Configuring Calendar and Contact Integration

Configuring Calendar and Contact Integration

Overview

You can configure calendar and contact integration on Unity Connection with Exchange, Office 365, or Cisco Unified MeetingPlace servers. For more information on calendar and contact integration, see the Calendar and Contact Integration, page 1-11 section.

Configuring Calendar and Contact Integration with Exchange or Office 365 Servers

  1. Review the system requirements to ensure that all the requirements for Exchange 2019, Exchange 2016, Exchange 2013, Exchange 2010, and Office 365 are met. For more information see the sections “Requirements for Accessing Calendar Information for Meetings” and “Requirements for Accessing Exchange Contact Information” of System Requirements for Cisco Unity Connection, Release 12.x at https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/12x/requirements/b_12xcucsysreqs.html.

  2. Configure the Exchange server with which Unity Connection is integrated for calendar and contact integration. See the following sections:

  3. Configure Unity Connection for calendar and contact integration. See the Configuring Unity Connection for Calendar and Contact Integration.

  4. (When enabling Personal Call Transfer Rules only) Verify that the users or templates are assigned to a class of service that enables them to use the personal call transfer rules feature.

  5. Configure the Unity Connection users for calendar and contact integration. See the Configuring Unity Connection Users for Calendar and Contact Integration.

  6. Test the calendar integration. See the Testing Calendar Integration with Exchange or Office 365 Servers.

Configuring Office 365, Exchange 2019, Exchange 2016, Exchange 2013 or Exchange 2010 for Calendar and Contact Integration

Do the following tasks to configure Exchange 2019, Exchange 2016, Exchange 2013, Exchange 2010 for the calendar and contact integration:

  1. Confirm that Client Access role has been enabled on Exchange 2019, Exchange 2016, Exchange 2013 and Exchange 2010 server.

  2. Do the Configuring Exchange 2016, Exchange 2013 and Exchange 2010 for Calendar and Contact Integration, page 4-2.

  3. (Optional) If you are using SSL for secure access to the Exchange server, follow the steps mentioned in the section Configuring Secure Access to Exchange 2016, Exchange 2013 and Exchange 2010.


    Note

    If you have already configured secure IMAP with SSL on Exchange server and enabled the certificate for both IMAP and IIS, then follow the section “Configuring Exchange 2016, Exchange 2013, Exchange 2010 for Calendar and Contact Integration” procedure on page 4-2.

Configuring Exchange 2019, Exchange 2016, Exchange 2013, Exchange 2010 for Calendar and Contact Integration

Procedure

Step 1

On the Exchange server, open the Internet Services (IIS) Manager application.

Step 2

Go to Internet Information Services >  <Exchange server name> > Web Sites >  Default Web Site.

Step 3

Right-click Exchange and select Properties.

Step 4

In the Exchange Properties dialog box, select the Virtual Directory tab.

Step 5

From the Content For This Resource Should Come From menu, select A Directory Located On This Computer .

Step 6

Confirm the Local Path is set to \\.\BackOfficeStorage\<your-domain.com>\MBX.

Step 7

Select the Read check box.

Step 8

Select the Directory Security tab.

Step 9

From the Authentication and Access Control menu, select Edit.

Step 10

In the Authenticated Access section of the Authentication Methods dialog box, check the check boxes for one or more of the following options:

  • Integrated Windows authentication (sometimes referred to as NTLM)

  • Basic Authentication

  • Digest Authentication for Windows Domain Servers

Step 11

Select OK.

Step 12

In the Exchange Properties dialog box, select OK.

Step 13

Go to Internet Information Services  > <server name > > Web Service Extensions .

Step 14

In the right-hand pane, select WebDav and confirm that the status is “Allowed.” If the status is not “Allowed”, click Allow.

Step 15

On the Exchange server, open the Exchange Management Console.

Step 16

Go to Server Configuration > Mailbox.

Step 17

Do the following for each mailbox that you want to configure for the calendar and contact integration:

  1. In the upper middle pane, select the mailbox name.

  2. In the lower middle pane, select the WebDav tab.

  3. Right-click Exchange (Default Web Site) and select Properties.

  4. In the Exchange (Default Web Site) Properties dialog box, select the Authentication tab.

  5. Select Use One or More Standard Authentication Methods and select the same authentication method(s) that you configured in Step 10.

Step 18

Click OK.

Step 19

Open the Exchange Management Shell.

Step 20

In the Exchange Management Shell, enter the following command:

iisbreset /noforce

Step 21

Press Enter.

Configuring Secure Access to Exchange 2013, Exchange 2010

Procedure

Step 1

On the Exchange Server, open the Exchange Management Shell application.

Step 2

Enter the following command, where <Exchange server> is the IP address or fully qualified domain name of the Exchange server and <friendly name> is the friendly name that you selected for the Exchange server:

  • new-exchangecertificate -generaterequest -domainname <Exchange server> -friendlyname <friendly name>-path c:\csr.txt

    Caution

     
    The domain name for the Exchange server must be the IP address or the fully qualified domain name (recommended) so that the Unity Connection server can successfully ping the Exchange server. Otherwise, the calendar and contact integration may not function correctly.

Step 3

Press Enter.

A Certificate Signing Request (CSR) file with the name Csr.txt is created in the root directory.

Step 4

Send the CSR file to a Certification Authority (CA), which generates and sends back a new certificate.

Note

 
You must have a copy of the CA public root certificate or public root certificate chain. This certificate is needed for configuring Unity Connection to trust the Exchange server.

Step 5

Save the new certificate in a location that is accessible to the Exchange server on which you want to import the certificate.

Step 6

On the Exchange Server, open the Exchange Management Shell application.

Step 7

Enter the following command, where <path> is the full path of the new certificate that you received from the CA:

import-exchangecertificate -path <path>

Step 8

Press Enter.

Step 9

Enter the following command:

dir cert:\localmachine\my | fl

Step 10

Press Enter.

Step 11

Highlight the “thumbprint” property and press Ctrl-C to copy it to the clipboard.

Step 12

If Unity Connection is configured to use IMAP to access both email and calendar data from Exchange server, enter the following command, where <thumbprint> is the “thumbprint” that you copied in Step 11:

enable-exchangecertificate -thumbprint <thumbprint> -services "IIS,IMAP"

If Unity Connection is not configured to use IMAP but configured to use calendar data from Exchange server, enter the following command, where <thumbprint> is the “thumbprint” that you copied in Step 11:

enable-exchangecertificate -thumbprint <thumbprint> -services "IIS"

Step 13

Press Enter.

Step 14

If you want data transmitted as clear text, skip the remaining steps in this procedure and continue with the “Configuring Unity Connection for Calendar and Contact Integration” section on page 4-4. Otherwise, open the IIS Manager application.

Step 15

Go to IIS  > <server name >   > Web Sites  > Default Web Site.

Step 16

Right-click Default Web Site and select Properties.

Step 17

In the Properties dialog box, select the Directory Security tab.

Step 18

From the Secure Communications menu, select Edit.

Step 19

Check the Require Secure Channel check box.

Step 20

Select OK.

Step 21

In the Properties dialog box, select OK.

Configuring Unity Connection for Calendar and Contact Integration

Procedure

Step 1

In Cisco Unity Connection Administration, expand Unified Messaging and select Unified Messaging Services. You can modify an existing unified messaging service or create a new service using Add New.

Step 2

On the New Unified Messaging Service page, in the Type list, select Exchange/BPOS-D and check the Enabled check box to enable the unified messaging service.

Step 3

Enter the details of the required fields and select Save. (For information on each field, see Help> This Page).

Note

 
Make sure to check the Access Exchange Calendars and Contacts check box under Service Capabilities menu.

Step 4

Select Test and a message appears indicating whether the configuration has been successfully verified. If the verification fails, follow the above configuration steps to ensure that they have been properly implemented.

Configuring Unity Connection Users for Calendar and Contact Integration

After configuring the Unity Connection server for calendar and contact integration, you can configure the applicable users.


Note
There must be a user account in Active Directory for each Unity Connection user configured for unified messaging. Also, there must be a corresponding mailbox for each user account in Exchange 2019, Exchange 2016, Exchange 2013, Exchange 2010 that communicates with the Unity Connection server.

Procedure

Step 1

In Cisco Unity Connection Administration, expand Users and select Users. Select an applicable user.

Step 2

On the Edit User Basics page, in the Edit menu, select Unified Messaging Accounts.

Step 3

On the Unified Messaging Accounts page, select Add New.

Note

 
Make sure that a unified messaging service is configured before creating unified messaging accounts.

Step 4

On the New Unified Messaging Accounts page, select the following details:

Step 5

In the Service Capabilities menu, check the Access Exchange Calendar and Contacts check box and select Save.

Step 6

Check the calendar and contact configuration for the user, selecting Test. The Task Execution Results window appears with the test results. If any part of the test fails, verify the configuration for Exchange 2019, Exchange 2016, Exchange 2013, or Exchange 2010, Active Directory, Unity Connection, and the user.

Step 7

Repeat Step 2 through Step 6 for all remaining users.

Testing Calendar Integration with Exchange or Office 365 Servers

Procedure

Step 1

Sign in to Outlook.

Step 2

On the Go menu, select Calendar.

Step 3

On the File menu, select New  > Meeting Request.

Step 4

Enter values in the required fields to schedule a new meeting for the current time, and invite a user who has an account on Unity Connection. Select Send.

Step 5

Sign in to the Unity Connection mailbox of the user that you invited to the Outlook meeting:

  • If the user account is configured for speech access, say Play Meetings.

  • If the user account is not configured for speech access, press 6, and then follow the prompts to list meetings.

Unity Connection reads the information about the Exchange 2019, 2016, 2013, 2010 meetings.

Configuring Calendar and Contact Integration with Cisco Unified MeetingPlace or Cisco Unified MeetingPlace Express

  1. Review the system requirements to confirm that all requirements for Cisco Unified MeetingPlace and the Unity Connection server have been met. See the “Requirements for Accessing Calendar Information for Meetings” section of System Requirements for Cisco Unity Connection Release 12.x at https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/12x/requirements/b_12xcucsysreqs.html.

  2. Configure Cisco Unified MeetingPlace or Cisco Unified MeetingPlace Express. See the following sections:

  3. Configure Unity Connection. See the “Configuring Unity Connection for Calendar Integration” section.

  4. If you configured Cisco Unified MeetingPlace to use HTTPS in step 2., and configured unified messaging services to validate certificates for MeetingPlace servers in step 3.: on the Unity Connection server, in Cisco Unified Communications Operating System, upload certificates from the certification authority that issued the SSL certificates for MeetingPlace servers to both tomcat-trust and Unity Connection-trust locations. For more information on SSL instructions, see the “Using SSL to Secure Client/Server Connections” chapter of the Security Guide for Cisco Unity Connection, Release 12.x , available at https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/12x/security/b_12xcucsecx.html.

  5. Configure the Unity Connection users. See the “Configuring Unity Connection Users for Calendar Integration” section.

  6. Test the calendar integration. See the “Testing Calendar Integration with Cisco Unified MeetingPlace or Cisco Unified MeetingPlace Express” section.

  7. To teach users how to list, join, and schedule meetings, see the “Phone Menus and Voice Commands” chapter of the User Guide for the Cisco Unity Connection Phone Interface (Release 12.x) at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/12x/user/guide/phone/b_12xcucugphone.html.

Configuring Cisco Unified MeetingPlace for Calendar Integration

Procedure

Step 1

Sign in to the Cisco Unified MeetingPlace Application Server as an administrator.

Step 2

Select User Configuration > User Profiles.

Step 3

Select Add New.

Step 4

Enter the following values in the required fields to create a privileged service account:

First Name

Leave this field blank.

Last Name

Enter Cisco Unity Connection.

User ID

Enter cucsvc or another user ID that you want.

User Password

Enter the applicable password.

Profile Number

Enter the applicable profile number.

Profile Password

Enter the applicable profile password.

Type of User

Select System Administrator.

Note

 
The values that you enter for the User ID, User Password, Profile Number, and Profile Password fields are used in the “Configuring Unity Connection for Calendar Integration” section on page 4-8.

Step 5

Select Save.

Step 6

Sign out of Cisco Unified MeetingPlace.

Step 7

In the Address field of a web browser, if SSL is not enabled, enter the following URL (where <server> is the IP address or host name of the Cisco Unified MeetingPlace server):

http://<server>/webservices/services/meetingservice?wsdl

If SSL is enabled, enter the following URL:

https://<server>/webservices/services/meetingservice?wsdl

Step 8

Press Enter.

Step 9

When prompted to sign in, enter the user ID and password for the privileged service account.

The Cisco Unified MeetingPlace Web Services Description Language (WSDL) download page appears with the title “XFire Services”.

Configuring Cisco Unified MeetingPlace Express for Calendar Integration

Procedure

Step 1

Sign in to Cisco Unified MeetingPlace Express and select Administration.

Step 2

Select User Configuration > User Profile Management.

Step 3

Select Add New.

Step 4

Enter the following values in the required fields to create an API user:

First Name

Leave this field blank.

Last Name

Enter Cisco Unity Connection.

User ID

Enter cucsvc or another user ID that you want.

User Password

Enter the applicable password.

Profile Number

Enter the applicable profile number.

Type of User

Select API User.

Note

 
The values that you enter for the User ID, User Password, and Profile Number fields are used in the “Configuring Unity Connection Users for Calendar Integration” section on page 4-9.

Step 5

Select Save.

Step 6

Sign out of Cisco Unified MeetingPlace Express.

If you do not sign out of Cisco Unified MeetingPlace Express, the test fails in the Testing Calendar Integration with Cisco Unified MeetingPlace or Cisco Unified MeetingPlace Express, page 4-9.

Step 7

In the Address field of a web browser:

  • if SSL is not enabled, enter the following URL (where <server> is the IP address or host name of the Cisco Unified MeetingPlace Express server):

    http://<server>.com/webservices/services/meetingservice?wsdl

  • If SSL is enabled, enter the following URL:

    https://<server>.com/webservices/services/meetingservice?wsdl

Step 8

Press Enter.

Step 9

When prompted to sign in, enter the user ID and password for the API user.

The Cisco Unified MeetingPlace Express WSDL download page appears with the title “XFire Services.”

Configuring Unity Connection for Calendar Integration

Procedure

Step 1

In Cisco Unity Connection Administration, expand Unified Messaging and select Unified Messaging Services.

Step 2

Modify an existing unified messaging service or create a new service by selecting Add New.

Step 3

On the New Unified Messaging Service page, in the Type list, select MeetingPlace 8.x and check the Enabled check box to enable unified messaging with Cisco Unified MeetingPlace server.

Step 4

Enter the values of the required fields and select Save. (For information on each field, see Help> This Page).

Note

 
Make sure to check the User MeetingPlace Meetings and MeetingPlace Scheduling and Joining check boxes under Service Capabilities menu.

Step 5

To check the integration with Cisco Unified MeetingPlace, select Test. The Task Execution Results window appears with the test results. If any part of the test fails, verify the configuration for Cisco Unified MeetingPlace and Unity Connection.

Configuring Unity Connection Users for Calendar Integration


Caution
Cisco Unified MeetingPlace must have an end user for each Unity Connection user that you are configuring.

Procedure

Step 1

In Cisco Unity Connection Administration, expand Users and select Users. Select an applicable user.

Step 2

On the Edit User Basics page, on the Edit menu, select Unified Messaging Accounts.

Step 3

On the Unified Messaging Accounts page, select Add New. The New Unified Messaging Account page appears.

Step 4

On the New Unified Messaging Account page, select the Unified Messaging Service for Cisco Unified MeetingPlace. Enter the values of the required fields and select Save. (For information on each field, see Help> This Page).

Note

 
Make sure to check the MeetingPlace Scheduling and Joining and Primary Meeting Service check boxes under the Service Capabilities menu.

Step 5

To check the calendar configuration for the user, select Test. The Task Execution Results window appears with the test results.If any part of the test fails, verify the configuration for Cisco Unified MeetingPlace, Unity Connection, and the user.

Step 6

Repeat Step 2 through Step 5 for all remaining users.

Testing Calendar Integration with Cisco Unified MeetingPlace or Cisco Unified MeetingPlace Express

Procedure

Step 1

Sign in to Cisco Unified MeetingPlace as an end user.

Step 2

Select Schedule.

Step 3

Enter values in the required fields to schedule a new meeting for the current time, and invite a user who has an account on Unity Connection.

Step 4

Sign in to the Unity Connection mailbox of the user that you invited to the Cisco Unified MeetingPlace meeting in Step 3.

Step 5

If the user account is configured for speech access, say Play Meetings.

If the user account is not configured for speech access, press 6, and then follow the prompts to list meetings.

Step 6

When you hear the system announce the Cisco Unified MeetingPlace meeting that you just scheduled, either say Join, or press the applicable keys on the phone keypad to join the meeting.