This appendix provides minimum, basic configuration steps for
you to do the following:
Add a new user to Cisco Unified Communications Manager
Configure a new phone for that user
Associate that user to that phone
Complete other basic end-user configuration tasks
The procedures provide one method for performing these tasks and
are not the only way to perform these tasks. They are a streamlined approach to
get a new user and corresponding phone running on the system.
These procedures are designed to be used on a mature Cisco
Unified Communications Manager system where calling search spaces, partitions,
and other complicated configuration have already been done and are in place for
Example User Information
In the procedures that follow, example are given when possible to illustrate some of the steps. Sample user and phone information used throughout these procedures includes:
User’s Name: John Doe
User ID: johndoe
Phone model: 8941
MAC address listed on phone: 00127F578941
Five-digit internal telephone number: 26640
Cisco Unified Communications Manager User Addition
This section describes steps for adding a user to Cisco Unified
Communications Manager. Follow one of the procedures in this section, depending
on your operating system and the manner in which you are adding the user:
If you added a user to an LDAP Directory (a non–Cisco Unified
Communications Server directory), you can immediately synchronize that
directory to the Cisco Unified Communications Manager on which you are adding
this same user and the user’s phone by following these steps.
If you do not need to immediately synchronize the LDAP Directory
to the Cisco Unified Communications Manager, the LDAP Directory Synchronization
Schedule on the LDAP Directory window determines when the next
auto-synchronization 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 to Cisco Unified Communications Manager Administration by following
Management > End User, then click
Add New. The
End User Configuration window appears.
In the User Information pane of this window, 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.
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
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
To identify the user’s phone model and protocol, perform these
From Cisco Unified Communications Manager administration, choose
Device > Phone.
Select the user’s phone model from the Phone Type drop-down list,
Phone Configuration window appears. On the
Phone Configuration window, you can use the
default values for most of the fields.
Set Up Phone Fields
To configure the required fields and some key additional
fields, perform these steps.
For the required fields, possible values, some of which are based
on the example of user johndoe, can be configured as follows:
In the Device Information pane of this window:
MAC Address: Enter the MAC address of the phone, which is
listed on a sticker on the phone.
Make sure that the value comprises 12 hexadecimal characters.
Example: 00127F578941 (MAC address on john doe’s phone)
Description: This is an optional field in which you can
enter a useful description, such as
john doe’s phone. This will help you if you need to
search on information about this user.
Device Pool: Choose the device pool to which you want this
phone assigned. The device pool defines sets of common characteristics for
devices, such as region, date/time group, softkey template, and MLPP
Device Pools are defined on the Device Pool Configuration
window of Cisco Unified Communications Server Administration
(System > Device
Phone Button Template: Choose the appropriate phone button
template from the drop-down list. The phone button template determines the
configuration of buttons on a phone and identifies which feature (line, speed
dial, and so on) is used for each button.
Phone button templates are defined on the Phone Button
Template Configuration window of Cisco Unified Communications Manager
Administration (Device > Device
Settings > Phone Button
Template). You can use the search fields in
conjunction with the
Find button to find all configured phone
button templates and their current settings.
Softkey Template: Choose the appropriate softkey template.
The softkey template determines the configuration of the softkeys on Cisco
Unified IP Phones. Leave this field blank if the common device configuration
contains the assigned softkey template.
Softkey templates are defined on the Softkey Template
Configuration window of Cisco Unified Communications Manager Administration
(Device > Device
Settings > Softkey Template). You
can use the search fields in conjunction with the
Find button to find all configured
softkey templates and their current settings.
Common Phone Profile: From the drop-down list box, choose a
common phone profile from the list of available common phone profiles.
Common Phone Profiles are defined on the Common
Phone Profile Configuration window of Cisco Unified Communications
(Device > Device
Settings > Common Phone Profile).
You can use the search fields in conjunction with the
Find button to find all configured
common phone profiles and their current settings.
Calling Search Space: From the drop-down list box, choose
the appropriate calling search space (CSS). A calling search space comprises a
collection of partitions (analogous to a collection of available phone books)
that are searched to determine how a dialed number should be routed. The
calling search space for the device and the calling search space for the
directory number get used together. The directory number CSS takes precedence
over the device CSS.
Calling Search Spaces are defined on the
Calling Search Space Configuration window
of Cisco Unified Communications Manager Administration
(Calling routing > Class of
Control > Calling Search Space).
You can use the search fields in conjunction with the Find button to find all
configured Calling Search Spaces and their current settings.
Location: Choose the appropriate location for this Cisco
Unified IP Phone.
Owner User ID: From the drop-down menu, choose the user ID
of the assigned phone user.
In the Protocol Specific Information pane of this window,
choose a Device Security Profile from the drop-down list. To enable security
features for a phone, you must configure a new security profile for the device
type and protocol and apply it to the phone. If the phone does not support
security, choose a non-secure profile.
To identify the settings that are contained in the profile,
System > Security
Profile > Phone Security Profile.
The security profile chosen should be based on the overall
security strategy of the company.
In the Extension Information pane of this window, check the
Enable Extension Mobility box if this phone supports Cisco Extension Mobility.
Configure line settings:
On the Phone Configuration window, click Line 1 on the left
pane of the window. The
Directory Number Configuration window
In the Directory Number field, enter a valid number that can
This field should contain the same number that appears in the
Telephone Number field on the User Configuration window.
Example: 26640 is the directory number of user John Doe
in the example above.
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.
From the Calling Search Space drop-down list (Directory Number
Settings pane of the Directory Number Configuration window), choose the
appropriate calling search space. A calling search space comprises a collection
of partitions that are searched for numbers that are called from this directory
number. The value that you choose applies to all devices that are using this
In the Call Pickup and Call Forward Settings pane of the
Directory Number Configuration window, 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 be forwarded to the voice mail for this
line, check the Voice Mail box next to the
Forward Busy Internal and
Forward Busy External items in the left column of the
Call Pickup and Call Forward Settings pane.
"Line 1 on Device..." pane of the Directory Number
Configuration window, configure the following:
Display (Internal Caller ID field): You can enter the first
name and last name of the user of this device so that this name will be
displayed for all internal calls. You can also 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
You can enter a maximum of 24 number and
"X" characters. The Xs represent the directory number and
must appear at the end of the pattern.
Example: Using the john doe extension in the example
above, 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 Update Shared Device Settings check box beside the device and click
Propagate Selected. The check box at
right displays only if other devices share this directory number.
Click Associate End Users at the bottom
of the window to associate a user to the line being configured. Use
Find in conjunction with the Search fields
to locate the user, then check the box next to the user’s name, then click
Add Selected. The user’s name and user ID
should now appear in the
"Users Associated With Line" pane of the
Directory Number Configuration window.
Save. The user is now associated with Line
1 on the phone.
If your phone has a second line, configure Line 2.
Associate the user with the device:
Management > End User.
Use the search boxes and
Find to locate the user you have
added (for example, doe for the last name).
Click on the user ID (for example,
End User Configuration window appears.
Use the Search fields and
Find to locate the device with which
you want to associate to the user. Select the device, then click
Save Selected/Changes. The user is
now associated with the device.
Go next to the
"Back to User" Related link in the upper-right corner
of the screen.
If you are
not already in the End User Configuration window, choose
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
In the End
User Configuration window, follow these steps:
In the Directory
Number Associations area of the screen, set the primary extension from the
In the Mobility
Information area, check the Enable Mobility box.
Permissions Information area, 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 is defined as a Standard CCM End User
To view all
configured user groups, choose
Management > User Group.
In the Extension
Mobility area, check the Enable Extension Mobility Cross Cluster box if the
user is allowed for Extension Mobility Cross Cluster service.