Configure auto-provisioned providers

This section contains information on how to configure auto-provisioned providers.

• Prerequisites
• Terminology
• Configure your tenant
• Add endpoint behaviors
• Add the parameters to the CRYPTSTRING
• Test

Using Vidyo’s Epic Context-Aware Linking (CAL) integration, providers can now be automatically provisioned into their Tenant as registered users. This allows these users to automatically inherit ownership of their Epic CAL conferences and thereby receive moderation rights which enables them to:

• Mute and unmute participants
• Disconnect participants
• Invite other users via links
• Invite other registered users to the conference
• Dial out to SIP or H.323 devices

Note Each auto-provisioned provider consumes a Seat license.

Prerequisites

For the required component versions for this feature, see Epic CAL feature compatibility with Vidyo versions.

Note This feature requires available Seat licenses on your tenant.

Terminology

Before configuring this feature, ensure you are familiar with the terms in the following table.

Term	Description
ExternalID	This is a mandatory field in the encrypted CRYPTSTRING of an Epic CAL link that denotes the ID for the user (EMP ID, Provider or WPR ID, Patient). This field is used to uniquely identify a provider and gets provisioned into your Tenant. This field is populated by Epic and must be alphanumeric.
Auto-Provisioning Parameter	This is a field in the encrypted CRYPTSTRING of an Epic CAL link that denotes whether Auto-Provisioning (AP) is to be performed for this user. When set to 0 (default), auto-provisioning is disabled; when set to 1 auto-provisioning is enabled. It will only be honored for providers and if Auto-Provisioning is enabled at the Tenant level.
Endpoint Behavior Mode	This is an optional parameter in the encrypted CRYPTSTRING of an Epic CAL link that denotes an Endpoint Behavior Mode profile. This field can be used to customize the behavior of an endpoint when using this feature. For example, it can be used to specify if a provider will be logged out automatically after their Epic CAL conference.

Configure your tenant

1. Log in to the Tenant Admin using your Admin account.
2. On the top menu, click Settings.
3. On the left panel, expand Feature Settings and click Epic Integration. The Epic Integration page displays

4. Select the Allow Auto-Provisioning of Providers checkbox.

Add endpoint behaviors

For information about how to add Endpoint Behaviors via Vidyo's REST APIs, see the Endpoint Behavior Mode API under VidyoPlatform.

To support Endpoint Behavior Mode, you must have Custom Roles enabled on your tenant:

• For VidyoCloud customers, this can be enabled on demand. To do so, open a ticket with VidyoCloud Support.

Add the parameters to the CRYPTSTRING

The following parameters are used by the Auto-Provisioned Provider feature.

Parameter	Value
AP (string)	0—indicates auto-provisioning is disabled (default) 1—indicates auto-provisioning is enabled (values must be included inside the encrypted CRYPTSTRING).
EBM (string)	Specifies the Endpoint Behavior Mode label to be used for the Epic CAL link (must be set up prior to being used via the REST API).

For your Epic FDI record, you need to add the parameters listed in the table above. Note that EBM is optional.

Here is an example of a decrypted CRYPTSTRING (with added line breaks for legibility):

Test

Use the Context Aware Sample Link Generator in the Tenant Admin to generate a sample Epic CAL URL link with the APand EBMparameters.