Installation Guide for Cisco Unified Personal Communicator Release 1.2
Planning to Install Cisco Unified Personal Communicator
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Planning to Install Cisco Unified Personal Communicator

Table Of Contents

Planning to Install Cisco Unified Personal Communicator

About Interactions With Servers and Applications

How Cisco Unified Personal Communicator Interacts With Servers at Startup

Network Settings That Are Retrieved from Servers

User Settings That Are Retrieved from Servers

Portable User Preferences That Are Stored on Cisco Unified Presence

Gathering Information to Configure Servers

Installing Servers


Planning to Install Cisco Unified Personal Communicator


About Interactions With Servers and Applications

Gathering Information to Configure Servers

Installing Servers


Note For details about new features in this release, see the "New and Changed Information" section in the release notes at this URL:
http://www.cisco.com/en/US/products/ps6844/prod_release_notes_list.html


About Interactions With Servers and Applications

Cisco Unified Personal Communicator interacts with these servers and applications as shown in Figure 1-1:

Cisco Unified Communications Manager call-processing system (formerly known as Cisco Unified CallManager) provides telephony features, video, and voice-over-IP capabilities to Cisco Unified Personal Communicator. Through the interaction with Cisco Unified Communications Manager, Cisco Unified Personal Communicator offers integrated soft-phone capabilities (audio and video) and computer telephony interface (CTI) control of the physical Cisco Unified IP Phone. You administer Cisco Unified Personal Communicator as a phone device by using the Cisco Unified Communications Manager Administration Phone Configuration window.

Cisco Unified Presence delivers a Session Initiation Protocol (SIP) presence engine and a SIP proxy server functionality to Cisco Unified Personal Communicator. The presence engine provides Cisco Unified Personal Communicator with the infrastructure for user and device status information (for example, busy, idle, away) by using SIP Instant Messaging and Presence Leveraging Extensions (SIMPLE).

It stores information about the preferred communication type (e-mail, voice, video) and the contact list for each user. Cisco Unified Presence also maintains login authentication for and provides configuration information to Cisco Unified Personal Communicator by using Simple Object Access Protocol (SOAP) over HTTPS.

The proxy server provides both registration and routing support for all its clients, all of which are SIP based. The Cisco Unified Personal Communicator sends SIP messages to and receives SIP messages from this proxy server, which communicates with Cisco Unified Communications Manager or other servers. These SIP messages are for soft-phone support, presence information, and database change notifications. Cisco Unified Personal Communicator also sends SIP messages (via the proxy) to other Cisco Unified Personal Communicator clients, for instant messaging.

Corporate LDAP version 3 directories interact with Cisco Unified Personal Communicator to provide additional contact information (first name, last name, phone numbers, and so forth) through directory searches for each contact in the contact list.

Cisco Unity Connection or Cisco Unity enable users to effectively manage communications messages (view, play back, sort, and delete) from within the Cisco Unified Personal Communicator application.

Cisco Unified MeetingPlace Express provides access to a private, reservationless, web conferencing session for users who are in a Cisco Unified Personal Communicator conversation. Users can launch a web conferencing session at any time to share content, such as presentations, and to facilitate collaboration with others. Cisco Unified MeetingPlace Express does not reserve voice ports for web meetings initiated through Cisco Unified Personal Communicator.

Cisco Unified MeetingPlace Express VT extends Cisco Unified Communications Manager video telephony capabilities. Users can add video to existing voice communication, move from point-to-point to multiparty voice and video calls, and can add web conferencing to their voice and video communications.

Cisco Unified MeetingPlace provides a more extensive feature set (such as scheduled and reservationless rich-media conferencing) and allows more concurrent users than Cisco Unified MeetingPlace Express. With this product, a Cisco Unified Personal Communicator user can launch a web conferencing session or a video conferencing session.

Cisco Unified Videoconferencing provides audio and video support for merged conference calls (three or more parties) placed through Cisco Unified Personal Communicator.

For information about supported releases for the applications and servers that interact with Cisco Unified Personal Communicator, see the release notes at this URL:

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

Figure 1-1 Cisco Unified Personal Communicator Interactions with Network Servers

Related Topics

About Interactions With Servers and Applications

How Cisco Unified Personal Communicator Interacts With Servers at Startup

Chapter 2 "Configuring Required Servers for Cisco Unified Personal Communicator"

How Cisco Unified Personal Communicator Interacts With Servers at Startup

When Cisco Unified Personal Communicator launches, it performs these operations:

1. It makes a secure (encrypted) connection to Cisco Unified Presence and downloads the contact list, network settings, user settings, and portable user preferences for each user.

The application uses the TFTP server address retrieved from Cisco Unified Presence to download the UPCdevicename.cnf.xml configuration file from Cisco Unified Communications Manager. For details about the configuration file, see the "Specifying TFTP Server Addresses" section.

2. The application registers to receive presence information from Cisco Unified Presence. After it is registered, the application subscribes to receive live presence information for each user in the contact list.

3. If soft-phone mode is enabled for the user, the application starts the soft-phone module and registers with Cisco Unified Communications Manager for call processing.

Otherwise, if phone-association mode is enabled for the user and if the user did not specify a preferred device in Cisco Unified Personal Communicator, the preferred CTI device specified in Cisco Unified Presence Administration is used. If neither of these options are specified, Cisco Unified Personal Communicator chooses the first CTI-enabled phone that is associated to the user in Cisco Unified Communications Manager.

4. The application connects to the voice-mail server (if deployed), provides the credentials for the user, and retrieves the headers of any currently stored voice-mail messages. Cisco Unified Personal Communicator stores the call history locally and records missed calls only if it is running.

5. The application attempts to look up directory information for call records, contact information for each contact in the contact list, and for the voice-mail messages that have been retrieved. The application presents the directory results to the user in the Recent pane.

6. When all directory searches are complete, the application stores the contact information for presence and voice mail in memory.

Related Topics

Network Settings That Are Retrieved from Servers

User Settings That Are Retrieved from Servers

Portable User Preferences That Are Stored on Cisco Unified Presence

Network Settings That Are Retrieved from Servers

You must configure network settings so that users can access network resources. You configure the network settings in Cisco Unified Presence Administration unless noted otherwise. The application retrieves these settings:

List of servers (Cisco Unified Communications Manager, LDAP, voice-mail servers, and web collaboration servers) and their addresses, ports, and transport types

LDAP schema mapping (data definition for the directory)

LDAP user common name (cn) attribute (for limiting the LDAP search to names)

LDAP search base (the location where all LDAP users exist) and recursive search flag (specifies whether to perform a recursive search of the directory starting at the search base)

Bind anonymously to LDAP (specifies whether to use the credentials of the user to log in to this LDAP server or to use an anonymous login for read-only access)

Presence domain name (used for SIP registration in the form of user@domainname)

Application dialing rules and directory lookup dialing rules (configured through the Cisco Unified Communications Manager Administration)

Voice-mail pilot number (redirects an incoming call to voice mail)

These settings are read only; Cisco Unified Personal Communicator cannot modify them and write them to the server.

Related Topics

How Cisco Unified Personal Communicator Interacts With Servers at Startup

User Settings That Are Retrieved from Servers

Portable User Preferences That Are Stored on Cisco Unified Presence

Chapter 2 "Configuring Required Servers for Cisco Unified Personal Communicator"

User Settings That Are Retrieved from Servers

You configure certain settings specific to each user in Cisco Unified Presence Administration and in Cisco Unified Communications Manager Administration. Similar to the network settings, the application retrieves the user settings from the server, but it can neither modify the configuration nor write it to the server.

The application retrieves these user settings:

Which phone line (number) the application should control when operating in CTI mode

Licensing information including which capabilities are enabled

Related Topics

How Cisco Unified Personal Communicator Interacts With Servers at Startup

Network Settings That Are Retrieved from Servers

Portable User Preferences That Are Stored on Cisco Unified Presence

Portable User Preferences That Are Stored on Cisco Unified Presence

The application stores portable user-preference information on Cisco Unified Presence so that the user can log in from any computer and retain various application settings. The application writes preference information to and retrieves preference information from the server. This preference information includes:

The LDAP directory username and password (required only if nonanonymous bind is configured in Cisco Unified Presence Administration)

Cisco Unified Presence digest password (not visible in the web administration but it is synchronized from Cisco Unified Communications Manager user configuration)

Username and password for voice-mail server access

Username and password for web collaboration server access

User preference information configured through the Preferences window in Cisco Unified Personal Communicator

The contact list is stored on and downloaded from Cisco Unified Presence. The recent communication records (missed, received, and sent calls, but not voice mail) are stored on the file system of the client computer and are not stored on Cisco Unified Presence.

Preference information is stored at this location:

For Windows XP: userdrive:\Documents and Settings\username\Application Data\Cisco\Unified Personal Communicator

For Windows Vista: userdrive:\Users\username\AppData\Local\Cisco\Unified Personal Communicator

where userdrive is the local hard drive and username is the login name of the logged in user.

All data in the Application Data directory is designed to follow the user around if you configure the Windows Roaming Profile option for the user. If the Windows user profile type is roaming, these settings will apply whenever the user logs in under the same Windows account on any other computer. For details about roaming profiles, see the Microsoft website.

Preference information for the Mac OS X is stored at this location, where ~ is the home folder for the user:

~/Library/Preferences/Cisco/UnifiedPersonalCommunicator/

~/Library/Preferences/com.cisco.CiscoUPC.plist

Related Topics

How Cisco Unified Personal Communicator Interacts With Servers at Startup

Network Settings That Are Retrieved from Servers

User Settings That Are Retrieved from Servers

Gathering Information to Configure Servers

Table 1-1 lists the information you need to gather too complete the server configuration tasks in Chapter 2 "Configuring Required Servers for Cisco Unified Personal Communicator" and in Chapter 3 "Configuring Recommended Servers for Cisco Unified Personal Communicator."

Table 1-1 Information to Gather 

Task
Where needed...
Information needed for Cisco Unified Communications Manager Configuration

Cisco Unified IP Phone MAC address for each user

Adding Cisco Unified IP Phones to the Cisco Unified Communications Manager Database

Directory numbers for each user

Adding Cisco Unified IP Phones to the Cisco Unified Communications Manager Database

Cisco Unified Communications Manager user names

Adding Cisco Unified Personal Communicator as a Phone Type

Cisco Unified Communications Manager MAC address

How to Configure Licensing in Cisco Unified Communications Manager

Cisco Unified Videoconferencing MCU MAC address

Configuring Videoconferencing Resources

Information needed for Cisco Unified Presence Configuration

TFTP server (primary and backup) addresses

Specifying TFTP Server Addresses

LDAP attribute mapping schema

Configuring the LDAP Attribute Map

LDAP server addresses

Specifying LDAP Server Names and Addresses

LDAP server password

Creating LDAP Server Profiles

Computer telephony interface (CTI) gateway server addresses

Specifying CTI Gateway Server Names and Addresses

Voice-mail server addresses (Cisco Unity Connection or Cisco Unity)

Specifying Cisco Unity Server Names and Addresses in Cisco Unified Presence Administration

Web conferencing server addresses (Cisco Unified MeetingPlace Express VT, Cisco Unified MeetingPlace Express, or Cisco Unified MeetingPlace)

Specifying Cisco Unified MeetingPlace Server Names and Addresses in Cisco Unified Presence Administration

Presence server IP address or domain name (for Exchange Outlook calendar integration)

Configuring the Presence Gateway in Cisco Unified Presence Administration


Related Topics

Installing Servers

Installing Servers

This topic provides a high-level overview of the tasks that need to be completed before you deploy Cisco Unified Personal Communicator.


Note Use care when setting user names and passwords. Although passwords do not need to match across all servers, it will be easier for users to correctly configure the Cisco Unified Personal Communicator client if they do. Users cannot change passwords from Cisco Unified Personal Communicator; instead users must follow the password change instructions specific to each server.


Procedure


Step 1 Comply with the network, server, and the client computer requirements that are described in the release notes at this URL:

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

a. Make sure to use the correct software release for the supported servers.

b. Make sure that you read and understand the system requirements before you proceed with the installation.

Step 2 Install and configure Cisco Unified Communications Manager.

Cisco Unified Communications Manager manages the Cisco Unified IP Phones associated with Cisco Unified Personal Communicator and routes and processes calls. Cisco Unified Communications Manager provides licensing information to Cisco Unified Personal Communicator and provides controls for video conferencing when the Cisco Unified Videoconferencing Multipoint Control Unit (MCU) is installed.

Follow the system configuration overview instructions in the Cisco Unified Communications Manager System Guide and the instructions in the Cisco Unified Communications Manager Administration Guide (or in the Cisco Unified Communications Manager Administration online help).

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

Step 3 Install and configure the Lightweight Directory Access Protocol (LDAP) server by following the instructions that shipped with the server.

The LDAP directory interacts with Cisco Unified Personal Communicator to provide additional contact information (first name, last name, phone numbers, and so forth) through directory searches for each contact in the contact list for a user.

You must configure Cisco Unified Presence to interact with the LDAP server.

Step 4 Install and configure Cisco Unified Presence.

Cisco Unified Presence provides the client configuration and presence information to Cisco Unified Personal Communicator.

Follow the installation and configuration information at this URL:

http://www.cisco.com/en/US/products/ps6837/prod_installation_guides_list.html

Also follow the instructions in the administration guide (or in the online help in the Cisco Unified Presence Administration at this URL:

http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html

Step 5 (Optional) For full functionality of Cisco Unified Personal Communicator, install and configure these products:

Cisco Unity Connection or Cisco Unity to provide voice-mail retrieval and playback

See the Cisco Unity Connection install and upgrade guides, and the maintain and operate guides:

http://www.cisco.com/en/US/products/ps6509/tsd_products_support_series_home.html

See the Cisco Unity install and upgrade guides, and the maintain and operate guides:

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/tsd_products_support_series_home.html

You must configure Cisco Unified Presence to interact with the voice-mail server.

Cisco Unified MeetingPlace Express VT, Cisco Unified MeetingPlace Express, or Cisco Unified MeetingPlace to provide web conferencing or voice and video conferencing

See the Cisco Unified MeetingPlace Express VT and the Cisco Unified MeetingPlace Express install and upgrade guides, and the maintain and operate guides:

http://www.cisco.com/en/US/products/ps6533/tsd_products_support_series_home.html

See the Cisco Unified MeetingPlace install and upgrade guides, and the maintain and operate guides:

http://www.cisco.com/en/US/products/sw/ps5664/ps5669/tsd_products_support_series_home.html

You must configure Cisco Unified Presence to interact with the web conferencing server.

Microsoft Exchange server to include the status of meetings from the Outlook calendar into Cisco Unified Personal Communicator user reachability status

You must integrate the Exchange server with Cisco Unified Presence, create a "receive as" account on the Exchange server, and configure the security certificate in Cisco Unified Presence Administration. For details, see the "How to Integrate Exchange Calendaring" section.

Cisco Unified Videoconferencing MCU for video conferencing support when Cisco Unified Personal Communicator is used in soft-phone mode

See the install and upgrade guides, and the maintain and operate guides at this URL:

http://www.cisco.com/en/US/products/hw/video/ps1870/tsd_products_support_series_home.html

You must configure Cisco Unified Communications Manager to interact with the MCU.

Step 6 Configure the servers in this procedure for use with Cisco Unified Personal Communicator.


Related Topics

Gathering Information to Configure Servers

Chapter 2 "Configuring Required Servers for Cisco Unified Personal Communicator"

Chapter 3 "Configuring Recommended Servers for Cisco Unified Personal Communicator"