Cisco Unity System Administration Guide (With Microsoft Exchange), Release 4.0(4)
Call Routing

Table Of Contents

Call Routing

Overview: Call Routing Tables

How Call Routing Rules Work

Creating and Modifying Call Routing Rules

Direct Calls and Forwarded Calls Routing Table Settings


Call Routing


Overview: Call Routing Tables

Call routing tables are used to route incoming calls to the operator or to specific subscribers, call handlers, directory handlers, or interview handlers. In addition, call routing tables are used to route subscribers to the subscriber logon conversation.

Cisco Unity has two call routing tables—one for direct calls and one for forwarded calls—that handle calls from subscribers and from unidentified callers. Each table contains predefined routing rules, and you can create additional rules to route calls as needed. Set up your directory handlers, call handlers, and interview handlers first, and then modify or create call routing rules for each table as needed to route incoming calls correctly.

Direct Calls Call Routing Table

The Direct Calls call routing table handles calls from subscribers and unidentified callers that are dialed directly to Cisco Unity.

The predefined routing rules for the Direct Calls call routing table are:

Attempt Sign-In—Calls from subscribers are routed to the subscriber logon conversation.

Default Call Handler—Calls from unidentified callers are routed to the Opening Greeting.

Forwarded Calls Call Routing Table

The Forwarded Calls call routing table handles calls that are forwarded to Cisco Unity from either a subscriber extension or from an extension that is not associated with a subscriber account (such as a conference room). The predefined routing rules for the Forwarded Calls call routing table are:

Attempt Forward to Greeting—All calls forwarded from a subscriber extension are routed to the subscriber greeting.

Default Call Handler—Calls forwarded from an extension that is not associated with a subscriber account are routed to the Opening Greeting.

You can change the order of the Attempt Sign-In and Attempt Forward to Greeting rules in the respective routing tables, but the Default Call Handler rule is always the last entry for both tables. You cannot modify or delete the predefined rules.

See the following sections in this chapter for more information:

How Call Routing Rules Work

Creating and Modifying Call Routing Rules

Direct Calls and Forwarded Calls Routing Table Settings

How Call Routing Rules Work

Call routing tables consist of a series of rules that let you route incoming calls based on the information that Cisco Unity may have about a call, such as the calling phone number (ANI or caller ID), the trunk or port on which the call comes in, the dialed phone number (DNIS), the forwarding station, and the schedule.

When Cisco Unity receives a call, it first determines if it is a direct or forwarded call based on the information contained in the serial or DTMF packet sent by the phone system, and then applies the applicable call routing table. If the call information matches all of the settings for the first rule, the call is routed as specified in the rule. If any call information does not match the settings specified in the first rule, the call information is then compared to the settings of the second rule, and so on, until a rule is found that matches all the characteristics of the call.

The integration between the phone system and Cisco Unity determines the information that is provided about a call (for example, call type, port, trunk, calling number, and dialed number). The schedule is determined by the date and time the call is received.

To set up routing rules correctly, you need to know what information your integration provides. Refer to the Call Information section in the Cisco Unity integration guide for your phone system for this information (Cisco Unity integration guides are available at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_configuration_guides_list.html). You can also use the Cisco Unity Call Viewer to see the types of call information that your integration provides to Cisco Unity for inbound calls. To access the Call Viewer, on the Cisco Unity server desktop, double-click the Cisco Unity Tools Depot icon. In the left pane of the Tools Depot window, in the Switch Integration Tools directory, double-click Call Viewer.

The following examples show how call routing tables are used in Cisco Unity to route calls.

Example 1

In Table 25-1, calls that meet the criteria specified in the Operator rule settings—any direct external call received while the Weekdays schedule is active—are transferred to the operator. Calls that do not meet this criteria are routed as specified by one of the other call routing rules in the table. In this case, any direct external calls received on the weekends will be routed to the Opening Greeting, according to the Default Call Handler rule.

Table 25-1 Direct Calls Call Routing Table 

Rule
Status
Call Type
Port
Trunk
Dialed
Number
Calling
Number
Schedule
Send Call To
Language

Operator

On

External calls

Any

Any

Any

Any

Weekdays

Attempt transfer for operator

Inherited

Attempt Sign-in

On

Both

Any

Any

Any

Any

Always

Attempt Sign-in

English

Default Call Handler

On

Both

Any

Any

Any

Any

Always

Attempt transfer for Opening Greeting

Inherited


Example 2

In Table 25-2, calls forwarded from specific extensions—1234 and 5678—are routed according to the Product Info and Customer Service rules, respectively. Calls that do not match the extension (or forwarding station) in either of the first two rules are routed according to the two remaining rules.

Table 25-2 Forwarded Calls Call Routing Table 

Rule
Status
Call Type
Forwarding Station
Dialed
Number
Calling
Number
Schedule
Send Call To
Language

Customer Service

On

Both

5678

Any

Any

Always

Attempt transfer for Customer Service

Inherited

Product Info

On

Both

1234

Any

Any

Always

Send to greeting for Product Info

English

Attempt Forward

On

Both

Any

Any

Any

Always

Attempt Forward

English

Default Call Handler

On

Both

Any

Any

Any

Always

Attempt transfer for Opening Greeting

Inherited


Creating and Modifying Call Routing Rules

Although you cannot modify the predefined routing rules in the Direct Calls and Forwarded Calls call routing tables, you can create additional call routing rules for each call routing table and modify them as needed.

To Create a Call Routing Rule


Step 1 In the Cisco Unity Administrator, for direct calls, go to the Call Management > Call Routing > Direct Calls page. For forwarded calls, go to the Call Management > Call Routing > Forwarded Calls page.

Step 2 Click the Add icon.

Step 3 In the Add a Call Routing Rule dialog box, enter the name of the new rule in the Name field.

Step 4 Click the Add button.

Step 5 Specify the settings for the new call routing rule, as applicable, and then click the Save icon. For more information about settings, see the "Direct Calls and Forwarded Calls Routing Table Settings" section.

When you create a new rule, you need to specify only the criteria that will be used to route the call, and can leave the other fields on the page blank. A blank field matches everything. For example, if you leave the Ports field blank, the rule applies to calls from all ports.


To Modify a Call Routing Rule


Step 1 In the Cisco Unity Administrator, for direct calls, go to the Call Management > Call Routing > Direct Calls page. For forwarded calls, go to the Call Management > Call Routing > Forwarded Calls page.

Step 2 In the routing table, click the rule that you want to modify.

Step 3 Change settings as applicable in the fields above the table, and then click the Save icon.


Direct Calls and Forwarded Calls Routing Table Settings

Use the following table to learn more about settings for call routing rules.

Table 25-3 Call Management > Call Routing > Direct Calls and Forwarded Calls Pages 

Field
Considerations
Rule Name

Enter a rule name. Rule names can be words or numbers. You might want the name to reflect the purpose of the rule (for example, "Sales menu").

Status

Select one of the following settings:

Enabled—The routing rule is active and Cisco Unity will acknowledge all settings.

Disabled—The routing rule is inactive and Cisco Unity ignores all settings within the rule.

Default: Enabled.

Call Type

Click the applicable Call Type, either Internal Calls or External Calls. To have the rule apply to all call types, click Both. Internal calls are from subscribers, and external calls are from unidentified callers.

When a call matches all settings for the rule, the call is routed as specified in Send Call To.

Your integration may not support this option.

Default: Both.

Ports

(Direct Calls page only)

Enter the port number to have the rule apply to the port on which a call arrives. To set a consecutive range of ports, enter a hyphen between the port numbers (for example, 1-4). To set a list of ports, enter a comma between the ports (for example, 1,2,4). To have the rule apply to calls on all ports, enter * or leave the box blank.

When a call matches all settings for the rule, the call is routed as specified in Send Call To.

Default: Blank.

Trunks

(Direct Calls page only)

Enter the trunk number to have the rule apply to the trunk on which a call arrives. To set a consecutive range of trunks, enter a hyphen between the trunk numbers (for example, 1-4). To set a list of trunks, enter a comma between the trunk numbers (for example, 1,2,4). To have the rule apply to calls on all trunks, enter * or leave the box blank.

When a call matches all settings for the rule, the call is routed as specified in Send Call To.

Your integration may not support this option.

Default: Blank.

Forwarding Station

(Forwarded Calls page only)

Enter the extension (station) to have the rule apply to the extension from which a call was forwarded. To have the rule apply to all extensions, enter * or leave the field blank. The * is a wildcard and can be used alone or with other numbers (for example, enter 2* to route all calls from any extension that begins with 2).

When a call matches all settings for the rule, the call is routed as specified in Send Call To.

Your integration may not support this option.

Default: Blank.

Dialed Number (DNIS)

Enter the phone number to have the rule apply to a number that callers dial to reach your organization. To have the rule apply to all numbers dialed, enter * or leave the box blank. The * is a wildcard and can be used alone or with other numbers (for example, enter 800* to control routing of all calls to 800 numbers).

When a call matches all settings for the rule, the call is routed as specified in Send Call To.

Your integration may not support this option.

Default: Blank.

Calling Number (ANI)

Enter the phone number to have the rule apply to a phone number from which calls originate. To have the rule apply to all originating phone numbers, enter * or leave the box blank. The * is a wildcard and can be used alone or with other numbers (for example, enter 212* to control routing of all calls from that area code).

When a call matches all settings for the rule, the call is routed as specified in Send Call To.

Your integration may not support this option.

Default: Blank.

Schedule

Select a schedule to apply to this call routing rule. When a call arrives during the standard (open) hours of the selected schedule, and the call matches all other settings for the rule, the call is routed as specified in Send Call To.

To have the rule apply 24 hours a day, seven days a week, click Always.

To have different rules for standard and closed hours, create a rule with a selected schedule, followed by a rule set with Always.

Default: Always.

Language

Select the language to be associated with the call. If you choose Inherited, Cisco Unity determines the language to use on a per-call basis, depending on the handler or routing rule that processed the call. If the language is set to Inherited for every rule and handler that processes a call, then the system prompts are played in the default phone language.

If your organization has purchased additional language licenses, routing rules can also be used to change the language in which Cisco Unity plays system prompts to callers. For example, you could route calls and set the language for the system prompts based on the dialed number, so that different callers can hear identical information but in different languages.

The list of languages shown here is set on the System > Configuration > Phone Languages page.

Default: Inherited.

Send Call To

Select one of the following destinations for a call that matches all settings for the rule:

Attempt Forward—Forwards the call if the forwarding station belongs to a subscriber. The calling number is used as the ID, and if the extension is found, the call is forwarded to the subscriber greeting. If the extension is not found, the next rule in the routing table is applied to the call information.

Attempt Sign-In—Sends the call to the subscriber logon conversation, if the calling number belongs to a subscriber. The calling number is used as the ID. If the call is not from a subscriber, the next rule in the routing table is applied to the call information.

Call Handler—Sends the call to the call handler that you select.

Directory Handler—Sends the call to the directory handler that you select.

Greetings Administrator—Sends the call to a conversation for changing call handler greetings over the phone.

Hotel Checked Out—When the Cisco Unity Hospitality and Property Management Integration has been installed, this option sends the call to a conversation that allows hotel guests to access archived messages after they have checked out.

Interview Handler—Sends the call to the interview handler that you select.

Sign-In—Sends the call to the subscriber logon conversation, which prompts the caller to enter an ID.

Subscriber—Sends the call to the subscriber that you select.

Subscriber System Transfer—Sends the call to a conversation that allows subscribers to transfer to a number that they specify. Subscribers are prompted to log on and then can enter numbers that are not associated with Cisco Unity subscribers—such as lobby and conference room phones, and even phone numbers outside the organization. Cisco Unity performs the transfer only when the subscriber restriction table permits it.

Caller System Transfer—Sends the call to a conversation that allows callers to transfer to a number that they specify. For example, callers may want to dial a lobby or conference room phone that is not associated with a Cisco Unity subscriber. Cisco Unity performs the transfer only when the CS_Default_System_Transfer restriction table permits it.

Defaults: Attempt Forward for Forwarded Calls, Directory Handler for Direct Calls.

Routing Table

Display only. This setting shows the call routing rules for direct calls or for forwarded calls.

The order of the rules is important. Cisco Unity compares a call to each rule in the order specified in the table from the top down until it finds a match. The first rule that matches a call determines where the call is routed.