Creating User and Extension Templates

Last Updated : Oct 19, 2023 |

When creating new IP Office users, the synchronization process uses a 'user provisioning rule' to define element such as the starting extension number and extension type. The user provisioning rule can also use extension and user templates to automatically configure settings not taken from Azure Active Directory details. If you do not use templates, then those settings use the IP Office system default values.

  • The process below uses the template management menus to create or upload new templates. You can also create templates from existing users or extensions by selecting them and then clicking Save As Template.

  • For MS Teams+IP Office users, the user template used must configure the user's Profile setting to one of the following and enable the Enable MS Teams Client setting.

    • On subscription mode IP Office systems:

      The IP Office supports MS Teams+IP Office users using the UC User profile.

    • On PLDS licensed IP Officesystems:

      The IP Office supports MS Teams+IP Office users using the Office Worker, Teleworker and Power User profiles.

Before you begin

Procedure

  1. Using IP Office Web Manager, access the IP Office configuration.
  2. Select Call Management and then either Users or Extensions.
  3. Click Actions and select Template Management.
    1. To create a new template, click +Add. For extension templates, you also need to select the type of extension.
    2. You can use the menu to edit, rename and delete existing templates.
    3. You can also download the templates as .xml files.
    4. You can upload .xml template files that you have downloaded from another IP Office.

Next Steps

Related information
Configuring User Synchronization