Cisco Unity Express 1.1.1 GUI Administrator Guide for Cisco CallManager
Configuring the System for the First Time
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Configuring the System for the First Time

Table Of Contents

Configuring the System for the First Time

Before You Start: Configuration Prerequisites

Recording an Auto Attendant Greeting or Prompt File

Configuring Auto Attendant Scripts

Starting the Initialization Wizard

Overview of the Initialization Wizard

Configuration Data Required for the Initialization Wizard

Running the Initialization Wizard

Activity Timer

Buttons on the Initialization Wizard Screens

Starting the Initialization Wizard

What to do Next

Logging in for the First Time

Prerequisites

Logging in

What to do Next

Logging In and Out of Cisco Unity Express

Logging in to Cisco Unity Express

Logging Out of Voice Mail Administration

Navigating Through the Cisco Unity Express GUI Screens

Cisco Unity Express Screens and Menus

Home Screen

Configure Menu

Voice Mail Menu

Administration Menu

Defaults Menu

Reports Menu

Help Menu

Cisco Unity Express Icons

Searching for Data - the Find Icon

Alphabetizing Data - the Sort Icon

What to do Next

Sequence of Ongoing Configuration Tasks

Online Help

Initial Tasks

Ongoing Tasks

As-needed Tasks


Configuring the System for the First Time


This chapter describes the initial configuration process and ongoing configuration tasks, and contains the following sections:

Before You Start: Configuration Prerequisites

Starting the Initialization Wizard

Logging In and Out of Cisco Unity Express

Navigating Through the Cisco Unity Express GUI Screens

Sequence of Ongoing Configuration Tasks


Note You must use Microsoft Internet Explorer Version 6.0 or later with the two security patches as the web browser. (See "Supported Platforms" for information on the software patches.) The Netscape browser is not supported on Cisco Unity Express.


Before You Start: Configuration Prerequisites

Before starting Cisco Unity Express configuration, the Cisco CallManager system must be installed. If you did not or are not performing the Cisco CallManager installation, please contact the installer or other support personnel to ensure that the following procedures are completed:

1. Install all Cisco CallManager and Cisco Unity Express hardware and verify functionality.

Attach the telephones so that they register with the Cisco CallManager server.

Verify that the Cisco CallManager router is configured with Cisco IOS Release 12.2(15)ZJ1 or later for the network module (NM) or with Cisco IOS Release 12.3(7)T or later for the advanced integration module (AIM).

For the NM, verify that the enable LED is lit.


Caution If you are installing an AIM-CUE in your Cisco 3745 router, you must install it in the AIM slot labeled AIM1. Installing this AIM in the AIM slot labeled AIM0 of Cisco 3745 routers can damage the AIM.


Note We highly recommend attaching an uninterruptible power supply (UPS) to the router housing the Cisco Unity Express module. Any reliable UPS unit provides continuous power to maintain the operation of the router and the Cisco Unity Express module. Consider the unit's capacity and run time because power consumption differs among Cisco platforms. Ideally, a UPS should include a signaling mechanism that directs the router to shut down Cisco Unity Express properly and then powers off the router.

Cisco IOS Release 12.3(4)T supports automatic switchover to the UPS device if the following configuration is added to the router:
    line aux 0
    privilege level 15
    modem Dialin
    autocommand service-module service-engine slot/0 shutdown no-confirm

where slot is the Cisco Unity Express module's slot number.


2. Install and verify Cisco CallManager software functionality.

a. You should be able to access the Cisco CallManager configuration web page.

b. To configure ip unnumbered on the service-engine interface, use the Cisco IOS software commands on the router to create a static route to the Cisco Unity Express module, for example:

ip route 0.0.0.0 0.0.0.0 91.91.19.1
ip route 10.3.6.128 255.255.255.255 Service-Engine1/0

In this example, 10.3.6.128 is the IP address of the Cisco Unity Express module and Service-Engine1/0 is the router slot hosting the Cisco Unity Express module.

c. For the NM, configure 8 CTI ports on Cisco CallManager. For the AIM, configure 4 CTI ports on Cisco CallManager. Use the Cisco CallManager option Device > Phones > Add new Phone. These ports will be assigned to the Cisco Unity Express applications (voice mail, auto attendant, and greeting management system) to terminate calls.


Note Do not configure extra CTI ports on Cisco CallManager. Doing so will impact the scalability of your Cisco CallManager and will limit the number of other devices Cisco CallManager can support.


d. Configure at least two route points on Cisco CallManager using the Device > CTI Route Point option. The Cisco Unity Express voice mail application uses one route point and the auto attendant application uses the other route point. If you plan on using the Cisco Unity Express greeting management system, configure a third route point on Cisco CallManager.


Note Do not configure extra route points on Cisco CallManager. Doing so will impact the scalability of your Cisco CallManager and will limit the number of other devices Cisco CallManager can support.


e. Create a Cisco CallManager JTAPI user using the User > Add new user option. Use the Device Association option to associate the CTI ports and route points with this JTAPI user. (The JTAPI user is not assigned a Cisco Unity Express voice mailbox. It is a placeholder for Cisco Unity Express to establish connection with Cisco CallManager.) Verify that the Enable CTI Application use box is checked for this JTAPI user.

f. During the Cisco Unity Express software installation, create the Cisco Unity Express administrator user ID and password and specify the IP addresses for the DNS server and NTP server. This user ID and password is needed to log in to the initialization wizard.

g. For efficient call processing, configure access lists on the Cisco Unity Express router to prioritize JTAPI traffic. For example:

class-map match-all jtapi
  match access-group 110
class-map match-all voice
  match access-group 100

policy-map jtapi
  class jtapi
    set dscp cs3
    bandwidth 20
  class voice
    set dscp af31
    priority 320
  class class-default
    fair-queue

interface Serial0/1
  ip address 192.168.10.0 255.255.255.0
  service-policy output jtapi
  clockrate 256000
  no cdp enable

access-list 100 permit udp host 10.3.6.128 any range 16383 32727
access-list 110 permit tcp host 10.3.6.128 any eq 2748

where 10.3.6.128 is the IP address of the module containing Cisco Unity Express.

The output from a command should indicate that the marked packets number is increasing. For example:

Match: access-group 110
QoS Set
  dscp cs3
  Packets marked 334   <-----This number should increase.

3. The FTP server that communicates with Cisco Unity Express must support passive FTP requests. Refer to the FTP server documentation to verify that capability.

4. (Optional) If no users were created in the Cisco CallManager interface, create a list of all users, groups, and their extensions. Having this list eases the task of configuring many users and extensions.

5. (Optional) Create an alternate welcome message for the auto attendant application. A default welcome message comes with auto attendant. You can create a different message in a .wav file and install it as part of the auto attendant configuration. See "Recording an Auto Attendant Greeting or Prompt File" for more information.

6. (Optional) Customize the auto attendant prompt sequence to meet your business requirements. See "Configuring Auto Attendant Scripts" for more information.

7. (Required) Record the IP address of the Cisco Unity Express module. Accessing the GUI to configure the system requires this IP address.

Recording an Auto Attendant Greeting or Prompt File

Two methods are available to create auto attendant greeting and prompt files:

Create a .wav file with the following format: G.711 U-law, 8 kHz, 8 bit, Mono. The file cannot be larger than 500 KB. After recording the greeting, use the GUI or Cisco Unity Express CLI ccn copy command to copy the file in to the Cisco Unity Express system. See the next section, "Recording an Auto Attendant Greeting or Prompt File," for the upload procedure.

Use the GMS on the TUI to record the greeting or prompt. Dial the GMS telephone number and select the option to record a greeting. When finished recording, save the file. GMS automatically saves the file in Cisco Unity Express.

The GMS prompt filename has the format UserPrompt_DateTime.wav, for example: UserPrompt_11152003144055.wav. You may want to use CLI commands or GUI options to download the file to a PC, rename the file with a meaningful name, then upload the file back to Cisco Unity Express.

Configuring Auto Attendant Scripts

Cisco Unity Express provides a set of auto attendant prompts and a process, called a script, for handling callers' responses to the prompts. You can modify this script so that specific caller responses are handled in a different way. For example, callers can be directed to leave a voice message in a specific mailbox if they call after business hours.

Use the Microsoft Windows software-based script editor software that comes with Cisco Unity Express to modify the script or create a new script. Refer to the Cisco Unity Express Script Editor Installation and Configuration Guide for guidelines and procedures.

The file cannot be larger than 1 MB.

After creating the script file, save the file on your PC. Use the CLI interface or the GUI option Voice Mail > Scripts to upload the script file to the auto attendant application.

Starting the Initialization Wizard

After the hardware and software are installed, start the Cisco Unity Express GUI. The GUI allows you to configure users, voice mailboxes, and other features of voice mail and auto attendant.

This section describes the procedures and information required to use the initialization wizard, and contains the following sections:

Overview of the Initialization Wizard

Configuration Data Required for the Initialization Wizard

Running the Initialization Wizard

Overview of the Initialization Wizard

The initialization wizard is a software tool with a series of screens that help you configure Cisco Unity Express. The wizard starts automatically the first time you log in to the GUI.

Some of the information shown on the wizard screens comes from system parameters configured during the installation of the Cisco CallManager system, including:

Telephone users and their extensions

IP address for the primary Cisco CallManager server and IP addresses for the secondary and tertiary servers, if they will be used in case the primary server is unavailable.

User ID and password for web access to Cisco CallManager.

JTAPI user ID and password.

The remaining wizard information consists of default values calculated by Cisco Unity Express or values you must supply, which includes:

Cisco Unity Express administrator user ID and password.

Users who should be assigned mailboxes

Primary extension for each user, especially for users who have more than one extension

Users who will be assigned administrative privileges

Size of a new mailbox

Maximum length of a voice mail message

Length of time a message can be stored on the system

Whether passwords and personal identification numbers (PINs) are required for new users

Telephone numbers for accessing the voice mail system, the auto attendant system, the operator, and the GMS

These values are described in more detail in the next section, "Configuration Data Required for the Initialization Wizard".

When you have entered all the data required in the wizard screens, the system updates the Cisco Unity Express and Cisco CallManager databases with this new information. At that point, you can log in to the system and add or modify the information for any user, mailbox, or system component.

Configuration Data Required for the Initialization Wizard

A series of screens appear that require the following information:

(Required) To start the initialization wizard, you need the IP address of the module that contains the Cisco Unity Express application.

(Required) Your Cisco Unity Express administrator user ID and password

Cisco Unity Express requires an administrator to configure the router and other system components. During the software installation process, the system installer created a user ID and password that is used to log into Cisco Unity Express software.

Cisco Unity Express does not treat this administrator as a telephone user.

(Required) The IP address of the primary Cisco CallManager server. IP addresses for the secondary and tertiary servers are optional.

(Required) The user IDs and passwords for the Cisco CallManager JTAPI user and web user.

(Required) The name, user ID, and extension number for each telephone user, whether each user will require a voice mailbox, and which users will be identified as administrators. Administrators have full access to all the voice mail and auto attendant parameters. Non-administrative voice mail users have limited access system configuration tasks.

Users may have been configured on the Cisco CallManager software. You may copy some or all of these users to the Cisco Unity Express database.

Some users or extensions may not require a voice mailbox. For example, a lobby extension, a conference room extension, or a visitor office extension should not be assigned a mailbox. Review the purpose of each extension carefully so that mailbox storage space is used efficiently.

(Required) The policy for handling passwords and personal identification numbers (PINs).


Note You must determine the level of security for your voice mail system. Requiring a new user to have a password to access the GUI and a PIN to access their voice mailbox helps discourage unauthorized personnel from gaining entry to the system or to another user's mailbox. However, not assigning a password and PIN makes it easier for a user to enter the system or mailbox the first time.


Decide whether Cisco Unity Express should generate a random password and a random PIN for each new user or if the password and PIN should be blank.

In either case, each new user and each user copied from Cisco CallManager is required to change the password and the PIN when logging in to the system for the first time.

(Optional) The default language that the user hears when accessing the voice mail system

Releases 1.1 and 1.0 support only U.S. English.

(Optional) The default mailbox size

The mailbox size represents the total number of seconds from all messages stored in a user's box. Cisco Unity Express calculates a default value based on the maximum number of mailboxes and the maximum storage space on the system. You can change the size value for individual users who require more or less storage space than the default.

(Optional) The default message length

The message size represents the maximum number of seconds for any message stored in a voice mailbox. Callers who try to leave a longer message will be cut off when the maximum time is reached. Cisco Unity Express calculates a default value based on the default storage space for a mailbox. You can change the length value for individual users who require longer messages than the default.

(Optional) The default message storage time

The message storage time is the number of days that the system will save old messages. As a message approaches this storage time, the system alerts the user to (Required or delete the message. If the user takes no action when the maximum storage time is reached, the system deletes the message.

(Required) Telephone numbers for:

Voice mail system

Users dial the voice mail system telephone number to retrieve their voice messages.

Voice mail operator extension

While in the voice mail system, users dial the voice mail operator extension number to reach the voice mail operator.

Auto attendant

Callers dial the auto attendant telephone number to reach the auto attendant system.

Auto attendant operator extension

The auto attendant application dials the auto attendant operator extension number when a caller presses "0" for the operator.

Greeting management number

Administrators dial the greeting management number to access the GMS to modify or create prompts and greetings.


Caution The voice mail telephone number, auto attendant telephone number, and GMS number should be unique values. If they are not, then a user trying to call the operator while in the voice mail system will be directed back to the voice mail system or the GMS. Also, an outside caller who presses the button for the operator might be connected to the voice mail system or the GMS.

Running the Initialization Wizard

Be sure to have the information outlined in "Configuration Data Required for the Initialization Wizard" before starting the wizard.

Activity Timer

The system has a timer that checks if the GUI is being used. If the GUI has been started but no screens or fields are accessed for a while, the system displays the following screen shortly before the timer expires:

If you do not click Resume, the system will cancel your activity and log you off the GUI. Data that was not saved is lost. Be sure to have all the appropriate configuration information available while you run the Init Wizard.

Buttons on the Initialization Wizard Screens

Table 4 describes the buttons used only on the initialization wizard screens. None of the other GUI screens use them.

Table 4 Initialization Wizard Screen Buttons

Button
Purpose

Back

Click to return to a previous screen.

Next

Click to move to the next screen.

Finish

Click to end the initialization procedure and save the data to the databases.

Cancel

Click to stop the initialization procedure. Your data entries will not be save.

Help

Click to open a help window with information about the fields on the screen.


Starting the Initialization Wizard

Follow these steps to begin the initialization wizard:


Step 1 On your PC, open your web browser (Microsoft Internet Explorer Version 6.0 or later is preferred).

Step 2 In the Address box, enter http://a.b.c.d/Web, where a.b.c.d is the IP address of the module. Be sure to enter Web with upper- and lowercase letters as shown here.

The Authentication screen appears:

Step 3 In the User Name field, enter the user ID for the Cisco Unity Express administrator. The user ID is case-sensitive; be sure to type the user ID with correct upper- and lowercase letters.

Step 4 Tab to or click on the Password field and enter the password for the Cisco Unity Express administrator. The password is case-sensitive; be sure to type the password with correct upper- and lowercase letters. Asterisks (*) will appear for each character in the password.

Step 5 Click Login.

The Cisco Unity Express screen appears:

Three options are available from this screen:

View current settings—Use this option to display several system parameters that were defined when the Cisco CallManager software was installed. See Step 6 below.

Run Initialization Wizard—Use this option to initiate the installation wizard configuration procedure. See Step 8 below.

Skip Initialization Wizard and Log off—Use this option only if you are using the Cisco Unity Express CLI command interface to configure the system parameters.

Log off (Run Initialization Wizard later)—Use this option to log off the system without starting the initialization wizard. You may run the initialization wizard at a later time.

Step 6 To display the current settings for system parameters, click View current settings.

The Current Settings screen appears:

These values were configured on the Cisco CallManager application. They cannot be changed from this screen. Run the initialization wizard to change the values.

Step 7 Click Cancel to close this screen. The Branch Office Applications Engine screen appears again. Go to Step 8.

Step 8 To start the initialization wizard, click Run Initialization Wizard.

The CallManager Login screen appears:

Step 9 The IP address of the CallManager server appears in the Primary CallManager field. If this value is not correct, enter the correct IP address.

Step 10 The Secondary CallManager field is optional. To use a secondary Cisco CallManager server, enter the IP address of the server.

Step 11 The Tertiary CallManager field is optional. To use a tertiary Cisco CallManager server, enter the IP address of the server.

Step 12 In the Web User Name field, enter the user ID for the Cisco CallManager web administrator.

Step 13 In the Web Password field, enter the password for the Cisco CallManager web administrator.

Step 14 In the JTAPI User Name field, enter the user ID for the Cisco CallManager JTAPI user.

Step 15 In the JTAPI Password field, enter the password for the Cisco CallManager JTAPI user.

Step 16 Click Next.

If the entries are correct, the Import CCM Users screen appears:

Use this screen to copy user data configured on Cisco CallManager to the Cisco Unity Express database. When this screen first appears, no users are displayed.

Step 17 Do one of the following:

To add users later, go to Step 27.

To add users now, click Add.

The CallManager User Search screen appears:

When this screen first appears, no users are displayed.

Step 18 Enter a maximum of 200 user IDs of Cisco CallManager users who should be imported. Separate the user IDs with a space, comma, tab, or carriage return.

Step 19 Click Find.

A status screen appears while Cisco Unity Express searches for the users' data:

When the search is complete, the Search Results screen appears:

This screen displays the results of the search. Users found in the Cisco CallManager database have checkboxes next to their user IDs.

Step 20 If you scroll through the list and do not see one or more users you need, click Back to Search and repeat Step 17 to Step 19.

Step 21 After you find one or more users that you want to copy to Cisco Unity Express, do one of the following:

To copy all the users in the display, click the box next to User ID. This places a checkmark in the box next to each user ID.

To copy some of the users, click the box next to the specific user IDs.

Step 22 Click Add to Import List.

The Import CCM Users screen appears with the list of users:

Table 5 describes the columns on this screen:

Table 5 Import Users Screen Columns 

Column
Description

User ID

ID of the telephone user.

Extension(s)

Extension or extensions assigned to the user.

Primary

User's extension that should be assigned to the voice mailbox.

Mailbox

Option to create a mailbox for the user.

Administrator

Option to assign one or more users the permission to configure the parameters for the Cisco Unity Express system.


You can copy any or all of those users in to the Cisco Unity Express database. A checkmark automatically appears next to each user name.


Note Copy at least one of the users and designate one as the administrator. When the initialization process is complete, make a note of the user's ID and password. You will need this to log back in to Cisco Unity Express.


Step 23 All the users in the list will be copied to the Cisco Unity Express database unless you remove the checkmarks next to the user IDs. In the column to the left of the users' names, do one of the following:

To copy all the users in the list to the Cisco Unity Express database, leave the checkmarks as they are and go to Step 27.

To remove a checkmark, click the box next to each user ID that should not be copied to the Cisco Unity Express database. Users who are not in the Cisco Unity Express database will not have a voice mailbox.

Step 24 In the Primary column, use the drop-down menu to select a primary extension for that user.

The primary extension is the mailbox for saving and retrieving voice mail messages. If no primary extension is designated for a user, that user cannot receive or retrieve voice mail messages.

In this field, None means that none of the displayed extensions for the user are the primary extension. You can designate a mailbox for this user now but the user cannot access it until you configure the user's primary extension at a later time.

Step 25 In the Mailbox column, do one of the following:

To create a mailbox for all users, click the box next to Mailbox. This places a check mark in each user's box in the column. Cisco Unity Express creates the mailbox when the initialization process is complete.


Note Clicking this box creates a mailbox for all users displayed in the list. If you selected specific users in Step 23, do not click this box.


To create a mailbox for specific users, click the box in the Mailbox column for each user who should have a mailbox.

Step 26 In the Administrator column, do one of the following:


Note Administrators have access to all system configuration and maintenance capabilities.


To allow all users to configure the Cisco Unity Express system, click the box next to Administrator. If you selected specific users in Step 23, do not click this box.

To allow specific users to configure the system, click the box in the Administrator column next to each user who should have this permission.

Step 27 Click Next.

The Defaults screen appears:

The values shown on this screen are Cisco Unity Express default values. These affect all users and mailboxes in the voice mail system.

Step 28 The Language field indicates the language used for all voice mail system messages and prompts heard by the telephone user. In Releases 1.1 and 1.0, only U.S. English is available.

Step 29 In the Password & PIN options fields, do the following:


Caution You must determine the level of security for your voice mail system. Requiring a new user to have a password to access the GUI and a PIN to access the voice mailbox helps discourage unauthorized personnel from gaining entry to the system or to another user's mailbox. However, not assigning a password and PIN makes it easier for a user to enter the system or mailbox the first time. Decide whether Cisco Unity Express should generate a random password and a random PIN for each new user or if the password and PIN should be blank. In either case, the user is required to change the password and the PIN when logging in to the system for the first time.

The default is to generate a random password for each user. To leave the password blank for all new users, click the button next to Blank password.

The default is to generate a random PIN for each user. To leave the PIN blank for all new users, click the button next to Blank PIN.

The values in the next three fields are automatically assigned to all new mailboxes.

Step 30 In the Mailbox Size field, enter the maximum number of seconds of stored messages allowed for each mailbox.

Step 31 In the Maximum Caller Message Size field, enter the number of seconds for the maximum length of any message stored in the voice mail system.

Step 32 In the Message Expiry Time field, enter the number of days that old messages are stored. When a message has been stored for this length of time, the user can resave it or delete it.

Step 33 Click Next.

The Call Handling screen appears:

If these fields were not configured previously using the Cisco Unity Express CLI commands, then these fields will be blank.


Caution The Voice Mail Number field, Auto Attendant Access Number field, and Greeting Management Number field should contain different values. If they do not, then a user trying to call the operator while in the voice mail system will be directed back to the voice mail system or the GMS. Also, an outside caller trying to get to the operator will be connected to the voice mail system or the GMS.

Step 34 In the Voice Mail Number field, enter the telephone number that users dial to retrieve their voice messages. The telephone number should not have spaces, dashes, or periods.

Step 35 In the Voice Mail Operator Extension field, enter the telephone extension for the voice mail operator. A voice mail user dials this extension to reach the operator.

Step 36 In the Auto Attendant Access Number field, enter the telephone number that callers dial to access the auto attendant.

Step 37 In the Auto Attendant Operator Extension field, enter the telephone extension for the auto attendant operator. Auto attendant dials this extension when the caller presses "0" for the operator.

Step 38 In the Greeting Management Number field, enter the telephone number or extension that administrators dial to access the GMS.

Step 39 Click Next.

If any two of the Voice Mail Number, Auto Attendant Access Number, and Greeting Management Number fields have the same number, an error message appears:

Step 40 Click OK and repeat Step 34 to Step 39.

The first of two Commit screens appears:

This screen displays the current values of the initialization parameters. Use the scrollbar to view the other parameters:

At this point, none of these values has been saved to the Cisco Unity Express database.

Step 41 If any value is not correct, click Back to return to the appropriate screen and change the value.

Step 42 When all the values are correct, click the box next to Finally to save the values.

Step 43 Click Finish to complete the initialization.

The default values are stored in the Cisco Unity Express database. The Administrators group is created.


Note You can change any of these parameters by using other menu options described in "Navigating Through the Cisco Unity Express GUI Screens".


The Initialization Wizard Status screen appears:

Table 6 describes the fields on this screen.

Table 6 Initialization Wizard Status Screen Fields 

Field
Description

User ID

Login ID of each user copied from the Cisco CallManager database.

Password

Password generated for each user ID. If you selected Blank Password in the Defaults screen, this column is blank.

PIN

PIN generated for each user ID. If you selected Blank PIN in the Defaults screen, this column is blank

Branch Office Details

Status of host name, domain name, and DNS server values.

Defaults

Status of mailbox size, message length, message expiration time, password and PIN generation, and MWI on and off numbers.

User Creation

Status of creating the selected Cisco CallManager users in the Cisco Unity Express database.

Mailbox Creation

Status of creating voice mailboxes for the selected users.

Voicemail application creation

Status of initializing the voice mail system and storing the voice mail system telephone number.

Greeting Management application creation

Status of initializing the GMS application and storing the GMS telephone number.

Auto Attendant application creation

Status of initializing the auto attendant application and storing the auto attendant telephone number.

JTAPI provider

Status of registering the JTAPI user ID and password with Cisco CallManager.

CTI Ports

Status of updating Cisco CallManager with the CTI ports and associated route points.

Save to startup configuration

Status of saving the options and values entered in the initialization wizard fields to the startup configuration database.



Note If Failed appears in any of the status fields, contact the person who installed your system for assistance.


Step 44 Write down the user IDs and passwords for the users. Keep them in a secure place.

Use the administrator's user ID and password to log back in to Cisco Unity Express.

Give these user IDs and passwords to the users so they can log in to their voice mailboxes.

Step 45 Do one of the following:

Click Logout to exit the initialization wizard. Cisco Unity Express and Cisco CallManager do not update their databases with the values entered on these screens.

Click Reload Unity Express to update the Cisco Unity Express and Cisco CallManager databases. A verification screen appears:

Do one of the following:

Click Yes to start the reload. As the databases are updated, the screen may pause or the Logged Out screen may appear but may not respond for a short while.

Click Cancel to continue without reloading.

The Logged Out screen appears:


What to do Next

See "Logging in for the First Time" to change your password and to start Cisco Unity Express.


Logging in for the First Time

Use this procedure the first time you log in to the voice mail system. The system asks you to create a new password.

Prerequisites

You will need the following information to log in to Cisco Unity Express for the first time:

IP address of the Cisco Unity Express module

If you or another administrator selected the random password generation option during the initialization procedure, you need the random password generated for you by the system. If the blank password option was selected, you do not need a password to access the system.

A new password, 3 to 21 characters in length, comprised of letters, numbers, and the special characters underscore (_), dot (.), and dash (-). Spaces are not allowed in the password.

Logging in

Follow these steps to log in for the first time:


Step 1 Open your browser and enter http://a.b.c.d/Web, where a.b.c.d is the IP address of the module. Be sure to enter Web with upper- and lowercase letters as shown here.

The Authentication screen appears:

This screen verifies that the user trying to log in is configured on the Cisco Unity Express system.

Step 2 In the User Name field, enter the user ID of a user identified as an Cisco Unity Express administrator. This user ID is not the same as the user ID that started the initialization wizard. The user ID is case-sensitive; be sure to type the user ID with correct upper- and lowercase letters.

Step 3 Do one of the following:

If random passwords are generated by the system, tab to or click on the Password field and enter the password that was generated for you during the initialization procedure.

If the system does not generate random passwords, go to Step 4.

Step 4 Click LOGIN.

If the user ID and password are correct, the Password Expired screen appears:

Step 5 Do one of the following:

If you have a randomly generated password, enter it in the Current password field.

If the system does not generate random passwords, go to Step 6.

Step 6 In the New password field, enter your new password. Be sure to type the upper- and lowercase letters carefully.

Step 7 In the Confirm new password field, retype the password from Step 6.

Step 8 Click Save.

The Logged Out screen appears:

Step 9 Click Login again to re-enter the system. Use your new password to access the GUI screens.


What to do Next

After logging in to the system, see "Navigating Through the Cisco Unity Express GUI Screens" section.

Logging In and Out of Cisco Unity Express

Logging in and out of Cisco Unity Express is very straightforward.


Note If this is the first time you are logging in to the system, see "Logging in for the First Time".


Logging in to Cisco Unity Express

Follow these steps to log in to Cisco Unity Express:


Step 1 Open your browser and enter http://a.b.c.d/Web, where a.b.c.d is the IP address of the module. Be sure to enter Web with upper- and lowercase letters as shown here.

The Authentication screen appears:

Step 2 In the User Name field, enter your user ID. The user ID is case-sensitive; be sure to type the user ID with correct upper- and lowercase letters.

Step 3 In the Password field, enter your password. The password is case-sensitive; be sure to type the password with correct upper- and lowercase letters.

Step 4 Click LOGIN.

If the user ID and password were entered correctly, the Home screen appears:

All voice mail administration activity uses the menus on this screen. See "Navigating Through the Cisco Unity Express GUI Screens" for a description of the different menus.


Logging Out of Voice Mail Administration

Log out of Cisco Unity Express when you finish your current set of tasks so that unauthorized personnel will not have access to the administration functions.

Follow these steps to log out of Cisco Unity Express:


Step 1 Before logging out of the system, save changes to the screens on which you were working. Logging out does not automatically save new field entries.

Step 2 When you are ready to log out of Cisco Unity Express, go to the upper right corner of the Home screen and click Logout.

The Logout screen appears:

Step 3 Do one of the following:

Click Login again to re-enter the administration screens.

Close the application.


Navigating Through the Cisco Unity Express GUI Screens

The voice mail software groups the administrative tasks on a main toolbar that includes several options, each with drop-down menus. Each of the menus lead you to screens where data can be selected or entered. For example:

Clicking one of these options leads you to a screen where data can be selected. For example:

Clicking on Add brings up a screen where data can be entered. For example:

Move to a fill-in field with the mouse pointer and left-click in the field, or use the Tab key on your keyboard.

These screens have icons that help with the task activity, such as saving data, adding or deleting an item, or finding a name or number. See "Cisco Unity Express Icons" for a description of the icons.

After reviewing the icons, continue with "Sequence of Ongoing Configuration Tasks".

Cisco Unity Express Screens and Menus

The menus and icons are described in this section.

Home Screen

The Home screen appears when you first log in to Cisco Unity Express.

You can also access this screen by clicking Home in the upper right corner of any Cisco Unity Express screen.

Configure Menu

The Configure Menu appears when you click Configure on the Home screen.

Table 7 describes the options on the Configure Menu:

Table 7 Configuration Menu Options

Menu Option
Description

Users

Add, modify, or delete a user. Assign one or more extensions to a user.

Groups

Add, modify, or delete a group of users. Assign at least one user as the group owner.

CallManager

Modify Cisco CallManager parameters. Many of these values were configured during Cisco CallManager installation.

My Profile

Modify your name as it appears on other telephone displays, your password, and your PIN.


Voice Mail Menu

The Voice Mail Menu appears when you click Voice Mail on the Home screen.

Table 8 describes the options on the Configure Menu:

Table 8 Voice Mail Menu Options

Menu Option
Description

Mailboxes

Add, modify, or delete a voice mailbox. Assign the mailbox to a user or to a group. Not all users or groups need to have an assigned voice mailbox.

Refresh Message Waiting Indicators

Refresh the Message Waiting Indicators (MWIs) for one or more extensions or users. Modify the MWI On and MWI Off extensions, if necessary.

Auto Attendants

Configure one or more auto attendant s.

Call Handling

Modify the telephone number for dialing the voice mail application, the voice mail operator extension, and the maximum number of concurrent calls the voice mail and auto attendant applications can handle.

CTI Ports

Configure the CTI ports that Cisco CallManager uses to communicate with Cisco Unity Express.

Prompts

Configure prerecorded customized auto attendant application prompts.

Scripts

Configure customized auto attendant application scripts that have been created using the Cisco Unity Express script editor.


Administration Menu

The Administration Menu appears when you click Administration on the Home screen.

Table 9 describes the options on the Administration Menu:

Table 9 Administration Menu Options 

Menu Option
Description

Backup/Restore

Configure backup and restore parameters, save Cisco Unity Express data and configuration changes to other locations, such as the FTP server. Restore saved files as needed.

Domain Name Settings

Modify the host name, domain name, and DNS server.

Network Time & Time Zone Settings

Add or delete an NTP server, which is used for the date and time on Cisco Unity Express. Change the local time zone.

Save Configuration

Save the Cisco CallManager data and the Cisco Unity Express data to flash memory.


Defaults Menu

The Defaults Menu appears when you click Defaults on the Home screen.

Table 10 describes the options on the Defaults Menu:

Table 10 Defaults Menu Options 

Menu Option
Description

User

Select the system-wide user password and PIN creation policy (system-generated or blank). The user modifies these values when logging in to the GUI or the voice mail system for the first time.

Mailbox

Assign a system-wide mailbox size, maximum caller message size, and message expiry time. These apply to all new mailboxes. You can modify these values for specific mailboxes.

Voice Mail

Assign a total number of minutes allowed for all voice messages across the system and the maximum number of seconds for a user's outgoing mailbox greeting.


Reports Menu

The Reports Menu appears when you click Reports on the Home screen.

Table 11 describes the options on the Reports Menu:

Table 11 Reports Menu Options 

Menu Option
Description

Voice Mail

Displays statistics about the number of mailboxes configured, the number of messages and greeting, and the storage space on the system they use.

System

Displays information about the system hardware and CPU.

Backup History

Displays the backed up files, backup dates, and success status.

Restore History

Displays the restored files, restore dates, and success status.

Network TIme Protocol

Displays the NTP servers and the time difference between the NTP server and the Cisco CallManager router clock.


Help Menu

The Help Menu appears when you click Help on the Home screen.

Table 11 describes the options on the Help Menu:

Table 12 Help Menu Options 

Menu Option
Description

About

Displays the version of Cisco CallManager software and the licensing information for your Cisco Unity Express system.

Configuration

Displays help screens for configuring Cisco Unity Express.


Cisco Unity Express Icons

Table 13 describes the icons used on Cisco Unity Express screens:

Table 13 Cisco Unity Express Icons 

Icon
Purpose

Click to add new users or to add users to groups.

Click to add a new voice mailbox.

Click to add a new extension.

Click to add a new DNS server.

Click to activate changed data. Data is saved using a Save icon or the Save Configuration option.

Click to exit the active screen. Data is not activated or saved.

Click to delete a preselected user, extension, phone, voice mailbox, or group. Pre-select the item by clicking on the box to the left of the item.

Click to download a personalized script or prompt from the auto attendant to another location.

Click to find a user, voice mailbox, or group. A dialog box appears for entering the name to be found. See the procedure below for using this icon.

Click to open a help window with information about the fields on the screen.

Click to import users from Cisco CallManager to Cisco Unity Express.

Click to refresh all message waiting indicators (MWIs).

Click to refresh selected message waiting indicators (MWIs).

Click to reset the values for an extension.

Click to reset all the values for all extensions.

Click to save the changes made on the active screen or session.

Click to unlock one or more mailboxes.

Click to upload a personalized, prerecorded auto attendant greeting file or script.

Click to verify the connection between Cisco Unity Express and Cisco CallManager.


Searching for Data - the Find Icon

All the icons, except the Find icon, require one or two steps to complete their action. For the Find icon, a dialog box appears asking for a search pattern to locate the desired data. For example:

You may enter a pattern in any one of the three fields. For example, you may enter a user's ID or the user's name or the user's extension. When you click the Search button, the system tries to find the user that matches the data you entered.

If you do not know the entire name, ID, or extension, you may use the asterisk (*) in place of missing characters. For example, entering a user ID of sm* causes the system to return a list of all users whose ID begins with sm. Similarly, if you enter an extension as *3, the system displays the names of all users whose extensions end with 3.

After the list of users is displayed, you may choose an entry by clicking on the checkbox next to the name. The software uses this choice in the data entry screen where you invoked the Find icon.

Alphabetizing Data - the Sort Icon

Screens that list a series of users, extensions, or phones can be sorted in ascending or descending order. A triangle next to a column title indicates which column was used most recently for sorting and the direction in which the data is sorted. Any column may be used for sorting. For example,

Clicking the column title sorts the list entries in reverse order.


Timesaver This is handy if the list of names is too long to fit on the screen and you want to look at an entry at the end of the list.


What to do Next

See "Sequence of Ongoing Configuration Tasks" for a list of administrative tasks.

Sequence of Ongoing Configuration Tasks

After the prerequisite activities are completed, the administrative tasks can begin. You will do some tasks once, others regularly, and others as needed.

Online Help

For all these configuration tasks, online help screens are available with information and guidance. Look for the Help icon on each screen to access these screens.

Initial Tasks

Do these tasks to set up Cisco Unity Express:

 
Task
Menu Option

Step 1 

Upload customized prompts and greetings. To record the prompts, use the GMS on the TUI.

Click Voice Mail > Prompts.

Step 2 

Upload customized scripts. To record the scripts, use the script editor described in the Cisco Unity Express Script Editor Installation and Configuration Guide.

Click Voice Mail > Scripts.

Step 3 

Configure the auto attendant application.

Click Voice Mail > Auto Attendant.

Step 4 

If extensions have not been configured, configure them.

Click Configure > Extensions.

Step 5 

If users and groups have not been configured, configure them.

Click Configure > Users and Configure > Groups.

Step 6 

Configure individual and general delivery voice mailboxes.

Click Voice Mail > Mailboxes.


Ongoing Tasks

Do these tasks on a regular basis:

Task
Menu Option

Back up and restore system data.

Click Administration > Backup/Restore.

Monitor system status.

Click Reports. Review all the reports periodically.


As-needed Tasks

Do these tasks on an as-needed basis:

Task
Menu Option

Add, display, modify, and delete voice mailboxes.

Click Voice Mail > Mailboxes.

Unlock a voice mailbox.

Click Voice Mail > Mailboxes and the Unlock icon.

Add, display, modify, and delete users.

Click Configure > Users.

Add, display, modify, and delete groups.

Click Configure > Groups.

Change a user's voice mail password.

Click Configure > Users and the user ID that needs to be changed.

Change the voice mailbox size or storage time.

Click Defaults > Mailbox to change the value system-wide. Click Configure > Users and the user ID to change the value for a specific user.

Add, display, modify and delete extensions and telephones.

Click Configure > Extensions and Configure > Phones.

Assign an extension to another user.

Click Configure > Extensions.

Modify the auto attendant application properties.

Click Voice Mail > Auto Attendant.

Add, modify, and delete the auto attendant prompts.

Click Voice Mail > Prompts and see "Recording an Auto Attendant Greeting or Prompt File".

Add, modify, and delete the auto attendant scripts.

Click Voice Mail > Scripts and see "Configuring Auto Attendant Scripts".

Troubleshoot software problems.

See the chapter "Troubleshooting Cisco Unity Express."

Add, display, modify, and delete Cisco CallManager servers, web user, and JTAPI user.

Click Configure > CallManager.

Add, display, modify, and delete CTI ports.

Click Voice Mail > CTI Ports.