Configure Instant Messaging and Presence Service

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

Procedure
     Command or ActionPurpose
    Step 1 Configure IM Address Scheme
     

     

    Step 2 Enable Message Settings
     

     

    Step 3 Prepopulate Contact Lists in Bulk
     

     

    Step 4Configure Users with IM and Presence Service
     

     

    Step 5Associate User with Line
     

    This procedure is optional.

     

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

    Procedure
       Command or ActionPurpose
      Step 1Add an IM and Presence Service
       

       

      Step 2Apply an IM and Presence Service
       

       

      Step 3 Configure IM Address Scheme
       

       

      Step 4 Enable Message Settings
       

       

      Step 5 Prepopulate Contact Lists in Bulk
       

       

      Step 6Configure Users with IM and Presence Service
       

       

      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 IM Address Scheme

          This feature is supported on Cisco Unified Communications Manager IM and Presence Service release 10.x or later. For versions of Cisco Unified Communications Manager IM and Presence Service release 9.x and earlier the default IM address scheme used is UserID@[Default Domain].

          Procedure
            Step 1   Choose the IM Address Scheme.
            1. Open Cisco Unified CM IM and Presence Administration.
            2. Select Presence > Settings > Advanced Configuration The Advanced Presence Settings window opens.
            3. Select IM Address Scheme and from the list choose one of the following:
              • UserID@[Default Domain]

                If you use the UserID, ensure that you configure a default domain. For example, services must be named cups.com and not cups.

              • Directory URI

            Step 2   Select the required mapping.
            1. Open Cisco Unified CM Administration.
            2. Select System > LDAP > LDAP Directory. The Find and List LDAP Directories window opens.
            3. Find and select the directory from the list. The LDAP Directory window opens.
            4. In the Standard User Fields To Be Synchronized section choose the mapping:

              • User ID mapped to an LDAP field, the default is sAMAccountName.

              • Directory URI mapped to either mail or msRTCSIP-primaryuseraddress.

            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

              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.

                 

                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.

                    Associate User with Line

                    If the user's presence is set as Do not disturb, then the user will not receive the IM notifications, but the user might receive call notifications, to avoid this associate user with Line.

                    This configuration is applicable for mobile clients.

                    Procedure
                      Step 1   Open the Cisco Unified CM Administration interface.
                      Step 2   Navigate to Device > Phone
                      Step 3   Select the user device.

                      For example, BOTuser or TABuser

                      Step 4   From the Phone Configuration screen, select Directory Number or Line configured for this user device under Association.
                      Step 5   From the Directory Number Configuration screen, associate the user under Users Associated with Line.