Configure IM and Presence Service

Configure IM and Presence Service for an On-Premises Deployment

Configure IM and Presence Service for On-Premises Deployments with Cisco Unified Communications Manager 10.5 and Later

Procedure

  Command or Action Purpose
Step 1

Activate and Start Essential Services

Step 2

Create a Service Profile

Step 3

Prepopulate Contact Lists in Bulk

Step 4

Enable Message Settings

Step 5

Enable File Transfer

Step 6

Prompts for Presence Subscription Requests

Step 7

Temporary Presence

Step 8

Configure Presence in Microsoft SharePoint 2010 and 2013

Step 9

Configure Users with IM and Presence Service

Step 10

Enable Presence for Calendar Events

Step 11

Configure Persistent Chat

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

Procedure

  Command or Action Purpose
Step 1

Activate and Start Essential Services

Step 2

Create a Service Profile

Step 3

Prepopulate Contact Lists in Bulk

Step 4

Enable Message Settings

Step 5

Enable File Transfers and Screen Captures

Step 6

Prompts for Presence Subscription Requests

Step 7

Temporary Presence

Step 8

Add an IM and Presence Service

Step 9

Apply an IM and Presence Service

Step 10

Configure Presence in Microsoft SharePoint 2010 and 2013

Step 11

Configure Users with IM and Presence Service

Step 12

Enable Presence for Calendar Events

Step 13

Configure Persistent Chat

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

Procedure

  Command or Action Purpose
Step 1

Activate and Start Essential Services

Step 2

Prepopulate Contact Lists in Bulk

Step 3

Enable Message Settings

Step 4

Specify Capabilities Assignments

Step 5

Prompts for Presence Subscription Requests

Step 6

Configure Presence in Microsoft SharePoint 2010 and 2013

Step 7

Temporary Presence

Step 8

Enable Presence for Calendar Events

Activate and Start Essential Services

Essential services enable communication between servers and provide capabilities to the client.

Procedure


Step 1

Open the Cisco Unified IM and Presence Serviceability interface.

Step 2

Select Tools > Control Center - Feature Services.

Step 3

Select the appropriate server from the Server drop-down list.

Step 4

Ensure the following services are started and activated:

  • Cisco SIP Proxy
  • Cisco Sync Agent
  • Cisco XCP Authentication Service
  • Cisco XCP Connection Manager
  • Cisco XCP Text Conference Manager
  • Cisco Presence Engine
Step 5

Select Tools > Control Center - Network Services.

Step 6

Select the appropriate server from the Server drop-down list.

Step 7

Ensure Cisco XCP Router Service is running.


Create a Service Profile

You create a service profile that contains the configuration settings for the services you add on Cisco Unified Communications Manager. You add the service profile to the end user configuration for your users. The client can then retrieve settings for available services from the service profile.

Before you begin

Activate and Start Essential Services

Procedure


Step 1

Open the Cisco Unified CM Administration interface.

Step 2

Select User Management > User Settings > Service Profile.

The Find and List Service Profiles window opens.

Step 3

Select Add New.

The Service Profile Configuration window opens.

Step 4

Enter settings on the Service Profile Configuration window as follows:

  1. Specify a unique name for the service profile in the Name field.

  2. Select Make this the default service profile for the system, if appropriate.

Note 

For phone mode, in the IM and Presence Profile section ensure that the Primary field has <None> selected.

Step 5

Select Save.


Prepopulate Contact Lists in Bulk

You can pre-populate user contact lists with the Bulk Administration Tool (BAT).

In this way you can prepopulate contact lists for users so that they automatically have a set of contacts after the initial launch of the client.

Cisco Jabber supports up to 300 contacts in a client contact list.

Procedure

  Command or Action Purpose
Step 1

Create a CSV file that defines the contact list you want to provide to users.

Step 2

Use the BAT to import the contact list in bulk to a set of users.

For more information about using BAT and the format of the CSV file, see the Deployment Guide for Cisco Unified Communications Manager IM & Presence for your release.

Enable Message Settings

Enable and configure instant messaging capabilities.

Before you begin

Prepopulate Contact Lists in Bulk.

Procedure


Step 1

Open the Cisco Unified CM IM and Presence Administration interface.

Step 2

Select Messaging > Settings.

Step 3

Select the following options:

  • Enable instant messaging

  • Allow clients to log instant message history

  • Allow cut & paste in instant messages

Step 4

Select other messaging settings as appropriate.

Step 5

Select Save.

Important 

Cisco Jabber does not support the following settings on the Presence Settings window on Cisco Unified Communications Manager IM and Presence Service release 9.0.x:

  • Use DND status when user is on the phone

  • Use DND status when user is in a meeting


What to do next

Specify Capabilities Assignments

Complete the steps in this task to provide users with instant messaging and presence capabilities when using Cisco Unified Presence.

Before you begin

Enable Message Settings

Procedure


Step 1

Open the Cisco Unified CM Administration interface.

Step 2

Select System > Licensing > Capabilities Assignment.

The Find and List Capabilities Assignments window opens.

Step 3

Specify the appropriate filters in the Find Capabilities Assignment where field and then select Find to retrieve a list of users.

Step 4

Select the appropriate users from the list.

The Capabilities Assignment Configuration window opens.

Step 5

Select both of the following in the Capabilities Assignment Configuration section:

  • Enable CUP
  • Enable CUPC
Step 6

Select Save.


Enable File Transfers and Screen Captures

This applies to Cisco Unified Communication Manager IM and Presence Service 9.x, 10.0.x, and 10.5.1. You can enable or disable file transfers and screen captures using the Cisco XCP Router service on Cisco Unified Communications Manager IM and Presence Service. File transfers and screen captures parameter is enabled by default.

File transfers and screen captures are supported for both desktop and mobile clients.

Procedure


Step 1

Open the Cisco Unified CM IM and Presence Administration interface.

Step 2

Select System > Service Parameters.

Step 3

Select the appropriate server from the Server drop-down list.

Step 4

Select Cisco XCP Router from the Service drop-down list.

The Service Parameter Configuration window opens.

Step 5

Locate the Enable file transfer parameter.

Step 6

Select the appropriate value from the Parameter Value drop-down list.

Remember 

If you disable the setting on Cisco Unified Communications Manager IM and Presence Service, you must also disable file transfers and screen captures in the client configuration.

Step 7

Select Save.


Enable File Transfer

Cisco Jabber 10.5 supports peer-to-peer file transfer and transfering screen captures on Cisco Unified Communications Manager IM and Presence Service release 10.5(2) or later.

Procedure


Step 1

Open the Cisco Unified CM IM and Presence Administration interface.

Step 2

Select Messaging > File Transfer.

Step 3

In the File Transfer Configuration section, select Peer-to-Peer.

Step 4

Select Save.


Prompts for Presence Subscription Requests

Applies to: All clients

You can enable or disable prompts for presence subscription requests from contacts within your organization. The client always prompts users for presence subscription requests from contacts outside your organization.

Users specify privacy settings in the client as follows:
Inside Your Organization

Users can choose to allow or block contacts from inside your organization.

  • If users choose to allow presence subscription requests and
    • you select Allow users to view the availability of other users without being prompted for approval, the client automatically accepts all presence subscription requests without prompting users.

    • you do not select Allow users to view the availability of other users without being prompted for approval, the client prompts users for all presence subscription requests.

  • If users choose to block contacts, only their existing contacts can see their availability status. In other words, only those contacts who have already subscribed to the user's presence can see their availability status.


Note

When searching for contacts in your organization, users can see the temporary availability status of all users in the organization. However, if User A blocks User B, User B cannot see the temporary availability status of User A in the search list.


Outside Your Organization

Users can choose the following options for contacts from outside your organization:

  • Have the client prompt them for each presence subscription request.

  • Block all contacts so that only their existing contacts can see their availability status. In other words, only those contacts who have already subscribed to the user's presence can see their availability status.

Before you begin

This feature is supported for on-premises deployments and is only available on Cisco Unified Communications Manager, release 8.x or later.

Procedure


Step 1

Open the Cisco Unified CM IM and Presence Administration interface.

Step 2

Select Presence > Settings.

The Presence Settings window opens.

Step 3

Select Allow users to view the availability of other users without being prompted for approval to disable prompts and automatically accept all presence subscription requests within your organization.

This option has the following values:
  • Selected—The client does not prompt users for presence subscription requests. The client automatically accepts all presence subscription requests without prompting the users.

  • Cleared—The client prompts users to allow presence subscription requests. This setting requires users to allow other users in your organization to view their availability status.

Step 4

Select Save.


Temporary Presence

Applies to: All clients

Disable temporary presence to increase privacy control. When you configure this parameter, Cisco Jabber displays availability status only to contacts in a user's contact list.

Before you begin

This feature is supported for on-premises deployment and requires Cisco Unified Communications Manager, release 9.x or later.

Procedure


Step 1

Open the Cisco Unified CM IM and Presence Administration interface.

Step 2

Select Presence > Settings > Standard Configuration.

Step 3

Uncheck Enable ad-hoc presence subscriptions and then select Save.

Cisco Jabber does not display temporary presence. Users can see availability status only for contacts in their contact list.


Disable Temporary Presence in Cisco Unified Presence

Disable temporary presence to increase privacy control. When you configure this parameter, Cisco Jabber displays availability status only to contacts in a user's contact list.

Before you begin

This feature is supported for on-premises deployment and requires Cisco Unified Communications Manager, release 8.x or later.

Procedure


Step 1

Open the Cisco Unified Presence Administration interface.

Step 2

Select Presence > Settings.

Step 3

Uncheck Enable ad-hoc presence subscriptions and then select Save.

Cisco Jabber does not display temporary presence. Users can see availability status only for contacts in their contact list.


Add an IM and Presence Service

Provide users with IM and Presence Service capabilities.

Procedure


Step 1

Open the Cisco Unified CM Administration interface.

Step 2

Select User Management > User Settings > UC Service.

The Find and List UC Services window opens.

Step 3

Select Add New.

The UC Service Configuration window opens.

Step 4

In the Add a UC Service section, select IM and Presence from the UC Service Type drop-down list.

Step 5

Select Next.

Step 6

Provide details for the IM and Presence Service as follows:

  1. Select Unified CM (IM and Presence) from the Product Type drop-down list.

  2. Specify a name for the service in the Name field.

    The name you specify displays when you add the service to a profile. Ensure the name you specify is unique, meaningful, and easy to identify.

  3. Specify an optional description in the Description field.

  4. Specify the instant messaging and presence service address in the Host Name/IP Address field.

    Important 

    The service address must be a fully qualified domain name or IP address.

Step 7

Select Save.


Apply an IM and Presence Service

After you add an IM and Presence Service on Cisco Unified Communications Manager, you must apply it to a service profile so that the client can retrieve the settings.

Before you begin

Add an IM and Presence Service

Procedure

Step 1

Open the Cisco Unified CM Administration interface.

Step 2

Select User Management > User Settings > Service Profile.

The Find and List Service Profiles window opens.

Step 3

Find and select your service profile.

The Service Profile Configuration window opens.

Step 4

In the IM and Presence Profile section, select up to three services from the following drop-down lists:

  • Primary

  • Secondary

  • Tertiary

Step 5

Click Save.

Step 6

Add users to the service profile.

  1. Select User Management > End User.

    The Find and List Users dialog box opens.

  2. Specify the appropriate filters in the Find User where field and then select Find to find a user.

  3. Click the user in the list.

    The End User Configuration window appears.

  4. Under the Service Settings area, check the Home Cluster check box.

  5. Check the Enable User for Unified CM IM and Presence (Configure IM and Presence in the associated UC Service Profile) check box.

  6. Select your service profile from the UC Service Profile drop-down list.

Step 7

Click Save.


Configure Presence in Microsoft SharePoint 2010 and 2013

If your organization defines users' profiles where their IM address is different from their email address, then additional configuration is required to enable presence integration between the client and Microsoft SharePoint 2010 and 2013.

Before you begin

  • For Cisco Jabber for Windows clients only.

  • Ensure that all sites are in sync with Microsoft SharePoint Central Administration (CA).

  • Ensure that synchronization between Microsoft SharePoint and Active Directory is set up.

Procedure


Step 1

If you have Microsoft SharePoint 2013, update the SharePoint CA profile pages for users with the following information:

  1. For the SIP Address profile field, leave it blank.

  2. In the Work email profile field, enter the user profile. For example, john4mail@example.pst.

Step 2

If you have Microsoft SharePoint 2010, update the SharePoint CA profile pages for users with the following information:

  1. For the SIP Address profile field, enter the user profile. For example, john4mail@example.pst

  2. In the Work email profile field, leave it blank.


Configure Users with IM and Presence Service

You can enable users for IM and Presence.

Configure Users Individually

Enable instant messaging and presence service and add your service profile to individual users.

Procedure

Step 1

Open the Cisco Unified CM Administration interface.

Step 2

Select User Management > End User.

The Find and List Users window opens.

Step 3

Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.

Step 4

Select the appropriate username from the list.

The End User Configuration window opens.

Step 5

Locate the Service Settings section and do the following:

  1. Select Home Cluster.

  2. Select Enable User for Unified CM IM and Presence.

  3. Select your service profile from the UC Service Profile drop-down list.

    Important 

    Cisco Unified Communications Manager release 9.x only—If the user has only instant messaging and presence capabilities (IM only), select Use Default. Cisco Unified Communications Manager release version 9.x applies the default service profile regardless of what you select from the UC Service Profile drop-down list.

Step 6

Select Save.


Configure Users in Bulk

Enable instant messaging and presence and add your service profile to multiple users.

Procedure

Step 1

Open the Cisco Unified CM Administration interface.

Step 2

Select Bulk Administration > Users > Update Users > Query.

The Find and List Users To Update window opens.

Step 3

Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.

Step 4

Select Next.

The Update Users Configuration window opens.

Step 5

Select both of the Enable User for Unified CM IM and Presence check boxes.

Important 

There are two check boxes for Enable User for Unified CM IM and Presence. To disable instant messaging and presence, you select one check box. To enable instant messaging and presence, you select both check boxes.

Step 6

Select the UC Service Profile check box and then select your service profile from the drop-down list.

Important 

Cisco Unified Communications Manager release 9.x only — If the user has only instant messaging and presence capabilities (IM only), you must select Use Default.

For IM only users — Cisco Unified Communications Manager release 9.x always applies the default service profile regardless of what you select from the UC Service Profile drop-down list.

Step 7

In the Job Information section, specify if you want to run the job immediately or at a later time.

Step 8

Select Submit.


Enable Presence for Calendar Events

To enable presence status for calendar events, users must individually enable a preference in the Cisco Unified CM IM and Presence User Options page.

Important

  • This feature is not available for the Cisco Jabber mobile clients.

  • This preference is disabled by default.
  • As of this release, users must enable the preference individually after deployment. You cannot enable this preference for multiple users with a bulk task.

Procedure


Step 1

Log in to the Cisco Unified CM IM and Presence User Options page.

The user options page is located at: https://server_name:port_number/cupuser/showHome.do

Step 2

Select User Options > Preferences.

The Preferences page opens.
Step 3

Navigate to the Calendar Settings section of the Preferences page.

Step 4

Select On from the drop-down menu for the Include Calendar information in my Presence Status field.

Step 5

Select Save.

Step 6

Log out and close the Cisco Unified CM IM and Presence User Options page.


Calendar events change the user's availability status in the client. For example, when meetings occur in the calendar, the availability status is automatically set to In a meeting.

Configure Persistent Chat

Persistent chat must be enabled and configured on Cisco Unified Communications Manager IM and Presence Service before it can be used by the client.

Before you begin

For Cisco Jabber desktop clients Persistent chat is available on Cisco Unified Communications Manager IM and Presence Service 10.0 and later.

Refer to Database Setup for IM and Presence Service on Cisco Unified Communications Manager for your release for information on the database configuration necessary to support the persistent chat feature. Database configuration must be performed before continuing with this task.

Local chat message archiving must be enabled for persistent chat. Local chat message archiving is enabled on Cisco Unified Communications Manager IM and Presence Service using the Allow clients to log instant message history setting, for more information, see the Enable Message Settings topic from the On-Premises Deployment Guide.

Procedure


Step 1

Open the Cisco Unified CM IM and Presence Administration interface.

Step 2

Select Messaging > Group Chat and Persistent Chat.

Step 3

Select Enable Persistent Chat.

Step 4

Ensure the settings How many users can be in a room at one time and How many hidden users can be in a room at one time under the Occupancy Settings section contain the same, non-zero value.

Step 5

Configure the remaining settings as appropriate for your persistent chat deployment. We recommend the persistent chat settings in the following table.

Persistent Chat Setting

Recommended Value

Notes

System automatically manages primary group chat server aliases

Disabled

Enable persistent chat

Enabled

Archive all room joins and exits

Administrator Defined

This value is not currently used by for persistent chat.

Archive all room messages

Enabled

Allow only group chat system administrators to create persistent chat rooms

Administrator Defined

Cisco recommends using the value Enabled unless Cisco Unified Personal Communicator is deployed in the enterprise environment.

Maximum number of persistent chat rooms allowed

Administrator Defined

Number of connections to the database

Default Value

Database connection heartbeat interval (seconds)

Default Value

Timeout value for persistent chat rooms (minutes)

Default Value

Maximum number of rooms allowed

Default Value

Rooms are for members only by default

Disabled

Room owners can change whether or not rooms are for members only

Enabled

Cisco Jabber requires this value to be Enabled.

Only moderators can invite people to members-only rooms

Enabled

Cisco Jabber requires this value to be Enabled.

Room owners can change whether or not only moderators can invite people to members-only rooms

Enabled

Users can add themselves to rooms as members

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

Room owners can change whether users can add themselves to rooms as members

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

Members and administrators who are not in a room are still visible in the room

Enabled

Cisco Jabber requires this value to be Enabled.

Room owners can change whether members and administrators who are not in a room are still visible in the room

Enabled

Rooms are backwards-compatible with older clients

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

Room owners can change whether rooms are backwards-compatible with older clients

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

Rooms are anonymous by default

Disabled

This value is not currently supported by Cisco Jabber for persistent chat. Cisco Jabber cannot join anonymous rooms.

Room owners can change whether or not rooms are anonymous

Disabled

This value is not currently supported by Cisco Jabber for persistent chat. Cisco Jabber cannot join anonymous rooms.

Lowest participation level a user can have to invite others to the room

Default Value

This value is not currently used by Cisco Jabber for persistent chat.

Room owners can change the lowest participation level a user can have to invite others to the room

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

How many users can be in a room at one time

Administrator Defined

Cisco recommends using the default value.

How many hidden users can be in a room at one time

Administrator Defined

Default maximum occupancy for a room

Default Value

Room owners can change default maximum occupancy for a room

Default Value

Lowest participation level a user can have to send a private message from within the room

Default Value

Room owners can change the lowest participation level a user can have to send a private message from within the room

Default Value

Lowest participation level a user can have to change a room's subject

Moderator

Room owners can change the lowest participation level a user can have to change a room's subject

Disabled

Remove all XHTML formatting from messages

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

Room owners can change XHTML formatting setting

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

Rooms are moderated by default

Disabled

This value is not currently used by Cisco Jabber for persistent chat.

Room owners can change whether rooms are moderated by default

Default Value

This value is not currently used by Cisco Jabber for persistent chat.

Maximum number of messages that can be retrieved from the archive

Default Value

Number of messages in chat history displayed by default

Administrator Defined

Cisco recommends a value between 15 and 50. The Number of messages in chat history displayed by default setting does not apply retroactively to persistent chat rooms. Rooms created before the setting is changed will continue to use their originally configured value.

Room owners can change the number of messages displayed in chat history

Default Value

This value is not currently used by Cisco Jabber for persistent chat.

Note 
Persistent Chat rooms inherit their settings at the time of creation. Values changed after a room is created only apply to rooms created after the change has taken effect.

What to do next

Ensure you configure any client-specific parameters for persistent chat. For more information, see the Client parameters section of the latest Parameters Reference Guide for Cisco Jabber.

Enable file transfer in chat rooms. For more information, see Enable File Transfer and Screen Captures for Group Chats and Chat Rooms.

Configure IM and Presence Service for Cloud-Based Deployments

Procedure

  Command or Action Purpose
Step 1

Configure IM and Presence Service

Step 2

Configure Presence in Microsoft SharePoint 2010 and 2013

Step 3

Configure Privacy Options

Configure IM and Presence Service

When users successfully authenticate to the Cisco WebEx Messenger service, they get IM and Presence Service capabilities. You can optionally configure IM and Presence Service federation with the Cisco WebEx Administration Tool.

Configure Presence in Microsoft SharePoint 2010 and 2013

If your organization defines users' profiles where their IM address is different from their email address, then additional configuration is required to enable presence integration between the client and Microsoft SharePoint 2010 and 2013.

Before you begin

  • For Cisco Jabber for Windows clients only.

  • Ensure that all sites are in sync with Microsoft SharePoint Central Administration (CA).

  • Ensure that synchronization between Microsoft SharePoint and Active Directory is set up.

Procedure


Step 1

If you have Microsoft SharePoint 2013, update the SharePoint CA profile pages for users with the following information:

  1. For the SIP Address profile field, leave it blank.

  2. In the Work email profile field, enter the user profile. For example, john4mail@example.pst.

Step 2

If you have Microsoft SharePoint 2010, update the SharePoint CA profile pages for users with the following information:

  1. For the SIP Address profile field, enter the user profile. For example, john4mail@example.pst

  2. In the Work email profile field, leave it blank.


Configure Privacy Options

You can specify the default settings for presence subscription requests in cloud-based deployments.

Procedure


Step 1

Open the Cisco WebEx Administration Tool.

Step 2

Select the Configuration tab.

Step 3

Select General IM in the Connect Client section.

The General IM pane opens.
Step 4

Select the appropriate options for contact list requests as follows:

Option

Description

Select Allow users to set "Options for contact list requests"

Accept requests automatically from contacts in my organization automatically becomes the default option to configure how the client handles presence subscription requests. Users can change the default option in the Options window.

Do not select Allow users to set "Options for contact list requests"

You configure how the client handles presence subscription requests. Users cannot change this configuration. The settings are not available in the Options window.

Select one of the following options:
  • Accept requests automatically from all contacts

  • Accept requests automatically from contacts in my organization

  • Prompt me for each request

The options for configuring how the client handles contact list requests are as follows:

  • Accept requests automatically from all contacts — The client automatically accepts presence subscription requests from any domain. If you specify this setting, users from any domain can automatically add users to their contact list and view their availability status.
  • Accept requests automatically from contacts in my organization — The client automatically accepts presence subscription requests only from users in the domains you specify. To specify a domain, select Domain(s) in the System Settings section on the Configuration tab.
    Note 

    When searching for contacts in your organization, users can see the temporary availability status of all users in the organization. However, if User A blocks User B, User B cannot see the temporary availability status of User A in the search list.

  • Prompt me for each request — The client prompts users to accept each presence subscription request.
Step 5

Select Save.