App-Pendix Directories System User Manual Version 8.0.33
App-Pendix Directories System Overview by Syn-Apps The App-Pendix Directories System for Cisco Unified Communications Manager consolidates IP Phone directories and makes them accessible to all Cisco XML enabled phones. With App-Pendix you can create a global directory, available to all phones regardless of the Call Manager cluster configuration. App-Pendix can also be configured to support a hosted CUCM environment, whereby phones in a certain site only see the other phones in that site. App-Pendix supports searching on names as well as a configurable search field. App-Pendix supports importing user data from SQL database tables or Microsoft Active Directory enabled products such as Windows 2000 Server or Exchange. Multiple Active Directory sources are supported. App-Pendix can also be configured to support the built in CUCM end users for one or multiple CUCM clusters. App-Pendix uses a new predictive directories model (IE T9 texting), whereby users only need to press a keypad button once no matter which letter they mean to send. After each key press the directories input screen will update reflecting the number of users matching the current filter and the most likely match characters.
About Syn-Apps Syn-Apps L.L.C. was founded in 2001 as a consulting firm focused on developing software for IP telephony platforms. Since that time, Syn-Apps has evolved as a market leader in enterprise-wide paging and notification solutions designed to improve business processes, increase safety, and streamline internal and external communication. Since 2001, over 2,000 organizations have integrated our notification software with phones, paging systems, IP speakers, and hundreds of other internal systems and services. Syn-Apps has an extensive knowledge base in numerous development technologies. In addition, Syn-Apps has a strong background in network design and networking fundamentals. We believe this combination of experience in a broad range of technologies allows us to offer our customers an end-to-end application development solution. We believe that in order to have a successful application deployment, one should not only understand the development environment, but also understand how the application will interact with the rest of network. Syn-Apps has extensive networking experience based on a number of network development and design projects for many Fortune 100 companies. We believe that this enables us to become a valuable asset to any development team. Syn-Apps developers have a wide variety of development experience in many diverse industries. Our developers have been employed by, or consulted for companies such as Oracle, Microsoft, Cisco, General Motors, General Dynamics, Bloomberg, and many others. All of our developers have a keen understanding of the software development life cycle and know how to develop successful applications. At Syn-Apps we understand the importance of a team environment and are comfortable developing and sharing information to ensure that the best of breed product is produced.
4 App-Pendix Directories System User Manual and Install Guide Table of Contents Part 1 App-Pendix: Overview 7 Part 2 App-Pendix: Features 10 Part 3 App-Pendix: System Requirements 12 1 Application... Server Requirements 13 Window s 2003... Server 14 Window s 2008... Server 15 Disabling UAC... 16 Disabling Public... Firew all 16 Disabling IE... Enhanced Security 17 Creating ASPNET... User Account 17 Verifying IIS... Installation 18 Installing ASP.NET... 19 Window s 2012... Server 20 2 CUCM... Requirements 21 3 Network... Requirements 22 Part 4 App-Pendix: System Installation 24 Part 5 App-Pendix: Configuration 26 Part 6 App-Pendix: Web Management Interface 31 Part 7 App-Pendix: Configuring Tenants 33 1 Tenants... - Tenant Sites 34 2 Tenants... - Tenant Users 35 Part 8 App-Pendix: Configuring Custom Directories 37 1 Custom... Directories - Directory Data Structure 39 2 Custom... Directories - Entering Directory Data 40 Part 9 App-Pendix - Settings 42 1 Settings... - Directory Settings 43 2 Settings... - Soft Keys 46 3 Settings... - Directory Browser 49 4 Settings... - CUCM Sites 50 5 Settings... - LDAP Data Sources 51 6 Settings... - Password 52 7 Settings... - Email Settings 53
Contents 5 8 Settings... - Service Log Level 54 Part 10 Directory Browser 56 Part 11 App-Pendix: Phone Services 59 Part 12 App-Pendix: Accessing Directories 62 1 Accessing... Custom Directories 64 Part 13 App-Pendix: Help and Support 66 1 Help -... Post Install Instructions 67 2 Help -... Documentation 70 3 Help -... Request Support: Knowledge Base 71 4 Help -... Request Support: Prepare Report 72 5 Contact... Syn-Apps Support 73 Part 14 App-Pendix >> Information Center 75 5
App-Pendix: Overview Part 1
App-Pendix: Overview 1 7 App-Pendix: Overview App-Pendix Directories System The App-Pendix Directories System for Cisco Unified Communications Manager consolidates IP Phone directories and makes them accessible to all Cisco XML enabled phones. With App-Pendix, users can create a global directory, available to all phones regardless of the Call Manager cluster configuration. App-Pendix can also be configured to support a hosted CUCM environment, whereby phones in a certain site only see the other phones in that site. App-Pendix supports searching on names as well as a configurable search field. App-Pendix supports importing user data from Microsoft Active Directory enabled products, such as Windows 2000 Server, Exchange, or Open LDAP Active Directory. Multiple Active Directory sources are supported. AppPendix can also be configured to support the built in CUCM end users for one or multiple CUCM clusters. App-Pendix uses a T9 texting predictive directories model; allowing users to press a keypad button once to search for contacts. After each key is pressed, the directories input screen will update reflecting the number of users matching the current filter and the most likely matching characters. Recent feature additions for App-Pendix include: Feature Description App-Pendix 8.0.33 CUCM 10 App-Pendix now supports CUCM 10. Cisco Phones App-Pendix now supports Cisco 88xx and 78xx series phones. Customizable Soft-Key Labels Create custom soft-key labels to be used on end-users Cisco IP phone displays. App-Pendix 8.0.23 Active Directory Import The Active Directory import has been redesigned. OpenLDAP Import OpenLDAP servers such as Sun One LDAP can now be imported. App-Pendix 8.0 Predictive Directories A texting model similar to T-9 texting is now used by default. This allows searches to be made on all searchable fields at once and provides instant feedback after each button press. CUCM Clusters Support for multiple CUCM clusters. This allows multiple CUCM clusters end users to be joined together to create a global directory. Data Source Filters Import user data from one or more Active Directory data sources. Dynamic Tenants Tenant users can be assigned dynamically using a filter, this should ease tenant management or eliminate it all together. Location Details Sites and location details can be configured in the system, this will allow location and address details to be shown for users in the directory. Cross Cluster Prefixing Cross cluster prefixing is supported, this will allow multi-cluster global directories to support inter-cluster dialing. Search by Site Provides a menu of configured Site-Codes for users to select from, Site-Codes can represent any number of fields. Directory Browser Browse and search the directory using the App-Pendix web site. User images are supported. Contact Cards The IP Phone directory will now show contact cards for contacts. Contact cards include user images and pertinent user information like name, title, department, phone numbers and email.
8 App-Pendix Directories System User Manual and Install Guide The App-Pendix Directories System has been created using ASP.NET 3.5 to provide a rich user interface. Menus and lists that contain multiple items are searchable, simply highlight the menu or list in question and begin to type, the selection indicator will select the first matching item in the list. Tables and grids are sortable by clicking on the column header or the column you wish to sort on. All entries in the GUI are validated on the client side to prevent typographical errors. Tables and grids that can contain thousands of entries use a client side caching model that will allow for good performance without overloading the client or server system.
App-Pendix: Features Part 2
10 2 App-Pendix Directories System User Manual and Install Guide App-Pendix: Features The App-Pendix Directories System offers its administrators and users many useful features: Feature Description Primary Features Tenant Model Hosted CUCM systems can provide partitioned directories to their customers. Customer-A will only see the users for Customer-A and so forth. Search Fields App-Pendix provides a directory that can be searched based on first name, last name, site-codes, and most other columns that exists in the source user database. Predictive Directories A T9 texting model used by default. This allows searches to be made on all searchable fields at once, thus providing instant feedback after each button press. Multiple CUCM Clusters Support for multiple CUCM clusters. This allows multiple CUCM clusters end users to be joined together to create a global directory. Data Sources Active Directory Import user data from one or more Active Directory data sources. OpenLDAP Import user data from one or more OpenLDAP servers, such as Sun One LDAP. AD Path Filters Import Active Directory users that match a certain LDAP search path. CUCM Direct Import users and phone info from CUCM 5/6/7/8/9/10. Multiple clusters supported. Additional Features Dynamic Tenants Tenant users can be assigned dynamically using a filter. This feature is designed to ease tenant management, or eliminate it all together. Location Details Sites and locations can be configured in the system,allowing location and address details to be shown for users in the directory. Cross-Cluster Prefixing Cross-cluster prefixing is supported, allowing multi-cluster global directories to support inter-cluster dialing. Custom Directories App-Pendix allows creation of custom directories which can be useful in many cases, for example a directory of emergency numbers or a directory of vendors. Local Search Allows users to quickly search other users at their own site. Local Search requires device to phone association in CUCM direct mode. Cluster Search Allows users to quickly search other users in their own cluster. Search by Site Provides a menu of configured Site-Codes for users to select from, Site-Codes can represent any number of fields. Directory Browser Browse and search the directory using the App-Pendix web user interface. User images are supported. Contact Cards The IP Phone directory will now show contact cards for contacts. Contact cards include user images and pertinent user information such as: Name, Title, Department, Phone Numbers, and E-Mail.
App-Pendix: System Requirements Part 3
12 3 App-Pendix Directories System User Manual and Install Guide App-Pendix: System Requirements In order for App-Pendix to function properly there are some system requirements that need to be met. Review the system requirements before installing the product. The App-Pendix system requirements are organized into the following categories: App-Pendix Requirement Description Application Server Requirements The hardware and software requirements for the server App-Pendix is to be installed on. Cisco Communications Manager Requirements The Cisco Communications Manager Requirements. Network Requirements Network port usage and multicast setup information.
App-Pendix: System Requirements 3.1 13 Application Server Requirements The App-Pendix application server must meet the following requirements: Server Requirement Description Software Requirements Supported Versions Operating System Windows Windows Windows Windows 2003 (32-bit only) or 2008 SP2 (32-bit or 64-bit versions) or 2008 R2 2012 Note: See the following for server operating system requirement setup specifics: Windows 2003 Server Windows 2008 Server Windows 2012 Server Microsoft.NET Microsoft.NET 3.5 *Automatically installed if the server has internet access (or download here) [Included with Windows 2008 R2] Microsoft SQL Server Microsoft SQL Server 2000 or greater. *SQL Express 2008 R2 SP1 is automatically installed if the server has internet access (or download here: 64-bit or 32-bit) Hardware Requirements Server hardware minimum requirements listed below CPU Intel Core-2 Duo (minimum recommended) Memory 2 GB of system memory (minimum requirement) Hard Drive 10 GB of hard drive space (minimum requirement)
14 3.1.1 App-Pendix Directories System User Manual and Install Guide Windows 2003 Server Windows 2003 Server Requirements A number of Windows Components are required to be installed on Windows 2003 operating systems. The App-Pendix installer will attempt to enable all required options. If problems occur after installation then the installed components should be verified using the method below. To install the required components open Windows Components on the application server. Navigate to Start >> Control Panel >> Add Remove Programs. In the Add Remove Programs window, select the Windows Components button. When the Windows Components window appears, configure the following components as described: Windows Component Description Internet Explorer Enhanced Internet Explorer Enhanced Security Configuration must be unchecked. Security Configuration ASP.NET Under Application Server the ASP.NET check box must be checked. Internet Information Services Under Application Server >> Internet Information Services >> World Wide Web Service >> Active Server Pages and World Wide Web Service must be checked.
App-Pendix: System Requirements 3.1.2 15 Windows 2008 Server Windows 2008 Server Requirements The following tables describe the Windows 2008 server requirements for the App-Pendix Directories System. Windows 2008 R1 systems only: Windows 2008 R1 Req. Description Windows 2008 SP2 Make sure that Windows 2008 SP2 has been installed, which is required for automatic configuration. Microsoft.NET 3.5 If the application server does not have internet access make sure.net 3.5 has been installed..net 3.5 and be downloaded here. Note: If the application server does have internet access then the SA-Announce configuration utility will automatically download and install ASP.NET 3.5. The following are required for all Windows 2008 servers: Server Requirement Description Manual Setup Requirement These require manual setup. Disabling Public Firewall Firewall must be disabled or set to allow access on the required ports (see Network Requirements). Auto-Setup Requirement The installer should automatically complete these. Disabling IE Enhanced Security Configuration IE Enhanced Security Configuration must be disabled to allow the website to function properly. Creating ASPNET user account Create an ASPNET user account on the App-Pendix application server. Installing Internet Information Service (IIS) IIS is required for the product to function. Installing ASP.NET ASP.NET 3.5 is required for the product to function. Recommended These are recommended items. Disabling User Account Control (UAC) We recommend disabling UAC.
16 3.1.2.1 App-Pendix Directories System User Manual and Install Guide Disabling UAC Disabling User Account Control (UAC) To disable User Account Control on the application server (recommended) perform the following: Disabling User Account Control Description Launch Control Panel Launch Start >> Control Panel on the application server. Launch User Accounts Under Control Panel, launch User Accounts. Turn User Account Control on or off Under User Accounts select Turn User Account Control on or off. Disable UAC Uncheck the Use User Account Control (UAC)... checkbox. Click OK Click OK to accept the changes. Reboot Windows will require a reboot. Reboot the system. 3.1.2.2 Disabling Public Firewall Disabling Public Firewall To disable Public Firewall on the application server (required) perform the following: Disabling Public Firewall Description Launch Server Manager Start >> Server Manager or right-click on Computer and select Manage. Select Windows Firewall In Server Manager, expand Configuration and select Windows Firewall. Select Go to Windows Firewall. Select Windows Firewall Properties In Windows Firewall Configuration, click the Windows Firewall Properties link at the bottom of the page. Switch Firewall Off In Windows Firewall Properties click the Public Profile tab. Switch the Firewall State to Off. Finalize Changes Click OK. The Public Profile s Firewall should now be off.
App-Pendix: System Requirements 3.1.2.3 17 Disabling IE Enhanced Security Disabling IE Enhanced Security Configuration To disable IE Enhanced Security Configuration on the application server (required) perform the following: Disabling IE Enhanced Security Description Launch Server Manager Start >> Server Manager or Right-Click on Computer and select Manage. Select Configure IE ESC Select the Configure IE ESC option at the bottom right. Turn IE ESC Off Click Off for both Administrators and Users. Finalize Changes Click OK. 3.1.2.4 Creating ASPNET User Account Creating ASPNET user account To create the ASPNET user account on the application server (required) perform the following: Create ASPNET User Account Description Launch Server Manager Start >> Server Manager or Right-Click on Computer and select Manage. Add New User Under Server Manager expand the Configuration item and expand Local Users and Groups. Right click the Users folder and select New User. Configure New User In the New User dialog create user with User name ASPNET. All other fields are optional. ***Account does not need to be active. Disable account if desired. Click Create Click Create on the New User dialog to create the new user.
18 3.1.2.5 App-Pendix Directories System User Manual and Install Guide Verifying IIS Installation Verifying Internet Information Service (IIS) The application installer will install and configure IIS automatically. If there are any issues during installation, this data can be used to verify the settings. To install the IIS Role and required Features on the application server (required) perform the following: Installing the IIS Role Description Launch Server Manager Start >> Server Manager or right-click on Computer and select Manage. Go to Roles In Server Manager with Server Manager selected, select Go to Roles. Select Server Roles In the Add Roles Wizard select the Web Server (IIS) role and click Next. Add Required Features In the Add Roles Wizard click Add Required Features. The Add Roles Wizard will appear again. Click Next to begin adding the required features. Adding Role Services The required Role Services for the IIS role. Select Role Services In the Add Roles Wizard, select All Role Services for the Web Server role. Alternatively, the Add Role Services Wizard will appear if the role was previously installed. Click Next when all items have been selected to complete the installation.
App-Pendix: System Requirements 3.1.2.6 19 Installing ASP.NET Installing the ASP.NET feature on Windows 2008 The application installer will install and configure ASP.NET and features automatically. If there are any issues during installation, this data can be used to verify the settings. To install the ASP.NET feature manually on the application server, follow the directions in the table. Note that ASP. NET is required. Install ASP.NET Feature Description Launch Server Manager Start >> Server Manager or right-click on Computer and select Manage. Add Features In Server Manager with Server Manager selected, select Add Features. Select Features In the Add Features Wizard, select the.net Framework 3.X feature and all sub-features. Click Next. The features will be installed. On Windows 2008 R1, the feature is.net Framework 3.0 Features, on Windows 2008 R2 the feature is.net Framework 3.5.1 Features. This completes the Windows 2008 Server requirements section.
20 3.1.3 App-Pendix Directories System User Manual and Install Guide Windows 2012 Server Windows 2012 Server Requirements The following tables describes the Windows 2012 Server Requirements for the App-Pendix Directories System. Server Requirement Description Manual Setup Requirement These require manual setup. Disabling Public Firewall Firewall must be disabled or set to allow access on the required ports (see Network Requirements). Auto-Setup Requirement The installer should automatically complete these. Disabling IE Enhanced Security Configuration IE Enhanced Security Configuration must be disabled to allow the website to function properly. Installing Internet Information Service (IIS) IIS is required for the product to function. Installing ASP.NET ASP.NET 3.5 is required for the product to function. Recommended These are recommended items. Disabling User Account Control (UAC) We recommend disabling UAC.
App-Pendix: System Requirements 3.2 21 CUCM Requirements Communications Manager must meet the following requirements for App-Pendix to function correctly: CUCM Requirements Description CUCM 4 and above AXL Web Service The Cisco AXL Web Service must be enabled on all CUCM listed in App-Pendix configuration. Note: This setting can be found in Cisco Unified Serviceability Database and Admin Services for CUCM 5 and greater. On CUCM 4, the AXL Web Service is running if the Call Manager service is running. CUCM Express No special requirements for CUCM Express. ***These requirements are for CUCM direct integration and advanced features lik e cross cluster prefixing. They do not pertain to phones accessing the directory. Any Cisco XML enabled phone can access the directory in the No Tenant Mode.
22 3.3 App-Pendix Directories System User Manual and Install Guide Network Requirements App-Pendix requires proper connectivity to/from the CUCM and end-point devices in order to deliver notifications. Consult the below table to determine which ports need to be opened to allow proper operation. Firewall requirements/port usage: Port Description App-Pendix to CUCM Protocol description 80, 443, 8443 TCP - HTTP/SOAP - AXL App-Pendix to IP Phones 80 TCP - HTTP IP Phones to App-Pendix 80 TCP - HTTP App-Pendix to Active Directory 389 TCP - UDP
App-Pendix: System Installation Part 4
24 4 App-Pendix Directories System User Manual and Install Guide App-Pendix: System Installation The required components for ASP.NET 3.5 and SQL Express 2008 R2 SP1 must be installed if the application server running App-Pendix does not have internet access. For additional details, see the Application Server Requirements section for the download URLs. Users must be logged onto the application server as an administrator (local or domain) to properly complete the installation. Installation Procedure Description Start the Installer Screenshot Start the App-Pendix setup program. The App-Pendix setup program welcome screen should appear. Click Next to proceed. Note: Download App-Pendix here - a license is required contact sales@syn-apps.com to request one. Accept License Agreement The License Agreement page should appear. Read and accept the license terms by selecting the I accept the agreement radio button. Click Next to proceed. Requirement Information Review and verify the server requirements. The server requires internet access during installation. Click Next to proceed. The system requirements will now be validated. Missing components will be downloaded and installed if necessary. This could take some time depending on the system. Ready to Install Click Install to start the product installation. Install Complete The installation is now complete. Make sure the Launch App-Pendix Configuration checkbox is checked. Click Finish to begin the App-Pendix Configuration program.
App-Pendix: Configuration Part 5
26 5 App-Pendix Directories System User Manual and Install Guide App-Pendix: Configuration To use the App-Pendix software, a valid license key must be obtained from Syn-Apps Support. If you have already obtained your key, click Browse to locate the license file that you acquired separately. The license file screen will only appear if the license file "Syn-Apps.license" does not exist in the program base directory (C:\Program Files\Syn-Apps\App-Pendix\). If you encounter problems with the browser shown below, place your license in the programs' base directory and make sure it is copied there with the precise filename SynApps.license and restart the configuration program. The following section describes the configuration utility for the App-Pendix directories system. The App-Pendix configuration utility will automatically run at the end of installation. The program can be run on the application server at anytime by going to: Start >> Programs >>Syn-Apps >> App-Pendix >> Configuration. Configuration Description Step License Selection In order to use the App-Pendix software, a valid license key must be obtained. Contact sales@syn-apps.com to obtain a license. If the license file has already obtained, click Browse to locate it. The Syn-Apps.License must exist in the program base directory in C:\ProgramFiles\Syn-Apps\App-Pendix in order to be recognized by the application. Verify the license file has the exact file name of Syn-Apps.License. Click Next to proceed. Data Source Selection Select the source of the users data that App-Pendix should import. 1. Select Active Directory to import the directory information from Windows Active Directory. 2. Select Call Manager Directory (CUCM 5/6/7/8/9/10) to import the directory information from the CUCM end users table. Click Next to proceed. Database Instance If SQL Express was installed during this installation, leave the default instance name as SynAppsEnt. If an existing local SQL server instance is to be used, select the instance name from the dropdown list. Only local databases are supported though remote databases can be used by changing the following registry keys: - HKLM>Software>Syn-Apps>App-Pendix>sqlServer to the name or IP address of the server you would like to use. - HKLM>Software>Syn-Apps>App-Pendix>usingNonLocalDbInstance to true. Trusted authentication is required to use this model (the local administrator credentials of the application server and database server machines must match). Click Next to proceed.
App-Pendix: Configuration Directory Columns 27 The Active Directory Columns form allows configuration of the App-Pendix Directory searchable columns and telephone numbers. Searchable Columns First Name and Last Name search fields are automatically selected. To setup an additional search column, select the column from the Filter Column field and specify the Filter Column Type and column Label. Telephone Numbers Select the Phone Number fields that should be shown by the App-Pendix IP phone directory. up to three numbers can be selected. The Filter Column has a special purpose for most of the new App-Pendix features. To use Location Details or search by Site, the Filter Column needs to be populated with data matching the Site-Code of a site. Sites are configured in the CallManager Info section of Configuration. For example, if users are conducting a CUCM Direct Integration and the Department field of the end-users on CUCM contains a Site Code that is specific to the Site the phone is at, you can then configure the Site-Codes in the CallManager Info section of configuration with those site-codes. A simpler example is a single cluster deployment where the department column contains the department, configure the departments as Site-Codes in the CallManager Info section of configuration. See the CUCM Information section below for further details. Click Next to continue. Active Directory Information The Active Directory Information form is used to enter AD server information. Enter information for each active directory server to be imported. *AD data source mode only One AD import license is included by default, contact sales@synapps.com to obtain additional licensing. Active Directory Info Active Directory Label Active Directory Server (IP or host name) User Name Password Domain Name Search Path Enter the AD Details in the provided fields. A meaningful name for the directory to distinguish it from others. The IP Address or host name of the Active Directory server. If the AD does not use the standard LDAP port (389) then add a colon and the port to the end of the server IP. User Name: The user with access to the directory. The user with access to the directory. For OpenLDAP servers a fully qualified user name must be used, for example "uid=admin, ou=people,dc=example,dc=com". Password for the above user. The domain name of the directory. Add a search path for the import (IE OU=MyOrg). Click Next/New Source to add another Active Directory source. This requires valid licensing: one Active Directory source is provided with all licenses, additional sources must be licensed. Click Delete Source to delete the current source.
28 App-Pendix Directories System User Manual and Install Guide Click Next to continue. CUCM Information The CUCM Information page is used to enter details about the CUCM clusters that App-Pendix will integrate with. Enter information for each CUCM cluster that App-Pendix should gather data from. One cluster license is included by default, contact sales@syn-apps. com to obtain additional licensing. CUCM Cluster Details Call Manager Version Call Manager Label Call Manager IP Address Administrator Name Administrator Password Enter the CUCM Cluster Details in the provided fields. Select the version of the cluster. Enter a label for the cluster to distinguish it from others. Enter the IP Address of the least utilized call manager in the cluster (the AXL web service must be running on this CUCM). Enter a CUCM administrator user name. Enter the password for the above user. *Note: To facilitate CUCM Express integrations the CUCM IP Address, administrator name and administrator password can be left blank and any version can be selected. This is possible for AD integrations only. Sites may be entered in order to use the location details and search by site features. Sites in Current Cluster Enter site details if location based information or cross cluster prefixing are required. For example to provide the site location (IE state) or site address of users in the directory. Sites in Current Cluster Site Code Location Address Prefix Requirements Location Details Cross-Cluster Prefixing Enter Site details in the provided fields [not required] The data in the users Filter Column that matches this site / functional entity / etc. Site-Codes need not be physical sites. The location of this site / functional entity / etc. The address or other data for this site / functional entity / etc. The cross cluster prefix used to access this cluster. The requirements for location details and cross cluster prefixing. The Filter Column data from the columns configuration panel must contains the Site-Code of the site that the user belongs to. [CUCM direct integration] - User to device associations (ccmadmin>end users: device association) are required if the OU parameter is not specified in the directories URL. [AD or CUCM integration] - The OU parameter is specified in the directories URL and matches the Site-Code of the requesting user. Tenant Type Device Pool Calling Search Space Not Using Tenants Choose the method in which to define directory tenants (IE Hosted CUCM) Partition tenants into sites using Device Pool. Partition tenants into sites using Calling Search Space. All users of the directory access the entire directory.
App-Pendix: Configuration 29 *Note: Custom directories are now available for both tenant and no tenant modes. Select Next / New Site to Cluster to add a new site to the current cluster. Select Delete Site / Cluster to delete the current site; if the current site is the first site in the cluster, the cluster will also be deleted. Select Next / New CUCM Cluster to add a new cluster. Select Next to continue. Directory Name and Application Admin User Directory Display Name Enter the name for the Cisco IP Phone directory, this is the name that will appear under the Directories button on the IP phones. Application Admin User Setup the App-Pendix application administrator user account credentials. This will be the system admin user for the App-Pendix notification system. This can be a fictitious user. When using Communications Manager 3.x log into the Syn-Apps application server with the same user name and password that exists on the Communications Manager. This must be an Administrator account and must have the same user name and password as the Administrator account on Communications Manager 3.x. Click Configure to configure the product. Configuration When the application is configured you will see a success Complete window. Click OK to proceed. An informational message will appear instructing the installer to change the CUCM authentication URL. Click OK to proceed. License Activation If the license has not been activated the Activation Wizard will appear. Select Online if the App-Pendix server has access to the Internet. Click Next to activate the license. Select By Email if the App-Pendix server does not have access to the Internet. Click Next. Further instructions will be provided in this case. When the Configuration Wizard has completed the installation a shortcut will be placed on the desktop labeled App-Pendix, use it to access the App-Pendix web administration program. Access the App-Pendix administration web pages form any machine on the network, simply browse to http://<application-server-ip>/apppendix. The App-Pendix web page should be displayed automatically when the configuration program completes. Proceed to the Phone Services section to setup the IP phone directory. See the App-Pendix: Settings section for directory settings.
App-Pendix: Web Management Interface Part 6
App-Pendix: Web Management Interface 6 31 App-Pendix: Web Management Interface The App-Pendix web management interface is accessible from any computer on the same network as the AppPendix application server. To access the App-Pendix web user interface, use one of the following methods: Web Management Description Shortcut Double click on the App-Pendix shortcut that was created on the application server desktop. Navigate Open a web browser and navigate to http:// <App-Pendix-Server-IP>/App-Pendix *Note: After configuration you will be directed to the Post Install Screen. Navigate to Main>>Tenants and the login screen will appear. Once the website opens you will be prompted to enter your user name and password. The default login is the same as the account info you supplied at the end of configuration in the Application Admin User section. Enter the admin user credentials and click Login or press Enter.
App-Pendix: Configuring Tenants Part 7
App-Pendix: Configuring Tenants 7 33 App-Pendix: Configuring Tenants Main >> Tenants >>Tenant Sites To access the tenant configuration page select Tenants from the Main tab. Tenants are used to partition the directory into logical entities. Tenants are most often used in hosted CUCM environments to provide clients with directories for their company. This is accomplished using the tenant option admin users selected during the configuration. Any option other than "No Tenants" must be selected in order to use tenants. If an option is selected, then tenants will be partitioned using the parameter specified: (Device Pool / Calling Search Space). For example, if "Device Pool" was selected as the tenant option, then the tenants will be partitioned using Device Pools. In this case, users would associate Company-A's Device Pools and users with the Company-A tenant. If the option to use tenants was selected during configuration, it will be possible to select the Tenants menu button in order to configure tenants. It is possible to associate the corporate directory list with each tenant. To create a new tenant, select New Tenant in the Tenant to Edit field and enter the new tenant name into the Tenant Name field. Click Save.
34 7.1 App-Pendix Directories System User Manual and Install Guide Tenants - Tenant Sites Main >> Tenants >> Tenant Sites The Tenant Sites tab is also where sites are associated to a tenant, this controls which phones can access the currently selected tenant. Only phones in the tenants Selected sites (Device Pool or Calling Search space depending on the configuration option that was selected) will be able to access the users in this tenant directory, users are associated on the tenant members tab. After creating a tenant you can associate sites (DP/CSS) to the tenant by selecting the DP/CSS within the Tenant Sites tab and click the double-right arrows >>. This will move the selected DP/CSS into the Selected field. Click the Save button. *Note: Once a tenant has been assigned to a specific DP/CSS, that DP/CSS is no longer available to any other tenant.
App-Pendix: Configuring Tenants 7.2 35 Tenants - Tenant Users Main >> Tenants >> Tenant Members The Tenant Members tab is where users are associated to the currently selected tenant. Only the selected users will be viewable to phones able to access this tenant directory. Associate users to the tenant by selecting and adding them on the Tenant Members tab. The associated users will be available in the tenant directory. To filter the users in the Field menu, select the method in which you want the users to be filtered. For example, by Last Name, First Name, or Phone Number. Click Filter. Select the users you want to add to the selected tenant and click the double-right arrows >>, moving the user name(s) into the Selected field. Changes are automatically saved. The Dynamic Tenant checkbox can be used to dynamically apply the filter you have selected to the tenant. For example, setting the Field to department and contains field to Sales would filter only the users in department >> Sales. As new users are added to the department, there is no need to update the tenant in App-Pendix, as it will be dynamically applied on each directory access. *Note: Users that are not assigned to a tenant are not available in App-Pendix directory when in Tenant mode. The selected users will be viewable to the sites that are selected for this tenant. Enter an administrator name and password for this tenant in the provided fields on the Tenant Admin Credentials tab Note: NOT REQUIRED - By default, the Tenant Administrator and Password fields are set to the same as the App-Pendix top level administrator.
App-Pendix: Configuring Custom Directories Part 8
App-Pendix: Configuring Custom Directories 8 App-Pendix: Configuring Custom Directories Main >> Custom Directories >> Directory Sites To access the custom directories setup page, click on the Custom Directories button from the Main tab. Custom directories can be used to provide extra menu entries in the directories list in the user directory menu. In addition to the corporate directory, users can have custom directories such as Emergency Numbers, Vendors, and more. Custom directories examples below are shown in Tenant Mode. 37
38 App-Pendix Directories System User Manual and Install Guide To create a new custom directory: Custom Directory Creation Description Directory Sites Select the Directory Sites tab if it is not already selected. New Directory Select New Directory in the Directory to Edit field. Tenant In the Tenant field, select the tenant that the directory will be shown to. Directory Name Enter a Name for the new directory in the Directory Name field. Save Click Save to finalize changes. The Directory Sites tab of the custom directories page allows sites to be added to the currently selected custom directory. Only Selected sites will be able to see the custom directory in their directories list. You will need to select the appropriate Device Pool / Calling Search Space under the Available field and click Add in order to move it to the Selected field. These are the tenant sites that will be able to view this particular directory, add all sites if all of the selected tenant sites should be able to see the directory. * If the no tenant option is in use then sites do not need to be managed here, all phones with directory access will be able to view all custom directories.
App-Pendix: Configuring Custom Directories 8.1 Custom Directories - Directory Data Structure Main >> Custom Directories >> Directory Fields The custom directories Directory Fields tab is used to assign the columns available in the currently selected custom directory. Field Name, Type, Role and Search Role are configurable. Up to seven fields can be configured. If less fields are required, the extra remaining fields can be left in the default configuration. To assign the Field information, click Edit on the desired row in the Directory Data Structure table. After clicking Edit, the program allows users to provide a name for your field in the Field Name area, specify the Field Type, and Directory List Role. It is also recommended that users select a Search Field Role. Add as many fields as necessary for the directory data. Example: Field Name - Vendor Name, Field type - Text, Directory List Role - Entry Name, and Search Field Role - Use as Search Field 1. Continue to edit each row, depending on how many different fields are needed for your contact entries. 39
40 8.2 App-Pendix Directories System User Manual and Install Guide Custom Directories - Entering Directory Data Main >> Custom Directories >> Directory Data The custom directories Directory Data tab is used to enter directory data into the currently selected custom directory. After configuring the Directory Data Structure, data can be added to the directory. Click Add Row to create a new entry. Enter the desired information in the provided fields. In the example, fields were created for Vendor, Primary Number, Backup Number and Location. The information for each of these fields must now be entered in order for it to be viewed in the directory. Use the Add Row button to create for as many entries as necessary. See Accessing Custom Directories for instructions on accessing the new directory. Note: Using any characters other than 1-9 and a-z in a searchable field is not advised. The predictive directory can handle the characters but they will all be mapped to the "1" key. This is generally not an issue in the corporate directory since searches are done by first name, last name and the configurable filter.
App-Pendix Settings Part 9
42 9 App-Pendix Directories System User Manual and Install Guide App-Pendix - Settings Main >> Settings >> Directory Settings The Settings page is accessed from the Main tab and is only available to the Global Administrator.
App-Pendix - Settings 9.1 43 Settings - Directory Settings Main >> Settings >> Directory Settings The Directory Settings tab allows the administrator to control the following settings for the global directory: Setting Description Number Settings Control how telephone numbers appear in the IP phone directory. Labels Labels for the phone number fields that were selected in configuration. Prefix A prefix to add to the number. For example, most users will want to add a "9" prefix for any external numbers in the directory like mobile or home phone. Use Cross Cluster Prefixing Enable the checkbox to use the cross cluster prefix configured in the sites configuration. Reduce Delivered Digits Enter a non-zero value to strip the number to the specified number of digits. For example, a Reduce Delivered Digits setting of 4 would reduce the number (480) 3556826 to 6826. This setting is useful if the office phone field is populated with the external phone number. Users may wish to set the field to the number of digits in the internal dial plan, (assuming that gives the proper internal directory number). The prefix field can be used in conjunction with the reduce field incase your external numbers have a different first digit when masked to the internal number. Replace + with Replaces any "+" in a phone number with the specified pattern. For international numbers generally, the default setting of 011 is for US callers. Predictive Mode Control the Directory Mode. Predictive Mode Controls the default (global mode) of the Directory shown on users Cisco phone display. When enabled (checked), users that access the directory will be in Predictive Mode
44 App-Pendix Directories System User Manual and Install Guide (pseudo T9 texting search). When not enabled (unchecked), the initial directory display will be displayed in Classic Mode, (field-search mode). Mode Toggle SoftKey Controls whether or not a Soft-Key can be used to toggle the mode between Classic (default Cisco field search mode) and Predictive Mode (pseudo T9 texting search) is provided on the Directory Search page. The button label can be changed using the Soft-Keys tab in the App-Pendix user interface. New label names will be reflected on the Cisco phone display screen. Other Settings Note: Sites are defined by the values configured in Filter Column drop-down list in the App-Pendix Configuration Utility. See the App-Pendix Configuration Utility >> Directory Columns row for details. The Filter Colum n drop-dow n list m ust be configured to enable custom Location/Departm ent searchability on end-users Cisco IP phones. Show Location Details Controls whether or not the location details (Location and Address) to users accessing the directory. Show User Details Soft-Key This checkbox enables a user details button (soft-key) visible on the Cisco phone display, called Details. It provides end-users to see additional contact details from their IP phones' display. The button label can be changed using the Soft-Keys tab in the App-Pendix user interface. New label names will be reflected on the Cisco phone display screen. Show Sites Menu Item This checkbox gives users a menu of sites previously defined during configuration. Show All Site Search Controls whether or not a Soft-Key is visible on users Cisco phones to search by site Soft-Key on the directory search page. If enabled, a list of Site Codes is provided for users to select from. Local (Site) Search Soft-Key This checkbox enables a Soft-Key. Pressing the soft-key displays a list of Users who are in the searching phones' associated Site. The phone is linked to a Site through the phone association in the CUCM End-User's configuration. Country (Cluster) Search Soft-Key Enabling the Country (Cluster) Soft-Key checkbox displays a menu of countries sorted by cluster names for users to select from their phone. Local Search Menu This checkbox enables the tenant's Site menu displayed on the user's phone. This checkbox enables a Soft-Key which allows personnel to display a list of available Sites, as defined by the Filter Column settings, (found in the Configuration Utility). The a soft-key to search and select local users within the directory. Country (Cluster) Search Menu Enabling the Country (Cluster) Search Menu checkbox allows Countries, sorted by their Cluster name, to be searched on the user's Cisco phone.
App-Pendix - Settings Active Directory Settings 45 Settings specific to AD integration mode. Site-Code Filter Field Controls the meaning of the OU parameter when used in the directories URL. For example in a hosted solution with an Active Directory data source it is possible to control the users viewable by those accessing the directory by using the OU parameter of the service URL. The parameter will search on OU by default but this can be changed by using this setting to search on DC or CN instead. This functionality would generally be obtained by using dynamic tenants with a filter on the LDAP search path field. This option is available for AD integration mode only. To use cross cluster prefixing in AD integration mode without filtering the returned users b ased on this parameter uncheck all b oxes and supply the OU parameter in the directories URL, the OU value should match the accessing users Site-Code.
46 9.2 App-Pendix Directories System User Manual and Install Guide Settings - Soft Keys Main >> Settings >> Soft Keys The Soft-Keys tab allows users to customize the Soft-Keys and Menu Items that appear in the Cisco phone directory: Soft Key and Menu Settings Description Note: Short values are recommended when renaming Soft-Key Labels. Longer label names may be cut off on the phone display. Predict Sets the Soft-Key label name displayed on the Cisco phone for Predict soft-key. Note: Mode-Toggle Soft-Key check box must be enabled in the Directory Settings page in order for the Predict and Non-Predict Soft-Keys to appear on a Cisco phone display. Non-Predict Sets the Soft-Key label name displayed on the Cisco phone for Non-Predict softkey. Note: Mode-Toggle Soft-Key check box must be enabled in the Directory Settings page in order for the Predict and Non-Predict soft-k eys to appear on a Cisco phone display.
App-Pendix - Settings 47 NonPred soft-key button is displayed on a Cisco phone. Site Search Sets the soft-key label name which is displayed on the Cisco phone for Site Search. Note: Show All Site Search Soft-Key check box must be enabled in the Directory Settings page in order for the Site Search soft-k eys to appear on the Cisco phone display. Local (Site) Search Soft-Key Sets the label name for Local Site Search, which is displayed on Directory Search on the Cisco phone directory. This adds an extra soft-key on the phone's display. Pressing this soft-key will display a searchable list of local (site) users in the directory. Note: This option requires users to be associated to a device in CUCM. This option is only available for CUCM Direct integration. Note: The Local (Site) Search Soft-Key check box must be enabled in the Directory Settings page in order for the the soft-k ey to appear on the Cisco phone display. Country (Cluster) Search Soft-Key Sets the label name for Country (Cluster) Search soft-key shown on the directory search page displayed on Cisco phones. Pressing the soft-key allows the user accessing the directory to search for all users configured within the same configured cluster. This option is available for CUCM Direct integration only. Note: Country (Cluster) Search Soft-Key check box must be enabled in the Directory Settings page in order for the Country (Cluster) Search soft-k ey to appear on the Cisco phone display. Submit Sets the soft-key label name displayed on the Cisco phone for the Submit Key. Note: There is no check box that must be enabled in the Directory Settings page in order for the Submit button soft-k ey to appear on the Cisco phone display. Details Sets the soft-key label name displayed on the Cisco phone for the Details softkey button. Note: Show User Details Soft-Key check box must be enabled in the Directory Settings page in order for the Details soft-k eys to appear on the Cisco phone display.
48 App-Pendix Directories System User Manual and Install Guide Details soft-key button is show n on a User details appear on the the user's phone display after clicking the Cisco phone. Details soft-key button Site Search Menu Item Sets the soft-key label name displayed on the Cisco phone for Site Search Menu Item. Note: Show Sites Menu Item check box must be enabled in the Directory Settings page in order for the Site Search Menu to appear in the top-level directory menu on the Cisco phones.
App-Pendix - Settings 9.3 49 Settings - Directory Browser Main >> Settings >> Directory Browser The Directory Browser tab allows users to select which user detail fields to show and hide. To hide any undesired fields, disable (uncheck) the checkboxes Note: If you do not have user images stored on the Active Directory server, then disable (uncheck) the Get user images from LDAP server checkbox to increase the LDAP refresh speed.
50 9.4 App-Pendix Directories System User Manual and Install Guide Settings - CUCM Sites Main >> Settings >> CUCM Sites The CUCM Sites tab contains a table containing a list of configured CUCM Clusters and Sites. Run the configuration from Start >> Programs >> SynApps >> App-Pendix >> Configuration to change the configured CUCM Clusters and sites.
App-Pendix - Settings 9.5 51 Settings - LDAP Data Sources Main >> Settings >> LDAP Data Sources The LDAP Data Sources tab contains a table containing a list of configured LDAP Data sources. Run configuration from Start >> Programs >> SynApps >> App-Pendix >> Configuration to change the configured LDAP data sources.
52 9.6 App-Pendix Directories System User Manual and Install Guide Settings - Password Main >> Settings >> Password Use the Password tab to change the Global Administrator password. Press Update once you have entered the new password into both fields.
App-Pendix - Settings 9.7 Settings - Email Settings Main >> Settings >> Email Settings Use the Email Settings tab to set the SMTP Server address or name and the mailer From Address. Enter your SMTP server address or name and the address the e-mail will be sent from. Tip: Use a valid organizational e-mail address such as: <company name>@<company name>.com. 53
54 9.8 App-Pendix Directories System User Manual and Install Guide Settings - Service Log Level Main >> Settings >> Service Log Level Use the Service Log Level tab to set the logging level for App-Pendix. Only change this setting at the request of Syn-Apps Support.
Directory Browser Part 10
56 10 App-Pendix Directories System User Manual and Install Guide Directory Browser Main >> Directory Browser The directory browser provides a way to browse the directory from any device connected to the network. Note: The directory browser can be accessed by anyone, as it is not secured by authentication. The direct link to the browser shown here is http://<app-pendix-server-ip>/directory.aspx. To direct users to the browser only, (without the rest of the App-Pendix web site), use the following URL: http://<app-pendix-server-ip>/ DirectoryOnly.aspx. The directory browser has a number of special features, including: 1. Search capabilities - Search the directory browser using the provided search box. this will search all fields at once (even detail fields). 2. Organization - Arrange by a column by clicking that column header. 3. Easy navigation - Page through the browser using the buttons in the bottom left of the browser. 4. Expand to view details - To see user details click on the user and the "Selected User Detail" area will be populated with that users data including a photo of the user (see below for details on user photos). The fields shown in the Selected User Detail area are configurable. For additional details, see the Settings - Directory Browser section of the manual. Some fields may not be available in CUCM direct integration mode. These fields include Address, State, all phone
Directory Browser 57 numbers (besides the configured phone number fields), jpegphoto and thumbnailimage. When accessing the DirectoryOnly.aspx page it is possible to show the phone numbers with their prefixes and reduced digits. 1. Add the callers clusternumber parameter to the end of the URL as follows: http://<app-pendix-server-ip>/ App-Pendix/DirectoryOnly.aspx?clusterNumber=<n>; where <n> is the cluster number of the user accessing the browser. Images 1. In active directory integration mode user images will be copied from the active directory server, if they exist (jpegphoto or thumbnailphoto attributes). 2. Add user images, using any mode, to the browser by placing the images in C:\Program Files\SynApps\App-Pendix\UserImages. The images need to be named with the following format: (FirstName)(Initials)(LastName).png. For example JohnHSmith.png. Valid image types are png and jpg.
App-Pendix: Phone Services Part 11
App-Pendix: Phone Services 11 59 App-Pendix: Phone Services To setup App-Pendix for use with IP Phones, one of two options can be used: 1. App-Pendix accessed with the directories button on the phone. 2. App-Pendix as an IP Phone service (accessed via the services button on the phone). Cisco IP Phone Feature Buttons Area Note that the directories b utton setup is different depending on the version of CUCM. The first section in the tab le pertains to CUCM 7.1(1) and earlier while the second section pertains to CUCM 7.1(2) and newer. App-Pendix as Directories button setup Directories Setup Deploy App-Pendix to the Directories button on the IP phones. Directories Button CUCM 7.1(1) and earlier - Access the directory using the directories button. Browse CCMAdmin Go to CUCM CCMAdmin >> System >> Enterprise Parameters. Set Directories URL Set URL Directories to http://<app-pendix-server-ip-address>/app-pendix/phonepages/ AppPendixMenu.aspx Save Changes Click Update. Restart Phones Restart the phones so that they can read the new configuration. Directories Button CUCM 7.1(2) and newer - Access the directory using the directories button. Browse CCMAdmin Go to CUCM CCMAdmin >> Device >> Device Settings >> Phone Services Add New Service Add a new phone service with the following parameters: Service Parameters Name Service URL Secure-Service URL Service Category Service Type Enable Enterprise Subscription Some parameters may not exist on all CUCM versions. The name the directory should be listed as (IE Corporate Directory). Enter http://<app-pendix-server-ip-address>/app-pendix/ PhonePages/AppPendixService.aspx? name=#devicename# Enter http://<app-pendix-server-ip-address>/app-pendix/ PhonePages/AppPendixService.aspx? name=#devicename# Select XML Service. Select Directories. Check the Enable check box to enable the directory. Check the Enterprise Subscription check box. Press Save to save the new directory phone service. Disable Old Service If the list of phone services on CUCM already contains a Corporate Directory then it should be disabled or it will also show in the list of directories under the phone directory button. Edit the service to disable it by un-checking the Enable checkbox.
60 App-Pendix Directories System User Manual and Install Guide App-Pendix as a Phone Service setup Phone Service Setup Deploy App-Pendix to the Services button on the IP phones. Phone Service Access the directory using the services button on the IP phones. Browse CCMAdmin Go to CUCM CCMAdmin >> Device >> Device Settings >> Phone Services Add New Service Add a new phone service with the following parameters: Service Parameters Name Service URL Secure-Service URL Service Category Service Type Enable Enterprise Subscription Some parameters may not exist on all CUCM versions. The name the directory should be listed as (IE Corporate Directory). Enter http://<app-pendix-server-ip-address>/app-pendix/ PhonePages/AppPendixService.aspx? name=#devicename# Enter http://<app-pendix-server-ip-address>/app-pendix/ PhonePages/AppPendixService.aspx? name=#devicename# Select XML Service. Select Standard IP Phone Service. Check the Enable check box to enable the directory. Check the Enterprise Subscription check box. Press Save to save the new phone service. Add Parameters *not required If the service is to be configured for a specific LDAP OU, add a new parameter to the service URL. The parameter name is OU, the default value is blank, this parameter is not required. This option requires AD integration mode. The OU parameter can be set to represent OU, DC or CN (simply set the value of the parameter to the value of the OU, DC or CN in question). Subscribe Phones Subscribe IP phones to the service. Those phones should now be able to access the service using the service button.
App-Pendix: Accessing Directories Part 12
62 12 App-Pendix Directories System User Manual and Install Guide App-Pendix: Accessing Directories After the App-Pendix service or directories URL has been applied to phones the directory can be accessed using the directories or services button on the phone. The following table describes using the predictive mode directory on a Cisco IP Phone. Accessing Directories Screenshot After accessing the directory using the directory button or services button selection menu will appear (shown for directories button): Shown for predictive mode, for an example of classic mode see the Accessing Custom Directories section. Select the Corporate Directory which will be named with the data you provided in configuration. The main search screen will be shown, at this point users begin to enter keypad numbers corresponding to the letters they are searching on. The search fields are first name, last name and the Filter Column you selected in configuration, users will need to be aware of this due to limitations in the number of characters that can be displayed on the menu items available on the phones: Only one button press is needed for each character. The screen will update when a character is input showing the number of users remaining at the bottom in the prompt area and the first match seen at the top next to the title. Press Submit at any point to return all matches, press the << Soft-Key to backspace the filter (in the screen shot the number 7 [PQRS] was pressed, the users remaining went from 100 to 94 and the first match found began with P): In the following screenshot one more key press has occurred. The user has entered 74 and the first match is "Ri" with 11 users remaining. Note that even though the first entry showed "P" that user has now been filtered out so the text has changed to match the new prediction:
App-Pendix: Accessing Directories The 8 [TUV] button was pressed and there was only one match so the one user was automatically returned. Location details are turned on so the users site Location is shown in parenthesis. The user [Last Name, First Name] was selected, displaying the selected users' configured phone number(s). Location details are turned on so the users site Location is shown in parenthesis and the site address is shown in the prompt area at the bottom. At this point the user can press one of the items by number or highlight it and press Dial or Edit Dial if the number needs to be edited before dialing. To see the users contact card press the "Details" soft-key. The "Details" soft-key has been pressed and the users contact card is now visible. Pressing the "Photo" soft-key will show the photo only in a larger format. Pressing the "Exit" soft-key will return to the user numbers page for auto dialing. The user contact card is shown below: The "Photo" soft-key has been pressed and the users photo is now visible. Pressing the "Details" soft-key will return to the users contact card. Pressing the "Exit" soft-key will return to the user numbers page for auto dialing. The user photo card is shown below: 63
64 12.1 App-Pendix Directories System User Manual and Install Guide Accessing Custom Directories In order to access any custom directories that have been created on the system press the directories or services button on a subscribed IP phone. The following table describes the custom directory search process for classic mode. Accessing Custom Directories Screenshot When the Services menu comes up on the screen, select the AppPendix Service (or service name used when creating the service). Select the Custom Directory you would like to access. After selecting the desired directory, the search fields that you created will pop up (Search Field Role). You will then be able to search for a specific name, number, or any other specified field from this screen. If you would like to view a complete list of all users assigned to the selected directory, press Submit. The entire list of contacts entered into the directory will then be viewed. *Shown for classic mode, see Accessing Directories for an example of predictive mode access. Select the contact you would like to view and the screen will show all of the available information. All of the information for the selected contact that was entered into the directory is now viewable on the IP phone screen. You may Dial or Edit the number, or Exit the screen.
App-Pendix: Help and Support Part 13
66 13 App-Pendix Directories System User Manual and Install Guide App-Pendix: Help and Support To access the Help and Support section of App-Pendix, select the Help tab. The App-Pendix Help tab contains the following sections: App-Pendix Help Description Post Install Instructions A quick-start guide for the application. Documentation The product installation and user guide. Request Support: Knowledge Base Prepare Report The Request Support page contains two sections. The first is a link to the product Knowledge Base for solutions to common issue. The second is the Prepare Report feature which allows users to automatically create a support ticket. Contact Syn-Apps Support
App-Pendix: Help and Support 13.1 67 Help - Post Install Instructions Help >> Post Install Instructions To access the Post Install Instructions section of App-Pendix, select the Help tab >> Post Install Instructions button. The Post Install Instructions page provides basic App-Pendix setup info. This page is shown after successful configuration of the App-Pendix Directories System. The page contains the following tabs: Post Install Instructions Description Basic Instructions Basic information for setting up tenants and custom directories. Directories Setup IP phone directories service setup information. Phone Service Setup IP phone service setup information. Directory Browser App-Pendix web directory browser information. Misc Info Basic IP Phone requirements.
68 App-Pendix Directories System User Manual and Install Guide Post Install Instructions >> Directories Setup Post Install Instructions >> Phone Service Setup
App-Pendix: Help and Support Post Install Instructions >> Directory Browser Post Install Instructions >> Misc Info 69
70 13.2 App-Pendix Directories System User Manual and Install Guide Help - Documentation Help >> Documentation To access the Documentation section of App-Pendix, select Help >> Documentation button. The Help >> Documentation page contains the App-Pendix User Guide in PDF format.
App-Pendix: Help and Support 13.3 71 Help - Request Support: Knowledge Base Help >> Request Support >> Knowledge Base To access the Knowledge Base section of App-Pendix select the Help tab >> Request Support button >> Knowledge Base tab. The Request Support page contains a Knowledge Base tab that can be used to look at known issues and to add feature requests. Please consult the knowledge base for solutions to known problem before proceeding to the Prepare Report tab to enter a new trouble ticket.
72 13.4 App-Pendix Directories System User Manual and Install Guide Help - Request Support: Prepare Report Help >> Request Support >> Prepare Report The Request Support page contains a Prepare Report tab that can be used to generate a Syn-Apps support request. This is the preferred method of obtaining support as all log files will be automatically sent to Syn-Apps Support and a trouble ticket will be created. FTP and email access is required for the process to work fully automatically (See Email Settings to setup the email system before requesting support). To request support please fill out the following information in the interface provided on the page: Prepare Report Field Description Contact Email Address Enter the email address of the person Syn-Apps Support should contact in response to this trouble ticket. Contact Phone Number Enter the phone number of the person Syn-Apps Support should contact in response to this trouble ticket. Description Enter a detailed description of the problem in the provided text box. Provide as much detail as possible as to how the problem is occurring.
App-Pendix: Help and Support 13.5 Contact Syn-Apps Support Please feel free to contact Technical Support directly with any issues you may have. Email Support at support@syn-apps.com or call 1-866-664-6071 >> option 2. 73
App-Pendix >> Information Center Part 14
App-Pendix >> Information Center 14 75 App-Pendix >> Information Center All of this information can be accessed by clicking on the Syn-Apps logo graphic located in the upper-left corner of the user interface. To stop viewing the data,click on the Exit Menu button in the lower-right corner or click anywhere on the main App-Pendix page to close the information window. App-Pendix Information Menu contains information that provides quick access to the following items: Information Center Menu Description General General information about the product Changes This section provides access to the App-Pendix change log. Please refer to this section to learn about application enhancements and bug fix information. Info This section provides access to the application registry key settings. This is useful when Syn-Apps support asks system configuration information. You can also use this section to quickly verify system settings. License The License section provides access to the currently installed license information including your maintenance contract number and start/end dates. Licenses can also be updated on this page using the interface at the bottom. Lists User and group configuration lists Users This section displays a list of all users that have been provisioned for access to the App-Pendix web interface. The values displayed are Username and if the user has been provisioned as a global administrator.
76 App-Pendix Directories System User Manual and Install Guide Index -HHelp 66, 71, 72, 73 Help - Contact 73 Help - Knowledge Base 71 Help - Prepare Report 72 -AAccessing Custom Directories Accessing Directories 62 Application Server 13 64 -I- -CCall Manager Requirements 21 Communications Manager Requirements Configuration 26 Configure 26 Configuring Custom Directories 37 Contact Syn-Apps 73 Cross Cluster Prefixing 42 CUCM Requirements 21 CUCM Sites 50 Custom Directories 37, 39, 40 Custom Directory Data 40 Custom Directory Data Structure 39 -D- -KKnowledge Base -L- Manual 70 Mode Toggle -F- 51 -M- -EEmail Settings 53 Entering Custom Directory Data 71 LDAP Data Sources Viewer License Selector 26 Location Details 42 Login 31 Defining Tenant Users 35 Directory Browser 49, 56 Directory Service 59 Documentation 70 Features 21 Information Center 75 Information Center - Changes 75 Information Center - Info 75 Information Center - License 75 Information Center - Users 75 Install Guide 24 Installation 24 IP Phone Services 59 40 42 -NNetwork 22 New Features 7 10 -O- -G- Overview Global Password 7 52
Index -PPhone Number Labels 42 Phone Number Prefixing 42 Phone Services 59 Post Install Instructions 67 Predictive Mode 42 Prepare Report 72 -RReduce Phone Number Digits Requirements 12, 13, 22 42 -SServer 13 Service Log Level 54 Settings 42, 49, 50, 51, 52, 53, 54 Site-Code Filter Field 42 Summary 7 Support 66 System Requirements 12, 13, 22 -TTenant Members 35 Tenant Sites 34 Tenant Sites Configuration 34 Tenant Users 35 Tenants 33, 34 Tenants Basic Configuration 33 -UUser Guide 70 -WWeb GUI 31 77
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