Step 1

Gather the following information about the phone:

Step 2

Verify that you have sufficient unit licenses for your phone.

Step 3

Define the phone button templates that determine the configuration of buttons on a phone. Select Device > Device Settings > Phone Button Template to create and update the templates.

Step 4

Define the Device Pools. Select System > Device Pool.

Step 5

Define the Common Phone Profile. Select Device > Device settings > Common Phone Profile.

Step 6

Define a Calling Search Space. In Cisco Unified Communications Manager Administration, click Call Routing > Class of Control > Calling Search Space.

Step 7

Configure a security profile for the device type and protocol. Select System > Security > Phone Security Profile.

Step 8

Set up the phone. Select Device > Phone.

1. Locate the phone you want to modify or add a new phone.

2. Configure the phone by completing the required fields in the Device Information pane of the Phone Configuration window.

   • MAC Address (required): Make sure that the value comprises 12 hexadecimal characters.

   • Description: Enter a useful description to help you if you need to search on information about this user.

   • Device Pool (required)

   • Phone Button Template: The phone button template determines the configuration of buttons on a phone.

   • Common Phone Profile

   • Calling Search Space

   • Location

   • Owner User ID

   The device with its default settings is added to the Cisco Unified Communications Manager database.

   For information about Product Specific Configuration fields, see the "?" Button Help in the Phone Configuration window.

   Note	If you want to add both the phone and user to the Cisco Unified Communications Manager database at the same time, see "End user phone addition" chapter in the Cisco Unified Communications Manager Guide.

3. In the Protocol Specific Information area of this window, choose a Device Security Profile and set the security mode.

   Note	Choose a security profile based on the overall security strategy of the company. If the phone does not support security, choose a nonsecure profile.

4. In the Extension Information area, check the Enable Extension Mobility check box if this phone supports Cisco Extension Mobility.

5. Click Save.

Step 9

Select Device > Phone to configure directory numbers (lines) on the phone by completing the required fields in the Directory Number Configuration window.

1. Find the phone.

2. In the Phone Configuration window, click Line 1 on the left pane of the window.

3. In the Directory Number field, enter a valid number that can be dialed.

   Note	This field should contain the same number that appears in the Telephone Number field in the End User Configuration window.

4. From the Route Partition drop-down list, choose the partition to which the directory number belongs. If you do not want to restrict access to the directory number, choose <None> for the partition.

5. From the Calling Search Space drop-down list, choose the appropriate calling search space. The value that you choose applies to all devices that are using this directory number.

6. In the Call Forward and Call Pickup Settings area, choose the items (for example, Forward All, Forward Busy Internal) and corresponding destinations to which calls should be sent.

   Example:

   If you want incoming internal and external calls that receive a busy signal to forward to the voice mail for this line, check the Voice Mail check box next to the Forward Busy Internal and Forward Busy External items in the left column of the Call Pickup and Call Forward Settings area.

7. In the Line 1 on Device pane, configure the following fields:

   • Display (Internal Caller ID field): You can enter the first name and last name of the user of this device so that this name displays for all internal calls. Leave this field blank to have the system display the phone extension.

   • External Phone Number Mask: Indicate phone number (or mask) that is used to send Caller ID information when a call is placed from this line. You can enter a maximum of 24 numeric and "X" characters. The Xs represent the directory number and must appear at the end of the pattern.

   Example:

   If you specify a mask of 408902XXXX, an external call from extension 6640 displays a caller ID number of 4089026640.

   This setting applies only to the current device unless you check the check box at the right (Update Shared Device Settings) and click Propagate Selected. The check box at the right displays only if other devices share this directory number.

8. Select Save.

Step 10

Associate the user with a phone. Click Associate End Users at the bottom of the Phone Configuration window to associate a user to the line that is being configured.

1. Use Find in conjunction with the Search fields to locate the user.

2. check the box next to the user name, and click Add Selected.

   The user name and user ID appears in the Users Associated With Line pane of the Directory Number Configuration window.

3. Select Save.

4. Select Save.

   The user is now associated with Line 1 on the phone.

5. If the phone has a second line, configure Line 2.

Step 11

Associate the user with the device:

1. Choose User Management > End User.

2. Use the search boxes and Find to locate the user you have added.

3. Click on the user ID.

4. In the Directory Number Associations area of the screen, set the Primary Extension from the drop-down list.

5. In the Mobility Information area, check the Enable Mobility box.

6. In the Permissions Information area, use the Add to Access Control Group buttons to add this user to any user groups.

   For example, you may want to add the user to a group that is defined as a Standard CCM End User Group.

7. To view the details of a group, select the group and click View Details.

8. In the Extension Mobility area, check the Enable Extension Mobility Cross Cluster box if the user can use for Extension Mobility Cross Cluster service.

9. In the Device Information area, click Device Associations.

10. Use the Search fields and Find to locate the device that you want to associate to the user.

11. Select the device, and click Save Selected/Changes.

12. Click Go next to the "Back to User" Related link in the upper right corner of the screen.

13. Select Save.

Step 12

Customize the softkey templates. Select Device > Device Settings > Softkey Template.

Step 13

Configure speed-dial buttons and assign speed-dial numbers. Select Device > Phone.

1. Find the phone you want to set up.

2. In the Association Information area, click Add a new SD.

3. Set up the speed dial information.

4. Select Save.

Step 14

Configure Cisco IPPhone services and assign services. Select Device > Device Settings > Phone Services.

Step 15

(Optional) Assign services to programmable buttons. Select Device > Device Settings > Phone Button Profile.

Step 16

Add user information to the global directory for Cisco Unified Communications Manager. Select User Management > End User and configure the required fields. Required fields are indicated by an asterisk (*); for example, User ID and last name.

1. Set the User ID and last name fields.

2. Assign a password (for Self Care Portal).

3. Assign a PIN (for Cisco Extension Mobility and Personal Directory).

4. Associate the user with a phone.

   Provides users with control over their phone such a forwarding calls or adding speed-dial numbers or services.

   Note	Some phones, such as those in conference rooms, do not have an associated user.

Step 17

Associate a user with a user group. Select User Management > User Settings > Access Control Group.

Perform one of the following actions:

Step 1

To add users individually, see Add a User Directly to Cisco Unified Communications Manager.

Step 2

To add users in batches, use the Bulk Administration Tool. This method also enables you to set an identical default password for all users.

Step 1

From Cisco Unified Communications Manager Administration, choose User Management > User Settings > Access Control Group.

Step 2

Enter the appropriate search criteria and click Find.

Step 3

Select the Standard CCM End Users link. The User Group Configuration window for the Standard CCM End Users appears.

Step 4

Select Add End Users to Group. The Find and List Users window appears.

Step 5

Use the Find User drop-down list boxes to find the users that you want to add and click Find.

Step 6

In the list of records that appear, click the check box next to the users that you want to add to this user group. If the list is long, use the links at the bottom to see more results.

Step 7

Choose Add Selected.

Step 1

From Cisco Unified Communications Manager Administration, choose User Management > End User.

Step 2

Enter the appropriate search criteria and click Find.

Step 3

In the list of records that appear, select the link for the user.

Step 4

Select Device Association.

Step 5

Enter the appropriate search criteria and click Find.

Step 6

Choose the device that you want to associate with the user by checking the box to the left of the device.

Step 7

Choose Save Selected/Changes to associate the device with the user.

Step 8

From the Related Links drop-down list in the upper, right corner of the window, select Back to User, and click Go.

Step 9

Choose Save Selected/Changes.

Step 1

In the Directory Number Associations pane of the screen, set the primary extension from the drop-down list.

Step 2

In the Mobility Information pane, check the Enable Mobility box.

Step 3

In the Permissions Information pane, use the User Group buttons to add this user to any user groups. For example, you may want to add the user to a group that has been defined as a Standard CCM End User Group.

Step 4

Click Save.