Cisco Unified IP Phone 8961, 9951, and 9971 Administration Guide for Cisco Unified Communications Manager 8.6 (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

Park Monitoring

Setting the Service Parameters for Park Monitoring

Setting Park Monitoring Parameters in Directory Number Configuration Window

Setting Park Monitoring Parameter in Hunt Pilot Configuration Window

Configuring Product Specific Configuration Parameters

Configuring Corporate and Personal Directories

Configuring Corporate Directories

Configuring Personal Directory

Feature Buttons and Softkeys

Modifying Phone Button Templates

Modifying a Phone Button Template for All Calls

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

Setting up PAB or Speed Dial as an IP Phone service

Modifying a phone button template for PAB or Fast Dial

Configuring Feature Control Policies

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

Adding a User to the End User Group

Associating the Phones with the User

Specifying Options that Appear on the User Options Web Pages

Configuring Features

Setting up Automatic Port Synchronization

Setting up Bluetooth Profiles

Setting up Call Forward Notification

Setting up Client Matter Codes

Setting up Dual Bank Information

Setting up Forced Authorization Codes

Setting up the Incoming Call Toast Timer

Setting up Peer Firmware Sharing

Setting up Remote Port Configuration


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.

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

Configuring Product Specific Configuration Parameters

Configuring Corporate and Personal Directories

Feature Buttons and Softkeys

Park Monitoring

Modifying Phone Button Templates

Configuring Feature Control Policies

Setting Up Services

Adding Users to Cisco Unified Communications Manager

Managing the User Options Web Pages

Configuring Features

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 8-1 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, see Cisco Unified IP Phone 8961, 9951, and 9971 User Guide for Cisco Unified Communications Manager. Also, see Table 8-4 for a list of features that can be configured as programmable buttons; Table 8-4 also lists whether a feature is a softkey or a dedicated feature button.


Note Cisco Unified Communications Manager Administration also provides several service parameters that you can use to configure various telephony functions. For more information about accessing and configuring service parameters, see Cisco Unified Communications Manager Administration Guide. For more information about the functions of a service, click on the name of the parameter or the question mark help button in the Service Parameter Configuration window.


Table 8-1 Telephony Features for the Cisco Unified IP Phone 

Feature
Description
Configuration Reference

Agent Greeting

Allows an agent to create and update a prerecorded greeting that plays at the beginning of a call, such as a customer call, before the agent begins the conversation with the caller. The Agent can prerecord a single greeting or multiple ones as needed and create and update them.

When a customer calls, both callers hear the prerecorded greeting. The agent can remain on mute until the greeting ends or answer the call over the greeting.

All codecs supported for the phone are supported for Agent Greeting calls.

To enable Agent Greeting in the Cisco Unified CM Administration application, choose Device > Phone, locate IP Phone that you want to configure. Scroll to the Device Information Layout pane and set Built In Bridge to On or Default.

If Built In Bridge is set to Default, in the Cisco Unified CM Administration application, choose System > Service Parameter and select the appropriate Server and Service. Scroll to the Clusterwide Parameters (Device - Phone) pane and set Builtin Bridge Enable to On.

For more information, see:

Cisco Unified Communications Manager Features and Services Guide, Barge and Privacy.

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

All Calls

Allows a user to view a list, sorted in chronological order (oldest first), of all active calls on all of their phone lines.

For more information, see the "Modifying a Phone Button Template for All Calls" section.

Anonymous Call Block

Allows a user to reject calls from anonymous callers.

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

Any Call Pickup

Allows users to pick up a redirected call via the CTI application, on any line in their call pickup group, regardless of how the call routed to the phone.

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

Answer (oldest call)

Allows a user to answer the oldest call that is available on all line appearances on the user's phone, including Hold Reversion and Park Reversion calls that are in an altering state.

No configuration required other than to make this a programmable feature button.

Assisted Directed Call Park

Lets the end user press only one button to direct-park a call. This requires you to configure a BLF Directed Call Park button. Then, when the user presses an idle BLF Directed Call Park feature button for an active call, the active call is immediately parked at the Dpark slot associated with the Directed Call Park feature button.

For more information, see the Cisco Unified Communications Manager Features and Services Guide, "Configuring Directed Call Park" section.

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 dial

Allows the phone user to choose from matching numbers in the Placed Calls log while dialing. To place the call, the user can choose a number from the Auto Dial list or continue to enter digits manually.

Requires no configuration.

Automatic Port Synchronization

When the Cisco Unified CM administrator uses the Remote Port Configuration feature to set the speed and duplex function of an IP Phone remotely, loss of packets can occur if one port is slower than the other.

The Automatic Port Synchronization feature synchronizes the ports to the lowest speed among the two ports, which eliminates packet loss. When automatic port synchronization is enabled, we recommend that both ports be configured for autonegotiate. If one port is enabled for autonegotiate and the other is at a fixed speed, the phone synchronizes to the fixed port speed.

Note If both the ports are configured for fixed speed, the Automatic Port Synchronization feature is ineffective.

Note The Remote Port Configuration and Automatic Port Synchronization features are compatible only with IEEE 802.3AF Power of Ethernet (PoE) switches. Switches that support only Cisco Inline Power are not compatible. Enabling this feature on phones that are connected to these types of switches could result in loss of connectivity to Cisco Unified CM, if the phone is powered by PoE.

For more information, see Setting up Automatic Port Synchronization.

Barge

Allows a user to join a non-private call on a shared phone line. Barge features adds a user to a call and converts it into a conference, allowing the user and other parties to access conference features.

Note The Cisco Unified IP Phone can still use barge when the Built in Bridge Enable service parameter is set to off. To prevent a user from using the barge feature on the Cisco Unified IP Phone, you must disable Barge in Feature Control Policy for the phone.

For more information, see:

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.

Cisco Unified Communications Manager Administration Guide, "Feature Control Policy Configuration."

Bluetooth Profiles

Allows you to select the bluetooth profiles for Cisco Unified Phone 9951 and 9971. The two profiles are:

Handsfree

Human Interface Device

For more information, see Setting up Bluetooth Profiles and Cisco Unified Communications Manager Administration 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, call log, or directory listing 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, see:

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

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

Call Chaperone

Allows an authorized Call Chaperone user to supervise and record a call.

Note This feature works only if the External Call Control feature, described later in this table, is also configured.

The Call Chaperone user intercepts and answers the call from calling party, manually creates a conference to the called party and remains on the conference to supervise and record the call. Cisco Unified IP Phones with the Call Chaperone feature configured on them display a Record softkey. The Call Chaperone user presses the Record softkey to record a call.

For chaperoned calls, an announcement is played or spoken by one of the participants at the start of the call. An announcement alerts later participants in the call that the call is being recorded.

For more information, see the Cisco Unified Communications Manager Features and Services Guide, "External Call Control" chapter.

Call display restrictions

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

For more information, see:

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

Call forward options can be assigned on a per-line basis.

For more information, see:

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 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 Forward Notification

Allows you to configure the information that the user sees when receiving a forwarded call.

For more information, see Setting up Call Forward Notification.

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 a user to answer a call that is ringing on a co-worker's phone by redirecting the call. You can configure the call pickup feature to support the following:

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

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

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

Allows a user to answer a call ringing on a phone in another group that is associated with their own group.

You can configure the phone to allows a user to use one-touch pickup functionality for call pickup features.

You can configure audio and visual alerts for the primary line on the phone. These alerts notify 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 recording

Allows a supervisor to record an active call. The user might hear a recording audible alert tone during a call when it is being recorded.

When a call is secured, the security status of the call is displayed as a lock icon on Cisco Unified IP Phones. The connected parties might also hear an audible alert tone that indicates the call is secured and is being recorded.

The intercom feature is disabled when a call is being monitored or recorded.

When an active call is being monitored or recorded, you can receive or place intercom calls; however, if you place an intercom call, the active call is put on hold, which causes the recording session to terminate and the monitoring session to suspend. To resume the monitoring session, the party whose call is being monitored must resume the call.

For more information, see Cisco Unified Communications Manager Features and Services Guide, "Monitoring and Recording" chapter.

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.

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

Caller ID

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

For more information, see:

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 with caller identification enabled.

For more information, see:

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.

CAST for SIP

Establishes communication between the Cisco Unified Video Advantage (CUVA) and the Cisco Unified IP Phones to support video on the PC even on IP Phones without video capability.

For more information, see the Cisco Unified Communications Manager 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.

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 Extension Mobility Change PIN

Enables a user to change the PIN from a Cisco Unified IP Phone.

The PIN can be changed by:

Using the ChangePIN softkey on the Extension Mobility logout screen.

Configuring the Change Credential IP Phone Service on the phone.

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

For changing the PIN by change credential service, see Configuring the Change Credential IP Phone Service section in the Cisco Unified Communications Manager Administration.

Cisco Extension Mobility Cross Cluster

Enables a user configured in one cluster to sign into a Cisco Unified IP Phone in another cluster.

Users from a home cluster sign into a Cisco Unified IP Phone at a visiting cluster.

Configure Cisco Extension Mobility on Cisco Unified IP Phones before you configure EMCC.

For more information, see the Cisco Unified Communications Manager Features and Services Guide, "Cisco Extension Mobility Cross Cluster" chapter.

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 Code

When enabled, requires a user to enter a code to identify that the call relates to a specific client matter.

For more information, see Setting up Client Matter Codes and the Route Pattern Configuration section of the Cisco Unified Communications Manager Administration Guide.

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.

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

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

For information about 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.

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.

For more information, go to the "Call Park and Directed Call Park" 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 or to the busy target. Divert acts on the highlighted call only. Incoming calls are not automatically highlighted. If a second call rings while the user is on the first call, Divert acts on the first call unless the user actively highlights the second call. When a call is diverted, the line becomes available to make or receive new calls.

When Enhanced Immediate Divert is enabled, it allows users to transfer incoming calls directly to their voice messaging system or to the voice messaging system of the original called party.

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

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

Dual Bank Information

Allows the Cisco Unified CM administrator to upgrade phone firmware with a new load before resetting the previous load to an Inactive load status.

The Cisco Unified CM administrator can verify whether the active and inactive loads were swapped correctly.

For more information, see Setting up Dual Bank Information.

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 with 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 window and the Phone configuration window (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.

EnergyWise

Enables an IP Phone to sleep (power down) and wake (power up) at predetermined times, to promote energy savings

For more information, see Enabling EnergyWise on the Cisco Unified IP Phone.

External Call Control

Allows Cisco Unified Communications Manager to route audio and video calls to a route server that hosts routing rules.

The route server receives routing requests from Cisco Unified Communications Manager and in turn returns routing directives to Cisco Unified Communications Manager.

For more information, see the Cisco Unified Communications Manager Features and Services Guide, "External Call Control" chapter.

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 Code

Requires a user to enter an authorization code to place a call. Controls the types of calls that certain users can place.

For more information, see Setting up Forced Authorization Codes and the Route Pattern Configuration section of the Cisco Unified Communications Manager Administration 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 and a brief message on the status line.

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.

To place a call on hold, select the Hold button. To resume a call, choose the line with the held call and select the Resume softkey.

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 Display

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 an incoming call is offered to a directory number that is part of the hunt group, this feature displays the main directory number in addition to the calling party.

For more information, see:

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

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

Cisco Unified Communications Manager Administration Guide, "CTI Route Point Configuration" chapter.

Incoming Call Toast Timer

Allows you to set the length of time that an incoming call toast (notification) appears on the phone screen.

For more information, see Setting up the Incoming Call Toast Timer.

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.

Note Intercom feature does not support Extension Mobility Cross Cluster.

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

Intelligent Session Control

Reroutes a enterprise originated call to a user's mobile phone to the enterprise number. The call only rings the user's mobile but not the desk phone. When the call is answered on the mobile phone, the desk phone displays a Remote in Use message. During these calls, a user can use the various features of the mobile phone.

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

Line select

If this feature is disabled (default), then the ringing line is selected. When enabled, the primary line is picked up even if a call is ringing on another line. The User must manually select the other line.

Note This feature can also be enabled or disabled for Extension Mobility.

For more information, see the option "Always use prime line" in the following chapters of Cisco Unified Communications Manager Administration Guide:

"Device Profile Configuration"

"Common Phone Profile Configuration"

"Cisco Unified IP Phone Services Configuration"

Line select for voice messages

When disabled (default), pressing the Messages button selects the line that has a voice message. If more than one line has voice mail, then the first available line is selected. When enabled, the primary line is always used to retrieve voice messages.

Note This feature can also be enabled or disabled for Extension Mobility.

For more information, see the option "Always use prime line for voice message" in the following chapters of Cisco Unified Communications Manager Administration Guide:

"Device Profile Configuration"

"Common Phone Profile Configuration"

"Cisco Unified IP Phone Services Configuration"

Log out of Hunt Groups

Allows users to sign 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 "Setting Up Services" 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 using the Report Caller button or softkey.

For more information see:

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, see:

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 see:

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 (MWI)

The MWI is both a visual indicator, viewable from 360 degrees and an audible message waiting indicator. Users change the voice message light on their handset and the audible voice message indicator on their phone by logging in to their User Options web pages and accessing the message indicator settings. Users change the setting to on or off.

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

Missed Call History

Allows a user to specify whether missed calls are logged in the missed calls history for a given line appearance.

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

Mobile Connect

Enables users to manage business calls using a single phone number and pick up in-progress calls on the desktop 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.

Also see the "Session Handoff" entry in this table.

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.

Multiple calls per line appearance

Each line can support multiple calls. Only one call can be active at any time; other calls are automatically placed on hold.

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

On-hook Dialing

Allows a user to dial a number without going off hook. The user can then either pick up the handset, press the Call softkey, or press either the headset or speaker buttons to initiate the call.

For more information, see the Cisco Unified IP Phone 9971 User Guide for Cisco Unified Communications Manager (SIP), "Calling Features" chapter.

Park Monitoring

Monitors the status of a parked call. The park monitoring call bubble is not cleared until the parked call gets retrieved or is abandoned by the parkee. This parked call can be retrieved using the same call bubble on the parker's phone.

For more information, see the "Park Monitoring" section.

For information about call park, see the Cisco Unified Communications Manager Features and Services Guide, "Call Park and Directed Call Park" chapter.

Peer Firmware Sharing

The Peer Firmware Sharing feature provides these advantages in high speed campus LAN settings:

Limits congestion on TFTP transfers to centralized remote TFTP servers

Eliminates the need to manually control firmware upgrades

Reduces phone downtime during upgrades when large numbers of devices are reset simultaneously

Peer Firmware Sharing may also aid in firmware upgrades in branch/remote office deployment scenarios running over bandwidth-limited WAN links.

When enabled, it allows the phone to discover like phones on the subnet that are requesting the files that make up the firmware image, and to automatically assemble transfer hierarchies on a per-file basis. The individual files making up the firmware image are retrieved from the TFTP server by only the root phone in the hierarchy, and are then rapidly transferred down the transfer hierarchy to the other phones on the subnet using TCP connections.

This menu option indicates whether the phone supports peer firmware sharing. Settings include:

Enabled—default

Disabled

Note Phone firmware release 9.1(1) supports HTTP and TFTP firmware downloads methods.

For more information, see Setting up Peer Firmware Sharing.

Phone secure web access

Cisco Unified IP Phones can now securely access the web with the use of a phone trust store called "phone-trust."

Cisco Unified Communications Manager Security Guide, "Security Overview" chapter.

Plus Dialing

Allows the user to dial E.164 numbers prefixed with a "+" sign.

To dial the + sign, the user needs to press and hold the "*" key for at least 1 second. This applies to dialing the first digit for an on-hook or off-hook call only.

Requires no configuration.

Power Negotiation over LLDP

Allows the phone to negotiate the power using LLDP and CDP protocols.

Power Negotiation should not be disabled when connected to a switch that supports power negotiation. If disabled, it could cause the switch to shut off power to the phone.

The Power Negotiation is enabled by default.

To change the setting of Power Negotiation to Disabled, select Disabled in the Power Negotiation drop-down list box in the Phone Configuration window, Product Specific Configuration.

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

Presence-enabled directories

Allows a user to monitor the call state of another directory number (DN) listed in call logs, speed-dials, and corporate directories. The Busy Lamp Field (BLF) for the DN displays the call state.

For more information, go to the "Presence" 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 screens about the call of the other user.

For more information see:

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 Button

The administrator can assign features to programmable keys. When the administrator configures features on the feature button, they always remain visible and accessible to the user; for example the administrator can assign a dedicated Pickup button on the phone.

For more information, see:

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

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

Protected calling

Provides a secure (encrypted) connection between two phones. A security tone is played at the beginning of the call to indicate that both phones are protected. Some features, such as conference calling, shared lines, Extension Mobility, and Join Across Lines are not available when protected calling is configured. Protected calls are not authenticated.

For more information about security, see the "Overview of Supported Security Features" section.

For additional information, see the Cisco Unified Communications Manager Security Guide.

Quality Reporting Tool (QRT)

Allows users to use the Report Quality feature button or softkey on a phone to submit information about problem phone calls. QRT can be configured for either of two user modes, depending upon the amount of user interaction desired with QRT.

For more information see:

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 the Redial softkey.

Requires no configuration.

Remote Port Configuration

Allows the administrator to configure the speed and duplex function of the phone Ethernet ports remotely by using Cisco Unified CM Administration. This enhances the performance for large deployments with specific port settings.

Note If the ports are configured for Remote Port Configuration in Cisco Unified CM, the data cannot be changed on the phone.

For more information, see Setting up Remote Port Configuration.

Ring Tone Setting

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

For more information see:

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

"Creating Custom Phone Rings" section.

Ringtone

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.

Secure and Nonsecure Indication Tone

When a phone is configured as secure (encrypted and trusted) in Unified CM, it can be given a "protected" status. After that if desired, the protected phone can be configured to play an indication tone at the beginning of a call:

Protected Device—To change the status of a secure phone to protected, check the "Protected Device" check box in Cisco Unified Communications Manager Administration > Device > Phone > Phone Configuration.

Play Secure Indication Tone—To enable the protected phone to play a secure or nonsecure indication tone, set the "Play Secure Indication Tone" to True. (The default is False.) You set this option in Cisco Unified Communications Manager Administration > System > Service Parameters. Select the server and then the Unified CM service. In the Service Parameter Configuration window, select the option in the Feature - Secure Tone area. (The default is False.)

Only protected phones hear these secure or nonsecure indication tones. (Nonprotected phones never hear tones.) If the overall call status changes during the call, the indication tone changes accordingly. At that time, the protected phone plays the appropriate tone.

A protected phone plays a tone or not under these circumstances:

When the option to play the tone is enabled Play Secure Indication Tone option is enabled (True):

When end-to-end secure media is established and the call status is secure, the phone plays the secure indication tone (three long beeps with pauses).

When end-to-end nonsecure media is established and the call status is nonsecure, the phone plays the nonsecure indication tone (six short beeps with brief pauses).

If the Play Secure Indication Tone option is disabled, no tone is played.

Requires no configuration.

Secure Conference

Allows secure phones to place conference calls using a secured conference bridge.

As new participants are added by using Confrn, Barge softkeys or MeetMe conferencing, the secure call icon displays as long as all participants use secure phones.

The Conference List displays the security level of each conference participant. Initiators can remove non-secure participants from the Conference List. (Non-initiators can add or remove conference participants if the Advanced Adhoc Conference Enabled parameter is set.)

For more information about security, see the "Overview of Supported Security Features" section.

For additional information, see:

Cisco Unified Communications Manager System Guide, "Conference Bridges" chapter

Cisco Unified Communications Manager Administration Guide, "Conference Bridge Configuration" chapter

Cisco Unified Communications Manager Security Guide.

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 Some services appear on the phone by default, or you can disable them so that they do not display on the phone.

For more information see:

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 see:

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

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

Session Handoff

Allows users to switch calls from a mobile phone to Cisco Unified devices that share the same line. Handsets on all the devices on the shared line then flash simultaneously.

After a user answers the call from one of the Cisco Unified devices, the other Cisco Unified devices that share the same line display a Remote in Use message. However, if the call fails to switch from the mobile phone, the mobile phone might display a Cannot Move Conversation message.

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

Cisco Unified Communications Manager Features and Services Guide, "Cisco Unified Mobility Advantage and Cisco Unified Mobile Communicator Integration" chapter.

Shared line

Allows a user with multiple phones to 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.

Monitoring and Recording

Allows a supervisor to monitor an active call silently. The supervisor cannot be heard by either party on the call. The user may receive an audible alert during a call when it is being monitored.

When a call is secure, a lock icon is displayed. Callers may also receive an audible alert to indicate that the call is being monitored. The connected parties may also receive an audible alert that indicates the call is secure and is being monitored.

When an active call is being monitored or recorded, the user can receive or place intercom calls; however, if the user places an intercom call, the active call is put on hold. This causes the recording session to terminate and the monitoring session to suspend. To resume the monitoring session, the person being monitored must resume the call.

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

SSH Disable

Enables or disables the use of SSH on the phone.

For more information, see Enabling and Disabling SSH.

Softkey Policy Control

Enables you to configure certain features as either softkeys or programmable feature buttons. The features are:

Malicious Caller ID

Pick Up

Group Pick Up

Other Pick Up

Meet Me

Quality Reporting Tool

Mobility

For more information, see:

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

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

Speed Dial

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

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

Users assign index codes from the User Options web pages.

For more information see:

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 see:

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

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

Time Zone Update

Updates the Cisco Unified IP Phone with time zone changes.

For more information, see the Cisco Unified Communications Manager Administration Guide, "Date/Time Group Configuration" chapter.

Transfer

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

The user can connect two calls to each other. The user can remain on the line or transfer the call without staying on line.

Requires no configuration.

Video mode

Allows a user to select the video display mode for viewing a video conference, depending on the modes configured in the system.

For more information:

See Cisco Unified Communications Manager Administration Guide, "Conference Bridge Configuration" chapter.

See Cisco Unified Communications Manager System Guide, "Understanding Video Telephony" chapter.

Video Support

Enables video support on the phone.

For more information see:

Cisco Unified Communications Manager Administration Guide, "Conference Bridge Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Understanding Video Telephony" chapter.

Cisco VT Advantage Administration Guide, "Overview of Cisco VT Advantage" chapter.

VPN

Using SSL, provides a virtual private network (VPN) connection on the Cisco Unified IP Phone when it is located outside a trusted network or when network traffic between the phone and Unified CM must cross untrusted networks.

For more information, see Cisco Unified Communications Manager Security Guide, Configuring Virtual Private Networks.

Voice messaging system

Enables callers to leave messages if calls are unanswered.

For more information see:

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.


Park Monitoring

Park monitoring is supported only when a Cisco Unified IP Phone 8961, 9951, or 9971 parks a call. Park monitoring then monitors the status of a parked call. The park monitoring call bubble is not cleared until the parked call gets retrieved or is abandoned by the parkee. This parked call can be retrieved using the same call bubble on the parker's phone.

The following sections describe the options for configuring park monitoring:

Setting the Service Parameters for Park Monitoring

Setting Park Monitoring Parameters in Directory Number Configuration Window

Setting Park Monitoring Parameter in Hunt Pilot Configuration Window

Setting the Service Parameters for Park Monitoring

Cisco Unified Communications Manager administration provides three clusterwide service timer parameters for park monitoring: Park Monitoring Reversion Timer, Park Monitoring Periodic Reversion Timer, and Park Monitoring Forward No Retrieve Timer. Each service parameter includes a default and requires no special configuration. These timer parameters are for park monitoring only; the Call Park Display Timer and Call Park Reversion Timer are not used for park monitoring. See Table 8-2 for descriptions of these parameters.

Table 8-2 Service Parameters for Park Monitoring 

Field
Description

Park Monitoring Reversion Timer

Default is 60 seconds. This parameter determines the number of seconds that Cisco Unified Communications Manager waits before prompting the user to retrieve a call that the user parked. This timer starts when the user presses the Park softkey on the phone, and a reminder is issued when the timer expires.

You can override the value specified in this service parameter on a per-line basis in the Directory Number Configuration window (in Cisco Unified Communications Manager administration, choose Call Routing > Directory Number), in the Park Monitoring section. Specify a value of 0 to immediately utilize the periodic reversion interval specified in the Park Monitoring Periodic Reversion Timer service parameter (see the description that follows). For example, if this parameter is set to zero and the Park Monitoring Periodic Reversion Timer is set to 15, the user is immediately prompted about the parked call and every 15 seconds thereafter until the Park Monitoring Forward No Retrieve Timer (see the description that follows) expires.

Park Monitoring Periodic Reversion Timer

Default is 30 seconds.This parameter determines the interval (in seconds) that Cisco Unified Communications Manager waits before prompting the user again that a call is parked. To be connected to the parked call, the user can simply go off-hook during one of these prompts. Cisco Unified Communications Manager continues to prompt the user about the parked call as long as the call remains parked and until the time specified in the Park Monitoring Forward No Retrieve Timer (see the description that follows) expires. Specify a value of 0 to disable periodic prompts about the parked call.

Park Monitoring Forward No Retrieve Timer

Default is 300 seconds. This parameter determines the number of seconds that park reminder notifications occur before the parked call is forwarded to the Park Monitoring Forward No Retrieve destination specified in the parker Directory Number Configuration window. (If no forward destination is provided in Cisco Unified Communications Manager Administration, the call is returned to the line that parked the call.) This parameter starts when the time specified in the Park Monitoring Reversion Timer service parameter has expired. When the Park Monitoring Forward No Retrieve Timer expires, the call is removed from park and forwarded to the specified destination or returned to the parker line.



Note To set the timers, in Cisco Unified Communications Manager administration, choose System > Service Parameters and update the Park Monitoring Reversion Timer, Park Monitoring Periodic Reversion Timer, and Park Monitoring Forward No Retrieve Timer fields in the Clusterwide Parameters (Feature-General) pane.


Setting Park Monitoring Parameters in Directory Number Configuration Window

The Directory Number Configuration window (in Cisco Unified Communications Manager administration, choose Call Routing > Directory Number) contains an area called "Park Monitoring," where you can configure the three parameters shown in Table 8-3.

Table 8-3 Park Monitoring Parameters in Directory Number Configuration Window 

Field
Description

Park Monitoring Forward No Retrieve Destination External

When the parkee is an external party, then the call is forwarded to the specified destination in the parker's Park Monitoring Forward No Retrieve Destination External parameter. If the Forward No Retrieve Destination External field value is empty, the parkee is redirected to the parker's line.

Park Monitoring Forward No Retrieve Destination Internal

When the parkee is an internal party, then the call is forwarded to the specified destination in the parker's Park Monitoring Forward No Retrieve Destination Internal parameter. If the Forward No Retrieve Destination Internal is empty, the parkee is redirected to the parker's line.

Park Monitoring Reversion Timer

This parameter determines the number of seconds that Cisco Unified Communications Manager waits before prompting the user to retrieve a call that the user parked. This timer starts when the user presses the Park softkey on the phone, and a reminder is issued when the timer expires.

Default: 60 seconds

Note If you configure a non-zero value, this value overrides the value of this parameter set in the Service Parameters window. However, if you configure a value of 0 here, then the value in the Service Parameters window is used.


Setting Park Monitoring Parameter in Hunt Pilot Configuration Window

When a call that was routed via the hunt list is parked, the Hunt Pilot Park Monitoring Forward No Retrieve Destination parameter value is used (unless it is blank) when the Park Monitoring Forward No Retrieve Timer expires. This value is configured in the Hunt Pilot Configuration window (in Cisco Unified Communications Manager administration, choose Call Routing > Route/Hunt > Hunt Pilot). If the Hunt Pilot Park Monitoring Forward No Retrieve Destination parameter value is blank, then the call is forwarded to the destination configured in the Directory Number Configuration window when the Park Monitoring Forward No Retrieve Timer expires.

Configuring Product Specific Configuration Parameters

Cisco Unified Communications Manager Administration allows you to set some product-specific configuration parameters for Cisco Unified IP Phones in any of the following windows:

Phone Configuration window (Device > Phone); Product Specific Configuration portion of window

Common Phone Profile window (Device > Device Settings > Common Phone Profile)

Enterprise Phone Configuration window (System > Enterprise Phone Configuration)

List of Parameters

You can set the following parameters in any of the previously-listed configuration windows:

Back USB Port (for Cisco Unified IP Phones 9951 and 9971)

Side USB Port

Enable/Disable USB Classes

Bluetooth (for Cisco Unified IP Phones 9951 and 9971)

Bluetooth Profiles (only for Cisco Unified IP Phones 9951 and 9971)

WLAN (for Cisco Unified IP Phone 9971 only)

Settings Access

Web Access

Days Display Not Active

Display on Time

Display on Duration

Display Idle Timeout

Enable Power Save Plus

Phone On Time

Phone Off Time

Phone Off Idle Timeout

Enable Audio Alert

EnergyWise Domain

EnergyWise Secret

Allow EnergyWise Overrides

Load Server

RTCP

Peer Firmware Sharing

Cisco Discovery Protocol (CDP): Switch Port

Cisco Discovery Protocol (CDP): PC Port

Link Layer Discovery Protocol - Media Endpoint Discover (LLDP-MED): Switch Port

Link Layer Discovery Protocol (LLDP): PC Port

802.1x Authentication

Switch Port Remote Configuration

PC Port Remote Configuration

Automatic Port Synchronization


Note Descriptions of these parameters can be found by clicking the "?" button in Cisco Unified Communications Manager administration.


Override Common Settings check box

When you set the parameters, select the Override Common Settings check box for each setting you wish to update. If you do not check this box, the corresponding parameter setting does not take effect. If you set the parameters at the three configuration windows, the setting takes precedence in the following order:

Phone Configuration window

Common Phone Profile window

Enterprise Phone Configuration window

Configuring Corporate and Personal Directories

The Contact button on the Cisco Unified IP Phone 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.

After completing the LDAP directory configuration, users can use the Corporate Directory service on their phone 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 access only their end-user data, activate the Cisco UXL Web Service in Cisco Unified Serviceability.

To configure Personal Directory from a web browser, users must access their User Options web pages. You must provide users with a URL and sign-in 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.

Feature Buttons and Softkeys

Table 8-4 provides information about some of the features that are available on softkeys, some that are available on dedicated feature buttons, and some that you need to configure as programmable feature buttons. An "X" in the table indicates that the feature is supported for the corresponding button type or softkey. Of the two button types and softkeys, only programmable feature buttons require configuration in Cisco Unified IP Phone administration.


Note The Cisco Unified IP Phone 8961, 9951, and 9971 does not use softkey templates in Cisco Unified Communications Manager administration.


For information about configuring programmable feature buttons, see the "Modifying Phone Button Templates" section. For information about configuring features that can appear as softkeys or programmable buttons, see Configuring Feature Control Policies.

Table 8-4 Features and Corresponding Buttons and Softkeys 

Feature Name
Dedicated Feature Button
Programmable Feature Button
Softkey

All Calls

 

X

 

Answer

 

X

 

Call Back

 

X

X

Call Forward All

 

X

X

Call Park

 

X

X

Call Park Line Status

 

X

 

Call Pickup (Pick Up)

 

X

X

Call Pickup Line Status

 

X

 

Conference

X

 

X
(available while on a conference only)

Divert

   

X

Do Not Disturb

 

X

 

Group Pickup (Group Pick Up)

 

X

X

Hold

X

   

Hunt Groups

 

X

 

Intercom

 

X

 

Malicious Call Identification (MCID)

 

X

X

Meet Me

 

X

X

Mobile Connect (Mobility)

 

X

X

Mute

X

   

Other Pickup

 

X

X

Privacy

 

X

 

Quality Reporting Tool (QRT)

 

X

X

Redial

 

X

X

Speed Dial

 

X

X

Speed Dial Line Status

 

X

X

Transfer

X

 

X
(available during a transfer only)


Modifying Phone Button Templates

Phone button templates let you assign speed dials and call-handling features to programmable buttons. Call-handling features that can be assigned to buttons include Answer, Mobility, and All Calls.

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 window. See Cisco Unified Communications Manager Administration Guide and Cisco Unified Communications Manager System Guide for more information.


Note The default Cisco Unified IP Phone 9971 template that ships with the phone uses buttons 1 and 2 for lines.


Modifying a Phone Button Template for All Calls

We recommend that you provision an All Calls button for users with multiple shared lines. When you configure an All Call button on the phone, you enable the users to do the following:

Press the All Calls button to displays a consolidated list of current calls from all lines on the phone.

Press the All Calls button under Call History to displays a list of all missed calls from all lines on the phone.

Place a call on the users primary line when the user goes off-hook. All Calls automatically defaults to the users primary line for any outgoing call.

To add the All Calls button, you must modify the phone button template and then assign the template to the phone.

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 programmable button. Doing so provides users with 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.

Setting up PAB or Speed Dial 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

Secure Service URL

For PAB, enter the following URL:

https://<Unified CM-server-name>:8443/ccmpd/login.do?name=#DEVICENAME#&service=pab

For Fast Dial, enter the following URL:

https://<Unified-CM-server-name>:8443/ccmpd/login.do?name=#DEVICENAME#&service=fd

Service Category—Select XML Service.

Service Type—Select Directories.

Enable—Select the check box.

http://<IP_address> or https://<IP_address> (depending on the protocol supported by the Cisco Unified IP Phone)

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.



Modifying a phone button template for PAB or Fast Dial

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 web pages and associate the service with a button on the phone.

For additional information about IP Phone services, go to the "Cisco Unified IP Phone Services Configuration" chapter in the Cisco Unified Communications Manager Administration Guide, For additional information about 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 Feature Control Policies

You can limit the appearance of some telephony features on the Cisco Unified IP Phone 8961, 9951, and 9971 by enabling or disabling these features in the feature control policy configuration. When you disable a feature in the feature control policy configuration for a phone, you restrict the user's access to the feature and the softkeys associated with the feature does not display on the phone.

The Feature Control Policy also controls the display of the following features as either softkeys or programmable line keys:

Malicious Caller ID

Pick Up

Group Pick Up

Other Pick Up

Meet Me

Quality Reporting Tool

Mobility

To create a Feature Control Policy, follow these steps:

Procedure


Step 1 From Cisco Unified Communications Manager Administration, choose Device > Device Settings > Feature Control Policy.

The Find and List Feature Control Policy window displays.

Step 2 Click Add New to define a set of policies.

Step 3 Enter the following settings.

NameEnter a name for a new Feature Control Policy

Description(Optional) Enter a description.

Feature Control SectionCheck the check box for the features that you want to change the default setting. Table 8-5 displays the list of features that can be configured and the default value.

Step 4 Click Save.

Step 5 Apply the policy to the phone by including it in the following settings.

Enterprise Parameters ConfigurationApplies to all phones in the system.

Common Phone Profile ConfigurationApplies to all phones in a group.

Phone ConfigurationApplies to an individual phone


Table 8-5 Feature Control Policy Default Values

Feature
Default Value

Forward All

Enabled

Park

Disabled

To Voicemail

Disabled

Conference List

Enabled

Speed Dial

Enabled

Call Back

Enabled

Redial

Enabled

Barge

Enabled

Malicious Caller ID

Disabled

Pick Up

Disabled

Group Pick Up

Disabled

Other Pick Up

Disabled

Meet Me

Disabled

Quality Reporting Tool

Disabled

Mobility

Disabled


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

Setting Up Services

You can give users access to Cisco Unified IP Phone Services on the Cisco Unified IP Phone 8961, 9951, and 9971. You can also assign a button to different phone services. These services comprise XML applications and Cisco-signed Java midlets that enable the display of interactive content with text and graphics on the phone. The Cisco Unified IP Phone manages each service as a separate application. 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 services that are not present by default.

The user must subscribe 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. However, a user cannot subscribe to any service that you configure as an enterprise subscription.

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. (This activity is not applicable for the default services provided by Cisco.)

To set up these services, choose Device > Device Settings > Phone Services from Cisco Unified Communications Manager Administration. See "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 can access 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 Extension 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.

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, see Cisco Unified IP Phone 8961, 9951, and 9971 User Guide for Cisco Unified Communications Manager.

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.

Adding a User to the End User Group

To add the user to the standard Cisco Unified Communications Manager end user group, 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 on the Standard CCM End Users link. The User Group Configuration window 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 windows, 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.


Associating the Phones with the User

To associate appropriate phones with the user, 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.

Step 5 Enter the appropriate search criteria and click Find.

Step 6 Choose the device that you want to associate with the end user by checking the box to the left of the device.

Step 7 Click Save Selected/Changes to associate the device with the end user.


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 on which the web server is installed.

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, see:

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

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

Cisco Unified Communications Manager Administrator Guide, "Role 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 Features

This section contains additional procedures for setting up some of the phone features.

Setting up Automatic Port Synchronization

To configure the parameter in the Cisco Unified CM Administration application, choose Device > Phone, select the appropriate IP Phones, and scroll to the Product Specific Configuration Layout pane.

To configure the setting on multiple phones simultaneously, enable Automatic Port Synchronization in the Enterprise Phone Configuration (System > Enterprise Phone Configuration).

Setting up Bluetooth Profiles

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


Step 1 Go to Cisco Unified CM Administration > Device > Phone.

Step 2 Find your phone from the list of phones associated with the Cisco Unified CM.

Step 3 Click on the Device Name of the phone.

Step 4 The Phone Configuration window appears.

Step 5 Go to Product Specific Configuration Layout area and from the Bluetooth Profiles drop-down list box, choose the applicable profile.

The Handsfree profile is selected by default.

Check the "Override Common Settings" check box for any setting in Product Specific Configuration area that you wish to update.

If you do not check this check box, the corresponding parameter setting does not take effect.

Parameters that you set in the Product Specific Configuration area may also appear in the Device Configuration window for various devices and in the Enterprise Phone Configuration window.

If you set these same parameters in these other windows too, 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.

Setting up Call Forward Notification

You set up the information that the user sees from the Cisco Unified Communications Manager Administration, in the Device > Phone > Phone Configuration window. The following table describes the Call Forward Notification fields.

Table 8-6 Call Forward Notification Fields 

Field
Description

Caller Name

When this check box is selected, the caller name displays in the notification window.

By default, this check box is selected.

Caller Number

When this check box is selected, the caller number displays in the notification window.

By default, this check box is not selected.

Redirected Number

When this check box is selected, the information about the caller who last forwarded the call displays in the notification window.

Example: If Caller A calls B, but B has forwarded all calls to C and C has forwarded all calls to D, then the notification box that D sees contains the phone information for caller C.

By default, this check box is selected.

Dialed Number

When this check box is selected, the information about the original recipient of the call displays in the notification window.

Example: If Caller A calls B, but B has forwarded all calls to C and C has forwarded all calls to D, then the notification box that D sees contains the phone information for caller B.

By default, this check box is not selected.


Setting up Client Matter Codes

To force users to enter a Client Matter Code (CMC) when placing a call, set up the following fields in the Call Routing > Client Matter Codes window.

Table 8-7 CMC Field

Field
Description

Require Client Matter Code

This check box controls if the user is prompted for a CMC when placing a call.


For more information, see the Route Pattern Configuration section of the Cisco Unified Communications Manager Administration Guide.

Setting up Dual Bank Information


Step 1 In Cisco Unified CM Administration, choose Device > Device Defaults.

Step 2 Check the load information in the Inactive Load Information field.

Step 3 From the Bulk Administration > Import/Export > Export > Device Defaults window, schedule an export job.

Step 4 Download the exported tar file and untar it.

Step 5 Check the file format in the exported CSV file and verify that the CSV file has a column for "Inactive Load Information" with correct value.

The CSV file value must match the Device Default value in the Cisco Unified CM Administration window.

Setting up Forced Authorization Codes

To force users to enter a Forced Authorization Code (FAC) when placing a call, set up the following fields in Call Routing > Forced Authorization Code.

Table 8-8 FAC Field

Field
Description

Require Forced Authorization Code

Select the check box to require a user to enter an FAC.

Authorization Level

The code that the user must enter to be authorized to place the call.


For more information, see the Route Pattern Configuration section of the Cisco Unified Communications Manager Administration Guide.

Setting up the Incoming Call Toast Timer

You can set the time that the Incoming Call Toast (incoming call notification window) displays on the user's phone. You set up the feature from one of the following Cisco Unified Communications Manager windows:

System > Enterprise Phone Configuration

Device > Device Settings > Common Phone Profile

Device > Phone > Phone Configuration

Table 8-9 Incoming Call Toast Timer Field 

Field
Description

Incoming Call Toast Timer

Gives the time, in seconds, that the toast displays. The time includes the fade in and fade out times for the window.

The possible values are 3, 4, 5, 6, 7, 8, 9, 10, 15, 30, and 60.

The default is 5.


Setting up Peer Firmware Sharing


Step 1 Go to Cisco Unified CM Administration > Device > Phone.

Step 2 Find your phone from the list of phones associated with the Cisco Unified CM.

Step 3 Click on the Device Name of the phone.

Step 4 The Phone Configuration window appears.

Step 5 Go to Product Specific Configuration Layout area and select Enable from the Peer Firmware Sharing drop-down list box.

The Peer Firmware Sharing is enabled by default.

Check the "Override Common Settings" check box for any setting in Product Specific Configuration area that you wish to update.

If you do not check this check box, the corresponding parameter setting does not take effect.

Parameters that you set in the Product Specific Configuration area may also appear in the Phone Configuration window for various devices and in the Enterprise Phone Configuration window.

If you set these same parameters in these other windows too, 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.

Setting up Remote Port Configuration

To configure the parameter in the Cisco Unified CM Administration application, choose Device > Phone, select the appropriate IP Phones, and scroll to the Product Specific Configuration Layout pane (Switch Port Remote Configuration or PC Port Remote Configuration).

To configure the setting on multiple phones simultaneously, configure the Remote Port Configuration in the Enterprise Phone Configuration (System > Enterprise Phone Configuration).