Cisco IPICS Server Administration Guide, Release 4.6
Performing Cisco IPICS Operator Tasks
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Performing Cisco IPICS Operator Tasks

Table Of Contents

Performing Cisco IPICS Operator Tasks

Managing Users

Understanding the Users Window

Adding a User

Managing User Information

Managing General Information for a User

Managing Address Information for a User

Managing Roles for a User

Managing Dial Login Information for a User

Managing an End Device for a User

Managing Communications Preferences for a User

Associating Resources with a User

Associating PTT Channels with a User

Associating Phones with a User

Associating Policies with a User

Associating Radios with a User

Managing Ops Views for a User

Choosing an Ops View to Which a User Belongs

Associating Ops Views with a User

Managing Prompts for a User

Viewing Information about VTGs in which a User is a Participant

Managing User Status

Changing User Status

Locking or Unlocking a User Account

Recovering a Deleted System Administrator User

Deleting a User

Managing User Groups

Understanding the User Groups Window

Adding a User Group

Adding Members to a User Group

Managing Ops Views for a User Group

Choosing an Ops View to which a User Group Belongs

Associating Ops Views with a User Group

Changing the Name of a User Group

Viewing Information about VTGs in Which a User Group is a Participant

Deleting a User Group


Performing Cisco IPICS Operator Tasks


The Cisco IPICS operator is responsible for setting up and managing Cisco IPICS users and user groups, granting users access to Cisco IPICS and to the IDC, and assigning user channels, roles, and operational views (ops views).

A user can participate in an active VTG and communicate with other VTG participants. A user group is a logical grouping of users. A user group can be added to a VTG, which provides a Cisco IPICS dispatcher with an efficient method of adding several users to a VTG one at a time.

You perform Cisco IPICS operator activities from the User Management drawer in the Cisco IPICS Administration Console. To access this drawer, log in to the Administration Console as described in the "Accessing the Administration Console" section, then choose the User Management drawer in the Server tab. You must be assigned the operator role to access the User Management drawer.


NoteSome of the explanations and procedures in this chapter refer to information that displays or to tasks that you can perform only if ops views is enabled. For more information about ops views, see Chapter 7 "Configuring and Managing Cisco IPICS Operational Views.".

Several procedures in this chapter describe how to view or update information for a user from the User Management drawer. Users can also perform many of these procedures for their personal information from the Home drawer. For more information, see Chapter 4 "Performing Cisco IPICS User Tasks."


The following sections describe the operator activities that you can perform from the Cisco IPICS Administration Console:

Managing Users

Managing User Groups

Managing Users

A Cisco IPICS user can perform the following activities:

Access the My Profile window in the Cisco IPICS Administration Console and perform the tasks that are available in that window

Access channels with which they are associated

Participate in VTGs to which they are assigned

Communicate through the IDC with associated dial-in users

Download the IDC installer

This section describes the following user management activities:

Understanding the Users Window

Adding a User

Managing User Information

Associating Resources with a User

Managing Ops Views for a User

Managing Prompts for a User

Viewing Information about VTGs in which a User is a Participant

Managing User Status

Understanding the Users Window

The Users window lists information about users that you have added in Cisco IPICS and provides the ability to perform several user management functions. The bottom area of this window displays a list of Cisco IPICS users and general information for each user. By default, this area displays all users, but you can choose to display only those users that match search criteria that you specify in the top area of the window.

To display the Users window, access the User Management drawer and click Users.

Table 3-1 describes the items in the Users window.

Table 3-1 Items in the Users Window 

Item
Description
Reference

Filters

User Name field

First Name field

Last Name field

Provides the ability to display only those users whose user name, first name, or last name begins with the character string that you enter (characters are not case-sensitive)

See the "Using Search Windows" section

Location drop-down list

Role drop-down list

Ops View drop-down list

Provides the ability to display only those users whose location, role, or associated ops view match the information that you choose

Go button (in Users area)

Displays users according to the filters that you choose

Clear Filter button

Removes filter selections and displays an empty list of users

User Information

User Name field

User name assigned to the user

See the "Adding a User" section

Last Name field

Last name of the user

See the "Managing General Information for a User" section

First Name field

First name of the user

Ops View field

Ops view to which the user belongs

See the "Managing Ops Views for a User" section

End Device Status field

Can display these icons:

—Audio of the IDC, Cisco Unified IP Phone, and dial-in phone of the user is disabled, so user cannot talk or listen in a channel or VTG

—Microphone of the IDC, Cisco Unified IP Phone, and dial-in phone of the user is disabled, so user cannot talk in a channel or VTG

See the "Changing User Status" section and the "Managing an End Device from the User Management Window" section

Status field

Indicates whether a user is enabled or disabled

See the "Changing User Status" section

Prompt

Indicates whether a spoken name prompt is recorded for the user

See the "Managing Prompts for a User" section

Password Expiration field

Indicates when the password of the user expires

See the "Managing Cisco IPICS Options" section

Account Status field

Shows if a user account is locked or available

See the "Locking or Unlocking a User Account" section

Add button

Provides the ability to add a new Cisco IPICS user

See the "Adding a User" section

Copy button

Provides the ability to copy information from an existing user when you add a new user

Delete button

Provides the ability to you delete a user

See the "Deleting a User" section

Change Status drop-down list

Provides the ability to enable or disable a user and lock or unlock a user account

See the "Changing User Status" section and the "Locking or Unlocking a User Account" section

End Device drop-down list

Provides the ability to perform several activities for the IDC, Cisco Unified IP Phone, and dial-in phone of a user

See the "Managing an End Device from the User Management Window" section

Associations button

Displays the Associations window for a user

See these sections:

Associating PTT Channels with a User

Associating Phones with a User

Associating Policies with a User

Viewing Information about VTGs in which a User is a Participant

Display Controls

Rows per page drop-down list

Specifies the number of rows of users that are included in a users list page

See the "Navigating Item Lists" section

Page field

Displays users on a specific page

|< (First page) button

Displays the first page of the users list

< (Previous page) button

Displays the previous page of the users list

> (Next page) button

Displays the next page of the users list

>| (Last page) button

Displays the last page of the users list


Adding a User

When you add a user to Cisco IPICS, you assign a user ID to that user and configure several other options for the user.

If you add a user who has the same channel assignments, roles, and other information as that of an existing user, you might find it convenient to start by copying the information of the existing user. When you copy such information, Cisco IPICS opens a New Users window and enters all information that is stored for the existing user, except the user ID, password, digit ID, and digit password (PIN).

Before you add a user, you must configure locations as described in the "Managing Locations" section.

To add a new user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 From the Users area in the Managing Users window, take either of the following actions:

To add a user starting with a blank New User window, click Add.

To add a user starting with a New User window that includes information based on an existing user, check the check box next to the existing user, and then click Copy.


Note The Copy button appears dimmed if you do not check an existing user or if you check more than one existing user.


The New User window displays. If you clicked Copy, this window includes information from the existing user, except for the user ID and password.

Step 3 In the New User window, take these actions:

a. In the User Name field, enter a unique identification name for this user.

The User ID can include alphanumeric characters, numbers, underscores (_), and periods (.).

A User ID is not case-sensitive. If a User ID contains alphabetic characters, a user can enter the characters in upper case or lower case when logging in to Cisco IPICS.

If you are using LDAP to authenticate against an AD server users who access Cisco IPICS, this User Name must be identical to the value that is configured for the user in these fields in the AD:

Display name in the General tab

User logon name in the Account tab

b. In the First Name field, enter the First name of the user.

Valid characters include: alphanumeric characters, space, hyphen (-), and apostrophe (').

c. In the Last Name field, enter Last name of the user.

Valid characters include: alphanumeric characters, space, hyphen (-), and apostrophe (').

d. In the Password and the Confirm Password fields, enter the password that the user enters when logging in to Cisco IPICS or the IDC. (The actual characters in the password are represented by asterisks (*)).

You specify requirements for passwords, including length and character requirements, in the Administration > Options window.

Valid characters include: alphanumeric characters and these special characters: @ [ \ ] ^ _ ` ! " # $ % & ' ( ) * + , - . / : ; { < | = } > ~ ?.

Passwords are case-sensitive. A user must enter a password exactly as it is configured.

e. (Optional) In the Description field, enter a description of, or notes that relate to, the user for your reference.

f. From the Belongs To drop-down list in the Ops Views area, choose the ops view to which the user group belongs.

Step 4 Perform the tasks that are described in Table 3-2, as needed.

You do not need to perform all of these tasks now. You can enter or update much of this information later.

Table 3-2 Tasks for Adding a Cisco IPICS User 

Task
Reference

In the Address tab, enter the physical address and the e-mail address for the user.

See the "Managing Address Information for a User" section.

In the General tab, assign one or more Cisco IPICS roles to the user.

See the "Managing Roles for a User" section.

In the General tab, choose the ops view to which this user belongs, and specify the ops views that can access this user.

See the "Managing Ops Views for a User" section.

In the Dial Login tab, enter login information, if the user will access Cisco IPICS from a Cisco Unified IP Phone.

See the "Managing Dial Login Information for a User" section.

In the IDC tab, designate how a user communicates through the IDC, choose whether IDC log files are on or off, and specify debug levels for IDC log files.

See the "Managing an End Device from the IDC Tab" section.

In the Communications tab, specify how a user is contacted when a Cisco IPICS policy engine (hereafter referred to as policy engine) notification action executes or when a Cisco IPICS dispatcher initiates a policy engine dial-out to the user.

See the "Managing Communications Preferences for a User" section.

Associate ops views with the user.

See the "Managing Ops Views for a User" section.


Step 5 Click Save to add the user.

If you do not want to add the user, click Cancel.


Managing User Information

Cisco IPICS provides the ability for the operator to manage a variety of user information, as described in the following sections:

Managing General Information for a User

Managing Address Information for a User

Managing Roles for a User

Managing Dial Login Information for a User

Managing an End Device for a User

Managing Communications Preferences for a User

Managing General Information for a User

General information for a user includes the name, Cisco IPICS login credentials, and default location of the user.

You can add, view, or update general information for any user. To do so, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 In the User Name column, click the link for the user whose information you want to view or update.

Step 3 Click the General Information tab and view or enter the information that is described in Table 3-3.

Table 3-3 General Information 

Field
Description

User Name

Display only. User name assigned when the user was created.

First Name

First name of the user.

Valid characters include: alphanumeric characters, space, hyphen (-), and apostrophe (').

Last Name

Last name of the user.

Valid characters include: alphanumeric characters, space, hyphen (-), and apostrophe (').

Password

Password that the user enters when logging in to Cisco IPICS or the IDC. (The actual characters in the password are represented by asterisks (*)).

You specify requirements for passwords, including length and character requirements, in the Administration > Options window.

Valid characters include: alphanumeric characters and these special characters: @ [ \ ] ^ _ ` ! " # $ % & ' ( ) * + , - . / : ; { < | = } > ~ ?.

Confirm Password

Confirmation of the entry in the password field.

Description

Description of, or notes that relate to, the user for your reference.

Password Expiration Date

Display only. Indicates when the password of the user expires.


Step 4 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Managing Address Information for a User

Address information for a user includes the physical address and e-mail address of the user.

You can add, view, or update address information for any user. To do so, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 In the User Name column, click the link for the user whose information you want to view or update.

Step 3 Click the Address Information tab and view or enter the information that is described in Table 3-4.

Table 3-4 Address Information 

Field
Description

Address

Street address of the user.

Valid characters include: alphanumeric characters, spaces, and these special characters: . , - ` # ( ) / :

Address (cont)

Additional street address information.

Valid characters include: alphanumeric characters, spaces, and these special characters include: . , - ` # ( ) / :

City

City of the user.

Valid characters include: alphanumeric characters, space, hyphen (-), and apostrophe (').

State/Province

State or province of the user.

Valid characters include: alphanumeric characters, space, hyphen (-), and apostrophe (').

Country

Country of the user.

Valid characters include: alphanumeric characters, space, and period (.).

Zip/Postal Code

Zip code or postal code of the user.

Valid characters include: alphanumeric characters, space, and period (.).

E-mail

E-mail address of the user.

Valid characters include: alphanumeric characters, underscore (_), period (.), and at sign (@).


Step 4 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Managing Roles for a User

Roles determine the Cisco IPICS features that a user can access and the functions that a user can perform. All users are assigned the user role by default. In addition, you can assign one or more of the following roles to a user:

Dispatcher—Responsible for setting up system policies and setting up inactive VTGs, activating VTGs to begin conferences, and adding or removing participants in inactive VTGs and active VTGs. Also monitors active VTGs, and creates and manages policies.

Operator—Responsible for setting up and managing users, granting access to Cisco IPICS and the IDC, and assigning user channels, roles and ops views.

Ops view administrator—Manages and monitors the activity logs that are filtered by ops views.

System administrator—Responsible for installing and setting up Cisco IPICS resources, such as servers, routers, multicast addresses, locations, and PTT channels. Also creates ops views, manages Cisco IPICS licenses and IDC versions, creates and manages policies, and monitors the status of the system and its users via the activity log files and dashboard.

All—Equivalent to assigning each of the above roles individually.

To add, view, or change roles for a user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Click the link in the User Name column for the user.

Step 3 Click the General Information tab.

Step 4 Choose the desired role from the drop-down list in the Roles area.

When you do so, a new Role field displays, which allows you to assign another role. Repeat this step to assign additional roles.

Step 5 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Managing Dial Login Information for a User

Dial login information consists of the login credentials that a user enters in the following situations:

When logging in to the Cisco IPICS service from a Cisco Unified IP Phone. This service allows a Cisco Unified IP Phone user to communicate on PTT channels and participate in channels and VTGs.

For related information, see "Setting Up and Using a Cisco Unified IP Phone as a Cisco IPICS Push-to-Talk Device."

When logging in to the policy engine telephony user interface (TUI) from a touch-tone telephone. The TUI allows a phone user to interact with the policy engine.

For related information, see the "Using the Policy Engine Telephony User Interface" section.

To add, view, or change dial login information for a user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Click the link in the User Name column for the user.

Step 3 Click the Dial Login tab view or update the information that is described in Table 3-5.

Table 3-5 Dial Login Information 

Field
Description

Digit ID

Numeric ID that the user enters when accessing the Cisco IPICS service from a Cisco Unified IP Phone or when accessing the TUI.

Valid characters include: numeric characters.

Digit Password (PIN)

Password that the user enters when accessing the Cisco IPICS service from a Cisco Unified IP Phone or PIN that the user enters when accessing the TUI. (The actual characters in the password are represented by asterisks (*))

You specify requirements for passwords, including length and character requirements, in the Administration > Options window.

Valid characters include: numeric characters.

Confirm Digit Password

Confirmation of the entry in the Digit Password (PIN) field.

Default Location

Location from which a phone connects to Cisco IPICS.

For additional information about locations, see the "Managing Locations" section.


Step 4 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Managing an End Device for a User

An end-device can be an IDC, a Cisco Unified IP Phone, or a dial-in phone. As a Cisco IPICS operator, managing an end device of a user involves the following activities:

Managing an End Device from the User Management Window—Provides the ability to mute or unmute an end device, disable or enable an end device, and obtain IDC log files

Managing an End Device from the IDC Tab—Provides the ability to obtain log files, turn log files on or off, set log levels, and designate whether a user can listen or speak in a VTG

Managing an End Device from the Associations Tab—Provides the ability to control a variety of options for each channel that is associated with a user

Managing an End Device from the User Management Window

From the User Management window, you can perform the following activities for the end device of a user. Not all end devices support all of these activities.

Mute or unmute the device

Disable or enable the device

Obtain a variety of log files for use in troubleshooting

You can perform these activities for a single user, or for several users at one time.

To manage the end device of a user or users from the User Management window, perform the following procedure.


Note The setting that you make by using this procedure do not affect the mobile client.


Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Check the check box next to each user whose end device you want to manage.

Step 3 From the End Device drop-down list at the bottom of the window, choose the desired option.

Table 3-6 describes these options.

Table 3-6 End Device Drop-Down List Options 

Option
Explanation
Notes

Set Listen Only

Disables the transmission of audio from the IDC or Cisco Unified IP Phone, which restricts a user to listening only.

Affects any IDC or Cisco Unified IP Phone that a user logs in to, and affects any phone from which the user dials in to the TUI.

You can also control whether a user can listen or talk from an end device as described in the "Managing an End Device from the IDC Tab" section and the "Managing an End Device from the Associations Tab" section.

Unset Listen Only

Enables the transmission of audio from the IDC or Cisco Unified IP Phone.

Disable Audio

Disables the microphone and speaker on the IDC or a Cisco Unified IP Phone that is logged in to the Cisco IPICS service, which prevents a user from listening and talking.

Affects any IDC or Cisco Unified IP Phone that a user logs in to. Does not affect a phone from which a user dials in to the TUI.

Enable Audio

Enables the microphone and speaker on the IDC or a Cisco Unified IP Phone that is logged in to the Cisco IPICS service, which allows a user to listen and talk.



Managing an End Device from the IDC Tab

From the User Management: Users > Username > IDC tab, you can perform the following activities for the end device of a user:

Designate how a user communicates in VTGs

Obtain IDC log files

Turn IDC log files on or off and set log levels

To manage the end device of a user from the User Management: Users > Username > IDC tab, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Click the link in the User Name column for the user.

Step 3 Click the IDC tab.

Step 4 To designate how a user communicates in VTGs, check the appropriate check boxes in the IDC Info area:

Disable Audio—Disables the microphone and speaker on the IDC. Does not affect a Cisco Unified IP Phone, a phone from which a user dials in to the TUI, or a mobile client.

Listen Only—Disables the transmission of audio from the IDC, Cisco Unified IP Phone, dial-in phone, which restricts a user to listening only. Does not affect a mobile client.

Allow Latch—User can use the latch feature on the IDC or Cisco Unified IP Phone.

Advanced IDC Permissions (Multi-select, Tones, DTMF, All Talk)—User can use the Multi-select, Alert Tones, Dual-Tone Multi-Frequency (DTMF), and All Talk features on the IDC.

Allow Complex Key Setting—User can configure keyboard hot keys (key assignments) for individual PTT buttons and for the All Talk button.

Allow Secure Channel Patch —User can patch a secure channel to any other secure or unsecure channel, or to any incident or VTG.

Patching a secure channel into an incident is considered secure and is allowed even if patching secure channels is disallowed.

Note The Allow Complex Key Setting and Allow Secure Channel Patch options will take effect only when they are globally allowed. For more information, see "Managing Cisco IPICS Options" section.

Step 5 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Managing an End Device from the Associations Tab

From the User Management: Users > Username > Associations tab, you can perform the following activities for the end device of a user:

Enable or disable the latch feature for the IDC or the Cisco Unified IP Phone

Enable or disable Listen Only for the IDC or the Cisco Unified IP Phone

Enable or disable Voice Activation Detection (VAD) for the IDC

You can perform these activities for any or all channels with which the user is associated.

To manage the IDC or mobile client of a user from the User Management: Users > Username > Associations tab, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Click the link in the User Name column for the user.

Step 3 Click the Associations button at the bottom of the window.

Step 4 Make sure that the Channels tab is selected.

This table displays the channels that are associated with this user. The status field shows whether the channel is enabled or disabled. The Associations Attributes fields display settings for various end device parameters.

Step 5 Check the check box next to each channel for which you want to change the end device status.

Step 6 From the Change End Device Status drop-down list, choose the desired option.

Table 3-7 describes these options.

Table 3-7 Change End Device Status Drop-Down List Options 

Option
Explanation

Allow Latch

Allows the user to use the latch feature on the IDC or Cisco Unified IP Phone.

Disallow Latch

Prevents the user from using the latch feature on the IDC or Cisco Unified IP Phone.

Set Listen Only

Disables the transmission of audio from the IDC, Cisco Unified IP Phone, or dial-in phone, which restricts a user to listening only.

Unset Listen Only

Enables the transmission of audio from the IDC, Cisco Unified IP Phone, or dial-in phone.

Enable Audio

Enables the microphone and speaker on the IDC or a Cisco Unified IP Phone that is logged in to the Cisco IPICS service, which allows a user to listen and talk.

Does not affect a phone from which a user dials in to the TUI.

Disable Audio

Disables the microphone and speaker on the IDC or Cisco Unified IP Phone that is logged in to the Cisco IPICS service, which prevents a user from listening and talking.

Does not affect a phone from which a user dials in to the TUI.



Note The options that you choose are applied immediately. You do not need to click Save to save changes, and clicking Cancel does not cancel changes.



Managing Communications Preferences for a User

Communications preferences specify how the policy engine contacts a user when a policy with which the user is associated executes or when a Cisco IPICS dispatcher initiates a policy engine dial-out call to the user. For more information about the policy engine and messages that users receive when they are contacted, see Chapter 6 "Using the Cisco IPICS Policy Engine" and Chapter 8 "Configuring and Managing the Cisco IPICS Policy Engine."


Note Users can update their own preferences in their user profiles. For more information, see the "Managing Communications Preferences" section.


When you specify communication preferences, you can provide the following information:

Notification Preferences—Specifies how Cisco IPICS contacts a user when a user-associated policy executes. Also used by Cisco IPICS when a dispatcher initiates a notification or dial out to invite you to join an active VTG. Can be any combination of one or more e-mail, Short Message Service (SMS), or pager addresses.

Radio Preferences—Specifies one or more connect numbers for radios that are used by the IPICS Connect feature.

IDC Dialer Preference—These fields specify information that is required by Cisco Unified Communications Manager and Cisco Unified Communications Manager Express for the IDC dialer feature.

Dial Preferences—One or more telephone numbers at which Cisco IPICS contacts a user when a user-associated policy executes. Also used by Cisco IPICS when a dispatcher initiates a dial out to invite you to join an active VTG.

This section includes these topics:

Viewing, Adding, Editing, or Deleting Communications Preferences

Changing the Order of Dial Preferences

Changing the Order of Radio Preferences

Viewing, Adding, Editing, or Deleting Communications Preferences

When a policy with which a user is associated executes, the policy engine handles communications preferences for the user as follows:

Notification Preferences—Policy engine contacts each e-mail, Short Message Service (SMS), or pager address that is specified

Dial Preferences—If the policy engine is configured to dial, it calls each number in sequence until it reaches a user who enters a valid ID and PIN to confirm receipt of the call

To view, add, edit, or delete notification preferences and dial preferences for a user perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Click the link in the User Name column for the user.

Step 3 Click the Communications tab.

This tab displays the following information:

Notification Preferences

Type—Method by which the user is notified. Can be Email (specifies that notification is sent to an e-mail address); Pager (specifies that notification is sent to a pager through an e-mail gateway); or SMS (specifies that notification is sent to an SMS through an e-mail gateway)

Number/Address (under Notification Preferences)—E-mail address for the corresponding notification type

Radio Preferences:

Type—Type of radio that a user is using

Value— IPICS connect number for the radio

IDC Dialer Preference (used for the IDC dialer feature):

IDC Dialer Phone Number—Unique number that the IDC requires to register with Cisco Unified Communications Manager (CUCM) or Cisco Unified Communications Manager Express (CME) when the user logs in. Displays on an end device when the IDC places a call to a device that is configured to display caller ID. This parameter must also be configured in CUCM or CME.

End User Name—CUCM or CME end user name that is configured for the user.

End User Password—CUCM or CME end user password that is configured for the user.

Confirm End User Password—Confirmation of the password in the End User Password field.

Maximum Concurrent Calls—Maximum number calls that can be active at one time from the IDC of a user. The default value is 2.

This setting and the Maximum Number of Calls setting that is configured for Third-party SIP Device (Advanced) phones in the Directory Number Configuration page in Cisco Unified Communications Manager Administration must have the same value.

Dial Preferences:

Type—Description of the location to be dialed, such as Business, Car, or Home

Dial Number—Telephone number of the corresponding location type

Step 4 To add, edit, or delete notification preferences, take the appropriate actions in the Notification Preferences area:

To add a notification preference:

a. Click Add.

b. From the drop-down list, choose a method by which the user receives notifications (e-mail, pager, or SMS).

c. In the field next to the drop-down list, enter the e-mail address for the corresponding notification method.

For the SMS and Pager methods, the e-mail address is for a gateway through which the message will be sent to the device.

d. Click Done.

e. Repeat these steps as needed to add more notification preferences.

To edit a notification preference:

a. Check the check box next to the notification preference that you want to edit.

b. Click Edit.

c. From the drop-down list, choose a method by which the user receives notifications.

d. In the field next to the drop-down list, enter the enter the e-mail address for the corresponding notification method.

e. Click Update.

To delete a notification preference:

a. Check the check box next to the notification preference or preferences that you want to delete.

b. Click Delete.

Step 5 To add, edit, or delete radio preferences, take the appropriate actions in the Radio Preferences area:

To add a radio preference, follow these steps:

a. Click Add.

b. From the drop-down list, choose the type of radio that you are configuring the IPICS Connect number for.

c. In the field next to the drop-down list, enter the IPICS Connect number for the radio.


Note If you choose an ISSI gateway as the radio type, you must enter a 6-digit hexadecimal value for the P25 subscriber unit ID instead of an IPICS Connect number for the radio. This assigns the IPICS user an P25 subscriber unit ID, and associates the P25 subscriber unit ID to the ISSI gateway where this user needs to be homed.


d. Click Done.

e. Repeat these steps as needed to add more dial preferences.

To edit a radio preference, follow these steps:

a. Check the check box next to the radio preference that you want to edit.

You can use the up arrow and down arrow to move a check to an adjacent check box.

b. Click Edit.

c. From the drop-down list, choose the type of radio for which you are configuring the IPICS Connect number.

d. In the field next to the drop-down list, enter the IPICS Connect number for the radio.

e. Click Update.

To delete a radio preference, follow these steps:

a. Check the check box next to the radio preference or preferences that you want to delete.

You can use the up arrow and down arrow buttons to move a check to an adjacent check box.

b. Click Delete.

Step 6 To add or edit IDC dialer preferences, take the appropriate actions in the IDC Dialer Preference area:

a. In the IDC Dialer Phone Number field, enter a unique number that the IDC requires to register with CUCM or CME when the user logs in. Displays on an end device when the IDC places a call to a device that is configured to display caller ID. This parameter must also be configured in CUCM or CME.

b. In the End User Name field, enter the CUCM or CME end user name that is configured for the user.

c. In the End User Password field, enter the CUCM or CME end user password that is configured for the user

d. In the Confirm End User Password field, re-enter the password that you entered in the End User Password field.

Step 7 To add, edit, or delete dial preferences, take the appropriate actions in the Dial Preferences area:

To add a dial preference:

a. Click Add.

b. From the drop-down list, choose a description for the dial preference.

c. In the field next to the drop-down list, enter the telephone number for the corresponding dial preference.

The first character must be a digit or a plus sign (+).

This character can be followed by zero or more of these characters: digits, upper case or lower case letters, space, : . , - ( ) # *.

One or more digits must be included next.

The number may end with a digit or with one or more pound signs (#) or asterisks (*).

d. Click Done.

e. Repeat these steps as needed to add more dial preferences.

To edit a dial preference:

a. Check the check box next to the notification preference that you want to edit.

You can use the Up Arrow and Down Arrow buttons to move a check to an adjacent check box.

b. Click Edit.

c. From the drop-down list, choose a description for the dial preference.

d. In the field next to the drop-down list, enter the enter the telephone number for the corresponding dial preference.

This field can contain numerals, dashes (-), and spaces. If the telephone number includes an extension, precede the extension with an uppercase or lowercase X.

e. Click Update.

To delete a dial preference:

a. Check the check box next to the dial preference or preferences that you want to delete.

You can use the Up Arrow and Down Arrow buttons to move a check to an adjacent check box.

b. Click Delete.

Step 8 Check the Dial after sending notifications check box if you want the policy engine to attempt to call a user on the numbers in the Dial Preference list when a policy with which the user is associated executes.

If you check this check box, the policy engine attempts to call the user even if you do not specify a notification preference.

Step 9 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Changing the Order of Dial Preferences

If you check the Dial after sending notifications when you configure communications preferences, the policy engine attempts to call a user on the numbers in the Dial Preference list when a policy with which the user is associated executes. The policy engine calls each number on the list in sequence until it reaches a user who enters a valid ID and PIN to confirm receipt of the call.

To change the order of numbers to call in the dial preferences list, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Click the link in the User Name column for the user.

Step 3 Click the Communications tab.

Step 4 Check the check box next to the dial preference type that you want to move to a different position in the list.

Step 5 Click the Up Arrow button to move the dial preference up in the list or click the Down Arrow button to move it down in the list.

Step 6 Repeat Step 4 and Step 5 as needed to move other dial preferences.

Step 7 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Changing the Order of Radio Preferences

You can specify the order of the radios in your radio preferences. This function is reserved for future use.

To specify the order of the radio preferences, perform the following procedure:

Procedure


Step 1 Access the Home drawer in the Cisco IPICS Administration Console and click My Profile.

Step 2 Click the Communications tab.

Step 3 Check the check box next to the radio preference type that you want to move to a different position in the list.

Step 4 Click the up arrow button to move the radio preference up in the list, or click the down arrow button to move it down in the list.

Step 5 Repeat Step 3 and Step 4 as needed to move other radio preferences.

Step 6 Click Save to save your changes.


Associating Resources with a User

When you associate a Cisco IPICS resource with a user, you provide the user with access to various features and functions that relate to the resource. You can perform the following association activities:

Associating PTT Channels with a User

Associating Phones with a User

Associating Policies with a User

Associating Radios with a User

Associating PTT Channels with a User

Associating PTT channels with a user has the following effects:

Causes the channels to appear as channels on the IDC of the user

Causes the channels to appear on a Cisco Unified IP Phone when the user accesses the Cisco IPICS phone service

Causes the channels to be available to the user through the policy engine telephony user interface

You can also associate PTT channels with a user in the Channels window. For more information, see the "Associating Users to PTT Channels" section.

To associate PTT channels with a user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions to display the Associations window for the user with whom you want to associate channels:

Click the link for the user in the User Name column; then, click the Associations button, which appears at the bottom of each tab.

Check the check box to the left of the User Name; then, click the Associations button at the bottom of the Users window


Note The Associations button is dimmed if you do not check a user or if you check more than one user.


Step 3 In the Associations window, make sure that the Channels tab is selected.

This tab shows a list of the channels that are associated with the user, the status of each channel, and information about attributes for devices that use the channel.

Step 4 Click Add.

The Search Results window appears.

Step 5 In the Search Results window, locate one or more channels with which to associate with this user by optionally specifying search criteria and then clicking Go.

For instructions about using the search results window, see the "Using Search Windows" section.

Step 6 In the Search Results window, check the check box next to each channel that you want to associate with this user and then click OK.

The channels that you choose appear in the list of associated channels.

If you want to remove any channel from this list, click the check box next to the channel, click Delete, and then click OK in the confirmation dialog box that appears.


Associating Phones with a User

When you associate phones (direct dial numbers) with a user, the user can communicate directly with those phones by using the policy engine direct dial feature.

Before You Begin

Configure one or more direct dial numbers for the phones that you want to associate with a user. For information about configuring direct dial numbers, see the "Managing Direct Dial Numbers" section.

To associate phones with a user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions to display the Associations window for the user with whom you want to associate phones:

Click the link for the user in the User Name column; then, click the Associations button, which appears at the bottom of each tab.

Check the check box to the left of the User Name; then, click the Associations button at the bottom of the Users window


Note The Associations button is dimmed if you do not check a user or if you check more than one user.


Step 3 In the Associations window, click the Phones tab.

This tab shows the dial destination and label of each phone that is associated with this user.

Step 4 Click Edit.

The Phone Associations window displays. This window shows the following information:

Available Phones—Direct dial numbers that can be associated with this user

Associated Phones—Phones that are associated with the user or that will be associated with the user after you click Save

Step 5 Take any of these actions:

To move a phone from one list to the other, click the phone to highlight it and then click > or <. Or, double-click the phone.

To move several phones from one list to the other at one time, press Shift+click or press Ctrl+click to select the phones and then click > or <.

To move all phones from one list to the other at one time, click >> or <<.

Step 6 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Associating Policies with a User

When you associate policies with a user, the user can perform the following activities:

Activate the policy from the Policies window, as described in the "Activating a Policy Manually" section.

Activate the policy by calling the policy engine. For related information, see the "Using the Policy Engine Telephony User Interface" section.

Use the 1 through 9 keys on a telephone as hot keys to quickly activate a policy that is associated with the corresponding key.

To associate policies with a user, perform the following procedure.


Note You can also associate policies with a user as described in the "Associating Users with a Policy" section.


Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions to display the Associations window for the user with whom you want to associate policies:

Click the link for the user in the User Name column; then, click the Associations button, which appears at the bottom of each tab.

Check the check box to the left of the User Name; then, click the Associations button at the bottom of the Users window


Note The Associations button is dimmed if you do not check a user or if you check more than one user.


Step 3 In the Associations window, click the Policies tab.

This tab shows the name and type of each policy that is associated with the user.

Step 4 Click Edit.

The Policy Associations window displays. This window shows the following information:

Available Policies list—Policies that can be associated with this user

Associated Policies list—Policies that are associated with the user or that will be associated with the user after you click Save

Step 5 Take any of these actions:

To move a policy from the one list to the other, click the policy to highlight it and then click > or <. Or, double-click the policy.

To move several policies from one list to the other at one time, press Shift+click or press Ctrl+click to select the policies and then click > or <.

To move all policies from one list to the other at one time, click >> or <<.

Step 6 Click Save to save your changes.

If you do not want to save your changes, click Cancel.

A user can access any of the first nine policies in the list by pressing the corresponding key on a touch tone telephone. The first policy corresponds to the 1 key on a telephone, and the ninth policy corresponds to the 9 key on a telephone.

To change the position of a policy, check the check box next to it, then click the up arrow button or the down arrow button to move it up or down in the list.


Associating Radios with a User

Associating radios with a user causes the radios that you choose to appear as options on the IDC for the user. In addition, you can choose whether channel selectors and controls are accessible for each radio that is assigned to the user.

You must have Cisco IPICS administrator privileges to associate radios with users and to configure channel selector and control privileges.

For information about configuring radios that you can associate with users, see Chapter 9 "Managing Radios and Radio Descriptors."


Note You can also associate radios with a user from the Radios window. For information, see the "Associating a User to a Radio From the Radios Window" section.


Designating Radios to Associate with a User

To associate radios channels with a user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions to display the Associations window for the user with whom you want to associate channels:

Click the link for the user in the User Name column; then, click the Associations button, which appears at the bottom of each tab.

Check the check box to the left of the User Name; then, click the Associations button at the bottom of the Users window


Note The Associations button is dimmed if you do not check a user or if you check more than one user.


Step 3 In the Associations window, click the Radios tab.

This tab shows a list of the radios that are associated with the user and provides information about each radio.

Step 4 Click Add.

The Search Results window appears.

Step 5 In the Search Results window, locate one or more radios with which to associate with this user by optionally specifying search criteria and then clicking Go.

For instructions about using the search results window, see the "Using Search Windows" section.

Step 6 In the Search Results window, check the check box next to each radio that you want to associate with this user and then click OK.

The radios that you choose appear in the list of associated radios.

If you want to remove any radio from this list, click the check box next to the radio, click Delete, and then click OK in the confirmation dialog box that appears.


Designating Radio Permissions

A Cisco IPICS administrator can designate the following permissions for each radio that is associated with a user. The permissions apply only to the radio that you are configuring.

Channel Selector Permissions—Enables the user to tune to the channels that you specify on the radio that you are configuring.

Control Function Permissions—Enables the user to use the controls that you specify on the radio that you are configuring.

If you do not designate any channel selectors or controls, the user can listen to channels on the radio, but cannot change (retune) channels or control any radio functions.

To designate permissions for a radio that is associated with a user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions to display the Associations window for the user with whom you want to associate channels:

Click the link for the user in the User Name column; then, click the Associations button, which appears at the bottom of each tab.

Check the check box to the left of the User Name; then, click the Associations button at the bottom of the Users window


Note The Associations button is dimmed if you do not check a user or if you check more than one user.


Step 3 In the Associations window, click the Radios tab.

Step 4 Check the check box next to the radio for which you want to designate permissions.

Step 5 To designate the channels that a user can select from the radio, take these actions:

a. From the Radio Permissions drop-down list, choose Channel Selector Permissions.

The User Radio Permissions window displays. This window shows the following information:

Available Channel Selectors list—Channels that are configured for the radio

Permitted Channel Selectors list—Channels on which the user can communicate, or on which the user will be able to communicate after you click Save

b. Take any of these actions:

To move a channel from the one list to the other, click the channel to highlight it and then click > or <. Or, double-click the channel.

To move several channels from one list to the other at one time, press Shift+click or press Ctrl+click to select the channels and then click > or <.

To move all channels from one list to the other at one time, click >> or <<.

c. Click Save to save your changes.

If you do not want to save your changes, click Cancel.

Step 6 To designate the controls that a user can access on the radio, take these actions:

a. From the Radio Permissions drop-down list, choose Control Function Permissions.

The User Radio Permissions window displays. This window shows the following information:

Available Control Functions list—Controls that are available on the radio

Permitted Control Functions list—Controls that the user can use, or that the user will be able to use after you click Save

b. Take any of these actions:

To move a control function from the one list to the other, click the channel to highlight it and then click > or <. Or, double-click the control function.

To move several control functions from one list to the other at one time, press Shift+click or press Ctrl+click to select the control functions and then click > or <.

To move all control functions from one list to the other at one time, click >> or <<.

c. Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Managing Ops Views for a User

Managing ops views for a user involves these activities:

Choosing an Ops View to Which a User Belongs

Associating Ops Views with a User

Choosing an Ops View to Which a User Belongs

A user can belong to only one ops view. To specify this ops view, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 In the User Name column, click the link for the user with which you want to associate an ops view.

Step 3 Choose the General tab.

Step 4 Choose the ops view to which the user group belongs from the Belongs To drop-down list in the Ops Views area.

Step 5 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Associating Ops Views with a User

You can specify one or more ops views that can access a particular user.

To see the ops views that can access a user, from the User Management drawer in the Cisco IPICS Administration Console, click Users; then, choose the General tab, and look at the Accessible To list in the Ops Views area.

To specify the ops views that can access a particular user, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions to associate ops views with a user:

Click the link for the user in the User Name column; then, click the General tab, and then click Edit in the Ops View area.

Check the check box to the left of the User Name of the user; then, choose Ops Views from the Associate drop-down list at the bottom right of the Users window.


Note The Associations button is dimmed if you do not check a user or if you check more than one user.


The Ops View to User Association window displays. This window shows the following information:

Available Ops Views—Ops views that have been configured in Cisco IPICS and that can be associated with the user

Associated Ops Views—Ops views that are associated with the user or that will be associated with the user after you click Save

Step 3 Take any of these actions:

To move an ops view from the one list to the other, click the ops view to highlight it and then click > or <. Or, double-click the ops view.

To move several ops views from one list to the other at one time, press Shift+click or press Ctrl+click to select the ops views and then click > or <.

To move all ops views from one list to the other at one time, click >> or <<.

Step 4 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Managing Prompts for a User

If you are using the policy engine, a user can have an associated spoken name prompt. This prompt plays for a user when the user logs in to the Cisco IPICS telephony user interface.

The prompt field in the Users window indicates whether a spoken name prompt is recorded. You can record and manage the spoken name prompt for a user by clicking the Not Recorded or the Recorded link for the user in the prompt column.

When you click a link in the Prompt column, the Spoken Names window displays. If you clicked Not Recorded, the system provides the ability to record the prompt for the first time. If you clicked Recorded, the system provides the ability to rerecord the prompt. For instructions about how to record or rerecord a prompt, see the "Recording a Spoken Name Prompt" section.

Viewing Information about VTGs in which a User is a Participant

You can view a list of VTGs in which a user is a participant, and you can view the status of those VTGs. A user becomes a participant of a VTG in the following ways:

A Cisco IPICS dispatcher adds the user to a VTG

A Cisco IPICS dispatcher adds a user group that includes the user to the VTG

For related information, see Chapter 5 "Performing Cisco IPICS Dispatcher Tasks."

To view a list of VTGs in which a user is a participant, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions to display the Associations window for the user for whom you want to view associated VTGs:

Click the link for the user in the User Name column; then, click the Associations button, which appears at the bottom of each tab.

Check the check box to the left of the User Name; then, click the Associations button at the bottom of the Users window


Note The Associations button is dimmed if you do not check a user or if you check more than one user.


Step 3 In the Associations window, click the Virtual Talk Groups tab.

This tab shows the VTGs that are associated with the user and the status of each VTG.


Managing User Status

Managing the status of a user can involve specifying whether a user can access Cisco IPICS or removing a user from the system. For detailed information about managing user status, see the following sections:

Changing User Status

Locking or Unlocking a User Account

Recovering a Deleted System Administrator User

Deleting a User

Changing User Status

A user can have either of these statuses:

Enabled—User can log in to Cisco IPICS from an end device (IDC, Cisco Unified IP Phone, dial-in phone, and mobile client).

Disabled—User cannot log in to Cisco IPICS from any end device (IDC, Cisco Unified IP Phone, dial-in phone, and mobile client).

If you disable a user who is currently logged in to Cisco IPICS, that login session is terminated automatically.

You can change the status of a single user or you can change the status of several users at one time.

To determine the current status of a user, access the User Management drawer, click Users, and look at the information in the Status column for the user.

To change the status of a user or users, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions:

Click the link for the user in the User Name column to display the User Management window for the user, and click Enable or Disable.

The Enable or Disable button appears at the bottom left of the user management window. The name of the button depends on the current status of the user.

Check the check box next to each user whose status you want to change; then, choose the desired action (Enable Users or Disable Users) from the Change Status drop-down list.


Locking or Unlocking a User Account

A user whose account is locked cannot log in to the Cisco IPICS system. Existing logins continue to work until the user logs out of the system.

A user account can be locked in the following ways:

By the user exceeding the designated number of invalid login attempts when the Cisco IPICS administrator has configured user lockout. For more information, see Chapter 2 "Performing Cisco IPICS System Administrator Tasks.".

When a Cisco IPICS operator locks the user account as described in this section.

A Cisco IPICS operator must unlock a locked user account before the user can log in to Cisco IPICS.


Note Only the operator or All roles can unlock a user account as described in this section. If there is no user with these roles available to access Cisco IPICS (because, for example, they are locked themselves), you can use the enableuser command to unlock a user account. For assistance, contact Cisco.


To lock or unlock a user account, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Take either of the following actions:

Click the link for the user in the User Name column to display the User Management window for the user, and click Lock or Unlock.

The Lock or Unlock button appears at the bottom of the user management window. The name of the button depends on the current status of the user account.

Check the check box next to each user whose status you want to change; then, choose the desired action (Lock Account or Unlock Account) from the Change Status drop-down list.


Recovering a Deleted System Administrator User

You can recover a deleted system administrator user ID by logging in as an operator and creating a new system administrator user ID.


Note You must have operator privileges to recover a deleted system administrator user ID.


To recover the system administrator role, perform the following procedure:

Procedure


Step 1 Log in to the server by using the operator user name and password.

Step 2 From the User Management drawer in the Administration Console, click Users.

Step 3 Click Add.

Step 4 In the required fields, which are indicated by an asterisk, enter the user information.

Step 5 From the Roles drop-down list, choose System Administrator or All for the user role.

The new user appears in the SYSTEM ops view and can perform administrative tasks.


For more detailed information about adding a new user, see the "Adding a User" section.

Deleting a User

If a user is no longer needed, you can delete it from Cisco IPICS. You can delete a single user or you can delete several users at one time.

If you delete a user who is logged in to Cisco IPCS or who has active connections to Cisco IPICS (for example, a user who is associated with an active VTG), Cisco IPICS disables the user and then removes the user.

To delete a user or users, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click Users.

Step 2 Check the check box next to each user that you want to delete.

Step 3 Click Delete.

A dialog box prompts you to confirm the deletion.

Step 4 To confirm the deletion, click OK.

If you do not want to delete the user or users, click Cancel.


Managing User Groups

A user group is a logical grouping of users. When a Cisco IPICS dispatcher adds a user group to a VTG, all users in that group become participants in the VTG.

This section describes the following user group management activities:

Understanding the User Groups Window

Adding a User Group

Adding Members to a User Group

Managing Ops Views for a User Group

Changing the Name of a User Group

Viewing Information about VTGs in Which a User Group is a Participant

Deleting a User Group

Understanding the User Groups Window

The User Groups window lists information about each of the user groups that you have added in Cisco IPICS. It also provides the ability to perform several user group management functions.

To display the User Groups window, access the User Management drawer and click User Groups.

Table 3-8 describes items in the User Groups window.

Table 3-8 Items in the User Groups Window

Items
Description
Reference

Filters

Name field

Provides the ability to display only those users whose user name, first name, or last name begins with the character string that you enter (characters are not case-sensitive)

See the "Using Search Windows" section

Ops View drop-down list

Provides the ability to display only those users who are associated with ops views that match the information that you choose

Go button (in Users area)

Displays users according to the filters that you choose

Clear Filter button

Removes filter selections and displays an empty list of users

User Group Information

User Group Name field

Name assigned to the user group

See the "Adding a User Group" section

Ops View field

Ops view to which the user group belongs

See the "Managing Ops Views for a User Group" section

Add button

Provides the ability to add a new user group

See the "Adding a User Group" section

Copy button

Provides the ability to copy information from an existing user group when you add a new user group

Delete button

Provides the ability to delete a user group

See the "Deleting a User Group" section

Associations button

Displays the Associations window for a user group

See the "Viewing Information about VTGs in Which a User Group is a Participant" section

Display Controls

Rows per page drop-down list

Specifies how many rows of users are included in a users list page

See the "Navigating Item Lists" section

Page field

Displays users on a specific page

|< (First page) button

Displays the first page of the users list

< (Previous page) button

Displays the previous page of the users list

> (Next page) button

Displays the next page of the users list

>| (Last page) button

Displays the last page of the users list


Adding a User Group

Adding a user group makes it available to Cisco IPICS.

If you add a user group that belongs to the same ops view or that has the same members as an existing user group, you may find it convenient to start by copying the information of the existing user group. When you copy such information, Cisco IPICS opens a New User Group area, and enters information that is stored for the existing user group, except the user group name.

You may find it useful to create and name user groups according to location (for example, South Side users) or function (for example, Translators).

To add a new user group, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click User Groups.

Step 2 In the Manage Users: User Groups area, take either of the following actions:

To add a user starting with a blank New User window, click Add.

To add a user group starting with a New User window that includes information based on an existing user group, check the check box next to the existing user group and then click Copy.


Note The Copy button appears dimmed if you do not check an existing user group or if you check more than one existing user groups.


The New User Group area displays. If you clicked Copy, this window includes information from the existing user group, except for the user group name.

Step 3 In the User Group Name field, enter a unique name for this user group.

The name can include alphanumeric characters, spaces, and any of these special characters: . , - ` # ( ) / : _.

In the Description field, enter a description for the user group.

Step 4 From the Ops View drop-down list, choose the ops view to which this user group belongs.

Step 5 Perform the tasks that are described in Table 3-9, as needed.

You do not need to perform all of these tasks now. You can enter or update any of this information later.

Table 3-9 Tasks for Adding a Cisco IPICS User 

Task
Reference

In the General tab, specify the ops views that can access this user group

See the "Managing Ops Views for a User Group" section

After you save the user group, in the Members tab, specify users that are members of this user group

See the "Adding Members to a User Group" section.


Step 6 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Adding Members to a User Group

A user who you add to a user group becomes a member of that user group. A user group can have an unlimited number of members, and a user can be a member of an unlimited number of user groups.

To add members to a user group, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click User Groups.

Step 2 In the User Group Name column, click the link for the user group to which you want to add members.

Step 3 Choose the Members tab.

This tab displays the following information for each member of this user group:

User Name—User name assigned to the user

Last Name—Last name of the user

First Name—First name of the user

End Device Status—Can display these icons:

—Audio of the IDC, Cisco Unified IP Phone, dial-in phone, and mobile client of the user is disabled, so user cannot talk or listen in a channel or VTG

—Microphone of the IDC, Cisco Unified IP Phone, dial-in phone, and mobile client of the user is disabled, so user cannot talk in a channel or VTG

Status—Indicates whether a user is enabled or disabled

Account Status—Shows if a user account is locked or available

Moving a user from the Group Members list to the Available Users list removes that user from the user group.

The Search Results window appears.

Step 4 In the Search Results window, locate one or more users to add to this user group by optionally specifying filter criteria and then clicking Go.

For instructions about using the search results window, see the "Using Search Windows" section.

Step 5 In the Search Results window, check the check box next to each user that you want to add to this user group and then click OK.

The users that you choose appear in the list of members.

If you want to remove any user from this list, click the check box next to the user, click Delete, and then click OK in the confirmation dialog box that appears.


Managing Ops Views for a User Group

Managing ops views for a user group involves these activities:

Choosing an Ops View to which a User Group Belongs

Associating Ops Views with a User Group

Choosing an Ops View to which a User Group Belongs

A user group can belong to one ops view. To specify this ops view, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click User Groups.

Step 2 In the User Group Name column, click the link for the user group with which you want to associate an ops view.

Step 3 Choose the General tab.

Step 4 Choose the ops view to which the user group belongs from the Belongs To drop-down list in the Ops Views area.

Step 5 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Associating Ops Views with a User Group

You can specify one or more ops views that can access a particular user group.

To see the ops views that can access a user group, from the User Management drawer in the Cisco IPICS Administration Console, click User Groups, click the link for the user group, and look at the Accessible To list in the Ops Views area.

To choose the ops views that can access a particular user group, perform this procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click User Groups.

Step 2 Take either of the following actions to associate ops views with a user group:

In the User Group Name column, click the link for the user group, click the General tab; then, click Edit in the Ops View area.

Check the check box to the left of the User Group Name of the user group; then, click Associate Ops Views at the bottom right of the User Groups window.


Note The Associate Ops Views button appears dimmed if you do not check a user group or if you check more than one user group.


The Ops View to User Association window displays. This window shows the following information:

Available Ops Views—Ops views that have been configured in Cisco IPICS and that can be associated with the user group

Associated Channels list—Ops views that are associated with the user group or that will be associated with the user group after you click Save

Step 3 Take any of these actions:

To move an ops view from the one list to the other, click the ops view to highlight it and then click > or <. Or, double-click the ops view.

To move several ops views from one list to the other at one time, press Shift+click or press Ctrl+click to select the ops views and then click > or <.

To move all ops views from one list to the other at one time, click >> or <<.

Step 4 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Changing the Name of a User Group

You can change the name of a user group at any time. To do so, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click User Groups.

Step 2 In the User Group Name column, click the link for the user group whose name you want to change.

Step 3 Choose the General tab.

Step 4 In the User Group Name field, enter a new name for this user group.

The name can include alphanumeric characters, spaces, and any of these special characters: . , - ` # ( ) / : _.

Step 5 Click Save to save your changes.

If you do not want to save your changes, click Cancel.


Viewing Information about VTGs in Which a User Group is a Participant

You can view a list of VTGs in which a user group is a participant, and you can view the status each VTG. A user group becomes a participant in a VTG when a Cisco IPICS dispatcher adds the user group to a VTG.

For related information, see Chapter 5 "Performing Cisco IPICS Dispatcher Tasks."

To view a list of VTGs in which a user group is a participant, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click User Groups.

Step 2 Take either of the following actions:

In the User Group Name column, click the link for the user group; then, click Associations at the bottom of the Users window.

Check the check box to the left of the User Group Name of the user group; then, click Associations at the bottom of the User Groups window.

The following information displays for each VTG in which the user is participating:

VTG Name—Name of the VTG

Status—Whether the VTG is active or inactive


Deleting a User Group

You can delete a user group when you no longer need it to organize users. You can delete a single user group or you can delete several user groups at one time.

To delete a user group, perform the following procedure:

Procedure


Step 1 From the User Management drawer in the Cisco IPICS Administration Console, click User Groups.

Step 2 Check the check box next to each user group that you want to delete.

Step 3 Click Delete.

A dialog box prompts you to confirm the deletion.

Step 4 To confirm the deletion, click OK.

If you do not want to delete the user group or groups, click Cancel.