Installation and Administration Guide for the Cisco TelePresence Exchange System Release 1.0
Configuring Customers
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Configuring Customers

Table Of Contents

Configuring Customers

Configuring Service Providers

Adding Service Providers

Editing Service Providers

Deleting Service Providers

Service Provider Fields

Configuring Regions

Adding Regions

Editing Regions

Deleting Regions

Region Fields

Configuring Organizations

Adding Organizations

Editing Organizations

Deleting Organizations

Organization Fields


Configuring Customers


Revised June 30, 2011

The following sections describe how to configure service providers and their customer settings:

Configuring Service Providers

Configuring Regions

Configuring Organizations

Configuring Service Providers

A service provider offers telepresence services to a set of enterprise customers (organizations) by using media resources that are provisioned in one or more regions in the service provider network. Optionally, a service provider can use custom service numbers and Integrated Voice Response (IVR) prompts.

The following sections describe how to configure service providers:

Adding Service Providers

Editing Service Providers

Deleting Service Providers

Service Provider Fields

Adding Service Providers

Before You Begin

Configure the help desk route and the corresponding SIP resource.

Procedure

To add a new service provider, do the following procedure:


Step 1 From the navigation pane, choose Customers > Service Providers.

The Service Providers window is displayed.

Step 2 From the toolbar, click Add A New Service Provider.

Step 3 Enter the fields as appropriate.

Table 10-1 describes the fields.

Step 4 To save your changes, click Save.


Editing Service Providers

Procedure

To edit a service provider entry, do the following procedure:


Step 1 From the navigation pane, choose Customers > Service Providers.

The Service Providers window is displayed.

Step 2 In the item table, click the applicable entry.

A summary window for the service provider is displayed.

Step 3 From the toolbar, click Edit This Service Provider.

The Edit Service Provider window is displayed. Fields contain the currently-configured values.

Step 4 Modify field entries as appropriate.

Table 10-1 describes the fields.

Step 5 To save your changes, click Save.


Deleting Service Providers

Before You Begin

To delete a service provider, you need to delete all of the configuration items that are dependencies of this service provider. The following items might depend on a specific service provider: organizations, service numbers, and regions. Other items (such as media resources) might indirectly depend on a specific service provider because they are associated with a region.


Note You cannot delete the service provider if a meeting has ever been scheduled for any customer of this service provider.


Procedure

To delete a service provider, do the following procedure:


Step 1 From the navigation pane, choose Customers > Service Providers.

The Service Providers window is displayed.

Step 2 Do the following sub-steps, depending on your Cisco TelePresence Exchange System version.

Cisco TelePresence Exchange System Release 1.0(3)

a. In the item table, check the check box next to the entry that you want to delete. You can delete multiple service providers at one time by checking the check box next to each entry that you want to delete.

b. Click Delete.

c. In the Deletion Confirmation dialog box, click Delete to confirm the deletion.

Cisco TelePresence Exchange System Release 1.0(2) and earlier

a. In the item table, check the check box next to the entry you want to delete.

b. From the drop-down list that appears, choose Delete.

c. Click Go.

d. In the panel that is displayed to confirm the deletion, click OK.


Tip If you prefer to view the details of a service provider prior to deleting it, in the Service Provider window, you can click the applicable Service Provider to go to the Service Provider page. After verifying that you have chosen the correct service provider to delete, click Delete This Service Provider, and then in the Deletion Confirmation dialog box, click Delete to confirm the deletion.



Note When a dependency exists, the delete operation aborts and an error message is displayed that describes the dependent configuration item.



Service Provider Fields

Table 10-1 Service Provider Field Descriptions 

Field
Description

Name

Text string identifying this service provider.

See the "Common Field Properties" section on page 2-4.

Description

Text string describing this service provider.

See the "Common Field Properties" section on page 2-4.

Help Desk Number

Digit string. The number to dial to reach the help desk for this service provider. The digit string must be numbers only, and cannot include any spaces, dashes, or characters.

Help Desk Routes

Click Add Route to view a drop-down list of available routes. Choose the appropriate route. You can click Add Route again to add an alternate route.

The route specifies the Session Initiation Protocol (SIP) resource for routing calls to the Help Desk.

For more information about routes, see the "Configuring Routes" section on page 12-1.


Configuring Regions

A region represents a major geographic region in which a service provider operates. The region contains one or more resource clusters of Cisco TelePresence Multipoint Systems, Cisco TelePresence MSE 8000 Series, Cisco routers with IVR, and session border controllers (SBCs). A resource cluster connects a set of resources within one physical data center. This cluster of resources is also known as a point of presence (POP).

A service provider can configure multiple regions on a Cisco TelePresence Exchange System.

The following sections describe how to configure regions:

Adding Regions

Editing Regions

Deleting Regions

Region Fields

Adding Regions

Before You Begin

Configure the service provider that you want to associate with the region.

Procedure

To add a new region, do the following procedure:


Step 1 From the navigation pane, choose Customers > Regions.

The Regions window is displayed.

Step 2 From the toolbar, click Add A New Region.

An entry window is displayed.

Step 3 Enter the appropriate information to configure the region.

Table 10-2 describes the fields.

Step 4 To save your changes, click Save.


Editing Regions

Procedure

To edit a region entry, do the following procedure:


Step 1 From the navigation pane, choose Customers > Regions.

The Regions window is displayed.

Step 2 In the item table, click the applicable entry.

The Region Details window is displayed.

Step 3 From the toolbar, click Edit This Region.

The Edit Region window is displayed. Fields contain the currently-configured values.

Step 4 Modify field entries as appropriate.

Table 10-2 describes the fields.

Step 5 To save your changes, click Save.


Deleting Regions

Before You Begin

To delete a region, you must delete all of the configuration items (such as media resources) that are dependencies of this region. The media resources of this region can be reassigned to another region.


Note You cannot delete the region if a meeting has ever been scheduled in this region.


Procedure

To delete a region, do the following procedure:


Step 1 From the navigation pane, choose Customers > Regions.

The Regions window is displayed.

Step 2 Do the following sub-steps, depending on your Cisco TelePresence Exchange System version.

Cisco TelePresence Exchange System Release 1.0(3)

a. In the item table, check the check box next to the entry that you want to delete. You can delete multiple regions at one time by checking the check box next to each entry that you want to delete.

b. Click Delete.

c. In the Deletion Confirmation dialog box, click Delete to confirm the deletion.

Cisco TelePresence Exchange System Release 1.0(2) and earlier

a. In the item table, check the check box next to the entry you want to delete.

b. From the drop-down list that appears, choose Delete.

c. Click Go.

d. In the panel that is displayed to confirm the deletion, click OK.


Tip If you prefer to view the details of a region prior to deleting it, in the Regions window, you can click the applicable Region to go to the Region page. After verifying that you have chosen the correct region to delete, click Delete This Region, and then in the Deletion Confirmation dialog box, click Delete to confirm the deletion.



Note When a dependency exists, the delete operation aborts, and an error message is displayed that describes the dependent configuration item.



Region Fields

Table 10-2 Region Field Descriptions 

Field
Description

Name

Text string identifying this region.

See the "Common Field Properties" section on page 2-4.

Description

Text string describing this region.

See the "Common Field Properties" section on page 2-4.

Service Provider

Drop-down list of the available service providers. Choose the service provider to associate it with this region.

See the "Adding Service Providers" section.


Configuring Organizations

An organization is an enterprise customer to which a service provider provides services. An organization controls one or more telepresence endpoints that might be active within a meeting.

The following sections describe how to configure organizations:

Adding Organizations

Editing Organizations

Deleting Organizations

Organization Fields

Adding Organizations

Before You Begin

Configure the service provider that you want to associate with the organization.

When this organization employs the direct-dial feature, configure the direct dial routes and the corresponding SIP resource.

Procedure

To add a new organization, do the following procedure:


Step 1 From the navigation pane, choose Customers > Organizations.

The Organizations window is displayed.

Step 2 From the toolbar, click Add A New Organization.

Step 3 Enter the settings as appropriate.

Table 10-3 describes the fields.

Step 4 To save your changes, click Save.


Editing Organizations

Procedure

To edit an organization, do the following procedure:


Step 1 From the navigation pane, choose Customers > Organizations.

The Organizations window is displayed.

Step 2 In the item table, click the applicable entry.

The Organization Details window is displayed.

Step 3 Click Edit This Organization.

The Edit Organization window is displayed. Fields contain the currently-configured values.

Step 4 Modify field entries as appropriate.

Table 10-3 describes the fields.

Step 5 To save your changes, click Save.


Deleting Organizations

Procedure

To delete an organization, do the following procedure:


Step 1 From the navigation pane, choose Customers > Organizations.

The Organizations window is displayed.

Step 2 Do the following sub-steps, depending on your Cisco TelePresence Exchange System version.

Cisco TelePresence Exchange System Release 1.0(3)

a. In the item table, check the check box next to the entry that you want to delete. You can delete multiple organizations at one time by checking the check box next to each entry that you want to delete.

b. Click Delete.

c. In the Deletion Confirmation dialog box, click Delete to confirm the deletion.

Cisco TelePresence Exchange System Release 1.0(2) and earlier

a. In the item table, check the check box next to the entry you want to delete.

b. From the drop-down list that appears, choose Delete.

c. Click Go.

d. In the panel that is displayed to confirm the deletion, click OK.


Tip If you prefer to view the details of an organization prior to deleting it, in the Organizations window, you can click the applicable Organization to go to the Organizations page. After verifying that you have chosen the correct organization to delete, click Delete This Organization, and then in the Deletion Confirmation dialog box, click Delete to confirm the deletion.



Organization Fields

Table 10-3 Organization Field Descriptions 

Field
Description

Name

Text string identifying this organization.

See the "Common Field Properties" section on page 2-4.

Description

Text string describing this organization.

See the "Common Field Properties" section on page 2-4.

Service Provider

Drop-down list of the available service providers.

Max Ports

Maximum number of ports available to this organization for all concurrent telepresence sessions.

Direct Dial Enabled

Check the check box to enable the organization to use the direct dial feature.

Minimize Capacity

(Applicable to Cisco TelePresence Exchange System Release 1.0(3) and later only) Check the check box to reserve the smallest amount of capacity necessary for an endpoint to attend a meeting.

When the check box is not checked, the maximum capacity per endpoint is reserved.

SIP Routes

When you enable direct-dial, you must add at least one route to the SBC resource. You can add multiple routes, and order by priority, to accommodate SBC fail over. (This field is displayed only when you check the Direct Dial Enabled check box).