Cisco Unified Communications Manager Administration Guide, Release 9.1(1)
Quick user and phone addition
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Quick user and phone addition

Quick user and phone addition

This chapters contains information to quickly add users and phones to Cisco Unified Communications Manager (Unified CM).

Quick user and phone addition configuration and settings

In Cisco Unified Communications Manager (Unified CM) Administration, use the User Management > User/Phone Add > Quick User/Phone Add menu path to configure a user, a phone, and a line appearance in a single, easy addition.

The Quick User/Phone Add window in Unified CM provides a single window that allows you to perform basic steps to add a new user and assign the phones to the user.

Before you add a user and phone from this window, ensure that you have performed the following prerequisites:
  • Set up a line (directory number)
  • Set up a universal device template
  • Set up a feature group template

Quick user and phone addition settings

The following table lists the quick user and phone addition settings.

Table 1 Quick user and phone addition settings
Field Description
User Information

First Name

Enter the end user first name.

Middle Name

Enter the end user middle name.

Last Name

Enter the end user last name.

User ID

Enter the end user identification name. Unified CM does not permit modifying the user ID after you create it.

Access Control Group Membership

User is a member of

Select the plus sign (+) next to this drop-down list box to list the access control groups (ACGs). You can assign this user as an ACG member. ACGs allow users with full access to configure different levels of access for Unified CM administrators. Full-access users configure the access of other users to Unified CM.

Tip   

Select the plus sign (+) again to add more ACGs for the user.

Device Creation

Feature Group Template

This drop-down list box lists the feature group templates to which you can assign this user. You can assign one template.

After you create the user and assign a feature group template, the Manage Devices button appears.

Note   

You have to add at least one extension before the Manage Devices button appears.

Credentials

Use default credential

Use this setting to select the default credential, so you do not have to type credentials into a field. When you select this setting, the default credential defined in the system default credential policy is used automatically during the user insertion. The password and PIN input and confirm text box is disabled.

Note   

This setting is not supported for the update user operation.

Password

Enter five or more alphanumeric or special characters for the user password. You may use the following special characters: =, +, <, >, #, ;, \, , "", and blank spaces.

Confirm Password

Enter the user password again.

PIN

Enter five or more numeric characters for the personal identification number (PIN).

Confirm PIN

Enter the PIN again.

Extensions

Extension

This field represents the extensions for the user. Extensions represent the lines that are added to a phone. These extensions are based on the available lines in the template. After you assign the first (primary) extension, the secondary extensions drop-down list box lists the available extensions.

To assist the administrator, the drop-down list box shows extensions as either "Available" or "Used."

Note   

You cannot add devices until you specify an extension.

Note   

You can add multiple extensions for the user. When you select the green plus sign (+) under Action, you can add more extensions and change their order of appearance.

Personal

Directory URI

Enter the directory uniform resource identifier (URI) for this user. A directory URI looks like an email address and follows the user@host format. It allows for others to find a user in a directory easily.

Number Displayed in Directory

Enter the user telephone number. This number shows up when you hit the company (local) directory button on your phone.

Email

Enter the user e-mail address.

Manager User Id

Enter the user ID of the manager.

Note   

The manager user ID that you enter does not have to exist in the same cluster as the user; therefore, Unified CM does not require that you enter a user ID that already exists in the database.

Department

Enter the user department information (for example, the department number or name).

Add new user and device

Procedure
    Step 1   Select Add New.

    The Quick User/Phone Add window is displayed.

    Step 2   Enter the appropriate settings.

    See topics related to quick user and phone addition for details.

    Step 3   Select Save.
    Step 4   Select Manage Devices.
    Step 5   Select Add New Phone.
    Step 6   Set the following fields:
    • Product Type
    • Device Protocol
    • Device Name
    • Universal Device Template
    • Is Extension Mobility Template
    Step 7   Select Save.

    The phone is added to the user.


    Add new user and existing device


    Note


    Unified CM uses the three universal device templates that you defined on the Feature Group Template window to define the characteristics of devices.


    Procedure
      Step 1   Select Add New.

      The Quick User/Phone Add window appears.

      Step 2   Enter the appropriate settings as described in Quick user and phone addition configuration and settings.
      Step 3   Select Save.

      The user is added to the Unified CM database.

      Step 4   Select Manage Devices.
      Step 5   Select Find a Phone to Move to This User.
      Step 6   Select the phone you want to associate to the user.
      Note   

      You can set search filters on the phone listing.

      Step 7   Select Move Selected.

      The phone is added to the user.


      Move device to a user


      Note


      Be aware that when a device is moved to the user, that device is disassociated from the previous user.


      Procedure
        Step 1   In Unified CM Administration, select User Management > User/Phone Add > Quick User/Phone Add

        The Find and List window appears. Records from an active (prior) query may also appear in the window.

        Step 2   From the first drop-down list box, select a search parameter.

        Example:Select First Name to search by the user first name.
        Step 3   From the second drop-down list box, select a search pattern.
        Step 4   Specify the appropriate search text, if applicable.
        Note   

        To add additional search criteria, select the + button. When you add criteria, the system searches for a record that matches all criteria that you specify. To remove criteria, select the - button to remove the last added criterion or select the Clear Filter button to remove all added search criteria.

        Step 5   Select Find.

        All matching records appear. You can change the number of items that appear on each page by choosing a different value from the Rows per Page drop-down list box.

        Step 6   Select the user to which you wish to move an existing device.

        The user profile appears.

        Step 7   Select the Manage Devices button.
        Step 8   Select the Find a Phone to Move to This User button.
        Step 9   Select the phone you want to associate to the user.
        Note   

        You can set search filters on the phone listing.

        Step 10   Select Move Selected.

        The phone is added to the user profile.