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Contents

Set Up On-Premises Deployments with Cisco Unified Communications Manager Version 9.x and Higher

Learn how to set up an on-premises deployment with Cisco Unified Communications Manager and Cisco Unified Communications IM and 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 Communications IM and 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 Communications IM and 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 Communications IM and 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. Create a service profile.
  4. 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 IM and 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 SIP Proxy
    • Cisco Sync Agent
    • Cisco XCP Authentication Service
    • Cisco XCP Connection Manager
    • Cisco 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 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 Communications Manager 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

            Create a Service Profile

            You create a service profile that contains the configuration settings for the services you add on Cisco Unified Communications Manager. You add the service profile to the end user configuration for your users. The client can then retrieve settings for available services from the service profile.

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

              The Find and List Service Profiles window opens.

              Step 3   Select Add New.

              The Service Profile Configuration window opens.

              Step 4   Enter settings on the Service Profile Configuration window as follows:
              1. Specify a unique name for the service profile in the Name field.
              2. Specify an optional description in the Description field.
              3. Select Make this the default service profile for the system, if appropriate.
              Step 5   Select Save.
              What to Do Next

              Complete the steps to set up instant messaging and presence. You can add your service profile to the end user configuration at the same time that you enable users for instant messaging and presence.

              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

              Enable and configure instant messaging capabilities.

              Procedure
                Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                Step 2   Select Messaging > Settings.
                Step 3   Select the following options:
                • Enable instant messaging
                • Allow clients to log instant message history
                Step 4   Select other messaging settings as appropriate.
                Step 5   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

                Enable File Transfers and Screen Captures

                You can enable or disable file transfers and screen captures through the Cisco XCP Router service on Cisco Unified Communications IM and Presence. File transfers and screen captures setting are enabled by default. However, you should verify the setting when you set up your deployment.

                Procedure
                  Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                  Step 2   Select System > Service Parameters.
                  Step 3   Select the appropriate server from the Server drop-down list.
                  Step 4   Select Cisco XCP Router from the Service drop-down list.

                  The Service Parameter Configuration window opens.

                  Step 5   Locate the Enable file transfer parameter.
                  Step 6   Select the appropriate value from the Parameter Value drop-down list..
                  Step 7   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 CM IM and 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.

                    Add an Instant Messaging and Presence Service

                    Provide users with instant messaging and presence capabilities.

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

                      The Find and List UC Services window opens.

                      Step 3   Select Add New.

                      The UC Service Configuration window opens.

                      Step 4   In the Add a UC Service section, select IM and Presence from the UC Service Type drop-down list.
                      Step 5   Select Next.
                      Step 6   Provide details for the instant messaging and presence service as follows:
                      1. Select Unified CM (IM and Presence) from the Product Type drop-down list.
                      2. Specify a name for the service in the Name field.

                        The name you specify displays when you add the service to a profile. Ensure the name you specify is unique, meaningful, and easy to identify.

                      3. Specify an optional description in the Description field.
                      4. Specify the instant messaging and presence service address in the Host Name/IP Address field.
                      Step 7   Select Save.
                      What to Do Next

                      Add the instant messaging and presence service to your service profile.

                      Related Information

                      Apply Instant Messaging and Presence Service

                      After you add an instant messaging and presence service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

                      Before You Begin

                      Create a service profile.

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

                        The Find and List Service Profiles window opens.

                        Step 3   Find and select your service profile.

                        The Service Profile Configuration window opens.

                        Step 4   In the IM and Presence Profile section, select up to three services from the following drop-down lists:
                        • Primary
                        • Secondary
                        • Tertiary
                        Step 5   Select Save.
                        Related Information

                        Configure Users

                        To configure users, you enable instant messaging and presence and add a service profile to the users.

                        Configure Users Individually

                        Enable instant messaging and presence and add your service profile to individual users.

                        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 username from the list.

                          The End User Configuration window opens.

                          Step 5   Locate the Service Settings section and do the following:
                          1. Select Enable User for Unified CU IM and Presence.
                          2. Select your service profile from the UC Service Profile drop-down list.
                          Step 6   Select Save.
                          Related Information

                          Configure Users in Bulk

                          Enable instant messaging and presence and add your service profile to multiple users.

                          Procedure
                            Step 1   Open the Cisco Unified CM Administration interface.
                            Step 2   Select Bulk Administration > Users > Update Users > Query.

                            The Find and List Users To Update 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 Next.

                            The Update Users Configuration window opens.

                            Step 5   Select both of the Enable User for Unified CU IM and Presence check boxes.
                            Important:

                            There are two check boxes for Enable User for Unified CU IM and Presence. To disable instant messaging and presence, you select one check box. To enable instant messaging and presence, you select both check boxes.

                            Step 6   Select the UC Service Profile check box and then select your service profile from the drop-down list.
                            Step 7   In the Job Information section, specify if you want to run the job immediately or at a later time.
                            Step 8   Select Submit.
                            Related Information

                            Enable Presence for Calendar Events

                            To enable presence status for calendar events, users must individually enable a preference in the Cisco Unified CM IM and 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 CM IM and 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 CM IM and 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

                              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 Setup topic in 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.

                                Video Desktop Sharing

                                Binary Floor Control Protocol (BFCP) provides video desktop sharing capabilities for CSF devices. Cisco Unified Communications Manager handles the BFCP packets that users transmit when using video desktop sharing capabilities. On Cisco Unified Communications Manager version 9.0(1) and higher, BFCP presentation sharing is automatically enabled. For this reason, you do not need to perform any steps to enable video desktop sharing on 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
                                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

                                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

                                          Add a CTI Service

                                          The CTI service lets users control devices.

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

                                            The Find and List UC Services window opens.

                                            Step 3   Select Add New.

                                            The UC Service Configuration window opens.

                                            Step 4   In the Add a UC Service section, select CTI from the UC Service Type drop-down list.
                                            Step 5   Select Next.
                                            Step 6   Provide details for the instant messaging and presence service as follows:
                                            1. Specify a name for the service in the Name field.

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

                                            2. Specify an optional description in the Description field.
                                            3. Specify the CTI service address in the Host Name/IP Address field.
                                            4. Specify the port number for the CTI service in the Port field.
                                            Step 7   Select Save.
                                            What to Do Next

                                            Add the CTI service to your service profile.

                                            Related Information
                                            Apply CTI Service

                                            After you add a CTI service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

                                            Before You Begin

                                            Create a service profile.

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

                                              The Find and List Service Profiles window opens.

                                              Step 3   Find and select your service profile.

                                              The Service Profile Configuration window opens.

                                              Step 4   In the CTI Profile section, select up to three services from the following drop-down lists:
                                              • Primary
                                              • Secondary
                                              • Tertiary
                                              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 Access Control Group.

                                                The Find and List Access Control Groups dialog box opens.

                                                Step 13   Select the access control groups to which you want to assign the user.
                                                At a minimum you should assign the user to the following access control groups:
                                                • Standard CCM End Users
                                                • Standard CTI Enabled
                                                Certain phone models require additional control 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 Access Control Groups window closes.

                                                Step 15   Select Save on the End User Configuration window.

                                                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 Communications IM and Presence

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

                                                Procedure
                                                  Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                                                  Step 2   Select Application > Legacy Clients > Settings.

                                                  The Legacy Client Settings window opens.

                                                  Step 3   Locate the Legacy Client Security Settings section.
                                                  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.

                                                    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.

                                                      Create a CCMCIP Profile

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

                                                      Procedure
                                                        Step 1   Open the Cisco Unified CM IM and Presence Administration interface.
                                                        Step 2   Select Application > Legacy Clients > 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 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 Service

                                                            Allow users to receive voice messages.

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

                                                              The Find and List UC Services window opens.

                                                              Step 3   Select Add New.

                                                              The UC Service Configuration window opens.

                                                              Step 4   In the Add a UC Service section, select Voicemail from the UC Service Type drop-down list.
                                                              Step 5   Select Next.
                                                              Step 6   Provide details for the instant messaging and presence service as follows:
                                                              1. Select Unity Connection from the Product Type drop-down list.
                                                              2. Specify a name for the service in the Name field.

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

                                                              3. Specify an optional description in the Description field.
                                                              4. Specify the voicemail service address in the Host Name/IP Address field.
                                                              5. Specify the port number for the voicemail service in the Port field.
                                                              6. Select one of the following from the Protocol drop-down list:
                                                                • HTTP
                                                                • HTTPS
                                                              Step 7   Select Save.
                                                              What to Do Next

                                                              Add the voicemail service to your service profile.

                                                              Related Information

                                                              Apply Voicemail Service

                                                              After you add a voicemail service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

                                                              Before You Begin

                                                              Create a service profile.

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

                                                                The Find and List Service Profiles window opens.

                                                                Step 3   Find and select your service profile.

                                                                The Service Profile Configuration window opens.

                                                                Step 4   Configure the Voicemail Profile section as follows:
                                                                1. Select up to three services from the following drop-down lists:
                                                                  • Primary
                                                                  • Secondary
                                                                  • Tertiary
                                                                2. To synchronize credentials with the voicemail service, select Unified CM - IM and Presence from the Credentials source for voicemail service drop-down list.

                                                                  Unified CM - IM and Presence uses the instant messaging and presence credentials to log in to the voicemail service. As a result, users do not need to enter their credentials for voicemail services in the client.

                                                                  Note   

                                                                  Do not select Web conferencing. This option uses the conferencing credentials to log in to the voicemail service. You cannot currently synchronize with conferencing credentials.

                                                                Step 5   Select Save.
                                                                Related Information

                                                                Add a Mailstore Service

                                                                The mailstore service provides users with visual voicemail capabilities.

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

                                                                  The Find and List UC Services window opens.

                                                                  Step 3   Select Add New.

                                                                  The UC Service Configuration window opens.

                                                                  Step 4   In the Add a UC Service section, select MailStore from the UC Service Type drop-down list.
                                                                  Step 5   Select Next.
                                                                  Step 6   Provide details for the instant messaging and presence service as follows:
                                                                  1. Specify a name for the service in the Name field.

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

                                                                  2. Specify an optional description in the Description field.
                                                                  3. Specify the mailstore service address in the Host Name/IP Address field.
                                                                  4. Specify the port number for the mailstore service in the Port field.
                                                                  Step 7   Select Save.
                                                                  What to Do Next

                                                                  Add the mailstore service to your service profile.

                                                                  Related Information

                                                                  Apply Mailstore Service

                                                                  After you add a mailstore service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

                                                                  Before You Begin

                                                                  Create a service profile.

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

                                                                    The Find and List Service Profiles window opens.

                                                                    Step 3   Find and select your service profile.

                                                                    The Service Profile Configuration window opens.

                                                                    Step 4   Configure the MailStore Profile section as follows:
                                                                    1. Select up to three services from the following drop-down lists:
                                                                      • Primary
                                                                      • Secondary
                                                                      • Tertiary
                                                                    2. Specify appropriate values for the following fields:
                                                                      • Inbox Folder
                                                                      • Trash Folder
                                                                      • Polling Interval
                                                                    3. Select the Allow dual folder mode if your mailstore supports IMAP UIDPLUS extensions.
                                                                    Step 5   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 for users.


                                                                      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 CM Administration interface.
                                                                        Step 2   Select User Management > User Settings > Service Profile.
                                                                        Step 3   Select the appropriate service profile to open the Service Profile Configuration window.
                                                                        Step 4   In the Voicemail Profile section, select Unified CM - IM and Presence 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 instant messaging and presence credentials 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 instant messaging and presence credentials match the user's Cisco Unity Connection credentials. The user's instant messaging and 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 on Cisco Unified Communications Manager when you apply the conferencing service to the service profile. See the topic in this section that describes how to add the conferencing server to the service profile for instructions.
                                                                        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

                                                                        Add Cisco WebEx Meeting Center

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

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

                                                                          The Find and List UC Services window opens.

                                                                          Step 3   Select Add New.

                                                                          The UC Service Configuration window opens.

                                                                          Step 4   In the Add a UC Service section, select Conferencing from the UC Service Type drop-down list.
                                                                          Step 5   Select Next.
                                                                          Step 6   Specify details for the Cisco WebEx Meeting Center site in the following fields:
                                                                          Product Type

                                                                          Select WebEx (Conferencing).

                                                                          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.

                                                                          Host Name/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.

                                                                          Step 7   Choose the appropriate value for the User web conference server as SSO identity provider check box:
                                                                          Cleared

                                                                          Do not use Cisco WebEx as the single sign-on (SSO) identity provider.

                                                                          Selected

                                                                          Use Cisco WebEx as the single sign-on (SSO) identity provider.

                                                                          Note   

                                                                          This field is available only if you select WebEx (Conferencing) from the Product Type drop-down list.

                                                                          Step 8   Select Save.
                                                                          What to Do Next

                                                                          Add Cisco WebEx Meeting Center to a service profile.

                                                                          Related Concepts
                                                                          Related Tasks
                                                                          Related Information
                                                                          Add Cisco WebEx Meeting Center to a Profile

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

                                                                          Before You Begin

                                                                          Create a service profile.

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

                                                                            The Find and List Service Profiles window opens.

                                                                            Step 3   Find and select your service profile.

                                                                            The Service Profile Configuration window opens.

                                                                            Step 4   Configure the Conferencing Profile section as follows:
                                                                            1. Select your service from the Primary drop-down list.
                                                                              Note   

                                                                              The client uses only the service you select from the Primary drop-down list. You do not need to select services from the Secondary or Tertiary drop-down lists.

                                                                            2. Select the appropriate value from the Server Certificate Verification drop-down list.
                                                                            3. Select one of the following from the Credentials source for web conference service drop-down list:
                                                                              Not set

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

                                                                              Unified CM - IM and Presence
                                                                              The user’s Cisco Unified Communications IM and Presence credentials match their Cisco WebEx Meeting Center credentials.
                                                                              Voicemail
                                                                              The user’s Cisco Unity Connection credentials match their Cisco WebEx Meeting Center credentials.
                                                                              Important:

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

                                                                              There is no mechanism to synchronize the credentials you specify in Cisco Unified Communications Manager with credentials you specify in Cisco WebEx Meeting Center. For example, you specify that a user’s instant messaging and presence credentials are synchronized with the user’s Cisco WebEx Meeting Center credentials. The user’s instant messaging and presence credentials then change. You must update the user’s Cisco WebEx Meeting Center credentials to match that change.

                                                                            Step 5   Select Save.
                                                                            Related Information