Phone Remote 4 Installation and Administration Guide

Phone Remote 4
Table of Contents
ProductOverview.........................................................................................................................................4
SystemRequirements...................................................................................................................................4
ApplicationRequirements........................................................................................................................4
CallManager.............................................................................................................................................4
CallManagerExpress................................................................................................................................4
NetworkConnectivity...............................................................................................................................4
InstallationProcess.......................................................................................................................................5
Overview:LoadingPhoneRemote............................................................................................................5
ApplicationUse.............................................................................................................................................7
LaunchingPhoneRemote.........................................................................................................................7
SoftwareLicensingActivationProcess..........................................................................................................7
AutomaticOnlineActivation.....................................................................................................................9
WebBrowserActivation.........................................................................................................................10
ActivationbyPhone................................................................................................................................12
SelectingMethodsofPhoneControl..........................................................................................................13
CallManagerAdministrationUser(CallManagerAXL)..........................................................................13
CallManagerExpress/UC500XMLUser(CallManagerExpressXML).................................................14
CallManagerEndUserwithdeviceassociation(DirecttoPhone).........................................................15
UseofRemoteControlFeatures.................................................................................................................16
Devices........................................................................................................................................................17
CallManagerSearch...............................................................................................................................17
CallManagerDrillDown.........................................................................................................................18
PreviousDevices.....................................................................................................................................19
ControllingaRemoteDevice......................................................................................................................20
DeviceSkins.............................................................................................................................................20
SendingKeyStrokes................................................................................................................................22
ScreenUpdates.......................................................................................................................................23
PhoneRemoteFeatures.............................................................................................................................24
GeneralScreenOptions..........................................................................................................................24
PhoneScreenCaptures...........................................................................................................................25
PingandTraceTool.................................................................................................................................26
EditPhoneSettingsTool.........................................................................................................................27
CompareSettingsTool............................................................................................................................28
AdditionalSettingsOptions....................................................................................................................29
LinktoPhoneWebPage.....................................................................................................................29
LinktoCallManagerDeviceSettingsPage.........................................................................................29
KeystrokeMacros....................................................................................................................................29
MultiDevice/MultiViewScreen.................................................................................................................30
ControllingMultipleDevicesinMultiView............................................................................................32
ProductOverview
InstallationandAdministrationGuide
Phone Remote 4
SendTextMessage.................................................................................................................................34
Multicast.................................................................................................................................................34
Stats.........................................................................................................................................................34
History.....................................................................................................................................................35
CommandLineOptions...............................................................................................................................36
MonitoringforPhoneRemote(AddonFeature).......................................................................................37
OverallMonitoringRequirements..........................................................................................................37
EnableApplicationbasedMonitoring/BuiltInBridgeforSingleDevices.........................................37
EnableApplicationbasedMonitoring/BuiltInBridgefortheEntireCluster...................................39
PlayingMonitoredAudioviaaDeskPhone............................................................................................40
PlayingMonitoredAudioviaPCSpeakers..............................................................................................42
SettingUpPhoneRemoteforMonitoring..............................................................................................43
ChangingtheRemoteDestination..........................................................................................................44
MonitorWarningAlert............................................................................................................................45
AppendixA:CallManagerPreRequisiteConfiguration.............................................................................46
AXLService..............................................................................................................................................46
AXLUser..................................................................................................................................................47
UsingPhoneRemotewithCallManager8andabove............................................................................49
AuthenticationURL.................................................................................................................................49
TrustVerificationService(TVS)...............................................................................................................49
AppendixB:CiscoCallManagerConfigurationforEndUserControl........................................................50
AddingaNewUser..................................................................................................................................50
AssociateDevice.....................................................................................................................................51
AppendixC:IntegratedCallManagerExpress/UC500configuration......................................................52
AppendixD:DirectPhoneCallManagerExpress/UC500Configuration.................................................53
ProductOverview
Phone Remote 4
Product Overview
VoIPIntegrationPhoneRemoteallowsyoutotakecontrolofaCiscophonefromanywherewith
networkconnectivity.
Keystrokesaresenttothephonewhichisinterpretedasiftheuserhadpressedthekeyonthe
actualphone.Screenupdatesshowthescreenasdisplayedonthedevice.
System Requirements
Application Requirements
WindowsPCwithMicrosoftDotNet4.0orgreater
Call Manager
WhenusingCallManagerAdministrationUser:
CallManager5+(TestedonCallManager5through10)
CallManageruserwithAXL,RISandUserAdminpermissions
AXLServiceactivatedandrunningonCallManagerServer.

WhenusingEndUserwithDeviceAssociation:
AnyversionofCallManagerwithfunctionalPhoneAuthentication
CallManager/EndUsernameandpasswordor...
CallManagerExpressURLAuthenticationUsernameandPassword
Call Manager Express
PhoneRemotesupportsCallManagerExpressforsearchingandcontrollingphones.
CallManagerExpressversion4+/UC500
RequiresXMLusernameandpassword&URLAuthentication
Network Connectivity
ThePCrunningphoneremotemustbeabletoconnecttothephoneonTCPport80
ThePCrunningphoneremotemustbeabletoconnecttotheCallManageronTCPport
8443(ForcontrolwithCMAdminuser).
ThephonemustbeabletoreachitsAuthenticationURL(Seethetroubleshooting
sectionformoreinformation).
PhoneremoteshouldworkthroughNATandoverVPN.
SystemRequirements
Phone Remote 4
Installation Process
Overview: Loading Phone Remote
Step1Tobegintheinstallation,downloadtheinstallerfromourwebsiteat
http://www.voipintegration.com.
Step2Thendoubleclickthesavedfile.
Fig.1.0
Step3ClickNext>.SeeFig1.0
Fig.1.1
Step4ClickonIAgreetoaccepttheEULA.
InstallationProcess
Phone Remote 4
Fig.1.2
Step5EntertheinstallationpathyouwouldlikePhoneRemoteinstalledinandclickInstall.
Fig.1.3
Step6Whentheinstallationhascompleted,clickFinishtoclosetheinstaller.
InstallationProcess
Phone Remote 4
Application Use
Launching Phone Remote
NavigatethroughWindowsStart>Programs>VoIPIntegrationTools>PhoneRemoteand
selectPhoneRemote.
Phoneremotewillstartupandcheckforanupgrade,itisstronglyrecommendedthatyouclick
yestodownloadtheupgradeifanyarefound.
Oncestarted,PhoneRemotewillpromptforconnectioninformationorifyouhavepreviously
savedlogininformationitwillattempttoconnect.
Software Licensing Activation Process

VoIPIntegrationusessoftwarelicensefilesforsoftwareactivation.InordertousePhone
Remote,youmusthaveavalidlicensefileinstalled.Youcanobtainalicensefilebygoingto
www.voipintegration.comorcontactingSupport@voipintegration.com.
Step1Onceyouobtainalicensefileyoucanbegintheactivationprocess.Atthewindow
below,clickonInstallLicenseFile.
SoftwareLicensingActivationProcess
Phone Remote 4
Step2ClickontheBrowsebuttonandnavigatetothelocationwherethelicensefilewas
saved.Oncethelocationisentered,clickontheNextbutton.
Step3Oncethelicensehassuccessfullyloaded,youwillneedtoactivatethesoftwareforuse
onthelocalcomputer.Hereyoualsohavethreemethodstoactivethesoftwareforuse:
AutomaticOnline,WebBrowser,andviaTelephone.
Phone Remote 4
Automatic Online Activation

Step1ClickontheAutomaticOnlinebutton.Thatwillbegintheactivationprocess.
Automaticactivationwillcompletetheentireprocess.Noadditionalstepsareneeded.
Ifactivationissuccessful,youwillgetthewindowbelowstatingthatactivationhasbeen
completed.
Step2ClickontheClosebuttontofinishandexittheactivationprocess.
Phone Remote 4
Web Browser Activation

Step1ClickontheWebBrowserbutton.Thiswilltakeyoutothefollowingpage:
Inadditiontothewindowabove,aninternetbrowserwindowwillopenupwiththefollowing
page:
Step2ClickontheSubmitbuttontogetanActivationCode.
10
Phone Remote 4
Step3EntertheActivationCodeintotheActivationCodeFieldontheWebBrowserActivation
Page.
Step4ClickontheNextbuttontosubmittheActivationCode.
completed.
11
Phone Remote 4
Activation by Phone
Step1Toactivateoverthephone,clickontheTelephonebutton.Thefollowingwindowwill
appear.
Step2Dial+1(925)5134400.SelectOption3toactivatealicense.
Step3YouwillbeaskedtoentertheSerialNumber,thentheMachineID.Itwilltakeafew
momentsfortheactivationsystemtoprovideanActivationCode.
Step4Onceyouaregiventheactivationcode,enterthecodeinthesectionthatsays
ActivationCode,thenclicktheNextbutton.
completed.
12
Phone Remote 4
Selecting Methods of Phone Control
Phoneremoteprovidesfortwomechanismsofphonecontrol;
1. ConnecttoCallManagerandsearchforthephoneyouwanttocontrolbyitsextension,
descriptionorMACaddress.
2. ConnectdirectlytothePhoneviaitsknownIPAddresswithCallManagerenduser
credentialsthatisassociatedwiththedevice.
Theconnectionsettingscanbesavedformultipleclustersorphonesforfasterconnecting.Ifthe
DefaultClustersettingisturnedonforaspecificcluster,PhoneRemotewillconnect
automaticallyonstartupandgodirectlytotheDevicessearchtab.(
)
Call Manager Administration User (Call Manager AXL)

EnsureyouhavemettherequirementsforenablingAXLandassigningpermissionsdescribed
inAppendixA.
ClicktheCMAdminUser/CMEXMLUseroption
IntheintheUsernamefield,entertheusernamewithAdmin/AXLpermissions
InthePasswordfield,enterthepassword
ClickSavetoaddittothelistofclustersforfutureuse.(optional)
ClickConnect
ThestatuswillindicateasuccessfulconnectionanddisplaytheversionoftheconnectedCall
Manager.
SelectingMethodsofPhoneControl
13
Phone Remote 4
Call Manager Express / UC 500 XML User (Call Manager Express XML)
ConnectingtoaphonewithCallManagerExpressXMLcredentialsrequiresthatCMEbe
configuredwiththeURLAuthenticationandXMLusernameandpasswordthesame.
SeetheAppendixCforrequiredCMEconfiguration.
ToconnectusingCMEXMLusercredentials
ClicktheCMAdminUser/CMEXMLUseroption
IntheUsernamefield,entertheenduserusername
InthePasswordfield,entertheenduserpassword.
IntheSNMPStringfield,enteranSNMPcommunitystring.Thisisrequiredinorder
toconnecttoSIPphones
ClickConnect
ThestatuswillindicateasuccessfulconnectiontotheCallManagerExpress/UC500router.
14
Phone Remote 4
Call Manager End User with device association (Direct to Phone)

ConnectingtoaphonewithEndUsercredentialsrequiresthatyouknowthephonesIPaddress
andhaveaCallManagerEndUserwiththecorrectDeviceAssociations.
*SeetheAppendixBforstepstoassociateaphonewithanenduser.
Toconnectusingendusercredentials
ClicktheCMEnduserwithDeviceAssociatedoption
IntheUsernamefield,entertheenduserusername
InthePasswordfield,entertheenduserpassword.
ClickConnect
15
Phone Remote 4
Use of Remote Control Features

Settings
TheSettingspagecontainsthefollowingoptions
Screenupdatesonkeypress:
Thissettingwillenableordisable
PhoneRemoteretrievinga
screenshotaftereverykeypress.
ScreenAutoRefreshRate:
Thissettingwillenableordisable
andsettheintervalofautomatic
screenupdates.
DefaultSearchMethod:
Thissettingwillselectthedefault
searchpagethatappearsonthe
Devicespage,eitherSearchor
CallManagerDrillDown.
RegistrationInformation:
Thisiswhereyoucanactivatea
purchasedregistrationkeyor
requestafullfeatureevaluation
key.
ReportFeedback:
Thefeedbackformcanbeusedto
notifyusoffeaturerequestsor
softwarebugs.Ifitsyoursoftware
youshouldhavetheabilitytomake
itevenbetter.
VersioninformationandManual
UpgradeCheck:
TheProgramVersionsectionshows
youwhatversionofPhoneRemote
youarerunningandallowsyouto
shutofftheupgradecheckat
programstartup.Youcanalsodoa
manualupgradecheckhere.
UseofRemoteControlFeatures
SettingsPage
FeedbackForm
16
Phone Remote 4
Devices
Call Manager Search
TheCallManagerSearchsectionallowsyoutosearchCallManagerforaspecificdeviceor
devicesbasedon3searchcriteria,extension,descriptionordevicename.
Call Manager Search
Step1Enterthesearchcriteriaforthephoneyouwanttocontrol,
Extension(BeginsWith)
Description(Contains)
DeviceName(Contains)
Step2Clicksearch.
Note:YoumayclickontheORtotogglethesearchcriteriabetweenOR/AND.
Theresultsofthesearchareavailableinthelistofdevices.
Step3SelectthedesireddeviceandclicktheControlDevicebutton.
Devices
17
Phone Remote 4
Call Manager Drill Down

TheCallManagerDrillDownsectionallowsyoutosearchforaphonebyselectingitfrom
specificgroupsofCallManagersettingsanddevicecharacteristics.
Call Manager Drill Down
Thesearchwindowdisplaysthecountofphonesineachcriterionandcanbeexpandedtoshow
theindividualdevices.
Onceyouhavefoundthedeviceyouwanttocontroljustdoubleclickonthedeviceorhighlight
andclicktheControlDevicebutton.
Thelistofgroupsisasfollows
Line1Partition
DeviceCallingSearchSpace
Line1CallingSearchSpace
DevicePool
Location
Line1DirectoryNumber
Model
Devices
18
Phone Remote 4
Previous Devices
Thepreviousdevicessectionshowsanyrecentdevicesthathavebeenconnectedto.Itissortedby
devicescontrolledwithinthelast24hoursand7days.
Devices
19
Phone Remote 4
Controlling a Remote Device

ThefollowingsectionswillexplainhowtocontroladevicethathasbeenconnectedtowithPhone
Remote.
Device Skins
SeveralnewdeviceskinshavebeenaddedtoPhoneRemotetocoverallsupportedCiscoIP
Phonemodelsandinclude:
8961,9951,9971
8941,8945
78xx88xx
8831
79407975
69216961
79207926
RemotePhoneScreenLayout(89xx/99xxseriesskin)
3
1
6
7
8 9 10 11 12 13 14 15 16 17 18 19
ControllingaRemoteDevice
20
Phone Remote 4
PhoneButtonMap
Item
Description
1
2
3
4
PhoneScreen
MWIIndicator
LinktoPhoneWebPage
LinktoDeviceSettingsPage
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
PhoneModel
CaptureButton
RefreshButton
ClustersButton
DeviceSearchButton
SettingsButton
MacroTabButton
StatsTabButton
HistoryTabButton
PingandTraceButton
EditPhoneSettingsButton
CompareSettingsButton
MultiPhoneButton
AudioMonitor/Record
CallHistoryButton
Feature
Actualscreenasdisplayedonremotephone
IndicatesphonecurrentlyhasMessageWaitingIndicatoron
Opensabrowserwindowtotheremotephone
OpensabrowserwindowtoCallManagerAdministrationon
thedevicesettingspageforthisphone.
Displaysmodelofremotephone
Capturesdisplayedscreenimageandsavestoalocaljpgfile.
Retrievesanddisplaysscreenofremotephone
Openstheclusterconnectscreen
Opensthedevicesearchscreen
Opensthesettingsscreen
OpenstheMacrotoolstab
OpenstheDevicestatstab
OpensthePhoneRemoteKeystrokeHistorytab
OpensthePingandTraceTool
OpenstheEditPhoneSettingsTool
OpenstheCompareSettingsTool
OpensMultiDevicescreen(Version3.1andhigher)
Enables/DisablesMonitoringand/orRecording
Openscallhistoryscreen
21
Phone Remote 4
Sending Key Strokes

Onceconnectedtoaphone,keystrokesmaybesenttothephone.Thephoneattheendusers
locationwillactasiftheenduserpressedthekey.Clickontheonscreenkeyorpressoneofthe
followingkeyboardshortcuts.
KeyboardShortcut
F1
F2
F3
F4
F5
0,1,2,3,4,5,6,7,8,9,*,#
Shift1
Shift2
Shift3
Shift4
Shift5
Shift6
Shift7
Shift8
h
m
S
?
Up,Down,Left,Right
Enter
KeyPressedonPhone
SoftKey1
SoftKey2
SoftKey3
SoftKey4
SoftKey5
0,1,2,3,4,5,6,7,8,9,*,#
Line1
Line2
Line3
Line4
Line5
Line6
Line7
Line8
Headset
Mute
Speaker
?
Up,Down,Left,Right
Select/Speaker*
NOTE:?buttonavailableon794x,796x,and797xmodelsonly.
NOTE:
OnphonesmodelsthatcontainaNavigationSelectbutton( ),theNavigationSelectbutton
registersastheEnterbutton.OnolderphoneswithoutaNavigationSelectbutton,theSpeaker
button( )registersastheEnterbutton.
22
Phone Remote 4
Screen Updates
Screenupdatesmaybeconfiguredeitherwhenselectingthedevicetocontrolonthe
Connectionspageoronceconnectedbyrightclickingontherefreshbutton.
Theoptiontorefreshaftereverykeywilldownloadthescreen
capturefromthephoneaftereachkeyissenttothephone.
Theautorefreshratewillupdatethescreenattheselected
interval.Thenumberindicateshowoftenarequestissenttothe
phone.Dependingonyournetworkandhowbusythephoneis,
thescreenmaynotupdateatthesamerate.
Youmayalsoleftclickontherefreshbuttonatanypointto
retrievethecurrentscreencapture.
CAUTION
The phones ability to respond to requests for screen captures may affect current call quality on
some slower model phones. Care should be taken with rapid screen captures on phones in
use. It is not recommended to add additional processing load to phone if troubleshooting QOS
issues.
23
Phone Remote 4
Phone Remote Features

ThenextsectionswillgooverthemanyfeaturesofPhoneRemote.TheseincludeitemslikePhone
ScreenCaptures,PingandTrace,ComparePhoneSettings,andevenEditPhoneSettings.Onefeaturein
particularcanmakeconfiguringandadministeringmanydevicesatonceawholeloteasier.(SeeMulti
Device/MultiViewScreen).
General Screen Options

Rightclickingonthephonescreenwillbringupsomegeneralfeatures.
Task
Description
Refresh
RefreshAfterEveryKey
Refreshesthecurrentimageonthephonescreen.
Refreshthephonescreenaftereverybuttonpress.
Thisfunctiontogglesonandoff.
AutoRefreshRate
Refreshthephonescreenafterthesettime.Time
isinseconds.
DisplayRefreshProgress
Displaysaprogressbaralongthebottomofthe
phonescreenwhentheimageisrefreshing.This
functiontogglesonandoff.
EnableEM
EnableExtensionMobilityforthecontrolled
phone.
EMLogin
*SearchforuserswithExtensionMobilityprofiles
tologintothecontrolledphone.
EMLogout
*LogoutthecurrentExtensionMobilityprofile.
PlaySound
Playsasoundonthedevicebeingcontrolled.
ViewPhoneWebPage
Opensabrowserwindowtothecontrolled
deviceswebpage.
EditDeviceinCCMAdmin
Opensabrowserwindowtothedevicesettings
pageforthephonebeingcontrolledinCall
ManagerAdministration.
CUCMReset
InstructsCallManagertoResetthedevicebeing
controlled.
CUCMRestart
InstructsCallManagertoRestartthedevicebeing
controlled.
*EMLoginandEMLogoutareonlypresentwhenExtensionMobilityisenabledoncontrolleddevice.
PhoneRemoteFeatures
24
Phone Remote 4
Phone Screen Captures

TheCapturebuttontakesthescreenascurrentlydisplayedonPhoneRemoteandsavesthe
imageasjpgintheScreenCapturesdirectory.(defaultc:\programfiles\voipintegration\phone
remote\screencaptures\)
Rightclickonthecapturebuttontoaccessthecapturemenu.
Fromthemenuyouhavethefollowingtasks:
Task
CapturetoClipboard
OpenImageDirectory
CaptureandViewImage
CaptureandEditImage
ViewLastImage
EditLastImage
Description
Capturesthecurrentlydisplayedimageonthe
PhoneRemotescreentothewindowsclipboard.
Opensanewexplorerwindowintothescreen
capturesdirectory
PhoneRemotescreen.Imageisviewedinyour
defaultpictureviewingsoftware.
PhoneRemotescreen.Imageisopenedin
MicrosoftPaintbrushforediting.
Lastscreencaptureisshowninyourdefault
pictureviewingsoftware.
LastscreencaptureisopenedinMicrosoft
Paintbrushforediting.
PhoneRemoteFeatures
25
Phone Remote 4
Ping and Trace Tool

ThePingandTraceToolisanetworktestingandverificationtool.Thepingtoolallowsyouto
pingthephonethatyouareconnectedtowitheitheragroupof5pingsorastringofcontinuous
pings.
ThetracetoolwillshowyouthenetworkpathbetweenthePCrunningPhoneRemoteandthe
devicethatyouareconnectedto.
PhoneRemoteFeatures
26
Phone Remote 4
Edit Phone Settings Tool

TheEditPhoneSettingstoolallowstheusertoeditbasicCallManagersettingsonthedevice
andlinesdirectlyfromPhoneRemote.
PhoneRemoteFeatures
27
Phone Remote 4
Compare Settings Tool

TheCompareSettingstoolallowsyoutocomparethedeviceorlinesettingsofthedeviceyou
areconnectedtowithanyotherphoneonthesamecluster.
Youcanchoosetocompareallofthesettingsfortheselecteddevicesorlimittheviewtoonly
theconfigurationsettingsthataredifferent.
YoualsohavetheoptionofexportingthisdatatoaCSVfile.SimplyclickonExporttoCSVand
selectalocationtosavethefile.
PhoneRemoteFeatures
28
Phone Remote 4
Additional Settings Options

Link to Phone Web Page
ClickingonthephoneIcononthetopleftofthescreenwillopenaweb
browsertothePhoneswebpage.
Link to Call Manager Device Settings Page

IfconnectedtothephoneviatheCallManagerconnectionmethod
thedevicenameinthetopleftofthephonescreenwillbecomealink
tothedevicesettingspagewithinCallManagerAdministration.
NOTE: Note:OptionnotavailablewhenconnectingdirectlytothephoneIP.
Keystroke Macros
ClickingontheMacrotabwillrevealtheavailablemacrooptions.PhoneRemotecomes
preconfiguredwithfourMacrosfunctions.TheyInclude
CUCMReset
CUCMRestart
FactoryErase
EraseITL
CUCMResetShutsdownthephonecompletelyand
rebootsit.
CUCMRestartRestartsthephonewithoutshuttingit
down.
FactoryEraseSendskeystrokestophonetoperform
factoryerase
EraseITLErasestheITLfilefromthephone
CallMe@Allowsyoutospecifyaphonenumbertobe
calledat.Clickingonthecallmebuttonorpressingenter
whenenteringphonenumberwilldialonspeakerphone.
ValidMacrocommandsare:09,*,#,?,Speaker,Headset,Mute,SoftKey15,Line18,Up,
Down,Left,Right,Select,Messages,Directories,SettingsandServices.
Eachnonnumerickeymustbeseparatedbyacomma.e.g.1234,Speaker,SoftKey3,1000,
SoftKey3.
PhoneRemoteFeatures
29
Phone Remote 4
Multi Device/Multi View Screen

MultiDevice/MultiViewisafeaturethatisavailableonversions3.1andnewer.Thisfeature
enablesuserstoviewmultiplescreensatonce.Userscanalsosendcommandstoasinglephone
ormultiplephonesattime.
TolaunchtheMultiDeviceScreen,clickontheMultiPhonebutton(
bottomofthePhoneremotewindow.
)locatedalongthe
1 2 3 4 5 6
7 8 9
10
11 12
13
14
15
16
17
18
19 20
PhoneRemoteFeatures
30
Phone Remote 4
MultiViewButtonMap
Item
1
2
3
4
5
Description
Keyboard
CommandHistory
Clusters
DeviceSearch
DeviceDrillDown
6
7
MacroForm
ViewPhoneScreens
ViewPhoneSettings
ViewPhoneSettings
10
RefreshRateDropdown
11
Refresh
12
ConnectedPhoneScreens
13
ScreenSize
14
DeviceSearchField
15
16
SearchFilter
SearchType
17
AvailableDevices
18
InputKeyboard
19
20
MacroEditor
ExistingMacros
Feature
Togglesthekeyboardon/off.
TogglestheCommandHistorypaneon/off.
TogglestheClustersPaneon/off.
TogglestheDeviceSearchpaneon/off
TogglestheDrillDownSearchpaneon/off.
Allowsyoutosearchfordevicesusingthedrill
downmethod.
BringsuptheMacrosEditor.
AllowstheusertobringupthePhonescreens.
Ifthephonescreensareblockedfromview,
i.e.anotherpaneishidingtheview,this
buttonwillbringthephonescreenstothetop.
TogglesthePhonesettingsHorizontalpane
on/off.
TogglesthePhonesettingsVerticalpane
on/off.
Allowstheusertochoosearefreshratefor
thescreenscurrentlyconnected.
Manuallyrefreshestheimagesfromallofthe
connectedphones.
Screensforthedevicesthatacrecurrently
connected.
Allowstheuserstochangethesizeofthe
screens.
Usersearchforanydeviceonaconnected
cluster.
Usercanfiltersearchresults.
TheLiveselectionrunsthequeryagainst
CUCMinrealtime.TheCachedselection
searchesagainstthelastcaptureoftheCUCM
config.(Eitheronconnectorlastrefresh)
Currentdeviceswhichareavailabletoconnect
to.
Thisisauniversalkeyboardwheretheuser
canenterkeystrokesthatwillgotoany
connecteddevicetheuserspecifies.
BringsuptheMacroEditortool.
DisplaysallexistingMacros.
PhoneRemoteFeatures
31
Phone Remote 4
Controlling Multiple Devices in Multi View

Phoneremotehastheabilitytocontrolmultipledeviceswhileviewingdevicesinmultiview.
Userscanchoosewhichdevicestheycansendcommandsto.Forexample,ausercanconnectto
threedifferentphones,buttheyonlywanttosendacommandfortwoofthephones.Thiscan
beeasilydoneinMultiView.
Step1MakesurethatPhoneRemoteisconnectedtothedevices.
Step2Selectthedevicesthataretobecontrolled.Confirmthattheselectionishighlightedin
white.
Note:EventhoughPhoneRemoteisconnectedtothedevicesshowninMultiView,thedevices
thataretobecontrolledneedtobeselectedbytheuser.Adevicethathasawhitehighlightin
thebackindicatesthatthedeviceisreadytobecontrolled.(Seenotationsontheimagebelow.)
Step3Oncethedesireddevicesarehighlighted,theusercansendkeystrokes,macros,and
othercommandstothehighlighteddevices.
Thegreenarrowspointtothedevicesthatarehighlightedinawhiteoutline.Thisindicatesthat
thephonesarereadytobecontrolledandanykeystrokesandcommandscanbesenttoboth
devices.Notehowthedeviceonthebottomisnothighlighted.Thisdevicewillnotreceiveany
keystrokesorcommandsdespitebeingconnectedtoPhoneRemote.
MultiViewisusefulforviewingandcontrollingmultipledevicesatatime.Thisfeaturecanbe
usefulwhenconfiguringalargequantityofsimilarmodelphonesthatwillhavesimilarsettings.
PhoneRemoteFeatures
32
Phone Remote 4
Macro Editor
TheMacrosEditorallowsyoutocreatecustomizedMacros.Thelistontheleftsidedisplaysall
customKeystrokeMacroscurrentlyavailable.Youcanaddnewcustommacros.
ToCreateanewMacros:
Step1ClickontheCreateNewMacrobutton.
Step2NameyourKeystrokeMacrointhenewfieldthatshowsintheKeystrokeMacros.
Step3YoucanbegintoaddKeystrokesfromthelistontheright.Thelistcontainsallbuttons
availableonthephone.YoucandoubleclickontheKeyorusetheLeft/RightDirectional
buttonslocatedinthemiddleofthetwoliststomovethekeysbackandforthbetweenlists.You
canusetheUp/DownButtonstochangethesequenceoftheMacrosKeystrokes.
Step4Whenfinishedaddingyourkeystrokes,youcantesttheKeystrokeMacrosbyclickingon
theSendtoSinglebutton.IfyoucurrentlyhaveMultiViewopen,youcanclickontheSendto
MultibuttonanditwillsendtheMacroKeystrokestoallphonesthatarehighlightedinwhite.
PhoneRemoteFeatures
33
Phone Remote 4
Send Text Message

Thisfeatureallowsyoutosendatextmessagetothephoneyouareconnectedto.
Multicast
Themulticastmacrosallowyoutocauseaphonetobegintransmittingorreceivingmulticast
audio.
Thisisausefulfeaturetoassistintroubleshootingmulticastissuesacrossthenetwork.
TheMulticastaddressandportmustbespecifiedas<IPAddress>:<Port>[:<Volume>]withinthe
multicastrange.Notethatvolumeisforreceivingmulticastonly.
Stats
Thestatstabshowsphone,networkandRTPStreaminformation.
TheStreamoptionallowsformanualorautomaticrefreshofcallstats.
PhoneRemoteFeatures
34
Phone Remote 4
History
TheHistorytabshowsalogofkeyssenttothephonealongwithanypendingkeysstillwaiting
tobesent.
PhoneRemoteFeatures
35
Phone Remote 4
Command Line Options

Phoneremotecanbeinvokedwithseveralcommandlineoptions.
CommandLineOption
RequiredValue
extnore
descord
nameorn
<extension>
<description>
<devicename>
<PhoneIPAddress>
<CallManagerIPAddress>
<username>
<password>
phoneip
cmip
u
p
Optionmusthaveaspacebetweenselectedoptionandvalue.
Usingcommandlineoptionsrequireeitherthattheconnectionbesavedorthatthephoneor
callmanagerIPaddress,usernameandpasswordbespecified.
Ifclustersettingshavebeensavedanycommandlineconnectionoptions(phoneip,cmip,uor
p)willoverridethesavedsettingsforthesingleconnectiononly.
Examples:
CommandLine
Result
PhoneRemote.exeextn54521
PhoneRemote.exee54521
PhoneRemote.exedescbob
PhoneRemote.exedbob
PhoneRemote.exenameD541
PhoneRemote.exenD541
PhoneRemote.execmip10.10.10.10u
ccmadministratorpciscoe54321
Searchforphoneswithextension54521
PhoneRemote.exedbobe1001
Searchforphoneswithdescription
containingbob
SearchforphoneswiththeName
containingD541
ConnecttoCallManagerserveratIP
address10.10.10.10withusername
ccmadministrator,passwordciscoand
searchforphonewithextension54321.
Searchforallphoneswithdescription
containingbobwhohasextension1001
onthephone
IfasingledevicematchesthesearchcriteriaPhoneRemotewillautomaticallyconnecttothat
device.
CommandLineOptions
36
Phone Remote 4
Monitoring for Phone Remote (Add-on Feature)

PhoneRemotehasanaddonfeature(Availableasaseparatelicense)thatcanallowyoutolistento
audiofromtheremotedevice.Youcanchoosetoplaytheaudiothroughyourcomputerspeakersorata
localphone.
Overall Monitoring Requirements

Inordertohavetheabilitytomonitoraudioonphonesviaphoneremote,youneedtodothe
following:
ObtainaRemoteAudioMonitoringLicense
EnableApplicationbasedmonitoring/BuiltInBridge.(PerPhoneorEntireCluster)
ConfigureMonitoringDestination(PhoneorCTIPort)
Enable Application-based Monitoring / Built In Bridge for Single Devices

1. InCallManager,gotothePhoneConfigurationpageonthephoneyouwantto
monitor.
2. ScrolldownandlocateBuiltInBridgeintheDeviceInformationsection.
MonitoringforPhoneRemote(AddonFeature)
37
Phone Remote 4
3. ChangethesettingsinthedropdownfromDefaulttoOn.
4. ClickontheSavebutton,thenclickontheApplyConfigbutton.
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Phone Remote 4
Enable Application-based Monitoring / Built In Bridge for the Entire Cluster

1. InCallManager,gotoSystemandclickonServiceParamaters.
2. UndertheSelectServerandServicesection,selecttheClusteryouwanttoenable
audiomonitoringforfromtheServerdropdown,thenontheService
dropdown,lookforandselecttheCiscoCallManagerservice.
3. ScrolldownandfindthesectionthatsaysClusterwideParametersConfiguration
(DevicePhone).LocateBuiltinBridgeEnableandchangethesettinginthe
dropdownfromOfftoOn.ThenclickontheSavebuttononthetop.
Oncethepreviousstepsarecompleted,BuiltInBridgewillbeenabledonallnewlyregistered
devicesbydefault.However,fortheconfigurationtotakeeffectonphonesthatwereregistered
beforemakingthechange,thephoneswillneedtobereset.
39
Phone Remote 4
Playing Monitored Audio via a Desk Phone

Tohavethemonitoredaudioplayfromadeskphone,youwillneedtosettheMonitoring
CallingSearchSpace(CSS)onthephoneslinetoacallingsearchspacethatcanaccessthe
phoneyouwanttomonitor.
1. InCallManager,fromthePhoneConfigurationpageofthephoneyouwantto
monitorfrom,clickonthelinethatisgoingtobeusedformonitoring.Thelinesare
locatedintheAssociationInformationsectionontheleftside.Thiswillbringup
theDirectoryNumberConfigurationpage.
40
Phone Remote 4
2. LocatetheMonitoringCallingSearchSpacedropdownontheDirectoryNumber
Configurationpage.SetthatoptiontoaCallingSearchSpacethatcanaccesstheextensionof
thephoneyouwanttomonitor.
3. ClickontheSavebuttonatthetoptoapplythesettings.
41
Phone Remote 4
Playing Monitored Audio via PC Speakers

TohavethemonitoredaudioplayonaPCviaitsspeakers,youwillhavetocreateanewCTIPort
andconfigureanextensiononthatCTIPort.YouwillalsoneedtosettheMonitoringCSSonthe
extensiontoaCSSthatcanaccesstheextensionofthephoneyouwouldliketomonitor.
1. InCallManager,gotoDevicethenclickonPhone.
2. IntheFindandListPhonespage,clickontheAddNewPhonebuttononthe
top.
3. UndertheSelectthetypeofphoneyouwouldliketocreatesection,setthe
phonetypetoCTIPort.ThenclickontheNextbutton.
4. EnterintherequiredinformationinthefieldsandfinishcreatingthenewCTIPort
byclickingtheSavebutton.
5. ConfigureanextensiononthenewlycreatedCTIPort.GototheAssociation
Informationsectionontheleftside.ClickonAddanewDNThiswillbringupthe
DirectoryNumberConfigurationpage.
42
Phone Remote 4
6. LocatetheMonitoringCallingSearchSpacedropdown.Setthatoptiontoa
CallingSearchSpacethatwillbeabletoaccesstheextensiononthephonethatisto
bemonitored.
7. ClickontheSavebuttonatthetoptoapplythesettings.
Setting Up Phone Remote for Monitoring

OnceyouhaveCUCMconfiguredformonitoring,(EnablingBuiltInBridge/NewCTIPort/Config
PhoneLineforMonitoring)youcanaddthePhoneandorCTIPortnamesintoPhone
Remote.AfteryouhaveaddedthedevicenamestoPhoneRemote,youwillneedtoreconnect
tothecluster.
1. IntheMonitoringTab,settheCTIConfiguration
byenteringthePortName,andSourcePortthat
youpreviouslycreated,OR
2. IntheMonitoringTab,setthePhone
ConfigurationbyenteringintheDeviceNameof
thephonethatyousetuptoreceivetheaudio.
3. ClickontheDisconnectbuttononthebottom
righttodisconnectfromthecluster,clickitagain
toreconnecttothecluster.Youmayneedtore
startPhoneRemoteiftheConnectionand
MonitoringStatusesdonotreconnect.
4. Oncetheconnectiontotheclusterisbackup,
youcansearchforthedevicethatyouwantto
monitorinthedevicestab.
43
Phone Remote 4
5. ClickonthedeviceyouwouldliketomonitorandclickonControlDeviceto
connecttoit.
6. OncePhoneRemoteisconnectedtothephoneyouwanttomonitor,clickonthe
RemoteAudioicononthebottom.Theiconwillturnyellowindicatingthat
monitoringiscurrentlyactiveonthephone.
Anycallsthatcomeinthroughthephonewillnowbemonitored.Theaudiofromthosecallswill
nowgotothephoneorthecomputerthatyouhavesetuptoreceiveit.
Changing the Remote Destination

Tochangeyourmonitoringdestination,rightclickontheRemoteAudioicon.Youcanchange
thedestinationbackandforthbetweenComputerandPhone.
44
Phone Remote 4
Monitor Warning Alert

TheAudioMonitoringfeatureinPhoneRemotecomeswithasettingtonotifyusersthattheir
phoneisbeingmonitored.Themonitoringnotificationhasavisualandaudioportionthatcan
beenabledordisabled.
1. IntheSettingsTab,scrolldownandfindthesectionthatsaysMonitoring
Warning.
2. ClickontheDropdownandchooseanyofthosemethodstoalerttheenduser.
3. Onceyouselectoneofthenotification
methods,youcanthenedittheMonitoring
TextMessagethatissenttothephonethat
willbemonitored.Notethatthemaximum
lengthis300characters.
Thenotificationwillbesenttothephonethemoment
thatyouclickontheRemoteAudiobuttonwhenyou
areconnectedtothephoneviaPhoneRemote.
BydefaultthenotificationissettoMessageonly.
45
Phone Remote 4
Appendix A: Call Manager Pre Requisite Configuration

AXL Service
ForPhoneRemotetofunctionwithCallManager,youwillneedtoensureyouhavetheAXL
serviceactiveandrunningonyourserver.
ToValidateyouhavetheAXLservicerunning:
UseawebbrowsertoaccesstheCallManagerServiceabilitywebpage.
https://<CallManager>/ccmservice
SelecttheTools>ServiceActivationmenu
UndertheDatabaseandAdminSection
EnsurethattheCiscoAXLWebServiceisactivated.Ifnot,clickthecheckboxandthenclick
thesavebuttonatthetopofthepage.
SelectTools>ControlCenterFeatureServicesmenu
EnsurethattheCiscoAXLWebServiceisrunning.Ifnot,clicktheradiobuttonandthen
clickthestartservicebuttonatthetopofthepage.
ServiceActivation
ControlCenterFeatureServices
AppendixA:CallManagerPreRequisiteConfiguration
46
Phone Remote 4
AXL User
YoumaychoosetouseaCallManageradministratorusernameandpasswordwithPhone
Remoteorassigntherequiredpermissionstoneworexistingusers.
AnyuserwhohasthegroupmembershipofStandardCCMSuperUserswillbeabletouse
phoneremotetosearchandcontrolphoneswithoutaddingthefollowingprocess.
Ifyouchoosetoaddausernewgroupforpermissionsandwanttorestrictpermissionstothe
minimumrequired.Youwillneedtoworkthroughthefollowingprocess.Thisnewgroupcan
thenbeaddedtoneworexistingendusersinCallManager.
FromwithinCallManagerAdministration
SelectUserManagement
SelectUserGroups(orAccessControlGroup)
ClickAddNew
EnteraGroupNamesuchas(AXLAccess)
ClickSave
SelecttheAssignRoletoUserGroupfromtherelatedlinks
ClickAssignRoletoGroupbutton
AddthefollowingRole:
StandardAXLAPIAccess(SeeFig.3.3)
Fig.3.3
47
Phone Remote 4
ClickSave
NowfindyouruserinCallManagerAdministration,UserManagement,EndUsersandaddthe
groupcreatedabove,theStandardCCMAdminUsersgroupandtheStandard
RealtimeAndTraceCollectiongroup.ThiswillallowtheusertoaccesstheAXLservicebutno
accesstoanyoftheCallManagerAdminwebpages.
ClickSave.
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Phone Remote 4
Using Phone Remote with Call Manager 8 and above

WiththereleaseofCallManager8,CiscointroducedSecuritybyDefaultandtheabilityto
connecttothephoneusinghttpsonsecurephones.Thesesecurityfeatureshaveadded
anotherlayerofcomplexitywhenaccessingthephones.
Authentication URL
TheAuthorizationURL(foundundersystem>EnterpriseParameters)istheURLwhere
requeststothephonesarevalidated.PhonesthathavetheabilitytocommunicateoverHTTPS
willtaketheSecuredPhoneURLParametersoverthenonsecureURLs.
ThesecureURLsneedtobeconfiguredinawaythatpassestheTrustVerificationService.

Trust Verification Service (TVS)
ThetrustverificationserviceistheremotecertificatestorefortheIPPhones.Whenaphone
attemptstoconnectviaHTTPSitfirstcheckswiththeTVStovalidatethecertificateofthe
remoteconnectionisvalid.IfthedestinationisnotfoundwithinthecertificatesontheTVS,the
HTTPSconnectionwillfail.
Bydefault,theonlycertificatesthatareintheTVSarethoseoftheCUCMservers.Additionally,
thecertificatesonlycontainthefullyqualifieddomainname(FQDN)oftheservers.
ThismeansthattheSecuredPhoneURLParametersmustreferencetheFQDNoftheCUCM
servers.
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Phone Remote 4
Appendix B: Cisco Call Manager Configuration for End User

Control
Adding a New User
UsethefollowingstepstocreateauserinCallManagerthathastheabilitytousetheenduser
credentials.
Logintoyourcallmanagerwithadministratorrights.
SelectUserManagement
SelectEndUser
ClickAddNew
Ataminimumenterthefollowing:
UserID
Password
ConfirmPassword
PIN
ConfirmPIN
LastName
Whenfinished,clicktheSavebutton.
Oncetheuserissaved,thedeviceassociationsectionwillhavetheAssociationbuttonenabled.
AppendixB:CiscoCallManagerConfigurationforEndUser
Control
50
Phone Remote 4
Associate Device
ClicktheDeviceAssociationbutton
Usingthefollowingwindow,searchforthedeviceyouwanttheusertobeabletocontrol
OnceyoulocatethedesireddeviceclickthecheckmarkandselectSaveSelected/Changes
ClickontheGobuttonintheupperrightofthesearchformtoreturntotheuser.
Theuserdeviceassociationssectionsshouldnowincludethedevicejustadded
ClicktheSavebutton.
YoushouldnowbeabletocontrolaphonebyitsIPAddresswiththisusername/password.
AppendixB:CiscoCallManagerConfigurationforEndUser
Control
51
Phone Remote 4
Appendix C: Integrated Call Manager Express / UC 500

configuration
ThefollowingcommandsarerequiredinCallManagerExpresstoallowuseofPhoneRemoteto
searchandcontrolphones.
Replacethe<CMEIPADDRESS>,<username>and<password>fieldswithyourspecificvalues
withoutthe<>'s
iphttpserver
ixitransporthttp
responsesize64
noshutdown
ixiapplicationcme
noshutdown
telephonyservice
urlauthenticationhttp://<CMEIPADDRESS>/CCMCIP/authenticate.asp<username><password>
servicephonewebAccess0
xmluser<username>password<password>15
logpassword<password>
snmpservercommunity<SNMPCommunity>RO
NOTE:
TheURLAuthenticationandLogpasswordmustbethesame.ServicephonewebAccessis
neededonphonefirmware9+.TheephonetypeisrequiredfortheAuthenticationURLto
besetonthedevices.
Reference:
ConfiguringtheXMLAPIChapterofthe
CiscoUnifiedCommunicationsManagerExpressSystemAdministratorGuide
http://www.cisco.com/en/US/docs/voice_ip_comm/cucme/admin/configuration/guide/cmeapi.html
IfforsomereasonyouareunabletorunIPHTTPServerorXMLServicesontherouterusetheenduser
devicemethodalongwiththeURLAuthenticationasspecifiedinAppendixD.
AppendixC:IntegratedCallManagerExpress/UC500
configuration
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Phone Remote 4
Appendix D: Direct Phone Call Manager Express / UC 500

Configuration
IfyouwishtobeabletocontrolCME/UC500phonesusingtheendusermethodyoumusthave
theminimumofthefollowingconfigurationontherouter.
TherewillbenoabilitytosearchforthephoneandyoumustknowthephoneIPAddress
telephonyservice
urlauthenticationhttp://<CMEIPADDRESS>/CCMCIP/authenticate.asp<username><password>
YoushouldthencontrolthephonebyspecifyingthephoneIPAddressandthe
username/passwordasconfiguredaboveontherouter.Theephonetypemustbespecifiedin
orderfortheauthenticationURLtobesetonthephone.
AppendixD:DirectPhoneCallManagerExpress/UC500
Configuration
53

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Phone Remote 4 Installation and Administration Guide

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Phone Remote 4

Call Manager Express

Software Licensing Activation Process

Automatic Online Activation

Web Browser Activation

Selecting Methods of Phone Control

Call Manager Administration User (Call Manager AXL)

Call Manager End User with device association (Direct to Phone)

Use of Remote Control Features

Call Manager Drill Down

Controlling a Remote Device

Sending Key Strokes

Phone Remote Features

General Screen Options

Phone Screen Captures

Ping and Trace Tool

Edit Phone Settings Tool

Compare Settings Tool

Additional Settings Options

Link to Call Manager Device Settings Page

Multi Device/Multi View Screen

Controlling Multiple Devices in Multi View

Send Text Message

Command Line Options

Monitoring for Phone Remote (Add-on Feature)

Overall Monitoring Requirements

Enable Application-based Monitoring / Built In Bridge for Single Devices

Enable Application-based Monitoring / Built In Bridge for the Entire Cluster

Playing Monitored Audio via a Desk Phone

Playing Monitored Audio via PC Speakers

Setting Up Phone Remote for Monitoring

Changing the Remote Destination

Monitor Warning Alert

Appendix A: Call Manager Pre Requisite Configuration

Using Phone Remote with Call Manager 8 and above

Appendix B: Cisco Call Manager Configuration for End User

Appendix C: Integrated Call Manager Express / UC 500

Appendix D: Direct Phone Call Manager Express / UC 500

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