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Contents

Set Up On-Premises Deployments with Cisco Unified Communications Manager Version 8.x and Lower

Learn how to set up an on-premises deployment with Cisco Unified Communications Manager and Cisco Unified Presence.


Note

It is beyond the scope of this document to describe every task involved in installing and configuring Cisco Unified Communications Manager or Cisco Unified Presence. The purpose of this chapter is to provide task-based steps to help you set up a test environment.

Prerequisites

Before you begin any tasks in this chapter, you must install and configure your base deployment. Ensure that you enable communication between the servers as appropriate.

Product Mode Requirements

You can deploy the client in the following modes:
Full UC

The primary authentication for users is to Cisco Unified Presence.

Users have instant messaging and presence as their base functionality. You can then provision users with devices for audio and video in addition to voicemail and conferencing capabilities.

To deploy the client with full UC capabilities, complete all tasks in this chapter.

Cisco Jabber for Everyone

The primary authentication for users is to Cisco Unified Presence.

Users have only instant messaging and presence capabilities.

To set up a Cisco Jabber for Everyone deployment, complete the following tasks in this chapter:
  1. Activate and start essential services.
  2. Configure directory integration.
  3. Set up instant messaging and presence.

Activate and Start Essential Services

Essential services enable communication between servers and provide capabilities to the client.

Procedure
    Step 1   Open the Cisco Unified Presence Servicability interface.
    Step 2   Select Tools > Control Center - Feature Services.
    Step 3   Select the appropriate server from the Server drop-down list.
    Step 4   Ensure the following services are started and activated:
    • Cisco UP SIP Proxy
    • Cisco UP Sync Agent
    • Cisco UP XCP Authentication Service
    • Cisco UP XCP Connection Manager
    • Cisco UP Presence Engine
    Step 5   Select Tools > Control Center - Network Services.
    Step 6   Select the appropriate server from the Server drop-down list.
    Step 7   Ensure Cisco UP XCP Router Service is running.
    What to Do Next

    Depending on your requirements, you might need to activate and start additional services. See the appropriate Cisco Unified Presence documentation to review available services and determine if your deployment requires additional services.

    Configure Directory Integration

    When you set up an on-premises deployment, you should do both of the following:
    • Synchronize with the directory server.
    • Authenticate with the directory server.
    Related Information

    Synchronize with the Directory Server

    Directory server synchronization ensures that contact data in your directory server is replicated to Cisco Unified Communications Manager.

    Enable Synchronization

    The first step to synchronize with a directory server is to enable synchronization on Cisco Unified Communications Manager.
    Procedure
      Step 1   Open the Cisco Unified CM Administration interface.
      Step 2   Select System > LDAP > LDAP System.

      The LDAP System Configuration window opens.

      Step 3   Locate the LDAP System Information section.
      Step 4   Select Enable Synchronizing from LDAP Server.
      Step 5   Select the type of directory server from which you are synchronizing data from the LDAP Server Type drop-down list.
      What to Do Next

      Specify an LDAP attribute for the user ID.

      Specify an LDAP Attribute for the User ID

      By default, Cisco Jabber for Windows uses the sAMAccountName attribute to resolve contacts in your directory. When you synchronize users from your directory to Cisco Unified Communications Manager, you can specify the attribute for the user ID.

      Procedure
        Step 1   Locate the LDAP Attribute for User ID drop-down list on the LDAP System Configuration window.
        Step 2   Specify an attribute for the user ID as appropriate.
        Important:

        If the attribute for the user ID is not sAMAccountName, you must specify it as the value for the UserAccountName parameter in your configuration file as follows:

        <UserAccountName>attribute-name</UserAccountName>

        If you do not specify the attribute in your configuration, and the attribute is other than the default of sAMAccountName, the client cannot resolve contacts in your directory. As a result, users do not get presence and cannot send or receive instant messages.

        What to Do Next

        Perform the synchronization.

        Perform Synchronization

        After you add a directory server and specify the required parameters, you can synchronize Cisco Unified Communications Manager with the directory server.
        Procedure
          Step 1   Select System > LDAP > LDAP Directory.
          Step 2   Select Add New.

          The LDAP Directory window opens.

          Step 3   Specify the required details on the LDAP Directory window.

          See the Cisco Unified Communications Manager Administration Guide for more information about the values and formats you can specify.

          Step 4   Select Save.
          Step 5   Select Peform Full Sync Now.
          Note   

          The amount of time it takes for the synchronization process to complete depends on the number of users that exist in your directory. If you synchronize a large directory with thousands of users, you should expect the process to take some time.

          User data from your directory server is synchronized to the Cisco Unified Communications Manager database. Cisco Unified Communications Manager then synchronizes the user data to the presence server database.

          Related Information

          Authenticate with the Directory Server

          You should configure Cisco Unified Communications Manager to authenticate with the directory server. When users log in to the client, the presence server routes that authentication to Cisco Unified Communications Manager. Cisco Unified Communications Manager then proxies that authentication to the directory server.
          Procedure
            Step 1   Open the Cisco Unified CM Administration interface.
            Step 2   Select System > LDAP > LDAP Authentication.
            Step 3   Select Use LDAP Authentication for End Users.
            Step 4   Specify LDAP credentials and a user search base as appropriate.

            See the Cisco Unified Communications Manager Administration Guide for information about the fields on the LDAP Authentication window.

            Step 5   Select Save.
            Related Information

            Set Up Instant Messaging and Presence

            Instant messaging and presence capabilities let users send and receive instant messages as well as publish and view availability status.

            You should begin your deployment by setting up instant messaging and presence. After you successfully set up functionality for chat and availability status, you can build on your deployment by adding other services and provisioning features such as audio and video or voicemail.

            Enable Messaging Settings

            Complete the steps in this task to enable and configure instant messaging.

            Procedure
              Step 1   Open the Cisco Unified Presence Administration interface.
              Step 2   Enable messaging settings as appropriate for the version of Cisco Unified Presence that you use.
              • On Cisco Unified Presence version 8.5 and higher, do the following:
                1. Select Messaging > Settings.
                2. Select the following settings:
                  • Enable instant messaging
                  • Allow clients to log instant message history
              • On Cisco Unified Presence version 8.0.3 or 8.0.4, do the following:
                1. Select Presence > Settings.
                2. Select Enable CUPC 7 and IPPM Instant Messaging (cluster-wide).
              Step 3   Select Save.
              Important:
              Cisco Jabber for Windows does not support the following settings on the Presence Settings window:
              • Use DND status when user is on the phone
              • Use DND status when user is in a meeting
              Related Information

              Specify Capabilities Assignments

              Complete the steps in this task to provide users with instant messaging and presence capabilities.

              Procedure
                Step 1   Open the Cisco Unified Communications Manager Administration interface.
                Step 2   Select System > Licensing > Capabilities Assignment.

                The Find and List Capabilities Assignments window opens.

                Step 3   Specify the appropriate filters in the Find Capabilities Assignment where field and then select Find to retrieve a list of users.
                Step 4   Select the appropriate users from the list.

                The Capabilities Assignment Configuration window opens.

                Step 5   Select both of the following in the Capabilities Assignment Configuration section:
                • Enable CUP
                • Enable CUPC
                Step 6   Select Save.

                Configure Prompts for Presence Subscription Requests

                You can enable or disable prompts for presence subscription requests from contacts within your organization.

                The client always prompts users to allow presence subscription requests from contacts outside your organization.

                Procedure
                  Step 1   Open the Cisco Unified Presence Administration interface.
                  Step 2   Select Presence > Settings.

                  The Presence Settings window opens.

                  Step 3   Select Allow users to view the availability of other users without being prompted for approval to disable prompts and automatically accept all presence subscription requests within your organization.
                  This option has the following values:
                  Selected

                  The client does not prompt users for presence subscription requests. The client automatically accepts all presence subscription requests without prompting the users.

                  Cleared

                  The client prompts users to allow presence subscription requests. This setting requires users to allow other users in your organization to view their availability status.

                  Step 4   Select Save.

                  Import Bulk Contact Lists

                  You can use the Bulk Assignment Tool (BAT) to import user contact lists into Cisco Unified Presence.

                  See the Bulk Import of User Contact Lists topic in the Deployment Guide for Cisco Unified Presence Release 8.6.

                  Related Information

                  Enable Presence for Calendar Events

                  To enable presence status for calendar events, users must individually enable a preference in the Cisco Unified Presence User Options page.
                  Important:
                  • This preference is disabled by default.
                  • As of this release, users must enable the preference individually after deployment. You cannot enable this preference for multiple users with a bulk task.
                  Procedure
                    Step 1   Log in to the Cisco Unified Presence User Options page.

                    The user options page is located at: https://server_name:port_number/cupuser/showHome.do

                    Step 2   Select User Options > Preferences. The Preferences page opens.
                    Step 3   Navigate to the Calendar Settings section of the Preferences page.
                    Step 4   Select On from the drop-down menu for the Include Calendar information in my Presence Status field.
                    Step 5   Select Save.
                    Step 6   Log out and close the Cisco Unified Presence User Options page.

                    Calendar events change the user's availability status in the client. For example, when meetings occur in the calendar, the availability status is automatically set to In a meeting.

                    Set Up Audio and Video Capabilities

                    Provision users with software phone devices and desk phone devices. Configure dial plan mapping and perform other essential tasks to set up audio and video capabilities.

                    Before You Begin

                    You should review the Cisco Unified Communications Manager licensing requirements, including information on adjunct licensing, before you provision users with devices.

                    Create Software Phone Devices

                    Software phones let users send and receive audio and video through their computers.

                    Create CSF Devices on 8.6(1)

                    The steps in this section describe how to create CSF devices on Cisco Unified Communications Manager version 8.6(1). CSF devices provide users with software phone capabilities.

                    As part of the task of creating CSF devices, you can enable video desktop sharing using Binary Floor Control Protocol (BFCP). Cisco Unified Communications Manager handles the BFCP packets that users transmit when using video desktop sharing capabilities. For this reason, you configure Cisco Unified Communications Manager to allow BFCP presentation sharing. On Cisco Unified Communications Manager version 8.6(1), you enable BFCP presentation sharing on a SIP profile. You must then apply that SIP profile to the CSF devices.


                    Note
                    • Cisco Unified Communications Manager supports BFCP presentation sharing on version 8.6(1) and higher only. You cannot enable BFCP, or provision users with video desktop sharing capabilities, on versions lower than 8.6(1).
                    • You can enable video desktop sharing only on software phone devices. You cannot enable video desktop sharing on desk phone devices.
                    • In hybrid cloud-based deployments, both Cisco WebEx and Cisco Unified Communications Manager provide desktop sharing functionality.
                      • If users initiate desktop sharing sessions during an instant messaging session, Cisco WebEx provides desktop sharing capabilities.
                      • If users initiate desktop sharing sessions during an audio or video conversation, Cisco Unified Communications Manager provides desktop sharing capabilities.
                    Related Information
                    Create SIP Profiles

                    The first step in creating a software phone device is to create a SIP profile so that you can enable video desktop sharing. You cannot edit or configure the default SIP profile. For this reason, you must create a new SIP profile.

                    Procedure
                      Step 1   Open the Cisco Unified CM Administration interface.
                      Step 2   Select Device > Device Settings > SIP Profile.

                      The Find and List SIP Profiles window opens.

                      Step 3   Do one of the following to create a new SIP profile:
                      • Find the default SIP profile and create a copy that you can edit.
                      • Select Add New and create a new SIP profile.
                      Related Information
                      Enable Video Desktop Sharing on SIP Profiles

                      You should enable BFCP on the SIP profile before you apply the SIP profile to CSF devices.


                      Note

                      You cannot migrate a BFCP-enabled SIP profile to Cisco Unified Communications Manager version 8.6(2) or higher. If you configure video desktop sharing on Cisco Unified Communications Manager 8.6.1 and then upgrade to Cisco Unified Communications Manager 8.6.2, you must configure video desktop sharing on version 8.6.2.

                      Procedure
                        Step 1   Open the Cisco Unified Communications Manager Administration interface.
                        Step 2   Enable video desktop sharing on the SIP profile.
                        • For individual profiles, do the following:
                          1. Select Device > Device Settings > SIP Profile.
                          2. Select your SIP profile.
                          3. In the SIP Profile Information section, select Allow Presentation Sharing Using BFCP.
                          4. Select Save.
                        • For multiple profiles, do the following:
                          1. Select Bulk Administration > Phones > Export Phones > All Details.
                          2. Select Bulk Administration > Upload/Download Files and download the exported CSV file.
                          3. Open the CSV file with any editor.
                          4. Insert a column named Allow presentation sharing using BFCP into the CSV file.
                          5. Set the value of the column to Y for all required devices.
                          6. Save the CSV file.
                          7. Select Bulk Administration > Phones > Insert Phones.
                          8. Select the Override the existing configuration option.
                          9. Import the CSV file.
                          10. Select Run Immediately.
                          11. Select Submit.
                        Create CSF Devices

                        Complete the steps in this task to create CSF devices.

                        Procedure
                          Step 1   Open the Cisco Unified CM Administration interface.
                          Step 2   Select Device > Phone.

                          The Find and List Phones window opens.

                          Step 3   Select Add New.
                          Step 4   Select Cisco Unified Client Services Framework from the Phone Type drop-down list and then select Next.

                          The Phone Configuration window opens.

                          Step 5   Specify a name for the CSF device in the Device Name field.

                          You should use the CSFusername format for CSF device names. For example, you create a CSF device for a user named Tanya Adams, whose username is tadams. In this case, you should specify CSFtadams as the device name.

                          Step 6   Specify configuration settings on the Phone Configuration window as appropriate.

                          See the Phone Configuration Settings topic in the Cisco Unified Communications Manager documentation for more information about the configuration settings on the Phone Configuration window.

                          Step 7   Select the SIP profile on which you enabled BFCP presentation sharing from the SIP Profile drop-down list.
                          Step 8   Select Save.

                          An message displays to inform you if the device is added successfully. The Association Information section becomes available on the Phone Configuration window.

                          What to Do Next

                          Add a directory number to the device and apply the configuration.

                          Related Information

                          Create CSF Devices on 8.6(2) and Higher

                          The steps in this section describe how to create CSF devices on Cisco Unified Communications Manager version 8.6(2) and higher. CSF devices provide users with software phone capabilities.

                          As part of the task of creating CSF devices, you can enable video desktop sharing using Binary Floor Control Protocol (BFCP). Cisco Unified Communications Manager handles the BFCP packets that users transmit when using video desktop sharing capabilities. For this reason, you configure Cisco Unified Communications Manager to allow BFCP presentation sharing. On Cisco Unified Communications Manager version 8.6(2) and higher, you must apply a COP file to add an option to allow BFCP presentation sharing on CSF devices. You must then enable BFCP presentation sharing on the CSF devices.


                          Note
                          • Cisco Unified Communications Manager supports BFCP presentation sharing on version 8.6(1) and higher only. You cannot enable BFCP, or provision users with video desktop sharing capabilities, on versions lower than 8.6(1).
                          • You can enable video desktop sharing only on software phone devices. You cannot enable video desktop sharing on desk phone devices.
                          • In hybrid cloud-based deployments, both Cisco WebEx and Cisco Unified Communications Manager provide desktop sharing functionality.
                            • If users initiate desktop sharing sessions during an instant messaging session, Cisco WebEx provides desktop sharing capabilities.
                            • If users initiate desktop sharing sessions during an audio or video conversation, Cisco Unified Communications Manager provides desktop sharing capabilities.

                          Tip
                          As of Cisco Unified Communications Manager version 8.6(2), you must enable BFCP on the SIP trunk to allow video desktop sharing capabilities between nodes in a Cisco Unified Communications Manager cluster. To enable BFCP on the SIP trunk, do the following:
                          1. Select Allow Presentation Sharing using BFCP in the Trunk Specific Configuration section of the SIP profile.
                          2. Select the SIP profile from the SIP Profile drop-down list on the CSF device configuration.
                          Related Information
                          Apply COP File for BFCP Capabilities

                          You must apply cmterm-bfcp-e.8-6-2.cop.sgn to configure video desktop sharing on Cisco Unified Communications Manager version 8.6.2 and higher. This COP file adds an option to enable BFCP on the CSF device.


                          Note
                          • You must install the COP file each time you upgrade. For example, if you configure video desktop sharing on Cisco Unified Communications Manager 8.6.2.20000-1 and then upgrade to Cisco Unified Communications Manager 8.6.2.20000-2, you must apply the COP file on Cisco Unified Communications Manager 8.6.2.20000-2.
                          • If you configure video desktop sharing on Cisco Unified Communications Manager 8.6.1 and then upgrade to Cisco Unified Communications Manager 8.6.2, you must apply the COP file on Cisco Unified Communications Manager 8.6.2 before you can configure video desktop sharing.
                          Procedure
                            Step 1   Download the Cisco Jabber for Windows administration package from Cisco.com.
                            Step 2   Copy cmterm-bfcp-e.8-6-2.cop.sgn from the Cisco Jabber for Windows administration package to your file system.
                            Step 3   Open the Cisco Unified Communications Manager Administration interface.
                            Step 4   Upload and apply cmterm-bfcp-e.8-6-2.cop.sgn.
                            Step 5   Restart the server as follows:
                            1. Open the Cisco Unified OS Administration interface.
                            2. Select Settings > Version.
                            3. Select Restart.
                            4. Repeat the preceding steps for each node in the cluster, starting with your presentation server.

                            The COP add the Allow Presentation Sharing using BFCP field to the Protocol Specific Information section on the Phone Configuration window for CSF devices.

                            Create CSF Devices

                            Complete the steps in this task to create CSF devices.

                            Procedure
                              Step 1   Open the Cisco Unified CM Administration interface.
                              Step 2   Select Device > Phone.

                              The Find and List Phones window opens.

                              Step 3   Select Add New.
                              Step 4   Select Cisco Unified Client Services Framework from the Phone Type drop-down list and then select Next.

                              The Phone Configuration window opens.

                              Step 5   Specify a name for the CSF device in the Device Name field.

                              You should use the CSFusername format for CSF device names. For example, you create a CSF device for a user named Tanya Adams, whose username is tadams. In this case, you should specify CSFtadams as the device name.

                              Step 6   Specify configuration settings on the Phone Configuration window as appropriate.

                              See the Phone Configuration Settings topic in the Cisco Unified Communications Manager documentation for more information about the configuration settings on the Phone Configuration window.

                              Step 7   Select Allow Presentation Sharing using BFCP in the Protocol Specific Information section to enable video desktop sharing.
                              Step 8   Select Save.

                              An message displays to inform you if the device is added successfully. The Association Information section becomes available on the Phone Configuration window.

                              What to Do Next

                              Add a directory number to the device and apply the configuration.

                              Related Information

                              Add a Directory Number to the Device

                              You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

                              Procedure
                                Step 1   Locate the Association Information section on the Phone Configuration window.
                                Step 2   Select Add a new DN.

                                The Directory Number Configuration window opens.

                                Step 3   Specify a directory number in the Directory Number field.
                                Step 4   Specify all other required configuration settings as appropriate.
                                Step 5   Associate end users with the directory number as follows:
                                1. Locate the Users Associated with Line section.
                                2. Select Associate End Users.

                                  The Find and List Users dialog box opens.

                                3. Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                                4. Select the appropriate users from the list.
                                5. Select Add Selected.

                                  The selected users are added to the voicemail profile.

                                Step 6   Select Save.
                                Step 7   Select Apply Config.

                                The Apply Configuration window opens.

                                Step 8   Follow the prompts on the Apply Configuration window to apply the configuration.
                                Related Information

                                Create Desk Phone Devices

                                Users can control desk phones on their computers to place audio calls.

                                Procedure
                                  Step 1   Open the Cisco Unified CM Administration interface.
                                  Step 2   Select Device > Phone.

                                  The Find and List Phones window opens.

                                  Step 3   Select Add New.
                                  Step 4   Select the appropriate device from the Phone Type drop-down list and then select Next.

                                  The Phone Configuration window opens.

                                  Step 5   Complete the following steps in the Device Information section:
                                  1. Enter a meaningful description in the Description field.

                                    The client displays device descriptions to users. If users have multiple devices of the same model, the descriptions help users tell the difference between multiple devices.

                                  2. Select Allow Control of Device from CTI.

                                    If you do not select Allow Control of Device from CTI, users cannot control the desk phone.

                                  Step 6   Specify all other configuration settings on the Phone Configuration window as appropriate.

                                  See the Cisco Unified Communications Manager documentation for more information about the configuration settings on the Phone Configuration window.

                                  Step 7   Select Save.

                                  An message displays to inform you if the device is added successfully. The Association Information section becomes available on the Phone Configuration window.

                                  What to Do Next

                                  Add a directory number to the device and apply the configuration.

                                  Related Information

                                  Add a Directory Number to the Device

                                  You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

                                  Procedure
                                    Step 1   Locate the Association Information section on the Phone Configuration window.
                                    Step 2   Select Add a new DN.

                                    The Directory Number Configuration window opens.

                                    Step 3   Specify a directory number in the Directory Number field.
                                    Step 4   Specify all other required configuration settings as appropriate.
                                    Step 5   Associate end users with the directory number as follows:
                                    1. Locate the Users Associated with Line section.
                                    2. Select Associate End Users.

                                      The Find and List Users dialog box opens.

                                    3. Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                                    4. Select the appropriate users from the list.
                                    5. Select Add Selected.

                                      The selected users are added to the voicemail profile.

                                    Step 6   Select Save.
                                    Step 7   Select Apply Config.

                                    The Apply Configuration window opens.

                                    Step 8   Follow the prompts on the Apply Configuration window to apply the configuration.

                                    Enable Video Rate Adaptation

                                    Cisco Jabber uses video rate adaptation to negotiate optimum video quality. Video rate adaptation dynamically increases or decreases video quality based on network conditions.

                                    To use video rate adaptation, you must enable Real-Time Transport Control Protocol (RTCP) on Cisco Unified Communications Manager.

                                    Note

                                    RTCP is enabled on software phone devices by default. However, you must enable RTCP on desk phone devices.

                                    Enable RTCP on Common Phone Profiles

                                    You can enable RTCP on a common phone profile to enable video rate adaptation on all devices that use the profile.

                                    Procedure
                                      Step 1   Open the Cisco Unified CM Administration interface.
                                      Step 2   Select Device > Device Settings > Common Phone Profile.

                                      The Find and List Common Phone Profiles window opens.

                                      Step 3   Specify the appropriate filters in the Find Common Phone Profile where field and then select Find to retrieve a list of profiles.
                                      Step 4   Select the appropriate profile from the list.

                                      The Common Phone Profile Configuration window opens.

                                      Step 5   Locate the Product Specific Configuration Layout section.
                                      Step 6   Select Enabled from the RTCP drop-down list.
                                      Step 7   Select Save.
                                      Related Information
                                      Enable RTCP on Device Configurations

                                      You can enable RTCP on specific device configurations instead of a common phone profile. The specific device configuration overrides any settings you specify on the common phone profile.

                                      Procedure
                                        Step 1   Open the Cisco Unified CM Administration interface.
                                        Step 2   Select Device > Phone.

                                        The Find and List Phones window opens.

                                        Step 3   Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of phones.
                                        Step 4   Select the appropriate phone from the list.

                                        The Phone Configuration window opens.

                                        Step 5   Locate the Product Specific Configuration Layout section.
                                        Step 6   Select Enabled from the RTCP drop-down list.
                                        Step 7   Select Save.
                                        Related Information

                                        Set Up a CTI Gateway

                                        The client requires a CTI gateway to communicate with Cisco Unified Communications Manager and perform certain functions such as desk phone control.

                                        Add a CTI Gateway Server

                                        The first step in setting up a CTI gateway is to add a CTI gateway server on Cisco Unified Presence.

                                        Procedure
                                          Step 1   Open the Cisco Unified Presence Administration interface.
                                          Step 2   Select Application > Cisco Jabber > CTI Gateway Server.
                                          Note   

                                          In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > CTI Gateway Server.

                                          The Find and List CTI Gateway Servers window opens.

                                          Step 3   Select Add New.

                                          The CTI Gateway Server Configuration window opens.

                                          Step 4   Specify the required details on the CTI Gateway Server Configuration window.
                                          Step 5   Select Save.
                                          Related Information
                                          Create a CTI Gateway Profile

                                          After you add a CTI gateway server, you must create a CTI gateway profile and add that server to the profile.

                                          Procedure
                                            Step 1   Open the Cisco Unified Presence Administration interface.
                                            Step 2   Select Application > Cisco Jabber > CTI Gateway Profile.
                                            Note   

                                            In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > CTI Gateway Profile.

                                            The CTI Gateway Profile Configuration window opens.

                                            Step 3   Specify the required details on the CTI Gateway Profile Configuration window.
                                            Step 4   Select Add Users to Profile and add the appropriate users to the profile.
                                            Step 5   Select Save.
                                            Related Information

                                            Configure User Associations

                                            When you associate a user with a device, you provision that device to the user.

                                            Procedure
                                              Step 1   Open the Cisco Unified CM Administration interface.
                                              Step 2   Select User Management > End User.

                                              The Find and List Users window opens.

                                              Step 3   Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                                              Step 4   Select the appropriate user from the list.

                                              The End User Configuration window opens.

                                              Step 5   Locate the Device Information section.
                                              Step 6   Select Device Association.

                                              The User Device Association window opens.

                                              Step 7   Select the devices to which you want to associate the user.
                                              Step 8   Select Save Selected/Changes.
                                              Step 9   Select User Management > End User and return to the Find and List Users window.
                                              Step 10   Find and select the same user from the list.

                                              The End User Configuration window opens.

                                              Step 11   Locate the Permissions Information section.
                                              Step 12   Select Add to User Group.

                                              The Find and List User Groups dialog box opens.

                                              Step 13   Select the groups to which you want to assign the user.
                                              At a minimum you should assign the user to the following groups:
                                              • Standard CCM End Users
                                              • Standard CTI Enabled
                                              Certain phone models require additional groups, as follows:
                                              • Cisco Unified IP Phone 9900 or 8900 series, select Standard CTI Allow Control of Phones supporting Connected Xfer and conf.
                                              • Cisco Unified IP Phone 6900 series, select Standard CTI Allow Control of Phones supporting Rollover Mode.
                                              Step 14   Select Add Selected.

                                              The Find and List User Groups window closes.

                                              Step 15   Select Save on the End User Configuration window.

                                              Reset Devices

                                              After you create and associate users with devices, you should reset those devices.

                                              Procedure
                                                Step 1   Open the Cisco Unified CM Administration interface.
                                                Step 2   Select Device > Phone.

                                                The Find and List Phones window opens.

                                                Step 3   Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
                                                Step 4   Select the appropriate device from the list.

                                                The Phone Configuration window opens.

                                                Step 5   Locate the Association Information section.
                                                Step 6   Select the appropriate directory number configuration.

                                                The Directory Number Configuration window opens.

                                                Step 7   Select Reset.

                                                The Device Reset dialog box opens.

                                                Step 8   Select Reset.
                                                Step 9   Select Close to close the Device Reset dialog box.

                                                Specify Your TFTP Server Address

                                                The client gets device configuration from the TFTP server. For this reason, you must specify your TFTP server address when you provision users with devices.

                                                Specify Your TFTP Server on Cisco Unified Presence

                                                Complete the steps to specify the address of your TFTP server on Cisco Unified Presence.

                                                Procedure
                                                  Step 1   Open the Cisco Unified Presence Administration interface.
                                                  Step 2   Select Application > Cisco Jabber > Settings.
                                                  Note   

                                                  In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > Settings.

                                                  The Cisco Jabber Settings window opens.

                                                  Step 3   Locate the fields to specify TFTP servers in one of the following sections, depending on your version of Cisco Unified Presence:
                                                  • Cisco Jabber Security Settings
                                                  • CUPC Global Settings
                                                  Step 4   Specify the IP address of your primary and backup TFTP servers in the following fields:
                                                  • Primary TFTP Server
                                                  • Backup TFTP Server
                                                  • Backup TFTP Server
                                                  Step 5   Select Save.

                                                  Specify TFTP Servers in Hybrid Cloud-Based Deployments

                                                  In hybrid cloud-based deployments, you can specify your TFTP server address with the Cisco WebEx Administration Tool.

                                                  Procedure
                                                    Step 1   Open the Cisco WebEx Administration Tool.
                                                    Step 2   Select the Configuration tab.
                                                    Step 3   Select Unified Communications in the Additional Services section. The Unified Communications window opens.
                                                    Step 4   Select the Clusters tab.
                                                    Step 5   Select the appropriate cluster from the list. The Edit Cluster window opens.
                                                    Step 6   Select Advanced Server Settings in the Cisco Unified Communications Manager Server Settings section.
                                                    Step 7   Specify the IP address of your primary TFTP server in the TFTP Server field.
                                                    Step 8   Specify the IP address of your backup TFTP servers in the Backup Server #1 and Backup Server #2 fields.
                                                    Step 9   Select Save. The Edit Cluster window closes.
                                                    Step 10   Select Save in the Unified Communications window.

                                                    Create a CCMCIP Profile

                                                    The client gets device lists for users from the CCMCIP server.

                                                    Procedure
                                                      Step 1   Open the Cisco Unified Presence Administration interface.
                                                      Step 2   Select Application > Cisco Jabber > CCMCIP Profile.
                                                      Note   

                                                      In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > CCMCIP Profile.

                                                      The Find and List CCMCIP Profiles window opens.

                                                      Step 3   Select Add New.

                                                      The CCMCIP Profile Configuration window opens.

                                                      Step 4   Specify service details in the CCMCIP profile as follows:
                                                      1. Specify a name for the profile in the Name field.
                                                      2. Specify the hostname or IP address of your primary CCMCIP service in the Primary CCMCIP Host field.
                                                      3. Specify the hostname or IP address of your backup CCMCIP service in the Backup CCMCIP Host field.
                                                      4. Leave the default value for Server Certificate Verification.
                                                      Step 5   Add users to the CCMCIP profile as follows:
                                                      1. Select Add Users to Profile.

                                                        The Find and List Users dialog box opens.

                                                      2. Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                                                      3. Select the appropriate users from the list.
                                                      4. Select Add Selected.

                                                        The selected users are added to the CCMCIP profile.

                                                      Step 6   Select Save.
                                                      Related Information

                                                      Dial Plan Mapping

                                                      You configure dial plan mapping to ensure that dialing rules on Cisco Unified Communications Manager match dialing rules on your directory.

                                                      Application Dial Rules

                                                      Application dial rules automatically add or remove digits in phone numbers that users dial. Application dialing rules manipulate numbers that users dial from the client.

                                                      For example, you can configure a dial rule that automatically adds the digit 9 to the start of a 7 digit phone number to provide access to outside lines.

                                                      Directory Lookup Dial Rules

                                                      Directory lookup dial rules transform caller ID numbers into numbers that the client can lookup in the directory. Each directory lookup rule you define specifies which numbers to transform based on the initial digits and the length of the number.

                                                      For example, you can create a directory lookup rule that automatically removes the area code and two digit prefix digits from 10 digit telephone numbers. An example of this type of rule is to transform 4089023139 into 23139.

                                                      Publish Dial Rules

                                                      Cisco Unified Communications Manager versions 8.5 and lower do not automatically publish dial rules to the client. For this reason, you must deploy a COP file to publish your dial rules. This COP file copies your dial rules from the Cisco Unified Communications Manager database to an XML file on your TFTP server. The client can then download that XML file and access your dial rules.

                                                      Before You Begin
                                                      1. Create your dial rules in Cisco Unified Communications Manager.
                                                      2. Download the Cisco Jabber for Windows administration package from Cisco.com.
                                                      3. Copy cmterm-csf-dialrule-wizard-0.1.cop.sgn from the Cisco Jabber for Windows administration package to your file system.
                                                      Procedure
                                                        Step 1   Open the Cisco Unified OS Administration interface.
                                                        Step 2   Select Software Upgrades > Install/Upgrade.
                                                        Step 3   Specify the location of cmterm-csf-dialrule-wizard-0.1.cop.sgn in the Software Installation/Upgrade window.
                                                        Step 4   Select Next.
                                                        Step 5   Select cmterm-csf-dialrule-wizard-0.1.cop.sgn from the Available Software list.
                                                        Step 6   Select Next and then select Install.
                                                        Step 7   Restart the TFTP service.
                                                        Step 8   Open the dial rules XML files in a browser to verify that they are available on your TFTP server.
                                                        1. Navigate to http://tftp_server_address:6970/CUPC/AppDialRules.xml.
                                                        2. Navigate to http://tftp_server_address:6970/CUPC/DirLookupDialRules.xml.

                                                        If you can access AppDialRules.xml and DirLookupDialRules.xml with your browser, the client can download your dial rules.

                                                        Step 9   Repeat the preceding steps for each Cisco Unified Communications Manager instance that runs a TFTP service.
                                                        What to Do Next

                                                        After you repeat the preceding steps on each Cisco Unified Communications Manager instance, restart Cisco Jabber.

                                                        Set Up Voicemail

                                                        Setting up voicemail enables users to receive voice mail messages and redirect incoming audio calls to the voicemail service. As part of the task of setting up voicemail, you can also configure a mailstore to enable visual voicemail in the client.

                                                        Configure Cisco Unity Connection

                                                        To configure Cisco Unity Connection, you must create user profiles and then provide users with IMAP access.

                                                        See the Cisco Unity Connection documentation for specific configuration tasks.

                                                        Procedure
                                                          Step 1   Create user profiles on Cisco Unity Connection.
                                                          Step 2   Provide users with IMAP access.
                                                          1. Open the Cisco Unity Connection administrative interface.
                                                          2. Select Class of Service.

                                                            The Edit Class of Service window opens.

                                                          3. Locate the Licensed Features section.
                                                          4. Select Allow Users to Access Voice Mail Using an IMAP Client and/or Single Inbox.
                                                          5. Select Allow IMAP Users to Access Message Bodies.
                                                          6. Select Save.
                                                          Related Information

                                                          Add a Voicemail Server

                                                          Complete the steps in this task to add your voicemail server on Cisco Unified Presence.

                                                          Procedure
                                                            Step 1   Open the Cisco Unified Presence Administration interface.
                                                            Step 2   Select Application > Cisco Jabber > Voicemail Server.
                                                            Note   

                                                            In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > Voicemail Server.

                                                            The Find and List Voicemail Servers window opens.

                                                            Step 3   Select Add New.

                                                            The Voicemail Server Configuration window opens.

                                                            Step 4   Select Unity Connection from the Server Type drop-down list.
                                                            Step 5   Specify the required details on the Voicemail Server Configuration window.
                                                            Step 6   Select Save.
                                                            Related Information

                                                            Create a Mailstore

                                                            Complete the steps in this task to create a mailstore on Cisco Unified Presence.

                                                            Procedure
                                                              Step 1   Open the Cisco Unified Presence Administration interface.
                                                              Step 2   Select Application > Cisco Jabber > Mailstore.
                                                              Note   

                                                              In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > Mailstore.

                                                              The Find and List Mailstore Servers window opens.

                                                              Step 3   Select Add New.

                                                              The Mailstore Configuration window opens.

                                                              Step 4   Specify the required details on the Mailstore Configuration window.
                                                              Step 5   Select Save.
                                                              Related Information

                                                              Create a Voicemail Profile

                                                              After you add a voicemail server, you must create a voicemail profile and add that server to the profile.

                                                              Procedure
                                                                Step 1   Open the Cisco Unified Presence Administration interface.
                                                                Step 2   Select Application > Cisco Jabber > Voicemail Profile.
                                                                Note   

                                                                In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > Voicemail Profile.

                                                                The Find and List Voicemail Profiles window opens.

                                                                Step 3   Select Add New.

                                                                The Voicemail Profile Configuration window opens.

                                                                Step 4   Specify the required details on the Voicemail Profile Configuration window.
                                                                Step 5   Add users to the voicemail profile as follows:
                                                                1. Select Add Users to Profile.

                                                                  The Find and List Users dialog box opens.

                                                                2. Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
                                                                3. Select the appropriate users from the list.
                                                                4. Select Add Selected.

                                                                  The selected users are added to the voicemail profile.

                                                                Step 6   Select Save.
                                                                Related Information

                                                                Configure Retrieval and Redirection

                                                                Configure retrieval so that users can access voice mail messages in the client interface. Configure redirection so that users can send incoming calls to voice mail. You configure retrieval and redirection on Cisco Unified Communications Manager.

                                                                Procedure
                                                                  Step 1   Open the Cisco Unified CM Administration interface.
                                                                  Step 2   Configure the voicemail pilot.
                                                                  1. Select Advanced Features > Voice Mail > Voice Mail Pilot.

                                                                    The Find and List Voice Mail Pilots window opens.

                                                                  2. Select Add New.

                                                                    The Voice Mail Pilot Configuration window opens.

                                                                  3. Specify the appropriate details on the Voice Mail Pilot Configuration window.
                                                                  4. Select Save.
                                                                  Step 3   Add the voicemail pilot to the voicemail profile.
                                                                  1. Select Advanced Features > Voice Mail > Voice Mail Profile.

                                                                    The Find and List Voice Mail Mail Profiles window opens.

                                                                  2. Specify the appropriate filters in the Find Voice Mail Profile where Voice Mail Profile Name field and then select Find to retrieve a list of profiles.
                                                                  3. Select the appropriate profile from the list.

                                                                    The Voice Mail Pilot Configuration window opens.

                                                                  4. Select the voicemail pilot from the Voice Mail Pilot drop-down list.
                                                                  5. Select Save.
                                                                  Step 4   Specify the voicemail profile in the directory number configuration.
                                                                  1. Select Device > Phone.

                                                                    The Find and List Phones window opens.

                                                                  2. Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
                                                                  3. Select the appropriate device from the list.

                                                                    The Phone Configuration window opens.

                                                                  4. Locate the Association Information section.
                                                                  5. Select the appropriate device number.

                                                                    The Directory Number Configuration window opens.

                                                                  6. Locate the Directory Number Settings section.
                                                                  7. Select the voicemail profile from the Voice Mail Profile drop-down list.
                                                                  8. Select Save.

                                                                  Set a Voicemail Credentials Source

                                                                  You can specify a voicemail credentials source on Cisco Unified Presence.


                                                                  Tip

                                                                  In hybrid cloud-based deployments, you can set a voicemail credentials source as part of your configuration file with the VoiceMailService_UseCredentialsFrom parameter. See the Installation and Configuration Guide for more information.

                                                                  Procedure
                                                                    Step 1   Open the Cisco Unified Presence Administration interface.
                                                                    Step 2   Select Application > Cisco Jabber > Settings.

                                                                    In some versions of Cisco Unified Presence this path is as follows: Application > Cisco Unified Personal Communicator > Settings

                                                                    Step 3   In the Cisco Jabber Settings section, select CUP from the Credentials source for voicemail service drop-down list.
                                                                    Note   

                                                                    Do not select Web Conferencing from the Credentials source for voicemail service drop-down list. You cannot currently use conferencing credentials as a credentials source for voicemail services.

                                                                    The user's credentials for Cisco Unified Presence match the user's voicemail credentials. As a result, users do not need to specify their voicemail credentials in the client user interface.

                                                                    What to Do Next

                                                                    Important:

                                                                    There is no mechanism to synchronize credentials between servers. If you specify a credentials source, you must ensure that those credentials match the user's voicemail credentials.

                                                                    For example, you specify that a user's Cisco Unified Presence credentials match the user's Cisco Unity Connection credentials. The user's Cisco Unified Presence credentials then change. You must update the user's Cisco Unity Connection credentials to reflect that change.

                                                                    Set Up Conferencing

                                                                    Conferencing capabilities enable users to create and attend meetings. Review the different types of conferencing deployments you can configure. Learn how to set up authentication and enable communication between the conferencing service and the client.

                                                                    Set Up Cloud-Based Conferencing

                                                                    Cisco WebEx Meeting Center provides cloud-based meeting and conferencing services for the client.

                                                                    Integration with Cisco WebEx Meeting Center

                                                                    As of this release, there are two types of Cisco WebEx Meeting Center integration for on-premises deployments:
                                                                    • Cloud-Based integration
                                                                    • Hybrid cloud-based integration
                                                                    Cloud-Based Integration
                                                                    Cloud-Based integration refers to an environment in which Cisco WebEx Meeting Center provides the following services to the client:
                                                                    • Data such as participant chat and roster lists.
                                                                    • Audio and video capabilities.
                                                                    Hybrid Cloud-Based Integration
                                                                    Hybrid cloud-based integration refers to an environment in which:
                                                                    • Cisco WebEx Meeting Center provides data such as participant chat and roster lists.
                                                                    • A conferencing bridge provides audio and video capabilities.
                                                                    Authentication with Cisco WebEx Meeting Center
                                                                    Attention:

                                                                    As of this release, Cisco Jabber for Windows integrates directly with Cisco WebEx Meeting Center. Cisco WebEx Meeting Center must be able to verify user credentials. The client does not currently support authentication redirection to any identity provider, including on-premises deployments of Cisco Unified MeetingPlace.

                                                                    Because Cisco Jabber for Windows integrates directly with Cisco WebEx Meeting Center, you must do the following to enable authentication:
                                                                    1. Create a user account for Cisco WebEx Meeting Center using the Cisco WebEx Administration Tool.
                                                                    2. Provide Cisco WebEx Meeting Center user credentials to the client. See Provide Conferencing Credentials for more information.
                                                                    Related Tasks

                                                                    Provide Conferencing Credentials

                                                                    Choose one of the following methods to provide conferencing credentials to the client:
                                                                    • Users individually specify their credentials in the Options window.
                                                                    • You specify a credentials source for the conferencing service on Cisco Unified Presence.
                                                                    Related Concepts
                                                                    Related Tasks
                                                                    Specify Conferencing Credentials in the Client

                                                                    Users can specify their credentials in the Meetings tab on the Options window.

                                                                    To open the Options window, select File > Options.

                                                                    Related References
                                                                    Specify a Credentials Source on Cisco Unified Presence

                                                                    Complete the steps in this task to specify a credentials source on Cisco Unified Presence.

                                                                    Important:

                                                                    There is no mechanism to synchronize credentials you specify in Cisco Unified Presence with credentials you specify in Cisco WebEx Meeting Center.

                                                                    If you specify a credentials source in Cisco Unified Presence, you must ensure that those credentials match the user’s Cisco WebEx Meeting Center credentials.

                                                                    For example, you specify that a user’s Cisco Unified Presence credentials match the user’s Cisco WebEx Meeting Center credentials. The user’s Cisco Unified Presence credentials then change. You must update the user’s Cisco WebEx Meeting Center credentials to reflect that change.

                                                                    Procedure
                                                                      Step 1   Open the Cisco Unified Presence Administration interface.
                                                                      Step 2   Select Application > Cisco Jabber > Settings.

                                                                      In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > Settings.

                                                                      Step 3   In the Cisco Jabber Settings section, select one of the following from the Credentials source for web conferencing service drop-down list:
                                                                      Not set

                                                                      The user does not have a credentials source that matches their Cisco WebEx Meeting Center credentials.

                                                                      CUP

                                                                      The user’s Cisco Unified Presence credentials match their Cisco WebEx Meeting Center credentials.

                                                                      Voicemail

                                                                      The user’s Cisco Unity Connection credentials match their Cisco WebEx Meeting Center credentials.

                                                                      Step 4   Select Save.

                                                                      Set Up Cisco WebEx Meeting Center on Cisco Unified Presence

                                                                      The client retrieves Cisco WebEx Meeting Center details from the conferencing profile on Cisco Unified Presence. You must add your details for Cisco WebEx Meeting Center, add Cisco WebEx Meeting Center a profile, and then add users to the profile.

                                                                      Related Concepts
                                                                      Related Tasks
                                                                      Add Cisco WebEx Meeting Center

                                                                      The first step to setting up conferencing on Cisco Unified Presence is to add your details for Cisco WebEx Meeting Center.

                                                                      Procedure
                                                                        Step 1   Open the Cisco Unified Presence Administration interface.
                                                                        Step 2   Select Application > Cisco Jabber > Conferencing Server.

                                                                        In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > Conferencing Server.

                                                                        Step 3   Select Add New.

                                                                        The Conferencing Server Configuration window opens.

                                                                        Step 4   Specify details for Cisco WebEx Meeting Center in the following fields:
                                                                        Name

                                                                        Enter a name for the configuration.

                                                                        The name you specify displays when you add services to profiles. Ensure the name you specify is unique, meaningful, and easy to identify.

                                                                        Description

                                                                        Enter an optional description.

                                                                        Hostname/IP Address

                                                                        Specify the hostname of the Cisco WebEx Meeting Center site.

                                                                        Note   

                                                                        You must specify a hostname, not an IP address.

                                                                        Port

                                                                        Specify a port number for the Cisco WebEx Meeting Center site.

                                                                        Protocol

                                                                        Select HTTPS from the drop-down list.

                                                                        Server Type

                                                                        Select WebEx from the drop-down list.

                                                                        Site ID

                                                                        Specify the primary site ID for Cisco WebEx Meeting Center.

                                                                        Note   

                                                                        The Site ID field is optional. The client does not require a site ID to integrate with Cisco WebEx Meeting Center.

                                                                        Partner ID

                                                                        Specify the appropriate partner ID for Cisco WebEx Meeting Center.

                                                                        Note   

                                                                        The Partner ID field is optional. The client does not require a partner ID to integrate with Cisco WebEx Meeting Center.

                                                                        Step 5   Select Save.
                                                                        Add Cisco WebEx Meeting Center to a Profile

                                                                        After you add Cisco WebEx Meeting Center on Cisco Unified Presence, you add Cisco WebEx Meeting Center to a conferencing profile. The client can then retrieve the details for Cisco WebEx Meeting Center from the profile and access the conferencing features.

                                                                        Procedure
                                                                          Step 1   Open the Cisco Unified Presence Administration interface.
                                                                          Step 2   Select Application > Cisco Jabber > Conferencing Profile.

                                                                          In some versions of Cisco Unified Presence, this path is as follows: Application > Cisco Unified Personal Communicator > Conferencing Profile.

                                                                          Step 3   Select Add New.

                                                                          The Conferencing Profile Configuration window opens.

                                                                          Step 4   Specify details for the profile in the following fields:
                                                                          Name
                                                                          Enter a name for the configuration.
                                                                          Description

                                                                          Enter an optional description.

                                                                          Primary Conferencing Server

                                                                          Select the primary Cisco WebEx Meeting Center site from the drop-down list.

                                                                          Note   

                                                                          The client uses only the site you select from the Primary Conferencing Server drop-down list. You do not need to select a site from the Backup Conferencing Server drop-down list.

                                                                          Server Certificate Verification
                                                                          Select one of the following from the drop-down list:
                                                                          • Any Certificate
                                                                          • Self Signed or Keystore
                                                                          • Keystore Only
                                                                          Step 5   Select the Make this the default Conferencing Profile for the system checkbox to set this profile as the system default.
                                                                          Step 6   Add users to the conferencing profile as follows:
                                                                          1. Select Add Users to Profile in the Users in Profile section.

                                                                            The Find and List Users dialog box opens.

                                                                          2. Select Find to retrieve a list of users.
                                                                          3. Select the appropriate users from the list.
                                                                          4. Select Add Selected.

                                                                            The selected users are added to the profile and the Find and List Users dialog box closes.

                                                                          Step 7   Select Save.