Cisco Systems IP Phone OL 20852 01 User Manual

A P P E N D I X

Basic Phone Administration Steps

This appendix 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.

This section contains these topics:

•

Example User Information for These Procedures, page D-1

Adding a User to Cisco Unified Communications Manager, page D-2

Configuring the Phone, page D-3

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:

•

User’s Name: John Doe

User ID: johndoe

Phone model: 6901

Protocol: SCCP

MAC address listed on phone: 00127F576611

Five-digit internal telephone number: 26640

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Appendix D Basic Phone Administration Steps

Configuring the Phone

–

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 4

Click Save.

Proceed to the section Configuring the Phone, page D-3.

Configuring the Phone

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

Procedure

Step 1

Step 2

Step 3

From Cisco Unified Communications Manager administration, choose Device > 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

Step 1

For the required fields, possible values can be configured as follows:

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)

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Appendix D Basic Phone Administration Steps

Configuring the Phone

–

Description—This is an optional field where 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.

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 (line, speed dial, and so on) is used for each button.

Note

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 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.

Note

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 field(s) 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, 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.

Note

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 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. 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 non-secure profile.

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

Security Profile.

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Appendix D Basic Phone Administration Steps

Configuring the Phone

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.

Step 2

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.

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 <None> 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 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.

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 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 click the Propagate Selected button. (The check

box at right displays only if other devices share this directory number.)

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Appendix D Basic Phone Administration Steps

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 1 on the phone.

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

k. 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 (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 which 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.

l. Proceed to Performing Final End User Configuration Steps, page D-6.

Performing Final End User Configuration Steps

If you are not already on the End User Configuration page, choose User Management > 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

Step 1

In the Directory Number Associations pane of the screen, set the primary extension from the drop-down

list.

Step 2

Step 3

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 > User Group.

Click Save.

Step 4

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