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Cisco Smart CallConnector Server (SCC Server Version 2.1)

Quick Start Guide for Installation and Configuration

1 Overview

2 Smart CallConnector Client Deployment Models

3 Pre-Requisites for Installation

4 System Requirements

5 Required Setup on Cisco UC500/CME-ISR

6 Installing the Smart CallConnector Server Software

7 Upgrading from 1.5 or 1.6 Release

8 Configuration Steps

9 Additional Configuration for Operators

10 Appendix A: Setting up for Configuration Manager Access

11 Additional Information

Cisco Smart CallConnector Server - Quick Start Guide

2 Cisco Smart CallConnector

1 Overview The Cisco Smart CallConnector provides the Smart communication solutions with collaboration tools for the call handling, user presence monitoring and information access requirements for the organization’s employees and the operator positions of the Cisco Smart Communication Manager Express (CME-ISR) and the Cisco Small Business Smart Communication System (UC500). This document provides a quick summary of the steps for installing and configuring the Smart CallConnector (SCC) Server solution with a focus on setting up the Smart CallConnector Advanced client positions and includes the following:

The information and system requirements for setting up the Smart CallConnector Server. Parameters that have to be configured on the Cisco UC500/CME-ISR Installation of the Smart CallConnector Server Software Configuring the Smart CallConnector Server for Advanced Client users. Additional configuration steps for the Smart CallConnector Operator

For more detailed instructions on the installation and configuration of the Cisco Smart CallConnector Server or the Cisco Smart CallConnector Operator, please refer to the Cisco Smart CallConnector Administrator’s Guide.

2 Smart CallConnector Client Deployment The Cisco Smart CallConnector solution can be deployed in the following configurations: Smart CallConnector software running on an individual personal computer (no server required):

1. Cisco Smart CallConnector Toolbar 2. Cisco Smart CallConnector Operator – Standalone

Smart CallConnector Software running in client/server mode and connecting to the CallConnector Server: 1. Cisco Smart CallConnector Advanced Client 2. Cisco Smart CallConnector Operator Client (Notes: the Operator client works with the SCC Operator standalone

as backup position or with the SCC Server for multiple operator positions) Smart CallConnector (SCC) Model

Installation file from CCO SCC Server Required

Cisco SCC Toolbar CiscoSmartCallConnectorToolbar-2.1.0.4.exe or latest version No

Cisco Smart CallConnector Operator – Standalone

CiscoSmartCallConnectorOperatorStandalone-2.1.0.10.exe or latest version. Cisco SCC Operator for single position only.

No

Cisco Smart CallConnector Advanced Client

CiscoSmartCallConnectorAdvanced-2.1.012.exe or latest version.

Yes – requires SCC Server

Cisco Smart CallConnector Operator – Client

CiscoSmartCallConnectorOperatorClient-2.1.0.8.exe or latest version. SCC Operator for multiple positions and as a backup position for the Standalone.

Yes – requires SCC Server or Operator-Standalone

Cisco Smart CallConnector Server

CiscoSmartCallConnectorServer-2.1.010.exe or latest version For SCC Clients and Operators

Table 1 Smart CallConnector Installation Files for the Different Deployment Models Note: Use the client install file (For Outlook x64) for PCs with Outlook 2010 x64-bit, otherwise use the client installation files for both as noted for Windows x32 and x64.

Note

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http://www.cisco.com/cgi-bin/Software/Tablebuild/doftp.pl?ftpfile=cisco/voice/callconnector/ms/CiscoCallConnectorServerMobility-1.5.0.23.exe&app=Tablebuild&status=showC2A�

Cisco Smart CallConnector Installation and Configuration -- Quick Start Guide

Cisco Smart CallConnector 3

3 Pre-Requisites for Installation The table below describes the information required during the installation process.

Item Description

Access to Download Site or Installation Software

Download or otherwise obtain the appropriate Smart CallConnector installation program. For client/server deployments, you will need both the client and server install programs. Note If you have Outlook x64, then download the client installation file for Outlook x64.

Internet Access to Smart CallConnector License Server

The Smart CallConnector software needs to be registered using the PAK-ID (or Serial Number). This requires Internet access to the Smart CallConnector License server.

PAK ID The Product Authorization Key (PAK-ID) or Serial Number is a number sent with your purchase to allow you to register the software. (You can get started with an evaluation version if you do not have a license).

IP Address of Cisco Telephone Server (UC500/CME-ISR)

IP Address of the Cisco Telephone Server/Router (UC500/CME-ISR) to allow the Smart CallConnector software to connect to the Cisco phone system. Note: Default IP address in UC500 is 192.168.10.1

Area Code The telephone area code of the location in which the UC500/CME-ISR is located Note: For UC500, this information can be obtained from CCA: Configure -> Telephony -> Dial plan -> Outgoing dial plan

Dial Out Pre-Fix The digit prefix required to dial an external number. Note: For UC500, this information can be obtained from CCA: Configure -> Telephony -> Dial plan -> Outgoing dial plan

Length of the Extensions The length of the internal extension numbers, separated by semi-colons. Note: For UC500, this information can be obtained from CCA: Configure -> Telephony -> System -> System Settings

Table 2 Information Required for Installing the Smart CallConnector Software

Additional information required for installing the Smart CallConnector Clients (Advanced Client or Operator)

Item Description

Smart CallConnector Server IP Address

IP Address of the server computer running the Smart CallConnector server software.

Login Name Your Smart CallConnector User (or Operator) login name as configured in the Smart CallConnector Server.

Login Password Password used to log into the Smart CallConnector server.

Email Profile Name Profile to be used by the Smart CallConnector Advanced Client or Operator to login to the email server.

Email Password Password used to log into your email service (if default profile is not used).

Table 3 Additional Information Required for Installing Smart CallConnector Clients



4 System Requirements Minimum System Requirements

Your system must meet the minimum system requirements described below. We recommend that your system exceeds the minimum when possible to ensure better performance.

UC 500 System Software requirements

Although not required, it is encouraged to have software pack 8.1.0 or above installed on the UC 500 for proper operation with the Smart CallConnector Server. Software can be downloaded and installed from the Web. Go to the link below, select the required UC500 software files. If it is a new UC500 installation, use CCA for upgrading the system to 8.1.0 or above and factory reset the unit. For already installed (and configured) systems, section 5 explains the required setup on UC 500.

http://www.cisco.com/go/uc500 or on cisco.com download area. A valid CCO User ID and Support Contract are required to access the software download center. If you don't have access, please contact your Cisco reseller or visit the Cisco Small Business Support Community at www.cisco.com/go/smallbizsupport.

Cisco CME-ISR Software requirements

Please see datasheet for the latest information. The following are the required and supported CME versions: • CME Version 8.0 (Cisco IOS Release 15.0 XA) • CME Version 8.1 (Cisco IOS Release 15.1 (2)T1) • CME Version 8.5(Cisco IOS Release 15.1 3T1)

Smart CallConnector Server Hardware

Smart CallConnector Server requires the following minimum PC hardware configuration: 1-5GB free hard drive space*

• Reserve additional 150 MB for upgrades • 3.2-GHz or faster Multi-Core processor* • 2 to 8 GB RAM minimum*

*Please refer to the datasheet for specifics of the Server PC based on the number of Smart CallConnector users.

Smart Call Connector Server System Software

• Smart CallConnector Server also requires the following PC software: Microsoft Windows XP Professional (SP2 or later), Windows Vista, Windows 7, Small Business Server, Server 2003 or 2008 (recommended for large deployments) or 2008 Web Server. Both 32-bit and 64-bit Windows operating systems are supported. (However see .NET framework requirement below)

• The Smart CallConnector Server requires the Microsoft .NET framework version 2.x. The installation program includes only the 32-bit framework. If the Window OS does not have .NET installed, then you will need to obtain and install from the Microsoft site.

• Installed and correctly configured Local Area Network with access to the Internet, the Cisco Smart Communications system (UC500 or CME/ISR) and the user’s personal computers.

1. You must allocate a static IP Address to the Server PC. 2. For the Smart CallConnector Server minimum system requirements please refer to the Server datasheet.

Download Site

The Smart CallConnector Server software can be downloaded and installed from the Web. Go to the link below, select the

Notes

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http://www.cisco.com/go/smallbizsupport�



required Smart CallConnector software, and download the installation files.

http://www.cisco.com/go/Smartcallconnector and click on the software download link. A valid CCO User ID and Support Contract are required to access the software download center. If you don't have access, please contact your Cisco reseller or visit the Cisco Small Business Support Community at http://www.cisco.com/go/smallbizsupport.

5 Required Setup on Cisco UC500/CME-ISR The Cisco UC500/CME-ISR system needs to be configured with the user phones, for sending the radius accounting messages and other parameters. These configuration requirements are summarized below. For more details, please refer to the Administrator’s Guide.

For UC 500 installations it is recommended and assumed through this document, that user is installing the Cisco UC500 using CCA. In addition it is assumed that user upgrades the UC500 system to 8.0.4 software pack before starting the Smart CallConnector Server installation. Appendix A provides information for setting the necessary access and accounting information via the CLI, required for SCC Server .

UC500/CME-ISR Configuration for Telnet Access

The Smart CallConnector Configuration Manager tool uses telnet to download and make changes to the Cisco Router configuration. The Configuration Manager needs some basic access parameters to be configured on UC500/CME-ISR for the following purposes.

• Configure Telnet Access: The Configuration Manager uses a local user account with privilege level 15 to make changes to the UC500/CME-ISR configuration.

• HTTP access: You also need to enable Cisco web browser user interface on the local Cisco Smart CME router to allow the Configuration Manager to download the router phone configuration information.

Please see Appendix A at the end of this document for specific setup details.

UC500/CME-ISR Configuration for Smart CallConnector Server

The Smart CallConnector Server requires the following minimum configuration on the UC500/CME-ISR. 1. Telnet and HTTP configurations as specified in the section above. 2. Setup the Radius Accounting Parameters: This can be setup from the SCC Server Configuration Manager

program. 3. Configure the Smart CallConnector Users IP Phone(s): Each user phone needs to have the username and

password configured. (Note these must be less than fifteen characters in length) 4. All the directory numbers should have the name field assigned if you plan to import the Smart CallConnector

Users from the UC500/CME-ISR. (Note: Please remove any apostrophe from name or label fields). For UC 500, the administrator would configure the system using Cisco Configuration Assistant (CCA) and then download the configuration from the UC500 to the SCC Server using the Configuration Manager. With CCA, users and directory numbers can be setup through the following steps:

• Navigate to Configure->Telephony->Users and Extensions • Add the phone details including the user id, password and the user details. • Click on Apply to deliver the configuration to UC500 and saved configuration.

For UC500, CCA validates the entered data to ensure that the parameters are in the right format.

Note

Note



UC500/CME-ISR Configuration for Smart CallConnector Users

The Smart CallConnector users require the IP phone to be configured with user name and password. • Configure the User’s IP Phone(s): Each user phone needs to have the username and password configured. • The User’s phone should have the lines (directory numbers assigned to the buttons) and the dialing rules

configured on UC500/CME-ISR.

UC500/CME-ISR Configuration for Smart CallConnector Server Operator

The Smart CallConnector Operator installation requires certain additional configuration on the UC500/CME-ISR. These include:

• Configure the Operator’s IP Phone(s): Each operator phone needs to have the username and password configured. In addition, the Smart CallConnector Operator phone should be configured with directory numbers and features suitable for the operator call handling functions.

• Call Routing to the Operator Phones: There can be several categories of calls received by the operators each requiring a distinct call treatment. Examples of such call categories might include the Main Number calls, Customer Support calls, Sales calls or Internal calls. The routing of these calls to the operator phones needs to be configured in the Cisco UC500/CME-ISR. Generally these calls will be directed to different numbers on the operator's phone.

For UC500, call routing can be setup from CCA by navigating to Configure->Telephony->Dial Plan-> Incoming dial plan.

• Multiple Operator Deployments: If the organization has multiple operators, the calls need to be distributed to the operators. The recommended method is to use a hunt group for each operator call queue.

• Busy and Night Service Routing: When the operators are not available during the work day the incoming calls need to be routed either to an alternate number or to voice mail. For off-hour call routing, the Cisco router night service routing can be enabled.

For UC500, night service routing can be setup from CCA by navigating to Configure->Telephony->Night Service.

• Park and Page Numbers: Park slots or directory numbers need to be configured on the router to allow the

operators to park the calls and make overhead announcements.

For UC500, park and paging numbers can be setup from CCA. Navigate to Configure->Telephony->Voice features, Call park, to setup parking slots. Navigate to Configure->Telephony->Voice features->Phone groups, paging groups, to setup paging numbers. These fields are auto populated with default numbers; however they can be edited or customized.

Note

Note

Note



6 Installing the Smart CallConnector Server Software During the installation process, the Cisco Smart CallConnector install program will check your system’s components and determines what files need to be copied.

Step 1: Download the Installation Program

• Log in to the Cisco Software Download site (www.cisco.com/go/Smartcallconnector and click on software downloads) for the Smart CallConnector software and download the latest Smart CallConnector installation program as identified in Table 1. You can also obtain this from your Cisco Reseller. Note – make sure that you are using the Smart CallConnector software for UC520 and CME-ISR (and not Smart CallConnector).

• Login to Windows under Administrative account: The installation program writes to the Windows registry and requires access rights available under the administrative account.

• Close all Windows Applications: Close all open applications, especially Outlook and Office Applications. Cisco Security Agent, if installed, must be disabled during the install. If you have un-installed a previous version of the Smart CallConnector software then it is recommended that the PC be rebooted before the new installation.

• Verify that you have Internet Access: The license registration process at the end on the installation requires Internet access. Open the Internet Explorer and verify that Internet is accessible.

• Verify that you configure a static IP address on the server machine and the server machine has access to the Cisco UC500/CME-ISR. The Smart CallConnector Server requires access to the UC500/CME-ISR systems in order to communicate with the IP phones and download phone configuration information. Ping the UC500/CME-ISR router to make sure data can be sent and received.

Step 2: Run the Smart CallConnector Installation

• Launch the Smart CallConnector install program by double-clicking on it. Once the install program is loaded, it will first ask you for your preferred language. (Currently only English is supported). Note – the installation program must be copied to the local drive, it cannot be run from a network drive.

• Review and accept the End User License information to proceed. • Enter the customer contact information and click on Next button. Note only enter Technical Support Email, if

you want to override the default Cisco email alias. • Enter the Local (Server) PC and the UC500/CME-ISR IP Addresses:

o Local PC IP Address: In case you have multiple network cards on your local computer, you need to specify the IP address you want to use to connect to the CallConnector Server.

o UC500/CME-ISR IP Address: Enter the IP address of the Cisco UC500 or CME ISR that is providing the telephony service. Note – if the UC500/CME-ISR is accessible on a different network, then a different network adapter can be selected for this from the Configuration Manager -> Server Options page.

http://www.cisco.com/go/unifiedcallconnector�



Figure 1 Server Local PC and Cisco UC500/CME-ISR IP Address

• Enter the Location and Dialing Parameter information: o Country: Verify that the country location of the UC500/CME-ISR is correctly displayed; otherwise

select the country from the pull-down list. o Area Code: Enter the area code in which the router is located. In some countries the area code is not

required. In this case this field should be blank. o Number Format: The selection of the country and area code will display the default number pattern. o Dial Out Prefix: Enter the digit required to dial an outside PSTN number. o Extension Length: Internal numbers in the router may be three, and/or four digits long. Enter the length

of the internal extension numbers. If the internal numbers are of different lengths; then enter each of these lengths, separated by semi-colon.

With UC500, in order to ensure proper dialing operations, make sure the dialing parameters entered in the Smart CallConnector Server configuration page are identical to the ones configured via CCA. Otherwise, dialing compatibility issues may occur. The location and dialing parameters are set from CCA by navigating through Configure->Telephony->Dialplan->Outgoing dial plan, Outgoing call handling.

Note



Figure 2 Location and Dialing Parameters

• Enter the location where you want to copy the SCC Server program files. Click on Next to copy the software. • Select the licensing options:

RECOMMENDED METHOD – Automatic On-Line Licensing: o Use PAK-ID or Serial Number for automatic licensing (online method): When you purchase the Smart

CallConnector licenses, you will be provided with the Product Authorization Key (PAK-ID). You can use the PAK-ID to activate during the installation or later using the Smart CallConnector Configuration Manager. If you are installing the Smart CallConnector on a Virtual Machine operating system, then the license activation has to be performed from the Configuration Manager application.

o Evaluate Smart CallConnector Server for a limited time period (45 days): Use this option if you have not purchased the Smart CallConnector Server or do not have the Product Authorization Key (PAK-ID) or a Serial Number. This option will allow the Smart CallConnector Server to run for a period of 45 days. At the end of this time, you will need to register with a valid PAK-ID. Internet access required with this option.

ALTERNATE METHODS – Off-Line Registration using License File: o Use License File to activate offline: If you do not have access to the Internet on the server PC, you can

request the License File from the Cisco Registration Site (http://cisco.com/go/license). Use the PAK-ID purchased to register your copy, then a license file will be emailed to you, copy it to the server and you can then use it to activate either during the installation (applicable to installation on physical server PC only) or using the Configuration Manager. To use this method, select the PAK-ID option and then click on the Advanced Activation option. This will allow you to enter the license file information. Note – only use one of these methods. This same method must be used to activate the Advanced Clients.

• Activate the Server License: o PAK-ID or Serial number: This Product Authorization Key is shipped to you (or sent via E-delivery

method via web page) with your purchase of the Smart CallConnector software. In some cases, you may have a Serial Number. This can be of the format UCSB-0100-xxxxxxxxxx. A valid serial number for the Smart CallConnector Server can also be entered as a part of the registration.

o Name: The name of the person who purchased the licenses. o Company: The registering organization of the software. o Email: The email address of the registering person. It is used to locate your license record for support

http://cisco.com/go/license�



purposes.

When the Server is installed on a Virtual Machine environment (VMWare or Virtual PC), the licensing options are not presented during installation. After copying the files and launching the Configuration Manager, you will be re-directed to the License Management page with options to enter the UC500/CME-ISR IP-Address and the telnet account information. The Server License is locked to this UC500/CME-ISR.

Step 3: Restart the PC when Installation has completed, the Configuration Manager will be started. Login in using default administrative account “cisco” and password “cisco”

7 Upgrading from 1.5 or 1.6 Release It is recommended that you un-install the older versions (1.5 or 1.6) of the Server software and perform a fresh install of the 2.1 SCC Server. However upgrade can also be performed to move from 1.6 release to the latest files.

To Upgrade from 1.6 SCC Server

Step 1. Make a record of your PAK-ID (or Serial Number) Step 2. Back up the database files from the Configuration Manager->Guides, License and Maintenance section

under Maintenance ->Database Maintenance by selecting the database files and selecting the Backup button.

Step 3. Close all Windows Applications: Close all open applications, especially Outlook and Office Applications. Cisco Security Agent, if installed, must be disabled during the install. If you have un-installed a previous version of the Smart CallConnector software then it is recommended that the PC be rebooted before the new installation.

Step 4. Verify that you have Internet Access: The license registration process at the end on the installation requires Internet access. Open the Internet Explorer and verify that Internet is accessible.

Step 5. Run the install file. It will ask you if you want to upgrade the software. Select Yes and proceed.

Note



8 Configuration Steps

For UC500, make sure you upgrade the system to software pack 8.1.0 or later before proceeding with the configuration. Section 4 of this document provides additional information about system requirements

The Cisco Smart CallConnector Configuration Manager program is launched after restart. The Configure Smart CallConnector Server Navigation Wizard is also run to guide you through the configuration steps. Click on Next in the Wizard and follow instructions.

Figure 3 Configuration Manager home page showing the Navigation Guides

The configuration steps for the Smart CallConnector Server are described below: Step 1. Download router phone configurations Step 2. Select the phones for the Smart CallConnector Users Step 3. Verify dial plan settings and number translation rules Step 4. Setup router to send Radius accounting messages Step 5. Activate any additional Advanced Client Licenses (Optional – required for more than eight Advanced

Note



Clients) Step 6. Specify the groups/departments for your organization Step 7. Configure User account and enter their contact details or import the users. Step 8. Select the user’s phones. If imported from router, phones are automatically assigned. Step 9. Enter or Import contact details for the directories Step 10. Restart all Smart CallConnector Services

Additional steps for configuring Operator positions: Step 1. Configure the Operator call queues Step 2. Select the Park numbers for Operator use Step 3. Enter the Operator Speed Dial Numbers Step 4. Select the Operator Page Numbers

Step 1: Download router phone configurations

Figure 4 Cisco UC500/CME-ISR Telnet Access Parameters and Configuration Download

The Smart CallConnector solution uses configuration data for ephone, hunt-group, ephone-DN etc on the UC500/CME-ISR. From this window, you can download this information.

Step 1: Verify the UC500/CMR-ISR IP address. If this is incorrect, you will need to delete the router and add a new router.

Step 2: Enter a descriptive name for the router. Step 3: Enter the telnet account user name and password. Step 4: If necessary enter the executive level password (requires privilege level 15 access). Step 5: Enter the Cisco Unity Express IP Address. Step 6: Click on the Download Router Configuration button.

This will download and save the UC500/CME phone configuration for Smart CallConnector use. Click on Next to continue.

# Description of Fields

Verify IP Address of UC500/CME

1 Enter descriptive name of UC500/CME

2 Enter Telnet username

3 Enter Telnet password

4 Enter Exec Level password, if required

5 Enter Unity Express IP Address

6 Click to start downloading

Steps for Phone Configuration Download



Step 2: Select the phones for the Smart CallConnector Users

Figure 5 Selecting the phones for the CallConnector User’s

The phones configured on the router are displayed in the list. Select the phones that will be used by the Smart CallConnector Users and Operators.

Step 1 Click on the checkbox (in the first column) beside the phone to select that phone. (Click again to de-select)

Step 2 Select all the phones that will be connected to Smart CallConnector Server. Phones should be selected for all CallConnector Users and Operators.

Step 3 Click on the Save Selected Phones button to save your selection. (You can review and remove the selected phones from the Selected Phones tab)

To continue, click the Next button in the Navigation Wizard.



Step 3: Verify dial plan settings and number translation rules

Figure 6 Setting up the Dial Plan Parameters

These parameters determine how a number is dialed or looked up in the directory by the Smart CallConnector. Step 1 Verify the Country and the Location settings and change if necessary. (If the location is not defined,

add or update from the Location Management folder). If the contact numbers in the directories include the long distance code (e.g. 1 in US or 0 in Australia), then check the option “Pre-pend Long Distance Access code for lookup”.

Step 2 Enter the number of digits in the Extension Length. If they are of different lengths, then add all the extension lengths separated by semi-colon (without spaces).

Step 3 Specify the digit that has to be dialed for outside numbers in the Dial Out Prefix field. Click on Save Router button.

Step 4 Verify all commonly dialed numbers by entering them in the Input column of the Click to add an input number of the Verify Number Dialing table. You can load the numbers from a text file, one number from each line.

Step 5 If the numbers are processed incorrectly, then add Optional Number Translation Rules to pre-process the number before lookup or dialing. Re-verify the numbers, after entering the new translation rules.

Step 6 Click on Save Router button to save all changes. To continue, click the Next button in the Navigation Wizard.

# Description of Fields

1 Select country and location of the UC500/CME

2 Enter the extension lengths separated by semi-colon

3 Enter the dial out Pre-fix digit

4 Verify commonly dialed numbers by typing them in Input field and pressing enter

5 If new dialing rules are required, enter them and verify

6 Click on Save Router to save all dialing rule changes

Steps to setup dial plan



Step 4: Setup UC500/CME-ISR to send Radius accounting messages

Figure 7 Setting up Radius Parameters by entering the Authentication Key (password)

The UC500 router needs to be setup to send the Radius accounting messages. Step 1 For each router in the Radius Status table, a check mark indicates that Radius parameters are setup

correctly. Step 2 Select the router that shows error and enter the Authentication Key and port (default port is 1646) and

click on the Update Radius button. Verify that the port is available, otherwise specify a different port. Step 3 To verify that the Smart CallConnector is able to receive Radius messages, click on Start Monitor

button and make some calls. Received messages will be displayed in the window. Click on Stop Monitor button to stop. If prompted, click Yes to stop the Presence Server.

Step 4 You can check if the router is sending the Radius messages. Click on Start Capture, make some calls and then click on Stop Capture. The router debug messages are displayed. Note – this requires the debug buffer to be setup.

To continue, click Next



Step 5: Add Additional Advanced Client Licenses (optional) The Smart CallConnector Server includes eight (8) licenses for Advanced Clients. For additional seats, you will need purchase additional licenses and activate them following the steps below. The Advanced Client Licenses come in increments of eight (8).

Figure 8 License Management Window for adding Additional Advanced Client Licenses.

For more than eight Advanced Clients, purchase and register the Advanced Client license Packs in the server.. Step 1 Click on Guides, License and Maintenance section tab, and select the License Management folder.

Click on License Activation Item in the folder. The window below will display. Step 2 In the section for the Additional Client Licenses, enter the PAK-ID and client on the Activate New

License button. The Result field will indicate success or fail, once activation process is completed. Step 3 Click on the User Access License item in the License Management folder. The window will display the

available licenses for Advanced Clients, including those that have been allocated and the ones that are unallocated.

Step 4 If a license has been allocated, you can make it available by selecting that license and clicking on the Free License button.

Step 5 You can also reserve a license for a user by clicking on the Reserve License button and selecting the users.




Figure 9 Available User Access Licenses for the Advanced Client users – these can be reserved or freed

Step 6: Specify the groups/departments for your organization

Figure 10 Setting up the Groups for the CallConnector User’s

The departments/groups in your organization need to be created. It is recommended that you first setup the Groups and then add the users. You can add new groups, modify, or remove existing groups that are not required.

Step 1 To create a new group, click on the Add New Group button in the toolbar. Enter the group name, publishing options, and click Save.



Step 2 To modify an existing group, select the group, change the group name and click on the Save button. Step 3 To delete a group, select the group and click on the Delete button. Step 4 If you do not want members from another group to view the presence information of the selected group,

then click on that group's checkbox in the Groups Not Allowed to View table. NOTE: Do not remove the Default group. To continue, click Next

Step 7: Configure User accounts and enter their contact details

The Smart CallConnector User account needs to be created. Step 1: Enter the User name and login account/password. Step 2: Select the group/department and set the user type as User. If you are configuring an Operator account

then the User type must be Operator. Step 3: Fill in the additional user contact information. Step 4: You can also import user information from the UC500/CME-ISR router. From a CSV file, from

Outlook or from the Active Directory. Click on the Import Users button in the guide to run the wizard. Note: One Administrator must be configured (user-type=Administrator) to allow you to log into the Configuration

Manager. Install creates the cisco. cisco account – the user first and last names should be updated to the administrator’s name.


Figure 11 Creating CallConnector User Accounts with username and password



Step 8: Select the User's phone

The Smart CallConnector Users need to have a phone configured. Step 1: Click on the Phone tab to view the list of the selected phones. Step 2: Find the user's phone and click on the checkbox to select it. Step 3: Click on the Profile tab, to verify that the primary phone number has been updated. Step 4: Click on the Save button to save the user information. Click on the Next button in the Wizard to continue.

Figure 12 Enter User Account Information and Select the User's phone

Step 8: Enter or Import contact details for the directories

Organizational and external directory contacts can be added or imported. Step 1 To add organizational contacts, click on the blank row with text "Click to add new contact". Enter the

information in each field. Click on More to add/edit the additional fields. Click on Save to write the information to the database.

Step 2 To modify, select an existing contact and click on More button, make the changes and click Save. Step 3 To delete contacts, click on the checkboxes on the left column and click Delete button. Step 4 To import the contact information, click on the Import->Contacts button in the toolbar or on the

button below. Step 5: Repeat these steps to add external directory contacts. To continue, click Next.



Step 9: Restart all Smart CallConnector Services

You need to restart the Smart CallConnector Services for these changes to become available.

Step 1 Click on the Restart Services button below or the Restart All Services button in the toolbar.

To continue, click Next.

9 Additional Configuration for Operators

Step 1: Configure the Operator call queues

A call queue assigns the numbers from the Operator's phone to the queue and sets priority and alternate routing numbers. To configure a queue: a) setup queue parameters, b) select the Operators and c) the phone numbers. Step 1: Click on Add New Queue button in the toolbar. Enter the following in the configuration parameters: 1) Descriptive name for the queue 2) Select queue type, Local or Hunt. 3) Select priority and timeout. 4) Enter the Busy and Night number for local queue only. 5) Enter the Greeting Text NOTE: If you have multiple Operators, the recommended queue type is "Hunt Group". This allows you to select a hunt group that has been configured in the router. The hunt group is required to have at least one Operator extension number for each operator. Step 2: Select the Operators that will belong to this queue. The available directory numbers will be displayed

in the table on the right. Step 3: If the queue type is Local, then select the Operator extension numbers that will belong to this queue. If

the queue is hunt-group type, then the available numbers will be automatically selected. Step 4: Click on Save button to save the queue configuration. To continue, click Next.



Figure 13 Enter the queue parameters and select the queue type and directory numbers

Step 2: Select the Park numbers for Operator use

You can select the park numbers for use by the Operator. Step 1: The table lists all the park numbers configured in the router. Click on checkbox beside each park

number that you want the Operator to use. Step 2: Click on the Save button to save the park number configuration. Step 3: Set the Predefined Queue priority (1 being the highest priority) and timeout values. To continue, click Next.

Step 3: Enter the Operator Speed Dial Numbers

You can setup the Speed Dial numbers for use by the Operator. Step 1: To add a number, click on Add New Speed Dial button in the toolbar. Enter the information in each

field. Click on Save button to save the Speed Dial number. Step 2: To update a number, select an existing number, edit the information in each field and click on the

Save button at the bottom. Step 3: To delete a number, select the number and click on the Delete button at the bottom. To continue, click Next.



Step 4: Select the Operator Page Numbers

You can select the Page numbers for use by the Operator. Step 1: To add a Page number, click on Add New Page button in the toolbar. Enter the information in each

field. Click on Save button to save the Page number. Step 2: To update a Page number, select an existing Page. Enter the information in each field. Click on Save

button to save the Page number. Step 3: To delete a number, select the number and click on the Delete button at the bottom. To continue, click Next.

Step 5: Restart all Smart CallConnector Services

You need to restart the Smart CallConnector Services for these changes to become available.

Step 1: Click on the Restart Services button below or the Restart All Services button in the toolbar.

To continue, click Next.

10 Appendix A: Setting up for Configuration Manager Access

For UC 500 installations it is recommended and assumed through this document, that user is installing the Cisco UC500 using CCA. This appendix includes information required to setup UC500 (and CME-ISRs) installations with Cisco IOS® Command Line Interface (CLI). Please note that some parameters are not required to be configured if the UC500 has been configured using CCA.

To setup the parameters required for Smart CallConnector Configuration Manager to access the Cisco Router, perform the following steps:

SUMMARY STEPS:

1. configure terminal 2. ip http server 3. ip http authentication local 4. ip http timeout-policy idle 180 life 180 requests 86400 5. aaa new-model 6. username username privilege 15 password 0 password 7. line vty 0 4 8. transport input all 9. transport preferred none 10. privilege level 15 11. end

Note



DETAILED STEPS: Command Purpose

Step 1 configure terminal Example: Router# configure terminal

Enters global configuration mode.

Step 2 (Not required on UC 500 when configured through CCA) ip http server Example: Router(config)# ip http server

Enables the Cisco web browser user interface on the local Cisco router.

Step 3 (Not required on UC 500 when configured through CCA) ip http authentication local Example: Router(config)# ip http authentication local

Sets http server authentication method to local user authentication.

Step 4 (Not required on UC 500 when configured through CCA) ip http timeout-policy idle 180 life 180 requests 86400 Example: Router(config)# ip http timeout-policy idle 180 life 180 requests 86400

Sets http server time-out policy parameters.

Step 5 (Not required on UC 500 when configured through CCA) aaa new-model Example: Router(config)# aaa new-model

Enables the AAA access control system.

Step 6 (Not required on UC 500 when configured through CCA) username username privilege 15 password 0 password Example: Router(config)# username cisco privilege 15 password 0 cisco

Creates a local user account with enough privilege to be used to access Cisco router http service.

Step 7 (Not required on UC 500 when configured through CCA) line vty 0 4 Example: Router(config)# line vty 0 4

Required for Telnet session.

Step 8 (Not required on UC 500 when configured through CCA) transport input all Example:

Router(config-line)# transport input all

Step 9 transport preferred none Example:

Router(config-line)# transport preferred

none

Step 10 (Not required on UC 500 when configured through CCA) **privilege level 15

** This setting is required if the command prompt after logging in to the telnet session shows Router#. However, it’s not necessary with User EXEC mode which shows Router>

Step 11 end Example: Router(config)# end

Returns to privileged EXEC mode.



11 Additional Information For more information about Cisco Smart CallConnector Server, see the Cisco Smart CallConnector Server Administrator’s Guide available at http://www.cisco.com/go/smartcallconnector

http://www.cisco.com/go/smartcallconnector�



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