User Guide for Cisco Unified Personal Communicator for Windows, 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

From the menu bar at the top of the console, choose View > Show My Details.

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

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

Your contact information

From the menu bar at the top of the console, choose View > Show My Details.

 

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 From the menu bar at the top of the console, choose File > Edit Preferences.

Step 3 Click Accounts.

Step 4 In the list on the left side of the window, click Unity Connection.

Step 5 Enter your login information for voice-mail access. If your system administrator gave you two passwords, use the Cisco Unity Assistant (web) password.

Step 6 Click Save.

Step 7 Click Close.


Related Topics

Setting Up Cisco Unified Personal Communicator

Accessing Voice Mail

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 From the menu bar at the top of the console, choose File > Edit Preferences.

Step 3 Click Accounts.

Step 4 In the list on the left side of the window, click MeetingPlace Express.

Step 5 Enter your login information for web conferencing.

Step 6 Click Save.

Step 7 Click Close.

Step 8 See the "(Optional) Setting Internet Explorer Window Preferences" section.


Related Topics

Setting Up Cisco Unified Personal Communicator

Using Web Conferencing

(Optional) Setting Internet Explorer Window Preferences

When you add web conferencing and Microsoft Internet Explorer is the default browser on your computer, the web conferencing windows open in a browser window that is already open. To force Internet Explorer to open web conferencing in a new window, set Internet Explorer preferences.

Procedure


Step 1 Launch Internet Explorer.

Step 2 Choose Tools > Internet Options.

Step 3 Click the Advanced tab.

Step 4 Uncheck Reuse windows for launching shortcuts.

Step 5 Click OK.

Step 6 Close all Internet Explorer windows.


Setting Up Automatic Login and Password Entry

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

To set up automatic logging in:

Before Logging In

After Logging In

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 my password

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 File > Edit Preferences, then click Profile

Step 2 Check one or both check boxes:

Remember the password for this profile

Automatically connect using this profile.

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

Step 3 Click Close.


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 From the menu bar at the top of the console, choose File > Edit Preferences.

Step 2 Click Profile.

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

Step 4 Click Close.


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:

From the drop-down list near the top of the console, choose a phone option.

From the menu bar at the top of the console, choose File > Phone Mode, then choose an option.

From the menu bar at the top of the console, choose File > Edit Preferences. Then click Profile and choose a Phone Mode 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 drop-down list near the top of the console, choose Choose Phone to Control.

From the menu bar at the top of the console, choose File > Phone Mode > Choose Phone to Control.

From the menu bar at the top of the console, choose File > Edit Preferences. Then click Profile. Then, for the Phone Mode option, choose Choose Phone to Control.

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, right-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 Switch To.

Step 6 Click Close.


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.

There are two methods to specify preferred contact information:

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

Specifying Only the Method

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

Procedure


Step 1 From the menu bar at the top of the console, choose File > Edit Preferences.

Step 2 Click Profile.

Step 3 For Preferred Contact Method, choose an option.

Step 4 Enter your preferred phone number and e-mail address in standard formats.

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

Step 5 Click Close.


Specifying Only the Method

From the menu bar at the top of the console, choose File > Preferred Contact Method, then 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 one of the following:

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

From the menu bar at the top of the console, choose File > Reachability.

Step 2 Choose an option:

Option
Details

Automatic

 

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 exit 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 From the menu bar at the top of the console, choose File > Edit 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.


Step 3 Click Close.


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.)

To specify your custom status message, do one of the following:

Choose File > Edit Current Status Message

Click the Reachability drop-down list near the top of the console and choose Edit Current Status Message.