Administration Guide for Cisco UC Integration for Microsoft Lync Release 9.2(1)
Server Setup
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Server Setup

Contents

Server Setup

This section provides task-based information to guide you through the server setup process.


Note


Providing information on every task involved in installing and configuring Cisco Unified Communications Manager is beyond the scope of this document. The purpose of this chapter is to provide a high-level workflow of the tasks you should complete to set up your environment. See the appropriate documentation for Cisco Unified Communications Manager to review detailed information and ensure you complete the installation and configuration tasks specific to your deployment.


Prerequisites

You must install and configure Cisco Unified Communications Manager before you begin any tasks in this section.

Review the Setup Process

This topic provides a high-level overview of the process to set up your environment with Cisco Unified Communications Manager.

Procedure
    Step 1   Add a directory to your environment.
    Adding a directory to your environment does the following:
    • Populates the Cisco Unified Communications Manager database with user data that resides on your directory server.
    • Provides Cisco Unified Communications Manager with users in your environment who you can add to profiles and to whom you can provision capabilities.
    Step 2   Set up unified communications.
    1. Create software phone devices.
    2. Create desk phone devices.
    Step 3   (Optional)Set up voicemail.

    Add a Directory to Your Environment

    Adding a directory to your environment populates the Cisco Unified Communications Manager database with user data that resides on your directory server. Completing this task provides Cisco Unified Communications Manager with users in your environment who you can add to profiles and to whom you can provision capabilities.

    Procedure
      Step 1   Open the Cisco Unified CM Administration interface.
      Step 2   Select System > LDAP > LDAP System.

      The LDAP System Configuration window opens.

      Step 3   Locate the LDAP System Information section.
      Step 4   Select Enable Synchronizing from LDAP Server.
      Step 5   Select the appropriate values from the following drop-down lists:
      • LDAP Server Type
      • LDAP Attribute for User ID
      Step 6   Select System > LDAP > LDAP Directory.
      Step 7   Select Add New.

      The LDAP Directory window opens.

      Step 8   Specify the required details on the LDAP Directory window.

      See the LDAP integration topics in the Cisco Unified Communications Manager Administration Guide for more information about the values and formats you can specify.

      Step 9   Select Save.
      Step 10   Select Peform Full Sync Now.
      Note   

      The amount of time it takes for the synchronization process to complete depends on the number of users that exist in your directory. If you synchronize a large directory with thousands of users, you should expect the process to take some time.

      User data from your directory server is synchronized to the Cisco Unified Communications Manager database. Cisco Unified Communications Manager then synchronizes the user data to the Cisco Unified Presence database.


      What to Do Next

      Verify that users from your directory are available on Cisco Unified Communications Manager and Cisco Unified Presence.

      If users from your directory are returned in the list of available users, you have successfully added a directory to your environment.

      Create a Service Profile

      You create a service profile that contains the configuration settings for the services you add on Cisco Unified Communications Manager. You add the service profile to the end user configuration for your Cisco UC Integration for Microsoft Lync users. Cisco UC Integration for Microsoft Lync can then retrieve settings for available services from the service profile.

      Before You Begin

      Review the following prerequisites before completing this task:

      • Service Profile creation is only available in Cisco Unified Communications Manager 9.0.1 and later.
      • Review the Service profile setup section of the Cisco Unified Communications Manager Administration Guide for specific details about creating service profiles.
      Procedure
        Step 1   Open the Cisco Unified CM Administration interface.
        Step 2   Select User Management > User Settings > Service Profile.

        The Find and List Service Profiles window opens.

        Step 3   Select Add New.

        The Service Profile Configuration window opens.

        Step 4   Enter settings on the Service Profile Configuration window as follows:
        1. Specify a unique name for the service profile in the Name field.
        2. Specify an optional description in the Description field.
        3. Select Make this the default service profile for the system, if appropriate.
        Step 5   Select Save.

        Create Software Phone Devices

        Software phones provide capabilities for Cisco UC Integration for Microsoft Lync to send and receive audio and video through a computer.

        Create SIP Profiles

        The first step in creating a software phone device is to create a SIP profile so that you can enable video desktop sharing. You cannot edit or configure the default SIP profile. You must create a new SIP profile.

        Procedure
          Step 1   Open the Cisco Unified CM Administration interface.
          Step 2   Select Device > Device Settings > SIP Profile.

          The Find and List SIP Profiles window opens.

          Step 3   Do one of the following to create a new SIP profile:
          • Find the default SIP profile and create a copy that you can edit.
          • Select Add New and create a new SIP profile.

          Related Information

          Video Desktop Sharing

          Binary Floor Control Protocol (BFCP) provides video desktop sharing capabilities for CSF devices. Cisco Unified Communications Manager handles the BFCP packets users transmit when using video desktop sharing capabilities. BFCP presentation sharing is automatically enabled on Cisco Unified Communications Manager version 9.0(1) and higher.


          Note


          • Cisco Unified Communications Manager supports BFCP presentation sharing on 8.6(1) and higher only.
          • Cisco UC Integration for Microsoft Lync supports video desktop sharing on software phone devices. It cannot be enabled for desktop phones.


          Tip


          You must enable BFCP on the SIP trunk to allow video desktop sharing capabilities between nodes in a Cisco Unified Communications Manager cluster. Do the following to enable BFCP on the SIP trunk:
          1. Select Allow Presentation Sharing using BFCP in the Trunk Specific Configuration section of the SIP profile.
          2. Select the SIP profile from the SIP Profile drop-down list on the CSF device configuration.

          Create CSF Devices

          Complete this procedure for every CSF device.

          Procedure
            Step 1   Open the Cisco Unified CM Administration interface.
            Step 2   Select Device > Phone

            The Find and List Phones window opens.

            Step 3   Select Add New.
            Step 4   Select Cisco Unified Client Services Framework from the Phone Type drop-down list and then select Next.

            The Phone Configuration window opens.

            Step 5   Specify a name for the CSF device in the Device Name field.

            You should use the CSFusername format for CSF device names. For example, you need to create a device name for Tanya Adams whose username is tadams. Tanya's device name should be CSFtadams.

            Step 6   Specify configuration settings on the Phone Configuration window as appropriate.

            See the Phone Configuration Settings topic in the Cisco Unified Communications Manager documentation for more information about the configuration settings on the Phone Configuration window.

            Step 7   Select Allow Presentation Sharing using BFCP in the Protocol Specific Information section to enable video desktop sharing for versions of Cisco Unified Communications Manager older than 9.0.1.

            Video desktop sharing is enabled by default in Cisco Unified Communications Manager 9.0.1 and later.

            Step 8   Select Save.

            A message is displayed to confirm successful configuration. The Associate Information section becomes available on the Phone Configuration window.


            What to Do Next

            Add a directory number to the device and save the configuration.

            Add a Directory Number to the Device

            You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

            Procedure
              Step 1   Locate the Association Information section on the Phone Configuration window.
              Step 2   Select Add a new DN.

              The Directory Number Configuration window opens.

              Step 3   Specify a directory number in the Directory Number field.
              Step 4   Specify all other required configuration settings as appropriate.
              Step 5   Associate end users with the directory number as follows:
              1. Locate the Users Associated with Line section.
              2. Select Associate End Users.

                The Find and List Users dialog box opens.

              3. Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
              4. Select the appropriate users from the list.
              5. Select Add Selected.

                The selected users are added to the voicemail profile.

              Step 6   Select Save.
              Step 7   Select Apply Config.

              The Apply Configuration window opens.

              Step 8   Follow the prompts on the Apply Configuration window to apply the configuration.

              Set Up Secure Phone Capabilities

              You can optionally set up secure phone capabilities for CSF devices. Secure phone capabilities provide secure SIP signaling, secure media streams, and encrypted device configuration files.

              Configure the Security Mode

              To use secure phone capabilities, you must configure the Cisco Unified Communications Manager security mode using the Cisco CTL Client. You cannot use secure phone capabilities with the nonsecure security mode. At a minimum, you must use mixed mode security.

              Mixed mode security:
              • Allows authenticated, encrypted, and nonsecure phones to register with Cisco Unified Communications Manager.
              • Cisco Unified Communications Manager supports both RTP and SRTP media.
              • Authenticated and encrypted devices use secure port 5061 to connect to Cisco Unified Communications Manager.

              See the Cisco Unified Communications Manager Security Guide for instructions on configuring mixed mode with the Cisco CTL Client.

              Create a Phone Security Profile

              The first step to setting up secure phone capabilities is to create a phone security profile that you can apply to the device.

              Before You Begin

              Configure the Cisco Unified Communications Manager security to use mixed mode.

              Procedure
                Step 1   Select System > Security > Phone Security Profile.
                Step 2   Select Add New.
                Step 3   Select Cisco Unified Client Services Framework from the Phone Security Profile Type drop-down list and then select Next.

                The Phone Security Profile Configuration window opens.


                Configure the Phone Security Profile

                After you add a phone security profile, you must configure it to suit your requirements.

                Procedure
                  Step 1   Specify a name for the phone security profile in the Name field on the Phone Security Profile Configuration window.
                  Step 2   Specify values for the phone security profile as follows:
                  Device Security Mode
                  Select one of the following:
                  • Authenticated
                  • Encrypted
                  Transport Type
                  Leave the default value of TLS.
                  TFTP Encrypted Config
                  Select this checkbox to encrypt the CSF device configuration file that resides on the TFTP server.
                  Authentication Mode
                  Select By Authentication String.
                  Key Size (Bits)
                  Select the appropriate key size for the certificate.
                  Note   

                  Key size refers to the bit length of the public and private keys that the client generates during the CAPF enrollment process. The client has been tested using authentication strings with 1024 bit length keys. The client requires more time to generate 2048 bit length keys than 1024 bit length keys. As a result, if you select 2048, you should expect it to take longer to complete the CAPF enrollment process.

                  SIP Phone Port
                  Leave the default value.

                  The client always uses port 5061 to connect to Cisco Unified Communications Manager when you apply a secure phone profile. The port that you specify in this field only takes effect if you select Non Secure as the value for Device Security Mode.

                  Step 3   Select Save.

                  Configure CSF Devices

                  Add the phone security profile to the devices and complete other configuration tasks for secure phone capabilities.

                  Procedure
                    Step 1   Open the CSF device configuration window.
                    1. Select Device > Phone.

                      The Find and List Phones window opens.

                    2. Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
                    3. Select the CSF device from the list.

                      The Phone Configuration window opens.

                    Step 2   Select Allow Control of Device from CTI in the Device Information section.
                    Step 3   Select Save.
                    Step 4   Locate the Protocol Specific Information section.
                    Step 5   Select the phone security profile from the Device Security Profile drop-down list.
                    Step 6   Select Save.

                    At this point in the secure phone set up, existing users can no longer use their CSF devices. You must complete the secure phone set up for users to be able to access their CSF devices.

                    What to Do Next

                    Specify the certificate settings and generate the authentication string for users.

                    Specify Certificate Settings

                    Specify certificate settings in the CSF device configuration and generate the authentication strings that you provide to users.

                    Procedure
                      Step 1   Locate the Certification Authority Proxy Function (CAPF) Information section on the Phone Configuration window.
                      Step 2   Specify values as follows:
                      Certificate Operation
                      Select Install/Upgrade.
                      Authentication Mode
                      Select By Authentication String.
                      Key Size (Bits)
                      Select the same key size that you set in the phone security profile.
                      Operation Completes By
                      Specify an expiration value for the authentication string or leave as default.
                      Step 3   Select Save.
                      Step 4   Create the authentication string.
                      You can do one of the following:
                      • Select Generate String in the Certification Authority Proxy Function (CAPF) Information section.
                      • Enter a custom string in the Authentication String field.

                      What to Do Next

                      Provide users with the authentication string.

                      Provide Users with Authentication Strings

                      Users must specify the authentication string in the client interface to access their CSF devices and securely register with Cisco Unified Communications Manager.

                      When users enter the authentication string in the client interface, the CAPF enrollment process begins.

                      Note


                      The time it takes for the enrollment process to complete can vary depending on the specifications of the user's computer and the current load for Cisco Unified Communications Manager. It can take up to one minute for the client to complete the CAPF enrollment process.


                      The client displays an error if:
                      • Users enter an incorrect authentication string. Users can attempt to enter authentication strings again to complete the CAPF enrollment. However, if a user continually enters an incorrect authentication string, the client might reject any string the user enters, even if the string is correct. In this case, you must generate a new authentication string on the user's CSF device and then provide it to the user.
                      • Users do not enter the authentication string before the expiration time you set in the Operation Completes By field. In this case, you must generate a new authentication string on the user's CSF device. The users must then enter that authentication string before the expiration time.
                      Important:
                      When you configure the end users in Cisco Unified Communications Manager, you must add them to the following user groups:
                      • Standard CCM End Users
                      • Standard CTI Enabled
                      Users must not belong to the following user group:
                      • Standard CTI Secure Connection

                      Secure Phone Details

                      Secure Connections
                      If you enable secure phone capabilities, then:
                      • SIP connections between CSF devices and Cisco Unified Communications Manager are over TLS.
                        • If you select Authenticated as the value for the Device Security Mode field on the phone security profile, the SIP connection is over TLS using NULL-SHA encryption.
                        • If you select Encrypted as the value for the Device Security Mode field on the phone security profile, the SIP connection is over TLS using AES 128/SHA encryption.
                      • Mutual TLS ensures that only CSF devices with the correct certificates can register to Cisco Unified Communications Manager. Likewise, CSF devices can register only to Cisco Unified Communications Manager instances that provide the correct certificate.

                      If you enable secure phone capabilities for users, their CSF device connections to Cisco Unified Communications Manager are secure. If the other end point also has a secure connection to Cisco Unified Communications Manager, then the call can be secure. However, if the other end point does not have a secure connection to Cisco Unified Communications Manager, then the call is not secure.

                      Encrypted Media
                      If you select Encrypted as the value for the Device Security Mode field on the phone security profile, the client uses Secure Realtime Transport Protocol (SRTP) to offer encrypted media streams as follows:
                      Media Stream Encryption
                      Main video stream Can be encrypted
                      Main audio stream Can be encrypted
                      Presentation video stream

                      Refers to video desktop sharing using BFCP.

                      Not encrypted
                      BFCP application stream

                      Refers to BFCP flow control.

                      Not encrypted
                      The ability to encrypt media depends on if the other end points also encrypt media, as in the following examples:
                      • You enable media encryption for user A and user B. In other words, Device Security Mode is set to Encrypted on the phone security profile for the users' CSF devices.
                      • You do not enable media encryption for user C. In other words, Device Security Mode is set to Authenticated on the phone security profile for the user's CSF device.
                      • User A calls user B. The client encrypts the main video stream and audio stream.
                      • User A calls user C. The client does not encrypt the main video stream and audio stream.
                      • User A, user B, and user C start a conference call. The client does not encrypt the main video stream or audio stream for any user.

                      Note


                      The client displays a lock icon when it can use SRTP for encrypted media streams to other secured clients or conference bridges.

                      However, not all versions of Cisco Unified Communications Manager provide the ability to display the lock icon. If the version of Cisco Unified Communications Manager you are using does not provide this ability, the client cannot display a lock icon even when it sends encrypted media.


                      Stored Files
                      The client stores the following files for secure phone capabilities:
                      • Certificate trust list (.tlv)
                      • Locally significant certificate (.lsc)
                      • Private key for the CSF device (.key)

                      The client downloads and stores certificate trust lists whenever you configure Cisco Unified Communications Manager security as mixed mode. Certificate trust lists enable the client to verify the identity of Cisco Unified Communications Manager servers.

                      The client saves the locally significant certificates and private keys after users successfully enter the authentication code and complete the enrollment process. The locally significant certificate and private key enable the client to establish mutual TLS connections with Cisco Unified Communications Manager.

                      Note


                      The client encrypts the private key before saving it to the file system.


                      The client stores these files in the following folder: %User_Profile%\AppData\Roaming\Cisco\Unified Communications\Jabber\CSF\Security

                      Because the client stores the files in the user's Roaming folder, users can log in to any Microsoft Windows account on the Windows domain to register their CSF devices.

                      Conference Calls

                      On conference, or multi-party, calls, the conferencing bridge must support secure phone capabilities. If the conferencing bridge does not support secure phone capabilities, calls to that bridge are not secure. Likewise, all parties must support a common encryption algorithm for the client to encrypt media on conference calls.

                      CSF device security reverts to the lowest level available on multi-party calls. For example, user A, user B, and user C join a conference call. User A and user B have CSF devices with secure phone capabilities. User C has a CSF device without secure phone capabilities. In this case, the call is not secure for all users.

                      Sharing Secure CSF Devices between Clients

                      Clients that do not support secure phone capabilities cannot register to secure CSF devices.

                      Multiple Users on a Shared Microsoft Windows Account

                      Multiple users can have unique credentials for the client and share the same Windows account. However, the secure CSF devices are restricted to the Windows account that the users share. Users who share the same Windows account cannot make calls with their secure CSF devices from different Windows accounts.

                      You should ensure that multiple users who share the same Windows account have CSF devices with unique names. Users cannot register their CSF devices if they share the same Windows account and have CSF devices with identical names, but connect to different Cisco Unified Communications Manager clusters.

                      For example, user A has a CSF device named CSFcompanyname and connects to cluster 1. User B has a CSF device named CSFcompanyname and connects to cluster 2. In this case, a conflict occurs for both CSF devices. Neither user A or user B can register their CSF devices after both users log in to the same Windows account.

                      Multiple Users on a Shared Computer

                      The client caches the certificates for each user's secure CSF device in a location that is unique to each Windows user. When a user logs in to their Windows account on the shared computer, that user can access only the secure CSF device that you provision to them. That user cannot access the cached certificates for other Windows users.

                      Create Desk Phone Devices

                      Cisco UC Integration for Microsoft Lync users can use their computers to control desk phone and place audio calls. This topic describes how to create desk phone devices on Cisco Unified Communications Manager.

                      Procedure
                        Step 1   Open the Cisco Unified CM Administration interface.
                        Step 2   Select Device > Phone.

                        The Find and List Phones window opens.

                        Step 3   Select Add New.
                        Step 4   Select the appropriate device from the Phone Type drop-down list and then select Next.

                        The Phone Configuration window opens.

                        Step 5   Complete the following steps in the Device Information section:
                        1. Enter a meaningful description in the Description field.

                          The client displays device descriptions to users. If users have multiple devices of the same model, the descriptions help users tell the difference between multiple devices.

                        2. Select Allow Control of Device from CTI.

                          If you do not select Allow Control of Device from CTI, users cannot control the desk phone.

                        Step 6   Complete the following steps to enable desk phone video capabilities:
                        1. Locate the Product Specific Configuration Layout section.
                        2. Select Enabled from the Video Capabilities drop-down list.
                          Note   

                          If possible, you should enable desk phone video capabilities on the device configuration. However, certain phone models do not include the Video Capabilities drop-down list at the device configuration level. In this case, you should open the Common Phone Profile Configuration window and then select Enabled from the Video Calling drop-down list.

                        See Desk Phone Video Configuration for more information about desk phone video.

                        Step 7   Specify all other configuration settings on the Phone Configuration window as appropriate.

                        See the Cisco Unified Communications Manager documentation for more information about the configuration settings on the Phone Configuration window.

                        Step 8   Select Save.

                        An message displays to inform you if the device is added successfully. The Association Information section becomes available on the Phone Configuration window.


                        What to Do Next

                        Add a directory number to the device and apply the configuration.

                        Desk Phone Video Configuration

                        Desk phone video capabilities let users receive video transmitted to their desk phone devices on their computers.

                        Set Up Desk Phone Video

                        To set up desk phone video, you must complete the following steps:
                        1. Physically connect the computer to the computer port on the desk phone device. You must physically connect the computer to the desk phone device through the computer port so the application can establish a connection to the device. You cannot use desk phone video capabilities with wireless connections to desk phone devices.

                          Tip


                          If users have both wireless and wired connections available, they should configure Microsoft Windows so that wireless connections do not take priority over wired connections. See the following Microsoft documentation for more information: An explanation of the Automatic Metric feature for Internet Protocol routes.


                        2. Enable the desk phone device for video in Cisco Unified Communications Manager. See the Create Desk Phone Devices topic for instructions.
                        3. Install Cisco Media Services Interface on the computer.
                          Cisco Media Services Interface provides the Cisco Discover Protocol (CDP) driver that enables the application to do the following:
                          • Discover the desk phone device.
                          • Establish and maintain a connection to the desk phone device using the CAST protocol.

                          Note


                          Download the Cisco Media Services Interface installation program from Cisco.com.


                        Desk Phone Video Considerations

                        Review the following considerations and limitations before you provision desk phone video capabilities:
                        • Cisco UC Integration for Microsoft Lync does not support desk phone video capabilities on Microsoft Windows Vista.
                        • You cannot use desk phone video capabilities on devices if video cameras are attached to the devices, such as a Cisco Unified IP Phone 9971. You can use desk phone video capabilities if you remove video cameras from the devices.
                        • You cannot use desk phone video capabilities with devices that do not support CTI.
                        • Video desktop sharing, using the BFCP protocol, is not supported with desk phone video.
                        • It is not possible for endpoints that use SCCP to receive video only. SCCP endpoints must send and receive video. Instances where SCCP endpoints do not send video result in audio only calls.
                        • 7900 series phones must use SCCP for desk phone video capabilities. 7900 series phones cannot use SIP for desk phone video capabilities.
                        • If a user initiates a call from the keypad on a desk phone device, the call starts as an audio call on the desk phone device. Cisco UC Integration for Microsoft Lync then escalates the call to video. For this reason, you cannot make video calls to devices that do not support escalation, such as H.323 endpoints. To use desk phone video capabilities with devices that do not support escalation, users should initiate calls from Cisco UC Integration for Microsoft Lync.
                        • A compatibility issue exists with Cisco Unified IP Phones that use firmware version SCCP45.9-2-1S. You must upgrade your firmware to version SCCP45.9-3-1 to use desk phone video capabilities.
                        • Some antivirus or firewall applications, such as Symantec EndPoint Protection, block inbound CDP packets, which disables desk phone video capabilities. You should configure your antivirus or firewall application to allow inbound CDP packets. The following article provides additional details about this issue: http:/​/​www.symantec.com/​docs/​TECH105234
                        If you encounter an error that indicates desk phone video capabilities are unavailable or the desk phone device is unknown, do the following:
                        1. Ensure you enable the desk phone device for video in Cisco Unified Communications Manager.
                        2. Reset the physical desk phone.
                        3. Exit Cisco UC Integration for Microsoft Lync.
                        4. Run services.msc on the computer where you installed Cisco UC Integration for Microsoft Lync.
                        5. Restart Cisco Media Services Interface.
                        6. Restart Cisco UC Integration for Microsoft Lync.

                        Add a Directory Number to the Device

                        You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

                        Procedure
                          Step 1   Locate the Association Information section on the Phone Configuration window.
                          Step 2   Select Add a new DN.

                          The Directory Number Configuration window opens.

                          Step 3   Specify a directory number in the Directory Number field.
                          Step 4   Specify all other required configuration settings as appropriate.
                          Step 5   Associate end users with the directory number as follows:
                          1. Locate the Users Associated with Line section.
                          2. Select Associate End Users.

                            The Find and List Users dialog box opens.

                          3. Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                          4. Select the appropriate users from the list.
                          5. Select Add Selected.

                            The selected users are added to the voicemail profile.

                          Step 6   Select Save.
                          Step 7   Select Apply Config.

                          The Apply Configuration window opens.

                          Step 8   Follow the prompts on the Apply Configuration window to apply the configuration.

                          Enable Video Rate Adaptation

                          Cisco UC Integration for Microsoft Lync uses video rate adaptation to negotiate optimum video quality. Video rate adaptation dynamically increases or decreases video quality based on network conditions.

                          To use video rate adaptation, you must enable Real-Time Transport Control Protocol (RTCP) on Cisco Unified Communications Manager.

                          Note


                          RTCP is enabled on software phone devices by default. However, you must enable RTCP on desk phone devices.


                          Enable RTCP on Common Phone Profiles

                          You can enable RTCP on a common phone profile to enable video rate adaptation on all devices that use the profile.

                          Procedure
                            Step 1   Open the Cisco Unified CM Administration interface.
                            Step 2   Select Device > Device Settings > Common Phone Profile.

                            The Find and List Common Phone Profiles window opens.

                            Step 3   Specify the appropriate filters in the Find Common Phone Profile where field and then select Find to retrieve a list of profiles.
                            Step 4   Select the appropriate profile from the list.

                            The Common Phone Profile Configuration window opens.

                            Step 5   Locate the Product Specific Configuration Layout section.
                            Step 6   Select Enabled from the RTCP drop-down list.
                            Step 7   Select Save.

                            Enable RTCP on Device Configurations

                            You can enable RTCP on specific device configurations instead of a common phone profile. The specific device configuration overrides any settings you specify on the common phone profile.

                            Procedure
                              Step 1   Open the Cisco Unified CM Administration interface.
                              Step 2   Select Device > Phone.

                              The Find and List Phones window opens.

                              Step 3   Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of phones.
                              Step 4   Select the appropriate phone from the list.

                              The Phone Configuration window opens.

                              Step 5   Locate the Product Specific Configuration Layout section.
                              Step 6   Select Enabled from the RTCP drop-down list.
                              Step 7   Select Save.

                              Add a Remote Destination

                              Remote destinations represent the available CTI controllable devices.

                              You should add a remote destination through the Cisco Unified CM Administration interface if you plan to provision users with dedicated CTI remote devices. This task ensures that users can automatically control their phones and place calls when they start the application.

                              If you plan to provision users with CTI remote devices along with software phone devices and desk phone devices, you should not add a remote destination through the Cisco Unified CM Administration interface. Users can enter remote destinations through the client interface.


                              Note


                              • The application supports only one remote destination per user. You should not add two or more remote destinations for a user.
                              • Cisco Unified Communications Manager does not verify if it can route remote destinations that you add through the Cisco Unified CM Administration interface. For this reason, you must ensure that Cisco Unified Communications Manager can route the remote destinations you add.
                              • Cisco Unified Communications Manager automatically applies application dial rules to all remote destination numbers for CTI remote devices. For more information about application dial rules, see Dial Plan Mapping.

                              Procedure
                                Step 1   Open the Cisco Unified CM Administration interface.
                                Step 2   Select Device > Phone.

                                The Find and List Phones window opens.

                                Step 3   Specify the appropriate filters in the Find Phone where field to and then select Find to retrieve a list of phones.
                                Step 4   Select the CTI remote device from the list.

                                The Phone Configuration window opens.

                                Step 5   Locate the Associated Remote Destinations section.
                                Step 6   Select Add a New Remote Destination.

                                The Remote Destination Information window opens.

                                Step 7   Specify JabberRD in the Name field.
                                Restriction:

                                You must specify JabberRD in the Name field. The application uses only the JabberRD remote destination. If you specify a name other than JabberRD, users cannot access that remote destination.

                                The application automatically sets the JabberRD name when users add remote destinations through the client interface.
                                Step 8   Enter the destination number in the Destination Number field.
                                Step 9   Specify all other values as appropriate.

                                See the Remote destination configuration settings topic in the Cisco Unified Communications Manager documentation for more information.

                                Step 10   Select Save.

                                What to Do Next

                                Complete the following steps to verify the remote destination and apply the configuration to the CTI remote device:
                                1. Repeat the steps to open the Phone Configuration window for the CTI remote device.
                                2. Locate the Associated Remote Destinations section.
                                3. Verify the remote destination is available.
                                4. Select Apply Config.

                                Note


                                The Device Information section on the Phone Configuration window contains a Active Remote Destination field.

                                When users select a remote destination in Cisco UC Integration for Microsoft Lync, it displays as the value of Active Remote Destination.

                                none displays as the value of Active Remote Destination if:
                                • Users do not select a remote destination in the application.
                                • Users exit or are not signed in to the application.

                                Add a CTI Service

                                The CTI service enables Cisco UC Integration for Microsoft Lync users to control devices.

                                Procedure
                                  Step 1   Open the Cisco Unified CM Administration interface.
                                  Step 2   Select User Management > User Settings > UC Service.

                                  The Find and List UC Services window opens.

                                  Step 3   Select Add New.

                                  The UC Service Configuration window opens.

                                  Step 4   In the Add a UC Service section, select CTI from the UC Service Type drop-down list.
                                  Step 5   Select Next.
                                  Step 6   Provide details for the instant messaging and presence service as follows:
                                  1. Specify a name for the service in the Name field.

                                    The name you specify displays when you add services to profiles. Ensure the name you specify is unique, meaningful, and easy to identify.

                                  2. Specify an optional description in the Description field.
                                  3. Specify the CTI service address in the Host Name/IP Address field.
                                  4. Specify the port number for the CTI service in the Port field.
                                  Step 7   Select Save.

                                  Apply CTI Service

                                  After you add a CTI service on Cisco Unified Communications Manager, you must apply it to a service profile so that Cisco UC Integration for Microsoft Lync can retrieve the settings.

                                  Before You Begin

                                  Create a service profile.

                                  Procedure
                                    Step 1   Open the Cisco Unified CM Administration interface.
                                    Step 2   Select User Management > User Settings > Service Profile.

                                    The Find and List Service Profiles window opens.

                                    Step 3   Find and select your service profile.

                                    The Service Profile Configuration window opens.

                                    Step 4   In the CTI Profile section, select up to three services from the following drop-down lists:
                                    • Primary
                                    • Secondary
                                    • Tertiary
                                    Step 5   Select Save.

                                    Related Information

                                    Configure User Associations

                                    You must associate users with software phone and desk phone devices on Cisco Unified Communications Manager. Associating users with devices allows the users to access those devices and send or receive audio and video calls.

                                    In addition to associating users with devices, you must also add users to the appropriate user groups.

                                    Procedure
                                      Step 1   Open the Cisco Unified CM Administration interface.
                                      Step 2   Select User Management > End User.

                                      The Find and List Users window opens.

                                      Step 3   Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                                      Step 4   Select the appropriate user from the list.

                                      The End User Configuration window opens.

                                      Step 5   Locate the Device Information section.
                                      Step 6   Select Device Association.

                                      The User Device Association window opens.

                                      Step 7   Select the devices to which you want to associate the user.
                                      Step 8   Select Save Selected/Changes.
                                      Step 9   Select User Management > End User and return to the Find and List Users window.
                                      Step 10   Find and select the same user from the list.

                                      The End User Configuration window opens.

                                      Step 11   Locate the Permissions Information section.
                                      Step 12   Select Add to User Group.

                                      The Find and List User Groups dialog box opens.

                                      Step 13   Select the groups to which you want to assign the user.
                                      At a minimum you should assign the user to the following groups:
                                      • Standard CCM End Users
                                      • Standard CTI Enabled
                                      Certain phone models require additional groups, as follows:
                                      • Cisco Unified IP Phone 9900 or 8900 series, select Standard CTI Allow Control of Phones supporting Connected Xfer and conf.
                                      • Cisco Unified IP Phone 6900 series, select Standard CTI Allow Control of Phones supporting Rollover Mode.
                                      Step 14   Select Add Selected.

                                      The Find and List User Groups window closes.

                                      Step 15   Select Save on the End User Configuration window.

                                      Reset Devices

                                      You should reset devices after you add software phones and desk phones and associate users with those devices.

                                      Procedure
                                        Step 1   Open the Cisco Unified CM Administration interface.
                                        Step 2   Select Device > Phone.

                                        The Find and List Phones window opens.

                                        Step 3   Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
                                        Step 4   Select the appropriate device from the list.

                                        The Phone Configuration window opens.

                                        Step 5   Locate the Association Information section.
                                        Step 6   Select the appropriate directory number configuration.

                                        The Directory Number Configuration window opens.

                                        Step 7   Select Reset.

                                        The Device Reset dialog box opens.

                                        Step 8   Select Reset.
                                        Step 9   Select Close to close the Device Reset dialog box.

                                        Dial Plan Mapping

                                        You configure dial plan mapping on Cisco Unified Communications Manager to ensure that dialing rules on Cisco Unified Communications Manager match dialing rules on your directory.

                                        Review the Dial Rules Overview topic in the Cisco Unified Communications Manager documentation for more information on configuring dial plan mapping.

                                        Application Dial Rules

                                        Application dial rules automatically add or remove digits in phone numbers that users dial. Application dialing rules manipulate numbers that users dial from the application.

                                        For example, you can configure a dial rule that automatically adds the digit 9 to the start of a 7 digit phone number to provide access to outside lines.

                                        Directory Lookup Dial Rules

                                        Directory lookup dial rules transform caller ID numbers into numbers that Cisco UC Integration for Microsoft Lync can lookup in the directory. Each directory lookup rule you define specifies which numbers to transform based on the initial digits and the length of the number.

                                        For example, you can create a directory lookup rule that automatically removes the area code and two digit prefix digits from 10 digit telephone numbers. An example of this type of rule is to transform 4089023139 into 23139.

                                        Publish Dial Rules

                                        Cisco Unified Communications Manager versions 8.5 and lower do not automatically publish dial rules to the client. For this reason, you must deploy a COP file to publish your dial rules.This COP file copies your dial rules from the Cisco Unified Communications Manager database to an XML file on your TFTP server. The client can then download that XML file and access your dial rules.

                                        Before You Begin
                                        1. Create your dial rules in Cisco Unified Communications Manager.
                                        2. Download the Cisco UC Integration for Microsoft Lync administration package from Cisco.com.
                                        3. Copy cmterm-csf-dialrule-wizard-0.1.cop.sgn from the Cisco UC Integration for Microsoft Lync administration package to your file system.
                                        Procedure
                                          Step 1   Open the Cisco Unified OS Administration interface.
                                          Step 2   Select Software Upgrades > Install/Upgrade.
                                          Step 3   Specify the location of cmterm-csf-dialrule-wizard-0.1.cop.sgn in the Software Installation/Upgrade window.
                                          Step 4   Select Next.
                                          Step 5   Select cmterm-csf-dialrule-wizard-0.1.cop.sgn from the Available Software list.
                                          Step 6   Select Next and then select Install.
                                          Step 7   Restart the TFTP service.
                                          Step 8   Open the dial rules XML files in a browser to verify that they are available on your TFTP server.
                                          1. Navigate to http://tftp_server_address:6970/CUPC/AppDialRules.xml.
                                          2. Navigate to http://tftp_server_address:6970/CUPC/DirLookupDialRules.xml.

                                          If you can access AppDialRules.xml and DirLookupDialRules.xml with your browser, the client can download your dial rules.

                                          Step 9   Repeat the preceding steps for each Cisco Unified Communications Manager instance that runs a TFTP service.

                                          What to Do Next

                                          After you repeat the preceding steps on each Cisco Unified Communications Manager instance, restart Cisco UC Integration for Microsoft Lync.

                                          Set Up Voicemail

                                          Setting up voicemail enables users to receive voice mail messages and redirect incoming audio calls to the voicemail service. As part of the task of setting up voicemail, you can also configure a mailstore to enable visual voicemail in the client.

                                          Add a Voicemail Service

                                          Allow users to receive voice messages.

                                          Procedure
                                            Step 1   Open the Cisco Unified CM Administration interface.
                                            Step 2   Select User Management > User Settings > UC Service.

                                            The Find and List UC Services window opens.

                                            Step 3   Select Add New.

                                            The UC Service Configuration window opens.

                                            Step 4   In the Add a UC Service section, select Voicemail from the UC Service Type drop-down list.
                                            Step 5   Select Next.
                                            Step 6   Specify details for the voicemail service as follows:
                                            Product Type

                                            Select Unity Connection.

                                            Name

                                            Enter a descriptive name for the server, for example, PrimaryVoicemailServer.

                                            Description

                                            Enter an optional description.

                                            Hostname/IP Address
                                            Enter the address of the voicemail server in one of the following formats:
                                            • Hostname
                                            • IP Address
                                            • FQDN
                                            Port

                                            Enter the port to connect to the voicemail server.

                                            Protocol Type

                                            Select the appropriate protocol.

                                            Step 7   Select Save.

                                            What to Do Next

                                            Add the voicemail service to your service profile.

                                            Apply Voicemail Service

                                            After you add a voicemail service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

                                            Before You Begin

                                            Create a service profile if none already exist or you require a separate service profile for voicemail.

                                            Procedure
                                              Step 1   Open the Cisco Unified CM Administration interface.
                                              Step 2   Select User Management > User Settings > Service Profile.

                                              The Find and List Service Profiles window opens.

                                              Step 3   Find and select your service profile.

                                              The Service Profile Configuration window opens.

                                              Step 4   Configure the Voicemail Profile section as follows:
                                              1. Select up to three services from the following drop-down lists:
                                                • Primary
                                                • Secondary
                                                • Tertiary
                                              2. To synchronize credentials with the voicemail service, select Unified CM - IM and Presence from the Credentials source for voicemail service drop-down list.

                                                Unified CM - IM and Presence uses the instant messaging and presence credentials to log in to the voicemail service. As a result, users do not need to enter their credentials for voicemail services in the client.

                                                Note   

                                                Do not select Web conferencing. This option uses the conferencing credentials to log in to the voicemail service. You cannot currently synchronize with conferencing credentials.

                                              Step 5   Select Save.

                                              Add a Mailstore Service

                                              The mailstore service provides users with visual voicemail capabilities.

                                              Procedure
                                                Step 1   Open the Cisco Unified CM Administration interface.
                                                Step 2   Select User Management > User Settings > UC Service.

                                                The Find and List UC Services window opens.

                                                Step 3   Select Add New.

                                                The UC Service Configuration window opens.

                                                Step 4   In the Add a UC Service section, select MailStore from the UC Service Type drop-down list.
                                                Step 5   Select Next.
                                                Step 6   Provide details for the mailstore service as follows:
                                                Name

                                                Enter a descriptive name for the server, for example, PrimaryMailStoreServer.

                                                Description

                                                Enter an optional description.

                                                Hostname/IP Address
                                                Enter the address of the mailstore server in one of the following formats:
                                                • Hostname
                                                • IP Address
                                                • FQDN
                                                Port

                                                Enter the port to connect to the mailstore server.

                                                Protocol Type

                                                Select the appropriate protocol.

                                                Step 7   Select Save.

                                                What to Do Next

                                                Add the mailstore service to your service profile.

                                                Apply Mailstore Service

                                                After you add a mailstore service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

                                                Before You Begin

                                                Create a service profile if none already exist or you require a separate service profile for the mailstore service.

                                                Procedure
                                                  Step 1   Open the Cisco Unified CM Administration interface.
                                                  Step 2   Select User Management > User Settings > Service Profile.

                                                  The Find and List Service Profiles window opens.

                                                  Step 3   Find and select your service profile.

                                                  The Service Profile Configuration window opens.

                                                  Step 4   Configure the MailStore Profile section as follows:
                                                  1. Select up to three services from the following drop-down lists:
                                                    • Primary
                                                    • Secondary
                                                    • Tertiary
                                                  2. Specify appropriate values for the following fields:
                                                    • Inbox Folder
                                                    • Trash Folder
                                                    • Polling Interval
                                                  3. Select the Allow dual folder mode if your mailstore supports IMAP UIDPLUS extensions.
                                                  Step 5   Select Save.

                                                  Configure Retrieval and Redirection

                                                  Configure retrieval so that users can access voice mail messages in the client interface. Configure redirection so that users can send incoming calls to voice mail. You configure retrieval and redirection on Cisco Unified Communications Manager.

                                                  Procedure
                                                    Step 1   Open the Cisco Unified CM Administration interface.
                                                    Step 2   Configure the voicemail pilot.
                                                    1. Select Advanced Features > Voice Mail > Voice Mail Pilot.

                                                      The Find and List Voice Mail Pilots window opens.

                                                    2. Select Add New.

                                                      The Voice Mail Pilot Configuration window opens.

                                                    3. Specify the appropriate details on the Voice Mail Pilot Configuration window.
                                                    4. Select Save.
                                                    Step 3   Add the voicemail pilot to the voicemail profile.
                                                    1. Select Advanced Features > Voice Mail > Voice Mail Profile.

                                                      The Find and List Voice Mail Mail Profiles window opens.

                                                    2. Specify the appropriate filters in the Find Voice Mail Profile where Voice Mail Profile Name field and then select Find to retrieve a list of profiles.
                                                    3. Select the appropriate profile from the list.

                                                      The Voice Mail Pilot Configuration window opens.

                                                    4. Select the voicemail pilot from the Voice Mail Pilot drop-down list.
                                                    5. Select Save.
                                                    Step 4   Specify the voicemail profile in the directory number configuration.
                                                    1. Select Device > Phone.

                                                      The Find and List Phones window opens.

                                                    2. Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
                                                    3. Select the appropriate device from the list.

                                                      The Phone Configuration window opens.

                                                    4. Locate the Association Information section.
                                                    5. Select the appropriate device number.

                                                      The Directory Number Configuration window opens.

                                                    6. Locate the Directory Number Settings section.
                                                    7. Select the voicemail profile from the Voice Mail Profile drop-down list.
                                                    8. Select Save.