# Manage UCC Licensing Bundles (MiVoice Business only)

Note: This topic does not apply to MiVoice 5000, MiVoice MX-ONE,and MiVoice Office 400 communication platforms. For these communication platforms, you provision MiCollab users with licenses from the call manager administrator interface by assigning roles to the users. Upgrades from "Basic to Standard" or from "Basic to Premium" are supported for these platforms from their call manager administrator interface.

This topic covers the following tasks for MiVoice Business platforms only.:

- assigning UCC Licensing Bundles

- removing UCC Licensing Bundles

- upgrading a UCC Licensed User to Next Bundle Level

- downgrading a UCC Licensed User

- swapping UCC Licensing Bundles between two users

- configuring existing MiVoice Business UCC Basic Users on MiCollab

- range programming MiCollab Client Profiles

- identifying UCC license usage

Note: Templates are only applied during the creation of new users. If you apply a UCC license bundle to an existing user, upgrade a user’s license bundle, or swap user bundles, you must manually assign the phone and application services.

## Assigning UCC Licensing Bundles

You can assign UCC licensing bundles

- directly to an existing user entry from the "UCC Licensing" field in the User tab,

- by applying one of the default UCC licensing templates when you create a new user with Quick Add,

- by adding custom templates that specify a UCC licensing bundle (Basic, Entry, Standard, or Premium) and then using Quick Add to apply the template during the creation of new users.

Note: If all the available UCC license bundles for a specific bundle type (Basic, Entry, Standard, or Premium) are in use, you will receive a licensing violation message if you attempt to assign another one of those license bundles (that is, you cannot assign a bundle to a user if the in-use bundle count is already equal to the licensed bundle count). The system displays the number of "available" user licenses and the number "currently used" in the server-manager interface under Applications on the Licensing Information page.

Note: In MiCollab Release 7.0 and later, you manage a user's Multi-Device User Group from the MiVoice Business system administration tool.

### Assign Basic Bundle

To assign a user, who currently has no bundle, with a Basic bundle:

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Basic User (for Enterprise) and click Save.

3. In the Phones tab, add a phone with Service Level set to Full.

4. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Basic".

### Assign Entry Bundle

To assign a user, who currently has no bundle, with an Entry bundle:

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Entry User (for Enterprise) and click Save.

3. In the Phones tab, add up to eight phones with Service Levels set to "Multi-device". Enable one phone with an "External Hot Desk License". In the MiCollab Client tab, assign another phone as a Desk phone extension.

4. In the NuPoint Unified Messaging tab, click Add New Mailbox. Set the Feature COS field to 14 and check one or both of the Standard and Advanced Unified Messaging boxes. Enable 3300 Record-A-Call if applicable.

5. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Entry".

6. Reach through to the MiVoice Business and configure the user in a Multi-device Group of type "Standard".

### Assign Standard Bundle

To assign a user, who currently has no license, with a Standard bundle:

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Standard User (for Enterprise) and click Save.

3. In the Phones tab, add up to eight phones with Service Levels set to "Multi-device". Enable one phone with an "External Hot Desk License". In the MiCollab Client tab, assign another phones as a Desk phone extension and the other as a Soft phone extension. Note that the Soft phone extension must be assigned with a device type of UC Endpoint, App Server Port, or a SIP phone device in the Phones tab.

4. In the NuPoint Unified Messaging tab, click Add New Mailbox. Set the Feature COS field to 14 and check one or both of the Standard and Advanced Unified Messaging boxes. Enable 3300 Record-A-Call if applicable.

5. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Standard".

6. In the Audio, Web and Conferencing tab, click Add Service and select the Desk phone extension.

7. In the Teleworker tab, click Add New Teleworker and select the Deskphone or Softphone extension.

8. Reach through to the MiVoice Business and configure the user in a Multi-device Group of type "Standard".

### Assign Premium Bundle

To assign a user, who currently has no bundle, with a Premium bundle:

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Premium User (for Enterprise) and click Save.

3. In the Phones tab, add up to eight phones with Service Levels set to "Multi-device". Enable one phone with an "External Hot Desk License". In the MiCollab Client tab, assign one of the other phones as a Desk phone extension and the other as a Soft phone extension. Note that the Soft phone extension must be assigned with a device type of UC Endpoint, App Server Port, or a SIP phone device in the Phones tab.

4. In the NuPoint Unified Messaging tab, click Add New Mailbox. Set the Feature COS field to 14 and check one or both of the Standard and Advanced Unified Messaging boxes. Enable 3300 Record-A-Call if applicable.

5. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Premium".

6. In the Audio, Web and Conferencing tab, click Add Service and select the Desk phone extension.

7. In the Teleworker tab, click Add Teleworker Service and select the either the Deskphone or Softphone extension. The Premium bundle supports three Teleworkers. Optionally, click Add Teleworker Service again and select the number of another phone.

8. In the Vidyo tab, assign Vidyo services to the user.

9. Reach through to the MiVoice Business and configure the user in a Multi-device Group of type "Standard".

Note: The Premium bundle supports MiTeam.

## Removing UCC Licensing Bundles

To remove a UCC licensing bundle from a user, set the UCC Bundle field in the User tab to blank. After you set the license bundle to blank, delete the phones from the user. When you delete a phone, the services associated with that phone are also deleted.

## Upgrading a UCC Licensed User to the Next Bundle Level

You can upgrade an existing UCC licensed user to a higher level license by changing the UCC licensing bundle in the User tab. For example, you could upgrade a user from Standard to Premium. After you upgrade, the existing UCC Premium licensing count increases by one license and the UCC Standard Licensing count decreases by one license. After you upgrade the license, you must assign the additional services to the user.

Note: The following procedures assume that the UCC licensed services have not been modified (for example, by the addition of "à la carte" licenses or the deletion of services).

Note: If you have different types of upgrade licenses (for example, "Basic to Entry, "Entry to Standard", and "Standard to Premium") available on the system, apply the highest upgrade licenses first. Upgrade the Standard users to Premium licenses, before you upgrade the Entry users to Standard licenses. Lastly, upgrade the Basic users to Entry licenses.

Standard to Premium

Entry to Premium

Entry to Standard

Basic to Premium

Basic to Standard

Basic to Entry

### Upgrade Standard to Premium

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to "UCC Premium User" and click Save.

3. The Premium bundle supports three Teleworkers. To add additional Teleworker devices, click Add Teleworker Service again and select the number of another phone.

4. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Premium".

5. In the Vidyo tab, assign Vidyo services to the user.

Note: The Premium bundle supports MiTeam.

### Upgrade Entry to Premium

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Premium User (for Enterprise) and click Save.

3. In the MiCollab Client tab, assign one of phones as a Softphone extension. Note that the Softphone extension must be assigned with a device type of UC Endpoint, App Server Port, or a SIP phone device in the Phones tab.

4. In the Teleworker tab, click Add Teleworker Service and select the Deskphone or Softphone. The Premium bundle supports three Teleworkers. To add additional Teleworker devices, click Add Teleworker Service again and select the number of another phone.

5. In the MiCollab Client tab, enter the Soft phone extension and set the Feature Profile to "UCC (Vx.0) Premium".

6. In the Audio, Web and Conferencing tab, click Add Service and select the Desk phone extension.

7. In the Vidyo tab, assign Vidyo service to the user.

8. Reach through to the MiVoice Business and change the user's group programming from Multi-device Group - "External Twin" to "Standard".

Note: The Premium bundle supports MiTeam.

### Upgrade from Entry to Standard

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Standard User (for Enterprise) and click Save.

3. In the MiCollab Client tab, assign one of the phones as a Desk phone extension and assign the other as a Soft phone extension. Note that the Soft phone extension must be assigned with a device type of UCA Endpoint, App Server Port, or a SIP phone device type in the Phones tab.

4. In the Teleworker tab, click Add Teleworker Service and select the Deskphone or Softphone extension.

5. In the MiCollab Client tab, enter the Desk phone and Soft phone extensions and set the Feature Profile to "UCC (Vx.0) Standard".

6. In the Audio, Web and Conferencing tab, click Add Service and select the Desk phone extension.

7. Reach through to the MiVoice Business and change the user's group programming from Multi-device Group - "External Twin" to "Standard".

### Upgrade Basic to Premium

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Premium User (for Enterprise) and click Save.

3. In the Phones tab, add up to eight phones with Service Levels set to "Multi-device". Enable one phone with an "External Hot Desk License". The other phones must have "External Hot Desk License" disabled. In the MiCollab Client tab, assign one of the phones as a Desk phone extension and the other as a Soft phone extension. Note that the Soft phone extension must be assigned with a device type of UCA Endpoint, App Server Port, or a SIP phone device type in the Phones tab.

4. In the MiCollab Client tab, assign one of the phones as a Desk phone extension and assign the other as a Soft phone extension. Note that the Soft phone extension must be assigned with a device type of UCA Endpoint, App Server Port, or a SIP phone device type in the Phones tab.

5. In the NuPoint Unified Messaging tab, click Add New Mailbox. Set the Feature COS field to 14 and check one or both of the Standard and Advanced Unified Messaging boxes. Enable 3300 Record-A-Call if applicable.

6. In the Audio, Web and Conferencing tab, click Add Service and select the Desk phone extension..

7. In the Teleworker tab, click Add Teleworker Service and select the Deskphone or Softphone. The Premium bundle supports three Teleworkers. To add additional Teleworker devices, click Add Teleworker Service again and select the number of another phone.

8. In the MiCollab Client tab, enter the Desk phone and Soft phone extensions and set the Feature Profile to "UCC (Vx.0) Premium".

9. Reach through to the MiVoice Business and configure the user's group programming to use Multi-device Group - "Standard".

10. In the Vidyo tab, assign Vidyo service to the user.

### Upgrade from Basic to Standard

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Standard User (Enterprise) and click Save.

3. In the Phones tab, add up to eight phones with Service Levels set to "Multi-device". Enable one phone with an "External Hot Desk License". The other phones must have "External Hot Desk License" disabled. In the MiCollab Client tab, assign one of the phones as a Desk phone extension and the other as a Soft phone extension. Note that the Soft phone extension must be assigned with a device type of UCA Endpoint, App Server Port, or a SIP phone device type in the Phones tab.

4. In the NuPoint Unified Messaging tab, click Add New Mailbox, set the Feature COS field to 14 and check one or both of the Standard and Advanced Unified Messaging boxes. Enable 3300 Record-A-Call if applicable.

5. In the Teleworker tab, click Add Teleworker Service and select the Deskphone or Softphone extension.

6. In the MiCollab Client tab, enter the Soft phone extension and set the Feature Profile to "UCC (Vx.0) Standard".

7. Reach through to the MiVoice Business and configure the user's group programming to use Multi-device Group - "Standard".

### Upgrade from Basic to Entry

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Entry User (Enterprise) and click Save.

3. In the Phones tab, add up to eight phones with Service Levels set to "Multi-device". Enable one phone with an "External Hot Desk License". In the MiCollab Client tab, assign another phone as a Desk phone extension.

4. In the Phones tab, add up to eight phones with Service Levels set to "Multi-device". Enable one phone with an "External Hot Desk License". In the MiCollab Client tab, assign the other phone as a Desk phone extension.

5. In the MiCollab Client tab, enter the softphone extension and set the Feature Profile to "UCC (vx.0) Entry".

6. Reach through to the MiVoice Business and configure the user's group programming to use Multi-device Group - "External Twin".

## Downgrading a UCC Licensed User

You can downgrade an existing UCC licensed user to a lower level by changing the UCC licensing bundle in the User tab. For example, you could downgrade a user from Premium to Standard. After you downgrade, the existing UCC Standard licensing count increases by one license and the UCC Premium Licensing count decreases by one license. After you downgrade a license, you must delete the unlicensed services from the user.

Note: The following procedures assume that the UCC licensed services have not been modified (for example, by the addition of "à la carte" licenses or the deletion of services).

Note: In MiCollab Release 7.0 and later, you manage a user's Multi-Device User Group from the MiVoice Business system administration tool. If you downgrade a user, you may need to modify or delete the user's multi-device user group on the MiVoice Business.

### Downgrade from Entry

To downgrade a user from Entry to Basic:

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Basic User (Enterprise) and click Save.

3. In the Phones tab, click Delete Phone and select the External Hot Desk User extension.

4. In the NuPoint Unified Messaging tab, click Delete Mailbox to the delete the mailbox.

5. If applicable, reach through to the MiVoice Business and delete the Multi-Device User - Standard group.

### Downgrades From Standard

To downgrade a user from Standard to Basic:

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Basic User (Enterprise) and click Save.

3. In the Phones tab, delete the Soft phone (see the MiCollab Client tab to identify the Soft phone extension). Delete the External Hot Desk User extension.

4. In the NuPoint Unified Messaging tab, click Delete Mailbox to delete the mailbox.

5. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Basic".

6. In the Audio, Web and Conferencing tab, click Delete Service

7. In the Teleworker tab, delete the Teleworker if present.

To downgrade a user from Standard to Entry:

1. In the Users and Services directory, select the user and click Edit.

2. In the User tab, set the UCC Bundle field to UCC Entry User (Business or Enterprise) and click Save.

3. In the Phones tab, delete the Soft phone (see the MiCollab Client tab to identify the Soft phone extension).

4. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Entry". Remove the MiCollab Client Desk phone or Soft phone if it is not required.

5. In the Audio, Web and Conferencing tab, click Delete Service.

6. In the Teleworker tab, delete the Teleworker if present.

### Downgrades From Premium

Note: When you downgrade users from a Premium bundle, they lose their MiTeam feature.

To downgrade a user from Premium to Basic:

1. In the Users and Services directory, select the user and click Edit.

2. In the Phones tab, delete the Soft phone (see the MiCollab Client tab to identify Soft phone extension) and delete the External Hot Desk user phone.

3. In the NuPoint Unified Messaging tab, click Delete Mailbox to delete the mailbox.

4. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Basic".

5. In the Audio, Web and Conferencing tab, click Delete Service.

6. In the Teleworker tab, click Delete Teleworker. Delete the Teleworkers if present.

7. In the Vidyo tab, clear the Vidyo Service box.

8. In the User tab, set the UCC Bundle field to UCC Basic User (Enterprise) and click Save.

To downgrade a user from Premium to Entry:

1. In the Users and Services directory, select the user and click Edit.

2. In the Phones tab, delete the Soft phone (see MiCollab Client tab to identify Soft phone extension).

3. In the Audio, Web and Conferencing tab, click Delete Service.

4. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Entry".

5. In the Teleworker tab, click Delete Teleworker. Delete the Teleworkers if present.

6. In the Vidyo tab, clear the Vidyo Service box.

7. In the User tab, set the UCC Bundle field to UCC Entry User (Enterprise).

To downgrade a user from Premium to Standard:

1. In the Users and Services directory, select the user and click Edit.

2. In the MiCollab Client tab, set the Feature Profile to "UCC (Vx.0) Standard".

3. In the Teleworker tab,

   - if there are two teleworkers configured, delete one by clicking Delete Teleworker.

   - if there are three teleworkers configured, delete two of them.

4. In the User tab, set the UCC Bundle field to UCC Standard User (Enterprise)

## Swapping UCC Bundles Between Two Users

If you have available licenses, you can simply change the UCC licensing bundles of both users. However, if your system does not have any available licenses:

1. Set the license bundle of one user to <None>.

2. Apply the available license to the other user. This action makes the previously assigned license available.

3. Apply the available license to the currently unlicensed user.

4. Adjust the services for both users (see upgrading and downgrading UCC bundle procedures above).

## Configuring Existing MiVoice Business UCC Basic Users on MiCollab

### If Flow Through Provisioning is Enabled

If Flow Through Provisioning is enabled, the MiCollab directory will be populated with the MiVoice Business users and their phone services. In this case, you just need to enable the applications for the users from the Users and Services application.

### If Flow Through Provisioning is NOT Enabled

If you have configured UCC Basic users on MiVoice Business that are not configured in the MiCollab database (that is, the phone users were only configured on the MiVoice Business system), you can add these users to the MiCollab Users and Services application using the following procedure

1. Log into the MiVoice Business System Administration Tool.

2. Access the User and Device Configuration form.

3. Use the sort functionality to display a listing of the UCC Basic Users.

4. Export the user and device information into a CSV file.

5. Create copies of the Basic User template for the different device types.

6. Assign the templates to roles. See Manage Roles.

7. Copy the communication platform user data from the exported CSV file into the import file spreadsheet columns of the Bulk User Provisioning tool and include role (see Bulk Import from File).

8. Import the CSV file data.

## Range Programming MiCollab Client Profiles

If UCC licenses are converted (for example from V2 to V3) during an upgrade, you must assign the new services to the users. If the users' MiCollab Client Profiles require updating, you can use range programming to complete this task:

1. In the MiCollab server manager, under Applications, click MiCollab Client Service.

2. Click Configure MiCollab Client Service.

3. Click the Features tab.

4. Click the "People" icon of the feature profile that you want to apply, for example: (UCC V3 Standard).

5. Click the Add Members link and select the users that you want to apply this feature profile to.

6. Click Add to Profile at the bottom of the page. You return to the "Feature Profile Members" page.

7. Click Save. A bar displays the progress.

8. When the profiles are updated, click Done.

## Identifying UCC License Usage

If MiCollab is configured in Integrated Mode, you can identify the types of UCC licenses that are assigned to each user through the MiCollab Client administration interface:

1. In the MiCollab server manager, under Applications, click MiCollab Client Service.

2. Click Configure MiCollab Client Service.

3. Click the Features tab.

4. Select the default "Entry", "Standard" or "Premium" default feature profile.

5. Click the "Edit profile members" button to see which users are currently using the selected profile.