Cisco IP Communicator Administration Guide (1.1)
Configuring Features and Services
Downloads: This chapterpdf (PDF - 291.0KB) The complete bookPDF (PDF - 2.44MB) | Feedback

Configuring Features and Services

Table Of Contents

Configuring Features and Services

Telephony Features Available for Cisco IP Communicator

Configuring Corporate and Personal Directories

Searching Directories with Cisco IP Communicator

Integrating Cisco CallManager with a Directory Server

Configuring Quick Search

Understanding How Quick Search Works

How to Configure Quick Search Using the Directory Wizard

How to Configure Quick Search Manually

Specifying User Authentication Information for Quick Search

Applying Dialing Rules to Quick Search Dialing

Configuring Personal Directory

Modifying Phone Button Templates

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco CallManager

Disabling Local Settings Access


Configuring Features and Services


After you add a Cisco IP Communicator device to Cisco CallManager, you can use the Cisco CallManager Administration web application to configure telephony features, modify phone templates, assign users, and set up services for Cisco IP Communicator. You can also configure product-specific settings for Cisco IP Communicator.

After you run the Cisco IP Communicator Administration Tool, you can use the Directory Wizard to set up the Quick Search and Dialing Rules features to work with directories that are located on the Cisco CallManager server.


Tip In general, it is preferable to configure the settings in Cisco CallManager Administration before deploying Cisco IP Communicator to ensure that features are set up properly for the user at first launch and will remain consistent thereafter.


This chapter contains the following topics:

Telephony Features Available for Cisco IP Communicator

Configuring Corporate and Personal Directories

Modifying Phone Button Templates

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco CallManager

Disabling Local Settings Access

Telephony Features Available for Cisco IP Communicator

After you add Cisco IP Communicator devices to Cisco CallManager, you can add functionality to those devices. Table 5-1 includes a list of supported telephony features, many of which you can configure using the Cisco CallManager Administration web application. The Configuration Reference column lists Cisco CallManager documentation that contains configuration procedures and related information.


NoteIf Cisco IP Communicator does not appear in the Phone Type drop-down list in Cisco CallManager Administration, go to the following URL and install the latest support patch for your version of Cisco CallManager: http://www.cisco.com/kobayashi/sw-center/sw-voice.shtml

Cisco CallManager documentation is available from the Help menu in the Cisco CallManager Administration web application, or on the web:
http:www.cisco.com/univercd/cc/td/doc/product/voice/index.htm


Table 5-1 Configuring telephony features using Cisco CallManager Administration 

Feature
Description
Configuration References

Auto answer

Causes the audio device that is associated with speakerphone mode or headset mode to go off-hook automatically when an incoming call is received.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager Features and Services Guide

Auto line select

When enabled, causes Cisco IP Communicator to shift call focus to incoming calls on all lines. When disabled, only shifts the focus to incoming calls on the currently used line. (Disabled by default.)

Enable/disable from the Product-Specific Configuration panel of the Phone Configuration page in Cisco CallManager Administration.

Barge

Allows a user to join an in-progress call on a shared line.

Refer to Cisco CallManager Features and Services Guide

Call park

Places the call on hold so anyone connected to the Cisco CallManager system can retrieve it.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager Features and Services Guide

Call pickup

Picks up incoming calls within a group.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager System Guide

Call waiting

Receives a second incoming call on the same line without disconnecting the first call.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager System Guide

Caller ID

Displays the telephone number and name of the caller.

Refer to Cisco CallManager Administration Guide

Conference

Initiates an ad hoc conference and then conferences in other participants one at a time.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager System Guide

Consecutive ring

Identifies ring type used when Cisco IP Communicator has another active call on a different line.

Refer to Cisco CallManager Administration Guide for information about adjusting ring settings (when idle/when active) in the Directory Number Configuration page.

Users can adjust their ring settings from the User Options web pages by clicking Change the Ring Settings for your phone.

Forward

Forwards all calls to the designated directory number.

Refer to Cisco CallManager Administration Guide

Group call pickup

Allows users to pick up incoming calls within their own group or in other groups.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager System Guide

Hold

Places an active call on hold.

This feature requires no configuration, unless you want to use music on hold. See "Music-on-Hold" in this table for information.

Meet-Me conference

Enables other callers to join in a conference.

Refer to Cisco CallManager Administration Guide

Message waiting

Indicates that one or more voice messages are waiting for a user.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager System Guide

Music-on-
hold

Plays music while callers are on hold.

Refer to Cisco CallManager Features and Services Guide

Quality Reporting Tool

Allows users to use the QRT softkey to submit information about problem calls

Refer to Cisco CallManager Administration Guide

Speed-dial

Dials a specified number that has been previously stored.

Refer to Cisco CallManager Administration Guide

Voice messaging system

Enables callers to leave voice messages if calls are unanswered.

Refer to Cisco CallManager Administration Guide

Refer to Cisco CallManager System Guide


Related Topics

Configuring Corporate and Personal Directories

Modifying Phone Button Templates

Setting Up Services

Adding Users to Cisco CallManager

Configuring Corporate and Personal Directories

This section contains these topics:

Searching Directories with Cisco IP Communicator

Integrating Cisco CallManager with a Directory Server

Configuring Quick Search

Configuring Personal Directory

Searching Directories with Cisco IP Communicator

Table 5-2 provides a summary of directory search features that are supported by Cisco IP Communicator.

Table 5-2 Directory search features supported by Cisco IP Communicator

Search feature
To invoke...
Configuration tasks

Corporate directory searches via the Directories button

Click the Directories button on the Cisco IP Communicator interface or enter a shortcut (Ctrl + D), then choose the directory from the phone screen menu.

If necessary, integrate Cisco CallManager with a directory server; no additional configuration is required.

See the "Integrating Cisco CallManager with a Directory Server" section.

Corporate and personal directory searches via the Quick Search feature

Right-click on the Cisco IP Communicator interface and choose Quick Search, or enter a shortcut (Alt + K).

This feature is specific to Cisco IP Communicator.

Use the Cisco IP Communicator Directory Wizard to configure the Quick Search feature (as well as the Dialing Rules feature).

Users can create personal directories by subscribing to the Personal Address Book service from the User Options web page.

See the "Configuring Quick Search" section and the "Configuring Personal Directory" section.

Personal directory searches via the Services button

Click the Services button on the Cisco IP Communicator interface or enter a shortcut (Ctrl + V), then choose the Personal Address Book service from the phone screen menu.

Users create personal directories by subscribing to the Personal Address Book service from the User Options web page.

See the "Configuring Personal Directory" section.


Related Topics

Understanding How Quick Search Works

Specifying User Authentication Information for Quick Search

Applying Dialing Rules to Quick Search Dialing

Integrating Cisco CallManager with a Directory Server

To allow searches against corporate directories via the Directories button on the Cisco IP Communicator interface, integrate Cisco CallManager with a directory server (if necessary). You might have already completed this task to support other phone devices in your network.

For help, refer to Installing and Configuring the Cisco Customer Directory Configuration Plugin, a document which guides you through the process of integrating Cisco CallManager with Microsoft Active Directory and Netscape Directory Server.

Related Topics

Searching Directories with Cisco IP Communicator

Configuring Quick Search

Configuring Personal Directory

Configuring Quick Search

To configure Quick Search—a feature specific to Cisco IP Communicator—use the Directory Wizard. (To install the Directory Wizard, run the Cisco IP Communicator Administration Tool. See the "Running the Cisco IP Communicator Administration Tool" section on page 2-14 for details.)

See the following topics for more information:

Understanding How Quick Search Works

How to Configure Quick Search Using the Directory Wizard

How to Configure Quick Search Manually

Specifying User Authentication Information for Quick Search

Applying Dialing Rules to Quick Search Dialing


Tip Users must restart Cisco IP Communicator before accessing the Quick Search feature.


Understanding How Quick Search Works

If you want to set up Quick Search to access a personal or corporate directory that exists on the Cisco CallManager server, use the Directory Wizard. The Directory Wizard creates an XML configuration file (LdapDirectories.xml) that tells Cisco IP Communicator which LDAP directories to search.

Cisco IP Communicator downloads this file at startup and saves the list of specified LDAP directories. When a user invokes the Quick Search feature, Cisco IP Communicator searches the specified LDAP directories, stopping at the first directory where one or more matches are found. (Therefore, if you have two directories specified, and your search string is matched in the first directory, the second directory will not be searched, regardless of whether or not it contains matching entries.)

You can apply Quick Search configuration to all devices in a Cisco CallManager cluster by using the Cisco IP Communicator Directory Wizard, or you can manually create a custom Quick Search XML file to apply to a specific device.


Tip Make sure that the "Telephone Number" field in the User Configuration page of Cisco CallManager Administration shows the user's phone number. The Quick Search feature displays this phone number in search results.


Related Topics

How to Configure Quick Search Using the Directory Wizard

How to Configure Quick Search Manually

Specifying User Authentication Information for Quick Search

Applying Dialing Rules to Quick Search Dialing

Configuring Personal Directory

How to Configure Quick Search Using the Directory Wizard


Note Use this procedure only if you are going to set up Quick Search to access a personal or corporate directory that exists on the Cisco CallManager server. Otherwise, follow the procedure in the "How to Configure Quick Search Manually" section.


To configure Quick Search for all Cisco IP Communicator devices in a Cisco CallManager cluster, follow the procedure below.

Before You Begin

First, you must run the Cisco IP Communicator Administration Tool, which installs the Directory Wizard. It is recommended that you run this Tool on the Cisco CallManager publisher. (See the "Running the Cisco IP Communicator Administration Tool" section on page 2-14 for details.)

Procedure


Step 1 Launch the Cisco IP Communicator Directory Wizard (directorywizard.exe) from the program group or from the Cisco IP Communicator Administration Tool.

Step 2 Input information as prompted. (See the Tips section that follows for help.)

Step 3 Restart the TFTP service.

Based on the information that you input, the Directory Wizard creates directory and/or Dialing Rules configuration files and stores these files in the appropriate location on the server so that Cisco CallManager can access them.


Tips for Using Directory Wizard

Directory Wizard will ask you to make decisions about user authentication. To help you make a decision, see the "Specifying User Authentication Information for Quick Search" section.

You can use Directory Wizard to configure the Dialing Rules feature at the same time that you configure Quick Search or you can do it at another time as a separate task. See the "Applying Dialing Rules to Quick Search Dialing" section.

Directory Wizard's auto-detection feature works only if you have installed and run Directory Wizard on the Cisco CallManager publisher. (See the "Running the Cisco IP Communicator Administration Tool" section on page 2-14 for details about installing Directory Wizard.)

If you leave the "LDAP Server Information File" field (in the Phone Configuration page of Cisco CallManager Administration) blank, then Cisco IP Communicator end-users will automatically use the configuration generated by the Directory Wizard (assuming configuration files are placed in the correct location).

Typically, the Cisco CallManager publisher is also the TFTP server where phone loads will be installed. If this is not the case, copy LdapDirectories.xml and LdapDialingRules.xml to the TFTP server (after running the Directory Wizard on the Cisco CallManager publisher.)

You will need to restart the TFTP server after completing the Directory Wizard—both for new configurations and updates.

Directory Wizard does not use any existing information that you have input, but always creates new files. Therefore, make sure to back up your previous configuration if you want to access it again.

Related Topics

How to Configure Quick Search Manually

Specifying User Authentication Information for Quick Search

Applying Dialing Rules to Quick Search Dialing

How to Configure Quick Search Manually

You must manually create the Quick Search configuration file if either of the following situations apply to you:

You want to apply special Quick Search configuration parameters to specific Cisco IP Communicator devices (not to all devices).

You want use Quick Search to access a personal or corporate directory that is external to the Cisco CallManager server.

Before You Begin

If you have not done so already, run the Cisco IP Communicator Administration Tool. This tool installs the LDAP directories ReadMe file (LdapDirectories.README.TXT).

Procedure


Step 1 Open the ReadMe file (LdapDirectories.README.TXT) from the Cisco IP Communicator program group.

Step 2 Follow the instructions in this example file to create a custom LdapDirectories.xml file.

Step 3 Store the file in a location relative to <TFTPpath>.

Step 4 Specify the file name and path in the Phone Configuration page of Cisco CallManager Administration: Device > Phone > Phone Configuration > LDAP Server Information File field.

Step 5 Restart the TFTP service.


Related Topics

How to Configure Quick Search Using the Directory Wizard

Specifying User Authentication Information for Quick Search

Applying Dialing Rules to Quick Search Dialing

Specifying User Authentication Information for Quick Search

Cisco CallManager uses a Lightweight Directory Access Protocol (LDAP) directory to store authentication and authorization information. Authentication establishes the user's right to access the system and identifies the telephony resources that a user is permitted to use, such as a specific telephone extension.

In order to configure Quick Search, you must decide how user authentication is going to work. (This is true whether you configure Quick Search manually or by using the Directory Wizard.)

Here are your options:

Specify a global user ID and password—This is the recommended approach. It allows Quick Search to search corporate directories even when the user does not specify any credentials in the Cisco IP Communicator interface.

Do not specify a user ID or password—If you choose this approach, tell users to specify a user ID and password from the Cisco IP Communicator interface (right-click menu > Preferences > Directories). If user authentication credentials are not specified either in the Quick Search configuration file or the Directories tab, the feature will not function properly.


NoteDo not use global credentials if any user's Cisco CallManager user ID (specified in User Configuration page of Cisco CallManager Administration) does not match the directory user ID. This could be the case if you are using Microsoft Active Directory or Netscape with Cisco CallManager.

Global credentials apply to corporate directory searches only, not to personal directories. If a user wants to use Quick Search against a Personal Address Book, the user must enter a user ID and password in Preferences > Directories (and a User ID in Preferences > User, as well.) For details, see the "Configuring Personal Directory" section.


Related Topics

How to Configure Quick Search Using the Directory Wizard

How to Configure Quick Search Manually

Applying Dialing Rules to Quick Search Dialing

Applying Dialing Rules to Quick Search Dialing

The Cisco IP Communicator Dialing Rules feature applies pre-established dialing rules stored in Cisco CallManager to Quick Search phone numbers.

Before you can use the Cisco IP Communicator Dialing Rules feature, you need to make sure that dialing rules have already been established for your Cisco CallManager cluster. To set up dialing rules in Cisco CallManager, you can set up route patterns to apply to all methods of making a call, or you can set up application dialing rules to apply to calls made using an application like Cisco IP Communicator. (For more information about your route plan options, see the Cisco CallManager System Guide and the Cisco CallManager Administration Guide.)

If you are using application dialing rules (instead of a route pattern), you need to set up a configuration file that tells Cisco IP Communicator where to find the dialing rules stored in Cisco CallManager. To set up the Dialing Rules file, launch the Cisco IP Communicator Directory Wizard and follow the relevant steps. (The wizard can help you configure the Quick Search feature as well as Dialing Rules.) See the "How to Configure Quick Search Using the Directory Wizard" section.


Tip Users must restart Cisco IP Communicator before dialing rules will apply to Quick Search dialing.


Related Topics

Running the Cisco IP Communicator Administration Tool, page 2-14

How to Configure Quick Search Using the Directory Wizard

How to Configure Quick Search Manually

Specifying User Authentication Information for Quick Search

Configuring Personal Directory

Personal Directory provides a personal address book stored in the Cisco CallManager Lightweight Directory Access Protocol (LDAP) directory. It also provides a Cisco IP Phone synchronizer, and two Cisco IP Phone services: the Personal Address Book (PAB) service and the Personal Fast Dial service. The Cisco IP Phone Address Book Synchronizer allows users to synchronize Microsoft Outlook and Outlook Express address book entries with the directory in Cisco CallManager. From Cisco IP Communicator, a user can search and dial from the PAB service.


NoteBefore users can subscribe to any service, including the PAB service, a system administrator must provide access to the service. You might have already provided this access. If necessary, see the Cisco CallManager documentation for more information.

End-users should note that only those phone numbers entered in the "Work" field in the PAB will be displayed in Quick Search results. Home and mobile phone numbers will not be displayed.


How users configure Quick Search to access a Personal Address Book

If properly configured, Quick Search will search against a users Personal Address Book (PAB) first, and against a corporate directory second. Quick Search will stop at the first directory where it finds a match.

To allow Quick Search to access a user's PAB, the following conditions must be met:

You must configure Quick Search to integrate with personal directories.

The user must subscribe to the Personal Address Book service from the Cisco CallManager User Options web pages.

The user's directory username and password must appear in the Directories tab of the Preferences dialog box (right-click > Preferences > Directories). Users should enter the credentials for the directory account of the directory that will be searched. If more than one directory will be searched, the credential information must be the same for all of the them.

The user's Cisco CallManager username must appear in the User tab of the Preferences dialog box (right-click > Preferences > User). This field determines where the personal directory is located within the Cisco CallManager directory.

How users configure the Personal Address Book

To configure Personal Directory users must access their User Options web pages. Users do this from the Cisco IP Communicator interface (right-click menu > User Options...) Access depends upon users first entering their Cisco CallManager credentials (right-click > Preferences > User).

If users want to synchronize with Microsoft Outlook, they must also install the Cisco IP Phone Address Book Synchronizer utility, provided by you. To obtain this software, choose Application > Install Plugins from the Cisco CallManager Administration web application and click Cisco IP Phone Address Book Synchronizer. For more information, see the Cisco CallManager documentation.

Related Topics

Providing Password Information, page 4-13

Configuring Quick Search

Specifying User Authentication Information for Quick Search

Configuring Personal Directory

Helping Users Subscribe to Services and Configure Features, page A-3

Modifying Phone Button Templates

Phone button templates let you assign features to line/speed dial buttons.

Ideally, you modify templates before registering devices on the network. In this way, you can access customized template options from Cisco CallManager during registration.

To modify a template, choose Device > Device Settings > Phone Button Template from the Cisco CallManager Administration web application. To assign a template to a device, use the Phone Button Template field in the Cisco CallManager Administration Phone Configuration page. Refer to Cisco CallManager Administration Guide and Cisco CallManager System Guide for more information.

The default Cisco IP Communicator template uses buttons 1 and 2 for lines and assigns buttons 3 through 8 as speed dial. Access other telephony features, such as call park, call forward, redial, hold, resume, voice messaging system, conferencing, and so on using softkeys in the Cisco IP Communicator interface.

Related Topics

Telephony Features Available for Cisco IP Communicator

Configuring Corporate and Personal Directories

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco CallManager

Configuring Softkey Templates

Using Cisco CallManager, you can manage softkeys associated with applications that are supported by Cisco IP Communicator. Cisco CallManager supports two types of softkey templates: standard and nonstandard. An application that supports softkeys can have one or more standard softkey templates associated with it. You cannot modify standard softkey templates (modify nonstandard templates only).

To configure softkey templates, select Device > Device Settings > Softkey Template from the Cisco CallManager Administration web application. To assign a softkey template to a device, use the Softkey Template field in the Cisco CallManager Administration Phone Configuration page. Refer to Cisco CallManager Administration Guide, Cisco CallManager System Guide for more information.

Related Topics

Telephony Features Available for Cisco IP Communicator

Configuring Corporate and Personal Directories

Modifying Phone Button Templates

Setting Up Services

Adding Users to Cisco CallManager

Setting Up Services

Users can click the Services button on Cisco IP Communicator to access XML applications that enable the display of interactive content with text and graphics on the Cisco IP Communicator phone screen. Examples of services include local movie times, stock quotes, and weather reports.

Before a user can access most services:

You must configure available services from the Cisco CallManager Administration web application.

The user must subscribe to the service from the Cisco CallManager User Options web pages. These web pages provide an interface for adding or deleting services, as well as for configuring some features and settings. To access the User Options pages, users can right-click on Cisco IP Communicator and choose Cisco User Options....

Before you set up services, gather the URLs for the sites you want to set up and verify that users can access those sites from your corporate IP telephony network.

To set up these services, choose Feature > Cisco IP Phone Services from the Cisco CallManager Administration web application. Refer to Cisco CallManager Administration Guide and Cisco CallManager System Guide for more information.

After you configure these services, verify that your users have access to the User Options web pages, from which they can select and subscribe to configured services. See the "Helping Users Subscribe to Services and Configure Features" section on page A-3 for a summary of the information that you must provide to end users.

Related Topics

Telephony Features Available for Cisco IP Communicator

Configuring Corporate and Personal Directories

Configuring Softkey Templates

Adding Users to Cisco CallManager

Disabling Local Settings Access

Adding Users to Cisco CallManager

Adding users to Cisco CallManager Administration allows you to display and maintain information about users and allows each user to perform the following actions:

Access the corporate directory and other customized directories from Cisco IP Communicator

Create a personal directory (Personal Address Book service)

Set up speed dial and call forwarding numbers

Subscribe to services that are accessible from a Cisco IP Communicator

You can add users to Cisco CallManager using either of these methods:

To add users individually, choose User >Add a New User from the Cisco CallManager Administration web application.

Refer to Cisco CallManager Administration Guide for more information about adding users. Refer to Cisco CallManager System Guide for details about user information.

To add users in batches, use the Bulk Administration Tool. This method also enables you to set an identical default password for all users.

Refer to Bulk Administration Tool User Guide for Cisco CallManager for details.

Related Topics

Telephony Features Available for Cisco IP Communicator

Configuring Corporate and Personal Directories

Modifying Phone Button Templates

Configuring Softkey Templates

Disabling Local Settings Access

Disabling Local Settings Access

You can disable local access to network settings for a device. Doing so causes the affected settings to appear grayed-out on the Cisco IP Communicator interface.

To disable settings, select Disabled from the Settings Access drop-down menu located in the Cisco CallManager Phone Configuration page. This will disable access to the following:

All settings accessed from the Settings button

The following settings in Cisco IP Communicator's right-click menu:

Preferences > Network tab > all settings in the TFTP Servers panel

Preferences > Audio tab > Network... > all settings in the Audio Port Range panel

You might choose to disable settings access if you want to prevent users from modifying settings that you have already specified and which are normally accessible from the client PC (such as Alternate TFTP server). In this case, you should disable access at the time that you provision the Cisco IP Communicator device record rather than after the user launches the application. Otherwise, if a user modifies these settings, you will be locked out of performing any changes remotely and will need to override local settings from the client desktop.


Note Keep in mind that local configuration (on the client PC) always takes precedence over remote configuration (from Cisco CallManager Administration) for those settings that are accessible from both locations.


Related Topics

An Overview of Post-Installation Configuration Tasks, page 4-2

Telephony Features Available for Cisco IP Communicator

Configuring Corporate and Personal Directories

Configuring Softkey Templates

Adding Users to Cisco CallManager