Cisco Unified Communications Manager Version 11.5 Configuration Guide

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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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System Configuration Overview
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 Overview
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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