Installation and Administration Guide for Cisco Unified Mobility Advantage, Release 7.0
Configuring and Managing Users and Their Devices in Cisco Unified Mobility Advantage
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Configuring and Managing Users and Their Devices in Cisco Unified Mobility Advantage

Table Of Contents

Configuring and Managing Users and Their Devices in Cisco Unified Mobility Advantage

How To Add Users and Prepare to Add Their Devices

Activating Users

Restricting Access By Device

Information to Give to Users

How To View or Change User and Device Configuration

Viewing User Information

Changing the Active Directory Organizational Unit for Users

Viewing Phone and Connection Information Per User

Changing or Deleting a Mobile Device, Number, or Service Provider

Desk Phone Number Changes

Removing Cisco Unified Mobile Communicator Data from a Phone

Forcing a User to Sign Out of Mobile Communicator

Deactivating a User


Configuring and Managing Users and Their Devices in Cisco Unified Mobility Advantage


Revised Date: April 17, 2009

Use the information in this chapter to perform operations for each user and for devices associated with each user.

How To Add Users and Prepare to Add Their Devices

How To View or Change User and Device Configuration

How To Add Users and Prepare to Add Their Devices

Perform the following tasks to enable each user and prepare user accounts for the addition of devices.

Activating Users

Restricting Access By Device

Information to Give to Users

Activating Users

You must activate users in Cisco Unified Mobility Advantage before they can install the client.

Before You Begin

Make sure each user is in an Active Directory server for which you have configured an adapter.

Each user must have an activated email account on the network.

Make sure that your Cisco Unified Mobility Advantage system is fully configured, enterprise servers are configured and operational, and desired features supported by your system are enabled and configured.

(BlackBerry only) Configure the BlackBerry Enterprise Server for use with Cisco Unified Mobility Advantage. See How to Configure the BlackBerry Enterprise Server for Use With Cisco Unified Mobility Advantage, page 16-1.

Procedure


Step 1 Sign in to the Admin Portal.

Step 2 Select the [+] beside End Users.

Step 3 Select User Activation/Deactivation.

Inactive users appear in the Search Results list. Activated users appear in the Member List.

Step 4 Select a directory to search using the Find Users In drop-down menu.

Step 5 Enter a name or partial name in the Search For field, or leave the field blank to produce every name in the selected directory.

Step 6 Select Search.

Found names appear in the Search Results window.


Note Search looks for unactivated users only. A maximum of 1,000 inactive users can be listed. If you do not see the user you want to activate in the list, refine your search. To search for activated users, you must manually scroll through the list. The list of active users is not limited to 1,000.


Step 7 Select a name or names to activate in the Search Results list.

Control-click to select multiple names.

Step 8 Select Add.

The user or users are placed in the active Member List.

Step 9 Select Submit.


What To Do Next

Set options to restrict access by device. See Restricting Access By Device. (Cisco Unified Mobility Advantage Release 7.0 only) By default, new users of Release 3.x clients will not be able to connect.

Restricting Access By Device

For each user, you choose whether any devices associated with that user can connect to Cisco Unified Mobility Advantage, or whether only a specific phone can connect, based on the International Mobile Equipment Identity/Electronic Serial Number (IMEI/ESN Number) of the phone. Mobile phones are uniquely identified by their IMEI/ESN number.

Restrictions

Do not enable this feature for users of Release 3.x clients.

Some mobile phone service providers cannot support this feature. For details, see the Restrictions and Limitations section of the Release Notes for this release at http://www.cisco.com/en/US/products/ps7270/prod_release_notes_list.html.

Before You Begin

Activate each user. See Activating Users.

Enable this feature for the system. See Enabling Device ID Checking, page 12-1.

Procedure


Step 1 Select the [+] beside End Users.

Step 2 Select Search Maintenance.

Step 3 Search for a user

Step 4 Select Edit for the user.

Step 5 Select Device Identity Maintenance.

Step 6 Set these settings:

Option
Description

Allow Any Device

Select True:

To allow any device to connect with the credentials of this user.

If the service provider does not support this feature, as described in the Restrictions section of this topic.

If the user will use Release 3.x of the client application.

Select False to allow only the phone having the IMEI/ESN Number you specify to connect.

IMEI/ESN Number

If you chose False above, enter the IMEI/ESN Number of the mobile phone, or the user will not be able to connect.


Step 7 Select Submit.


What To Do Next

Add a phone for each user. See the following:

Chapter 15, "Provisioning Windows Mobile Phones in Cisco Unified Mobility Advantage"

Chapter 17, "Deploying Cisco Unified Mobile Communicator on Nokia Symbian Phones"

Provisioning and Installing on BlackBerry Devices, page 16-9

Information to Give to Users

Give users the tools and information they need in order to use Cisco Unified Mobile Communicator.

Their user IDs and passwords to sign in to the User Portal and Cisco Unified Mobile Communicator.

The URL of the User Portal

The User Portal URL follows this example: https://192.0.2.100:9443/jsp/index.jsp, where 192.0.2.100 is the IP address of your Cisco Unified Mobility Advantage server and 9443 is the value you entered for User Portal Port in the Network Properties page.

User documentation or a link to it. See: http://www.cisco.com/en/US/products/ps7271/products_user_guide_list.html. Each device type has a slightly different set of user documentation.

Instructions about which installation procedures in the documentation they need to follow in order to complete Cisco Unified Mobile Communicator setup, particularly if you have performed some of the procedures yourself.

The format users should use to enter their phone numbers when adding and provisioning their phones. For example, with or without a country code, parentheses, hyphens, or spaces, depending on how phone numbers are configured in Cisco Unified Communications Manager.

(For users of BlackBerry devices) The Admin email address that you entered while configuring the connection to the SMTP server, plus the instructions for configuring Microsoft Outlook so that it does not route provisioning and alert messages to the Junk Mail folder.

(For upgrades from Release 3.x only) Notify existing users that:

If voicemail credentials differ from Cisco Unified Mobile Communicator credentials, users must enter their voicemail usernames and passwords in the User Portal before they can access voicemail from their mobile devices.

Users can always access their voicemail from other standard methods, such as from their desk phones.

BlackBerry users should upgrade their client software.

Users of Nokia Symbian phones who use the French, German, Spanish, or Italian client do not need to upgrade from Release 3.x.

Users of Nokia Symbian phones who use the English client should upgrade to client Release 7.0 in order to use the new features. However, they cannot use the standard upgrade procedure. Instead, they must delete their existing phones from the User Portal, then add their phones again as new phones. When they sign in to the new client, their data will be restored on the new client. For best results, they should connect to the server immediately before they delete their phones in order to ensure that no data that was added to their client since the last connection is lost.

Related Topics

Preventing Outlook From Treating BlackBerry Provisioning Email Messages As Junk Mail, page 16-8

How To View or Change User and Device Configuration

After you have added users and their devices have been added and provisioned, you can perform any of the following operations:

Viewing User Information

Changing the Active Directory Organizational Unit for Users

Viewing Phone and Connection Information Per User

Changing or Deleting a Mobile Device, Number, or Service Provider

Desk Phone Number Changes

Removing Cisco Unified Mobile Communicator Data from a Phone

Forcing a User to Sign Out of Mobile Communicator

Deactivating a User

Viewing User Information

Procedure


Step 1 Select the [+] beside End Users.

Step 2 Select Search/Maintenance.

Step 3 Search for the user by scrolling through the list or by searching by name or mobile phone number and selecting Search.

Step 4 Select Edit.

Step 5 View information:

User address

Status in the system (Active or Inactive)

User OU (Organization Unit in Active Directory)

User Contact Server (Exchange server)

Information about active mobile phones.


Related Topics

Viewing Phone and Connection Information Per User

Changing the Active Directory Organizational Unit for Users

Changing the Active Directory Organizational Unit for Users

If a user is reassigned to a different Organizational Unit in Active Directory, you must update the Organizational Unit for that user in Cisco Unified Mobility Advantage.

Procedure


Step 1 Select the [+] beside End Users.

Step 2 Select Search/Maintenance.

Step 3 Search for the user by scrolling through the list or by searching by name or mobile phone number and selecting Search.

Step 4 Select Edit next to the user ID.

Step 5 Select Change Organizational Unit.

Step 6 Select Change.

Step 7 Enter information.

Step 8 Select Change.


Viewing Phone and Connection Information Per User

This is the same information that users see in the User Portal. Users use this information to provision their clients and connect to the server.

Procedure


Step 1 Select the [+] beside End Users.

Step 2 Select Search/Maintenance.

The Search/Maintenance page displays activated users.

Step 3 Locate the user and choose Edit.

Step 4 View the keep-alive interval for each phone in the list.

Cisco Unified Mobile Communicator automatically adjusts the timeout interval to prevent unintended disconnects.

Step 5 Select Info for the phone you want to view.

Step 6 View information:

Download Information
Description

User ID

The User ID that the user will use to sign in to Cisco Unified Mobile Communicator.

PIN

(Windows Mobile and Nokia Symbian only)

The PIN number the user will use to wirelessly download Cisco Unified Mobile Communicator.

This PIN is automatically generated and expires after the number of days you specify in System Management > System Properties.

URL

(Windows Mobile and Nokia Symbian only)

The URL the user will enter into the phone browser to wirelessly download Cisco Unified Mobile Communicator.

Download

Select this button to download the client application to a computer for transfer to the mobile device using an application such as ActiveSync (for Windows Mobile) or Nokia PC Suite (for Nokia Symbian phones.)

Connection Information
 

Server Address

The world-routable host name the user will enter into Cisco Unified Mobile Communicator to connect to Cisco Unified Mobility Advantage.

This is the same as the Proxy Host Name in System Management > Network Properties.

Server Port

The externally-accessible port that the user will enter into the phone for Cisco Unified Mobile Communicator to connect to Cisco Unified Mobility Advantage.

Recommended Access Point(s)

Some service providers, particularly in the United States, require or recommend that users access the internet through a portal that the service provider provides.

This information is provided in the .oar file.

Phone Information
 

Country

Country of the phone service provider

Service Provider

Service provider for the phone

Phone Make/Model

Phone make and model

Phone Number

Phone number

Client Software Version

Cisco Unified Mobile Communicator version installed on the phone



Related Topics

Changing the PIN Expiry Period (For Client Downloads), page 13-5

Changing or Deleting a Mobile Device, Number, or Service Provider

In Cisco Unified Mobility Advantage Release 7.x, it is not possible to change device information. You must delete the existing device and add a new device.

Before You Begin

Make sure the user has salvaged information from Cisco Unified Mobile Communicator, such as manually-added contacts or copies of text messages.

Procedure

 
Do This
See Instructions:

Step 1 

(If the phone number has changed) Configure Cisco Unified Communications Manager with the new number.

Configuring Cisco Unified Mobile Communicator Devices in Cisco Unified Communications Manager, page 3-21

Step 2 

Delete the existing mobile device.

This also removes all data from the device and deactivates Cisco Unified Mobile Communicator.

Removing Cisco Unified Mobile Communicator Data from a Phone

This procedure deletes the phone from Cisco Unified Mobility Advantage.

Step 3 

Add and provision a new phone for the user.

Provisioning Windows Mobile Phones in Cisco Unified Mobility Advantage, page 15-1

Provisioning and Installing on BlackBerry Devices, page 16-9

Adding Phones and Installing the Client on Nokia Symbian Phones Using the Mobile Network, page 17-2

Related Topics

Deactivating a User

Desk Phone Number Changes

If the primary line (generally the desk phone number) of a user changes in Cisco Unified Communications Manager, the user must reset the mobile device by logging out and then logging back in to Cisco Unified Mobile Communicator.

You can force a user to sign out of Cisco Unified Mobile Communicator.

You can tell users to sign out by selecting Work offline (for BlackBerry or Nokia Symbian clients) or Log off (for Windows Mobile) from the Home view menu. (They must select Work online or Log on to log back in.)

Related Topics

Forcing a User to Sign Out of Mobile Communicator

Removing Cisco Unified Mobile Communicator Data from a Phone

If a phone is lost or stolen, you can remove all of the corporate and personal data downloaded onto that phone by Cisco Unified Mobile Communicator, including contact information, call logs, voice messages, text messages, and conference alerts. This process also disables Cisco Unified Mobile Communicator.

The data will be erased the next time the Cisco Unified Mobile Communicator client connects to the server.

This process does not remove Cisco Unified Mobile Communicator from the phone or remove information on the phone that is outside of Cisco Unified Mobile Communicator.

This process also deletes the phone from the list of phones associated with the user in the Admin Portal.

Procedure


Step 1 Select the [+] beside End Users.

Step 2 Select Search/Maintenance.

Step 3 Locate the user and select Edit.

Step 4 Locate the phone from which you want to remove data and select Melt.


Forcing a User to Sign Out of Mobile Communicator

You can log a user out of Cisco Unified Mobile Communicator. The user must sign in again to resume using the application. This can be useful when:

You add or change an office phone for the user in Cisco Unified Communications Manager.

A user cannot find the phone, but does not believe that the phone is lost.

Procedure


Step 1 Select the [+] beside End Users.

Step 2 Select Search/Maintenance.

Step 3 Locate the user in the list and select Edit.

Step 4 Locate the phone from which you want to force the user to sign out, and select Force Logout.


Deactivating a User

Procedure


Step 1 Select the [+] beside End Users.

Step 2 Select User Activation/Deactivation.

The User Activation/Deactivation page displays inactive users (under Search Results) and activated users (under Member List).

Step 3 Select a directory to search using the Find Users In drop-down menu.

Step 4 Enter a name or partial name in the Search For field, or leave the field blank to produce every name in the selected directory.

Step 5 Select Search.

Found names appear in the Member List window.

Step 6 Select or control-click the name or names to deactivate in the Member List window.

Step 7 Select Remove.

Step 8 Select Submit.


Related Topics

Activating Users