Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE Administration Guide for Cisco CallManager 4.1(3)
Configuring Features, Templates, Services, and Users

Table Of Contents

Configuring Features, Templates, Services, and Users

Telephony Features Available for the Cisco IP Phone

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 CallManager

Specifying Options that Appear on the User Options Web Pages


Configuring Features, Templates, Services, and Users


After you install Cisco IP Phones in your network, configure their network settings, and add them to Cisco CallManager, you must use the Cisco CallManager 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 setup procedures. Cisco CallManager documentation provides detailed instructions for these procedures.

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

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

This chapter includes following topics:

Telephony Features Available for the Cisco IP Phone

Configuring Corporate and Personal Directories

Modifying Phone Button Templates

Configuring Softkey Templates

Setting Up Services

Adding Users to Cisco CallManager

Specifying Options that Appear on the User Options Web Pages

Telephony Features Available for the Cisco IP Phone

After you add Cisco IP Phones to Cisco CallManager, 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 CallManager Administration. The Reference column lists Cisco CallManager and other documentation that contains configuration procedures and related information.

For information about using most of these features on the phone, refer to the Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE Phone Guide. For a comprehensive listing of features on the phone, refer to the Cisco IP Phone Features A-Z guide.


Note Cisco CallManager 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 the Cisco CallManager Administration Guide.


Table 5-1 Telephony Features for the Cisco IP Phone

Feature
Description
Reference

Abbreviated dialing

Allows a user to speed dial a phone number by entering an assigned index code (1-99) on the phone keypad.

A user can assign index codes from the User Options web pages.

For more information, refer to the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Cisco IP Phones 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 the Cisco CallManager Administration Guide, Configuring Directory Numbers 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 the:

Cisco CallManager Administration Guide, Pickup Group Configuration chapter

Cisco CallManager System Guide, Call Pickup and Group Call Pickup chapter

Barge

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 the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Cisco IP Phones chapter

Cisco CallManager 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 the Cisco CallManager Features and Services Guide, External Call Transfer Restrictions 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 the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Understanding Route Plans chapter

Cisco CallManager Features and Services Guide, Call Display Restrictions chapter

Call forward

Allows a user to redirect incoming calls to another number.

For more information, refer to the:

Cisco CallManager Administration Guide, Configuring Directory Numbers chapter

Cisco CallManager System Guide, Cisco IP Phones chapter

Call park

Allows a user to park (temporarily store) a call and then retrieve the call by using another phone in the Cisco CallManager system.

For more information, refer to the:

Cisco CallManager Administration Guide, Call Park chapter

Cisco CallManager System Guide, Cisco IP Phones chapter

Cisco CallManager Features and Services Guide, Call Park chapter

Call pickup

Allows a user to redirect a call that is ringing on another phone to his/her own phone, so the call can be answered.

(See also "Group call pickup" and "Other group pickup" in this table.)

For more information, refer to the:

Cisco CallManager Administration Guide, Pickup Group Configuration chapter

Cisco CallManager System Guide, Call Pickup chapter

Call waiting

Indicates (and allows a user to answer) an incoming call that is received while on another call.

Call waiting also displays incoming call information on the phone screen.

For more information, refer to the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Cisco IP Phones chapter

Caller ID

Displays caller-identification, such as a phone number, name, or other descriptive text, on the phone screen.

For more information, refer to the:

Cisco CallManager Administration Guide, Configuring Cisco IP Phones chapter

Cisco CallManager System Guide, Understanding Route Plans chapter

Cisco CallManager Features and Services Guide, Call Display Restrictions chapter

Cisco Call Back

Allows a user to receive an audio and visual alert on the phone when a busy or unavailable party becomes available.

For more information, refer to the:

Cisco CallManager System Guide, Cisco IP Phones chapter

Cisco CallManager Features and Services Guide, Cisco Call Back chapter

Cisco IP Manager Assistant (Cisco IPMA)

Enables managers and their assistants to work together more effectively by providing a call-routing service, enhancements to phone capabilities for the manager, and desktop interfaces that are primarily used by the assistant.

For more information, refer to the:

Cisco CallManager Administration Guide, Cisco IPMA Configuration Wizard chapter

Cisco CallManager System Guide, Cisco IP Manager Assistant chapter

Cisco CallManager Features and Services Guide, Cisco IP Manager Assistant With Proxy Line Support and Cisco IP Manager Assistant With Shared Line Support chapters

Client matter codes (CMC)

Requires a user to enter a pre-defined billing or tracking code when placing a call.

For more information, refer to the:

Cisco CallManager Administration Guide, Client Matter Codes chapter

Cisco CallManager Features and Services Guide, Client Matter Codes and Forced Authorization Codes chapter

Conference

Conference (or ad-hoc conference) allows a user to initiate a conference by calling each participant.

For more information, refer to the: Cisco CallManager System Guide, Cisco IP Phones chapter.

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 the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Cisco IP Phones chapter

Direct transfer

Allows a user to connect two calls to each other (without remaining on the line).

For more information, refer to the Cisco CallManager System Guide, Cisco IP Phones chapter.

Extension Mobility Service

Allows a user temporarily to apply a phone number and user profile settings to a shared Cisco 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 the:

Cisco CallManager Features and Services Guide, Cisco CallManager Extension Mobility chapter

Cisco CallManager System Guide, Cisco CallManager Extension Mobility and Phone Login Features chapter

Fast Dial Service

Allows a user to enter a Fast Dial code to place a call. Fast Dial codes can be assigned to phone numbers or Personal Address Book entries. (See "Services" in this table.)

For more information, refer to the:

Cisco CallManager Administration Guide, Cisco IP Phone Services Configuration chapter

Cisco CallManager System Guide, Cisco IP Phone Services chapter

Forced authorization codes (FAC)

Requires a user to enter a pre-defined authorization code to place calls to certain numbers.

For more information, refer to the:

Cisco CallManager System Guide, Forced Authorization Codes (FAC) chapter

Cisco CallManager Features and Services Guide, Client Matter Codes and Forced Authorization Codes chapter

Group call pickup

Allows a user to answer a call ringing on a phone in another group. (See also "Call Pickup" and "Other group pickup" in this table.)

For more information, refer to the:

Cisco CallManager Administration Guide, Pickup Group Configuration chapter

Cisco CallManager System Guide, Call Pickup chapter

Hold

Allows a user to move a connected call from an active state to 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.

For more information, refer to the:

Cisco CallManager System Guide, Cisco IP Phones chapter

Cisco CallManager Features and Services Guide, Immediate Divert chapter

Join

Allows a user to join two or more calls that are on one line to create a conference call, and remain on the call.

For more information:

See the "Configuring Softkey Templates" section.

Refer to the Cisco CallManager System Guide, Cisco IP Phones chapter

Malicious caller identification (MCID)

Allows a user to notify you about suspicious or harassing calls that are received.

For more information refer to the:

Cisco CallManager System Guide, Cisco IP Phones chapter

Cisco CallManager 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 the Cisco CallManager Administration Guide, Meet-Me Number/Pattern Configuration chapter

Message waiting indicator

Refers to the light (or "lamp") on the phone handset that blinks or glows to indicate an incoming call or new voice message.

For more information refer to the:

Cisco CallManager Administration Guide, Message Waiting Configuration chapter

Cisco CallManager System Guide, Voice Mail Connectivity to Cisco CallManager chapter

Multilevel Precedence and Preemption (MLPP)

Provides a method of prioritizing calls within the phone system.

A phone might require this feature in a work environment where users need to make and receive urgent or critical calls.

For more information refer to the Cisco CallManager Features and Services Guide, Multilevel Precedence and Preemption chapter.

Music-on-
hold

Plays music while callers are on hold.

For more information refer to the:

Cisco CallManager Administration Guide, Music On Hold Audio Source Configuration and Music On Hold Server Configuration chapters

Cisco CallManager System Guide, Music on Hold chapter

Cisco CallManager 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 the Cisco CallManager System Guide, Cisco 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.

(See also "Group call pickup" and "Call pickup" in this table.)

For more information refer to the:

Cisco CallManager Administration Guide, Pickup Group Configuration chapter

Cisco CallManager System Guide, Call Pickup 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 calls.

For more information refer to the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Cisco IP Phones chapter

Cisco CallManager Features and Services Guide Barge and Privacy chapter

Quality Reporting Tool (QRT)

Allows a user to submit call quality information.

For more information refer to the:

Cisco CallManager System Guide, Cisco IP Phones chapter

Cisco CallManager Features and Services Guide, Quality Report Tool chapter

Redial

Allows a user to call the most recently dialed phone number by pressing a softkey.

Requires no configuration.

Ring setting

Allows a user to change the ring sound for each phone line.

For more information refer to the:

Cisco CallManager Administration Guide, Configuring Directory Numbers chapter

Cisco CallManager Features and Services Guide, Custom Phone Rings chapter

Services

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

For more information refer to the:

Cisco CallManager Administration Guide, Cisco IP Phone Services Configuration chapter

Cisco CallManager System Guide, Cisco IP Phone Services chapter

Services URL button

Allows a user to access a service from a programmable button on the phone, rather than by using the Services button and Services menu.

For more information refer to the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Cisco 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 the Cisco CallManager System Guide, Cisco IP Phones chapter.

Speed dialing

Allows a user to enter an index code, press a button, or select a phone screen item to place a call (rather than dialing the number manually).

For more information refer to the:

Cisco CallManager Administration Guide, Cisco IP Phone Configuration chapter

Cisco CallManager System Guide, Cisco IP Phones chapter

Time-of-Day routing

Restricts access to specified telephony features by time period.

For more information refer to the:

Cisco CallManager Administration Guide, Time Period Configuration chapter

Cisco CallManager System Guide, Time-of-Day Routing chapter

Transfer

Transfer allows a user to redirect a single call to a new number, with or without consulting the transfer recipient.

(See also "Onhook call transfer" in this table.)

Requires no configuration.

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:

See the "Configuring Softkey Templates" section.

Refer to the Cisco CallManager Administration Guide, Conference Bridge Configuration chapter

Cisco CallManager System Guide, Understanding Video Telephony chapter

Video support

Indicates that a phone system supports video calls if compatible equipment, such as a video phone or camera, and video software, are available.

For more information refer to the:

Cisco CallManager Administration Guide, Conference Bridge Configuration chapter

Cisco CallManager System Guide, Understanding Video Telephony chapter

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

Voice messaging system

Provides support for a voice-messaging service.

For more information refer to the:

Cisco CallManager Administration Guide, Cisco Voice-Mail Port Configuration chapter

Cisco CallManager System Guide, Voice Mail Connectivity to Cisco CallManager chapter


Configuring Corporate and Personal Directories

The Directories button on the Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE 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 CallManager uses a Lightweight Directory Access Protocol (LDAP) directory to store authentication and authorization information about users of Cisco CallManager applications that interface with Cisco CallManager. 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 Installing and Configuring the Cisco Customer Directory Configuration Plugin document. That manual guides you through the configuration process for integrating Cisco CallManager with Microsoft Active Directory and Netscape Directory Server.

After the LDAP directory configuration completes, users can use the Corporate Directory service on your Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE to look up users in the corporate directory.

Configuring Personal Directory

Personal Directory provides a personal address book stored in the Cisco CallManager Lightweight Directory Access Protocol (LDAP) directory. It also provides a Cisco IP phone synchronizer, and two Cisco IP phone services, Personal Address Book and Personal Fast Dials. The Cisco IP Phone Address Book Synchronizer allows users to synchronize Microsoft Outlook and Outlook Express address book entries with the directory in Cisco CallManager. From a Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE, a user can use the Personal Address Book service to look up entries, make a selection, and press a softkey to dial the selected number.

To configure Personal Directory, users must access their User Options web pages. If they want to synchronize with Microsoft Outlook, they must also install the Cisco IP Phone Address Book Synchronizer utility, provided by you.

To obtain this software, choose Application > Install Plugins from Cisco CallManager Administration and click Cisco IP Phone Address Book Synchronizer.

Modifying Phone Button Templates

Phone button templates let you assign features to line/speed dial buttons.

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

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

The standard Cisco IP Phone 7961G/7961G-GE 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 IP Phone 7961G/7961G-GE.

The standard Cisco IP Phone 7941G/7941G-GE template uses buttons 1 and 2 for lines. Access phone features, such as call park, call forward, redial, hold, resume, voice messaging system, conferencing, and so on, using softkeys on the Cisco IP Phone 7941G/7941G-GE.

Configuring Softkey Templates

Using Cisco CallManager Administration, you can manage softkeys associated with applications that are supported by the Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE. Cisco CallManager 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 CallManager Administration. To assign a softkey template to a phone, use the Softkey Template field in the Cisco CallManager Administration Phone Configuration page. Refer to the Cisco CallManager Administration Guide and the Cisco CallManager System Guide for more information.

Setting Up Services

The Services button on the Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE gives users access to Cisco IP Phone Services. You can also assign services to the programmable buttons on the phone (refer to Cisco IP Phone 7961G/7961G-GE and 7941G/7941G-GE Phone Guide for more information). 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.

Before a user can access any service,

You must use Cisco CallManager Administration to configure available services.

The user must subscribe to services using the Cisco CallManager 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 Feature > Cisco IP Phone Services from Cisco CallManager Administration. Refer to the Cisco CallManager Administration Guide and the Cisco CallManager System Guide for more information.

After you configure these services, verify that your users have access to the Cisco CallManager User 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 for a summary of the information that you must provide to end users.


Note To configure extension mobility services for users, refer to the Cisco CallManager Features and Services Guide.


Adding Users to Cisco CallManager

Adding users to Cisco CallManager allows you to display and maintain information about users and allows each user to perform the following actions:

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

Create a personal directory.

Set up speed dial and call forwarding numbers.

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

You can add users to Cisco CallManager using either of these methods:

To add users individually, choose User >Add a New User from Cisco CallManager Administration.

Refer to the Cisco CallManager Administration Guide for more information about adding users. Refer to the Cisco CallManager 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 the Bulk Administration Tool User Guide for details.

Specifying Options that Appear on the User Options Web Pages

From the User Options web pages, users can customize and control several phone features and settings. (For detailed information about the User Options web pages, refer to the Customizing Your Cisco IP Phone on the Web guide.)

All options on the User Options web pages appear by default. However, you can disable options by making appropriate enterprise parameter settings using Cisco CallManager Administration.

The settings you make affect all User Options web pages at your site.

Procedure


Step 1 From Cisco CallManager Administration, choose System > Enterprise Parameters.

The Enterprise Parameters Configuration page appears.

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 for the parameter:

True—Option appears on the User Options web pages (default).

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