Administration Guide for Cisco IP Communicator Release 7.0
Configuring Features and Services for Cisco IP Communicator

Table Of Contents

Configuring Features and Services for Cisco IP Communicator

Adding Users to Cisco Unified Communications Manager

Telephony Features Available for Cisco IP Communicator

Phone Button Template Modification

Softkey Template Configuration

Setting Up Services

About Configuring Corporate and Personal Directories

Directory Search Features

Cisco Unified Communications Manager Integration with a Directory Server

How to Configure Quick Search

Configuring Quick Search by Using the Directory Wizard

Configuring Quick Search Manually with Windows-Based Cisco Unified Communications Managers

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Applying Dialing Rules to Quick Search Dialing

Configuring Quick Search to Access a Personal Address Book with Windows-Based Cisco Unified Communications Managers


Configuring Features and Services for Cisco IP Communicator


Revised: 11/9/09

After you add Cisco IP Communicator to Cisco Unified Communications Manager (formerly known as Cisco Unified CallManager), you can add users, configure telephony features, modify phone templates, and set up services for Cisco IP Communicator. You can also configure product-specific settings for Cisco IP Communicator.

Adding Users to Cisco Unified Communications Manager

Telephony Features Available for Cisco IP Communicator

Phone Button Template Modification

Softkey Template Configuration

Setting Up Services

About Configuring Corporate and Personal Directories


Tip In general, it is preferable to configure the settings in Cisco Unified Communications Manager Administration before deploying Cisco IP Communicator to ensure that features are set up properly for the user at first launch and remain consistent thereafter.


Adding Users to Cisco Unified Communications Manager

When you add users through Cisco Unified Communications Manager Administration, you can display and maintain information about them. After they are added, users can perform these actions:

Set up speed dial and call forwarding numbers

Subscribe to services that are accessible from Cisco IP Communicator

Access the corporate directory and other customized directories from Cisco IP Communicator

Create a personal directory (Personal Address Book service)

You can add users to Cisco Unified Communications Manager by using either of these methods:

To add users individually:

In releases other than 4.x: choose User Management > End User.

In Release 4.x: choose User > Add a New User.

For details about adding users, see the Cisco Unified Communications Manager Administration Guide. For details about user information, see the Cisco Unified Communications Manager System Guide.

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

To add users in batches, use the Bulk Administration Tool (BAT). This method also enables you to set an identical default password for all users.

For details, see the Bulk Administration Tool User Guide at this URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/products_user_guide_list.html

Related Topics

Telephony Features Available for Cisco IP Communicator

Phone Button Template Modification

Softkey Template Configuration

Setting Up Services

About Configuring Corporate and Personal Directories

Telephony Features Available for Cisco IP Communicator

After you add Cisco IP Communicator devices to Cisco Unified Communications Manager, you can add functionality to those devices. Table 5-1 lists the supported telephony features, many of which you can configure through Cisco Unified Communications Manager Administration.


Note Cisco Unified Communications Manager documentation is available from the application Help menu and from this URL:
http://www.cisco.com/en/US/products/sw/voicesw/ps556/tsd_products_support_series_home.html


Table 5-1 Configuring Telephony Features Through Cisco Unified Communications Manager Administration 

Feature
Description
Configuration Reference

Client matter codes (CMC)

(SCCP phones only)

Enables a user to specify that a call relates to a specific client matter.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Client Matter Codes" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Client Matter Codes and Forced Authorization Codes" chapter.

Direct transfer

(SCCP phones only)

Allows users to connect two calls to each other (without remaining on the line).

For more information, refer to Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Forced authorization codes (FAC)

(SCCP phones only)

Controls the types of calls that certain users can place.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Forced Authorization Codes (FAC)" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Client Matter Codes and Forced Authorization Codes" chapter.

Join

(SCCP phones only)

Allows users to join two or more calls that are on one line to create a conference call and remain on the call.

For more information, refer to Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Malicious call identification (MCID)

(SCCP phones only)

Allows users to notify the system administrator about suspicious calls that are received.

For more information refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Malicious Call Identification" chapter.

Multilevel Precedence and Preemption (MLPP)

(SCCP phones only)

Provides a method of prioritizing calls within your phone system. Use this feature when users work in an environment where they need to make and receive urgent or critical calls.

For more information refer to Cisco Unified Communications Manager Features and Services Guide, "Multilevel Precedence and Preemption" chapter.

Anonymous Call Block

(SIP phones only)

Allows a user to reject calls from anonymous callers.

Cisco Unified Communications Manager Administration Guide, "SIP Profile Configuration" chapter.

Abbreviated dialing

Allows users to speed dial a phone number by entering an assigned index code (1-99) on the phone keypad.

Users assign index codes from the User Options web pages.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone" chapter.

Audible Message Waiting Indicator

A stutter tone from the handset, headset, or speakerphone indicates that a user has one or more new voice messages on a line.

Note The stutter tone is line-specific. You hear it only when using the line with the waiting messages.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Message Waiting Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Voice Mail Connectivity to Cisco Unified Communications Manager" chapter.

Auto Answer

Connects incoming calls automatically after a ring or two.

Auto Answer works with either the speakerphone or the headset.

For more information, refer to Cisco Unified Communications Manager Administration Guide, "Configuring Directory Numbers" chapter.

Auto-pickup

Allows a user to use one-touch, pickup functionality for call pickup, group call pickup, and other group call pickup.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Pickup Group Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Call Pickup and Group Call Pickup" chapter.

Barge

Allows a user to join a non-private call on a shared phone line. Barge features include cBarge and Barge.

Note Users (who share the line) can only see the Barge, cBarge softkeys if the Privacy option is set to "OFF" on both devices in Cisco Unified Communications Manager.

cBarge adds a user to a call and converts it into a conference, allowing the user and other parties to access conference features.

Barge adds a user to a call but does not convert the call into a conference.

The phones support Barge in two conference modes:

Built-in conference bridge at the target device (the phone that is being barged). This mode uses the Barge softkey.

Shared conference bridge. This mode uses the cBarge softkey.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Barge and Privacy" chapter.

Block external to external transfer

Prevents users from transferring an external call to another external number.

For more information, refer to Cisco Unified Communications Manager Features and Services Guide, "External Call Transfer Restrictions" chapter.

Busy Lamp Field (BLF) speed dial

Allows a user to monitor the call state of a directory number (DN) associated with a speed-dial button.

For more information, refer to Cisco Unified Communications Manager Features and Services Guide, "Presence" chapter.

Call display restrictions

Determines the information that will display for calling or connected lines, depending on the parties who are involved in the call.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Call Display Restrictions" chapter.

Call forward

Allows users to redirect incoming calls to another number. Call forward options include Call Forward All, Call Forward Busy, Call Forward No Answer, and Call Forward No Coverage.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Call forward configurable display

Allows you to specify information that appears on a phone when a call is forwarded. This information can include the caller name, caller number, redirected number, and original dialed number.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Call forward destination override

Allows you to override Call Forward All (CFA) in cases where the CFA target places a call to the CFA initiator. This feature allows the CFA target to reach the CFA initiator for important calls. The override works whether the CFA target phone number is internal or external.

For more information, refer to "Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Call park

Allows users to park (temporarily store) a call and then retrieve the call by using another phone in the Cisco Unified Communications Manager system.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Call Park" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Call Park" chapter.

Call pickup

Allows users to redirect a call that is ringing on another phone within their pickup group to their phone.

You can configure an audio and/or visual alert for the primary line on the phone. This alert notifies the users that a call is ringing in their pickup group.

For more information, refer to the Cisco Unified Communications Manager Features and Services Guide, "Call Pickup Group" chapter.

Call recording

Allows a supervisor to record an active call. The user might hear an intermittent tone (beep tone) during a call when it is being recorded.

For more information, refer to the Cisco Unified Communications Manager Features and Services Guide, "Monitoring and Recording" chapter.

Call waiting

Indicates (and allows users to answer) an incoming call that rings while on another call. Displays incoming call information on the phone screen.

For more information, refer to the Cisco Unified Communications System Guide, "Understanding Directory Numbers" chapter.

Caller ID

Displays caller identification such as a phone number, name, or other descriptive text on the phone screen.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter."

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Call Display Restrictions" chapter.

Caller ID Blocking

Allows users to block their phone numbers or e-mail addresses from displaying on phones that have caller identification enabled.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

Cisco Unified Communications Manager Administration Guide, "SIP Profile Configuration" chapter.

Cisco Call Back

Provides users with an audio and visual alert on the phone when a busy or unavailable party becomes available.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Cisco Call Back" chapter.

Cisco Unified Communications Manager Assistant

Enables managers and their assistants to work together more effectively by providing a call-routing service, enhancements to phone capabilities for the manager, and desktop interfaces that are primarily used by the assistant.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified CM Assistant Configuration Wizard" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified Communications Manager Assistant" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Cisco Unified Communications Manager Assistant With Proxy Line Support" and "Cisco Unified Communications Manager Assistant With Shared Line Support" chapters.

Conference

Allows a user to talk simultaneously with multiple parties by calling each participant individually. Conference features include Conference, Join, cBarge, and Meet-Me.

Allows a non-initiator in a standard (ad hoc) conference to add or remove participants; also allows any conference participant to join together two standard conferences on the same line.

For more information, refer to Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

The service parameter, Advance Adhoc Conference, (disabled by default in Cisco Unified Communications Manager Administration) allows you to enable these features.


Note Be sure to inform your users whether these features are activated.


Configurable call forward display

Allows you to specify information that appears on a phone when a call is forwarded. This information can include the caller name, caller number, redirected number, and original dialed number.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Directed Call Park

Allows a user to transfer an active call to an available directed call park number that the user dials or speed dials.

A Call Park BLF button indicates whether a directed call park number is occupied and provides speed-dial access to the directed call park number.

Note If you implement Directed Call Park, avoid configuring the Park softkey. This prevents users from confusing the two Call Park features.

For more information refer to Cisco Unified Communications Manager Features and Services Guide, "Call Park and Directed Call Park" chapter.

Do Not Disturb (DND)

When DND is turned on, no audible rings occur during the ringing-in state of a call.

You can configure the phone to have a softkey template with a DND softkey or a phone-button template with DND as one of the selected features.

The following DND-related parameters are configurable in Cisco Unified Communications Manager Administration:

Do Not Disturb—Choose Device > Phone > Phone Configuration.

DND Incoming Call Alert—Choose the type of alert to play on a phone for incoming calls when DND is active. This parameter is located on both the Common Phone Profile window and the Phone Configuration window (Phone Configuration takes precedence).

Include DND In BLF Status—Enables DND status to override busy/idle state.

Cisco Unified Communications Manager Features and Services Guide, "Do Not Disturb" chapter.

Extension Mobility Service

Allows a user to temporarily apply a phone number and user profile settings to a shared Cisco Unified IP Phone by logging into the Extension Mobility service on that phone.

Extension Mobility can be useful if users work from a variety of locations within your company or if they share a workspace with coworkers.

For more information, refer to:

Cisco Unified Communications Manager Features and Services Guide, "Cisco Unified Communications Manager Extension Mobility" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified Communications Manager Extension Mobility and Phone Login Features" chapter.

Fast Dial Service

Allows a user to enter a Fast Dial code to place a call. Fast Dial codes can be assigned to phone numbers or Personal Address Book entries.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Unified IP Phone Services Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phone Services" chapter.

Group call pickup

Allows a user to answer a call ringing on a phone in another group by using a group pickup code.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Pickup Group Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Call Pickup" chapter.

Hold

Allows the user to move a connected call from an active state to a held state.

Requires no configuration, unless you want to use music on hold. See "Music on Hold" in this table for information.

See also: "Hold Reversion" in this table.

Hold Reversion

Limits the amount of time that a call can be on hold before reverting back to the phone that put the call on hold and alerting the user.

Reverting calls are distinguished from incoming calls by a single ring (or beep, depending on the new call indicator setting for the line). This notification repeats at intervals if not resumed.

A call that triggers Hold Reversion also displays an animated icon in the call bubble and a brief message on the status line.

You can configure call focus priority to favor incoming or reverting calls.

For more information about configuring this feature, refer to Cisco Unified Communications Manager Features and Services Guide, "Hold Reversion" chapter.

Hunt Group

Provides load sharing for calls to a main directory number. A hunt group contains a series of directory numbers that can answer the incoming calls. When the first directory number in the hunt group is busy, the system hunts in a predetermined sequence for the next available directory number in the group and directs the call to that phone.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Hunt Group Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Immediate Divert

Allows a user to transfer a ringing, connected, or held call directly to a voice-messaging system.When a call is diverted, the line becomes available to make or receive new calls.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Immediate Divert" chapter

Immediate Divert—Enhanced

Allows users to transfer incoming calls directly to their voice messaging system or to the voice messaging system of the original called party.

For more information, refer to:

Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Call Park and Directed Call Park" chapter

Intercom

Allows users to place and receive intercom calls using programmable phone buttons. You can configure intercom line buttons to:

Directly dial a specific intercom extension.

Initiate an intercom call and then prompt the user to enter a valid intercom number.


Note If your user logs into the same phone on a daily basis using their Cisco Extension Mobility profile, assign the phone button template that contains intercom information to their profile, and assign the phone as the default intercom device for the intercom line.


Cisco Unified Communications Feature and Services Guide, Release 6.1, "Intercom chapter"

Cisco Unified Communications Feature and Services Guide, Release 6.1, "Cisco Extension Mobility" chapter"

Join Across Lines

(SCCP phones only)

Allows users to apply the Join feature to calls that are on multiple phone lines.

For more information:

See Softkey Template Configuration.

Refer to Cisco Unified Communications Manager System Guide, "Cisco Unified IP Phones" chapter.

Log out of hunt groups

Allows users to log out of a hunt group and temporarily block calls from ringing their phone when they are not available to take calls. Logging out of hunt groups does not prevent non-hunt group calls from ringing their phone.

For more information

See Softkey Template Configuration.

Cisco Unified Communications Manager System Guide, "Understanding Route Plans" chapter.

Meet-Me conference

Allows a user to host a Meet-Me conference in which other participants call a predetermined number at a scheduled time.

For more information refer to Cisco Unified Communications Manager Administration Guide, "Meet-Me Number/Pattern Configuration" chapter.

Message waiting indicator

A light on the handset that indicates that a user has one or more new voice messages.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Message Waiting Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Voice Mail Connectivity to Cisco Unified Communications Manager" chapter.

Mobile Connect

Enables users to manage business calls using a single phone number and pick up in-progress calls on the desktop phone and a remote device such as a cellular phone.

For more information, refer to the Cisco Unified Communications Manager Features and Services Guide, "Mobile Connect and Mobile Voice Access" chapter.

Recording Tone

Indicates whether a recording tone (often referred to as a beep tone) is enabled or disabled for the phone. If the recording tone option is enabled, the phone plays the beep tone in both directions of every call, regardless of whether the call actually gets recorded. The beep tone first sounds when a call is answered.

You should notify your users if you enable this option. Default: Disabled

This option is globally enabled using the Service Parameter Configuration page in Cisco Unified Communications Manager.

For more information, refer to the Cisco Unified Communications Manager Features and Services Guide, Monitoring and Recording" chapter.

Silent Monitoring

Allows a supervisor to silently monitor an active call. The supervisor cannot be heard by either party on the call. The user might hear an intermittent tone
(beep tone) during a call when it is being monitored.

Note The intercom feature is disabled when a call is being monitored or recorded.

For more information, refer to the Cisco Unified Communications Manager Features and Services Guide, "Monitoring and Recording" chapter.


Related Topics

Phone Button Template Modification

Softkey Template Configuration

Setting Up Services

About Configuring Corporate and Personal Directories

Phone Button Template Modification

Phone button templates enable you to assign features to line and speed dial buttons. You should modify templates before registering devices on the network. In this way, you can access customized template options from Cisco Unified Communications Manager during registration.

You modify a template from Device > Device Settings > Phone Button Template. You assign a template to a device on the Phone Configuration window (Phone Button Template field). For details, see the Cisco Unified Communications Manager Administration Guide and Cisco Unified Communications Manager System Guide at this URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

The default Cisco IP Communicator template uses buttons 1 and 2 for lines and assigns buttons 3 through 8 for speed dial numbers. You access other telephony features (such as call park, call forward, redial, hold, resume, voice messaging system, conferencing, and so on) by using Cisco IP Communicator softkeys.

Related Topics

Telephony Features Available for Cisco IP Communicator

Softkey Template Configuration

Setting Up Services

Softkey Template Configuration

By using Cisco Unified Communications Manager, you can manage softkeys associated with applications that are supported by Cisco IP Communicator. Cisco Unified Communications Manager supports two types of softkey templates: standard and nonstandard. An application that supports softkeys can have one or more standard softkey templates associated with it. You cannot modify standard softkey templates; you can modify only nonstandard templates.

You configure softkey templates from Device > Device Settings > Softkey Template. You assign a softkey template to a device on the Phone Configuration window (Softkey Template field). For details, see the Cisco Unified Communications Manager Administration Guide and the Cisco Unified Communications Manager System Guide at this URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

Related Topics

Telephony Features Available for Cisco IP Communicator

Phone Button Template Modification

Setting Up Services

Setting Up Services

Users can click the Services button on Cisco IP Communicator to access XML applications that enable the display of interactive content with text and graphics on the Cisco IP Communicator phone screen. Examples of services include local movie times, stock quotes, and weather reports. Before a user can access these services, you must perform this procedure.

Procedure


Step 1 Gather the URLs for the sites you want to set up, and verify that users can access those sites from your corporate IP telephony network.

Step 2 Configure available services:

In releases other than 4.x: Device > Device Settings > Phone Services

In release 4.x: Features > Cisco Unified IP Phone Services

For details, see Cisco Unified Communications Manager Administration Guide and Cisco Unified Communications Manager System Guide at this URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

Step 3 Verify that your users have access to the User Options web pages from which they can select and subscribe to configured services. For details that you must provide to users, see Appendix A, "Providing Information to Users About Cisco IP Communicator."

Step 4 Tell users to access the User Options web page through Cisco IP Communicator (right-click > Cisco User Options) and to subscribe to services.


Related Topics

Telephony Features Available for Cisco IP Communicator

Phone Button Template Modification

Softkey Template Configuration

About Configuring Corporate and Personal Directories

Through Cisco IP Communicator, users can search corporate and personal directories if you integrate Cisco Unified Communications Manager with a directory server and configure the Quick Search feature.

Directory Search Features

Cisco Unified Communications Manager Integration with a Directory Server

How to Configure Quick Search

Directory Search Features

Table 5-2 lists the directory search features that are supported by Cisco IP Communicator.

Table 5-2 Directory Search Features Supported by Cisco IP Communicator 

Search Feature
To Invoke...
Configuration Tasks

Corporate directory searches through the Directories button

Click the Cisco IP Communicator Directories button, or enter a shortcut (Ctrl + D), and then choose the directory from the phone screen menu.

If necessary, integrate Cisco Unified Communications Manager with a directory server; no additional configuration is required.

Corporate and personal directory searches through the Quick Search feature

Cisco IP Communicator (right-click > Quick Search), or enter a shortcut (Alt + K).

This feature is specific to Cisco IP Communicator.

Use the Cisco IP Communicator Directory Wizard to configure the Quick Search feature (and the Dialing Rules feature).

Users can create personal directories by subscribing to the Personal Address Book service from the User Options web page.

Personal directory searches through the Services button

Click the Cisco IP Communicator Services button, or enter a shortcut (Ctrl + R)1 , and then choose the Personal Address Book service from the phone screen menu.

Users create personal directories by subscribing to the Personal Address Book service from the User Options web page.

1 In all releases prior to Release 2.0, this keyboard shortcut is Ctrl + V


Related Topics

Cisco Unified Communications Manager Integration with a Directory Server

How to Configure Quick Search

Configuring Quick Search to Access a Personal Address Book with Windows-Based Cisco Unified Communications Managers

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Applying Dialing Rules to Quick Search Dialing

Cisco Unified Communications Manager Integration with a Directory Server

To allow searches against corporate and personal directories through the Cisco IP Communicator Directories button, integrate Cisco Unified Communications Manager with a directory server (if necessary). You might have already completed this task to support other phone devices in your network.

For details, see the Installing the Cisco Unified Communications Manager Customer Directory Configuration Plugin at this URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_installation_guides_list.html

This document guides you through the process of integrating Cisco Unified Communications Manager with Microsoft Active Directory and Netscape Directory Server.

Related Topics

Directory Search Features

How to Configure Quick Search

How to Configure Quick Search

Quick Search allows users to search one or more directories (corporate and personal address books) with a single search command.


Note Cisco IP Communicator cannot read the user information if anonymous bind is disabled in the Active Directory. Anonymous bind is disabled by default. For Cisco IP Communicator to download the user information for quick search you must enable the anonymous bind in Active Directory


You can set up Quick Search to function in these ways:

To apply to all devices in a Cisco Unified Communications Manager cluster or to access directories that exist on Cisco Unified Communications Manager

Use the Cisco IP Communicator Directory Wizard to configure Quick Search. The Directory Wizard creates an XML configuration file (LdapDirectories.xml) that tells Cisco IP Communicator which Lightweight Directory Access Protocol (LDAP) directories to search.

To apply to a specific Cisco IP Communicator device or to access directories that are external to Cisco Unified Communications Manager

Manually create a custom Quick Search configuration file that tells Cisco IP Communicator which LDAP directories to search.

Cisco IP Communicator downloads the LdapDirectories.xml file at startup and saves the list of specified LDAP directories. When a user invokes the Quick Search feature, Cisco IP Communicator searches the specified LDAP directories, stopping at the first directory where one or more matches are found. Therefore, if you specify two directories, and the search string is matched in the first directory, the second directory is not searched regardless of whether or not it contains matching entries.


Tip On the Cisco Unified Communications Manager Administration User Configuration window, make sure that the Telephone Number field shows the phone number for the user. The Quick Search feature displays this phone number in search results.


Configuring Quick Search by Using the Directory Wizard

Configuring Quick Search Manually with Windows-Based Cisco Unified Communications Managers

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Applying Dialing Rules to Quick Search Dialing

Configuring Quick Search to Access a Personal Address Book with Windows-Based Cisco Unified Communications Managers

Configuring Quick Search by Using the Directory Wizard

Use this procedure only if you are setting up Quick Search to access a personal or a corporate directory for all Cisco IP Communicator devices that exists on the Cisco Unified Communications Manager server. Otherwise, follow the procedure to configure Quick Search manually on a Windows-based Cisco Unified Communications Manager.

Before You Begin

Obtain the Cisco IP Communicator Administration Tool from this URL:

http://tools.cisco.com/support/downloads/pub/Redirect.x?mdfid=278468661.

It is located inside the zipped folder with your build.

From the Zip file:

For Windows-based Cisco Unified Communications Managers, obtain the Cisco IP Communicator Administration tool, which includes the Directory Wizard.

For Linux-based Cisco Unified Communications Managers, obtain the Directory Wizard tool (directorywizard. cop.sgn).

For Linux-based Cisco Unified Communications Managers, before running the Cisco Options Package (COP) installer, make sure to synchronize the LDAP directories so that the LDAPDirectories.xml and the LdapDialingRules.xml files are created correctly.

Run the Cisco IP Communicator Administration Tool on the Cisco Unified Communications Manager publisher to install the Directory Wizard. For Windows-based Cisco Unified Communications Managers, the tool installs DirectoryWizard.exe and LdapDirectories.README.txt in this folder: TFTPPath\Communicator.

Restrictions

Quick Search is supported when Cisco IP Communicator is integrated with Windows-based Cisco Unified Communications Manager Release 4.x.

Procedure for Linux-based Cisco Unified Communications Managers


Step 1 Install the COP file on the Linux-based Cisco Unified Communications Manager.

Step 2 In Cisco Unified Communications Manager Administration, navigate to Cisco Unified OS Administration and click Go.

Step 3 Enter your Administrator username and password.

Step 4 Choose Software Upgrades > Install/Upgrade to install the COP file.

Step 5 Follow the instructions from the online help.


Procedure for Windows-based Cisco Unified Communications Managers


Step 1 Launch the Cisco IP Communicator Directory Wizard (directorywizard.exe) from the program group or from the Cisco IP Communicator Administration Tool.

Step 2 Enter information as prompted. (See the Tips section that follows for help.)

Step 3 Restart the TFTP service by navigating to Cisco Unified Communications Manager Serviceability window and choosing Tools > Control Center).


Note You must restart the TFTP service after completing the Directory Wizard—both for new configurations and updates.


Based on the information that you entered, the Directory Wizard creates directory and/or Dialing Rules configuration files and stores these files in the appropriate location on the server so that Cisco Unified Communications Manager can access them.


Tips for Configuring Directory Wizard on Windows-based Cisco Unified Communications Manager

Directory Wizard prompts you to make decisions about user authentication. To help you make these decisions, see Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers.

You can use Directory Wizard to configure the Dialing Rules feature at the same time that you configure Quick Search, or you can do it at another time as a separate task. See Applying Dialing Rules to Quick Search Dialing.

The auto-detection feature in the Directory Wizard works only if you have installed and run Directory Wizard on the Cisco Unified Communications Manager publisher.

Typically, the Cisco Unified Communications Manager publisher is also the TFTP server where phone loads will be installed. If this is not the case, copy the LdapDirectories.xml and the LdapDialingRules.xml files to the TFTP server (after running the Directory Wizard on the Cisco Unified Communications Manager publisher.)

In the Cisco Unified Communications Manager Administration Phone Configuration window, if you leave the LDAP Server Information File field blank, Cisco IP Communicator users automatically use the configuration generated by the Directory Wizard (assuming configuration files are placed in the correct location).

Directory Wizard does not use any existing information that you entered but always creates new files. Therefore, make sure to back up your previous configuration if you want to access it again.

Users must restart Cisco IP Communicator before accessing the Quick Search feature.

Related Topics

Configuring Quick Search Manually with Windows-Based Cisco Unified Communications Managers

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Applying Dialing Rules to Quick Search Dialing

Configuring Quick Search Manually with Windows-Based Cisco Unified Communications Managers

You must manually create the Quick Search configuration file if either of these situations apply:

You want to apply special Quick Search configuration parameters to specific Cisco IP Communicator devices (not to all devices).

You want Quick Search to access a personal or corporate directory that is external to the Cisco Unified Communications Manager server.

Before You Begin

Obtain the Cisco IP Communicator Administration Tool from this URL:

http://tools.cisco.com/support/downloads/pub/Redirect.x?mdfid=278468661.

It is located inside the zipped folder with your build.

Run the Cisco IP Communicator Administration Tool on the Cisco Unified Communications Manager publisher to install the Directory Wizard. The tool installs DirectoryWizard.exe and LdapDirectories.README.txt in this folder: TFTPPath\Communicator.

Restrictions

Configuring Quick Search manually applies only to Windows-based Cisco Unified Communications Manager Release 4.x.

Procedure


Step 1 Open the LdapDirectories.README.TXT file from the Cisco IP Communicator program group.

Step 2 Follow the instructions in this example file to create a custom LdapDirectories.xml file.

Step 3 Store the file in a location relative to TFTPpath.

Step 4 Specify the filename and path in the Phone Configuration window (LDAP Server Information File field) of Cisco Unified Communications Manager Administration.

Step 5 Restart the TFTP service by navigating to the Cisco Unified Communications Manager Serviceability window, and by choosing Tools > Control Center.


Related Topics

Configuring Quick Search by Using the Directory Wizard

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Applying Dialing Rules to Quick Search Dialing

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Cisco Unified Communications Manager uses an LDAP directory to store authentication and authorization information. Authentication establishes the right of the user to access the system and identifies the telephony resources that a user is permitted to use, such as a specific telephone extension.

To configure Quick Search, you must decide how user authentication is going to work. (This is true whether you configure Quick Search through the Directory Wizard or through manual methods.)

These are your options:

Specify a global user ID and password (recommended).

This approach allows Quick Search to search corporate and personal directories even when the user does not specify any credentials in Cisco IP Communicator.

Do not specify a user ID or password.

With this approach, you must provide users with their user ID and password and tell them to enter this information in Cisco IP Communicator (right-click > Preferences > Directories tab). If user authentication credentials are not specified either in the Quick Search configuration file or the Directories tab, the feature will not function properly.

Implementation Tips

Do not use global credentials if any Cisco Unified Communications Manager user ID does not match the directory user ID. You specify the user ID in Cisco Unified Communications Manager Administration on the User Configuration window. This could be the case if you are using Microsoft Active Directory or Netscape with Cisco Unified Communications Manager.

Users should enter the credentials for the directory account of the directory that will be searched. If more than one directory will be searched, the credential information must be the same for all of the them.

Related Topics

Configuring Quick Search by Using the Directory Wizard

Configuring Quick Search Manually with Windows-Based Cisco Unified Communications Managers

Applying Dialing Rules to Quick Search Dialing

Applying Dialing Rules to Quick Search Dialing

The Cisco IP Communicator Dialing Rules feature applies pre-established dialing rules stored in Cisco Unified Communications Manager to Quick Search phone numbers. Before you can use the Cisco IP Communicator Dialing Rules feature, make sure that you set up dialing rules in your Cisco Unified Communications Manager cluster. You have these options:

Set up route patterns to apply to all methods of making a call.

A route pattern comprises a string of digits (an address) and a set of associated digit manipulations that route calls to a route list or a to gateway. Route patterns provide flexibility in network design. They work with route filters and route lists to direct calls to specific devices and to include, exclude, or modify specific digit patterns.

You configure route patterns as follows:

Releases other than 4.x: Call Routing > Route/Hunt > Route Pattern

Release 4.x: Route Plan > Route/Hunt > Route Pattern

Set up application dialing rules to apply to calls made by using an application like Cisco IP Communicator.

Application dialing rules automatically strip numbers from or add numbers to telephone numbers that the user dials. For example, the dial rules automatically add the digit 9 in front of a 7-digit telephone number to provide access to an outside line.

You configure application dialing rules as follows:

Releases other than 4.x: Call Routing > Dial Rules > Application Dial Rules

Release 4.x: Route Plan > Application Dial Rules

If you are using application dialing rules instead of a route pattern, you must set up a configuration file that tells Cisco IP Communicator where to find the dialing rules stored in Cisco Unified Communications Manager. To set up the Dialing Rules file, launch the Cisco IP Communicator Directory Wizard, and follow the relevant steps. The wizard can help you configure the Quick Search feature and Dialing Rules.


Tip Users must restart Cisco IP Communicator before dialing rules apply to Quick Search dialing.


For details about route plan options, see the Cisco Unified Communications Manager System Guide and the Cisco Unified Communications Manager Administration Guide at this URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

Related Topics

Configuring Quick Search by Using the Directory Wizard

Configuring Quick Search Manually with Windows-Based Cisco Unified Communications Managers

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Configuring Quick Search to Access a Personal Address Book with Windows-Based Cisco Unified Communications Managers

Personal Directory provides a personal address book that is stored in the Cisco Unified Communications Manager LDAP directory. Personal directory also provides these features:

Cisco Unified IP Phone Address Book Synchronizer—Allows users to synchronize Microsoft Outlook and Outlook Express address book entries with the directory in Cisco Unified Communications Manager.

Two Cisco Unified IP Phone services—The Personal Address Book service and the Personal Fast Dial service. From Cisco IP Communicator, a user can search and dial from the Personal Address Book service.

If properly configured, Quick Search searches against the Personal Address Book for the user first and against a corporate directory second. Quick Search stops at the first directory where it finds a match.

Procedure


Step 1 Configure Quick Search to integrate with personal directories.

Step 2 Create the service on the IP Phone Services Configuration window.

For details, see the Cisco Unified Communications Manager Administration Guide at this URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

Step 3 Tell users to subscribe to the Personal Address Book service in Cisco IP Communicator (right-click > Cisco User Options).

Step 4 Provide users with the directory username and password to enter in Cisco IP Communicator (right-click > Preferences > Directories tab). Users should enter the credentials for the directory account of the directory that will be searched. If more than one directory will be searched, the credential information must be the same for all of the them.

Step 5 For users who want to synchronize with Microsoft Outlook, provide the Cisco Unified IP Phone Address Book Synchronizer utility, and tell them to install it. You obtain the software as follows:

For releases other than 4.x: Application > Plugins > Cisco Unified IP Phone Address Book Synchronizer

For release 4.x: Application > Install Plugins > Cisco Unified Communications Manager Address Book Synchronizer

Step 6 Use the URL to download the software.


Related Topics

Configuring Quick Search by Using the Directory Wizard

Specifying User Authentication Information for Quick Search with Windows-Based Cisco Unified Communications Managers

Appendix A, "Providing Information to Users About Cisco IP Communicator"