Lab Guide

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Contents

WELCOME TO THE CISCO UC INTEGRATION(TM) FOR MICROSOFT OFFICE COMMUNICATOR LAB. .........2

LAB INFORMATION ............................................................................................................................4

ACTIVE DIRECTORY ............................................................................................................................7

OCS ADDRESS BOOK......................................................................................................................... 15

UC MANAGER .................................................................................................................................. 18

GROUP POLICY ................................................................................................................................. 32

INSTALL ........................................................................................................................................... 47

DEMO .............................................................................................................................................. 54

*Please note that the contents of this lab guide have been divided into 8 lab sections. At any

time you may refer to the footer on each page to know which lab you are currently in.

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Welcome to the Cisco UC Integration(TM) for Microsoft Office

Communicator Lab. In this lab you will learn how to deploy the new Cisco UC Integration for MOC. The lab session will

last approximately 4 hours.

This lab session complements the presentation session delivered earlier by the proctor.

We have created a server environment (see topology diagram in Lab 2), including:

1) A Domain Controller running Active Directory

2) A Office Communications Server 2007

3) An Exchange Server running with the Domain Controller running Active Directory

4) A Cisco Communications Manager Business Edition with Cisco Unity Connection

5) There are two client workstations which have been pre-loaded with Windows XP and Microsoft

Office 2007, for you to both configure and demonstrate the Cisco UC Integration for MOC

LabOps will not be used for this lab session. Alternatively, participants will RDP into their allotted host

machine and logon to their respective workstations. They will then RDP from their workstation to the

respective servers.

Each student will be assigned one server environment [POD]. Instructions will be provided prior to

start of lab session.

Lab access instructions are provided below.

STEP 1: Access the Lab

a. Launch Remote Desktop C o n n e c t i o n by clicking on Start-> All Programs -> Accessories ->

Remote Desktop Connection or alternatively press “Windows” + “R” and type “mstsc.exe”.

b. Prior to starting, an option on the local resources tab of the Remote Desktop Program

must be set in order for calls to be placed within the lab

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c. The options available for the RDP session should be configured as the following 2 figures on the

DISPLAY and EXPERIENCE tabs for conserving resources.

d. Use "your" assigned Pod's IP addresses to access Workstations 1 & 2 (either as according to

assignment) from within VMWARE.

e. A POD number will be assigned to you at the end of this presentation. Please make sure you

ONLY USE YOUR assigned POD's IP addresses, or otherwise, you will be accessing another

student's POD.

STEP 2: START the lab

a. Ensure that ADX1 is already running.

b. You may start the lab using only one workstation. Further into the lab, you will need to

launch RDP to access the second workstation.

c. You will be using CTRL+ALT+INSERT (keys to use will be the ones on the right hand side of the

keyboard) to invoke the login screen to enter your credentials.

i. User Workstation 1 logs in as aadams (Alice Adams) to XP1

ii. User Workstation 2 logs in as bbanks (Bob Banks) to XP2

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LAB INFORMATION User Information

User User ID Password Directory Number Email Address Machine

Alice Adams aadams s3LLuc!! 2000 [email protected] Workstation 1 - XP1

Bob Banks bbanks s3LLuc!! 2001 [email protected] Workstation 2 - XP2

Cathy Chung cchung n / a 2002 [email protected] Virtual User

Server Information

User Password Domain Server Hostname IP Address

administrator C1sco123 CUCIMOC.LAB Active Directory ADX1 10.10.10.100

admin C1sco123 CUCIMOC.LAB UC Manager cm1a 10.10.10.110

administrator C1sco123 CUCIMOC.LAB OCS OCS 10.10.10.102

Access to ADX1, OCS are via RDP from XP1 or XP2 respectively

Access CUCMBE7 via HTTP from XP1 or XP2 respectively

mailto:[email protected]



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LAB ARCHITECTURE

Note that in our lab setup the Exchange Server will be running on the Domain

Controller (ADX1)

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Ensure that 3CDaemon is running on ADX1 if it is not started up (required for further

labs)

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ACTIVE DIRECTORY In this module you will be working on the Active directory server. You will be updating user

accounts in Active directory, enabling users as OCS users in Active Directory and adding photo

information to users’ accounts.

Server ADX1.CUCIMOC.LAB 10.10.10.100

Login administrator C1sco123

From the user workstation, use the Remote Desktop "AD Server" icon to access the Active

Directory server and login with the above credentials

STEP 1: Update User Information

In this step you will add telephone numbers, Job title and company information to

Active directory.

Why am I doing this step?

Active directory is used by OCS and CUCIMOC for user information.

Your first task is to add telephone numbers to your AD users. You will be adding

a main (business) number, home and mobile telephone number. AD is the

source of telephone numbers for OCS, MOC and CUCIMOC. The telephone

numbers displayed by both MOC and CUCIMOC come from AD.

a. How do the numbers get from AD to MOC?

Once a day OCS will scan AD and extract user and telephone information and

create the OCS address book file which is downloaded by MOC clients. By

default OCS expects these numbers to be in E.164 format and will reject any that

are not in this format.

b. How does CUCIMOC get these numbers?

When you select a Contact in MOC the telephone number will be passed to

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CUCIMOC and used to call the contact via UC Manager.

c. Is this the only way CUCIMOC gets contact information?

No, CUCIMOC will also use LDAP directly to search for contact information.

When you display the CUCIMOC contact card the full name and organization

information is displayed from an LDAP search of AD. For incoming calls the

number to name lookup is performed using an LDAP connection to AD.

This is why you will also be populating the Job Title and Company fields in Active

Directory.

1) Go to "Active Directory Users and Computers" -

Start>Programs>Administration tools>Active Directory and Computers and double -

click cucimoc-users

Appears only after step 2

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2) You will see that in the "cucimoc-users" organizational unit, 3 users have been

created for you. Using the table below, access each of the users in the OU and add

the information.

User Title Company Office Number Home Number Mobile Number

Alice Adams Development Manager UC Solutions Inc +14443992000 +14448774111 +14442334111

Bob Banks Solution Architect UC Solutions Inc +14443992001 +1444 8774333 +14442334333

Cathy Chung Data Center Manager UC Solutions Inc +14443992002 +14448774555 +14442334555

3) Update each user with their respective information - Double-click or Right click on

each user to go to Properties, use the following tabs to update the user:

General (Telephone Number - must be the full E.164 number as shown above

with the plus) – Office Number

Telephones (Home and Mobile - full E.164 numbers)

Organization (Title, Company)

4) Click Apply, repeat for each user

Note: You may leave the Active Directory Users and Computers window open for the

next step

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STEP 2: Enable users for OCS - The next step is to enable users as OCS users

Why am I doing this Step?

The enable process will create a SIP URI that the users will use to login to MOC, it

will also allocate them to an OCS server which will be their home server.

Multiple fields are populated in active during this process

1) Select all the users - Right click, select "Enable users for Communications Server"

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2) The Wizard window will pop up, Click Next and Assign to ocs.cucimoc.lab

3) Click Next

4) Specify the sign-in name. "Use the format: sAMAccountName>@cucimoc.lab"

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5) Click Next

6) Click Next; Right-click the desktop and Refresh.

Note: You may leave the Active Directory Users and Computers window open for step

below

STEP 3: Adding Photos - Populate AD with photos for each user


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CUCIMOC can display photos in the contact details and conversation window. These

photos are downloaded from a file or web location which is configured in a directory

attribute.

You will be configuring the web location later in this lab.

Note: CUCIMOC does not support photos being stored in active directory in the same

way CUPC does.

1) Open Internet Explorer and go to http://adx1/staff/aadams.jpg (A web site has

been created with staff photos used to display when making calls)

NOTE: Normally, the scheme would be extended, however, for this lab we are going to

use an existing field in the directory which is acceptable for a demo environment.

2) Go to Active Directory Users and Computers (this window may already be opened from

step 2)

3) Double click cucimoc-users - Double-click or Right-click on each user to go to

Properties, enter the respective URL

aadams http://adx1/staff/aadams.jpg

bbanks http://adx1/staff/bbanks.jpg

cchung http://adx1/staff/cchung.jpg

http://adx1/staff/bbanks.jpg

http://adx1/staff/cchung.jpg

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4) Click OK, repeat for each user

STEP 4: Close the Active Directory Users and Computers window

STEP 5: Log-off as Administrator to the Active Directory server to Close this Remote Desktop

session and return to the workstation desktop

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OCS ADDRESS BOOK In this module you will manually update the OCS address book.

From the workstation desktop, use the Remote Desktop "OCS Server" icon to access the OCS

server and login with the above credentials

STEP 1: Update the OCS Address Book


The OCS address book services provide several functions:

The address book service is responsible for updating the OCS address book once a day. The default t ime for this update to occur is 1:30am.When this process runs it wil l extract telephone numbers from OCS users from Active directory, normalize the numbers, and create the OCS address book f ile and update f iles. During this process the OCS server will reject any numbers that do not map to an E.164 format.

The address book services also provide access for clients to the address book f i les.

When a MOC client logs into OCS, the location of the address book f i les is provided to the client using SIP. The address book f i les are stored on an IIS based web server (normally on the OCS server). The location information provided by the server is an HTTPS URL on the IIS server. The client will either download the entire address book fi le or a delta f ile (updates only). As this location is secure, it 's important that the client has a valid certif icate for access to the address book location.

Once the client has downloaded the fi le it wil l create a f i le called "GalContacts.db". The MOC client will use this f i l e to search for contact Information.

It is very important that this f i le has been correctly distributed, as CUCIMOC uses the telephone numbers from the address book. If this

Server OCS.CUCIMOC.LAB 10.10.10.102


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information is not available, CUCIMOC will display a dial pad when you click on a contact as it had no telephone number to dial.

So, why am I doing this step?

As we don’t want to wait for the Address Book to update, we are going to request an additional manual run. This step creates a f lag to OCS asking it to perform a run of the Address Book. OCS may take a few minutes o pick up this request.

Since the OCS Address Book updates only once each day, new users may take

up to 24 hours to appear; therefore, a manual process will be performed.

a. Start a command window - Start>Run>cmd and navigate to the "Core" directory Cd\Program Files\Microsoft Office Communications Server 2007\Server\Core (You can use the "TAB" key to auto complete the directory names)

b. Run Command: abserver.exe -syncnow

(note: this may take a few minutes to run)

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c. Check the Event Log - Start>Programs>Administrative Tools>Event

Viewer (this could take up to 5 minutes) - go to the next step

(You can come back and check this log later if you wish to get on

with the next step)

d. Click OK to close

e. Close both the Event Viewer and Command windows

STEP 2: Log-off as Administrator to the OCS server to Close this Remote Desktop session and

return to the workstation desktop

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UC MANAGER

In this module, you will work on the Cisco Unified Communications Manager. You will configure

a Cisco Unified Client Services Framework (CSF) Device type for each user and provide them

with a desk-phone (emulated by a CIPC in our lab) to be controlled by the client. Lastly, you will

create dial and directory rules and apply a "dial rule" COP file.

Server cm1a.CUCIMOC.LAB 10.10.10.110

Login admin C1sco123

You should already be logged in to either XP1 or XP2 as Alice or Bob

STEP 1: Start Internet Explorer and access the UC Manager server using http://cm1a

1. If a certificate error window appears, choose "continue to website (not

recommended)"

2. Select the product – “Cisco Unified Communications Manager Administration”

3. Login with the above credentials

STEP 2: Navigate to the "Cisco Unified OS Administration" web page and login again as

admin"

http://cm1a/

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STEP 3: Load the COP file, which will update the UC Manager to support CSF based clients


Unless you're running UC Manager 7.1 you will need to install the Cisco Options Packages (COP) files in order to get the Client Services Framework device type recognized. UC Manager 6.1(3) and 7.0 will require the COP file to be applied. We will be applying 2 COP files to the Communication Manager in total. Later on in the Lab we will install a second COP file to update dial rules. The COP files required for UC Manager in this Lab have been loaded onto an FTP server running

on the AD server (10.10.10.100). Typical install time is about 4 minutes.

To perform this step...

a. Select "Software Upgrades">"Install/Upgrades"

b. Enter the information shown in the screen shot (password is C1sco123) (Please

make sure you change the connection type from "SFTP" to "FTP")

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A new page will be displayed which shows all the COP files available on the FTP servers. The

drop down box will give a choice of 2 possible COP files.

c. Select "ciscocm.galway.alpha.csf.cop.sgn" from the dropdown menu and Click

Next

NOTE THAT, THE LAB DIFFERS FROM THE ILLUSTRATIONS ON PAGES 3 TO 5. WE ARE NO

LONGER USING THE ALPHA VERSION OF THE COP FILE. YOU ARE NOW PROVIDED WITH THE

LATER FILE, “ciscocm.csf.cop.sgn” INSTEAD!

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d. File will download

e. Click Next to continue

f. Install will run

g. Install will complete

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You must perform the rest of the steps.

STEP 4: Restart Services

a. Navigate to Cisco Unified Serviceability web page - login (admin / C1sco123)

b. Go to Tools>Control Center - Feature Service

c. Restart both the "Cisco CallManager" and "Cisco TFTP" Service

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STEP 5: Associate phones to Alice and Bob (2 phones should be already auto-registered)

Alice Adams 2000

Bob Banks 2001

a. Navigate to Cisco Unified CM Administration web page - then, go to Device > Phone and

click Find

b. Confirm each phone is CTI Control enabled - click the Device and scroll to "Allow Control

of Device from CTI"

c. Confirm for each phone, click on the Line 1 DN link and change to the appropriate

directory number, (Alice - 2000, Bob - 2001)

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d. Save and reset the phones

e. Don't forget about Bob!

STEP 6: Setup Voice Mail

a. Go to Call Routing>Directory Number > Find - Select the line for Alice (2000) and set

the Voice Mail Profile to "Default"

b. Click Save

c. Repeat this step for Bob Banks

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STEP 7: Add CSF Device

a. Go to Device>Phone - Add New - Select "Cisco Unified Client Services Framework "

b. Click Next

c. Create CSF Devices for the two users below

Alice Adams Bob Banks

Device Name: CSFaadams Device Name: CSFbbanks

Description Alice Adams 2000 Description Bob Banks 2001

Device Pool Default Device Pool Default

Phone Button Template Standard Client Services Framework Phone Button Template Standard Client Services

Framework

Device Security Profile Client Services Framework - Standard SIP Non-Secure Device Security Profile Client Services Framework -

Standard SIP Non-Secure

SIP Profile: Standard SIP Profile SIP Profile: Standard SIP Profile

You are required to save the above information before you will have the link for updating the information below:

Directory Number: 2000 Directory Number: 2001

Description: Alice Adams Description: Bob Banks

Alerting Name Alice Adams Alerting Name Bob Banks

d. Make sure you Save and Reset where appropriate

The option for Cisco Unified Client Services

Framework only appeared in the list after

completing Step 4

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STEP 8: Associate users to devices and Set Permissions

a. Go to User Management>End User - Find and Click on "aadams"

b. Click Device Association to associate Alice with her respective phone device

Note: Make sure you select the new Cisco Unified Client Services Framework phone

c. Click Add to User Group to set the appropriate permissions

Standard CCM End User

Standard CTI Enabled

d. Click Save

e. Repeat for Bob Banks

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STEP 9: Confirm the Conferencing Bridge is enabled

CUCIMOC uses UC Manager conferencing resources for ad-hoc audio conferencing. Your UC

Manager server has a default software based conference bridge running.

a. Go to Media Resources>Conference Bridge>Find

STEP 10: Configure Call Park

a. Go to Call Routing>Call Park

b. Add New

c. Enter the information as shown in the screen-shot below

d. Click Save

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STEP 11: Create Dial Rules


In this Lab we have configured E.164 addresses in Active Directory/OCS and we are using

a private dial plan in Communications Manager.

We believe this will be a very common customer scenario.

For example, +14442223333 needs to be mapped to 23333 to dial in Communications

Manager.

We also need to think about reverse number look-up. In order to map a number to be

used for incoming calls, we need to map 23333 back to +14442223333.

To perform the mappings, we are going to use Application Dial rules and Directory look-

up rules configured on UC Manager.

We are creating a very simple pair of rules for this lab, however, you would need to

create more rules for customer deployments based on the size, dial plan, and

distributed nature of your customer deployment.

In a UC Manager 7.x deployment some of these rules could be replaced by CUCM

translation patterns and CLI transformations.

a. Go to Call Routing>Dial Rules>Application Dial Rules

b. Add New. Enter the information below shown in the screen shot below

c. Click Save

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STEP 12: Create Directory Rules


Directory Lookup Rules are used to translate numbers received in UC Manager inbound

calls to a number that can be resolved in LDAP.

a. Go to Call Routing>Dial Rules>Directory Lookup Rules

b. Add New

c. Enter the information shown in the screen shot below

STEP 13: Apply Application Dial Rules COP file


UC Manager 6.X and 7.X does not natively provide support for CSF based dial rules. This

second COP file we are going to install is not an updated file, but is a dial rule wizard.

The wizard in the COP file will extract the dial rules from the UC Manager database and

create an XML file in the UC Manager TFTP directory. This wizard will need to be run

every time you make any changes to any rules.

This COP files needs to be run on EVERY server running the TFTP service on a multi

server cluster.

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The TFTP server services files from a memory cache to the TFTP service needs to be

restarted to get the service to cache the new XML files after each run of the wizard.

a. Navigate to the "Cisco Unified OS Administration" web page and login again as

administrator (admin / C1sco123)

b. Select Software Upgrades> Install/Upgrades

c. Enter the information as shown below

d. Select "cmterm-cupc-dialrule-wizard-0.1.cop.sgn" from the drop down menu and

Click Next

e. File will download

f. Click Next to continue

g. Install will run (may take a few minutes)

h. Install will complete

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STEP 14: Restart TFTP Service

a. Navigate to Cisco Unified Serviceability web page and login again as

administrator (admin / C1sco123)

b. Go to Tools>Control Center - Feature Service

c. Restart the "TFTP" Service

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GROUP POLICY In this module you will work on the Active Directory server. You will be creating the

configuration for CUCIMOC. This configuration information has details of UC Manager

Services, Domain information and LDAP information. You will create a new Group Policy for

the Cisco Unified Client Services Framework (CSF) client and modify the setting for Microsoft

Office Communicator to only provide Instant Messaging and Presence.

AD Server ADX1.CUCIMOC.LAB 10.10.10.100


From the workstation desktop, use the Remote Desktop icon "AD Server" to access the Active Directory server and login with the above credentials.

STEP 1: SET GROUP POLICY

CUCIMOC will retrieve it's configuration from the Windows registry settings. This

information can be populated in several ways with examples being, a simple batch file or

visual basic script file. These files can be configured as part of a domain login script.

Another way of providing this information to the client workstations is using AD group

polices, this is the distribution method we have chosen for the lab. This allows us to

configure multiple clients from the AD policy. We could have also used a 3rd party

deployment tool such as SMS or Altris.


What is a Group Policy? Group Policy is a feature of the Microsoft Windows NT family of operating systems. It is what provides the centralized management and configuration of computers and remote users in an Active Directory environment. A Group Policy is applied to an organizational unit (OU) in Active Directory. You may remember that when we were working with our users, they were contained in an OU called "CUCIMOC-users". We created an OU so that we could apply a group policy to the group. The "users" folder in AD is NOT an OU but a container, so it would not have been possible to create a policy.

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A Group policy can be applied to Users or Machines. If the policy is applied to a machine all users on that machine will inherit the policy, if we apply the policy to users, only users in the group would inherit the policy. For example, we could create a policy which sets the wallpaper for all members of a group, or stops access to control panel for all members of a group. How do we add CUCIMOC configuration to a group policy? Microsoft has created group policies so that they can be extended. You can use an application template file (ADM files) to add addition policy settings to a policy. For example, Microsoft provides ADM files for Microsoft Office, Word, Excel, and Communicator. You can import ADM files into a policy to provide a template. You must then select which policies you want to enable. If you don't enable a policy, the default setting is used (if a default setting exists). For CUCIMOC, we are going to use the CUCIMOC.ADM file, available for administrators to use for CUCIMOC deployments. Note: This is not the first UCBU application to provide group policy support. The Cisco UC “Click to Call” widget also provides an ADM file which can be used to easily configure hundreds and thousands of work stations. How does the Policy get applied? A policy gets applied when a workstation is logged into a domain. The policy will also get refreshed every 90 minutes by default. You can check the status of the workstation policy using the "gpresult" command and you can update the policy using the "gpupdate" command.

So what will I do in this step?

You will import 2 ADM files, One for Microsoft Office Communicator and one for Cisco UC integration for MOC. You will then enable settings for each application. To start the task

a. Invoke Start> Run> mmc

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b. From File> Add/Remove Snap-in

c. Add “Active Directory Users & Computers” Add-in

d. Close, Ok

e. Right-Click on cucimoc-users folder (OU) to bring up Properties

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f. Select the "Group Policy" tab and click "New" to create a new Policy called

"CUCIMOC Configuration"

g. Click Apply

STEP 2: Install ADM files

a. Highlight new CUCIMOC Configuration policy and Click Edit

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b. Select "Administrative Templates" under "User configuration", Right Click and

Select "Add/Remove templates"

c. Select Add

d. Load "communicator.adm" from the directory "c:\ADM files"

e. Load "cucimoc.adm" from the directory "c:\ADM files"

f. Close Add/Remove templates.

g. Confirm the tree now shows the extra policy settings. You should be able to

view "Microsoft Office Communicator" and "CUCIMOC" branches

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STEP 3: Set Policies

You are now going to configure 3 Policy Items for Microsoft Office Communicator. These Policy Items are:

Specify transport and server These parameters will provide MOC with the OCS server host information.

Telephony Mode MOC has 6 different Telephony modes. We will be configuring

MOC to operate in IM & Presence only mode as CUCIMOC will

provide voice calling.

Disable A/V Conferencing The setting is used to disable voice on multi party MOC sessions.

Again, as CUCIMOC is providing the voice, we don't need to use

OCS voice.

a. In the Group Policy Object Editor, expand the "Microsoft Office Communicator

Policy Setting" branch and Double-click the Microsoft Office Communicator

Feature Policies folder

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b. Double-Click "Specify transport and server" to configure property settings

c. Click Apply

Policy Enabled

Internal Server ocs.cucimoc.lab

External Server ocs.cucimoc.lab

Transport TLS

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d. Double-Click “Telephony Mode” to Enable “IM and Presence Only”

e. Click Apply

f. Configure the A/V Conferencing policy to Enable (this will “disable” the

feature)

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STEP 4: CUCIMOC Parameters

a. In the Group Policy Editor, Right-click on the "Cisco Unified Communications

Integration for Microsoft Office Communicator" folder and go to View>Filtering

b. Un-check "Only show policy settings that can be fully managed"

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Why did I do that step?

The CUCIMOC parameters are not stored in the user "policies" registry key on the workstation. They exist in the "Client services Framework" Key. The group policy editor therefore needs to be configured to show ALL registry keys.

STEP 5: Set up the CUCIMOC policy


The attribute values depicted in this next set of steps need to be propagated to each machine running CUCIMOC. If you think about deploying CUCIMOC out to 10,000 users, just remember, although this may seem tedious to some, you only do it once. After that, when the user logs in to the domain, this information will be applied to that machine. The alternative would be to configure the same information in a batch file and in some manner, get that batch run on each machine. If there are changes to be made, the batch file must be re-run. As with the Group Policy, it will run every 90 minutes. Sample Batch file below: *Example: Self-extracting executable and batch file (partial file, not all information is shown)

In the Group Policy Object Editor, under User Configurations, Administrative Templates, Cisco Unified Communications Integrations for Microsoft Office Communicator, there should be 5 folders:

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TFTP Servers

CTI Servers

CCMCIP Servers

Voicemail

LDAP Settings

a. Enable and set the following policies - in each of the 5 new folders are registry variables (attributes) that need to be set to the following values

Attribute Value

TftpServer1: 10.10.10.110

CTI Server1: 10.10.10.110

CCMCIP Server1: 10.10.10.110

Voicemail: 2110

LDAP_Server_1: ldap://10.10.10.100:389

LDAP_SearchBaseDN_1 OU=cucimoc-users, DC=cucimoc,DC=lab

LDAP_UserLogonDomain: cucimoc.lab

Where a property is not specified, there is no need to enabled the policy property

b. Open the policy folder, highlight the registry object, right click to go to properties, check Enable and modify the attribute

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c. Click "Next Setting" to move to the next policy property d. For each LDAP setting you must "Enable" the policy but you can accept the default value

for the setting The CUCIMOC ADM file default values should match the list below:

Attribute Value

LDAP_MaxCacheSize: 1000

LDAP_ResultSetMaxSize: 250

LDAP_AttributeName_objectclassKey: objectclass

LDAP_AttributeName_objectclassValue: person

LDAP_AttributeName_userLogonName: userPrincipalName

LDAP_AttributeName_displayName: displayName

LDAP_AttributeName_commonName: cn

LDAP_AttributeName_firstName: givenName

LDAP_AttributeName_lastName: sn

LDAP_AttributeName_email: mail

LDAP_AttributeName_uri: msRTCSIP-PrimaryUserAddress

LDAP_AttributeName_businessPhone: telephoneNumber

LDAP_AttributeName_homePhone: homePhone

LDAP_AttributeName_mobilePhone: mobile

LDAP_AttributeName_otherPhone: otherTelephone

LDAP_AttributeName_title title

LDAP_AttributeName_companyName company

LDAP_AttributeName_userAccountName sAMAccountName

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For the LDAP Photo attribute Property settings, we will use a custom value for the Photo field to utilize the Staff Photo web site being used for the lab

e. Enable and set the following attribute

LDAP_AttributeName_photoUri: wWWHomePage

f. Click OK g. Log off as Administrator to the Active Directory server to close this remote desktop

session and return to the workstation desktop

STEP 6: Testing the Group Policy

a. Logout of the desktop on Workstation 1 as aadams and then log back in as aadams - this

is to confirm the group policies have been applied

To confirm the policy has been applied:

b. Use “gpresult” command from the DOS window

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c. Search for the following information

Alternatively, you can validate the registry settings by using the regedit command:

d. Go to the registry (Start> Run> Regedit - HKEY_CURRENT_USER>Software>Cisco

Systems, Inc.> Client Services Framework> AdminData to confirm the LDAP attributes

are correct

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e. Close the editor and DOS windows

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INSTALL In this module you will first install the Microsoft Office Communicator client, confirm it is

working, and then install the Cisco UC Integration for MOC.

This module is to be performed on both workstations.

User User ID Password Machine

Alice Adams aadams s3LLuc!! Workstation 1

Bob Banks bbanks s3LLuc!! Workstation 2

During this module you must be logged into Workstation 1 as Alice Adams and Workstation 2 as

BobBanks. This will require two separate Remote Desktop sessions to be active.

STEP 1: Install the MOC client - files are located in: c:\install\moc

a. Starting from Workstation 1 as Alice Adams, run the two files listed

1. communicator.msi (install the msi first) then after;

2. communicator.msp (patch file)

The patch file is required to bring MOC up to the minimum version that CUCIMOC supports

STEP 2: Start the MOC client on Workstation 1

a. Start "Microsoft Office Communicator 2007" from "Start>Programs

As you are logged in as Alice Adams to the desktop, MOC should login without prompting you

for a user name and password

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STEP 3: Confirm that MOC has downloaded the address book correctly from

OCS


We want to confirm that the OCS address book has been successfully downloaded from

the OCS address book server.

We can do this very simply by searching for a contact. MOCs primary search method is

via the local address book. If the local address book file exists typing characters in the

search box should show a list of users that match the string you typed.

We also want to check that the address book contains the telephone numbers we

entered into AD earlier in the lab.

We can check this by completing the following procedure:

a. In the search panel, type "a" - this should display "Alice Adams"

b. Select Alice and press "Alt-Enter" - this should display the Contact card with the

Organization details from AD

c. Click the Call icon to confirm you see Alice's contact details

STEP 4: Add contacts to Alice's contact list

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a. Go to the menu drop down in the upper left > Tools > Add a contact

b. Select Use an e-mail address or sign-in address and Click Next

c. Follow the wizard to add Bob Banks and Cathy Chung (Example:

[email protected])

NOTE: An alternative way to complete this step is to search for the contact and then

drag the found contact into the contact list.

STEP 5: Exit from MOC using the icon in the system tray


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Note: To install the "Cisco UC Integration for MOC" plug-in we must check and ensure Microsoft

Office Communicator (MOC) is shutdown.

If the MOC client is running you will see a MOC Icon ( ) in the system tray.*

a. To close down the MOC client, right click on the Icon and select the "Exit" option

from the menu

Note: To install the CUCIMOC client plug-in, you must have the following applications

shutdown:

I. Microsoft Office Communicator

II. Microsoft Office (Outlook, Word, Excel)

III. Microsoft Internet Explorer

Note: The CUCIMOC installer will install plug-in(s) for these applications.

STEP 6: Install CUCIMOC - files are located in: c:\install\cucimoc

a. Install CUCIMOC build "QA5.2", double -click to start the install

b. Select the default options including a "Complete" install

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c. Click Next, continue with the defaults to complete the install

STEP 7: Log-off the workstation and re-login as Alice Adams

Note: (You are simulating a reboot) MOC will start up and after a short time the CUCIMOC tab

will appear at the bottom of the MOC client

a. Login to the (tab) at the bottom, as Alice Adams (using her Active Directory user

name and password - aadams / s3LLuc!!)

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b. A successful login will bring up the Cisco UC Integration for MOC (in the form of a

tab)

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STEP 8: Place a test call

a. Use the dial pad in the tab to make a test call to 2002 (to Cathy Chung)

a) Click Call

b) A conversation window will appear

STEP 9: Repeat the installation for Bob Banks on Workstation 2

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DEMO In this module you will learn how to use the client. This section will guide you through the

features of CUCIMOC.

User User ID Password Directory

Number

Email Address Machine

Alice Adams aadams s3LLuc!! 2000 [email protected] Workstation 1 - XP1

Bob Banks bbanks s3LLuc!! 2001 [email protected] Workstation 2 - XP2

Cathy Chung cchung n / a 2002 [email protected] Virtual User

During this module you must be logged into Workstation 1 as Alice Adams and Workstation

2 as Bob Banks. This will require two separate Remote Desktop sessions to be active.

The Communication Pane (Description)

1. Phone icon - drag contacts to this button to place a call

2. Voice Mail access button - select to call your voice message service

- Features a message waiting indicator t hat will appear if there is a voice mail message

3. Communications History - select to display incoming/outgoing calls i.e. received, placed and

missed calls

4. Phone mode - (SoftPhone icon showing) select to switch from SoftPhone mode to DeskPhone

mode

5. Options - select to modify particular user options, such as call forwarding

6. Integrated Key pad - for ad hoc dialing

STEP 1: Make a Call and Presence

Note: CUCIMOC has several methods available to make a call

a. Drag and drop: The first step is to make a call from Alice to Bob. Make a call by

selecting the call destination (in this case Bob) and drag the contact to the Call




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icon on the CUCIMOC communications pane.

b. In the conversation window, click telephone icon to hang up this call

c. Select Bob on the contacts and right-click to select the "Place a Call" option to call

Bob

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Note: Notice the "Call" option is grayed out, this is the native OCS call function which

was disabled using the group policy

d. Again, use the hang up icon on the conversation windows to drop the call.

e. Use the dial Pad - click on the dial pad icon ( )and enter a phone number

(2002)

f. As you make calls notice how the presence icon changes to show the call state.

STEP 2: Receive a Call - This will require you to be logged in to both XP1 (as Alice) and XP2 (as Bob)

Note: In this step we will focus on Workstation 2 (XP2)

a. Alice places a call to Bob

b. Bob see the incoming call and clicks "Answer"

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c. A conversation window appears

STEP 3: In Call Features - viewing the conversation window of the call between Alice and Bob you will look at the in-call functions

Note: CUCIMOC provides the call features in the conversation window

a. Icons are described as such, beginning from left to right:

Hangup (notice the drop down menu, we'll come back to that in a moment)

Chat icon - to start an IM session

Hold (pause) Mute/unMute

Volume Control

Dial Pad - enter digits during your call

b. Click the drop down button on the right of the hang-up icon

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Conference With - a contact or a number

Transfer To - a contact (Bob Banks), a number or an Alternate Device (to a pre-

programmed mobile phone stored in Active Directory - not in this lab)

Park Call - park the call (remember the parked number), retrieve the call

Hold Call - place the call on hold, retrieve the call

End Call - hang up

STEP 4: Multi-party calls (Conference calling) Note: CUCIMOC provide conference calling using Communications Manager Conferencing.

There are several ways to setup a multi-party conference call.

a. Start by making a call to "Bob", during that call, drag Cathy on to the call icon button in

the communications pane

b. You now have two calls in progress and can switch between the two calls by clicking on

them

c. Using the drop down menu in the conversation window, use the conference (with)

feature to merge the calls into a conference call

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d. You can also create conference this way:

e. Multi-select users

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STEP 5: Voice Mail Features CUCIMOC provides access to the voice mail pilot point in communications manager

SoftPhone mode

In SoftPhone mode, the voice mail icon will call the pilot point (number) configured in the voice mail profile for the CSF device. If no voice mail profile has been configured, the icon will be grayed out.

In SoftPhone mode, the icon will also show message waiting indication (MWI)

DeskPhone control mode

When you are running in desk phone mode, the pilot point (number) comes from the registry setting you configured earlier. In Desk phone mode, MWI indication is not shown in the client but is shown on the physical phone.

Additionally, the voice mail pilot point is taken from the CUCIMOC local configuration. (i. e. the group policy in this case)

STEP 6: Communications History Note: There are two places to access Communications History (Received, Placed, and Missed

calls)

a. Client: Click on the Communication History button ( ) to open the history of

Received, Placed and Missed calls per client

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b. Outlook: You can elect to save Communications History to an Outlook Conversation folder

Note: The parameter to set this option is described in “STEP 8: Options” further in the lab

STEP 7: Change Devices

a. CUCIMOC is set in SoftPhone mode - In this mode it is registered as a SIP endpoint

b. CUCIMOC is set in DeskPhone mode - In this mode CUCIMOC has control over the Cisco

IP DeskPhone or chosen device

* When changing to DeskPhone mode, if your dial pad is still grayed out, restart the CTI Manager. This is not a typical step. However, this indication tells us that there is an issue with the CTI connection.

c. Choose a device to control - Tools> Select Device for Conversation Pane

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d. From the list of active devices, select the device (if not already) and Click OK

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STEP 8: Options

Options allows the user to set a few specific features, such as Auto-sign in, Call Forwarding,

and setting communications history to Outlook

a. Select the Options button from the CUCIMOC tab

b. Personal option include: the ability to forward all calls to another number, Set

"Communications History to be stored in an outlook folder...

c. Click the "Save communications history to Outlook Conversation History folder"

option as we will use this is a few moments. Why is the communications history option grayed out on my pod?

For the communication history option to be enabled, the client must have a valid outlook mail profile which includes a SIP URI.

The SIP URI is added to an AD profile when the user is enabled for OCS. For the option to be enabled, AD, OCS, Exchange, and Outlook address information must all be up to date. In a normal Microsoft deployment it may take a few hours for this synchronization.

In this Lab we have configured your Outlook client to work in Non-Cached mode.

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T his means outlook is using AD to search for contacts and not a local address book. In a customer network, users would normally be using Cached mode. In this model, users would need to wait for synchronization to occur before updates would be visible.

STEP 9a: Microsoft Outlook Integration

You are now going to look at how CUCIMOC integrates with Microsoft Outlook. You are going

to work with:

Call History in Microsoft Outlook

Click to Call from Microsoft Outlook

In this first step we are going to save an IM history to outlook using MOC

a. On the XP1 workstation start an IM conversation from Alice to Bob

b. Using the "File", "Save as E-mail" option in MOC, save this email to Outlook

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Note: MOC also provides an option which allows you to save all IM conversations

automatically to Outlook. This is enabled in the Options, Personal Information manage

settings in MOC.

c. Make a phone call from Alice to Bob so that we can create some voice call history

d. Start Microsoft Outlook which is in the Microsoft Office group on the "Start" menu

STEP 9b: Microsoft Outlook Integration

Notice the history contains both IM and Voice call history. The Conversation report also includes hyperlinks which allow you to start another conversation with Bob.

We are now going to move on to "Click-to-call" from outlook.

a. Send an email from Bob Banks on XP2 to Alice Adams on XP1. The email can be about

anything you want.

b. From Workstation ,1 open the email from Bob

c. At the top of the email you'll see Bob's contact information with a smart tag (green ball).

If you right-click on this ball the "Personal Menu" will appear

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d. Select "Additional Actions" and the CUCIMOC call options will appear.

Do not select "Call Bob Banks" as this is the MOC calling options. It is possible to remove

this "Call" option using a Microsoft Office ADM file.

STEP 10: Click to Call – Internet Explorer

CUCIMOC supports Click to call from Microsoft Internet Explorer and Firefox.

We have created a sample company directory page on your AD server.

Complete this task from either workstation.

a. Place CUCIMOC in DeskPhone (ensure that CIPC has already registered) or SoftPhone

control mode.

b. Open Internet Explorer and go to http://10.10.10.100/staff

c. Move down the page to Cathy Chung. Using the mouse, select the text of Cathy's

phone (2002) and then right click, selecting the call option will initiate a call to 2002

http://10.10.10.100/staff

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(Photos may differ in your lab)

d. We have also enabled this page with TEL URI hyper links. This means we have a click to

call enabled a web application.

This is very simple to do.

Click the "CALL" link next to Cathy and the CUCIMOC click to call window will display.

STEP 11: Status

In this step we are going look at the CUCIMOC status information available. (CUCIMOC installs

additional options on the MOC tools menu)

a. From the tools menu select the "Communications Status" menu item, this will display

the current status

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The visible icons below show the status of a subsystem (LDAP, SoftPhone (SIP), Desk phone

(CTI). The health is shown using traffic light colors (Red, Amber, Green).

b. Click on a item to expand the details for that sub system

c. From the tools menu select the "Connection Status" menu item. This will display the

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current status.

Connection Status - Shows Call Statistics during a call while in SoftPhone mode (similar to

clicking the "?" twice with Cisco IP Communicator)

d. Make a call between two clients to see this working.

STEP 12: Diagnostics / Debugging

a. Problem Reporting Tool - Tools> Create Communications Problem Report

b. Check "I have read and agree to the privacy agreement above...", the click "Create

Report"

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c. A file will be stored on the local machine's desktop for easy access to email to the company Help Desk or IT department

Note: A File Structure for the Client Services Framework is shown below that contains logs and other helpful information

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Remember CUCIMOC is actually just a graphical head running on the Cisco Client Services

Framework so most of the configuration information is stored in the CSF folders.

The Log files are kept in the Logs folder, the main log file is called "core.log"

The TFTP CNF file is downloaded into the Config folder

The config\CUPC folder contains the XML dial rules from the CUCM TFTP Server

The CUCIMOC folder contains logs files for communication between the CUCIMOC and the CSF

and MOC.

YOU HAVE COMPLETED THE CISCO UC INTEGRATION FOR MOC LAB.

CONGRATULATIONS !!

Lab Guide

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