Configure the IM and Presence Service

Configure IM and Presence Service for an On-Premises Deployment

IM and Presence Service Workflow for an On-Premises Deployment with Cisco Unified Communications Manager 10.5 and later

Procedure
     Command or ActionPurpose
    Step 1 Prepopulate Contact Lists in Bulk
     

     

    Step 2 Enable Message Settings
     

     

    Step 3Configure Presence in Microsoft SharePoint 2010 and 2013
     

     

    Step 4Configure Users with IM and Presence Service
     

     

    IM and Presence Service Workflow for an On-Premises Deployment with Cisco Unified Communications Manager Release 9.x and Later

    Procedure
       Command or ActionPurpose
      Step 1 Prepopulate Contact Lists in Bulk
       

       

      Step 2 Enable Message Settings
       

       

      Step 3Add an IM and Presence Service
       

       

      Step 4Apply an IM and Presence Service
       

       

      Step 5Configure Presence in Microsoft SharePoint 2010 and 2013
       

       

      Step 6Configure Users with IM and Presence Service
       

       

      IM and Presence Service Workflow for an On-Premises Deployment with Cisco Unified Communications Manager Release 8.6

      Procedure
         Command or ActionPurpose
        Step 1Prepopulate Contact Lists in Bulk
         

         

        Step 2Enable Message Settings
         

         
        Step 3Specify Capabilities Assignments
         

         
        Step 4Configure Presence in Microsoft SharePoint 2010 and 2013
         

         

        Prepopulate Contact Lists in Bulk

        You can pre-populate user contact lists with the Bulk Administration Tool (BAT).

        In this way you can prepopulate contact lists for users so that they automatically have a set of contacts after the initial launch of the client.

        Cisco Jabber supports up to 300 contacts in a client contact list.

        Procedure
           Command or ActionPurpose
          Step 1Create a CSV file that defines the contact list you want to provide to users.    
          Step 2Use the BAT to import the contact list in bulk to a set of users.  

          For more information about using BAT and the format of the CSV file, see the Deployment Guide for Cisco Unified Communications Manager IM & Presence for your release.

           

          Enable Message Settings

          Enable and configure instant messaging capabilities.

          Before You Begin

          Prepopulate Contact Lists in Bulk.

          Procedure
            Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
            Step 2   Select Messaging > Settings.
            Step 3   Select the following options:

            • Enable instant messaging

            • Allow clients to log instant message history

            • Allow cut & paste in instant messages

            Step 4   Select other messaging settings as appropriate.
            Step 5   Select Save.
            Important:

            Cisco Jabber does not support the following settings on the Presence Settings window on Cisco Unified Communications Manager IM and Presence Service release 9.0.x:

            • Use DND status when user is on the phone

            • Use DND status when user is in a meeting

            What to Do Next

            Specify Capabilities Assignments

            Complete the steps in this task to provide users with instant messaging and presence capabilities when using Cisco Unified Presence.

            Before You Begin

            Enable Message Settings

            Procedure
              Step 1   Open the Cisco Unified CM Administration interface.
              Step 2   Select System > Licensing > Capabilities Assignment.

              The Find and List Capabilities Assignments window opens.

              Step 3   Specify the appropriate filters in the Find Capabilities Assignment where field and then select Find to retrieve a list of users.
              Step 4   Select the appropriate users from the list.

              The Capabilities Assignment Configuration window opens.

              Step 5   Select both of the following in the Capabilities Assignment Configuration section:
              • Enable CUP
              • Enable CUPC
              Step 6   Select Save.

              Add an IM and Presence Service

              Provide users with IM and Presence Service capabilities.

              Procedure
                Step 1   Open the Cisco Unified CM Administration interface.
                Step 2   Select User Management > User Settings > UC Service.

                The Find and List UC Services window opens.

                Step 3   Select Add New.

                The UC Service Configuration window opens.

                Step 4   In the Add a UC Service section, select IM and Presence from the UC Service Type drop-down list.
                Step 5   Select Next.
                Step 6   Provide details for the IM and Presence Service as follows:
                1. Select Unified CM (IM and Presence) from the Product Type drop-down list.
                2. Specify a name for the service in the Name field.

                  The name you specify displays when you add the service to a profile. Ensure the name you specify is unique, meaningful, and easy to identify.

                3. Specify an optional description in the Description field.
                4. Specify the instant messaging and presence service address in the Host Name/IP Address field.
                  Important:

                  The service address must be a fully qualified domain name or IP address.

                Step 7   Select Save.

                Apply an IM and Presence Service

                After you add an IM and Presence Service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

                Before You Begin

                Add an IM and Presence Service

                Procedure
                  Step 1   Open the Cisco Unified CM Administration interface.
                  Step 2   Select User Management > User Settings > Service Profile.

                  The Find and List Service Profiles window opens.

                  Step 3   Find and select your service profile.

                  The Service Profile Configuration window opens.

                  Step 4   In the IM and Presence Profile section, select up to three services from the following drop-down lists:

                  • Primary

                  • Secondary

                  • Tertiary

                  Step 5   Click Save.
                  Step 6   Add users to the service profile.
                  1. Select User Management > End User.

                    The Find and List Users dialog box opens.

                  2. Specify the appropriate filters in the Find User where field and then select Find to find a user.
                  3. Click the user in the list.

                    The End User Configuration window appears.

                  4. Under the Service Settings area, check the Home Cluster check box.
                  5. Check the Enable User for Unified CM IM and Presence (Configure IM and Presence in the associated UC Service Profile) check box.
                  6. Select your service profile from the UC Service Profile drop-down list.
                  Step 7   Click Save.

                  Configure Presence in Microsoft SharePoint 2010 and 2013

                  If your organization defines users' profiles where their IM address is different from their email address, then additional configuration is required to enable presence integration between the client and Microsoft SharePoint 2010 and 2013.

                  Before You Begin

                  • For Cisco Jabber for Windows clients only.

                  • Ensure that all sites are in sync with Microsoft SharePoint Central Administration (CA).

                  • Ensure that synchronization between Microsoft SharePoint and Active Directory is set up.

                  Procedure
                    Step 1   If you have Microsoft SharePoint 2013, update the SharePoint CA profile pages for users with the following information:
                    1. For the SIP Address profile field, leave it blank.
                    2. In the Work email profile field, enter the user profile. For example, john4mail@example.pst.
                    Step 2   If you have Microsoft SharePoint 2010, update the SharePoint CA profile pages for users with the following information:
                    1. For the SIP Address profile field, enter the user profile. For example, john4mail@example.pst
                    2. In the Work email profile field, leave it blank.

                    Configure Users with IM and Presence Service

                    You can enable users for IM and Presence.

                    Configure Users Individually

                    Enable instant messaging and presence service and add your service profile to individual users.

                    Procedure
                      Step 1   Open the Cisco Unified CM Administration interface.
                      Step 2   Select User Management > End User.

                      The Find and List Users window opens.

                      Step 3   Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                      Step 4   Select the appropriate username from the list.

                      The End User Configuration window opens.

                      Step 5   Locate the Service Settings section and do the following:
                      1. Select Home Cluster.
                      2. Select Enable User for Unified CM IM and Presence.
                      3. Select your service profile from the UC Service Profile drop-down list.
                        Important:

                        Cisco Unified Communications Manager release 9.x only—If the user has only instant messaging and presence capabilities (IM only), select Use Default. Cisco Unified Communications Manager release version 9.x applies the default service profile regardless of what you select from the UC Service Profile drop-down list.

                      Step 6   Select Save.

                      Configure Users in Bulk

                      Enable instant messaging and presence and add your service profile to multiple users.

                      Procedure
                        Step 1   Open the Cisco Unified CM Administration interface.
                        Step 2   Select Bulk Administration > Users > Update Users > Query.

                        The Find and List Users To Update window opens.

                        Step 3   Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                        Step 4   Select Next.

                        The Update Users Configuration window opens.

                        Step 5   Select both of the Enable User for Unified CM IM and Presence check boxes.
                        Important:

                        There are two check boxes for Enable User for Unified CM IM and Presence. To disable instant messaging and presence, you select one check box. To enable instant messaging and presence, you select both check boxes.

                        Step 6   Select the UC Service Profile check box and then select your service profile from the drop-down list.
                        Important:

                        Cisco Unified Communications Manager release 9.x only — If the user has only instant messaging and presence capabilities (IM only), you must select Use Default.

                        For IM only users — Cisco Unified Communications Manager release 9.x always applies the default service profile regardless of what you select from the UC Service Profile drop-down list.

                        Step 7   In the Job Information section, specify if you want to run the job immediately or at a later time.
                        Step 8   Select Submit.

                        Configure IM and Presence Service for Cloud-Based Deployments

                        Procedure
                           Command or ActionPurpose
                          Step 1Configure IM and Presence Service
                           

                           

                          Step 2Configure Presence in Microsoft SharePoint 2010 and 2013
                           

                           

                          Step 3Configure Privacy Options
                           

                           

                          Configure IM and Presence Service

                          When users successfully authenticate to the Cisco WebEx Messenger service, they get IM and Presence Service capabilities. You can optionally configure IM and Presence Service federation with the Cisco WebEx Administration Tool.

                          Configure Privacy Options

                          You can specify the default settings for presence subscription requests in cloud-based deployments.

                          Procedure
                            Step 1   Open the Cisco WebEx Administration Tool.
                            Step 2   Select the Configuration tab.
                            Step 3   Select General IM in the Connect Client section. The General IM pane opens.
                            Step 4   Select the appropriate options for contact list requests as follows:

                            Option

                            Description

                            Select Allow users to set "Options for contact list requests"

                            Accept requests automatically from contacts in my organization automatically becomes the default option to configure how the client handles presence subscription requests. Users can change the default option in the Options window.

                            Do not select Allow users to set "Options for contact list requests"

                            You configure how the client handles presence subscription requests. Users cannot change this configuration. The settings are not available in the Options window.

                            Select one of the following options:

                            • Accept requests automatically from all contacts

                            • Accept requests automatically from contacts in my organization

                            • Prompt me for each request

                            The options for configuring how the client handles contact list requests are as follows:

                            • Accept requests automatically from all contacts — The client automatically accepts presence subscription requests from any domain. If you specify this setting, users from any domain can automatically add users to their contact list and view their availability status.
                            • Accept requests automatically from contacts in my organization — The client automatically accepts presence subscription requests only from users in the domains you specify. To specify a domain, select Domain(s) in the System Settings section on the Configuration tab.
                              Note   

                              When searching for contacts in your organization, users can see the temporary availability status of all users in the organization. However, if User A blocks User B, User B cannot see the temporary availability status of User A in the search list.

                            • Prompt me for each request — The client prompts users to accept each presence subscription request.
                            Step 5   Select Save.