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Wiki source code of Bulk Provisioning

Last modified by Aaron Blackburn on 2026/09/25 20:45
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Aaron Blackburn 8.1 1 {{html clean="false"}}
2 <style>
3 @import url('https://fonts.googleapis.com/css2?family=Host+Grotesk:wght@300;400;500;600;700;800&display=swap');
4
5 .fd-guide, .fd-guide * {
6 box-sizing: border-box;
7 }
8
9 .fd-guide {
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20
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52 border-bottom: 2px solid var(--fd-lightgrey);
53 padding-bottom: 24px;
54 margin-bottom: 32px;
55 }
56
57 .fd-guide .guide-header h1 {
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59 font-weight: 800;
60 font-size: 2.25rem;
61 margin: 0 0 10px;
62 letter-spacing: -0.02em;
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65
66 .fd-guide .guide-header p.subtitle {
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68 color: var(--fd-slate);
69 margin: 0;
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71 }
72
73 .fd-guide .callout {
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75 border-left: 4px solid var(--fd-blue);
76 border-radius: 0 8px 8px 0;
77 padding: 16px 20px;
78 margin-bottom: 32px;
79 font-size: 0.95rem;
80 line-height: 1.6;
81 }
82
83 .fd-guide .callout strong {
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87 .fd-guide .section-title {
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89 font-weight: 800;
90 font-size: 1.65rem;
91 margin: 40px 0 20px;
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94 letter-spacing: -0.01em;
95 }
96
97 .fd-guide .step-list {
98 display: flex;
99 flex-direction: column;
100 gap: 32px;
101 }
102
103 .fd-guide .step-item {
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108
109 .fd-guide .step-number {
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121 margin-top: 2px;
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123
124 .fd-guide .step-content {
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128 .fd-guide .step-content h3 {
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142
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153
154 .fd-guide .step-content code {
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162
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168 overflow: hidden;
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170 }
171
172 .fd-guide .img-container img {
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177
178 .fd-guide .img-caption {
179 padding: 8px 14px;
180 font-size: 0.82rem;
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183 background: #ffffff;
184 font-style: italic;
185 }
186
187 .fd-guide footer {
188 margin-top: 56px;
189 padding-top: 24px;
190 border-top: 1px solid var(--fd-lightgrey);
191 display: flex;
192 justify-content: space-between;
193 align-items: center;
194 font-size: 0.85rem;
195 color: var(--fd-grey);
196 }
197
198 .fd-guide footer a {
199 color: var(--fd-blue);
200 text-decoration: none;
201 font-weight: 600;
202 }
203
204 .fd-guide footer a:hover {
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207
208 @media (max-width: 768px) {
209 .fd-guide .step-item {
210 flex-direction: column;
211 gap: 12px;
212 }
213 }
214 </style>
215
216 <div class="fd-guide">
217
218 <!-- Breadcrumbs -->
219 <div class="fd-breadcrumbs">
220 <a href="https://learn.firstdigital.com/bin/view/Main/">Home</a>
221 <span>&rsaquo;</span>
222 <a href="https://learn.firstdigital.com/bin/view/FirstDigital%20Product%20Support/">Voice Services</a>
223 <span>&rsaquo;</span>
224 <span>FDConnect Bulk Management and Provisioning</span>
225 </div>
226
227 <!-- Guide Title Header -->
228 <header class="guide-header">
229 <h1>FDConnect Bulk Management and Provisioning</h1>
230 <p class="subtitle">Complete guide to bulk user provisioning, DID feature management, and self-help options in FDConnect.</p>
231 </header>
232
233 <!-- Section 1: Bulk User Provisioning -->
234 <h2 class="section-title">Bulk User Provisioning</h2>
235
236 <div class="callout">
237 <strong>Overview:</strong> To provision users in bulk, export the Excel file template from FDConnect, populate the user details, upload the completed template, and validate the entries using the wizard.
238 </div>
239
240 <div class="step-list">
241
242 <div class="step-item">
243 <div class="step-number">1</div>
244 <div class="step-content">
245 <h3>Access Provision Users Section</h3>
246 <p>Log into FDConnect and navigate to <strong>Orders</strong> &gt; <code>Provision Users</code>.</p>
247 </div>
248 </div>
249
250 <div class="step-item">
251 <div class="step-number">2</div>
252 <div class="step-content">
253 <h3>Download &amp; Fill Excel Template</h3>
254 <p>Export and fill out the provided Excel template. Make sure to complete the following columns:</p>
255 <ul>
256 <li><strong>Country</strong></li>
257 <li><strong>First Name</strong></li>
258 <li><strong>Last Name</strong></li>
259 <li><strong>User Principal Name</strong></li>
260 <li><strong>Number</strong></li>
261 <li><strong>Note</strong></li>
262 </ul>
263
264 <div class="img-container">
265 <img src="https://learn.firstdigital.com/bin/download/CCP/Bulk%20Provisioning/WebHome/Picture1.png?rev=1.2" alt="Import Bulk Number Assignment Template Interface">
266 <div class="img-caption">Figure 1.1: Downloading the Excel template in Orders > Provision Users.</div>
267 </div>
268 </div>
269 </div>
270
271 <div class="step-item">
272 <div class="step-number">3</div>
273 <div class="step-content">
274 <h3>Upload &amp; Validate</h3>
275 <p>Read all listed upload instructions, upload your saved Excel sheet, and proceed through the wizard steps to complete validation.</p>
276 </div>
277 </div>
278
279 </div>
280
281 <!-- Section 2: Bulk Number Management -->
282 <h2 class="section-title">Bulk Number Management</h2>
283
284 <div class="callout">
285 <strong>Overview:</strong> Bulk Number Management allows you to update features across multiple DIDs at once, including Outbound/Inbound CNAM, Static/Dynamic Emergency Services, Call Forwarding, CPN, and Notes.
286 </div>
287
288 <div class="step-list">
289
290 <div class="step-item">
291 <div class="step-number">1</div>
292 <div class="step-content">
293 <h3>Navigate to Bulk Features</h3>
294 <p>Log into FDConnect and navigate to <strong>Manage</strong> &gt; <code>Bulk Features</code>.</p>
295
296 <div class="img-container">
297 <img src="https://learn.firstdigital.com/bin/download/CCP/Bulk%20Provisioning/WebHome/Picture2.png?rev=1.1" alt="Bulk Features Navigation Screen">
298 <div class="img-caption">Figure 2.1: Locating Bulk Features under the Manage menu.</div>
299 </div>
300 </div>
301 </div>
302
303 <div class="step-item">
304 <div class="step-number">2</div>
305 <div class="step-content">
306 <h3>Select Service &amp; Download/Upload Template</h3>
307 <p>Click on the <strong>Enable</strong> icon under the specific service you wish to update (e.g., Outbound CNAM, Static Emergency Service, Call Forward, CPN, Inbound CNAM, Dynamic Emergency Services).</p>
308 <p>Download the corresponding Excel template, fill in your changes, and upload the completed sheet on the following page.</p>
309
310 <div class="img-container">
311 <img src="https://learn.firstdigital.com/bin/download/CCP/Bulk%20Provisioning/WebHome/Picture3.png?rev=1.1" alt="Enable / Disable Outbound CNAM Template Upload Screen">
312 <div class="img-caption">Figure 2.2: Downloading and uploading feature templates for bulk updates.</div>
313 </div>
314 </div>
315 </div>
316
317 </div>
318
319 <!-- Section 3: Additional Self-Help Resources -->
320 <h2 class="section-title">Self-Help &amp; Knowledge Base</h2>
321
322 <div class="step-list">
323
324 <div class="step-item">
325 <div class="step-number">&star;</div>
326 <div class="step-content">
327 <h3>Using the "Gold Bible" Knowledge Base Icon</h3>
328 <p>For additional guidance on any page inside FDConnect, click the book icon (referred to as the "Gold Bible") located at the bottom right corner of the page.</p>
329
330 <div class="img-container">
331 <img src="https://learn.firstdigital.com/bin/download/CCP/Bulk%20Provisioning/WebHome/Picture4.png?rev=1.1" alt="Gold Bible icon located at bottom right corner">
332 <div class="img-caption">Figure 3.1: The self-help book icon in the bottom right corner of FDConnect.</div>
333 </div>
334
335 <p>Clicking this icon opens an overlay panel containing page-specific help articles, portal documentation, and a searchable Knowledge Base.</p>
336
337 <div class="img-container">
338 <img src="https://learn.firstdigital.com/bin/download/CCP/Bulk%20Provisioning/WebHome/Picture5.png?rev=1.1" alt="Page Help and Knowledge Base Search Panel">
339 <div class="img-caption">Figure 3.2: Page Help and Knowledge Base search panel inside FDConnect.</div>
340 </div>
341 </div>
342 </div>
343
344 </div>
345
346 <!-- Page Footer -->
347 <footer>
348 <div>&copy; FirstDigital. Technical Documentation.</div>
349 <div>
350 <a href="https://learn.firstdigital.com/bin/view/FirstDigital%20Product%20Support/">Voice Support Hub</a> &middot;
351 <a href="https://learn.firstdigital.com/bin/view/Main/">Wiki Home</a>
352 </div>
353 </footer>
354
355 </div>
356 {{/html}}