Associate Users with Endpoints

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Users to Endpoints Association Overview, page 1 Prerequisites, page 1 Users and Devices Configuration Task Flow, page 1 Interactions and Restrictions, page 5 Users to Endpoints Association Overview This chapter describes how to associate devices with end users and application users. End users can control the devices that you associate with them. Applications that are identified as users can control devices, such as phones and Computer Telephony Integration (CTI) ports. Prerequisites Configure end users and application users before you associate them with endpoints. See Associate End Users with Devices, on page 2 and Associate Application Users with Devices, on page 5. Users and Devices Configuration Task Flow Procedure Command or Action Purpose Step 1 Associate End Users with Devices, on page 2. Associate end users with devices. Step 2 Associate Application Users with Devices, on page 5. Associate application users with devices. 1

Associate End Users with Devices Associate End Users with Devices Cisco Unified Communications Manager does not allow duplicate end user IDs. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 From Cisco Unified CM Administration, choose User Management > End User. From the Find and List Application Users window, click Find. From the window that displays a list of end users, click the link for the relevant end user. From the End User Configuration window, scroll down to the Device Information area and select the devices that you want to associate with the end user. In the Available Devices box, choose a device that you want to associate with the application user and click the down arrow below the box. Note If no devices exist in the Device Information area, click the Device Association button to open the User Device Association window. Select one or multiple devices and click the Save Selected/Changes button. The selected devices appear in the Controlled Devices list box of the Device Information area. Then, follow Steps 1 to 4 and associate a device. (Optional) To associate a line appearance to an end user for presence and to enable the on-the-phone status information to IM and Presence clients when this line appearance is off-hook, click the Line Appearance Association from Presence button. The Line Appearance Association for Presence window appears from where you can choose product type, device name, directory, partition, or description. The choices available in this window depend on the lines associated with the controlled devices. Click Save. Configure the fields from the End User Configuration window. See the Related Topics section for more information about the fields and their configuration options. Click Save. What to Do Next Associate Application Users with Devices, on page 5. Related Topics End User and Device Configuration Settings, on page 2 End User and Device Configuration Settings Field User Information User ID Enter the end user identification name. Cisco Unified Communications Manager does not permit modifying the user ID after it is created. You may use the following special characters: =, +, <, >, #, ;, \,,, and blank spaces. 2

Associate End Users with Devices Field Password PIN Last Name Middle Name First Name Enter five or more alphanumeric or special characters for the end user password. You may use the following special characters: =, +, <, >, #, ;, \,,, and blank spaces Enter five or more numeric characters for the Personal Identification Number. Enter the end user last name. You may use the following special characters: =,+, <, >, #, ;, \,,, and blank spaces Enter the end user middle name. You may use the following special characters: =,+, <, >, #, ;, \,,, and blank spaces Enter the end user first name. You may use the following special characters: =,+, <, >, #, ;, \,,, and blank spaces Device Associations Product Type MAC Address Calling Search Space DN Calling Search Space Phone From the drop-down list, choose the type of device to associate with this end user. Enter a unique MAC address for the new device that you are associating with the new user. The MAC address comprises exactly 12 hexadecimal digits (0 to 9, A to F). From the drop-down list, choose the calling search space for the directory number that you are associating with this user and device. From the drop-down list, choose the calling search space for the phone that you are associating with this user and device. 3

Associate End Users with Devices Field External Phone Number Mask Specify the mask that is used to format caller ID information for external (outbound) calls that are made from the associated device. The mask can contain up to 24 characters. Valid characters specify 0 to 9, *, #, and X. Enter the literal digits that you want to appear in the caller ID information and use Xs to represent the directory number of the associated device. If you specify a mask of 972813XXXX, an external call from extension 1234 displays a caller ID number of 9728131234 if the Use External Phone Number Mask option is checked on the route pattern that is used to make the external call. If you specify a mask of all literal digits, such as 9728135000 to represent a main attendant number, that literal number (9728135000) displays as the caller ID for an external call from any associated device. Extension Route Partition Voice Mail Profile Enable Extension Mobility Enter an extension for the new user and phone. You may use the following characters: 0 to 9,?, [, ], +, -, *, ^, #,!. This field represents the primary directory number for the end user. End users can have multiple lines on their phones. From the drop-down list, choose a partition for the directory number that you specified in the Extension field. From the drop-down list, choose a voice mail profile for the directory number. Choose None to use the system default. Check this check box to enable extension mobility. After you add the new user, you can use the User Management > End User menu option to choose an Extension Mobility profile. 4

Associate Application Users with Devices Associate Application Users with Devices You can associate devices over which application users have control. Application users can control devices, such as phones. Applications that are identified as users can control other devices, such as CTI ports. When application users have control of a phone, they can control certain settings for that phone, such as speed dial and call forwarding. Before You Begin Associate End Users with Devices, on page 2. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 From Cisco Unified CM Administration, choose User Management > Application User. appears. From the Find and List Application Users window, click Find. From the list of application users, click the link for the relevant Application User. From the Application User Configuration window, scroll down to the Device Information area. In the Available Devices box, choose a device that you want to associate with the application user and click the down arrow below the box. The device is moved to the Controlled Devices box. To add to the list of available devices, click one of the following buttons: Find more Phones To find the phones to associate with this application user. Find more Route Points To find the CTI route points to associate with this application user. Find more Pilot Points To find the pilot points to associate with this application user. Step 6 Step 7 Repeat Step 5 for each device that you want to assign to the application user. Click Save. Interactions and Restrictions Interactions Table 1: Users with Endpoints Association Interactions Feature Non-CTI-controllable devices Interaction For devices that are not CTI-controllable, such as H.323 devices, an asterisk (*) appears next to the device icon in the list of available devices. 5

Restrictions Feature Cisco Extension Mobility IM and Presence Service Interaction Use Cisco Extension Mobility feature to configure a Cisco Unified IP Phone to temporarily display as the phone of an end user. The end user can sign in to a phone, and the Extension Mobility profile (including line and speed-dial numbers) for the end user resides on the phone. This feature applies primarily in environments where end users are not permanently assigned to physical phones. Use Cisco Unified Communications Manager Administration to assign end users to IM and Presence Service server nodes and clusters for end users to receive the availability and Instant Messaging services of IM and Presence Service. Restrictions Table 2: Users with Endpoints Association Restrictions Restriction Modification of end user information You can modify end user information only if synchronization with an LDAP server is not enabled. To check whether synchronization with an LDAP server is enabled, choose System > LDAP > LDAP System. 6