Preparing To Use Cisco Unified Personal Communicator

CHAPTER1 Preparing To Use Cisco Unified Personal Communicator How to Set Up the Application, page 1-1 How to Set Optional Preferences, page 1-6 Where to Find More Documentation, page 1-13 Cisco Product Security Overview, page 1-14 Upgrading Cisco Unified Personal Communicator, page 1-15 Uninstalling Cisco Unified Personal Communicator, page 1-15 How to Set Up the Application Complete the following tasks in order: Installing Cisco Unified Personal Communicator, page 1-2 Installing the Address Book Plug-In, page 1-2 Setting Up Your Headset, page 1-3 Setting Up Your Video Camera, page 1-3 Logging In, page 1-4 Setting Up Voice Mail, page 1-5 Setting Up Web Conferencing, page 1-5 1-1

How to Set Up the Application Installing Cisco Unified Personal Communicator If your system administrator has not installed Cisco Unified Personal Communicator on your computer, install it. Before You Begin If you are upgrading from a previous version, follow the instructions in the Upgrading Cisco Unified Personal Communicator, page 1-15. Your system administrator should ensure that your equipment meets the system requirements for using this product. You must have Administrator privileges to install software on your computer. Make the Finder active and choose Finder > Preferences. Make sure Open new windows in column view is not checked. If you change this preference, restart the computer before installing. Step 5 Obtain the disk image from your system administrator. Double-click the disk image if it does not mount automatically. Accept the license agreement. Drag the application icon onto the Applications folder icon. (Optional) Move the disk image to the trash. Problems Setting Up the Application, page 10-2 Installing the Address Book Plug-In If you install this plug-in, you can use Cisco Unified Personal Communicator to dial numbers in your Macintosh Address Book. 1-2

How to Set Up the Application If you have just installed Cisco Unified Personal Communicator, log out of the computer and log in again. Launch Cisco Unified Personal Communicator. Choose CiscoUPC > Install Address Book Plug-In. Follow the instructions. Dialing From Your Macintosh Address Book, page 3-4 Uninstalling Cisco Unified Personal Communicator, page 1-15 Setting Up Your Headset Follow the instructions that came with the headset. Wait a few moments after you plug in your headset before you do anything else. Note Special buttons on some devices, such as those to initiate a call via your headset, are not designed to work with Cisco Unified Personal Communicator. Volume and mute buttons generally work. Setting Up Your Video Camera The software for supported Apple cameras is included with the Macintosh operating system software. 1-3

How to Set Up the Application Set up your camera following the instructions that came with it. Relaunch Cisco Unified Personal Communicator if it is running. Logging In Before You Begin Follow the procedures in the preceding sections. If you log in remotely, you must first connect to your corporate network, for example via virtual private network (VPN). Obtain the following information from your system administrator: Your username and password for Cisco Unified Personal Communicator. The IP address of the login server. Launch Cisco Unified Personal Communicator. Enter the information that you obtained in. Username and password are generally case-sensitive. Problems Logging In and Starting Up, page 10-2 Automating Login, page 1-6 Canceling Automatic Log In and Password Entry, page 1-7 1-4

How to Set Up the Application Setting Up Voice Mail Use this procedure if you want to access voice mail via Cisco Unified Personal Communicator. Step 5 Step 6 Obtain from your system administrator the username and password that you must enter into Cisco Unified Personal Communicator in order to use voice mail. Choose CiscoUPC > Preferences. Click Accounts. Click Unity Voicemail. Enter your login information. If your system administrator gave you two passwords, use the Cisco Unity Assistant (web) password. Click Save. Accessing Voice Mail, page 9-5 Setting Up Web Conferencing Note Anyone can participate in web conferencing. You generally need to follow this procedure in order to add web conferencing to a conversation. Obtain from your system administrator the username and password that you must enter into Cisco Unified Personal Communicator in order to use web conferencing. Choose CiscoUPC > Preferences. Click Accounts. 1-5

How to Set Optional Preferences Step 5 Step 6 Click MeetingPlace. Enter your login information for MeetingPlace. Click Save. Using Web Conferencing With Cisco Unified Personal Communicator, page 5-1 How to Set Optional Preferences Automating Login, page 1-6 Specifying Your Audio and Video Devices, page 1-7 Specifying Ringer Device and Volume, page 1-8 Choosing the Phone to Control, page 1-9 Specifying Your Preferred Contact Method, page 1-12 Specifying Your Contact Information, page 1-12 Automating Login Step 5 Launch the application Enter your username and password. Check Remember password in Keychain. (Optional) Check Automatically log in as: [user name]. Click Login. 1-6

How to Set Optional Preferences Logging In, page 1-4 Canceling Automatic Log In and Password Entry Choose CiscoUPC > Preferences. Click Profile. Uncheck options in the Log in section. Logging In, page 1-4 Specifying Your Audio and Video Devices Choose which speaker, microphone, and video devices you want to use during soft phone calls. Before You Begin Set up your devices following the instructions in Setting Up Your Headset, page 1-3 and Setting Up Your Video Camera, page 1-3. Step 5 Plug in the devices that you will choose. Relaunch Cisco Unified Personal Communicator. Choose CiscoUPC > Preferences. Click Audio / Video. Choose devices as applicable. 1-7

How to Set Optional Preferences Note If you change audio settings during a call, you may experience a brief interruption of audio while the change takes effect. If you unplug a chosen device during a call, your speaker or microphone will change to the corresponding system default device, if any is available. If you unplug your only video device, and if you have an available audio device, your conversation will continue as audio-only. Otherwise, your call will end. You can pause itunes while you are on calls. Check the box in Audio/Video Preferences. Checking Your Speaking Volume, page 10-10 Specifying Ringer Device and Volume You can choose whether Cisco Unified Personal Communicator notifies you of incoming calls via the built-in speakers in your computer (if any) or via a headset or other audio device. Before You Begin Set up your chosen audio device and verify that it works. Step 5 Plug in the device that you will choose. Relaunch Cisco Unified Personal Communicator. Choose CiscoUPC > Preferences. Click Audio / Video. Choose a ringer device. 1-8

How to Set Optional Preferences Step 6 Use the volume slider to set the ringer volume. Note Muting your audio by any method may prevent you from hearing the soft phone ring when someone calls you. If the device you chose becomes unavailable, you will hear ringing through the system default audio device. Make sure your system setting for sound output volume is set high enough for you to hear the ringer. The ringer volume setting in Cisco Unified Personal Communicator Preferences is a percentage of the volume setting in the System Preferences. Your desk phone will always ring. Choosing the Phone to Control Cisco Unified Personal Communicator can work with a Cisco Unified IP Phone such as the one on your desk, or work independently as a soft phone. If the phone mode is set to soft phone, you can use your desk phone, but calls you make using your desk phone do not appear in the Recent Communications list. Roll your mouse over the buttons near the top right of the main console to identify the Phone Mode button. Click to choose a Phone Mode option. Note If you want to use video, choose Soft Phone. 1-9

How to Set Optional Preferences Problems Choosing A Phone, page 10-3 Desk Phone Device Unavailable, page 10-3 Choosing the Associated Desk Phone, page 1-10 Choosing the Associated Desk Phone By default, the Cisco Unified IP Phone on your desk is the desk phone associated with Cisco Unified Personal Communicator. If your system administrator has enabled this feature, you may be able to associate Cisco Unified Personal Communicator with a different desk phone. For example, you may be able to temporarily use a phone in a conference room as if it were the phone on your own desk. Go to the phone that you want to associate with Cisco Unified Personal Communicator and log in to the EM Services. For information, see the documentation for your phone. You can skip this step if you know that the phone is assigned exclusively to you. Launch Cisco Unified Personal Communicator if it is not running. Roll your mouse over the buttons near the top right of the main console to identify the Phone Mode button Click the Phone Mode button and choose Desk Phone. Step 5 Click and choose Choose Desk Phone. Step 6 Click a phone in the list to select it. Use the information in the table to help you identify the phones in the list: 1-10

How to Set Optional Preferences Column Number Column Name Description 1 Device status This icon identifies the currently associated desk phone. 2 Device type Hover your mouse pointer over the icon to identify the model of the phone. 3 Name To modify this field to identify a phone for future reference: Double-click the name and enter a name of your choice. 4 Device Name Number printed on the MAC label on the bottom of the phone. 5 Lines Phone numbers (extensions) available via this phone. Note Click Restore Default to choose the phone on your own desk after you have changed it. Skip the rest of the steps in this procedure. Step 7 Step 8 Step 9 Click Control Selected Device. Click OK. Wait a few moments for the change to take effect. Note Not all phones are necessarily available for this purpose. If the phone you want to choose is not available to you, contact your system administrator. Choosing the Phone to Control, page 1-9 Desired Desk Phone Is Not Listed, page 10-4 1-11

How to Set Optional Preferences Where to Find More Documentation, page 1-13 Specifying Your Preferred Contact Method The method you choose for preferred contact method determines two things: The type of communication (such as phone or instant message) that Cisco Unified Personal Communicator will initiate when you double-click a name in a list. The method that you want people to use to contact you. By default, preferred contact method is Phone. Roll your mouse over the buttons near the top right side of the console to locate the Preferred Contact button. Click and choose an option. Specifying Your Contact Information, page 1-12 Identifying the Preferred Contact Method of Other People, page 8-4 Specifying Your Contact Information You can specify the phone number and e-mail address that Cisco Unified Personal Communicator will use to contact you when you are logged in to Cisco Unified Personal Communicator and people contact you from a list in Cisco Unified Personal Communicator. If you do not specify preferred contact information, or you are not logged in to Cisco Unified Personal Communicator, Cisco Unified Personal Communicator uses your contact information in the corporate directory. 1-12

Where to Find More Documentation Choose CiscoUPC > Preferences. Click Profile. Add the Preferred phone and Preferred e-mail: a. Double-click Add/Remove... b. Enter the contact information in New. c. Click Add. d. Click Done. Choose your preferred phone number and e-mail address from the pop-up menus in. Specifying Your Preferred Contact Method, page 1-12 Where to Find More Documentation The following documentation is available for this product: Quick Start Guide http://www.cisco.com/en/us/products/ps6844/products_user_guide_list.html Online Help Choose Help > CiscoUPC Help. In the web conferencing window, click the Help menu. Updated Documentation (PDF) The most current version of this document is available in English as a PDF file at: http://www.cisco.com/en/us/products/ps6844/products_user_guide_list.html 1-13

Cisco Product Security Overview Documentation in Languages Other Than English http://www.cisco.com/en/us/products/ps6844/tsd_products_support_translated_ end_user_guides_list.html Accessibility Information http://www.cisco.com/en/us/products/ps6844/products_user_guide_list.html The following documentation is available for products related to this product: Documentation for Cisco Unified MeetingPlace Web Conferencing http://www.cisco.com/en/us/products/sw/ps5664/ps5669/products_user_guide_ list.html Documentation for Cisco Unified MeetingPlace Express http://www.cisco.com/en/us/products/ps6533/products_user_guide_list.html Documentation for Your Cisco Unified IP Phone (Desk Phone) http://www.cisco.com/en/us/products/hw/phones/ps379/products_user_guide_li st.html Documentation for IP Phone Messenger (IPPM) and the Cisco Unified Presence User Options Web Pages: http://cisco.com/en/us/products/ps6837/products_user_guide_list.html Documentation for Cisco Unified Communications Manager User Options Web Pages or Cisco Unified CallManager User Options Web Pages: http://www.cisco.com/en/us/products/hw/phones/ps379/products_user_guide_li st.html Cisco Product Security Overview This product contains cryptographic features and is subject to United States and local country laws governing import, export, transfer and use. Delivery of Cisco cryptographic products does not imply third-party authority to import, export, distribute or use encryption. Importers, exporters, distributors and users are 1-14

Upgrading Cisco Unified Personal Communicator responsible for compliance with U.S. and local country laws. By using this product you agree to comply with applicable laws and regulations. If you are unable to comply with U.S. and local laws, return this product immediately. A summary of U.S. laws governing Cisco cryptographic products may be found at: http://www.cisco.com/wwl/export/crypto/tool/stqrg.html. If you require further assistance please contact us by sending e-mail to export@cisco.com. Upgrading Cisco Unified Personal Communicator Quit Cisco Unified Personal Communicator. Uninstall the existing application following the instructions in Uninstalling Cisco Unified Personal Communicator, page 1-15. Follow the procedure in the Installing Cisco Unified Personal Communicator, page 1-2. Uninstalling Cisco Unified Personal Communicator Quit Cisco Unified Personal Communicator. Quit the Address Book application. Move the following items to the trash: 1-15

Uninstalling Cisco Unified Personal Communicator This Item The Cisco Unified Personal Communicator application CiscoUPC_Dialer.bundle Cisco folder and Cisco Unified Personal Communicator folder (If they exist) Cisco folder (If it exists) Cisco folder (If it exists) com.cisco.ciscoupc.plist file and com.cisco.problemreporting Assistant.plist (If they exist) In this Folder <Your hard disk>/applications/ <Your hard disk>/library/address Book Plug-Ins/ and <Your hard disk>/users/<your user name>/library/address Book Plug-Ins/ <Your hard disk>/users/<your user name>/library/caches/ <Your hard disk>/users/<your user name>/library/logs/ <Your hard disk>/users/<your user name>/library/preferences/ <Your hard disk>/users/<your user name>/library/preferences/ Empty the trash. If you see a message that the operation cannot be completed because the Dialer is in use, quit the Address Book application, then empty the trash again. 1-16