Setting Up a Direct Routing Synchronization Process

Last Updated : Oct 19, 2023 |
After configuring any templates and/or user provisioning rules required, you can use the following process to configure synchronization. You can configure multiple synchronization settings if necessary.
Prolog information
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Before you begin
  1. Using IP Office Web Manager, access the IP Office system configuration.
  2. Select Solution.
  3. Select Solution Settings and then User Synchronization.
  4. Click +ADD and select User Synchronization using Microsoft Teams.
  5. Using IP Office Web Manager, access the IP Office system configuration.
  6. Select Solution.
  7. Select Solution Settings and then User Synchronization.
  8. Click +ADD and select User Synchronization using Microsoft Teams.
  9. Select the Connect to Directory Service tab.
    1. Enter a Configuration Name to identify the purpose for this connection. For example, DirectRoutingSync.
    2. For Collaboration Client, select Direct Call Routing.
    3. Use User Synchronization type to select the roles that the synchronization should perform. The selection affects the additional fields and tabs available:
      ADDITIONAL INFORMATION:
      Setting
      Description
      IP Office Users Only
      Support the creation, updating and deletion of IP Office users to match the users in Azure Active Directory.
      Microsoft Teams Users Only
      Add details of the MS Teams only users to the IP Office user directory.
      • Also update their settings in MS Teams with any Office telephone number configured for them in Azure Active Directory.
      • Optionally, also assign a specific voice routing policy to the MS Teams user settings.
      Both
      Perform a combination of the above actions.
      • You must configure the template to use a Profile that support MS Teams+IP Office users (Office Worker, Teleworker, Power User or UC User) and have Enable MS Teams Client enabled.
    4. Select the type of Directory:
      ADDITIONAL INFORMATION:
      • Use Tenant Directory to manage IP Office entries for all the customer's Azure Active Directory users.
      • Use Group Directory to manage IP Office entries for just those users who are members of a specific Azure Active Directory group.
    5. Enter the details obtained from Azure Active Directory into the matching fields.
    6. Click Test Connection and wait a couple of minutes.
    7. If successful, continue with the configuration. Otherwise, check and adjust the settings.
  10. If using MS Teams Users Only: You must set the Azure Active Directory fields from which to take the user's name and number information. For other modes, the values are set through the Synchronize User Fields settings below.
    1. In the Name Attribute field, enter the Azure Active Directory user field that synchronization should use to populate the name in the IP Office system directory. The default is to use the displayName from Azure Active Directory.
    2. The synchronization process uses the Azure Active Directory businessPhones field for the user telephone number.
  11. If using MS Teams Users Only or Both: You need to enter the details of the MS Teams admin user for the IP Office connection to Azure Active Directory. In addition, you can set the direct routing settings that MS Teams applies to the users.
    1. In the Microsoft Teams PowerShell Username and Microsoft Teams PowerShell Password fields, enter the username and password of the Azure Active Directory user configured as a MS Teams administrator.
    2. You can use the Voice Routing Policy Name and Voice Routing Policy Usage fields to specify the voice routing policy assigned to the users.
      ADDITIONAL INFORMATION:
      • The usage must already exist in MS Teams admin.
      • If the policy does not already exist, MS Teams creates it and adds the usage to it. MS Teams assigned the policy to the users.
      • If the policy already exists, MS Teams assigns it to the users with no changes to the usages it contains. MS Teams ignores the Voice Routing Policy Usage value in the IP Office sync settings.
  12. If using IP Office Users Only or Both: Specify which fields in Azure Active Directory map onto IP Office user settings, and how the synchronization process uses the new values. Select the Synchronize User Fields tab:
    1. Use the drop-down menus in the Microsoft Teams Fields column to select which Azure Active Directory field the synchronization process will use to set the value for the matching IP Office configuration settings.
      ADDITIONAL INFORMATION:
      • Selecting fields for the User Identification and Name fields is mandatory. All other fields are optional and will use the values defined by the user/extension templates or default IP Office values.
      • The User Identification must be unique. The IP Office uses this to ensure that it applies future synchronization update/delete actions to the correct users.
      • You can use the final pair of drop-downs to set on which IP Office system in a network the synchronization process creates new users. If not set, you can specify the required IP Office system in the user provisioning rule. Otherwise, the synchronization process creates new users on the primary system.
    2. Select which functions the synchronization process performs. You can select more than one function:
      ADDITIONAL INFORMATION:
      • New - Create new IP Office user and extension records for any user whose user identification is not already present.
      • Update - Update the settings, if required, of the user with the same user identification.
      • Delete - Delete the user and extension records for any users whose user identification is not present in the latest synchronization.
    3. If you want the IP Office to regularly perform synchronization, click Use Schedule and define the required schedule.
    4. Click Preview Results. The menu shows a summary of the changes that would occur. If necessary, amend the settings.
    5. When complete, click Synchronize.
  13. Click Save.
Related links
Azure Active Directory Synchronization