Cisco Unified Communications Manager Version 11.5 Configuration Guide

System Configuration Guide for Cisco Unified Communications

Manager, Release 11.5(1)SU7 and SU8

First Published: 2020-08-25

Last Modified: 2021-04-26

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CHAPTER 1

System Configuration Overview

•About System Configuration, on page 1

•Configuration Tools Overview, on page 1

•System Configuration High-Level Flow, on page 3

About System Configuration

This document provides information about the tasks that you need to perform in order to configure the call

control system. It contains information such as task flows, procedures, and prerequisites.

For information about system planning, see http://www.cisco.com/c/en/us/support/unified-communications/

unified-communications-manager-callmanager/products-implementation-design-guides-list.html.

Configuration Tools Overview

The procedures in this guide require you to use the following two configuration tools:

• Cisco Unified Communications Manager Administration

• Cisco Unified Serviceability

This chapter provides a brief description of the tools and how to access them.

Cisco Unified Communications Manager Administration

Cisco Unified Communications Manager Administration Administration is a web-based application that allows

you to make individual, manual configuration changes to the Unified Communications Manager nodes. The

procedures in this guide describe how to configure features using this application.

If you need to perform bulk configuration tasks and want to automate the configuration process, you can use

the Unified Communications Manager Bulk Administration Tool (BAT) to make a large number of configuration

changes at the same time. For more information, see Bulk Administration Guide for Cisco Unified

Communications Manager.

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Log In to Cisco Unified CM Administration

Use the following procedure to log in to Cisco Unified Communications Manager Administration. After you

log in to Cisco Unified Communications Manager Administration, messages may display that indicate the

current state of licenses for Unified Communications Manager in the main window. For example, Unified

Communications Manager may identify the following situations:

• Unified Communications Manager currently operates with starter (demo) licenses, so upload the

appropriate license files.

• Unified Communications Manager currently operates with an insufficient number of licenses, so upload

additional license files.

• Unified Communications Manager does not currently use the correct software feature license. In this

case, the Cisco CallManager service stops and does not start until you upload the appropriate software

version license and restart the Cisco CallManager service.

Use the following procedure to browse into the server and log in to Cisco Unified CM Administration.

Procedure

Step 1 Start your preferred operating system browser.

Step 2 In the address bar of the web browser, enter the following case-sensitive URL:

https://<Unified CM-server-name>:{8443}/ccmadmin/showHome.do

where: <Unified CM-server-name> equals the name or IP address of the server

You can optionally specify a port number.

Note

Step 3 A Security Alert dialog box displays. Click the appropriate button.

Step 4 At the main Cisco Unified CM Administration window, enter the username and password that you specified

during Unified Communications Manager installation and click Login. (If you want to clear the content of

both fields, click Reset.)

For security purposes, Cisco Unified Communications Manager Administration logs you out after

30 minutes of inactivity, and you must log back in.

Note

Cisco Unified Communications Manager Serviceability

Some procedures in this guide require you to use the Cisco Unified Serviceability application to start or restart

services on the Unified Communications Manager nodes.

Cisco Unified Serviceability is a web-based troubleshooting tool that provides the following functionality:

• Saves alarms and events for troubleshooting and provides alarm message definitions.

• Saves trace information to log files for troubleshooting.

• Monitors real-time behavior of components through the Cisco Unified Real-Time Monitoring Tool

(Unified RTMT).

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System Configuration Overview

Log In to Cisco Unified CM Administration

• Provides audit capability by logging configuration changes to the system by a user or due to result of the

user action. This functionality supports the Information Assurance feature of Unified Communications

Manager and Cisco Unity Connection.

• Provides feature services that you can activate, deactivate, and view through the Service Activation

window.

• Generates and archives daily reports; for example, alert summary or server statistic reports.

• Allows Unified Communications Manager, IM and Presence Service and Cisco Unity Connection to

work as a managed device for Simple Network Management Protocol (SNMP) remote management and

troubleshooting.

• Monitors the disk usage of the log partition on a node (or all nodes in the cluster).

• Monitors the number of threads and processes in the system; uses cache to enhance the performance.

•Unified Communications Manager only: Generates Unified Communications Manager reports for

Quality of Service, traffic, and billing information through Cisco Unified Communications Manager

CDR Analysis and Reporting.

Log into Cisco Unified Communications Manager Serviceability

Use the following procedure to log in to Cisco Unified Serviceability.

Procedure

Step 1 Start your preferred operating system browser.

Step 2 In the address bar of the web browser, enter the following case-sensitive URL:

https://<Unified CM-server-name>:{8443}/ccmadmin/showHome.do

where: <Unified CM-server-name> equals the name or IP address of the server

Step 3 A Security Alert dialog box displays. Click the appropriate button.

Step 4 From Cisco Unified CM Administration, choose Cisco Unified Serviceability from the Navigation menu

drop-down list and click Go.

Step 5 Enter the username and password that you specified during Unified Communications Manager installation

and click Login.

For security purposes, the system logs you out after 30 minutes of inactivity, and you must log back

in.

Note

System Configuration High-Level Flow

Complete your system configuration in the following order. The steps link to sections with configurations for

a group of common system components.

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Log into Cisco Unified Communications Manager Serviceability

Procedure

PurposeCommand or Action

Complete the configurations in this part of the

guide to configure the initial parameters for

Initial Configuration Task Flow, on page 9

Step 1

the system, such as licensing, server

information, device pools, and port settings.

Complete the configurations in this part of the

guide to configure gateways and survivable

remote telephony systems.

Inbound and Outbound Calling Configuration,

on page 61

Step 2

Complete the configurations in this part of the

guide to configure the elements of the dial

Dial Plan Configuration, on page 111

Step 3

plan, including the route plan, hunt pilots

transformations, and URI dialing.

Complete the configurations in this part of the

guide to configure call admission control.

Call Admission Control Configuration, on page

203

Step 4

Complete the configurations in this part of the

guide to configure roles and access control

End User Configuration, on page 223

Step 5

groups, and to configure end users and their

profiles.

Complete the configurations in this part of the

guide to configure endpoint devices such as

Endpoint Device Configuration, on page 281

Step 6

analog telephone adaptors (ATAs), Cisco IP

Phones, third-party SIP phones, and

software-based endpoints. This part also

describes how to configure templates and

profiles for endpoint devices, and how to

enable diagnostics and reporting for Cisco IP

phones.

Complete the configurations in this part of the

guide to configure Cisco Unified

Integrate Applications, on page 385

Step 7

Communications Manager to work with other

applications, such as CTI applications, Cisco

Unity Connection, Cisco IM and Presence

Service, Unified Contact Center Enterprise and

Express, and Cisco TelePresence.

Complete the configurations in this part of the

guide to configure audio and video resources,

Media Resources Configuration Task Flow,

on page 435

Step 8

annunciators, transcoders, media termination

points, and conference bridges.

Complete the configurations in this part of the

guide to automatically register endpoint

Registering Devices, on page 505

Step 9

devices, or to manually register endpoint

devices.

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System Configuration Overview

System Configuration High-Level Flow

PurposeCommand or Action

Complete the configurations in this part of the

guide to configure call controls, including how

Advanced Call Handling Configuration, on

page 539

Step 10

calls are advertised, queued, and throttled. This

part also describes how to configure logical

partitioning, calling party normalization,

geolocation conveyance, automated alternate

routing (AAR), and multilevel precedence and

preemption (MLPP).

This part of the guide provides information

about the ports that Unified Communications

Cisco Unified Communications Manager TCP

and UDP Port Usage Overview, on page 655

Step 11

Manager and the IM and Presence Service useIM and Presence Service Port Usage

Overview, on page 673 for intracluster connections and for

communication with external applications or

devices.

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System Configuration High-Level Flow

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System Configuration Overview

System Configuration High-Level Flow

PART I

Configure Initial Parameters for the System

•Initial Configuration Overview, on page 9

•Configure System Licensing, on page 11

•Configure Server Information , on page 19

•Configure System and Enterprise Parameters, on page 25

•Configure Service Parameters, on page 35

•Configure Core Settings for Device Pools, on page 41

CHAPTER 2

Initial Configuration Overview

•About Initial Configuration, on page 9

•Initial Configuration Task Flow, on page 9

About Initial Configuration

The chapters in this section describe the initial setup tasks that you must complete before you begin to configure

the call control system.

Initial Configuration Task Flow

Procedure

PurposeCommand or Action

Manage the license requirements for your

system.

System Licensing Configuration Task Flow, on

page 12

Step 1

Configure basic server information, such as the

server name and port settings.

Server Configuration Task Flow, on page 19

Step 2

Configure the system-wide parameters that are

required when you set up a node for the first

time.

Initial System and Enterprise Configuration

Task Flow, on page 25

Step 3

Configure the service parameters that are

required when you set up a node for the first

time.

Service Parameters Configuration Task Flow,

on page 35

Step 4

Configure core system settings, such as a server

group, time zone information, and a region

Core Settings for Device Pools Configuration

Task Flow, on page 47

Step 5

(codec selection). These settings are

fundamental and become the foundation for

basic device pools.

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Configure Initial Parameters for the System

Initial Configuration Task Flow

CHAPTER 3

Configure System Licensing

•System Licensing Overview, on page 11

•System Licensing Prerequisites, on page 12

•System Licensing Configuration Task Flow, on page 12

•Licensing Interactions and Restrictions, on page 16

System Licensing Overview

Your system uses centralized license management, whereby license usage moves away from the device-based

licensing and towards user-based licensing. This user-centered model matches the overall requirements of

your system and what your users actually use—for example, multiple devices that are associated with one

user. From this model, licensing for your system is determined by the total number of users itself, user features,

and configured devices.

The following licensing options are available to cover your users' needs:

Cisco Unified Workspace Licensing

Cisco Unified Workspace Licensing (UWL) provides the most popular bundles of Cisco Collaboration

applications and services in a cost-effective, simple package. It includes soft clients, applications server

software, and licensing on a per-user basis.

Cisco User Connect Licensing

A per-user based license for individual Cisco Unified Communications applications, that includes the

applications server software, user licensing, and a soft client. Depending the type of device and number

of devices that you require, User Connect Licensing (UCL) is available in essential, basic, enhanced,

and enhanced plus versions.

For more information about these license types and the versions in which they are available, see

http://www.cisco.com/c/en/us/products/unified-communications/unified-communications-licensing/

index.html.

Cisco Prime License Manager

Cisco Prime License Manager consolidates all license requirements from all Cisco Unified Communications

Managers in your system and compares the total requirements to the number of available licenses installed.

When you provision users, phones, or other services in your system, license requirements are calculated. After

this step, the Cisco Unified Communications Manager sends the corresponding license requirements to Cisco

System Configuration Guide for Cisco Unified Communications Manager, Release 11.5(1)SU7 and SU8

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Prime License Manager. The license then compares your system license requirements with the available

licenses installed, and reports back license compliance or non-compliance. They continually synchronize data

and keep your system licensing snapshot up to date.

System Licensing Prerequisites

• Understand the unified communications (UC) licensing structure. See http://www.cisco.com/c/en/us/

products/unified-communications/unified-communications-licensing/index.html.

• Complete the installation steps for Cisco Prime License Manager. For more information about this

process, see the Cisco Prime License Manager User Guide at http://www.cisco.com/c/en/us/support/

cloud-systems-management/prime-license-manager/products-user-guide-list.html.

If you are migrating your licenses from a previous release, verify the following requirements:

• Run a report from the License Count Utility (Releases from 6.x to 8.x). For detailed information about

how to use this tool, see Using Cisco Unified Communications Manager License Count Utility at

http://www.cisco.com/c/en/us/support/unified-communications/

unified-communications-manager-callmanager/products-maintenance-guides-list.html

• Apply all pre-9.x licenses to your Unified Communications Manager before you upgrade.

• Match devices and users by running the Cisco Device Assignment Tool. For detailed information about

how to use this tool, see the User Guide for Cisco Device Assignment Tool at http://www.cisco.com/c/

en/us/support/unified-communications/unified-communications-manager-callmanager/

products-installation-and-configuration-guides-list.html.

To obtain migration support, select one of the following options:

• Open your service request through the web: https://tools.cisco.com/ServiceRequestTool/scm/mgmt/case

• Open any service request through [email protected] (include Cisco.com user ID)

• Open a service request by telephone using country-specific numbers: http://www.cisco.com/c/en/us/

support/web/tsd-cisco-worldwide-contacts.html

System Licensing Configuration Task Flow

Procedure

PurposeCommand or Action

Add your Unified Communications Manager

publisher node to the Cisco Prime License

Integrate Your Cluster with Cisco Prime

License Manager, on page 13

Step 1

Manager as a product instance. This task

ensures synchronization of licensing

requirements and usage between the two

systems. Cisco Prime License Manager polls

your system every 24 hours. You add the cluster

by adding the publisher node.

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System Licensing Prerequisites

PurposeCommand or Action

Synchronize your cluster with Cisco Prime

License Manager in order to upload all device

Synchronize Your Cluster, on page 14

Step 2

data from the cluster and allow the license

manager to allocate the licenses.

To obtain new licenses for your system, walk

through the add licenses wizard to prepare your

license request.

Create a License Plan, on page 14

Step 3

Follow the license fulfillment procedure to

install the applicable licenses for your system.

Install the License File, on page 15

Step 4

These steps ensure that your system is in

compliance.

Integrate Your Cluster with Cisco Prime License Manager

Add your Unified Communications Manager publisher node to the Cisco Prime License Manager as a product

instance. This task ensures synchronization of licensing requirements and usage between the two systems.

Cisco Prime License Manager polls your system every 24 hours. You add the cluster by adding the publisher

node.

Before you begin

Install the remaining licenses to the product instance that you want to add. This steps ensure that those licenses

are eligible for migration.

Check the status of you account by using the following command: show accountlocking. You must set the

account locking setting to disabled to avoid a 401 error when you attempt to add the product instance.

Procedure

Step 1 Log in to Cisco Prime License Manager using the application username and password that you created when

you completed the installation.

Step 2 Select Product Instances.

Step 3 Click Add. The Product Add dialog box appears.

Step 4 Enter the following information:

•Name

•Description (optional)

•Product Type

•Hostname/IP Address

•Username

•Password

Credentials are the OS Administration username and password of the product.

Note

Step 5 Click OK to add the product instance.

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Integrate Your Cluster with Cisco Prime License Manager

Step 6 Once the product instance has been successfully added, the product appears in the Product Instances table.

On the Product Instances page, click Synchronize Now to request the licensing information from

the new product. If you do not synchronize, current product instance information will not appear

in Cisco Prime License Manager until the next scheduled synchronization is completed..

Note

Synchronize Your Cluster

Synchronize your cluster with Cisco Prime License Manager in order to upload all device data from the cluster

and allow the license manager to allocate the licenses.

Before you begin

If you have more than one cluster, we recommend that you add all your clusters before you perform your first

synchronization.

Note

Procedure

Step 1 In Cisco Prime License Manager, select Product Instances.

Step 2 Click Synchronize Now.

A message appears that confirms the synchronization is complete.

Create a License Plan

To obtain new licenses for your system, walk through the add licenses wizard to prepare your license request.

Before you begin

Synchronize Your Cluster, on page 14

Procedure

Step 1 From the Licenses >Planning window in Cisco Prime License Manager, click Create an Add Licenses

Plan.

Step 2 From the Choose Product section, select the product type and license version of the product to which you

will be adding a licence. Click Next.

Step 3 From the License Counts section, adjust the number of licenses that will be allocated to each type of license

and click Save to save your changes for that license type. You may also choose to run a compliance check

by clicking Run Compliance Check, or reset the license values by clicking Reset Values. After the number

of licenses has been set, click Next.

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Synchronize Your Cluster

Clicking the arrow next to each license type reveals additional information about that license type.

Step 4 If your compliance check fails, you can return to License Counts to make additional changes. If the compliance

check passes, click Next to move to the next section.

Step 5 In Summary and Next Steps section, you can view and save a summary of the changes you made. You can

also enter your own summary name and description.

Step 6 To view the summary, click View Summary. The Save Summary in Cisco Prime License Manager option

is selected by default. A default name for the summary also appears in the Name field using the format

<product-type>-add-<date-time-stamp> format. Instructions for placing your order and fulfilling your licenses

also appear in this section.

Step 7 Click Finish

What to do next

Install the License File, on page 15

Install the License File

Follow the license fulfillment procedure to install the applicable licenses for your system. These steps ensure

that your system is in compliance.

Procedure

Step 1 From the Cisco Prime License Manager main menu, select Licenses >Fulfillment.

Step 2 In eFulfillment mode, click Fulfill Licenses from PAK.

Step 3 Select Add licenses from a new PAK and enter the Product Authorization Key (PAK) code.

If you have previously entered PAKs in Cisco Prime License Manager, you can select Add licenses from an

already-installed PAK that supports partial fulfillment. After you have selected that option, select the

existing PAK code from the drop-down menu.

Step 4 Click Next. If prompted for your Cisco.com account information, enter the username and password you

entered when you registered at Cisco.com.

Step 5 Click OK.

If there are licenses remaining to be fulfilled (and the PAK username and password are validated), the Fulfill

Licenses section appears.

Licenses can only be fulfilled using the cisco.com account to which they were initially issued.

Step 6 The licenses within the PAK are listed by SKU name. The numbers of each license are categorized under a

number of headings to indicate how many have been fulfilled and how many are remaining.

You can specify the number of licenses you want to fulfill by selecting Fulfill in the Actions column for that

license type. In the Fulfill Licenses window you can specify the license version, feature, or both, and click

Save then click OK to close the window. The updated count now appears in the Fulfill column of the Fulfill

Licenses table.

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Install the License File

Some PAKs are not eligible for partial fulfillment. These PAKs are packaged together, so they can

only be fulfilled at a single Cisco Prime License Manager in a single transaction. For example, an

NFR (not-for-resale) order is sold as a package with 20 CUWL Pro Unified CM and Unity Connection

licenses and five TelePresence Room licenses.

Note

If licenses are listed as "Fulfilled" (under "Before Fulfillment" in the Fulfill Licenses table), those

licenses have previously been fulfilled by this or another Cisco Prime License Manager.

Note

Once you have fulfilled your licenses as selected, you may wish to click Run Compliance Check

to ensure that you are in compliance.

Note

Step 7 Click Next to review your changes. If you are not satisfied with your changes, click Previous to return to the

Fulfill Licenses section. If you are satisfied with the changes, click Next to move to the next section.

Step 8 Click Next in the Fulfill Licenses section opens the Transaction Options and License Agreement section. In

this section, you may enter a description (optional). You may also associate this transaction with a saved

license summary by selecting that option and then selecting the name of the license summary from the

drop-down list.

Step 9 Select the checkbox to accept the conditions of the End User License Agreement.

Step 10 Click Finish.

Upon successful completion of the e-Fulfillment process, the new fulfillment appears in the License Fulfillment

table.

Licensing Interactions and Restrictions

•System Licensing Interactions, on page 16

•System Licensing Restrictions, on page 17

System Licensing Interactions

Table 1: System Licensing Interactions

InteractionFeature

Users who are configured with extension mobility but have

no associated devices do not require an essential license.

Extension Mobility

MGCP FXS ports do not require licenses, because they are

not considered to be analog phones.

MGCP

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Licensing Interactions and Restrictions

InteractionFeature

Multi-purpose and immersive TelePresence devices are

licensed under a separate device license type of the

TelePresence Room license. The TelePresence Room license

covers both the TelePresence device and registered phone,

only if the same user ID is entered as the OwnerUserID field

for the TelePresence device as is entered for the phone.

If the same user ID is not entered as the owner user ID for

both the TelePresense device and the phone, then the device

and phone are not associated and two licenses are required:

one TelePresence Room license for the device and one

enhanced user connect license (UCL) for the phone. The

TelePresence touch device does not register, and therefore

does not require a separate license or the owner user ID

association.

TelePresence Room

System Licensing Restrictions

Table 2: System Licensing Restrictions

DescriptionRestriction

The essential, basic, and enhanced User Connect Licensing (UCL)

licenses support users with one associated device, where the user ID

is entered in the OwnerUserId field of one device. The Enhanced

Plus UCL license supports users with two associated devices. The

Unified Workspace Licensing (UWL) Standard and UWL premium

support users with three and up to ten associated devices.

Maximum Number of Devices Per

User

Some product authorization keys (PAKs) are not eligible for partial

fulfillment. These PAKs are packaged together, so they can only be

fulfilled at a single Cisco Prime License Manager. For example, a

not-for-resale (NFR) order is sold as a package with 20 CUWL Pro

Unified Communications Manager and Unity Connection licenses

as well as five TelePresence Room licenses.

Product Authorization Keys

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System Licensing Restrictions

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System Licensing Restrictions

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Cisco Unified Communications Manager Version 11.5 Configuration Guide

Cisco Unified Communications Manager Version 11.5 Configuration Guide

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