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Configuration files for a phone are stored on the TFTP server and define parameters for connecting to Cisco Unified Communications Manager. In general, any time you make a change in Cisco Unified Communications Manager that requires the phone to be reset, a change is automatically made to the phone configuration file.
Configuration files also contain information about which image load the phone should be running. If this image load differs from the one currently loaded on a phone, the phone contacts the TFTP server to request the required load files.
If you configure security-related settings in Cisco Unified Communications Manager Administration, the phone configuration file will contain sensitive information. To ensure the privacy of a configuration file, you must configure it for encryption. For more information, see the documentation for your particular Cisco Unified Communications Manager release. A phone requests a configuration file whenever it resets and registers with Cisco Unified Communications Manager.
A phone accesses a default configuration file named XmlDefault.cnf.xml from the TFTP server when the following conditions exist:
If autoregistration is not enabled and the phone does not exist in the Cisco Unified Communications Manager database, you must configure the Cisco IP Phone in Cisco Unified Communications Manager manually. Some tasks in this procedure are optional, depending on your system and user needs.
For more information about Cisco Unified Communications Manager Administration, see Cisco Unified Communications Manager Administration Guide.
Perform the configuration steps in the following procedure using Cisco Unified Communications Manager Administration.
Step 1 | Gather the following information about the phone:
The information provides a list of configuration requirements for setting up phones and identifies preliminary configuration that you need to perform before configuring individual phones. For more information, see the "Cisco Unified IP Phones" chapter in the Cisco Unified Communications Manager System Guide and Telephony Features. | ||||
Step 2 | Verify that you have sufficient unit licenses for your phone.
For more information, go to the "License Unit Report" chapter in the Cisco Unified Communications ManagerAdministration Guide. | ||||
Step 3 | Define the phone button templates that determine the configuration of buttons on a phone. Select
to create and update the templates. For more information, see the "Phone button template setup" chapter in the Cisco Unified Communications ManagerAdministration Guide . | ||||
Step 4 | Define the Device Pools. Select . Device Pools define common characteristics for devices, such as region, date/time group, softkey template, and MLPP information. For information on Device Pool setup, see the "Device pool setup" chapter in the Cisco Unified Communications Manager Administration Guide . | ||||
Step 5 | Define the Common Phone Profile. Select . Common phone profiles provide data that the Cisco TFTP server requires, as well as common phone settings, such as Do Not Disturb and feature control options. For more information, see the "Common phone profile setup" chapter in the Cisco Unified Communications ManagerAdministration Guide. | ||||
Step 6 | Define a Calling Search Space. In Cisco Unified
Communications Manager Administration, click . A Calling Search Space is a collection of partitions that are searched to determine how a dialed number is routed. The calling search space for the device and the calling search space for the directory number are used together. The directory number CSS takes precedence over the device CSS. For more information, see the "Calling search space setup" chapter in the Cisco Unified Communications Manager Administration Guide. | ||||
Step 7 | Configure a security profile for the device type and protocol. Select . For more information, see the "Phone security profile setup" chapter in the Cisco Unified Communications Manager Security Guide. | ||||
Step 8 | Set up the phone. Select . | ||||
Step 9 | Select to configure directory numbers (lines) on the phone by
completing the required fields in the
Directory Number Configuration window. For more information, see the "Directory number setup" chapter in the Cisco Unified Communications Manager Administration Guide and see Telephony Features. | ||||
Step 10 | Associate the user with a phone. Click
Associate End Users at the bottom of the
Phone Configuration window to associate a user to the line that is being configured. | ||||
Step 11 | Associate the user with the device:
| ||||
Step 12 | Customize the softkey templates. Select . Use the page to add, delete, or change the order of softkey features that display on the user’s phone to meet feature usage needs. For more information, see the "Softkey template setup" and "Cisco Unified IP Phone setup" chapters in the Cisco Unified Communications ManagerAdministration Guide. | ||||
Step 13 | Configure Cisco IP Phone services
and assign services. Select
. Provides IP Phone services to the phone.
| ||||
Step 14 | (Optional)Assign services to programmable buttons.
Select . Provides access to an IP phone service or URL. | ||||
Step 15 | Add user information to the global directory for Cisco Unified
Communications Manager. Select and configure the required fields. Required
fields are indicated by an asterisk (*); for example, User ID and last name.
| ||||
Step 16 | Associate a user with a user group. Select
. Assigns users a common list of roles and permissions that apply to all users in a user group. Administrators can manage user groups, roles, and permissions to control the level of access (and, therefore, the level of security) for system users. For more information, see Add User to End User Group. In order for end users to access the Cisco Unified Communications Self Care Portal, you must add users to the standard Cisco Communications Manager End Users group. For more information, see "End user setup" and "Access control group setup" in the Cisco Unified Communications ManagerAdministration Guide. |
To add phones to the Cisco Unified Communications Manager, you must determine the MAC address of a Cisco IP Phone.
After you install the Cisco IP Phone, you can choose one of the following options to add phones to the Cisco Unified Communications Manager database.
Adding phones individually or using BAT require you to identify the MAC address for the phone. For more information, see Determine Phone MAC Address.
For more information about the Bulk Administration Tool, see the documentation for your particular Cisco Unified Communications Manager release.
Collect the MAC address and phone information for the phone that you will add to the Cisco Unified Communications Manager.
The Cisco Unified Communications Bulk Administration Tool (BAT) enables you to perform batch operations, including registration of multiple phones.
To add phones using BAT only (not in conjunction with TAPS), you must obtain the appropriate MAC address for each phone.
For more information about using BAT, see the documentation for your particular Cisco Unified Communications Manager release.
You can display and maintain information about the users registered in Cisco Unified Communications Manager. Cisco Unified Communications Manager also allows each user to perform tasks:
Step 1 | To add users individually, see Add User Directly to Cisco Unified Communications Manager. |
Step 2 | To add users in batches,
use the Bulk Administration Tool. This method also enables you to set an
identical default password for all users.
For more information, see the documentation for your particular Cisco Unified Communications Manager release. |
If you added a user to an LDAP Directory (a non-Cisco Unified Communications Server directory), you can immediately synchronize the LDAP directory to the Cisco Unified Communications Manager on which you are adding the user and the user phone.
Note | If you do not synchronize the LDAP Directory to the Cisco Unified Communications Manager immediately, the LDAP Directory Synchronization Schedule on the LDAP Directory window determines when the next autosynchronization is scheduled. Synchronization must occur before you can associate a new user to a device. |
If you are not using a Lightweight Directory Access Protocol (LDAP) directory, you can add a user directly with Cisco Unified Communications Manager Administration by following these steps.
Note | If LDAP is synchronized, you cannot add a user with Cisco Unified Communications Manager Administration. |
To add a user to the Cisco Unified Communications Manager Standard End User group, perform these steps:
You associate phones with users from the Cisco Unified Communications Manager End User window.
Step 1 | From Cisco Unified Communications Manager Administration,
choose
.
The Find and List Users window appears. |
Step 2 | Enter the appropriate search criteria and click Find. |
Step 3 | In the list of records that appear, select the link for the user. |
Step 4 | Select
Device Association.
The User Device Association window appears. |
Step 5 | Enter the appropriate search criteria and click Find. |
Step 6 | Choose the device that you want to associate with the user by checking the box to the left of the device. |
Step 7 | Choose Save Selected/Changes to associate the device with the user. |
Step 8 | From the Related Links drop-down list in the upper, right corner of
the window, select
Back to User, and click Go.
The End User Configuration window appears and the associated devices that you chose display in the Controlled Devices pane. |
Step 9 | Choose Save Selected/Changes. |
If you are not already on the End User Configuration page, choose 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.
Step 1 | In the Directory Number Associations pane of the screen, set the primary extension from the drop-down list. |
Step 2 | In the Mobility Information pane, check the Enable Mobility box. |
Step 3 | 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 . |
Step 4 | Click Save. |