Installing and Configuring Cisco IP Phone Productivity Services

Before you begin to install Cisco IP Phone Productivity Services, check that you have met the system requirements and that you have information needed for installation at hand. See the following sections:

Understanding the Role of Cisco IP Phone Productivity Services in the Cisco IP Telephony Network

Cisco IP Phone Productivity Services interact with many elements in your IP telephony network. Some network elements need to be informed of Cisco IP Phone Productivity Services presence; other elements only interact indirectly with Cisco IP Phone Productivity Services and do not require such information. Have a fully-functional voice-over-IP network in place before installing Cisco IP Phone Productivity Services in your telephony network.

Figure 2-1 shows the Cisco IP Phone Productivity Services connection to the IP telephony network:

Solid lines show that both Cisco IP Phone Productivity Services and the target system require configuration.
Dotted lines indicate that only Cisco IP Phone Productivity Services require configuration.
The arrows indicate whether communication is one way or two way.

Figure 2-1 Cisco IP Phone Productivity Services in the IP Telephony Network

1	Cisco Personal Assistant Server
2	Server for Cisco IP Phone Productivity Services
3	LDAP Directory
4	STMP Paging Server
5	Gateway
6	PSTN
7	Ethernet
8	Microsoft Exchange Server
9	Cisco Unity Server
10	Cisco CallManger

System Requirements for Cisco IP Phone Productivity Services

See Table 2-1 for Cisco IP Phone Productivity Services components. See Table 2-2 for server requirements for Cisco IP Phone Productivity Services.

Table 2-1 Components of Cisco IP Phone Productivity Services

Components	Required	Notes
Cisco CallManager Release 3.1 or later	Required
Cisco IP Phones Models 7960 or 7940	Required
Microsoft Exchange 5.5 or later or Exchange 2000 with Service Pack 3	Required	Used for CalendarView
Microsoft Outlook 2000 installed and configured Collaborative Data Objects (CDO) installed	Required	Microsoft Outlook 2000 must be installed and configured before you install Cisco IP Phone Productivity Services. By default, when you install Outlook, the CDO is not installed. If CDO is not installed, install it using the Outlook CD.
Cisco Unity Release 2.4.6 or later	Optional	Required for MailView with Cisco Unity
IMAP 4-compliant message store	Optional	Required for MailView without Cisco Unity or in addition to Cisco Unity
Cisco Personal Assistant 1.2(2) or later	Optional	Required for Personal Assistant Rule-Set Activation

Table 2-2 Server Requirements for Cisco IP Phone Productivity Services

Components	Required	Components
A dedicated server separate from the Cisco CallManager server	Required	Due to memory consumption and processing requirements, Cisco IP Phone services applications can affect performance if installed on the same server as Cisco CallManager.
A dedicated server separate from the Microsoft Exchange server (for CalendarView)	Recommended	Due to memory consumption and processing requirements, Cisco IP Phone services applications can affect performance if installed on the same server as Microsoft Exchange.
The dedicated server must be a member of the Microsoft Exchange server NT/2000 domain (for CalendarView)	Required
A dedicated server separate from the Cisco Personal Assistant server	Required for Cisco Personal Assistant	Due to memory consumption and processing requirements, Cisco IP Phone services applications can affect performance if installed on the same server as Cisco Personal Assistant.
Microsoft Internet Information Server (IIS) 5.0 or later	Required

Server Information Required for Installation

Use Table 2-3 to gather information that you need to install Cisco IP Phone Productivity Services. Be sure to have this information on hand when you start the installation.

Note Do not include the domain suffix in the domain name for Domain Administrator User ID for Microsoft Exchange for CalendarView. For example, use unity\administrator, not unity.cisco.com\administrator.

Table 2-3 Server Information

Server	Required	Parameter
Cisco CallManager	Required	Host Name or IP Address
		Administrator UserID
		Administrator Password
Cisco Unity	Optional. Required for MailView	Host Name or IP Address
		NT Domain Name
Microsoft Exchange for CalendarView (can be the same as Cisco Unity server)	Required	Host Name or IP Address
		Domain Administrator UserID
		Domain Administrator Password

Note For Personal Assistant Rule-Set Activation, you do not need to enter Cisco Personal Assistant server information. Cisco CallManager provides the Personal Assistant server information.

Installing Cisco IP Phone Productivity Services 1.2

To install Cisco IP Phone Productivity Services 1.2, perform the following steps:

Procedure

Step 1 Log in to Windows 2000.

Step 2 Use a web browser to access the following URL:

http://www.cisco.com/cgi-bin/tablebuild.pl/ip-prod-svcs

Step 3 Locate the Cisco IP Phone Productivity Services 1.2 application and download the file:

cipps-fmu.1-2-2.exe

Step 4 Double-click on the downloaded file to launch the installer.

Step 5 Click Next at the Welcome to the Cisco IP Phone Productivity Services Installation Wizard window

The License screen displays.

Step 6 All of the services within Cisco IP Phone Productivity Services (CalendarView, Contacts Synchronization, MailView and Personal Assistant Rule-Set Activation) are installed by default.

Step 7 Click Next.

Step 8 Enter Cisco CallManager information:

Host name or IP address
Administrator User ID and
Administrator Password

Step 9 Click Next.

At this point, the installation checks for the presence of Cisco CallManager Release 3.1. The Cisco IP Phone Productivity Services installation will not continue until Cisco CallManager Release 3.1 is installed.

Step 10 You are prompted to enter the following information.

For the Cisco Unity server, enter:

the Host Name or IP address
the Domain Name

Click Next.

For the Microsoft Exchange 2000 server, enter:

the Host Name or IP address
Domain Administrator User ID

Note For Microsoft Exchange 5.5, instead of entering the Domain Administrator User ID, enter the service account User ID.

Domain Administrator Password

Note Do not include the domain suffix in the domain name for Domain Administrator User ID. For example, use unity\administrator, not unity.cisco.com\administrator.

Click Next.

As prompted, enter the fully-qualified name of your SMTP domain.

Click Next.

Step 11 The screen displays the settings of the servers you have entered:

Installation Directory
Cisco CallManager server
Cisco Unity server
Microsoft Exchange 2000 server

Step 12 In the Ready to Install Cisco IP Phone Productivity Services window, click Next.

Step 13 Enter the network password for the Cisco Call Manager server. This is necessary to configure Cisco IP Phone Productivity Services.

Step 14 Click OK.

Step 15 Reboot the system.

The installation of Cisco IP Phone Productivity Services is complete.

Be sure to perform the required configuration for CalendarView and MailView. Proceed to the following sections:

Configuring CalendarView

To configure CalendarView, perform the following procedures, where appropriate for your system type:

Configuring Microsoft Exchange Server 2000 for CalendarView

If you are using a non-Cisco Unity Microsoft Exchange 2000 server for CalendarView, you require privileges to access all the users' accounts. You do not have to perform this procedure for Exchange 5.5 servers.

Note The Cisco CallManager User ID must match the user mailbox name in the Exchange Server.

To set privileges to access all the uses' accounts, perform the following steps:

Procedure

Step 1 Select Start > Programs > Microsoft Exchange > System Manager to bring up the Exchange System Manager window.

Step 2 On the Exchange System Manager form, under the <your organization>, select Servers.
<Your Exchange Server> displays.

Step 3 Right click on <Your Exchange Server> to bring up the Properties form for <your Exchange Server>.
The Properties form displays.

Step 4 On the Properties form, select the Security tab.
The Form displays Name and Permissions boxes.

Step 5 In the Name box, select
Administrator user [<domain-name>\Administrator].

Step 6 In the Permissions box, enable the Allow field for Receive As and Send As fields.

Step 7 Click OK on the form.

Now you are set up to access all the user accounts.

Configuring Microsoft Exchange 5.5 (NT System) for CalendarView

If you are running Microsoft Exchange 5.5 on an NT system for CalendarView, there are two additional configurations that you might have to make.

If you are using a non-Cisco Unity Microsoft Exchange 5.5 server on an NT system for CalendarView and if the administrator account does not have a mailbox, you must create a mailbox for administrator. See the "Creating an Administrator Mailbox" section.
If the administrator account is not the service account, then proceed to the "Changing the Administrator Account to the Service Account" section to change the setup for Cisco IP Phone Productivity Services.

Creating an Administrator Mailbox

To create a mailbox for administrator, perform the following steps:

Procedure

Step 1 Open Microsoft Exchange Administrator.

Step 2 Select the Recipients node under <your organization> <site name>.

Step 3 Click on File >New Mailbox.

Step 4 Use Alias as administrator.

First name/last name can be the same.

Step 5 Click on Primary Windows NT Account and check the option Select an existing account.

Step 6 Click OK.

Changing the Administrator Account to the Service Account

If you are using a non-Cisco Unity Microsoft Exchange 5.5 server on an NT system for CalendarView and if the administrator account is not the service account, you must make the following change in the setup for Cisco IP Phone Productivity Services.

To make the administrator account the service account, perform the following procedure:

Procedure

Step 1 Select Start > Programs / Administrative Tools / Internet Services Manager to open the Internet Information Service form.

Step 2 Select Cisco PPS under Default Web Services.

Step 3 Right click to open the Properties window.

Step 4 In the Properties window, select the Directory Security tab.

Step 5 Click Edit on Anonymous access and authentication control.

Step 6 Click Edit on Anonymous access.

Step 7 In the Anonymous User Account window, change the userid and password to match that of the service account.

Step 8 Click OK.

Step 9 Stop the Cisco Meeting Reminder service from the Services user interface.

Step 10 Click Properties.

Step 11 Select the Logon tab.

Step 12 Change the account user and password to service account user (run as domainName/ServiceAccountID and password.)

Step 13 Start the Cisco Meeting Reminder service.

You have changed the administrator account to the service account.

Configuring Outlook for CalendarView

If you have Outlook installed on a server with Cisco IP Phone Productivity Services, perform the following steps to add a user profile to your computer. Make sure that Outlook is installed in the corporate or work group mode before you perform this procedure.

Procedure

Step 1 Click Start, point to Settings and then click Control Panel.

Step 2 Double click pm the Mail icon.

Step 3 Click Show Profiles.

Step 4 Click on Add. Select the Microsoft Exchange Server.

Step 5 Enter the Microsoft Exchange Server name and Mailbox as:

administrator

Step 6 Click on Finish.

Configuring MailView for Cisco Unity E-mail

Perform the following two procedures to enable MailView for Cisco Unity e-mail:

Configuring the Microsoft Exchange Server for Cisco Unity E-mail
Adding an E-mail Alias for Cisco Unity E-mail

Note Make sure that, as Microsoft Exchange Domain administrator, you have access to all users' mailboxes.

Configuring the Microsoft Exchange Server for Cisco Unity E-mail

To set up the Message Format on the Microsoft Exchange server used for Cisco Unity to enable users to view their e-mails, perform the following steps:

Procedure

Step 1 Select Start > Programs / Microsoft Exchange / System Manager to open the Exchange System Manager Window.

Step 2 On the Exchange Server Manager form, under <your-organization>, select Servers.

<Your Exchange Server> displays.

Step 3 Select <Your Exchange Server / Protocols / IMAP4 > Default IMAP4 Virtual Server Properties>.

Step 4 Right click on Default IMAP4 Virtual Server.

The Default IMAP4 Virtual Server Properties form displays.

Step 5 In the MIME encoding section, select Both and click OK to close the form.

Adding an E-mail Alias for Cisco Unity E-mail

You must set e-mail IDs for each Cisco Unity user to match the Microsoft Exchange server e-mail IDs.You must add an e-mail alias for each mail recipient of the form userid@domain name of type "voice." See Figure 2-2.

This enables the Cisco Unity server to recognize that MailView replies and forwards are voice mail. It also allows users to receive MailView replies and forwards of "voice" type.

Figure 2-2 Adding E-mail Alias for Cisco Unity E-mail

Preparing the Phone User for Cisco IP Phone Productivity Services

Once you have installed Cisco IP Phone Productivity Services, provide your phone users with the following information:

notification of the feature's availability
passwords, userIDs and Personal Identification Numbers (PINs)
the URL for the Cisco IP Phone User Options web page and a reminder that they can change their password or PIN on the Cisco IP Phone User Options page
information on using Cisco IP Phone Productivity Services. Direct them to the Cisco IP Phone Productivity Services User Guide.

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