using their normal GCI application username and password to start using the above features. UC Office for Smart Phone introduces a new supported device type: UC Office Smart Phone. This can be provisioned as other standard user devices. See the section on Shared Call Appearance below and the UC Office guides for more information. For more information on the UC Office for Smart Phone application please see the following documents available from the GCI Support Centre: UC Office for Smart Phone Overview UC Office for Smart Phone Administrator Guide UC Office for Smart Phone Quick Reference User Guide Android Edition UC Office for Smart Phone Quick Reference User Guide iphone Edition Screen shots of UC Office for Smart Phone iphone Edition: Copyright GCI 2013 UC Business & UC Team Administrator Guide 24 of 35
4.1.1 Download and Installation UC Office Android Edition and iphone Edition are available to download and install directly from the Android and iphone App Stores respectively. Search for UC Office and install the application. 4.1.2 Startup and Login To start UC Office, start it as you would any other app. Tap the UC Office icon to launch the application. Copyright GCI 2013 UC Business & UC Team Administrator Guide 25 of 35
Once the application has launched, UC Office presents you with the login screen where you need to provide the user account information. The Username and Password is the User s GCI Application Username and Password. Enter the username and password into the appropriate boxes and tap Sign In to start using UC Office. iphone Edition Login Screen 4.1.3 Username and Password Management Users must login to UC Office with their GCI Application Username and Password. This may be included in the User s Welcome or Modification Emails. Passwords are used for UC Office login; please follow standards for Password Protection Policies. Copyright GCI 2013 UC Business & UC Team Administrator Guide 26 of 35
The Application Username always takes the format: <username>@<domain> For example, user.one@acme.co.uk The Application Password can be set/changed via the Business Portal as follows: Navigate to a User s Services in the Business Portal by clicking on Service >> Employees >> Service Settings >> Service Passwords. Select the Enterprise Assistant radio button and click Change Password. This sets the Application login password: 4.4 My Room Audio Conferencing 8 My Room Audio Conferencing 8 provides Personal Audio Conferences for up to 8 attendees per conference. It is included in the chargeable UC Team Add-On that can be applied to Hosted PBX and SIP Trunking Mobility Users. It is a personal, reservationless audio conferencing service that can be accessed from any phone. My Room Audio Conferencing 8 is tightly integrated with the GCI Platform, Portals and Applications, particularly UC Office for Desktop. My Room Audio Conferencing requires a My Room Bridge to be added at the Site level, see section 3.2 for details on how to provision a My Room Bridge. If the bridge exists, a user conference is automatically created for the user with default settings. If the bridge does not yet exist, no conference will be created. The required My Room Conferencing 8 conference will then be automatically added when the Site s My Room Bridge is created from the Business Portal. Copyright GCI 2013 UC Business & UC Team Administrator Guide 27 of 35
The default settings for the conference can be changed from the user s Business Portal under My Room in their Feature Settings. The user can also see their conference ID and PIN from this page. If the user conference does not exist (meaning the bridge does not exist), the user is informed to contact the system administrator. For security reasons, the user can reset the PINs associated to his conference. This is achieved by deleting and re-adding the conference (options are transferred to the new conference automatically). Hosted PBX and SIP Trunking Users that have the UC Team Add-On can use the My Room Audio Conferencing features within UC Office for Desktop and/or conduct personal Audio Conferences with up to 8 attendees using any phones. Contacts outside of the Company can attend Audio Conferences by being sent the access details within an email invitation. For more information on the My Room Audio Conferencing 8 feature please see the following documents available from the GCI Support Centre: UC Office for Desktop Quick Reference User Guide My Room Audio Conferencing Overview My Room Audio Conferencing Quick Reference User Guide Screen shot of My Room Feature Settings page in the Business Portal: Copyright GCI 2013 UC Business & UC Team Administrator Guide 28 of 35
4.5 My Room Web Collaboration UC My Room Web Collaboration UC is a feature that provides desktop sharing tools within UC Office for Desktop and online Web Collaboration via the Web Collaboration Portal. There is no configuration required in the Service Delivery Platform portals other than assigning a User the UCTeam Add-On. The User s My Room Web Collaboration feature is configured automatically and is tightly integrated with the GCI Platform, Portals and Applications, particularly UC Office for Desktop. A default 6 digit web collaboration password is generated and included in the User s welcome or modification email. The user should then go to the My Room page to change it. Users simply enter their GCI application username and the password into UC Office for Desktop and/or the Web Collaboration Portal to start Desktop Sharing and conducting personal Web Collaboration meetings. Hosted PBX and SIP Trunking Users that have the UC Team Add-On can use the Desktop Sharing feature within UC Office for Desktop and/or conduct personal Web Collaboration meetings using the Web Collaboration Portal for up to 8 participants. Contacts outside of the Company can attend Web Collaboration meetings by being sent the access details within an email invitation. My Room Web Collaboration UC is tightly integrated with My Room Audio Conferencing. This provides easy to access to both Audio and Web Collaboration features. If an Audio Conference is required in conjunction with a Desktop Sharing or Web Collaboration session, the User just selects the option and invites attendees, supplying both the Web and Audio details. The default settings for Web Collaboration can be changed from the user s Business Portal under My Room in their Feature Settings. The user can also see their username and change their password from this page. For more information on the My Room Web Collaboration UC feature please see the following documents available from the GCI Support Centre: UC Office for Desktop Quick Reference User Guide My Room Web Collaboration UC Overview My Room Web Collaboration UC Quick Reference User Guide Screen shot of My Room User Feature Settings page in the BP: Copyright GCI 2013 UC Business & UC Team Administrator Guide 29 of 35
Screen shot of Desktop Sharing in UC Office for Desktop: Copyright GCI 2013 UC Business & UC Team Administrator Guide 30 of 35
Screen shot of Web Collaboration Portal: Copyright GCI 2013 UC Business & UC Team Administrator Guide 31 of 35
4.6 Shared Call Appearance 5 Shared Call Appearance is not a new feature, but it is included in the UC Business and UC Team Add-Ons to ensure that the User has this feature if Shared Call Appearance 5 or 10 have not already been assigned to the User. There is no configuration required in the Service Delivery Platform portals for UC Office Shared Call Appearances other than assigning a User the UC Business or UC Team Add-On. Any missing UC Office Desktop and/or Smart Phone devices and Shared Call Appearances are configured automatically, as detailed below. The bulk of the Service Delivery Platform work for UC Office comes from the device and Shared Call Appearance handling that happens during registration workflows. This is because the Service Delivery Platform automatically creates all or the missing Shared Call Appearances and devices when the User is assigned the UC Business or UC Team Add-On. This means that administrators do not have to manually provision the UC Office devices and Shared Call Appearances if they are required. Notes: The User must always have Shared Call Appearance (5 or 10); this is why we have included Shared Call Appearance 5 in the UC Business and UC Team Add-Ons. Note that Shared Call Appearance 5 or 10 can still be applied within the User s Feature Package or in another Add-On if required. If a Shared Call Appearance instance for a UC Office device is deleted from the BP, the device associated to this SCA will NOT be removed. It will have to be manually deleted by an admin using the Device Management. On a create registration If the user s primary device type is one of the following: 1. No Device, or 2. An existing site shared device (non UC Office Type), or 3. A new user device (non UC Office Type) Then all UC Office devices and SCAs required by the Feature Package will be created. If the user s primary device type is one of the following: 1. An existing site shared device of UC Office Type, or Copyright GCI 2013 UC Business & UC Team Administrator Guide 32 of 35
2. A new user device of UC Office Type Then any missing devices and SCAs required by the Feature Package will be created. Example 1: UC Business only contains Desktop, only the Desktop device and SCA are created. Example 2: UC Team contains Desktop and Smart Phone, both the Desktop and Smart Phone devices and SCAs are created. Example 3: UC Team contains Desktop and Smart Phone and if the user has a primary device type of UC Office Desktop, only the Smart Phone device and SCA are created. When creating required UC Office clients, a device must be created and a SCA line port is assigned to the user. The new device is named "userid{ _UCOfficeDesktop _UCOfficeSmartPhone }". ie: user04_ucofficedesktop The created SCA line port is "number{ _UCOFFDESK _UCOFFSMART }". ie: 441200555123_UCOFFSMART If no phone number is selected, the SCA line port will default to "orgprefix_userid{ _UCOFFDESK _UCOFFSMART }". ie: 100007500_user04_UCOFFSMART On a modify registration Four scenarios can cause the UC Office clients to be re-configured: 1. The user s primary number is changed (to none or a new number) 2. The user s Feature Package adds or removes UC Office features 3. The user s primary device type goes from a UC Office Type to a non UC Office Type 4. The user s primary device type goes from a non UC Office Type to a UC Office Type Any combinations of the above scenarios are handled by the workflow and the devices and SCA line ports are automatically adjusted accordingly. When the primary number is changed, the SCA line port is changed to the new number or defaulted to a no-number line port. When a UC Office feature is removed from the FP, the associated SCA and device are deleted (if Copyright GCI 2013 UC Business & UC Team Administrator Guide 33 of 35
it existed). When a UC Office feature is added to the FP, the associated device and SCA are created (if required, depending on primary device type). When a primary device goes from a UC Office Type to a non UC Office Type, a device and SCA are created. When a primary device goes from a non UC Office Type to a UC Office Type, the SCA and device are deleted. The same conventions are used as the Create workflow for device naming and SCA line ports. On a delete registration Any devices that were created for the UC Office clients will be removed. Sample use cases The following table describes a simple example of the UC Office management in action. This is only used to describe how the feature works. Keep in mind that some of the steps may occur simultaneously. (ie. the number and feature package are both changed during the same registration modify) 1 Effect 2 Effect 3 Effect A new user is registered (user01) Feature Package (e.g. UC Team) includes: SCA5, UC Office Desktop, UC Office Smart Phone Device: new user device of type UC Office Smart Phone Number: none This will automatically create 1 UC Office for Desktop (1 new device and SCA) Device name: user01_ucofficedesktop SCA line port: 100002200_user01_UCOFFDESK The user is assigned a number (re-registration) Number: +44 1200 555123 The SCA line port is automatically updated (deleted and re-created) SCA line port: 441200555123_UCOFFDESK The user s device is set to No Device Device: No Device A new UC Office client is automatically created Copyright GCI 2013 UC Business & UC Team Administrator Guide 34 of 35
Device name: user01_ucofficesmartphone SCA line port: 441200555123_UCOFFSMART Existing UC Office client is untouched Device name: user01_ucofficedesktop SCA line port: 441200555123_UCOFFDESK 4 Effect The user s FP removed UC Office Desktop Feature Package includes: SCA5, UC Office Smart Phone UC Office for Desktop is automatically removed SCA (441200555123_UCOFFDESK) is removed Device (user01_ucofficedesktop) is removed 5 The user is un-registered SCA line ports are automatically removed Any lingering devices that were created by UC Office are removed Effect Device (user01_ucofficesmartphone) is removed Copyright GCI 2013 UC Business & UC Team Administrator Guide 35 of 35