This appendix provides minimum, basic configuration steps for you to do the following:
Add a new user to Cisco Unified Communications Manager Administration
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 the tasks. The procedures provide 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 are already done and are in place for existing users.
Example User Information
In the procedures that follow, examples are given when possible to illustrate some of the steps. Example user and phone information used throughout these procedures includes:
User’s Name: John Doe
User ID: johndoe
MAC address listed on phone: 00127F576611
Five-digit internal telephone number: 26640
Cisco Unified Communications Manager User Addition
This section provides 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 phone by following these steps:
Sign into Cisco Unified Communications Manager Administration.
System > LDAP > LDAP
Find to locate your LDAP directory.
Click on the LDAP directory name.
Perform Full Sync Now.
If you do not need to synchronize the LDAP Directory
to the Cisco Unified Communications Manager immediately, the LDAP Directory Synchronization
Schedule on the LDAP Directory window determines when the next
autosynchronization is scheduled. However, the synchronization must occur
before you can associate a new user to a device.
Add User Directly to Cisco Unified Communications Manager
If you are not using an LDAP directory, you can add a user
directly with Cisco Unified Communications Manager Administration by following
If LDAP is synchronized, you cannot add a user with Cisco Unified
Communications Manager Administration.
User Management > End
User, then click
Add New. The End User Configuration window
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 spaces.
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 phone model and protocol, follow these
From Cisco Unified Communications Manager Administration, choose
Device > Phone.
Select the user phone model from the Phone Type drop-down list,
The Phone Configuration window appears.
On the Phone Configuration window, you can use the default values for most of
Set Up Phone Fields
To configure the required fields and some key additional
fields, follow 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 that is affixed to the phone.
Make sure that the value comprises 12 hexadecimal characters.
Example: 00127F576611 (MAC address on john doe’s phone)
Description: Enter a useful description, such as john doe’s
phone, into this optional field. This helps you if you need to search on
information about this user.
Device Pool: Choose the device pool to which you want
to assign this phone. The device pool defines sets of common characteristics for
devices, such as region, date/time group, softkey template, and MLPP
Device Pools are defined in 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) corresponds to each button.
Phone button templates are defined in 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 Find to find all configured phone button templates and their
Common Phone Profile: From the drop-down lists, choose a
common phone profile from the list of available common phone profiles.
Common Phone Profiles are defined in the Common Phone
Profile Configuration window of Cisco Unified Communications Manager
Administration (Device > Device
Settings > Common Phone Profile).
You can use the search fields in conjunction with Find to find all configured
common phone profiles and their current settings.
Calling Search Space: From the drop-down lists, 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 in the Calling Search
Space Configuration window of Cisco Unified Communications Manager
Routing > Class of Control > Calling
Search Space). You can use the search fields in
conjunction with Find to find all configured Calling Search Spaces and their
Location: Choose the appropriate location for this Cisco
Unified IP Phone.
Owner User ID: From the drop-down lists, choose the user ID
of the assigned phone user.
In the Protocol Specific Information area 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 the security profile to the phone. If the phone does not support
security, choose a nonsecure profile.
To identify the settings that the security profile contains,
System > Security
Profile > Phone Security Profile.
Choose a security profile based on the overall
security strategy of the company.
In the Extension Information area of this window, check the
Enable Extension Mobility check box if this phone supports Cisco Extension Mobility.
Configure line settings:
In the Phone Configuration window, click Line 1 on the left
pane of the window. The Directory Number Configuration window appears.
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 in the End User Configuration window.
Example: 26640 is the directory number of user John Doe in the
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 area 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 area 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 forward to the voice mail for this line, check the Voice Mail check box
next to the Forward Busy Internal and Forward Busy
External items in the left column of the Call Pickup and
Call Forward Settings area.
"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 displays 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 numeric 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 preceding
example, if you specify a mask of 408902XXXX, an external call from extension
6640 displays a caller ID number of 4089026640.
This setting applies only to the current device unless you
check the check box at right (Update Shared Device Settings) and click
Propagate Selected. (The check box at
right displays only if other devices share this directory number.)
Associate End Users at the bottom of the
window to associate a user to the line that is being configured. Use Find in
conjunction with the Search fields to locate the user, then check the box next
to the user name, then click
Add Selected. The user name and user ID
should now appear in the
"Users Associated With Line" pane of the Directory Number
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:
User 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, johndoe). The End User
Configuration window appears.
Click Device Associations.
Use the Search fields and Find to
locate the device that 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.