Installation Guide for Cisco Unified Personal Communicator Release 1.2
Configuring Required Servers for Cisco Unified Personal Communicator
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Configuring Required Servers for Cisco Unified Personal Communicator

Table Of Contents

Configuring Required Servers for Cisco Unified Personal Communicator

How to Configure Cisco Unified Communications Manager

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

Completing the Cisco Unified IP Phone Configuration

Associating Cisco Unified IP Phones to End Users and Adding End Users to a Group

Adding Cisco Unified Personal Communicator as a Phone Type

Associating Lines, Users, and Directory Numbers

Configuring Extension Mobility

How to Configure Dialing Rules

Application Dialing and Directory Lookup Rules

How Cisco Unified Personal Communicator Transforms Dialed Numbers

Configuring Application Dialing Rules

Configuring Directory Lookup Rules

How to Configure Licensing in Cisco Unified Communications Manager

Licensing Options for Cisco Unified Personal Communicator

Obtaining a License File

Uploading a License File

Assigning Capabilities to Users

Viewing Licensing Information

Configuring the LDAP Server

How to Configure Cisco Unified Presence

Specifying TFTP Server Addresses

About Contact Names and Photo Settings in the LDAP Attribute Map

Rules for a Displayed Contact Name

Photo Setting Attribute and Format for Windows Active Directory

Configuring the LDAP Attribute Map

Specifying LDAP Server Names and Addresses

Creating LDAP Server Profiles

Specifying CTI Gateway Server Names and Addresses

About CTI Gateway Server Failover

Desk-Phone Mode Failover and Recovery

CTI Connection Failures and Recovery When No Calls Are Present

CTI Connection Failures and Recovery When Calls Are Present

Creating CTI Gateway Server Profiles

Creating SIP Proxy Server Profiles

Changing Application Profiles on a Per-User Basis

Globally Disabling Instant Messaging

Configuring Firewalls to Pass Cisco Unified Personal Communicator Traffic

Configuring Users for Point-to-Point Video Calls and for Multipoint Videoconferencing


Configuring Required Servers for Cisco Unified Personal Communicator


How to Configure Cisco Unified Communications Manager

How to Configure Licensing in Cisco Unified Communications Manager

Configuring the LDAP Server

How to Configure Cisco Unified Presence

Configuring Firewalls to Pass Cisco Unified Personal Communicator Traffic

Configuring Users for Point-to-Point Video Calls and for Multipoint Videoconferencing

How to Configure Cisco Unified Communications Manager

Adding Cisco Unified IP Phones to the Cisco Unified Communications Manager Database (required)

Completing the Cisco Unified IP Phone Configuration (optional)

Associating Cisco Unified IP Phones to End Users and Adding End Users to a Group (required)

Adding Cisco Unified Personal Communicator as a Phone Type (required for video soft-phone support)

Associating Lines, Users, and Directory Numbers (required)

Configuring Extension Mobility (optional)

How to Configure Dialing Rules (required)

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

You must add and configure for each user a Cisco Unified IP Phone supported for use with Cisco Unified Personal Communicator to the Cisco Unified Communications Manager database.

Before You Begin

Make sure you are using a supported Cisco Unified Communications Manager release. See the release notes at this URL:

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

Determine how you want add phones to the Cisco Unified Communications Manager database:

Automatically (through auto-registration)

Manually (through the Phone Configuration windows)

For details, see the online help topic "Configuring Cisco Unified IP Phones" in Cisco Unified Communications Manager Administration.

Make sure you are adding a Cisco Unified IP Phone supported for use 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

Procedure


Step 1 In Cisco Unified Communications Manager Administration, provision the Cisco Unified IP Phone by choosing Device > Phone.

Step 2 Add a Cisco Unified IP Phone (if none exists) for the user. Configure the phone for your environment.

Step 3 Configure the phone to interoperate with Cisco Unified Personal Communicator by allowing control of the Cisco Unified IP Phone from the computer telephony interface (CTI). Verify that Allow Control of Device from CTI is checked (the default setting).

If this option is not provided in the Device Information section of the Phone Configuration window, the phone is not supported for use with Cisco Unified Personal Communicator.

Step 4 Assign a directory number, and associate this number with the phone.


For detailed instructions, use the Cisco Unified Communications Manager Administration online help or the Cisco Unified Communications Manager Administration Guide at this URL:

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

Related Topics

Completing the Cisco Unified IP Phone Configuration

Associating Cisco Unified IP Phones to End Users and Adding End Users to a Group

Adding Cisco Unified Personal Communicator as a Phone Type

Associating Lines, Users, and Directory Numbers

Completing the Cisco Unified IP Phone Configuration

You can configure a Cisco Unified IP Phone with optional features by following the tasks in Table 2-1; however, these configuration steps are not necessary to run Cisco Unified Personal Communicator.

For a list of supported Cisco Unified Personal Communicator features, see the data sheet at this URL:

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

Table 2-1 Optional Cisco Unified IP Phones Features 

Task
For details, see... 1

Configure telephony features and settings, including extension mobility for environments where users are not permanently assigned to physical phones2 (optional).

Cisco Unified Communications Manager Administration Guide

Cisco Unified Communications Manager Features and Services Guide

Configuring Extension Mobility

Modify phone button templates (softkeys) (optional).

Cisco Unified Communications Manager Administration Guide

Configure Cisco Unified IP Phone services, such as access to stock quotes and weather reports (optional).

Cisco Unified Communications Manager Administration Guide

Cisco Unified Communications Manager Features and Services Guide

Set up directories for Quick Search and Dialing Rules features (optional).

Cisco Unified Communications Manager Administration Guide

Add users to Cisco Unified Communications Manager, and associate users with device IDs for access to the User Options web pages (optional).

Cisco Unified Communications Manager Administration Guide

1 Cisco Unified Communications Manager documentation is available from the Help menu in the Cisco Unified Communications Manager Administration and at this URL: http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

2 When you configure extension mobility, Cisco Unified Personal Communicator users can select the associated desk phone in Cisco Unified Personal Communicator. For details, see the Cisco Unified Personal Communicator user guide at this URL: http://www.cisco.com/en/US/products/ps6844/products_user_guide_list.html


Associating Cisco Unified IP Phones to End Users and Adding End Users to a Group

After you add Cisco Unified IP Phones to the Cisco Unified Communications Manager database and configure them to be controlled from CTI, you must perform these tasks:

Modify user credentials (required if integrating with Cisco Unified Communications Manager Release 6.0)

Set up user accounts, and associate directory numbers (primary extensions) to users.

Associate phones to end users.

Add end users to the CTI users group.

Add end users to a Cisco Unified Communications Manager user group.

Before You Begin

To avoid interoperability problems with Cisco Unified Personal Communicator, use care when specifying the usernames in the End User Configuration window. You must take care to create usernames that will not result in two users with the same soft-phone device name. If Cisco Unified Personal Communicator cannot derive its soft-phone device name, it will not properly register and function as expected.You will convert the username into a soft-phone device name in the "Adding Cisco Unified Personal Communicator as a Phone Type" section. For details, see Table 2-2.

Procedure


Step 1 In Cisco Unified Communications Manager Administration, modify user credentials by choosing User Management > Credential Policy Default.

Edit all entries (Application User Password, End User Password, and End User PIN):

a. Uncheck User Must Change at Next Login.

b. Check Does Not Expire.

c. Click Save.

Step 2 Provision end users by choosing User Management > End User, and in the Find and List Users window, click Add New to add a new user.

Step 3 In the End User Configuration window, enter information for this user.

a. In the User Information section, enter values into the fields.

For details about these fields, see the online help topic "End User Configuration Settings" in Cisco Unified Communications Manager Administration.

b. Make sure to configure a digest credential for the user. Any value will work, but do not leave this field blank.

c. In the Directory Number Associations section at the bottom of the window, select the primary extension (primary directory number) for this user from the drop-down list.

d. Click Save.

Step 4 In the Device Associations section, associate a Cisco Unified IP Phone with this end user by clicking Device Association.

a. In the User Device Association window, enter the MAC address of the phone for this user prefixed with SEP, and click Find.

b. Select the phone for the user from the list (should be the only phone returned), and click Save.

c. Select the primary extension for the newly associated phone, and click Save.

Step 5 Associate the user with a line by choosing Device > Phone:

a. Click the phone to associate with the user, and click the directory number link.

b. In the Directory Number Configuration window, click Associate End Users at the bottom of the window.

c. Select the user to associate to this device, and click Add Selected.

d. Click Save.

Step 6 Add the end user to the CTI users group:

a. Choose User Management > User Group.

b. In the search field of the Find and List User Groups window, enter Standard CTI Enabled, and click Find.

This is a standard group that is created when Cisco Unified Communications Manager installs.

c. Click the Standard CTI Enabled group to open the User Group Configuration window.

d. Click Add End Users to Group.

e. In the Find and List Users window, search for a user by using the search options, select the check box for the user, and click Add Selected.

Step 7 Follow the instructions in Step 5, but search for the Standard CCM End Users group, and add the end user to this group to enable end-user pages.

Step 8 Click Save.


Related Topics

Adding Cisco Unified Personal Communicator as a Phone Type

Associating Lines, Users, and Directory Numbers

Adding Cisco Unified Personal Communicator as a Phone Type

To enable Cisco Unified Personal Communicator soft-phone features, you must manually create a new soft-phone device per user.

Restrictions

The auto-registration features in Cisco Unified Communications Manager are not supported for use with Cisco Unified Personal Communicator.

With Cisco Unified Communications Manager Release 6.0(1) and later, you can associate a secondary soft-phone device with a primary device and consume only one device license per device (also known as secondary licensing or adjunct licensing). For releases prior to Cisco Unified Communications Manager Release 6.0(1), three device licenses were consumed.

Adjunct licensing has these restrictions:

You can associate up to two secondary soft-phone devices to a primary phone.

You cannot delete the primary phone unless you remove the associated secondary soft-phone devices.

The primary phone must be the device that consumes the most licenses You cannot make the soft-phone device the primary phone and associate a Cisco Unified IP Phone as the secondary device.

Secondary soft-phone devices are limited to Cisco IP Communicator, Cisco Unified Personal Communicator, and Cisco Unified Mobile Communicator.

Procedure


Step 1 In Cisco Unified Communications Manager Administration, choose Device > Phone.

Step 2 In the Find and List Phones window, click Add New.

Step 3 In the Add a New Phone window, in the Phone Type drop-down list, select Cisco Unified Personal Communicator, and click Next.

Step 4 In the Phone Configuration window, in the Device Information section:

a. In the Device Name field, specify the soft-phone device name according to these guidelines:

It must match the user name.

It must start with UPC.

It must contain the uppercase letters A through Z and numerals 0 through 9, ignoring all other characters.

It can contain 12 additional characters after UPC.

See Table 2-2 for examples.

Table 2-2 Username Conversion for Cisco Unified Personal Communicator Soft-Phone Device 

Cisco Unified Communications Manager Username
Associated Soft-Phone Device Name

jjackson

UPCJJACKSON

johnnie_jackson

UPCJOHNNIEJACKS

johnniejackson

UPCJOHNNIEJACKS

john.jackson

UPCJOHNJACKSON



Note As shown in Table 2-2, the usernames johnnie_jackson and johnniejackson translate to the same soft-phone device name and are said to collide. You must take care to create usernames that will not result in a collision when the soft-phone device name is configured. If Cisco Unified Personal Communicator is unable to derive its soft-phone device name, it will not be able to properly register and will not function as expected. You might have to reconfigure a user to use a name other than their normal username to avoid this problem.


b. In the Description field, enter a descriptive name for the phone; for example, Richard-soft phone.

c. Configure all required fields for your environment.

d. For Owner User ID, select the user ID from the drop-down list.

e. For Primary Phone, select the device name of the Cisco Unified IP Phone to associate with Cisco Unified Personal Communicator.

f. Make sure to uncheck Allow Control of Device from CTI to disable the ability of CTI to control and monitor this device.

Step 5 In the Protocol Specific Information section:

a. For Presence Group, select Standard Presence Group.

b. For Device Security Profile, select Cisco Unified Personal Communicator - Standard SIP Non-Secure Profile. This security profile is installed with Cisco Unified Communications Manager.

c. For SIP Profile, select Standard SIP Profile to specify the default SIP profile. SIP profiles provide specific SIP information for the phone such as registration and keepalive timers, media ports, and do-not-disturb control.

d. For Digest User, select the user ID. It should be the same as that selected for the Owner User ID.

Step 6 Click Save, and verify that the status shown at the top of the page indicates a successful save.

Step 7 In the Association Information pane that displays on the left side of the window, click the Add a New DN link.

Step 8 In the Directory Number Information section, enter the directory number and route partition for the Cisco Unified Personal Communicator that are the same as the ones used by the Cisco Unified IP Phone for this user.

This configuration causes the Cisco Unified Personal Communicator to share the line with the Cisco Unified IP Phone for this user.

Step 9 For the Line 1 on Device Device-Name section, for the Display (Internal Caller ID), enter a string (20 characters maximum) as the callerID; for example, Richard Jonnes. This string is displayed as the callerID on phones that are called.

Step 10 In the Multiple Call/Call Waiting Settings on Device section:

a. For Maximum Number of Calls, type 6 to specify the maximum number of calls that can be presented to Cisco Unified Personal Communicator.

b. For Busy Trigger, specify the trigger after which an incoming call receives a busy signal. This setting works with the Maximum Number of Calls setting.

For example, if the maximum number of calls is set to 6 and the busy trigger is set to 6, incoming call 7 receives a busy signal.

Step 11 Click Save.

Ensure that the status shown at the top of the page indicates a successful save and that the resulting status is Ready.

Cisco Unified Communications Manager reminds you that changes to line or directory number settings require a restart. However, a restart is required only when you edit lines on Cisco Unified IP Phones that are up and running at the time of the modifications.


Related Topics

Associating Lines, Users, and Directory Numbers

Configuring Extension Mobility

Licensing Options for Cisco Unified Personal Communicator

Configuring Videoconferencing Resources

Associating Lines, Users, and Directory Numbers

To ensure that the reachability status in Cisco Unified Personal Communicator is accurately displayed, you must make sure there is an association between the user and the line that is configured for the user in Cisco Unified Communications Manager, Release 6.x.

Procedure


Step 1 In Cisco Unified Communications Manager, choose Device > Phone, and find the directory number.

Step 2 In the Association Information section on the left side of the window, click the link for the line.

Step 3 On the Directory Number Configuration window, scroll to the bottom of the page and make sure the user is associated with the line.

Step 4 Make sure you associate the line and user for all the phones used by the user for that directory number.


Implementation Tips

You can also associate lines, users, and directory numbers by using the Bulk Administration Tool (BAT).

Related Topics

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

Associating Cisco Unified IP Phones to End Users and Adding End Users to a Group

Adding Cisco Unified Personal Communicator as a Phone Type

Configuring Extension Mobility

Use the extension mobility feature to allow users to configure a Cisco Unified IP Phone as their own, on a temporary basis, by logging in to that phone. After a user logs in, the phone adopts the default device profile information for that user, including line numbers, speed dials, services links, and other user-specific phone properties.

For example, when user A occupies a desk and logs in to the phone, the directory numbers, services, speed dials, and other properties for that user appear on that phone. But when user B uses the same desk at a different time, information for user B appears. The extension mobility feature dynamically configures a phone according to the current user.

By using extension mobility, Cisco Unified Personal Communicator users can associate this application with one of several desk phones that have the same directory number on the primary line as their default desk phone.

Procedure


Step 1 In Cisco Unified Communications Manager Administration, choose Device > Phone, and access the Directory Number Configuration window.

Step 2 Make sure to remove all devices from the phone association list (if any) of the user.

This action also removes the Preferred CTI Device selection in Cisco Unified Presence Administration (Application > Unified Personal Communicator > User Settings window).

Step 3 Follow the Cisco Unified Communications Manager extension mobility configuration information in the Cisco Unified Communications Manager Features and Services Guide at this URL:

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

Step 4 When you create the device user profile (Device > Device Settings > Device Profile), make sure that it is controllable by CTI (along with the line).

Step 5 When you add the Cisco Unified IP Phone to Cisco Unified Communications Manager (Device > Phone), make sure that is controllable by CTI.


Related Topics

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

How to Configure Dialing Rules

Application Dialing and Directory Lookup Rules

How Cisco Unified Personal Communicator Transforms Dialed Numbers

Configuring Application Dialing Rules

Configuring Directory Lookup Rules

Application Dialing and Directory Lookup Rules

Based on dial plan for your company and the information stored in the LDAP directory (telephone number for the end user), you might need to define application dialing rules and directory lookup rules through the Cisco Unified Communications Manager routing information administration pages. Cisco Unified Presence queries Cisco Unified Communications Manager to obtain these dialing rules for the Cisco Unified Personal Communicator.

These rules define how Cisco Unified Personal Communicator can reformat the inbound call ID to be used as a directory lookup key and how to transform a phone number retrieved from the LDAP directory for outbound dialing.

Related Topics

How Cisco Unified Personal Communicator Transforms Dialed Numbers

Configuring Application Dialing Rules

Configuring Directory Lookup Rules

How Cisco Unified Personal Communicator Transforms Dialed Numbers

Before Cisco Unified Personal Communicator places a call through contact information, it removes everything from the phone number to be dialed except for letters and digits. It transforms the letters to digits and applies the dialing rules it obtains from Cisco Unified Presence. The letter-to-digit mapping is locale specific and corresponds to the letters found on a standard telephone keypad for that locale (for example, for an US English locale, 1800-GOTMILK transforms to 18004686455).

Users cannot view or modify transformed numbers before Cisco Unified Personal Communicator places them. If there is a problem with the dialed number because of mistransformations, you must correct the dialing rules so that the attempted dialed number will work.

For detailed conceptual and task-based information on dial rules, see the Cisco Unified Communications Manager Administration online help or the Cisco Unified Communications Manager Administration Guide at this URL:

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

For dial-plan details, deployment, and installation of these dial plans for certain countries other than North America, see this URL:

http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/idp/504_423/deploy/dpdg.html

You can download Cisco Unified Communications Manager Dial Plan applications at this URL:

http://www.cisco.com/cgi-bin/tablebuild.pl/IDP50

Related Topics

Application Dialing and Directory Lookup Rules

Configuring Application Dialing Rules

Configuring Directory Lookup Rules

Configuring Application Dialing Rules

Application dial rules automatically strip numbers from or add numbers to telephone numbers that the user dials. For example, you can configure a dial rule that automatically adds the digit 9 in front of a 7-digit telephone number to provide access to an outside line. Application dial rules are used to manipulate numbers that are dialed from Cisco Unified Personal Communicator.

Procedure


Step 1 Log on to Cisco Unified Communications Manager Administration.

Step 2 Choose Call Routing > Dial Rules > Application Dial Rules.

Step 3 Configure the dial rules by following the online help for this page or see the Cisco Unified Communications Manager Administration Guide at this URL:

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


Related Topics

Application Dialing and Directory Lookup Rules

How Cisco Unified Personal Communicator Transforms Dialed Numbers

Configuring Directory Lookup Rules

Configuring Directory Lookup Rules

Directory lookup rules transform caller identification numbers into numbers that can be looked up in the directory from Cisco Unified Personal Communicator. Each rule specifies which numbers to transform based on the beginning digits and length of the number. For example, you can create a directory lookup rule that automatically removes the area code and two prefix digits from a 10-digit telephone, which would transform 4089023139 into 23139.

Procedure


Step 1 Log on to Cisco Unified Communications Manager Administration.

Step 2 Choose Call Routing > Dial Rules > Directory Lookup Dial Rules.

Step 3 Configure the dial rules by following the online help for this page or see the Cisco Unified Communications Manager Administration Guide at this URL:

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


Related Topics

Application Dialing and Directory Lookup Rules

How Cisco Unified Personal Communicator Transforms Dialed Numbers

Configuring Application Dialing Rules

How to Configure Licensing in Cisco Unified Communications Manager

Cisco Unified Communications Manager Administration tracks the number of Cisco Unified Personal Communicator devices that are connected to it and compares this figure with the number of device licenses that have been purchased.

Licensing Options for Cisco Unified Personal Communicator

Obtaining a License File

Uploading a License File

Assigning Capabilities to Users

Viewing Licensing Information

Licensing Options for Cisco Unified Personal Communicator

Cisco Unified Communications Manager Administration tracks the number of Cisco Unified Personal Communicator devices that are connected to it and compares it with the number of device licenses that have been purchased.

You can configure Cisco Unified Personal Communicator in these ways:

Base functionality—This configuration provides a user with a presence-enabled contact list, directory searching, instant messaging, and the ability to control a Cisco Unified IP Phone for click-to-dial and incoming call notification through desk-phone mode in Cisco Unified Personal Communicator. A user can also use web conferencing and voice-mail features if they are licensed for these products. For a list of supported servers, see the release notes at this URL:

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

These licenses are required:

One Cisco Unified Personal Communicator software license. (The Cisco Unified Personal Communicator license comes with one Cisco Unified Communications Manager device user license.)

One Cisco Unified Presence user feature license. (This license is also known as a Cisco Unified Communications Manager phone device license.)

Base functionality and soft phone—In addition to the base capabilities, you can configure Cisco Unified Personal Communicator as a video-enabled soft phone to allow the user to use Cisco Unified Personal Communicator in soft-phone mode.

These licenses are required:

One Cisco Unified Personal Communicator software license. (The Cisco Unified Personal Communicator license comes with one Cisco Unified Communications Manager device user license.)

One Cisco Unified Presence user feature license. (This license is also known as a Cisco Unified Communications Manager phone device license.)

Three Cisco Unified Communications Manager phone device licenses to register as a Cisco Unified Communications Manager soft phone.


Note In Cisco Unified Communications Manager Release 6.0(1), you can associate a secondary device with a primary device and consume only one device license per device (also known as adjunct licensing). You can configure adjunct licensing manually through the Phone Configuration window, through AXL, or through the BAT.


Related Topics

Adding Cisco Unified Personal Communicator as a Phone Type

Obtaining a License File

Uploading a License File

Obtaining a License File

When you place an order for Cisco devices, Cisco provides a Product Authorization Key (PAK). The PAK provides the software activation key and the license file.

Before You Begin

Obtain the MAC address of Cisco Unified Communications Manager for which you are requesting the licenses and a valid e-mail ID.

Determine the number of device licenses that you need by using the license unit calculator in Cisco Unified Communications Manager Administration (System > Licensing > License Unit Calculator).

Procedure


Step 1 Obtain the license files for Cisco Unified Personal Communicator by following the instructions in the Cisco Unified Communications Manager Administration online help or the Cisco Unified Communications Manager Administration Guide at this URL:

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

Step 2 After you enter the MAC address of Cisco Unified Communications Manager for which you are requesting the licenses and a valid e-mail ID, enter the number of nodes and devices for which you want licenses.

Step 3 After the license is uploaded, assign capabilities to users.


Related Topics

Uploading a License File

Uploading a License File

After you obtain the license file, you must copy it to your local machine and then upload it to the server. License files must have a .lic suffix.

Procedure


Step 1 Upload the Cisco Unified Personal Communicator license file to Cisco Unified Communications Manager Administration (System > Licensing > License File Upload).

Step 2 Follow the instructions in the Cisco Unified Communications Manager Administration online help or the Cisco Unified Communications Manager Administration Guide at this URL:

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


Related Topics

Assigning Capabilities to Users

Assigning Capabilities to Users

After the Cisco Unified Personal Communicator license files are uploaded, you must assign the capabilities to existing users in the Cisco Unified Communications Manager database. Use the first procedure to assign capabilities to a single user. Use the second procedure to assign capabilities to multiple users.

Before You Begin

You must upload the license file before you can assign capabilities to users. For details, see "Uploading a License File" section.

Procedure for Assigning Capabilities to a Single User


Step 1 In Cisco Unified Communications Manager Administration, choose System > Licensing > Capabilities Assignment.

Step 2 In the Find and List Capabilities Assignments window, click Find to display a list of all users.

Step 3 In the search results section, click the link for the user to display the Capabilities Assignment Configuration window.

Step 4 Check Enable UPS to enable the user to log in to Cisco Unified Presence. (One device license is consumed.)

Step 5 Check Enable UPC to enable Cisco Unified Personal Communicator to obtain presence information for the contact list from Cisco Unified Presence. (One device license is consumed.)

If you completed the "Adding Cisco Unified Personal Communicator as a Phone Type" section, three device licenses are consumed per user for video soft-phone capabilities.

Step 6 Click Save.


Procedure for Assigning Capabilities to Multiple Users in Cisco Unified Communications Manager Release 5.0


Tip For Cisco Unified Communications Manager Release 6.0 and later, you assign capabilities to multiple users from System > Licensing > Capabilities Assignment. Select multiple users, and click Bulk Assignment.



Step 1 In Cisco Unified Communications Manager Administration, choose Bulk Administration > CUP > Export CUP/CUPC Users.

Step 2 Obtain current license information by finding all Cisco Unified Presence and Cisco Unified Personal Communicator users.

Step 3 Click Next.

Step 4 In the Export CUP/CUPC Users Configuration window, specify the filename to be exported.

Step 5 From Bulk Administration > Upload/Download Files, download the .csv file, enable or disable licenses according to the instructions in the sample file, and then upload the file.

Step 6 From Bulk Administration > CUP > Update CUP/CUPC Users, select the updated .csv file and submit it to update license capabilities in bulk.


Related Topics

Viewing Licensing Information

Viewing Licensing Information

Table 2-3 Viewing Licensing Information 

If You Want To...
Then...

Display the license report.

In Cisco Unified Communications Manager Administration, choose System > Licensing > License Unit Report.

The report lists the number of authorized, used, and remaining licenses.

Determine the number of license units that are required for Cisco Unified Personal Communicator.

In Cisco Unified Communications Manager Administration, choose System > Licensing > License Unit Calculator.

Obtain system information.

In Cisco Unified Presence Administration, choose System > Status.

The System Status window provides this information:

Number of licensed Cisco Unified Presence and Cisco Unified Personal Communicator users synchronized from the Cisco Unified Communications Manager database.

User IDs and the primary extension, number of devices, and the number of contacts associated with users.

Which users are licensed to use Cisco Unified Personal Communicator.


Related Topics

Obtaining a License File

Uploading a License File

Configuring the LDAP Server

The LDAP directory interacts with Cisco Unified Personal Communicator to provide contact information through directory searches.

Before You Begin

Purchase a supported LDAP directory server. For information about supported LDAP directory servers, see the release notes at this URL:

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

Make sure the LDAP server is installed before attempting LDAP-specific configuration in Cisco Unified Presence Administration.

Procedure


Step 1 Install the server and software according to the instructions from the manufacturer.

Step 2 Perform the LDAP-specific configuration in Cisco Unified Presence Administration.


Related Topics

Configuring the LDAP Attribute Map (required)

Specifying LDAP Server Names and Addresses (required)

Creating LDAP Server Profiles (required)

How to Configure Cisco Unified Presence

Specifying TFTP Server Addresses (required)

About Contact Names and Photo Settings in the LDAP Attribute Map

Configuring the LDAP Attribute Map (required)

Specifying LDAP Server Names and Addresses (required)

Creating LDAP Server Profiles (required)

Specifying CTI Gateway Server Names and Addresses (required)

About CTI Gateway Server Failover

Creating CTI Gateway Server Profiles (required)

Creating SIP Proxy Server Profiles (required)

Changing Application Profiles on a Per-User Basis


Note For information about configuring Cisco Unified Presence for voice-mail and web-conferencing functionality, see Chapter 3 "Configuring Recommended Servers for Cisco Unified Personal Communicator."


Specifying TFTP Server Addresses

You must specify TFTP server addresses in Cisco Unified Presence Administration. Cisco Unified Personal Communicator connects to the primary TFTP server (whose address is retrieved from Cisco Unified Presence) at startup, for suspend and resume operations, and for the re-establishment of dropped network connections. When the connection is established, Cisco Unified Personal Communicator downloads the UPCdevicename.cnf.xml configuration file from Cisco Unified Communications Manager for each user.

The configuration file contains the list of Cisco Unified Communications Manager primary and failover server addresses and the transport protocol that Cisco Unified Personal Communicator should use in soft-phone mode to connect to Cisco Unified Communications Manager.

Once the file is successfully downloaded, the configuration information is made available to other Cisco Unified Personal Communicator subsystems, and Cisco Unified Personal Communicator disconnects from the TFTP server. Each time Cisco Unified Personal Communicator tries to download the configuration file, it starts with the primary TFTP server.

If the primary TFTP server does not respond, Cisco Unified Personal Communicator fails over to the backup TFTP servers in order (if they exist). If all TFTP server connections fail, Cisco Unified Personal Communicator tries to load the last valid downloaded configuration from these locations:

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

For Mac OS: ~/Library/Preferences/Cisco/UnifiedPersonalCommunicator/

If the loading of the local file is successful, Cisco Unified Personal Communicator updates the Server Health window with a warning notification (yellow indicator). If the file transfer fails and the file does not exist, Cisco Unified Personal Communicator updates the Server Health window with a failure notification (red indicator) and goes into No Phone mode.

Before You Begin

Make sure that you are using a supported Cisco Unified Presence release. See the release notes at this URL:

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

Obtain the hostnames or IP addresses of the TFTP servers.

Restrictions

These Cisco Unified Communications Manager failover restrictions apply to Cisco Unified Personal Communicator:

Auto-registration is not supported.

Cisco Unified Personal Communicator fails over to a configured TFTP server when it tries to download the configuration file. It also tries to download the file from the backup TFTP servers.

AutoUpdate and upgrades through TFTP are not supported for Cisco Unified Personal Communicator software.

Procedure


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > Settings to display the Cisco Unified Personal Communicator Settings window.

Step 2 Assign the primary (required) and backup (optional) TFTP server addresses in the fields provided. You can enter an IP address or a fully qualified domain name.

Step 3 Click Save.


Troubleshooting Tip

You can see the TFTP server addresses in the server health window in Cisco Unified Personal Communicator (Help > Show Server Health on Windows and Help > Show System Diagnostics on Mac).

About Contact Names and Photo Settings in the LDAP Attribute Map

Rules for a Displayed Contact Name

Photo Setting Attribute and Format for Windows Active Directory

Rules for a Displayed Contact Name

These rules determine how a name is displayed as a contact in Cisco Unified Personal Communicator:

If the end user edits a contact name in Cisco Unified Personal Communicator (Actions > Edit Contact Nickname), display this name.

If you configured an LDAP user field for DisplayName, display this name.

If you configured an LDAP user field for Nickname, display this name with the last name.

Otherwise, display the configured LDAP user fields for the first and last names in the Contact pane.

If you did not configure LDAP user fields for the FirstName and LastName, display the LDAP UserID or the Cisco Unified Presence user ID in the Contact pane.

Related Topics

Configuring the LDAP Attribute Map

Photo Setting Attribute and Format for Windows Active Directory

By default, Cisco Unified Personal Communicator uses the jpegPhoto LDAP attribute, which is present in the Windows 2003 Active Directory schema. By contrast, the Windows 2000 Active Directory uses the thumbnailPhoto attribute. You can change the field in which Cisco Unified Personal Communicator looks for the photo through the LDAP attribute map in Cisco Unified Presence Administration described in the "Configuring the LDAP Attribute Map" section.

You cannot configure Cisco Unified Presence, Cisco Unified Personal Communicator, or the Windows Active Directory with image URLs because the image data must be stored in Active Directory as a base-64 encoded JPEG binary object.

You can use any application that supports storing photos to LDAP servers; for example, http://phpldapadmin.sourceforge.net/.

For the photo to be displayed in the contact details in Cisco Unified Personal Communicator, the user must have permission to read it; that is, the Read/List All attributes on the subtree must be correct. You set this through the AD Directory Administrator tool or through ADSI EDIT.

Related Topics

Configuring the LDAP Attribute Map

Configuring the LDAP Attribute Map

You must configure the LDAP attribute map through in Cisco Unified Presence Administration. You enter LDAP attributes for your environment and map them to the given Cisco Unified Personal Communicator attributes.

Before You Begin

Make sure you install and set up the LDAP server before configuring the LDAP attribute map in Cisco Unified Presence Administration. For configuration information, see the "Configuring the LDAP Server" section.

Restrictions

The UPC UserID setting in the LDAP attribute map must match the Cisco Unified Communications Manager user ID. This mapping is required for a contact in LDAP to be added to the Contact list in Cisco Unified Personal Communicator. This field associates the LDAP user with the associated user on Cisco Unified Communications Manager and Cisco Unified Presence.

You can pair an LDAP field to only one Cisco Unified Personal Communicator field.

Procedure


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > Settings to display the Cisco Unified Personal Communicator Settings window.

Step 2 Review the LDAP attribute map settings:

[For releases prior to Cisco Unified Presence Release 6.0(1)] In the LDAP Attribute Map section, for each Cisco Unified Personal Communicator attribute name (contact schema), review the corresponding LDAP user object attribute in the LDAP field column.

[For Cisco Unified Presence Release 6.0(1)] From the Directory Server Type drop-down list, select a supported LDAP server to populate the LDAP attribute map (Cisco Unified Personal Communicator user fields and LDAP user fields).

Step 3 If necessary, make modifications to the LDAP field to match your specific LDAP directory. (The values are global to all LDAP server hosts.)

If you are integrating with Microsoft Active Directory, set up the LDAP attribute map with this mapping:

LastName = SN

UserID = sAMAccountName

For attribute information, see the "Related Topics."

Step 4 Click Save.


Troubleshooting Tips

With Cisco Unified Presence Release 6.0(1), if you switch between Active Directory and LDAP attribute mappings, make attribute changes and save them, and then switch back, your previous settings are not lost.

If you upgraded from a previous release to Cisco Unified Presence Release 6.0(1), your attribute mappings are carried forward as both LDAP and Active Directory mappings.

With Cisco Unified Presence Release 6.0(1), if you want to stop using the current attribute mappings and use the factory default settings, click Restore Defaults.

You can see the LDAP attribute mappings in the server health window in Cisco Unified Personal Communicator (Help > Show Server Health on Windows and Help > Show System Diagnostics on Mac).

For information on how to speed LDAP searches, see the Cisco Unified Personal Communicator troubleshooting guide at this URL:

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

Related Topics

Rules for a Displayed Contact Name

Photo Setting Attribute and Format for Windows Active Directory

Specifying LDAP Server Names and Addresses

Specifying LDAP Server Names and Addresses

You must specify the LDAP server names, addresses ports, and protocol types in Cisco Unified Presence Administration so that Cisco Unified Personal Communicator can interact with them.

Before You Begin

Obtain the hostnames or IP addresses of the LDAP servers.

Restrictions

If you are specifying more than one LDAP server in Cisco Unified Presence Administration for failover support in Cisco Unified Personal Communicator, the servers should all be of the same type (all Microsoft Active Directory, all Netscape, or all Sun One Directory). The LDAP attribute schema should be the same on all servers.

Procedure


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > LDAP Server.

Step 2 In the Find and List LDAP Hosts window, click Add New to add a new server.

Step 3 In the LDAP Host Configuration window, enter information into the fields:

a. For the Name field, enter the name of the server. It is limited to 128 characters.

b. (Optional) For the Description field, enter a description of the server. It is limited to 128 characters. You can enter alphanumeric characters, spaces, and these characters: !#$'()*+,./:;=?@^_`{|}~-

c. For the Hostname/IP Address field, enter an IP address or a fully qualified domain name for the server.

d. For the Port field, enter 389 as the port number used by the LDAP server.

Check the LDAP server documentation or the LDAP server configuration for this information.

If you are integrating with Microsoft Active Directory and if the server is Global Catalogue, enter 3268 as the port number.

e. For the Protocol Type drop-down list, select TCP as the protocol to use when contacting this server.

If you are integrating with Microsoft Active Directory and if the server is Global Catalogue, select TCP.

Step 4 Click Save.

You can add more servers, select all servers, delete selected servers, clear all selections, and adjust the number of rows displayed on the page.


Troubleshooting Tip

You can see LDAP server information in the server health window in Cisco Unified Personal Communicator (Help > Show Server Health on Windows and Help > Show System Diagnostics on Mac).

Related Topics

Rules for a Displayed Contact Name

Photo Setting Attribute and Format for Windows Active Directory

Creating LDAP Server Profiles

Creating LDAP Server Profiles

You must create LDAP server profiles in Cisco Unified Presence Administration to specify LDAP directory configuration settings and search context information. You profile also allows you assign primary and backup servers for redundancy.

Cisco Unified Personal Communicator connects to an LDAP server on a per-search basis. If the connection to the primary server fails, Cisco Unified Personal Communicator tries the first backup LDAP server, and if it is not available, it then tries the second backup server. Cisco Unified Personal Communicator also periodically tries to return to the primary LDAP server. An LDAP query that is in process when the failover to a secondary server occurs is processed on the next available server.

Connection status information is updated in the server health window (Help > Show Server Health on Windows and Help > Show System Diagnostics on Mac). If Cisco Unified Personal Communicator cannot connect to any of the LDAP servers, it reports the failure in the System Diagnostics window.

Before You Begin

You must first specify LDAP server names and addresses in Application > Unified Personal Communicator > LDAP Server before you can select them in this procedure.

You must create the LDAP server profile before you can add Cisco Unified Personal Communicator licensed users to the application profile as described in the "Changing Application Profiles on a Per-User Basis" section.

Procedure


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > LDAP Profile.

Step 2 In the Find and List LDAP Profiles window, click Add New to add a new profile and to display the LDAP Profile Configuration window.

Step 3 In the LDAP Profile Information section, enter information into the fields:

a. In the Name field, enter the profile name limited to 128 characters.

b. (Optional) In the Description field, enter a description limited to 128 characters. You can enter alphanumeric characters, spaces, and these characters: !#$'()*+,./:;=?@^_`{|}~-

c. In the Bind Distinguished Name field, enter the administrator-level account information (limited to 128 characters). This is the distinguished name with which you bind for authenticated bind.

The syntax for this field depends on the type of LDAP server. For details, see the LDAP server documentation.

d. In the Password field, enter the LDAP bind password (the password for the administrator-level account that you provided in the Bind Distinguished Name string) so users can access this LDAP server.

Enter the same password in the Confirm Password field. The password is limited to 128 characters.

e. After configuring Cisco Unified Presence for authenticated bind with the LDAP server, configure the LDAP server for anonymous permissions and anonymous login so that all directory information (name, number, mail, fax, home number, and so forth) is passed to the Cisco Unified Personal Communicator client. For details, see the "Related Topics."

f. (Optional) Check Anonymous Bind so that users can log in anonymously to this LDAP server for read-only access.


Note Anonymous access might be possible with your directory server, but it is not recommended. Instead, create a user with read-only privileges on the same container where the users to be searched are located, and specify the directory number and password in Cisco Unified Presence for Cisco Unified Personal Communicator to use.


Uncheck Anonymous Bind to use the user credentials to log in to this LDAP server.

For non-anonymous bind operations, Cisco Unified Personal Communicator receives one set of credentials. These credentials must be valid on the backup LDAP servers, if configured.

g. (Optional) In the Search Context field, enter the location where all LDAP users exist. This location is a container or directory. The name is limited to 256 characters.


Note If integrating with Microsoft Active Directory:

Set O and OU (OU must contain users; for example, ou=users,dc=cisco,dc=com).

For example, cn=users,DC=EFT-LA,DC=cisco,DC=com

The search base should include all users of Cisco Unified Personal Communicator.


h. (Optional) Select Recursive Search to perform a recursive search of the directory starting at the search base.

Step 4 Select the primary LDAP server and optional backup servers from the drop-down lists.

Step 5 In the Users in Profile section, click Add Users to Profile.

Step 6 In the Find and List Users window, click Find to populate the search results fields, or search for a specific user, and then click Find.

Step 7 Select users by clicking their check boxes, and add them to this profile by clicking Add Selected.

You can add more users, select all users, delete selected users, clear all selections, and adjust the number of rows displayed on the page.

Step 8 Click Save to save the profile.

If you want to create another profile, click Add New. If you want to delete the profile, click Delete.


Troubleshooting Tip

You can see the LDAP server profile information in the server health window in Cisco Unified Personal Communicator (Help > Show Server Health on Windows and Help > Show System Diagnostics on Mac).

Related Topics

Changing Application Profiles on a Per-User Basis

Specifying CTI Gateway Server Names and Addresses

The CTI gateway, which is the CTIManager component of Cisco Unified Communications Manager, provides desk-phone control (phone-association mode) to Cisco Unified Personal Communicator users. The CTIManager service is installed when Cisco Unified Communications Manager is installed.

You must specify CTI gateway server names, addresses, ports, and protocol types in Cisco Unified Presence Administration so that the information for reaching the CTI gateway server can be downloaded when the end user logs in to Cisco Unified Personal Communicator.

Before You Begin

If you previously configured Cisco Unified Communications Manager with an IP address through the Cisco Unified Communications Manager Administration System > Server menu, Cisco Unified Presence dynamically creates a TCP-based CTI gateway host profile for that address. The fields in Cisco Unified Presence Administration (Application > Unified Personal Communicator > CTI Gateway Server) are automatically populated, and you do not need to perform this procedure. Proceed to the "Creating CTI Gateway Server Profiles" section to add users to this profile.

Obtain the hostnames or IP addresses of the CTI gateway.

Procedure


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > CTI Gateway Server.

Step 2 In the Find and List CTI Gateway Hosts window, click Add New to add a new server.

Step 3 In the CTI Gateway Host Configuration window, enter information into the fields:

a. For the Name field, enter the name of the server. The limit is 128 characters.

b. (Optional) For the Description field, enter a description of the server. The limit is 128 characters. You can enter alphanumeric characters, spaces, and these characters: !#$'()*+,./:;=?@^_`{|}~-

c. For the Hostname/IP Address field, enter an IP address or a fully qualified domain name of Cisco Unified Communications Manager that is running the CTI service.

d. For the Port field, enter 2748 as the port number configured for the server.

e. For the Protocol Type drop-down list, select TCP as the protocol to use when contacting this server.

Step 4 Click Save.

You can add more servers, select all servers, delete selected servers, clear all selections, and adjust the number of rows displayed on the page.


Troubleshooting Tip

You can see the CTI gateway information in the server health window in Cisco Unified Personal Communicator (Help > Show Server Health on Windows and Help > Show System Diagnostics on Mac).

Related Topics

Creating CTI Gateway Server Profiles

About CTI Gateway Server Failover

Desk-Phone Mode Failover and Recovery

CTI Connection Failures and Recovery When No Calls Are Present

CTI Connection Failures and Recovery When Calls Are Present

Desk-Phone Mode Failover and Recovery

If the CTI connection to Cisco Unified Communications Manager is lost while Cisco Unified Personal Communicator is operating in desk-phone mode, the application tries to re-establish the connection to the primary and then to the backup servers. Connection attempts continue on a round-robin basis, beginning again with the primary server. Successive attempts to reconnect to a server occur at intervals of 4, 8, 16, 32, and 60 seconds (maximum) until a connection is re-established.

Related Topics

CTI Connection Failures and Recovery When No Calls Are Present

CTI Connection Failures and Recovery When Calls Are Present

Creating CTI Gateway Server Profiles

CTI Connection Failures and Recovery When No Calls Are Present

When a CTI connection fails and no calls are present:

Cisco Unified Personal Communicator attempts to reconnect to the next available CTI server.

Until a connection is established, the Cisco Unified Personal Communicator user cannot initiate any new calls through the application. No new incoming call notifications are provided through the application.

The user has manual control of the physical phone for making and receiving calls.

When Cisco Unified Personal Communicator reconnects to one of the CTI servers, Cisco Unified Personal Communicator users again have the ability to control and monitor new calls through the application.

Related Topics

CTI Connection Failures and Recovery When Calls Are Present

Creating CTI Gateway Server Profiles

CTI Connection Failures and Recovery When Calls Are Present

When a CTI connection fails with one or more calls present:

Cisco Unified Personal Communicator attempts to reconnect to the next available CTI server.

Existing calls are unaffected, but the user no longer has control through Cisco Unified Personal Communicator and does not receive any updates or changes in the call state. Any existing Cisco Unified Personal Communicator session window closes.

The user has manual control of the physical phone for making and receiving calls.

When Cisco Unified Personal Communicator reconnects to one of the CTI servers, it opens a new session window for each call and shows the current state.

Cisco Unified Personal Communicator remains connected to the current server (whether primary or backup) until the user relaunches Cisco Unified Personal Communicator or when a connection failure causes it to reconnect.

Related Topics

Creating CTI Gateway Server Profiles

Creating CTI Gateway Server Profiles

You must create CTI gateway server profiles in Cisco Unified Presence Administration and assign primary and backup servers for redundancy.

Before You Begin

You must create the CTI gateway server profile before you can add Cisco Unified Personal Communicator licensed users to the application profile as described in the "Changing Application Profiles on a Per-User Basis" section.

You must first specify CTI gateway server names and addresses in Application > Unified Personal Communicator > CTI Gateway Server before you can select them as primary or backup servers in this procedure.

Cisco Unified Presence dynamically creates a TCP-based CTI gateway server profile based on the hostname of Cisco Unified Communications Manager. Before using this profile, verify that Cisco Unified Presence and Cisco Unified Personal Communicator clients can ping Cisco Unified Communications Manager by its DNS name. If they cannot reach the server, you need to add the IP address of Cisco Unified Communications Manager in Cisco Unified Presence Administration (Application > Unified Personal Communicator > CTI Gateway Server) as described in the "Specifying CTI Gateway Server Names and Addresses" section. You do not need to delete the automatically created host profiles.

If you previously configured Cisco Unified Communications Manager with an IP address through the Cisco Unified Communications Manager Administration System > Server menu, Cisco Unified Presence dynamically creates a TCP-based CTI gateway server profile based on that address. The fields in Cisco Unified Presence Administration (Application > Unified Personal Communicator > CTI Gateway Profile) are automatically populated, and you need only to add users to the default CTI TCP profile that is created (see Step 4).

Procedure


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > CTI Gateway Profile.

Step 2 In the Find and List CTI Gateway Profiles window, click Add New to add a new profile.

Step 3 In the CTI Gateway Profile Configuration window, enter information into the fields.

a. For the Name field, enter the profile name limited to 128 characters.

b. (Optional) For the Description field, enter a description of the profile limited to 128 characters. You can enter alphanumeric characters, spaces, and these characters: !#$'()*+,./:;=?@^_`{|}~-

c. From the Primary CTI Gateway Server and the Backup CTI Gateway Server drop-down lists, select a primary server and backup servers.

For information about failover, see the "Related Topics."

Step 4 Click Add Users to Profile.

Step 5 In the Find and List Users window, click Find to populate the search results fields, or search for a specific user, and then click Find.

Step 6 Select users by clicking their check boxes, and add them to this profile by clicking Add Selected.

You can add more users, select all users, delete selected users, clear all selections, and adjust the number of rows displayed on the page.

Step 7 Click Save to save the profile.

If you want to create another profile, click Add New. If you want to delete the profile, click Delete.


Related Topics

Desk-Phone Mode Failover and Recovery

CTI Connection Failures and Recovery When No Calls Are Present

CTI Connection Failures and Recovery When Calls Are Present

Changing Application Profiles on a Per-User Basis

Creating SIP Proxy Server Profiles

You must create SIP proxy server profiles in Cisco Unified Presence Administration. 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.

Before You Begin

You must create the SIP proxy server profile before you can add Cisco Unified Personal Communicator licensed users to the application profile as described in the "Changing Application Profiles on a Per-User Basis" section.

Make sure you configure the SIP proxy server address during the Cisco Unified Presence installation from the System > Server menu. You need this address for this procedure.

Procedure


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > Proxy Profile.

Step 2 In the Find and List Proxy Profiles window, click Add New to add a new profile.

Step 3 In the Proxy Profile Configuration window, enter information into the fields.

a. For the Name field, enter the profile name limited to 128 characters.

b. (Optional) For the Description field, enter a description of the profile limited to 128 characters. You can enter alphanumeric characters, spaces, and these characters: !#$'()*+,./:;=?@^_`{|}~-

c. For Proxy Listener, select Default Cisco SIP Proxy TCP Listener from the drop-down list.

With this setting, Cisco Unified Personal Communicator uses TCP to communicate with the proxy server.


Note Do not select Default Cisco SIP Proxy UDP Listener because reachability information for contacts in the Cisco Unified Personal Communicator contact list might not be available for large contact lists or when connected through a moderately lossy networks such as VPN over the Internet.


d. For the Primary Proxy Server and the Backup Proxy server (optional), select a primary and a backup server from the drop-down lists.


Note Redundant SIP proxy servers are not supported in Cisco Unified Personal Communicator Release 1.2(1).


Step 4 Click Add Users to Profile.

Step 5 In the Find and List Users window, click Find to populate the search results fields, or search for a specific user, and then click Find.

Step 6 Select users by clicking their check boxes, and to add them to this profile by clicking Add Selected.

You can add more users, select all users, delete selected users, clear all selections, and adjust the number of rows displayed on the page.

Step 7 Click Save to save the profile.

If you want to create another profile, click Add New. If you want to delete the profile, click Delete.

Step 8 Ensure that all reachability-related messages between Cisco Unified Personal Communicator and Cisco Unified Presence use TCP.

a. Choose System > Service Parameters. Select Cisco Unified Presence as the server, and select Cisco UP Presence Engine as the service on the Service Parameter Configuration window.

b. In the Presence Engine Configuration section, for Enterprise Presence Server Contact Name, specify the string that will be inserted into the Contact header field of the SIP message. Use this format: ipaddress:port;transport=tcp.

c. Click Save.

d. At the top of Service Parameter Configuration window, set the service to Cisco UP SIP Proxy.

e. In the SIP Parameters (Clusterwide) section, set Use Transport in Record-Route Header to On to force the Proxy to use the transport parameter in the record-route header.

f. Click Save.


Related Topics

Changing Application Profiles on a Per-User Basis

Changing Application Profiles on a Per-User Basis

Application profiles enable you to partition your Cisco Unified Personal Communicator user base for performance and scalability. You can change individual application profiles on a per-user basis. Application profiles are not required; it is possible that some Cisco Unified Personal Communicator users might not have a voice-mail or a web-conferencing profile. In this situation, the drop-down selection displays None.

Use the first procedure to assign application profiles to a single user. Use the second procedure to assign application profiles to multiple users.

Prerequisites

You must first create the server profile before you can modify the user settings as described in these sections:

Creating LDAP Server Profiles

Creating CTI Gateway Server Profiles

Creating SIP Proxy Server Profiles

Creating Cisco Unity Server Profiles in Cisco Unified Presence Administration

Creating Cisco Unified MeetingPlace Server Profiles in Cisco Unified Presence Administration

Procedure for Assigning Application Profiles to a Single User


Step 1 In Cisco Unified Presence Administration, choose Application > Unified Personal Communicator > User Settings.

Step 2 In the Unified Personal Communicator User Settings Find and List window, click Find to populate the search results fields, or search for a specific user, and then click Find.

Step 3 Select the user by clicking their link.

Step 4 (Optional) In the CTI Control Information section, assign the preferred CTI device from the drop-down list to this user.

The preferred CTI device is the MAC address (in the form of SEPxxxxxxxxxxxx) of the primary desk phone that the user wants to control when in desk-phone mode.

If the user does not specify a preferred device in Cisco Unified Personal Communicator, the one you specify as the preferred CTI device 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.

Step 5 In the Application Profile Information section, decide which application profile to change for this user.

If you change a user application profile in this window (for example, change from Unity Profile 1 to Unity Profile 2), the change is reflected in Application > Unified Personal Communicator > Unity Profile window.

If a user does not have an application profile for a specific server, select None.

Step 6 Click Save.


Procedure for Assigning Application Profiles to Multiple Users


Step 1 In Cisco Unified Presence Administration, choose Bulk Administration > Cisco Unified Presence > Export Cisco Unified Presence Users.

Step 2 Obtain current profile information by finding all users.

Step 3 Click Next.

Step 4 In the Export CUPS Users Configuration window, specify the filename to be exported.

Step 5 From Bulk Administration > Upload/Download Files, download the .csv file, add or remove profile names according to the instructions in the sample file, and upload the file.

Step 6 From Bulk Administration > Cisco Unified Presence > Cisco Unified Presence User Update, select the updated .csv file and submit it to update profile information in bulk.


Globally Disabling Instant Messaging

You can disable instant messaging for the entire cluster in Cisco Unified Presence Administration. When instant messaging is disabled, the Send Instant Message option is disabled in Cisco Unified Personal Communicator.

Procedure


Step 1 In Cisco Unified Presence Administration, choose Cisco Unified Presence > Settings.

Step 2 On the Cisco Unified Presence Settings window, deselect Enable Instant Messaging.

Step 3 Click Save.


Configuring Firewalls to Pass Cisco Unified Personal Communicator Traffic

Frequently used by corporations and educational institutions for increased security, firewalls work by blocking certain Internet traffic from entering or leaving a network.

Internet traffic moves through a firewall based on service identification numbers that are known as ports. Certain ports must be open for Cisco Unified Personal Communicator to work. Network administrators typically open a minimal number of network ports, allowing the traffic for approved applications to enter and leave the network while blocking other network traffic.

Before You Begin

Read information about the network ports used by Cisco Unified Personal Communicator in the release notes at this URL:

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

Procedure


Step 1 Identify whether users have a software firewall installed on their computers or if there is a hardware firewall in the network between Cisco Unified Presence and Cisco Unified Personal Communicator.

Step 2 Configure the firewall to pass Cisco Unified Personal Communicator traffic.

Failure to do so will result in missing, incorrect, or intermittent reachability status displayed in Cisco Unified Personal Communicator.


Configuring Users for Point-to-Point Video Calls and for Multipoint Videoconferencing

You can configure users for point-to-point video calls and for multipoint videoconferencing support.

Procedure


Step 1 (For point-to-point video calls) Configure users for soft-phone use as described in "Adding Cisco Unified Personal Communicator as a Phone Type" section.

Step 2 (For multipoint videoconferencing) If you want Cisco Unified Personal Communicator soft-phone users to have merged conference calls (three or more parties) with audio and video support, complete the "Configuring Videoconferencing Resources" section.

Step 3 Distribute video telephony (VT) cameras supported for use with Cisco Unified Personal Communicator. For Cisco VT cameras, distribute the camera driver installer; it is not bundled with the camera:

For new installations:

If users are performing the installation, provide the camera, the camera driver installer, and the user guide.

If users already have a supported camera, you do not need to provide the driver.

For upgrades:

If users already have Cisco VT cameras, they should follow the upgrade instructions in the user guide.

For users without Cisco VT cameras, distribute the Cisco VT camera, the application installer, the camera driver installer, and the user guide. Users should follow the upgrade instructions in the guide.

If users are not using cameras, no action is required.

For details about supported cameras, see the release notes at this URL:

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

Step 4 Provide users with the appropriate documentation to complete the installation:

User Guide for Cisco Unified Personal Communicator

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

Cisco VT Camera Quick Start Guide (for use with Windows-based computers)

http://www.cisco.com/en/US/products/sw/voicesw/ps5662/prod_installation_guides_list.html

iSight User Guide (for use with Mac OS X-based computers)

http://www.apple.com/support/manuals/


Related Topics

Providing Information to End Users

Deploying the Application and the Camera Drivers in a Microsoft Windows Environment