Cisco CallManager System Guide, Release 3.1(2)
Managing User Directory Information

Table Of Contents

Managing User Directory Information

How Cisco JTAPI Uses the Directory

Searching the Global Directory

Using Basic Search

Using Advanced Search

Adding a User

Application Profiles

Device Association

Auto Attendant

Extension Mobility

SoftPhone

Managing User Directory Configuration Checklist

Where to Find More Information


Managing User Directory Information


The User option in the Cisco CallManager Administration allows the administrator to add, search, display, and maintain information about Cisco CallManager users. This chapter describes the options for managing user directory information.

Refer to the "Adding a New User" section of the Cisco CallManager Administration Guide for more procedures on adding users and configuring application profiles.

Refer to the "Searching the Global Directory" section of the Cisco CallManager Administration Guide for procedures on searching for users and updating information on existing users.

This chapter includes the following topics:

How Cisco JTAPI Uses the Directory

Searching the Global Directory

Adding a User

Application Profiles

Managing User Directory Configuration Checklist

Where to Find More Information

How Cisco JTAPI Uses the Directory

Cisco Java Telephony Applications Programming Interface (JTAPI) uses the directory to determine which devices it can control and provides an interface method for getting the Media Access Control (MAC) address of the calling party, such as a user initiating the Extension Mobility Login.

After you install Cisco JTAPI, you have access to the Cisco CallManager directory. The directory stores parameters that initialize JTAPI, user profiles, application logic, and network-specific configuration information, such as the location of network resources and system administrator authentication.

Searching the Global Directory

The Global Directory for Cisco CallManager contains every user within a Cisco CallManager directory. Cisco CallManager uses Lightweight Directory Access Protocol (LDAP) to interface with a directory that contains user information.

You can access the Global Directory by using either a basic or an advanced user search.

Refer to the "Searching the Global Directory" section of the Cisco CallManager Administration Guide for procedures on searching for users and updating information on existing users.

For a description on adding a new user, see "Adding a User" section.

Related Topics:

Using Basic Search

Using Advanced Search

Using Basic Search

The Basic User search utility searches the first name, last name, and user ID fields for matches of any substring that you enter as search criteria. For example, if you enter "li" in the search field, the search results would include users whose first name, last name, or user ID match that substring, as indicated in the following list:

Last Name
First Name
User ID

Johnson

Charlie

cjohnson

Ni

Liang

lni

Collins

Manny

mcollins

Lin

Mike

michaell

Ivey

Gabriel

Gabrieli


If you enter two or more substrings separated by spaces, the search will look for matches of any of the substrings in any of the three search fields.

The following procedure contains information about how to use the Global Directory Basic User Search engine.

Using Advanced Search

The Advanced User Search utility has a built-in Boolean logic to perform more complex searches. You can enter search criteria using the following fields:

First Name

Last Name

User ID

Department Number

If you enter two or more names or substrings separated by spaces in any one field, the search will interpret the request with the OR relationship operator and will look for matches where any of your specified criteria is true. For example, if you enter "john jerry," the search will return all users whose first names are John or Jerry.

If you enter a substring in two or more search fields, the search will interpret the request with the AND relationship operator and look for matches where all criteria are true. For example, if you enter "Ling" for first name and "Chu" for last name, the search will return the user named Ling Chu.


Tips Use ORs with multiple entries in a single field and ANDs across fields. For example, if you enter

First Name: john jane
Last Name: jones smith
UserID: jjones jsmith

The search will be for (firstname="john" OR "jane") AND lastname="jones" OR "smith") AND (userid="jjones" OR "jsmith").


Adding a User

Generally, completing user information is optional; the devices function whether or not you complete this information. However, Directory Services, Cisco WebAttendant, and the Cisco IP Phone User Options windows also access information that you enter here. If you want to provide these features to your users, you must complete the information in the User Information window for all users and their directory numbers and also for resources such as conference rooms or other areas with phones (this is useful for Cisco WebAttendant).

Refer to the "Adding a New User" section in the Cisco CallManager Administration Guide for more procedures on adding users and configuring application profiles

Application Profiles

After you add a new user, options in the Application Profile section of the User Information window in the Cisco CallManager Administration allow you to configure the user profile. These profiles allow each user to personalize phone features, mobility, and Cisco IP SoftPhone capability.

For information on configuring Application Profiles for users, refer to the "Configuring Application Profiles" section of the Cisco CallManager Administration Guide.

Device Association

Associating devices to a user gives the user control over specified devices. Users control some devices, such as phones. Applications that are identified as users control other devices, such as CTI ports. When users have control of a phone, they can control certain settings for that phone, such as speed dial and call forwarding.

The User Device Assignment window comprises a device filter section and a list of available devices.

Available Device List Filters

The device filter allows you to limit your list of devices by entering search criteria based on all or part of the device name, description, or directory number. To limit the list of available devices to a specific selection, enter the criteria by which you want to search using the following methods:

Choose device name, description, or directory number.

Choose the comparison operator.

Enter a text or number entry.

For example, to list all extensions that begin with `5', you would choose `Directory Number' `begins with' and then enter 5 in the text box.

Available Devices

Once you have specified the search criteria to display devices, all matching available devices appear in the Available Devices list. The list displays in groups of 20 devices; you can be navigate the list using the buttons at the bottom of the window. You can page through the device list by clicking First, Previous, Next, and Last, or you can jump to a specific window by entering the page number in the window entry box and then clicking Page.

If you are modifying the device assignment for an existing user, the devices previously assigned to that user appear in a group at the beginning of the device list.

You can associate one or more devices to the user by checking the checkbox next to that device. If a device has multiple extensions associated with it, each line extension appears in the list. You need to choose only one line extension to choose all the lines associated with that device.

To assign devices to a user, you must access the User Information window for that user. See the "Searching the Global Directory" section for information on accessing information on existing users.

Auto Attendant

The Automated Attendant (AA) service answers incoming calls and prompts the caller for a user name or extension. The AA scans the directory for a match to resolve the user name or extension and transfers the caller to the appropriate endpoint.

The AA service requires a unique telephone keypad numerical representation of each user name. The mapping generates after you add a new user. The representation comprises an alphabetical mapping of the last name, first name, and the middle initial (LastFirstM) to corresponding keys on the telephone. Subsequently, AA checks the number against the number representations of all the existing users in the user table.

If the number is unique, AA then uses it to find the least number of digits required to identify a user. Otherwise, if a same name or same numerical mapping occurs, a prompt returns indicating a duplicate key. At this point, you can either change the user name (through nicknames or removal of middle initials) or allow duplicates.

Extension Mobility

Extension Mobility allows a user to configure a Cisco IP Phone 7940 or Cisco IP Phone 7960 to appear as that user phone temporarily. The user can log in to a phone, and the user extension mobility profile (including line and speed-dial numbers) resides on the phone. This feature applies primarily in environments where users are not permanently assigned to physical phones.

The workflow engine provides the center of the login processing. The workflow engine makes user and device information that is sent to it via DTMF and JTAPI available within the workflow.

User device profiles support the Extension Mobility feature. The User Device Profile includes the following information:

Name

Description

Phone template

Add-on modules

Directory numbers

Device-subscribed services

Speed-dial information

An authentication scheme authenticates the user. The workflow engine sends an XML string through an HTTP post request to the Login Service. The string contains the following items:

User name and password of the login application

Device name based on the MAC address of the device on which the user wants their profile to reside

A dialog prompt appears on the device of the user.

The workflow engine also provides the logout process. The workflow engine receives the device name via JTAPI. The workflow engine sends a logout request to the login service, and the user receives a dialog prompt on the device.

SoftPhone

You can associate a device (line) to a user as a Cisco IP SoftPhone. This will enable the user to use their desktop PC to place and receive telephone calls and to control an IP telephone.

Include the IP Address or host name in the Associated PC field.

For more information, refer to the Cisco IP SoftPhone Administrator Guide.

Managing User Directory Configuration Checklist

Configuration Steps
Related procedures and topics

Step 1 

Search for user in the Global Directory.

Searching the Global Directory, Cisco CallManager Administration Guide

Step 2 

Add user.

Adding a New User, Cisco CallManager Administration Guide

Step 3 

Configure the application profiles.

Adding a New User, Cisco CallManager Administration Guide

Device Profile Configuration, Cisco CallManager Administration Guide

Step 4 

Add a Conf button for Ad Hoc or MMConf button for the Meet-Me conference to the phone templates, if needed.

You only need to do this for older Cisco IP Phone 12 SP, 12 SP+, and 30 VIP phones.

Modifying Phone Button Templates, Cisco CallManager Administration Guide

Step 5 

Notify users of the features that they have available for use.

Refer to the phone documentation for instructions on how users access various features on the Cisco IP phone.

Where to Find More Information

Related Topics

Device Profile Configuration, Cisco CallManager Administration Guide

Phone Button Template Configuration, Cisco CallManager Administration Guide

Cisco IP Phone Configuration, Cisco CallManager Administration Guide

Cisco WebAttendant Configuration, Cisco CallManager Administration Guide

Conference Bridge Configuration, Cisco CallManager Administration Guide

Additional Cisco Documentation

Cisco IP SoftPhone Administrator Guide

Cisco IP SoftPhone User Guide

Cisco IP Phone user documentation and release notes (all models)