Cisco Cisco Unified Provisioning Manager 8.5 White Paper

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Provisioning attributes can be set for domains, subscriber types, service areas, and during order entry. This

order also defines the default order of precedence in the event that the same attribute is set at multiple

levels. Cisco UPM 2.0 allows users to reorder the precedence of domain, subscriber type, and service

area.

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Let’s look at a brief example to help clarify this.

A policy at Chambers Engineering states that no subscribers in any of the offices in France are to have

video capabilities on their phones except the executives.

One way to implement this would be to set the phone attribute Video Capabilities to Enabled at the

domain level and true for the executive subscriber type.

Now, all orders for phones in the France domain will set Video Capabilities to Enabled, but for

subscribers of type Executive, this will be overridden with a value of true.

If an individual employee is also given clearance for video privileges, the employee’s false setting can be

overridden during order entry using the Advanced Options button.

Best practice

Customers tend to set up provisioning attributes for the service area to establish templates for subscriber services;

however, if you have a large number of service areas and the majority of them share the same provisioning

attributes, set them at the domain level to reduce potential service area updating efforts.

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Ordering workflow

Cisco Unified Provisioning Manager has a built-in ordering workflow to coordinate activities in the ordering

process. The activities include approving the order, assigning a phone to the order, shipping the product,

and receiving the product.

This workflow can be customized to fit the customer’s exact needs by enabling or disabling each step and

assigning the enabled steps to Cisco Unified Provisioning Manager user roles.

By default, all steps are disabled. The workflow rules control enabling of any step of the workflow.

Best practice

Leave workflow default values until you gain experience with Cisco Unified Provisioning Manager.

Business Analysis

Because Provisioning Manager is typically used within the business processes of an organization, a brief business

analysis activity early in the deployment process is highly recommended. This will provide the information

necessary for how best to configure various Cisco Unified Provisioning Manager system objects. The following

questions will help drive this analysis:

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Will fewer technical staff be “delegated” management capabilities for the day 2 (move, add, change)

activity for subscriber services (example: a help desk, or administrative staff in various locations)?

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What groupings of subscribers map best to how you want to do this “delegated” management (example:

geographic-based groupings or organizational-based groupings)?

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These questions will dictate the number of domains that will be created in Provisioning Manager. Note

that users with the domain-level access role (called the ordering role for a single domain within Cisco

Unified Provisioning Manager) can only see subscribers in their own domain.

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Within each grouping of subscribers, which sites or locations do you want to manage?