Vocera Platform Administration Guide

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  • Getting Started
    • About the Vocera Platform
    • About Feature Usage Analytics
    • About the Vocera Platform Administration Guide
    • Related Documentation
    • Using the Vocera Platform Web Console
      • About Vocera Platform Web Console
      • Browser Requirements
      • Logging Into the Vocera Platform Web Console
        • Introduction to SAML
        • Using Single Sign-On
        • Logging In Locally
      • Logging Out
      • Changing the Navigation Bar Views
      • The Presence Indicator
        • Setting Presence and Availability
        • Adding a Custom Availability Message
  • Web Console Administration
    • Manage
      • Users
        • Recommended Best Practices for Adding Users
        • Searching for Users
        • Adding a User
        • Editing a User
        • Disabling a User Account
          • Deleting 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
        • Creating Custom Options for Users
        • Speech Recognition
          • The Dynamic Grammar
          • Grammars for Facilities
          • Homonym Recognition
          • Grammars for Facilities
          • Spoken Name Count
          • Intelligent Command Backoff
          • Offer to Learn a Name
          • Custom Help Prompt
            • Required Format of Audio Prompt Files
      • Groups
        • Understanding Group Properties
        • Designating Group Types
        • Default Groups
        • Adding a Group
        • Editing a Group
        • Group Membership
          • System Administrators
          • Tiered Administrators
          • Group Managers and Device Managers
          • Managing Group Membership
        • Group Permissions
          • Filtering Permissions
          • Granting Permissions
          • Permission Categories
            • Default Permissions
            • System Administrator Permissions
            • Tiered Administrator Permissions
            • Call Permissions
            • Client Permissions
            • Security Permissions
              • Supported Special Characters
            • Special Permissions
          • Setting Default Workflows
          • Changing Group Permissions
          • Deleting Group Permissions
        • Call Forwarding
          • Forwarding Calls to Users, Groups, or Contacts
        • Emergency Broadcast
          • Setting Emergency Broadcast Groups
          • Initiating Emergency Broadcasts Silently
          • Sending User's Location to Emergency Broadcast Group
        • Enabling PIN Authentication
        • Using Voice PIN Authentication
          • Enabling Voice PIN Authentication
        • Configuring Code Lavender
          • Enabling Code Lavender
        • Deleting a Group
        • Creating Custom Options for Groups
        • Enhanced Voice
          • Enabling Enhanced Voice
          • Verifying Enhanced Voice Connectivity
          • Enabling Enhanced Voice For Group Members
      • 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
      • Facilities
        • Adding a Facility
          • About Global Facility
          • 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
              • Tracking Dynamic Extension Pool
          • Shared Telephony Configuration
            • Adding and Editing Telephony Sharing Information
            • Detecting the Connection to the IP PBX
          • Special Dialing Macros
          • Special Dialing Characters
          • Playing with Easter Eggs
            • Disabling Easter Eggs
          • Enhanced 911 (E-911) Location Service
            • Configuring Emergency Location Identification Number (ELIN)
            • Deleting Emergency Location Identification Number (ELIN)
        • Editing a Facility
          • About Departments, Rooms, and Beds
          • Departments and Groups
            • Changing or Removing Department Group Association
          • 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
      • 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
        • Importing Data Using Pre-defined Templates
        • 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 Role Thresholds Template
          • The Assignment Roles Template
          • The Templates Template
          • The Template Sharing Template
          • The Template Selected Group Template
        • Synchronize Assignment Roles to Groups
          • Exporting Assignment Roles to Groups
          • Importing Assignment Roles to Groups
    • Security
      • Authentication
        • Configuring Authentication Settings
        • Enabling Remote Support Sessions With Vocera Operation Tools
        • Using a Keytab File for Kerberos Authentication
      • Certificates
        • Uploading a Certificate
      • Remote Support
        • Establishing a Remote Session
        • Disconnecting a Remote Session
        • Enabling Remote Monitoring
    • 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
      • Adapter Services
        • Monitoring Adapter Services
        • Starting and Stopping Adapter Services
      • Device Monitor
        • Working With Device Monitor
        • Uploading Device Logs
        • Remote Logoff
          • Logging Off Remotely
      • 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
      • Queues
        • Viewing Queued Message Detail
        • Canceling a Queued Message
    • 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
        • Device Information Statuses
          • Adding a Device Status
          • Editing Device Status Values
          • Reordering Device Status Values
          • Delete Device Status Values
        • Client Actions
          • Adding Client Actions
          • Changing the Client Action Priority Order
          • Associating Client Actions To Templates
          • Editing Client Actions
          • Deleting Client Actions
      • 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
        • Workflow Access Permissions
          • Enabling Workflow Access Permissions
        • Accessing the Workflows List
          • Workflow Descriptions
        • Configuring the Workflows Settings
        • Managing Workflows
          • Creating a New Workflow
          • Editing 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
        • Configuring Trusted Nodes
          • Generating a Secret Key
          • Adding a Trusted Node
        • 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
            • About Data Purging
          • 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 High Availability in Vocera Platform
          • HA Deployment Selection
            • Layer 2 Adjacent Deployment Model
            • Layer 3 ADC Deployment Model
              • Using an ADC with Clusters
                • F5 BIG-IP Deployment with CUCM and Spectralink XML
                • F5 BIG-IP Health Check Configuration for a Cluster
                • ADC Guidance in your Deployment
            • Off-Premise Support for Vocera Vina
          • 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 active node is available and responding as expected?
            • What is the failover time?
            • Will any of my data be lost during a failover?
        • Configuring Clusters
          • Enabling Clustering on a Standalone Server
          • Joining a Cluster
          • Accessing Remote Support in a Cluster
          • Cluster Email Notifications
        • Disaster Recovery
      • Badge Properties Editor
        • Using the Badge Properties Editor Launcher
        • Using the Badge Properties Editor in the Platform Web Console
        • B3000 Badge Properties Configuration
        • B3000N Badge Properties Configuration
        • V5000 Smartbadge Properties Configuration
        • C1000 Badge Properties Configuration
      • Configuration Packages
        • About the Core Configuration Packages
        • About the Supplementary Configuration Packages
        • Working with Configuration Packages
          • Creating Configuration Packages
      • Installed Software
    • Vina
      • Configuring Vocera Vina
        • Vina Web Checklist
        • Auto-discovery of Vocera Vina Devices
        • Vina Custom Parameters
        • Third-Party App Parameters
        • Using Android Devices Without Firebase Registration
        • Setting the Notification Timeout
        • Configuration Using Permissions
          • Hiding the User Department Group
          • Limiting Access to Patient Information
          • Disabling Usage Analytics
          • Configuring Default Name for Custom Tabs
        • Sounds for Vocera Vina
        • Critical Alerts for Vocera Vina for iOS
        • 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
      • 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
        • Changing Assignment Role Order
        • Synchronize Assignment Roles to Groups
        • Assigning Department Level Permissions
      • View Understaffed Roles
        • Setting Threshold Value for Staff Assignment Roles
      • The Staff Assignment Home Page Layout
      • Managing User Permissions
        • Staff Assignment All Department Access
        • Console Calling Allowed
  • User Consoles
    • About Vina Web
      • Getting Started With Vina Web
        • Viewing Online Help
        • Uploading the Log
        • Right-Click Options
        • User Interface Customization
      • Alarms
        • Receiving an Alarm
        • About Alarm Details
        • Hiding or Completing an Alarm
      • Broadcasts
        • Creating a Broadcast
        • Creating an Urgent Broadcast
      • Calls
        • Calling From the Home Screen
        • Calling a Conversation Participant
        • Enabling a Console Phone
        • Calling a Group
        • Calling a Call-Only Listing
        • Missed Call Notifications
      • 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
          • Recipient Search Results
        • Continuing a Conversation
          • New Messages and the Conversation Log
          • Leaving Participants and the Conversation Log
          • Sending a Message
            • Message States
            • Sending a Quick Response
            • Acknowledging a Message
          • Conversations with Unread Messages
          • Viewing a Call-Only Log
          • Viewing Conversation Participants
          • Adding Participants to a Conversation
        • Conversation Management
          • Searching Conversations
          • Hiding a Conversation
          • Archived Conversations
            • Conversation Archive Rules
            • Viewing Archived Conversations
            • Unarchiving a Conversation
        • Personal Titles
      • Favorites
        • Adding a Favorite
      • Groups
        • Joining or Leaving a Group
      • Patients
        • Viewing Patients
        • Calls and Broadcasts from a Patient Context
      • Templates
        • Using a Staff Template
        • Using a Patient Template
        • Completing a Template Alarm
    • Staff Assignment
      • The Staff Assignment Home Page Layout
      • Viewing Departments
      • Setting a Department to Home Department
      • Viewing Multiple Bed Assignments
      • Viewing and Searching Staff Members
      • Viewing Care Team Assignments on Single-bed Locations
      • 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
        • Initiate Calls 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
      • The My Profile Home Page Layout
      • The My Profile Web Console
        • Viewing and Editing General Profile Information
          • Active Directory Integrated User Profile Fields
          • 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
    • My Workflow
      • About My Workflow
      • The My Workflow Home Screen Layout
        • Matrix of Workflows and User Roles
    • Coverage
      • Sending a Coverage Request
      • Responding to a Coverage Request
      • Ending Coverage
      • Viewing a Coverage Request
  • 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]
  • message sweep [1]
  • split brain [1]
  • sweep feature [1]
  • Sweep options
    • setting [1]
  • System links
    • Sweep [1]