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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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Name

{system_name}

Type

{system_type}

Audit date

{scan_date}

SPA/ZT client ID

{clientId}

SPA/ZT SOW ID

{sowId}

SPA/ZT Phase ID

{phaseId}

SPA/ZT Partner Type

{partnerType}

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Platform details

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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}

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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}

{ciscoAnalogIcon}

{ciscoDigitalIcon}

{ciscoIPIcon}

{broadsoftAnalogIcon}

{broadsoftDigitalIcon}

{broadsoftIPIcon}

{skypeAnalogIcon}

{skypeDigitalIcon}

{skypeIPIcon} {/migrationbyloc}

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Migration Features Graphs

{chartcccisco} -> CISCO

{chartccbroadsoft} - > RING CENTRAL

{chartccteams} - > TEAMS

{chartccbroadsoft%} - > BROADSOFT

{chartccrc} - > RINGCENTRAL

{chartcceight} - > 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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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}

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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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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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PLID

Name

Detail

Number

Part number

Revision

Firmware

{#comparison} {plid}

{nameimg} {name}

{oldName}

{detailimg} {detail}

{oldDetail}

{circuitidimg} {circuitid}

{oldCircuitid}

{partnumberimg} {partnumber}

{oldPartnumber}

{revisionimg} {revision}

{oldRevision}

{firmwareimg} {firmware}

{oldFirmware}

{/comparison}

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Migration plan

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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

Zero / Low Usage

Medium Usage

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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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}


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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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