Configuration and Installation Workflows

Server Configuration Workflows for Cloud-Based Deployments

Cloud-Based Deployment Using CUCM 9.x and Later

Procedure

  Command or Action Purpose
Step 1

Configure IM and Presence Service for Cloud-Based Deployments.

Step 2

Configure Voice and Video Communication for On-Premises Deployments.

Step 3

Configure Voicemail for an On-Premises Deployment with Cisco Unified Communications Manager Release 9.x and Later.

Step 4

Configure Conferencing for Cloud-Based Deployments.

Step 5

Configure the Clients..

Step 6

Certificate Requirements for Cloud-Based Servers.

Ensure these certificates are on your server.

Step 7

Configure Service Discovery.

Step 8

Install the Clients.

Cloud-Based Deployment Using CUCM 8.x

Procedure

  Command or Action Purpose
Step 1

Configure IM and Presence Service for Cloud-Based Deployments.

Step 2

Configure Voice and Video Communication for On-Premises Deployments.

Step 3

Configure Voicemail for an On-Premises Deployment with Cisco Unified Communications Manager Release 8.6.

Step 4

Configure Conferencing for Cloud-Based Deployments.

Step 5

Configure the Clients.

Step 6

Certificate Requirements for Cloud-Based Servers.

Ensure these certificates are on your server.

Step 7

Configure Service Discovery.

Step 8

Install the Clients.

Server Configuration Workflows for On-Premises Deployments

Deployment and Installation Workflow for an On-Premises Deployment with CUCM 9.x and Later

Procedure

  Command or Action Purpose
Step 1

Configure IM and Presence Service for On-Premises Deployments with Cisco Unified Communications Manager 9.x and Later.

Step 2

Configure Voice and Video Communication for Cloud-Based Deployments.

Configure via WebEx.

Step 3

Configure Voicemail for Cloud-Based Deployments.

Configure via WebEx.

Step 4

Configure conferencing.

Step 5

Configure the Clients.

Step 6

Get Certificates Signed by Certificate Authority.

If there is a delay after you request CSRs, you may wish to request them before configuring services, and then apply the certificates prior to installing the client.

Step 7

Configure Service Discovery.

Step 8

Install the Clients.

Deployment and Installation Workflow for an On-Premises Deployment with CUCM 8.6 and CUP

Procedure

  Command or Action Purpose
Step 1

Configure IM and Presence Service for On-Premises Deployments with Cisco Unified Communications Manager 8.x and Cisco Unified Presence.

Step 2

Configure Voice and Video Communication for Cloud-Based Deployments.

Configure via WebEx.

Step 3

Configure Voicemail for Cloud-Based Deployments

Configure via WebEx.

Step 4

Configure conferencing.

Step 5

Configure the Clients.

Step 6

Get Certificates Signed by Certificate Authority.

If there is a delay after you request CSRs, you may wish to request them before configuring services, and then apply the certificates prior to installing the client.

Step 7

Configure Service Discovery.

Step 8

Install the Clients.

Deployment and Installation Workflow for Phone Only Mode with CUCM 9.x and Later

Procedure

  Command or Action Purpose
Step 1

Set Up Directory Synchronization and Authentication.

Configure synchronization and authentication with your corporate directory server.

Step 2

Configure Voice and Video Communication.

Configure voice and video communication for your deployment.

Step 3

Configure Voicemail.

Configure voicemail for your deployment.

Step 4

Configure Conferencing.

Configure conferencing for your deployment.

Step 5

Configure the Clients.

User experience and client features are controlled using a configuration file. Creation of a configuration file is integral part of application deployment.

Step 6

Install the Clients.

Additional client customization can be performed during the installation of Cisco Jabber for Windows and Cisco Jabber for Mac.

Server Configuration Workflows for User-Based Configuration

This section describes how to configure an on-premises deployment of Cisco Jabber using Cisco Unified Communications Manager 9.x and later based on the central action of user creation. This section is divided into three parts:

  • Pre-user creation tasks

  • User creation tasks

  • Post-user creation tasks

Pre-User Creation Workflow

Before you begin

This workflow assumes you have already successfully installed and deployed Cisco Unified Communications Manager, Cisco Unity Connection, and any other supporting services. It is beyond the scope of this document to describe the installation and configuration of these services. Refer to the appropriate documentation suites for information on these tasks before continuing.

Procedure

  Command or Action Purpose
Step 1

Planning Considerations.

Plan your deployment by considering what types of technologies you'll need to use to service your users.

Step 2

Hardware Requirements.

Plan your deployment by considering if your current hardware meets Cisco Jabber requirements.

Step 3

Software Requirements.

Plan your deployment by considering if you current software meets Cisco Jabber requirements.

Step 4

Contact Sources.

Plan your deployment by considering which contact source type you'll use with Cisco Jabber.

User Creation Workflow

Before you begin

This section covers individual tasks pertaining to user and device creation. See the Cisco Unified Communications Manager Bulk Administration Guide for your release of Cisco Unified Communications Manager for information about the bulk creation of users and device assignment.

Procedure

  Command or Action Purpose
Step 1

Set Up Directory Synchronization and Authentication.

Configure synchronization and authentication with your corporate directory server.

Step 2

Configure IM and Presence Service.

Configure IM and Presence Service for your deployment.

Step 3

Configure Voice and Video Communication.

Configure voice and video communication for your deployment.

Step 4

Configure Voicemail.

Configure voicemail for your deployment.

Step 5

Configure Conferencing.

Configure conferencing for your deployment.

Post-User Creation Workflow

Before you begin

This section covers tasks that are performed after users and devices have been provisioned.

Procedure

  Command or Action Purpose
Step 1

Configure the Clients.

User experience and client features are controlled using a configuration file. Creation of a configuration file is integral part of application deployment.

Step 2

Install the Clients.

Additional client customization can be performed during the installation of Cisco Jabber for Windows and Cisco Jabber for Mac.