UC Management Centre - Telussupport.exchange.telus.com/en/Administrative Control... · 2020. 2....

Customer admin guide

UC Management Centre

June 2013

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Contents

1. Introduction

1.1 Logging into the UC Management Centre

1.2 Language Options

1.3 Navigating Around the UC Management Centre

2. Customers

2.1 Organizational Structure

2.1.1 Create an Organization Unit

2.1.2 Rename or Delete an Organizational Unit

2.1.3 Adding Exchange Objects to Organizational Units

3. Users

3.1 Types of Users

3.2 Create a New User

3.2.1 Creating a New User via the New User Wizard

3.3 User Services Management

3.3.1 Provisioning Status Indicator

3.3.2 Provision a Service to a User

3.3.3 De-Provision a Service From a User

3.3.4 TELUS Business Email Service, Powered by Microsoft Exchange

3.3.5 BlackBerry Sync Service

3.3.6 TELUS Instant Connect Service, Powered by Microsoft Office

Communications Server

3.3.7 TELUS Business Workspace Service, Powered by

Microsoft SharePoint

3.4 User Search

3.4.1 User Filter

3.4.2 Advanced User Search

3.5 User Functions

3.5.1 Edit User

3.5.2 Disable/Enable a User

3.5.3 Impersonate

3.5.4 Delete

3.5.5 Copy User

3.5.6 De-Provision

3.5.7 Provision

3.5.8 Account Status

3.6 Multiple User Provisioning

3.7 Bulk User Import

3.7.1 Download Excel Templates (Bulk User Import Processing

Completed in the Front End of the System)

3.7.2 Add User Information to Excel Spreadsheets

3.7.3 Import Updated Excel Template into the UC Management Centre

and Provision the Changes

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Contents cont.

3.8 Locations & Departments

3.8.1 Locations

3.8.2 Departments

4. Services

4.1 DNS Management

4.1.1 Management of DNS Zones

4.1.2 Management of DNS Sub-Zones

4.2 Active Directory (AD) Sync Download

4.3 Exchange

5. Reporting

5.1 Customer Reports

5.2 Viewing Reports

5.3 Exporting Reports

6. Configuration

6.1 Manage User Groups

6.1.1 Create a User Group

6.2 Email Notification

7. Password

7.1 Change Password

7.2 Manage Security Questions

8. Password Policies

8.1 Password Expiry Notification Emails

UC management centre: customer admin guide 4

1. IntroductionThis guide provides helpful tips and information on how to navigate around the UC Management

Centre user interface and use the features that the UC Management Centre offers.

Services provisioned via the UC Management Centre include:

■ TELUS Business Email, connected to Microsoft Exchange

■ TELUS Workspace, connected to Microsoft SharePoint

■ TELUS Instant Connect, connected to Microsoft Office Communication Server

1.1 Logging into the UC Management Centre.

1. Go to: TELUS.com/ManageUC.

2. Enter your User name and Password and click Log On.

a. The Password field is case sensitive.

b. Selecting the Remember Me check box will ensure that your user name is remembered

when you next log into the site’s Log On Page.

c. The UC Management Centre allows users to change their password at login. Click

Account Locked or forgotten your password to display the password reset feature.

Proceed through the wizard and enter a new password. Re-enter the new password to

verify and click Log On. The new password will be saved in the user’s account.

Note

Depending on your configuration, the system can be set to enforce passwords to be of a

certain level of complexity (Mix of lower and upper case, use of numbers and use of other

characters) as well as stop you from re-using previous passwords. For more information, visit

Section 8. Password Policies (below).


1.2 Language Options

The Language field on the UC Management Centre Log On screen allows you to change the

language in which you will view the control panel. By default, the language is set to English.

To view the control panel in French, click the language drop-down list and select Français.

Your selected language will be remembered next time you login into the UC Management

Centre using the same computer.

1.3 Navigating Around the UC Management Centre.

The UC Management Centre User Interface is made up of different web pages that relate

to specific functions and services. The following links appear in the top menu bar when you

login to the UC Management Centre.

Icon Description

Home HomeTakes you back to the Home Page.

Customers CustomersAllows you to:

■ Manage your company’s details. ■ Manage your company’s organizational structure. ■ Manage Locations & Departments.

Users UsersAllows you to complete the following user management tasks:

■ Create new users. ■ Manage existing users. ■ Complete a bulk user import. ■ Configure email settings.

Services ServicesAllows you to complete the following service-related admin tasks:

■ Manage Exchange services such as distribution groups, contacts, etc. ■ Manage DNS Management. ■ Set up AD Sync.

Reports ReportsAllows you to view available reports.

Help HelpTakes you to the TELUS support site.

Username UsernameAllows you to:

■ Change your password. ■ Manage your security questions.

Log off Log offCloses your session and navigates to the UC Management Centre Logon page.


2. Customers

The Customers screen allows you to view and edit certain details about your company.

To access the Customers screen, select Customers from the top menu bar and select

Customers from the drop-down menu.

2.1 Organizational Structure

The Organizational Structure screen allows you to manage your objects (users and groups)

into different containers, or Organizational Units (OU’s), according to your security and

administrative requirements.

2.1.1 Create an Organization Unit:

1. To access the Organizational Structure screen, select Customers from the top menu bar

and select Configuration > Organizational Structure > User Specified Groups from

the drop-down menu.

2. For each customer, the root OU will be displayed as “Customer Base”. This OU cannot

be removed or renamed on the UC Management Centre and all OU’s created will be

saved underneath this root OU. To add a container directly under the root OU, ensure

“Customer Base” is highlighted and “\” is displayed for the Full Path.

3. Enter the new OU’s name and select Create.

4. To create a sub OU under an existing OU, highlight the parent OU under “Structure

Selection”. The Full Path property will be updated. Add the sub OU to the parent OU.


2.1.2 Rename or Delete an Organizational Unit:

1. To access the Organizational Structure screen, select Customers from the top menu bar

and select Configuration > Organizational Structure > User Specified Groups from

the drop-down menu.

2. Under Structure Selection, highlight the organization unit that is to be renamed or

deleted.

3. If the organization unit is to be renamed, edit the current name in Current Container and

select Update.

4. If the organization unit is to be deleted, select Delete. The control panel will request

confirmation that the OU is to be deleted, select OK. Any user objects that were

assigned to this OU will be moved to the root customer OU (“Customer Base”) where the

customer’s Customer Administrator can manage the user account.

2.1.3 Adding Exchange Objects to Organizational Units.

Assigning an Exchange Object to an Organizational Structure Unit allows that unit’s

administrator to manage the Contact through the control panel. For information on how to

designate a user as an administrator for an Organization Structure Unit, see Section 6.1

“Manage User Groups” in this guide.

Note that in order to add Exchange Objects to Organizational Units, you must set your

Organizational Structure to User Specified.

To set your Organizational Structure to User Specified:

1. Click on Customers on the top menu bar and select Customers from the drop-down

menu.

2. Click on your company’s name to expand the Customer Functions menu and click on

Edit Customer.

3. Click on Advanced Properties to expand the menu.

4. Under the Organizational Structure dropdown, choose User Specified.

5. Click Provision to make the change.


Assigning a User to an Organizational Structure Unit:

1. Select Users from the top menu bar and then select Users from the drop-down menu.

2. Click on the name of the user that you would like to assign to the Organizational Structure

Unit to expand the User Functions menu.

3. Click on Edit User.

4. On the Organizational Structure tree diagram under the User Details menu, click on

the Organizational Structure Unit to which you would like to assign your selected user.

The unit should appear highlighted. The default value is Customer Base.

5. Click Provision to apply your changes.

3. UsersThe Users screen displays all users within your organization. To access the Users screen,

click the Users option on the UC Management Centre top menu bar.

Within User Management, the following features can be used:

■ Add a New User.

■ Export all users’ information.

■ Import a group of new users/existing users from Microsoft Excel.

■ Edit existing users’ details.

■ Apply a change to multiple users.


Users are sorted in alphabetical order by Last Name, followed by First Name.

The Users table can be filtered using specific filtering criteria under the Filter Fields menu.

The Advanced Search allows the end-user to search for a specific user.

When a user is selected, available user functions and the current status of the user’s account

is displayed.

3.1 Types of Users.

The UC Management Centre supports different user security access levels. These security

access levels are linked to different icons, allowing easy identification of a user’s role when

reviewing a list of users.

User Descriptions:

Key to User Service Symbols:

User Icon Description

Enabled UserEnd User.

Customer AdministratorFull Service Administrator.

Account Disabled / SuspendedThe user role has been suspended and the user can no longer log into the system or hosted services. The user’s services remain provisioned to the user’s account.

Account ExpiredThe user’s system account has expired and the user can no longer log onto the system or hosted services. The user’s services remain provisioned to the user’s account.

Remote Active Directory / TELUS AD Sync UserThe user’s details, including password, are saved and managed on a remote Active Directory Forest. The user’s password cannot be updated on the UC Management Centre user interface.

Symbol Description

Number of Services that have been provisioned to a user. If selected, the UC Management Centre will go directly to the Provision User Services screen for that specific user.

Drop-down information bar. If selected, all services provisioned to that user will be listed. If a service is selected, the UC Management Centre will go to the service’s User Set-up iframe for the user where the service properties can be viewed.

Service Provisioning Error has occurred and is outstanding. Click the icon to display the impacted service. Click the Service to go to the service’s User Set-up iframe to view the Provisioning Error title and description.


3.2 Create a New User.

There are three ways to add a new user to the UC Management Centre:

■ New User Wizard

■ Copy User

■ Bulk User Import

3.2.1 Creating a New User via the New User Wizard:

1. Click the Users icon on the UC Management Centre menu bar and select New User.

Alternatively, on the User Management menu on the left hand side of the screen, click

New User.

The new user wizard screen will appear:


2. Add the user’s username (User Principal Name), inputting the username and selecting a

domain from the drop-down list.

This is an alternative login name that can be used instead of the Username.

The UC Management Centre will auto populate the Username field. The value can be

manually overridden before the user is saved to the customer.

The Username must be unique. If the Username already exists in the system, the UC

Management Centre will display an error message when you click Provision.

The Username field will automatically be populated with the username. The Username can

be changed.

The customer’s short name will appear beside the Username as “_<CustomerShortName>”.

If a user attempts to log into an application, they must include the customer’s short name.

The Username cannot be changed after the user has been created in the system.

3. Enter the user’s first name and last name. The Display Name field will be automatically

populated with these values and can be manually overridden.

4. Optional: Click Additional User Properties to add non-mandatory user information.

5. Assign the required Location and Department for the user from the available drop-down

lists. These values are configured at the individual customer level and will vary. The default

setting is Unassigned and the user will be saved with these settings if no other values are

available.

6. Enter the user’s contact details — address and phone numbers.

7. Enter the user’s organizational and general details. If required, add values to the two

Custom fields.

If required, enter the user’s email address. This email may be an external email address

that is not managed by TELUS. It is recommended to use this field under the following

circumstances:

■ The user does not use the Business Email Service and

■ The user’s email address needs to be saved so that it can be used in other services

(e.g. SharePoint), or

■ If saving a secondary email address for contacting the user.


8. In the Password Configuration section, enter a password and re-enter the password

again to verify.

Note

It is possible a password policy is in place for users within the customer, please see the

Password Policies section at the end of the document for clarification as it can affect

passwords you can use and when your users need to reset their passwords.

If you have a password policy set up on your account, the complexity requirements of the

password will not be validated when initially creating the user. It is recommended that you set

the “Change Password at Logon” flag (see below) which will force the user to enter their own

password at first logon. If following this process you should request your user to initially log

onto the UC management portal to get their account password set correctly.

9. Optional: Expand the Account Settings section to configure the following user account

settings:

Set Password to Never Expire.

This option will be displayed if the user’s customer has been configured to allow users to

have a password that never expires. If “Yes” is selected, the UC Management Centre will

not ask the user to reset their password at regular intervals.

Change Password at Log On.

If “Yes” is selected, the new user will be prompted to change their password when they

log into the UC Management Centre for the first time. The user will not be able to use any

services with which they have been provisioned until they change their password.

Account Disabled

If “Yes” is selected, the user’s account will be suspended and the user will not be able to

access any services with which they have been provisioned.

Account Locked

This field will always default to No.

Account Expires

If “End of” is selected, the screen will refresh and display a calendar. Select an end date

for the user’s account.

If an end date is selected, the UC Management Centre will automatically suspend the

user’s account on the next calendar day and they will not be able to access the UC

Management Centre or any related services. Leave setting at “Never” if the user’s account

does not need to expire.

This setting does not define the Password Expiry date (expiry date for current password).

This is configured by TELUS on the domain’s Group Policy.


Password Expires

After a user has been created, the account settings section for that user will display

an additional field called Password Expires under the Account Expires setting. The

Password Expires value is a read only value and represents the date when the user’s

password will expire. On that date, the user will be asked to change their password when

they log into the UC Management Centre.

The user will automatically be assigned standard user rights, with access to service-

related Web pages granted when the user is provisioned with a service. To assign

Customer Administrator permissions to a user, click Advanced Options and select

Customer Administrator.

10. Optional: Expand the Email Addresses section to add an email address for the user. If

no email address is added, the UC Management Centre will add the username as the

default. This will be set as the user’s primary email address and will be used to send any

system-generated emails to the user.

To add another email to the user, click Add and input the new email name. Select the

required domain from the drop-down list. The list should contain all the domains that

have been configured to the customer.

Select Primary Address if the new email address will be the user’s primary email

address. The primary email address flag cannot be assigned to multiple email addresses.

Click Update to save the changes.

All remaining email addresses where the Primary Address flag is not set are called email

aliases. An unlimited number of email aliases can be assigned to a user.

11. Click Provision to save the user to the customer. The UC Management Centre will

automatically go to the User Services screen.


3.3 User Services Management.

3.3.1 Provisioning Status Indicator.

The provisioning status indicator allows you to monitor the progress of your provisioning

requests.

Some provisioning requests can take a considerable amount of time to change from one

status to another due to the complexity of the request and/or the number of requests that

the system is processing.

Status Descriptions:

3.3.2 Provision a Service to a User:

1. Click the Users option on the menu bar and select Users. All users listed in your selected

organization will be displayed.

2. Select the user to whom you would like to provision services.

3. Select the Services function. The User Services screen will appear. All services that have

been configured and enabled for the selected customer will appear.

Status Description

Not ProvisionedItem has either never been provisioned or has been de-provisioned.

QueuedRequest submitted to the Provisioning Engine. Item has been queued for provisioning or de-provisioning.

Provisioning in ProgressThe provisioning engine is working on the request.

ProvisionedItem successfully provisioned.

Pending ChangesItem requires further configuration before it can be provisioned. This status can appear when copying an existing user’s services.

Provisioning FailedAn error occurred while processing the provisioning request. Select the item to view its configuration properties and the provisioning error description.


4. Select the required service and configure the user’s service settings.

5. Clicking Service Settings will display the advanced service properties for that particular

service. These properties will vary by service and there may be no properties for some

simple services.

6. Click Provision to add the user to the service. The user will be provisioned with the

service and will be able to access the hosted application.

Additional menu options may appear on the user menu bar associated with the

provisioned service.

Note

A user cannot be provisioned with services if he has been suspended or de-provisioned.

3.3.3 De-Provision a Service From a User.

The User Services screen is also used to de-provision a servicer from a user.

1. Select the required service. The service’s provision status will be green (Provisioned).

2. Click De-Provision. The provisioning icon’s status for the service will change to grey

(Deprovisioned).

The user will be de-provisioned from the service and will no longer be able to access the

hosted application.

Any Service menu options that were related to the service will be removed from the menu

bar when the user again logs in into the UC Management Centre user interface.

3.3.4 TELUS Business Email, Powered by Microsoft Exchange.

The TELUS Business Email removes the need for you to manage your own premise Exchange

environment. Users are able to access their email using the advanced email and collaboration

services that are available in Microsoft Exchange.

Exchange mailbox settings and features are controlled by the plan each user is subscribed to.

TELUS handles server maintenance and environment management.

For more information on the Business Email, please refer to the Business Email Service

Setup Guide.


3.3.5 BlackBerry Sync

The UC Management Centre allows you to enable a BlackBerry® device to access your

Business Email service mailbox.

For information on how to provision BlackBerry Sync to a user, please refer to the BlackBerry

Service Setup Guide.

3.3.6 TELUS Instant Connect, Powered by Microsoft Office Communications Server.

Office Communications Server 2007 delivers streamlined communications for users so they

can find and communicate with the right person, at the right time, from the applications they

use most.

For more information on Instant Connect, please refer to the Instant Connect Service Setup

Guide and the Instant Connect Service User Guide.

3.3.7 TELUS Business Workspace, Powered by Microsoft SharePoint.

Microsoft SharePoint is designed to enable your company to publish a Web site(s) that

can be used to share documents and information with a wide variety of audiences in a

controlled manner.

Multiple SharePoint Sites can be provisioned to a customer. Each instance will include the

site’s URL within the Service Name.

Example: SharePoint Site URL address is http://aabc.devtest.local; the Instance Name will

be displayed as SharePoint Service – aabc.devtest.local.

For information on how to provision Workspace to a user, please refer to the Workspace

Service Setup Guide.


3.4 User Search

3.4.1 User Filter

The User Filter toolbar appears on the Users page. It allows the end-user to filter the User

table.

1. Select the keyword to use for filtering from the drop-down list. The keywords are:

■ User ID

■ Username

■ Firstname

■ Surname

■ Location

■ Department

2. Click the letter you want the keyword to start with. The screen will automatically refresh,

applying the filter to the Users table.

3. At the top left-hand side of the Users table, the UC Management Centre will confirm how

many users were found after the filter was applied.

4. If more than 20 users exist in the table, page navigation buttons will appear at the top

right of the Users table. Use these icons to navigate through the users.

5. To list all users, click View All.

3.4.2 Advanced User Search.

The Advanced User Search toolbar appears on the Users screen and allows the end-user to

define their user searches using additional user parameters.

continued on next page


More than one parameter can be selected to complete the user search.

Click Search after selecting the parameters.

User ID

Enter a letter to list all users whose user ID starts with the specified letter.

Username

Enter a letter to list all users whose Username starts with the specified letter.

First Name

Enter a letter to list all users whose first name starts with the specified letter.

Last Name

Enter a letter to list all users whose last name starts with the specified letter.

Service Filter/Service.

Select from the drop-down list of configured services. All users that are provisioned with the

selected service will be listed.

Service Filter/Access Level.

Select from the drop-down list of Service Access Levels. All users attached to the selected

Service Access Level Security Group will be listed.


Account Status

Click the expand arrow to view additional user account status options that can be applied to

the user search:

■ Account must be locked.

■ Account must be suspended.

■ Account must be expired.

Additional Options

Click the expand arrow to view additional search options that can be applied to the customer

search.

Location

Select from the drop-down list of configured locations. All users that are saved to the

specified location will be listed.

Department

Select from the drop-down list of configured departments. All users that are saved to the

specified department will be listed.


3.5 User Functions

The User Functions screen allows you to perform specific actions on a user.

Access the User Functions Screen:

1. Click the Users icon on the top menu bar and select Users from the drop-down menu.

2. Select the desired user. The User Functions screen will appear.

The following user functions are available:

Generic information regarding the user’s account will appear under the Account Status

section (e.g. the password expiry date).

Function Description

Services Manage and configure the user’s services.

Edit User Edit user’s properties (User details, Email Addresses & Account Settings).

Suspend / Enable Suspend the user’s account. If a user is suspended, the Enable function will be displayed.

Impersonate Impersonate a user and navigate through the UC Management Centre as that user.

Delete Delete the user’s account from the system.

Copy User Create a new user using an existing user’s details, including the user’s configured services as a base input.

Deprovision User will no longer be able to use the services.

Provision Provisions the user with the UC Management Centre; the user will become fully enabled.


3.5.1 Edit User

Use the Edit User function to modify an existing user’s details.

This function should be used when you need to reset a user’s password or unlock their user

account.

1. On the top menu bar select Users and then select Users from the drop-down menu.

2. Select the user to display the User Functions screen.

3. Click Edit User.

4. The User Properties are displayed. Make the necessary changes.

a. User Details

■ Username: Can be used for logging into the various systems. Cannot be edited after

the user is created.

■ First Name: User’s first name.

■ Last Name: User’s last name.

■ Display Name: The user’s display name. This will be displayed within the UC

Management Centre and provisioned services.

■ Additional User Properties - Click the link to edit other user properties, including the

user’s address, telephone contact numbers, and organizational information.

b. Password Reset

The user’s password can be reset to a new password if they have forgotten their old

password.

c. Account Settings

The user’s account setup can be changed under Account Settings. If the user has

locked himself out of the UC Management Centre, the Customer Administrator can

unlock the account by clicking the “No” button for “Account Locked” and selecting

Provision.

Any security changes to the user’s account can be made by clicking Advanced

Options and adding roles to the existing user’s profile.


d. Email Addresses

Additional email addresses can be added or removed from the user. Remember to

click Update to save the email changes before clicking Provision.

5. Click Provision to save the changes.

3.5.2 Disable/Enable a User.

Disabling a User:



3. Click Disable. The user will be suspended and will appear with a icon on the Users

screen.

When the user is suspended, they will not be able to access any of the services that

have been provisioned to their user account and will not be able to log into the UC

Management Centre.

The user’s services must be managed by a Customer Administrator while the user is

suspended.

Enabling a User.

Note that when a user has been suspended, the suspend option will be replaced with

“Enable” on the User Functions screen.



3. Click Enable. The user’s account will become enabled again. The user will be able to

access all the services that have been provisioned to the user account and log into the

UC Management Centre.


3.5.3 Impersonate

Impersonating a user allows you to see what the user can access/view within the UC

Management Centre user interface. It is a good tool to use when troubleshooting an end-

user’s system problem.



3. Click Impersonate.

The impersonation will take immediate effect and the UC Management Centre will go

directly to the Home Page of the impersonated user. The UC Management Centre screen

will display the impersonation details at the top right, between the menu bar and the main

window.

To return to your own user account, click your Display Name (in orange) or click the logout

icon on the menu bar. The UC Management Centre will go back to the customer’s Users

screen.

Note

Each user can impersonate a maximum of one user. This is true even if the user you are

impersonating has full Customer Administrator security rights.

3.5.4 Delete

The Delete function will permanently remove the user from the UC Management Centre

user interface.

To delete a user from the UC Management Centre, the user must first be de-provisioned. The

Delete function will not be available until the user is de-provisioned.





3. Click Delete.

4. The system will ask: “Do you want to delete this user?” Click Yes. The user will be deleted

from the Users screen.

Note

If only one user exists within an organization, the Delete function will remain suspended even

when the user’s status is De-provisioned.

3.5.5 Copy User

The Copy User function allows Customer Administrators to create new users by copying

an existing user’s profile. The default details that are copied from the original user are user

account settings and service configuration.


2. Select the user you want to copy to your new user to display the User Functions screen.

3. Click Copy User.

4. The New User wizard will appear under the original username.

A new section called Copy Services will appear, displaying the services that the original

user has been provisioned with.

5. Enter the new user’s details.

6. Click Copy Services and clear any services that you do not want to be provisioned to

the new user.



7. Click Provision to save the changes. The user and the selected services will be

provisioned.

Note

Some services (e.g. SQL Hosting), additional configuration is required and the service will

appear on the User Services screen with a blue provisioning status. These services need to

be manually provisioned before the user can access them.

When provisioning the TELUS Business Email service to a new user via the Copy User

function, the primary email address will default to the new user’s address. If populated, the

values in the additional user properties Title and Web Page will be copied to the new user.

3.5.6 De-Provision

WARNING

The De-provision function will delete the user’s account and remove the user from all

its provisioned services. User information such as the user’s Exchange mailbox will be

permanently deleted.

1. Go to the customer’s Users page.

2. Select the user to display the available user functions.

3. Click De-Provision.

4. The system will ask: “Do you want to de-provision this user?” Click Yes. The user will

no longer be able to use any of its provisioned services or be able to log into the UC

Management Centre interface.

The user’s provisioning status on the UC Management Centre will change to grey (de-

provisioned). To remove the user completely from the system, click Delete.

Once a user is de-provisioned, the only user functions available to manage this user are:

Edit/Delete/Provision.

A de-provisioned user’s details can be used to copy and create a new user.


De-Provisioning a User Versus Disabling a User.

De-provisioning a user may appear similar to disabling a user; however, it is NOT. There are

two very important differences:

■ Disabling a user suspends the user’s Active Directory account whereas de-provisioning a

user deletes the user’s Active Directory account.

■ Disabling a user does not remove any services from the user whereas de-provisioning

permanently removes all services from the user.

IF IN DOUBT DISABLE, DO NOT DE-PROVISION!!!

3.5.7 Provision

Provisioning an Existing User.

The Provision function allows an enabled user and its associated services to be re-

provisioned. In most cases, this function is used if something is not working as expected for

the user, and to ensure that the user has been provisioned correctly.

A suspended user can be re-provisioned but will remain suspended until the Enable function

is selected.

■ On the top menu bar select Users and then select Users from the drop-down menu.

■ Select the user you want to re-provision.

■ Click Provision. The user and its attached services will be re-provisioned.

Provisioning a De-Provisioned User.

Provisioning a de-provisioned user can be done via either one of the following functions:

■ The Edit User function.

■ The Provision function.

For both functions, the Password Reset section will be fully expanded and a new password

must be specified before selecting Provision. The re-provisioned user will not be assigned to

any services.


3.5.8 Account Status

The Account Status section displays information about the user’s account.

The data displayed is cached and any recent changes to the user may not be reflected on

the screen immediately. Clicking Refresh Account will query the user’s current account

status and re-display it.

Account Locked

Account Locked is displayed when the user’s account has been locked. This occurs if a

user has had three failed attempts at logging into the UC Management Centre. To unlock an

account, click Edit User and reset the Account Locked settings under Account Settings.

The user account will unlock automatically after ten minutes, at which point the user can re-

attempt to log in.

Password Expiry Date.

Displays the user’s password expiry date when the expiry date has been reached. The first

time that the user attempts to log into the system after the expiry date has passed, the UC

Management Centre will request a change of password.

Account Expiry Date.

Displays the account expiry date at all times if the user has been set up with an account that

has a defined end date. When the date has passed, the user will not be able to log into the

UC Management Centre and their provisioned hosted services.

3.6 Multiple User Provisioning.

The UC Management Centre allows Customer Administrators to complete a specific

transaction on multiple users.




2. Search for the customer users that are to be modified using the Customer Management

search function.

3. Click the expand arrow in the Multi User Selection section. The box will expand and

display all of the user functions that can be applied to multiple users. The Users table will

be updated with a new column of check boxes.

Multi User Functions Description

Select All Users All users attached to the customer will be selected.

Clear All Users All users attached to the customer will be de-selected.

Services Provision a service (basic version) to all selected users.

Suspend Suspend all selected user’s accounts. Press PF5 to refresh the screen and the user icons.

Enable Enable all selected user’s accounts. Press PF5 to refresh the screen and the user icons.

Provision Provision all selected users.

De-Provision De-provision all selected users.

Delete Delete all selected users. Note that users must be de-provisioned before they can be deleted.



4. Select the desired users.

5. Select the required function. A bulk provisioning request will be generated for all users.

For the Services function, the UC Management Centre will go to the User Services -

Multiple Users screen.

All of the services will appear with a blue provisioning status.

Select the service that you want to provision to the users, make the necessary changes

and click Provision. The service provisioning status will change from blue to green. If

“De-provision” is selected, the provisioning status will change from blue to grey.

Notes

1. Only generic service settings can be selected when provisioning to multiple users such as

Service Access Levels. To configure specific service settings that only apply to a user, use

the User Services screen.

2. Instant Connect Service is not able to be provisioned via multi-user provisioning. To

provision Instant Connect to a user, use the User Services screen.

3.7 Bulk User Import.

The Bulk User Import feature can be used to:

■ Create and provision a large number of new users in a single transaction.

■ Import bulk changes to existing users, for example, organizational restructuring.



The process is a three-phase approach, which involves saving a system-generated

template in Excel, inputting the necessary data and importing the template back into the UC

Management Centre.

The Bulk User Import feature offers a fast way to create and update multiple users within a

customer; however, it does not support the provisioning of services to a user. To add services

to a user, use the user Services function.

WARNING

To ensure that the feature works effectively, do not rename the Excel Template column

headings or leave blank rows between user accounts.

The feature is compatible with Excel versions 2000, 2003 & 2007.

3.7.1 Download Excel Templates (Bulk User Import Processing Completed in the

Front End of the System):

1. Click the Users icon on the top menu bar, and select Bulk User Import from the drop-

down menu.

2. Select the template you want to download and use:

New Users Template: For a blank Excel template on which you can add new users.

Existing Users Template: For a populated Excel template containing all the customer’s

existing users’ information.

3. Click either Open or Save. The template file must be saved before importing it back into

the UC Management Centre.



HintIf you are not sure of the data inputs for a new user, download the Existing Users Template and

add the new users under the existing users’ data, referring to the existing users’ data for the type

of data to input.

3.7.2 Add User Information to Excel Spreadsheets.

To assist with data input, Row 1 of the spreadsheet is populated with the data items;

additional help comments for a data item are marked with . Move your mouse over the

column’s heading to view the additional comments.

1. Add new users to the spreadsheet; do not leave blank rows between Row 1 and users.

For the user’s account details, select a value from the cell’s drop-down list. For New

Users, ensure that a password is entered.

2. If modifying existing users, change the appropriate details for the impacted users. Users

that do not require editing can either be left on the spreadsheet or deleted from the

template.

Note

The Location and Department values must be present in the UC Management Centre if

changing these values. If the values are not present in the UC Management Centre, the user

will be assigned to the default setting - Unassigned.

3. Save all changes made to the Excel spreadsheet.

4. Close the spreadsheet.

3.7.3 Import Updated Excel Template into the UC Management Centre and

Provision the Changes:

1. Click the User Management icon on the menu bar again and then Bulk User Import.

2. Click Browse and locate the saved Excel file.



3. Add a description (optional) to help identify the file and click Upload.

4. The UC Management Centre will verify the specified file and refresh the screen with the

file’s details. The Bulk User Import list will expand as more files are uploaded to the UC

Management Centre.

5. Click the request to review the import details.

The Download feature can be used to download a copy of the uploaded file. This feature

can be used to create customized templates.

The Delete feature will delete the file from the Bulk User Import File list when it is no longer

required.

6. Click Import to validate the user information.

7. The Bulk User Import screen will appear, listing all the new users to be added to the UC

Management Centre.



If changes have been made to existing users, click the Existing Users option button to

display all existing users.

Any validation errors will be highlighted with a Hover over the icon to view

detailed information about the error.

By default, all users will be selected for user import. Clear users that you do not want

imported to the UC Management Centre. Unedited users that remain selected will be re-

provisioned but no changes will be made to the user.

8. Click Save to complete the user import and update the UC Management Centre with the

latest changes.

The UC Management Centre will return to the Bulk User Import List. Click View to view

detailed information regarding the provisioning request.

Bulk User Import is a fast way to import, create and update multiple users in both the

database and active directory; it does not give the users any services. To apply user

services to a user, you will need to use the UC Management Centre Administration

interface. Click here to view how to add user services.

3.8 Locations & Departments.

The Locations and Departments screens allow the Customer Administrator to add and

manage locations and departments. These screens are available under the Customers

option on the menu bar.

For Departments navigate to: c

For Locations navigate to:

Customers\Configuration\Organizational Structure\Locations

The customer’s users can be assigned to a location and/or department using the Edit User

feature.



3.8.1 Locations

A customer can be set up with an organizational structure using locations and departments.

Once locations and departments have been configured for a customer, its users can be

assigned to the various categories. Assigning users to locations and departments will

determine where the user’s Active Directory details will be stored.

Add Locations to a Customer:

1. Click the Customer option on the menu bar and navigate to Customers >

Configuration > Organizational Structure > Locations. By default, the location will

appear as “Unassigned.” Click Add to create a new location.

2. Enter the new location’s name and click Add.

3. The new location has now been added to the customer. When creating/editing a user, the

Location drop-down list will include the new location. Users can now be assigned to the

location.

Edit an existing location:

1. To edit an existing location, go to the Locations > Edit beside the Location Name that is

to be changed.

2. Make the changes in the text box and click Update to save the changes. The Location

Name has now been changed.

Delete an Existing Location:

A location can only be deleted from the UC Management Centre when no users are attached

to it and the Delete option is displayed.

1. To delete an existing location, go to the Locations > Delete beside the Location Name

that is to be deleted.



2. The system will ask: “Are sure you want to delete this record?” Click OK.

The location is deleted from the system and will not appear in the drop-down list on the

User Properties tab.

To find out which users are assigned to a location, use the Advanced User Search feature

and the Advanced Options on the Users screen.

3.8.2 Departments

A department can be configured to multiple locations when assigned to a user.

Example:

User One has been assigned to Location A and Department Z

User Two has been assigned to Location B and Department Z

Add Departments to a Customer:

1. Click the Customer option on the menu bar and navigate to Customers >

Configuration > Organizational Structure > Departments. By default, the

department will appear as “Unassigned.” Click Add to create a new department.

2. Enter the new department’s name and click Add.

The new department has now been added to the customer. When creating/editing a

user, the Department drop-down list will include the new department. Users can now be

assigned to the department.

Edit an Existing Department:

1. To edit an existing department, go to the Departments > Update beside the Department

Name that is to be changed.

2. Make the change in the text box and click Update to save the changes. The Department

Name has now been changed.


Delete an Existing Department:

A department can only be deleted from the system when no users are attached to it and the

Delete option is displayed.

1. To delete an existing department, go to the Departments > Delete beside the

Department Name that is to be deleted.

2. The system will ask: “Are sure you want to delete this record?” Click OK. The department

is deleted from the system and will not appear in the drop-down list on the User

Properties tab.

To find out which users are assigned to a department, use the Advanced User Search feature

and the Advanced Options on the Users screen.

4. Services4.1 DNS Management

4.1.1 Management of DNS Zones.

The DNS Management screen allows the DNS Service Administrator to create and manage

DNS records that are attached to zones.

Various different types of records can be applied to a zone. Once provisioned, the record’s

details (with the exception of TTL) cannot be changed.

1. Select the Services option from the top Menu Bar and select DNS > DNS Records from

the drop-down menu.

2. The DNS Records screen will appear. Select the required DNS zone from the drop down

list. The page will refresh and display all records that have been configured with the zone.

3. Select New DNS Entry to add a new record to the DNS zone.

4. Add the required record details and select Provision to create the record on the DNS

server.

After the record has been created, with the exception of the TTL property, the record’s

properties cannot be changed.

To change a record you must first deprovision the record, make the required changes and

the re-provision the record.



DNS Records Types Supported by the UC Management Centre:

4.1.2 Management of DNS Sub-Zones.

The DNS Management screen allows the DNS Service Administrator to create DNS

sub-zones. DNS records can then be added to the sub-zones.

Record Type Name Parameters

A IPv4 Host Record Host NameIPv4 AddressTTL (Time to Live)

AAAA IPv6 Host Record Host NameIPv4 AddressTTL

CNAME Alias AliasHost NameTTL

MX Mail Exchanger Host NameTargetPriorityTTL

NS Name Server Host NameTargetTTL

SRV Service Record Host NameTargetServiceProtocolPriorityWeightPortTTL

TXT Generic Text Record Host NameTextTTL



Create a DNZ Sub-Zone:

1. Select the Services option from the top Menu Bar and select DNS > DNS Records from

the drop-down menu.

2. Under the DNS Management sub menu, enter the sub-zone’s name and select the

parent zone from the drop-down list.

3. Click New Sub-Zone to create the sub-zone under the parent zone. The new sub-zone

will now appear in the DNS Filter drop-down list.

4.2 Active Directory (AD) Sync Download.

The TELUS AD User Sync service allows customers to synchronize their own localized

Domain Controller to the TELUS-hosted Domain Controller. The customer’s Domain in

their hosted Domain Controller will be regularly updated with any username and password

changes that have been modified in the customer’s domain controller. All hosted services

that are provisioned to the users will be configured directly to the user objects that are saved

in the hosted domain controller.

For more information on TELUS AD Sync, please refer to the TELUS AD Sync User Guide.

4.3 Exchange

For information on Exchange services, please refer to the Business Email Setup Guide and

the Business Email Service User Guide.

For information on PST Import/Export. Please refer the Business Email Migration Guide.

5. ReportingThe purpose of the Reporting tool is to organize and present information in a report view

using data that has been saved in the UC Management Centre and to support the monthly

billing process.

The UC Management Centre Reports are delivered using Microsoft SQL Server Reporting

Services from within the UC Management Centre. Customer and user data is collated and

processed using a combination of DTS (Data Transformation Services) packages and SQL

databases to produce the reports.

By default, all users will have access to the Reports menu. The user’s security role will

determine what reports will be displayed for selection. It is common for a user not to have

access to view a report(s); in such a case, the Reports Management screen will advise that

no reports are available for selection.


5.1 Customer Reports

Customer Administrators can view reports concerning the services being consumed.

5.2 Viewing Reports

1. Click the Reports option on the top menu bar and select View Reports.

2. Expand the report type sub headings (e.g. Usage Reports) and select the report you want

to view.

3. The Report Setup Page will be displayed with the latest version of the report (yesterday’s

date).

Note

The UC Management Centre user interface extracts the data from the UC Management

Centre SQL database. It may take a couple of minutes for the report to be produced.

4. The editable settings for the report will be listed; edit if required.

5. Select the required Render type and Zoom % from the drop-down lists and click

Generate.

6. The screen will refresh with a new report, defined by the modified settings. If you have

selected a non HTML Render format, a File Download command prompt will appear.

5.3 Exporting Reports

The UC Management Centre allows Customer Administrators to export a generated report in

a variety of different formats directly from the user interface.

1. Access the desired report as described above.

2. On the Select a format drop-down menu, choose the format in which you would like to

export the report (e.g. Excel).

3. Click Export.

4. Select whether to Save or Open the report.


6. Configuration

6.1 Manage User Groups.

User Groups allow specific security permissions to be assigned to a specific organization unit

within a customer and allow you to delegate user administration rights to a specific container/

organization unit.

Example of a scenario where the User Groups functionality could be applied:

A customer may want to delegate user administration rights to a nominated user within a

department. This user can only manage users within the department as well as any exchange

objects that are assigned to the department. The user will not have access to manage other

objects that exist for other departments within the customer.

The Customer Administrator would need to:

1. Create the organization units that represent the company departments.

2. Assign users to the different organization units.

3. Create a user group for each organization unit. These user groups will have specific

security permissions assigned to them.

4. Assign the user group to the nominated user. This user will inherit the security permissions

for the specified organization unit.

6.1.1 Create a User Group:

1. Select Customers\Configuration\Organizational Structure\User Groups and then

choose User Groups on the left hand pane.



2. Select New Role.

3. Add a Name for the User Group. This value will be displayed in the Edit User screen so it

should be meaningful.

4. Add a description for the role (optional).

5. Select the security role that will be assigned to the group. If the Standard Roles radio

button is enabled, the drop down list will display only the Administration roles. If All Roles

radio button is selected, all roles will be displayed.

6. If the user group requires more than one security role assigned to the group, assign the

first user group with security role “A” and then create a second User Group with security

role “B” and which also inherits the first user group (refer to step 7).

7. Enable existing user groups which you want to be part of the new user group in Existing

Group Members. The new user group will inherit the security and organizational unit

permissions of the selected groups.



8. Enable the organization unit(s) that the user group will be able to view and manage.

There may be up to four types of permissions that can be applied to the OU. To add

a specific permission, continue to click the radio button until the desired permission is

displayed:

Assigning a User to a User Group:

In order to assign a user to a User Group, you must set your Organizational Structure to

User Specified. To set your Organizational Structure to User Specified:

1. Click on Customers on the top menu bar and select Customers from the

drop-down menu.

2. Click on your company’s name to expand the Customer Functions Menu > Edit

Customer.

3. Click on Advanced Properties to expand the menu.

4. Under Organizational Structure, enable the radio button next to User Specified.

Assigning a User to a User Group:

1. Select Users from the top menu bar and then select Users from the drop-down menu.

2. Click on the name of the user that you would like to assign to the Organizational Structure

Unit to expand the User Functions menu.

3. Click on Edit User > Account Settings > Advanced Options.

4. Under the User Groups field, enable the radio buttons next to the User Groups to which

you would like to assign your selected user.

NoneThe user will not be able to view objects in this OUContainerThe user will be able to view and manage objects within the selected OU only

Sub ContainersThe user will be able to view and manage objects in the container’s sub OU’s only. They would not be able to manage the objects in the parent container. If selected, the permission controls for the sub OUs are greyed out.

Container & Sub-ContainersThe user will be able to view and manage objects on the selected OU and its sub OUs. If selected, the permission controls for the sub OUs are greyed out.


Note

You can assign a user to more than one User Group.

5. Click Provision to apply your changes.

6.2 Email Notification

The Email Notification screen allows you to set up and configure email templates that are

triggered and sent out automatically when specific events take place on the UC Management

Centre.

For Example

A new user is saved on the UC Management Centre. A provisioning request will be

created and trigger the “New User Information Welcome Email” to be sent to the user’s

primary email address.

Accessing the Email Notification Screen:

Navigate to the Customers > Configuration > Email Notification option.

Search Filter

The Search Filter allows the end-user to filter the results in the email notification table.

Selecting a value for one of the drop-down lists will refresh the table and only display the

email templates that have the specified filter as one of its attributes.

■ Event - This is the provisioning action that will trigger the email to be sent, e.g.) User

Provision

■ Recipient - This is target audience of the email. e.g. Customer/User.

■ Service - This option will list all templates that have been configured to the specific

service.

■ Customer Type – This option will filter by the type of customer who will receive the alert.


To Create a New Message:

1. On the Create Messages menu, select the following information from the drop-down

menus:

■ Event – The Event is the trigger that will send the email. The drop down list includes

events such as User Provision. A new email template must be attached to an event.

■ Recipient – The Recipient is the target audience for the email. A new email template

must be attached to a recipient.

■ Service – This is an optional attribute and allows you to create specific service emails

when provisioning a service to a customer/user. The content of the emails can vary

between the services that have been provisioned.

■ Customer Type – Choose “Full Customer”.

2. Click on New Message. The screen will refresh and the detailed Email Content iframe will

be displayed.

3. Settings section:



■ Status - To enable the email template, check the Enabled box for “Status”.

■ Frequency - The frequency property determines how often the email should be sent to

the recipient for the same event. If the property is not checked for “Sent Once”, every

time the object (user) is re-provisioned, the email template will be sent to the recipient.

When “Sent Once” is checked, the email will only be sent out on the first event trigger.

■ Modification – Checking Read-Only prevents anyone from being able to modify the

message contents.

4. Recipients section:

The Recipients section allows you to define who will be receiving the email and where

the email will be sent from. For properties “To”, “CC” and “BCC”, there are five types of

recipients that can be configured for the template. More than one recipient type can be

configured for an email template.

■ Custom - The Custom type allows you to add a customized email address or a

common pattern that uses key system properties. For example {UserExternalEmail}

will send the email to the value that was specified in the user’s External Email Address

property.

■ User - The User type will allow you to select a username that is active within your

company.

■ Customer - This type allows you to select your company’s contact person. Enter the

Customer Name and when “Add” is selected, the customer’s contact person’s details

will be populated beside the Customer Name.

■ Role - The Role type allows you to add a role as a recipient. All of your company’s

users that are attached to the selected role will receive the email.



5. Enter a “From Address” The user of this email address will be notified when emails have

failed to be sent to the recipients.

6. Enter a “From Display” name for the email sender. This value does not need to equal the

“From Address” value.

7. Message section:

Complete the fields as follows:

■ Language - Select the “Language” from the drop down list that is required for the

email.

■ Subject - Insert an email title.

■ Attachments - Enable any attachments that are to be attached to the email. The

listed attachments are added to the system via the Attachments screen. For more

information on managing attachments, refer to the Attachments section below.

■ Message Content - Add the detailed content for the email, using the rich text editor.

Specific data values that are captured when a transaction is processed can be

inserted into the template using {} brackets. Refer to the table below for common

parameters that can be inserted into email templates.



8. Select the relevant Message Type – HTML or text.

9. Select Save to save the changes to the email template.

Common Email Template Parameters:

Attachments

The Attachments screen allows you to upload external attachments onto the system so that

they can be sent out with automated email templates. Once an attachment is added to the

UC Management Centre, it will be available for selection on all email notification templates.

To access the attachments screen from the Email Notifications screen, select

Attachments on the Related Pages menu on the left hand side of the screen.

Parameter Description

{CustomerLongName} Customer Full Name

{PrimaryDomain} Primary Customer Domain

{ServiceLabel} Name of the Service

{UserEmail} User’s email address

{Userfullname} User Display Name



Uploading an Attachment:

1. Select “Browse” to locate and select the attachment that is to be added to the

Attachment depository.

2. Select “Upload” to upload and save the attachment on the control panel. It can now be

attached to multiple email templates.

The “In Use” column will become checked when the attachment is configured to any email

template. It will not prevent the attachment from being deleted from the system. Once

uploaded on to the system, the file can be downloaded, allowing you to view and edit the

attachment’s content.

7. PasswordThe UC Management Centre allows end users to reset their password once they are logged

in to the control panel.

The Control Panel also allows an end user to reset their password if it has been forgotten.

To reset a forgotten password, the UC Management Centre will request that the end user

provide correct answers to a series of user-defined security questions before allowing the

user to create a new password.

7.1 Change password

You are able to change your password when you are logged into the UC Management

Centre.

1. Select your username at the top of the page, e.g. Welcome Username.

2. The Password Management page will appear.

3. Enter your old password.

4. Enter your new password.

5. Enter your new password again to confirm.

6. Click Update to save your new password.


7.2 Manage Security Questions.

In addition, you can use this page to manage your security questions for password resets.

1. Select a question from the drop down list or create your own question by selecting

“- Type your own -”.

2. Enter your answer to the question. Repeat until all questions and answers have been

configured.

3. Select Update to confirm your answers. You will now be able to use the Forget

Password? feature that is available on the UC Management Centre Login screen.


8. Password PoliciesIt is possible to subject your users to an advanced password policy. To have password

policies applied, please contact TELUS at 1-877-846-4456.

There are 3 main policies that can be applied, if the policy has been applied it will apply to all

of the users within your account.

Note

User’s must change their passwords after the password policy has been configured for

changes to take effect.

8.1 Password Expiry Notification Emails.

The high security password policy includes expiring passwords; if you wish the system can

be configured to notify your users with an email notification prior to their password expiring.

Access the Users > Configuration > Email Configuration menu.

The following options will be displayed:

Name Minimum Length Complexity Maximum Password Age

Low Security 8 No limits Does not expire

Medium Security 8 Must contain characters of 3 of the following types: Uppercase, Lowercase, Symbols or Numbers

Does not expire

High Security 10 Must contain characters of 3 of the following types: Uppercase, Lowercase, Symbols or Numbers

90 day expiry



To turn on notifications:

1. For Email notifications report – select “Yes”.

2. Set the number of days before expiry that you wish the users to be notified.

3. Select Save.

Note that users will be sent a notification once a day until their password is reset.

UC Management Centre - Telussupport.exchange.telus.com/en/Administrative Control... · 2020. 2....

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Transcript of UC Management Centre - Telussupport.exchange.telus.com/en/Administrative Control... · 2020. 2....