Cisco Prime Collaboration Provisioning Guide, 9.0
Managing Self-Care Portal
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Managing Self-Care Portal

Table Of Contents

Managing Self-Care Portal

Creating a Self-Care Account

Managing Password for Self-Care Account

Enabling or Disabling Self-Care Using Batch Provisioning

Launching Self-Care

Customizing Your Personal Settings

Self-Care User Migration Script


Managing Self-Care Portal


Prime Collaboration provides a telephone Self-Care portal, which allows you to control preference settings such as user name, password and so on. You can update your own account and services by using the Self-Care portal. The Self-Care feature enables you to modify line settings, manage services, and configure phone options.

If Self-Care is enabled, a subscriber can order services for himself; thus a subscriber can also be a user.

Creating a Self-Care Account

You can create a Self-Care account in the standalone Prime Collaboration Provisioning application, or converged application.

You can choose to enable or disable Self-Care for each subscriber you create. Self-Care is enabled by default while creating subscribers.


NoteTo assign Self-Care roles, you must enable the CreateSelfCareAccounts rule while creating a new domain. The CreateSelfCareAccounts rule is disabled by default.

You can also assign Self-Care roles in an already existing domain by running the Self-Care Migration Utility. This will enable Self-Care role for already existing users. See Self-Care User Migration Script for details.

The SelfCareUser check box is available only if the CreateSelfCareAccounts rule is enabled.

After creating users, the users can login to Self-Care only after the globaladmin or domain-admin changes their account password. See Managing Password for Self-Care Account. By default, the user password is empty. You must specify a default password in the DefaultCUPMPassword Data field and set Enabled to true to set the default password.


To create a Self-Care account for a subscriber:


Step 1 Choose Deploy > Subscriber Management > Add Subscribers.

Step 2 Check the SelfCareUser check box. Enter the necessary subscriber information.

Step 3 Click Create.


To create a Self-Care account for a user:


Step 1 After creating your account (using Administration > User Management), choose Deploy > Subscriber Management > Add Subscribers.

Step 2 In the Manage Subscriber page, search for the user.

Step 3 Check the SelfCareUser check box. Enter the necessary subscriber information.

Step 4 Click Update.



Note In the standalone Prime Collaboration Provisioning application, you can enable or disable Self-Care check box while creating both Subscribers (choose Deploy > Subscriber Management > Add Subscribers) and users (choose Administration > User Management). The Self-Care check box is enabled by default. For more information see, Creating Subscribers.


Managing Password for Self-Care Account

After creating Self-Care account for users and subscribers, you can use the password management page to manage passwords.

To manage passwords:


Step 1 Choose Deploy > Subscriber Management > Add Subscribers.

Step 2 In the Manage Subscriber page, click the Chooser icon () next to the Subscriber ID field.

Step 3 Select the required subscriber, and click Manage Passwords.

Step 4 In the Password Management page, select Password/PIN/Digest Credentials to modify field. Select Provisioning Manager login from the drop down list.

Step 5 Do one of the following:

To set the password to default, click Reset to Default.

Specify a new password (and confirm), and then click Set to New Value.

Step 6 Click Done to confirm.


The password policy for a self-care account is the same as Provisioning password policy. To set a Self-Care password, see Password Policy.

Enabling or Disabling Self-Care Using Batch Provisioning

You can enable Self-Care while creating new users using Batch Provisioning. To enable Self-Care for a user, provide the authorization role as SelfCareUser in the batch action file.

Batch Provisioning can also be used to enable or disable Self-Care role for an existing user. To enable provide the authorization role as SelfCareUser, and to disable provide none in the batch action file.


Note The CreateSelfCareAccounts rule must be enabled for the domain to create a Self-Care account.


For information on Batch Provisioning see Creating Batch Projects.

Launching Self-Care

Based on your user role, you can launch Self-Care.

A user with only Self-Care role will be directed to the self-care portal after login:


Step 1 In a browser enter, http://<provisioning-ip>/cupm/selfcareuser/Login.

Step 2 Use Self-Care credentials to login.

Since the user has only Self-Care role, he will be able to access only the Self-Care menu. Provisioning menus will not be available for such a user.


If a user has a Self-Care role along with other authorization roles (Maintenance, Ordering, Activity Roles and so on), then the user can launch Self-Care portal from the Personal Settings menu.

To launch Personal Settings:


Step 1 Login to Provisioning using your credentials.

Step 2 Choose Personal Settings. The Self-Care portal screen appears.



Note Globaladmin cannot see the Personal Settings menu.


Customizing Your Personal Settings

The Self-Care portal enables you to set individual attributes and personal preferences for the following aspects of phone use:

Phone options include configuring speed dial numbers, do not disturb options, and music when a call is placed on hold.

Profile options allow you to configure options for extension mobility and single number reach.

Line—Options for a specific line on the phone, such as call forwarding, caller identification, and notifications.

User—Options for the phone user, such as passwords and personal identification numbers (PINs).

To log into the Self-Care portal:


Step 1 In a browser, enter http://<provisioning-ip>/cupm/selfcareuser/Login.

Step 2 Enter your username and password.

The Self-Care portal screen appears. The Self-Care portal screen contains the following elements:

Phone carousel—The phone carousel (positioned in the lower left side of the screen) contains icons for the phones and service profiles that you can configure. Click the icons at either side of the visible icons to view the additional phones or profiles.

Main menu—The main menu options (to the right of the phone carousel) are Phone Settings, Line Settings, and User Settings. Depending on your selection in the phone carousel, the Phone Settings option might be replaced by Extension Mobility Settings or Single Number Reach Settings.

Configuration area—The configurable categories for the selected main menu option appear next. When you click a category, such as Speed Dials, the right side of the screen displays the configurable options.

To ensure that you configure the correct phone or profile and line:

Step 3 In the phone carousel, select the phone or profile you want to configure.

Step 4 In the Line Settings menu, make sure that you select the correct line for the options you are configuring.

The following options are available for you to configure in the Self-Care portal:

Configuring Phone / Extension Mobility Settings

Configuring Single Number Reach Settings

Configuring Line Settings

Configuring User Settings


Configuring Phone / Extension Mobility Setting

Table 9-1 shows the Phone and Extension Mobility settings you can perform using Self-Care.

Table 9-1 Configuring Phone / Extension Mobility Setting

General

Update your phone MAC address.

Choose Phone Settings > MAC Address, enter a valid MAC address for your phone, then click Save.

Speed Dials

Add phone numbers for speed dialing.

Choose Phone Settings > Speed Dials, then click Add. Enter the necessary information and click Save.

Do Not Disturb

Enable or disable the Do Not Disturb feature.

Select the action to be taken if an incoming call arrives while the Do No Disturb feature is enabled.

Choose Phone Settings > Do Not Disturb, then check the Enable Do Not Disturb check box.

Locale

Select your work and network locales for time and language support.

Choose Phone Settings > Locale, then choose your location from the User Locale drop-down list, and click Save.

Music On Hold

Select the source of the music to be played when you place a user on hold.

Choose Phone Settings > Music On Hold, then choose the audio source to play when you place a call on hold from the User Hold Audio Source drop-down list, and click Save.

Others

Enable or disable the following options:

Speakerphone

Speakerphone and headset

Video

PC Port use

Extension Mobility

Choose Phone Settings > Others, then check or uncheck the check box as required for each option, then click Save.


Line Settings

Line settings for each line of the selected phone or profile is shown in Table 9-2.

Table 9-2 Line Settings

Call Forward

Set default call-forwarding options.

Customize call-forwarding for external or internal incoming calls.

Choose Line Settings, then select Call Forward, Caller ID, Notification, or Music On Hold to update and click Save.

Caller ID

Configure caller ID options.

Notification

Set audio and visual options for incoming calls and notification of messages.

Music On Hold

Select the source of the music to be played when a call is placed on hold.


User Settings

The User Settings are shown in Table 9-3.

Table 9-3 User Settings

Information

Update your name.

Enter your email address.

Select your primary phone.

Choose User Settings, then select Information, Password or PIN to update and click Save.

Password

Update your password.

PIN

Update your personal identification number.


All the common Self-Care tasks a user can perform are shown in Table 9-4.

Table 9-4 Common Self-Care Tasks

Change a password

Choose User Settings > Passwords.

Note You cannot change the password for Cisco Unity Express.

Change a PIN

Choose User Settings > PIN.

Note You can change your phone and voice mail PINs. Phone PIN is to reset the Cisco Unified Communications Manager (or Extension Mobility) PIN, and voice mail is to reset the Unity Connection PIN.

Disable use of a speakerphone

Choose Phone Settings > Others, then check the Disable Speakerphone check box.

Enable extension mobility

Choose Phone Settings > Others, then check the Cisco Extension Mobility check box.

Enable video calls

Choose Phone Settings > Others, then check the Enable Video check box.

Forward calls

Choose Line Settings > Call Forward, then set the options for forwarding incoming calls.

Provide email information

Choose User Settings > Information, and enter your email address.

Select a different phone as your primary device.

Choose User Settings > Information, and choose the preferred device from the Primary Device drop-down list.

Select call and message notifications

Choose Line Settings > Notification, then choose the notification options for incoming calls and messages.

Select the source for music for calls on hold

Choose Phone Settings > Music On Hold, then choose the audio source to use when you or the network places a call on hold.


Configuring Single Number Reach

The Single Number Reach feature enables you to associate a another phone number with your business IP phone number. When a call is received on the business phone number, Provisioning Manager automatically directs the call to ring on the phone you specify as well as the business phone. In this way, the Single Number Reach feature enables callers to reach you by dialing a single number, regardless of your location.

To configure an alternate number for Single Number Reach:


Step 1 In the phone carousel, select the icon associated with the remote destination profile.

Step 2 Choose Single Number Reach Settings > Alternate Numbers.

Step 3 Provide the information as described in , then click Save.

Step 4 If needed, click Add New to add an additional alternate number.


Table 9-5 Field Description for Single Number Reach 

Field
Description

Alternate Number

Enter the alternate number that Provisioning Manager is to direct calls to when calls are received on your primary phone.

Description

(Optional) Enter a description of the alternate number.

Enable Reach Me Anywhere

Check the check box to enable incoming calls to ring on multiple phones at the same time.

This is a mobile device

Check the check box if the alternate number is for a mobile device.

Allow me ... seconds to answer

Enter the length of time (in tenths of seconds) that Provisioning Manager should wait for you to answer the call on the primary phone before directing the call to the alternate number.

Continue ringing the alternate number for ... seconds

Enter the length of time (in tenths of seconds) that Provisioning Manager should ring at the alternate number.

If the alternate number answers within ... seconds

Enter the length of time (in tenths of seconds) that Provisioning Manager should wait after directing a call to the alternate device before connecting a call on the device. This delay prevents calls from being picked up by automated greetings, such as voice mail, on the device.

Line Association Information

Check the check box for the line to associate with this alternate number.


Self-Care User Migration Script

The SelfCareMigrationUtility can be invoked during the migration, or from the CLI, after migration. The tool processes all the users in the domains that have CreateSelfCareAccounts rule and DefaultCUPMPassword rule set.

This tool can be run through CLI from /opt/cupm/sep/ipt/bin. It can be run either globally (means for all domains) or for a single domain.

To run script:


Step 1 Go to /opt/cupm/sep/ipt/bin.

Step 2 Run:

./SelfCareMigrationUtility.sh ALL ENABLE

ALL—Indicates all domains.

ENABLE—Enables selfcare for all users in the domain specified.

The to disable selfcare option, you can use the DISABLE option. To do this, run:

./SelfCareMigraionUtility.sh ALL DISABLE

The script can be run at the domain level also. To do this, run:

./SelfCareMigrationUtility.sh <DOMAIN NAME> [ENABLE | DISABLE]


For more information on migration, see the Cisco Prime Collaboration 9.0 Migration Guide.