Basic Phone Administration Steps

Phone Administration Overview

This section provides minimum, basic configuration steps for you to do the following:

  • Add a new user to Cisco Unified Communications Manager Administration

  • Configure a new phone for that user

  • Associate that user to that phone

  • Complete other basic end-user configuration tasks

The procedures provide one method for performing these tasks and are not the only way to perform these tasks. They are a streamlined approach to get a new user and corresponding phone running on the system.

These procedures are designed to be used on a mature Cisco Unified Communications Manager system where calling search spaces, partitions, and other complicated configuration have already been done and are in place for existing users.

Example User Information

In the procedures that follow, examples are given when possible to illustrate some of the steps. Example user and phone information used throughout these procedures includes:

  • User’s Name: John Doe

  • User ID: johndoe

  • MAC address listed on phone: 00127F576611

  • Five-digit internal telephone number: 26640

Cisco Unified Communications Manager User Addition

This section describes steps for adding a user to Cisco Unified Communications Manager. Follow one of the procedures in this section, depending on your operating system and the manner in which you are adding the user.

Add User from External LDAP Directory

If you added a user to an LDAP Directory (a non–Cisco Unified Communications Server directory), you can immediately synchronize that directory to the Cisco Unified Communications Manager on which you are adding this same user and the user’s phone by following these steps.

Procedure

Step 1

Log onto Cisco Unified Communications Manager Administration.

Step 2

Choose System > LDAP > LDAP Directory.

Step 3

Use the Find button to locate your LDAP directory.

Step 4

Select on the LDAP directory name.

Step 5

Select Perform Full Sync Now.

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

Step 6

Proceed to Identify Phone.

Add User Directly to Cisco Unified Communications Manager

If you are not using an LDAP directory, you can add a user directly to Cisco Unified Communications Manager Administration by following these steps:

Procedure

Step 1

Choose User Management > End User, then select Add New. The End User Configuration window appears.

Step 2

In the User Information pane of this window, 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 3

Select Save.

Step 4

Proceed to the section Identify Phone.

Identify Phone

To configure the phone, you must first identify the phone and then configure it using the following procedures.

Identify Phone

To identify the user phone model and protocol, follow these steps:

Procedure

Step 1

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

Step 2

Select Add New.

Step 3

Select the user phone model from the Phone Type drop-down list, and select Next.

The Phone Configuration window appears. On the Phone Configuration window, you can use the default values for most of the fields.

Set Up Phone Fields

To configure the required fields and some key additional fields, perform these steps.

Procedure

Step 1

For the required fields, possible values, some of which are based on the example of user johndoe, can be configured as follows:

  1. In the Device Information pane of this window:

    • MAC Address: Enter the MAC address of the phone, which is listed on a sticker on the phone.

      Make sure that the value comprises 12 hexadecimal characters.

      Example: 00127F576611 (MAC address on john doe’s phone)

    • Description: This is an optional field in which you can enter a useful description, such as john doe’s phone. This will help you if you need to search on information about this user.

    • Device Pool: Choose the device pool to which you want this phone assigned. The device pool defines sets of common characteristics for devices, such as region, date/time group, softkey template, and MLPP information.

      Note 

      Device Pools are defined on the Device Pool Configuration window of Cisco Unified Communications Server Administration (System > Device Pool).

    • Phone Button Template: Choose the appropriate phone button template from the drop-down list. The phone button template determines the configuration of buttons on a phone and identifies which feature (for example, line, call park) is used for each button.

      Phone button templates are defined on the Phone Button Template Configuration window of Cisco Unified Communications Manager Administration (Device > Device Settings > Phone Button Template). You can use the search fields in conjunction with the Find button to find all configured phone button templates and their current settings.

    • Softkey Template: Choose the appropriate softkey template. The softkey template determines the configuration of the softkeys on Cisco Unified IP Phones. Leave this field blank if the common device configuration contains the assigned softkey template.

      Softkey templates are defined on the Softkey Template Configuration window of Cisco Unified Communications Manager Administration (Device > Device Settings > Softkey Template). You can use the search fields in conjunction with the Find button to find all configured softkey templates and their current settings.

    • Common Phone Profile: From the drop-down list box, choose a common phone profile from the list of available common phone profiles.

      Common Phone Profiles are defined on the Common Phone Profile Configuration window of Cisco Unified Communications Manager Administration (Device > Device Settings > Common Phone Profile). You can use the search fields in conjunction with the Find button to find all configured common phone profiles and their current settings.

    • Calling Search Space: From the drop-down list box, choose the appropriate calling search space (CSS). A calling search space comprises a collection of partitions (analogous to a collection of available phone books) that are searched to determine how a dialed number should be routed. The calling search space for the device and the calling search space for the directory number get used together. The directory number CSS takes precedence over the device CSS.

      Calling Search Spaces are defined on the Calling Search Space Configuration window of Cisco Unified Communications Manager Administration (Calling routing > Class of Control > Calling Search Space). You can use the search fields in conjunction with the Find button to find all configured Calling Search Spaces and their current settings.

    • Location: Choose the appropriate location for this Cisco Unified IP Phone.

    • Owner User ID: From the drop-down menu, choose the user ID of the assigned phone user.

  2. In the Protocol Specific Information pane of this window, choose a Device Security Profile from the drop-down list. To enable security features for a phone, you must configure a new security profile for the device type and protocol and apply it to the phone. If the phone does not support security, choose a nonsecure profile.

    To identify the settings that are contained in the profile, choose System > Security Profile > Phone Security Profile.

    The security profile chosen should be based on the overall security strategy of the company.

  3. In the Extension Information pane of this window, check the Enable Extension Mobility box if this phone supports Cisco Extension Mobility.

  4. Select Save.

Step 2

Configure line settings:

  1. On the Phone Configuration window, select Line 1 on the left pane of the window. The Directory Number Configuration window appears.

  2. In the Directory Number field, enter a valid number that can be dialed.

    This field should contain the same number that appears in the Telephone Number field on the User Configuration window.

    Example: 26640 is the directory number of user John Doe in the example above.

  3. 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.

  4. From the Calling Search Space drop-down list (Directory Number Settings pane of the Directory Number Configuration window), choose the appropriate calling search space. A calling search space comprises a collection of partitions that are searched for numbers that are called from this directory number. The value that you choose applies to all devices that are using this directory number.

  5. In the Call Pickup and Call Forward Settings pane of the Directory Number Configuration window, 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 be forwarded to the voice mail for this line, check the Voice Mail box next to the Forward Busy Internal and Forward Busy External items in the left column of the Call Pickup and Call Forward Settings pane.

  6. In the Line 1 on Device... pane of Directory Number Configuration window, configure the following:

    • Display (Internal Caller ID field): You can enter the first name and last name of the user of this device so that this name will be displayed for all internal calls. You can also 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 numbers and "X" characters. The Xs represent the directory number and must appear at the end of the pattern.

    Example: Using the john doe extension in the example above, if you specify a mask of 408902XXXX, an external call from extension 6640 displays a caller ID number of 4089026640.

    Note 

    This setting applies only to the current device unless you check the check box at right (Update Shared Device Settings) and select the Propagate Selected button. (The check box at right displays only if other devices share this directory number.)

  7. Select Save.

  8. Select Associate End Users at the bottom of the window to associate a user to the line being configured. Use the Find button in conjunction with the Search fields to locate the user, then check the box next to the user’s name, then choose Add Selected. The user’s name and user ID should now appear in the Users Associated With Line pane of the Directory Number Configuration window.

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

  10. If your phone has a second line, configure Line 2.

  11. Associate the user with the device:

    • Choose User Management > End User.

    • Use the search boxes and the Find button to locate the user you have added (for example, doe for the last name).

    • Select the user ID (for example, johndoe). The End User Configuration window appears.

    • Select Device Associations.

    • Use the Search fields and the Find button to locate the device with which you want to associate to the user. Select the device, then choose Save Selected/Changes. The user is now associated with the device.

    • Click Go next to the "Back to User" Related link in the upper-right corner of the screen.

Step 3

Proceed to Perform Final End User Configuration Steps.

Perform Final End User Configuration Steps

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.

In the End User Configuration window, follow these steps:

Procedure

Step 1

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

Step 2

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

Step 3

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 4

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

Step 5

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 6

Select Save.