Create and change bundles

Bundles are groups of features, phone types, and devices that is assigned to one or more customers. You must create at least one user bundle before the customer administrator can create a user.

There are two types of Bundles that can be created in Management Portal:

• Administrator

• User

Administrator bundles typically provide access to other system management functions such as managing Call Groups, Hot Desk Phones, and Key Templates. User bundles are primarily based on the service and license types you choose. See Planning Bundles for Customers for details about user bundle services by license type.

User bundle services and license types

The services available for user bundles are MiCloud Business Multi-Instance and MiCloud Business Virtual. Each MiCloud service provides a number of license types to choose from:

MiCloud Business Multi-Instance

• Basic IPT

• Standard IPT

• Entry UCC

• Contact Center Agent

MiCloud Business Virtual

• Basic IPT

• Standard IPT

• Entry UCC

• Standard UCC

• Premium UCC

• Contact Center Agent

Bundle optional features

The following optional features are available for phone users, depending on the service and license type you choose:

• Voicemail

• Voicemail To Email

• AWV Conferencing

• MiCollab Client Service

  • Chat

  • Lync Plugin/Skype For Business (SFB)

• • MiCollab Console

  • MiTeam

• Next Gen Mobile SIP Phone Settings

  • Enable Secure Transport

• Compression

  • Wideband Audio

  • Compressed

  • Non Compressed

You can also configure the following Voicemail features:

• Voicemail

  • Attendant Extension

  • NuPoint Class of Service

    • Feature COS

    • Limits COS

  • Message Waiting

    • Message Waiting #1

    • Message Waiting #2

  • Unified Messaging

    • Standard Unified Messaging

    • Advanced Unified Messaging

ACD in Customer Administrator Bundles

When Customer Administrator bundles are created, customer admins can be assigned permissions like Basic or Advanced Groups, Basic or Advanced Paths, ACD Music on Hold, and RAD Programming.

When you create Customer Administrator bundles, you decide what level of permissions you assign to your customer admins, Basic or Advanced Groups, Basic or Advanced Paths, ACD Music on Hold, and RAD Programming.

When you create a Customer Administrator bundle, Management Portal includes a default set of permissions. You can change these permissions for each Customer Administrator bundle. See Assign Customer Admin Features for ACD.

Create bundles

Create the bundles that you plan to assign to customers and administrators. To meet the demands of potential customers, design a variety of bundles, and then create them on the system.

To create a User bundle:

1. From the Management Portal service provider portal, click the Bundles tab.

2. Click Create Bundle.

3. Select User Bundle and click Next.

4. Under Bundle Details, enter a name, code, and description for the bundle.

   If you are deploying MiCollab Clients for Mobile users, you need to create a special User Bundle of type Next Gen Mobile SIP Softphone. See MiCollab Clients for Mobile.

5. Under Phone User Features, select the:
   Service and license type.
   Optional features - The optional features and profiles available depends on the selections. See Planning Bundles for Customers for information about the service and license types.
   Prime phone settings - Select the prime phone type and select one or more feature profiles for the bundle. When the phone type is set to none, the feature profile selection tool is disabled.

6. Under Bundle Devices, select one or more devices to include in the bundle.

7. Click Submit.

8. (optional) Upload any setup instructions that you want to include as an attachment in the Welcome Email.

9. Click Save.

Notes:

Sometimes failures may occur during a change bundle operation. It is now possible to rollback the change to its previous configuration. Should a failure occur during a Change Bundle operation, there will be a series of guided prompts in Management Portal to either correct the error or revert back to the previous bundle configuration.

The Management Portal MiCollab Bundle only enables the Advanced MiCollab Unified Messaging Telephone User Interface features. You must log into Server Manager and open the Nupoint Web Console to provision the end user’s Adv. UM Alias, and password (if required).

To create an Administrator bundle:

1. From the Management Portal service provider portal, click the Bundles tab.

2. Click Create Bundle.

3. Select Administrator Bundle.

4. Under Bundle Details, enter a name, code, and description for the bundle.

5. Under Select Site Administration Features, select the administration features for the bundle.

6. Click Submit.

Override feature and phone profiles in bundles

You can set permissions that allow a Customer Administrator to override the following bundle fields in Management Portal:

• Phone Feature Profiles

• FCOS

Feature profiles for phones

You can allow Customer Administrators to override phone feature profiles in a bundle. When using the override feature, the first feature profile you choose is the default.

To allow Customer Administrators to add or change the phone feature profile for users, select the Override Feature Profile option under the Site Administration Features section in the Administrator bundle.

Feature profiles for voice mailboxes

You can select a feature profile for a user's voice mailbox in the Customer Administrator Advanced tab based on the list FCOS options available in MiCollab. The default feature profile is the one in the bundle assigned to the user. If the default feature profile for the bundle is not in the MiCollab list, it will not appear in feature profile list.

To allow Customer Administrators to add or change the phone feature profile for users, select the Override FCOS Profile option under the Site Administration Features section in your Administrator bundle.

Upload bundle setup instructions

When you create a bundle, you can choose to upload setup instructions for users. The instructions are sent as an attachment in the Welcome email and also made available (download) in the user portal My Services page. All document file formats are supported and there are no file size restrictions on the My Services page.