Cisco Unified Communications Manager Phone Setup

Set Up Cisco IP Phone

If autoregistration is not enabled and the phone does not exist in the Cisco Unified Communications Manager database, you must configure the Cisco IP Phone in Cisco Unified Communications Manager manually. Some tasks in this procedure are optional, depending on your system and user needs.

For more information about Cisco Unified Communications Manager Administration, see the documentation for your particular Cisco Unified Communications Manager release.

Perform the configuration steps in the following procedure using Cisco Unified Communications Manager Administration.

Procedure

Step 1

Gather the following information about the phone:

  • Phone model

  • MAC address

  • Physical location of the phone

  • Name or user ID of phone user

  • Device pool

  • 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 the phone

  • Phone usage information that affects phone button template, phone features, IP Phone services, or phone applications

The information provides a list of configuration requirements for setting up phones and identifies preliminary configuration that you need to perform before configuring individual phones, such as phone button templates.

Step 2

Verify that you have sufficient unit licenses for your phone.

Step 3

Customize phone button templates (if required) by changing the number of line buttons, speed-dial buttons or service URL buttons. Select Device > Device Settings > Phone Button Template to create and update the templates.

You can add a Privacy, All Calls, or Mobility button to meet user needs.

For more information, see Phone Button Templates.

Step 4

Define the Device Pools. Select System > Device Pool.

Device Pools define common characteristics for devices, such as region, date/time group, softkey template, and MLPP information.

Step 5

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

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.

Step 6

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

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.

Step 7

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

Step 8

Add and configure the phone by completing the required fields in the Phone Configuration window. An asterisk (*) next to the field name indicates a required field; for example, MAC address and device pool.

This step adds the device with the default settings 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 the documentation for your particular Cisco Unified Communications Manager release.

Step 9

Add and configure directory numbers (lines) on the phone by completing the required fields in the Directory Number Configuration window. An asterisk (*) next to the field name indicates a required field; for example, directory number and presence group.

This step adds primary and secondary directory numbers and features associated with directory numbers to the phone.

Note

 

If you do not configure the primary directory number, the user sees the message Unprovisioned on the phone.

Step 10

Configure speed-dial buttons and assign speed-dial numbers.

Users can change speed-dial settings on their phones by using Cisco Unified Communications Self Care Portal.

Step 11

Configure Cisco Unified IP Phone services and assign services (optional) to provide IP Phone services.

Users can add or change services on their phones by using the Cisco Unified Communications Self Care Portal.

Note

 

Users can subscribe to the IP Phone service only if the Enterprise Subscription check box is unchecked when the IP Phone service is first configured in Cisco Unified Communications Manager Administration.

Note

 

Some Cisco-provided default services are classified as enterprise subscriptions, so the user cannot add them through the Self Care Portal. Such services are on the phone by default, and they can only be removed from the phone if you disable them in Cisco Unified Communications Manager Administration.

Step 12

Assign services to programmable buttons (optional) to provide access to an IP Phone service or URL.

Step 13

Add user information by configuring required fields. An asterisk (*) next to the field name indicates a required field; for example, User ID and last name. This step adds user information to the global directory for Cisco Unified Communications Manager.

Note

 

Assign a password (for Self Care Portal) and PIN (for Cisco Extension Mobility and Personal Directory).

Note

 

If your company uses a Lightweight Directory Access Protocol (LDAP) directory to store information about users, you can install and configure Cisco Unified Communications to use your existing LDAP directory.

Note

 

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.

Step 14

Associate a user to a user group. This step 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 example, you must add users to the standard Cisco CCM End Users group so users can access Cisco Unified Communications Manager Self Care Portal.

Step 15

Associate a user with a phone (optional). This step provides users with control over their phone such a forwarding calls or adding speed-dial numbers or services.

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

Step 16

If you are not already in the End User Configuration window, choose User Management > End User to perform some final configuration tasks. Use the Search fields and Find to locate the user (for example, John Doe), then click on the user ID to get to the End User Configuration window for the user.

Step 17

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

Step 18

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

Step 19

In the Permissions Information area, 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 is defined as a Standard CCM End User Group.

Step 20

To view all configured user groups, choose User Management > User Group.

Step 21

In the Extension Mobility area, check the Enable Extension Mobility Cross Cluster box if the user is allowed for Extension Mobility Cross Cluster service.

Step 22

Select Save.

Determine the Phone MAC Address

To add phones to Cisco Unified Communications Manager, you must determine the MAC address of a phone.

Procedure

Perform one of the following actions:

  • On the phone, press Applications , select Phone Information and look at the MAC Address field.

  • Look at the MAC label on the back of the phone.

  • Display the web page for the phone and click Device Information.

Phone Addition Methods

After you install the Cisco IP Phone, you can choose one of the following options to add phones to the Cisco Unified Communications Manager database.

  • Add phones individually with Cisco Unified Communications Manager Administration

  • Add multiple phones with the Bulk Administration Tool (BAT)

  • Autoregistration

  • BAT and the Tool for Auto-Registered Phones Support (TAPS)

Before you add phones individually or with BAT, you need the MAC address of the phone. For more information, see Determine the Phone MAC Address.

For more information about the Bulk Administration Tool, see the documentation for your particular Cisco Unified Communications Manager release.

Add Phones Individually

Collect the MAC address and phone information for the phone that you will add to the Cisco Unified Communications Manager.

Procedure

Step 1

In Cisco Unified Communications Manager Administration, choose Device > Phone.

Step 2

Click Add New.

Step 3

Select the phone type.

Step 4

Select Next.

Step 5

Complete the information about the phone including the MAC Address.

For complete instructions and conceptual information about Cisco Unified Communications Manager, see the documentation for your particular Cisco Unified Communications Manager release.

Step 6

Select Save.

Add Phones with a BAT Phone Template

The Cisco Unified Communications Bulk Administration Tool (BAT) enables you to perform batch operations, including registration of multiple phones.

To add phones using BAT only (not in conjunction with TAPS), you must obtain the appropriate MAC address for each phone.

For more information about using BAT, see the documentation for your particular Cisco Unified Communications Manager release.

Procedure

Step 1

From Cisco Unified Communications Administration, choose Bulk Administration > Phones > Phone Template.

Step 2

Click Add New.

Step 3

Choose a Phone Type and click Next.

Step 4

Enter the details of phone-specific parameters, such as Device Pool, Phone Button Template, and Device Security Profile.

Step 5

Click Save.

Step 6

Select Device > Phone > Add New to add a phone using the BAT phone template.

Add Users to Cisco Unified Communications Manager

You can display and maintain information about the users registered in Cisco Unified Communications Manager. Cisco Unified Communications Manager also allows each user to perform these tasks:

  • Access the corporate directory and other customized directories from a Cisco IP Phone.

  • Create a personal directory.

  • Set up speed dial and call forwarding numbers.

  • Subscribe to services that are accessible from a Cisco IP Phone.

Procedure

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.

For more information, see the documentation for your particular Cisco Unified Communications Manager release.

Add a User from an External LDAP Directory

If you added a user to an LDAP Directory (a non-Cisco Unified Communications Server directory), you can immediately synchronize the LDAP directory to the Cisco Unified Communications Manager on which you are adding the user and the user phone.


Note

If you do not synchronize the LDAP Directory to the Cisco Unified Communications Manager immediately, the LDAP Directory Synchronization Schedule on the LDAP Directory window determines when the next autosynchronization is scheduled. Synchronization must occur before you can associate a new user to a device.

Procedure

Step 1

Sign into Cisco Unified Communications Manager Administration.

Step 2

Select System > LDAP > LDAP Directory.

Step 3

Use Find to locate your LDAP directory.

Step 4

Click on the LDAP directory name.

Step 5

Click Perform Full Sync Now.

Add a User Directly to Cisco Unified Communications Manager

If you are not using a Lightweight Directory Access Protocol (LDAP) directory, you can add a user directly with Cisco Unified Communications Manager Administration by following these steps.


Note

If LDAP is synchronized, you cannot add a user with Cisco Unified Communications Manager Administration.

Procedure

Step 1

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

Step 2

Click Add New.

Step 3

In the User Information pane, enter the following:

  • User ID: Enter the end user identification name. Cisco Unified Communications Manager does not permit modifying the user ID after it is created. You may use the following special characters: =, +, <, >, #,;, \,, "", and blank spaces. Example: johndoe

  • Password and Confirm Password: Enter five or more alphanumeric or special characters for the end user password. You may use the following special characters: =, +, <, >, #, ;, \, , "", and blank spaces.

  • Last Name: Enter the end user last name. You may use the following special characters: =, +, <, >, #, ;, \, , "", and blank spaces. Example: doe

  • Telephone Number: Enter the primary directory number for the end user. End users can have multiple lines on their phones. Example: 26640 (John Doe’s internal company telephone number)

Step 4

Click Save.

Add a User to an End User Group

To add a user to the Cisco Unified Communications Manager Standard End User group, perform these steps:

Procedure

Step 1

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

The Find and List Users window displays.

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.

A list of users that matches your search criteria appears.

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.

Note

 

The list of search results does not display users that already belong to the user group.

Step 7

Choose Add Selected.

Associate Phones with Users

You associate phones with users from the Cisco Unified Communications Manager End User window.

Procedure

Step 1

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

The Find and List Users window appears.

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.

The User Device Association window appears.

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.

The End User Configuration window appears and the associated devices that you chose display in the Controlled Devices pane.

Step 9

Choose Save Selected/Changes.

Survivable Remote Site Telephony

Survivable Remote Site Telephony (SRST) ensures that basic phone functions remain accessible when WAN connectivity is lost. In this scenario, the phone can keep an in-progress call active, and the user can access a subset of the features available. When failover occurs, the user receives an alert message on the phone.

For more information about supported firmware and Survivable Remote Site Telephony, see Cisco Unified Survivable Remote Site Telephony Compatibility Information page on Cisco.com (http://www.cisco.com/c/en/us/support/unified-communications/unified-survivable-remote-site-telephony/products-device-support-tables-list.html).

The following table describes the availability of features during failover.

Table 1. SRST feature support

Feature

Supported

Notes

New Call

Yes

End Call

Yes

Redial

Yes

Answer

Yes

Hold

Yes

Resume

Yes

Conference

Yes

Conference to Active Calls (Join)

No

The Active Calls softkey does not display.

Conference List

No

Transfer

Yes

Transfer to Active Calls (Direct Transfer)

No

Auto Answer

Yes

Call Waiting

Yes

Caller ID

Yes

Audible Message Waiting Indicator

Yes

All Calls Programmable Line Key

Yes

Answer Programmable Line Key

Yes

Unified Session Presentation

Yes

Conference is the only feature supported due to other feature limitations.

Voicemail

Yes

Voicemail will not be synchronized with other users in the Cisco Unified Communications Manager cluster.

Call Forward All

Yes

Forward state is only available on the phone that sets the forward because there are no shared line appearances in SRST mode. The Call Forward All settings are not preserved on failover to SRST from the Cisco Unified Communications Manager, or from SRST fail-back to the Communications Manager. Any original Call Forward All still active on the Communications Manager should be indicated when the device reconnects to the Communications Manager after failover.

Speed Dial

Yes

Service IRL Programmable Line Key

Yes

To Voicemail (iDivert)

No

The iDivert softkey does not display.

Line Filters

Partial

Lines are supported but cannot be shared.

Park Monitoring

No

The Park softkey does not display.

Barge

No

The Barge softkey does not display.

Enhanced Message Waiting Indication

No

Message count badges do not appear on the phone screen.

Only the Message Waiting icon displays.

Directed Call Park

No

The softkey does not display.

BLF

Partial

BLF feature key works like Speed Dial keys.

Hold Reversion

No

Calls remain on hold indefinitely.

Remote Hold

No

Calls appear as Local Hold calls.

Meet Me

No

The Meet Me softkey does not display.

PickUp

No

The softkey causes no action.

Group PickUp

No

The softkey causes no action.

Other PickUp

No

The softkey causes no action.

Malicious Call ID

No

The softkey causes no action.

QRT

No

The softkey causes no action.

Hunt Group

No

The softkey causes no action.

Intercom

No

The softkey causes no action.

Mobility

No

The softkey causes no action.

Privacy

No

The softkey causes no action.

Call Back

No

The Call Back softkey does not display.

Video

Yes

Video conference is not supported.

Video

Yes

Video conference is not supported.

Shared Line

No

BLF Speed Dial

Yes

Service URL

Yes

The programmable line key with a Service URL assigned is displayed.

Enhanced Survivable Remote Site Telephony

Enhanced Survivable Remote Site Telephony (E-SRST) ensures that additional phone features are available remain accessible when WAN connectivity is lost. In addition to the features supported by Survivable Remote Site Telephony(SRST), E-SRST supports the following:

  • Shared-Line

  • Busy-Lamp-Field (BLF)

  • Video Calls

For more information about supported firmware and Survivable Remote Site Telephony, see Cisco Unified Survivable Remote Site Telephony Compatibility Information page on Cisco.com (http://www.cisco.com/c/en/us/support/unified-communications/unified-survivable-remote-site-telephony/products-device-support-tables-list.html).

Application Dial Rules

Application Dial Rules are used to convert numbers for shared mobile contacts to network dialable numbers. Application Dial Rules do not apply when the user is dialing a number manually, or if the number is edited before the user places the call.

Application Dial Rules are set in Cisco Unified Communications Manager.

For additional information about dial rules, see System Configuration Guide for Cisco Unified Communications Manager, "Configure Dial Rules" chapter.

Configure Application Dial Rules

Procedure

Step 1

In Cisco Unified Communications Manager Administration, go to Call Routing > Dial Rules > Application Dial Rules.

Step 2

Choose Add New to create a new application dial rule, or choose an existing application dial rule to edit it.

Step 3

Fill in the following fields:

  • Name This field comprises a unique name for the dial rule that can contain up to 20 alphanumeric characters and any combination of spaces, periods (.), hyphens (-), and underscore characters (_).
  • Description This field comprises a brief description that you enter for the dial rule.
  • Number Begins With This field comprises the initial digits of the directory numbers to which you want to apply this application dial rule.
  • Number of Digits This required field comprises the initial digits of the directory numbers to which you want to apply this application dial rule.
  • Total Digits to be Removed This required field comprises the number of digits that you want Cisco Unified Communications Manager to remove from directory numbers that apply to this dial rule.
  • Prefix With Pattern This required field comprises the pattern to prepend to directory numbers that apply to this application dial rule.
  • Application Dial Rule Priority This field displays when you enter the Prefix With Pattern information. The field allows you to set the priority order of the application dial rules.

Step 4

Restart Cisco Unified Communications Manager.