Cisco Unified IP Phones 7960G/7940G Administration Guide for Cisco Unified Communications Manager 7.0 (SCCP)
Configuring Features, Templates, Services, and Users

Table Of Contents

Configuring Features, Templates, Services, and Users

Telephony Features Available for the Cisco Unified IP Phone

Creating Custom Phone Rings

Configuring Corporate and Personal Directories

Configuring Corporate Directories

Configuring Personal Directory

Modifying Phone Button Templates

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco Unified Communications Manager

Managing the User Options Web Pages

Giving Users Access to the User Options Web Pages

Specifying Options that Appear on the User Options Web Pages


Configuring Features, Templates, Services, and Users


After you install Cisco Unified IP Phones in your network, configure their network settings, and add them to Cisco Unified Communications Manager, you must then use the Cisco Unified Communications Manager Administration application to configure telephony features, optionally modify phone templates, set up services, and assign users.

This chapter provides an overview of these configuration and set up procedures. Cisco Unified Communications Manager documentation provides detailed instructions for these procedures.

This chapter also explains how you control access to options on the Cisco Unified Communications Manager User Options web pages.

For suggestions about how to provide users with information about features, and what information to provide, see Appendix A, "Providing Information to Users Via a Website."

For information about setting up phones in non-English environments, see Appendix C, "Supporting International Users."

This chapter includes following topics:

Telephony Features Available for the Cisco Unified IP Phone

Creating Custom Phone Rings

Configuring Corporate and Personal Directories

Modifying Phone Button Templates

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco Unified Communications Manager

Managing the User Options Web Pages

Telephony Features Available for the Cisco Unified IP Phone

After you add Cisco Unified IP Phones to Cisco Unified Communications Manager, you can add functionality to the phones. Table 5-1 includes a list of supported telephony features, many of which you can configure using Cisco Unified Communications Manager Administration. The Reference column lists Cisco Unified Communications Manager and other documentation that contains configuration procedures and related information.

For information about using most of these features on the phone, refer to Cisco Unified IP Phone 7960G and 7940G Phone Guide. For a comprehensive listing of features on the phone, refer to Cisco Unified IP Phone Features A-Z.


Note Cisco Unified Communications Manager Administration also provides several service parameters that you can use to configure various telephony functions. For more information about service parameters and the functions that they control, refer to Cisco Unified Communications Manager Administration Guide.


Table 5-1 Telephony Features for the Cisco Unified IP Phone 

Feature
Description
Configuration Reference

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.

Auto Answer

Connects incoming calls automatically after a ring or two.

Auto Answer works with either the speakerphone or headset.

For more information, refer to Cisco Unified Communications Manager Administration Guide, "Directory Number Configuration" 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 Features and Services Guide, "Call Pickup Configuration" chapter.

Barge and (cBarge)

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

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" 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 associated with a speed-dial button, call log, or directory listing on the phone.

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.

For more information, refer to:

Cisco Unified Communications Manager Administration Guide, "Configuring Directory Numbers" chapter.

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

"Specifying Options that Appear on the User Options Web Pages" section

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 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.

For more information, refer to Cisco Unified Communications Manager System Guide, "Call Pickup" 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.

Requires no configuration.

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 Administration Guide, "Configuring 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.

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 Features and Services Guide, "Call Back" chapter.

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, AdvanceAdhocConference, (disabled by default in Cisco Unified Communications Manager Administration) allows you to enable these features.

For complete information, see the Cisco Unified Communications Manager System Guide, "Conference Bridges" chapter.

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, "Cisco Unified IP Phone Configuration" chapter.

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

Direct transfer

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.

Do Not Disturb (DND)

When DND is turned on, either no audible rings occur during the ringing-in state of a call, or no audible or visual notifications of any type occur.

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—This check box allows you to enable DND on a per-phone basis. Use Cisco Unified Communications Manager Administration > Device > Phone > Phone Configuration.

DND Option—Choose "Call Reject" (to turn off all audible and visual notifications), or "Ringer Off" (to turn off only the ringer). DND Option appears on both the Common Phone Profile window and the Phone Configuration window (Phone Configuration window value takes precedence).

DND Incoming Call Alert—Choose the type of alert to play, if any, 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 window value takes precedence).

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

For information about configuring, refer to Cisco Unified Communications Manager Administration Guide, "Do Not Disturb" chapter.

Extension Mobility Service

Allows a user temporarily to 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 System Guide, "Cisco Unified Communications Manager Extension Mobility and Phone Login Features" 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 Features and Services Guide, "Call Pickup" chapter.

Hold/Resume

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

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

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 Features and Services Guide, "Immediate Divert" chapter.

Join/Select

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 caller identification (MCID)

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.

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 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.

Multilevel Precedence and Preemption (MLPP)

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.

Music on hold

Plays music while callers are on hold.

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

Onhook call transfer

Allows a user to press a single Transfer softkey and then go onhook to complete a call transfer.

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

Other group pickup

Allows a user to answer a call ringing on a phone in another group that is associated with the user's group.

For more information refer to Cisco Unified Communications Manager System Guide, "Call Pickup" chapter.

Presence-enabled directories

Allows a user to monitor the call state of another directory number (DN) listed in call logs, speed-dials, and corporate directories. The Busy Lamp Field (BLF) for the DN displays the call state.

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

Privacy

Prevents users who share a line from adding themselves to a call and from viewing information on their phone screens about the other user's call.

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

Quality Reporting Tool (QRT)

Allows users to use the QRT softkey on a phone to submit information about problem phone calls. QRT can be configured for either of two user modes, depending upon the amount of user interaction desired with QRT.

For more information refer to:

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

Cisco Unified Communications Manager Features and Services Guide, "Quality Report Tool" chapter.

Redial

Allows users to call the most recently dialed phone number by pressing a button.

Requires no configuration.

Ring setting

Identifies ring type used for a line when a phone has another active call.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Configuring Directory Numbers" chapter.

Cisco Unified Communications Manager Features and Services Guide, "Custom Phone Rings" chapter.

Services

Allows you to use the Cisco Unified IP Phone Services Configuration menu in Cisco Unified Communications Manager Administration to define and maintain the list of phone services to which users can subscribe.

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 Services" chapter.

Services URL button

Allows users to access services from a programmable button rather than by using the Services menu on a phone.

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 Services" chapter.

Shared line

Allows a user to have multiple phones that share the same phone number or allows a user to share a phone number with a coworker.

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

Speed-dialing

Dials a specified number that has been previously stored.

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.

Time-of-Day Routing

Restricts access to specified telephony features by time period.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Time Period Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Time-of-Day Routing" chapter.

Transfer-direct transfer

Transfer—The first invocation of Transfer will always initiate a new call by using the same directory number, after putting the active call on hold.

Direct Transfer—This transfer joins two established calls (call is in hold or in connected state) into one call and drops the feature initiator from the call. Direct Transfer does not initiate a consultation call and does not put the active call on hold.

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

Video mode

Allows a user to select the video display mode for viewing a video conference, depending on the modes configured in the system.

For more information:

Refer to Cisco Unified Communications Manager Administration Guide, "Conference Bridge Configuration" chapter.

Refer to Cisco Unified Communications Manager System Guide, "Understanding Video Telephony" chapter.

Video Support

Enable video support on the phone.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Conference Bridge Configuration" chapter.

Cisco Unified Communications Manager System Guide, "Understanding Video Telephony" chapter.

Cisco VT Advantage Administration Guide, "Overview of Cisco VT Advantage" chapter.

Voice messaging system

Enables callers to leave messages if calls are unanswered.

For more information refer to:

Cisco Unified Communications Manager Administration Guide, "Cisco Voice-Mail Port Configuration" chapter.

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


Creating Custom Phone Rings

You can customize the phone ring types available at your site by using a set of phone ring sounds that are provided by Cisco Unified Communications Manager or by creating your own pulse code modulation (PCM) files and editing the Ringlist.xml file.

Refer to Cisco Unified Communications Manager Features and Services Guide for more information.

Configuring Corporate and Personal Directories

The Directories button on the Cisco Unified IP Phones 7960G/7940G gives users access to several directories. These directories can include:

Corporate Directory—Allows a user to look up phone numbers for co-workers.

To support this feature, you must configure corporate directories. See the "Configuring Corporate Directories" section for more information.

Personal Directory—Allows a user to store a set of personal numbers.

To support this feature, you must provide the user with software to configure the personal directory. See the "Configuring Personal Directory" section for more information.

Configuring Corporate Directories

Cisco Unified Communications Manager uses a Lightweight Directory Access Protocol (LDAP) directory to store authentication and authorization information about users of Cisco Unified Communications Manager applications that interface with Cisco Unified Communications Manager. Authentication establishes the users' rights to access the system. Authorization identifies the telephony resources that a user is permitted to use, such as a specific telephone extension.

To install and set up these features, refer to the Cisco Unified Communications Manager Administration Guide, LDAP System Configuration, LDAP Directory Configuration, and LDAP Authentication Configuration chapters.

After the LDAP directory configuration completes, users can use the Corporate Directory service on your Cisco Unified IP Phone 7960G or 7940G to look up users in the corporate directory.

Configuring Personal Directory

Personal Directory consists of the following features:

Personal Address Book (PAB)

Personal Fast Dials (Fast Dials)

Address Book Synchronization Tool (TABSynch)

Users can access Personal Directory features by these methods:

From a web browser—Users can access the PAB and Fast Dials features from the Cisco Unified Communications Manager User Options web pages

From the Cisco Unified IP Phone—Users can choose Directories > Personal Directory to access the PAB and Fast Dials features from their phones

From a Microsoft Windows application—Users can use the TABSynch tool to synchronize their PABs with Microsoft Windows Address Book (WAB). Customers who want to use the Microsoft Outlook Address Book (OAB) should begin by importing the data from the OAB into the Windows Address Book (WAB). TabSync can then be used to synchronize the WAB with Personal Directory.

To configure Personal Directory from a web browsers, users must access their User Options web pages. You must provide users with a URL and login information.

To synchronize with Microsoft Outlook, users must install the TABSynch utility, provided by you. To obtain the TABSynch software to distribute to users, choose Application > Plugins from Cisco Unified Communications Manager Administration, then locate and click Cisco Unified IP Phone Address Book Synchronizer.

Modifying Phone Button Templates

Although the Cisco Unified IP Phones 7960G and 7940G support similar features, each phone model can implement these features differently. Modify phone button templates to assign features to phone buttons and to customize features for a phone model.

Ideally, you modify templates before registering phones on the network. In this way, you can access customized phone button template options from Cisco Unified Communications Manager Administration during registration.

To modify a phone button template, choose Device > Device Settings> Phone Button Template from Cisco Unified Communications Manager Administration. To assign a phone button template to a phone, use the Phone Button template field in the Cisco Unified Communications Manager Administration Phone Configuration window. Refer to Cisco Unified Communications Manager Administration Guide and Cisco Unified Communications Manager System Guide for more information.

The number of buttons and features that you can customize varies based upon Cisco Unified IP Phone model. Familiarize yourself with the configuration options described in Table 5-2.

Table 5-2 Standard Phone Button Templates Listed by Model 

Cisco Unified IP Phone Model
Standard Phone Button Template Description

Cisco Unified IP Phone 7960G

The standard Cisco Unified IP Phone 7960G template uses buttons 1 and 2 for lines and uses buttons 3 through 6 as speed dials or for access to services. Access other phone features, such as call park, call forward, redial, hold, resume, voice messaging system, conferencing, and so on using softkeys on the Cisco Unified IP Phone 7960G.

Cisco Unified IP Phone 7940G

The Cisco Unified IP Phone 7940G comes with preconfigured phone button templates:

7940G (2-Line)—Uses button 1 and 2 for lines.

7940G (1-Line)—Uses button 1 for line 1 and button 2 for speed dial.

All Cisco Unified IP Phone 7940G phones use one of these templates.

Access phone features, such as call park, call forward, redial, hold, resume, voice messaging system, conferencing, and so on, using softkeys on the Cisco Unified IP Phone 7940G.


Configuring Softkey Templates

Using Cisco Unified Communications Manager Administration, you can manage softkeys associated with applications that are supported by the Cisco Unified IP Phones 7940G and 7960G. Cisco Unified Communications Manager supports two types of softkey templates: standard and nonstandard. Standard softkey templates include Standard User, Standard Feature, Standard IPMA Assistant, Standard IPMA Manager, and Standard IPMA Shared Mode Manager. An application that supports softkeys can have one or more standard softkey templates associated with it. You can modify a standard softkey template by making a copy of it, giving it a new name, and making updates to that copied softkey template. You can also modify a nonstandard softkey template.

To configure softkey templates, select Device > Device Settings > Softkey Template from Cisco Unified Communications Manager Administration. To assign a softkey template to a phone, use the Softkey Template field in the Cisco Unified Communications Manager Administration Phone Configuration window. Refer to Cisco Unified Communications Manager Administration Guide, Cisco Unified Communications Manager System Guide for more information.

Setting Up Services

The Services button on the Cisco Unified IP Phones 7960G and 7940G gives users access to Cisco Unified IP Phone Services. These services comprise XML applications that enable the display of interactive content with text and graphics on the phone. Examples of services include local movie times, stock quotes, and weather reports. You can create customized applications for your site.

Before a user can access any service,

You as the system administrator must use Cisco Unified Communications Manager Administration to configure available services.

The user must subscribe most to services using the Cisco Unified Communications Manager User Options application. This web-based application provides a graphical user interface (GUI) for limited, end-user configuration of IP Phone applications.

Before you set up services, 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.

To set up these services, choose Device > Device Settings > Phone Services from Cisco Unified Communications Manager Administration. Refer to Cisco Unified Communications Manager Administration Guide and Cisco Unified Communications Manager System Guide for more information.

After you configure these services, verify that your users have access to the Cisco Unified Communications Manager IP Phone Options web-based application, from which they can select and subscribe to configured services. See the "How Users Subscribe to Services and Configure Phone Features" section on page A-2 for a summary of the information that you must provide to end users.


Note To configure extension mobility services for users, refer to Cisco Unified Communications Manager Features and Services Guide.


Adding Users to Cisco Unified Communications Manager

Adding users to Cisco Unified Communications Manager allows you to display and maintain information about users and allows each user to perform these tasks:

Access the corporate directory and other customized directories from a Cisco Unified IP Phone

Create a personal directory

Set up speed dial and call forwarding numbers

Subscribe to services that are accessible from a Cisco Unified IP Phone

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

To add users individually, choose User Management > End User from Cisco Unified Communications Manager Administration.

Refer to Cisco Unified Communications Manager Administration Guide for more information about adding users. Refer to Cisco Unified Communications Manager System Guide for details about user information.

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

Refer to Cisco Unified Communications Manager Bulk Administration Guide for details.

Managing the User Options Web Pages

From the User Options web page, users can customize and control several phone features and settings. For detailed information about the User Options web pages, refer to Cisco Unified IP Phone 7960G and 7940G Phone Guide.

Giving Users Access to the User Options Web Pages

Before a user can access the User Options web pages, you must use Cisco Unified Communications Manager Administration to add the user to a standard Cisco Unified Communications Manager end user group: choose User Management > User Groups.

For additional information, refer to Cisco Unified Communications Manager Administration Guide, "End User Configuration" section.

Specifying Options that Appear on the User Options Web Pages

Most options that are on the User Options web pages appear by default. However, the following options must be set by the system administrator by using Enterprise Parameters Configuration settings in Cisco Unified Communications Manager Administration:

Show Ring Settings

Show Line Text Label Settings

Show Call Forwarding


Note The settings apply to all User Options web pages at your site.


To specify the options that appear on the User Options web pages, follow these steps:

Procedure


Step 1 From Cisco Unified Communications Manager Administration, choose System > Enterprise Parameters.

The Enterprise Parameters Configuration window displays.

Step 2 In the CCMUser Parameters area, specify whether a parameter appears on the User Options web pages by choosing one of these values from the Parameter Value drop-down list box for the parameter:

True—Option displays on the User Options web pages (default except for Show Ring Settings, Show Line Text Label, and Show Call Forwarding).

False—Option does not display on the User Options web pages.

Show All Settings—All call forward settings display on the User Options web pages (default).

Hide All Settings—No call forward settings display on the User Options web pages.

Show Only Call Forward All—Only call forward all calls displays on the User Options web pages.