Step 1

From Cisco Unified Serviceability, choose Tools > Service Activation.

Step 2

From the Server drop-down list, select the publisher node and click Go.

Step 3

Under CM Services, check Cisco CTI Manager.

Step 4

Under CTI Services, check Self Provisioning IVR.

Step 5

Click Save.

Step 1

In Cisco Unified CM Administration, choose System > Cisco Unified CM.

Step 2

Click on the publisher node.

Step 3

Select the Universal Device Template that you want to be applied to provisioned phones.

Step 4

Select the Universal Line Template that you want to be applied to the phone lines for provisioned phones.

Step 5

Use the Starting Directory Number and Ending Directory Number fields to enter a range of directory numbers to apply to provisioned phones.

Step 6

Uncheck the Auto-registration Disabled on the Cisco Unified Communications Manager check box.

Step 7

Confirm the ports that will be used for SIP registrations. In most cases, there is no need to change the ports from their default settings.

Step 8

Click Save.

Step 1

From Cisco Unified CM Administration, choose, Device > CTI Route Points.

Step 2

Complete either of the following steps:

1. Click Find and select an existing CTI route point.

2. Click Add New to create a new CTI route point.

Step 3

In the Device Name field, enter a unique name to identify the route point.

Step 4

From the Device Pool drop-down list, select the device pool that specifies the properties for this device.

Step 5

From the Location drop-down list, select the appropriate location for this CTI route point.

Step 6

From the Use Trusted Relay Point drop-down list, enable or disable whether Unified Communications Manager inserts a trusted relay point (TRP) device with this media endpoint. The default setting is to use the Common Device Configuration setting that is associated to this device.

Step 7

Complete the remaining fields in the CTI Route Point Configuration window. For more information on the fields and their settings, see the online help.

Step 8

Click Save.

Step 1

From Cisco Unified CM Administration, choose Device > CTI Route Point.

Step 2

Click Find and select the CTI route point that you set up for self-provisioning.

Step 3

Under Association click Line [1] - Add a new DN.

Step 4

In the Directory Number field, enter the extension that you want users to dial to access the Self-Provisioning IVR service.

Step 5

Click Save.

Step 6

Complete the remaining fields in the Directory Number Configuration window. For more information with the fields and their settings, see the online help.

Step 7

Click Save.

Step 1

From Cisco Unified CM Administration, choose User > Application User.

Step 2

Perform either of the following steps:

1. To select an existing application user, click Find and select the application user.

2. To create a new application user, click Add New.

Step 3

In the User ID text box, enter a unique ID for the application user.

Step 4

Select a BLF Presence Group for the application user.

Step 5

Associate the CTI route point that you created to the application user by performing the following steps:

1. If the CTI route point that you created does not appear in the Available Devices list box, click Find More Route Points.

   The CTI route point that you created displays as an available device.

2. In the Available Devices list, select the CTI route point that you created for self-provisioning and click the down arrow.

   The CTI route point displays in the Controlled Devices list.

Step 6

Complete the remaining fields in the Application User Configuration window. For help with the fields and their settings, see the online help.

Step 7

Click Save.

Step 1

From Cisco Unified CM Administration, choose User Management > Self-Provisioning.

Step 2

Configure whether you want the self-provisioning IVR to authenticate end users by clicking one of the following radio buttons:

• Require Authentication—In order to use the self-provisioning IVR, end users must enter their password, PIN, or a system authentication code.
• No Authentication Required—End users can access the self-provisioning IVR without authenticating.

Step 3

If the self-provisioning IVR is configured to require authentication, click one of the following radio buttons to configure the method whereby the IVR authenticates end users:

• Allow authentication for end users only—End users must enter their password or PIN.
• Allow authentication for users (via Password/PIN) and Administrators (via Authentication Code)—End Users must enter an authentication code. If you choose this option, configure the authentication code by entering an integer between 0 and 20 digits in the Authentication Code text box.

Step 4

In the IVR Settings list boxes, use the arrows to select the Language that you prefer to use for IVR prompts. The list of available languages depends on the language packs that you have installed on your system. Refer to the Downloads section of cisco.com if you want to download additional language packs.

Step 5

From the CTI Route Points drop-down list, choose the CTI route point that you have configured for your self-provisioning IVR.

Step 6

From the Application User drop-down list, choose the application user that you have configured for self-provisioning.

Step 7

Click Save.

Step 1

From Cisco Unified CM Administration, choose User Management > User Settings > User Profile.

Step 2

Click Find and select the user profile to which the user is assigned.

Step 3

Assign Universal Line Templates and Universal Device Templates to the user profile.

Step 4

Configure user settings for Self-Provisioning:

• Check the Allow End User to Provision their own phones check box.
• Enter a limit for the number of phones a user can provision. The default is 10.

Step 5

Click Save.