Cisco Jabber for Windows 9.1.x Server Setup Guide
Set Up On-Premises Deployments with Cisco Unified Communications Manager Version 9.x and Higher
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Set Up On-Premises Deployments with Cisco Unified Communications Manager Version 9.x and Higher

Contents

Set Up On-Premises Deployments with Cisco Unified Communications Manager Version 9.x and Higher

Learn how to set up an on-premises deployment with Cisco Unified Communications Manager and Cisco Unified Communications IM and Presence.


Note


It is beyond the scope of this document to describe every task involved in installing and configuring Cisco Unified Communications Manager or Cisco Unified Communications IM and Presence. The purpose of this chapter is to provide task-based steps to help you set up a test environment.


Prerequisites

Before you begin any tasks in this chapter, you must install and configure your base deployment. Ensure that you enable communication between the servers as appropriate.

Product Mode Requirements

You can deploy the client in the following modes:
Full UC

The primary authentication for users is to Cisco Unified Communications IM and Presence.

Users have instant messaging and presence as their base functionality. You can then provision users with devices for audio and video in addition to voicemail and conferencing capabilities.

To deploy the client with full UC capabilities, complete all tasks in this chapter.

Cisco Jabber for Everyone (IM Only)

The primary authentication for users is to Cisco Unified Communications IM and Presence.

Users have instant messaging and presence capabilities. You can optionally provision users with desk phone devices that they can control with the client.

To set up a deployment with instant messaging and presence capabilities only, complete the following tasks in this chapter:
  1. Activate and start essential services.
  2. Configure directory integration.
  3. Create a service profile.
  4. Set up instant messaging and presence.

Activate and Start Essential Services

Essential services enable communication between servers and provide capabilities to the client.

Procedure
    Step 1   Open the Cisco Unified IM and Presence Servicability interface.
    Step 2   Select Tools > Control Center - Feature Services.
    Step 3   Select the appropriate server from the Server drop-down list.
    Step 4   Ensure the following services are started and activated:
    • Cisco SIP Proxy
    • Cisco Sync Agent
    • Cisco XCP Authentication Service
    • Cisco XCP Connection Manager
    • Cisco XCP Text Conference Manager
    • Cisco Presence Engine
    Step 5   Select Tools > Control Center - Network Services.
    Step 6   Select the appropriate server from the Server drop-down list.
    Step 7   Ensure Cisco XCP Router Service is running.

    What to Do Next

    Depending on your requirements, you might need to activate and start additional services. See the appropriate Cisco Unified Communications Manager documentation to review available services and determine if your deployment requires additional services.

    Configure Directory Integration

    When you set up an on-premises deployment, you should do both of the following:
    • Synchronize with the directory server.
    • Authenticate with the directory server.

    Synchronize with the Directory Server

    Directory server synchronization ensures that contact data in your directory server is replicated to Cisco Unified Communications Manager.

    Enable Synchronization

    The first step to synchronize with a directory server is to enable synchronization on Cisco Unified Communications Manager.
    Procedure
      Step 1   Open the Cisco Unified CM Administration interface.
      Step 2   Select System > LDAP > LDAP System.

      The LDAP System Configuration window opens.

      Step 3   Locate the LDAP System Information section.
      Step 4   Select Enable Synchronizing from LDAP Server.
      Step 5   Select the type of directory server from which you are synchronizing data from the LDAP Server Type drop-down list.

      What to Do Next

      Specify an LDAP attribute for the user ID.

      Specify an LDAP Attribute for the User ID

      By default, the client uses the sAMAccountName attribute to resolve contacts in your directory. When you synchronize users from your directory to Cisco Unified Communications Manager, you can specify the attribute for the user ID.

      Procedure
        Step 1   Locate the LDAP Attribute for User ID drop-down list on the LDAP System Configuration window.
        Step 2   Specify an attribute for the user ID as appropriate.
        Important:

        If the attribute for the user ID is not sAMAccountName, you must specify it as the value for the UserAccountName parameter in your configuration file as follows:

        <UserAccountName>attribute-name</UserAccountName>

        If you do not specify the attribute in your configuration, and the attribute is other than the default of sAMAccountName, the client cannot resolve contacts in your directory. As a result, users do not get presence and cannot send or receive instant messages.


        What to Do Next

        Perform the synchronization.

        Perform Synchronization

        After you add a directory server and specify the required parameters, you can synchronize Cisco Unified Communications Manager with the directory server.
        Procedure
          Step 1   Select System > LDAP > LDAP Directory.
          Step 2   Select Add New.

          The LDAP Directory window opens.

          Step 3   Specify the required details on the LDAP Directory window.

          See the Cisco Unified Communications Manager Administration Guide for more information about the values and formats you can specify.

          Step 4   Select Save.
          Step 5   Select Peform Full Sync Now.
          Note   

          The amount of time it takes for the synchronization process to complete depends on the number of users that exist in your directory. If you synchronize a large directory with thousands of users, you should expect the process to take some time.


          User data from your directory server is synchronized to the Cisco Unified Communications Manager database. Cisco Unified Communications Manager then synchronizes the user data to the presence server database.

          Authenticate with the Directory Server

          You should configure Cisco Unified Communications Manager to authenticate with the directory server. When users log in to the client, the presence server routes that authentication to Cisco Unified Communications Manager. Cisco Unified Communications Manager then proxies that authentication to the directory server.
          Procedure
            Step 1   Open the Cisco Unified CM Administration interface.
            Step 2   Select System > LDAP > LDAP Authentication.
            Step 3   Select Use LDAP Authentication for End Users.
            Step 4   Specify LDAP credentials and a user search base as appropriate.

            See the Cisco Unified Communications Manager Administration Guide for information about the fields on the LDAP Authentication window.

            Step 5   Select Save.

            Create a Service Profile

            You create a service profile that contains the configuration settings for the services you add on Cisco Unified Communications Manager. You add the service profile to the end user configuration for your users. The client can then retrieve settings for available services from the service profile.

            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   Select Add New.

              The Service Profile Configuration window opens.

              Step 4   Enter settings on the Service Profile Configuration window as follows:
              1. Specify a unique name for the service profile in the Name field.
              2. Specify an optional description in the Description field.
              3. Select Make this the default service profile for the system, if appropriate.
              Step 5   Select Save.

              What to Do Next

              Complete the steps to set up instant messaging and presence. You can add your service profile to the end user configuration at the same time that you enable users for instant messaging and presence.

              Set Up Instant Messaging and Presence

              Instant messaging and presence capabilities let users send and receive instant messages as well as publish and view availability status.

              You should begin your deployment by setting up instant messaging and presence. After you successfully set up functionality for chat and availability status, you can build on your deployment by adding other services and provisioning features such as audio and video or voicemail.

              Enable Messaging Settings

              Enable and configure instant messaging capabilities.

              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
                Step 4   Select other messaging settings as appropriate.
                Step 5   Select Save.
                Important:
                Cisco Jabber for Windows does not support the following settings on the Presence Settings window on Cisco Unified Communications IM and Presence version 9.0.x:
                • Use DND status when user is on the phone
                • Use DND status when user is in a meeting

                Enable File Transfers and Screen Captures

                You can enable or disable file transfers and screen captures through the Cisco XCP Router service on Cisco Unified Communications IM and Presence. File transfers and screen captures setting are enabled by default. However, you should verify the setting when you set up your deployment.

                Procedure
                  Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                  Step 2   Select System > Service Parameters.
                  Step 3   Select the appropriate server from the Server drop-down list.
                  Step 4   Select Cisco XCP Router from the Service drop-down list.

                  The Service Parameter Configuration window opens.

                  Step 5   Locate the Enable file transfer parameter.
                  Step 6   Select the appropriate value from the Parameter Value drop-down list..
                  Step 7   Select Save.

                  Configure Prompts for Presence Subscription Requests

                  You can enable or disable prompts for presence subscription requests from contacts within your organization.

                  The client always prompts users to allow presence subscription requests from contacts outside your organization.

                  Users specify privacy settings in the client as follows:
                  Inside Your Organization

                  Users can choose to allow or block contacts from inside your organization.

                  • If users choose to allow presence subscription requests and
                    • you select Allow users to view the availability of other users without being prompted for approval, the client automatically accepts all presence subscription requests without prompting users.
                    • you do not select Allow users to view the availability of other users without being prompted for approval, the client prompts users for all presence subscription requests.
                  • If users choose to block contacts, only their existing contacts can see their availability status. In other words, only those contacts who have already subscribed to the user's presence can see their availability status.

                  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.


                  Outside Your Organization

                  Users can choose the following options for contacts from outside your organization:

                  • Have the client prompt them for each presence subscription request.
                  • Block all contacts so that only their existing contacts can see their availability status. In other words, only those contacts who have already subscribed to the user's presence can see their availability status.
                  Procedure
                    Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                    Step 2   Select Presence > Settings.

                    The Presence Settings window opens.

                    Step 3   Select Allow users to view the availability of other users without being prompted for approval to disable prompts and automatically accept all presence subscription requests within your organization.
                    This option has the following values:
                    Selected

                    The client does not prompt users for presence subscription requests. The client automatically accepts all presence subscription requests without prompting the users.

                    Cleared

                    The client prompts users to allow presence subscription requests. This setting requires users to allow other users in your organization to view their availability status.

                    Step 4   Select Save.

                    Add an Instant Messaging and Presence Service

                    Provide users with instant messaging and presence 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 instant messaging 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.
                      Step 7   Select Save.

                      What to Do Next

                      Add the instant messaging and presence service to your service profile.

                      Apply Instant Messaging and Presence Service

                      After you add an instant messaging 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

                      Create a service profile.

                      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   Select Save.

                        Configure Users

                        To configure users, you enable instant messaging and presence and add a service profile to the users.

                        Configure Users Individually

                        Enable instant messaging and presence 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 Enable User for Unified CU IM and Presence.
                          2. Select your service profile 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 CU IM and Presence check boxes.
                            Important:

                            There are two check boxes for Enable User for Unified CU 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.
                            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.

                            Set Up Audio and Video Capabilities

                            Provision users with software phone devices and desk phone devices. Configure dial plan mapping and perform other essential tasks to set up audio and video capabilities.

                            Before You Begin

                            You should review the Cisco Unified Communications Manager licensing requirements, including information on adjunct licensing, before you provision users with devices.

                            Create Software Phone Devices

                            Software phones let users send and receive audio and video through their computers.

                            Create CSF Devices

                            Complete the steps in this task to create CSF devices.

                            Procedure
                              Step 1   Open the Cisco Unified CM Administration interface.
                              Step 2   Select Device > Phone.

                              The Find and List Phones window opens.

                              Step 3   Select Add New.
                              Step 4   Select Cisco Unified Client Services Framework from the Phone Type drop-down list and then select Next.

                              The Phone Configuration window opens.

                              Step 5   Specify a name for the CSF device in the Device Name field.

                              You should use the CSFusername format for CSF device names. For example, you create a CSF device for a user named Tanya Adams, whose username is tadams. In this case, you should specify CSFtadams as the device name.

                              Step 6   Specify configuration settings on the Phone Configuration window as appropriate.

                              See the Phone Setup topic in the Cisco Unified Communications Manager documentation for more information about the configuration settings on the Phone Configuration window.

                              Step 7   Select Save.

                              An message displays to inform you if the device is added successfully. The Association Information section becomes available on the Phone Configuration window.


                              What to Do Next

                              Add a directory number to the device and apply the configuration.

                              Video Desktop Sharing

                              Binary Floor Control Protocol (BFCP) provides video desktop sharing capabilities for CSF devices. Cisco Unified Communications Manager handles the BFCP packets that users transmit when using video desktop sharing capabilities. On Cisco Unified Communications Manager version 9.0(1) and higher, BFCP presentation sharing is automatically enabled. For this reason, you do not need to perform any steps to enable video desktop sharing on CSF devices.


                              Note


                              • Cisco Unified Communications Manager supports BFCP presentation sharing on version 8.6(1) and higher only. You cannot enable BFCP, or provision users with video desktop sharing capabilities, on versions lower than 8.6(1).
                              • You can enable video desktop sharing only on software phone devices. You cannot enable video desktop sharing on desk phone devices.
                              • In hybrid cloud-based deployments, both Cisco WebEx and Cisco Unified Communications Manager provide desktop sharing functionality.
                                • If users initiate desktop sharing sessions during an instant messaging session, Cisco WebEx provides desktop sharing capabilities.
                                • If users initiate desktop sharing sessions during an audio or video conversation, Cisco Unified Communications Manager provides desktop sharing capabilities.


                              Tip


                              You must enable BFCP on the SIP trunk to allow video desktop sharing capabilities between nodes in a Cisco Unified Communications Manager cluster. To enable BFCP on the SIP trunk, do the following:
                              1. Select Allow Presentation Sharing using BFCP in the Trunk Specific Configuration section of the SIP profile.
                              2. Select the SIP profile from the SIP Profile drop-down list on the CSF device configuration.

                              Add a Directory Number to the Device

                              You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

                              Procedure
                                Step 1   Locate the Association Information section on the Phone Configuration window.
                                Step 2   Select Add a new DN.

                                The Directory Number Configuration window opens.

                                Step 3   Specify a directory number in the Directory Number field.
                                Step 4   Specify all other required configuration settings as appropriate.
                                Step 5   Associate end users with the directory number as follows:
                                1. Locate the Users Associated with Line section.
                                2. Select Associate End Users.

                                  The Find and List Users dialog box opens.

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

                                  The selected users are added to the voicemail profile.

                                Step 6   Select Save.
                                Step 7   Select Apply Config.

                                The Apply Configuration window opens.

                                Step 8   Follow the prompts on the Apply Configuration window to apply the configuration.

                                Create Desk Phone Devices

                                Users can control desk phones on their computers to place audio calls.

                                Procedure
                                  Step 1   Open the Cisco Unified CM Administration interface.
                                  Step 2   Select Device > Phone.

                                  The Find and List Phones window opens.

                                  Step 3   Select Add New.
                                  Step 4   Select the appropriate device from the Phone Type drop-down list and then select Next.

                                  The Phone Configuration window opens.

                                  Step 5   Complete the following steps in the Device Information section:
                                  1. Enter a meaningful description in the Description field.

                                    The client displays device descriptions to users. If users have multiple devices of the same model, the descriptions help users tell the difference between multiple devices.

                                  2. Select Allow Control of Device from CTI.

                                    If you do not select Allow Control of Device from CTI, users cannot control the desk phone.

                                  Step 6   Complete the following steps to enable desk phone video capabilities:
                                  1. Locate the Product Specific Configuration Layout section.
                                  2. Select Enabled from the Video Capabilities drop-down list.
                                    Note   

                                    If possible, you should enable desk phone video capabilities on the device configuration. However, certain phone models do not include the Video Capabilities drop-down list at the device configuration level. In this case, you should open the Common Phone Profile Configuration window and then select Enabled from the Video Calling drop-down list.

                                  See Desk Phone Video Configuration for more information about desk phone video.

                                  Step 7   Specify all other configuration settings on the Phone Configuration window as appropriate.

                                  See the Cisco Unified Communications Manager documentation for more information about the configuration settings on the Phone Configuration window.

                                  Step 8   Select Save.

                                  An message displays to inform you if the device is added successfully. The Association Information section becomes available on the Phone Configuration window.


                                  What to Do Next

                                  Add a directory number to the device and apply the configuration.

                                  Desk Phone Video Configuration

                                  Desk phone video capabilities let users receive video transmitted to their desk phone devices on their computers through the client.

                                  Set Up Desk Phone Video
                                  To set up desk phone video, you must complete the following steps:
                                  1. Physically connect the computer to the computer port on the desk phone device. You must physically connect the computer to the desk phone device through the computer port so that the client can establish a connection to the device. You cannot use desk phone video capabilities with wireless connections to desk phone devices.

                                    Tip


                                    If users have both wireless and wired connections available, they should configure Microsoft Windows so that wireless connections do not take priority over wired connections. See the following Microsoft documentation for more information: An explanation of the Automatic Metric feature for Internet Protocol routes.


                                  2. Enable the desk phone device for video in Cisco Unified Communications Manager.
                                  3. Install Cisco Media Services Interface on the computer.
                                    Cisco Media Services Interface provides the Cisco Discover Protocol (CDP) driver that enables the client to do the following:
                                    • Discover the desk phone device.
                                    • Establish and maintain a connection to the desk phone device using the CAST protocol.

                                    Note


                                    Download the Cisco Media Services Interface installation program from the download site on Cisco.com.


                                  Desk Phone Video Considerations
                                  Review the following considerations and limitations before you provision desk phone video capabilities to users:
                                  • You cannot use desk phone video capabilities on Microsoft Windows Vista.
                                  • You cannot use desk phone video capabilities on devices if video cameras are attached to the devices, such as a Cisco Unified IP Phone 9971. You can use desk phone video capabilities if you remove video cameras from the devices.
                                  • You cannot use desk phone video capabilities with devices that do not support CTI.
                                  • Video desktop sharing, using the BFCP protocol, is not supported with desk phone video.
                                  • It is not possible for endpoints that use SCCP to receive video only. SCCP endpoints must send and receive video. Instances where SCCP endpoints do not send video result in audio only calls.
                                  • 7900 series phones must use SCCP for desk phone video capabilities. 7900 series phones cannot use SIP for desk phone video capabilities.
                                  • If a user initiates a call from the keypad on a desk phone device, the call starts as an audio call on the desk phone device. The client then escalates the call to video. For this reason, you cannot make video calls to devices that do not support escalation, such as H.323 endpoints. To use desk phone video capabilities with devices that do not support escalation, users should initiate calls from the client.
                                  • A compatibility issue exists with Cisco Unified IP Phones that use firmware version SCCP45.9-2-1S. You must upgrade your firmware to version SCCP45.9-3-1 to use desk phone video capabilities.
                                  • Some antivirus or firewall applications, such as Symantec EndPoint Protection, block inbound CDP packets, which disables desk phone video capabilities. You should configure your antivirus or firewall application to allow inbound CDP packets. The following article provides additional details about this issue: http:/​/​www.symantec.com/​docs/​TECH105234
                                  • You must not select the Media Termination Point Required checkbox on the SIP trunk configuration for Cisco Unified Communications Manager. Desk phone video capabilities are not available if you select this checkbox.
                                  If you encounter an error that indicates desk phone video capabilities are unavailable or the desk phone device is unknown, do the following:
                                  1. Ensure you enable the desk phone device for video in Cisco Unified Communications Manager.
                                  2. Reset the physical desk phone.
                                  3. Exit the client.
                                  4. Run services.msc on the computer where you installed the client.
                                  5. Restart Cisco Media Services Interface.
                                  6. Restart the client.

                                  Add a Directory Number to the Device

                                  You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

                                  Procedure
                                    Step 1   Locate the Association Information section on the Phone Configuration window.
                                    Step 2   Select Add a new DN.

                                    The Directory Number Configuration window opens.

                                    Step 3   Specify a directory number in the Directory Number field.
                                    Step 4   Specify all other required configuration settings as appropriate.
                                    Step 5   Associate end users with the directory number as follows:
                                    1. Locate the Users Associated with Line section.
                                    2. Select Associate End Users.

                                      The Find and List Users dialog box opens.

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

                                      The selected users are added to the voicemail profile.

                                    Step 6   Select Save.
                                    Step 7   Select Apply Config.

                                    The Apply Configuration window opens.

                                    Step 8   Follow the prompts on the Apply Configuration window to apply the configuration.

                                    Enable Video Rate Adaptation

                                    Cisco Jabber uses video rate adaptation to negotiate optimum video quality. Video rate adaptation dynamically increases or decreases video quality based on network conditions.

                                    To use video rate adaptation, you must enable Real-Time Transport Control Protocol (RTCP) on Cisco Unified Communications Manager.

                                    Note


                                    RTCP is enabled on software phone devices by default. However, you must enable RTCP on desk phone devices.


                                    Enable RTCP on Common Phone Profiles

                                    You can enable RTCP on a common phone profile to enable video rate adaptation on all devices that use the profile.

                                    Procedure
                                      Step 1   Open the Cisco Unified CM Administration interface.
                                      Step 2   Select Device > Device Settings > Common Phone Profile.

                                      The Find and List Common Phone Profiles window opens.

                                      Step 3   Specify the appropriate filters in the Find Common Phone Profile where field and then select Find to retrieve a list of profiles.
                                      Step 4   Select the appropriate profile from the list.

                                      The Common Phone Profile Configuration window opens.

                                      Step 5   Locate the Product Specific Configuration Layout section.
                                      Step 6   Select Enabled from the RTCP drop-down list.
                                      Step 7   Select Save.

                                      Enable RTCP on Device Configurations

                                      You can enable RTCP on specific device configurations instead of a common phone profile. The specific device configuration overrides any settings you specify on the common phone profile.

                                      Procedure
                                        Step 1   Open the Cisco Unified CM Administration interface.
                                        Step 2   Select Device > Phone.

                                        The Find and List Phones window opens.

                                        Step 3   Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of phones.
                                        Step 4   Select the appropriate phone from the list.

                                        The Phone Configuration window opens.

                                        Step 5   Locate the Product Specific Configuration Layout section.
                                        Step 6   Select Enabled from the RTCP drop-down list.
                                        Step 7   Select Save.

                                        Add a CTI Service

                                        The CTI service lets users control devices.

                                        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 CTI from the UC Service Type drop-down list.
                                          Step 5   Select Next.
                                          Step 6   Provide details for the instant messaging and presence service as follows:
                                          1. Specify a name for the service in the Name field.

                                            The name you specify displays when you add services to profiles. Ensure the name you specify is unique, meaningful, and easy to identify.

                                          2. Specify an optional description in the Description field.
                                          3. Specify the CTI service address in the Host Name/IP Address field.
                                          4. Specify the port number for the CTI service in the Port field.
                                          Step 7   Select Save.

                                          What to Do Next

                                          Add the CTI service to your service profile.

                                          Apply CTI Service

                                          After you add a CTI 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

                                          Create a service profile.

                                          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 CTI Profile section, select up to three services from the following drop-down lists:
                                            • Primary
                                            • Secondary
                                            • Tertiary
                                            Step 5   Select Save.

                                            Create CTI Remote Devices

                                            CTI remote devices let users control calls on devices other than software phone devices or desk phone devices such as Cisco IP phones.

                                            Extend and Connect Capabilities

                                            Cisco Unified Communications Manager Extend and Connect capabilities let users control calls on devices such as public switched telephone network (PSTN) phones and private branch exchange (PBX) devices.


                                            Note


                                            Cisco recommends that you use extend and connect capabilities with Cisco Unified Communications Manager 9.1(1) and higher only.


                                            Provisioning CTI Remote Devices
                                            Dedicated Device

                                            You can provision users with dedicated CTI remote devices. For example, each user has a PSTN phone at their workstation. You want to allow the users to make calls with their PSTN phones using the client. You do not plan to provision users with software phone devices or desk phone devices.

                                            To provision CTI remote devices as dedicated devices, you should add remote destinations through the Cisco Unified CM Administration interface. This ensures that users can automatically control their phones and place calls when they start the client.

                                            Alternative Device

                                            You can provision CTI remote devices so that users can specify an alternative phone number to their software phone device or desk phone device. For example, each user can work remotely from home. In this case, users can specify their home phone numbers as remote destinations. This allows the users to control home phones with the client.

                                            If you plan to provision CTI remote devices as an alternative device, you should not add remote destinations. Users can add, edit, and delete remote destinations through the client interface.

                                            Enable Users to Modify Remote Destinations

                                            When a user logs in, the client retrieves the user's device list from Cisco Unified Communications Manager.

                                            If that device list contains a software phone device or desk phone device, the client automatically lets users add, edit, and delete remote destinations through the client interface.

                                            If that device list contains only a CTI remote device, the client does not let users add, edit, and delete remote destinations. You must enable users to add, edit, and delete remote destinations in the client configuration. See the Installation and Configuration Guide for more information.

                                            Using CTI Remote Devices with the Client

                                            If a user is signed in to the client and sets a remote device as active, that device rings when the user receives incoming calls. Additionally, the client routes outgoing calls to the active device when the user is signed in.

                                            If a user is not signed in to the client, and that user receives an incoming call to the directory number, all devices set as remote destinations ring.

                                            Limitations and Known Issues

                                            This section describes limitations and known issues that currently exist for Cisco Unified Communications Manager extend and connect capabilities.

                                            • You can create only one remote destination per user. Do not add two or more remote destinations for a user.
                                            • Two or more users cannot use the same remote destination.
                                            • Users cannot use the same remote destination for multiple devices.
                                            • You cannot provision extend and connect capabilities for devices that you configure as endpoints on the Cisco Unified Communications Manager cluster.
                                            • Incoming calls incorrectly ring on remote devices if the following occurs:
                                              1. A user adds a number for a remote destination. Cisco Unified Communications Manager routes incoming calls to that remote destination. The user can control the call session with the client.
                                              2. The user changes their phone. For example, the user selects their software phone. Cisco Unified Communications Manager routes incoming calls to the user's software phone. However, if the user does not answer incoming calls on the software phone within 4 or 5 seconds, the user's remote destination also rings.
                                              To resolve this issue, users must delete numbers for remote destinations when they change their phones.

                                            Enable User Mobility

                                            You must enable user mobility to provision CTI remote devices. If you do not enable mobility for users, you cannot assign those users as owners of CTI remote devices.

                                            Procedure
                                              Step 1   Select User Management > End User.

                                              The Find and List Users window opens.

                                              Step 2   Specify the appropriate filters in the Find User where field to and then select Find to retrieve a list of users.
                                              Step 3   Select the user from the list.

                                              The End User Configuration window opens.

                                              Step 4   Locate the Mobility Information section.
                                              Step 5   Select Enable Mobility.
                                              Step 6   Select Save.

                                              Create CTI Remote Devices

                                              CTI remote devices are virtual devices that monitor and have call control over a user's remote destination.

                                              Procedure
                                                Step 1   Open the Cisco Unified CM Administration interface.
                                                Step 2   Select Device > Phone.

                                                The Find and List Phones window opens.

                                                Step 3   Select Add New.
                                                Step 4   Select CTI Remote Device from the Phone Type drop-down list and then select Next.

                                                The Phone Configuration window opens.

                                                Step 5   Select the appropriate user ID from the Owner User ID drop-down list.
                                                Note   

                                                Only users for whom you enable mobility are available from the Owner User ID drop-down list. For more information, see Enable User Mobility.

                                                Cisco Unified Communications Manager populates the Device Name field with the user ID and a CTRID prefix; for example, CTRIDusername

                                                Step 6   Edit the default value in the Device Name field, if appropriate.
                                                Step 7   Ensure you select an appropriate option from the Rerouting Calling Search Space drop-down list in the Protocol Specific Information section.

                                                The Rerouting Calling Search Space drop-down list defines the calling search space for re-routing and ensures that users can send and receive calls from the CTI remote device.

                                                Step 8   Specify all other configuration settings on the Phone Configuration window as appropriate.

                                                See the CTI remote device setup topic in the Cisco Unified Communications Manager documentation for more information.

                                                Step 9   Select Save.

                                                The fields to associate directory numbers and add remote destinations become available on the Phone Configuration window.


                                                Add a Directory Number to the Device

                                                You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

                                                Procedure
                                                  Step 1   Locate the Association Information section on the Phone Configuration window.
                                                  Step 2   Select Add a new DN.

                                                  The Directory Number Configuration window opens.

                                                  Step 3   Specify a directory number in the Directory Number field.
                                                  Step 4   Specify all other required configuration settings as appropriate.
                                                  Step 5   Associate end users with the directory number as follows:
                                                  1. Locate the Users Associated with Line section.
                                                  2. Select Associate End Users.

                                                    The Find and List Users dialog box opens.

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

                                                    The selected users are added to the voicemail profile.

                                                  Step 6   Select Save.
                                                  Step 7   Select Apply Config.

                                                  The Apply Configuration window opens.

                                                  Step 8   Follow the prompts on the Apply Configuration window to apply the configuration.

                                                  Add a Remote Destination

                                                  Remote destinations represent the CTI controllable devices that are available to users.

                                                  You should add a remote destination through the Cisco Unified CM Administration interface if you plan to provision users with dedicated CTI remote devices. This task ensures that users can automatically control their phones and place calls when they start the client.

                                                  If you plan to provision users with CTI remote devices along with software phone devices and desk phone devices, you should not add a remote destination through the Cisco Unified CM Administration interface. Users can enter remote destinations through the client interface.


                                                  Note


                                                  • You should create only one remote destination per user. Do not add two or more remote destinations for a user.
                                                  • Cisco Unified Communications Manager does not verify if it can route remote destinations that you add through the Cisco Unified CM Administration interface. For this reason, you must ensure that Cisco Unified Communications Manager can route the remote destinations you add.
                                                  • Cisco Unified Communications Manager automatically applies application dial rules to all remote destination numbers for CTI remote devices. For more information about application dial rules, see Dial Plan Mapping.

                                                  Procedure
                                                    Step 1   Open the Cisco Unified CM Administration interface.
                                                    Step 2   Select Device > Phone.

                                                    The Find and List Phones window opens.

                                                    Step 3   Specify the appropriate filters in the Find Phone where field to and then select Find to retrieve a list of phones.
                                                    Step 4   Select the CTI remote device from the list.

                                                    The Phone Configuration window opens.

                                                    Step 5   Locate the Associated Remote Destinations section.
                                                    Step 6   Select Add a New Remote Destination.

                                                    The Remote Destination Information window opens.

                                                    Step 7   Specify JabberRD in the Name field.
                                                    Restriction:

                                                    You must specify JabberRD in the Name field. The client uses only the JabberRD remote destination. If you specify a name other than JabberRD, users cannot access that remote destination.

                                                    The client automatically sets the JabberRD name when users add remote destinations through the client interface.
                                                    Step 8   Enter the destination number in the Destination Number field.
                                                    Step 9   Specify all other values as appropriate.

                                                    See the Remote destination configuration settings topic in the Cisco Unified Communications Manager documentation for more information.

                                                    Step 10   Select Save.

                                                    What to Do Next

                                                    Complete the following steps to verify the remote destination and apply the configuration to the CTI remote device:
                                                    1. Repeat the steps to open the Phone Configuration window for the CTI remote device.
                                                    2. Locate the Associated Remote Destinations section.
                                                    3. Verify the remote destination is available.
                                                    4. Select Apply Config.

                                                    Note


                                                    The Device Information section on the Phone Configuration window contains a Active Remote Destination field.

                                                    When users select a remote destination in the client, it displays as the value of Active Remote Destination.

                                                    none displays as the value of Active Remote Destination if:
                                                    • Users do not select a remote destination in the client.
                                                    • Users exit or are not signed in to the client.

                                                    Add a CTI Service

                                                    The CTI service lets users control devices.

                                                    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 CTI from the UC Service Type drop-down list.
                                                      Step 5   Select Next.
                                                      Step 6   Provide details for the instant messaging and presence service as follows:
                                                      1. Specify a name for the service in the Name field.

                                                        The name you specify displays when you add services to profiles. Ensure the name you specify is unique, meaningful, and easy to identify.

                                                      2. Specify an optional description in the Description field.
                                                      3. Specify the CTI service address in the Host Name/IP Address field.
                                                      4. Specify the port number for the CTI service in the Port field.
                                                      Step 7   Select Save.

                                                      What to Do Next

                                                      Add the CTI service to your service profile.

                                                      Apply CTI Service

                                                      After you add a CTI 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

                                                      Create a service profile.

                                                      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 CTI Profile section, select up to three services from the following drop-down lists:
                                                        • Primary
                                                        • Secondary
                                                        • Tertiary
                                                        Step 5   Select Save.

                                                        Configure User Associations

                                                        When you associate a user with a device, you provision that device to the user.

                                                        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 user from the list.

                                                          The End User Configuration window opens.

                                                          Step 5   Locate the Device Information section.
                                                          Step 6   Select Device Association.

                                                          The User Device Association window opens.

                                                          Step 7   Select the devices to which you want to associate the user.
                                                          Step 8   Select Save Selected/Changes.
                                                          Step 9   Select User Management > End User and return to the Find and List Users window.
                                                          Step 10   Find and select the same user from the list.

                                                          The End User Configuration window opens.

                                                          Step 11   Locate the Permissions Information section.
                                                          Step 12   Select Add to Access Control Group.

                                                          The Find and List Access Control Groups dialog box opens.

                                                          Step 13   Select the access control groups to which you want to assign the user.
                                                          At a minimum you should assign the user to the following access control groups:
                                                          • Standard CCM End Users
                                                          • Standard CTI Enabled
                                                          Certain phone models require additional control groups, as follows:
                                                          • Cisco Unified IP Phone 9900 or 8900 series, select Standard CTI Allow Control of Phones supporting Connected Xfer and conf.
                                                          • Cisco Unified IP Phone 6900 series, select Standard CTI Allow Control of Phones supporting Rollover Mode.
                                                          Step 14   Select Add Selected.

                                                          The Find and List Access Control Groups window closes.

                                                          Step 15   Select Save on the End User Configuration window.

                                                          Specify Your TFTP Server Address

                                                          The client gets device configuration from the TFTP server. For this reason, you must specify your TFTP server address when you provision users with devices.

                                                          Specify Your TFTP Server on Cisco Unified Communications IM and Presence

                                                          Complete the steps to specify the address of your TFTP server on Cisco Unified Communications IM and Presence.

                                                          Procedure
                                                            Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                                                            Step 2   Select Application > Legacy Clients > Settings.

                                                            The Legacy Client Settings window opens.

                                                            Step 3   Locate the Legacy Client Security Settings section.
                                                            Step 4   Specify the IP address of your primary and backup TFTP servers in the following fields:
                                                            • Primary TFTP Server
                                                            • Backup TFTP Server
                                                            • Backup TFTP Server
                                                            Step 5   Select Save.

                                                            Specify TFTP Servers with the Cisco WebEx Administration Tool

                                                            If the client connects to the Cisco WebEx Messenger service, you specify your TFTP server address with the Cisco WebEx Administration Tool.

                                                            Procedure
                                                              Step 1   Open the Cisco WebEx Administration Tool.
                                                              Step 2   Select the Configuration tab.
                                                              Step 3   Select Unified Communications in the Additional Services section. The Unified Communications window opens.
                                                              Step 4   Select the Clusters tab.
                                                              Step 5   Select the appropriate cluster from the list. The Edit Cluster window opens.
                                                              Step 6   Select Advanced Server Settings in the Cisco Unified Communications Manager Server Settings section.
                                                              Step 7   Specify the IP address of your primary TFTP server in the TFTP Server field.
                                                              Step 8   Specify the IP address of your backup TFTP servers in the Backup Server #1 and Backup Server #2 fields.
                                                              Step 9   Select Save. The Edit Cluster window closes.
                                                              Step 10   Select Save in the Unified Communications window.

                                                              Reset Devices

                                                              After you create and associate users with devices, you should reset those devices.

                                                              Procedure
                                                                Step 1   Open the Cisco Unified CM Administration interface.
                                                                Step 2   Select Device > Phone.

                                                                The Find and List Phones window opens.

                                                                Step 3   Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
                                                                Step 4   Select the appropriate device from the list.

                                                                The Phone Configuration window opens.

                                                                Step 5   Locate the Association Information section.
                                                                Step 6   Select the appropriate directory number configuration.

                                                                The Directory Number Configuration window opens.

                                                                Step 7   Select Reset.

                                                                The Device Reset dialog box opens.

                                                                Step 8   Select Reset.
                                                                Step 9   Select Close to close the Device Reset dialog box.

                                                                Create a CCMCIP Profile

                                                                The client gets device lists for users from the CCMCIP server.

                                                                Procedure
                                                                  Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                                                                  Step 2   Select Application > Legacy Clients > CCMCIP Profile.

                                                                  The Find and List CCMCIP Profiles window opens.

                                                                  Step 3   Select Add New.

                                                                  The CCMCIP Profile Configuration window opens.

                                                                  Step 4   Specify service details in the CCMCIP profile as follows:
                                                                  1. Specify a name for the profile in the Name field.
                                                                  2. Specify the address of your primary CCMCIP service in the Primary CCMCIP Host field.
                                                                  3. Specify the hostname or IP address of your backup CCMCIP service in the Backup CCMCIP Host field.
                                                                  4. Leave the default value for Server Certificate Verification.
                                                                  Step 5   Add users to the CCMCIP profile as follows:
                                                                  1. Select Add Users to Profile.

                                                                    The Find and List Users dialog box opens.

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

                                                                    The selected users are added to the CCMCIP profile.

                                                                  Step 6   Select Save.

                                                                  Dial Plan Mapping

                                                                  You configure dial plan mapping to ensure that dialing rules on Cisco Unified Communications Manager match dialing rules on your directory.

                                                                  Application Dial Rules

                                                                  Application dial rules automatically add or remove digits in phone numbers that users dial. Application dialing rules manipulate numbers that users dial from the client.

                                                                  For example, you can configure a dial rule that automatically adds the digit 9 to the start of a 7 digit phone number to provide access to outside lines.

                                                                  Directory Lookup Dial Rules

                                                                  Directory lookup dial rules transform caller ID numbers into numbers that the client can lookup in the directory. Each directory lookup rule you define specifies which numbers to transform based on the initial digits and the length of the number.

                                                                  For example, you can create a directory lookup rule that automatically removes the area code and two digit prefix digits from 10 digit telephone numbers. An example of this type of rule is to transform 4089023139 into 23139.

                                                                  Publish Dial Rules

                                                                  Cisco Unified Communications Manager version 8.5 or lower does not automatically publish dial rules to the client. For this reason, you must deploy a COP file to publish your dial rules. This COP file copies your dial rules from the Cisco Unified Communications Manager database to an XML file on your TFTP server. The client can then download that XML file and access your dial rules.

                                                                  Remember:

                                                                  You must deploy the COP file every time you update or modify dial rules on Cisco Unified Communications Manager version 8.5 or lower.

                                                                  Before You Begin
                                                                  1. Create your dial rules in Cisco Unified Communications Manager.
                                                                  2. Download the Cisco Jabber administration package from Cisco.com.
                                                                  3. Copy cmterm-csf-dialrule-wizard-0.1.cop.sgn from the Cisco Jabber administration package to your file system.
                                                                  Procedure
                                                                    Step 1   Open the Cisco Unified OS Administration interface.
                                                                    Step 2   Select Software Upgrades > Install/Upgrade.
                                                                    Step 3   Specify the location of cmterm-csf-dialrule-wizard-0.1.cop.sgn in the Software Installation/Upgrade window.
                                                                    Step 4   Select Next.
                                                                    Step 5   Select cmterm-csf-dialrule-wizard-0.1.cop.sgn from the Available Software list.
                                                                    Step 6   Select Next and then select Install.
                                                                    Step 7   Restart the TFTP service.
                                                                    Step 8   Open the dial rules XML files in a browser to verify that they are available on your TFTP server.
                                                                    1. Navigate to http://tftp_server_address:6970/CUPC/AppDialRules.xml.
                                                                    2. Navigate to http://tftp_server_address:6970/CUPC/DirLookupDialRules.xml.

                                                                    If you can access AppDialRules.xml and DirLookupDialRules.xml with your browser, the client can download your dial rules.

                                                                    Step 9   Repeat the preceding steps for each Cisco Unified Communications Manager instance that runs a TFTP service.

                                                                    What to Do Next

                                                                    After you repeat the preceding steps on each Cisco Unified Communications Manager instance, restart the client.

                                                                    Set Up Voicemail

                                                                    Setting up voicemail enables users to receive voice mail messages and redirect incoming audio calls to the voicemail service. As part of the task of setting up voicemail, you can also configure a mailstore to enable visual voicemail in the client.

                                                                    Configure Cisco Unity Connection

                                                                    To configure Cisco Unity Connection, you must create user profiles and then provide users with IMAP access.

                                                                    See the Cisco Unity Connection documentation for specific configuration tasks.

                                                                    Procedure
                                                                      Step 1   Create user profiles on Cisco Unity Connection.
                                                                      Step 2   Provide users with IMAP access.
                                                                      1. Open the Cisco Unity Connection administrative interface.
                                                                      2. Select Class of Service.

                                                                        The Edit Class of Service window opens.

                                                                      3. Locate the Licensed Features section.
                                                                      4. Select Allow Users to Access Voice Mail Using an IMAP Client and/or Single Inbox.
                                                                      5. Select Allow IMAP Users to Access Message Bodies.
                                                                      6. Select Save.

                                                                      Add a Voicemail Service

                                                                      Allow users to receive voice messages.

                                                                      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 Voicemail from the UC Service Type drop-down list.
                                                                        Step 5   Select Next.
                                                                        Step 6   Specify details for the voicemail service as follows:
                                                                        Product Type

                                                                        Select Unity Connection.

                                                                        Name

                                                                        Enter a descriptive name for the server, for example, PrimaryVoicemailServer.

                                                                        Description

                                                                        Enter an optional description.

                                                                        Hostname/IP Address
                                                                        Enter the address of the voicemail server in one of the following formats:
                                                                        • Hostname
                                                                        • IP Address
                                                                        • FQDN
                                                                        Port

                                                                        Enter the port to connect to the voicemail server.

                                                                        Protocol Type

                                                                        Select the appropriate protocol.

                                                                        Step 7   Select Save.

                                                                        What to Do Next

                                                                        Add the voicemail service to your service profile.

                                                                        Apply Voicemail Service

                                                                        After you add a voicemail 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

                                                                        Create a service profile.

                                                                        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   Configure the Voicemail Profile section as follows:
                                                                          1. Select up to three services from the following drop-down lists:
                                                                            • Primary
                                                                            • Secondary
                                                                            • Tertiary
                                                                          2. To synchronize credentials with the voicemail service, select Unified CM - IM and Presence from the Credentials source for voicemail service drop-down list.

                                                                            Unified CM - IM and Presence uses the instant messaging and presence credentials to log in to the voicemail service. As a result, users do not need to enter their credentials for voicemail services in the client.

                                                                            Note   

                                                                            Do not select Web conferencing. This option uses the conferencing credentials to log in to the voicemail service. You cannot currently synchronize with conferencing credentials.

                                                                          Step 5   Select Save.

                                                                          Add a Mailstore Service

                                                                          The mailstore service provides users with visual voicemail 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 MailStore from the UC Service Type drop-down list.
                                                                            Step 5   Select Next.
                                                                            Step 6   Provide details for the mailstore service as follows:
                                                                            Name

                                                                            Enter a descriptive name for the server, for example, PrimaryMailStoreServer.

                                                                            Description

                                                                            Enter an optional description.

                                                                            Hostname/IP Address
                                                                            Enter the address of the mailstore server in one of the following formats:
                                                                            • Hostname
                                                                            • IP Address
                                                                            • FQDN
                                                                            Port

                                                                            Enter the port to connect to the mailstore server.

                                                                            Protocol Type

                                                                            Select the appropriate protocol.

                                                                            Step 7   Select Save.

                                                                            What to Do Next

                                                                            Add the mailstore service to your service profile.

                                                                            Apply Mailstore Service

                                                                            After you add a mailstore 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

                                                                            Create a service profile.

                                                                            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   Configure the MailStore Profile section as follows:
                                                                              1. Select up to three services from the following drop-down lists:
                                                                                • Primary
                                                                                • Secondary
                                                                                • Tertiary
                                                                              2. Specify appropriate values for the following fields:
                                                                                • Inbox Folder
                                                                                • Trash Folder
                                                                                • Polling Interval
                                                                              3. Select the Allow dual folder mode if your mailstore supports IMAP UIDPLUS extensions.
                                                                              Step 5   Select Save.

                                                                              Configure Retrieval and Redirection

                                                                              Configure retrieval so that users can access voice mail messages in the client interface. Configure redirection so that users can send incoming calls to voice mail. You configure retrieval and redirection on Cisco Unified Communications Manager.

                                                                              Procedure
                                                                                Step 1   Open the Cisco Unified CM Administration interface.
                                                                                Step 2   Configure the voicemail pilot.
                                                                                1. Select Advanced Features > Voice Mail > Voice Mail Pilot.

                                                                                  The Find and List Voice Mail Pilots window opens.

                                                                                2. Select Add New.

                                                                                  The Voice Mail Pilot Configuration window opens.

                                                                                3. Specify the appropriate details on the Voice Mail Pilot Configuration window.
                                                                                4. Select Save.
                                                                                Step 3   Add the voicemail pilot to the voicemail profile.
                                                                                1. Select Advanced Features > Voice Mail > Voice Mail Profile.

                                                                                  The Find and List Voice Mail Mail Profiles window opens.

                                                                                2. Specify the appropriate filters in the Find Voice Mail Profile where Voice Mail Profile Name field and then select Find to retrieve a list of profiles.
                                                                                3. Select the appropriate profile from the list.

                                                                                  The Voice Mail Pilot Configuration window opens.

                                                                                4. Select the voicemail pilot from the Voice Mail Pilot drop-down list.
                                                                                5. Select Save.
                                                                                Step 4   Specify the voicemail profile in the directory number configuration.
                                                                                1. Select Device > Phone.

                                                                                  The Find and List Phones window opens.

                                                                                2. Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
                                                                                3. Select the appropriate device from the list.

                                                                                  The Phone Configuration window opens.

                                                                                4. Locate the Association Information section.
                                                                                5. Select the appropriate device number.

                                                                                  The Directory Number Configuration window opens.

                                                                                6. Locate the Directory Number Settings section.
                                                                                7. Select the voicemail profile from the Voice Mail Profile drop-down list.
                                                                                8. Select Save.

                                                                                Set a Voicemail Credentials Source

                                                                                You can specify a voicemail credentials source for users.


                                                                                Tip


                                                                                In hybrid cloud-based deployments, you can set a voicemail credentials source as part of your configuration file with the VoiceMailService_UseCredentialsFrom parameter. See the Installation and Configuration Guide for more information.


                                                                                Procedure
                                                                                  Step 1   Open the Cisco Unified CM Administration interface.
                                                                                  Step 2   Select User Management > User Settings > Service Profile.
                                                                                  Step 3   Select the appropriate service profile to open the Service Profile Configuration window.
                                                                                  Step 4   In the Voicemail Profile section, select Unified CM - IM and Presence from the Credentials source for voicemail service drop-down list.
                                                                                  Note   

                                                                                  Do not select Web Conferencing from the Credentials source for voicemail service drop-down list. You cannot currently use conferencing credentials as a credentials source for voicemail services.


                                                                                  The user's instant messaging and presence credentials match the user's voicemail credentials. As a result, users do not need to specify their voicemail credentials in the client user interface.

                                                                                  What to Do Next

                                                                                  Important:

                                                                                  There is no mechanism to synchronize credentials between servers. If you specify a credentials source, you must ensure that those credentials match the user's voicemail credentials.

                                                                                  For example, you specify that a user's instant messaging and presence credentials match the user's Cisco Unity Connection credentials. The user's instant messaging and presence credentials then change. You must update the user's Cisco Unity Connection credentials to reflect that change.

                                                                                  Set Up Conferencing

                                                                                  Conferencing capabilities enable users to create and attend meetings. Review the different types of conferencing deployments you can configure. Learn how to set up authentication and enable communication between the conferencing service and the client.

                                                                                  Set Up On-Premises Conferencing

                                                                                  Cisco WebEx Meetings Server provides on-premises meeting and conferencing services for the client.

                                                                                  Cisco WebEx Meetings Server Installation and Configuration

                                                                                  The first step in setting up integration between Cisco WebEx Meetings Server and the client is to install and configure Cisco WebEx Meetings Server. You should refer to the Cisco WebEx Meetings Server product documentation for installation and configuration procedures.

                                                                                  Restriction:

                                                                                  You cannot currently integrate Cisco Jabber with Cisco WebEx Meetings Server sites that you configure for single sign on (SSO).

                                                                                  Provide Conferencing Credentials

                                                                                  Choose one of the following methods to provide conferencing credentials to the client:
                                                                                  • Users individually specify their credentials in the Options window.
                                                                                  • You specify a credentials source on Cisco Unified Communications Manager when you apply the conferencing service to the service profile. See the topic in this section that describes how to add the conferencing server to the service profile for instructions.
                                                                                  Specify Conferencing Credentials in the Client

                                                                                  Users can specify their credentials in the Meetings tab on the Options window.

                                                                                  To open the Options window, select File > Options.

                                                                                  Add Cisco WebEx Meetings Server

                                                                                  The first step to setting up conferencing on Cisco Unified Communications Manager is to add your details for Cisco WebEx Meetings Server.

                                                                                  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 Conferencing from the UC Service Type drop-down list.
                                                                                    Step 5   Select Next.
                                                                                    Step 6   Specify details for Cisco WebEx Meetings Server in the following fields:
                                                                                    Product Type

                                                                                    Select WebEx (Conferencing).

                                                                                    Name

                                                                                    Enter a name for the configuration.

                                                                                    The name you specify displays when you add services to profiles. Ensure the name you specify is unique, meaningful, and easy to identify.

                                                                                    Description

                                                                                    Enter an optional description.

                                                                                    Hostname/IP Address

                                                                                    Enter the site URL for Cisco WebEx Meetings Server.

                                                                                    Port

                                                                                    Leave the default value.

                                                                                    Protocol

                                                                                    Select HTTPS from the drop-down list.

                                                                                    Step 7   Choose the appropriate value for the User web conference server as SSO identity provider check box:
                                                                                    Cleared

                                                                                    Do not use Cisco WebEx as the single sign-on (SSO) identity provider.

                                                                                    Selected

                                                                                    Use Cisco WebEx as the single sign-on (SSO) identity provider.

                                                                                    Note   

                                                                                    This field is available only if you select WebEx (Conferencing) from the Product Type drop-down list.

                                                                                    Step 8   Select Save.

                                                                                    What to Do Next

                                                                                    Add Cisco WebEx Meetings Server to a service profile.

                                                                                    Add Cisco WebEx Meetings Server to a Profile

                                                                                    After you add Cisco WebEx Meetings Server on Cisco Unified Communications Manager, you add Cisco WebEx Meetings Server to a service profile. The client can then retrieve the details for Cisco WebEx Meetings Server from the profile and access the conferencing features.

                                                                                    Before You Begin

                                                                                    Create a service profile.

                                                                                    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   Configure the Conferencing Profile section as follows:
                                                                                      1. Select up to three instances of Cisco WebEx Meetings Server from the following drop-down lists:
                                                                                        • Primary
                                                                                        • Secondary
                                                                                        • Tertiary
                                                                                      2. Select the appropriate value from the Server Certificate Verification drop-down list.
                                                                                      3. Select one of the following from the Credentials source for web conference service drop-down list:
                                                                                        Not set

                                                                                        The user does not have a credentials source that matches their Cisco WebEx Meetings Server credentials.

                                                                                        Unified CM - IM and Presence
                                                                                        The user’s Cisco Unified Communications IM and Presence credentials match their Cisco WebEx Meetings Server credentials.
                                                                                        Voicemail
                                                                                        The user’s Cisco Unity Connection credentials match their Cisco WebEx Meetings Server credentials.
                                                                                        Important:

                                                                                        If you select a credentials source, you must ensure that those credentials match the user’s Cisco WebEx Meetings Server credentials.

                                                                                        There is no mechanism to synchronize the credentials you specify in Cisco Unified Communications Manager with credentials you specify in Cisco WebEx Meetings Server. For example, you specify that a user’s instant messaging and presence credentials are synchronized with the user’s Cisco WebEx Meetings Server credentials. The user’s instant messaging and presence credentials then change. You must update the user’s Cisco WebEx Meetings Server credentials to match that change.

                                                                                      Step 5   Select Save.

                                                                                      Set Up Cloud-Based Conferencing

                                                                                      Cisco WebEx Meeting Center provides cloud-based meeting and conferencing services for the client.

                                                                                      Integration with Cisco WebEx Meeting Center

                                                                                      As of this release, there are two types of Cisco WebEx Meeting Center integration for on-premises deployments:
                                                                                      • Cloud-based integration
                                                                                      • Hybrid cloud-based integration
                                                                                      Cloud-Based Integration
                                                                                      Cloud-based integration refers to an environment in which Cisco WebEx Meeting Center provides the following services to the client:
                                                                                      • Data such as participant chat and roster lists.
                                                                                      • Audio and video capabilities.
                                                                                      Hybrid Cloud-Based Integration
                                                                                      Hybrid cloud-based integration refers to an environment in which:
                                                                                      • Cisco WebEx Meeting Center provides data such as participant chat and roster lists.
                                                                                      • A conferencing bridge provides audio and video capabilities.
                                                                                      Authentication with Cisco WebEx Meeting Center
                                                                                      Cisco Jabber supports the following types of authentication with Cisco WebEx Meeting Center:
                                                                                      Direct Authentication

                                                                                      The client can pass user credentials directly to Cisco WebEx Meeting Center.

                                                                                      To enable direct authentication, complete the following steps:
                                                                                      1. Create user accounts for Cisco WebEx Meeting Center using the Cisco WebEx Administration Tool. Cisco WebEx Meeting Center must validate user credentials in a direct authentication scenario. The user accounts hold the credentials so that Cisco WebEx Meeting Center can validate them when the client attempts to authenticate.
                                                                                      2. Provide Cisco WebEx Meeting Center user credentials to the client. See Provide Conferencing Credentials for more information.

                                                                                      See the Overview of Loosely Coupled Integration topic in the Cisco WebEx documentation for more information.

                                                                                      Authentication with an Identity Provider

                                                                                      The client can redirect authentication from Cisco WebEx Meeting Center to an identity provider.

                                                                                      To enable authentication with an identity provider, complete the following steps:
                                                                                      1. Set up your identity provider as appropriate. When users attempt to authenticate with Cisco WebEx Meeting Center, the client redirects that authentication to your identity provider. Your identity provider then validates the credentials and passes an authentication token back to the client. The client then passes that token to Cisco WebEx Meeting Center to complete the authentication process.
                                                                                      2. Provide Cisco WebEx Meeting Center user credentials to the client. See Provide Conferencing Credentials for more information.

                                                                                      See the Using SSO with the Cisco WebEx and Cisco WebEx Meeting applications topic in the Cisco WebExdocumentation for more information about managing user identities with the Cisco WebEx Messenger service.

                                                                                      Provide Conferencing Credentials

                                                                                      Choose one of the following methods to provide conferencing credentials to the client:
                                                                                      • Users individually specify their credentials in the Options window.
                                                                                      • You specify a credentials source on Cisco Unified Communications Manager when you apply the conferencing service to the service profile. See the topic in this section that describes how to add the conferencing server to the service profile for instructions.
                                                                                      Specify Conferencing Credentials in the Client

                                                                                      Users can specify their credentials in the Meetings tab on the Options window.

                                                                                      To open the Options window, select File > Options.

                                                                                      Add Cisco WebEx Meeting Center

                                                                                      The first step to setting up conferencing on Cisco Unified Communications Manager is to add your details for Cisco WebEx Meeting Center.

                                                                                      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 Conferencing from the UC Service Type drop-down list.
                                                                                        Step 5   Select Next.
                                                                                        Step 6   Specify details for the Cisco WebEx Meeting Center site in the following fields:
                                                                                        Product Type

                                                                                        Select WebEx (Conferencing).

                                                                                        Name

                                                                                        Enter a name for the configuration.

                                                                                        The name you specify displays when you add services to profiles. Ensure the name you specify is unique, meaningful, and easy to identify.

                                                                                        Description

                                                                                        Enter an optional description.

                                                                                        Host Name/IP Address

                                                                                        Specify the hostname of the Cisco WebEx Meeting Center site.

                                                                                        Note   

                                                                                        You must specify a hostname, not an IP address.

                                                                                        Port

                                                                                        Specify a port number for the Cisco WebEx Meeting Center site.

                                                                                        Protocol

                                                                                        Select HTTPS from the drop-down list.

                                                                                        Step 7   Choose the appropriate value for the User web conference server as SSO identity provider check box:
                                                                                        Cleared

                                                                                        Do not use Cisco WebEx as the single sign-on (SSO) identity provider.

                                                                                        Selected

                                                                                        Use Cisco WebEx as the single sign-on (SSO) identity provider.

                                                                                        Note   

                                                                                        This field is available only if you select WebEx (Conferencing) from the Product Type drop-down list.

                                                                                        Step 8   Select Save.

                                                                                        What to Do Next

                                                                                        Add Cisco WebEx Meeting Center to a service profile.

                                                                                        Add Cisco WebEx Meeting Center to a Profile

                                                                                        After you add Cisco WebEx Meeting Center on Cisco Unified Communications Manager, you add Cisco WebEx Meeting Center to a service profile. The client can then retrieve the details for Cisco WebEx Meeting Center from the profile and access the conferencing features.

                                                                                        Before You Begin

                                                                                        Create a service profile.

                                                                                        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   Configure the Conferencing Profile section as follows:
                                                                                          1. Select your service from the Primary drop-down list.
                                                                                            Note   

                                                                                            The client uses only the service you select from the Primary drop-down list. You do not need to select services from the Secondary or Tertiary drop-down lists.

                                                                                          2. Select the appropriate value from the Server Certificate Verification drop-down list.
                                                                                          3. Select one of the following from the Credentials source for web conference service drop-down list:
                                                                                            Not set

                                                                                            The user does not have a credentials source that matches their Cisco WebEx Meeting Center credentials.

                                                                                            Unified CM - IM and Presence
                                                                                            The user’s Cisco Unified Communications IM and Presence credentials match their Cisco WebEx Meeting Center credentials.
                                                                                            Voicemail
                                                                                            The user’s Cisco Unity Connection credentials match their Cisco WebEx Meeting Center credentials.
                                                                                            Restriction:

                                                                                            You cannot specify a credentials source if you use an identity provider for authentication with Cisco WebEx Meeting Center.

                                                                                            Important:

                                                                                            If you select a credentials source, you must ensure that those credentials match the user’s Cisco WebEx Meeting Center credentials.

                                                                                            There is no mechanism to synchronize the credentials you specify in Cisco Unified Communications Manager with credentials you specify in Cisco WebEx Meeting Center. For example, you specify that a user’s instant messaging and presence credentials are synchronized with the user’s Cisco WebEx Meeting Center credentials. The user’s instant messaging and presence credentials then change. You must update the user’s Cisco WebEx Meeting Center credentials to match that change.

                                                                                          Step 5   Select Save.