User Guide for Cisco Unified Personal Communicator for Windows, Release 1.2
Preparing To Use Cisco Unified Personal Communicator
Downloads: This chapterpdf (PDF - 192.0KB) The complete bookPDF (PDF - 2.77MB) | Feedback

Preparing To Use Cisco Unified Personal Communicator

Table Of Contents

Preparing To Use
Cisco Unified Personal Communicator

How to Set Up the Application

Installing Cisco Unified Personal Communicator

Installing and Setting Up Your Cisco Video Camera

Exiting Incompatible Programs

Setting Up Your Headset

Logging In

Setting Up Voice Mail

Setting Up Web Conferencing

How to Set Optional Preferences

Automating Login

Canceling Automatic Log In and Password Entry

Specifying Your Audio and Video Devices

Specifying Ringer Device and Volume

Choosing the Phone to Control

Choosing the Associated Desk Phone

Specifying Your Preferred Contact Method

Specifying Your Contact Information

Where to Find More Documentation

Cisco Product Security Overview

Upgrading Cisco Unified Personal Communicator


Preparing To Use
Cisco Unified Personal Communicator


How to Set Up the Application

How to Set Optional Preferences

Where to Find More Documentation

Cisco Product Security Overview

Upgrading Cisco Unified Personal Communicator

How to Set Up the Application

Complete the following tasks in order:

Installing Cisco Unified Personal Communicator

Installing and Setting Up Your Cisco Video Camera

Exiting Incompatible Programs

Setting Up Your Headset

Logging In

Setting Up Voice Mail

Setting Up Web Conferencing

Installing Cisco Unified Personal Communicator

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

Before You Begin

If you are upgrading from a previous version, follow the instructions in the Upgrading Cisco Unified Personal Communicator.

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

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

Procedure


Step 1 Obtain the installer from your system administrator.

Step 2 Make sure you have at least 175 MB of free disk space.

Step 3 Double-click the installer.

Step 4 Follow the instructions.



Note This process installs the Microsoft Outlook toolbar by default.



Tip To remove the Outlook toolbar, see the online help in Outlook for removing add-ins. You can also uninstall the Cisco Unified Personal Communicator application using Add/Remove Programs.



Related Topics

Problems Setting Up the Application, page 10-2

Installing and Setting Up Your Cisco Video Camera

About Using Cisco Unified Personal Communicator to Dial From Microsoft Outlook, page 3-4

Installing and Setting Up Your Cisco Video Camera

Your system administrator will give you a video camera and tell you if you need to install the software described in this section.

Before You Begin

If you are upgrading from a previous release of Cisco Unified Personal Communicator, first follow the instructions in the Upgrading Cisco Unified Personal Communicator.

Procedure


Step 1 Make sure your video camera is not plugged into your computer.

Step 2 Make sure you have at least 20 MB of free disk space.

Step 3 Double-click the installer.

Step 4 Follow the instructions.

Step 5 Assemble the camera, if needed, according to the instructions that came with the camera.

You need only the information about "How to Set Up the Cisco VT Camera" or "How to Set Up the Cisco VT Camera II", whichever applies.

Step 6 Plug the camera into a USB port on your computer.

Windows XP: You will see a series of messages onscreen. Wait until you see this message: "Found New Hardware. Your new hardware is installed and ready to use."

Windows Vista: Wait until you see the message "Your devices are ready to use."



Tip If you need to uninstall this software, make sure your camera is not plugged in to your computer before doing so.


Related Topics

Specifying Your Audio and Video Devices

Using Video With Cisco Unified Personal Communicator, page 4-1

Problems with Your Camera or Video, page 10-15

Exiting Incompatible Programs

Exit the following programs if they are running:

Cisco IP Communicator

Cisco Unified Video Advantage or Cisco VT Advantage

Setting Up Your Headset

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


Note Special buttons on some devices, such as those to initiate a call via your headset, are not designed to work with Cisco Unified Personal Communicator. Volume and mute buttons will generally work.


Related Topics

Specifying Your Audio and Video Devices

Logging In

Before You Begin

Follow the procedures in the preceding sections.

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

Procedure


Step 1 Obtain the following information from your system administrator:

Your username and password for Cisco Unified Personal Communicator.

The IP address of the login server.

Step 2 Launch Cisco Unified Personal Communicator.

Step 3 Click Unblock if you see a window asking if you want the firewall to block Cisco Unified Personal Communicator.

Step 4 Enter the information that you obtained in Step 1. Username and password are generally case-sensitive.


Related Topics

Problems Logging In and Starting Up, page 10-2

Automating Login

Canceling Automatic Log In and Password Entry

Setting Up Voice Mail

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

Procedure


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

Step 2 Choose File > Preferences from the menu bar at the top of the console.

Step 3 Click Accounts.

Step 4 Enter your login information for Unity. If your system administrator gave you two passwords, use the Cisco Unity Assistant (web) password.

Step 5 Click OK.


Related Topics

Accessing Voice Mail, page 9-5

Setting Up Web Conferencing


Note Anyone can participate in web conferencing. You generally need to follow this procedure in order to add web conferencing to a conversation.


Procedure


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

Step 2 Choose File > Preferences from the menu bar at the top of the console.

Step 3 Click Accounts.

Step 4 Enter your login information for MeetingPlace.

Step 5 Click OK.


Related Topics

Using Web Conferencing With Cisco Unified Personal Communicator, page 5-1

How to Set Optional Preferences

Automating Login

Specifying Your Audio and Video Devices

Specifying Ringer Device and Volume

Choosing the Phone to Control

Specifying Your Preferred Contact Method

Specifying Your Contact Information

Automating Login

Procedure


Step 1 Launch the application

Step 2 Enter your username and password.

Step 3 Check Remember my password.

Step 4 (Optional) Check Automatically log in.

Step 5 Click Login.


Related Topics

Logging In

Canceling Automatic Log In and Password Entry

Procedure


Step 1 Choose File > Preferences from the menu bar at the top of the console

Step 2 Click Profile.

Step 3 Uncheck options in the Connection Options section.

Step 4 Click OK.


Related Topics

Logging In

Specifying Your Audio and Video Devices

Choose which speaker, microphone, and video devices you want to use during soft phone calls.

Before You Begin

Set up your devices following the instructions in Installing and Setting Up Your Cisco Video Camera and Setting Up Your Headset.

Procedure


Step 1 Plug in the devices that you will choose.

Step 2 Choose File > Preferences.

Step 3 Click Audio / Video.

Step 4 Choose devices as applicable.



NoteIf you change audio settings during a call, you may experience a brief interruption of audio while the change takes effect.

If you unplug a chosen device during a call, your speaker or microphone will change to the corresponding system default device (as specified in the Control Panel in Sounds and Audio Devices), if any is available.

If you unplug your only video device, and if you have an available audio device, your conversation will continue as audio-only. Otherwise, your call will end.


Specifying Ringer Device and Volume

You can choose whether Cisco Unified Personal Communicator notifies you of incoming calls via the built-in speakers in your computer (if any) or via a headset or other audio device.

Before You Begin

Set up your chosen audio device and verify that it works.

Procedure


Step 1 Plug in the device that you will choose.

Step 2 Choose File > Preferences.

Step 3 Click Audio / Video.

Step 4 Choose a ringer device.

Step 5 Use the volume slider to set the ringer volume.



NoteMuting your audio by any method may prevent you from hearing the soft phone ring when someone calls you.

If the device you chose becomes unavailable, you will hear ringing through the system default audio device.

Your desk phone will always ring.


Choosing the Phone to Control

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.

If the phone mode is set to soft 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 Choose File > Phone Mode from the menu bar at the top of the console.

Step 2 Choose Desk Phone or Softphone.


Note If you want to use video, choose Softphone.



Related Topics

Problems Choosing A Phone, page 10-5

Desk Phone Device Unavailable, page 10-4

Choosing the Associated Desk Phone

Choosing the Associated Desk Phone

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

If your system administrator has enabled this feature, you may be able to associate Cisco Unified Personal Communicator with a different desk phone. 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.

Procedure


Step 1 Go to the phone that you want to associate with Cisco Unified Personal Communicator and log in to the EM Services. For information, see the documentation for your phone.

You can skip this step if you know that the phone is assigned exclusively to you.

Step 2 Launch Cisco Unified Personal Communicator if it is not running.

Step 3 Choose File > Phone Mode > Desk Phone.

Step 4 Choose File > Phone Mode > Choose Phone to Control from the menu bar at the top of the console.

Step 5 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

This icon identifies the currently associated desk phone.

2

Device type

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

3

Name

To modify this field to identify a phone for future reference:

Right-click the name and choose Rename Device. Then enter a name of your choice and click Save.

 

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 Click Restore Default to choose the phone on your own desk after you have changed it. Skip the rest of the steps in this procedure.


Step 6 Click Switch To.

Step 7 Click Close.

Step 8 Wait a few moments for the change to take effect.



Note Not all phones are necessarily available for this purpose. If the phone you want to choose is not available to you, contact your system administrator.


Related Topics

Choosing the Phone to Control

Desired Desk Phone Is Not Listed, page 10-6

Where to Find More Documentation

Specifying Your Preferred Contact Method

The method you choose for preferred contact method determines two things:

The type of communication (such as phone or instant message) that Cisco Unified Personal Communicator will initiate when you double-click a name in a list.

The method that you want people to use to contact you.

By default, preferred contact method is Phone.

Procedure


Step 1 Choose File > Preferred Contact Method from the menu bar at the top of the console.

Step 2 Choose an option.


Related Topics

Specifying Your Contact Information

Identifying the Preferred Contact Method of Other People, page 8-4

Specifying Your Contact Information

You can specify the phone number and e-mail address that Cisco Unified Personal Communicator will use to contact you when you are logged in to Cisco Unified Personal Communicator and people contact you from a list in Cisco Unified Personal Communicator.

If you do not specify preferred contact information, or you are not logged in to Cisco Unified Personal Communicator, Cisco Unified Personal Communicator uses your contact information in the corporate directory.

Procedure


Step 1 Choose File > Preferences from the menu bar at the top of the console.

Step 2 Click Profile.

Step 3 Enter your preferred phone number and e-mail address in standard formats.

Make these fields blank to return your preferred information to the main information in your corporate directory.

Step 4 Click OK.


Related Topics

Specifying Your Preferred Contact Method

Where to Find More Documentation

The following documentation is available for this product:

Quick Start Guide

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

Online Help

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

Updated Documentation (PDF)

The most current version of this document is available in English as a PDF file at:

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

Documentation in Languages Other Than English

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

Accessibility Information

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

The following documentation is available for products related to this product:

Documentation for Cisco Unified MeetingPlace Web Conferencing

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

Documentation for Cisco Unified MeetingPlace Express

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

Documentation for Your Cisco Unified IP Phone (Desk Phone)

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

Documentation for IP Phone Messenger (IPPM) and the Cisco Unified Presence User Options Web Pages:

http://cisco.com/en/US/products/ps6837/products_user_guide_list.html

Documentation for Cisco Unified Communications Manager User Options Web Pages or Cisco Unified CallManager User Options Web Pages:

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

Related Topics

Problems Accessing Online Help, page 10-25

Cisco Product Security Overview

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

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

Upgrading Cisco Unified Personal Communicator

Procedure


Step 1 Exit Cisco Unified Personal Communicator.

Step 2 Unplug your camera.

Step 3 Install Cisco Unified Personal Communicator.

Step 4 Install the camera software.


Related Topics

Installing Cisco Unified Personal Communicator

Installing and Setting Up Your Cisco Video Camera