Cisco Unified SIP Phone 3905 Administration Guide for Cisco Unified Communications Manager 10.0
Cisco Unified Communications Manager phone setup
Downloads: This chapterpdf (PDF - 1.28MB) The complete bookPDF (PDF - 3.51MB) | The complete bookePub (ePub - 653.0KB) | Feedback

Cisco Unified Communications Manager phone setup

Cisco Unified Communications Manager phone setup

Phone configuration files

Configuration files for a phone are stored on the TFTP server and define parameters for connecting to Cisco Unified Communications Manager. In general, any time you make a change in Cisco Unified Communications Manager that requires the phone to be reset, a change is automatically made to the phone configuration file.

Configuration files also contain information about which image load the phone should be running. If this image load differs from the one currently loaded on a phone, the phone contacts the TFTP server to request the required load files.

If you configure security-related settings in Cisco Unified Communications Manager Administration, the phone configuration file will contain sensitive information. To ensure the privacy of a configuration file, you must configure it for encryption. For more information, see the "Configuring Encrypted Phone Configuration Files" chapter in Cisco Unified Communications Manager Security Guide. A phone requests a configuration file whenever it resets and registers with Cisco Unified Communications Manager.

A phone accesses a default configuration file named XmlDefault.cnf.xml from the TFTP server when the following conditions exist:

  • You have enabled autoregistration in Cisco Unified Communications Manager
  • The phone has not been added to the Cisco Unified Communications Manager database
  • The phone is registering for the first time

Set up Cisco Unified SIP Phone

If autoregistration is not enabled and the phone does not exist in the Cisco Unified Communications Manager database, you must configure the Cisco IP Phone in Cisco Unified Communications Manager manually. Some tasks in this procedure are optional, depending on your system and user needs.

For more information about Cisco Unified Communications Manager Administration, see Cisco Unified Communications Manager Administration Guide.

Perform the configuration steps in the following procedure using Cisco Unified Communications Manager Administration.

Procedure
    Step 1   Gather the following information about the phone:
    • Phone model
    • MAC address
    • Physical location of the phone
    • Name or user ID of phone user
    • Device pool
    • Partition, calling search space, and location information
    • Associated directory number (DN) to assign to the phone
    • Cisco Unified Communications Manager user to associate with the phone

    The information provides a list of configuration requirements for setting up phones and identifies preliminary configuration that you need to perform before configuring individual phones.

    For more information, see the "Cisco Unified IP Phones" chapter in the Cisco Unified Communications Manager System Guide and Telephony features.

    Step 2   Verify that you have sufficient unit licenses for your phone.

    For more information, go to the "License Unit Report" chapter in the Cisco Unified Communications ManagerAdministration Guide.

    Step 3   Define the phone button templates that determine the configuration of buttons on a phone. Select Device > Device Settings > Phone Button Template to create and update the templates.

    For more information, see the "Phone button template setup" chapter in the Cisco Unified Communications ManagerAdministration Guide .

    Step 4   Define the Device Pools. Select System > Device Pool.

    Device Pools define common characteristics for devices, such as region, date/time group, softkey template, and MLPP information. For information on Device Pool setup, see the "Device pool setup" chapter in the Cisco Unified Communications Manager Administration Guide .

    Step 5   Define the Common Phone Profile. Select Device > Device settings > Common Phone Profile.

    Common phone profiles provide data that the Cisco TFTP server requires, as well as common phone settings, such as Do Not Disturb and feature control options. For more information, see the "Common phone profile setup" chapter in the Cisco Unified Communications ManagerAdministration Guide.

    Step 6   Define a Calling Search Space. In Cisco Unified Communications Manager Administration, click Call Routing > Class of Control > Calling Search Space.

    A Calling Search Space is a collection of partitions that are searched to determine how a dialed number is routed. The calling search space for the device and the calling search space for the directory number are used together. The directory number CSS takes precedence over the device CSS. For more information, see the "Calling search space setup" chapter in the Cisco Unified Communications Manager Administration Guide.

    Step 7   Configure a security profile for the device type and protocol. Select System > Security > Phone Security Profile.

    For more information, see the "Phone security profile setup" chapter in the Cisco Unified Communications Manager Security Guide.

    Step 8   Set up the phone. Select Device > Phone.
    1. Locate the phone you want to modify or add a new phone.
    2. Configure the phone by completing the required fields in the Device Information pane of the Phone Configuration window.
      • MAC Address (required): Make sure that the value comprises 12 hexadecimal characters.
      • Description: Enter a useful description to help you if you need to search on information about this user.
      • Device Pool (required)
      • Phone Button Template: The phone button template determines the configuration of buttons on a phone.
      • Common Phone Profile
      • Calling Search Space
      • Location
      • Owner User ID

      The device with its default settings is added to the Cisco Unified Communications Manager database.

      For information about Product Specific Configuration fields, see the "?" Button Help in the Phone Configuration window.

      Note   

      If you want to add both the phone and user to the Cisco Unified Communications Manager database at the same time, see "End user phone addition" chapter in the Cisco Unified Communications Manager Guide.

    3. In the Protocol Specific Information area of this window, choose a Device Security Profile and set the security mode.
      Note   

      Choose a security profile based on the overall security strategy of the company. If the phone does not support security, choose a nonsecure profile.

    4. In the Extension Information area, check the Enable Extension Mobility check box if this phone supports Cisco Extension Mobility.
    5. Click Save.
    Step 9   Select Device > Phone to configure directory numbers (lines) on the phone by completing the required fields in the Directory Number Configuration window.
    1. Find the phone.
    2. In the Phone Configuration window, click Line 1 on the left pane of the window.
    3. In the Directory Number field, enter a valid number that can be dialed.
      Note    This field should contain the same number that appears in the Telephone Number field in the End User Configuration window.
    4. From the Route Partition drop-down list, choose the partition to which the directory number belongs. If you do not want to restrict access to the directory number, choose <None> for the partition.
    5. From the Calling Search Space drop-down list, choose the appropriate calling search space. The value that you choose applies to all devices that are using this directory number.
    6. In the Call Forward and Call Pickup Settings area, choose the items (for example, Forward All, Forward Busy Internal) and corresponding destinations to which calls should be sent.

      Example:

      If you want incoming internal and external calls that receive a busy signal to forward to the voice mail for this line, check the Voice Mail check box next to the Forward Busy Internal and Forward Busy External items in the left column of the Call Pickup and Call Forward Settings area.

    7. In the Line 1 on Device pane, configure the following fields:
      • Display (Internal Caller ID field): You can enter the first name and last name of the user of this device so that this name displays for all internal calls. Leave this field blank to have the system display the phone extension.
      • External Phone Number Mask: Indicate phone number (or mask) that is used to send Caller ID information when a call is placed from this line. You can enter a maximum of 24 numeric and "X" characters. The Xs represent the directory number and must appear at the end of the pattern.


      Example:

      If you specify a mask of 408902XXXX, an external call from extension 6640 displays a caller ID number of 4089026640.

      This setting applies only to the current device unless you check the check box at the right (Update Shared Device Settings) and click Propagate Selected. The check box at the right displays only if other devices share this directory number.

    8. Select Save.

    For more information, see the "Directory number setup" chapter in the Cisco Unified Communications Manager Administration Guide and see Telephony features.

    Step 10   Associate the user with a phone. Click Associate End Users at the bottom of the Phone Configuration window to associate a user to the line that is being configured.
    1. Use Find in conjunction with the Search fields to locate the user.
    2. check the box next to the user name, and click Add Selected.

      The user name and user ID appears in the Users Associated With Line pane of the Directory Number Configuration window.

    3. Select Save.
    4. Select Save.

      The user is now associated with Line 1 on the phone.

    5. If the phone has a second line, configure Line 2.
    Step 11   Associate the user with the device:
    1. Choose User Management > End User.
    2. Use the search boxes and Find to locate the user you have added.
    3. Click on the user ID.
    4. In the Directory Number Associations area of the screen, set the Primary Extension from the drop-down list.
    5. In the Mobility Information area, check the Enable Mobility box.
    6. In the Permissions Information area, use the Add to Access Control Group buttons to add this user to any user groups.

      For example, you may want to add the user to a group that is defined as a Standard CCM End User Group.

    7. To view the details of a group, select the group and click View Details.
    8. In the Extension Mobility area, check the Enable Extension Mobility Cross Cluster box if the user can use for Extension Mobility Cross Cluster service.
    9. In the Device Information area, click Device Associations.
    10. Use the Search fields and Find to locate the device that you want to associate to the user.
    11. Select the device, and click Save Selected/Changes.
    12. Click Go next to the "Back to User" Related link in the upper right corner of the screen.
    13. Select Save.
    Step 12   Customize the softkey templates. Select Device > Device Settings > Softkey Template.

    Use the page to add, delete, or change the order of softkey features that display on the user’s phone to meet feature usage needs.

    For more information, see the "Softkey template setup" and "Cisco Unified IP Phone setup" chapters in the Cisco Unified Communications ManagerAdministration Guide.

    Step 13   Configure speed-dial buttons and assign speed-dial numbers. Select Device > Phone.
    Note   

    Users can change speed-dial settings on their phones using their Self Care Portal.

    1. Find the phone you want to set up.
    2. In the Association Information area, click Add a new SD.
    3. Set up the speed dial information.
    4. Select Save.
    Step 14   Configure Cisco IP Phone services and assign services. Select Device > Device Settings > Phone Services.

    Provides IP Phone services to the phone.

    Note   

    Users can add or change services on their phones using the Cisco Unified Communications Self Care Portal.

    Step 15   (Optional)Assign services to programmable buttons. Select Device > Device Settings > Phone Button Profile.

    Provides access to an IP phone service or URL.

    Step 16   Add user information to the global directory for Cisco Unified Communications Manager. Select User Management > End User and configure the required fields. Required fields are indicated by an asterisk (*); for example, User ID and last name.
    Note   

    If your company uses a Lightweight Directory Access Protocol (LDAP) directory to store information on users, you can install and configure Cisco Unified Communications Manager to use your existing LDAP directory, see Corporate Directory setup. After the Enable Synchronization from the LDAP Server field is enabled, you will not be able to add additional users from Cisco Unified Communications Manager Administration.

    Note   

    If you want to add both the phone and user to the Cisco Unified Communications Manager database at the same time, see "End user phone addition" in Cisco Unified Communications ManagerAdministration Guide.

    1. Set the User ID and last name fields.
    2. Assign a password (for Self Care Portal).
    3. Assign a PIN (for Cisco Extension Mobility and Personal Directory).
    4. Associate the user with a phone.

      Provides users with control over their phone such a forwarding calls or adding speed-dial numbers or services.

      Note   

      Some phones, such as those in conference rooms, do not have an associated user.

    Step 17   Associate a user with a user group. Select User Management > User Settings > Access Control Group.

    Assigns users a common list of roles and permissions that apply to all users in a user group. Administrators can manage user groups, roles, and permissions to control the level of access (and, therefore, the level of security) for system users. For more information, see Add user to End User group.

    In order for end users to access the Cisco Unified Communications Self Care Portal, you must add users to the standard Cisco Communications Manager End Users group.

    For more information, see "End user setup" and "Access control group setup" in the Cisco Unified Communications ManagerAdministration Guide.


    Determine phone MAC address

    To add phones to the Cisco Unified Communications Manager, you must determine the MAC address of a Cisco IP Phone.

    Procedure
    Perform one of the following actions:
    • On the phone, press Applications > Phone Information, and look at the MAC Address field.
    • Look at the MAC label on the back of the phone.
    • Display the web page for the phone and click Device Information.

    Phone addition methods

    After you install the Cisco IP Phone, you can choose one of the following options to add phones to the Cisco Unified Communications Manager database.

    • Add phones individually using the Cisco Unified Communications Manager Administration
    • Add multiple phones using the Bulk Administration Tool (BAT)
    • Autoregistration
    • BAT and the Tool for Auto-Registered Phones Support (TAPS)

    Adding phones individually or using BAT require you to identify the MAC address for the phone. For more information, see Determine phone MAC address.

    For more information about the Bulk Administration Tool, see the Cisco Unified Communications Manager Bulk Administration Guide.

    Add phones individually

    Collect the MAC address and phone information for the phone that you will add to the Cisco Unified Communications Manager.

    Procedure
      Step 1   In Cisco Unified Communications Manager Administration, choose Device > Phone and click Add New.
      Step 2   Select the phone type.
      Step 3   Select Next.
      Step 4   If requested, select the Protocol and click Next.
      Step 5   Complete the information about the phone including the MAC Address.

      For complete instructions and conceptual information about Cisco Unified Communications Manager, see the "Cisco Unified Communications Manager overview" chapter in the Cisco Unified Communications Manager System Guide.

      Step 6   Select Save.

      Add phones using BAT phone template

      The Cisco Unified Communications Bulk Administration Tool (BAT) enables you to perform batch operations, including registration of multiple phones.

      To add phones using BAT only (not in conjunction with TAPS), you must obtain the appropriate MAC address for each phone.

      For detailed instructions about adding phones through the Bulk Administration menu, see the "Phone insertion" chapter of the Cisco Unified Communications Manager Bulk Administration Guide.

      For more information about using BAT, see the Cisco Unified Communications Manager Bulk Administration Guide. For more information about creating of BAT Phone Templates, see the "Phone template" chapter in the Cisco Unified Communications Manager Bulk Administration Guide.

      Procedure
        Step 1   From Cisco Unified Communications Administration, choose Bulk Administration > Phones > Phone Template.
        Step 2   Click Add New.
        Step 3   Choose a Phone Type and click Next.
        Step 4   If required, select the device protocol and select Next.
        Step 5   Enter the details of phone-specific parameters, such as Device Pool, Phone Button Template, Device Security Profile, and so on.
        Step 6   Click Save.
        Step 7   Select Device > Phone > Add New to add a phone using the BAT phone template.

        Add users to Cisco Unified Communications Manager

        You can display and maintain information about the users registered in Cisco Unified Communications Manager. Cisco Unified Communications Manager also allows each user to perform tasks:

        • Access the corporate directory and other customized directories from a Cisco IP Phone.
        • Create a personal directory.
        • Set up speed dial and call forwarding numbers.
        • Subscribe to services that are accessible from a Cisco IP Phone.
        Procedure
          Step 1   To add users individually, see Add user directly to Cisco Unified Communications Manager.
          Step 2   To add users in batches, use the Bulk Administration Tool. This method also enables you to set an identical default password for all users.

          For more information, see the "Cisco Unified Communications Manager Bulk Administration" chapter in the Cisco Unified Communications Manager Administration Guide.


          Add user from external LDAP directory

          If you added a user to an LDAP Directory (a non-Cisco Unified Communications Server directory), you can immediately synchronize the LDAP directory to the Cisco Unified Communications Manager on which you are adding the user and the user phone by following these steps:

          Procedure
            Step 1   Sign into Cisco Unified Communications Manager Administration.
            Step 2   Choose System > LDAP > LDAP Directory.
            Step 3   Use Find to locate your LDAP directory.
            Step 4   Click on the LDAP directory name.
            Step 5   Click Perform Full Sync Now.
            Note   

            If you do not need to synchronize the LDAP Directory to the Cisco Unified Communications Manager immediately, the LDAP Directory Synchronization Schedule on the LDAP Directory window determines when the next autosynchronization is scheduled. However, the synchronization must occur before you can associate a new user to a device.


            Add user directly to Cisco Unified Communications Manager

            If you are not using an LDAP directory, you can add a user directly with Cisco Unified Communications Manager Administration by following these steps:


            Note


            If LDAP is synchronized, you cannot add a user with Cisco Unified Communications Manager Administration.


            Procedure
              Step 1   Choose User Management > End User, then click Add New.
              Step 2   In the User Information pane, enter the following:
              • User ID: Enter the end user identification name. Cisco Unified Communications Manager does not permit modifying the user ID after it is created. You may use the following special characters: =, +, <, >, #, ;, \, , "", and blank spaces. Example: johndoe
              • Password and Confirm Password: Enter five or more alphanumeric or special characters for the end user password. You may use the following special characters: =, +, <, >, #, ;, \, , "", and blank spaces.
              • Last Name: Enter the end user last name. You may use the following special characters: =, +, <, >, #, ;, \, , "", and blank spaces. Example: doe
              • Telephone Number: Enter the primary directory number for the end user. End users can have multiple lines on their phones. Example: 26640 (John Doe’s internal company telephone number)
              Step 3   Click Save.

              Add user to End User group

              To add a user to the Cisco Unified Communications Manager Standard End User group, perform these steps:

              Procedure
                Step 1   From Cisco Unified Communications Manager Administration, choose User Management > User Groups.

                The Find and List Users window displays.

                Step 2   Enter the appropriate search criteria and click Find.
                Step 3   Select the Standard CCM End Users link. The User Group Configuration window for the Standard CCM End Users appears.
                Step 4   Select Add End Users to Group. The Find and List Users window appears.
                Step 5   Use the Find User drop-down list boxes to find the users that you want to add and click Find.

                A list of users that matches your search criteria appears.

                Step 6   In the list of records that appear, click the check box next to the users that you want to add to this user group. If the list is long, use the links at the bottom to see more results.
                Note   

                The list of search results does not display users that already belong to the user group.

                Step 7   Choose Add Selected.

                Associate phones with users

                You associate phones with users from the Cisco Unified Communications Manager End User window.

                Procedure
                  Step 1   From Cisco Unified Communications Manager Administration, choose User Management > End User.

                  The Find and List Users window appears.

                  Step 2   Enter the appropriate search criteria and click Find.
                  Step 3   In the list of records that appear, select the link for the user.
                  Step 4   Select Device Association.

                  The User Device Association window appears.

                  Step 5   Enter the appropriate search criteria and click Find.
                  Step 6   Choose the device that you want to associate with the user by checking the box to the left of the device.
                  Step 7   Choose Save Selected/Changes to associate the device with the user.
                  Step 8   From the Related Links drop-down list in the upper, right corner of the window, select Back to User, and click Go.

                  The End User Configuration window appears and the associated devices that you chose display in the Controlled Devices pane.

                  Step 9   Choose Save Selected/Changes.

                  Perform Final End User Configuration Steps

                  If you are not already on the End User Configuration page, choose User Management > End User to perform some final configuration tasks. Use the Search fields and Find to locate the user (for example, John Doe), then click on the user ID to get to the End User Configuration window for the user.

                  In the End User configuration window, do the following:

                  Procedure
                    Step 1   In the Directory Number Associations pane of the screen, set the primary extension from the drop-down list.
                    Step 2   In the Mobility Information pane, check the Enable Mobility box.
                    Step 3   In the Permissions Information pane, use the User Group buttons to add this user to any user groups. For example, you may want to add the user to a group that has been defined as a Standard CCM End User Group.

                    To view all configured user groups, choose User Management > User Group.

                    Step 4   Click Save.