Create and change bundles

Bundles are groups of features, phone types, and devices that you assign to one or more customers. 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.htm for details about user bundle services by license type.

User bundle services and license types

The services available for user bundles are MyCloud 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

Notes

When you downgrade a user bundle from Management Portal, for example a user going from 3 phones down to 2, the MiCollab Client API will cause the user's status to be deleted and recreated. The user will need to logout of MiCollab Client, log in again and manually recreate their routing rules (set which devices will ring in different states).

When you change a bundle that includes a teleworker set (registered to MiVoice Business), the configured ICP on the MBG reverts to the default and the teleworker set logs out. To fix this issue, manually change the ICP on the MBG back to the configured ICP. The MAC address is not affected.

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.

You must create at least one user bundle before you or a customer administrator can create a user.

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.
    Note: 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 will depend on your 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.

Change bundles

The bundles list is grouped based on the initial bundles users were created with (Hotdesk or non-Hotdesk). If the user was created with a Hotdesk bundle, you cannot change it back to a non-Hotdesk bundle. The same applies to changing a non-Hotdesk bundle to a Hotdesk bundle.

To change a bundle:

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

  2. Select the bundle you want to modify.

  3. Click the Edit icon and make the required changes.
    Note: A bundle change does not trigger a resend of the Welcome email. Make sure you resend the Welcome email manually so that users can receive the updated bundle information.

  4. Upload any updated setup instructions that you want to include as an attachment in the welcome email.

  5. Click Save.

  6. Log out and log back into Management Portal to enable your changes.

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 the 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 your 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.

MiCollab Clients for Mobile

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

When you assign a Next Gen Mobile SIP Phone for MiCollab Client, make sure that you add text in the Welcome email to notify users that they will receive an additional email with instructions on how to deploy the Next Gen Mobile Phone application. For instructions on how to set up MiCollab Client for Mobile users, see Optional: Prepare MiCollab Client for mobile users in the MiCloud Business for Service Providers Deployment Guide.

Note

If users are receiving the Welcome email but not the Deployment email, make sure that the MiCollab server is able to contact the redirect server. Look in the MiCollab server logs for the error "Could not connect to Server... Network is unreachable".

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 documents file formats are supported and there are no file size restrictions.

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