Table 3-1 Configuration Overview Checklist
Configuration Steps
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Procedures and related topics
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Step 1
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Install the Cisco CallManager software on one server. This server acts as the database server and is referred to as the first server.
Before installing any subsequent servers, always define the node in Server Configuration of Cisco CallManager Administration. Security purposes requires this action.
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Installing Cisco CallManager Release 5.0(1)
Server Configuration, Cisco CallManager Administration Guide
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Step 2
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Install the Cisco CallManager software on each subsequent server.
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Step 3
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Add services, as required, to the first database server.
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Cisco CallManager Serviceability Administration Guide
Cisco CallManager Serviceability System Guide
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Step 4
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Configure system-level settings:
• Cisco CallManagers (Be aware that some Cisco CallManager- specific elements are required, such as enabling of auto-registration and establishing a starting directory number [DN].)
• Cisco CallManager groups
• Date/time groups
• Regions
• Softkey templates (Softkey templates represent a required field in device pool configuration, but they offer standard template options as well.)
• Device defaults
• Enterprise parameters
• Locations
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System-Level Configuration Settings, page 5-1
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Step 5
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Design and configure your dialing plan:
• AAR Group
• Application Dial Rules (optional, used by Cisco IPMA and Cisco WebDialer)
• Partitions
• Calling search spaces
• Route filters
• Route groups and line groups
• Route and hunt lists
• Route patterns (If you want to assign route patterns to gateways, you need to create gateways prior to configuring the route pattern for those gateways.)
• Translation patterns
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Partitions and Calling Search Spaces, page 15-1
Understanding Route Plans, page 17-1
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Step 6
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Configure media resources:
• Conference bridges
• Transcoders
• Annunciator
• Media termination points
• Music on hold audio sources
• Music on hold servers
• Media resource groups
• Media resource group lists
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Media Resource Management, page 22-1
Media Resource Group Configuration, Cisco CallManager Administration Guide
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Step 7
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Configure device pool settings:
• Cisco CallManager group
• Date/Time group
• Regions
• Softkey template
• SRST reference
• Calling Search Space for Auto-registration
• Media Resource Group List
• Network Hold MOH Audio Source
• User Hold MOH Audio Source
• Network Locale
• User Locale
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Device Pool Configuration, Cisco CallManager Administration Guide
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Step 8
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Install and configure one of the following voice-messaging systems:
• External (non-Cisco) voice-messaging system
• Cisco Unity voice-messaging system
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SMDI Voice Mail Integration, page 30-1
Administration documentation for Cisco Unity
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Step 9
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Configure meet-me numbers/patterns.
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Meet-Me Number/Pattern Configuration, Cisco CallManager Administration Guide
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Step 10
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Configure message-waiting numbers.
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Message Waiting Configuration, Cisco CallManager Administration Guide
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Step 11
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Configure features:
• Call park
• Call pickup and group call pickup
• Barge
• Immediate Divert
• Cisco IP phone services
• Cisco CallManager Extension Mobility
• Cisco CallManager Attendant Console
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Configuring Call Park, Cisco CallManager Features & Services Guide
Call Pickup Group, page 34-1
Configuring Barge and Privacy, Cisco CallManager Features & Services Guide
Configuring Immediate Divert, Cisco CallManager Features & Services Guide
Cisco IP Phone Services, page 35-1
Cisco CallManager Extension Mobility, Cisco CallManager Features and Services Guide
Cisco CallManager Attendant Console, page 37-1
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Step 12
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Install and configure the gateways.
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Understanding Cisco CallManager Voice Gateways, page 39-1
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Step 13
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Configure and install the phones; then, associate users with the phones. Also, configure phone button templates and softkey templates.
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Cisco IP Phones, page 43-1
Understanding the Directory, page 20-1
Phone Button Template Configuration, Cisco CallManager Administration Guide
Softkey Template Configuration, Cisco CallManager Administration Guide
Administration documentation for Cisco IP Phones
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Step 14
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Enable computer telephony integration (CTI) application support; then, install and configure the desired CTI applications.
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Computer Telephony Integration, page 45-1
Documentation provided with your application
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