Vocera Platform Administration Guide

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  • Getting Started
    • About the Vocera Platform
    • About the Vocera Platform Administration Guide
    • Vocera Platform Features
    • Related Documentation
    • Using the Vocera Platform Web Console
      • About Vocera Platform Web Console
      • Browser Requirements
      • Logging Into the Vocera Platform Web Console
      • Logging Out
      • Changing the Navigation Bar Views
      • The Presence Indicator
        • Setting Presence and Availability
        • Adding a Custom Availability Message
        • Removing a Custom Availability Message
  • Vina
    • Configuring Vocera Vina
      • Vina Web Checklist
      • Auto-discovery of Vocera Vina Devices
      • Using Android Devices Without Firebase Registration
      • Setting the Notification Timeout
      • Configuration Using Security Policies
        • Hiding the User Department Group
        • Limiting Access to Patient Information
        • Disabling Usage Analytics
        • Configuring Default Name for Custom Tabs
      • Sounds for Vocera Vina
      • About Custom Presets
        • Adding a Custom Preset
        • Editing a Custom Preset
      • Vocera Vina and EMM Solutions
        • EMM with Vocera Vina for Android
        • EMM with Vocera Vina for iOS
    • Vocera Web Calling
    • Requesting Coverage
    • Using Vina Web
      • Uploading the Log
      • About Groups
        • Joining or Leaving a Group
      • About Conversations
        • Conversation Priority
        • Starting a Conversation
          • Starting a Group Chat
          • Creating a Group Chat From a Conversation
          • Adding a Context to a Group Chat
          • Starting a Care Team Chat
        • Adding a Message
          • Message States
          • Sending a Quick Response
          • Acknowledging a Message
        • Conversations with Unread Messages
        • Viewing Participants
        • Adding Participants to a Conversation
        • Leaving a Conversation
        • Archived Conversations
          • Viewing Archived Conversations
          • Unarchiving a Conversation
        • Searching Conversations
        • Personal Titles
      • About Templates
        • About Mass Notifications
        • Using a Staff Template
        • Using a Patient Template
        • Completing a Template Message
      • About Alerts
        • Receiving an Alert
        • About Alert Details
        • Leaving or Completing an Alert
      • About Calls
        • Making a Call
        • Calling a Conversation Participant
        • Enabling a Console Phone
        • Calling a Group
        • About Broadcasts
          • Creating a Broadcast
          • Creating an Urgent Broadcast
        • Calls and Broadcasts from a Patient Context
      • About Personal Messages
      • About Favorites
        • Adding a Favorite
      • Viewing Coverage
      • About Contacts
        • Calling a Contact
    • About the Vocera Vina API
  • Staff Assignment
    • About the Vocera Platform Staff Assignment Guide
      • Staff Assignment Prerequisites
    • Configuring Staff Assignment
      • Creating a Staff Assignment Facility
      • Importing Beds, Rooms, and Departments
        • Enabling Matching Rules for Import
      • Creating Locations
      • Creating Functional Roles
      • Assigning Roles and Linking Groups
      • Assigning Department Level Permissions
    • The Staff Assignment Home Page Layout
    • Managing User Permissions
      • Staff Assignment All Department Access Policy Item
      • Console Calling Allowed
    • Using Staff Assignment
      • Viewing Departments
      • Setting a Department to Home Department
      • Viewing and Searching Staff Members
      • Assigning Staff Member by Clicking
      • Assigning Staff Member by Replacing
      • Assigning Staff Member by Typing
      • Assigning Staff Member using Copy and Paste
      • Messaging Care Team
      • Enabling a Console Phone
      • Messaging an individual Staff Member
      • Calling from Staff Assignment
        • Calling Care Team Members
        • Initiating Broadcast Web Calls
        • Initiating an Urgent Broadcast Call
      • Removing a Staff Assignment
      • Adding Notes for a Patient
  • My Profile
    • About the Vocera Platform My Profile Guide
    • The My Profile Home Page Layout
    • Working With My Profile
      • Viewing and Editing General Profile Information
        • Adding or Editing a Profile Photo
        • Removing a Profile Photo
      • Viewing and Editing Login Information
      • Adding Contact Information
      • Viewing Group Membership
      • Adding Groups
      • Removing Groups
      • Viewing and Configuring Voice Service Fields
      • Configuring Speech Recognition
      • Configuring Call Forwarding
      • Configuring Call Blocking
      • Configure Genie Settings
      • Notifications and Miscellaneous Settings
  • Status
    • Audit Log
      • Navigating to Audit Log
      • Viewing Audit Event Message Content
      • Viewing Audit Log Pagination Results
      • SMTP Event Notification Email and PHI
      • Working with Audit Log Results
        • Searching Audit Log Events
        • Sorting Audit Log Events
        • Filtering Audit Log Events by Date Range
        • Filtering Audit Log Events by Component
        • Pausing and Playing Audit Log Results
      • Accessing the Audit Log Configuration Settings
        • Working with General Settings
        • Working with Database Settings
        • Working with Notifications Settings
        • Working with Destinations Settings
          • Configuring SMTP Settings
          • Configuring SNMP Settings
          • Configuring Syslog Settings
          • Configuring Test Destinations Settings
      • Filtering Audit Events for Vocera Analytics
        • Using Audit Properties to Filter Events to Debug Log
        • Enabling and Disabling Filtering
    • Adapter Services
      • Monitoring Adapter Services
      • Starting and Stopping Adapter Services
    • Device Monitor
      • Working With Device Monitor
      • Uploading Device Logs
    • Database Cluster
      • Viewing Database Cluster Status
      • Failing Over and Repairing Database Clusters
    • Voice Cluster
      • Viewing Voice Cluster Status
      • Failing Over and Restarting Voice Cluster
      • Discovery Mode
      • Sequence of Failover Events
      • Badges and Clusters
      • Data Synchronization
      • Network Problems and Clustering
        • The Self-Healing Mechanism
        • Troubleshooting Network Problems and Clusters
        • Planned Network Outages
      • Geographically Distributed Clusters
    • Queues
      • Viewing Queued Message Detail
      • Canceling a Queued Message
  • Manage
    • Users
      • Searching for Users
      • Recommended Best Practices for Adding Users
      • Adding a User
      • Editing a User
      • Forwarding Calls
      • Adding Call Blocking Exceptions
      • Place Direct Calls from Vocera Devices
        • Enabling Direct Call for Vocera Device Users
        • Disabling Direct Call for Vocera Device Users
      • Disabling Alert Tones and Reminders
      • Deleting a User
      • Creating Custom Options for Users
      • About Speech Recognition
        • The Dynamic Grammar
        • Grammars for Facilities
        • Homonym Recognition
        • Grammars for Facilities
        • Spoken Name Count
        • Intelligent Command Backoff
        • Offer to Learn a Name
    • Groups
      • Understanding Group Properties
      • Understanding Groups, Roles, and Policies
      • Designating Group Types
      • Default Groups
      • Adding a Group
      • Editing a Group
      • Granting Voice Permissions
        • Voice Permissions Reference
      • Call Forwarding
        • Forwarding Calls to Users, Groups, or Contacts
      • Emergency Broadcast
      • Using Voice PIN Authentication
        • Enabling Voice PIN Authentication
      • Configuring Code Lavender
        • Enabling Code Lavender
      • Group Managers and Device Managers
      • Deleting a Group
      • Creating Custom Options for Groups
    • Facilities
      • Adding a Facility
        • About Global Facility
        • About Users and Telephone Numbers
        • Access Code Exceptions
          • Adding Access Code Exceptions
        • Toll Exceptions
          • Adding Toll Exceptions
        • Direct Inward Dialing
          • Adding or Editing DID Information
        • Telephony PINs
          • PIN Template Macros
          • Example PIN Templates
          • Specifying Telephony PIN Information
        • Dynamic Extensions
          • Configuring Dynamic Extension for a Facility
        • Shared Telephony Configuration
          • Adding and Editing Telephony Sharing Information
        • Special Dialing Macros
        • Special Dialing Characters
        • Initiating Emergency Broadcasts Silently
        • Sending User's Location to Emergency Broadcast Group
        • Playing with Easter Eggs
          • Disabling Easter Eggs
      • Editing a Facility
        • About Departments, Rooms, and Beds
        • Working with Departments
          • Adding a Department
          • Editing a Department
          • Deleting a Department
        • Working with Rooms
          • Adding a Room
          • Editing a Room
          • Deleting a Room
        • Working with Beds
          • Adding a Bed
          • Editing a Bed
          • Deleting a Bed
      • Deleting a Facility
    • Contacts
      • Adding a Contact
      • Editing a Contact
      • Deleting a Contact
      • About Contacts List for the Global Facility
      • Using Voice Commands with Contacts
      • Using Macros in Contacts
        • Calling Home
        • Night-Bell Pickup
    • Access Point (AP) Locations
      • Defining Locations
      • Managing Access Point Locations
      • Adding an Access Point Location
      • Editing an Access Point Location
      • Deleting an Access Point Location
      • Searching for AP Locations
      • Recording a Location Name
      • Using Voice Commands to Assign Access Points
    • Device Inventory
      • Adding a Device
      • Editing a Device
      • Filtering Devices by Facility
      • Sorting Devices
      • Searching for Devices
      • Deleting a Device
      • Creating Custom Options for Devices
      • Viewing Devices
      • Device Management Guidelines
        • Enterprise Guidelines
        • Group Guidelines
      • Managing Shared Devices
      • Device Management Roles
        • System Device Manager Responsibilities
        • Group Device Manager Responsibilities
        • Device Management Capabilities per Role
      • About Serial Numbers and MAC Addresses
      • Using a Barcode Scanner to Add Devices
        • Tips for Scanning Devices
        • Barcode Scanner Requirements
        • Adding Devices Using a Barcode Scanner
      • Automatically Loading Devices into the System
      • Labeling Devices
      • Monitoring Active Devices
      • Reporting on Devices
      • Device Management Licensing
    • Templates
      • Adding a Template
      • Editing a Template
      • Deleting a Template
      • Clone Templates
        • Cloning a Template
        • Cloning an Existing Template
    • Bulk Actions
      • Importing Data to the System
      • Exporting Data to a CSV File
        • Importing Text into Microsoft Excel
      • Template Reference
        • The Facilities Template
        • The Groups Template
        • The Users Template
        • The Group Members Template
        • The Access Point Locations Template
        • The Access Points Template
        • The Contacts Template
        • The Beds Template
        • The Devices Template
        • The Assignment Locations to Beds Template
        • The Assignment Locations to Departments Template
        • The Assignment Permissions Template
        • The Assignment Roles Template
        • The Templates Template
        • The Template Sharing Template
        • The Template Selected Group Template
  • Settings
    • System Configuration
      • General Configuration
      • Setting System Preferences
        • Working with Favor Frequently Called for Users and Departments
          • Best Practices for Frequently Called Departments
          • Enabling Favor Frequently Called for Departments or Users
          • Collecting Call Statistics for Frequently Called Departments
      • Setting Sweep Options
      • Viewing Device Information Statuses
        • Adding a Device Status
        • Editing a Device Status
        • Reorder Device Status Values
        • Delete Device Status Values
    • User Defaults
      • Overriding User Settings
      • Specifying Genie Settings
      • Specifying Notifications and Miscellaneous Settings
      • Specifying Initial Passwords
    • Adapters
      • Accessing the Adapters List
      • Viewing Adapter Configuration Details
      • Creating a New Adapter Instance
        • Uploading a Bundle
    • Datasets
      • Accessing the Datasets List
      • Viewing Dataset Configuration Details
      • Creating a New Dataset
      • Working With Attributes
        • Adding an Attribute
        • Editing an Attribute
        • Removing an Attribute
    • Workflows
      • Accessing the Workflows List
      • Configuring the Workflows Settings
      • Managing Workflows
        • Creating a New Workflow
        • Editing a Workflow
        • Viewing Roles Accessing a Workflow
        • Testing a Workflow
        • Cloning a Workflow
        • Removing a Workflow
      • Working With Workflow Pages
        • Creating a New Page
        • Editing a Page
        • Cloning a Page
        • Removing a Page
    • Network Settings
      • Static or Dynamic IP Address Settings
      • Editing Network Settings
      • Selecting a Date and Time Format
      • Configuring System Date and Time
    • Voice License
    • Platform License
    • System Backups
      • Accessing the System Backups List
      • Understanding Database Optimization
        • Configuring a Database Optimization Schedule
      • Understanding Manual System Backups
        • Creating a Manual Backup
      • Understanding a System Backup Restore
        • Uploading a Saved Backup
        • Downloading a System Backup
        • Restoring a System Backup
        • Viewing Compatibility Issues
      • Understanding the Automatic Backups
        • Configuring the Automatic Backup General Settings
        • Configuring an SMB Transfer of a Backup
        • Configuring an FTP Transfer of a Backup
        • Understanding SFTP Transfer of a Backup
          • Using a Public Key for SFTP Transfer
          • Configuring an SFTP Transfer of a Backup
        • Understanding the Transfer of a Backup to a Secondary System
          • Using a Public Key for a Secondary Appliance Backup
          • Configuring Transfer to Secondary System for a Backup
    • High Availability
      • Understanding Clustering
      • Cluster Management Tips
      • Configuring Clusters
        • Enabling Clustering on a Standalone Server
        • Joining a Database Cluster
        • Accessing Remote Support in a Cluster
        • Cluster Email Notifications
      • Cluster Health Checks
        • F5 BIG-IP Health Check Configuration for a Cluster
        • Example Configuration for Vocera Platform and an ADC
          • F5 BIG-IP Deployment with CUCM and Spectralink XML
      • HA Deployment Configuration Selection
        • Layer 2 Adjacent Deployment Model
        • Third-Party Load Balancer (Non-Layer 2 Adjacent) Deployment Model
      • FAQs for HA Decisions
        • Why do I need a VIP in my facility?
        • What are the network requirements for the non-ADC deployment model?
        • Why can't the non-ADC model be deployed across two different data centers with different subnets?
        • How can I support a multiple data center deployment without Ethernet Layer 2 Adjacency between them?
        • How do I span Layer 2 Adjacency across the data centers?
        • Can a third element manage the public VIP when nodes are on two different subnets?
        • Can the Vocera Platform support my ADC?
        • When our facility is not using an ADC, can I determine when an adapter and/or the system is performing as expected?
        • When our facility is using an ADC (load balancer), can I determine when the master is available and responding as expected?
        • What is the failover time?
        • Will any of my data be lost during a failover?
    • Badge Properties Editor
      • Using the Badge Properties Editor
        • B3000 Badge Properties Configuration
        • B3000N Badge Properties Configuration
        • V5000 Smartbadge Properties Configuration
    • Configuration Packages
      • About the Core Configuration Packages
      • About the Supplementary Configuration Packages
      • Working with Configuration Packages
    • Installed Software
  • Security
    • Authentication
      • Configuring Authentication Settings
      • Using a Keytab File for Kerberos Authentication
    • Certificates
      • Uploading a Certificate
    • Security Policies
      • Accessing Security Policies
      • Default Security Policy
      • Creating a Security Policy
      • Editing a Security Policy
      • Removing a Security Policy
      • Understanding Security Policy Items
        • Console Access Management Policy Items
        • Console Session Timeout Policy Item
        • Console Calling Allowed
        • Disable Usage Analytics Policy Item
        • Maximum File Size of a User's Profile Photo Policy Item
        • Mobile Client Security Policy Items
        • Password Authentication Policy Items
        • PIN Authentication Policy Items
        • Staff Assignment All Department Access Policy Item
        • Vocera Vina Policy Items
      • Managing Security Policy Items
        • Adding a Policy Item
        • Editing a Policy Item
        • Removing a Policy Item
    • Roles
      • Accessing Roles
      • Adding a Role
      • Associating Roles with Groups
      • Editing a Role
      • Linking Workflows with a Role
      • Removing a Role
    • Remote Support
      • Establishing a Remote Session
      • Disconnecting a Remote Session
  • My Workflow
    • About the Vocera Platform My Workflow Guide
    • The My Workflow Home Screen Layout
      • Matrix of Workflows and User Roles
  • Legal Notices
  • Download PDF Documentation
    • failing over servers [1]
    • failing over voice clusters [1]
    • restarting servers [1]
    • restarting voice cluster [1]
  • clusters
    • split brain [1]
  • collect calling [1] [2]
  • deleting
    • temporary users [1]
    • voice messages [1]
  • department [1]
  • frequently called [1]
  • frequently called department [1] [2]
  • Login/Logout Voice Commands [1]
  • message sweep [1]
  • Microsoft Excel
    • importing text [1]
  • split brain [1]
  • sweep feature [1]
  • Sweep options
    • setting [1]
  • System links
    • Sweep [1]