User Profile | Add field descriptions

Last Updated : Mar 19, 2025 |

Use the User Profile | Add page to create or add a new user. This page has four tabs:

  • Identity

  • Communication Profile

  • Membership

  • Contacts

Note:

Fields marked with an asterisk are mandatory, and you must enter appropriate information in these fields.

Organization

Name

Description

Tenant

The name of the tenant that you select.

Level 1

The name of the level 1 hierarchy of the tenant organization. For example, Site.

The tenant administrator provides the hierarchy on the Tenant Management page.

Level 2

The name of the level 2 hierarchy of the tenant organization. For example, Department.

Level 3

The name of the level 3 hierarchy of the tenant organization. For example, Team.

User Provisioning Rule

Name

Description

User Provisioning Rule

The name of the user provisioning rule.

You can provide only one user provisioning rule.

Note:

When you use the user provisioning rule to create a user, the system populates the values of user attributes from the user provisioning rule.

Identity tab: Identity

Name

Description

Last Name

The last name of the user. For example, Miller.

Last Name can be up to 256 characters.

Last Name (Latin Translation)

The user-preferred last name that the system must display on the endpoints. For example, Miller.

Typically, the name is in the written or spoken language of the user.

Last Name (Latin Translation) can be up to 256 characters.

Note:

When you create a user, if the Last Name (Latin Translation) and First Name (Latin Translation) fields are:

  • Blank, the system displays the last name and first name in the fields. The values change when the last and first names change.

  • Filled, the values remain the same even after you change the values in the Last Name and First Name fields.

First Name

The first name of the user. For example, John.

First Name can be up to 256 characters.

First Name (Latin Translation)

The user-preferred first name that the system must display on the endpoints. For example, John.

Typically, the name is in the written or spoken language of the user.

First Name (Latin Translation) can be up to 256 characters.

Middle Name

The middle name of the user, if any.

Middle Name can be up to 256 characters.

Description

A brief description of the user.

Description can be up to 1024 characters.

Login Name

The login name of the user.

Login Name can be up to 256 characters.

With Release 8.1.3, the Login Name field supports the login name with apostrophe (‘). For example, aine’mars@xyz.com.

The following characters are supported:

  • ,

  • -

  • _

  • ?

  • %

  • !

  • ~

  • *

  • (

  • )

  • =

  • +

  • $

  • ,,

  • ;

  • .

The login name is not case-sensitive. For example, if you enter JMILLER@AVAYA.COM, the system converts the login name to lowercase, that is, jmiller@avaya.com. However, on the login page, you can enter the login name in uppercase or lowercase.

If you log in to the system as admin, you cannot edit the login name.

Note:

To create the user data by using a blank excel template, append the login name with #ProfileSetName in all worksheets, except Basic and Profile Set. The system associates the user records with the communication profile that you have provided. For example, jmiller@avaya.com#ProfileSetName.

Email Address

The email address of the user for receiving email notifications.

Email Address can be up to 256 characters.

User Type

The authentication type that defines how the system authenticates the user. The options are:

  • Enterprise: Directory servers that are external to System Manager authenticate the user login.

  • Basic: Avaya authentication service authenticates the user login.

For bulk import of users by using Excel, User Type is always Basic. Therefore, the User Type field remains invisible in the Excel file.

Password

The password to log in to the System Manager web console.

Password can be up to 256 characters.

Password is not a mandatory field for the telephony user.

Confirm Password

The password that you reenter for confirmation.

Localized Display Name

The localized display name of a user. The name is typically the localized full name.

Localized Display Name can be up to 256 characters.

If you do not provide any value for Localized Display Name, System Manager specifies the value as a combination of First Name and Last Name.

Endpoint Display Name

The full text name of the user represented in ASCII. The display name supports displays that cannot handle localized text, for example, some endpoints.

Endpoint Display Name can be up to 256 characters.

If you do not provide any value for Endpoint Display Name, System Manager specifies the value as a combination of First Name (Latin Translation) and Last Name (Latin Translation).

Title Of User

The personal title that is set to address a user. The title is typically a social title and not the work title. For example, Mr.

Title Of User can be up to 256 characters.

Language Preference

The preferred written or spoken language of the user. For example, English.

Time Zone

The preferred time zone of the user. For example, (+05:30) Chennai, Kolkata, Mumbai, New Delhi.

Employee ID

The employee number of the user. For example, 20081234.

Employee ID can be up to 256 characters.

Department

The department to which the user belongs. For example, Human Resources.

Department can be up to 256 characters.

Company

The organization where the user works. For example, Avaya LLC

Company can be up to 256 characters.

Identity tab: Address

Name

Description

Select check box

The option to select an address in the table.

Name

The name of the addressee. For example, Avaya.

Address Type

The type of address. The options are:

  • Office

  • Home

Street

The name of the street. For example, Magarpatta.

City

The name of the city or town. For example, Pune.

Postal Code

The postal code used by postal services to route mail to a destination. For example, 411028. For United States, the postal code is the Zip code.

Province

The full name of the province. For example, Maharashtra.

Country

The name of the country. For example, India.

Button

Description

New

Displays the Add Address page to add the address details.

Edit

Displays the Edit Address page to modify the address.

Delete

Deletes the selected address.

Choose Shared Address

Displays the Choose Address where you choose a shared or common address.

Identity tab: Localized Names

Note:

Use the Localized Names section only for the CS 1000 system, not for Session Manager and Communication Manager.

Name

Description

Language

The localized language for displaying the user name. For example, English. You must select the language.

Display Name

The user name in the localized language you choose. For example, John Miller.

Button

Description

New

Displays fields that you can use to create a new localized name for the user.

Edit

Displays fields that you can use to modify the localized name of the user.

Delete

Deletes the localized names that you select for the user.

Add

Adds or edits the localized name of the user.

Cancel

Cancels the addition or edits of the localized name.

Communication Profile tab: Communication Profile

Use this section to create, modify, and delete a communication profile of the user. Each communication profile can contain one or more communication addresses for a user.

Name

Description

Communication Profile Password

The communication profile password.

The field is available only if you enable the communication profile. The password policy is configured on the Users > User Management > Communication Profile Password Policy page.

When you provide the communication password value during bulk edit of users, the system overwrites any existing communication profile passwords of the user.

For information about password policy, see Communication profile password policy.

Confirm Password

The communication profile password to reenter for confirmation.

Generate

The option to automatically generate the communication profile password.

System Manager sends the generated password to the user if you:

  • Set the email configuration properties on the Services > Configurations > Settings > SMGR page.

    For more information, see Configuring email properties.

  • Configure Email Address on the Identity tab.

By default, the Generate link is available for creating a new user account.

The Edit link is available for modifying user accounts. When you click the Edit link, the system displays Confirm Password along with the Generate and Cancel links.

Name

The name of the communication profile that you must select .

Button

Description

New

Creates a new communication profile for the user.

Delete

Deletes the selected communication profile.

Done

Saves the communication profile information that you updated or added for a profile.

Cancel

Cancels the operation of adding a communication profile.

The system enables the following fields when you click New in the Communication Profile section.

Name

Description

Name

The name of the communication profile for the user.

Default

The option to select a profile as default or the active profile.

At a time, only one active profile can exist.

Communication Profile tab: Communication Address

Use this section to create, modify, and delete the communication address of a user. Each communication profile can contain one or more communication addresses for a user.

Name

Description

Type

The type of handle.

Handle

A unique communication address of the user. Communication Manager Release 7.1.2 and later support alphanumeric handles.

Domain

The name of the domain with which the handle is registered.

Button

Description

New

To add a new communication address.

Edit

To edit the information of a selected communication address.

Delete

To delete the selected communication address.

When you click New and Edit in the Communication Address section, the page displays the following fields that define the communication address of the user:

Name

Description

Type

The type of handle. The options are:

  • Avaya SIP: Indicates that the handle supports Avaya SIP-based communication.

  • Avaya E.164: Indicates that the handle refers to an E.164 formatted address. E.164 numbers can have a maximum of 13 digits and are usually written with a + prefix.

  • Microsoft SIP: Indicates that the handle supports SIP-based communication.

  • Microsoft Exchange: Indicates that the handle is an email address and supports communication with Microsoft SMTP server.

  • Lotus Notes: Indicates that the handle is for Lotus Notes and domino calendar.

  • IBM Sametime: Indicates that the handle is for IBM Sametime. The address must be in the DN=IBMHandle format.

  • Avaya Presence/IM: Indicates that the handle is an address that is used for Extensible Messaging and Presence Protocol (XMPP)-based Internet Messaging (IM) services and XMPP or Session Initiation Protocol-based (SIP) Presence services.

    Note:

    To create the Presence communication profile, you must select Avaya Presence/IM and provide the communication address.

  • GoogleTalk: Indicates that the handle supports XMPP-based communication with the Google Talk service.

  • Other Email: Indicates that the handle is an email address other than MS Exchange email addresses.

  • Other SIP: Indicates that the handle supports SIP-based communication other than the listed ones.

  • Other XMPP: Indicates that the handle supports XMPP-based communication other than the listed ones.

  • Work Assignment: Indicates that the handle supports accounts that can be assigned to an agent for Work Assignment.

Fully Qualified Address

The fully qualified domain name or uniform resource identifier. The address can be an email address, IM user, or an address of a communication device using which the user can send or receive messages. You must provide a fully qualified address.

Button

Description

Add

Saves the new communication address or modified communication address information in the database.

Cancel

Cancels the addition of communication address.

Communication Profile tab: Session Manager

Note:

The system displays the following fields only if a communication profile of the user exists for the product:

Name

Description

Policy

When you enable the Enable Policy Based Assignment of Session Managers field on the Elements > Session Manager > Global Settings page, the system displays the Policy field to select the required policy for the Session Manager communication profile.

For more information, see Administering Avaya Aura® Session Manager.

Based on the policy selection, the system displays the relevant fields. The options are:

  • fixed: When you select this option, the system displays the Primary Session Manager, Secondary Session Manager, Third Session Manager, and Fourth Session Manager fields.

    The default value is fixed.

  • fixed-region: When you select this option, the system displays the Primary Region, Secondary Region, Third Region, and Fourth Region fields.

    The system assigns the primary, secondary, third, or fourth region to the Session Manager Communication profile.

  • location-region: When you select this option, the system does not display the Primary Session Manager and Secondary Session Manager fields and dynamically assigns Session Managers based on the mapping of locations to regions on the Elements > Session Manager > Session Manager Administration > Groups > Location to Region Mapping page.

Note:

If the Enable Policy Based Assignment of Session Managers field on the Elements > Session Manager > Global Settings page is not enabled, the system displays the Primary Session Manager and Secondary Session Manager fields similar to the Release 8.1.x and earlier system.

Primary Session Manager

The instance that you want to use as the home server for the currently displayed communication profile. As a home server, the selected primary Session Manager instance is used as the default access point for connecting devices associated with the communication profile to the Avaya Aura® network. You must select the primary Session Manager server.

Secondary Session Manager

The Session Manager instance that you select as the secondary Session Manager. It provides continued service to SIP devices associated with this communication profile when the primary Session Manager server becomes unavailable. This is an optional field.

All the four Session Manager values must be unique.

For example, if you select the same Session Manager server instance in the Secondary Session Manager field as the Primary Session Manager field, the system displays the following error message:

The Secondary Session Manager cannot be the same as the Primary Session Manager.

Third Session Manager

The Session Manager instance that you select as the third Session Manager. It provides continued service to SIP devices associated with this communication profile when the primary or the secondary Session Manager server becomes unavailable. This is an optional field.

You must select the value of the Session Manager servers as per the order of display.

For example, if you select the third Session Manager value before the secondary Session Manager, the system displays the following error message:

Selection of Session Managers should be as per their order of display. Select Secondary Session Manager before Third Session Manager.

Fourth Session Manager

The Session Manager instance that you select as the fourth Session Manager. It provides continued service to SIP devices associated with this communication profile when the primary, secondary, or third Session Manager server becomes unavailable. This is an optional field.

Primary Region

The Session Manager region that you select as the primary region. You must select the primary region of the Session Manager server.

You can create the regions on the Elements > Session Manager > Session Manager Administration > Groups > Session Manager Groups page.

You must select the value of regions as per the order of display.

For example, if you select the secondary region value before the primary region, the system displays the following error message:

Selection of regions should be as per their order of display. Select Primary Region before Secondary Region.

Secondary Region

The Session Manager region that you select as the secondary region. This is an optional field.

Note:
  • If you select the same region for the primary and secondary regions, then there must be a minimum of two Session Managers in that region.

  • If you select 4 different regions, then there must be a minimum of 1 Session Manager in each region.

If you select the same region and the region does not have sufficient Session Managers, the system displays the following error message:

<Secondary Region> - <Name_of_the_Region> the assigned regions must contain enough SMs to satisfy the Primary/Secondary/Third/Fourth region selection count.

Third Region

The Session Manager region that you select as the third region. This is an optional field.

Fourth Region

The Session Manager region that you select as the fourth region. This is an optional field.

Survivability Server

For local survivability, you can specify a survivability server. The server provides survivability communication services to devices associated with a communication profile, when the local connectivity to Session Manager instances in Avaya core is lost. If you select Branch Session Manager, and the termination and origination application sequences contain a Communication Manager application, sequencing to this application continues, locally, to Communication Manager survivable remote server. This survivable remote server is resident with the Branch Session Manager selected. A selection is optional.

Note:

If a termination or origination application sequence contains a Communication Manager application, the Communication Manager instance associated with the application must be the main server for the Communication Manager survivable remote server that resides with Branch Session Manager.

After typing a minimum of 3 characters, wait for three seconds to capture the final keyword and fetch the required results.

Max. Simultaneous Devices

The maximum number of endpoints that you can register at a time by using this communication profile. If you register more than one endpoint, all the endpoints receive calls simultaneously.

Block New Registration When Maximum Registrations Active

If you select the check box, the system denies any new registrations with Session Manager when an endpoint attempts to register using this communication profile after the registration requests exceed the administered limit. The system sends a warning message and stops the SIP service to the endpoint.

If you clear the check box, the system accepts the new registration and unregisters the endpoint with the oldest registration. However, if the endpoint with the oldest registration is active on a call, then the system does not affect the call and keeps that device registered for that call only.

Origination Application Sequence

The application sequence the system invokes when routing calls from this user. A selection is optional.

Note:

If you specify origination and termination application sequences, and if each sequence contains a Communication Manager application, Communication Manager must be the same in both the sequences.

Termination Application Sequence

The application sequence invoked when the system routes calls to this user. A selection is optional.

Note:

If you specify origination and termination application sequences, and if each sequence contains a Communication Manager application, Communication Manager must be the same in both the sequences.

Emergency Calling Origination Sequence

The list of application sequences invoked when the system routes emergency calls from this user.

Emergency Calling Termination Sequence

The list of application sequences invoked when the system routes emergency calls to this user.

Home Location

The home location to support mobility for the currently displayed user. Session Manager uses the home location when the IP address of the calling phone does not match the IP Address Pattern of any location. You must specify a value.

Conference Factory Set

The conference factory set to enable media capability-based call routing to the Conferencing SIP entities.

Use the Session Manager > Application Configuration > Conference Factories page to administer the Conference Factory Sets.

Enable Centralized Call History

The option to enable the call history feature for SIP users.

By default, the system disables the call history feature. The maximum number of call logs per communication profile is 100.

Enable Client

The drop-down list of the supported clients. Select the required client.

Communication Profile tab: Avaya Breeze® platform Profile

Name

Description

Service Profile

The profile that you assign to the user. The user can gain access to the service contained in the profile.

Communication Profile tab: CM Endpoint Profile

Note:

The system displays these fields only if a Communication Manager Endpoint profile exists for the user.

Name

Description

System

The Communication Manager system on which you add the endpoint. You must select the system.

Profile Type

The type of Communication Manager Endpoint profile that you create. You must select the profile type.

Use Existing Endpoints

The existing endpoint extension to associate with this profile. If you do not select this check box, the system uses the available extensions.

Extension

The extension of the endpoint that you associate with this profile. You must select the extension.

The field lists the endpoints, existing or available, based on the option you selected in the Use Existing Endpoints check box.

Endpoint Editor button

To start the Communication Manager application where you can edit or view details of the endpoint.

After you save the changes in Communication Manager, the system updates the modified data on the device or database only after you commit the changes on the User Profile | Edit | <User Name> page.

Template

The template, system defined or user defined, that you associate with the endpoint. Select the template based on the set type you add.

Set Type

The set type of the endpoint. When you select a template, the system populates the corresponding set types.

Sub Type

This field is configured for CS 1000 station types only. You can select the specific set for Set Type. On the Manage Endpoint page, Sub Type is labeled as Set.

Terminal Number

This field is configured for CS 1000 station types only. You can enter numbers in the following range: 0.0.0.0 to 252.1.15.31.

The first digit must be divisible by 4. For example: 0, 4, 8, …, 252.

System ID

This field is configured for CS 1000 station types only. This field allows you to leave the field blank or enter a string of up to 9 characters. With Release 8.0, more than one station can use the combination of System ID and Terminal Number.

With Release 8.0.1, each station must have a unique combination of System ID and Terminal Number.

Security Code

The security code for authorized access to the endpoint.

Port

The relevant port for the set type you select. You must select the port.

The field lists the possible ports based on the selected set type.

Voice Mail Number

The voice mail number of the endpoint.

Note:

You must clear Local Device Services Data on all Avaya Aura® Web Gateway nodes if you change the value of Voice Mail Number.

Preferred Handle

Numeric only handles, SIP handles, or non-SIP handles, that are administered for a user.

The Preferred Handle field is optional. Select numeric handle for alphanumeric support. By default, the field is blank.

If the type of SIP entity is Communication Manager, Session Manager uses the preferred handle in the CM Endpoint profile. By default, for a SIP station, Communication Manager uses the extension number as the phone number entry on an OPS station-mapping table. If your enterprise dial plan has SIP handles that are different from the Communication Manager extension, then use the Preferred Handle field to change the phone number entry on the OPS station-mapping table on the Communication Manager.

To modify the phone number entry, the Communication Address in System Manager should have a SIP handle. In the CM Endpoint Communication Profile, set the Preferred Handle field to the SIP handle format. After you click Commit, System Manager sets the Phone Number field in the OPS station-mapping table on Communication Manager to the SIP handle format. If you do not need this feature, then set the Preferred Handle value to None.

Calculate Route Pattern

The option to automatically select the route pattern based on the primary or secondary Session Manager configured in Session Manager Communication Profile.

Sip Trunk

The system makes this field available only for the SIP set type.

If you select the Calculate Route Pattern check box, the system:

  • Populates the Sip Trunk field.

  • Makes the Sip Trunk field read-only.

SIP URI

A unique alphanumeric communication address of the user to make and receive voice or video calls. The SIP URI address can be: <username-projectname>@<xyz.com>.

Attendant

The option to enable the attendant feature on the endpoint. If you select this check box, you can administer the endpoint as an attendant.

When you select the 9641SIP template type from Template, the system enables the Attendant check box.

Enhanced Callr-Info display for 1–line phones

The option to activate the enhanced Callr-info operation on the phone.

The Enhanced Callr-Info display for 1-line phones field on the station form is valid for the following set types:

  • 1603, 1608, 1616, 1408, 1416

  • 2402, 2410, 2420

  • 4606, 4612, 4612CL, 4624, 4602, 4602+, 4630, 4610, 4622, 4620, 4621, 4625,

  • 6402D, 6408D, 6408D+, 6416D+, 6424D+, 607A1

  • 7506D, 7507D

  • 8405D+, 8410D, 8405D, 8411D

  • 9404, 9408, 9601, 9601+, 9610, 9620, 9621, 9608, 9611, 9630, 9640, 9641, 9650

The options are:

  • No: Does not change the callr-info interactions with the connected phone. The default setting.

  • Yes: Activates the enhanced Callr-info operation including the application of the existing feature related system parameters. Clear Callr-Info option settings of leave-ACW, next-call, and on-call-release. If the callr-info button is not assigned to the phone on the station form, Enhanced Callr-Info display for 1-line phones does not apply.

Delete Endpoint on Unassign of Endpoint from User or on Delete User

The option to specify whether to delete the endpoint from the Communication Manager device when you remove the association between the endpoint and the user or delete the user.

Override Endpoint Name and Localized Name

The option to override the following endpoint names:

  • The endpoint name on Communication Manager with the value you configured on the Manage users page during synchronization.

    If you clear the check box, the system does not override the endpoint name on Communication Manager with the name you configured in System Manager during synchronization.

  • The localized display name on the Manage Users page in the Localized Display Name field of Communication Manager. If you clear the check box, the system does not override the localized display name in the Localized Display Name field.

Allow H.323 and SIP Endpoint Dual Registration

The option to register an H.323 endpoint and a SIP endpoint together at the same time to the same extension. For more information about the SIP and H.323 dual registration feature, see Avaya Aura® Communication Manager Feature Description and Implementation on the Avaya Support website at http://support.avaya.com.

Communication Profile tab: CS 1000 Endpoint Profile

Name

Description

System

The system that will be the element manager of the CS 1000 endpoint profile. You must select the system.

Add new

The option to create a new phone.

Target

The customer number of the CS 1000 system. You must select the target.

The system displays the field only when you select Add new.

Template

The phone or endpoint template that you can choose for the user. The element manager maintains all templates. You must select a template.

The system displays the field only when you select Add new.

Update

The station profile information updated for the user. When you click Update, the system takes you to the element manager cut-through for the updates.

Service Details

The service details of endpoints, such as set type, after phone creation.

Primary DN

The primary directory number of the phone. You can enter only numeric values in this field.

The system displays the field only when you select Add new.

Terminal Number

The terminal number of the phone.

The system displays the field only when you select Add new.

Link existing

The option to associate with the existing phone.

Existing TN

The terminal number from the list of existing numbers.

The system displays the field only when you select Link existing.

Include in Corporate Directory

The option to add this profile to the CS 1000 Corporate Directory feature.

Communication Profile tab: Messaging Profile

Note:

The system displays the following fields only if you can configure a messaging profile for the user

Name

Description

System

The messaging system on which you add the subscriber. You must select the system.

Use Existing Subscriber on System

The option to specify whether to use an existing subscriber mailbox number to associate with this profile.

Mailbox Number

The mailbox number of the subscriber. You must select the mailbox number.

The field takes the existing mailbox number that you associate with this profile. The value in the field is valid only if you select the Use Existing Subscriber on System check box.

Messaging Editor

The Messaging application where you can edit or view details of the profile of the messaging endpoint.

After you save the changes in the Messaging system, the system does not update the modified data on the device or database until you commit the changes on the User Profile | Edit | <User Name> page.

Template

The system-defined or user-defined template that you associate with the subscriber.

Password

The password for logging in to the mailbox. You must provide the password.

Delete Subscriber on Unassign of Subscriber from User or on Delete User

The option to specify whether to delete the subscriber mailbox from the Messaging device or Communication System Management when you remove this Messaging profile or delete the user.

Communication Profile tab: Avaya Messaging Profile

Name

Description

Officelinx System

The Avaya Messaging system to which you add a mailbox.

Refresh

The option to get information about company, departments, and feature groups from Avaya Messaging and save locally on System Manager for future use.

You do not require to refresh for every user.

Mailbox Number

The mailbox number of the subscriber. It should be numeric only.

Numeric Password

The numeric password used to log in to the Avaya Messaging system.

Confirm Numeric Password

The numeric password you retype to confirm.

Application User Password

The password used to gain access to non-telephone applications, such as Web Client, iLink Pro, iLink Pro Mobile, and iLink Pro Desktop.

Confirm Application User Password

The password you retype to confirm.

Company

The name of the company to which the user belongs.

Department

The department to which the user belongs.

Feature Group

The feature group name that determines the rules for the mailboxes associated with it.

Capability

The type of functionality the user contains. The values are:

  • Standard

  • Fax

  • Messaging

  • Collaboration

  • Messaging and Collaboration

Domain Account Name

The mailbox NT account name of the Avaya Messaging profile.

Synchronization User Name

The account name used to gain access to the email server, for example, Microsoft Exchange and Google Gmail.

Note:

Only one-way update is supported for Officelinx elements. If you make any change directly on Officelinx, it does not reflect on System Manager. If you edit the user from System Manager, it overrides the changes you made directly on Officelinx.

Communication Profile tab: IP Office Endpoint Profile

Use this profile to assign a new or an existing user to a System Manager device in User Management.

While adding a user, if you choose to assign a CM endpoint profile and an IP Office endpoint profile to the user, then the system uses the IP Office endpoint profile as the survivability option for the CM endpoint profile. That is, the endpoint extension used in the CM endpoint profile is also used for creating an IP Office endpoint profile so that when Communication Manager is unavailable, the IP Office device can serve the extension.

Note:

If a Communication Manager endpoint profile is present while adding or editing a user, the user administration functions in the centralized mode. If a Communication Manager endpoint profile is not present, the user administration functions in the distributed mode.

Before you add an IP Office endpoint profile for a centralized user, commit the changes to the Communication Manager endpoint profile and the Session Manager endpoint profile.

Name

Description

System

The list of IP Office device names from which you can select the IP Office device that you associate with the user. You must select the template.

Template

The list of user templates from which you can select your preferred template to set the user configurations. You must select the template.

Use Existing Extension

Select the check box to use an existing endpoint extension to associate with this profile. If you do not select this check box, the system uses the available extensions.

Extension

The extension of the endpoint. You must select the extension.

The field lists the endpoints, existing or available, based on the option you selected in the Use Existing Endpoints check box.

Endpoint Editor

Starts the IP Office application where you can edit or view the details of the IP Office endpoint.

After you save the changes in the IP Office manager, the system updates the modified data on the device or database only when you commit the changes on the User Profile | Edit | <User Name> page.

Module-Port

The module port combination list for IP Office analog extensions. You must select Module-Port for centralized users with Set Type as Analog.

Set Type

The set type for the IP Office endpoint profile. By default, the Set Type field is disabled. If you select a template, the system populates the set type.

Delete Extension On User Delete

The option to delete the extension associated with the user while deleting the user. By default, this check box is clear. This option is available for communication profiles associated with Analog and Digital set types.

Communication Profile tab: Equinox Conferencing

Name

Description

Equinox User Password

The Equinox user password.

Virtual Room Number

The virtual room number of the Equinox user.

Communication Profile tab: Presence Profile

You can create Presence profiles only for the default communication profile.

Name

Description

System

The Presence Services instance that is the home Presence Services server for the user. You must select an instance. As a home server, the Presence Services instance can perform the following for the communication profile:

  • Aggregate presence

  • Archive instant messages if the Instant Messages option is enabled

SIP Entity

The option to route the SIP-based messages through Presence Services.

This system selects the SIP entity if you select a Presence Services instance in the System field. SIP Entity is read-only. If the system cannot identify a SIP entity, an appropriate error message is displayed in the field.

IM Gateway SIP Entity

The Presence Services instance for the user.

Publish Presence with AES Collector

The option that determines if Presence Services must publish presence with AES Collector. The options are:

  • System Default

  • Off

  • On

The default is System Default. You can change the default value. You do not require to configure AES Collector in the Presence Services server.

Communication Profile tab: Work Assignment Profile

Name

Description

Account

The account name.

Account Address

The account address.

Source

The source name.

Source Address

The source address.

When you click Resource Details, Account Details, or Source Details, the system displays the Assignment Management page in Work Assignment.

Button

Description

Resource Details

Displays the Assignment Management page where you can configure assignment targets for the user.

You can assign resource details to an agent only when the user has the Work Assignment profile assigned to the user.

Account Details

Displays the text box where you can add or modify the account name and account address.

You can add attributes to the account when the account is added to the agent.

Source Details

Displays the text box where you can add or modify the source name and source address.

You can add properties and attributes to the source when the source already exists.

Membership tab: Roles

Name

Description

Select check box

Use this check box to select a role. Use the check box displayed in the first column of the header row to select all the roles assigned to the user account.

Name

The name of the role.

Description

A brief description about the role.

Button

Description

Assign Roles

Displays the Assign Role page to assign the roles to the user account.

Unassign Roles

Removes the selected role from the list of roles associated with the user account.

Membership tab: Group Membership

Name

Description

Select check box

Use this check box to select a group.

Name

The name of the group.

Type

The group type based on the resources.

Hierarchy

The position of the group in the hierarchy.

Description

A brief description about the group.

Button

Description

Add To group

Displays the Assign Groups page to add the user to a group.

Remove From Group

Removes the user from the selected group.

Contacts tab: Default Contact List

Name

Description

Description

A brief description of the contact list.

Contacts tab: Associated Contacts

Note:

Adding a private contact to a user is a two-step process. First, you add the private contact and then you add the new private contact to the associated contacts. Ensure that you commit your updates after you add the private contact.

Name

Description

Last Name

The last name of the contact.

First Name

The first name of the contact.

Scope

The categorization of the contact based on whether the contact is a public or private contact.

Speed Dial

The value specifies whether the speed dial is set for the contact or not.

Speed Dial Entry

The reduced number that represents the speed dial number.

Presence Buddy

The value specifies whether you can monitor the presence information of the contact or not. A false value indicates you cannot track the presence of the contact.

Button

Description

Edit

Displays the Edit Contact List Member page. Use this page to modify the information of the selected contact.

Add

Displays the Attach Contacts page. Use this page to select one or more contacts from the list of contacts.

In the Multi Tenancy environment, when the tenant administrator of a tenant creates or updates the user, the administrator can attach only the following contacts:

  • Private contacts of the user

  • Public contacts

  • Users who belong to that tenant

Remove

Removes one or more selected contacts from the list of the associated contacts.

Filter menu

You can find the Filter menu icon next to the name of each column.

Filters the data based on the search criteria.

Contacts tab: Private Contacts

Note:

Adding a private contact to a user is a two-step process. First, you add the private contact and then you add the new private contact to the associated contacts. Ensure that you commit your updates after you add the private contact.

Use this section to add new private contacts, and edit and delete the existing contacts.

Name

Description

Last Name

The last name of the private contact.

First Name

The first name of the private contact.

Display Name

The display name of the private contact.

Contact Address

The address of the private contact.

Description

A brief description about the contact.

Button

Description

Edit

Displays the Edit Private Contact page. Use this page to edit the information of the contact you selected.

New

Displays the New Private Contact page. Use this page to add a new private contact.

Delete

Deletes the selected contacts.

Filter menu

You can find the Filter menu icon next to the name of each column.

Filters the data based on the search criteria.

Common buttons

Button

Description

Commit & Continue

Creates the user account in the database and retains you on the same page for further modifications.

Commit

Creates the user account and takes you to the User Management page.

Cancel

Cancels the user creation operation.