Cisco Unified Communications Domain Manager Self Service Guide, Release 11.5(1)

Transcription

1 Cisco Unified Communications Domain Manager Self Service Guide, Release 11.5(1) First Published: Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA USA Tel: NETS (6387) Fax:

2 THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALL STATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS. THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THAT SHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE. IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSE OR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY. The Cisco implementation of TCP header compression is an adaptation of a program developed by the University of California, Berkeley (UCB) as part of UCB's public domain version of the UNIX operating system. All rights reserved. Copyright 1981, Regents of the University of California. NOTWITHSTANDING ANY OTHER WARRANTY HEREIN, ALL DOCUMENT FILES AND SOFTWARE OF THESE SUPPLIERS ARE PROVIDED AS IS" WITH ALL FAULTS. CISCO AND THE ABOVE-NAMED SUPPLIERS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OR ARISING FROM A COURSE OF DEALING, USAGE, OR TRADE PRACTICE. IN NO EVENT SHALL CISCO OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES, INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR LOSS OR DAMAGE TO DATA ARISING OUT OF THE USE OR INABILITY TO USE THIS MANUAL, EVEN IF CISCO OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Any Internet Protocol (IP) addresses and phone numbers used in this document are not intended to be actual addresses and phone numbers. Any examples, command display output, network topology diagrams, and other figures included in the document are shown for illustrative purposes only. Any use of actual IP addresses or phone numbers in illustrative content is unintentional and coincidental. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list of Cisco trademarks, go to this URL: Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. (1110R) 2017 Cisco Systems, Inc. All rights reserved.

3 CONTENTS Preface Change History vii Change History vii CHAPTER 1 Introduction 1 User Interface 1 First Sign In 3 Password Hints 4 Session Timeout 4 Available Features and Services 5 CHAPTER 2 Manage Your Self-Service 7 Manage Your Self-Service 7 Set up Your Password Reset Questions 7 Reset Your Password 8 CHAPTER 3 Buttons and Common Tasks 11 Buttons and Icons 11 Common Tasks 12 CHAPTER 4 Dashboard 15 Dashboard 15 CHAPTER 5 My Information 17 My Information 17 Change Your User Language 18 Manage Your Password and PIN 18 Change Your Password 19 iii

4 Contents Change Your PIN 19 Access WebEx 19 CHAPTER 6 Phones 21 Phones 22 Manage a Phone 23 Add Your Own Smart Device 24 Edit a Smart Device 25 Bulk Modify Your Company Phones 26 Add a Personal Phone 27 Edit a Personal Phone 29 Delete a Personal Phone 30 Bulk Modify Your Personal Phones 30 CHAPTER 7 Voice Mail 33 Voic 33 Create Your Own Voic Account 35 Change Your Voic Settings 35 Alternate Numbers & Notification Devices 36 Manage Alternate Numbers & Notification Devices 37 Caller Input 38 Manage Caller Input Keys 39 CHAPTER 8 Call Forwarding 41 Call Forwarding 41 Activate and Manage a Line for Call Forwarding 42 CHAPTER 9 My Availability 45 My Availability 45 Set Do Not Disturb for Your Phone 46 CHAPTER 10 Speed Dials 47 Speed Dials and Busy Lamp Fields 47 Manage Speed Dials and Busy Lamp Fields 47 Add a Speed Dial (Abbreviated Dials) 48 iv

5 Contents CHAPTER 11 Links 51 Links 51 v

6 Contents vi

7 Change History Change History, page vii Change History Date Section Description March 10, 2017 User Interface, on page 1 Added an optional banner step vii

8 Change History Change History viii

9 CHAPTER 1 Introduction User Interface, page 1 First Sign In, page 3 Password Hints, page 4 Session Timeout, page 4 Available Features and Services, page 5 User Interface You can use various browsers to access the Self-Service interface. For a list of browsers, refer to the Cisco Unified Communications Domain Manager Planning and Install Guide. Note Find out the address (URL) of your Self-Service web pages, your username, and your password from your System Administrator. Use this procedure to sign in to the Self-Service interface. Procedure Step 1 Step 2 Enter in your browser URL field; for example, For this example, the Self-Service interface uses the Cisco self-service theme and the text on the Login page is displayed in English. Enter your username or address. Note You can also sign in with a username such as cisco-sub@sys.p1.r1.c1.s1, although most users sign in using their address. 1

10 User Interface Introduction Step 3 Step 4 Enter the password provided by your administrator. Click Login. Figure 1: Login Page If presented with a banner notice, read the banner text and click Agree to sign in. If you click Cancel, you cannot sign in. By default, when you sign in to the Self-Service interface, the home page appears. The home page cannot be changed in this release of the user interface. For more information on the user roles and themes that are available, refer to the Cisco Unified Communications Domain Manager Maintain and Operate Guide. If you are signing in for the first time, you may be prompted to change your password. See First Sign In, on page 3. The home page consists of three areas: Figure 2: Home Page 2

11 Introduction First Sign In 1 Button Bar This bar is located on the left side of the page. The buttons provide links to the various functions in Self-Service. Refer to Buttons and Icons, on page 11 and Common Tasks, on page 12 for a description of all buttons on the button bar, as well as miscellaneous buttons and icons used in Self-Service. 2 Dashboard This area is the center section of the page. It provides quick links to the main Self-Service functionality. It also shows a summary of your company phones (as set up by your Administrator) and personal phones that you configured. 3 Activity Feed Area This area is located on the right side of the page. This area displays an activity log of all activities that occurred in the current browser session. Notifications include: Authentication messages, for example: You successfully logged in Apr 18, :45:32 PM Language installation messages, for example: Self-service Language successful Apr 18, :45:32 PM General system messages, for example: The server is busy so the result of your request cannot be displayed right now. However, your request is still running. Please refresh to see if your change has taken effect Apr 18, :45:32 PM Important If a transaction causes an error, you are notified of this on the associated transaction screen. All error messages and notifications returned by the system are displayed in the Activity Feed area only. We recommend that you regularly inspect the Activity Feed area during each browser session. 4 Drop-down Options Directly above the Activity Feed area, the currently signed-in user is displayed. There are four options in this drop-down list: My Information Also accessed from the Button Bar. See My Information, on page 17 for details. Help Also accessed from the Button Bar. See My Information, on page 17 for details. Password Reset Questions Allows you to set up your password reset questions. See Set up Your Password Reset Questions, on page 7 for details. Logout Also accessed from the Button Bar. See My Information, on page 17 for details. First Sign In You may be prompted to change your password when you sign in to Self-Service for the first time. 3

12 Password Hints Introduction Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Enter the current password in the Current Password field. Enter the new password in the New Password field. Re-enter the new password in the Confirm New Password field. Click the Change button. Browse to the website address provided using a web browser. Password Hints When considering a password, make sure that it: Consists of at least eight characters, and contains at least: One uppercase letter One lowercase letter One number One special character or symbol. Supported special characters and symbols are # $ % ^ & * ( ) - _ = + [ { ] } \ : ;, <. > / and? Do not use keyboard pattern or obvious passwords such as a birthday or your name. Do not share your password with other users. Do not write down your password or store it in an obvious place, such as sticking a note on your computer monitor, or writing it in a diary or journal. Session Timeout To keep your information secure, Self-Service is designed with an automatic session timeout feature. Session timeouts are set up in your credential policy by your administrator. There are two types of timeouts: Idle Timeout Defines the number of minutes a session remains active when there is no activity. Default is 20 minutes. Absolute Timeout Defines the maximum number of minutes a session can be active. Default is 1440 minutes (24 hrs). In both instances, you see the following message: Your session will expire in 30 seconds 4

13 Introduction Available Features and Services Idle Timeout If you use your mouse or keyboard after receiving the session timeout notification, this action is considered to be 'activity' and results in the extension of your current session. If there is no activity within the specified time, you are automatically logged out of Self-Service and returned to the Login screen, when you try to perform a transaction. Absolute Timeout After the time period elapses, you are automatically logged out of Self-Service and returned to the Login screen. Available Features and Services Depending on how your administrator has set up Self-Service, not all the features and services described in this guide may be available to you. For example, you can only access Voic if a Voic account has been created for you. Access is provided either by your administrator or by you (if you have the required permissions). Your administrator can also enable either full Voic or limited Voic . With limited Voic , you cannot use some settings such as Call Input or Alternative Numbers & Notification Devices. 5

14 Available Features and Services Introduction 6

15 CHAPTER 2 Manage Your Self-Service Manage Your Self-Service, page 7 Set up Your Password Reset Questions, page 7 Reset Your Password, page 8 Manage Your Self-Service When you are signed in to your Self-Service account, you can: Reset Your Password Accessed from your Login page when you have forgotten your password. Note This capability is available only to non-ldap or SSO users. Consult your administrator for more information. Password Reset Questions Allows you to set up your own password reset questions. Set up Your Password Reset Questions Note You can set up your own password reset questions only if the credential policy applied to your user account has Number of Questions Asked During Password Reset set to > 0. Procedure Step 1 Step 2 Step 3 Sign in to Self-Service. Click the arrow next to the signed-in user at the top right side of the screen above the Activity Feed area. Choose the Password Reset Questions option from the drop-down menu. The Password Reset Questions screen is displayed. 7

16 Reset Your Password Manage Your Self-Service Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Type your password in the Current Password* field. Choose the required security question from the Question* drop-down menu. Enter your answer to the question in the Answer* field. Repeat steps 5 and 6 until you have set up the required number of security questions (as determined by your administrator). Enter your password in the Please enter your password field. Click Submit when complete to save your security questions and answers. Reset Your Password You can only reset your password if you have already provided answers to the security questions created by your administrator. If you forget your password while attempting to sign in to Self-Service: 8

17 Manage Your Self-Service Reset Your Password Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Enter your username or address in the Username or field on the Login screen. Click the I forgot my password hyperlink located below the Password field. Click in each security question field and type the correct answer. The number of available security questions is set by your administrator. Click in the New Password field and type your new password. Re-enter your new password in the Repeat Password field. Click Submit. Your password is changed and you return to the Login screen. 9

18 Reset Your Password Manage Your Self-Service 10

19 CHAPTER 3 Buttons and Common Tasks Buttons and Icons, page 11 Common Tasks, page 12 Buttons and Icons The button names are displayed when you hover over a button. The available buttons depend on how your Administrator has set up Self-Service. Icon Button Description Home Displays an overview of your Self-Service configuration, including quick links to the main features and a summary of your phones. My Information Provides a view of your personal information as set up by your administrator. Phones Displays all phones (and associated lines) assigned to you by your administrator. Also allows you to configure the phone s lines. Voic Displays the Voic settings. This area is visible only if you have a voice mailbox configured. Consult your administrator if necessary. Call Forwarding Displays the call forwarding status of your phone lines. My Availability Displays the Do Not Disturb settings for each of your phones. Speed Dials and BLFs Allows you to manage the speed dials and busy lamp fields for each of your phones. Links Displays hyperlinks to predetermined objects or items such as a support site or a downloadable user guide. 11

20 Common Tasks Buttons and Common Tasks Icon Button Help Logout Description Displays the help pages for each area of Self-Service, such as Phones, Voic , Call Forwarding, Speed Dials, and so on. Logs you out of the Self-Service interface. Add or Insert Creates a new item such as a phone, line, or speed dial. Edit Edits an existing item, such as editing a phone description or number. Remove or Delete Information Icon Active Flag Inactive Flag Refresh Close Removes or deletes the selected item; for example, removes a personal phone or speed dial entry. Typically located in the top right corner of certain display areas such as Select a Phone, Your Personal Phones, and so on, or next to an item. When you move your cursor over this icon, text is displayed that describes the purpose of the particular area or item. Shows when certain line settings such as call forwarding or do not disturb are active. Shows when certain line settings such as call forwarding or do not disturb are inactive. Located in the top right corner of each display area that can be edited. Click to update or edit a specific area. Typically done to refresh the view to include any updates, such as adding a speed dial. Located in the top right corner of a popup window. Click to close the popup window. Common Tasks Use the Self-Service interface to perform several common tasks. Inline Editing lets you edit any text that you can select and edit directly on the page without going to a separate page. It makes editing more direct, easier, and faster because you can edit the text in the same place where it is shown. Inline Editing is best for a simple, occasional change. If the main action on the page is to add or edit detailed information for a phone or line, then it is better to use Edit Mode. Procedure Use either of the following methods to perform edits in the user interface. 12

21 Buttons and Common Tasks Common Tasks Option Inline Editing Description 1 Click in the relevant field (for example, phone and speed dial names and numbers). The Save changes and Cancel buttons appear when you enter text in the field. 2 Click Save changes to save the changes or click Cancel to cancel the change. Edit Mode Click a specific phone or line to open a detailed view of the selected item that you can edit on the right side of the screen. 13

22 Common Tasks Buttons and Common Tasks 14

23 CHAPTER 4 Dashboard Dashboard, page 15 Dashboard This page provides a summary of your specific Self-Service configuration. The following figure shows a sample Dashboard. Figure 3: Sample Dashboard 15

24 Dashboard Dashboard The Quick Menu provides links to: My Information Displays your personal information such as user ID, names, phone numbers, and address. Also indicates whether you have passwords and PINS configured for Self-Service, Cisco Unified Communications Manager, and Voic . Provides a link for you to access WebEx service (if configured by your administrator). Phones Displays your configured company phones (and associated lines). Call Forwarding Displays the call forwarding status of your phone lines. A green Active flag indicates that one or more of your phone lines has call forwarding active. My Availability Displays the do not disturb status of your phone lines. A green DND Active flag indicates that one or more of your phone lines has the do not disturb feature active. Speed Dials & BLFs - Displays the speed dial and busy lamp field configuration (if set up) for each of your company phones. Voic Displays the configured time zone and language settings for your Voic account. These settings are only visible if you have a voice mailbox. Your Company Phones Lists the company phones allocated to you by your administrator. See Phones, on page 22 for more information on how to view and manage your company phones. See Add Your Own Smart Device, on page 24 for details on how to add your own smart device to your company phones (if your administrator has given you the required permissions). Your Personal Phones Lists your personal phones, such as home phone, tablet, mobile phone, and so on. Personal phones can also be configured (if necessary) to ring whenever a company phone rings (to facilitate the Single Number Reach feature). You can also edit existing personal phones (by setting them to ring simultaneously with your company phones), or add new phones if necessary. You can only see this feature if your administrator set up a remote destination profile (RDP) to you. Note also that multiple RDPs per user are not supported. If you are associated with multiple RDPs, the personal phones feature is hidden. If a dual-mode device, such as Cisco Dual Mode for Android or iphone, is associated to you, you can manage both the phone number and simultaneous ring setting for the device. See Add a Personal Phone, on page 27, Edit a Personal Phone, on page 29, and Delete a Personal Phone, on page 30 for more information on each task. Links Displays links to predetermined objects or items such as a support site or a downloadable user guide. 16

25 CHAPTER 5 My Information My Information, page 17 Change Your User Language, page 18 Manage Your Password and PIN, page 18 Change Your Password, page 19 Change Your PIN, page 19 Access WebEx, page 19 My Information View the "My Information" page from the Quick Menu, or by clicking on the button bar. Use this page to view your personal information as set up by the administrator. The following figure provides an example of the My Information page. In this example, dimmed items such as User ID, names, manager, department, and address cannot be edited. Editable details include language. Note If you are unable to edit phone numbers and address, it may be because of the way your Self-Service interface is set up. Contact your administrator for more information. 17

26 Change Your User Language My Information The My Credentials section on the page displays all Self-Service, Cisco Unified Communications Manager, and Voic passwords and PINS (if configured by your administrator). Figure 4: Sample My Credentials Passwords and PINs can be changed. See Manage Your Password and PIN, on page 18 for more details. The WebEx Self-Service section of the screen is only visible if your administrator has configured you to use the WebEx feature. This section of the screen provides you with a link to the WebEx server. See Access WebEx, on page 19 for details. Change Your User Language Procedure Step 1 Click on the button bar. Step 2 Step 3 In the My Information section of the screen, choose the required language from the Language drop-down list. Click Save when complete. Text displayed in the Self-Service interface is shown in your chosen language. Manage Your Password and PIN Your password allows you to sign in to Self-Service. Your administrator assigns a password to you when your user account is created. See First Sign In, on page 3. Make sure that your passwords are secure. Passwords must include at least one numeral, one punctuation character, and must be a combination of uppercase and lowercase letters. See Change Your Password, on page 19 and Password Hints, on page 4. Your PIN allows you to sign in to a phone using Roaming Login/Logout. When your administrator creates your user and roaming profile, you are allocated a default PIN. See Change Your PIN, on page

27 My Information Change Your Password Change Your Password Procedure Step 1 Click on the button bar. Step 2 Step 3 Step 4 Step 5 In the My Credentials section of the screen, enter your Current Password. The New Password field appears. Enter a new password in the New Password field (Self-Service, Unified CM, or Voic ) as applicable. See Password Hints, on page 4 for more information. Note When you enter your new password, a password strength meter appears above the New Password field. This meter indicates the strength of your password; for example, Weak password, estimated crack time: 7 hours, Good password, estimated crack time: 3 months, Perfect password, estimated crack time: centuries. The New Password field also displays a checklist to show you how well your new password meets the Password Hints, on page 4. Confirm (re-enter) your password in the appropriate repeat password field. Click Save to change your password. Change Your PIN Procedure Step 1 Click on the button bar. Step 2 In the My Credentials section of the screen, enter a new PIN in the New Pin field. Step 3 Confirm (re-enter) your PIN in the Repeat Pin field. Step 4 Click Save Pin. Access WebEx This feature is available only if your administrator has provided you with this capability. Procedure Step 1 Click on the button bar. The Webex Self Service box appears in the lower right of the My Information page. 19

28 Access WebEx My Information Step 2 Step 3 Click the Launch Webex Self Service link. You are redirected to your WebEx server. Enter your User ID and password for the WebEx session. 20

29 CHAPTER 6 Phones Phones, page 22 Manage a Phone, page 23 Add Your Own Smart Device, page 24 Edit a Smart Device, page 25 Bulk Modify Your Company Phones, page 26 Add a Personal Phone, page 27 Edit a Personal Phone, page 29 Delete a Personal Phone, page 30 Bulk Modify Your Personal Phones, page 30 21

30 Phones Phones Phones When you click the following example. icon on the button bar or Quick Menu, the Phones page appears as shown in the Figure 5: Sample Phones Page This page displays all phones (and associated lines) that are assigned to you. You can configure aspects of the phone and phone lines, such as: Logged into Hunt Group check box If you are a member of a hunt group, you can check the box to have your phone ring when a call is made to the group. If checked, the phone rings when a call is made to the hunt group. If unchecked, the phone does not ring when a call is made to the hunt group. Phone Language A drop-down list for phone language. You see the options that are available with the language packs installed on the Cisco Unified Communications Manager. If you do not choose a language, the Unified Communications Manager default language is displayed on the phone display. Line labels Allow you to identify your phone line so that you can distinguish between different phone lines. For example, label Line 1 with the text Direct Line to Warehouse1. Missed calls The Log Missed Calls check box is used to save a record of all missed calls in the Call History for the phone. If checked, missed calls are logged. If unchecked, missed calls are not logged. 22

31 Phones Manage a Phone Visual and audible Message Waiting Indication (MWI) setting Choose how you are alerted when there are messages waiting for you. Visual options are Use System Policy (set up by your system administrator), Prompt Only (the phone beeps when you answer it), Light Only (a lamp that lights when messages are waiting), Light and Prompt (both visual and audible prompts), and None (no indicators). Audible options are Default, Off, or On. Ring settings Ring settings determine how your phone rings when an incoming call is received. You can set different rings for when you are already on a call and when you are not on a call. Options are: Use System Default, Disable, Flash Only, Ring Once, Ring, and Beep Only. Manage a Phone Procedure Step 1 Click on the button bar. Step 2 Step 3 Click the phone that you want to edit. The details about the phone are displayed. The basic phone details, such as name, phone type, protocol, and description are dimmed, and cannot be edited. If the phone is a member of a hunt group, you can check or uncheck the Logged into Hunt Group check box to sign in or sign out of the hunt group. If checked, the phone rings when a call is made to the hunt group. If unchecked, the phone does not ring when a call is made to the hunt group. Step 4 Step 5 Step 6 Step 7 Step 8 Click the Phone Language drop-down list and choose the required language to display on your phone. Only languages that are installed on the Cisco Unified Communications Manager are available in the drop-down list. If you do not choose a language, the phone automatically uses the default language configured in Cisco Unified Communications Manager. Click + next to the line that you want to edit. Add or edit the Line Label if necessary. Check or uncheck the Log Missed Calls check box. If checked, this indicates that missed calls are logged. Configure the required visual message waiting indicator policy if necessary, by selecting the desired option from the drop-down list. Choose a message waiting policy based on the needs of your users. Choices are: Option Description Use System Policy Light and Prompt Prompt only Light only Follows the policy determined by your system administrator. Contact your administrator if you are not sure what policy is used. Lights the lamp and displays the prompt if there is a message waiting on this line of your phone. Displays the prompt if a message is waiting on the primary line. Lights the message-waiting lamp if a message is waiting on the primary line. 23

32 Add Your Own Smart Device Phones Option None Description Lamp stays off even when you have messages waiting on this line. The message waiting indicator on your phone's display still shows if you have messages on this line. Step 9 Step 10 Step 11 Step 12 Example: An administrative assistant who shares the manager's directory number as a secondary directory number may want to have the policy set to Light and Prompt. The administrator can then see whether the manager's line has pending voice messages. General office members who share a line with a coworker, may set the policy so the indicator lights only when messages are pending for the primary line appearance. Configure the required audible message waiting indicator policy if required by selecting the required option from the drop-down list. Choose one of: Off, On, or Default. Configure the required ring setting (phone idle). This setting defines the way the line on your phone rings when you receive a call while you are not using the phone. Choose one of: Use System Default, Disable, Flash only, Ring once, Ring, and Beep only. Configure the required ring setting (phone active). This setting defines the way the line on your phone rings when you receive a call while you are on the phone. Choose one of: Use System Default, Disable, Flash only, Ring once, Ring, and Beep only. Click Save changes to save the settings or Cancel to cancel the changes. Changes made in Self-Service are automatically synchronized with Cisco Unified Communications Manager. Add Your Own Smart Device Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Click on the button bar. In the Your Company Phones section of the screen, click + Add your own smart device. In the Description field, enter a name for your smart device. Select the required lines (check boxes) to associate to the smart device. In the Device Type drop-down list, select the required smart device from the options. For example, iphone, ipad, Android Phone, or Tablet. In the Your mobile number field, enter a number for your smart device. Select the required check boxes to configure your smart device. For example, use this phone for retrieving voic messages, and receive SMS notifications for voic messages. 24

33 Phones Edit a Smart Device Step 8 Click Save to save the smart device or Cancel to cancel adding the smart device. Changes made in Self-Service are automatically synchronized with Cisco Unified Communications Manager. Edit a Smart Device Procedure Step 1 Step 2 Step 3 Click on the button bar. In the Your Company Phones section of the screen, click the smart device that you want to edit. Change the smart device details as necessary. See Manage a Phone, on page 23 for details. Note The administrator is the only person who can delete phones in the Your Company Phones area of the Self-Service interface. 25

34 Bulk Modify Your Company Phones Phones Bulk Modify Your Company Phones You can change hunt group information or language for more than one company phone at a time in the Select a Phone area of the screen. Procedure Step 1 Step 2 Click on the button bar. To sign more than one phone into a hunt group, or sign more than one phone out of a hunt group at a time: a) Check the required check boxes to choose the phones that you want to modify, or click the Select arrow and choose All to select all phones. b) Do one of: Click Login HG if you want to sign all the selected phones in to the Hunt Group. Click Logout HG if you want to sign all the selected phones out of the Hunt Group. c) Click Save. Step 3 To assign the same language to more than one phone at a time: a) Check the required check boxes to choose the phones that you want to modify, or click the Select arrow and choose All to select all phones. b) Click Assign Language, and choose the desired language from the drop-down list. 26

35 Phones Add a Personal Phone c) Click Save. Add a Personal Phone Before You Begin You can add, edit, or delete personal phones only if your Self-Service interface has been set up for this capability. If you cannot see Personal Phones, contact your system administrator for more information. Procedure Step 1 Step 2 Click on the button bar. In the Your Personal Phones section of the page, click + Add a Phone to add a new personal phone. 27

36 Add a Personal Phone Phones The Name/Phone page appears: Figure 6: Sample Name/Phone Page Step 3 Step 4 Step 5 Step 6 In the Description field, enter a name for your phone. In the Number field, enter a number for your phone. Set the Simultaneous Ring toggle switch to either Ring or Off. If you select Ring, the phone rings at the same time as your company phone rings. If you select Off, simultaneous ring does not work. Click Next. The Line/Time Zone page appears: Figure 7: Sample Line/Time Zone Page 28

37 Phones Edit a Personal Phone Step 7 Step 8 Step 9 Step 10 Check or uncheck the Line check box. When checked, simultaneous ring is active for the selected lines. Choose the required time zone for the phone from the drop-down list. Check or uncheck the Set advanced timer options for simultaneous ring check box. If checked, set up the following: Number of seconds to wait before the phone rings when the business line is dialed. Options to prevent redirected calls from going to a voic message. Click Next. The Ring Schedule page appears: Figure 8: Sample Ring Schedule Page Step 11 Step 12 Configure the phone's ring schedule. Choose either Ring 24/7 or Add a ring schedule as follows: a) (Optional) Choose a ring schedule template from the drop-down list. b) Enter a ring schedule name. c) Specify the days, status, and times for the ring schedule. Click Save when complete to add the phone or Cancel to cancel the changes. Changes made in Self-Service are automatically synchronized with Cisco Unified Communications Manager. Edit a Personal Phone Procedure Step 1 Step 2 Click on the button bar. In the Your Personal Phones section of the screen, click the Edit icon next to the phone that you want to edit. Note See Bulk Modify Your Personal Phones, on page 30 for information on how to edit the settings for multiple phones at once. 29

38 Delete a Personal Phone Phones Step 3 Step 4 Step 5 Step 6 Step 7 (Optional) In the Description field, edit the name of your phone. (Optional) In the Number field, edit the number of your phone. Change the Simultaneous Ring (SR) On/Off toggle switch if necessary. If you choose SR On, the selected phone always automatically rings when the company phone rings. Click Next and edit other phone details as required. See Add a Personal Phone, on page 27 for details. Click Save when complete to implement the changes or Cancel to cancel the changes. Changes made in Self-Service are automatically synchronized with Cisco Unified Communications Manager. Delete a Personal Phone See Bulk Modify Your Personal Phones, on page 30 for details on how to delete one or more personal phones. Bulk Modify Your Personal Phones You can change more than one personal phone at the same time in the Your Personal Phones area of the screen. Procedure Step 1 Step 2 Click on the button bar. Check the required check boxes to choose the phones that you want to modify, or click the Select arrow and choose All to select all phones. Step 3 Modify personal phone settings: 30

39 Phones Bulk Modify Your Personal Phones Task To set simultaneous ring on or off for one or more phones Steps Click SR On if you want the selected phones to have simultaneous ring set to On. If you choose SR On, the selected phones automatically always ring when your company phone rings. Click SR Off if you do not want the selected phones to have simultaneous ring set on. To set up the ring schedule for one or more phones Click Ring 24/7 if you want the selected phones to always ring when your company phone rings, regardless of the day or time. If you do not click Ring 24/7, the phones keep their original ring schedule. To delete one or more personal phones 1 Click Delete, to delete the selected personal phones. A confirmation dialog box appears. 2 Click Yes to delete the phones or click Cancel to cancel the deletion. Step 4 Click Save to save the changes, or click Cancel to cancel the changes. Example: Bulk Modify Your Personal Phones In this example, Phone 1234 has Simultaneous Ring set to ON so the personal phone rings whenever the company phone rings. The phone is set to ring 24 hours a day, seven days a week. Because the simultaneous ring settings are active they appear green in color, and are not dimmed. The checked box at the top shows that if there were more than one personal phone, all phones would have the same settings. 31

40 Bulk Modify Your Personal Phones Phones 32

41 CHAPTER 7 Voice Mail Voic , page 33 Create Your Own Voic Account, page 35 Change Your Voic Settings, page 35 Alternate Numbers & Notification Devices, page 36 Manage Alternate Numbers & Notification Devices, page 37 Caller Input, page 38 Manage Caller Input Keys, page 39 Voic You can only see this page if a voic account has been assigned to you. Either you (if you have permission) or your administrator sets up the voic account. Your administrator also sets up the Voic features and services that are available to you. See Available Features and Services, on page 5. 33

42 Voic Voice Mail Once you have a voic account, you can change some voic settings from within Self-Service, such as Time Zone and Language settings. You can also manage your Caller Input keys, Alternate Numbers & Notification Devices, and Message Actions. Figure 9: Sample Voic Page Figure 10: Sample Voic Page 34

43 Voice Mail Create Your Own Voic Account Create Your Own Voic Account Procedure Step 1 Click on the button bar. If you do not have a voic account, the following window appears: Step 2 Click the + Click here to create your voice mail account link. The Voic page is displayed, showing the voic features configured by your administrator. The features may include any or all the Voic Settings, Caller Input, and Alternate Numbers & Notification and areas. Change Your Voic Settings If you have a voice mailbox you can modify some voic settings: Procedure Step 1 Click on the button bar. Step 2 Configure the Time Zone and Language settings by checking the Use System Default Time Zone (for Time Zone) and Use System Default Language (for Languages) check boxes. If the check box is checked, Self-Service uses the system default settings. If the check box is unchecked, Self-Service uses the setting that you choose from the drop-down list. 35

44 Alternate Numbers & Notification Devices Voice Mail Step 3 Click Save when complete to save the voic settings or Cancel to cancel the changes you made. Alternate Numbers & Notification Devices You can use alternate numbers to provide extra access points to your voice mailboxes. 36

45 Voice Mail Manage Alternate Numbers & Notification Devices Notifications are used to notify you when you have a new voic message. For example, you can set up the system to send you notification using the phone or SMS when you receive a new voic message. Figure 11: Example Alternate Numbers & Notification Devices Page Manage Alternate Numbers & Notification Devices To add a new phone number as an alternate number or notification device from which you can retrieve voic or voic notifications respectively: Procedure Step 1 Click the + icon on the Alternate Numbers & Notification Devices page. The following page appears: Step 2 Step 3 Enter a Description and Number for the phone. Check or uncheck the Activate this phone for voic retrievals, Activate this phone for voic notifications, and Activate this phone for SMS notifications check boxes. If you check the box, the phone is activated for the service. 37

46 Caller Input Voice Mail Note You will only see the check boxes that have been configured for you by your administrator. Step 4 Click Save when complete or Cancel to return to the previous screen. The phone details are synchronized with the voic server, for example, Cisco Unity Connection. What to Do Next To remove a number, click the Remove (trashcan) icon on the Alternate Numbers & Notification Devices page, next to the number you want to remove and then click Save. Alternatively, you can click the required Edit (pen) icon, enter a new number and description in the relevant field, and click Save. This removes the old number and description and adds the new number and description in one step. To change the status of a check box only, check or uncheck the box as necessary and click Save. If the phone is set up for simultaneous ring, it can only be changed or removed from the Your Company Phones or Your Mobile Phone Number view. Click the Personal icon next to the required number to see simultaneous ring settings. Caller Input Caller inputs associate the caller input keys to specific numbers. You can choose to associate each key by choosing it from a drop-down list. The following options are available: Ignore Key Hang Up Take a message Skip Greeting Restart Greeting Transfer to Alternate Contact Number 38

47 Voice Mail Manage Caller Input Keys Send caller to User Figure 12: Example Caller Input Page Manage Caller Input Keys Procedure Step 1 Click on the button bar to open the Voic Settings page. Step 2 In the Caller Input area, configure the caller input keys as necessary: 39

48 Manage Caller Input Keys Voice Mail 1 Click the required key (*, #, or 0 to 9). 2 Choose the required action for the key from the drop-down list. You can only see the caller input keys that have been allocated to you by your administrator. If you choose the Transfer to Alternate Contact Number option, enter the required number in the Extension Number field. Step 3 Click Save when complete to save the caller input settings or Cancel to cancel the caller input settings. What to Do Next You can edit a caller input key by choosing a different Action from the drop-down list or by changing the target number. Click Save when complete. 40

49 CHAPTER 8 Call Forwarding Call Forwarding, page 41 Activate and Manage a Line for Call Forwarding, page 42 Call Forwarding This screen displays the call forwarding status of your phone lines (Active when call forwarding is enabled, Inactive when call forwarding is disabled). The following figure shows a sample of the Call Forwarding page and its options. Figure 13: Sample Call Forwarding Page 41

50 Activate and Manage a Line for Call Forwarding Call Forwarding Activate and Manage a Line for Call Forwarding Procedure Step 1 Click on the button bar. Your lines are displayed showing the call forwarding status of each line. Step 2 Select the relevant Inactive line to set up and activate call forwarding settings. The settings are also collectively known as the "Line Profile. See Note at the end of this section for more information on Line Profiles. The following call forward settings are available: Option Forward all incoming calls Description To forward all incoming calls to a specific number or Voic under all circumstances, check the Activate call forwarding & forward all calls to: box and choose the required destination from the drop-down list. Alternatively, choose the Specify another number option and enter your own destination in the adjacent free text field if necessary. If this box is checked, the other call forwarding options are hidden. Internal calls (calls from a company phone number) To forward all incoming internal calls to a specific number or Voic when the line is busy, check the When the line is busy, forward calls to: box, and choose the required destination from the drop-down list. To forward all incoming internal calls to a specific number or Voic when there is no answer, check the When there is no answer, forward calls to: box, and choose the required destination from the drop-down list. Alternatively, choose the Specify another number option and enter your own destination in the adjacent free text fields if necessary. External calls (calls from outside my company) To forward all external calls to a specific number or Voic when the line is busy, check the When the line is busy, forward calls to: box, and choose the required destination from the drop-down list. To forward all external calls to a specific number or Voic when there is no answer, check the When there is no answer, forward calls to: box, and choose the required destination from the drop-down list. Alternatively, choose the Specify another number option and enter your own destination in the adjacent free text field if necessary. Step 3 Click Save when complete. When you click Save at any point, you are given a choice to apply the call forward settings to all lines or to this line only. Click the relevant button: Yes, Apply to all lines or No, only this line. 42

51 Call Forwarding Activate and Manage a Line for Call Forwarding What to Do Next To turn off call forwarding for a line, click the required Active line, uncheck the check boxes, and click Save. Alternatively, you can check the relevant check boxes in the Select a Line area of the screen, or click the Select arrow and choose All to select all lines, and then click Deactivate CF. To edit call forwarding settings for a line, click the required Active line, change the settings as required, and click Save. Alternatively, you can apply the line settings for one of your lines to other lines by checking the relevant check boxes in the Select a Line area of the screen, clicking Assign Line Profile, choosing the line profile to copy from the drop-down list, and clicking Save. 43

52 Activate and Manage a Line for Call Forwarding Call Forwarding 44

53 CHAPTER 9 My Availability My Availability, page 45 Set Do Not Disturb for Your Phone, page 46 My Availability This page displays the Do Not Disturb settings for each of your phones. When a setting appears Green it shows that the setting is Active or Enabled. When a setting is dimmed, it shows that the setting is Inactive or Disabled. Figure 14: My Availability Page 45

54 Set Do Not Disturb for Your Phone My Availability Set Do Not Disturb for Your Phone Procedure Step 1 Click on the button bar or Quick Menu to view the status of the Do Not Disturb (DND) settings for your phones. Step 2 (Optional) You can modify the Do Not Disturb setting for multiple phones at the same time: a) Check the check boxes to choose the phones you want to modify, or click the Select arrow and choose All to select all phones. b) Complete steps 3 and 4 to set the DND setting and save the DND setting for all selected phones. Step 3 Click the DND switch beside each phone as required: DND On indicates that DND is active for the phone. The DND switch turns green when active. DND Off indicates that DND is inactive for the phone. The DND switch remains dimmed. Step 4 Step 5 Step 6 Click Save to implement the settings for each phone or Cancel to cancel changes. If Presence is set up by your administrator, click the check box beside the Automatically update my status when there is a meeting in my calendar field. Click Save to implement the setting or Cancel to cancel the change. 46

55 CHAPTER 10 Speed Dials Speed Dials and Busy Lamp Fields, page 47 Manage Speed Dials and Busy Lamp Fields, page 47 Add a Speed Dial (Abbreviated Dials), page 48 Speed Dials and Busy Lamp Fields Speed dial numbers allow you to store numbers and then use side buttons on the phone, or abbreviated dialing from the softkey template, to dial the stored numbers. Some phones, such as Model 7960 and 7970 have speed dial buttons on the right side of the phone that you can use to dial frequently dialed numbers. The Cisco 7912 phones do not have buttons, but you can use the softkey template on the phone's LCD display. Speed Dials are one or two-digit index codes (1 to 99) that you can assign to phone numbers or contact entries. To place a call using Speed Dials, select the Speed Dials index code from the menu on your phone s touchscreen. You do not need to dial the entire number. The number of speed dials available depends on the phone button template. The exact name of the speed dial service on your phone may vary, depending on how your system administrator configured the service. Busy lamps also allow you to store numbers and then use side buttons on the phone to dial the stored numbers. The status of the lamp indicates if the line is currently in use. Some Cisco phones, such as the 7931 series, have busy lamps on the right side that you can use to dial frequently dialed numbers. Busy lamps are one or two-digit index codes (1 to 99) that you can assign to phone numbers or contact entries. The number of busy lamps available depends on the phone button template. The exact name of the busy lamp service on your phone may vary, depending on how your administrator configured the service. Manage Speed Dials and Busy Lamp Fields To assign a speed dial or busy lamp field (BLF) to a button: Procedure Step 1 Click on the button bar. 47

56 Add a Speed Dial (Abbreviated Dials) Speed Dials Step 2 Your configured phones are displayed. Click a Phone to view the speed dials and busy lamp fields configured for that specific line (as determined by the phone button template for that phone). If a button has not been assigned to a busy lamp or speed dial, then the word Unassigned is displayed in the Number field for that button. Figure 15: Sample Speed Dial and Busy Lamp Fields page Step 3 Click next to the button to which you want to assign a speed dial or busy lamp. Step 4 Enter information in the fields as required: Number The phone number (or URI) for this speed dial. Enter the phone number (or URI) exactly as you would dial it from your desk phone, including an access code (such as 9), country code, or area code. A URI is in the username@host format, where the host can be an IPv4 address or fully qualified domain name. The username portion of a URI can be a maximum of 47 characters and the full URI can be a maximum of 254 characters. Label The name to associate with this speed dial. Step 5 Click Save when complete to assign the speed dial to the button. What to Do Next To edit an existing speed dial or BLF entry, click Edit next to the button you want to edit. Enter new information in the relevant field as described in previous steps and click Save when complete. To remove a speed dial or BLF entry, click Remove next to the entry that you want to remove and click Save. The button number returns to the Unassigned status. Add a Speed Dial (Abbreviated Dials) Procedure Step 1 Click on the button bar. 48