Cisco 9971 User Manual

APPENDIX
D
Basic Phone Administration Steps
This appendix provides minimum, basic configuration steps for you to do the following:
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-7

Example User Information for these Procedures

In the procedures that follow, example 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: 9971
Protocol: SIP
MAC address listed on phone: 00127F576611
Five-digit internal telephone number: 26640
Cisco Unified IP Phone 8961, 9951, and 9971 Administration Guide for Cisco Unified Communications Manager 7.1(3) (SIP)
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Appendix D Basic Phone Administration Steps

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:
Adding a User From an External LDAP Directory, page D-2
Adding a User Directly to Cisco Unified Communications Manager, page D-2

Adding a User From an External LDAP Directory

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
Step 1 Log onto Cisco Unified Communications Manager Administration.
Step 2 Choose System > LDAP > LDAP Directory.
Step 3 Use the Find button to locate your LDAP directory.
Step 4 Click on the LDAP directory name.
Step 5 Click Perform Full Sync Now.
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 is scheduled. However, the synchronization must occur before you can associate a new user to a device.
Step 6 Proceed to Configuring the Phone, page D-3

Adding a User Directly to Cisco Unified Communications Manager

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
Step 1 Choose User Management > End User, then click Add New. The End User Configuration window
appears.
Step 2 In the User Information pane of this window, enter the following:
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.
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Cisco Unified IP Phone 8961, 9951, and 9971 Administration Guide for Cisco Unified Communications Manager 7.1(3) (SIP)
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Appendix D Basic Phone Administration Steps
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 3 Click Save.
Step 4 Proceed to the section Configuring the Phone, page D-3.

Configuring the Phone

Configuring the Phone
To identify the user’s phone model and protocol, follow these steps:
Procedure
Step 1 From Cisco Unified Communications Manager administration, choose Device > Phone >.
Step 2 Click Add New.
Step 3 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, some of which are based on the example of user johndoe, can
be configured as follows:
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)
Cisco Unified IP Phone 8961, 9951, and 9971 Administration Guide for Cisco Unified Communications Manager 7.1(3) (SIP)
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Description—This is an optional field in which you can enter a useful description, such as john doe’s phone. This will help you if you need to search on information about this user.
Device Pool—Choose the device pool to which you want this phone assigned. The device pool defines sets of common characteristics for devices, such as region, date/time group, softkey template, and MLPP information.
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