# Creating and Applying Roles and Templates
(Mitel Integrated Configuration Wizard)

Templates reduce the time it takes to enter user and device data. Common settings, such as the Class of Service and Device Type, can be saved in a User and Service template and applied to multiple users. Likewise with Key Templates which allow you program features to a set of keys and then assign them to selected phones. Data unique to each user and device, such as prime directory number and user name, are entered later on to complete the provisioning requirements.

User Roles connect users to templates. For example, after creating a User and Service Template along with a Key Template for your accounting department, you can then create a role called "Accounting." Whenever you add a user for this department, simply select the "Accounting" role in order to associate the user with the templates.

## Creating/Modifying Key Templates

To create a Key template:

1. Click Add.

2. Enter a Template Name.

3. Select a Device Type or choose 'No Device' to make a template that you can assign to any device type.

4. Program the keys: assign a directory number (prime or other for a line appearance), feature, or application to each key, and assign a ring type to each line appearance.

5. Click Save.

To edit, copy, or delete a template, select it first, and then click the button.

NOTE: The system comes with a Default key template. You can update the field values for this template, but you cannot rename or delete it nor change the Device Type.

## Creating/Modifying User and Services Templates

A User and Services template comprises Global Settings (Group Type, COS
Class of Service, COR
Class of Restriction), User Information (Department, Location, Language) and service data for Voice Mail and three phones (Office Extension, Dynamic Extension
Refers to an External Hot Desk User who is also a member of a Personal Ring Group., and Other).

A Basic User template for phone service is provided along with three for the default UCC
Unified Communication and Collaboration bundles on MiCollab. You can't modify these templates but you can copy them and modify the copies as required.

The Group Type sets the Service Level
Defines the features and licensing characteristics for a directory number. The following service levels are available: Full (standard user and device), IP Device Only (limited function device), Trusted (certified Mitel application), and Multi-device (member of a multi-device user group or suite). of all the phone services in the template as follows:

Group Type Selected | Service Level Assigned
No Group | Full
Personal Ring Group (PRG)
External Twin (MDUG – Twin) | Multi-device
Standard (MDUG-Std)

If you want templates with a mix of service levels, create them either in MiCollab or in the MiVoice Business System Administration Tool.

The COS for Phone Services are defaulted to the values in the attached spreadsheet but can be changed on the MiVoice Business Options page.

For COR defaults click here.

COR Group Number | COR Exclusion List | Associated Call Type (in wizard) | Description
1 | 4,5,8 | Local | Only COR 5 (blocked), COR 4 (Emergency only) and COR 8 (Toll-Free) stations cannot make local calls.
2 | 1,4,5,7,8,10-75 | Long Distance | Only COR 2 (Long Distance), COR 3 (Overseas), COR 6 (Mobile Calls), or COR 9 (Premium) stations can make long distance calls.
3 | 1,2,4-8,10-75 | Overseas | Only stations with COR 3 (Overseas) or COR 9 (Premium) can make Overseas calls. Stations with all other COR values are blocked.
4 | None | Emergency | All stations can make Emergency calls regardless of its COR.
5 | 1-75 | None | All stations are blocked.
6 | 1,2,4,5,7,8,10-75 | None | Only stations with COR 3 (Overseas), COR 6 (Mobile Calls), or COR 9 (Premium) can make Mobile calls. Stations with all other COR values are blocked.
7 | 1-75 | None | All stations are blocked.
8 | 4,5 | Toll free | Only COR 5 (blocked) and COR 4 (Emergency only) cannot make calls.
9 | 1-8,10-75 | Premium | Only stations with COR 9 can make Premium calls. Stations with all other COR values are blocked.
.. | 1-75 | None | All stations are blocked.
75 | 1-75 | None | All stations are blocked.

NOTES

- Each template must contain at least one phone service except the Default template which can only have one.

- The default Device Type for Office Extension and Other Extension is the 5330e IP.

To create a User and Services template:

1. Click Add.

2. Enter a Template Name and Description.

3. Select the Primary Phone.

4. Select the Global Settings which will apply to all phones in the template.

5. Enter the User Information.

6. Set the Group Element, Secondary Element, and UCC Bundle for the MiCollab-only template features. The template applies these settings, where applicable, to the Teleworker Extension, Unified Communicator Advanced, and NuPoint Unified Messaging voice mail services.

7. Select the required voice mail and phone services and enter the associated data for each.

For each non-primary phone service, you can generate a directory number that's derived from the first 'X' number of digits in the prime DN followed by an asterisk(*) and the remaining prime digits. Example: for a prime DN of 3333, a DN derived by inserting * after the 1st digit yields the DN 3*33.

8. Click Save.

## Creating/Modifying User Roles

Every User and Services template you create results in the creation of a User Role. The role name is the same as the template name but can be changed.

A single User and Device template can be linked to multiple User Roles.

To create a User Role:

1. Click Add.

2. Type a Name for the role. Notes are optional.

3. Click Next.

## Service Data Excluded from MiCW Templates

The User and Services templates in MiCW are simplified versions of those in the

- MiVoice Business System Administration Tool, and

- MiCollab Users and Services application.

Certain configurable fields are omitted and default data is provided instead.

### MiVoice Business System Administration Tool Template Fields

Field | Defaulted Value
Number | Unique per phone. Non-primary phones can be derived based on the primary phone DN.
Prime Name | Defaulted to No.
Privacy | Defaulted to 'No'.
Wireless PIN | Applies only to Netvision IP set, which is not currently supported in MiCW.
Login ID | Unique per user. Collected on User Information page.
Password | Unique per user. Defaulted to primary phone DN.
Desktop Admin | Defaulted to True.
Group Admin | Defaulted to False.
System Admin | Defaulted to False.
Voice Mail Name | Unique per user. Derived from name collected on User Information page.
IDS Manageable | Defaulted to False.
Home Element | Always set to node that administrator is connected to for configuration.
Secondary Element | Collected on User Information page.
Local-only DN | Defaulted to False.
ACD Enabled | Defaulted to False.
PKM | Defaulted to None.
MAC Address | Unique per phone. Not collected by MiCW.
PLID | Unique per Analog phone. Not collected by MiCW.
CESID | Unique per user. Collected on new Service Information page.
Cabinet/Shelf/Slot/Circuit | Unique per set. Not collected in MiCW but defaulted sequentially for Analog sets.
Hot Desk User External Dialing Prefix | Collected on new Service Information page.
Hot Desk User External Number | Unique per user. Collected on new Service Information page.
Personal Speed Call Allocation | Defaulted to Blank.
SIP Device Capabilities Index | Defaulted as follows - 5603/5613 SIP : 65 - 5604/5614 SIP : 66 - 5607 SIP : 67 - 5610 SIP : 68 - 5624/5634 SIP : 69 - 5505 SIP : 70 - UC Endpoint : 71 All other devices are defaulted to 1.
Interconnect Number | Defaulted to 1.
Tenant Number | Defaulted to 1.
Lock Default Configuration | Defaulted to No.
Max Call History Records | Defaulted to 0 or 20 based on Device Type.
Non-Busy Ext. | Defaulted to No.
Call Coverage Service Number | Defaulted to 1.
Phone Applications (e.g., Notification App, Branding App, Screen Saver App, etc.) | Default HTML Infrastructure Enabled set to No and all other fields blank.