Cisco Unified Communications Manager Features and Services Guide, Release 9.1(1)
IM and Presence
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IM and Presence

You enable the IM and Presence service on Cisco Unified CM to give users instant messaging and presence capabilities. This feature allows administrators to:

  • Easily enable end users for IM and Presence from Cisco Unified Communications Manager via a single checkbox
  • Set up unified communications (UC) services, such as voicemail, mailstore, conferencing, and CTI
  • Set up service profiles for UC services
  • Assign users to service profiles with specified UC services
  • Select line appearances for users and enable them for presence
  • Associate directory numbers and devices to a user from the End User setup window.

This chapter contains the following topics:

IM and Presence installation considerations

To add the IM and Presence service to your deployment, you must install and configure one or more IM and Presence servers when you install a Cisco Unified CM cluster.

To install an IM and Presence server, see the IM and Presence installation section in Installing Cisco Unified Communications Manager, Release 9.0(1).

Upgrade

This section contains the steps to upgrade Unified CM and IM and Presence properly. Depending on your server setup, you can perform a standard or refresh upgrade.

Software version restrictions

Cisco Unified Communications Manager (Unified CM) and IM and Presence Service software versions must have the same major and minor release number. Major and minor release numbers are defined as follows:

9.x.y

where 9 = major release number, x = minor release number and y = maintenance release number.

For example, IM and Presence Release 9.0.2.10000-4 is compatible with Unified CM Release 9.0.12.30000-2, but it is not compatible with Unified CM Release 9.1.1.10000-3. Similarly, Unified CM Release 8.6.2.10000-6 is not compatible with IM and Presence Release 9.0.1.10000-9.

The software version of subsequent IM and Presence nodes that you upgrade must match all five version numbers of the first IM and Presence node that you upgraded.


Note

You cannot upgrade IM and Presence unless the upgraded release of Unified CM is already installed on the active or inactive partition. You must upgrade Unified CM before you can upgrade IM and Presence to the matching version.


Caution

If you use Platform Administrative Web Services (PAWS) Management to upgrade IM and Presence, do not attempt to upgrade and reboot to the current IM and Presence release if the active partition on Unified CM is running an incompatible software version. If you do, the upgrade will fail, as expected, but the failure will not be reported until near the end of the upgrade process. You will also experience system downtime when the system reboots.

The delayed upgrade failure notification applies only to upgrades that are performed with PAWS Management. If you perform the upgrade through Cisco Unified IM and Presence Operating System Administration or through the CLI, the upgrade failure notification is displayed at the beginning of the upgrade.

Upgrade order


Note

The order in which you upgrade Unified CM and IM and Presence is very important.

Standard upgrade order
The following upgrade paths are standard upgrades:
  • Unified CM Release 8.6.x to Unified CM Release 9.0(1)
  • Cisco Unified Presence Release 8.6(4) to IM and Presence Service Release 9.0(1)

For standard upgrades, you must perform the upgrades in the following order:

  1. Upgrade the Unified CM publisher node.
  2. Upgrade the IM and Presence publisher node and the Unified CM subscriber nodes.
  3. Upgrade the IM and Presence subscriber nodes.
  4. Switch versions on the Unified CM publisher node.
  5. Switch versions on the IM and Presence publisher node and Unified CM subscriber nodes.
  6. Switch versions on the IM and Presence subscriber nodes.
Refresh upgrade order
The following upgrade paths are refresh upgrades:
  • Unified CM Release 8.5 and earlier to Unified CM Release 9.0(1)
  • Cisco Unified Presence Release 8.6(3) and earlier to IM and Presence Service Release 9.0(1)

For refresh upgrades, you must perform the upgrades in the following order:

  1. Upgrade the Unified CM publisher node
  2. Switch versions on the Unified CM publisher node.
  3. Upgrade the IM and Presence publisher node and the Unified CM subscriber nodes.
  4. Switch versions on the IM and Presence publisher node and Unified CM subscriber nodes.
  5. Upgrade the IM and Presence subscriber nodes.
  6. Switch versions on the IM and Presence subscriber nodes.

Note

Refresh upgrades for Unified CM are described in the topic "Software upgrade process overview" in the Upgrade Guide for Cisco Unified Communications Manager, Release 9.0(1).

IM and Presence for end users

When you set up IM and Presence in Cisco Unified Communications Manager Administration, you enable presence capability for an end user, which includes presence licensing, the provisioning of UC services and service profiles that are assigned to the end user.

After you set up the servers, you must complete the following tasks:
  1. Enable the IM and Presence service for end users in Cisco Unified CM:
    • For a pre-existing user, from the end user configuration window: User Management > End User
    • From the Bulk Administration Tool (BAT):
      • For a set of pre-existing users from Bulk Administration > Users > Update Users
      • For new users inserted via BAT from Bulk Administration > Users > User Template, then Bulk Administration > Users > Insert Users
    • The Bulk Administration Tool, for administering multiple users: Bulk Administration > Users > User Template
    • A feature group template: User Management > User/Phone Add > Feature Group Templates

      Note

      You assign an IM and Presence configured feature group template to a user via the quick user/phone add window: User Management > User/Phone Add > Quick User/Phone Add

  2. Create a UC service for IM and Presence, and include that UC service in either the system-wide default service profile you created, or in other service profiles that are individually associated to end users.

For more information about how to configure end users for IM and Presence, see the UC Services and Service Profiles sections in Cisco Unified Communications Manager Administration Guide, Release 9.0(1).

Directory UC services for presence

Cisco Unified CM allows you to set up the directory UC service and service profile. You use this feature for directory search presence and contact add functionality from the IM and Presence-enabled clients.

There are three directory options:

User data service (UDS)

User data service is a service that provide access to user informatin stored in the Cisco Unified CM back-end storage. You can access this directory option from the User Management > User Settings > Service Profile menu path.

Enhanced Directory UC service
Enhanced Directory is a product type for the Directory UC service that is used when a client is able to determine directory setup and mappings from the desktop device by default.

Note

If the defaults need to be changed, then a customer TFTP file must be loaded on Cisco Unified CM. See more information in the Cisco Jabber for Windows documentation.

Basic Directory UC service
Basic Directory is a product type for the Directory UC service where all of the Lightway Directory Access Protocol (LDAP) attribute mappings settings must be specified on the server for the client to download and use.

Note

These mappings are specified on the IM and Presence Administration GUI under Application > Legacy Clients > Settings.


Tip

Because Cisco clients support various directory UC services, Cisco recommends that you set up all three of the directory services in a single service profile.


Note

Cisco Jabber for Windows clients can use UDS or another LDAP directory such as Enhanced Directory. Enhanced Directory is the default, and in most cases is the best option for directory integration. For more information, see the Cisco Jabber for Windows documentation.


Note

UDS is not currently recommended in multi-cluster deployments that do not have the full enterprise list of users in the database of each cluster.

Other IM and Presence features

After IM and Presence is installed alongside Unified CM and end users are configured for IM and Presence, end users with IM and Presence-capable clients can sign in, create contact lists to see presence, get presence for users through directory search, and get integrated presence through Microsoft Outlook (depending on the client support).

Perform these actions to configure other IM and Presence features:

Table 1 Other IM and Presence features

Action

Where to find more information

To enable the network-based phone presence for all devices to be reported for the user, you need to associate each line appearance with the user.

 You can accomplish these tasks from the End User configuration window, under "Device Settings." See "End user setup" in Cisco Unified Communications Manager Administration Guide, Release 9.0(1)

You must configure an IM and Presence publish trunk.

See "Cisco Unified Communications Manager configuration for integration with IM and Presence" in the Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager, Release 9.0(1)

For high availability of phone presence, you must also configure a Cisco Unified CM presence gateway in the IM and Presence server.

See "Cisco Unified Communications Manager configuration for integration with IM and Presence" in the Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager, Release 9.0(1)

For more information about other features of the IM and Presence service, see the Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager, Release 9.0(1).