Working with Dashboards: Batches Overview 

The Batches Overview Dashboard shows a breakdown of all the batches currently created for that source PBX as well as planning progress data on those batches.


To enter the dashboard, select a Project > Source PBX > the Batches Overview dashboard will open.



The Batches Overview dashboard is broken into 3 work areas:


1. Batches Charting

       Provide a graphical snap shot of work progress for the batches in the source PBX you are currently viewing. The Batches Overview chart includes a table of work status                results. The options include:

           Completed - work on this batch has finished and the batch is ready for provisioning

In Progress - work is ongoing on the batch 

NA - the batch is currently not relevant and can be ignored

Not started - work on this batch has not began

On Hold - work on this batch was in progress but is now on hold awaiting information / decisions / logistics to prosed 

The work status of a batch is defined by the operator, the status is informational only and has no effect on the workflow of the system. To set the status of a batch go to the Settings menu option at the batch level, the Batch Details window opens, in the Status field select the status from the drop-down list. Click Save.

 



2. Batches Table Results: in the table you will see a list of all the batches that are part of the source PBX. Additional details and functionality in the table include:


Columns

               Batch Name - the name of the batch

               Start Date - start date of work on the batch

               Due Date - date that batch is due to be completed

               The Start and Due date of the batch is defined by the operator, this date is informational only and has no effect on the workflow of the system. To set the dates for the                batch go to the Settings menu option at the batch level, the Batch Details window opens, in the Start or Due Date field select the date from the pop-up calendar.                Click Save.



Batch Details - scroll over the numbers to see a popup of what information that number represents. In order from left  to right they include:

                       Number of Lines: number of lines in that batch

                       Number of Groups: number of groups in that batch

                       Number of Hunt Groups: number of hunt groups in that batch

                       Number of Pickup Groups: number of pickup groups in that batch

Owner - the owner of the batch, this is defined when you create the batch.

By default, the user that created the batch is the owner of that batch, this data is informational only and has no effect on the workflow of the system. To change the owner of the batch go to the Settings menu option at the batch level, the Batch Details window opens, in the Owner field click in the field and begin to type the name of the new owner, a list of results will automaticity appear, select the new owner. Click Save.



Status - the current work status of the batch. The options include:

       Completed - work on this batch has finished and the batch is ready for provisioning

In Progress - work is ongoing on the batch 

NA - the batch is currently not relevant and can be ignored

Not started - work on this batch has not began

On Hold - work on this batch was in progress but is now on hold awaiting information / decisions / logistics to prosed 

The work status of a batch is defined by the operator, the status is informational only and has no effect on the workflow of the system. To change the status of a batch go to the Settings menu option at the batch level, the Batch Details window opens, in the Status field select the status from the drop-down list. Click Save.

 

Options - additional tools for working on the batch. These include:

 Batch Details - clicking the icon will open the Batch Details window for that batch. You can update Title, Start & End Date, Owner and Status for the batch

 Delete This Batch - clicking the icon will delete the batch and all work done on the batch users and devices. Note there is no way to undo this delete!

 Generate Excel - clicking the icon will generate a single excel file with all the details down to the user and device level for every group in that batch.


Actions

+Add New Batch button - will initiate the workflow for creating a new batch for the Source PBX.

      1. Click the +Add New Batch button



      1. Enter New Batch Name pop-up opens, type in the name of the new batch and click OK



      1. The Batch Details window opens, fill in the fields; Title, Start & End Date, Owner and Status for the batch.



      1. In the Groups pain click on the +Add Group To Batch button.



      1. The Add Groups to batch field becomes active, click in the field to open the drop-down list, select the group you want to add and click the +Add button. Repeat the select and add process until you have added all the groups you need for the new batch. Click Save.





3. Batches Menu: the following menu options are available at the Batch Overview level



Groups & Batches

will open the Groups & Batches window where you manage all the groups and batches for the source PBX. For a detailed description of the functionality of this window click HERE

Normalization Rules

will open the Normalization window where you create rules for phone number normalization to E.164 format. For a detailed description of the functionality of this window click HERE

Data Cleansing


Device Mapping

The Univonix system has an automatic function that will map users from the source PBX to Active Directory. If the customer has used an unconventional methodology to identify their users, then Device Mapping will be used to help effectively map the source users to Active Directory.


To use Device Mapping:

    1. In Menu, open Data Cleansing sub-menu
    2. In Data Cleansing sub-menu click on Device Mapping
    3. Map Standalone Devices To Users window opens



    1. The Map Standalone Devices to Users window has three options:
      • Source - what will be the source piece of data the system will use to map between the legacy uses and their users in Teams.
        • Description Pattern - in the dropdown there are 5 data options to choose from
          • [First Name] [Last Name] - you will need to select a Delimiter to separate between first name and last name
          • [Last Name] [First Name] - you will need to select a Delimiter to separate between last name and first name
          • [User ID]
          • [Email]
          • [Phone Number]


        • Telephone Number - only relevant in a Cisco CUCM environment
        • File - import a user details file with specific user data to help map to Active DIrectory. Click on Download Template File, use this template to gather user data, when complete, click on the Choose File button to import the file back into Univonix.

 

      • Match Target - will tell the system what is the target environment you will be mapping to. There are two options in the dropdown.
        • Active Directory
        • Legacy PBX


      • Delimiters - what object will be used to separate between the First Name / Last Name from the Description Pattern. This feature only appears when the Description Pattern radio button is selected.

 

    1. Selected the relevant 3 options for your environment, click the Match button.  


    1. Automaticity the system will match legacy users with their users in Active Directory, a list of mapped users will appear under the Map Standalone Devices To Users window.


Features Cleansing


This window will help you manage and remove unsupported telephony features that are causing issues for migration planning from your legacy PBX to the target PBX.

For example, if you are migrating from Cisco CUCM to Microsoft Teams, there are telephony features in CUCM that are not supported by Teams. Univonix Planner will assess the CUCM configuration data file you imported to find all telephony features currently in use on the legacy PBX that are NOT supported by the target PBX, in this case, Teams. This list is displayed in the Telephony Feature drop down list as seen in the screen shot below.  


    1. In Menu, open Data Cleansing sub-menu
    2. In Data Cleansing sub-menu click on Feature Cleansing
    3. The Cleanse Unsupported Telephony Features window opens
    4. Click in the Telephony Feature field to open the drop down list, all unsupported features between source to target PBX will be displayed
    5. Select a Feature and select the Batch to search on, click Find Usage button



    1. A results table will appear with the details of all users & devices in the batch who have the unsupported feature as defined in source PBX.


    1. There are 4 options to action these results:
      • Export All icon - click the  export all icon in the top right hand corner of the window, to export to excel all user data for all the unsupported telephony features that appear in the dropdown list


      • Export to Excel button - click the Export to Excel button to export all user data for the telephony feature currently displayed in the table
      • Remove "name of feature" button - this action will remove the selected feature from all selected users. Use checkbox to select users
      • Details icon - click the  icon to open the User Details window where you can update the unsupported feature

Reports


The Reports feature provides an effective way to generate detailed planning reports to help mange and plan your migration work.


Reports play a significant role during the entire migration planning process. Since Univonix Migrate correlates data from multiple sources including the legacy PBX and the target system, reports, even at this early stage, can help end customers, executives and system integrators to:


  • Understand the scope and possible challenges for the migration project
  • Identify issues with specific groups or sites
  • Understand source and target systems feature parity


During the provisioning phase of the migration, reports will also give insight to the migration process status.



    1. Select the report you need, there are 3 to chose from:


      • PBX Assessment Report - gives you an aggregated view of the source PBX, analysing and mapping the full configuration of your legacy PBX environment as well as a feature parity analysis based on target PBX capabilities


      • Detailed Report - delivers a detailed analysis of the source PBX, detailing information such as, list of gateways, list of devices, lines configured for each device as well data on Hunt and Pickup groups


      • Batch Planning Report/s - shows a detailed breakdown of the provisioning batch by group, breaking down each batch to the level of user and device including user level information such as licences and phone numbers


    1. Click the  download button next to the report you need, this will generate and download the report to your desktop


    1. The blue 'work in progress' cog will appear instead of the download button for the period that the report is being generated and downloaded

Source PBX Data


To add an updated version of the Source PBX Data configuration file;


    1. Click the Add Source File button



    1. The Upload Additional Files widow opens, click the Select File button,  a standard Microsoft file browser window opens, find the source PBX configuration file you want to upload, select and click the Open button in the Microsoft file browser window. The file is ready to import, you can see this when the file name appears next to the Select File button.




    1. To import the file, click on the Import button
    2. Upon successful upload of the file a message pops-up, click OK


Note: The processing of a configuration file, depending on its size, may take up to 2 days. You will receive an email when the file has been processed and is ready to use. You will not be able to work on the Source PBX batches and groups until the file has completed processing!




MACD Report - Move, Add, Change, Delete


It is recommended to use this report during a phased migration that is running over an extended period of time to identify users that may have been hired / fired, married, changed positions etc.


The MACD report is generated in excel and has 4 worksheets:


  • Users Added – users that have been added to the source PBX system since the previous configuration data capture
  • Users Deleted – users that have been deleted from the source PBX system since the previous configuration data capture
  • Devices Added – devices that have been added to the source PBX system since the previous configuration data capture
  • Devices Modified – devices that have been changed in the source PBX system since the previous configuration data capture

To run the MACD report you must first have uploaded at least two versions of the source configuration file.


Click the Diff button. The report will generate automatically and be downloaded to your desktop.


The system will compare the data of the configuration file you selected (each Diff button is 'data file version' specific) with the previous configuration file.

Notifications

To manage Notifications, when and what email notifications will be sent to users after provisioning. This feature is only relevant for UnivonixMigrate;


    1. Select a checkbox in the Notification To Users window, there are two options:


      • Successful Migration - send an email notification when the user has been successfully migrated to the target PBX


      • Manual Configuration is Needed - send a notification when the user has been migrated to the target PBX, but there is manual configuration needed due to feature parity issues between the legacy PBX and the new PBX. The email will include, where possible, instructions on how to manually configure the new telephone system to support legacy features  



    1. Click Save button


There are two email templates, one for each notification type. The templates are fully customisable.

    1. In the List of Templates window, click the Edit button next to the template you want to make changes to


    1. The Edit Template window opens with the email content displayed. Update the template as needed


    1. Click the Save button

Note: The following meta-tags can be used to personalize the email content:

#first_name# - The first name of the user as appears in the Active Directory

#last_name# - The last name of the user as appears in the Active Directory

Log


In Logs you can access operations that took place in the system. All users that have access to the project will be able to see the logs of all other users.


    1. To view logs open the Logs window
    2. From the Operations dropdown, select the log you want to investigate



    1. The Results window opens showing all the actions taken in that log including the time and date of the action and the action message

Each action can have three possible states;

 icon means that this action is informational only

 icon means that the action completed successfully

 icon means that this action failed to complete

    1. To export the log results, click on the  download icon. This will only export results for the log currently being viewed

Settings

 

will open the Side By Side window where you manage the parameters for how users on the legacy system, not yet migrated, will communicate with those users already migrated to the new PBX. For a detailed description of the functionality of this window click HERE