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CUCM Self-Provisioning

  • This feature allow end-users or administrators to provision phones with minimum admin work
  • It was introduced with CUCM 10.x
  • The users need to follow the prompts on the phones to login to CUCM which will auto-provision the phones
  • How it works?
    • The phone auto-registers with CUCM
    • During auto-registration it gets an idle URL.
    • This idle URL points the phone to self-provision XPS resource running on CUCM
    • Once the phone contacts the XPS resource, it will be prompted for user ID/pin
    • From here there are two approaches to complete Self-Provisioning
      • Option#1
        • When the users enter the user ID and PIN, they are authenticated with the CM and their primary extension is determined
        • The users are then prompted to confirm that they wish to provision the phone using their primary extension. If they confirm, the phone will be provisioned and reset
      • Option#2
        • The users can call Self-Provision IVR
        • The users need to enter Self-Service ID and PIN
        • Upon confirmation, the phone will be provisioned using the End User Primary Extension
  • To disable self-provisioning, delete the idle URL from phones configuration, enterprise parameters, auto-registration Universal Device Template (UDT)
  • To configure Self-Provisioning
    • Verify UDT assigned to System > Cisco Unified CM > Auto Registration Information > Universal Device Template.
    • Navigate to User Management > User/Phone Add > Universal Line Template > Add New
      • Assign default Partition and CSS to be used for self-provisioned DN
      • Configure other settings such as Call Forwarding, Enterprise Alternate Number, +E164 Alternate Number
    • Configure auto-registration settings under System > Cisco Unified CM > Auto Registration Information
      • Assign UDT, ULT and Starting/Ending Directory Numbers
    • Navigate to User Management > Self-Provisioning and configure the authentication method for end users to run self-provisioning
      • Require Authentication
      • No Authentication: In this mode the end users need to enter the username which will trigger the provisioning without a need for PIN/Password
    • Navigate to User Management > User Settings > User Profile > Add New
      • This user profile will be used to configure the device and line settings of the phone during self-provisioning
      • Assign UDT for Desk Phones, Mobile and Desk Devices and RDP
      • Assign ULT
      • Enable Allow End User to Provision their own phones and set the max number of phones to be self-provision
    • Navigate to User Management > User/Phone Add > Feature Group Template > Add New
      • This is used with users synced from AD or users added using quick add feature
      • It will assign Users Profile to synced users
      • It will assign Service Profile to synced users
      • It will configure users settings for synced users such as Enable IM and Presence, Enable Mobility, Enable EMCC, Enable End User to Host Conference Now
    • Add End User
      • The main parameters in end user settings needed for self-provisioning are:
        • User Profile
        • Primary Extension
      • In case the End Users are synced from AD or added using Quick Add, the User Profile will be synched using Feature Group Template
        • Primary extension should be created manually in case of Quick Add or synched automatically in case of AD
      • In case the End Users are added manually, these parameters needs to be assigned manually.
    • Setup Self-Provision IVR
      • Configure CTI Route Point which can be dialed from Auto-Registeration CSS
      • Configure Application User with Standard CCM EndUser and Standard CTI Enabled access control groups
      • Associate the CTI Route Point as controlled device to Application User
      • Navigate to User Management > Self-Provision and assign the CTI Route Point and Application User
  • Troubleshooting Self-Provision IVR
    • IVR Component runs on Publisher Node Only (it doesn’t run on Subscribers)
    • If auto-registered phone doesn't get the configured Phone Button Template in UDT, make sure that Auto Registration Legacy Mode is False in the Enterprise Parameters
      • This setting will disable UDT for auto-registration and fallback to Device Defaults
    • Any change in the Application User or CTI Route Point needs a restart of IVR Self-Provisioning service
    • If the auto-registered phone can't dial CTI Route Point DN, ensure that the region bandwidth between CTI and Phone is greater than 8000

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