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.
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 (IM Only)
The primary authentication for users is to Cisco Unified Presence.
Users have only instant messaging and presence capabilities. You can optionally provision users with desk phone devices that they can control with the client.
To set up a deployment with instant messaging and presence capabilities only, complete the following tasks in this chapter:
Activate and start essential services.
Configure directory integration.
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 XCP Text Conference 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.
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, the client 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.
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.
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:
Select Messaging > Settings.
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:
Select Presence > Settings.
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:
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.
Users specify privacy settings in the client as follows:
Inside Your Organization
Users can choose to allow or block contacts from inside your organization.
If users choose to allow presence subscription requests and
you select Allow users to view the availability of other users without being prompted for approval, the client automatically accepts all presence subscription requests without prompting users.
you do not select Allow users to view the availability of other users without being prompted for approval, the client prompts users for all presence subscription requests.
If users choose to block contacts, only their existing contacts can see their availability status. In other words, only those contacts who have already subscribed to the user's presence can see their availability status.
Note
When searching for contacts in your organization, users can see the temporary availability status of all users in the organization. However, if User A blocks User B, User B cannot see the temporary availability status of User A in the search list.
Outside Your Organization
Users can choose the following options for contacts from outside your organization:
Have the client prompt them for each presence subscription request.
Block all contacts so that only their existing contacts can see their availability status. In other words, only those contacts who have already subscribed to the user's presence can see their availability status.
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.
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 Managerversion 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.
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.
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 8.61 and then upgrade to Cisco Unified Communications Manager 8.62, 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:
Select Device > Device Settings > SIP Profile.
Select your SIP profile.
In the SIP Profile Information section, select Allow Presentation Sharing Using BFCP.
Select the Override the existing configuration option.
Import the CSV file.
Select Run Immediately.
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.
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:
Select Allow Presentation Sharing using BFCP in the Trunk Specific Configuration section of the SIP profile.
Select the SIP profile from the SIP Profile drop-down list on the CSF device configuration.
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 administration package from Cisco.com.
Step 2
Copy cmterm-bfcp-e.8-6-2.cop.sgn from the Cisco Jabber 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:
Open the Cisco Unified OS Administration interface.
Select Settings > Version.
Select Restart.
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.
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:
Locate the Users Associated with Line section.
Select Associate End Users.
The Find and List Users dialog box opens.
Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
Select the appropriate users from the list.
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.
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:
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.
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
Complete the following steps to enable desk phone video capabilities:
Locate the Product Specific Configuration Layout section.
Select Enabled from the Video Capabilities drop-down list.
Note
If possible, you should enable desk phone video capabilities on the device configuration. However, certain phone models do not include the Video Capabilities drop-down list at the device configuration level. In this case, you should open the Common Phone Profile Configuration window and then select Enabled from the Video Calling drop-down list.
See Desk Phone Video Configuration for more information about desk phone video.
Step 7
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 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.
Desk Phone Video Configuration
Desk phone video capabilities let users receive video transmitted to their desk phone devices on their computers through the client.
Set Up Desk Phone Video
To set up desk phone video, you must complete the following steps:
Physically connect the computer to the computer port on the desk phone device.
You must physically connect the computer to the desk phone device through the computer port so that the client can establish a connection to the device. You cannot use desk phone video capabilities with wireless connections to desk phone devices.
Tip
If users have both wireless and wired connections available, they should configure Microsoft Windows so that wireless connections do not take priority over wired connections. See the following Microsoft documentation for more information: An explanation of the Automatic Metric feature for Internet Protocol routes.
Enable the desk phone device for video in Cisco Unified Communications Manager.
Install Cisco Media Services Interface on the computer.
Cisco Media Services Interface provides the Cisco Discover Protocol (CDP) driver that enables the client to do the following:
Discover the desk phone device.
Establish and maintain a connection to the desk phone device using the CAST protocol.
Note
Download the Cisco Media Services Interface installation program from the download site on Cisco.com.
Desk Phone Video Considerations
Review the following considerations and limitations before you provision desk phone video capabilities to users:
You cannot use desk phone video capabilities on Microsoft Windows Vista.
You cannot use desk phone video capabilities on devices if video cameras are attached to the devices, such as a Cisco Unified IP Phone 9971. You can use desk phone video capabilities if you remove video cameras from the devices.
You cannot use desk phone video capabilities with devices that do not support CTI.
Video desktop sharing, using the BFCP protocol, is not supported with desk phone video.
It is not possible for endpoints that use SCCP to receive video only. SCCP endpoints must send and receive video. Instances where SCCP endpoints do not send video result in audio only calls.
7900 series phones must use SCCP for desk phone video capabilities. 7900 series phones cannot use SIP for desk phone video capabilities.
If a user initiates a call from the keypad on a desk phone device, the call starts as an audio call on the desk phone device. The client then escalates the call to video. For this reason, you cannot make video calls to devices that do not support escalation, such as H.323 endpoints. To use desk phone video capabilities with devices that do not support escalation, users should initiate calls from the client.
A compatibility issue exists with Cisco Unified IP Phones that use firmware version SCCP45.9-2-1S. You must upgrade your firmware to version SCCP45.9-3-1 to use desk phone video capabilities.
Some antivirus or firewall applications, such as Symantec EndPoint Protection, block inbound CDP packets, which disables desk phone video capabilities. You should configure your antivirus or firewall application to allow inbound CDP packets.
The following article provides additional details about this issue: http://www.symantec.com/docs/TECH105234
You must not select the Media Termination Point Required checkbox on the SIP trunk configuration for Cisco Unified Communications Manager. Desk phone video capabilities are not available if you select this checkbox.
If you encounter an error that indicates desk phone video capabilities are unavailable or the desk phone device is unknown, do the following:
Ensure you enable the desk phone device for video in Cisco Unified Communications Manager.
Reset the physical desk phone.
Exit the client.
Run services.msc on the computer where you installed the client.
Restart Cisco Media Services Interface.
Restart the client.
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:
Locate the Users Associated with Line section.
Select Associate End Users.
The Find and List Users dialog box opens.
Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
Select the appropriate users from the list.
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.
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.
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.
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.
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 with the Cisco WebEx Administration Tool
If the client connects to the Cisco WebEx Messenger service, you 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.
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:
Specify a name for the profile in the Name field.
Specify the hostname or IP address of your primary CCMCIP service in the Primary CCMCIP Host field.
Specify the hostname or IP address of your backup CCMCIP service in the Backup CCMCIP Host field.
Leave the default value for Server Certificate Verification.
Step 5
Add users to the CCMCIP profile as follows:
Select Add Users to Profile.
The Find and List Users dialog box opens.
Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
Select the appropriate users from the list.
Select Add Selected.
The selected users are added to the CCMCIP profile.
Step 6
Select Save.
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.
Cisco Unified Communications Manager version 8.5 or lower does 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.
Remember:
You must deploy the COP file every time you update or modify dial rules on Cisco Unified Communications Manager version 8.5 or lower.
Before You Begin
Create your dial rules in Cisco Unified Communications Manager.
Download the Cisco Jabber administration package from Cisco.com.
Copy cmterm-csf-dialrule-wizard-0.1.cop.sgn from the Cisco Jabber 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.
Navigate to http://tftp_server_address:6970/CUPC/AppDialRules.xml.
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 the client.
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.
Open the Cisco Unity Connection administrative interface.
Select Class of Service.
The Edit Class of Service window opens.
Locate the Licensed Features section.
Select Allow Users to Access Voice Mail Using an IMAP Client and/or Single Inbox.
Select Allow IMAP Users to Access Message Bodies.
Select Save.
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.
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:
Select Add Users to Profile.
The Find and List Users dialog box opens.
Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
Select the appropriate users from the list.
Select Add Selected.
The selected users are added to the voicemail profile.
Step 6
Select Save.
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.
Select Advanced Features > Voice Mail > Voice Mail Pilot.
The Find and List Voice Mail Pilots window opens.
Select Add New.
The Voice Mail Pilot Configuration window opens.
Specify the appropriate details on the Voice Mail Pilot Configuration window.
Select Save.
Step 3
Add the voicemail pilot to the voicemail profile.
Select Advanced Features > Voice Mail > Voice Mail Profile.
The Find and List Voice Mail Mail Profiles window opens.
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.
Select the appropriate profile from the list.
The Voice Mail Pilot Configuration window opens.
Select the voicemail pilot from the Voice Mail Pilot drop-down list.
Select Save.
Step 4
Specify the voicemail profile in the directory number configuration.
Select Device > Phone.
The Find and List Phones window opens.
Specify the appropriate filters in the Find Phone where field and then select Find to retrieve a list of devices.
Select the appropriate device from the list.
The Phone Configuration window opens.
Locate the Association Information section.
Select the appropriate device number.
The Directory Number Configuration window opens.
Locate the Directory Number Settings section.
Select the voicemail profile from the Voice Mail Profile drop-down list.
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 On-Premises Conferencing
Cisco WebEx Meetings Server provides on-premises meeting and conferencing services for the client.
Cisco WebEx Meetings Server Installation and Configuration
The first step in setting up integration between Cisco WebEx Meetings Server and the client is to install and configure Cisco WebEx Meetings Server. You should refer to the Cisco WebEx Meetings Server product documentation for installation and configuration procedures.
Restriction:
You cannot currently integrate Cisco Jabber with Cisco WebEx Meetings Server sites that you configure for single sign on (SSO).
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.
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 Meetings Server.
If you specify a credentials source in Cisco Unified Presence, you must ensure that those credentials match the user’s Cisco WebEx Meetings Server credentials.
For example, you specify that a user’s Cisco Unified Presence credentials match the user’s Cisco WebEx Meetings Server credentials. The user’s Cisco Unified Presence credentials then change. You must update the user’s Cisco WebEx Meetings Server 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 Meetings Server credentials.
CUP
The user’s Cisco Unified Presence credentials match their Cisco WebEx Meetings Server credentials.
Voicemail
The user’s Cisco Unity Connection credentials match their Cisco WebEx Meetings Server credentials.
Step 4
Select Save.
Set Up Cisco WebEx Meetings Server on Cisco Unified Presence
The client retrieves Cisco WebEx Meetings Server details from the conferencing profile on Cisco Unified Presence. You must add your details for Cisco WebEx Meetings Server, add Cisco WebEx Meetings Server to a profile, and then add users to the profile.
Add Cisco WebEx Meetings Server
The first step to setting up conferencing on Cisco Unified Presence is to add your details for Cisco WebEx Meetings Server.
Procedure
Step 1
Open the Cisco Unified Presence Administration interface.
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 Meetings Server 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
Enter the site URL for Cisco WebEx Meetings Server.
Port
Leave the default value.
Protocol
Select HTTPS from the drop-down list.
Server Type
Select WebEx from the drop-down list.
Site ID
Leave the default value.
You do not need to specify a value for this field.
Partner ID
Leave the default value.
You do not need to specify a value for this field.
Step 5
Select Save.
Add Cisco WebEx Meetings Server to a Profile
After you add Cisco WebEx Meetings Server on Cisco Unified Presence, you add Cisco WebEx Meetings Server to a conferencing profile. The client can then retrieve the details for Cisco WebEx Meetings Server from the profile and access the conferencing features.
Procedure
Step 1
Open the Cisco Unified Presence Administration interface.
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 instance of Cisco WebEx Meetings Server.
Backup Conferencing Server
Select the backup instance of Cisco WebEx Meetings Server.
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:
Select Add Users to Profile in the Users in Profile section.
The Find and List Users dialog box opens.
Select Find to retrieve a list of users.
Select the appropriate users from the list.
Select Add Selected.
The selected users are added to the profile and the Find and List Users dialog box closes.
Step 7
Select Save.
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
Cisco Jabber supports the following types of authentication with Cisco WebEx Meeting Center:
Direct Authentication
The client can pass user credentials directly to Cisco WebEx Meeting Center.
To enable direct authentication, complete the following steps:
Create user accounts for Cisco WebEx Meeting Center using the Cisco WebEx Administration Tool.
Cisco WebEx Meeting Center must validate user credentials in a direct authentication scenario. The user accounts hold the credentials so that Cisco WebEx Meeting Center can validate them when the client attempts to authenticate.
Provide Cisco WebEx Meeting Center user credentials to the client.
See Provide Conferencing Credentials for more information.
See the Overview of Loosely Coupled Integration topic in the Cisco WebEx documentation for more information.
Authentication with an Identity Provider
The client can redirect authentication from Cisco WebEx Meeting Center to an identity provider.
To enable authentication with an identity provider, complete the following steps:
Set up your identity provider as appropriate.
When users attempt to authenticate with Cisco WebEx Meeting Center, the client redirects that authentication to your identity provider. Your identity provider then validates the credentials and passes an authentication token back to the client. The client then passes that token to Cisco WebEx Meeting Center to complete the authentication process.
Provide Cisco WebEx Meeting Center user credentials to the client.
See Provide Conferencing Credentials for more information.
See the Using SSO with the Cisco WebEx and Cisco WebEx Meeting applications topic in the Cisco WebExdocumentation for more information about managing user identities with the Cisco WebEx Messenger service.
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.
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.
Specify a Credentials Source on Cisco Unified Presence
Complete the steps in this task to specify a credentials source on Cisco Unified Presence.
Restriction:
You cannot specify a credentials source on Cisco Unified Presence if you use an identity provider for authentication with Cisco WebEx Meeting Center.
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.
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 CenterCisco 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.
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:
Select Add Users to Profile in the Users in Profile section.
The Find and List Users dialog box opens.
Select Find to retrieve a list of users.
Select the appropriate users from the list.
Select Add Selected.
The selected users are added to the profile and the Find and List Users dialog box closes.