Configure Softphone Configure Softphones Workflow

Configure Softphone Configure Softphones Workflow
Configure Softphone
• Configure Softphones Workflow, page 1
Configure Softphones Workflow
Procedure
Command or Action
Purpose
Step 1
Create and Configure Cisco Jabber Devices, Create at least one device for every user that
on page 1
will access Cisco Jabber.
Step 2
Configure User Associations
Step 3
Create Mobile SIP Profiles, on page 7.
Complete this task if you have Cisco Unified
Communications Manager release 9 and plan
to configure devices for mobile clients.
Step 4
Configure the Phone Security Profile, on
page 9
Complete this task to set up secure phone
capabilities for all devices.
Step 5
Provide Users with Authentication Strings,
on page 10
Create and Configure Cisco Jabber Devices
Create at least one device for every user that accesses Cisco Jabber. A user can have multiple devices.
Note
Users can only remove participants from a conference call when using the softphone(CSF) device for
calls.
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Configure Softphone
Create and Configure Cisco Jabber Devices
Before You Begin
• Install COP files.
• Enable mobility for each user for whom you plan to assign to a CTI remote device.
• Create SIP profiles if you have Cisco Unified Communications Manager release 9 or earlier and plan
to configure devices for mobile clients.
• Create the Phone Security Profile if you plan to set up secure phone capabilities for all devices.
• For Cisco Unified Communications Manager release 10 or later, ensure that the Cisco Certificate Authority
Proxy Function (CAPF) service parameters value for Certificate Issuer to Endpoint is Cisco Certificate
Authority Proxy Function, this is the only option supported by Cisco Jabber. For information on
configuring the CAPF service parameter see the Update CAPF Service Parameters topic in the Cisco
Unified Communications Manager Security Guides.
Procedure
Step 1
Log in to the Cisco Unified CM Administration interface.
Step 2
Step 3
Step 4
Select Device > Phone.
Select Add New.
From the Phone Type drop-down list, select the option that is applicable to the device type you are configuring
and then select Next.
• Cisco Unified Client Services Framework—Select this option to create a CSF device for Cisco Jabber
for Mac or Cisco Jabber for Windows.
• Cisco Dual Mode for iPhone—Select this option to create a TCT device for an iPhone.
• Cisco Jabber for Tablet—Select this option to create a TAB device for an iPad or an Android tablet.
• Cisco Dual Mode for Android—Select this option to create a BOT device for an Android device.
• CTI Remote Device—Select this option to create a CTI remote device.
CTI remote devices are virtual devices that monitor and have call control over a user's remote destination.
Step 5
From the Owner User ID drop-down list, select the user for whom you want to create the device.
For the Cisco Unified Client Services Framework option in a Phone mode deployment, ensure that User is
selected.
Step 6
In the Device Name field, use the applicable format to specify a name for the device:
If You Select
CTI Remote Device
Required Format
• When you select Owner User ID, the device
name field populates with CTIRD<owner user
ID>. You can change this value. The device
name does not have to begin with CTIRD.
• Valid characters: a–z, A–Z, 0–9, period (.),
underscore (_), hyphen (-).
• 15-character limit.
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Configure Softphone
Create and Configure Cisco Jabber Devices
If You Select
Cisco Unified Client Services Framework
Required Format
• Valid characters: a–z, A–Z, 0–9.
• 15-character limit.
Cisco Dual Mode for iPhone
• The device name must begin with TCT.
For example, if you create a TCT device for
user, Tanya Adams, whose username is tadams,
enter TCTTADAMS.
• Must be uppercase.
• Valid characters: A–Z, 0–9, period (.),
underscore (_), hyphen (-).
• 15-character limit.
Cisco Jabber for Tablet
• The device name must begin with TAB.
For example, if you create a TAB device for
user, Tanya Adams, whose username is tadams,
enter TABTADAMS.
• Must be uppercase.
• Valid characters: A–Z, 0–9, period (.),
underscore (_), hyphen (-).
• 15-character limit.
Cisco Dual Mode for Android
• The device name must begin with BOT.
For example, if you create a BOT device for
user, Tanya Adams, whose username is tadams,
enter BOTTADAMS.
• Must be uppercase.
• Valid characters: A–Z, 0–9, period (.),
underscore (_), hyphen (-).
• 15-character limit.
Step 7
If you are creating a CTI Remote Device, in the Protocol Specific Information section, select an appropriate
option from the Rerouting Calling Search Space drop-down list.
The Rerouting Calling Search Space defines the calling search space for rerouting and ensures that users can
send and receive calls from the CTI remote device.
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Configure Softphone
Create and Configure Cisco Jabber Devices
Step 8
Step 9
Step 10
Step 11
Step 12
Step 13
Step 14
To generate an authentication string that you can provide to end users to access their devices and securely
register to Cisco Unified Communications Manager, navigate to the Certification Authority Proxy Function
(CAPF) Information section.
From the Certificate Operation drop-down list, select Install/Upgrade.
From the Authentication Mode drop-down list, select By Authentication String or By Null String.
Click Generate String.
The Authentication String autopopulates with a string value. This is the string that you will provide to end
users.
From the Key Size (Bits) drop-down list, select the same key size that you set in the phone security profile.
In the Operation Completes By fields, specify an expiration value for the authentication string or leave as
default.
Specify remaining configuration settings in the Phone Configuration window as appropriate.
For more information about the remaining configuration settings, on the menu bar, click Help > This Page.
For detailed information about the settings in the Product Specific Configuration Layout section, click the
question mark icon.
Step 15 Select Save.
Step 16 Click Apply Config.
What to Do Next
Add a Directory Number to the device.
Add a Directory Number to the Device
After you create and configure each device, you must add a directory number to the device. This topic provides
instructions on adding directory numbers using the Device > Phone menu option.
Before You Begin
Create a device.
Procedure
Step 1
Locate the Association Information section on the Phone Configuration window.
Step 2
Step 3
Step 4
Click Add a new DN.
In the Directory Number field, specify a directory number.
In the Users Associated with Line section, click Associate End Users.
Step 5
Step 6
Step 7
Step 8
Step 9
In the Find User where field, specify the appropriate filters and then click Find.
From the list that appears, select the applicable users and click Add Selected.
Specify all other required configuration settings as appropriate.
Select Apply Config.
Select Save.
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Configure Softphone
Create and Configure Cisco Jabber Devices
Add a Remote Destination
Remote destinations represent the CTI controllable devices that are available to users.
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 client.
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.
Note
• You should create only one remote destination per user. Do not add two or more remote destinations
for a user.
• Cisco Unified Communications Manager does not verify if it can route remote destinations that you
add through the Cisco Unified CM Administration interface. For this reason, you must ensure that
Cisco Unified Communications Manager can route the remote destinations you add.
• Cisco Unified Communications Manager automatically applies application dial rules to all remote
destination numbers for CTI remote devices.
Procedure
Step 1
Step 2
Open the Cisco Unified CM Administration interface.
Select Device > Phone.
The Find and List Phones window opens.
Step 3
Specify the appropriate filters in the Find Phone where field to and then select Find to retrieve a list of
phones.
Select the CTI remote device from the list.
The Phone Configuration window opens.
Step 4
Step 5
Step 6
Locate the Associated Remote Destinations section.
Select Add a New Remote Destination.
The Remote Destination Information window opens.
Step 7
Specify JabberRD in the Name field.
Restriction
You must specify JabberRD in the Name field. The client uses only the JabberRD remote
destination. If you specify a name other than JabberRD, users cannot access that remote
destination.
The client automatically sets the JabberRD name when users add remote destinations through the client
interface.
Step 8 Enter the destination number in the Destination Number field.
Step 9 Specify all other values as appropriate.
Step 10 Select Save.
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Configure User Associations
What to Do Next
Complete the following steps to verify the remote destination and apply the configuration to the CTI remote
device:
1 Repeat the steps to open the Phone Configuration window for the CTI remote device.
2 Locate the Associated Remote Destinations section.
3 Verify the remote destination is available.
4 Select Apply Config.
Note
The Device Information section on the Phone Configuration window contains a Active Remote
Destination field.
When users select a remote destination in the client, it displays as the value of Active Remote Destination.
none displays as the value of Active Remote Destination if:
• Users do not select a remote destination in the client.
• Users exit or are not signed in to the client.
Configure User Associations
When you associate a user with a device, you provision that device to the user.
Before You Begin
Create and configure Cisco Jabber devices.
Procedure
Step 1
Step 2
Open the Cisco Unified CM Administration interface.
Select User Management > End User.
The Find and List Users window opens.
Step 3
Step 4
Specify the appropriate filters in the Find User where field and then select Find to retrieve a list of users.
Select the appropriate user from the list.
The End User Configuration window opens.
Step 5
Step 6
Step 7
Step 8
Step 9
Locate the Service Settings section.
Select Home Cluster.
Select the appropriate service profile for the user from the UC Service Profile drop-down list.
Locate the Device Information section.
Select Device Association.
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Configure Softphone
Create Mobile SIP Profiles
The User Device Association window opens.
Step 10 Select the devices to which you want to associate the user.
Step 11 Select Save Selected/Changes.
Step 12 Select User Management > End User and return to the Find and List Users window.
Step 13 Find and select the same user from the list.
The End User Configuration window opens.
Step 14 Locate the Permissions Information section.
Step 15 Select Add to Access Control Group.
The Find and List Access Control Groups dialog box opens.
Step 16 Select the access control groups to which you want to assign the user.
At a minimum you should assign the user to the following access control groups:
• Standard CCM End Users
• Standard CTI Enabled
Remember
If you are provisioning users with secure phone capabilities, do not assign the users to the
Standard CTI Secure Connection group.
Certain phone models require additional control groups, as follows:
• Cisco Unified IP Phone 9900, 8900, or 8800 series or DX series, select Standard CTI Allow Control
of Phones supporting Connected Xfer and conf.
• Cisco Unified IP Phone 6900 series, select Standard CTI Allow Control of Phones supporting
Rollover Mode.
Step 17 Select Add Selected.
The Find and List Access Control Groups window closes.
Step 18 Select Save on the End User Configuration window.
Create Mobile SIP Profiles
This procedure is required only when you use Cisco Unified Communication Manager release 9 and are
configuring devices for mobile clients. Use the default SIP profile provided for desktop clients. Before you
create and configure devices for mobile clients, you must create a SIP profile that allows Cisco Jabber to stay
connected to Cisco Unified Communication Manager while Cisco Jabber runs in the background.
If you use Cisco Unified Communication Manager Release 10, choose the Standard SIP Profile for Mobile
Device default profile when you create and configure devices for mobile clients.
Procedure
Step 1
Step 2
Open the Cisco Unified CM Administration interface.
Select Device > Device Settings > SIP Profile.
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Configure Softphone
Create Mobile SIP Profiles
The Find and List SIP Profiles window opens.
Step 3
Do one of the following to create a new SIP profile:
• Find the default SIP profile and create a copy that you can edit.
• Select Add New and create a new SIP profile.
Step 4
In the new SIP profile, set the following values:
• Timer Register Delta = 120
• Timer Register Expires = 720
• Timer Keep Alive Expires = 720
• Timer Subscribe Expires = 21600
• Timer Subscribe Delta = 15
Step 5
Select Save.
Setting up System SIP Parameters
If you are connected to a low-bandwidth network and finding it difficult to take an incoming call on your
mobile device, you can set the system SIP parameters to improve the condition. Increase the SIP Dual Mode
Alert Timer value to ensure that calls to the Cisco Jabber extension are not prematurely routed to the
mobile-network phone number.
Before You Begin
This configuration is only for mobile clients.
Cisco Jabber must be running to receive work calls.
Procedure
Step 1
Open the Cisco Unified CM Administration interface.
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Select System > Service Parameters.
Select the node.
Select the Cisco CallManager (Active) service.
Scroll to the Clusterwide Parameters (System - Mobility) section.
Increase the SIP Dual Mode Alert Timer value to 10000 milliseconds.
Select Save.
Note
If, after you increase the SIP Dual Mode Alert Timer value, incoming calls that arrive in Cisco Jabber
are still terminated and diverted using Mobile Connect, you can increase the SIP Dual Mode Alert
Timer value again in increments of 500 milliseconds.
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Configure Softphone
Configure the Phone Security Profile
Configure the Phone Security Profile
You can optionally set up secure phone capabilities for all devices. Secure phone capabilities provide secure
SIP signaling, secure media streams, and encrypted device configuration files.
If you enable secure phone capabilities for users, device connections to Cisco Unified Communications
Manager are secure. However, calls with other devices are secure only if both devices have a secure connection.
Before You Begin
• Configure the Cisco Unified Communications Manager security mode using the Cisco CTL Client. At
minimum, select mixed mode security.
For instructions on how to configure mixed mode with the Cisco CTL Client, see the Cisco Unified
Communications Manager Security Guide.
• For conference calls, ensure that the conferencing bridge supports 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.
Procedure
Step 1
In Cisco Unified Communications Manager, select System > Security > Phone Security Profile.
Step 2
Step 3
Select Add New.
From the Phone Type drop-down list, select the option that is applicable to the device type you are configuring
and then select Next.
• Cisco Unified Client Services Framework—Select this option to create a CSF device for Cisco Jabber
for Mac or Cisco Jabber for Windows.
• Cisco Dual Mode for iPhone—Select this option to create a TFT device for an iPhone.
• Cisco Jabber for Tablet—Select this option to create a TAB device for an iPad or an Android tablet.
• Cisco Dual Mode for Android—Select this option to create a BOT device for an Android device.
• CTI Remote Device—Select this option to create a CTI remote device.
CTI remote devices are virtual devices that monitor and have call control over a user's remote destination.
Step 4
Step 5
In the Name field of the Phone Security Profile Configuration window, specify a name for the phone
security profile.
For Device Security Mode, select one of the following options:
• Authenticated—The SIP connection is over TLS using NULL-SHA encryption.
• Encrypted—The SIP connection is over TLS using AES 128/SHA encryption. The client uses Secure
Real-time Transport Protocol (SRTP) to offer encrypted media streams.
Step 6
Step 7
For Transport Type, leave the default value of TLS.
Select the TFTP Encrypted Config check box to encrypt the device configuration file that resides on the
TFTP server.
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Configure Softphone
Provide Users with Authentication Strings
For a TCT/BOT/Tablet device, do not select the TFTP Encrypted Config check box here. For
Authentication Mode, select By Authentication String or Null String.
For Authentication Mode, select By Authentication String or By Null String.
For Key Size (Bits), select the appropriate key size for the certificate. Key size refers to the bit length of the
public and private keys that the client generates during the CAPF enrollment process.
The Cisco Jabber clients were tested using authentication strings with 1024-bit length keys. The Cisco Jabber
clients require more time to generate 2048-bit length keys than 1024-bit length keys. As a result, if you select
2048, expect it to take longer to complete the CAPF enrollment process.
Note
Step 8
Step 9
Step 10 For SIP Phone Port, leave the default value.
The port that you specify in this field takes effect only if you select Non Secure as the value for Device
Security Mode.
Step 11 Click Save.
Provide Users with Authentication Strings
Users must specify the authentication string in the client interface to access their devices and securely register
with Cisco Unified Communications Manager.
When users enter the authentication string in the client interface, the CAPF enrollment process begins.
Note
The time it takes for the enrollment process to complete can vary depending on the user's computer or
mobile device 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.
The client displays an error if:
• Users enter an incorrect authentication string.
Users can attempt to enter authentication strings again to complete the CAPF enrollment. However, if
a user continually enters an incorrect authentication string, the client might reject any string the user
enters, even if the string is correct. In this case, you must generate a new authentication string on the
user's device and then provide it to the user.
• Users do not enter the authentication string before the expiration time you set in the Operation Completes
By field.
In this case, you must generate a new authentication string on the user's device. The user must then enter
that authentication string before the expiration time.
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Provide Users with Authentication Strings
Important
When you configure the end users in Cisco Unified Communications Manager, you must add them to the
following user groups:
• Standard CCM End Users
• Standard CTI Enabled
Users must not belong to the Standard CTI Secure Connection user group.
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Configure Softphone
Provide Users with Authentication Strings
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