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This guide outlines how to create a word merge template, the use of tokens and the context each should be used in.

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Word Merge Syntax

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  • Variables: variables are single tokens that do not require and an closingtoken which are encapsulated within curly braces in the form {varname} these can be used outside of tables or used on their on in a row/column/field in a table.

  • Table tokens: tables require opening and closing tokens and are used in tables only. They are in the form {#tablename} … {var1} {var2} etc… {/tablename}

  • Image Tokens: Images are in the same form {%imgtag}imgtag} but instead of inserting text, they will insert a dymanically created or stock icon image.

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Variables

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Gateway / Cabinet overview

The system type is ‘{platformType}’ running on ‘{platformName}’

There are {total_mg}nodes in this configuration.

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Category

Count

Information

Cards full

{cardsfull}

Cards that are 100% utilised

Cards almost full

{cardsnearlyfull}

Cards that are >90% utilised

License status

(See licensing section)

{license_alert}

{#migsumm}{title}

{count}

{detail} {/migsumm}

...

Facility in use

# of instances

Microsoft Support

{#migrationfeatures} {%statusimgstatusimg} {desc}

{count}

{%sfbIconsfbIcon} {sfbInfo} {/migrationfeatures}

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Vendor specific considerations: -

Cisco: {%ciscoIconciscoIcon} {ciscoInfo}

BroadSoft: {%broadsoftIconbroadsoftIcon} {broadsoftInfo}

Microsoft: {%sfbIconsfbIcon} {sfbInfo}

Mitel: {%mitelconnectIconmitelconnectIcon} {mitelconnectInfo}

Zoom: {%zoomIconzoomIcon} {zoomInfo}

8x8: {%eightIconeightIcon} {eightInfo}

RingCentral: {%rcIconrcIcon} {rcInfo}

{hide8x8} Appearing anywhere before this table will remove 8x8 compatible phones from the detailed list

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Migration overview by location

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Location

Analog

Digital

IP

Cisco

Broadsoft

Skype

Counts

Ana

Dig

IP

Ana

Dig

IP

Ana

Dig

IP

{#migrationbyloc} {Region_Name}

{Total_analog}

{Total_digital}

{Total_IP}

{%ciscoAnalogIconciscoAnalogIcon}

{%ciscoDigitalIconciscoDigitalIcon}

{%ciscoIPIconciscoIPIcon}

{%broadsoftAnalogIconbroadsoftAnalogIcon}

{%broadsoftDigitalIconbroadsoftDigitalIcon}

{%broadsoftIPIconbroadsoftIPIcon}

{%skypeAnalogIconskypeAnalogIcon}

{%skypeDigitalIconskypeDigitalIcon}

{%skypeIPIconskypeIPIcon} {/migrationbyloc}

Migration Features Graphs

{%chartccciscochartcccisco} -> CISCO

{%chartccbroadsoftchartccbroadsoft} - > RING CENTRAL

{%chartccteamschartccteams} - > TEAMS

{%chartccbroadsoft%chartccbroadsoft%} - > BROADSOFT

{%chartccrcchartccrc} - > RINGCENTRAL

{%chartcceightchartcceight} - > 8x8

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Each of the above tokens will provide a % compliance across ALL insights for that vendor, e.g. 250 items (phones, hunt groups, call forwarding etc.) and 125 compliant would show 50%

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Capacity

Used

Total

{total_extns}

{total_programmed_extns}

Analog

{total_analog_extns}

{used_analog_extns}

Digital

{total_digital_extns}

{used_digital_extns}

Hybrid (i.e. COV)

{total_hybrid_extns}

{used_hybrid_extns}

IP

{total_ip_extns}

{used_ip_extns}

{%chartextnchartextn}

There were {total_oos_extns} extensions marked as ‘out of service’

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Phones to be reviewed

Mitel Phones

This is used only when migrating to hosted Mitel solutions.

  • phones that are not supported

  • phones with revision numbers that will require an extra step when first connect to MiCloud Connect

  • phones with more buttons programmed than what is supported by MiCloud Connect

Location

Name

Model

DN

IP

MAC

{#miccunsup} {rname}

{name}

{detail}

{circuitid}

{IP_Address}

{MAC} {/miccunsup}

RingCentral

Location

Name

Model

DN

IP

MAC

{#rcunsup} {rname}

{name}

{detail}

{circuitid}

{IP_Address}

{MAC} {/rcunsup}

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Trunks

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Capacity

Used

Total

{total_trunks}

{total_programmed_trunks}

Analog

{total_analog_trunks}

{used_analog_trunks}

Digital

{total_digital_trunks}

{used_digital_trunks}

Hybrid (i.e. AC13/AC15/E&M)

{total_hybrid_trunks}

{used_hybrid_trunks}

IP

{total_ip_trunks}

{used_ip_trunks}

AC13

{total_ac13}

AC15

{total_ac15}

E&M

{total_em}

{%charttrunkscharttrunks}

There were {total_oos_trunks} extensions marked as ‘out of service’

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Digit

Digits to follow

Group #

COR

Route Type

Trunk

Type

Description

Absorb

Insert

Final

Group

type

{#ars} {digit}{following}

{digitstofollow}

{trunkgroup}

{cor}

{routetype}

{type}

{description}

{abs}

{ins}

{ft}

{grouptype}{/ars}

Or

Digit

Digits to follow

Route Termination Type

1st

2nd

3rd

Absorb

Insert

{#ars2} {digit}{following}

{digitstofollow}

{rid}

{c1}

{c2}

{c3}

{abs}

{ins}{/ars2}

List all Routes (in use or not)

Digit

Route Type

Trunk Group Type

Absorb

Insert

Final Tone/Marker

{#ars3} {rn}

{routetype}

{tt}

{abs}

{ins}

{ft}{/ars3}

List all Plans

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Route Termination Type

Route Plan Number

Day and Time Zone #

Day Zone

Zone 1 Term Type

Zone 2 Term Type

Zone 3 Term Type

Zone 4 Term Type

{#ars4} {rid}

{rpn}

{dtz}

{dz}

{z1type} {z1term}

{z2type} {z2term}

{z3type} {z3term}

{z4type} {z4term} {/ars4}

...

Route Number

Routing Medium

Trunk group number

Description / SIP Peer Profile Label

Trunk Type

Route Type

{#ars5}

{rn}

{type}

{trunkgroup}

{description}

{grouptype}

{routetype}

{/ars5}

MiVB:

You can also add:-

{rt} to show the route number if required

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Shows all feature codes (e.g. “Make Busy”, “DND” etc.) – Note the orange entries apply to some vendors only (e.g. MiVO 250)

Feature name

Code

Admins Only

Directory Entry

Engineering Only

{#codes} {featurename}

{code}

{adminonly}

{direntry}

{engonly}{/codes}

I

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Energy insights

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The current Total kWh of {greentotalkwh} can be reflected as the following environmental impact :-

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Impact on the environment – PER HOUR

...

{greentotalco2} Kilograms of CO2/hour generated by electricity production

...

{greentotal_felled} fully grown trees felled

...

{greentotal_cars} passenger vehicles driven for 1 year (or {greentotal_miles} miles driven in one car)

...

{greentotal_phones} mobile phones charged

...

The total energy usage of {greentotal_homes} homes

...

Annually, this means a total kWh/annum of {greentotalkwh_y}

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Impact on the environment – ANNUALLY

...

{greentotalco2_y}Kilograms of CO2 generated!

...

{greentotal_felled_y} fully grown trees felled

...

{greentotal_cars_y} passenger vehicles driven for 1 year (or {greentotal_miles_y} miles driven in one car)

...

{greentotal_phones_y} mobile phones charged

...

The total energy usage of {greentotal_homes_y} homes

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Mitigation

The above could be mitigated by

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Migrating your on-premise voice system to a hosted solution, where the overall electricity usage is shared across a large number of clients using more efficient technologies.

You might also consider

...

Recycling {greentotal_bags_y} bags of waste instead of sending them to landfill – EACH YEAR

...

Planting {greentotal_trees_y} seedlings let letting them grow for 10 years – EACH YEAR

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Swapping {greentotal_bulbs_y} incandescent bulbs to LED’s

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LIM

Type

Analog Extns

Digital Extns

Operator Extns

Total for LIM

{#sapsec}{lim}

{type}

{analogextns}

{digitalextns}

{oprextns}

{total}{/sapsec}

Totals:

{saptotalanalog}

{saptotaldigital}

{saptotaloperator}

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User profiles in use

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Status

Item

Type

firmware

revision

Latest version

Latest version date

{#firmwareeol}

{%statusimgstatusimg}

{name}

{type}

{firmware}

{revision}

{latestVersion}

{latestDate}

{/firmwareeol}

...

Type

Added

Removed

Changed name

Changed detail

Changed firmware

{#comparisonsummary} {type}

{%addedimgaddedimg} {added}

{%removedimgremovedimg} {removed}

{%changednameimgchangednameimg} {changedname}

{%changeddetailimgchangeddetailimg} {changeddetail}

{%changedfirmwareimgchangedfirmwareimg} {changedfirmware}

{/comparisonsummary}

...

PLID

Name

Detail

Number

Part number

Revision

Firmware

{#comparison} {plid}

{%nameimgnameimg} {name}

{oldName}

{%detailimgdetailimg} {detail}

{oldDetail}

{%circuitidimgcircuitidimg} {circuitid}

{oldCircuitid}

{%partnumberimgpartnumberimg} {partnumber}

{oldPartnumber}

{%revisionimgrevisionimg} {revision}

{oldRevision}

{%firmwareimgfirmwareimg} {firmware}

{oldFirmware}

{/comparison}

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Migration plan

...

Facility in use

# of instances

Cisco Support

Broadsoft Support

SfB Support

{#migrationfeatures}

{%statusimgstatusimg}

{desc}

{count}

{%ciscoIconciscoIcon} {ciscoInfo}

{%broadsoftIconbroadsoftIcon} {broadsoftInfo}

{%sfbIconsfbIcon} {sfbInfo}

{/migrationfeatures}

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Migration considerations and totals

Icon and info {%mitelconnectIconmitelconnectIcon} {mitelconnectInfo}

{mf_itemName} Will show individual fields from above migration considerations (e.g. mf_HuntGroups)

{mfs_itemName} Will show MiCloud Connect support for the same field

{%mfimfi_itemName} Will show MiCloud Connect support for the same field as an Icon

...

NOTE: This section of the report requires CDR data to allow population.

{total_phones} Total DN's

(Directory Numbers)

{total_calls} DN's making calls

{total_calls_in} DN's receiving incoming calls.

{total_calls_out} DN's making outgoing calls

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Zero / Low Usage

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Medium Usage

Image Removed

High Usage

{total_users_zero_calls} users with 0 calls

{total_users_less20_calls} with under 20 calls

{total_users_less50_calls} users with under 50 call involvements

{total_users_less100_calls} with under 100 call involvements

{total_users_over100_calls} users with over 100 call involvements

{total_users_over250_calls} over 250

{total_users_over1000_calls} over 1000


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Special case tokens

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Extensions making OR receiving > 10 calls {extns_calls_in_out_10}

{%chartusagechartusage}

Total cost if using E3 : {e3}* Total cost if using E5: {e5}*

...

Total cost if using E3+Voice based on {extns_calls_in_out_10} extensions in use (based on CDR data):

{e3v}* - {e3insight}

*Based on costs of E3 = {e3cost}, E3+Voice = {e3vcost} and E5 = {e5cost}

Image RemovedImage Added


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Unsupported Teams Features

This details features that have limited or no support in Teams

Facility

# in Use

Comment

{#teamsinsights} {facility}

{count}

{info}{/teamsinsights}

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This will show an ACD/IVR tree on compatible audits (Mitel MiVB, Shoretel/MiVoice Connect)

{%chartacdchartacd}

...

Note: Scaling may be required after the document is generated.

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Cabinet/PABX Wiremap Chart

{%chartcabschartcabs}

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Note: Scaling may be required after the document is generated.

Index

Table of Contents