Filter Templates are an optional security component used to restrict user’s access to objects and field data within a Service Group.

Scenario: Help desk personnel at Company X are divided into groups: support for the New York and Atlanta offices. The challenge is help desk personnel should only see devices and field data specific to their location, but they share CUCM and CUC clusters. Filter templates overcome this challenge by providing a mechanism to filter views of devices and field data at a Service Group level.

To add a Filter Template:

  1. Select Filter Templates from the System menu
  2. On the menu, click Add to create a new Filter Template
  3. Enter the Filter Template Name and select a Service Group
  4. Configure filter options as described in table
  5. When finished, click Save
  6. To add another Filter Template, repeat the process
Field Name Description
Name Filter Template Name
Service Group Name Select the Service Group
Device Pools Select the CUCM Device Poos(s)
Calling Search Space Select the CUCM Calling Search Space(s)
Route Partitions Select a CUCM Route Partition(s)
Device Profile Filter Applies to the Device Profile Description Field. Matches using “contains”.
Telephone Number Applies to the CUCM End User Telephone number field. Matches using “begins with”.
Department Applies to the End User Department Field. Matches using “contains”.
Email (mailid) Applies to the End User Mail ID Field. Matches using “contains”.
Apply CUCM End User filter to Unity Connection Applies CUCM End User filter to Unity Connection
Filter Field Select the Unity Connection filter field
Filter Starts With Specify the filter criteria


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