Cisco TelePresence Manager 1.9 Administration and Installation Guide
Configuring Cisco Unified CM for Cisco TelePresence Manager

Table Of Contents

Configuring Cisco Unified Communications Manager for Cisco TelePresence Manager

Contents

Introduction

Important Considerations

Pre-Configuration Procedure Guidelines for Cisco Unified CM Setup

Configuring Cisco Unified CM for CTS-Manager

For Deployments Using Microsoft Exchange or IBM Domino or Scheduling API

Configuring Cisco Unified CM Server Names

Logging into Cisco Unified CM Administrator

Configuring the Options File

Adding a Cisco TelePresence Device

Download Device Pack

Install Device Pack

Creating and Configuring a Cisco TelePresence Device

Adding a Cisco TelePresence Device

Configuring a Cisco TelePresence Device

Device Information for Cisco TelePresence Devices

Assigning a Directory Number to a TelePresence Device

Verifying a TelePresence Device is Registered to Unified CM

Adding a TelePresence Device to the Application User


Configuring Cisco Unified Communications Manager for Cisco TelePresence Manager


First Published: May 29, 2012, OL-22226-02

Contents

Introduction

Important Considerations

Pre-Configuration Procedure Guidelines for Cisco Unified CM Setup

Configuring Cisco Unified CM for CTS-Manager

For Deployments Using Microsoft Exchange or IBM Domino or Scheduling API

Logging into Cisco Unified CM Administrator

Configuring the Options File

Adding a Cisco TelePresence Device

Creating and Configuring a Cisco TelePresence Device

Introduction

This section describes adding parameters to Cisco Unified Communications Manager (Cisco Unified CM) and researching information from the current installation of Cisco that will be used to initialize the Cisco TelePresence Manager installation. For more information refer to Cisco Unified Communications Manager Configuration Guide for Cisco TelePresence System.

Important Considerations

Before you proceed with CTS-Manager installation, the servers and applications within your network must be configured so that Cisco TelePresence Manager can find the resources and information needed to initialize the installation. This section describes the following applications:

Cisco Unified CM should already be installed and configured. For more information refer to section Logging into Cisco Unified CM Administrator or refer to the Cisco Unified Communications Manager Configuration Guide for Cisco TelePresence System.


Note If you see the test connection failure message, you may need to specify IP addresses for your Cisco Unified Communications Manager server(s) if this is a non-DNS environment, as well as other network devices. You can change any server name values in Cisco Unified Communications Manager.
Cisco recommends you configure the system using static IP addressing so it will be easier to manage.


Pre-Configuration Procedure Guidelines for Cisco Unified CM Setup

This table provides a guideline for the procedures you will need to reference in order to preconfigure the Cisco Unified Communications Manager before installing the Cisco TelePresence Manager.


Note The system uses either Microsoft or IBM not both. So either Chapter 3 or Chapter 4 needs to be referenced when doing the preconfiguration.


Table 6-1 Pre-Configuration Guidelines for Setting Up Unified CM for CTS-Manager

Setup Procedure Guidelines before Installing CTS-MAN
Description
Location

Configuring Cisco Unified CM

Before CTS-Manager installation, you must verify that Cisco Unified Communications Manager is configured for the CTS-Manager system.

Current Chapter

Install and Configuring PreQualification Assistant

Install and run the PreQualification Assistant to ensure that your pre-installation setup is configured correctly. The data you enter into the Tool Test Configuration forms are used to verify connections to the servers and retrieve data from them to be used to configure CTS-Manager

Chapter 7 "Installing and Configuring Cisco PreQualification Assistant"


Configuring Cisco Unified CM for CTS-Manager

The procedures in the next section must be completed before installing and initializing Cisco TelePresence Manager.

If at any time you encounter problems, go to Chapter 17 "Troubleshooting Cisco TelePresence Manager"to see how to correct the problem.

For Deployments Using Microsoft Exchange or IBM Domino or Scheduling API

A Cisco Unified Communications Manager certificate must be accessible for CTS-Manager to communicate with Unified CM.


Note Only one certificate can be used. Do not reuse it or give it a new name and then try to upload it to CTS-Manager. Also, if a certificate is expired, it cannot be uploaded.


Unified CM Certificate

To get a Cisco Unified Communications Manager certificate do the following:

1. Log into the Cisco Unified CM Administration application

2. From the Navigation menu, select Cisco Unified OS Administration and click Go.

3. From the Security menu click Certificate Management.

4. Click the link for tomcat.der.

5. In the Certificate Configuration window, click the Download button.

This saves a copy of the certificate on your computer. Make sure this file is accessible to the computer that has browser access to the Cisco TelePresence Manager server.


Note Deleting a Unified CM won't delete the CTS-Trust certificate corresponding to that Unified CM. If the administrator adds the deleted Unified CM back, then he/she doesn't need to upload the trust certificate again as it is already there in the system. If the administrator tries to upload it again, an error will be detected.



Step 1 Create an application user for CTS-Manager. Refer to section Logging into Cisco Unified CM Administrator or to your Cisco Unified Communications Manager Configuration Guide for Cisco TelePresence System for the steps to perform this. Save these credentials for the CTS-Manager initialization procedure that follows.


Warning Application user names must contain only ASCII characters to work correctly with CTS-Manager.

Note Make sure that the application user you've created has all the endpoints assigned to it that you plan to use.


Assign all TelePresence units/IP phone devices to this user profile. MAC Address of each unit and shared phone should be added to the user profile. Add TelePresence endpoints in the Cisco Unified CM Admin UI, by going to Device > Phone.


Note It is not required to add an IP phone associated with the CTS to the application user.



Note To secure CTS-Manager, add the "Standard CTI Secure Connection" group to the application user.


Step 2 For each TelePresence endpoint device, follow these steps:

a. Go to Device > Phone and click the device name corresponding to the TelePresence endpoint device.

b. At the bottom of the Device Information section, check the Allow Control of Device from CTI checkbox.

c. In the Product Specific Configuration Layout section, enter the endpoint email address in the Room Name field.


Caution You cannot assign the same email address to more than one endpoint. If you do, you must fix the problem in Unified CM and then do a resync in the Microsoft Exchange or IBM Domino window in CTS-Manager.

d. a. Assign the same DN as the IP phone that is associated with this TelePresence endpoint device.

e. In the Directory Number Information section of Directory Number Configuration, check the Allow Control of Device from CTI checkbox.

Step 3 For each IP phone device that is associated to TelePresence endpoint device, check the Allow Control of Device from CTI checkbox at the bottom of the Device Information section.

Step 4 Go to User Management > Application User, and create an application user in Cisco Unified CM for Cisco TelePresence Manager. Save these credentials for use during the Cisco TelePresence Manager first time setup.

Step 5 Assign all TelePresence endpoints and their associated IP phone devices to this application user. The MAC Address of each unit and IP phone should be added to the user profile.

Step 6 Create a user group in the CiscoUnified CM for Cisco Telepresence Manager.

a. Assign the following roles to this user group:

Standard AXL API access

Standard CTI enabled

Standard serviceability

Standard CCM Admin Users

Standard RealtimeandTracesCollection

b. Add the above application user to the newly created user group.

Step 7 Verify all required services are activated and running on the Cisco Unified CM node. It is required to have Cisco AXL Web Service activated on the Cisco Unified CM Publisher node. Similarly, Cisco RIS Data Collector should be running on the Cisco Unified CM Publisher node. Cisco CTIManager should be activated and running, but can be running on any node inside the same Cisco Unified CM Cluster. Please refer to the Cisco Unified CM Configuration Guide for details on service activation and start/stop.

Step 8 Download the certificate for Cisco Unified CM using IE Browser. User is prompted with a certificate when browser is pointed to Cisco Unified CM server. You can save cert file on local machine. This would be used later while configuring the CTS-Manager during first time setup. You cannot upload a certificate twice even if you change the name of the certificate.



Note If an endpoint's display name is changed once CTS-Manager is up and running, CTS-Manager reads new display name once every 24 hours, so the new name will display after this 24 hour period. In addition, when a new endpoint is added to Unified CM, restarting CTS-Manager is also not required.


Configuring Cisco Unified CM Server Names


Step 1 Log into Cisco Unified Communications Manager as an Administrator.

Step 2 Choose the Server option from the System menu.

Step 3 Click Find to discover all the servers in your Cisco Unified Communications Manager cluster.

Step 4 In the Cisco TelePresence Manager's Configuration > Cisco UCM Host field, use only IP address in a non-DNS environment. If DNS is configured and accessible, use either hostname or IP address.


As you add a Unified CM, do not set up a non-DNS and DNS in a mixed mode environment, i.e., where Unified CM is configured with DNS and CTS-Manager is configured with non-DNS environment. Unified CM is configured with DNS but has IP address in the Server Config. In a typical deployment, all applications are in either DNS or non-DNS. Identifying a Unified CM node as publisher does not support mixed mode.

To display and modify settings that associate CTS-Manager with Cisco Unified CM, choose Configure > Unified CM in the CTS-Manager.

The Configure > Unified CM window opens. This window provides Service Status and the listings of the Unified CM connections.


Note If changing settings in the Unified CM, it is necessary to perform a Discovery in CTS-Manager to register the new settings. Otherwise, CTS-Manager won't display or connect to the correct settings.


Logging into Cisco Unified CM Administrator

To log into the Cisco Unified CM Administration application, follow these steps:


Step 1 Open a web browser.


Note The Cisco Unified CM Administration program is compatible with the Microsoft Internet Explorer version 6 or a later version web browser.


Step 2 Access a web server that is supported by the Cisco Unified CM Administration application from any user PC in your network.

Step 3 In the address bar of the web browser, enter the following URL:

https://CCM-server-name

Where CCM-server-name is the name or IP address of the server.


Note You may need to specify the address of the server where Cisco Unified CM is installed. If your network uses DNS services, you can specify the hostname of the server. If your network does not use DNS services, you must specify the IP address of the server.


Step 4 Log in with your assigned administrative privileges.

Step 5 Select Cisco Unified Communications Manager Administration in the Navigation field at the upper right corner of the page and click Go to return to the Cisco Unified CM Administration home page.


Configuring the Options File

Cisco Unified CM is customized with an options file to configure support for the Cisco TelePresence device.

To configure the options file, follow these steps:


Step 1 Log into the Cisco Unified CM Administration application. See the "Logging into Cisco Unified CM Administrator" section.

Step 2 Add the Cisco TelePresence device pack to Cisco Unified CM. The device pack adds functionality to Cisco Unified Communications Manager so that you can create a Cisco TelePresence device. See the "Adding a Cisco TelePresence Device" section.

Step 3 Create a Cisco TelePresence device to register the Cisco TelePresence device as a Cisco Unified IP Phone. See the "Creating and Configuring a Cisco TelePresence Device" section.

Step 4 Assign a directory number to the Cisco TelePresence device. See the "Assigning a Directory Number to a TelePresence Device" section.

Step 5 Create a Cisco Unified IP Phone 7975 device type.


Note Auto registration cannot be used to create the device type.



Adding a Cisco TelePresence Device

Use the information in the following sections to add a CTS device:

Download Device Pack

Install Device Pack

Download Device Pack

If the Cisco TelePresence device is not listed on the Cisco Unified Communications Manager phone list, you must add the device. The Cisco TelePresence device is included in the latest device packs for Cisco Unified CM.

To download device packs, follow these steps:


Step 1 Go to the following location on Cisco.com:

a. Support

The Support and Downloads page appears.

b. Under the Product Support tab, click Voice & Unified Communications

The Voice and Unified Communications window appears.

c. At the top of the Voice and Unified Communications window, click Browse All Voice and Unified Communications Categories

The Select Your Product or Technology page appears.

d. In the far-right column, click IP Telephony

e. Click Call Control

f. Scroll down (if necessary) and click Cisco Unified Communications Manager (CallManager)

The Introduction page appears.

Step 2 Click Download Software.

Step 3 (If needed) Enter your Cisco username and password and click Log In.

The Select a Product page appears.

Step 4 In the Cisco Unified Communications Manager (CallManager) section, click the version that corresponds to the Unified CM version you have configured in CTS-Manager.

Step 5 Click Unified Communications Manager/CallManager Device Packages.

Step 6 Click the latest release.


Note To register EX, MX and C-series endpoints, Unified CM 8.6.1.20000-1 and device pack 8.6.1.21019-1 are required.


The software download page for that release opens.

Step 7 Click Download Now to begin the download process.


Install Device Pack

To install a device pack, follow these steps:


Step 1 Log into the Cisco Unified CM Administration application.

Step 2 At the Cisco IPT Platform Administration window, choose Software Installation/Upgrade.


Note For an explanation of how to access the Cisco IPT Platform Administration window, see the
Cisco IP Telephony Platform Administration Guide for Cisco Unified Mobility Manager, Release 1.2.


Step 3 From the Source drop-down list, choose the source for the device pack.

Step 4 Click Next. The Options/Upgrades window appears.

Step 5 Choose the appropriate file from the drop-down list and click Next. The system compiles a checksum value.

Step 6 Click Save to accept the checksum value and start installation.

Step 7 After installation is complete, restart.

The installation process can take several minutes. An on-screen log reports status of the installation. Once the device pack is installed, you can begin configuring the Cisco TelePresence device.


Creating and Configuring a Cisco TelePresence Device

The following sections describe how to create and configure a Cisco TelePresence device (endpoint) so you can register it as a Cisco Unified IP phone:

Adding a Cisco TelePresence Device

Configuring a Cisco TelePresence Device

Assigning a Directory Number to a TelePresence Device

Verifying a TelePresence Device is Registered to Unified CM

Adding a TelePresence Device to the Application User

Adding a Cisco TelePresence Device


Note Before you begin this procedure, note the MAC address of the Cisco TelePresence device.


To add a Cisco TelePresence device, follow these steps from the Cisco Unified Communications Manager Administration menu bar:


Step 1 Log into the Cisco Unified CM Administration application.

Step 2 From the Device drop-down menu, select Phone. The Find and List Phones Page appears.

Step 3 Click the Add New button at the bottom of the window. The Add a New Phone window appears.

Step 4 In the Add a New Phone window, click the Phone Type drop-down list and choose the Cisco TelePresence device you want to add.

Step 5 Click Next to display the Phone Configuration window.

Step 6 Proceed to Configuring a Cisco TelePresence Device.


Configuring a Cisco TelePresence Device


Note You must restart your system after you have completed the configuration tasks in this section.


This section describes how to configure Cisco TelePresence devices and their associated parameters.

To configure the Cisco TelePresence device, perform the tasks in this section. When you are finished configuring your settings, click Save and follow the prompts to restart the system.

Device Information for Cisco TelePresence Devices


Step 1 To configure a Cisco TelePresence device, enter the information appropriate for the device you are configuring using the information in the following sections:

Cisco TelePresence System (CTS) Devices

EX and C-series Devices

Cisco TelePresence System (CTS) Devices

Table 6-2 Cisco TelePresence System Device Information 

Field
Required?
Setting

MAC Address

Yes

MAC address for the Cisco TelePresence primary codec.

Description

Short description of the device.

Device Pool

Yes

Any

Common Device Configuration

Leave field as< None>.

Phone Button Template

Yes

Standard_Cisco_TelePresence

Common Phone Profile

Yes

Standard Common Phone Profile

Calling Search Space

Leave field as <Any>.

Media Resource Group List

Leave field as <None>.

Location

Yes

Hub_None

User Locale

Leave field as <None>.

Network Locale

Leave field as <None>.

Owner User ID

Leave field as <None>.

Phone Load Name

Specify required version of Cisco TelePresence System if no device default is set.

Use Trusted Relay Point

Chose from the following:

Default

On

Off

Calling Party Transformation CSS

Leave field as <None>.


EX and C-series Devices

To register EX, MX and C-series devices, TC version 5 or later and Unified CM version 8.6.1.20000-1 or later are required. Endpoints with a previous TC firmware version must be upgraded to version 5 before they can be registered with Unified CM and be discovered by CTS-Manager.

The TC5.0.0 firmware for the endpoints is available in both .pkg and .cop formats.

For TC4.x to TC5.0 upgrades, use the .pkg format. The .pkg file is uploaded directly onto each endpoint. Because it is a prerequisite that the endpoint run TC5.0 to be able to register with Unified CM, you must use the .pkg file to upgrade them first, and then provision them in Unified CM.

For more information, go to the following link: http://www.cisco.com/cisco/software/release.html?mdfid=283645026&softwareid=280886992&release=TC5.0.0&rellifecycle=&relind=AVAILABLE&reltype=all

For TC5.0.0 to TC5.0.x or later upgrades, use the .cop file format. The .cop file is installed on Unified CM, which extracts the .pkg file into the TFTP directory on the Unified CM and sets the Device Defaults to point to it so that all TC endpoints registered to Unified CM will be upgraded to that .pkg version.

For more information, go to the following link: http://www.cisco.com/cisco/software/release.html?mdfid=283645026&softwareid=280886992&release=TC5.0.0-CUCM&rellifecycle=&relind=AVAILABLE&reltype=all

Table 6-3 Cisco TelePresence EX and C-series Device Information 

Field
Required?
Setting

MAC Address

Yes

MAC address for the Cisco TelePresence EX or C-series primary codec.

Description

Short description of the device.

Device Pool

Yes

Default

Common Device Configuration

Leave field as< None>.

Phone Button Template

Yes

Standard_Cisco_TelePresence <endpoint model name>

Common Phone Profile

Yes

Standard Common Phone Profile

Calling Search Space

Leave field as <Any>.

Media Resource Group List

Leave field as <None>.

Location

Yes

Hub_None

User Locale

Leave field as <None>.

Network Locale

Leave field as <None>.

Owner User ID

Leave field as <None>.

Phone Load Name

Specify required version of Cisco TelePresence System if no device default is set.

Use Trusted Relay Point

Chose from the following:

Default

On

Off

Calling Party Transformation CSS

Leave field as <None>.


Step 2 Make sure that the following check boxes at the bottom of the Device Information section are marked as indicated:

Use Device Pool Calling Party Transformation CSS—Checked

Is Active—Checked

Retry Video Call as Audio—Checked

Ignore Presentation IndicatorsUnchecked

Allow Control of Device from CTIChecked

Logged Into Hunt GroupChecked

Remote DeviceUnchecked

Step 3 (EX and C-Series Devices Only) In the Protocol Specific Information section:

Set Device Security Profile to Standard SIP Non-secure for non-secure or create and select your own secure profile.

Set Sip Profile to Standard SIP Profile

Step 4 (EX and C-Series, including MX200, Devices Only) In the Product Specific Configuration Layout section:

For Room Name, enter the Exchange Conference Room Name from Microsoft Exchange

This setting must be the email address used in Exchange (e.g. room1@cisco.com).

(Optional) Web Access

This indicates whether the device will accept connections from a web browser or

other HTTP client. Disabling web access for the device blocks access to the phone's internal web pages and certain support capabilities, but does not degrade normal operation. A device RESET is required for this parameter to take effect.

(Optional) SSH Access

This parameter indicates whether the device accepts SSH connections. Disabling the SSH server functionality blocks certain support capabilities such as log file collection but does not degrade normal operation.

Default Call Protocol

This parameter sets the default call protocol of the device. This device only supports SIP when registering to Cisco Unified Communications Manager.

Quality Improvement Server

Specifies a hostname or IP address of a remote system to collect quality improvement reports from the device. Use the default hostname or IP address, unless otherwise directed by the specific device documentation.

Admin Username and Password

Admin Username and Password are required for CTS-Manager to discover endpoints and provide One-Button-to-Push scheduling to them.

a. Enter a user ID for the admin user (default: admin).


Note Username must be between 1 and 64 characters long and cannot be "apache", "daemon", "nobody","root", or "shutdown".


b. Enter a password for the admin user (default: "").


Note Password must be between 1 and 64 characters long and can only contain printable ASCII characters, except space.



Caution You must configure Admin Username and Password individually on both Unified CM and the endpoint device. If the username and/or passwords do not match between Unified CM and the endpoint device, the endpoint will not be discoverable or schedulable by CTS-Manager. If you change these in the future, it is recommended that you do so immediately before a maintenance cycle. If you do it during another time, you must go to Configure > Unified CM, select the Unified CM to which the endpoint is registered and click Discover Rooms.

Step 5 Click Save to save your settings.

The Phone Configuration screen appears.

Proceed to Assigning a Directory Number to a TelePresence Device.


Assigning a Directory Number to a TelePresence Device

In the Phone Configuration screen for the TelePresence device you configured, do the following to assign a directory number to the TelePresence Device:


Step 1 Under Association Information, click Add a new DN

Step 2 Under Directory Number Information, enter a phone number for your TelePresence device in the Directory Number field.

Step 3 Click Save.

Step 4 Verify that the Associated Devices field contains information that begins with "SEP" (Example: SEP6C504EDA443C).

Step 5 In the Line 1 on Device section, toward the bottom of the page, enter a name for your endpoint in the Display (Internal Caller ID) field.


Note If this field is left blank, the endpoint name will not display properly in the WebEx participant's list for TelePresence meetings with WebEx.


Step 6 Click Apply Config.

Step 7 Click OK to confirm.


Verifying a TelePresence Device is Registered to Unified CM

After assigning a directory number to a TelePresence device, you can verify that the device is now registered to Unified CM by doing the following:


Step 1 First, you must find the device:

a. From the Device drop-down menu, select Phone. The Find and List Phones Page appears containing a list of configured phones.

If a list of configured phones is not displayed, click the plus sign (+) under Find and List Phones.

b. To find all phones that are registered in the database, follow these steps:

a. Choose Device Name from the list of fields.

b. Choose is not empty from the list of patterns.

c. Click Find.

Or

a. Choose the appropriate search pattern for your text search (for example, "Begins with").

b. Enter your search text in the Find field.

c. Click Find.

Step 2 Under Device Name, the TelePresence device name should appear and under the Status column make sure that the device is shown as "Registered with" the name of the Unified CM.


Adding a TelePresence Device to the Application User

The final step to making a TelePresence device schedulable through CTS-Manager, is to add the TelePresence device to the application user used by CTS-Manager. For more information, refer to Cisco Unified Communications Manager Configuration Guide for Cisco TelePresence System for the steps to perform this.