Introduction

Cisco has enabled True Forward (TF) automation for Collaboration Flex Plan 3.0 Enterprise Agreements, eliminating manual touches for the annual TF process.

This automation applies to Collaboration Flex Plan 3.0 Enterprise Agreement Cloud deployed subscriptions:

  • Webex Suite
  • Meetings Enterprise Agreement
  • Webex Calling Enterprise Agreement
  • Meetings + Webex Calling Pack Enterprise Agreement

Collaboration Flex Plan EA offers not listed here use the same annual True Forward methodology but require manual orders.

If the account is Overconsumed on the Last Day of the 11th Lifecycle Month, a True Forward is required on the True Forward Anniversary Date (TFAD).

An account is overconsumed when the number of Entitled (Licensed) Users exceeds the number of EA Licenses purchased, plus a 20% growth allowance.

For the Webex Suite subscription, an account is overconsumed when the number of Entitled (Licensed) Users exceeds the number of EA Licenses purchased, plus a 15% growth allowance.

To support an accurate Collaboration FLEX EA True Forward, it is important to audit Meetings and Calling licenses prior to the last day of the 11th month. All assigned licenses are measured, regardless of the user status.

For more information about Host vs Attendee licenses, see https://help.webex.com/article/txzp4bb.

For more information about Basic Meetings licenses, see https://help.webex.com/article/c7bq88.

For more information on managing multiple users by CSV, see https://help.webex.com/article/e2okky.

1

Go to Users, Manage Users and click Export user List

2

Remove Columns that will not be updated

Leave the First name, Last Name, and User ID/Email (Required) columns.

Delete any columns that you did not modify. Columns that you remove from the file do not have any chance of altering data. This measure protects you from inadvertently modifying users' services.
First Name Last Name User ID/Email (Required) site.webex.com - WebEx Enterprise Edition [Sub123456]
Sam Patrick Sam.Patrick@site.comTRUE
Sally Kern Sally.Kern@site.comTRUE
ChrisLassen Chris.Lassen@site.com TRUE
3

Update license values to FALSE, save as CSV

First Name Last Name User ID/Email (Required) site.webex.com - WebEx Enterprise Edition [Sub123456]
Sam Patrick Sam.Patrick@site.comFALSE
Sally Kern Sally.Kern@site.comFALSE
ChrisLassen Chris.Lassen@site.com FALSE
4

Click Import

For more information on managing individual users in Control Hub, see https://help.webex.com/article/nikzbgy.

1

Find the inactive user.

2

Select the user.

The user details page opens, on the user's Profile tab. Scroll down to see their Licenses.

3

Click Edit Licenses.

The user's license summary page shows, where you can review the licenses.

4

Click Edit Licenses, then work through all the sections and uncheck all the boxes.

5

Click Save.

1

Visit your Webex site and sign in

2

Click the dropdown on your profile and select "Webex administration"

3

For a single user:

  1. Click Edit User

  2. Use the search controls to find the user. For example, you can look for Inactive users, who are Hosts, and then find the user alphabetically. Or find the user by you know their User name or Email.

  3. Open the user

  4. Change their Account Type from Host to Attendee only

  5. Click Update

4

For multiple users:

  1. Click Import/Export Users

  2. Select Export Inactive Users Only

  3. On the request received page, click OK

  4. Wait. The status updates when the export is ready to be downloaded

  5. Click Download exported CSV file

  6. When the download is finished, click Close window on the popup

  7. In your downloads select SiteUsers.csv

  8. Save a backup copy of that, in case you make a mistake modifying or importing the file

  9. Open the CSV file in a spreadsheet or text editor

  10. For all users where the Active column is "N", and the HostPrivilege column is "HOST", change the HostPrivilege value to "ATTND"

  11. Save the file as comma separated values (CSV) and import it into Webex Administration

    1. On the menu in Webex Administration, click Import/Export Users
    2. Click Import
    3. On the Batch Import Users page, click Choose File
    4. Select Comma as the Delimiter
    5. Click Import
    6. Click OK

      The Batch Import Users page shows status queued.

    7. Wait.
5

Review the results, and verify for one of the imported users that the host privilege has changed