Cisco Unified IP Phones 7960G/7940G Administration Guide for Cisco Unified Communications Manager 7.0 (SIP)
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

Configuring Corporate and Personal Directories

Configuring Corporate Directories

Configuring Personal Directory

Modifying Phone Button 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 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 then use the Cisco Unified Communications Manager Administration application to configure some telephony features, optionally modify phone templates, set up services, and assign users.

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

This chapter also explains how you control access to options on the Cisco Unified Communications Manager User Options web pages.

You configure most telephony features on the phone itself. For additional information, refer to Cisco Unified IP Phone 7960G and 7940G Phone Guide for Cisco Unified Communications Manager 7.0 (SIP).

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

For information about setting up phones in non-English environments, see Appendix A, "Providing Information to Users Via a Website."

This chapter includes following topics:

Telephony Features Available for the Cisco Unified IP Phone

Configuring Corporate and Personal Directories

Modifying Phone Button 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 7960G and 7940G Phone Guide for Cisco Unified Communications Manager 7.0 (SIP). For a comprehensive listing of features on the phone, refer to Cisco Unified IP Phone Features A-Z.


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


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

Feature
Description
Configuration Reference

Anonymous Call Block

Allows users to reject calls from anonymous callers.

For more information, refer to Cisco Unified Communications Manager Administration Guide, "SIP Profile Configuration" chapter.

Auto Answer

Connects incoming calls automatically after a ring or two.

Auto Answer works with either the speakerphone or headset.

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

Call Hold Ringback

When you complete a call while another call is on hold, causes the phone to ring as a notification that a call is on hold.

For more information, refer to Cisco Unified Communications Manager Administration Guide, "SIP Profile Configuration" chapter.

Call Forward

Allows users to redirect incoming calls to another number.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Configuring Directory Numbers" chapter.

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

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

Call Waiting

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

Requires no configuration.

Caller ID

Displays caller identification such as a phone number, name, or other descriptive text on the phone screen.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Configuring Cisco Unified IP Phones" chapter.

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

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

Caller ID Blocking

Allows users to block their phone numbers or e-mail addresses from phones that have caller identification enabled.

For more information, refer to Cisco Unified Communications Manager Administration Guide, "SIP Profile Configuration" chapter.

Conference

Allows a user to talk simultaneously with multiple parties by calling each participant individually.

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.

For more information, refer to Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

The Service parameter, AdvanceAdhocConference, (disabled by default in Cisco Unified Communications Manager Administration) allows you to enable these features.

For complete information, see the Cisco Unified Communications Manager System Guide, "Conference Bridges" chapter.

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

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 feature is useful for phones that are designated for calling emergency or "hotline" numbers.

For more information, refer to Cisco Unified Communications Manager System Guide, "SIP Dial Rules" chapter.

Redial

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

Requires no configuration.

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.

Note The phone does not support the Extension Mobility, Fast Dial, Personal Address Book, or Web Dialer services.

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 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.

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 Phones" chapter.

Stutter Msg Waiting

Indicates whether a user hears a stutter tone when the phone goes offhook and a message is waiting for the user.

For more information, refer to Cisco Unified Communications Manager Administration Guide, "SIP Profile Configuration" chapter.

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.

For more information, refer to the Cisco Unified Communications Manager Administration Guide, "Understanding Directory Numbers" chapter.


Configuring Corporate and Personal Directories

The Directories button on the Cisco Unified IP Phones 7960G/7940G 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 telephone extension.

To install and set up these features, refer to the Cisco Unified Communications Manager Administration Guide, LDAP System Configuration, LDAP Directory Configuration, and LDAP Authentication Configuration chapters.

After the LDAP directory configuration completes, users can use the Corporate Directory service on your Cisco Unified IP Phone 7960G or 7940G to look up users in the corporate directory.

Configuring Personal Directory

Personal Directory consists of the following features:

Personal Address Book (PAB)

Personal Fast Dials (Fast 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 Fast Dials features from the Cisco Unified Communications Manager User Options web pages

From the Cisco Unified IP Phone—Users can choose Directories > Personal Directory to access the PAB and Fast Dials features from their phones

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 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 Unified IP Phone Address Book Synchronizer.

Modifying Phone Button Templates

Although the Cisco Unified IP Phones 7960G and 7940G support similar features, each phone model can implement these features differently. Modify phone button templates to assign features to phone buttons and to customize features for a phone model.

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 Administration during registration.

To modify a phone button template, choose Device > Device Settings> Phone Button Template from 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 number of buttons and features that you can customize varies based upon Cisco Unified IP Phone model. Familiarize yourself with the configuration options described in Table 5-2.

Table 5-2 Standard Phone Button Templates Listed by Model 

Cisco Unified IP Phone Model
Standard Phone Button Template Description

Standard 7960 SIP

The standard Cisco Unified IP Phone 7960G template uses buttons 1 and 2 for lines and uses buttons 3 through 6 as speed dials or for access to services.

Standard 7940 SIP

The Cisco Unified IP Phone 7940G comes with preconfigured phone button templates:

7940G (2-Line)—Uses button 1 and 2 for lines.

7940G (1-Line)—Uses button 1 for line 1 and button 2 for speed dial.


Setting Up Services

The Services button on the Cisco Unified IP Phones 7960G and 7940G gives users access to Cisco Unified IP 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 stock quotes and weather reports. You can create customized applications for your site.

Before a user can access any service,

You as the system administrator must use Cisco Unified Communications Manager Administration to configure available services.

The user must subscribe most to services using the Cisco Unified Communications Manager 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 Communications Manager Administration Guide and 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 IP Phone Options web-based application, from which they can select and subscribe to configured services. See the "How Users Obtain Support for the Cisco Unified IP Phone" section on page A-1 for a summary of the information that you must provide to end users.

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

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

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

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

Refer to Cisco Unified Communications Manager Administration Guide for more information about adding users. Refer to Cisco Unified Communications Manager System Guide for details about user information.

To add users in batches, use the Bulk Administration Tool. This method also enables you to set an identical default password for all users.

Refer to Cisco Unified Communications Manager Bulk Administration Guide for details.

Managing the User Options Web Pages

From the User Options web page, users can customize and control several phone features and settings, these include Incoming Call Forwarding, Line Text Label, and IP Phone Services. For detailed information about the User Options web pages, refer to Cisco Unified IP Phone 7960G and 7940G Phone Guide.

Giving Users Access to the User Options Web Pages

Before a user can access the User Options web pages, you must use Cisco Unified Communications Manager Administration to add the user to a standard Cisco Unified Communications Manager end user group: choose User Management > User Groups.

For additional information, refer to Cisco Unified Communications Manager Administration Guide, "End User Configuration" section.

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 displays.

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.