Cisco Unified Communications Manager Phone Installation

Set up a Cisco IP Conference Phone

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

For more information on any of the steps, 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: see Determine the Phone MAC Address

  • Physical location of the phone

  • Name or user ID of phone user

  • Device pool

  • Partition, calling search space, and location information

  • Directory number (DN) to assign to the phone

  • Cisco Unified Communications Manager user to associate with the phone

  • Phone usage information that affects the 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 see the related links.

Step 2

Verify that you have sufficient unit licenses for your phone.

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

Step 3

Define the Device Pools. Select System > Device Pool.

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

Step 4

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 5

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 6

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

Step 7

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)

    • Common Phone Profile

    • Calling Search Space

    • Location

    • Owner (User or Anonymous), and if User is selected, the 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 and the related link.

    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.

  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 8

Select Device > Device Settings > SIP Profile to set up SIP parameters.

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.

    Conference phones have only one line.

  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.

For more information about directory numbers, see the documentation for your particular Cisco Unified Communications Manager release and the related links.

Step 10

(Optional) 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.

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

Step 11

(Optional) 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. (Optional) 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.

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.

The conference phone has special softkey requirements. See the related links for more information.

Step 13

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

Provides IP Phone services to the phone.

Note

 

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

Step 14

(Optional) Add user information to the global directory for Cisco UnifiedCommunications Manager. Select User Management > End User, and then click Add New and configure the required fields. Required fields are indicated by an asterisk (*).

Note

 

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 Manager Administration.

  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 as 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 15

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

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.

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.

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, select Settings > 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 communications with the controlling Cisco Unified Communications Manager are broken. 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 information on SRST, see https://www.cisco.com/c/en/us/support/unified-communications/unified-survivable-remote-site-telephony/tsd-products-support-series-home.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

3 way only and local mixing only.

Conference List

No

Transfer

Yes

Consult only.

Transfer to Active Calls (Direct Transfer)

No

Auto Answer

Yes

Call Waiting

Yes

Caller ID

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

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.

Enhanced Message Waiting Indication

Yes

Message count badges appear on the phone screen.

Directed Call Park

No

The softkey does not display.

Hold Reversion

Yes

Remote Hold

No

Calls appear as Local Hold calls.

Meet Me

No

The Meet Me softkey does not display.

PickUp

Yes

Group PickUp

No

The softkey does not display.

Other PickUp

No

The softkey does not display.

Malicious Call ID

Yes

QRT

Yes

Hunt Group

No

The softkey does not display.

Mobility

No

The softkey does not display.

Privacy

No

The softkey does not display.

Call Back

No

The Call Back softkey does not display.

Service URL

Yes

The programmable line key with a Service URL assigned doesn't display.