Customers with Jabber with Unified CM IM and Presence, Jabber Phone Only mode, or our Webex apps will not experience any change.


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Create a Control Hub org if you don't currently have one and then complete the initial setup. Control Hub is the administrative interface where you manage users and services in your organization. We highly encourage you to enable single sign-on (SSO) for a consistent user sign-in experience.

Before you begin

You may already have the entitlements for Webex Teams. If you do, then you can get ready and start to deploy.​ If you don’t, we’ll help you move to the right licensing. Work with your partner or Cisco contact for further assistance.

1

Add, verify, and claim domains.

You can add, verify, and claim your domains in Cisco Webex Control Hub to use features that require proof of domain ownership, ensure the security and integrity of your organization, and to help with your user management.

2

Deploy the Hybrid Calendar Service.

With Hybrid Calendar Service, you can connect your on-premises Microsoft Exchange, Office 365 or Google's G Suite Calendar (Google Calendar) environment to Cisco Webex. This integration makes it easier to schedule and join meetings, especially when mobile; no plugins are required.

Users can add Cisco Webex Room and Desk devices and Webex Boards to a meeting to make conferencing resources available. If the device is enabled for the Hybrid Calendar Service, the green Join button appears on the device. (The Join button is also known as One Button to Push, and is also available to devices that are registered to Cisco Unified Communications Manager, and managed by Cisco TelePresence Management Suite.)

3

Enable single sign-on (SSO) across all components for a consistent user experience:

If you have your own identity provider (IdP) in your organization, you can integrate the SAML IdP with your WebEx Messenger, Unified CM, and Control Hub environments for SSO. SSO lets your users use a single, common set of credentials for Webex Meetings, Webex Teams, and other applications in your organization.

4

Suppress automated emails.

Cisco Webex sends automated emails to users when licenses are assigned to users in Control Hub. But, if you have an SSO organization, you can suppress these automated emails and send out your own communications instead.

We recommend a flash cutover to Control Hub so that all users are updated at the same time. Set policies to allow for things like XMPP federation, retention, and compliance.

If you're migrating users over time and want to use messaging interop during that period, you must submit a request for your Webex Messenger org to become "CI Enabled" so that all the Messenger users are synchronized to the Webex Teams platform. See Webex Messenger to Webex Teams Migration - Messaging Interop for more information about this process.

1

Set the retention policy for your organization.

Webex Teams uses persistent messaging. If less message retention is important to your organization, set the retention period for data in Webex Teams.

You can request a retention period of 24 hours by contacting our Update Program support team.

2

Configure access to Enterprise Content Management (ECM) in Control Hub.

Configure access to your enterprise content management platform in Control Hub. Provide users with permission to use your enterprise content management platform in Cisco Webex Teams. Users can only use an approved enterprise management platform to upload and manage files and content in Webex Teams.

3

Ensure regulatory compliance of Cisco Webex Teams content.

(This feature requires Pro Pack.) As a compliance officer, you can use Control Hub to search through any conversation in the Webex Teams app. You can look for a specific person in your company, find content they've shared, or search through a specific space and then generate a report of your findings. This way, you can make sure people are complying with both outside regulatory requirements and your internal policies.

4

Deploy Hybrid Data Security.

From day one, data security has been the primary focus in designing Cisco Webex Teams. The cornerstone of this security is end-to-end content encryption, enabled by Webex Teams clients interacting with the Key Management Service (KMS). The KMS is responsible for creating and managing the cryptographic keys that clients use to dynamically encrypt and decrypt messages and files.

By default, all Webex Teams customers get end-to-end encryption with dynamic keys stored in the cloud KMS, in Cisco's security realm. Hybrid Data Security moves the KMS and other security-related functions to your enterprise data center, so nobody but you holds the keys to your encrypted content.

5

Enable XMPP Federation for Webex Teams.

You can choose if your users can communicate in Webex Teams with people using messaging apps that support XMPP.

For migration-specific information, see the XMPP Federation in Webex Teams slide deck.


If you are moving your users in groups over a period of time and intend to use Webex Teams as the single collaboration client, you can enable interop so your Webex Teams users can communicate with the groups still on Jabber or request assistance from our Update Program support team. We strongly recommend a full migration to Webex Teams; only do this step if you're doing a gradual cutover to Webex Teams.

To enable Common Identity (CI) linking in Messenger which allows for a phased update process across your organization, contact our Update Program support team for assistance.


If you deploy interop, you must avoid directory synchronization because it introduces two sources of user management—one in Messenger, one in Control Hub.

If you deploy interop, XMPP federation is maintained in the Messenger org, not in Control Hub.

If you cut over to Webex Teams and a Control Hub org, we don't have the option for how to add federated domains in Control Hub. Contact our Update Program support team for assistance.

1

Follow the steps in Link Webex Sites to Control Hub.

If you have existing Webex sites you can use the Cisco Webex linking process to get access to advanced analytics for those sites, and also link your Webex Meetings users to Control Hub.

2

Enable cross-launch to Webex Meetings.

This step gives your team of users the same meetings experience that they had with Messenger.

Request the Webex Meetings cross-launch by contacting our Update Program support team.

Use the steps to set up Calling in Webex Teams (Unified CM); this solution uses your existing Unified CM deployment that you already used for the WebEx Messenger solution. Refer to the Transitioning from Jabber Unified CM Calling to Webex Teams Unified CM Calling and Webex Teams UCM Calling Configuration guides for more information.


Webex Teams already includes most knowledge worker calling features. However, in some cases, a small subset of your users may need more advanced calling features that aren't yet in Webex Teams, such as contact center features and multiline. You can use Webex Teams with a cross-launch to Jabber as an interim solution. This option opens Jabber when a user makes a call from Webex Teams; incoming calls also ring in Jabber directly. For more information, see Webex Teams with Jabber Cross Launch.

1

Deploy Calling in Webex Teams (Unified CM).

The Calling in Webex Teams (Unified CM) solution lets you register Webex Teams directly to your Cisco Unified Communications Manager call control environment (on-premises enterprise, Business Edition 6000/7000, or as delivered through an HCS partner solution).

This solution enhances the calling experience for end users, allowing them to directly make calls in Webex Teams through your Unified CM environment, use midcall features, and control their Unified CM registered desk phone from Webex Teams.

2

Set Up Cisco Webex Teams Calling Behavior for Organization and Users

You can control which calling application is used and how calls are routed when people dial PSTN numbers or extensions from Cisco Webex Teams. You configure this setting at the organization level, and you can also override your organization's default setting for specific users with different calling needs.

Choose Calling in Webex Teams (Unified CM) to keep calls in Webex Teams. Choose Cisco Jabber app to cross-launch to Jabber for some users if they require more advanced calling functionality such as multiline and contact center agent features. Note the caveats in the deployment guide for more information.

(Partners and Sales only.) For additional information on positioning calling, refer to our sales key.

Configure default settings for account creation. Enabling Cisco Directory Connector or a SCIM API-based sync solution allows for automatic user management, which we recommend for larger, more mature organizations that use Active Directory, Azure AD, or Okta. Deploy the Webex Teams app and then decommission the Messenger org.

1

Set Up Automatic License Assignment Templates in Cisco Webex Control Hub

You can set up a default license template in Control Hub that automatically assigns licenses to new users.

2

(Optional) Synchronize users from an existing supported directory:

You can synchronize users from an existing directory in to your Control Hub organization using the integration steps for Cisco Directory Connector or a SCIM API option. These integrations keep your user list in sync so you don't have to recreate user accounts. Whenever a user is created, updated, or removed in the directory that you're synchronizing, Control Hub reflects the update.

3

Choose a method to enable users in Control Hub for services:

4

Cisco Webex Teams Installation and Automatic Upgrade

As an administrator, you can install Webex Teams using the MSI file on Windows or the DMG file on Mac. You can include command line parameters with the MSI file on Windows to improve user experience. Webex Teams periodically checks for newer versions to automatically upgrade the app. These steps only work for the desktop versions of Webex Teams.

Users can also self-serve and install Webex Teams themselves. They can download the desktop or mobile versions from https://www.webex.com/downloads.html.

5

Configure Product Update Controls for Webex Teams

You can control the product updates for Webex Teams that your users are updated to and when the app is updated. You can use a deferral period to preview the app before your users are updated.

6

Decommission Messenger org.

When you're all up and running with your Control Hub organization, you've notified your users of the change, and you're ready, contact the Update Program support team to have your old Messenger org decommissioned.

Need some help? We've got you

Reach out to The Update Program support team for assistance.

Get everything you need to implement the Update Program.