System Administration Guide for Cisco Unity Connection Release 10.x

Task List for Configuring a Calendar and Contact Integration with Exchange 2013, Exchange 2010, or Exchange 2007

1. Review the system requirements to ensure that all the requirements for Exchange 2013, Exchange 2010, and Exchange 2007 are met. For more information see the sections “Requirements for Accessing Calendar Information for Meetings” and “Requirements for Accessing Exchange Contact Information” of System Requirements for Cisco Unity Connection Release 10.x at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/10x/requirements/10xcucsysreqs.html#pgfId-341711 .

2. Configure the Exchange server with which Unity Connection is integrated for calendar and contact integration. See the “Configuring Exchange 2013, Exchange 2010, or Exchange 2007 for Calendar and Contact Integration” section.

3. Configure Unity Connection for calendar and contact integration. See the “Configuring Unity Connection for Calendar and Contact Integration” section.

4. (When enabling Personal Call Transfer Rules only) Verify that the users or templates are assigned to a class of service that enables them to use the personal call transfer rules feature.

5. Configure the Unity Connection users for calendar and contact integration. See the “Configuring Unity Connection Users for Calendar and Contact Integration” section.

6. Test the calendar integration. See the “Testing Calendar Integration with Exchange 2013, Exchange 2010, or Exchange 2007” section.

Configuring Exchange 2013, Exchange 2010, or Exchange 2007 for Calendar and Contact Integration

Do the following tasks to configure Exchange 2013, Exchange 2010, or Exchange 2007 for the calendar and contact integration:

1. Confirm that Client Access role has been enabled on Exchange 2013, Exchange 2010, or Exchange 2007 server.

2. Do the Steps to Configure Exchange 2013, Exchange 2010, or Exchange 2007 for Calendar and Contact Integration.

3. (Optional) If you are using SSL for secure access to the Exchange server, follow the steps mentioned in the section Steps to Configure Secure Access to Exchange 2013, Exchange 2010, or Exchange 2007 for Calendar and Contact Integration.

NoteIf you have already configured secure IMAP with SSL on Exchange server and enabled the certificate for both IMAP and IIS, then follow the sectionSteps to Configure Exchange 2013, Exchange 2010, or Exchange 2007 for Calendar and Contact Integration.

Steps to Configure Exchange 2013, Exchange 2010, or Exchange 2007 for Calendar and Contact Integration

Step 1 On the Exchange server, open the Internet Services (IIS) Manager application.

Step 2 Go to Internet Information Services > <server name> > Web Sites > Default Web Site .

Step 3 Right-click Exchange and select Properties .

Step 4 In the Exchange Properties dialog box, select the Virtual Directory tab.

Step 5 From the Content For This Resource Should Come From menu, select A Directory Located On This Computer.

Step 6 Confirm the Local Path is set to \\.\BackOfficeStorage\<your-domain.com>\MBX.

Step 7 Select the Read check box.

Step 8 Select the Directory Security tab.

Step 9 From the Authentication and Access Control menu, select Edit .

Step 10 In the Authenticated Access section of the Authentication Methods dialog box, check the check boxes for one or more of the following options:

• Integrated Windows authentication (sometimes referred to as NTLM)
• Basic Authentication
• Digest Authentication for Windows Domain Servers

Step 11 Select OK .

Step 12 In the Exchange Properties dialog box, select OK .

Step 13 Go to Internet Information Services > <server name> > Web Service Extensions.

Step 14 In the right-hand pane, select WebDav and confirm that the status is “Allowed.” If the status is not “Allowed”, click Allow.

Step 15 On the Exchange server, open the Exchange Management Console .

Step 16 Go to Server Configuration > Mailbox.

Step 17 Do the following for each mailbox that you want to configure for the calendar and contact integration:

a. In the upper middle pane, select the mailbox name.

b. In the lower middle pane, select the WebDav tab.

c. Right-click Exchange (Default Web Site) and select Properties.

d. In the Exchange (Default Web Site) Properties dialog box, select the Authentication tab.

e. Select Use One or More Standard Authentication Methods and select the same authentication method(s) that you configured in Step 10.

Step 18 Click OK.

Step 19 Open the Exchange Management Shell .

Step 20 In the Exchange Management Shell, enter the following command:

iisbreset /noforce

Step 21 Press Enter .

Steps to Configure Secure Access to Exchange 2013, Exchange 2010, or Exchange 2007 for Calendar and Contact Integration

Step 1 On the Exchange Server, open the Exchange Management Shell application.

Step 2 Enter the following command, where <Exchange server> is the IP address or fully qualified domain name of the Exchange server and <friendly name> is the friendly name that you chose for the Exchange server:

• new-exchangecertificate -generaterequest -domainname <Exchange server> -friendlyname <friendly name>-path c:\csr.txt

Step 3 Press Enter .

A Certificate Signing Request (CSR) file with the name Csr.txt is created in the root directory.

Step 4 Send the CSR file to a Certification Authority (CA), which generates and sends back a new certificate.

Note You must have a copy of the CA public root certificate or public root certificate chain. This certificate is needed for configuring Unity Connection to trust the Exchange 2007 server.

Step 5 Save the new certificate in a location that is accessible to the Exchange server on which you want to import the certificate.

Step 6 On the Exchange Server, open the Exchange Management Shell application.

Step 7 Enter the following command, where <path> is the full path of the new certificate that you received from the CA:

import-exchangecertificate -path <path>

Step 8 Press Enter .

Step 9 Enter the following command:

dir cert:\localmachine\my | fl

Step 10 Press Enter .

Step 11 Highlight the “thumbprint” property and press Ctrl-C to copy it to the clipboard.

Step 12 If Unity Connection will be configured to use IMAP to access both email and calendar data from Exchange 2007, enter the following command, where <thumbprint> is the “thumbprint” that you copied in Step 11:

enable-exchangecertificate -thumbprint <thumbprint> -services "IIS,IMAP"

If Unity Connection will not be configured to use IMAP but will be configured to use calendar data from Exchange 2007, enter the following command, where <thumbprint> is the “thumbprint” that you copied in Step 11:

enable-exchangecertificate -thumbprint <thumbprint> -services "IIS"

Step 13 Press Enter .

Step 14 If you want data transmitted as clear text, skip the remaining steps in this procedure and continue with the “Configuring Unity Connection for Calendar and Contact Integration” section. Otherwise, open the IIS Manager application.

Step 15 Go to IIS > <server name> > Web Sites > Default Web Site .

Step 16 Right-click Default Web Site and select Properties .

Step 17 In the Properties dialog box, select the Directory Security tab.

Step 18 From the Secure Communications menu, select Edit .

Step 19 Check the Require Secure Channel check box.

Step 20 Select OK .

Step 21 In the Properties dialog box, select OK .

Configuring Unity Connection for Calendar and Contact Integration

Steps to Configure Unity Connection for Calendar and Contact Integration

Step 1 In Cisco Unity Connection Administration, expand System Settings ,> Unified Messaging and then select Unified Messaging Services .

Step 2 On the Search Unified Messaging Services page, select Add New .

Step 3 On the New Unified Messaging Service page, in the Type list, select Exchange/BPOS-D.

Step 4 Check the Enabled check box to enable the unified messaging service.

Step 5 In the Display Name field, enter a descriptive name.

Step 6 Select the applicable setting in Web-Based Authentication mode drop-down to match the authentication used by the Exchange server:

• Basic
• Digest
• NTLM

Step 7 In the Web-Based Protocol field, select the applicable setting:

• HTTP : Unity Connection does not use a secure with Exchange server.
• HTTPS : Unity Connection uses an SSL with Exchange server.

Step 8 (Optional) Check the Validate Certificates for Exchange Servers check box if you selected HTTPS in Step 7 and want Unity Connection to validate Exchange 2013, Exchange 2010, or Exchange 2007 server certificates.

NoteSelf-signed certificates cannot be validated.

Step 9 From the Exchange Servers menu, select the Exchange server details:

• Search for Exchange Servers: Select this option if you want Unity Connection to automatically find Exchange 2013, Exchange 2010, Exchange 2007 client access servers, or Exchange 2003 servers, perform the following steps:

a. Select the Search for Exchange Servers option.

b. In the Active Directory DNS Domain Name field, enter the DNS domain name of the Active Directory domain in which you want Unity Connection to begin searching for Exchange servers.

c. If you have Exchange servers in more than one Active Directory site, you can improve performance if you specify the site that contains the domain controllers that you want Unity Connection to use to find Exchange servers. In the Active Directory Site Name field, enter the name of the site.

d. In the Exchange Versions field, select the versions of Exchange in which you have mailboxes that you want Unity Connection to be able to access.

e. In the Protocol Used to Communicate with Domain Controllers list, select whether Unity Connection should use LDAP or secure LDAP (LDAPS) when communicating with Active Directory to find Exchange servers.

• Specify an Exchange Server: Select this option to specify the details of a particular Exchange server that has mailboxes Unity Connection wants to access.

Step 10 Specify the username and password for the active directory account that has access to Exchange server in the Active Directory Account Used to Access Exchange field.

Step 11 In the Service Capabilities menu, check the Access Exchange Calendars and Contacts check box.

Step 12 Select Test and a message appears indicating whether the configuration has been successfully verified.

If the verification fails, follow all the above configuration steps to ensure there is no miss.

Step 13 Select Save .

Configuring Unity Connection Users for Calendar and Contact Integration

NoteThere must be a user account in Active Directory for each Unity Connection user configured for unified messaging. Also, there must be a corresponding mailbox for each user account in Exchange 2013, Exchange2010, or Exchange 2007 that communicates with the Unity Connection server.

Steps to Configure Unity Connection Users for Calendar and Contact Integration

Step 1 In Cisco Unity Connection Administration, expand Users , then select Users .

Step 2 On the Search Users page, select the alias of a user.

Step 3 On the Edit User Basics page, on the Edit menu, select Unified Messaging Accounts .

Step 4 On the Unified Messaging Accounts page, select Add New .

NoteMake sure that a unified messaging service is configured before creating unified messaging accounts.

Step 5 On the New Unified Messaging Accounts page, select the following details:

• In Unified Messaging Service drop-down, select the unified messaging service created in the section Configuring Unity Connection for Calendar and Contact Integration.
• From the Account Information menu, in the Use This Email Address field, enter the Exchange email address in Active Directory for the user.

Step 6 In the Service Capabilities menu, check the Access Exchange Calendar and Contacts check box and select Save .

Step 7 Check the calendar and contact configuration for the user, selecting Test . The Task Execution Results window appears with the test results.If any part of the test fails, verify the configuration for Exchange 2013, Exchange 2010, or Exchange 2007, Active Directory, Unity Connection, and the user.

Step 8 Repeat Step 2 through Step 7 for all remaining users.

Testing Calendar Integration with Exchange 2013, Exchange 2010, or Exchange 2007

Steps to Test the Calendar Integration with Exchange 2013, Exchange 2010, or Exchange 2007

Step 1 Sign in to Outlook.

Step 2 On the Go menu, select Calendar .

Step 3 On the File menu, select New > Meeting Request .

Step 4 Enter values in the required fields to schedule a new meeting for the current time, and invite a user who has an account on Unity Connection. Select Send .

Step 5 Sign in to the Unity Connection mailbox of the user that you invited to the Outlook meeting:

• If the user account is configured for speech access, say Play Meetings .
• If the user account is not configured for speech access, press 6 , and then follow the prompts to list meetings.

Unity Connection reads the information about the Exchange 2013, 2010, or 2007 meetings.

Task List for Creating a Calendar and Contact Integration with Exchange 2003

1. Review the system requirements to ensure that all the requirements for Exchange 2003 have been met. For more information see the sections “Requirements for Accessing Calendar Information for Meetings” and “Requirements for Accessing Exchange Contact Information” of System Requirements for Cisco Unity Connection Release 10.x at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/10x/requirements/10xcucsysreqs.html#pgfId-341711 .

2. Configure Exchange 2003 for calendar and contact integration. See the “Configuring Exchange 2003 for Calendar and Contact Integration” section.

3. Configure Unity Connection for calendar and contact integration. See the “Configuring Unity Connection for Calendar and Contact Integration” section.

4. (When enabling Personal Call Transfer Rules only) Verify that the users or templates are assigned to a class of service that enables them to use the personal call transfer rules feature.

5. Configure the Unity Connection users. See the “Configuring Unity Connection Users for Calendar and Contact Integration” section.

6. Test the calendar integration. See the “Testing Calendar Integration with Exchange 2003” section.

Configuring Exchange 2003 for Calendar and Contact Integration

Steps to Create a Service Account for Calendar and Contact Integration

Step 1 On the Domain Controller, open Active Directory Users and Computers .

Step 2 Right-click Users and select New > User .

Step 3 Create a domain user account with alias cucsvc .

Note It is not necessary to create a mailbox for this user.

Step 4 On the Exchange server, on the Windows Start menu, select Programs > Microsoft Exchange > System Manager .

Step 5 From the Servers menu, right-click the server name and select Properties .

Step 6 In the Properties dialog box, select the Security tab.

Step 7 Select Add and add cucsvc (the alias for the domain account that you created in Step 3) to the list of accounts with permissions on the store.

Step 8 Select Check Names .

Step 9 Select OK .

Step 10 In the list, select cucsvc (the alias for the domain account that you created in Step 3).

Step 11 Set the permissions for the domain account alias to allow for Receive As, Send As, and Administer Information Store. Deny all other permissions.

Step 12 In the Properties dialog box, select OK .

Consider the following:

• If you are not using SSL for access to Exchange 2003 server, follow the steps as mentioned in To Configure Basic Access to Exchange 2003 for Calendar and Contact Integration (Without SSL)
• If you are using SSL for secure access to Exchange 2003 server, follow the steps as mentioned in To Configure Secure Access to Exchange 2003 for Calendar and Contact Integration (With SSL)

To Configure Basic Access to Exchange 2003 for Calendar and Contact Integration (Without SSL)

Step 1 On the Domain Controller, go to Active Directory Users and Computers .

Step 2 From the Users menu, select all user accounts that have calendars that you want Unity Connection to access.

Step 3 Right-click the highlighted users and select Exchange Tasks .

Step 4 In the Exchange Tasks dialog box, select Configure Exchange Features .

Step 5 From the Protocols menu, select Outlook Web Access .

Step 6 Select the Enable icon.

Step 7 Select Next .

Step 8 Select Finish .

Step 9 On the Exchange server, open the Exchange System Manager application.

Step 10 Go to Servers > <server name> > Protocols > HTTP > Exchange Virtual Server .

Step 11 Select the Settings tab.

Step 12 Confirm that the Enable Forms Based Authentication check box is unchecked.

Step 13 Select OK .

Step 14 Go to Servers > <server name> > Protocols > HTTP > Exchange Virtual Server > Exchange .

Step 15 Right-click Exchange and select Properties .

Step 16 In the Properties dialog box, select the Access tab.

Step 17 Confirm that the following check boxes are checked:

• Read
• Write
• Directory Browsing

Step 18 Select Authentication .

Step 19 Confirm that one or more of the following options are enabled:

• Basic
• Digest
• Integrated Windows Authentication

Step 20 Select OK .

Step 21 In the Properties dialog box, select OK .

Step 22 Open the IIS Manager application.

Step 23 Go to IIS > <server name> > Web Sites > Default Web Site .

Step 24 Right-click Default Web Site and select Properties .

Step 25 In the Properties dialog box, select the Directory Security tab.

Step 26 From the Authentication and Access Control menu, select Edit .

Step 27 Confirm that the enabled authentication schemes match those that you enabled in Step 19.

Step 28 Select OK .

Step 29 In the Properties dialog box, select OK .

To Configure Secure Access to Exchange 2003 for Calendar and Contact Integration (With SSL)

Step 1 On the Exchange server, open the IIS Manager application.

Step 2 Go to IIS > Web Sites > Default Web Site .

Step 3 Right-click Default Web Site and select Properties .

Step 4 In the Properties dialog box, select the Directory Security tab.

Step 5 From the Secure Communications menu, select Server Certificate .

Step 6 Select Next .

Step 7 Select Create a New Certificate .

Note If this option is not available, you must remove the existing certificate and do this step again.

Step 8 Select Prepare the Request Now, But Send It Later .

Step 9 Follow the prompts in the wizard to enter the applicable information for your organization.

Step 10 Save the Certificate Signing Request (CSR) as a file.

Step 11 Send the CSR file to a Certification Authority (CA), which generates and sends back a new certificate.

Note You must have a copy of the CA public root certificate or public root certificate chain. This certificate is needed for configuring Unity Connection to trust the Exchange 2003 server.

Step 12 Return to the IIS Manager application.

Step 13 Go to IIS > Web Sites > Default Web Site .

Step 14 Right-click Default Web Site and select Properties .

Step 15 In the Properties dialog box, select the Directory Security tab.

Step 16 From the Secure Communications menu, select Server Certificate .

Step 17 Select Next .

Step 18 Select Process the Pending Request and Install the Certificate and select Next .

Step 19 Browse to the local file system and select the new certificate that CA sent.

Step 20 Select Next .

Step 21 Confirm that the certificate information is valid and select Next .

Step 22 Select Finish .

Step 23 In the Properties dialog box, select OK .

Step 24 Return to the IIS Manager application.

Step 25 Go to IIS > <sever name> > Web Sites > Default Web Site .

Step 26 Right-click Default Web Site and select Properties .

Step 27 In the Properties dialog box, select the Directory Security tab.

Step 28 From the Secure Communications menu, select Edit .

Step 29 Check the Require Secure Channel check box.

Step 30 Select OK .

Step 31 In the Properties dialog box, select OK .

Configuring Unity Connection for Calendar and Contact Integration

Steps to Configure Unity Connection for Calendar and Contact Integration

Step 1 In Cisco Unity Connection Administration, expand System Settings ,> Unified Messaging and then select Unified Messaging Services .

Step 2 On the Search Unified Messaging Services page, select Add New .

Step 3 On the New Unified Messaging Service page, in the Type list, select Exchange/BPOS-D.

Step 4 Check the Enabled check box to enable the unified messaging service.

Step 5 In the Display Name field, enter a descriptive name.

Step 6 Select the applicable setting in Web-Based Authentication mode drop-down to match the authentication used by the Exchange server:

• Basic
• Digest
• NTLM

Step 7 In the Web-Based Protocol field, select the applicable setting:

• HTTP : Unity Connection does not use a secure with Exchange server.
• HTTPS : Unity Connection uses an SSL with Exchange server.

Step 8 (Optional) Check the Validate Certificates for Exchange Servers check box if you selected HTTPS in Step 7 and want Unity Connection to validate Exchange 2003 server certificates.

NoteSelf-signed certificates cannot be validated.

NoteThe CN value on the server certificate subject line or the subjectAltName:dnsname field of the server certificate must match the setting of Server field. Otherwise, validation of the server certificate will fail.
The root certificate or all certificates in a root certificate chain of the Certification Authority (CA) that signed the server certificate must be installed as Unity Connection-trust certificates in Cisco Unified Operating System Administration. Otherwise, validation of the server certificate will fail.

Step 9 In the Exchange Servers menu, select the Exchange server details:

• Search for Exchange Servers: Select this option if you want Unity Connection to automatically find Exchange 2013, Exchange 2010, Exchange 2007 client access servers, or Exchange 2003 servers, perform the following steps:

a. Select the Search for Exchange Servers option.

b. In the Active Directory DNS Domain Name field, enter the DNS domain name of the Active Directory domain in which you want Unity Connection to begin searching for Exchange servers.

c. If you have Exchange servers in more than one Active Directory site, you can improve performance if you specify the site that contains the domain controllers that you want Unity Connection to use to find Exchange servers. In the Active Directory Site Name field, enter the name of the site.

d. In the Exchange Versions field, select the versions of Exchange in which you have mailboxes that you want Unity Connection to be able to access.

e. In the Protocol Used to Communicate with Domain Controllers list, select whether Unity Connection should use LDAP or secure LDAP (LDAPS) when communicating with Active Directory to find Exchange servers.

• Specify an Exchange Server: Select this option to specify the details of a particular Exchange server that has mailboxes Unity Connection wants to access.

Step 10 Specify the username and password for the active directory account that has access to Exchange server in the Active Directory Account Used to Access Exchange field.

Step 11 In the Service Capabilities menu, check the Access Exchange Calendars and Contacts check box.

Step 12 Select Test and a message appears indicating whether the configuration has been successfully verified.

If the verification fails, follow all the above configuration steps to ensure there is no miss.

Step 13 Select Save .

Configuring Unity Connection Users for Calendar and Contact Integration

NoteExchange 2003 must have a mailbox and Active Directory must have a user for each Unity Connection user that you are configuring.

Steps to Configure Users for Calendar and Contact Integration in Unity Connection

Step 1 In Cisco Unity Connection Administration, expand Users , then select Users .

Step 2 On the Search Users page, select the alias of a user.

Step 3 On the Edit User Basics page, on the Edit menu, select Unified Messaging Accounts .

Step 4 On the Unified Messaging Accounts page, select Add New .

NoteMake sure that a unified messaging service is configured before creating unified messaging accounts.

Step 5 On the New Unified Messaging Accounts page, select the following details:

• In Unified Messaging Service drop-down, select the unified messaging service created in the section Configuring Unity Connection for Calendar and Contact Integration.
• From the Account Information menu, select the Use This Email Address field and enter the Exchange email address in Active Directory for the user.

Step 6 In the Service Capabilities menu, check the Access Exchange Calendar and Contacts check box and select Save .

Step 7 Check the calendar and contact configuration for the user, selecting Test . The Task Execution Results window appears with the test results.If any part of the test fails, verify the configuration for Exchange 2003, Active Directory, Unity Connection, and the user.

Step 8 Repeat Step 2 through Step 7 for all remaining users.

Testing Calendar Integration with Exchange 2003

Steps to Test Calendar Integration with Exchange 2003

Step 1 Sign in to Outlook.

Step 2 On the Go menu, select Calendar .

Step 3 On the File menu, select New > Meeting Request .

Step 4 Enter values in the required fields to schedule a new meeting for the current time, and invite a user who has an account on Unity Connection.

Step 5 Select Send .

Step 6 Sign in to the Unity Connection mailbox of the user that you invited to the Outlook meeting in Step 4.

Step 7 If the user account is configured for speech access, say Play Meetings .

If the user account is not configured for speech access, press 6 , and then follow the prompts to list meetings.

Unity Connection reads the information about the Exchange 2003 meeting.

Task List for Creating a Calendar Integration with Cisco Unified MeetingPlace

1. Review the system requirements to confirm that all requirements for Cisco Unified MeetingPlace and the Unity Connection server have been met. See the “Requirements for Accessing Calendar Information for Meetings” section of System Requirements for Cisco Unity Connection Release 10.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/10x/requirements/10xcucsysreqs.html .

2. Configure Cisco Unified MeetingPlace. See the “Configuring Cisco Unified MeetingPlace for Calendar Integration” section.

3. Configure Unity Connection. See the “Configuring Unity Connection for Calendar Integration” section.

4. Configure the Unity Connection users. See the “Configuring Unity Connection Users for Calendar Integration” section.

5. Test the calendar integration. See the “Testing the Calendar Integration with Cisco Unified MeetingPlace” section.

6. To teach users how to list, join, and schedule meetings, see the “Cisco Unity Connection Phone Menus and Voice Commands” chapter of the User Guide for the Cisco Unity Connection Phone Interface (Release 10.x) at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/10x/user/guide/phone/b_10xcucugphone.html .

Configuring Cisco Unified MeetingPlace for Calendar Integration

Steps to Configure Cisco Unified MeetingPlace for Calendar Integration

Step 1 Sign in to the Cisco Unified MeetingPlace Application Server as an administrator.

Step 2 Select User Configuration > User Profiles .

Step 3 Select Add New .

Step 4 Enter the following values in the required fields to create a privileged service account:

Note The values that you enter for the User ID, User Password, Profile Number, and Profile Password fields will be used in the “Configuring Unity Connection for Calendar Integration” section.

Step 5 Select Save .

Step 6 Sign out of Cisco Unified MeetingPlace.

Step 7 In the Address field of a web browser, if SSL is not enabled, enter the following URL (where <server> is the IP address or host name of the Cisco Unified MeetingPlace server):

http://<server>/webservices/services/meetingservice?wsdl

If SSL is enabled, enter the following URL:

https://<server>/webservices/services/meetingservice?wsdl

Step 8 Press Enter .

Step 9 When prompted to sign in, enter the user ID and password for the privileged service account that you created in the Steps to Configure Cisco Unified MeetingPlace for Calendar Integration.

The Cisco Unified MeetingPlace WSDL download page appears with the title “XFire Services.”

Configuring Unity Connection for Calendar Integration

Steps to Configure Unity Connection for Calendar Integration

Step 1 In Cisco Unity Connection Administration, expand Unified Messaging and select Unified Messaging Services.

Step 2 On the Search Unified Messaging Services page, select Add New .

Step 3 On the New Unified Messaging Service page, in the Type list, select MeetingPlace 8.x.

Step 4 Check the Enabled check box to enable unified messaging with Cisco Unified MeetingPlace server.

Step 5 In the Display Name field, enter a descriptive name.

Step 6 In the Server field, enter the hostname or IP address of Cisco Unified MeetingPlace server.

Step 7 In the Transfer Extension Dial String field, enter the digits that Unity Connection must dial to transfer users on the phone to the opening greeting of Cisco Unified MeetingPlace server.

Step 8 In the User ID field, enter the alias for the privileged service account that Unity Connection uses to sign in to the Cisco Unified MeetingPlace server.

This setting must match the User ID setting for the privileged service account that you configured in the “Configuring Cisco Unified MeetingPlace for Calendar Integration” section.

Step 9 In the Password field, enter the password for the privileged service account that Unity Connection uses to sign in to the Cisco Unified MeetingPlace server.

This setting must match the User Password setting for the privileged service account that you configured in the “Configuring Cisco Unified MeetingPlace for Calendar Integration” section.

Step 10 In the Service Capabilities menu, check the applicable check boxes:

• User MeetingPlace Meetings —Check this check box so that users can hear of their upcoming meetings by phone.
• MeetingPlace Scheduling and Joining —Check this check box so that users can schedule and join meetings.

Step 11 Select Save .

Step 12 To check the integration with Cisco Unified MeetingPlace, select Test . The Task Execution Results window appears with the test results. If any part of the test fails, verify the configuration for Cisco Unified MeetingPlace and Unity Connection.

Configuring Unity Connection Users for Calendar Integration

Steps to Configure Unity Connection Users for Calendar Integration

Step 1 In Cisco Unity Connection Administration, expand Users , then select Users .

Step 2 On the Search Users page, select the alias of a user.

Step 3 On the Edit User Basics page, on the Edit menu, select Unified Messaging Accounts.

Step 4 On the Unified Messaging Accounts page, select Add New . The New Unified Messaging Account page appears.

Step 5 On the New Unified Messaging Account page, select the Unified Messaging Service for Cisco Unified MeetingPlace.

Step 6 In the Service field, select the display name that you entered in the “Configuring Unity Connection for Calendar Integration” section.

Step 7 In the Sign-In Type field, select the applicable option:

• Use Unity Connection Alias —This option is useful when the Cisco Unified MeetingPlace profile alias is the same as the Unity Connection user alias. Unity Connection signs in the user with the Unity Connection user alias. Cisco Unified MeetingPlace provides information on public and private meetings to the user.
• Use Server Guest Account —Unity Connection signs in the user as a guest, without using the Unity Connection user alias or the User ID setting. Cisco Unified MeetingPlace provides information only on public meetings to the user.
• Use User ID Provided Below —Enter the profile alias from Cisco Unified MeetingPlace (useful when the Cisco Unified MeetingPlace profile alias is different from the Unity Connection user alias). Unity Connection signs in the user with the setting in this field. Cisco Unified MeetingPlace provides information on public and private meetings to the user.

Step 8 (Only when the Use User ID Provided Below option is selected in Step 7) In the User ID field, enter the User ID setting from Cisco Unified MeetingPlace.

Step 9 In the Service Capabilities menu, check the applicable check boxes:

• MeetingPlace Scheduling and Joining —Check this check box so that the user can schedule and join meetings.
• Primary Meeting Service —If the MeetingPlace Scheduling and Joining check box is checked for two or more external services, check this check box so that Cisco Unified MeetingPlace meetings will be set up through this Cisco Unified MeetingPlace server. Uncheck this check box so that Cisco Unified MeetingPlace meetings will be set up through another server.

Step 10 Select Save .

Step 11 To check the calendar configuration for the user, select Test . The Task Execution Results window appears with the test results.If any part of the test fails, verify the configuration for Cisco Unified MeetingPlace, Cisco Unity Connection, and the user.

Step 12 Repeat Step 2 through Step 11 for all remaining users.

Testing the Calendar Integration with Cisco Unified MeetingPlace

Step to Test the Calendar Integration with Cisco Unified MeetingPlace

Step 1 Sign in to Cisco Unified MeetingPlace as an end user.

Step 2 Select Schedule .

Step 3 Enter values in the required fields to schedule a new meeting for the current time, and invite a user who has an account on Cisco Unity Connection.

Step 4 Sign in to the Unity Connection mailbox of the user that you invited to the Cisco Unified MeetingPlace meeting in Step 3.

Step 5 If the user account is configured for speech access, say Play Meetings .

If the user account is not configured for speech access, press 6 , and then follow the prompts to list meetings.

Step 6 When you hear the system announce the Cisco Unified MeetingPlace meeting that you just scheduled, either say Join , or press the applicable keys on the phone keypad to join the meeting.

Task List for Creating a Calendar Integration with Cisco Unified MeetingPlace Express

1. Review the system requirements to confirm that all requirements for Cisco Unified MeetingPlace Express and the Cisco Unity Connection server have been met. Cisco Unified MeetingPlace Express as described in the “Requirements for Accessing Calendar Information for Meetings” section of System Requirements for Cisco Unity Connection Release 10.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/10x/requirements/10xcucsysreqs.html .

2. Configure Cisco Unified MeetingPlace Express. See the “Configuring Cisco Unified MeetingPlace Express for Calendar Integration” section.

3. Configure Unity Connection. See the “Configuring Unity Connection for Calendar Integration” section.

4. Configure the Unity Connection users. See the “Configuring Unity Connection Users for Calendar Integration” section.

5. Test the calendar integration. See the “Testing Calendar Integration with Cisco Unified MeetingPlace Express” section.

6. To teach users how to list, join, and schedule meetings, see the “Cisco Unity Connection Phone Menus and Voice Commands” chapter of the User Guide for the Cisco Unity Connection Phone Interface (Release 10.x) at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/10x/user/guide/phone/b_10xcucugphone.html .

Configuring Cisco Unified MeetingPlace Express for Calendar Integration

Steps to Configure Cisco Unified MeetingPlace Express for Calendar Integration

Step 1 Sign in to Cisco Unified MeetingPlace Express and select Administration .

Step 2 Select User Configuration > User Profile Management .

Step 3 Select Add New .

Step 4 Enter the following values in the required fields to create an API user:

Note The values that you enter for the User ID, User Password, and Profile Number fields will be used in the “Configuring Unity Connection for Calendar Integration” section.

Step 5 Select Save .

Step 6 Sign out of Cisco Unified MeetingPlace Express.

Step 7 In the Address field of a web browser, if SSL is not enabled, enter the following URL (where <server> is the IP address or host name of the Cisco Unified MeetingPlace Express server):

http://<server>.com/webservices/services/meetingservice?wsdl

If SSL is enabled, enter the following URL:

https://<server>.com/webservices/services/meetingservice?wsdl

Step 8 Press Enter .

Step 9 When prompted to sign in, enter the user ID and password for the API user that you entered in the Steps to Configure Cisco Unified MeetingPlace Express for Calendar Integration.

The Cisco Unified MeetingPlace Express WSDL download page appears with the title “XFire Services.”

Configuring Unity Connection for Calendar Integration

Steps to Configure Unity Connection for Calendar Integration

Step 1 In Cisco Unity Connection Administration, expand Unified Messaging and select Unified Messaging Services.

Step 2 On the Search Unified Messaging Services page, select Add New .

Step 3 On the New Unified Messaging Service page, in the Type list, select MeetingPlace 8.x.

Step 4 Check the Enabled check box to enable unified messaging with Cisco Unified MeetingPlace server.

Step 5 In the Display Name field, enter a descriptive name.

Step 6 In the Server field, enter the hostname or IP address of Cisco Unified MeetingPlace server.

Step 7 In the Transfer Extension Dial String field, enter the digits that Unity Connection must dial to transfer users on the phone to the opening greeting of Cisco Unified MeetingPlace server.

Step 8 In the User ID field, enter the alias for the privileged service account that Unity Connection uses to sign in to the Cisco Unified MeetingPlace server.

This setting must match the User ID setting for the privileged service account that you configured in the “Configuring Cisco Unified MeetingPlace for Calendar Integration” section.

Step 9 In the Password field, enter the password for the privileged service account that Unity Connection uses to sign in to the Cisco Unified MeetingPlace server.

Step 10 In the Service Capabilities menu, check the applicable check boxes:

• User MeetingPlace Meetings —Check this check box so that users can hear of their upcoming meetings by phone.
• MeetingPlace Scheduling and Joining —Check this check box so that users can schedule and join meetings.

Step 11 Select Save .

Step 12 To check the integration with Cisco Unified MeetingPlace, select Test . The Task Execution Results window appears with the test results. If any part of the test fails, verify the configuration for Cisco Unified MeetingPlace and Unity Connection.

Configuring Unity Connection Users for Calendar Integration

NoteCisco Unified MeetingPlace Express must have an end user for each Unity Connection user that you are configuring.

Steps to Configure Users for the Cisco Unified MeetingPlace Express Calendar Integration in Unity Connection

Step 1 In Cisco Unity Connection Administration, expand Users , then select Users .

Step 2 On the Search Users page, select the alias of a user.

Step 3 On the Edit User Basics page, on the Edit menu, select Unified Messaging Accounts.

Step 4 On the Unified Messaging Accounts page, select Add New . The New Unified Messaging Account page appears.

Step 5 On the New Unified Messaging Account page, select the Unified Messaging Service for Cisco Unified MeetingPlace.

Step 6 In the Service field, select the display name that you entered in the “Configuring Unity Connection for Calendar Integration” section.

Step 7 In the Sign-In Type field, select the applicable option:

• Use Unity Connection Alias —This option is useful when the Cisco Unified MeetingPlace profile alias is the same as the Unity Connection user alias. Unity Connection signs in the user with the Unity Connection user alias. Cisco Unified MeetingPlace provides information on public and private meetings to the user.
• Use Server Guest Account —Unity Connection signs in the user as a guest, without using the Unity Connection user alias or the User ID setting. Cisco Unified MeetingPlace provides information only on public meetings to the user.
• Use User ID Provided Below —Enter the profile alias from Cisco Unified MeetingPlace (useful when the Cisco Unified MeetingPlace profile alias is different from the Unity Connection user alias). Unity Connection signs in the user with the setting in this field. Cisco Unified MeetingPlace provides information on public and private meetings to the user.

Step 8 (Only when the Use User ID Provided Below option is selected in Step 7) In the User ID field, enter the User ID setting from Cisco Unified MeetingPlace.

Step 9 In the Service Capabilities menu, check the applicable check boxes:

• MeetingPlace Scheduling and Joining —Check this check box so that the user can schedule and join meetings.
• Primary Meeting Service —If the MeetingPlace Scheduling and Joining check box is checked for two or more external services, check this check box so that Cisco Unified MeetingPlace meetings will be set up through this Cisco Unified MeetingPlace server. Uncheck this check box so that Cisco Unified MeetingPlace meetings will be set up through another server.

Step 10 Select Save .

Step 11 To check the calendar configuration for the user, select Test . The Task Execution Results window appears with the test results.If any part of the test fails, verify the configuration for Cisco Unified MeetingPlace, Cisco Unity Connection, and the user.

Step 12 Repeat Step 2 through Step 11 for all remaining users.

Testing Calendar Integration with Cisco Unified MeetingPlace Express

Steps to Test the Calendar Integration with Cisco Unified MeetingPlace Express

Step 1 Sign in to Cisco Unified MeetingPlace Express as an end user.

Step 2 Select Schedule .

Step 3 Enter values in the required fields to schedule a new meeting for the current time, and invite a user who has an account on Cisco Unity Connection.

Step 4 Sign in to the Unity Connection mailbox of the user that you invited to the Cisco Unified MeetingPlace Express meeting in Step 3.

Step 5 If the user account is configured for speech access, say Play Meetings .

If the user account is not configured for speech access, press 6 , and then follow the prompts to list meetings.

Step 6 When you hear the system announce the Cisco Unified MeetingPlace Express meeting that you just scheduled, either say Join , or press the applicable keys on the phone keypad to join the meeting.