Table Of Contents
Installing and Using Cisco Phone Control and Presence 7.0 with IBM Lotus Sametime
Installing the Cisco Phone Control and Presence Plug-in
How to Configure the Plug-in
Configuring the Plug-in to Control Your Desk Phone
Configuring the Plug-in to Dial Using Cisco IP Communicator
Configuring the Plug-in to Display Phone Availability
How To Use the Plug-in
Making Calls from Sametime Connect
Answering Calls from Sametime Connect
Working with Calls Already in Progress
Making Conference Calls from Sametime Connect
Uninstalling the Plug-In
Where to Find More Documentation
Quick Start Guide
Installing and Using Cisco Phone Control and Presence 7.0 with IBM Lotus Sametime
Revised: June 25, 2008, OL-16416-01
1 Installing the Cisco Phone Control and Presence Plug-in
If your administrator has not configured the system to install the plug-in automatically, use the procedure in this section to install the plug-in directly from the Sametime Connect client.
Before You Begin
•
Verify that your operating system is Windows Vista or Windows XP SP2.
•Verify that you have at least 20 MB of free disk space.
•You must install Sametime Connect 7.5.1 with Cumulative Fix 1 (CF1) or later before you install the Cisco Phone Control and Presence Plug-in. To determine which Sametime Connect version you are using, from the Sametime Connect main window, select Help > About Sametime Connect. If the build is not 2007-07-17-08.20 or later, uninstall Sametime Connect by using Windows Add/Remove Programs, and install a supported version.
•Obtain the URL for the update site hosting the plug-in. Your administrator should provide this information.
Procedure
Step 1 Log in to Sametime Connect.
Step 2 Select Tools > Plug-Ins > Install Plug-Ins on the Sametime Connect window.
Step 3 Select Search for new features to install.
Step 4 Click Next.
Note For the next step, Cisco recommends selecting only one update site.
Step 5 If you have an update site previously set up for the URL that your administrator provided for the plug-in, select that update site, and skip to Step 8. Otherwise, perform the applicable step to add an update site:
–For Sametime Connect 8.0, click Add Remote Location.
–For Sametime Connect 7.5.1, click New Remote Site.
Step 6 Perform the following steps on the New Update Site window:
–Enter an identifying name for this update site. For example, use Cisco Phone Control.
–In the URL field, enter the complete URL address for the update site hosting the plug-in. If you do not have this information, ask your administrator.
Step 7 Click OK.
Step 8 Click Finish on the Install window.
Step 9 Expand the update site tree until you see the Cisco Phone Control and Presence plug-ins in the Updates window.
Step 10 Check the feature check box for the version of Sametime Connect that you are running. For example, if you are running Sametime Connect 8.0, check Cisco Phone Control and Presence with Lotus Sametime 8.0.0 Feature 7.0.1.[Plug-in version].
Step 11 Check Cisco Phone Control and Presence with Lotus Sametime Configuration 7.0.1.[Plug-in version].
Step 12 Click Next.
Step 13 Accept the license agreement.
Step 14 Click Finish to complete the installation.
Step 15 If a feature verification warning appears, click Install All.
Step 16 When the installation is complete, click Yes to restart Sametime Connect.
Troubleshooting Tips
If you select the plug-in feature component for multiple versions of Sametime Connect, an error message appears, and you cannot continue with the installation. To fix the problem, uncheck the check box for the feature that is not compatible with your version of Sametime Connect.
2 How to Configure the Plug-in
Your configuration tasks depend on which features your administrator enables with the plug-in installation package.
•Configuring the Plug-in to Control Your Desk Phone
•Configuring the Plug-in to Dial Using Cisco IP Communicator
•Configuring the Plug-in to Display Phone Availability
Configuring the Plug-in to Control Your Desk Phone
With the Control Desk Phone option, you can make calls, answer calls, and manage calls already in progress in Sametime Connect. Sametime Connect uses the phone that you specify to control the call.
Before You Begin
•Check with your administrator whether your system supports this feature.
•You cannot configure the plug-in to use the Control Desk Phone and the Dial Using Cisco IP Communicator options at the same time.
Procedure
Step 1 Log in to Sametime Connect.
Step 2 Choose File > Preferences on the Sametime Connect window.
Step 3 Expand Cisco in the left pane.
Step 4 Click Phone.
Step 5 Click the Phone Control tab.
Step 6 Select Control Desk Phone.
Step 7 If the Username and Password fields are blank, enter your Cisco Unified Communications Manager user name and password.
Step 8 If the Server field is blank, enter the name or IP address of your Cisco Unified Communications Manager server. If you do not have this information, ask your administrator.
Typically, administrators set the Server field when they prepare the plug-in for installation.
Step 9 If the Voicemail Pilot Number field is blank, enter your voicemail pilot number. If you do not have this information, ask your administrator.
Typically, administrators set the Voicemail Pilot Number field when they prepare the plug-in for installation.
Step 10 Click Search for Phones.
Step 11 Highlight the device for the plug-in to control in the list of available phones.
Note If you have Cisco IP Communicator, you can select it instead of a desk phone.
Step 12 Optionally, click Edit Phone Name, and provide a unique user-friendly display name for the device.
Step 13 Click Control this Phone.
Step 14 Click Apply.
Step 15 Click the Directory Service tab.
Step 16 If any of the fields are blank, ask your administrator for information and instructions to configure these settings.
Typically, administrators set these fields when they prepare the plug-in for installation.
Step 17 Click Apply or OK.
Troubleshooting Tips
•If the Phone Control tab is missing, your administrator may have disabled this feature.
•If your phones do not display in the list of available devices to control, ensure that:
–your user name and password, and Cisco Unified Communications Manager server are correct
–Control Desk Phone is selected
•For the Control Desk Phone option to work, the plug-in must be connected to Cisco Unified Communications Manager. To check the connection, click the Cisco > Phone > Troubleshooting tab in Preferences, and verify the status of the Desk Phone Control Server.
•Directory services help the plug-in to display the correct information about contacts. For directory services to work, the plug-in must be connected to the directory server. To check the connection, click the Cisco > Phone > Troubleshooting tab in Preferences, and verify the status of the LDAP Server.
Configuring the Plug-in to Dial Using Cisco IP Communicator
With the Dial Using Cisco IP Communicator option, you can make calls from Sametime Connect. When you place a call, Sametime Connect sends the number to Cisco IP Communicator, where you manage the call. You cannot answer calls or make conference calls from Sametime Connect.
Before You Begin
•Check with your administrator whether your system supports this feature.
•You cannot configure the plug-in to use both the Dial Using Cisco IP Communicator and the Control Desk Phone options at the same time.
Procedure
Step 1 Log in to Sametime Connect.
Step 2 Choose File > Preferences on the Sametime Connect window.
Step 3 Expand Cisco in the left pane.
Step 4 Click Phone.
Step 5 Click the Phone Control tab.
Step 6 Select Dial Using Cisco IP Communicator.
Step 7 Click Apply or OK.
Troubleshooting Tips
If the Phone Control tab is missing, your administrator may have configured the installation program to enable this feature automatically.
Configuring the Plug-in to Display Phone Availability
The plug-in can show the phone availability of your contacts. With this feature, an off-hook icon appears next to a contact name when that phone is in use.
Your administrator may have configured the installation program to enable this feature automatically. Otherwise, complete the following procedure.
Before You Begin
Check with your administrator to see if your system supports this feature.
Procedure
Step 1 Log in to Sametime Connect.
Step 2 Choose File > Preferences on the Sametime Connect window.
Step 3 Expand Cisco in the left pane.
Step 4 Click Phone.
Step 5 Click the Phone Status tab.
Step 6 If the Username and Password fields are blank, enter your user name and password for Cisco Unified Presence.
Step 7 If the Server field is blank, enter the name or IP address of the Cisco Unified Presence server. If you do not have this information, ask your administrator.
Typically, administrators set the Server field when they prepare the plug-in for installation.
Step 8 Click Apply or OK.
Troubleshooting Tips
•If the Phone Status tab is missing, your system may not have Cisco Unified Presence or your administrator may have disabled this feature.
•To see phone availability of contacts, the plug-in must be connected to the Cisco Unified Presence servers. To check the connections, click the Cisco > Phone > Troubleshooting tab in Preferences, and verify the status of the Cisco Unified Presence logon server and the Cisco Unified Presence subscription server.
3 How To Use the Plug-in
•Making Calls from Sametime Connect
•Answering Calls from Sametime Connect
•Working with Calls Already in Progress
•Making Conference Calls from Sametime Connect
Making Calls from Sametime Connect
The plug-in allows you to dial a contact from your Sametime Connect Contacts list or from a chat session, to call back a voice mail sender from the voice mail pane (if you have the voice mail plug-in), or to dial any number as you would from your usual phone.
To...
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Do This
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Call someone from the Sametime Connect Contacts list or from a chat window.
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Right-click a contact, and choose Phone Call > [Phone number]. Alternatively, click the phone icon on the tool bar, and choose [Phone number].
If the phone number is not displayed in the list, choose Add/Edit Phone Number, to enter it manually.
If you have phone status configured, off-hook phone icons appear for contacts whose phones are currently in use.
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Return a call from the voicemail pane.
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Right-click a message, and choose Phone Call > [Phone number].
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Call any number.
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Enter the number in the search field of the Sametime Connect window, and select Dial: [Phone number].
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Answering Calls from Sametime Connect
Note If you configured the plug-in to use the Dial Using Cisco IP Communicator option, this section does not apply. Refer to the applicable Cisco IP Communicator user guide for information about answering calls. The guide is available at http://cisco.com/en/US/products/sw/voicesw/ps5475/products_user_guide_list.html.
If you configured the plug-in to use the Control Desk Phone option, a tone and a pop-up window will alert you to an incoming call. The window displays the identity of the caller, including a business card, if available.
To...
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Do This
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Answer the call.
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Click Answer at the bottom of the call alert window.
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Send the call directly to voice mail.
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Click Send to Voicemail at the bottom of the call alert window.
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Start a Sametime Connect chat with the caller.
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Double-click the business card on the call alert window.
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Troubleshooting Tips
For the voice mail option to work, you must configure your voicemail pilot number correctly on the Cisco > Phone Control tab in your preferences.
Working with Calls Already in Progress
Note If you configured the plug-in to use the Dial Using Cisco IP Communicator option, this section does not apply. Refer to the applicable Cisco IP Communicator user guide for information about working with calls already in progress. The guide is available at http://cisco.com/en/US/products/sw/voicesw/ps5475/products_user_guide_list.html.
If you configured the plug-in to use the Control Desk Phone option, you manage calls that you make or answer in Sametime Connect by using a conversation window.
To...
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Do This
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Place the call on hold.
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Click  .
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Resume the call.
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Click  .
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End the call.
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Click  , or close the conversation window.
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Start a Sametime chat session with the other party.
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If there is a business card in the conversation window, double-click it. Otherwise, you must start the chat session in the usual way from the main window.
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Merge calls already in progress into a conference call.
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Click  . If you have more than two calls in progress, a menu appears, allowing you to select which of the calls to include. The menu identifies each call by conversation window title.
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See a list of participants if you are on a conference call.
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Click  .
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Place a call to another party.
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Click  , and enter the number to dial.
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Troubleshooting Tips
You cannot merge calls that include the same party. For example, if you are in two conference calls that both include party A, merging the conference calls will fail.
Making Conference Calls from Sametime Connect
Note If you configured the plug-in to use the Dial Using Cisco IP Communicator option, this section does not apply. Refer to the applicable Cisco IP Communicator user guide for information about how to make conference calls. The guide is available at http://cisco.com/en/US/products/sw/voicesw/ps5475/products_user_guide_list.html.
If you configured the plug-in to use the Control Desk Phone option, you make conference calls from Sametime Connect by selecting multiple contacts before dialing or by merging calls that are already in progress.
When you select contacts before dialing, the plug-in dials each contact one at a time and shows the sequence of connections in a separate window. When the status of a participant is "connected," you click "Add to Conference" to include the participant. If a call transfers to voicemail, click "Disconnect this Person" to continue dialing the next participant.
To...
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Do This
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Start a conference call from the Sametime Connect Contacts list or from a chat window
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Select multiple contacts, right-click to open the context menu, and choose Phone Call > Conference. Alternatively, select the contacts, and click the phone button on the tool bar.
If you have phone status configured, off-hook phone icons appear for contacts whose phones are currently in use.
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Merge calls already in progress into a conference call
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Click in the Conversation window, and select the calls to merge.
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Start a conference call from a multi-participant chat
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Select the participants and click the phone button on the chat tool bar.
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4 Uninstalling the Plug-In
You can uninstall the plug-in from Sametime Connect.
Procedure
Step 1 From the Sametime Connect window, choose Tools > Plug-Ins > Manage Plug-ins.
Step 2 Select the Cisco Phone Control and Presence feature in the left pane of the Product Configuration window.
Step 3 Right-click the feature, and select Uninstall.
Step 4 Click OK to confirm the uninstall.
Step 5 Click No when prompted to restart Sametime Connect.
Step 6 Select the Cisco Phone Control and Presence configuration component.
Step 7 Right-click the configuration component, and select Uninstall.
Step 8 Click OK to confirm the uninstall.
Step 9 Click Yes when prompted to restart Sametime Connect.
5 Where to Find More Documentation
For information about how to use Cisco IP Communicator, see the applicable user guide at http://cisco.com/en/US/products/sw/voicesw/ps5475/products_user_guide_list.html.
For information about how to use the Cisco Unity Plug-in for Sametime Connect, see the applicable user guide at http://www.cisco.com/en/US/products/ps9830/products_user_guide_list.html.
