Cisco Unified IP Phone 6921, 6941, and 6961 Administration Guide for Cisco Unified Communications Manager 7.1 (SCCP)
Configuring Features, Templates, Services, and Users
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Configuring Features, Templates, Services, and Users

Table Of Contents

Configuring Features, Templates, Services, and Users

Telephony Features Available for the Cisco Unified IP Phone

Join and Direct Transfer Policy

Configuring Corporate and Personal Directories

Configuring Corporate Directories

Configuring Personal Directory

Modifying Phone Button Templates

Modifying a Phone Button Template for Personal Address Book or Speed Dials

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco Unified Communications Manager

Managing the User Options Web Pages

Giving Users Access to the User Options Web Pages

Specifying Options that Appear on the User Options Web Pages

Configuring the Phone to Support Call Waiting


Configuring Features, Templates, Services, and Users


After you install Cisco Unified IP Phones in your network, configure their network settings, and add them to Cisco Unified Communications Manager, you must use the Cisco Unified Communications Manager Administration application to configure telephony features, optionally modify phone templates, set up services, and assign users.

This chapter provides an overview of these configuration and setup procedures. Cisco Unified Communications Manager documentation provides detailed instructions for these procedures.

To list supported features for all phones or for a particular phone model on your Cisco Unified Communications Manager, you can generate a Unified CM Phone Feature List report on Cisco Unified Reporting.

For suggestions about how to provide users with information about features, and what information to provide, see "Providing Information to Users Via a Website."

For information about setting up phones in non-English environments, see "Supporting International Users."

This chapter includes following topics:

Telephony Features Available for the Cisco Unified IP Phone

Join and Direct Transfer Policy

Modifying Phone Button Templates

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco Unified Communications Manager

Managing the User Options Web Pages

Telephony Features Available for the Cisco Unified IP Phone

After you add Cisco Unified IP Phones to Cisco Unified Communications Manager, you can add functionality to the phones. Table 5-1 includes a list of supported telephony features, many of which you can configure using Cisco Unified Communications Manager Administration. The Reference column lists Cisco Unified Communications Manager and other documentation that contains configuration procedures and related information.

For information about using most of these features on the phone, refer to Cisco Unified IP Phone 6921, 6941, and 6961 User Guide for Cisco Unified Communications Manager 7.1.


Note Cisco Unified Communications Manager Administration also provides several service parameters that you can use to configure various telephony functions. For more information on accessing and configuring service parameters, refer to Cisco Unified Communications Manager Administration Guide.

For more information on the functions of a service, select the name of the parameter or the question mark help button in the Service Parameter Configuration window.

Table 5-1 Telephony Features for the Cisco Unified IP Phone 

Feature
Description
Configuration Reference

Abbreviated dialing

Allows users to speed dial a phone number by entering an assigned index code (1-99) on the phone keypad.

Note You can use Abbreviated Dialing while on-hook or off-hook.

Users assign index codes from the User Options web pages.

For more information, refer to the following:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Audible Message Waiting Indicator (AMWI)

A stutter tone from the handset, headset, or speakerphone indicates that a user has one or more new voice messages on a line.

Note The stutter tone is line-specific. You hear it only when using the line with the waiting messages.

For more information, go to the "Cisco Unified IP Phone" chapter in the Cisco Unified Communications Manager System Guide.

Auto Answer

Connects incoming calls automatically after a ring or two.

Auto Answer works with either the speakerphone or the headset.

For more information, go to the "Directory Number Configuration" chapter in the Cisco Unified Communications Manager Administration Guide.

Auto-pickup

Allows a user to use one-touch pickup functionality for call pickup features.

For more information, go to the "Call Pickup" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Block external to external transfer

Prevents users from transferring an external call to another external number.

For more information, go to the "External Call Transfer Restrictions" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Busy Lamp Field (BLF)

Allows a user to monitor the call state of a directory number associated with a speed-dial button on the phone.

For more information, go to the "Presence" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Busy Lamp Field (BLF) Pickup

Provides enhancements to BLF speed dial. Allows you to configure a Directory Number (DN) that a user can monitor for incoming calls. When the DN receives an incoming call, the system alerts the monitoring user, who can then pick up the call.

For more information, go to the "Call Pickup" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Call Back

Provides users with an audio and visual alert on the phone when a busy or unavailable party becomes available.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Cisco Call Back" chapter.

Call display restrictions

Determines the information that will display for calling or connected lines, depending on the parties who are involved in the call.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Call Display Restrictions" chapter.

Call Forward

Allows users to redirect incoming calls to another number. Call forward options include Call Forward All, Call Forward Busy, Call Forward No Answer, and Call Forward No Coverage.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

"Specifying Options that Appear on the User Options Web Pages" section

Call forward all loop breakout

Detects and prevents Call Forward All loops. When a Call Forward All loop is detected, the Call Forward All configuration is ignored and the call rings through.

For more information, go to the "Cisco Unified IP Phone" chapter in the Cisco Unified Communications Manager System Guide.

Call forward all loop prevention

Prevents a user from configuring a Call Forward All destination directly on the phone that creates a Call Forward All loop or that creates a Call Forward All chain with more hops than the existing Forward Maximum Hop Count service parameter allows.

For more information, go to the "Cisco Unified IP Phone" chapter in the Cisco Unified Communications Manager System Guide.

Call forward configurable display

Allows you to specify information that appears on a phone when a call is forwarded. This information can include the caller name, caller number, redirected number, and original dialed number.

For more information, refer to the following:

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Call forward destination override

Allows you to override Call Forward All (CFA) in cases where the CFA target places a call to the CFA initiator. This feature allows the CFA target to reach the CFA initiator for important calls. The override works whether the CFA target phone number is internal or external.

For more information, go to the "Understanding Directory Numbers" chapter in the Cisco Unified Communications Manager System Guide.

Call park

Allows users to park (temporarily store) a call and then retrieve the call by using another phone in the Cisco Unified Communications Manager system.

For more information, go to the "Call Park and Directed Call Park" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Call pickup

Allows users to redirect a call that is ringing on another phone within their pickup group to their phone.

You can configure an audio and/or visual alert for the primary line on the phone. This alert notifies the users that a call is ringing in their pickup group.

For more information, go to the "Call Pickup" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Call waiting

Indicates (and allows users to answer) an incoming call that rings while on another call. Incoming call information appears on the phone display.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Understanding Directory Numbers" chapter.

"Configuring the Phone to Support Call Waiting" section

Caller ID

Caller identification such as a phone number, name, or other descriptive text appear on the phone display.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Call Display Restrictions" chapter.

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

Caller ID Blocking

Allows a user to block their phone number or e-mail address from phones that have caller identification enabled.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

Calling Party Normalization

Globalizes or localizes the incoming calling party number so that the appropriate calling number presentation displays on the phone. Supports the international escape character +.

For more information, go to the "Calling Party Normalization" chapter in the Cisco Unified Communications Features and Services Guide.

Cisco Extension Mobility

Allows users to temporarily access their Cisco Unified IP Phone configuration such as line appearances, services, and speed dials from shared Cisco Unified IP Phone by logging into the Cisco Extension Mobility service on that phone when they log into the Cisco Extension Mobility service on that phone.

Cisco Extension Mobility can be useful if users work from a variety of locations within your company or if they share a workspace with coworkers.

For more information, go to the "Cisco Extension Mobility" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Cisco Web Dialer

Allows users to make calls from web and desktop applications.

For more information go to the "Cisco Web Dialer" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Client matter codes (CMC)

Enables a user to specify that a call relates to a specific client matter.

For more information, go to the "Client Matter Codes and Forced Authorization Codes" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Conference

Allows a user to talk simultaneously with multiple parties by calling each participant individually. Conference features include Conference and Meet-Me.

Allows a non-initiator in a standard (ad hoc) conference to add or remove participants; also allows any conference participant to join together two standard conferences on the same line.

The service parameter, Advance Adhoc Conference, (disabled by default in Cisco Unified Communications Manager Administration) allows you to enable these features.

For information on conferences, go to the "Conference Bridges" chapter in the Cisco Unified Communications Manager System Guide.

For more information, go to the "Cisco Unified IP Phone" chapter in the Cisco Unified Communications Manager System Guide.

Note Be sure to inform your users whether these features are activated.

CTI Applications

A computer telephony integration (CTI) route point can designate a virtual device to receive multiple, simultaneous calls for application-controlled redirection.

For more information, go to the "CTI Route Point Configuration" chapter in the Cisco Unified Communications Manager Administration Guide.

Direct transfer

Allows users to connect two calls to each other (without remaining on the line).

For more information, go to the "Cisco Unified IP Phone" chapter in the Cisco Unified Communications Manager System Guide.

Directed Call Park

Allows a user to transfer an active call to an available directed call park number that the user dials or speed dials.

A Call Park BLF button indicates whether a directed call park number is occupied and provides speed-dial access to the directed call park number.

Note If you implement Directed Call Park, avoid configuring the Park softkey. This prevents users from confusing the two Call Park features.

For more information, go to the "Call Park and Directed Call Park" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Directed Call Pickup

Allows a user to answer a call that is ringing on a particular directory number.

For more information, go to the "Call Pickup" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Distinctive ring

Users can customize how their phone indicates an incoming call and a new voice mail message.

For more information, go to the "Custom Phone Rings" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Divert

Allows a user to transfer a ringing, connected, or held call directly to a voice-messaging system. When a call is diverted, the line becomes available to make or receive new calls.

For more information, go to the "Immediate Divert" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Do Not Disturb (DND)

When DND is turned on, either no audible rings occur during the ringing-in state of a call, or no audible or visual notifications of any type occur.

You can configure the phone to have a softkey template with a DND softkey or a phone-button template with DND as one of the selected features.

The following DND-related parameters are configurable in Cisco Unified Communications Manager Administration:

Do Not Disturb—This check box allows you to enable DND on a per-phone basis. Use Cisco Unified Communications Manager Administration > Device > Phone > Phone Configuration.

DND Incoming Call Alert—Choose the type of alert to play, if any, on a phone for incoming calls when DND is active. This parameter is located on both the Common Phone Profile page and the Phone configuration page (Phone Configuration window value takes precedence).

BLF Status Depicts DND—Enables DND status to override busy/idle state.

For more information, go to the "Do Not Disturb" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Fast Dial Service

Allows a user to enter a Fast Dial code to place a call. Fast Dial codes can be assigned to phone numbers or Personal Address Book entries. (See "Services" in this table.)

For more information, see Modifying a Phone Button Template for Personal Address Book or Speed Dials.

Forced authorization codes (FAC)

Controls the types of calls that certain users can place.

For more information, go to the "Client Matter Codes and Forced Authorization Codes" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Group call pickup

Allows a user to answer a call that is ringing on a directory number in another group.

For more information, go to the "Call Pickup" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Hold Reversion

Limits the amount of time that a call can be on hold before reverting back to the phone that put the call on hold and alerting the user.

Reverting calls are distinguished from incoming calls by a single ring (or beep, depending on the new call indicator setting for the line). This notification repeats at intervals if not resumed.

A call that triggers Hold Reversion also displays an animated icon in the call bubble.

You can configure call focus priority to favor incoming or reverting calls.

For more information about configuring this feature, go to the "Hold Reversion" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Hold Status

Enables phones with a shared line to distinguish between the local and remote lines that placed a call on hold.

No configuration is required.

Hold/Resume

Allows the user to move a connected call from an active state to a held state.

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

See "Hold Reversion" in this table.

Hunt Group

Provides load sharing for calls to a main directory number. A hunt group contains a series of directory numbers that can answer the incoming calls. When the first directory number in the hunt group is busy, the system hunts in a predetermined sequence for the next available directory number in the group and directs the call to that phone.

For more information, refer to:

Cisco Communications Manager Administration Guide, "Hunt Group Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Intercom

Allows users to place and receive intercom calls using programmable phone buttons. You can configure intercom line buttons to:

Directly dial a specific intercom extension.

Initiate an intercom call and then prompt the user to enter a valid intercom number.

Note If your user logs into the same phone on a daily basis using their Cisco Extension Mobility profile, assign the phone button template that contains intercom information to their profile, and assign the phone as the default intercom device for the intercom line.

For more information, go to the "Intercom" chapter in the Cisco Unified Communications Manager Feature and Services Guide.

Join Across Lines

Allows users to combine calls that are on multiple phone lines to create a conference call.

Some JTAPI/TAPI applications are not compatible with the Join and Direct Transfer feature implementation on the Cisco Unified IP Phone 6921, 6941, and 6961 and you may need to configure the Join and Direct Transfer Policy to disable join and direct transfer on the same line or possibly across lines. For more information, see the "Join and Direct Transfer Policy" section.

For more information, go to the "Cisco Unified IP Phone" chapter in the Cisco Unified Communications Manager System Guide.

Join

Allows users to combine two calls that are on one line to create a conference call and remain on the call.

Some JTAPI/TAPI applications are not compatible with the Join and Direct Transfer feature implementation on the Cisco Unified IP Phone 6921, 6941, and 6961 and you may need to configure the Join and Direct Transfer Policy to disable join and direct transfer on the same line or possibly across lines. For more information, see the "Join and Direct Transfer Policy" section.

For more information:

Refer to Cisco Unified Communications Manager System Guide, ""Cisco Unified IP Phone"

Cisco Unified IP Phone 6921,6941, and 6961 User Guide, "Basic Call Handling" chapter, "Making Conference Calls" section

Log out of hunt groups

Allows users to log out of a hunt group and temporarily block calls from ringing their phone when they are not available to take calls. Logging out of hunt groups does not prevent non-hunt group calls from ringing their phone.

For more information

See the "Configuring Softkey Templates" section.

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Malicious caller identification (MCID)

Allows users to notify the system administrator about suspicious calls that are received.

For more information refer to:

Cisco Unified Communications Manager System Guide, ""Cisco Unified IP Phone"

Cisco Unified Communications Manager Features and Services Guide, "Malicious Call Identification" chapter.

Meet-Me conference

Allows a user to host a Meet-Me conference in which other participants call a predetermined number at a scheduled time.

For more information go to the "Meet-Me Number/Pattern Configuration" chapter in the Cisco Unified Communications Manager Administration Guide.

Message Waiting

Defines directory numbers for message-waiting on and message-waiting off indicator. A directly connected voice-messaging system uses the specified directory number to set or to clear a message-waiting indication for a particular Cisco Unified IP Phone.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Message Waiting Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Voice Mail Connectivity to Cisco Unified Communications Manager" chapter.

Message waiting Indicator

A light on the handset that indicates that a user has one or more new voice messages.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Message Waiting Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Voice Mail Connectivity to Cisco Unified Communications Manager" chapter.

Mobile Connect

Enables users to manage business calls using a single phone number and pick up in-progress calls on the desk phone and a remote device such as a mobile phone. Users can restrict the group of callers according to phone number and time of day.

For more information, go to the "Cisco Unified Mobility" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Mobile Voice Access

Extends Mobile Connect capabilities by allowing users to access an interactive voice response (IVR) system to originate a call from a remote device such as a cellular phone.

For more information, go to the "Cisco Unified Mobility" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Music on hold

Plays music while callers are on hold.

For more information go to the "Music On Hold" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Mute

Mutes the microphone from the handset or headset.

Requires no configuration.

Onhook Dialing

Allows a user to dial a number without going off hook. The user can then either pick up the handset or press the Dial softkey.

For more information, refer to the Cisco Unified IP Phone 6921, 6941, and 6961 User Guide, "Basic Call Handling" chapter.

Other group pickup

Allows a user to answer a call ringing on a phone in another group that is associated with the user's group.

For more information, go to the "Call Pickup" chapter in the Cisco Unified Communications Manager Features and Services Guide.

Privacy

Prevents users who share a line from adding themselves to a call and from viewing information on their phone display about the call of the other user.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Cisco Unified Communications Manager Features and Services Guide "Barge and Privacy" chapter.

Private Line Automated Ringdown (PLAR)

The Cisco Unified Communications Manager administrator can configure a phone number that the Cisco Unified IP Phone dials as soon as the handset goes off hook. This can be useful for phones that are designated for calling emergency or "hotline" numbers.

For more information, go to the "Directory Number Configuration" chapter in the Cisco Unified Communications Manager Administration Guide.

Programmable Feature Buttons

The administrator can assign features, such as New Call, Call Back, and Forward All, etc. to line buttons.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Cisco Unified Communications Manager Administration Guide, "Phone Button Template Configuration" chapter

Quality Reporting Tool (QRT)

Allows users to submit information about problem phone calls by pressing a button. QRT can be configured for either of two user modes, depending upon the amount of user interaction desired with QRT.

For more information refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Quality Report Tool" chapter.

Redial

Allows users to call the most recently dialed phone number by pressing a button or the Redial softkey.

Requires no configuration.

Ring Tone Setting

Identifies ring type used for a line when a phone has another active call.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

"Creating Custom Phone Rings" section.

Services URL button

Allows users to access services from a programmable button rather than by using the Services menu on a phone.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone Services" chapter.

Services

Allows you to use the Cisco Unified IP Phone Services Configuration menu in Cisco Unified Communications Manager Administration to define and maintain the list of phone services to which users can subscribe.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone Services" chapter.

Shared line

Allows a user to have multiple phones that share the same phone number or allows a user to share a phone number with a coworker.

For more information, go to the "Understanding Directory Numbers" chapter in the Cisco Unified Communications Manager System Guide.

Speed-dialing

Dials a specified number that has been previously stored.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Time-of-Day Routing

Restricts access to specified telephony features by time period.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Time Period Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Time-of-Day Routing" chapter.

Transfer

Allows users to redirect connected calls from their phones to another number.

Some JTAPI/TAPI applications are not compatible with the Join and Direct Transfer feature implementation on the Cisco Unified IP Phone 6921, 6941, and 6961 and you may need to configure the Join and Direct Transfer Policy to disable join and direct transfer on the same line or possibly across lines. For more information, see the "Join and Direct Transfer Policy" section.

Transfer - Direct Transfer

Transfer—The first invocation of Transfer will always initiate a new call by using the same directory number, after putting the active call on hold.

Direct Transfer—This transfer joins two established calls (call is in hold or in connected state) into one call and drops the feature initiator from the call. Direct Transfer does not initiate a consultation call and does not put the active call on hold.

Some JTAPI/TAPI applications are not compatible with the Join and Direct Transfer feature implementation on the Cisco Unified IP Phone 6921, 6941, and 6961 and you may need to configure the Join and Direct Transfer Policy to disable join and direct transfer on the same line or possibly across lines. For more information, see the "Join and Direct Transfer Policy" section.

For more information, go to the "Understanding Directory Numbers" chapter in the Cisco Unified Communications Manager System Guide.

Voice messaging system

Enables callers to leave messages if calls are unanswered.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Voice-Mail Port Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Voice Mail Connectivity to Cisco Unified Communications Manager" chapter.



Join and Direct Transfer Policy

Some JTAPI/TAPI applications are not compatible with the Join and Direct Transfer feature implementation on the Cisco Unified IP Phone 6921, 6941, and 6961. In order for these applications to control and monitor these phones, you must configure the Join and Direct Transfer Policy to disable join and direct transfer on the same line or possibly across lines. You can configure the Join and Direct Transfer Policy for the following:

To configure the policy for all phones on the system, choose System > Enterprise Phone Configurations from Cisco Unified Communications Manager Administration.

To configure the policy to a group of phones, choose Device > Device Settings > Common Phone Profile from Cisco Unified Communications Manager Administration.

To configure the policy on an individual phone, configure the Join and Direct Transfer Policy in the Phone Configuration for the specific phone.

Because this parameter can be configured in three different windows, the setting that takes precedence is determined in the following order:

1. Device Configuration window settings

2. Common Phone Profile window settings

3. Enterprise Phone Configuration window settings.

When you change the setting of the Join and Direct Transfer Policy Parameter, you must check the "Override Common Settings" box for the setting to take effect. The default policy is to have Same line, across line enabled for join and direct transfer.

To determine the proper setting for this parameter, refer to the documentation of the JTAPI/TAPI application.

Configuring Corporate and Personal Directories

The Contact button on the Cisco Unified IP Phone 6921, 6941, and 6961 gives users access to several directories. These directories can include:

Corporate Directory—Allows a user to look up phone numbers for co-workers.

To support this feature, you must configure corporate directories. See the "Configuring Corporate Directories" section for more information.

Personal Directory—Allows a user to store a set of personal numbers.

To support this feature, you must provide the user with software to configure the personal directory. See the "Configuring Personal Directory" section for more information.

Configuring Corporate Directories

Cisco Unified Communications Manager uses a Lightweight Directory Access Protocol (LDAP) directory to store authentication and authorization information about users of Cisco Unified Communications Manager applications that interface with Cisco Unified Communications Manager. Authentication establishes the users' rights to access the system. Authorization identifies the telephony resources that a user is permitted to use, such as a specific phone extension.

For more information, go to "Understanding Directory Numbers" in the Cisco Unified Communications Manager System Guide.

After completing the LDAP directory configuration, users can use the Corporate Directory service on their Cisco Unified IP Phone 6921, 6941, and 6961 to look up users in the corporate directory.

Configuring Personal Directory

Personal Directory consists of the following features:

Personal Address Book (PAB)

Speed Dials

Address Book Synchronization Tool (TABSynch)

Users can access Personal Directory features by these methods:

From a web browser—Users can access the PAB and Speed Dials features from the Cisco Unified Communications Manager User Options web pages

From the Cisco Unified IP Phone—Choose Contacts to search the corporate directory or the user's personal directory.

From a Microsoft Windows application—Users can use the TABSynch tool to synchronize their PABs with Microsoft Windows Address Book (WAB). Customers who want to use the Microsoft Outlook Address Book (OAB) should begin by importing the data from the OAB into the Windows Address Book (WAB). TabSync can then be used to synchronize the WAB with Personal Directory.

To ensure that Cisco IP Phone Address Book Synchronizer users have access only to end-user data that pertains to them, activate the Cisco UXL Web Service in Cisco Unified Serviceability.

To configure Personal Directory from a web browsers, users must access their User Options web pages. You must provide users with a URL and login information.

To synchronize with Microsoft Outlook, users must install the TABSynch utility, provided by you. To obtain the TABSynch software to distribute to users, choose Application > Plugins from Cisco Unified Communications Manager Administration, then locate and click Cisco IP Phone Address Book Synchronizer.

Modifying Phone Button Templates

Phone button templates let you assign speed dials and call-handling features to programmable line buttons. Call-handling features that can be assigned to buttons include call forward, hold, and conference.

Ideally, you modify templates before registering phones on the network. In this way, you can access customized phone button template options from Cisco Unified Communications Manager during registration.

To modify a phone button template, choose Device > Device Settings > Phone Button Template in Cisco Unified Communications Manager Administration. To assign a phone button template to a phone, use the Phone Button Template field in the Cisco Unified Communications Manager Administration Phone Configuration page. Refer to Cisco Unified Communications Manager Administration Guide and Cisco Unified Communications Manager System Guide for more information.

The default Cisco Unified IP Phone 6921 template that ships with the phone uses buttons 1 and 2 for lines.

The default Cisco Unified IP Phone 6941 template that ships with the phone uses buttons 1 through 4 for lines.

The default Cisco Unified IP Phone 6961 template that ships with the phone uses buttons 1 through 12 for lines.

To avoid confusion for users, do not assign a feature to a button and a softkey at the same time.

For more information about softkey templates, see Configuring Softkey Templates.

Modifying a Phone Button Template for Personal Address Book or Speed Dials

You can modify a phone button template to associate a service URL with a line button. Doing so enables users to have single-button access to the PAB and Speed Dials. Before you modify the phone button template, you must configure PAB or Speed Dials as an IP phone service.

To configure PAB or Speed Dial as an IP phone service (if it is not already a service), follow these steps:

Procedure


Step 1 From Cisco Unified Communications Manager Administration, choose Device >Device Settings > Phone Services.

The Find and List IP Phone Services window displays.

Step 2 Click Add New.

The IP Phone Services Configuration window displays.

Step 3 Enter the following settings:

Service Name and ASCII Service Name—Enter Personal Address Book.

Service Description—Enter an optional description of the service.

Service URL

For PAB, enter the following URL:

http://<Unified CM-server-name>:8080/ccmpd/login.do?name=#DEVICENAME#&service=pab

For Fast Dial, enter the following URL:

http://<Unified-CM-server-name>:8080/ccmpd/login.do?name=#DEVICENAME#&service=fd

Service Category—Select XML Service.

Service Type—Select Directories.

Enable—Select the check box.

Step 4 Click Save.

You can add, update, or delete service parameters as needed as described in the "Cisco Unified IP Phone Services Configuration" chapter in the Cisco Unified Communications Manager Administration Guide.


Note If you change the service URL, remove an IP phone service parameter, or change the name of a phone service parameter for a phone service to which users are subscribed, you must click Update Subscriptions to update all currently subscribed users with the changes, or users must resubscribe to the service to rebuild the correct URL.



To modify a phone button template for PAB or Fast Dial, follow these steps:

Procedure


Step 1 From Cisco Unified Communications Manager Administration, choose Device > Device Settings > Phone Button Template.

Step 2 Click Find.

Step 3 Select the phone model.

Step 4 Click Copy, enter a name for the new template, and then click Save.

The Phone Button Template Configuration window opens.

Step 5 Identify the button you would like to assign, and select Service URL from the Features drop-down list box associated with the line.

Step 6 Click Save to create a new phone button template using the service URL.

Step 7 Choose Device > Phone and open the Phone Configuration window for the phone.

Step 8 Select the new phone button template from the Phone Button Template drop-down list box.

Step 9 Click Save to store the change and then click Reset to implement the change.

The phone user can now access the User Options pages and associate the service with a button on the phone.

For additional information on IP phone services, go to the ""Cisco Unified IP Phone Services Configuration" chapter in the Cisco Unified Communications Manager Administration Guide, For additional information on configuring line buttons, go to the "Cisco Unified IP Phone Configuration" chapter and "Configuring Speed-Dial Buttons" section in the Cisco Unified Communications Manager Administration Guide.


Configuring Softkey Templates

Using Cisco Unified Communications Manager Administration, you can associate up to 18 softkeys with applications that are supported by the Cisco Unified IP Phone 6921, 6941, and 6961. Cisco Unified Communications Manager support the Standard User and Standard Feature softkey template.

An application that supports softkeys can have one or more standard softkey templates associated with it. You can modify a standard softkey template by making a copy of it, giving it a new name, and making updates to that copied softkey template. You can also modify a nonstandard softkey template.

To configure softkey templates, select Device > Device Settings > Softkey Template from Cisco Unified Communications Manager Administration. To assign a softkey template to a phone, use the Softkey Template field in the Cisco Unified Communications Manager Administration Phone Configuration page. Refer to the "Softkey Template Configuration" chapter in the Cisco Unified Communications Manager Administration Guide and the "Softkey Template" section in the Cisco Unified Communications Manager System Guide for more information.

The Cisco Unified IP Phone 6921, 6941, and 6961 do not support all the softkeys that are configurable in Softkey Template Configuration on Cisco Unified Communications Manager Administration. Table 5-2 lists the features, softkeys that can be configured on a softkey template, and note whether it is supported on the Cisco Unified IP Phone 6921, 6941, and 6961.


Note Cisco Unified Communications Manager allows you to configure any softkey in a softkey template, but unsupported softkeys do not display on the phone.

Table 5-2 Configurable Softkeys 

Feature
Configurable Softkeys in the Softkey Template Configuration
Supported as a softkey on Cisco Unified IP Phone 6921, 6941, and 6961
Notes

Answer

Answer (Answer)

Yes

Barge

Barge (Barge)

No

Call Back

Call Back (CallBack)

Yes

Call Forward All

Forward All (cfwdAlll)

Yes

Phone displays Fwd ALL or Fwd Off.

Call Park

Call Park (Park)

Yes

Call Pickup

Pick Up (Pickup)

Yes

Conference

Conference (Confrn)

No

Conference is a dedicated button.

Conference Barge

Conference Barge (cBarge)

No

Conference List

Conference List (ConfList)

No

Phone displays Detail.

Divert

Immediate Divert (iDivert)

Yes

Phone displays Divert.

Do Not Disturb

Toggle Do Not Disturb (DND)

No

Configure Do Not Disturb as a programmable line button.

End Call

End Call (EndCall)

Yes

Phone displays Cancel if the call is not answered.

Group Pickup

Group Pick UP (GPickUp)

Yes

Hold

Hold (Hold)

No

Hold is a dedicated button.

Hunt Group

HLog (HLog)

No

Configure Hunt Group as a programmable feature button.

Join

Join (Join)

No

Malicious Call Identification

Toggle Malicious Call Identification (MCID)

No

Configure Malicious Call Identification as a programmable feature button.

Meet Me

Meet Me (MeetMe)

Yes

Mobile Connect

Mobility (Mobility)

No

Configure Mobile Connect as a programmable feature button.

New Call

New Call (NewCall)

Yes

Phone displays New Call.

Other Pickup

Other Pickup (oPickup)

Yes

Quality Reporting Tool

Quality Reporting Tool (QRT)

No

Configure Quality Reporting Tool as a programmable feature button.

Redial

Redial (Redial)

Yes

Remove Last Conference Participant

Remove Last Conference Participant (RmLstC)

Yes

Phone displays Remove when a participant is selected.

Resume

Resume (Resume)

Yes

Select

Select (Select)

Yes

Speed Dial

Abbreviated Dial (AbbrDial)

Yes

Phone displays SpeedDial.

Transfer

Direct Transfer (DirTrfr)

No

Transfer is a dedicated button.

Configure transfer (Direct Transfer policy) in the Product Specific Configuration Layout section in Phone Configuration.

Undefine

Undefine (Undefine)

Yes

Video Mode Command

Video Mode Command (VidMode)

No



Setting Up Services

You can give users access to Cisco Unified IP Phone Services on the Cisco Unified IP Phone 6921, 6941, and 6961. You can also assign a button or a softkey to different phone services. These services comprise XML applications that enable the display of interactive content with text and graphics on the phone. Examples of services include local movie times, stock quotes, and weather reports.

Before a user can access any service,

You must use Cisco Unified Communications Manager Administration to configure available services.

The user must subscribe to services using the Cisco Unified CM User Options application. This web-based application provides a graphical user interface (GUI) for limited, end-user configuration of IP Phone applications.

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

To set up these services, choose Device > Device Settings > Phone Services from Cisco Unified Communications Manager Administration. Refer to "Cisco Unified IP Phone Services Configuration" chapter in the Cisco Unified Communications Manager Administration Guide and to the "Cisco Unified IP Phone Services" chapter in the Cisco Unified Communications Manager System Guide for more information.

After you configure these services, verify that your users have access to the Cisco Unified Communications Manager User Options web-based application, from which they can select and subscribe to configured services. See the "How Users Subscribe to Services and Configure Phone Features" section for a summary of the information that you must provide to end users.


Note To configure Cisco Extension Mobility services for users, go to the "Cisco Unified Mobility" chapter in the Cisco Unified Communications Manager Features and Services Guide.


Adding Users to Cisco Unified Communications Manager

Adding users to Cisco Unified Communications Manager allows you to display and maintain information about users and allows each user to perform these tasks:

Access the corporate directory and other customized directories from a Cisco Unified IP Phone.

Create a personal directory.

Set up speed dial and call forwarding numbers.

Subscribe to services that are accessible from a Cisco Unified IP Phone.

You can add users to Cisco Unified Communications Manager using one of these following methods:

To add users individually, choose User Management > End User from Cisco Unified Communications Manager Administration.

For more information, go to the End User Configuration chapter in the Cisco Unified Communications Manager Administration Guide.

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, go to the "Bulk Administration" chapter in Cisco Unified Communications Manager Administration Guide.

To add users from your corporate LDAP directory, choose System > LDAP > LDAP System from Cisco Unified Communications Manager Administration.


Note Once the Enable Synchronization from the LDAP Server is enabled, you will not be able to add additional users from Cisco Unified Communications Manager Administration


For more information on LDAP, go to the "Understanding the Directory" chapter in the Cisco Unified Communications Manager System Guide.

To add a user and phone at the same time choose User Management > User/Phone Add from Cisco Unified Communications Manager.

Managing the User Options Web Pages

From the User Options web page, users can customize and control several phone features and settings. For detailed information about the User Options web pages, refer to Cisco Unified IP Phone 6921, 6941, and 6961 Phone Guide.

Giving Users Access to the User Options Web Pages

Before a user can access the User Options web pages, you must add the user to the standard Cisco Unified Communications Manager end user group and associate the appropriate phone with the user.

To add the user to the standard Cisco Unified Communications Manager end user group, you must follow 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 Click the Standard CCM End Users link. The User Group Configuration page for the Standard CCM End Users displays.

Step 4 Click Add End Users to Group. The Find and List Users window displays.

Step 5 Use the Find User drop-down list boxes to find the end users that you want to add and click Find.

Step 6 A list of end users that matches your search criteria displays.

Step 7 In the list of records that display, click the check box next to the users that you want to add to this user group. If the list comprises multiple pages, use the links at the bottom to see more results.


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


Step 8 Click Add Selected.


To associate phones with the user, you must follow these steps:

Procedure


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

The Find and List Users window displays.

Step 2 Enter the appropriate search criteria and click Find.

Step 3 In the list of records that display, click the link for the user.

Step 4 Click Device Association.

The User Device Association window displays.

Enter the appropriate search criteria and click Find.

Step 5 Choose the device that you want to associate with the end user by checking the box to the left of the device.

Step 6 Click Save Selected/Changes to associate the device with the end user.

Step 7 From Related Links drop-down list box in the upper, right corner of the window, select Back to User, and click Go.

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

Step 8 Click Save Selected/Changes.


Make sure to provide end users with the following information about the User Options web pages:

The URL required to access the application. This URL is:

http://<server_name:portnumber>/ccmuser/, where server_name is the host name of the Cisco Unified Communications Manager.

A user ID and default password are needed to access the application.

These settings correspond to the values you entered when you added the user to Cisco Unified Communications Manager (see the "Adding Users to Cisco Unified Communications Manager" section).

For additional information, refer to:

Cisco Unified Communications Manager Administration Guide, "User Group Configuration" chapter.

Cisco Unified Communications Manager Administration Guide, "End User Configuration" chapter.

Specifying Options that Appear on the User Options Web Pages

Most options that are on the User Options web pages appear by default. However, the following options must be set by the system administrator by using Enterprise Parameters Configuration settings in Cisco Unified Communications Manager Administration:

Show Ring Settings

Show Line Text Label Settings

Show Call Forwarding


Note The settings apply to all User Options web pages at your site.


To specify the options that appear on the User Options web pages, follow these steps:

Procedure


Step 1 From Cisco Unified Communications Manager Administration, choose System > Enterprise Parameters.

The Enterprise Parameters Configuration window appears.

Step 2 In the CCMUser Parameters area, specify whether a parameter appears on the User Options web pages by choosing one of these values from the Parameter Value drop-down list box for the parameter:

True—Option displays on the User Options web pages (default except for Show Ring Settings, Show Line Text Label, and Show Call Forwarding).

False—Option does not display on the User Options web pages.

Show All Settings—All call forward settings display on the User Options web pages (default).

Hide All Settings—No call forward settings display on the User Options web pages.

Show Only Call Forward All—Only call forward all calls displays on the User Options web pages.


Configuring the Phone to Support Call Waiting

The Cisco Unified IP Phone 6921, 6941, and 6961 support one call per line. Cisco Unified Communications Manager sets the Maximum Number of Calls (MNC) per line, and Busy Trigger (BT) per line attributes to 2 and 1 respectively and these fields can not be changed, As a result, the line appears to be busy to a second incoming call when there is an active call present on the line. Cisco Unified Communications Manager forwards the second incoming call based on the Call Forward Busy settings for the line. The user, who is on a call will not be notified of an incoming call. Without further configurations, the phone does not support call waiting. However, you can configure the phone to support call waiting and receive the call by configuring an additional line on an unassigned programmable button. When the user receives an incoming call while connected on a call, the phone plays the call waiting tone (single beep), displays a caller ID notification and rolls the incoming call over to the other line.

To configure call waiting on the Cisco Unified IP Phone 6921, 6941, and 6961:

1. On an unassigned programmable button on the phone, configure an additional line by either assigning the same directory number on a different partition or by assigned a different directory number.

a. When you configure the second line by assigning the same directory number on more than one line, the DN on the second line must be on a different partition. Each time that you assign the same DN to another line, you must create a unique partition and assign the directory to that partition.

b. When you configure the second line by assigning a different directory number, you must use a previously unassigned and unlisted number.

The second line is an intermediary between the original line (your listed directory number) and your call busy destination, such as your voice messaging system.

2. On the original line, configure the destination for the Call Forward Busy Internal and Call Forward Busy External settings to your second line and the No Answer Ring Duration to a minimum of 10 seconds.

3. On the second line, configure the standard Call Forward All settings that you would normally use for the original line and set the No Answer Ring Duration to a minimum of 10 seconds.


Note You will need to assign a programmable button for each listed directory number.