User Guide for Cisco Unified Personal Communicator for Macintosh, Release 1.1
Introduction to Cisco Unified Personal Communicator
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Introducing Cisco Unified Personal Communicator

Table Of Contents

Introducing
Cisco Unified Personal Communicator

About Cisco Unified Personal Communicator

About Available Features

Cisco Product Security Overview

Setting Up Cisco Unified Personal Communicator

System Requirements

Installing Cisco Unified Personal Communicator

Before You Use Cisco Unified Personal Communicator

Setting Up Your Headset

Setting Up Your Camera

Logging In for the First Time

Setting Essential Preferences

About Logging In

Launching and Logging In

About the Cisco Unified Personal Communicator Console

Overview of the Console

Changing the View of the Console and Its Panes

Working With Items Listed in Panes

Getting Documentation

Uninstalling


Introducing
Cisco Unified Personal Communicator


This introduction includes the following topics:

About Cisco Unified Personal Communicator

Setting Up Cisco Unified Personal Communicator

About Logging In

About the Cisco Unified Personal Communicator Console

Getting Documentation

Uninstalling

About Cisco Unified Personal Communicator

An integral part of the Cisco Unified Communications family of products, Cisco Unified Personal Communicator is a desktop computer application that helps enable more effective communications. By transparently integrating your most frequently used communications applications and services, Cisco Unified Personal Communicator streamlines the communication experience, helping you work smarter and faster. With Cisco Unified Personal Communicator, you can access voice, video, document sharing, and presence information—all from a single, rich-media interface.

Key Features and Benefits

View real-time availability of other people who use Cisco Unified Personal Communicator.

Click-to-call from the contact list or from a number in any application.

Use either the integrated soft phone (software that lets you use your computer as a phone) or an associated Cisco Unified IP Phone.

Exchange ideas "face-to-face" with a video display on your computer screen.

Add communication methods during a session; for example, you can add video or web conferencing.

Create audio conference calls simply by merging conversation sessions.

View, playback, sort, and delete voice-mail messages, all from the same client application.

Related Topics

About Available Features

Cisco Product Security Overview

About Available Features

The features and functionality that are available to you depend on the components that your company has enabled. For example, you may or may not have access to soft-phone or web-conferencing features.

Also, the options you see at any time depend on the current situation and what you are doing. For example, if you have not selected a contact, the buttons to call a contact are dimmed.

Some features may available only via your desk phone or only via your soft phone, such as call transferring or video.

Cisco Product Security Overview

This product contains cryptographic features and is subject to United States and local country laws governing import, export, transfer and use. Delivery of Cisco cryptographic products does not imply third-party authority to import, export, distribute or use encryption. Importers, exporters, distributors and users are responsible for compliance with U.S. and local country laws. By using this product you agree to comply with applicable laws and regulations. If you are unable to comply with U.S. and local laws, return this product immediately.

A summary of U.S. laws governing Cisco cryptographic products may be found at: http://www.cisco.com/wwl/export/crypto/tool/stqrg.html. If you require further assistance please contact us by sending e-mail to export@cisco.com.

Setting Up Cisco Unified Personal Communicator

Complete the following tasks in order:

System Requirements

Installing Cisco Unified Personal Communicator

Before You Use Cisco Unified Personal Communicator

Logging In for the First Time

Setting Essential Preferences

(Optional) Specifying Preferences, page 9-2

System Requirements

Your system administrator should ensure that your equipment meets the system requirements for using this product.

You must have Administrator privileges to install software on your computer.

Installing Cisco Unified Personal Communicator

If your system administrator has not installed Cisco Unified Personal Communicator on your computer, install it.

Procedure


Step 1 Make sure your Finder is set to display files as icons.

Step 2 Obtain the disk image (CiscoUnifiedPersonalCommunicator-K9.dmg) from your system administrator.

Step 3 If the disk image does not mount automatically, double-click it.

Step 4 Accept the license agreement.

Step 5 Follow the instructions.

Step 6 (Optional) Move the disk image to the trash.

Step 7 Continue with the instructions in the "Before You Use Cisco Unified Personal Communicator" section.


Before You Use Cisco Unified Personal Communicator

Before you launch Cisco Unified Personal Communicator, prepare your equipment:

Setting Up Your Headset

Setting Up Your Camera

Setting Up Your Headset

If you will use a headset with your soft phone, follow the instructions that came with the headset.

After you plug in your headset, you may need to wait a few moments before you do anything else.

Setting Up Your Camera

The software for supported Apple cameras is included with the Macintosh operating system software.

Procedure


Step 1 Set up your camera following the instructions that came with it.

Step 2 If necessary, set the camera as the default microphone: Choose System Preferences > Sound, then click Input.

Step 3 Click your camera in the list and adjust volume settings as needed.

Step 4 Relaunch Cisco Unified Personal Communicator if it is running.


Logging In for the First Time

Before You Begin

Follow the procedures in the "Before You Use Cisco Unified Personal Communicator" section.

Procedure


Step 1 Obtain the following information from your system administrator:

Your username and password for Cisco Unified Personal Communicator.

An IP address for the login server.

Step 2 Launch Cisco Unified Personal Communicator.

Step 3 Enter the information that you obtained in Step 1. Username and password are case-sensitive.

Step 4 After you log in, perform the tasks in the "Setting Essential Preferences" section.


Setting Essential Preferences

After you log in for the first time, you must perform the following tasks in order to use Cisco Unified Personal Communicator:

Choosing the Active Phone, page 9-5

Setting Up Voice Mail and Web Conferencing, page 9-2

Related Topics

Setting Up Cisco Unified Personal Communicator

About Logging In

You must log in in order to use Cisco Unified Personal Communicator.

You can log in to Cisco Unified Personal Communicator from any computer on your corporate network (if Cisco Unified Personal Communicator is installed and connected to the network). Your contact list will be available to you after you log in.

You should be logged in only once at any time.

Related Topics

Logging In for the First Time

Launching and Logging In

Setting Up Automatic Login and Password Entry, page 9-4

Launching and Logging In

To Do This
Do This

Launch Cisco Unified Personal Communicator

First, perform the tasks in the "Before You Use Cisco Unified Personal Communicator" section.

Then, follow standard procedures for launching applications.

Log in

If you are logging in for the first time, see the "Logging In for the First Time" section.

Otherwise, do the following:

Respond to the window that appears when you launch Cisco Unified Personal Communicator.

Note In order to log in remotely, you must first connect to your corporate network, for example via virtual private network (VPN).

Note Username and password are case-sensitive.

Set up automatic login

See the "Setting Up Automatic Login and Password Entry" section on page 9-4.


Related Topics

About Logging In

About the Cisco Unified Personal Communicator Console

The console is the main hub of the Cisco Unified Personal Communicator application. Information about the console includes:

Overview of the Console

Changing the View of the Console and Its Panes

Working With Items Listed in Panes

Overview of the Console

Unless otherwise noted, all descriptions and instructions in this documentation are based on the default configuration described in this section.

Item
Description
1

Menu bar

2

Title bar with standard operating system buttons.

3

Pop-up menu to set your current reachability status.

See the "Specifying Your Reachability Status" section on page 9-9.

4

Pop-up menu to choose your preferred contact method.

See the "Specifying Your Preferred Contact Method and Contact Information" section on page 9-7.

5

Pop-up menu to choose your active phone.

See the "Choosing the Active Phone" section on page 9-5.

6

Contacts pane. See Chapter 7, "Managing Contacts."

7

Recent Communications pane. See Chapter 8, "Working With Recent Communications."

8

Search pane. See the "Searching for Contacts" section on page 7-3.

9

The current status of your connection.

If needed, see Chapter 10, "Troubleshooting."

10

Buttons to initiate communications.


Changing the View of the Console and Its Panes

To Do This
Do This

Minimize the console

Click the standard operating system control at the top of the window.

Maximize the console

Click the Cisco Unified Personal Communicator icon in the dock.

Expand a pane in the console

Click the title bar of the pane.

Choose Window > Toggle [pane] View.

Collapse a pane

Click the title bar of the pane.

Choose Window > Toggle [pane] View.

Resize a pane

Position your mouse on the border between panes so that you see the up-and-down arrows, then drag.

Resize the columns in a pane

Position your mouse between column headings and drag.

Resize the console

Drag its bottom right corner.


Working With Items Listed in Panes

Panes list people or communications.

To Do This
Do This

See more information about an item

Hover your mouse pointer over the item.

See and choose options for an item in any pane

Perform an action on an item

Click the item to select it, then choose an option from the menu bar.

Control-click the item and choose an option from the menu that appears.

Select multiple names in the Recent Communications and Search panes

Shift-click each name to select.

To select all names in the list, press Command-A.

 

Work with individual Contacts

See the "Working With Contacts" section on page 7-2.

Work with Recent Communications

See the "Working With the Recent Communications List and Its Entries" section on page 8-2.

Work with Search results

See the "Working With Search Results" section on page 7-4.


Getting Documentation

The following documentation is available for this product:

Quick Start Guide

http://www.cisco.com/en/US/products/ps6844/products_user_guide_list.html

Online Help

From any menu bar in Cisco Unified Personal Communicator, choose Help > CiscoUPC Help. In the web conferencing window, click the Help menu.

Updated Documentation (PDF)

The most current version of this documentation is available as a PDF file at:

http://www.cisco.com/en/US/products/ps6844/products_user_guide_list.html

Other Useful Documentation

Documentation for Cisco Unified MeetingPlace Express:

http://www.cisco.com/application/pdf/en/us/guest/products/ps6533/c1626/ccmigration_09186a00806c511e.pdf.

Documentation for your Cisco desk phone:

http://www.cisco.com/en/US/products/hw/phones/ps379/products_user_guide_list.html

Uninstalling

Procedure


Step 1 Quit Cisco Unified Personal Communicator.

Step 2 Move the following items to the trash:

This Item
In this Folder

The Cisco Unified Personal Communicator-K9 application

<Your hard disk>/Applications/

CiscoUPC_Dialer.bundle

<Your hard disk>/Library/Address Book Plug-Ins/

Cisco folder (If it exists)

<Your hard disk>/Users/<your user name>/Library/Caches/

Cisco folder (If it exists)

<Your hard disk>/Users/<your user name>/Library/Preferences/

com.cisco.UnifiedClient.plist file (If it exists)

<Your hard disk>/Users/<your user name>/Library/Preferences/

Cisco folder (If it exists)

<Your hard disk>/Users/<your user name>/Library/Logs/

Cisco Unified Personal Communicator-K9.crash.log file (If it exists)

<Your hard disk>/Users/<your user name>/Library/Logs/CrashReporter/

Step 3 Empty the trash.