Table 3-1 Configuration Overview Checklist
Configuration Steps
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Procedures and related topics
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Step 1
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Install the Cisco Unified Communications Manager software on one server. This server, which acts as the database server, represents the first node.
Before installing any subsequent servers, always define the node in Server Configuration of Cisco Unified Communications Manager Administration. Security purposes require this action.
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Installing Cisco Unified Communications Manager Release 8.0(2)
Server Configuration, Cisco Unified Communications Manager Administration Guide
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Step 2
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Install the Cisco Unified Communications Manager software on each subsequent server.
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Server Configuration, Cisco Unified Communications Manager Administration Guide
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Step 3
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Activate services, as required, on the first node.
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Cisco Unified Serviceability Administration Guide
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Step 4
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Configure system-level settings:
• Cisco Unified Communications Managers (Be aware that some Cisco Unified Communications Manager-specific elements, such as enabling of auto-registration and establishing a starting directory number [DN], are required.)
• Cisco Unified Communications Manager groups
• Date/time groups
• Regions
• Softkey templates (Softkey templates represent a required field in device pool configuration, but they offer standard template options as well.)
• Device defaults
• Enterprise parameters
• Locations
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System-Level Configuration Settings, page 5-1
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Step 5
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Design and configure your dialing plan:
• AAR Group
• Application Dial Rules (optional, used by Cisco Unified Communications Manager Assistant and Cisco Web Dialer)
• Partitions
• Calling search spaces
• Route filters
• Route groups and line groups
• Route and hunt lists
• Route patterns (If you want to assign route patterns to gateways, you need to create gateways prior to configuring the route pattern for those gateways.)
• Translation patterns
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Partitions and Calling Search Spaces, page 14-1
Understanding Route Plans, page 16-1
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Step 6
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Configure media resources:
• Conference bridges
• Transcoders
• Annunciator
• Media termination points
• Music on hold audio sources
• Music on hold servers
• Media resource groups
• Media resource group lists
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Media Resource Management, page 22-1
Media Resource Group Configuration, Cisco Unified Communications Manager Administration Guide
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Step 7
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Configure device pool settings:
• Cisco Unified Communications Manager group
• Date/Time group
• Regions
• Softkey template
• SRST reference
• Calling Search Space for Auto-registration
• Media Resource Group List
• Network Hold MOH Audio Source
• User Hold MOH Audio Source
• Network Locale
• User Locale
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Device Pool Configuration, Cisco Unified Communications Manager Administration Guide
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Step 8
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Install and configure one of the following voice-messaging systems:
• External (non-Cisco) voice-messaging system
• Cisco Unity voice-messaging system
• Cisco Unity Connection voice-messaging system
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SMDI Voice Mail Integration, page 30-1
Administration documentation for Cisco Unity
Administration documentation for Cisco Unity Connection
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Step 9
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Configure meet-me numbers/patterns.
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Meet-Me Number/Pattern Configuration, Cisco Unified Communications Manager Administration Guide
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Step 10
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Configure message-waiting numbers.
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Message Waiting Configuration, Cisco Unified Communications Manager Administration Guide
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Step 11
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Configure features such as
• Call park/Directed call park
• Call pickup, group call pickup, other group pickup, directed call pickup, and busy lamp field (BLF) call pickup
• Barge
• Immediate Divert
• Cisco Unified IP Phone services
• Cisco Extension Mobility
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Configuring Call Park, Cisco Unified Communications Manager Features and Services Guide
Call Pickup, Cisco Unified Communications Manager Features and Services Guide
Barge and Privacy, Cisco Unified Communications Manager Features and Services Guide
Configuring Immediate Divert, Cisco Unified Communications Manager Features and Services Guide
Cisco Unified IP Phone Services, page 35-1
Cisco Extension Mobility, Cisco Unified Communications Manager Features and Services Guide
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Step 12
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Install and configure the gateways.
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Understanding Cisco Unified Communications Manager Voice Gateways, page 38-1
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Step 13
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Add end users through Cisco Unified Communications Manager Administration (when synchronization with an LDAP server is not enabled).
Manage credentials for end users.
Create Cisco Unity Connection voice mailboxes.
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End User Configuration, page 113-1
User Moves, Adds, and Changes Guide for Cisco Unity Connection
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Step 14
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Configure and install the phones; then, associate users with the phones. Also, configure phone button templates and softkey templates.
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Cisco Unified IP Phones, page 42-1
Understanding the Directory, page 19-1
End User Configuration, page 113-1
Phone Button Template Configuration, Cisco Unified Communications Manager Administration Guide
Softkey Template Configuration, Cisco Unified Communications Manager Administration Guide
Administration documentation for Cisco Unified IP Phones
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Step 15
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Enable computer telephony integration (CTI) application support; then, install and configure the desired CTI applications.
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Computer Telephony Integration, page 44-1
Documentation provided with your application
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