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Cisco Systems OL-20852-01 User's Manual
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1. APPENDIX D Basic Phone Administration Steps This appendix provides minimum basic configuration steps for you to do the following e Add a new user to Cisco Unified Communications Manager Administration e Configure a new phone for that user e Associate that user to that phone e 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 This section contains these topics e Example User Information for These Procedures page D 1 e Adding a User to Cisco Unified Communications Manager page D 2 e Configuring the Phone page D 3 e Performing Final End User Configuration Steps page D 6 Example User Information for These Procedures In the procedures that follow examples are given when possible to illustrate some of the steps Sample user and phone information used throughout these procedures includes e User s Name John Doe e User ID johndoe e Phone model 6901 e Protocol SCCP e MAC address listed on phone 00127F576611 e Five digit internal telephone number 26640 Cisco Unified IP Phone 6901 and
2. 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 Click Save Proceed to the section Configuring the Phone page D 3 Configuring the Phone Step 1 Step 2 Step 3 Step 1 To identify the user s phone model and protocol follow these steps Procedure From Cisco Unified Communications Manager administration choose Device gt Phone Click Add New Select the user s phone model from the Phone Type drop down list then click Next The Phone Configuration window appears On the Phone Configuration window you can use the default values for most of the fields To configure the required fields and some key additional fields follow these steps Procedure For the required fields possible values can be configured as follows amp Note The configuration is based on the example of user johndoe a 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 OL 20852 01 Cisco Unified IP Phone 6901 and 6911 Administration Guide for Cisco Unified Communications Manager 8 0 SCCP Appendix D Basic Phone Administration Steps HZ Configuring the Phone Description This is an optional field wher
3. 6911 Administration Guide for Cisco Unified Communications Manager 8 0 SCCP oL 20852 01 g on AppendixD Basic Phone Administration Steps HE Adding a User to Cisco Unified Communications Manager Adding a User to Cisco Unified Communications Manager 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 e Adding a User From an External LDAP Directory page D 2 e Adding a User Directly to Cisco Unified Communications Manager page D 2 Adding a User From an External LDAP Directory Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 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 Login to Cisco Unified Communications Manager Administration Choose System gt LDAP gt LDAP Directory Use the Find button to locate your LDAP directory Click the LDAP directory name Click Perform Full Sync Now amp Note 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 i
4. e you can enter a useful description This will help you if you need to search for information about this user Device Pool Choose the device pool for which you want to assign this phone The device pool defines sets of common characteristics for devices such as region date time group and MLPP information amp Note Device Pools are defined on the Device Pool Configuration window of Cisco Unified Communications Server Administration System gt 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 line speed dial and so on is used for each button D Note Phone button templates are defined on the Phone Button Template Configuration window of Cisco Unified Communications Manager Administration Device gt Device Settings gt Phone Button Template You can use the search field s in conjunction with the Find button to find all configured phone button templates and their current settings Common Phone Profile From the drop down list choose a common phone profile from the list of available common phone profiles amp Note Common Phone Profiles are defined on the Common Phone Profile Configuration window of Cisco Unified Communications Manager Administration Device gt Device Settings gt Common Phone Profile You can use the search field s i
5. ich you want to associate to the user Select the device then click Save Selected Changes The user is now associated with the device Click the Go button next to the Back to User Related link in the upper right corner of the screen I Proceed to Performing Final End User Configuration Steps page D 6 Performing Final End User Configuration Steps Step 1 Step 2 Step 3 Step 4 If you are not already on the End User Configuration page choose User Management gt End User to perform some final configuration tasks Use the Search fields and the Find button to locate the user i e 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 do the following Procedure In the Directory Number Associations pane of the screen set the primary extension from the drop down list In the Mobility Information pane check the Enable Mobility box In the Permissions Information pane 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 has been defined as a Standard CCM End User Group To view all configured user groups choose User Management gt User Group Click Save Cisco Unified IP Phone 6901 and 6911 Administration Guide for Cisco Unified Communications Manager 8 0 SCCP OL 20852 01
6. n conjunction with the Find button to find all configured common phone profiles and their current settings Calling Search Space From the drop down list 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 amp Note Calling Search Spaces are defined on the Calling Search Space Configuration window of Cisco Unified Communications Manager Administration Calling routing gt Class of Control gt Calling Search Space You can use the search field s 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 list choose the user ID of the assigned phone user b Inthe 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 non secure profile To identify the settings that are c
7. nsion 6640 displays a caller ID number of 4089026640 amp Note This setting applies only to the current device unless you check the check box at right Update Shared Device Settings and click the Propagate Selected button The check box at right displays only if other devices share this directory number Cisco Unified IP Phone 6901 and 6911 Administration Guide for Cisco Unified Communications Manager 8 0 SCCP oL 20852 01 g Dos Appendix D Basic Phone Administration Steps HZ Performing Final End User Configuration Steps g Click Save h Click 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 click 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 i Click Save The user is now associated with Line on the phone j If your phone has a second line configure Line 2 k Associate the user with the device Choose User Management gt End User Use the search boxes and the Find button to locate the user you have added i e doe for the last name Click on the user ID that is johndoe The End User Configuration window appears Click Device Associations Use the Search fields and the Find button to locate the device with wh
8. ontained in the profile choose System gt Security Profile gt Phone Security Profile Cisco Unified IP Phone 6901 and 6911 Administration Guide for Cisco Unified Communications Manager 8 0 SCCP D 4 OL 20852 01 Appendix D Basic Phone Administration Steps Configuring the Phone W amp Note The security profile chosen should be based on the overall security strategy of the company c In the Extension Information pane of this window check the Enable Extension Mobility box if this phone supports Cisco Extension Mobility d Click Save Step2 Configure line settings a On the Phone Configuration window click Line 1 on the left pane of the window The Directory Number Configuration window appears b In the Directory Number field enter a valid number that can be dialed amp Note 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 c 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 lt None gt for the partition d 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 pa
9. rtitions 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 e In the Call Pickup and Call Forward Settings pane of the Directory Number Configuration window choose the items i e 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 f In the Line 1 on Device pane of the 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 number 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 exte
10. s scheduled However the synchronization must occur before you can associate a new user to a device Proceed to Configuring the Phone section on page D 3 Adding a User Directly to Cisco Unified Communications Manager Step 1 Step 2 Step 3 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 Choose User Management gt End User Click Add New The End User Configuration window appears In the User Information pane of this window enter the following E Cisco Unified IP Phone 6901 and 6911 Administration Guide for Cisco Unified Communications Manager 8 0 SCCP OL 20852 01 Appendix D Basic Phone Administration Steps Step 4 Configuring the Phone W 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 lt gt 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 lt gt and blank spaces Last Name Enter the end user last name You may use the following special characters lt gt and blank spaces Example doe Telephone Number Enter the
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