The documentation set for this product strives to use bias-free language. For the purposes of this documentation set, bias-free is defined as language that does not imply discrimination based on age, disability, gender, racial identity, ethnic identity, sexual orientation, socioeconomic status, and intersectionality. Exceptions may be present in the documentation due to language that is hardcoded in the user interfaces of the product software, language used based on RFP documentation, or language that is used by a referenced third-party product. Learn more about how Cisco is using Inclusive Language.

Providing information on every task involved in installing and configuring Cisco Unified Communications Manager is beyond the scope of this document. The purpose of this chapter is to provide a high-level workflow of the tasks you should complete to set up your environment. See the appropriate documentation for Cisco Unified Communications Manager to review detailed information and ensure you complete the installation and configuration tasks specific to your deployment.


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Adding a directory to your environment populates the Cisco Unified Communications Manager database with user data that resides on your directory server. Completing this task provides Cisco Unified Communications Manager with users in your environment who you can add to profiles and to whom you can provision capabilities.

The amount of time it takes for the synchronization process to complete depends on the number of users that exist in your directory. If you synchronize a large directory with thousands of users, you should expect the process to take some time.

User data from your directory server is synchronized to the Cisco Unified Communications Manager database. Cisco Unified Communications Manager then synchronizes the user data to the Cisco Unified Presence database.

You create a service profile that contains the configuration settings for the services you add on Cisco Unified Communications Manager. You add the service profile to the end user configuration for your Cisco UC Integration for Microsoft Lync users. Cisco UC Integration for Microsoft Lync can then retrieve settings for available services from the service profile.

The first step in creating a software phone device is to create a SIP profile so that you can enable video desktop sharing. You cannot edit or configure the default SIP profile. You must create a new SIP profile.

Binary Floor Control Protocol (BFCP) provides video desktop sharing capabilities for CSF devices. Cisco Unified Communications Manager handles the BFCP packets users transmit when using video desktop sharing capabilities. BFCP presentation sharing is automatically enabled on Cisco Unified Communications Manager version 9.0(1) and higher.

You should use the CSFusername format for CSF device names. For example, you need to create a device name for Tanya Adams whose username is tadams. Tanya's device name should be CSFtadams.

You must add directory numbers to devices in Cisco Unified Communications Manager. This topic provides instructions on adding directory numbers using the Device > Phone menu option after you create your device. Under this menu option, only the configuration settings that apply to the phone model or CTI route point display. See the Cisco Unified Communications Manager documentation for more information about different options to configure directory numbers.

To use secure phone capabilities, you must configure the Cisco Unified Communications Manager security mode using the Cisco CTL Client. You cannot use secure phone capabilities with the nonsecure security mode. At a minimum, you must use mixed mode security.

Key size refers to the bit length of the public and private keys that the client generates during the CAPF enrollment process. The client has been tested using authentication strings with 1024 bit length keys. The client requires more time to generate 2048 bit length keys than 1024 bit length keys. As a result, if you select 2048, you should expect it to take longer to complete the CAPF enrollment process.

The client always uses port 5061 to connect to Cisco Unified Communications Manager when you apply a secure phone profile. The port that you specify in this field only takes effect if you select Non Secure as the value for Device Security Mode.

The time it takes for the enrollment process to complete can vary depending on the specifications of the user's computer and the current load for Cisco Unified Communications Manager. It can take up to one minute for the client to complete the CAPF enrollment process.

If you enable secure phone capabilities for users, their CSF device connections to Cisco Unified Communications Manager are secure. If the other end point also has a secure connection to Cisco Unified Communications Manager, then the call can be secure. However, if the other end point does not have a secure connection to Cisco Unified Communications Manager, then the call is not secure.

However, not all versions of Cisco Unified Communications Manager provide the ability to display the lock icon. If the version of Cisco Unified Communications Manager you are using does not provide this ability, the client cannot display a lock icon even when it sends encrypted media.

The client downloads and stores certificate trust lists whenever you configure Cisco Unified Communications Manager security as mixed mode. Certificate trust lists enable the client to verify the identity of Cisco Unified Communications Manager servers.

On conference, or multi-party, calls, the conferencing bridge must support secure phone capabilities. If the conferencing bridge does not support secure phone capabilities, calls to that bridge are not secure. Likewise, all parties must support a common encryption algorithm for the client to encrypt media on conference calls.

CSF device security reverts to the lowest level available on multi-party calls. For example, user A, user B, and user C join a conference call. User A and user B have CSF devices with secure phone capabilities. User C has a CSF device without secure phone capabilities. In this case, the call is not secure for all users.

Multiple users can have unique credentials for the client and share the same Windows account. However, the secure CSF devices are restricted to the Windows account that the users share. Users who share the same Windows account cannot make calls with their secure CSF devices from different Windows accounts.

You should ensure that multiple users who share the same Windows account have CSF devices with unique names. Users cannot register their CSF devices if they share the same Windows account and have CSF devices with identical names, but connect to different Cisco Unified Communications Manager clusters.

For example, user A has a CSF device named CSFcompanyname and connects to cluster 1. User B has a CSF device named CSFcompanyname and connects to cluster 2. In this case, a conflict occurs for both CSF devices. Neither user A or user B can register their CSF devices after both users log in to the same Windows account.

The client caches the certificates for each user's secure CSF device in a location that is unique to each Windows user. When a user logs in to their Windows account on the shared computer, that user can access only the secure CSF device that you provision to them. That user cannot access the cached certificates for other Windows users.

Cisco UC Integration for Microsoft Lync users can use their computers to control desk phone and place audio calls. This topic describes how to create desk phone devices on Cisco Unified Communications Manager.

If possible, you should enable desk phone video capabilities on the device configuration. However, certain phone models do not include the Video Capabilities drop-down list at the device configuration level. In this case, you should open the Common Phone Profile Configuration window and then select Enabled from the Video Calling drop-down list.

If users have both wireless and wired connections available, they should configure Microsoft Windows so that wireless connections do not take priority over wired connections. See the following Microsoft documentation for more information: An explanation of the Automatic Metric feature for Internet Protocol routes.

Cisco UC Integration for Microsoft Lync uses video rate adaptation to negotiate optimum video quality. Video rate adaptation dynamically increases or decreases video quality based on network conditions.

You should add a remote destination through the Cisco Unified CM Administration interface if you plan to provision users with dedicated CTI remote devices. This task ensures that users can automatically control their phones and place calls when they start the application.

If you plan to provision users with CTI remote devices along with software phone devices and desk phone devices, you should not add a remote destination through the Cisco Unified CM Administration interface. Users can enter remote destinations through the client interface.

You must associate users with software phone and desk phone devices on Cisco Unified Communications Manager. Associating users with devices allows the users to access those devices and send or receive audio and video calls.

Directory lookup dial rules transform caller ID numbers into numbers that Cisco UC Integration for Microsoft Lync can lookup in the directory. Each directory lookup rule you define specifies which numbers to transform based on the initial digits and the length of the number. 152ee80cbc

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