PhoneView Installation Guide

PhoneView Installation Guide

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PhoneView Installation Guide TABLE OF CONTENTS

INTRODUCTION .......................................................................................................................3 Document Conventions..........................................................................................................3 INSTALLING PHONEVIEW ......................................................................................................4 Downloading PhoneView .......................................................................................................4 Prerequisites ..........................................................................................................................4 Installing PhoneView on a Client PC .....................................................................................5 RUNNING PHONEVIEW ...........................................................................................................7 Launching PhoneView ...........................................................................................................7 Adding a Group......................................................................................................................7 CONFIGURING THE CLUSTER FOR USE WITH PHONEVIEW...........................................10 Services ...............................................................................................................................10 User Accounts/Permissions .................................................................................................10 Enterprise Parameters.........................................................................................................11 Remote Audio Configuration ...............................................................................................11 CONFIGURING UCME FOR USE WITH PHONEVIEW .........................................................12 User Accounts/Permissions .................................................................................................12 UCME Configuration ...........................................................................................................12 TROUBLESHOOTING PHONEVIEW INSTALLATION ..........................................................13

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Introduction
This guide provides instructions for installing the PhoneView Cisco IP telephony utility application. PhoneView provides a real-time remote view of all your IP phones and allows you to group, filter and control the states of those phones, all from the PhoneView console. It provides an industry-first intuitive interface with your enterprise telephony environment that will save time and provide a more efficient and flexible way to interact with your users. PhoneView simplifies management of Cisco IP Phones; in particular it provides an intuitive graphical display of multiple IP phones' screens and allows you to manage them either individually or in sensible groups. For example, you can quickly filter and select groups of phones (e.g. every handset at one site/subnet or firmware version) then log users in or out, update their firmware or their background image, all with one command. The graphical and tabular views allow you to instantly verify that every phone's update was successful.

With PhoneView you can: Remotely control one many or all IP phones at the same time Group and filter your phones by multiple inclusive or exclusive criteria Manage the selected phones' states, either singly or in groups Capture and manage phone information

Critically, most phone-related issues (other than physical phone faults) that would previously have required a site visit can now be handled remotely, eliminating around 90% of site callouts and therefore providing unparalleled return on investment (ROI).

Document Conventions Text shown in bold type indicates an object on the screen, whether a menu or menu
option, shortcut, button, tab or field.

Text in italics indicates data to be input by the user. Text inside [square brackets] indicates a text button (not an icon), e.g. [Save]. Menu commands and selections in a tree structure are described as follows: menu > sub-menu > command. Select in the context of this document means click with the left mouse-button. Keyboard keys are designated by UPPER-CASE, e.g. press the TAB key.
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Installing PhoneView
Downloading PhoneView
1. Double-click on the link for the correct version of PhoneView on the Unified FX downloads page (http://www.unifiedfx.com/downloads). Note: Only users registered on the Unified FX website can download the software or licenses.

Prerequisites
Before installing PhoneView, ensure that these minimum installation conditions are met: User is logged in with administrative (software installation) privileges. Client PC has minimum specification as follows: o Windows XP SP3 (any other newer version of Windows including Windows 7) o Microsoft .Net 4.0 Full o 2GB RAM o 1.6 GHz CPU o Network connectivity to the Cisco UCM/UCME system and the IP phones User has downloaded the PhoneView application from http://www.unifiedfx.com Note that you must register on the website before you can download the software.

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Installing PhoneView on a Client PC
Once youve downloaded the software, install it as follows: 1. Double-click on the PhoneViewsetup_version.msi file. The PhoneView setup wizard opens.

2. Review the license agreement and click to select the I Accept radio button to proceed. 3. Click the [Install] button.

4. The application will install and provide feedback on the installation progress.
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5. A progress bar in displayed, then the Installation Complete window appears.

6. Click the [Finish] button. PhoneView has installed successfully.

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Running PhoneView
To use PhoneView you must launch the program, add one or more groups of IP phones then if required activate licenses for those clusters.

Launching PhoneView
Once installed, launch PhoneView as follows: 1. Click the Windows [Start] button and navigate through the programs menus to the PhoneView application: a. In Windows XP, [Start] > All Programs > Unified FX > PhoneView. b. In Windows 7, > PhoneView. 2. Click the PhoneView icon to launch the program.

Adding a Group
Once PhoneView is installed you can activate one or more Group (dependent on your license). Note: A group of phones relates to either a cluster or a UCME system with one or more phones configured. Note: the free version of PhoneView supports a single group of up to 50 phones. To add a group: 1. Select the [Group] > Add menu option. The Group Properties dialogue opens (the name of this dialogue is updated dynamically to match the group name you enter).

2. Enter the following details: a. Group Name b. Server IP Address (the UCM or UCME target system) c. Server Version (Select Express for UCME systems) d. Admin User e. Admin Password f. Phone User g. Phone Password
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3. Click on the [CTI Settings] Tab

4. Enter the following CTI Connectivity Settings: a. Enable CTI b. Use Phones Subscriber for CTI Server c. CTI Server IP Address d. CTI Timeout e. Device Monitor Limit 5. Enter for following settings for Remote Monitor: a. CTI Port Name b. Notify User When Monitored c. Monitor Message Note: The Remote Monitor feature will not be visible/available unless specifically licensed. Note: The CTI Settings tab will only be available if the appropriate Group Version is selected as per 2c. Currently CTI is supported on CUCM Version 7.0 and above. The following table describes the CTI Settings:

Setting
Enable CTI

Description
To enable the use of CTI to send key presses and other actions to the phone enable this setting. Note: This needs to be enabled if the Remote Audio Monitoring feature is used For large clusters with 2000 or more phones this setting may need to be enabled. When enabled multiple CTI Instances are created, one for each subscriber that a phone is registered too. Note: If in doubt, or troubleshooting CTI Connectivity disable/ clear this setting

Use Phones Subscriber for CTI Server

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Setting
CTI Server IP Address CTI Timeout Device Monitor Limit

Description
This is the IP Address of the node with the CTI Manager service enabled to create the CTI Connection with This is the number of seconds before timing out the creation of the CTI Connection The number of devices (Phones) to actively CTI Monitor simultaneously. For CTI Scaling and performance reasons different CUCM Server platforms support between 500 and 2000 active devices to be monitored via CTI. If in doubt leave the value at its default of 500 This is the name of the CTI Port congured in CUCM that PhoneView will register to receive Audio from the Remote Phone being monitored When the Audio on a remote phone is Monitored the user is notied with a text message to their IP Phone. The message is sent by default, by unchecking this setting a message will no longer be sent to the phone If the Notify User When Monitored setting is enabled this text will be sent to the IP Phone when the Audio is remotely Monitored

CTI Port Name

Notify User When Monitored

Monitor Message

6. Once the administrator account details are entered you can test connectivity to the server by clicking the [Test Settings] button. A message box appears stating whether the test was successful.

7. If the test was not successful, see the configuration and troubleshooting sections of this document for further information. If the problem is still unresolved, contact Unified FX. 8. Click the [Add] to add the group 9. Once the group is added, you will be prompted to extract a list of phones from the group. Click [Yes] and PhoneView will download a list of phones from the relevant group Note: Before adding any phones to the cluster, it is a good idea to save the cluster information by selecting the [File] > Save menu option

10. If you clicked [No] in step 9, you can manually update the list of phones at any time by selecting the [Group] > Update > yourgroupname menu option. Each phone in the cluster appears in the Screen View tab.
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Configuring the Cluster for use with PhoneView

Services
PhoneView populates its list of IP Phones by extracting a list of phone devices from the cluster. In addition to populating the list of phones, PhoneView can use the Extension Mobility API to log users in and out of phones without the need for their password. Therefore the following services need to be enabled on the server PhoneView is configured to use: Cisco AXL Web Service Cisco Extension Mobility Cisco CTI Manager (if using CTI for remote control or Remote Audio Monitoring)

User Accounts/Permissions
PhoneView requires two user accounts to be configured as follows: Admin User The Admin User is used to extract a list of phones from the UCM system and some basic information such as the Phones IP Address, in addition to logging users in and out using Extension Mobility. It is recommended to create the admin users as an application user with the following Standard Groups: Standard CCM Server Monitoring Standard EM Authentication Proxy Rights Standard Tab Sync User Note: The permission names listed above are for UCM Version 8.5, some older UCM versions use a slightly different name. However the minimum roles required are: Standard AXL API Access Standard EM Authentication Proxy Rights Standard SERVICEABILITY Phone User The Phone User is used to remotely control the IP phones and push phone backgrounds using the Phone Personalisation method. The Phone User should be created as an end user and requires the following: Standard CTI Enabled Device Association with all physical IP Phones Note: The following additional permissions are required if the Remote Audio Monitoring feature is used: Standard CTI Allow Call Monitoring Standard CTI Allow Control of Phones supporting Connected Xfer and conf Device Association with the CTI Port configured for use by PhoneView as per item 5a. above (Default CTI Port name is PHONEVIEW) Note: If multiple instances of PhoneView are used on the same cluster for Remote Audio Monitoring then a unique CTI Port is required per instance of PhoneView. Note: The Phone User needs to be created as an End User if the ability to push phone backgrounds is required.
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Note: It is technically possible to use the same user account for the admin and phone user as long as they have the appropriate configuration above. However on some older UCM versions there are restrictions that do not allow the use of a single user account, hence the reason PhoneView can use two separate user accounts if necessary.

Enterprise Parameters
The following Enterprise Parameters need to be set in order for authentication of the remote control requests and the ability to push backgrounds to the phone: Phone Personlization = Enabled URL Authentication and/or Secured Authentication URL configured correctly (i.e. uses an IP Address or a hostname that can be resolved from the IP Phone

Remote Audio Configuration

The following is additional configuration required if the Remote Audio feature has been licensed for use within PhoneView: 1. Create a CTI Port, Select the [Device] > Phone menu option. 2. Click the [Add New] button 3. Specify the following parameters: a. Phone Type = [CTI Port] b. Device Name (default is PHONEVIEW) c. Device Pool d. Device Security Profile 4. Click [Add a new DN] and then specify the following parameters: a. Directory Number b. Route Partition c. Monitoring Calling Search Space 5. Click [Save] 6. Enable built-in Bridge, Click [System] > Service Parameters 7. Select a Server (i.e. publisher) 8. Select the [Cisco CallManager] Service 9. Goto the Clusterwide Parameters (Device - Phone) section 10. Set the Builtin Bridge Enable to On 11. Click [Save] Note: By default there is no tone played when a call is being monitored remotely, if this is desirable it can be set under the Clusterwide Parameters (Feature - Monitoring) of the Cisco CallManager Service Parameters. Note: In some scenarios it will be necessary to configure the Monitoring Calling Search Space of the CTI Port (default name PHONEVIEW) to provide reachability to the Directory Numbers of the device(s) to be monitored. Please refer to the following document on CCO for detailed information of the Silent Monitor feature: http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/admin/6_0_1/ccmfeat/fsmr.html Note: The builtin bridge can be enabled on a per phone basis if it is undesirable to enable this cluster wide. Note: The CTI Port used by PhoneView needs to be associated to the Phone User configured on the Group Properties page as per item 2f. Note: The Remote Audio feature uses the built-in bridge of the IP Phone, some of the older phone models (i.e. 7940 & 7940) do not have this capability and therefore cannot be monitored remotely.

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Configuring UCME for use with PhoneView

User Accounts/Permissions
PhoneView requires two user accounts to be configured as follows: Admin User The Admin User is used to extract a list of phones from the UCME system and some basic information such as the Phones IP Address, in addition to logging users in and out using Extension Mobility. Phone User The Phone User is used to remotely control the IP phones.

UCME Configuration
The configuration example uses the following credentials: Admin User: pvadmin Admin Password: cisco Phone User: pvphone Phone Password: cisco Example UCME Configuration: ip http server voice register global mode cme url authentication http://[UCME IP Address]/CCMCIP/authenticate.asp ixi transport http response size 64 no shutdown request outstanding 1 ixi application cme no shutdown telephony-service xml user pvadmin password cisco 15 url authentication http://[UCME IP Address]/CCMCIP/authenticate.asp pvphone cisco

Note: The current CCIE lab IOS version of UCME has a bug that prevents PhoneView from automatically extracting the IP Address of SIP Phones registered to a CME system, so for those phones you can go to the DataView and enter the IP Address manually against the corresponding phone. Note: The Phone IP Address can only be changed in the Lab Edition of PhoneView

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Troubleshooting PhoneView Installation

The following table lists a number of common problems and solution when installing and using PhoneView for the first time:

Problem
Phones do not have any IP Addresses after performing group update

Solution
Check both of the following: 1. The Admin User configured for PhoneView has the Standard CCM Server Monitoring group 2. Microsoft .Net 4 Full is installed Note: To check the .Net version installation, enter the following in the address bar of Internet Explorer javascript:alert(navigator.userAgent) and compare against the following: Microsoft .Net 4 Full = .NET4.0E Microsoft .Net 4 Full Prole can be downloaded from here: http://www.microsoft.com/download/en/details.aspx?id=17718

Unable to push Phone Backgrounds

Make sure Phone Personlization is enabled for the phone, or the cluster. The Cluster setting can be found in Enterprise Parameters. Note: UCM 6.x or above is required This is typically an authentication issue, when remote control commands are sent to the phone or a screenshot is taken the authenticated the Phone User credentials. Check the following: Make sure the Phone User congured in PhoneView has device association with all IP phones Make sure the Authentication URL used by the phone uses an IP Address or can resolve the hostname. To test the operation of authenticating remote control, you can try to manually view the phone screen by browsing to the following URL: http://[Phone IP Address]/CGI/Screenshot Note: With the release of UCM 8.x Cisco have introduced Security by Default functionality. As part of this the phone may now use the secure Authentication URL (using HTTPS). It is necessary for the ITL le on the phone to trust the cluster TVS service for the authentication to continue to work on the phone

Unable to remotely control any Phone

For further troubleshooting refer to the FAQ page: http://www.unifiedfx.com/phoneview/faq

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