Cisco Pulse Administrator Guide, Release 1.0.5
Configuring and Maintaining Cisco Pulse
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Configuring and Maintaining Cisco Pulse

Table Of Contents

Configuring and Maintaining Cisco Pulse

Understanding the Administration Pages

Configuration Update Considerations

How Configuration Tasks Are Organized

Accessing the Administration Setup Wizard

License

Pulse Connect Appliance

LDAP

LDAP Attributes

Configuring LDAP

Users

User Page Elements

Initially Configuring the User List

Roles, Privileges Levels, and Responsibilities

Navigating through the User List

Maintaining the User List

Adding Users

Modifying User Entries

Deleting User Entries

Content Filtering

Content Filtering Page Elements

Web Content Filtering

Guidelines for Specifying URLs

Initially Configuring the Accepted and Restricted Web Domains

Maintaining the Accepted and Restricted Web Domains

Email Content Filtering

Guidelines for Specifying Email Domains

Initially Configuring Accepted Email Domains

Maintaining the Accepted Email Domains

Pulse Collect Appliance

Pulse Collect Appliances Page Elements

Microsoft Entourage Email Client Support

Initially Configuring Pulse Collect Appliances

Maintaining the Pulse Collect Appliance Configurations

Adding Pulse Collect Appliances

Modifying the Attributes Common to All Pulse Collect Appliances

Modifying the Configuration of a Pulse Collect Appliance

Deleting a Pulse Collect Appliance

Cisco Unified Communications Manager

Remote Syslog

Vocabulary Notification

Properties Configuration

Specifying a Photo URL

Defining the Privacy Policy Content

Cisco Unified Presence

Configuring Cisco Unified Presence

Cisco WebEx

Configuration Updates

Performing an Immediate Configuration Update

Configuring Regularly Scheduled Configuration Updates

Monitoring Cisco Pulse


Configuring and Maintaining Cisco Pulse



Note This topic is intended for the system administrator who initially configures Cisco Pulse using the Administration setup wizard and maintains Cisco Pulse using the Administration pages.


You can use the Administration pages to perform these tasks:

Initially configure Cisco Pulse using the Administration setup wizard.

Maintain the configuration of Cisco Pulse.

Monitor Cisco Pulse.

These topics describe the Administration pages and how to perform the configuration tasks using them:

Understanding the Administration Pages

Configuration Update Considerations

How Configuration Tasks Are Organized

Accessing the Administration Setup Wizard

License

Pulse Connect Appliance

LDAP

Users

Content Filtering

Pulse Collect Appliance

Cisco Unified Communications Manager

Remote Syslog

Vocabulary Notification

Properties Configuration

Cisco Unified Presence

Cisco WebEx

Configuration Updates

For information on monitoring Cisco Pulse using the Administration pages, see Chapter 8, "Monitoring Cisco Pulse."

Understanding the Administration Pages

A sample Administration page is shown in Figure 6-1.

Figure 6-1 Sample Administration Page

On the left side of the page is the Administration navigation pane, which provides links to each configuration task. On the right side of the page is the area in which you perform the configuration.

There are two modes in which you can access the Administration pages:

Administration setup wizard mode in which the wizard steps you through the Administration pages in a particular sequence so that you can initially configure Cisco Pulse. While in this mode, you must complete each task or click a Skip button for the optional and recommended tasks before the wizard advances you to the next task page. After you complete a task, a check mark appears next to the task name in the Administration Navigation pane and you can re-access the associated page at any time by clicking the link.

Maintenance mode in which you can click any link in the Administration Navigation pane at any time, which causes a page with the current values of the configurable attributes to appear. You can update the settings of existing values or add previously unspecified values.

The Administration pages that you can access in these modes are the same except that pages for optional or recommended tasks in wizard mode have a Skip button, while the same pages in maintenance mode do not.

Configuration Update Considerations

If you update any aspect of Cisco Pulse, for example, you modify the setting of an attribute, add a Pulse Collect Appliance, or add users, the configuration, which resides on the Pulse Connect Appliance, must be propagated to all Pulse Collect Appliances so that the updates take effect.

The configuration update feature causes the Pulse Connect Appliance to propagate updates to the Pulse Collect Appliances at default or configured intervals. However, if needed, you can propagate configuration updates immediately. For more information, see the "Configuration Updates" section.

How Configuration Tasks Are Organized

You can use the Administration pages to initially configure or maintain the configuration of all aspects of Cisco Pulse. The documentation handles this diversity of tasks as described:

If the processes for initial configuration and configuration maintenance are different, the topic includes documentation for these distinct tasks. For example, the Users configuration topic includes subtopics for Initially Configuring the User List and Maintaining the User List.

If the processes for these tasks are the same, the documentation does not make a distinction. For example, the LDAP configuration topic includes only a subtopic for Configuring LDAP.

Accessing the Administration Setup Wizard

To initially configure Cisco Pulse, you can use the Administration setup wizard. You can access the Administration setup wizard from Microsoft Windows clients with one of these supported browsers:

Mozilla Firefox browser, version 2.0 or 3.0

Microsoft Internet Explorer browser, version 6.0, 7.0, or 8.0

The client must be in the same domain in which the Pulse Collect and Connect Appliances are deployed. If you use a different browser to access Cisco Pulse, the system warns and reminds you to use one of the supported browsers.


Note While accessing Cisco Pulse from one of the supported browsers, we strongly recommend that you not refresh the browser. Doing so, especially after performing an action, such as a system administrator deleting a Cisco Pulse user or a Cisco Pulse user changing the status of a tag, causes the browser to resend a request to perform the same action that was just completed. Refreshing the browser in this situation can result in a Cisco Pulse error.


Before You Begin

We strongly recommend that you review Table 2-1 on page 2-5 to learn about the tasks you will perform during the initial configuration and the information you need to gather before you perform the configuration.

You must have the username and password of a user with the system administrator privilege level, or the ncpadmin password, which you created during the Pulse Connect Appliance application installation.

Procedure

To access the Administration setup wizard:


Step 1 From your client, launch one of the supported browsers.

Step 2 In the Address field of the browser, enter this string, then click Go:

http://pulse-connect-ip-or-host-address

For example:

http://cisco-pulse.mycompany.com

or

http://10.1.0.11

The Cisco Pulse Login page appears as shown in Figure 6-2.

Figure 6-2 Login Page

Step 3 In the Username field, enter one of these usernames:

ncpadmin

Username with the system administrator privilege level

Step 4 Enter the password for the specified username.

The License page, which is the first page of Administration setup wizard, appears.


Note If you logged into Cisco Pulse with the ncpadmin username, the License page, as shown in Figure 6-3, allows you read-write privileges, which means you can upload a license file. If you logged in with a username with the system administrator privilege level, you have read-only privileges, which means you can view a license file that has been uploaded but not upload the file.


Figure 6-3 First Page of Administration Setup Wizard

The Administration setup wizard leads you through the Administration pages in a particular sequence so that the Pulse Appliances and all related elements are properly configured. You cannot change the sequence of the configuration tasks.

The Administration setup wizard has these additional characteristics:

Some tasks are mandatory, while others are optional or recommended. If a task is optional or recommended, the page includes a Skip button that you can click to skip that task.

Although the Configuration Update task is optional, it does not include a Skip button because it is the last task in Administration setup wizard mode.

If you properly configure all elements in a page or skip an optional or recommended task, the Administration setup wizard takes you to the next page in the sequence and places a check mark before the task name in the Administration navigation pane.

The Administration setup wizard automatically saves the configuration of each task. If you cannot complete all tasks during a session, the wizard allows to pick up where you left off by clicking the link of the task on which you left off.

The Configuration Update task is the last task in Administration setup wizard mode. After you complete or skip this task, Administration setup wizard mode ends and you enter maintenance mode, where the check marks are removed from the Administration navigation pane and you can click any task link to access the associated page.


Note The Administration setup wizard does not allow you to monitor Cisco Pulse. The Monitoring link appears only after you have completed or skipped the Configuration Update task, which is the last task in Administration setup wizard mode. For information on monitoring Cisco Pulse, see Chapter 8, "Monitoring Cisco Pulse."


Step 5 Start the initial configuration tasks.

This document provides a topic for each configuration task in the Administration setup wizard. We strongly recommend that you use a documentation topic while you perform the associated task. Both documentation topics and configuration tasks are presented in the same sequence.

License

The License page allows you to upload a license file, which activates the Cisco Pulse software features that you purchased.

This topic assumes that you have registered Cisco Pulse and installed the Cisco Pulse software license. If you have not yet performed these tasks, see Chapter 5, "Installing the Cisco Pulse Software License," for complete information.


Note If you logged into Cisco Pulse with the ncpadmin username, the License page allows you read-write privileges, which means you can upload a license file. If you logged in with a username with the system administrator privilege level, you have read-only privileges, which means you can view a license file that has been uploaded but not upload the file.


Pulse Connect Appliance

Cisco Pulse initially detects the IP address or host name of the Pulse Connect Appliance and populates the corresponding field in the Pulse Connect Appliance page as shown in Figure 6-4.

Figure 6-4 Sample Administration Navigation Pane—Pulse Connect Appliance

To save the detected address, click Save.

To update the address later, enter the new address, then click Save.

LDAP

Cisco Pulse leverages user information from your corporate LDAP directory. As a result, you must configure two types of LDAP attributes:

Configuration—These attributes enable Cisco Pulse to access and interact with your LDAP server.

Default mapping—These attributes provide a default mapping between the attribute names used in your LDAP directory and the attribute names needed by Cisco Pulse.


Note If you do not have LDAP experience, we strongly recommend that you collaborate with the administrator of your corporate LDAP directory for assistance with the LDAP configuration attributes and the default mappings. In advance of this meeting, ask the LDAP administrator to bring a record of the directory attributes. This record should be helpful in mapping the LDAP directory attributes to the Cisco Pulse attributes.


These topics describe the LDAP attributes and how to configure them:

LDAP Attributes

Configuring LDAP

LDAP Attributes

The LDAP page enables you to configure the LDAP attributes. The sample LDAP page in Figure 6-5 is displayed while in maintenance mode.

Figure 6-5 Sample LDAP Page

Table 6-1 describes each LDAP attribute and whether providing a value for the attribute is required or optional.

Table 6-1 LDAP Attributes 

Attribute
Attribute Status
Description

Configuration

LDAP Server

Required

Specify the host name or IP address of the LDAP server. If you specify a host name, use the host-name.domain-name format. A sample domain name is ldap.myorganization.com.

LDAP Port

Required

Cisco Pulse initially populates this field with the default LDAP port number (389). This setting should work for most organizations. If not, consult with the LDAP administrator in your organization.

LDAP DN

Required

Specify the distinguished name (DN) of the LDAP server. This distinguished name uniquely identifies the LDAP server entry in the directory. You must specify the LDAP server DN in the LDAP Data Interchange Format (LDIF) format. This is a sample LDAP server DN:

CN=ldapserver,OU=active,OU=employees,OU=people,
DC=mycompany,DC=com

where:

CN = common name or the object (LDAP server) that you are specifying.

OU = organizational unit of which the object is a part. Depending on the structure of your LDAP directory, you can specify one or more organizational units, for example, active, employees, people.

DC = each domain component, in this case, mycompany.com.

Search Base

Required

Specify the DN of the entry on which to start searches in the LDAP directory. You must specify the search base in the LDIF format. For an LDAP DN of CN=ldapserver,OU=active,
OU=employees,OU=people,DC=mycompany,DC=com, this is a sample search base:

OU=active,OU=employees,OU=people,DC=mycompany,
DC=com

Search Filter

Required

If Cisco Pulse initially populates this field, remove the entry. Specify the LDAP attribute for the email addresses in your organization.

Search Password

Required

Specify a password for the CN you provided for the LDAP DN field. In the example described in the LDAP DN field, you would specify the password for the ldapserver DN.

The client provides this password to the LDAP server to initiate a directory search.

Validation Email

Required

The purpose of this email is to validate the mappings that you specify between your LDAP attribute names and the Cisco Pulse attribute names. Therefore, you must specify the email address of a user that includes a superset of all attributes that you want to map. If you specify the address of a user who does not include all attributes, the mapping will fail, and Cisco Pulse displays the attribute(s) that failed.

Specify the email address of a user in this format: username@domain-name. A sample email address is jdoe@mycompany.com.

Verify Default Mapping

Given Name
Last Name
User ID
Role
Company Group
City
State
Zip Code
Distinguished Name
Email

Required

Verify that the attribute name provided in each of these fields is the equivalent attribute name used in your LDAP directory. If it is not, update with the equivalent name in your LDAP directory.

User Principal Name
Legacy Exchange DN

Required if Cisco Pulse analyzes email content handled by Exchange servers.

Verify that the attribute name provided in each of these fields is the equivalent attribute name used in your LDAP directory. If it is not, update with the equivalent name in your LDAP directory.

Preferred Name
Employee ID
Manager
Site
Country
Phone
Mobile
Fax
Pager
Building
Room
Floor
Manager ID

Optional

Verify that the attribute name provided in each of these fields is the equivalent attribute name used in your LDAP directory. If it is not, either update with the equivalent name in your LDAP directory, or leave the field blank.

Facets check boxes

Optional

By default, the Role, Company Group, City, and State attributes are set up as filters on which a user can refine Pulse Locator search results. For example, with Role as a filter, users can refine their results to expertise providers who are Product Marketing Managers only.

You can also specify the Zip Code and Country attributes as filters by placing a checkmark in their respective facet check boxes. Or you can remove the Role, Company Group, City, or State attributes as filters by removing the checkmark from their respective check boxes.

Note After you initially configure or update the facet settings, you must restart the connect service. To do so, use Secure Shell (SSH) to log into the CE, then restart the service by entering service connect restart.


Related Topics

Configuring LDAP

Configuring LDAP

Procedure

To configure the settings of the LDAP attributes:


Step 1 Access the LDAP page.

A sample LDAP page is shown in Figure 6-6.

Figure 6-6 Sample LDAP Page

Step 2 Initially configure or modify the settings of the desired attributes.

For a description of each attribute, see Table 6-1.

Step 3 To save your configuration, click Save.

Step 4 If you modified existing LDAP attribute settings, you must restart the tomcat service by issuing this command on the Pulse Connect Appliance:

service tomcat restart


Related Topics

LDAP Attributes

Users

The User page enables you to perform these tasks:

Initially create a list of individuals who can use Cisco Pulse, or a user list.

Maintain the user list:

Add or delete user entries as needed.

Modify user entries as needed.

These topics describe the User page:

User Page Elements

Initially Configuring the User List

Roles, Privileges Levels, and Responsibilities

Navigating through the User List

Maintaining the User List

User Page Elements

Figure 6-7 shows a sample User page.

Figure 6-7 Sample User Page

Table 6-2 describes all elements in the User page except those elements that control your view of the user list. For information on the control elements, see the "Navigating through the User List" section.

Table 6-2 User Page Elements 

Element
Description

Row count

Displays the row numbers currently shown and the total number of rows for the table.

Check box column

To initiate an edit or delete for a user entry, click the check box associated with that user. To delete multiple or all user entries, click the check box associated with each user or in the column header, respectively.

Email column

Displays the corporate email address of each user.

Full Name column

Displays the full name of each user in this format: last-name, first-name.

Privilege Level

Displays the privilege level that is assigned to a user. Privilege levels include user, business administrator, and administrator. By default, when you enter a user into the list, Cisco Pulse assigns the level of user. For more information on these types of users, see the "Roles, Privileges Levels, and Responsibilities" section. For information on changing the privilege level of a user, see the "Modifying User Entries" section.

Add button

To add users to Cisco Pulse by uploading a comma separated values (CSV) file from your hard disk, or to manually enter one user at a time, click Add.

Edit button

To modify a user entry, click the check box associated with the user, then click Edit.

Delete button

To delete one or more user entries, click the check box associated with the users, then click Delete. To delete all user entries, click the check box in the column header, then click Delete.

Page count

Displays the current page and the total number of pages for the table.


Related Topics

Initially Configuring the User List

Roles, Privileges Levels, and Responsibilities

Navigating through the User List

Maintaining the User List

Initially Configuring the User List

To initially configure the user list for Cisco Pulse, we recommend using the appropriate tool that is bundled with your LDAP server to extract email addresses from your corporate LDAP directory to a CSV file, then uploading the file into the system.

The CSV file should include a single column of email addresses, each in a separate row, and in this format:

username@domain-name

For example:

lprice@mycompany.com
abukhari@mycompany.com
knewberg@mycompany.com
mstevens@mycompany.com
echan@mycompany.com
...

After the file is uploaded, Cisco Pulse reconciles the email address of the user with the full name of the user, and displays the name in the User page in this format:

last-name,first-name

For example, Price,Lydia

Cisco Pulse uses your corporate LDAP directory as the source for each user's full name. It extracts the full names as is and does not make any modifications.

By default, Cisco Pulse assigns each user the privilege level of user. If needed, you can change the privilege level to vocabulary administrator or administrator. For more information on these user levels, see the "Roles, Privileges Levels, and Responsibilities" section.

Procedure

To upload the CSV file from your hard disk to the system:


Step 1 In the User page, click Add.

The page updates with the Add User Panel as shown in Figure 6-8.

Figure 6-8 Sample User Page—Add User Panel

Step 2 In the Use CSV File area of the panel, click Browse.

The File Upload dialog box appears.

Step 3 Navigate to the CSV file on your hard disk, highlight it, then click Open.

Step 4 Back in the User page, click Submit to upload the file to the system.

After the file uploads, user information appears in the User page as shown in Figure 6-9.

Figure 6-9 Sample User Page—Initially Adding Users

Step 5 Change the privilege level of users who will function as the system or business administrators.

For more information on changing the user privilege level, see Modifying User Entries.


Related Topics

User Page Elements

Roles, Privileges Levels, and Responsibilities

Navigating through the User List

Maintaining the User List

Roles, Privileges Levels, and Responsibilities

The User page allows a system administrator to assign these privilege levels to a user:

User—Cisco Pulse assigns this default privilege level to all users. An individual who has this privilege level has a public profile and can search for people with experience with a particular term, as well as related videos and documents, or be in a potential pool of expertise providers for a term.

Business administrator—One or more individuals who create and maintain the Pulse and Restricted Vocabularies, and gather data about system usage.

System administrator—A system administrator who initially configures, maintains, and monitors Cisco Pulse. This person also creates and maintains a list of users who access and use the application.


Note A distinction must be made between the system administrator, who is described in this topic, and a network administrator, whose role is to deploy the Pulse Appliances into the existing IP network and set them up.


Cisco Pulse also supports the ncpadmin role. The system administrator cannot assign this role to a user via the User page. Instead, ncpadmin is a fixed user account for which the system administrator creates a password during the installation of Pulse Connect Appliance application software. The system administrator can retain the exclusive use of this account or share the login name and password with another administrator. The ncpadmin has access to the areas of the application that enable this person to perform the same tasks as the system administrator. However, this person does not have a public profile nor access to the Pulse Locator.

Cisco Pulse also supports anonymous users who do not have a Cisco Pulse username and password. The system administrator can allow such users to access and use only the Pulse Locator. For more information, see the Appendix B, "Allowing Pulse Locator Access to Anonymous Users."

Table 6-3 displays each type of user, the navigational tabs and associated pages they can access in the application with the assigned role, and the types of tasks they can perform using the application.

Table 6-3 Cisco Pulse Users 

User Role
Navigational Tabs They Can Access
Tasks User Can Perform With Assigned Role

User

Home

Profile

Vocabulary (view and download functionality only)

Set up public profile.

Add tags to their profile.

Use the Pulse Locator.

View and download Pulse and Restricted Vocabularies.

Business administrator

Home

Profile

Vocabulary (all functionality)

Gadget Development

Create and maintain Pulse and Restricted Vocabularies.

Approve or reject user-suggested additions to the Pulse Vocabulary.

Create gadgets and optionally publish them so that Cisco Pulse users can add them to their Home pages.

View ROI gadget, which appears in the Home page of business administrators only. This gadget displays the time and costs saved by an organization because they used the Pulse Locator.

Set up public profile.

Add tags to profile.

Use the Pulse Locator.

System administrator

Home

Profile

Vocabulary (all functionality)

Gadget Development

Administration

Initially configure Cisco Pulse and maintain this configuration.

Initially add users to the system, and maintain the user list.

Monitor Cisco Pulse.

Create and maintain Pulse and Restricted Vocabularies.

Approve or reject user-suggested additions to the Pulse Vocabulary.

Create gadgets and optionally publish them so that Cisco Pulse users can add them to their Home pages.

Set up public profile.

Add tags to profile.

Use the Pulse Locator.

Note If a user who currently has the system administrator privilege level changes their privilege level to business administrator or user, that user retains the privileges of the system administrator until they log out and in again. When this user logs in again, they have the updated privilege level.

ncpadmin

Administration

Vocabulary (all functionality)

Initially configure Cisco Pulse and maintain this configuration.

Initially add users to Cisco Pulse, and maintain the user list.

Monitor Cisco Pulse.

Create and maintain Pulse and Restricted Vocabularies.

Approve or reject user-suggested additions to the Pulse Vocabulary.

Anonymous user

None

Use the Pulse Locator.



Note Table 6-3 describes the tasks that a user with the system administrator or ncpadmin role can perform. It does not include all tasks that a system administrator is expected to perform. Additional tasks, such as installing the Pulse application software and backing up data stored on the Pulse Connect Appliance, can be performed using the command line interface (CLI).


Related Topics

User Page Elements

Initially Configuring the User List

Navigating through the User List

Maintaining the User List

Navigating through the User List

Your list of users can be large and comprised of many pages. This topic explains how to use the various User page tools to navigate through the list and find specific users. Figure 6-10 shows a sample User page with callouts to these navigational control tools:

By default, the number of rows displayed per page is 10. To increase the number of rows displayed to 25, 50, or 100, use the drop-down arrow in the upper right corner of the page as shown in Figure 6-10, then click Go.

To move through the pages, click the first and last page buttons, or the previous or next page buttons in the bottom right corner of the page as shown in Figure 6-10.

To narrow the user list, you have these options:

To find a specific user, enter the username portion of their email address in the Filter field in the upper left corner of the page as shown in Figure 6-10, then click Go.

To narrow the list to users with the same cluster of letters in the username portion of their email addresses, enter the letters in the Filter field in the upper left corner of the page as shown in Figure 6-10, then click Go.

To narrow the list to users whose usernames begin with a particular letter, enter the letter in the Filter field in the upper left corner of the page as shown in Figure 6-10, then click Go.

To return to the list in its entirety, click Clear Filter in the upper left corner of the page as shown in Figure 6-10.


Note The Filter field enables you to search on the full or partial username portion of the email address only and not on full names or privilege levels. For example, if you want to access the entry for Jane Doe, a search on "Jane Doe" or "Doe, Jane" does not produce the desired entry. Or, a search for users with Business Admin or Admin privilege levels produces no results.


Figure 6-10 Sample User Page—Navigational Control Tools

Related Topics

User Page Elements

Initially Configuring the User List

Roles, Privileges Levels, and Responsibilities

Maintaining the User List

Maintaining the User List

The User page enables you to perform these maintenance tasks for your user list:

Adding Users

Modifying User Entries

Deleting User Entries

Related Topics

User Page Elements

Initially Configuring the User List

Roles, Privileges Levels, and Responsibilities

Navigating through the User List

Adding Users

You can add new users to Cisco Pulse using these methods:

To add a small to moderate number of new users, you can manually add an entry for each user.

To add a large number of new users, you can enter the users in a CSV file, then upload the file to the system. Cisco Pulse adds the new users to the existing list of users.

Regardless of the method you use, before adding users, they must be in your corporate email system. You must specify their corporate email address in this format:

username@domain-name

For example, jdoe@mycompany.com.

Cisco Pulse reconciles the email address of the user with the full name of the user, and displays the name in the User page in this format:

last-name,first-name

For example, Doe,John

By default, Cisco Pulse assigns each user the privilege level of user. If needed, you can change the privilege level to business administrator or system administrator. For more information on these types of users, see the "Roles, Privileges Levels, and Responsibilities" section. For information on changing the privilege level of a user, see the "Modifying User Entries" section.

These topics explain the different methods of adding users:

Adding Users Manually

Adding Users by Uploading a CSV File to the System

Related Topics

Modifying User Entries

Deleting User Entries

Adding Users Manually

If you need to add a small to moderate number of new users to Cisco Pulse, you can manually add an entry for each user.


Note This topic assumes that the users you plan to add are new, and therefore, do not currently exist in the user list. For information on updating information for existing users, see the "Modifying User Entries" section.


Before You Begin

The users must be in your corporate email system.

Procedure

To add a new user:


Step 1 In the User page, click Add.

The page updates with the Add User Panel as shown in Figure 6-11.

Figure 6-11 Sample User Page—Add User Panel

Step 2 In the User to Add field, enter the email address of the user in this format:

username@domain-name

For example, jdoe@mycompany.com

Step 3 Click Save.

Step 4 For each additional user, repeat Step 1 through Step 3.

Cisco Pulse displays a message above the user table indicating whether or not the user was successfully added.

Step 5 If needed, change the privilege level of users who will function as the system or business administrators.

For more information on changing the user privilege level, see Modifying User Entries.


Related Topics

Adding Users by Uploading a CSV File to the System

Adding Users by Uploading a CSV File to the System

To add a large number of new users, we recommend entering the users in a CSV file, then uploading the file into the system.

The CSV file must contain a single column of corporate email addresses, each in a separate row as shown in this sample excerpt:

lprice@mycompany.com
abukhari@mycompany.com
knewberg@mycompany.com
mstevens@mycompany.com
echan@mycompany.com
...

Note This topic assumes that the users you plan to add are new, and therefore, do not currently exist in the user list. For information on updating information for existing users, see the "Modifying User Entries" section.


Cisco Pulse appends the new users to the already existing list. If the CSV file inadvertently contains the same email address for a user who already exists in the list, Cisco Pulse retains the user entry and re-accesses information for the user in the corporate LDAP server and propagates this information to the public profile of the user.

Before You Begin

The users must be in your corporate email system.

The CSV file must contain a single column of corporate email addresses, each in a separate row, in this format: username@domain-name. For example, jdoe@mycompany.com.

Procedure

To add new users:


Step 1 In the User page, click Add.

The page updates with the Add User Panel as shown in Figure 6-12.

Figure 6-12 Sample User Page—Add User Panel

Step 2 In the Use CSV File area of the panel, click Browse.

The File Upload dialog box appears.

Step 3 Navigate to the CSV file on your hard disk, highlight it, then click Open.

Step 4 Back in the User page, click Submit to upload the file to the system.

Cisco Pulse displays a message above the user table indicating whether or not the users were successfully added.

Step 5 If needed, change the privilege level of users who will function as the system or business administrators.

For more information on changing the user privilege level, see Modifying User Entries.


Related Topics

Adding Users Manually

Modifying User Entries

The User page allows you to modify these elements in a user entry:

Corporate email address of the user.

Privilege level of the user.

By default, Cisco Pulse assigns the privilege level of user. You can change the privilege level of a user to business administrator or system administrator. For more information on the types of users, see the "Roles, Privileges Levels, and Responsibilities" section.


Note If a user who currently has the system administrator privilege level changes their privilege level to business administrator or user, that user retains the privileges of the system administrator until they log out and in again. When this user logs in again, they have the updated privilege level.


When you modify a user entry as described, Cisco Pulse also updates information displayed in the public profile of the user by re-accessing this information from the corporate LDAP server. This feature is useful in situations where a major corporate change occurs, for example, the relocation of several users to a new location. In this situation, you can enter each of the users in a CSV file, then upload the file into the system. Cisco Pulse re-accesses the information for each user from the corporate LDAP server and retains the setting of the privilege level of the user.

When entering users in a CSV file, you must specify their corporate email addresses in this format:

username@domain-name

For example, jdoe@mycompany.com. The CSV file should include a single column of email addresses, each in a separate row.

These topics explain the different methods of modifying user entries:

Manually Modifying User Information

Modifying User Information by Uploading a CSV File to the System

Related Topics

Adding Users

Deleting User Entries

Manually Modifying User Information

If you need to modify the corporate email address or privilege level of a small to moderate number of users in Cisco Pulse, you can manually modify the entry for each user.

When you modify a user entry as described, Cisco Pulse also updates information displayed in the public profile of the user by re-accessing this information from the corporate LDAP server.

Procedure

To manually modify a user entry:


Step 1 In the User page, enter the username portion of an email address in the Filter field, then click Go.

For example, in the email address jdoe@mycompany.com, the username portion is "jdoe." Cisco Pulse displays the user with the specified username.

Step 2 After you find the user, click the associated check box, then click Edit as shown in Figure 6-13.

Figure 6-13 Sample User Page—Clicking Edit Button

The Edit User Panel appears as shown in Figure 6-14.

Figure 6-14 Sample User Page—Edit User Panel

Step 3 Update the corporate email address or the privilege level of the user as needed.

Step 4 Click Update.

Cisco Pulse displays a message above the user table indicating whether or not the user entry was successfully modified.

Step 5 Repeat Step 1 through Step 4 for each additional user entry that you want to modify.


Related Topics

Modifying User Information by Uploading a CSV File to the System

Modifying User Information by Uploading a CSV File to the System

In these situations, we recommend uploading a CSV file to modify user information:

You need to modify the corporate email address of a large number of users.

You need to modify information that appears in the public profiles of a large number of users, for example, a new corporate location. After you perform the upload, Cisco Pulse accesses updated information for the specified users in the corporate LDAP server and propagates the updates to the public profiles of the users.

In both situations, Cisco Pulse retains the existing privilege levels of the users.

Before You Begin

The CSV file must contain a single column of corporate email addresses for the users you want to modify, each in a separate row, in this format: username@domain-name. For example:

lprice@mycompany.com
abukhari@mycompany.com
knewberg@mycompany.com
mstevens@mycompany.com
echan@mycompany.com
...

Procedure

To modify the information for a large number of users:


Step 1 In the User page, click Add.

The page updates with the Add User Panel as shown in Figure 6-15.

Figure 6-15 Sample User Page—Add User Panel

Step 2 In the Use CSV File area of the panel, click Browse.

The File Upload dialog box appears.

Step 3 Navigate to the CSV file on your hard disk, highlight it, then click Open.

Step 4 Back in the User page, click Submit to upload the file to the system.

Cisco Pulse displays a message above the user table indicating whether or not the users were successfully added.


Related Topics

Manually Modifying User Information

Deleting User Entries

You can delete user entries from Cisco Pulse.

To delete a user, you must access their user entry. For information on using the various User page tools to find specific users, see the "Navigating through the User List" section.

Procedure

To delete user entries from Cisco Pulse:


Step 1 In the User page, locate the desired user.

Step 2 Click the check box for the user, then click Delete as shown in Figure 6-16.

Figure 6-16 Sample User Page—Deleting a User


Note To delete all users, you can click the check box in the column header, which places a check in the check box for all users, then click Delete.


Step 3 Repeat Step 1 through Step 2 for each additional user entry that you want to delete.


Related Topics

Adding Users

Modifying User Entries

Content Filtering

Cisco Pulse analyzes content shared across the network for terms in the Pulse Vocabulary. Through the use of these filters, you can specify the content that Cisco Pulse analyzes:

Web content

Accepted Web Domains—URLs that point to content that Cisco Pulse is allowed to analyze.

Restricted Web Domains —URLs that point to content that Cisco Pulse is not allowed to analyze.

Email content:

Accepted Email Domains—Email domains with content that Cisco Pulse is allowed to analyze.

Upon initial deployment of Cisco Pulse, no filters are specified. We recommend setting up filters to focus your system on analyzing only the desired web and emails domains.

These topics describe the Content Filtering page and how to use available elements in the page to configure web and email filters:

Content Filtering Page Elements

Web Content Filtering

Email Content Filtering

Content Filtering Page Elements

Figure 6-17 shows a sample Content Filtering page.

Figure 6-17 Sample Content Filtering Page

The Content Filtering page enables you to initially configure and maintain these filters:

Accepted Web Domains

Restricted Web Domains

Accepted Email Domains

Table 6-4 describes the elements of this page.


Note Even though the Accepted and Restricted Web Domain filters have distinct purposes, the Content Filtering page elements for manipulating both filters is the same. As a result, the documentation presents one set of instructions for performing all tasks for both of these filters.


Table 6-4 Content Filtering Page Elements 

Element
Description

Accepted and Restricted Web Domain areas

Download link

To download the Accepted or Restricted Web Domains in an ASCII text format to your hard disk, click the Download link.

Upload link

To upload the Accepted or Restricted Web Domains in an ASCII text format from your hard disk, click the Upload link.

Accepted or Restricted Web Domains

A scrollable windows that displays the Accepted or Restricted Web Domains that you have added so far.

Empty field and Add button

To add an Accepted or Restricted Web Domain, enter the domain name in the empty field, then click Add.

Delete button

To delete an Accepted or Restricted Web Domain, click to highlight the domain name in the window, then click Delete.

Accepted Email Domains area

Accepted Email Domains

A scrollable windows that displays the Accepted Email Domains that you have added so far.

Empty field and Add button

To add an Accepted Email Domain, enter the domain name in the empty field, then click Add.

Delete button

To delete an Accepted Email Domain, click to highlight the domain name in the window, then click Delete.


Related Topics

Web Content Filtering

Email Content Filtering

Web Content Filtering

Cisco Pulse supports two types of Web Domain filters: the Accepted Web Domains and the Restricted Web Domains. These filters enable you to control the web content that Cisco Pulse analyzes for terms in the Pulse Vocabulary.

The Accepted Web Domains should include URLs that point to content that Cisco Pulse is allowed to analyze, whereas the Restricted Web Domains should include URLs that point content that Cisco Pulse is not allowed to analyze.

Upon initial deployment of Cisco Pulse, no URLs are specified. We recommend using both filters in conjunction with each other to focus your system on analyzing only those pages with content that you consider to be relevant.


Note Cisco Pulse does not support the tagging of Microsoft Exchange email using Microsoft Outlook Web Access. Therefore, we recommend that you add the Microsoft Outlook Web Access URL to the Restricted Web Domains filter.


These topics provide more information on the URLs that you can include in both lists and how you can initially and maintain the lists:

Guidelines for Specifying URLs

Initially Configuring the Accepted and Restricted Web Domains

Maintaining the Accepted and Restricted Web Domains

Related Topics

Content Filtering Page Elements

Email Content Filtering

Guidelines for Specifying URLs

Before adding a URL to the Accepted and Restricted Web Domains, you must understand the URL patterns that Cisco Pulse accepts and what the accepted patterns specify.

Cisco Pulse accepts these URL patterns:

Site pattern—For example, www.mycompany.com.

Sub-domain pattern—For example, www.products.mycompany.com.

Directory pattern—For example, www.mycompany.com/products/.

File pattern—For example, www.mycompany.com/products/cisco_pulse.html.

Cisco Pulse accepts a a wildcard character (*) at the end of each pattern, for example, www.mycompany.com/*. Specifying a wildcard in this manner includes or excludes all pages in the www.mycompany.com site, for example, www.mycompany.com/products/..., www.mycompany.com/sales/..., and so on. If you do not explicitly specify a wildcard at the end of this pattern, Cisco Pulse assumes the www.mycompany.com page only.

Cisco Pulse does not accept a wildcard at the beginning or in the middle of each pattern.

When setting up the Accepted and Restricted Web Domains, we recommend using the more general URL patterns for the Accepted Web Domains and the more specific URL patterns in the Restricted Web Domains. For example, if you want Cisco Pulse to analyze all pages in the www.mycompany.com site except for the Human Resources and Finance pages, you can include www.mycompany.com/* in the Accepted Web Domains, and www.mycompany.com/human resources/* and mycompany.com/finance/* in the Restricted Web Domains.

Related Topics

Initially Configuring the Accepted and Restricted Web Domains

Maintaining the Accepted and Restricted Web Domains

Initially Configuring the Accepted and Restricted Web Domains


Note Even though the Accepted and Restricted Web Domains have distinct purposes, the Content Filtering page elements for manipulating both filters is the same. As a result, the documentation presents one set of instructions for performing all tasks for both of these filters.


You can use one of these methods to initially configure the Accepted and Restricted Web Domains:

If you have a small to moderate number of URLs, you can manually add each URL to each filter.

If you have a large number of URLs, we recommend that you create an unformatted ASCII text file in a text editor such Microsoft Notepad and add the URLs. You can then upload the file to the system.

These topics describe the supported methods of creating Accepted and Restricted Web Domains:

Manually Adding URLs

Uploading an ASCII Text File

Related Topics

Guidelines for Specifying URLs

Maintaining the Accepted and Restricted Web Domains

Manually Adding URLs

If your initial number of Accepted or Restricted Web Domains is small to moderate in number, you can manually add each URL.


Note Cisco Pulse does not support the tagging of Microsoft Exchange email using Microsoft Outlook Web Access. Therefore, we recommend that you add the Microsoft Outlook Web Access URL to the Restricted Web Domains filter.


Before You Begin

The URLs that you specify must adhere to accepted URL patterns. For more information, see the "Guidelines for Specifying URLs" section.

Procedure

To initially configure Accepted or Restricted Web Domains:


Step 1 In the Content Filtering page, enter a URL pattern in the empty field in either the Accepted or Restricted Web Domains areas, then click Add.

Figure 6-18 shows how to add a URL to the Accepted Web Domains.

Cisco Pulse displays a message above the Accepted and Restricted Web Domains windows indicating whether or not the URLs were successfully added.

Figure 6-18 Sample Content Filtering Page—Adding Accepted Web Domains

Step 2 Repeat Step 1 for each subsequent URL that you want to add to the list.


Related Topics

Uploading an ASCII Text File

Uploading an ASCII Text File

If the initial number of Accepted or Restricted Web Domains that you want to add is large, we recommend that you create an ASCII text file containing the URLs, then upload this file to the system.

The ASCII text file must contain a single column of URLs. For example:

www.mycompany.com
www.mycompany.com/businessunit1/*
www.mycompany.com/businessunit2/*
...

Note Cisco Pulse does not support the tagging of Microsoft Exchange email using Microsoft Outlook Web Access. Therefore, we recommend that you add the Microsoft Outlook Web Access URL to the Restricted Web Domains filter.


Before You Begin

The URLs included in the list must adhere to accepted URL patterns. For more information, see the "Guidelines for Specifying URLs" section.

You must upload a single-column of URLs in an unformatted ASCII text file created by a text editor such Microsoft Notepad.

Procedure

To upload the initial Accepted or Restricted Web Domains from your hard disk:


Step 1 In the Content Filtering page, click the Upload link in either the Accepted or Restricted Web Domains areas.

Figure 6-19 shows how to click the Upload link in the Accepted Web Domains area.

Figure 6-19 Sample Content Filtering Page—Clicking Upload Link

The Accepted Web Domains area updates with an empty field and associated Browse and Submit buttons as shown in Figure 6-20.

Figure 6-20 Sample Content Filtering Page—Uploading Accepted Web Domains

Step 2 Click Browse.

The File Upload dialog box appears.

Step 3 Navigate to the location of the file on your hard disk, highlight the file, and click Open.

Step 4 Back in the Accepted Web Domains area, click Submit to upload the file to the system.

Cisco Pulse displays a message above the Accepted and Restricted Web Domains windows indicating whether or not the URLs were successfully added.


Related Topics

Manually Adding URLs

Maintaining the Accepted and Restricted Web Domains


Note Even though the Accepted and Restricted Web Domain filters have distinct purposes, the Content Filtering page elements for manipulating both filters is the same. As a result, the documentation presents one set of instructions for performing all tasks for both of these filters.


After you initially configure the Accepted and Restricted Web Domains, the Content Filtering page enables you to perform these maintenance tasks:

Add URLs

Delete URLs


Note If you need to modify a URL, we recommend deleting the URL, then re-adding it with the needed modifications.


You can use one of these methods to add URLs to the Accepted and Restricted Web Domains:

If you need to add a small to moderate number of URLs, you can manually add each URL.

If you need to add a large number of URLs, be aware that uploading an ASCII text file containing the additional URLs overwrites the existing URLs. Therefore, we recommend that you download an ASCII text file containing the existing URLs to your hard disk, make the additions to the file using a text editor such as Microsoft Notepad, then upload the updated file to the system.

These topics describe how to maintain the lists:

Manually Adding URLs

Adding URLs by Downloading then Uploading an ASCII Text File

Deleting URLs

Downloading Accepted or Restricted Web Domains

Related Topics

Guidelines for Specifying URLs

Initially Configuring the Accepted and Restricted Web Domains

Manually Adding URLs

If you need to add a small to moderate number of URLs to the Accepted or Restricted Web Domains, you can manually add each URL.


Note If you need to add a large number of URLs to a list, we recommend downloading an ASCII text file containing the existing URLs to your hard disk, adding the new URLs to the file using a text editor such as Microsoft Notepad, then uploading the updated file to the system. For more information, see the "Adding URLs by Downloading then Uploading an ASCII Text File" section.


Before You Begin

Make sure that you understand the accepted URL patterns and what the accepted patterns specify. For more information, see the "Guidelines for Specifying URLs" section.

Procedure

To manually add URLs to the Accepted or Restricted Web Domains:


Step 1 In the Content Filtering page, enter a URL pattern in the empty field in either the Accepted or Restricted Web Domains areas, then click Add.

Figure 6-21 shows how to add a URL to the Accepted Web Domains.

Cisco Pulse displays a message above the Accepted and Restricted Web Domains windows indicating whether or not the URL was successfully added.

Figure 6-21 Sample Content Filtering Page—Adding Accepted Web Domains

Step 2 Repeat Step 1 for any subsequent URLs that you want to add.


Related Topics

Adding URLs by Downloading then Uploading an ASCII Text File

Deleting URLs

Downloading Accepted or Restricted Web Domains

Adding URLs by Downloading then Uploading an ASCII Text File

If you want to add a large number of URLs to the Accepted or Restricted Web Domains, be aware that uploading an ASCII text file containing the additional URLs overwrites the existing URLs. Therefore, we recommend that you download a text file containing the current URLs to your hard disk, make the additions to the file using a text editor such as Microsoft Notepad, then upload the updated file to the system.

The ASCII text file that you upload must contain a single column of URLs. For example:

www.mycompany.com
www.mycompany.com/businessunit1/*
www.mycompany.com/businessunit2/*
...

Before You Begin

The URLs included in the Accepted or Restricted Web Domains must adhere to accepted URL patterns. For more information, see the "Guidelines for Specifying URLs" section.

You must upload a single-column of URLs in an unformatted ASCII text file created by a text editor such Microsoft Notepad.

Procedure

To add a large number of URLs:


Step 1 In the Content Filtering page, click Download in the Accepted or Restricted Web Domain areas.

Figure 6-22 shows how to click Download in the Accepted Web Domain area.

Figure 6-22 Content Filtering Page—Clicking Download Link

The Opening dialog box appears as shown in Figure 6-23.

Figure 6-23 Opening Dialog Box

Step 2 To save the URLs to your desktop, click the Save File radio button, then click OK.

Step 3 Find the file on your desktop, then open it using the Microsoft WordPad application.

We recommend opening the file with this application because it formats the URLs in a single column.

Step 4 Add the new URLs to the text file, then save and close the file.

Step 5 Back in the Content Filtering page, click the Upload link in either the Accepted or Restricted Web Domain areas.

Figure 6-24 shows how to click the Upload link in the Accepted Web Domain area.

Figure 6-24 Sample Content Filtering Page—Clicking Upload Link

The Accepted or Restricted Web Domains area updates with an empty field and associated Browse and Submit buttons as shown in Figure 6-25.

Figure 6-25 Sample Content Filtering Page—Uploading Accepted Web Domains

Step 6 Click Browse.

The File Upload dialog box appears.

Step 7 Navigate to the location of the file, highlight the file, and click Open.

Step 8 Back in the Accepted or Restricted Web Domains area, click Submit to upload the file to the system.

Cisco Pulse displays a message above the Accepted and Restricted Web Domains windows indicating whether or not the URLs was successfully added.


Related Topics

Manually Adding URLs

Deleting URLs

Downloading Accepted or Restricted Web Domains

Deleting URLs

You can delete one or more URLs from the Accepted or Restricted Web Domains.

Procedure

To delete a URL:


Step 1 In the Accepted or Restricted Web Domains windows, click to highlight the unwanted URLs, then click Delete.

Figure 6-26. shows how to delete URLs from the Accepted Web Domains window.

Figure 6-26 Sample Content Filtering Page—Deleting Accepted Web Domains

A dialog box appears, asking you to verify that you want to delete the URLs.

Step 2 Click OK.

Cisco Pulse displays a message above the Accepted and Restricted Web Domains windows indicating whether or not the URLs was successfully deleted.


Related Topics

Manually Adding URLs

Adding URLs by Downloading then Uploading an ASCII Text File

Downloading Accepted or Restricted Web Domains

Downloading Accepted or Restricted Web Domains

If desired, you can download the currently configured Accepted or Restricted Web Domains to your desktop.

Procedure

To download the Accepted or Restricted Web Domains:


Step 1 In the Content Filtering page, click Download in the Accepted or Restricted Web Domain areas.

Figure 6-27 shows how to click Download in the Accepted Web Domain area.

Figure 6-27 Content Filtering Page—Clicking Download Link

The Opening dialog box appears as shown in Figure 6-28.

Figure 6-28 Opening Dialog Box

Step 2 To save the URLs to your desktop, click the Save File radio button, then click OK.

Step 3 Find the file on your desktop, then open it using the Microsoft WordPad application.

We recommend opening the file with this application because it formats the URLs in a single column.


Related Topics

Manually Adding URLs

Adding URLs by Downloading then Uploading an ASCII Text File

Deleting URLs

Email Content Filtering

Cisco Pulse supports an Accepted Email Domains filter, which enables you to specify domains in which Cisco Pulse is allowed to analyze email for terms in the Pulse Vocabulary.

Upon initial deployment of Cisco Pulse, no email domains are specified, which means that Cisco Pulse is not set up to tag email content. To enable Cisco Pulse to tag email content, you must initially configure any desired domains.

These topics provide more information about the domains that you can include and how you can initially configure and maintain the filters:

Guidelines for Specifying Email Domains

Initially Configuring Accepted Email Domains

Maintaining the Accepted Email Domains

Related Topics

Content Filtering Page Elements

Web Content Filtering

Guidelines for Specifying Email Domains

When specifying an email domain, you can use this general pattern:

.mycompany.com

If you specify this pattern, you are allowing Cisco Pulse to analyze emails from username@mycompany.com, username@us.mycompany.com, username@sales.mycompany.com, and so on.

You can also specify patterns that do not accommodate domain variations. For example:

mycompany.com

sales.mycompany.com

If you specify these patterns, you are allowing Cisco Pulse to analyze emails from these domains only:

username@mycompany.com

username@sales.mycompany.com

If an email from username@us.mycompany.com or any other unspecified domain is received, Cisco Pulse drops the email.

Related Topics

Initially Configuring Accepted Email Domains

Maintaining the Accepted Email Domains

Initially Configuring Accepted Email Domains

This topic describes how to add one or more email domains to the Accepted Email Domains filter.

Before You Begin

You must specify each email domain as a top-level domain name. For more information, see the "Guidelines for Specifying Email Domains" section.

Procedure

To add one or more emails domains:


Step 1 In the Content Filtering page, enter a top-level email domain name in the empty field in the Accepted Email Domains area, then click Add as shown in Figure 6-29.

Figure 6-29 Sample Content Filtering Page—Adding Accepted Email Domains

Cisco Pulse displays a message indicating whether or not the email domain was successfully added.

Step 2 Repeat Step 1 for each additional domain that you want to add.


Related Topics

Guidelines for Specifying Email Domains

Maintaining the Accepted Email Domains

Maintaining the Accepted Email Domains

The Content Filtering page enables you to perform these maintenance tasks for the Accepted Email Domains:

Add email domains

Delete email domains


Note If you need to modify an existing email domain, we recommend deleting the domain, then re-adding it with the needed modifications.


These topics describe how to maintain the lists:

Adding Email Domains

Deleting Email Domains

Related Topics

Guidelines for Specifying Email Domains

Initially Configuring Accepted Email Domains

Adding Email Domains

After the Accepted Email Domains is initially configured, you can add more domains to the filter.

Before You Begin

You must specify each email domain as a top-level domain name. For more information, see the "Guidelines for Specifying Email Domains" section.

Procedure

To add an email domain:


Step 1 In the Content Filtering page, enter a top-level email domain name in the empty field in the Accepted Email Domains area, then click Add as shown in Figure 6-30.

Figure 6-30 Sample Content Filtering Page—Adding Accepted Email Domains

Cisco Pulse displays a message indicating whether or not the email domain was successfully added.

Step 2 Repeat Step 1 for each additional domain that you want to add.


Related Topics

Deleting Email Domains

Deleting Email Domains

You can delete one or more email domains from the Accepted Email Domains.


Note If you delete the last or only existing email domain, you are disabling Cisco Pulse from tagging email.


Procedure

To delete an email domain:


Step 1 In the Accepted Email Domains window, click to highlight the unwanted email domain, then click Delete as shown in Figure 6-31.

Figure 6-31 Sample Content Filtering Page—Deleting Accepted Email Domains

Cisco Pulse prompts you to verify that you want to delete the specified domains.

Step 2 Click OK.

Cisco Pulse displays a message indicating whether or not the email domains were successfully deleted. Or, if you deleted the last or only existing email domain, Cisco Pulse reminds you that email tagging is disabled.


Related Topics

Adding Email Domains

Pulse Collect Appliance

You can deploy one or more Pulse Collect Appliances, which analyze content shared across the network for terms in the Pulse and Restricted Vocabularies. You can initially configure each Pulse Collect Appliance, then afterward, you can add or remove Pulse Collect Appliances, and update the configuration of any of these appliances.

These topics describe the Pulse Collect Appliances page and how to configure the Pulse Collect Appliances:

Pulse Collect Appliances Page Elements

Initially Configuring Pulse Collect Appliances

Maintaining the Pulse Collect Appliance Configurations

Pulse Collect Appliances Page Elements

Figure 6-32 shows a sample Pulse Collect Appliances page.

Figure 6-32 Sample Pulse Collect Appliances Page

Table 6-5 describes the elements of the page.

Table 6-5 Pulse Collect Appliances Page Elements 

Element
Element Status
Description

Appliance List—If no Pulse Collect Appliances are currently configured, the IP Address/Host Name and Configuration Status columns do not display.

IP Address/Host Name column

Display only

Displays the IP address or host name of each Pulse Collect Appliance that you configure. Each IP address or host name is a link, which when clicked, causes the Configure Appliance area to update with editable attributes for that Pulse Collect Appliance.

To remove a Pulse Collect Appliance from the Appliance List, click the cross icon that precedes the IP address or host name, then confirm the removal of the Pulse Collect Appliance by clicking OK.

Note When you remove a Pulse Collect Appliance from the Appliance List, it no longer analyzes content shared across the network for terms in the Pulse Vocabulary.

Need Config Update? column

Display only

Indicates whether or not a configuration update, which propagates recent Pulse Collect Appliance configuration changes to the other Pulse Appliances, is needed:

No—All Pulse Appliances have the current configuration of the Pulse Collect Appliance, and a configuration update is not needed.

Yes—The configuration of a Pulse Collect Appliance was recently changed, and a configuration update is needed to propagate the updates to all other Pulse Appliances.

For information on propagating configuration updates to all Pulse Appliances, see the "Configuration Updates" section.

Common to all Appliances

Kerberos Ports

Required

Kerberos is the underlying authentication protocol used by the Microsoft Windows login authentication service. Typically, Kerberos runs on port 88, which is the default setting of this attribute.

Cisco Pulse monitors the specified port for user-authenticated log messages.

Accepted Web Domains check box

Optional

If Cisco Pulse detects that you set up an Accepted Web Domains filter, all Pulse Collect Appliances are configured to use the filter to determine the web content that they should analyze and vice versa.

To enable all Pulse Collect Appliances to use the Accepted Web Domains filter, check the Accepted Web Domains check box. To disable all Pulse Collect Appliances from using the filter, uncheck the check box. For more information on Accepted Web Domains, see the "Web Content Filtering" section.

Restricted Web Domains check box

Optional

If Cisco Pulse detects that you set up a Restricted Web Domains filter, all Pulse Collect Appliances are configured to use the filter to determine the web content that they should not analyze and vice versa.

To enable all Pulse Collect Appliances to use the Restricted Web Domains filter, check the Restricted Web Domains check box. To disable all Pulse Collect Appliances from using the filter, uncheck the check box. For more information on Restricted Web Domains, see the "Web Content Filtering" section.

Configure Appliance

IP Address or Host Name

Required

Specify the IP address or host name of the Pulse Collect Appliance.

System Log Level

Optional

By default, Cisco Pulse monitors system log messages of the warning level. To change the message level that Cisco Pulse monitors, click the drop-down arrow.

Kerberos Port Log Level

Optional

By default, Cisco Pulse monitors Kerberos log messages of the warning level. To change the message level that Cisco Pulse monitors, click the drop-down arrow.

EXCHANGE check box

Optional

By default, the Pulse Collect Appliance does not analyze email content handled by Exchange servers. To enable this functionality, check the EXCHANGE check box.

Server IP Address window

Display only

Displays the IP address of each Exchange server that handles email traffic that the Pulse Collect Appliance should analyze.

Empty field and Add button

Optional

To manually add a Exchange server, enter the IP address for the server, then click Add.

Delete button

Optional

To manually delete a Exchange server, highlight the associated IP address in the Server IP Address window, then click Delete.

Upload CSV field, and Browse and Submit buttons

Optional

To upload several Exchange server IP addresses in CSV format, click Browse to navigate to the file on your hard disk, then click Submit to upload the file to the system.

Download link

Optional

To download the CSV file containing the IP addresses to your hard disk, click the Download link.

Log Level

Optional

By default, Cisco Pulse monitors Microsoft Exchange log messages of the warning level. To change the message level that Cisco Pulse monitors, click the drop-down arrow.

HTTP check box

Optional

By default, the Pulse Collect Appliance does not analyze web content handled by the specified ports of HTTP servers. To enable this functionality, check the HTTP check box. If enabled, the Pulse Collect Appliances automatically analyze web content handled by ports 80, 8080, and 1080.

Ports window

Display only

Displays the port number of each HTTP server that handles web traffic that the Pulse Collect Appliance should analyze.

Empty field and Add button

Optional

To manually add an HTTP server, enter the port number for the server, then click Add.

Delete button

Optional

To manually delete an HTTP server, highlight the associated port number in the Ports window, then click Delete.

Log Level

Optional

By default, Cisco Pulse monitors HTTP log messages of the warning level. To change the message level that Cisco Pulse monitors, click the drop-down arrow.

Entourage/WebDAV

Optional

By default, the Pulse Collect Appliance does not analyze email content handled by the Microsoft Entourage email client for the Apple Mac. To enable this functionality, check the Entourage/WebDAV check box. If enabled, Cisco Pulse can identify Entourage users across the network, and analyze and tag emails that these users send.

For more information, see the "Microsoft Entourage Email Client Support" section.

SMTP check box

Optional

By default, the Pulse Collect Appliance does not analyze email content handled by the specified port of the Simple Mail Transfer Protocol (SMTP) email server. To enable this functionality, check the SMTP check box.

Port

Required

If you enable SMTP functionality, the Pulse Collect Appliances automatically analyze email content handled by port 25. If needed, you can update this port number.

Log Level

Optional

By default, Cisco Pulse monitors SMTP log messages of the warning level. To change the message level that Cisco Pulse monitors, click the drop-down arrow.

Save & Add More button

-

Click to save your configuration, and configure another Pulse Collect Appliance.

Save & Complete button

-

Click to save your configuration. You do not need to configure another Pulse Collect Appliance


Related Topics

Initially Configuring Pulse Collect Appliances

Maintaining the Pulse Collect Appliance Configurations

Microsoft Entourage Email Client Support

Cisco Pulse supports the Microsoft Entourage email client for the Apple Mac. This support enables Cisco Pulse to identify Microsoft Entourage users across the network, and analyze and tag emails that these users send.


Note Microsoft Entourage uses HTTP POST and PUT methods to deliver emails from its client to a Microsoft Exchange server. Cisco Pulse analyzes and tags emails that are successfully transferred to a user's Sent Items folder.

Microsoft Entourage uses the HTTP GET method to deliver emails from the Exchange server to its client. Cisco Pulse does not analyze and tag received emails.


Cisco Pulse supports a Microsoft Entourage implementation that uses the World Wide Web Distributed Authoring and Versioning (WebDAV) protocol to interact with an Exchange server. WebDAV is an extension to HTTP.

This topic provides information on setting up Microsoft Entourage/WebDAV functionality:

Microsoft Entourage/WebDAV Special Considerations

Microsoft Entourage/WebDAV Special Considerations

These special considerations exist for the Microsoft Entourage/WebDAV implementation:

This implementation works with these Exchange server default settings:

/exchange/user-id, which is the path to the root mail folder on the Exchange server. If the format of this path is changed, problems can arise when Cisco Pulse attempts to identify Microsoft Entourage users.

DavMailSubmissionURI, which is the format of the mail submission Uniform Resource Identifier (URI). If this format is changed, problems can arise with HTTP POST communications between the Microsoft Entourage client and Exchange server.

The Microsoft Entourage/WebDAV functionality does not currently support multiple servers running on an Exchange server. For example, Microsoft Exchange and SharePoint run on the same server, and in the Pulse Collect Appliance page, you have specified the IP address of this server. You have specified that web access for the Exchange server occurs over port 80 and for SharePoint occurs over port 1080. Given this setup and configuration, all SharePoint traffic to and from port 1080 is dropped.

Initially Configuring Pulse Collect Appliances

This topic explains how to initially configure one or more Pulse Collect Appliances.

By default, a Pulse Collect Appliance is not configured to analyze email or HTTP content. To enable Pulse Collect Appliance functionality, you must perform some configuration tasks. You can configure the Pulse Collect Appliances as described:

For email content, you can specify that the Pulse Collect Appliance analyzes the content handled by Microsoft Exchange and SMTP servers.

For Exchange servers, you must specify the IP address of each server.

For the SMTP server, you must specify the port number of the server.

For web content, you can specify that the Pulse Collect Appliance analyzes the content handled by various ports of HTTP servers.

When specifying Exchange servers, you can use one of these options:

If you want to specify a small to moderate number of Exchange servers, you can manually add each server.

If you want to specify several Exchange servers, we recommend that you create a CSV file that contains the IP addresses of the servers, then upload the respective file from your hard disk to the system.

For more information on all attributes described in this topic, see the "Pulse Collect Appliances Page Elements" section.

Before You Begin

Before you begin, you need:

The IP address or host name of the Pulse Collect Appliance.

This information for one, both, or all of these servers:

The IP address of each Exchange server.

Each HTTP port number.

The SMTP port number.

If specifying a large number of Exchange servers in a CSV file, you must specify a single column of IP addresses, each in a separate row.

If enabling Microsoft Entourage/WebDAV functionality:

In the Content Filtering page, ensure that the Accepted Email Domains area includes the email domain(s) in which Microsoft Entourage users exist.

Ensure that multiple servers are not running on the Exchange server that interacts with the Microsoft Entourage clients. For more information, see the "Microsoft Entourage/WebDAV Special Considerations" section.

Procedure

To initially configure a Pulse Collect Appliance:


Step 1 In the Common to all Appliances area, as shown in Figure 6-33, the setting of all attributes are a default or automatically set by the system. To change the settings, perform these substeps:

Figure 6-33 Sample Pulse Collect Appliances Page

a. Specify the number of the Kerberos TCP port on all Pulse Collect Appliances that Cisco Pulse should monitor for user authentication-related log messages.

Kerberos is the underlying authentication protocol used by the Microsoft Windows login authentication service. Typically, Kerberos runs on port 88, which is the default setting of this attribute. Change the default port number if Kerberos runs on a different port.

b. To enable all Pulse Collect Appliances to use the Accepted Web Domains filter to determine the web content the Pulse Collect Appliances should analyze, check the Accepted Web Domains check box. To disable all Pulse Collect Appliances from using the Accepted Web Domains filter, uncheck the Accepted Web Domains check box.

c. To enable all Pulse Collect Appliances to use the Restricted Web Domains filter to determine the web content the Pulse Collect Appliances should not analyze, check the Restricted Web Domains check box. To disable all Pulse Collect Appliances from using the Restricted Web Domains filter, uncheck the Restricted Web Domains check box.

Step 2 In the Configure Appliance area, enter the IP address or host name of the Pulse Collect Appliance.

A sample host name is sj1-collect.mycompany.com.

Step 3 To change the default setting of the System Log Level, use the drop-down arrow.

Step 4 To change the default setting of the Kerberos Port Log Level, use the drop-down arrow.

Step 5 To specify Exchange servers, perform these substeps:

a. Check the EXCHANGE check box.

b. To manually add a small to moderate number of Exchange servers, enter the IP address of a server in the empty field, then click Add. Repeat this step for each server you want to add.

Each specified IP address appears in the Server IP Address window.

c. To upload a CSV file that contains a large number of Exchange server IP addresses, click Browse. When the File Upload dialog box appears, navigate to the CSV file on your hard disk, highlight it, then click Open. Back in the EXCHANGE area, click Submit to upload the file to the system.

Cisco Pulse displays a message below the Upload CSV field indicating whether or not the file was successfully imported.

d. To change the default setting of the Exchange Log Level, use the drop-down arrow.

Step 6 To specify HTTP port numbers, perform these substeps:

a. Check the HTTP check box.

b. If one or more of the default port numbers displayed in the Ports window are incorrect, highlight the incorrect numbers, then click Delete. When the system prompts you to verify the deletion, click OK.

The incorrect port numbers are removed from the Ports window.

c. To add a port number, enter the number in the empty field, then click Add. Repeat this step for each port number you want to add.

Each specified port number appears in the Ports window.

d. To change the default setting of the HTTP Log Level, use the drop-down arrow.

Step 7 To enable Microsoft Entourage/WebDAV functionality, perform these substeps:

a. In the EXCHANGE area:

If the EXCHANGE check box is not already checked, check it.

If you have not already, enter the IP address of the Exchange server that interacts with the Microsoft Entourage clients, then click Add.

b. In the HTTP area:

If the HTTP check box is not already checked, check it.

If you have not already, enter the Microsoft Entourage-related port numbers, then click Add. Typically, ports 80 (HTTP) and 443 (HTTPS) handle Microsoft Entourage traffic.

c. Check the Entourage/WebDAV check box.

Step 8 To specify an SMTP port number, perform these substeps:

a. Check the SMTP check box.

b. If the default port number displayed in the Port field is incorrect, delete it.

c. To add a new port number, enter the number in the Port field.

d. To change the default setting of the SMTP Log Level, use the drop-down arrow.

Step 9 After you have reviewed your Pulse Collect Appliance configuration and are confident that everything is correct, perform one of these steps:

a. To save the configuration of this Pulse Collect Appliance, and go on to configure an additional Pulse Collect Appliance, click Save & Add More.

The Pulse Collect Appliance page updates. The Pulse Collect Appliance that you just configured now appears in the Appliance List, and except for the default or automatically set values, all other attribute fields and windows in the Configure Appliance area are now empty. Repeat Step 2 through Step 9 for each additional Pulse Collect Appliance that you want to configure.

b. If you want to save the configuration of this Pulse Collect Appliance and you have no additional Pulse Collect Appliance to configure, click Save & Complete.

The Administration setup wizard opens the next page in the configuration sequence.


Related Topics

Pulse Collect Appliances Page Elements

Maintaining the Pulse Collect Appliance Configurations

Maintaining the Pulse Collect Appliance Configurations

After initially configuring the Pulse Collect Appliances, you must maintain the Pulse Collect Appliance list as well as the configuration of each Pulse Collect Appliance. These topics describe maintenance tasks that the Collaboration Systems Routers page enables you to perform:

Adding Pulse Collect Appliances

Modifying the Attributes Common to All Pulse Collect Appliances

Modifying the Configuration of a Pulse Collect Appliance

Deleting a Pulse Collect Appliance

Related Topics

Pulse Collect Appliances Page Elements

Initially Configuring Pulse Collect Appliances

Adding Pulse Collect Appliances

This topic explains how to add one or more Pulse Collect Appliances.

By default, a Pulse Collect Appliance is not configured to analyze email or HTTP content. To enable Pulse Collect Appliance functionality, you must perform some configuration tasks. You can configure the Pulse Collect Appliances as described:

For email content, you can specify that the Pulse Collect Appliance analyzes the content handled by Microsoft Exchange and SMTP servers.

For Exchange servers, you must specify the IP address of each server.

For the SMTP server, you must specify the port number of the server.

For web content, you can specify that the Pulse Collect Appliance analyzes the content handled by various ports of HTTP servers.

When specifying Exchange servers, you can use one of these options:

If you want to specify a small to moderate number of Exchange servers, you can manually add each server.

If you want to specify several Exchange servers, we recommend that you create a CSV file that contains the IP addresses of the servers, then upload the respective file from your hard disk to the system.

For more information on all attributes described in this topic, see the "Pulse Collect Appliances Page Elements" section.

Before You Begin

Before you begin, you need:

The IP address or host name of the Pulse Collect Appliance.

This information for one, both, or all of these servers:

The IP address of each Exchange server.

Each HTTP port number.

The SMTP port number.

If specifying a large number of Exchange servers in a CSV file, you must specify a single column of IP addresses, each in a separate row.

If enabling Microsoft Entourage/WebDAV functionality:

In the Content Filtering page, ensure that the Accepted Email Domains area includes the email domain(s) in which Microsoft Entourage users exist.

Ensure that multiple servers are not running on the Exchange server that interacts with the Microsoft Entourage clients. For more information, see the "Microsoft Entourage/WebDAV Special Considerations" section.

Procedure

To add one or more Pulse Collect Appliances:


Step 1 Click the Pulse Collect Appliances link in the Administration navigation pane.

The Pulse Collect Appliances page appears as shown in Figure 6-34. The Appliance List contains currently configured Pulse Collect Appliances.

Figure 6-34 Sample Pulse Collect Appliances Page

Step 2 In the Configure Appliance area, enter the IP address or host name of the Pulse Collect Appliance that you are adding.

A sample host name is sj1-collect.mycompany.com.

Step 3 To change the default setting of the System Log Level, use the drop-down arrow.

Step 4 To change the default setting of the Kerberos Port Log Level, use the drop-down arrow.

Step 5 To specify Exchange servers, perform these substeps:

a. Check the EXCHANGE check box.

b. To manually add a small to moderate number of Exchange servers, enter the IP address of a server in the empty field, then click Add. Repeat this step for each server you want to add.

Each specified IP address appears in the Server IP Address window.

c. To upload a CSV file that contains several Exchange server IP addresses, click Browse. When the File Upload dialog box appears, navigate to the CSV file on your hard disk, highlight it, then click Open. Back in the EXCHANGE area, click Submit to upload the file to the system.

Cisco Pulse displays a message below the Upload CSV field indicating whether or not the file was successfully imported.

d. To change the default setting of the Exchange Log Level, use the drop-down arrow.

Step 6 To specify HTTP port numbers, perform these substeps:

a. Check the HTTP check box.

b. If one or more of the default port numbers displayed in the Ports window are incorrect, highlight the incorrect numbers, then click Delete. When the system prompts you to verify the deletion, click OK.

The incorrect port numbers are removed from the Ports window.

c. To add a port number, enter the number in the empty field, then click Add. Repeat this step for each port number you want to add.

Each specified port number appears in the Ports window.

d. To change the default setting of the HTTP Log Level, use the drop-down arrow.

Step 7 To enable Microsoft Entourage/WebDAV functionality, perform these substeps:

a. In the EXCHANGE area:

If the EXCHANGE check box is not already checked, check it.

If you have not already, enter the IP address of the Exchange server that interacts with the Microsoft Entourage clients, then click Add.

b. In the HTTP area:

If the HTTP check box is not already checked, check it.

If you have not already, enter the Microsoft Entourage-related port numbers, then click Add. Typically, ports 80 (HTTP) and 443 (HTTPS) handle Microsoft Entourage traffic.

c. Check the Entourage/WebDAV check box.

Step 8 To specify an SMTP port number, perform these substeps:

a. Check the SMTP check box.

b. If the default port number displayed in the Port field is incorrect, delete it.

c. To add a new port number, enter the number in the Port field.

d. To change the default setting of the SMTP Log Level, use the drop-down arrow.

Step 9 After you have reviewed your Pulse Collect Appliance configuration and are confident that everything is correct, perform one of these steps:

a. To save the configuration of this Pulse Collect Appliance, and go on to configure an additional Pulse Collect Appliance, click Save & Add More.

The Pulse Collect Appliance page updates. The Pulse Collect Appliance that you just configured now appears in the Appliance List, and except for the default or automatically set values, all other attribute fields and windows in the Configure Appliance area are now empty. Repeat Step 2 through Step 9 for each additional Pulse Collect Appliance that you want to configure.

b. If you want to save the configuration of this Pulse Collect Appliance and you have no additional Pulse Collect Appliances to configure, click Save & Complete.

The Pulse Collect Appliance page updates. The Pulse Collect Appliance that you just configured now appears in the Appliance List.


Related Topics

Modifying the Attributes Common to All Pulse Collect Appliances

Modifying the Configuration of a Pulse Collect Appliance

Deleting a Pulse Collect Appliance

Modifying the Attributes Common to All Pulse Collect Appliances

This topic describes how to modify these attributes that are common to all Pulse Collect Appliances:

Kerberos Port

Accepted Web Domains

Restricted Web Domains

If you enable all Pulse Collect Appliances to use the Accepted or Restricted Web Domains filters, these filters must be configured. For information on configuring these filters, see the "Web Content Filtering" section.

For more information on all attributes described in this topic, see the "Pulse Collect Appliances Page Elements" section.

Procedure

To modify the attributes common to all Pulse Collect Appliances:


Step 1 Click the Pulse Collect Appliances link in the Administration navigation pane.

The Pulse Collect Appliances page appears as shown in Figure 6-35.

Figure 6-35 Sample Pulse Collect Appliances Page

Step 2 In the Common to all Appliances area, modify any of these attributes:

a. Specify the number of the Kerberos TCP port on all Pulse Collect Appliances that Cisco Pulse should monitor for user authentication-related log messages.

Kerberos is the underlying authentication protocol used by the Microsoft Windows login authentication service. Typically, Kerberos runs on port 88, which is the default setting of this attribute. Change the default port number if Kerberos runs on a different port.

b. To enable all Pulse Collect Appliances to use the Accepted Web Domains filter to determine the web content the Pulse Collect Appliances should analyze, check the Accepted Web Domains check box. To disable all Pulse Collect Appliances from using the Accepted Web Domains filter, uncheck the Accepted Web Domains check box.

c. To enable all Pulse Collect Appliances to use the Restricted Web Domains filter to determine the web content the Pulse Collect Appliances should not analyze, check the Restricted Web Domains check box. To disable all Pulse Collect Appliances from using the Restricted Web Domains filter, uncheck the Restricted Web Domains check box.

Step 3 When you have reviewed your Pulse Collect Appliance configuration and are confident that everything is correct, click Save & Complete.


Related Topics

Adding Pulse Collect Appliances

Modifying the Configuration of a Pulse Collect Appliance

Deleting a Pulse Collect Appliance

Modifying the Configuration of a Pulse Collect Appliance

This topic explains how to modify the configuration of a Pulse Collect Appliance that is already functioning.

If you need to modify the list of Exchange servers that handle email content that you want the Pulse Collect Appliance to analyze, you can use one of these options:

If you want to add or delete a small to moderate number of Exchange servers, you can manually add or delete each server.

If you want to add or delete several Exchange servers, be aware that uploading a CSV file containing only the updates overwrites the existing list. Therefore, we recommend that you download a CSV file containing the current list to your hard disk, make the additions and deletions to the file, then upload the updated file to the system.


Note If you need to modify an existing Exchange server IP address or HTTP port number, we recommend deleting the address or number from the list, then re-adding it with the needed modifications.


For more information on all attributes described in this topic, see the "Pulse Collect Appliances Page Elements" section.

Before You Begin

Before you begin, you need:

The updated IP address or host name of the Pulse Collect Appliance if applicable.

The IP address of each new Exchange server if applicable.

The number of each new HTTP port if applicable.

The new or updated SMTP port number if applicable.

If enabling Microsoft Entourage/WebDAV functionality:

In the Content Filtering page, ensure that the Accepted Email Domains area includes the email domain(s) in which Microsoft Entourage users exist.

Ensure that multiple servers are not running on the Exchange server that interacts with the Microsoft Entourage clients. For more information, see the "Microsoft Entourage/WebDAV Special Considerations" section.

Procedure

To modify the configuration of a Pulse Collect Appliance:


Step 1 Click the Pulse Collect Appliances link in the Administration navigation pane.

The Pulse Collect Appliances page appears as shown in Figure 6-36.

Figure 6-36 Sample Pulse Collect Appliances Page

Step 2 In the Appliance List, click the IP address or host name of the Pulse Collect Appliance that you want to modify.

The Configure Appliance area of the page updates with the editable attributes of the specified Pulse Collect Appliance.

Step 3 In the Configure Appliance area, update the IP address or host name of the Pulse Collect Appliance if needed.

A sample host address is sj1-collect.mycompany.com.

Step 4 To manually add Exchange servers or HTTP ports, perform these steps:

a. Enter an IP address or port number in the appropriate empty field, then click Add.

The IP address or port number appears in the Server IP Address or Ports window, respectively.

b. Repeat step a for each additional IP address or port number that you want to add.

Step 5 To manually delete Exchange servers or HTTP ports, perform these steps:

a. In the Server IP Address or Ports window, highlight the unwanted IP addresses or port numbers, respectively, then click Delete.

b. When the system prompts you to verify the deletion, click OK.

Step 6 To add or delete several Exchange servers, perform these steps:

a. To Download a CSV file that contains the current Exchange server list to your hard disk, click Download.

The Opening dialog box appears as shown in Figure 6-37.

Figure 6-37 Opening Dialog Box

b. Click the Save File radio button, then click OK.

The system downloads the CSV file to your desktop.

c. Locate the CSV file, and open it using an application such as the Microsoft Excel application.

d. Add and delete IP addresses as needed, then save the file.

e. To upload the updated CSV file, click Browse.

f. When the File Upload dialog box appears, navigate to the CSV file on your hard disk, highlight it, then click Open.

g. Back in the EXCHANGE area, click Submit to upload the file to the system.

Cisco Pulse displays a message below the Upload CSV field indicating whether or not the file was successfully imported.

Step 7 To enable Microsoft Entourage/WebDAV functionality, perform these substeps:

a. In the EXCHANGE area:

If the EXCHANGE check box is not already checked, check it.

If you have not already, enter the IP address of the Exchange server that interacts with the Microsoft Entourage clients, then click Add.

b. In the HTTP area:

If the HTTP check box is not already checked, check it.

If you have not already, enter the Microsoft Entourage-related port numbers, then click Add. Typically, ports 80 (HTTP) and 443 (HTTPS) handle Microsoft Entourage traffic.

c. Check the Entourage/WebDAV check box.

Step 8 To disable Microsoft Entourage/WebDAV functionality, perform these substeps:

a. In the EXCHANGE area:

Highlight the IP address of the Exchange server that interacts with the Microsoft Entourage clients, then click Delete.

If the IP address that you just deleted was the only one, uncheck the EXCHANGE check box.

b. In the HTTP area:

Highlight the Microsoft Entourage-related port numbers, which are typically ports 80 (HTTP) and 443 (HTTPS), then click Delete.

If the port numbers that you just deleted were the last ones, uncheck the HTTP check box.

c. Uncheck the Entourage/WebDAV check box.

Step 9 In the SMTP area, add or modify the SMTP port number as needed.

Step 10 When you have reviewed your Pulse Collect Appliance configuration modifications and are confident that everything is correct, click Save and Complete.

Step 11 Repeat Step 2 through Step 10 to modify the configuration of another Pulse Collect Appliance.


Related Topics

Adding Pulse Collect Appliances

Modifying the Attributes Common to All Pulse Collect Appliances

Deleting a Pulse Collect Appliance

Deleting a Pulse Collect Appliance

This topic describes how to delete, or remove, a Pulse Collect Appliance from use in Cisco Pulse.


Note When you remove a Pulse Collect Appliance from the Appliance List, it no longer analyzes content shared across the network for terms in the Pulse Vocabulary.


For more information on all attributes described in this topic, see the "Pulse Collect Appliances Page Elements" section.

Procedure

To remove a Pulse Collect Appliance:


Step 1 Click the Pulse Collect Appliances link in the Administration navigation pane.

The Pulse Collect Appliances page appears as shown in Figure 6-38.

Figure 6-38 Sample Pulse Collect Appliances Page

Step 2 In the Appliance List, locate the IP address or host name of the unwanted Pulse Collect Appliance, then click the cross icon that precedes the address.

Cisco Pulse prompts you to verify the deletion of the Pulse Collect Appliance.

Step 3 Click OK.

Cisco Pulse displays a message indicating whether or not the Pulse Collect Appliance was successfully deleted.

Step 4 Repeat Step 2 through Step 3 for each additional Pulse Collect Appliance that you want to delete.


Related Topics

Adding Pulse Collect Appliances

Modifying the Attributes Common to All Pulse Collect Appliances

Modifying the Configuration of a Pulse Collect Appliance

Cisco Unified Communications Manager

The Click-to-Call feature enables a user who has performed a Pulse Locator search to quickly collaborate with an expertise provider by clicking a phone icon in the full or mini public profile of the expertise provider. You can implement this feature only if your corporate phone system is managed by Cisco Unified Communications Manager and Cisco Web Dialer is enabled.

To implement this feature, you must specify the IP address or host name for the publisher server/primary server. By default, this address is set to 0.0.0.0, which means that the feature is disabled.

Enter the IP address or host name of the publisher server/primary server in the field, then click Save as shown in Figure 6-39.

Figure 6-39 Sample Cisco Unified Communications Manager Page

Remote Syslog

If a remote system log server is implemented in your network, you can specify the IP address or host name of the server, which causes all system messages to be sent to that server. If a remote system log server is not implemented in your network, you can alternatively specify the IP address or host name of the Pulse Connect Appliance, which causes all system messages to be sent to that appliance instead.

By default, this address is set to 0.0.0.0, which means that the system messages are not sent. Enter the IP address or host name of the remote system log server in the field, then click Save as shown in Figure 6-40.

Figure 6-40 Sample Remote Syslog Page

Vocabulary Notification


Note We recommend that the system administrator handles this task in conjunction with the business administrator, who maintains the Pulse and Restricted Vocabularies.


You can configure Cisco Pulse to send a vocabulary notification email to users in a mailing list when additions, changes, or deletions are made to the Pulse and Restricted Vocabularies. To set up the notification, you must take these actions:

Create a mailing list using a tool that is available in your organization. In this list, include all users who agreed to the terms of the privacy policy, if one exists for your organization.

Configure vocabulary notification attributes in the Vocabulary Notification page.

Make users aware that they can remove themselves from the mailing list if they prefer not to receive the notification emails.

After you take these actions, Cisco Pulse sends a notification email to the specified mailing list at 11 pm if additions, changes, or deletions are made to the Pulse and Restricted Vocabularies earlier that day. By default, Cisco Pulse does not send notification emails.

Before You Begin

You must create a mailing list that includes all users who agreed to the terms of the privacy policy, if one exists for your organization.

You must gather this information about the mail server that sends the notification emails:

Domain

Host name or IP address

Procedure

To configure Cisco Pulse to send vocabulary notification emails to users in the mailing list:


Step 1 Access the Vocabulary Notification page.

The Vocabulary Notification page appears as shown in Figure 6-41.

Figure 6-41 Sample Vocabulary Notification Page

Step 2 In the Server Domain field, enter the domain in which the mail server resides.

A sample domain name is mycompany.com.

Step 3 In the Sender host name field, enter the host name or IP address of the mail server.

Step 4 In the Email alias field, enter the name of your mailing list in this format:

mailing-list-name@domain-name

For example, notify-all-users@mycompany.com.

Step 5 When you have reviewed your Vocabulary Notification configuration and are confident that everything is correct, click Save.

Step 6 If you modified existing Vocabulary Notification attribute settings, you must restart the vocab_mailer service by entering this command on the Pulse Connect Appliance:

service vocab_mailer restart


Properties Configuration

You can set up these optional properties:

Photo URL—Each public profile can include a photo of the user. This property enables you to specify a URL that directs Cisco Pulse to a database of user photos.

Privacy policy content—An organization that is concerned about user reaction to the potential tagging of email and web content shared across the network can optionally create a privacy policy. After your policy is finalized, you can enter the content in the Privacy Policy Content field in the Properties Configuration page. The content that you enter in this field is the actual content that appears when a user initially logs into Cisco Pulse. All users must accept this policy before they can access and use the applications.

These topics provide more information on the property-related tasks you must perform:

Specifying a Photo URL

Defining the Privacy Policy Content

Specifying a Photo URL

To optionally display a photo in each public profile, you can specify a URL that directs Cisco Pulse to a database of user photos.

Before You Begin

Check to make sure that your photo database meets these conditions:

The photos are accessible using HTTP.

Each photo must be in JPG format.

Each photo filename is in the username.jpg format.

Procedure

To specify a photo URL:


Step 1 Access the Properties Configuration page.

The Properties Configuration page appears as shown in Figure 6-42.

Figure 6-42 Sample Properties Configuration Page—Specifying a Photo URL

Step 2 In the Photo URL field, enter a URL preceded by "http://".

Step 3 Click Save.

Step 4 After you initially configure or update the photo URL, you must restart the connect service. To do so, use Secure Shell (SSH) to log into the Pulse Connect Appliance, then restart the service by entering this command:

service connect restart

Related Topics

Defining the Privacy Policy Content

Defining the Privacy Policy Content

You can optionally define a privacy policy for your organization and enter it in the Privacy Policy Content field in the Properties Configurations page.


Note Organizations that are concerned about user reaction to the potential tagging of email and web content shared across the network should consider implementing a privacy policy.


If your organization decides to implement a privacy policy, the content that you enter in the Privacy Policy Content field is the actual content that displays when a user initially logs into Cisco Pulse. When presented with the Privacy Policy page during their initial login, users have these options:

Accept the policy—If users accept the policy, they can enter and use the applications. Also, Cisco Pulse begins to analyze and tag content that they share across the network.

Decline the policy—If users decline the policy, they are logged out. Cisco Pulse does not analyze nor tag content that they share across the network.

If your organization decides not implement a privacy policy, the Privacy Policy page does not display during the initial login of each user, and the users immediately enter and can begin using the applications. Also, Cisco Pulse begins to analyze and tag content that all users share across the network.

By default, a privacy policy is enabled and you simply need to enter the contents in the Privacy Policy content field. If you do not want to implement one, you must disable the privacy policy.

Before You Begin

Work with the appropriate group or individual in your organization to perform these tasks:

Decide whether or not to implement a privacy policy.

If you decide to implement a privacy policy, create the content and have the finalized text in ASCII text format.

Procedure

To configure the privacy policy:


Step 1 Access the Properties Configurations page.

The Properties Configuration page appears as shown in Figure 6-43.

Figure 6-43 Sample Properties Configuration Page

Step 2 If you are not implementing a privacy policy, uncheck the Enable privacy policy check box, and go on to Step 4.

Step 3 If you are implementing a privacy policy, in the Privacy Policy Content field, enter the privacy policy in ASCII text format.

Step 4 Click Save.


Related Topics

Specifying a Photo URL

Cisco Unified Presence

Cisco Unified Presence supports clients, for example, the Cisco Unified Personal Communicator. This client enables users to set up such applications as a desktop or virtual IP phone, or instant messaging. The Cisco Unified Personal Communicator can automatically determine the availability of users over these applications, or users can specify their availability manually.

If you set up Cisco Pulse as a client to Cisco Unified Presence, Cisco Pulse can do this:

Get the availability status of each known Cisco Pulse user from Cisco Unified Presence.

Write the user status to a database.

When an expertise seeker performs a Pulse Locator search, Cisco Pulse gets the availability status of the known expertise providers from the database and displays their availability in the search results. The expertise seeker can note the availability of an expertise provider and decide whether to collaborate now or later.

By default, the IP address of the Cisco Unified Presence server is set to 0.0.0.0, which means that Cisco Pulse does not recognize Cisco Unified Presence nor support its functionality. As a result, Cisco Pulse handles the Cisco Unified Presence functionality as described:

In the Pulse Locator search results:

The column of icons for each expertise provider does not appear.

The Refine by Presence filter does not appear.

In the mini public profile of an expertise provider, a status icon does not appear.

If you specify an IP address or host name for the Cisco Unified Presence server, as well as values for the other required attributes, the column of icons appears in the Pulse Locator search results, and the icons in the mini profiles indicate the current status of the known expertise providers. However, if an expertise provider is not known by Cisco Unified Presence, an icon does not appear.

The Refine by Presence filter in the Pulse Locator search results appears only if you configure it to appear as described in this topic.


Note If you change the IP address or host name from a functioning Cisco Unified Presence server to a non-functioning server or simply enter the wrong address, Cisco Pulse continues to get the availability status from the functioning server until you restart the presence service by issuing the service presence restart command on the Pulse Connect Appliance. After you restart the presence service, Cisco Pulse tries to get the status from the non-functioning server and when it fails, the availability status of "unknown" appears for all expertise providers in the Pulse Locator search results, and full and mini profiles.


This topic provides details on configuring this feature:

Configuring Cisco Unified Presence

Configuring Cisco Unified Presence

This topic describes how to configure Cisco Pulse to access and interact with Cisco Unified Presence.

Before You Begin

You need this Cisco Unified Presence information:

IP address or host name.

Port over which Cisco Pulse can access the server.

Application username and password. This user account information enables Cisco Pulse to get a session identifier from Cisco Unified Presence. You must specify a unique user for a Pulse Connect Appliance. This user should have the Third Party API permission. With this permission, this user is automatically assigned these roles: Standard AXL API Access, Standard CUReporting, and Standard SERVICEABILITY Administration.

End username. The end user is a watcher that monitors the status of all users. You can specify the username of any licensed Cisco Unified Presence user.

Procedure

To configure Cisco Pulse to access and interact with Cisco Unified Presence:


Step 1 Access the Cisco Unified Presence page.

The Cisco Unified Presence page appears as shown in Figure 6-44.

Figure 6-44 Sample Cisco Unified Presence Page

Step 2 To configure the Refine by Presence filter to appear in the Pulse Locator search results, check the Enable presence server facet check box.

Step 3 Enter the IP address or host name of the server in the IP Address field.

Step 4 Enter the port number in the Port field.

By default, port 8082 is specified. If needed, specify a different port number.

Step 5 Enter the application username in the Apps Username field.

Step 6 Enter the application password in the Apps User Password field.

Step 7 Enter the username of any licensed Cisco Unified Presence user in the End Username field.

Step 8 Click Save.

Step 9 If you modified existing Cisco Unified Presence attribute settings, you must restart the presence service by issuing this command on the Pulse Connect Appliance:

service presence restart


Cisco WebEx

You can integrate the Cisco WebEx meeting functionality into Cisco Pulse. If you do so, a user can quickly collaborate with an expertise provider by clicking a Cisco WebEx icon in the full or mini profile of the expertise provider. The user is prompted to log into the Cisco WebEx application, then the application opens with the user placed in a meeting where they can invite one or more expertise providers to join the teleconference and web meeting.

Before You Begin

You need the Cisco WebEx site URL, which is organization-specific URL for a Cisco WebEx meeting setup page as provided by Cisco WebEx. A sample site URL is https://mycompany.webex.com/mc0800l/
meetingcenter/mywebex/start1clickmeeting.do?siteurl=mycompany.

Procedure

To set up Cisco WebEx meeting functionality:


Step 1 Access the Cisco WebEx page.

A sample Cisco WebEx page appears as shown in Figure 6-45.

Figure 6-45 Sample Cisco WebEx Page

Step 2 Enter the Cisco WebEx site URL.

Step 3 Click Save.


Configuration Updates

If you change any aspect of the Cisco Pulse configuration, for example, you modify the setting of an attribute, add a Pulse Collect Engine, or add users, the configuration is stored in the Pulse Connect Engine. For the update to fully take effect, the Pulse Connect Engine must propagate the updated configuration to all Pulse Collect Engines.

By default, Cisco Pulse starts the first configuration update at 4 am and performs subsequent updates every 24 hours. The Configuration Update page enables you to handle configuration updates to the Pulse Collect Engines in two ways:

You can change the default settings of the regularly scheduled updates.

At any time in between regularly scheduled updates, you can perform an immediate update.

These topics explain the two update methods:

Performing an Immediate Configuration Update

Configuring Regularly Scheduled Configuration Updates

Performing an Immediate Configuration Update

At any time in between regularly scheduled updates, you can initiate a configuration update.


Note If any changes were made to the Pulse or Restricted Vocabularies since the last update, the Pulse Connect Index Engine must be restarted. This restart causes a brief interruption of the services provided by the Pulse Locator.


Procedure

To perform an immediate configuration update:


Step 1 Click the Configuration Update link in the Administration navigation pane.

The Configuration Update page appears as shown in Figure 6-46.

Figure 6-46 Sample Configuration Update Page—Performing an Immediate Update

Step 2 Click Update Now.


Related Topics

Configuring Regularly Scheduled Configuration Updates

Configuring Regularly Scheduled Configuration Updates

Two attributes control the regularly scheduled configuration updates:

The hour at which Cisco Pulse performs the first update. Valid values are every hour from 12 am to 11 pm.

The interval at which Cisco Pulse performs subsequent updates. Valid values are every 2, 4, 8, 16, or 24 hours or 1 week.

By default, Cisco Pulse starts the first update at 4 am and performs subsequent updates every 24 hours. The Configuration Update page enables you to change the default setting of one or both of these attributes.

Procedure

To configure the regularly scheduled configuration updates:


Step 1 Click the Configuration Update link in the Administration navigation pane.

The Configuration Update page appears as shown in Figure 6-47.

Figure 6-47 Sample Configuration Update Page—Configuring a Regularly Scheduled Update

Step 2 From the Hour drop-down list, choose the hour at which Cisco Pulse should perform the next update.

Step 3 From the Update time interval drop-down list, choose the interval at which Cisco Pulse should perform subsequent updates.

Step 4 To save the values of the newly configured attributes, click Schedule Update.

A message displays, indicating whether or not the configuration was performed successfully.


Related Topics

Performing an Immediate Configuration Update

Monitoring Cisco Pulse


Note The Administration setup wizard does not allow you to monitor Cisco Pulse. You can access the Monitoring page after you complete the initial configuration of Cisco Pulse using the Administration setup wizard.


For complete information on accessing application and system logs as well as the status of the Pulse Connect and Collect Appliances, see Chapter 8, "Monitoring Cisco Pulse."