||Gather the following information about the phone:
MAC address: see Determine the Phone MAC Address
Physical location of the phone
Name or user ID of phone user
Partition, calling search space, and location information
Number of lines and associated directory numbers (DNs) to assign to the phone
Cisco Unified Communications Manager user to associate with
Phone usage information that affects the phone button template, softkey template, phone features, IP Phone services, or phone applications
For more information, see
the documentation for your particular Cisco Unified Communications Manager release and
the related links.
||Verify that you have sufficient unit licenses for your phone.
more information, see the licensing document for your particular Cisco Unified Communications Manager release.
||Define the phone button templates that determine the configuration of buttons on a phone. Select
to create and update the templates.|
For more information, see the documentation for your particular Cisco Unified Communications Manager release and the related links.
||Define the Device Pools. Select
Device Pools define common characteristics for devices, such as region, date/time group, softkey template, and MLPP information.
||Define the Common Phone Profile. Select .|
Common phone profiles provide data that the Cisco TFTP server requires, as well as common phone settings, such as Do Not Disturb and feature control options.
||Define a Calling Search Space. In Cisco Unified Communications Manager Administration, click .|
A Calling Search Space is a collection of partitions that are searched to determine how a dialed number is routed. The calling search space for the device and the calling search space for the directory number are used together. The directory number CSS takes precedence over the device CSS.
||Configure a security profile for the device type and protocol. Select .|
||Set up the phone. Select .|
- Locate the phone you want to modify, or add a new phone.
- Configure the phone by completing the required fields in
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
Phone Button Template: The phone button template determines the configuration of buttons on a phone.
Common Phone Profile
Calling Search Space
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.
If you want to add both the phone and user to the Cisco Unified
Communications Manager database at the same time, see the documentation for your particular Cisco Unified Communications Manager release.
- In the Protocol Specific Information area of this window, choose a Device Security Profile and set the security mode.
Choose a security profile based on the overall security strategy of the company. If the phone does not support security, choose a nonsecure profile.
- In the Extension Information area, check the Enable Extension Mobility check box if this phone supports Cisco Extension Mobility.
- Click Save.
||Select to set up parameters such as Multilevel Precedence and Preemption (MLPP).|
||Select to configure directory numbers (lines) on the phone by
completing the required fields in the
Directory Number Configuration window. |
- Find the phone.
- In the Phone Configuration window, click Line 1 on the left pane of the window.
- In the Directory Number field, enter a valid number that can be dialed.
||This field should contain the same number that appears in the Telephone Number field in the End User Configuration window.|
- 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.
- 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
- 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.
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.
- 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.
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.
- Select Save.
For more information about directory numbers, see the documentation for your particular Cisco Unified Communications Manager release and the related links.
||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.|
- Use Find in
conjunction with the Search fields to locate the user.
- check the box next
to the user name, and click
The user name and user ID appears in the
Users Associated With Line pane of the Directory Number
The user is now associated with Line
1 on the phone.
- If the phone has a second line, configure Line 2.
||Associate the user with the device:
- Use the search boxes and Find to locate the user you have
- Click on the user ID.
- In the Directory Number Associations area of the screen, set the
Primary Extension from the drop-down list.
- Optional: In the Mobility Information area, check the Enable Mobility box.
- 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.
- To view the details of a group, select the group and click View Details.
- In the Extension Mobility area, check the Enable Extension
Mobility Cross Cluster box if the user can use for Extension Mobility Cross
- In the Device Information area, click Device Associations.
- Use the Search fields and Find to
locate the device that you want to associate to the user.
- Select the
device, and click
Go next to the
"Back to User" Related link in the upper right corner
of the screen.
||Customize the softkey templates. Select .|
Use the page to add, delete, or change the order of
softkey features that display on the user’s phone to meet feature usage needs.
||Configure speed-dial buttons and assign speed-dial numbers. Select
Users can change speed-dial settings on their phones using their Self Care Portal.
- Find the phone you want to set up.
- In the Association Information area, click Add a new SD.
- Set up the speed dial information.
- Select Save.
||Configure Cisco IP Phone services
and assign services. Select
Provides IP Phone services to the phone.
Users can add or change services on their phones using the Cisco Unified Communications Self Care Portal.
Assign services to programmable buttons. Select
Provides access to an IP phone service or URL.
||Add user information to the global directory for Cisco Unified Communications
Manager. Select Add New and configure the required fields. Required
fields are indicated by an asterisk (*).
, and then click |
If your company uses a Lightweight Directory Access Protocol
(LDAP) directory to store information on users, you can install and configure
Cisco Unified Communications to use your existing LDAP directory, see Corporate Directory Setup. After the Enable Synchronization from the LDAP Server field is enabled,
you will not be able to add additional users from Cisco Unified Communications
- Set the User ID and last name fields.
- Assign a password (for Self Care Portal).
- Assign a PIN (for
Cisco Extension Mobility and Personal Directory).
- Associate the user with a phone.
users with control over their phone such as forwarding calls or adding
speed-dial numbers or services.
Some phones, such as those in conference rooms, do not have an
||Associate a user with a user group. Select
Assigns users a common list of
roles and permissions that apply to all users in a user group. Administrators
can manage user groups, roles, and permissions to control the level of access
(and, therefore, the level of security) for system users. For more information, see Add a User to an End User Group.
In order for end users to access the Cisco Unified Communications Self Care Portal, you must add users to the standard Cisco Communications
Manager End Users group.