Contents

Provision Instant Messaging and Presence on Cisco Unified Communications Manager IM and Presence

Learn how to enable messaging settings and configure instant messaging and presence functionality. Complete the steps to activate and start essential services, add an instant messaging and presence service, apply the service to a service profile, and then configure users.

This chapter applies to Cisco Unified Communications Manager IM and Presence Service version 9.0(1) and higher.

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.
    What to Do Next

    Depending on your requirements, you might need to activate and start additional services. See the appropriate Cisco Unified Communications Manager documentation to review available services and determine if your deployment requires additional services.

    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.

    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. Specify an optional description in the Description field.
      3. Select Make this the default service profile for the system, if appropriate.
      Step 5   Select Save.
      What to Do Next

      Complete the steps to set up instant messaging and presence. You can add your service profile to the end user configuration at the same time that you enable users for instant messaging and presence.

      Pre-Populate Contact Lists in Bulk

      You can pre-populate user contact lists with the Bulk Administration Tool (BAT). The first step is to create a CSV file that defines the contact list you want to provide to users. You then use the BAT to import that contact list in bulk to a set of users.

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

      For more information about using BAT and the format of the CSV file, see the Deployment Guide for IM and Presence Service.

      Related Information
      Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager

      Enable Messaging Settings

      Enable and configure instant messaging capabilities.

      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
        Step 4   Select other messaging settings as appropriate.
        Step 5   Select Save.
        Related Information
        Instant messaging settings configuration on IM and Presence

        Enable File Transfers and Screen Captures

        You can enable or disable file transfers and screen captures through the Cisco XCP Router service on Cisco Unified Communications Manager IM and Presence Service. File transfers and screen captures setting are enabled by default. However, you should verify the setting when you set up your deployment.

        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..
          Step 7   Select Save.

          Configure Prompts for Presence Subscription Requests

          You can enable or disable prompts for presence subscription requests from contacts within your organization.

          The client always prompts users to allow 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.
          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.

            Add an Instant Messaging and Presence Service

            Provide users with instant messaging and presence 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 instant messaging 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.
              Step 7   Select Save.
              What to Do Next

              Add the instant messaging and presence service to your service profile.

              Apply Instant Messaging and Presence Service

              After you add an instant messaging 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

              Create a service profile.

              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   Select Save.

                Configure Users

                To configure users, you enable instant messaging and presence and add a service profile to the users.

                Configure Users Individually

                Enable instant messaging and presence 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 Enable User for Unified CM IM and Presence.
                  2. Select your service profile from the UC Service Profile drop-down list.
                    Important:

                    Cisco Unified Communications Manager version 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 version 9.x always 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 version 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 version 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.
                    Provision Instant Messaging and Presence on Cisco Unified Communications Manager IM and Presence

                    Provision Instant Messaging and Presence on Cisco Unified Communications Manager IM and Presence

                    Learn how to enable messaging settings and configure instant messaging and presence functionality. Complete the steps to activate and start essential services, add an instant messaging and presence service, apply the service to a service profile, and then configure users.

                    This chapter applies to Cisco Unified Communications Manager IM and Presence Service version 9.0(1) and higher.

                    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.
                      What to Do Next

                      Depending on your requirements, you might need to activate and start additional services. See the appropriate Cisco Unified Communications Manager documentation to review available services and determine if your deployment requires additional services.

                      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.

                      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. Specify an optional description in the Description field.
                        3. Select Make this the default service profile for the system, if appropriate.
                        Step 5   Select Save.
                        What to Do Next

                        Complete the steps to set up instant messaging and presence. You can add your service profile to the end user configuration at the same time that you enable users for instant messaging and presence.

                        Pre-Populate Contact Lists in Bulk

                        You can pre-populate user contact lists with the Bulk Administration Tool (BAT). The first step is to create a CSV file that defines the contact list you want to provide to users. You then use the BAT to import that contact list in bulk to a set of users.

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

                        For more information about using BAT and the format of the CSV file, see the Deployment Guide for IM and Presence Service.

                        Related Information

                        Enable Messaging Settings

                        Enable and configure instant messaging capabilities.

                        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
                          Step 4   Select other messaging settings as appropriate.
                          Step 5   Select Save.
                          Related Information

                          Enable File Transfers and Screen Captures

                          You can enable or disable file transfers and screen captures through the Cisco XCP Router service on Cisco Unified Communications Manager IM and Presence Service. File transfers and screen captures setting are enabled by default. However, you should verify the setting when you set up your deployment.

                          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..
                            Step 7   Select Save.

                            Configure Prompts for Presence Subscription Requests

                            You can enable or disable prompts for presence subscription requests from contacts within your organization.

                            The client always prompts users to allow 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.
                            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.

                              Add an Instant Messaging and Presence Service

                              Provide users with instant messaging and presence 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 instant messaging 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.
                                Step 7   Select Save.
                                What to Do Next

                                Add the instant messaging and presence service to your service profile.

                                Apply Instant Messaging and Presence Service

                                After you add an instant messaging 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

                                Create a service profile.

                                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   Select Save.

                                  Configure Users

                                  To configure users, you enable instant messaging and presence and add a service profile to the users.

                                  Configure Users Individually

                                  Enable instant messaging and presence 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 Enable User for Unified CM IM and Presence.
                                    2. Select your service profile from the UC Service Profile drop-down list.
                                      Important:

                                      Cisco Unified Communications Manager version 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 version 9.x always 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 version 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 version 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.