User Guide for Cisco Unified Personal Communicator for Macintosh, Release 1.1
About Your Preferences and Status
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About Your Preferences and Status

Table Of Contents

About Your Preferences and Status

Viewing Your Current Status

Specifying Preferences

Setting Up Voice Mail and Web Conferencing

Setting Up Voice Mail

Setting Up Web Conferencing

Setting Up Automatic Login and Password Entry

Before Logging In

After Logging In

Canceling Automatic Log In and Password Entry

Choosing the Active Phone

Choosing the Associated Desk Phone

Specifying Your Preferred Contact Method and Contact Information

Specifying the Method, Phone Number, and E-mail Address

Specifying Only the Method

Specifying Your Reachability Status

Specifying When Your Reachability Status Changes Automatically

Specifying Your Custom Status Message


About Your Preferences and Status


Preferences and status topics include:

Viewing Your Current Status

Specifying Preferences

Viewing Your Current Status

To View This
Do This

The status of your connection

Look at the bottom of the console.

Your reachability status

Choose Contacts > Show My Info.

To have a constant view of your status: Add yourself to your contacts list. See the "Adding Contacts to Groups" section on page 7-6.

Status icon descriptions are in the "Determining Callee Reachability" section.

Your contact information

Choose Contacts > Show My Info.

Your video image

See the "Previewing Your Video Image" section.


Specifying Preferences

Setting Up Voice Mail and Web Conferencing

Setting Up Automatic Login and Password Entry

Choosing the Active Phone

Specifying Your Preferred Contact Method and Contact Information

Specifying Your Reachability Status

Setting Up Voice Mail and Web Conferencing

Use the procedures referenced in this section if:

You have just logged in to Cisco Unified Personal Communicator for the first time.

Your system administrator tells you to set up Cisco Unified Personal Communicator to use voice mail or web conferencing.

Your voice-mail or web-conferencing passwords change and you need to update the passwords in Cisco Unified Personal Communicator to match.

Procedures

Setting Up Voice Mail

Setting Up Web Conferencing

Setting Up Voice Mail

Use this procedure if you want to access voice mail via Cisco Unified Personal Communicator.

Procedure


Step 1 From your system administrator, obtain the username and password that you must enter into Cisco Unified Personal Communicator in order to use voice mail.

Step 2 Choose CiscoUPC > Preferences.

Step 3 Click Accounts.

Step 4 Click Account Information.

Step 5 In the list on the left side of the window, click Unity Voicemail.

Step 6 Enter your login information for voice-mail access. If your system administrator gave you two passwords, use the Cisco Unity Assistant (web) password.

Step 7 Click Save.


Related Topics

Setting Up Cisco Unified Personal Communicator

Accessing Voice Mail, page 8-4

Setting Up Web Conferencing


Note Anyone can participate in web conferencing. Your system administrator will tell you if you need to follow this procedure in order to add web conferencing to a conversation.


Procedure


Step 1 From your system administrator, obtain the username and password that you must enter into Cisco Unified Personal Communicator in order to use web conferencing.

Step 2 Choose CiscoUPC > Preferences.

Step 3 Click Accounts.

Step 4 Click Account Information.

Step 5 In the list on the left side of the window, click MeetingPlace Express.

Step 6 Enter your login information for web conferencing.

Step 7 Click Save.


Related Topics

Setting Up Cisco Unified Personal Communicator

Using Web Conferencing

Setting Up Automatic Login and Password Entry

These settings apply only on the computer on which you set them.

Before Logging In

Procedure


Step 1 Launch the application

Step 2 Enter your username and password.

Step 3 Check one or both check boxes:

Remember password in Keychain

Automatically log in as: [user name]

You must check both check boxes to log in automatically.

Step 4 Click Login.


After Logging In

Procedure


Step 1 Choose CiscoUPC > Preferences, then click Profile

Step 2 Check one or both check boxes:

Remember the password for this profile

Automatically log in using this profile.

In order to log in automatically, you must also check Remember the password for this profile.


Related Topics

Canceling Automatic Log In and Password Entry

Canceling Automatic Log In and Password Entry

You can cancel the settings described in the "Setting Up Automatic Login and Password Entry" section.

Procedure


Step 1 Choose CiscoUPC > Preferences.

Step 2 Click Profile.

Step 3 In the Log In section, uncheck the appropriate check box or boxes.


Choosing the Active Phone

Cisco Unified Personal Communicator can work with a Cisco Unified IP Phone such as the one on your desk, or work independently as a soft phone. A soft phone is a software application that lets you use your computer as a telephone.

You can change the active phone at any time, except during a call.

If your soft phone is the active phone, you can use your desk phone, but calls you make using your desk phone do not appear in the Recent Communications list.

Procedure


Step 1 To change the active phone, do one of the following:

Choose CiscoUPC > Preferences. Then click Profile and choose a Phone Mode option.

From the pop-up menu near the top of the console, choose a phone option.


Note If you want to use video, choose Soft Phone.


Step 2 If you chose Desk Phone, see the "Choosing the Associated Desk Phone" section.


Choosing the Associated Desk Phone

If your system administrator has enabled this feature, you may be able to associate Cisco Unified Personal Communicator with one of several desk phones. For example, you may be able to temporarily use a phone in a conference room as if it were the phone on your own desk.

By default, the Cisco Unified IP Phone on your desk is the associated desk phone.

Procedure


Step 1 Using the method described in the User Guide for your Cisco IP Phone, log in to the phone that you want to associate with Cisco Unified Personal Communicator.

Step 2 Make sure your active phone is Desk Phone.

Step 3 Do one of the following:

From the Phone Mode drop-down list near the top of the console, choose Choose Desk Phone.

Choose CiscoUPC > Preferences. Then click Profile. Then, for the Phone Mode option, choose Choose Desk Phone.

Step 4 Click a phone in the list to select it. Use the information in the table to help you identify the phones in the list:

Column Number
Column Name
Description
1

Device status

The currently associated desk phone is identified by a green bubble with a check mark.

Tip: To identify a phone, take the phone off the hook; if a device status in the list changes to blue with a dot in the center, you have identified the phone.

2

Device type

Hover your mouse pointer over the icon to identify the model of the phone.

3

Name

To identify a phone for future reference, double-click the name and enter a name of your choice.

4

Device Name

Number printed on the MAC label on the bottom of the phone.

5

Lines

Phone numbers (extensions) available via this phone.



Note To choose the phone on your own desk after you have changed it, click Restore Default.


Step 5 Click OK.


Related Topics

Choosing the Active Phone

Specifying Your Preferred Contact Method and Contact Information

Your preferred contact method specifies two things:

The default contact method that Cisco Unified Personal Communicator uses when you contact people.

For example, if your preferred contact method is Phone then when you double-click a contact name, Cisco Unified Personal Communicator will phone that person. If you choose E-mail, Cisco Unified Personal Communicator will open a blank e-mail message addressed to the person.

The contact method and phone number or e-mail address that you want other people to use to contact you.

To learn how this information is used, see the "Identifying Preferred Contact Methods" section.

Specifying the Method, Phone Number, and E-mail Address

Procedure


Step 1 Choose CiscoUPC > Preferences.

Step 2 Click Profile.

Step 3 For Preferred Contact, choose an option.

Step 4 For Preferred phone and Preferred e-mail, add the preferred contact number or address:

a. Click the pop-up menu and choose Add/Remove...

b. Enter the contact information in New, click Add, then click Done.

Step 5 Choose your preferred phone number and e-mail address from the pop-up menus in Step 4.

By default, the system uses information from your corporate directory.


Specifying Only the Method

Click the Preferred Contact icon near the top of the console and choose an option.

Specifying Your Reachability Status

Your reachability status automatically changes based on when you use your computer or your phone, unless you choose a reachability status to display. If you set your status, this setting reverts to Automatic each time you log in to Cisco Unified Personal Communicator.

Reachability statuses are described in the "Determining Callee Reachability" section.

Procedure


Step 1 Perform the following:

Near the top of the console, click the selection that is currently showing.

Step 2 Choose an option:

Option
Details

Automatically change status for activity

If there is no check mark beside the option, select the option.

Cisco Unified Personal Communicator will display your status according to the descriptions in the table in the "Determining Callee Reachability" section.

To specify the conditions under which your status shows as Idle or Away, see the "Specifying When Your Reachability Status Changes Automatically" section.

Available

The option you choose shows until you change it or quit Cisco Unified Personal Communicator.

Busy

Away

 


Step 3 (Optional) Specify a custom status message. See the "Specifying Your Custom Status Message" section.


Specifying When Your Reachability Status Changes Automatically

When your reachability status is set to Automatic, you should specify the conditions under which you appear to other users of Cisco Unified Personal Communicator as Available, Busy, Idle, or Away.

These settings apply whenever you are logged in to Cisco Unified Personal Communicator. They remain until you change them; you do not need to set them each time you log in.

Procedure


Step 1 Choose CiscoUPC > Preferences.

Step 2 Click Reachability.

To Do This
Do This

Always appear to other users as Available or Busy

Uncheck both check boxes in the window.

Never appear to other users as Idle

Uncheck To Idle when I have not used the computer for: ___minutes

Never appear to other users as Away

Uncheck To Away when I have not used the computer for: ___minutes

Let your status reflect your activity, so that other users see your status as Available, Busy, Idle, or Away.

Do all of the following:

Check both check boxes.

Specify the number of minutes that your phone or keyboard remains idle before your status changes to Idle and to Away.

The number of minutes that you specify for Idle must be less than the number of minutes you specify for Away.



Related Topics

Specifying Your Reachability Status

Specifying Your Custom Status Message

You can enter a custom status message that users see when they do the following:

Hover their mouse pointer over your name in their contact list or Recent Communications.

Look at your contact card (the message appears below your name.)

You can create and store multiple status messages from which to choose:

Creating Custom Status Messages

Choosing a Message to Display

Modifying Custom Status Messages

Deleting Custom Status Messages

Creating Custom Status Messages


Step 1 Click the Reachability pop-up menu near the top of the console and choose Edit Status Menu....

Step 2 Click the [+] button below the category of message you want to add (Available, Busy, or Away).

Step 3 Enter your custom status message, then press the <Enter> key.

Step 4 Click Done.

Step 5 (Optional) Choose the message to display.


Choosing a Message to Display

After you have created and saved a custom status message, you can choose it at any time:

Click the Reachability pop-up menu near the top of the console and choose a custom status message.


Note If there is a check mark beside Automatically change status for activity, and your reachability status changes, your message does not change. For more information about automatic status change, see the "Specifying Your Reachability Status" section.


Modifying Custom Status Messages


Step 1 Click the Reachability pop-up menu near the top of the console and choose Edit Status Menu.

Step 2 Double-click a message to change.

Step 3 Enter your new message.

Step 4 Click Done.


Deleting Custom Status Messages


Step 1 Click the Reachability pop-up menu near the top of the console and choose Edit Status Menu.

Step 2 Click a message to delete.

Step 3 Click the [-] button below the message.

Step 4 Click Done.