Centrex SMDI Integration Guide for Cisco Unity 3.0
Centrex SMDI Integration

Table Of Contents

Centrex SMDI Integration

Integration Overview

Integration Steps

Requirements

Integration Description

Integration Features

Configuring Cisco Unity for the Integration

Programming the Phone System

Testing the Centrex Connection

Testing the Integration


Centrex SMDI Integration


Integration Overview

Before performing the following integration steps, confirm that the Cisco Unity server is ready for the integration by completing the appropriate tasks in Chapters 1 through 3 of the Cisco Unity Installation Guide.

Integration Steps

Follow these steps to set up this integration.

1. Review the system and equipment requirements to confirm that all phone system and Cisco Unity server requirements have been met. See the "Requirements" section.

2. Configure Cisco Unity for the integration. See the "Configuring Cisco Unity for the Integration" section.

3. Program the phone system and extensions. See the "Programming the Phone System" section.

4. Test the connection to the public switched telephone network (PSTN). See the "Testing the Centrex Connection" section.

5. Test the integration. See the "Testing the Integration" section.

Requirements

The Centrex/SMDI integration supports configurations of the following components:

Phone System

Centrex 1AESS, 5ESS, or DMS100 service.

A Centrex service SMDI package, with one SMDI 4-wire private data link connected to the external modem.

A type 202T or 212T external modem, set to 1200 baud.

The data link of the external modem connected to a serial port (COM1 is the default) on the Cisco Unity server with an RS-232 serial cable.

The voice messaging lines from the PSTN connected to the voice cards in the Cisco Unity server.

Cisco Unity Server

The Dialogic® D/41EPCI, D/120JCT-LS, or D/120JCT-Euro voice cards, installed.

Cisco Unity installed and ready for the integration, as described in the Cisco Unity Installation Guide.


Caution To prevent Windows from mistaking the serial connection for a serial mouse when rebooting the Cisco Unity server, confirm that the Boot.ini file is set according to instructions. Otherwise, the integration will not work properly. For details on setting up the Boot.ini file, refer to "Installing Windows 2000 Server" in Chapter 3 of the Cisco Unity Installation Guide.

A system key that enables the integration and the appropriate number of voice messaging ports.

An available serial port (COM1 is the default).

Integration Description

The Centrex/SMDI integration uses a data link, which consists of an RS-232 serial cable, a line leased from the PSTN, and an external integration modem. The integration modem provides the data link connection between the Centrex system at the PSTN and the Cisco Unity server. This modem, which is connected to the Cisco Unity server through the RS-232 serial cable, must be compatible with the type of modem (type 202T or 212T) at the PSTN. The integration modem is separate from the modem in the Cisco Unity server, which is used for remote maintenance. The voice messaging lines from the Centrex system connect to the analog voice cards in the Cisco Unity server. Figure 1-1 shows the required connections.

Figure 1-1 Connections Between the Phone System and Cisco Unity

The PSTN system sends the following information through the data link:

The extension of the called party

The reason for the forward (the extension is busy, does not answer, or is set to forward all calls)

The extension of the calling party (for internal calls) or the phone number of the calling party (if it is an external call and the system uses caller ID)

Cisco Unity uses this information to answer the call appropriately. For example, a call forwarded to Cisco Unity is answered with the personal greeting of the subscriber. If the phone system routes the call to Cisco Unity without this information, Cisco Unity answers with the opening greeting.

Integration Features

The Centrex/SMDI integration with Cisco Unity provides the following features:

Call forward to personal greeting

When an incoming call is routed to an unanswered or busy extension, the call is forwarded to the voice mail of the subscriber. The caller then hears the personal greeting of the subscriber and can leave a message.

Caller ID

Cisco Unity receives caller ID information from the phone system (if available). This information appears in the subject line of the message in the desktop messaging application.

Easy message access

A subscriber can retrieve messages without entering an ID. Cisco Unity identifies a subscriber based on the extension from which the call originated. A password may be required.

Identified subscriber messaging

Cisco Unity automatically identifies a subscriber who leaves a message during a forwarded internal call, based on the extension from which the call originated.

Message waiting indication

When a message is waiting for a subscriber, Cisco Unity notifies the phone system to activate the message waiting indicator (MWI) on the subscriber's extension (a lamp or a stutter dial tone).


Configuring Cisco Unity for the Integration

After ensuring that the Cisco Unity server is ready for the integration by completing the appropriate tasks in Chapters 1 through 3 of the Cisco Unity Installation Guide, perform the following procedures to confirm that the integration is enabled and to enter the port settings.

To confirm that the integration is enabled


Step 1 On the Cisco Unity server, go to the Cisco Unity Administrator by doing one of the following:

In Internet Explorer, go to http://<server name>/web/sa.

Double-click the desktop shortcut to the Cisco Unity Administrator.

Step 2 Go to System > Licensing > Licensed Features.

Step 3 In the Integration field, confirm that the setting is Serial for a single phone system integration or Multiple Integrations for a dual phone system integration.

Step 4 If the setting is not Serial or Multiple Integrations, contact your sales representative for the necessary system key.

Step 5 Go to System > Switch. Confirm that the settings match those in the following table. If the settings are incorrect, integration features may not be enabled.

Table 1-1 Switch Settings

Switch Parameter
Required Setting

Manufacturer

Generic

Model

Centrex

Switch PBX Software Version

All w/ SMDI

Integration

Serial


Step 6 Click the Save icon.


To enter port settings


Step 1 In the Cisco Unity Administrator, go to System > Ports.

Step 2 Select a port in the table.

Step 3 Indicate the settings for the port.

For a hunt group, use the first voice-messaging ports for incoming calls and the last ports to dial out. This helps minimize the possibility of a collision, in which an incoming call arrives on a port at the same time that Cisco Unity takes the port off-hook to dial out.

Step 4 Repeat Steps 2 and 3 for the remaining ports.

Step 5 Click the Save icon.

Step 6 For the settings to take effect, exit the Cisco Unity software. For more information, see the appendix, "Exiting and Starting the Cisco Unity Software and Server."


Programming the Phone System

If you use programming options other than those supplied in the following procedure, the performance of the integration may be affected.

To program the phone system

Instruct the Centrex service provider to set up the phone system in the following manner.


Step 1 Program the message desk lines as a multiline hunt group.

Make sure that the phone system sends calls only to Cisco Unity voice ports that are set to Answer Calls on the System > Ports page in the Cisco Unity Administrator. Calls sent to a voice port not set to Answer Calls cannot be answered by Cisco Unity and may cause other problems.

Step 2 Enable hookflash transfer capability on each message desk line.

Step 3 Enable SMDI caller ID on each subscriber extension.

Step 4 For each subscriber extension, set the call forwarding options to: unrestricted source; forward when the extension is not answered; and forward when the extension is busy.


Testing the Centrex Connection

Perform the following procedures before testing the integration as instructed in the Cisco Unity Installation Guide.

To confirm that there is a data link connection to the PSTN


Confirm that the carrier detect (CD) light on the integration modem is lit when the modem is connected to the data link. This indicates that there is a carrier tone from the PSTN.


To confirm that there is a connection between the integration modem and the Cisco Unity server


Confirm that the request-to-send (RTS) light is lit on the integration modem when Cisco Unity is running with the SMDI option enabled.

If the RTS light is not lit, perform one or more of the following corrective actions:

In the Cisco Unity Administrator, go to System > Switch to confirm that the "Model" box shows a Centrex SMDI model.

Confirm that the modem is connected to the correct COM port.

Replace the RS-232 serial cable that connects the Cisco Unity server to the integration modem.

Confirm that the integration modem is set up according to the requirements of the manufacturer.


Testing the Integration

To test whether Cisco Unity and the phone system are integrated correctly, perform the procedures in the order listed.

If any of the steps indicates a failure, see the following documentation as appropriate:

The installation guide for the phone system

Cisco Unity Troubleshooting Guide

This integration guide

To set up the test configuration


Step 1 Set up two test extensions (Phone 1 and Phone 2) on the same phone system that Cisco Unity is connected to.

Step 2 Set Phone 1 to forward calls to the Cisco Unity pilot number when calls are not answered.

Step 3 In the Cisco Unity Administrator, go to Subscribers > Subscribers > Profile.

If Example Subscriber is not displayed, click the Find icon (the magnifying glass) in the title bar, then click Find, and select Example Subscriber in the list that appears.

Step 4 In the Extension field, enter the extension of Phone 1.

Step 5 Click the Save icon.

Step 6 In the navigation bar, click Call Transfer to go to Subscribers > Subscribers > Call Transfer for Example Subscriber.

For more information on transfer settings, refer to the "Subscriber Template Call Transfer Settings" section in the Help for the Cisco Unity Administrator.

Step 7 Under Transfer Incoming Calls, click Yes, Ring Subscriber's Extension, and confirm that the extension number is for Phone 1.

Step 8 Under Transfer Type, click Release to Switch.

Step 9 Click the Save icon.

Step 10 In the navigation bar, click Messages to go to Subscribers > Subscribers > Messages for Example Subscriber.

Step 11 Under Message Waiting Indicators (MWIs), check Use MWI for Message Notification.

Step 12 In the Extension field, enter x.

Step 13 Click the Save icon.

Step 14 Open the Status Monitor by doing one of the following:

In Internet Explorer, go to http://<server name>/web/sm.

Double-click the desktop shortcut to the Status Monitor.

In the Windows systray, right-click the Cisco Unity icon and click Status Monitor.


To test an external call with release transfer


Step 1 From Phone 2, enter the access code necessary to get an outside line, then enter the number outside callers use to dial directly to Cisco Unity.

Step 2 On the Status Monitor, note the port that handles this call.

Step 3 When you hear the opening greeting, enter the extension for Phone 1. Hearing the opening greeting means that the port is configured correctly.

Step 4 Confirm that Phone 1 rings and that you hear a ringback tone on Phone 2. Hearing a ringback tone means that Cisco Unity released the call and transferred it to Phone 1.

Step 5 Do not answer Phone 1, and confirm that the state of the port handling the call changes to "Idle." This state means that release transfer succeeds.

Step 6 Confirm that, after the number of rings that the phone system is set to wait, the call is forwarded to Cisco Unity and that you hear the greeting for Example Subscriber. Hearing the greeting means that the phone system forwarded the unanswered call and the call-forward information to Cisco Unity, which correctly interpreted the information.

Step 7 On the Status Monitor, note the port that handles this call.

Step 8 Leave a message for Example Subscriber and hang up Phone 2.

Step 9 On the Status Monitor, confirm that the state of the port handling the call changes to "Idle." This state means that the port was successfully released when the call ended.

Step 10 Confirm that the MWI on Phone 1 is activated. The activated MWI means that the phone system and Cisco Unity are successfully integrated for turning on MWIs.


To test an internal call with release transfer


Step 1 From Phone 1, enter the internal pilot number for Cisco Unity.

Step 2 When asked for your password, enter 12345. Hearing the request for your password means that the phone system sent the necessary call information to Cisco Unity, which correctly interpreted the information.

Step 3 Confirm that you hear the recorded voice name for Example Subscriber. Hearing the voice name means that Cisco Unity correctly identified the subscriber by the extension.

Step 4 When asked whether you want to listen to your messages, press 1.

Step 5 After listening to the message, press 3 to delete the message.

Step 6 Confirm that the MWI on Phone 1 is deactivated. The deactivated MWI means that the phone system and Cisco Unity are successfully integrated for turning off MWIs.

Step 7 Hang up Phone 1.

Step 8 On the Status Monitor, confirm that the state of the port handling the call changes to "Idle." This state means that the port was successfully released when the call ended.


To set up supervised transfer on Cisco Unity


Step 1 In the Cisco Unity Administrator, go to Subscribers > Subscribers > Call Transfer.

If Example Subscriber is not displayed, click the Find icon (the magnifying glass) in the title bar, then click Find, and select Example Subscriber in the list that appears.

For more information on transfer settings, refer to the "Subscriber Template Call Transfer Settings" section in the Help for the Cisco Unity Administrator.

Step 2 Under Transfer Type, click Supervise Transfer.

Step 3 Set the Rings to Wait For field to 3.

Step 4 Click the Save icon.


To test supervised transfer


Step 1 From Phone 2, enter the access code necessary to get an outside line, then enter the number outside callers use to dial directly to Cisco Unity.

Step 2 On the Status Monitor, note the port that handles this call.

Step 3 When you hear the opening greeting, enter the extension for Phone 1. Hearing the opening greeting means that the port is configured correctly.

Step 4 Confirm that Phone 1 rings and that you do not hear a ringback tone on Phone 2. Instead, you should hear the indication your phone system uses to mean that the call is on hold (for example, music or beeps).

Step 5 Do not answer Phone 1, and confirm that the state of the port handling the call remains "Busy." This state and hearing an indication that you are on hold mean that Cisco Unity is supervising the transfer.

Step 6 Confirm that, after three rings, you hear the greeting for Example Subscriber. Hearing the greeting means that Cisco Unity successfully recalled the supervised-transfer call.

Step 7 During the greeting, hang up Phone 2.

Step 8 On the Status Monitor, confirm that the state of the port handling the call changes to "Idle." This state means that the port was successfully released when the call ended.


To return Example Subscriber to the default settings


Step 1 In the Cisco Unity Administrator, go to Subscribers > Subscribers > Call Transfer.

If Example Subscriber is not displayed, click the Find icon (the magnifying glass) in the title bar, then click Find, and select Example Subscriber in the list that appears.

Step 2 Under Transfer Incoming Calls, click No (Send Directly to Subscriber's Greeting).

Step 3 In the navigation bar, click Profile to go to Subscribers > Subscribers > Profile.

Step 4 In the Extension field, enter 99990.

Step 5 Click the Save icon.

Step 6 In the navigation bar, click Messages to go to Subscribers > Subscribers > Messages for Example Subscriber.

Step 7 Under Message Waiting Indicators (MWIs), uncheck Use MWI for Message Notification.

Step 8 Click the Save icon.