Administration Guide for Cisco UC Integration for Microsoft Lync Release 9.2(2)
Server Setup
Downloads: This chapterpdf (PDF - 1.36MB) The complete bookPDF (PDF - 2.82MB) | The complete bookePub (ePub - 361.0KB) | Feedback

Server Setup

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.

              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:
                • 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 voicemail. 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.