Business Edition 3000 (BE3K)

Technical Training Lab Guide

Labs by: Unified Communications Field Training Team

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Lab Objective: To gain experience configuring the BE3k, configuring user profiles, users, departments and phones. Please note: Due to the labs being hosted on remote equipment not all components configured within the lab environment can be tested.

Table of Contents
LAB TOPOLOGY ................................................................................................................................ 4 LAB OVERVIEW:................................................................................................................................ 4 LAB SETUP........................................................................................................................................ 5 Exercise-1: Installing Cisco IP Communicator ......................................................................... 4 Exercise-2: Using the First Time Setup Wizard (FTSW) with a Pre-Defined Config File....................... 12 Exercise-3: Usage Profiles ............................................................................................................... 24 Exercise-4: Creating Users and Phones............................................................................................ 26 Exercise-5: Advanced Features ....................................................................................................... 36 Department ..........................................................................................................................................376 Attendant Group .....................................................................................................................................39 Hunt Lists ..............................................................................................................................................398 Extension Mobility ..................................................................................................................................39

Exercise 6- Auto Attendant ............................................................................................................410 Exercise 7- System Settings............................................................................................................. 43 Caller ID ...................................................................................................................................................43

Exercise 8- Maintenance................................................................................................................. 44 Backup ....................................................................................................................................................44 Configuration Export ..............................................................................................................................45

Exercise 9- Attendant Console ........................................................................................................ 46 Page 2

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LAB TOPOLOGY

LAB OVERVIEW:
All of the software needed to complete the exercises has been installed on the virtual workstations. This software includes the Cisco IP Communicator (CIPC), pre-populated configuration files and Attendant Console.

Note:
The instructor will assign each student to a pod. Each pod consists of a BE3k, four virtual Windows workstations with CIPC phone clients. Additionally students can connect with their own laptops to the pod using the AnyConnect VPN client and can register a CIPC phone on their laptop to the lab BE3k.

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LAB
Exercise 1 : Installing Cisco IP Communicator on Students Local computer
Objective: The main objective of this exercise is to install the CIPC on the students local computer.

NOTE: Students that cannot or choose not to install the CIPC on their local computer will be able to complete the lab exercises and configure/test phone features but will not hear any sound from the lab exercises (phone ringing, auto attendant etc.)
Introduction: This exercise installs the Cisco IP Communicator(CIPC) software on the students local computer to allow the student to have a phone they can connect and register to the Business Edition 3000 in the lab. The students local phone can be used for testing features configured in the lab complete with sound which is unavailable in a VNC connection.

Step 1: Download the CIPC software from the instructor or from CCO to your local PC and double click on the Setup icon. Go through the installation wizard to complete the installation of the softphone to your workstation.

Step 2: Click OK.

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Step 3: Click Next.

Step 4: Choose I accept and click Next.

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Step 5: Click Next.

Step 6: Click Next.

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Step 7: Click Install.

Step 8: Choose Launch and click Finish.

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Step 9: Click Next.

Step 10: Choose the devices on your system. The default is typically OK. Click Next to continue.

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Step 11: Press Play, then Stop on the Adjust listening volume screen in order to proceed to the next screen. Click Next to continue.

Step 12: Press Test, then Stop on the Adjust volume screen in order to proceed to the next screen. Click Next to continue.

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Step 13: Click Finish.

Step 14: Next, we need to configure preferences for the new phone. Click on the Square icon on top of the phone and open the Preferences option.

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Step 15: Go to the Network Tab and Click on Use this Device Name and give the CIPC a name, cipc_yourname that will be used later to register this device with the BE3k. Configure the TFTP Server to use 10.10.X.250 where X is the your pod number.

Step 16: Exit CIPC clicking the X icon on the top of the phone or using the menu icon(you chose earlier) and choosing exit.

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Exercise 2: Running First Time Setup on new BE3K system

Step 1: Using a browser on your local computer, connect to the lab ASA at: Instructor will provide the unique username and password for each pod.

https://128.107.89.254/.

Step 2: Open up a VNC Connection to Johns workstation. This will allow you to remote control the John computer located in the lab.

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Step 3: Open Internet Explorer on Johns workstation

Step 4: Connect to 192.168.1.250. Enter in Username and password. The Factory Default is admin,

BE-3000

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Step 5: After logging in the First Time Setup Wizard will initialize. The first option is for changing the country and language. Click Next to the go to the next step.

Step 6: Enter in a username and password for the administrator account. For the lab purposes use admin, cisco123 so that it will be easy to remember. Click Next to continue.

NOTE: In a customer scenario it is advisable to give the admin account a different name and assign the account a complex password for security purposes.

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Step 7: Install license screen appears. Click Next to continue.

NOTE: The license file tab is empty because this software is a lab only version of BE3K and does not require licenses. In a customer account it will be necessary to configure licenses for each user based on system usage and phone types. The Quick Pricing Tool (QPT) is excellent in quoting and helping to understand each license required (and the quantity) to be ordered for the customer.

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Step 8: This lab will use a pre-populated configuration file for pre-staging system information. Select Automatic for the Setup Mode. Browse to the Desktop and find the file named configure_Pod_X (where X is the student Pod #). Click Upload. The configuration information will load. This may take a couple of minutes.

Step 9: At this point all the information from the configuration file has been populated into the system. Click Finish to continue.

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Step 10: After clicking finish, the system will write the new configuration and reboot the BE3K system. You can close Johns Internet Explorer. NOTE: At this point the BE3K will reboot. It will take approximately ten minutes until the server becomes available again.

Step 11: On Johns workstation desktop, open up the Local Area Connection (LAN) shortcut by double clicking it.

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Step 12: Open Local Area Connection by double clicking it . Open Properties Internet Protocol Version 4 (TCP/IP) Properties and change the Use the Following IP address to give the workstation an IP address of 10.10.X.2 (where X is the student pod #). The Default Gateway should be changed to 10.10.X.254. Click OK when finished. When you get the multiple gateway warning, simply choose yes. Choose Close and Choose Close again. For the network location popup, choose Work and then Close You can now close the Network Connections window.

Step 13: Go back to your local browser on your local computer and establish a VNC connection to Susans workstation. You will now install CIPC on Susans machine. Follow the same steps that are listed in Exercise one(1) except give Susans CIPC a device name of cipc4. Also change the TFTP server to 10.10.X.250 (where X is the student pod number.) Close the CIPC software it will be opened again after the phone is created in the BE3k.

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Step 14: Once the BE-3000 has come back online open up Internet Explorer on Johns workstation and connect to 10.10.X.250 (where X is the student pod number) or click on the second bookmark tab.

Step 15: Log into the BE3K system with admin / cisco123

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Step 16: The system will now perform the Post Setup Tasks. Choose Import Users from the configuration file. Wait for confirmation that 5 users and 5 phones have been inserted. Click Next to continue.

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Step 17: Click Save to File to save the gateway configuration information to a file on the desktop. Accept the default file name (iosconfig) Click Next.

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Step 18: After reviewing the tasks suggestion screen, click Finish

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Exercise-3: Usage Profiles

Introduction: This exercise focuses on the Usage profile configurations for the BE3k. Objective: The main objective of this exercise is to configure usage profiles that will be used for different user configuration types. One usage profile will have all the features enabled for the Executive level users and another will have all the features disabled for test user functionality. Step 1: Go to the John workstation and connect to the BE3K system using Internet Explorer. After logging in, open the Users/Phones Usage Profiles menu. Click to Add a usage Profile. Name the Profile AllFeaturesEnabled. Provide a description. Set the Highest Level of Calls Allowed: to International. Allow all Features. Scroll down to Voicemail information and forward all calls on Busy and No Answer to extension 5000 (The AA/Voicemail extension.)

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Step 2: Configure the Phone Button Template tab. Change Line(Button Number) 2 from Speed Dial to Line by double clicking and choosing the drop down arrow. Enable Line 3 for Meet Me Conferences. Enable Line 4 for Mobility, Enable Line 5 for Do Not Disturb.

Step 3: Go to the Phone Features tab and Enable Power save for the phones only on Sunday and Saturday from 7pm until 6am. Set the idle timer to 45 minutes.

Step 4: Click Save and then click Continue.

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Step 5: Navigate back to the Users/Phones Usage Profiles menu. Add another Usage Profile. Name this profile BasicNoVMUser. Disable all access and voicemail for this user. Allow the user local calling privileges only.

Step 6: Enable power down for the phones daily from 6pm 8am or after 30 minutes of idle time. Save the user profile. Step 7: Open the Users/Phones Usage Profiles menu. Take a note of the information contained in the power user, manager and standard user templates. (Examine General Call Features and Phone button Templates.)

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Exercise-4: Creating Users and Phones

Introduction: In Business Edition 3000, usage profiles manage functions and permissions that users and phone have. In this exercise we will utilize the usage profiles created previously as well as default profiles to create roles for users in the organization. Objective: To create users and phones based on define roles of users in the organization.

Add Users
In this section of the exercise, you will add two users. One for Susan a workstation already configured which has CIPC but no user created in the system. The second will be a user for you, the student, who has installed CIPC on your local workstation.
Step 1: Open the Users/Phones Users menu. Add User.

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Step 2: Name the user Susan Roberts with a User ID of SRoberts. Change the Usage Profile to Manager. Click OK to save the new user.

Step 3: Click on Susan Roberts and choose Edit.

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Step 4: Give Susan Roberts a line number of 5004. Add a second line number and give it an extension of 6004.

Step 5: Click on the Speed Dials tab. Assign two speed dials to Susan (The example shown is a speed dial to the Boss and a speed dial Home). Click Save to save Susans user configuration.

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Step 6: Add another user for yourself. This user will be for CIPC installed on your local computer. Use students name, ID, BasicNoVMUser profile and Enable Administrator Access. Assign a line number of 5010.

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Step 7: Edit User John Smith. Assign John the user profile of AllFeaturesEnabled. Enable Administrator Access for John. Give John a second line with the Line Number of 6100. Uncheck User must change password . Check Call Forward All and set the Call Forward All to Voicemail.

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Add Phones
In this section of the exercise, you will add two phones. One phone for Susans CIPC which is installed on her workstation but not added to the system. The second will be for you, the student, and the instance of CIPC installed on your local workstation. Also, you will modify Johns existing phone.
Step 8: Go to the Users/Phones Phones menu. Click Add phone. Set the phone type to Cisco IP Communicator and the Identifier to cipc4. Add Susans two extensions (5004 and 6004) to the phone. Be sure to click OK.

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Step 9: Create a second phone for yourself. Set the phone type to Cisco IP Communicator, the Identifier to the name of the CIPC on the your local workstation which is cipc_yourname. Your extension will be 5010. Click OK to save.

Step 10: Edit Johns phone. Add extension 6100 to the phone.

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Verification Steps:

Step 11: Open the CIPC phone on Johns computer. View/verify the phone and phone button configurations.

Step 12: Open the CIPC phone on Susans computer. View/verify the phone and phone button configurations.

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Step13: Go back to your local brower on your computer and start the AnyConnect connection to the lab network. Note the instructions for modifying your browers security settings on the right.

Step 14: Establish the Any Connect VPN from the workstation with CIPC.

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Step 15: Use the username and password for the pod assigned by the instructor. A dialogue box will display Welcome to the Business Edition 3000 training. Click Accept. For verification purposes click on the Advanced Link in the AnyConnect Client. Under Route Details there should be a secured route to the 10.10.0.0 network.

Step 16: From your local PC, verify connectivity by pinging your BE3K system. Open the CIPC phone on your local PC. View the phone and phone button configuration. NOTE: If you have a compatiable browser, you can now managed the BE3K system from your local PC.

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Exercise-5: Advanced Features

Introduction: Business Edition 3000 has additional features beyond basic users and phones. Departments are used as a special user profile for phones in common areas, which are normally used by multiple people. Hunt Lists are used for groups of users with specific roles in an organization that need to answer calls based on those roles, such as Sales or Customer Support. Attendant Groups are used to assign permissions to users that will participate in using Attendant Console which is a software application that performs the legacy function of an Operator(s). Objective: This exercise will focus on configuring some additional features of the BE3000. The exercise will demonstrate creating a department for public cubicle phones, creating a Hunt List of Customer Service employees and adding users to the Attendant Console Group.

Department
Step 1: Select the Users/Phones Departments menu and Add Department. Name the department PublicCubiclePhones, give it the Usage Profile of Common Area and the Department ID of PCP. Assign a line number of 6202.

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Step 2: Add a Speed Dial to the Operator (John) and to Main Distributor (give any phone number).Click OK to save the department.

Step 3: Edit Joses phone(cipc1) and replace the personal extension on his phone with the department extension (6202). Click Save.

Verification Steps: Step 4: Open a VNC connection to Joses workstation and view the CIPC configuration.

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Attendant Group
Step 5: Go to the Users/Phones Attendant Group Menu. Add John Smith (our operator) as a user who can use the Attendant Console. Click Save.

Hunt Lists
Step 6: Go to the Users/Phones Hunt Lists menu. Add a Hunt List at the extension of 6010, Name: CustomerService, Hunt Type: Longest Idle (what are the other options?). Add students main line(5010), Johns main line (5002), Mary (5003) and Susan Roberts second line (6004). Set the Forward if no extensions are available to Johns second extension (6100). Click OK to save.

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Extension Mobility
Step 7: Go to the Users/Phones Users menu. Highlight John and click Edit. Click on the Reset Credentials. Note Johns New PIN. Check User must change password. Click OK and Save.

Verification steps: Step 8: Go to Susans CIPC. Click on the Services button.

Step 9: Login as John with the PIN from the previous step.

Step 10: Hit Submit. Susans phone will reset and Johns phone information will present. Hit the Services button again and Logout John.

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Exercise 6- Auto Attendant

The BE3000 supports Automated Attendant (AA) that can provide flexible call handling. This AA supports a Business Schedule and a Holiday Schedule that enables intelligent time-of-the-day routing. Objective: The main objective of this lab is to configure a fully functional Auto Attendant system. The lab will focus on a day/night AA system which integrates itself with a Business Schedule and a Holiday Schedule. Step 1: Open the System Settings Auto Attendant. Change the Mode to Auto Attendant with different Menu for Open and Closed Hours. Set the Business Hours to Monday-Friday 8am 5pm.

Step 2: Set the Open Hours Menu to press 1 for the Operator (John), Press 2 for Customer Service (6010).

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Step 3: Set the Closed Hours Menu to press 1 for the PublicCubiclePhones (6202). Click Save.

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Exercise 7- System Settings

Some advanced settings that must be configured for the customers telephony system are configured in these menus.

Caller ID
Step 1: Open the System Settings Voice Feature Settings. Change the Internal Caller ID to First Name, Last Name. Do the same for the Line Text Display. Click Save.

NOTE: Do Not Disturb settings are configured System Wide on this page. Individual users can have access to Do Not Disturb but cannot change the settings of the phone when it is in DND mode.

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Exercise 8- Maintenance
Introduction: It is advisable to have backups of the Business Edition 3000 stored remotely. In this exercise we will backup the Business Edition 3000 to an SFTP server in the network. We will also archive a copy of the configuration. Objective: To understand how to perform maintenance tasks for the Business Edition 3000.

Backup
Step 1: Open the Maintenance Backup menu. Choose SFTP server for the backup and use the IP address of Johns workstation: 10.10.X.2 (where X is the pod #). The username and password is cisco/cisco. Browse through the Directory of the SFTP server and choose the Backup folder. Click Run the Backup to perform the backup.

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Configuration Export
Step 2: Go to the Maintenance Configuration Export menu. Follow the directions in step 1 to export the Business Edition 3000 configuration file.

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Exercise 9- Attendant Console

Introduction: A limited version of Attendant Console is available as a free download with the Business Edition 3000. Any user accessing the software will have to have the licensing available in the system. Objective: To understand the features of the Attendant Console available with the Business Edition 3000. Step 1: Change the password for John to cisco and make sure that User must change password .. is unchecked.

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Step 2: Install the Attendant Console from the software located Johns desktop. Use the following parameters during the install: Ip address: 10.10.x.250 (x is your pod id) CUCM User ID: John Password: cisco

Reboot Johns PC. Start CIPC and open the Attendant Console software and explore the capabilities.

Congratulations! You have finished the BE3K lab. Feel free to explore.

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