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Cisco dCloud

Cisco Webex Cloud and Hybrid Services v3


Last Updated: 25-JUNE-2018

About Demonstration
This Cisco Webex demonstration includes:

• Requirements

• About This Solution

• Topology

• Session Users

• Get Started: Cisco Webex Trial Pre-Configuration

• Scenario 1: Cisco Webex Desk Phones

• Scenario 2: Cisco Webex Room Devices

• Scenario 3: Cisco Webex Teams Mobile App

• Scenario 4: Hybrid Services: Calendar Service

• Scenario 5: Hybrid Services: Call Service Aware and Connect

• Scenario 6: Cisco Webex Teams Features

• Scenario 7: Cisco Webex Board

• Scenario 8: Cisco Webex Calling Features

• Scenario 9: Cisco Care

• Scenario 10: Pro Pack for Cisco Webex Control Hub

• Appendix A: Webex Password Reset

• Appendix B: SSO with AD FS Configuration

• Appendix C: Script Configuration

• Appendix D: Directory Connector

© 2018 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public Information. Page 1 of 70
Cisco dCloud

Requirements
The table below outlines the requirements for this preconfigured demonstration.

Table 1. Requirements

Required Optional
● Mobile device, such as an Apple iPhone or iPad or Android Smartphone ● Router, registered and configured for Cisco dCloud. (For on
● Laptop with Cisco AnyConnect VPN and the following Video capable endpoints premise devices if not using Jabber)
(If demonstrating with devices):
o One Cisco Webex DX/SX/Board/Room 55/77/Room Kit
(Room device)
o Two Cisco IP Phone 7800 or 8800 series

NOTE: A Router is recommended to register physical endpoints to Unified CM as your on-premise devices, instead of using
Jabber on the workstations. It can also connect to Unified CM to upgrade endpoints to firmware that supports registering to Cisco
Webex. If endpoints have the correct firmware and are registered to Webex, then an endpoint router is not required, just a
connection to the internet for each device.

About This Solution


Cisco Webex Teams Overview

Cisco Webex is an app-centric cloud-based service that provides a complete collaboration suite for teams to create, meet,
message, call, whiteboard, and share, regardless of whether they’re together or apart; in one continuous workstream before,
during, and after meetings. It is built to make teams work seamlessly. It is a simple, secure, complete, and open service that
enables people to work better.

Communication needs to be agile, mobile, and collaborative – all thanks to mobile devices and evolving innovations in
infrastructure and applications. The Cisco Webex service makes instant communications and live meetings possible through a
deeply integrated set of industry-leading communications tools for an unmatched collaboration experience—that only the Cisco®
cloud can deliver.

Accelerate teamwork with these tools

Messaging and content sharing: Use teams and spaces to easily bring people together. Send messages, meet, share files,
whiteboard. Spend less time chasing email and instant messaging, more time getting work done.

Team-based meetings: Maximize productivity. Anyone in a space can schedule, start, and record meetings. Quickly include
guests and support up to 75 video users. Keep work moving after the meeting in the connected workspace.

Whiteboarding: Collaborate on sketches in the app. Or take Cisco Webex Teams capabilities to the next level with Cisco Webex
Board’s all-in-one wireless presentation, digital whiteboarding, and video conferencing.

Calling: Handle calls where you want—in the app, on an IP phone, or a conference-room video device. Deploy in the cloud with
Cisco Webex Calling or connect to on-premises or partner-hosted telephony services.

Integrations and bots: Help users rely on fewer systems and apps by bringing them together in Webex Teams. Use integrations
to streamline work flows and bots to automate actions. Visit Webex App Hub to explore.

© 2018 Cisco and/or its affiliates. All rights reserved. Page 2 of 70


Cisco dCloud

Cisco Webex Hybrid Services

Increase the benefits of your on-prem unified communications and collaboration investment with Cisco Webex Hybrid Services.
They simplify connecting your existing network resources and on-premises unified communications services to the Cisco Webex
Teams platform in the cloud. This provides even greater collaboration capabilities, along with consistent, unified user and
administrator experiences.

More and more, organizations are choosing collaboration services from the cloud. Why? Cloud services:

• Are easier and faster to deploy

• Don't require the upfront capital investment of on-premises systems

• Can free up IT staff to focus on other priorities

Many organizations, however, are unable or unwilling to move all their services to the cloud. Often, they are not ready to replace
everything they have on premises, or they simply want to augment their current collaboration tools with those from the cloud. But
having tools from both the cloud and the premises can create inconsistent, disjointed user experiences and tools that don't work
together as one.

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Cisco dCloud

Cisco solves this problem with Cisco Webex Hybrid Services. These services connect what you have on premises with Cisco
Webex Teams in the cloud to provide a single integrated experience. If you like the capabilities of Webex Teams, you can integrate
those capabilities with what you currently deploy for an even better end-user and administrator experience.

Available Hybrid Services

Hybrid Call Service: This service is ideal for organizations that want the capabilities of Cisco Webex Teams and Webex Meetings
but already have or would prefer to use Cisco Unified Communications Manager, Business Edition 6000 or 7000, or a Cisco
Powered™ cloud service from a certified Cisco Hosted Collaboration Solution partner for call control. Hybrid Call Service can
enable you to use the Cisco call control you have and integrate it so tightly with Cisco Webex Teams and Cisco Webex Meetings
that your end users will never know they are not a single service. It makes the Cisco Webex aware of all calls across the unified
communications system and connects them so they work together. Capabilities include instant desktop sharing, using the Cisco
Webex Teams app as a mobile client, integration of Cisco video devices with your dial plan, and an integrated call history in the
Cisco Webex Teams app.

Hybrid Calendar Service: This service integrates your on-premises Microsoft Exchange, Office 365, or Google Calendar with
Cisco Webex Teams and Cisco Webex Meetings capabilities. Hybrid Calendar Service easily and automatically creates a Cisco
Webex Teams workspace when scheduling meetings. For example, adding the phrase "@spark" to the meeting invitation’s
location field will automatically create a Cisco Webex Teams workspace and populate the meeting join information in the meeting
invitation. If no workspace is needed, adding the phrase “@webex” to the invite’s location field automatically populates the meeting
join information. Hybrid Calendar Service also allows Cisco Webex users to press a single button to join almost any upcoming
meeting within the app itself and on a video device.

Hybrid Directory Service: This service connects Active Directory to Cisco Webex Teams and enables a user to see all company
contacts in the Cisco Webex Teams app so that they can click to meet, message, or call. It also provides user synchronization
between Microsoft Active Directory and Cisco Webex user management. Hybrid Directory Service simplifies the administrative
experience by automatically synchronizing Microsoft Active Directory users with Cisco Webex (creating, updating, deleting) so that
users are always current in Cisco Webex Teams.

Cisco Webex Video Mesh: This revolutionary capability removes the deployment decision of premises versus cloud for Cisco
Webex video meetings. It places our Cisco Webex meeting engine on-premises to provide local media processing. The result is
on-premises video quality and optimized Internet bandwidth. And it delivers this with simplicity, flexibility, and rapid iteration of new
functionality of the cloud.

Hybrid Data Security Service: Ideal for security-conscious customers, Cisco Hybrid Data Security Service takes our industry-
defining data security a step further by allowing customers to own and manage their own keys on premises. You will still
experience end-to-end encryption, helping ensure that all messages, files, and whiteboards remain secure and available at all
times, while retaining full access to features such as search. With Cisco Webex Teams, your data is private. This includes all
content, messages, and files—even your whiteboard drawings.

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Cisco dCloud

Topology
This demonstration includes several server virtual machines. Most of the servers are fully configurable using the administrative
level account. Administrative account details are included in the steps where relevant and in the server details table.

Figure 1. Topology Overview

Table 2. Server Details

Name Description Host Name (FQDN) IP Address Username Password

CUCM Cisco Unified Communications Manager 12.0 cucm1.dcloud.cisco.com 198.18.133.3 administrator dCloud123!

IM & P IM & Presence 12.0 cup1.dcloud.cisco.com 198.18.133.4 administrator dCloud123!

Exp-C Expressway-C (Core) X8.10.4 vcsc.dcloud.cisco.com 198.18.133.152 admin dCloud123!

Exp-E Expressway-E (Edge) X8.10.4 vcse.(collabedge- or cb)XXX.dc-YY.com Public IP admin dCloud123!

Exp-Base Expressway-C Connector Host X8.10.4 exp-cc.dcloud.cisco.com 198.18.133.223 admin dCloud123!

AD1 Active Directory, DNS, AD FS ad1.dcloud.cisco.com 198.18.133.1 administrator C1sco12345

Exchange Microsoft Exchange 2016 mail1.dcloud.cisco.com 198.18.133.2 administrator C1sco12345

Workstation 1 Windows 10 wkst1.dcloud.cisco.com 198.18.1.36 cholland C1sco12345

Workstation 2 Windows 10 wkst2.dcloud.cisco.com 198.18.1.37 aperez C1sco12345

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Cisco dCloud

Session Users
Table 3. User Information

User Name User ID Windows Webex Cloud Phone DN On Prem Phone DN User Type Endpoint Devices
Password Password
Charles Holland cholland C1sco12345 dCloud123! N/A +1 972 555 6018 Hybrid Cisco Jabber

Anita Perez aperez C1sco12345 dCloud123! N/A +1 972 555 6017 Hybrid Cisco Jabber

Kellie Melby kmelby C1sco12345 dCloud123! 5050 N/A Cloud Cisco 7800 or 8800 series
Taylor Bard tbard C1sco12345 dCloud123! 5026 N/A Cloud Cisco 7800 or 8800 series

Eric Steele esteele C1sco12345 dCloud123! 5099 N/A Cloud Cisco 7800 or 8800 series

Rebekah Barretta rbarretta C1sco12345 dCloud123! 5088 N/A Cloud Cisco 7800 or 8800 series
Ricardo Filice rfilice C1sco12345 dCloud123! 5083 N/A Cloud Cisco 7800 or 8800 series

Stefan Mauk smauk C1sco12345 dCloud123! 5072 N/A Cloud Cisco 7800 or 8800 series

Neil Branner nbranner C1sco12345 dCloud123! 5011 N/A Cloud Cisco 7800 or 8800 series

Monica Cheng mcheng C1sco12345 dCloud123! 5020 N/A Cloud Cisco 7800 or 8800 series

Lucy Abbot labbot C1sco12345 dCloud123! 5006 N/A Cloud Cisco 7800 or 8800 series

Get Started

BEFORE DEMONSTRATING

We strongly recommend that you go through this process at least once, before presenting in front of a live audience. This will
allow you to become familiar with the structure of the document and the demonstration.

PREPARATION IS KEY TO A SUCCESSFUL CUSTOMER PRESENTATION.

Follow the steps below to schedule your demonstration and configure your demonstration environment.

1. Initiate your dCloud session. [Show Me How]

NOTE: It may take up to 45 minutes for your session to become active. However, before using the session, verify an email with
the subject line of THE WEBEX DEMO SETUP IS COMPLETE is in Charles Holland’s email account. This will ensure all cloud
services setup scripts have run.

2. Click View to open the active session.

3. Install and access Cisco AnyConnect on your laptop, using the AnyConnect credentials in the dCloud UI. [Show Me How]

4. Connect your router and laptop. [Show Me How]

5. If you are connected to the demonstration from behind a router, please continue to the next step. If you are connecting directly
to the session from a stand-alone laptop or other device, install and access Cisco AnyConnect on your laptop, using the
AnyConnect credentials in the Cisco dCloud UI. [Show Me How]

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Cisco dCloud

• Recommended method: Use Cisco AnyConnect [Show Me How] and local laptop RDP client.

• Windows Users: It is recommended to use some version of Remote Desktop Manager to save the connections to each virtual
machine. An example of a manager is Microsoft’s Remote Desktop Connection Manager, which can be found at
https://www.microsoft.com/en-us/download/details.aspx?id=44989.

• Mac Users: Microsoft Remote Desktop (MRD) [ ] or CoRD [ ] applications are recommended to connect to the
virtual machines. MRD can be downloaded for free from the Mac App Store. CoRD can be downloaded free at
http://cord.sourceforge.net/. Each application gives you the capability to save the connections for each virtual machine.

6. The demonstration requires your 7800/8800 phones to have Phone OS v11.0.1+. If in a proctored environment, your proctor
should have installed the correct firmware on your phone. Use http://upgrade.cisco.com/ to help in the upgrade process.

7. The room device will also require vCE8.1+ firmware. If you need to update the room device, you can download the .pkg file
from cisco.com and upgrade the device directly. Use http://upgrade.cisco.com/ to help in the upgrade process.

8. After confirming the devices have the correct firmware, perform a factory reset on each device before starting.

9. For best results, use either the Firefox or Chrome web browsers.

10. This demonstration uses Cisco Jabber to show Cisco Webex hybrid services. You can also attach a dCloud router and self-
provision any physical phone to demonstrate hybrid services.

11. Each user’s password is set to dCloud123! using an in-demo script at startup. Certain issues may arise, causing the email to
not be sent to a user. If this is the case, then these users will have to manually reset their password. This is shown in
Appendix A. Optionally, you can setup Single Sign-on (SSO) if you do not want to use Webex’s basic authentication. The
procedures to enable SSO are shown in Appendix B.

12. In order to run this demonstration, you will need the Collaboration Edge domain information from the Session Details tab on
your dCloud session page. Each session has a unique domain. The image below is only an example. Do not use the
information in the image for your session. Take note of this information now, so you can refer to it throughout the guide. Note
that in dCloud there are two domain formats that could be used: collabedge-XXX.dc-YY.com or cbXXX.dc-YY.com.

Figure 2. Session Details Tab Example (Domain)

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Cisco dCloud

13. dCloud Webex Demo Bot: To make registration of devices faster and easier we have a dCloud Webex Demo Bot to
accompany this demo. Using the /devices command this bot will create device codes for Kellie and Taylor’s 7800/8800
endpoints as well as create codes for two room devices. You can also create codes just for room devices. If you would like to
get your devices registered quickly, complete the following:

• Obtain the domain assigned to your session as shown in the previous step.

• Start a 1:1 space with the dCloud Webex Demo bot by searching for dcloud_wt@webex.bot.

• Once the space is created, send a message and you will receive a welcome message along with instructions.

• Before creating device codes, verify you received the THE WEBEX DEMO SETUP IS COMPLETE email in Charles
Holland’s mailbox as shown in the Demonstration Pre-Configuration section.

• To create your device codes for two 7800/8800’s and two room devices type /devices domain where domain is the
domain you obtained in the previous step.

NOTE: The room devices the /devices command creates will be configured without OBTP. If you would like to have OBTP on your
room devices use the /obtp command below to create room device codes separately.

• Use the codes that are generated to register your devices.

• If you would like to just generate a code for a room device type /rd domain,rd name

• If you would like to just generate a code for a room device with OBTP type /obtp domain,alias,rd_name (SEE
NOTE BELOW)

NOTE: The alias part of the command above represents the part before the @ sign of the email address. By default, there are five
room resources already created on Exchange. The aliases are webexrd, webexrd2, webexrd3, webexrd4, and webexrd5. Each
room device must have a unique Exchange room resource assigned to it. When creating your room devices with the bot make sure
to use each alias once. If you need more than five room devices configured with OBTP then use the instructions below to create
more room resources on Exchange for each extra room device you have. This command DOES NOT support Hybrid Devices. See
the next bullet for instructions on setting up a hybrid device as well as OBTP.

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Cisco dCloud

1. Create a remote connection to the Exchange server (198.18.133.2) as dcloud\administrator and password: C1sco12345.

2. Open the Exchange Management Shell using the icon on the taskbar [ ].

3. At the [PS] prompt, enter the commands below. Don’t forget to update the domain with the one assigned to your session and
replace New Room/newroom with ones of your choosing.

New-Mailbox -Name ‘New Room' -Alias 'newroom' -room

4. After creating the new room resource, use the bot to create the associated room devices using the new alias you used.

• If you want to just generate a code for a hybrid room device type /hybrid domain,rd_name (SEE NOTE BELOW)

NOTE: This demo only supports ONE hybrid device. If you want to create another code for a hybrid device you MUST go into the
control hub and deleted the existing hybrid device first before generating another code.

The finish_hybrid_setup.bat script MUST run and complete first before generating a hybrid device code. See the pre-
configuration instructions here. This command will also configure OBTP for the room device.

14. The two hybrid users, Charles and Anita, and one hybrid device have an external DID assigned for dialing out and in via a real
PSTN. Only these hybrid users and the hybrid device have the ability to dial PSTN numbers and receive outside calls. You
can find the DID numbers listed in the session details. The numbers are labeled with the respective names. Currently only
Local and National calling is available dialing out from dCloud. For outbound dialing rules and patterns see this page.

Figure 3. Session Details Tab Example (DID)

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Cisco dCloud

Demonstration Pre-Configuration
This content requires a small bit of final configuration before using all hybrid capabilities. Most of the setup was completed for you
at session start up. However, there are a few final configuration steps that need to be made. It will all be done via a script you will
run.

Initial Connection to Demo

1. If not already connected, use Cisco AnyConnect to VPN into your session. The login credentials are provided on the session
details tab within the dCloud session webpage.

1. Create a remote desktop connection to Workstation 1 (198.18.1.36) and log in as dcloud\cholland with Password:
C1sco12345.

2. Open Microsoft Outlook using the icon in the taskbar [ ].

3. For profile name, enter Charles and click OK.

4. You should see a few emails in the inbox from the automatic setup. Verify there is an email with the subject of THE WEBEX
DEMO SETUP IS COMPLETE before continuing. This will ensure all setup scripts for Webex services have completed.

5. You can ignore the rest of the emails for now and minimize Outlook.

Hybrid Services Configuration

In the next section, you will run a final script to complete the hybrid services configuration. This includes the configuration of the
WebEx site and hybrid call services on the connector host. All you need to do is run the script and let it run until the command line
windows closes. Once you start the script, please do not use the workstation until the script finishes. Using the workstation while
the script is running could result in the configuration not being complete.

NOTE: The initial WebEx site setup can take 30-60 minutes to complete. This script will not run until the site is ready. Until then
@webex will not be functional. The @spark feature should be working by demo activation. Make sure to verify user hybrid service
activation in the control hub before using these features.

1. On Workstation 1, minimize Outlook and open the Webex folder on the desktop.

2. Run the finish_hybrid_setup.bat file by double clicking it.

This script will finish the configuration for hybrid services. After running DO NOT use the workstation until the script finishes
completely.

NOTE: The hybrid call services will take a few minutes to become active for Charles and Anita. Be sure to verify the Call Service
shows Activated for Charles and Anita in the control hub before demonstrating call service aware/connect.

The demonstration setup is now complete.

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Cisco dCloud

Scenario 1: Cisco Webex Desk Phones


In this scenario, Charles Holland, a systems administrator for dCloud Realty, will configure a Cisco Webex desk phone for one user
and another user will configure one for themselves. dCloud Realty is running a trial installation of Cisco Webex and Charles is the
lead engineer setting up the infrastructure. Now he is beginning his end user trials.

NOTE: If you would like to quickly generate device codes, use the dCloud Webex Demo bot as mentioned in the Getting Started
Section. If you use the bot you can skip the manual device code generation steps in Scenario 1 and 2.

The following users already have Webex message, meeting, and call configured:

Taylor Bard – Webex meeting, call, and message.

Kellie Melby – Webex meeting, call, and message.

Rebekah Barretta – Webex meeting, call, and message.

Ricardo Filice – Webex meeting, call, and message.

Stefan Mauk – Webex meeting, call, and message.

Eric Steele – Webex meeting, call, and message.

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Cisco dCloud

Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Configure a Webex Cloud Registered Phone From your own web browser (Firefox or Chrome) on your
for Kellie Melby own computer, navigate to http://admin.webex.com/.

The first step is to generate an Activation Code • If needed, sign in as cholland@(collabedge- or


for the user. cb)XXX.dc-YY.com with password dCloud123!.

I open Kellie’s account and generate an • Click the Users tab.


activation code. I use my smart phone to take a
• Choose Kellie Melby from the user list.
picture of the QR Code that appears in the fly out
window. • In the fly out window, click Generate Activation Code.
Skip manual registration if you used the dCloud bot to
She then can then show this code to the Cisco
register devices.
IP phone 7800/8800 camera to register it. Again,
a quick and easy method to accomplish a • A window appears with a QR Code. If your phone has a
complicated task. If the phone type is not camera, show this code to the 7800/8800 phone camera
equipped with a camera, I could enter the 16- to register it. The easiest way to accomplish this is to get
digit code provided by the pop-up. your smartphone, take a photo of the code, and show the
QR code to your Cisco phone.
Kellie will also be QA’ing our auto attendant
process from time to time and she requested a
NOTE: If your phone does not have a camera, press the
speed dial be created to dial directly into our
Enter Manually button and enter the 16-digit code.
auto attendant that has been setup already.
• Within a few seconds, the phone should register to the
While adding a new button, I see it gives me the
Webex Cloud. The 7800/8800 phone will likely go through
option to reorder the buttons. I am going to move
an upgrade to get to the latest version of software
the Hunt Group button to the sixth button and
automatically. Do not defer or postpone the upgrade.
replace with the third button with this new speed
dial. • Click [ ] on the QR code window after the phone
registers.
After add/reorder:
• To setup speed dial, click Call > Phone Button Layout &
Wow the phone refreshes and the button is
Speed Dials.
already there and I can use it right away!!
• Click the ellipsis and choose Add Button.
NOTE: In order to see all six buttons at once you
• Contact Name: Auto Attendant, Number Format:
will need a Key Expansion Module.
Custom, Number: 5333

• Click Save.

• Click the ellipsis and choose Reorder.

• Move the Hunt Group button to the 6th slot and move the
new speed dial to the 3rd and click Save.

• Wait for phone to refresh and test the speed dial.

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Cisco dCloud

STEP TALKING POINTS ACTIONS

2 End user Self-Care Portal phone registration


NOTE: In a standard deployment, you would click the Email
for Taylor Bard
button at the QR code screen. However, Webex also sends an
I have successfully provisioned a phone for email directly to a user when they are enabled for Webex call.
Kellie, now I will see if Taylor Bard can perform We will skip directly to this email for this step.
this task himself using the Self-Care portal.
• Because of cached login info, open a different web
I previously sent Taylor a message letting him browser and/or open a new tab in private/incognito mode
know he would receive an email when the to navigate to https://settings.webex.com/.
system was ready for him to log in.
• Enter tbard@(collabedge- or cb)XXX.dc-YY.com for the
email address and click Next.

• Enter password: dCloud123!


As Taylor Bard:

Hello, my name is Taylor Bard, a Project


Manager at dCloud Realty. I heard that Cisco
Webex is a great tool for managing project
communications and files, so I wanted to get an
early look at the tool.

Charles configured my account and I got an


email that Cisco Webex is ready for log in and
configuration of services

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Cisco dCloud

STEP TALKING POINTS ACTIONS


3 As Taylor Bard: You will now configure Webex call for Taylor by agreeing
to the terms of services and then clicking the Personalize
Now that I am logged on, I can activate my
Settings button. (skip manual registration if you used the
phone.
dCloud bot to register devices)
I go to the Personalize Settings section and click
• Click My Devices and then click Generate Activation
the My Devices tab to generate an activation
Code.
code. This generates a QR code I can show to
my phone so it will auto-register. • Take a photo of the QR code on your smartphone and
show it to your other Cisco phone or enter the 16-digit
Within seconds, I can show my phone the QR
code. Note that an email should already be in Taylor’s
code picture on my smartphone and it begins the
inbox with a QR and 16-digit code. The email is sent
registration process. This is so straightforward!
automatically after enabling a user for Webex call.

Within a few seconds after showing the QR code to your Cisco


7800/8800 or entering the code, the phone should register to
the Webex Cloud.

• After the phone registers, the portal page may not refresh
to display the phone. If it does not, in the browser
navigate back to https://settings.webex.com/, click
Personalize Settings, and then click My Devices. The
phone should now appear on the page as Online.

• Stay on the Self-Care portal page.

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Cisco dCloud

STEP TALKING POINTS ACTIONS


4 Now that my phone is registered, I can Click the Call Settings tab, then click Add Speed Dial.
customize the phone settings, speed dials, and
• For Contact Name, enter Kellie and for Number Type,
other options.
choose Custom.
The first task to accomplish is setting up a speed
• For Phone Number, enter Kellie’s extension (5050), and
dial to Kellie, someone with whom I work on a
then click the checkmark button to save. Taylor’s phone
daily basis.
refreshes and has a speed dial set for Kellie on button 5.
I see that Do Not Disturb, Call Forward, Single Use the speed dial to call Kellie, then end the call.
Number Reach, and Auto Answer are additional
• On the Call Settings page, you can set numbers for
options I can configure.
Single Number Reach, well as set Do Not Disturb,
Looks like I also have an option to change the Call Forward, and Auto Answer.
display name on my primary line. I’ll go ahead
• Click the [ ] icon next to Taylor Bard and change the
and change that now.
line name.
Finally, I see my voicemail is enabled. This self-
• Click the toggle for Do Not Disturb and see how quickly
care portal makes it easy to set my PIN. After I
DND turns on. It is indicated by a red banner at the top
set that all I need to do is press the voicemail
of the screen. Turn Do Not Disturb off.
button and log in. After logging in to the
voicemail system, I can follow the voice prompts • Click the My Profile tab, then the [ ] button and
to configure my voicemail. choose Reset Voicemail PIN.
I also noticed I have a Webex Teams space that • Enter 13572468 in both the New and Confirm
gave me a one-time PIN for my Voicemail box. Voicemail PIN boxes and click Save.
After changing my PIN it notified me of the
change. Wow! • From Taylor’s phone, press the voicemail button [ ],
enter the PIN of 13572468, and press the pound key (#).
Looks like I am receiving a call from Kelly, I need
to transfer her to my voicemail for now because I Next is voicemail setup. It is not required, but you can and
have a meeting soon. then test it by leaving a message from Kellie’s phone. If you
want to save time, continue the guide and show this later.
This completes the setup process for Cisco
Webex call. It was an easy process to follow and For Voicemail to Email, leave a voicemail and log onto OWA
I was able to complete it quickly. I will be sure to at https://mail1.dcloud.cisco.com/owa as dcloud\tbard with
give Charles my positive feedback. Password: C1sco12345. Open the attachment to listen.

• View Taylor’s Webex Teams client to see the Webex


messages.
VALUE PROPOSITION:
• To transfer a call to voicemail, from Kellie’s phone dial
Cisco Webex makes it easy for end users to set
Taylor and answer on Taylor’s phone.
up their own endpoints and collaboration
services. Within minutes, all of their settings are
• Press the transfer button [ ].
configured and ready to use.
• Press start [*] button and then the 4-digit extension of
either Kellie or Taylor. Within a couple seconds the call
will be transferred directly to the user’s voicemail.

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Cisco dCloud

Scenario 2: Cisco Webex Room Devices


Charles continues his trial deployment of Cisco Webex by registering a Cisco Webex DX/SX/Room Kit/Room 55-70/Board device.

Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Cisco Webex Room Device Return to https://admin.webex.com/. Log in as
cholland@(collabedge- or cb)XXX.dc-YY.com with
If you want to create a room device quickly use
password dCloud123!.
the dCloud bot as shown here using the /rd
command or /obtp to use one button to push • Click the Devices tab. You should see two phones online.
later. If you plan on demoing Hybrid Call Service Click New Device. Skip if you used the dCloud Bot to
for Cisco Webex Devices later, create the device register your room device already.
using the /hybrid command. This command
• Choose Other Cisco Webex Device and then click Next.
includes OBTP configuration.
• Choose New Place and enter a relevant name in the box
As Charles Holland:
at the bottom, such as Boardroom and then click Next.
We have had great success so far in our Cisco
• Click Cisco Webex Hybrid Call Service Connect.
Webex trial. User configuration and endpoint
Toggle Calendar on. Then click Next.
registration has been simple and powerful. End
users have logged in to the Self-Care portal
NOTE: You can only create one room device with hybrid
successfully to register their own endpoints.
calling. The finish_hybrid_setup.bat script must have run and
I will now register a room device for my VP’s completed first before configuring a hybrid calling device.
TelePresence meeting room. If this goes well,
• Enter hplace@(cb or collabedge-)XXX.dc-YY.com for
we can look at moving to a larger deployment
the Mail ID and then click Next.
within the company.
• Enter the email webexrd@(cb or collabedge-)XXX.dc-
I go to the management portal and add the room
YY.com and click Next. This is a pre-configured mailbox,
device as a new device. After resetting the room
to create more non-hybrid devices use these instructions.
device, I enter the code from the portal and
within minutes the room device is fully registered The next screen is a 16-digit code for the room device. The
and functional. next steps start from a factory reset, which is recommended.

Just like with registering the collaboration user • On the Welcome screen of the device, click Get started.
endpoints, the room device was quick and easy
• Finish the setup wizard (if needed) until you see a
to register.
Choose a call service screen. Choose Cisco Webex.

• Enter the 16-digit code and click Activate. Continue the


rest of the setup until you reach the home screen.

• Go back to the management portal and click the [ ].

The room device is now registered to Cisco Webex. It is


Online on the Devices page on the Cisco Cloud Collaboration
Management portal at https://admin.webex.com/.

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STEP TALKING POINTS ACTIONS

2 Cisco Webex Room Device Administration


NOTE: To do this step, your computer and room device need
As Charles Holland: to be on the same network or make sure the room device can
be reached over the network from your computer. You should
Everyone loves the room devices we have setup.
be able to access if you are on the same network and
They have been so easy to use and maintain.
connected with AnyConnect to dCloud because of split
In one area we have multiple room devices tunneling. If you cannot reach your device, you may need to
setup. The users have been saying they are disconnect from AnyConnect.
sometimes pairing to the wrong device. I believe
this has to do with the ultrasound speaker • Return to the Cisco Cloud Collaboration Management
volume on the device. So, what I am going to do portal at https://admin.webex.com. If needed, log in as
is use the management portal to connect to the cholland@(collabedge- or cb)XXX.dc-YY.com with
room device and turn down the ultrasound password dCloud123!.
speaker volume. • Click the Devices tab.
Webex makes it easy to manage my room • You should see the room device you added in the
devices. All I need to do is choose the room previous step. Click the room device.
device I want to manage and click Launch
• In the fly-out window, scroll down toward the bottom and
Advanced Settings.
click Launch Advanced Settings.
From here I can configure many options,
• Click Proceed.
however, in this situation I want to modify the
ultrasound speaker volume. • Navigate to Setup > Configuration and choose Audio.

Later: • At the bottom under the Ultrasound section, set the


MaxLevel to 50 and click Save.
After checking with the users, turning down the
ultrasound volume devices solved their pairing
issue. I am so glad Cisco Webex makes it easy
to manage my devices in the management
portal.

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Cisco dCloud

Scenario 3: Cisco Webex Teams Mobile App


In this Scenario, you will demonstrate the Cisco Webex Teams mobile application. Before testing the current setup, open the
respective app store on your iOS or Android device, and download the Cisco Webex Teams app. If you already installed Cisco
Webex Teams, sign out of it. The following steps show Webex call registered phones and a room device. If you do not have these
registered, you can log on to another Cisco Webex Teams client (mobile, web, or desktop) for Webex call and message between
the clients.

Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Cisco Webex Teams Mobile App Sign in to Cisco Webex Teams as Taylor Bard
(tbard@(collabedge- or cb)XXX.dc-YY.com) with
Hello, this is Taylor Bard, Project Manager at
password of dCloud123! on your mobile device.
dCloud Realty. I am a very mobile employee and
it is critical that I stay connected to my project • On Kellie’s 7800/8800, dial Taylor’s 4-digit extension
teams no matter where I am located. (5026).

When Charles Holland asked me to try the Cisco • Wait for the call on the Cisco Webex Teams app. When it
Webex Teams mobile app, I was delighted. My appears, answer it. Mute Kellie’s phone to stop feedback.
initial deployment of Cisco Webex went well and
I have already started using it with my project
teams. Adding in the mobile app will certainly
increase our productivity.

I go to the app store for my smartphone,


download the app, and then sign in using my
corporate credentials. Since Cisco Webex is in
the cloud I can sign in securely with my
credentials without needing to have an active
VPN session.

Kellie Melby calls me using Webex call. I am


walking into the office, so I will answer from my
mobile.

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Cisco dCloud

STEP TALKING POINTS ACTIONS


2 The call is connected and I speak with Kellie for Verify you are paired to the room device.
a few moments. I just walked into an open
• Move the call from the mobile to your room device by
meeting room with a Cisco Webex room device. I
decide to move the call over to the room device placing your finger on the up arrow [ ] and dragging
so I can talk with her on a larger screen. All I your finger up on the screen.
need to do is drag my finger up the screen to
• Now you should have the video call between the room
move the call.
device and the phone. The mobile device can be used to
Wow, that was simple. I can even mute and manage the call. You can show these controls if you
adjust the volume of this room device from my would like.
phone. Who needs a remote anymore!
• Move the call back to your mobile by placing your finger
I need to head to my office now to get some
on the down arrow [ ] and sliding your finger down on
documents Kellie needed. With Cisco Webex, I
can continue my conversation by moving the call the screen. You can tap [ ] to end the call
from the room device to my mobile. on the room device.

After I finish my conversation with Kellie I can • End the call from your mobile device by tapping the [ ]
just end the call. button. Feel free to rate the call 5 stars .
Once the call is over, I rate the Cisco Webex • You can test the other direction as well by dialing Kellie’s
Teams app 5 stars, because this is one amazing 4-digit extension (5050) from the mobile app.
product!
NOTE: This move call feature is also available on the Cisco
Webex Teams desktop client. To use, just click Move call and
VALUE PROPOSITION:
the active call window and it will move to your room device or
With the Cisco Webex Teams mobile app, back to your desktop.
users can easily keep up with team
communications while on the go, even using
Webex call and message services. Because
Cisco Webex is hosted in the cloud, all this can
be accomplished securely without maintaining an
active VPN connection.

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Cisco dCloud

Scenario 4: Hybrid Services: Calendar Service


In this scenario, you will demonstrate the Webex Calendar Service. Calendar Service connects to Microsoft Exchange and WebEx,
via the Calendar Connector, and allows you to create a Webex Teams space and/or a WebEx meeting with all meeting invitees by
adding “@spark” or “@webex” to a meeting invite.

Integrate Microsoft Exchange with Cisco Webex

Simplify meeting scheduling, even from mobile devices, with Cisco Webex Calendar Service.

As workers become more dependent on mobile technology, many want to use their mobile phones to schedule meetings.
Unfortunately, built-in mobile calendar applications do not allow plugins. Consequently, when inviting meeting participants from a
mobile app, there is no easy way to send them information on how to join a Cisco Webex meeting.

At the same time, using Microsoft Outlook Web Access (OWA) is difficult and forces people to manually copy and paste the joining
information into OWA. This problem is so significant, many people do not even try. They wait until they get to the office, or use their
laptops to schedule meetings.

Schedule, Start Meetings from Any Device

Cisco Webex Hybrid Calendar Service overcomes these issues. It makes it easy for you to schedule meetings and create Cisco
Webex Teams rooms automatically, from any device, no matter where you are.

For users with Cisco Webex basic meeting capabilities, adding @spark to a Microsoft Outlook invitation location field automatically
creates a Cisco Webex room for the invitees. The team can begin the conversation and share documents and ideas before the
meeting even starts.

In addition, those with a Cisco Webex advanced meeting subscription can add @webex to the location field of an Outlook
invitation. This automatically populates the body of the invitation with the information on how to join the Cisco WebEx meeting. And
by adding @spark and @webex to the location field, you can achieve both results noted above.

Cisco Webex Hybrid Calendar service gives you all these capabilities without requiring plugins or manual copying and pasting of
the joining information. By simply adding this text to a meeting invitation, you can schedule meetings from anywhere on any device,
including OWA and any mobile device that supports Microsoft Exchange.

How Cisco Webex Hybrid Calendar Service Works

The Hybrid Calendar service can be deployed on its own or together with any of the other Cisco Webex Hybrid Services. To
facilitate these services, a software application or connector must be deployed and run on your premises or in the Cisco Hosted
Collaboration Solution partner cloud. The Hybrid Calendar Service connector requires Cisco Expressway.

There are no incremental subscriptions or fees for deploying this or any of the Cisco Webex Hybrid Services. The Hybrid Service
Connectors and Cisco Expressway are downloadable free of charge. They are part of the Cisco Unified Communications licensing
schemes and the Cisco Webex service.

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Cisco dCloud

Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Demonstrate the @spark Calendar Service Create a remote desktop connection to Workstation 1
(198.18.1.36) and log in as dcloud\cholland with
These steps use the users configured from the
Password: C1sco12345.
batch script in the demonstration pre-
configuration section at the beginning of the • Open Cisco Webex Teams and log in as
guide. cholland@(collabedge- or cb)XXX.dc-YY.com with
password dCloud123!.
Verify Charles’ Calendar Service is activated in
the admin portal.
• Open Outlook using the icon in the taskbar [ ].

• Click Calendar at the bottom of Outlook and then click

New Meeting [ ].

• Add Anita Perez, Taylor Bard, and Kellie Melby to the


To line. You may add your own email address or other
demonstration users if you would like. Be sure to have at
least one other user added to the invite.

• Enter a relevant Subject.

If he is still in Invite Pending state you will need • For Location, enter @spark (do not use @webex at the
to log in to Webex Teams with his account first. same time).

If you are using OBTP, the place also needs to • For OBTP, click Rooms… at the end of the location field.
be activated. If you haven’t created a room • Choose Webex Room Device or Hybrid Place (if bot
device yet, do so now with the dCloud bot as was used with the /hybrid command) and any other
shown here. devices you created earlier with these steps and then
As Charles Holland: click OK.

It is my turn to try out a new Cisco Webex • Click No to the update the location pop-up.
Teams feature. Calendar Service allows me to • Click Appointment and set the start/end time for today at
create invites for Webex meetings directly in my a time AND date in the future from what your
Outlook client without having to switch over to Workstation 1 clock reads. Set the time at least 10
the Webex Teams client. One window to do all of minutes in the future for OBTP and meeting notifications
my work makes me much more efficient. I can to work.
also add room devices to my invite for One
• Enter some relevant text in the body of the message.
Button to Push (OBTP).
• Verify @spark is still in the location field and click Send.
I see the room device I added has accepted my
meeting request which means it’s available. • You should get an accepted email from the room device if
you added one.

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Cisco dCloud

STEP TALKING POINTS ACTIONS


2 The Calendar Connector creates the Webex The Calendar Connector reads the @spark and
meetings automatically for me. One bonus is that populates the Webex meeting room information into the
a Webex Teams space is also created to go with meeting invite. It will also create a Cisco Webex Teams
the meeting. This saves me the time of manually space with all the participants. After a few moments, open
creating one and it is now ready. the new meeting invite and you will see Webex meeting
information located at the bottom. If it has not populated,
The details for this meeting are posted inside the
close the meeting and reopen after a few more moments.
new Cisco Webex Teams space. All of the
participants were added to this space • Open your Webex Teams app that is logged in as Charles
automatically, so they can see the details and from earlier.
begin to add content in preparation for our
• There should now be one space in your account with a
conference.
name matching the subject you used in the meeting
I also can see the meeting show up on my invite.
meetings list. I can click each meeting to see
• Click the space and you will see the meeting details
who was invited as well as the room devices I
posted in this space.
added. Oh look, it even tells me if the person
accepted my invite or not. • Click the Meetings [ ] icon to view meetings list. Click
Five minutes before meeting: the meeting to view participants including room devices.
You can see if the users accepted the invite as well.
Looks like it’s time to join my meeting because I
received this notification to Join. • Once you receive the join notification on your Webex
Teams app click Join.
I can join right from my Webex Teams client by
clicking Join, this is so convenient. I’ll never • On your room device, notice Charles is already in the
miss a meeting again!! meeting. Press the Join button to go straight into the
meeting in progress.
Wow, I just noticed the room device I added had
a big green Join button to join the scheduled
meeting right away. I also see Charles has
already joined the meeting. I press this button
and I am immediately joined into the meeting. No
numbers to dial or anything!! Webex makes
things so simple!

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Cisco dCloud

STEP TALKING POINTS ACTIONS


3 Demonstrate the @webex Calendar Service If the previous meeting is still in progress, right click the
meeting in the calendar and select Cancel Meeting then
I also have the ability to schedule a WebEx
click Send Cancelation to free up the room devices.
meeting for my personal meeting room using this
Room devices can’t be double booked.
@webex calendar service.
• Setup the calendar invite in the same way you did with
After scheduling I see that my WebEx personal
@spark but this time instead of adding @spark into the
meeting room information is populated into the
location field, add @webex only.
calendar invite.
• Do not use @spark and @webex on the same calendar
Also with OBTP my endpoint prompts me to join
invite.
the meeting 5 minutes before the start time and it
shows me who’s already joined the meeting just • The rest of the steps are exactly the same as before (with
like @spark did! exception of the Webex Teams space being created). In
the meeting invite it will display the WebEx meeting
Wow these Webex features are really awesome!!
information instead of the Webex meeting information as
before.

• Using @webex will not create a Webex Teams space.

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Cisco dCloud

Scenario 5: Hybrid Services: Call Service Aware and Connect


Extend Call Control to the Cloud

With Cisco Webex Hybrid Call Service, you can integrate call control so tightly with Cisco Webex, everyone will think it is a single
service.

If you are like many organizations, you want the full capabilities of Cisco Webex, including messaging, meeting, and calling, but
already have a Cisco phone system. You may also be using Cisco Jabber for your mobile calling and collaboration, and do not
want or are not ready to move your call capabilities to the cloud.

With Cisco Webex Hybrid Call Service, you can keep using your existing call control and get all the additional benefits of the Cisco
Webex service. Hybrid Call Service combines the Cisco Webex message and meeting capabilities in our Collaboration cloud with
the following Cisco call control systems:

• Cisco Unified Communications Manager


• Cisco Business Edition 6000
• Cisco Business Edition 7000
• Cisco Hosted Collaboration Solution (Confirm your Cisco Hosted Collaboration Solution provider offers Cisco Webex
Hybrid Services)

Cisco Webex Hybrid Call Service is made up of two components:

• Call Service Aware makes Cisco Webex aware of the call activity within your existing Cisco call control
• Call Service Connect facilitates calls between the two so that they appear as one system to people using them

Benefits of Cisco Webex Hybrid Call Service

Share Your Screen Easily, and Instantly

Cisco Hybrid Call Service helps to enable instant desktop sharing when you call another Cisco Webex user. No extra steps like
scheduling, inviting, or starting a meeting. You can share your screen with a single click.

Make Mobile Calls on the Company Plan

When making mobile audio and video calls using the Cisco Webex Teams app, the app uses Hybrid Call Service to become a
softphone client of your call control. Webex users can make and receive calls to anyone through their extensions using the
company dial plan, just as if they were at their desks.

Reach People More Easily

With Hybrid Call Service, you can use your office phone number across all your devices, even when making and receiving calls
from the Cisco Webex Teams app. When called, your desk phone, Jabber, and Cisco Webex Teams will ring. Answering the call
on any one of them stops the ringing on the other devices.

Unify Your Call History

Today, call history is often locked on the device on which the call was made. Yet your call history is one of the most convenient
ways to reach someone. With Hybrid Call Service, that valuable call history is unlocked from any one device and made available in
Cisco Webex Teams. You can see all of the calls you made and received across your enterprise phone system, whether you used
your Cisco desk phone, Jabber client, or Webex Teams app.

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Cisco dCloud

Keep Communications History in One Place

It often helps to know the last time you spoke to someone so you can make reference to it in your call. When you call another
Cisco Webex user with the Hybrid Call Service, the call event is added to the one-to-one Cisco Webex Teams space you are
sharing with that person. Now the space not only includes your chat and shared documents, but also has your call history.

How It Works

Hybrid Call Service can be deployed on its own or together with any of the other Cisco Webex Hybrid Services. To initiate these
services, a software application or connector must be deployed and run on your premises or in the Cisco Hosted Collaboration
Solution partner cloud. The Hybrid Call Service connector requires Cisco Expressway.

There are no incremental subscriptions or fees for deploying this or any of the Cisco Webex Hybrid Services. The Hybrid Service
Connectors and Cisco Expressway are downloadable free of charge. They are part of Cisco Unified Communications licensing
schemes and the Cisco Webex service.

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Cisco dCloud

Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Cisco Webex Hybrid Call Services Verify in the Webex Control Hub that the users (Charles
and Anita) have been Activated for Call Service.
In order to test Call Service Aware, you need to
have a user with an on premise registered phone
and a Cisco Webex Teams client. In the
demonstration, you can use the Cisco Jabber
client installed on the Workstations as the on
premise softphone.

Any phone registered to Unified CM will work. If


you have a Cisco dCloud router attached to the
session you can self-provision a phone to any of
the 11 users as well.

The Cisco Webex Teams desktop client is


installed on both Workstations as well. If you
want to demonstrate using a client installed on
• If not already created, create a remote connection to
your own desktop, feel free to do so. The
Workstation 1 (198.18.1.36) and log in as
following steps walk through Call Services using
dcloud\cholland with Password: C1sco12345.
Cisco Jabber and Cisco Webex Teams installed
on the two Workstations within your session. • Close Outlook and any open web browsers and open
Cisco Webex Teams using the icon on the desktop.

• Once the Webex Teams desktop client opens on


As Anita Perez:
Workstation 1, log in as Charles
I just got a note from Charles Holland telling me (cholland@(collabedge- or cb)XXX.dc-YY.com) with
that Call Services are now enabled in my Cisco password dCloud123!.
Webex account. I am looking forward to trying
• Create a remote connection to Workstation 2
them out, so I log in to my Cisco Webex Teams
(198.18.1.37) and log in as dcloud\aperez with
client and get started.
Password: C1sco12345.

• Open the Cisco Webex Teams desktop app using the


icon on the desktop.

• Once the Webex Teams desktop client opens on


Workstation 2, log in as Anita (aperez@(collabedge- or
cb)XXX.dc-YY.com) with password dCloud123!.

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Cisco dCloud

STEP TALKING POINTS ACTIONS

2 With Call Services this means that Cisco Webex Charles and Anita are logged in to their Cisco Webex Teams
is automatically activated when I make any call clients.
using a Cisco Unified Communications device,
• Open Cisco Jabber on both workstations (C1sco12345 for
including Jabber.
the password). If you are using physical on premise
I place a Jabber call to Charles to test this new phones then Jabber is not needed. In Jabber, place a call
feature. As promised, a Cisco Webex Teams from Charles to Anita. This is an on premise call. Answer
space is created and ready when I place the call. it with Jabber and then minimize Jabber.
I can use this space to take notes during the call
and keep the conversation going after the call
ends. I can also share my desktop with Charles
while the call active.

• When Anita answers the call, a new 1:1 space is created


in Cisco Webex Teams between Charles and Anita. Click
this space.

• Use this space to take notes during the call and keep the
conversation going after it ends. You can also share your
desktop with Charles while the call active.

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Cisco dCloud

STEP TALKING POINTS ACTIONS


3 Webex Teams Desktop Sharing On Workstation 2 as Anita, minimize both Cisco Jabber

During our call, I click the Desktop Share icon in windows and click the share screen icon [ ] on the 1:1
my 1:1 space with Charles. This lets me share space with Charles. You will begin a desktop share with
my Desktop with him during our call for Charles, which is indicated by the red box around the
additional collaboration. screen.

I see that this all works great. I tell Charles I am • Go back to Workstation 1 and minimize Cisco Jabber.
pleased with the new Call Service and we end You will see a window that displays the screen of
our session. Workstation 2.

• To stop the screen share, click at the top of the


screen of Workstation 2.

• End the call between Charles and Anita.

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Cisco dCloud

STEP TALKING POINTS ACTIONS


4 Demonstrate Call Service Connect Sign into the Cisco Webex Teams app on you mobile
device as Anita (aperez@(collabedge- or cb)XXX.dc-
The following steps walk through demonstrating
YY.com) and password dCloud123!.
call service connect with the two users (Charles
and Anita). • Go to Charles’ Workstation 1 (198.18.1.36) and call Anita
using Jabber.
As Anita Perez:
• It should ring on both Jabber and the Cisco Webex
I have been working with Charles on the Cisco
Teams app on your mobile device. Answer on the mobile
Webex trial deployment. He must have enabled
Cisco Webex Teams app.
Call Service Connect, because I see an
incoming call from him that is ringing on both my • If you are paired with the room device, feel free to push
Cisco Jabber and Cisco Webex Teams clients. the call back and forth between the mobile app and room
device.
I answer the call and speak with Charles about
the status of the deployment. While we are • Hang up the call when you are finished.
speaking, I am able to move the call over to the
• You can also answer the call on the Webex Teams
room device in the conference room I am using.
desktop application on Workstation 2.

• You can also demonstrate dialing PSTN numbers in the


Webex Teams client using the on premise PSTN
services. For outbound dialing rules and patterns see this
page.

• You can also receive calls from the PSTN as well using
the numbers shown in the session details page as
mentioned here.

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Cisco dCloud

STEP TALKING POINTS ACTIONS

5 Demonstrate Hybrid Call Service for Cisco Make sure you created the room device using the dCloud
Webex Devices Webex Demo bot’s /hybrid command as shown here. If you
only have one room device and created the activation code
As Charles Holland:
manually or using one of the other bot commands, you will
I am in another building on campus because I need to factory reset the device and use the new code given
just finished with an onsite event, but the only with the /hybrid command.
problem is now I have a conference with a
Before using, verify the Call Service shows Activated for the
customer and not enough time to return to my
Place.
desk. The customer wants to use their own
bridge, which requires calling a phone number, I
can’t use SIP dialing.

Because our company uses Hybrid calling with


Cisco Webex devices, I can step into the nearest
open conference room and dial this outbound
number from any device in a shared space.

I dial the number and Cisco Webex Hybrid


Calling connects me through the PSTN to the
customer’s conference bridge.

• After the room device’s call service is activated you


should see the DID displayed on the top left of the screen.

NOTE: If you registered the device before the call service for
the place showed activated, the DID number might not be
displayed immediately. If the call service has activated and
you do not want to wait for the number to show up you can
restart the device. It should be displayed after restart.

• You can receive inbound calls to this DID number from


the PSTN.

• For outbound dialing rules and patterns see this page.

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Cisco dCloud

Scenario 6: Cisco Webex Teams Features


In this scenario, you will take a look at some of the new features of the Cisco Webex Teams client. You may use your own client in
this scenario, however the steps will use the clients installed on Charles and Anita’s workstations.

Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Demonstrate Do Not Disturb Open the Webex Teams client on Workstation 1
(198.18.1.36). Credentials are dcloud\cholland and
As Charles:
Password: C1sco12345. While you are logged in as
I am loving all the new features I get with Cisco Charles, click his avatar, then Status and choose a time
Webex. One of these features is do not disturb to set to Do Not Disturb.
(DND). I can easily set DND in my Webex
Teams application so I can make sure I am not
disturbed during important times such as
meetings. I am about to go into a meeting, so I
am going to set DND right now.

• You can also demonstrate using the mobile client.

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Cisco dCloud

STEP TALKING POINTS ACTIONS


2 Demonstrate Scheduled Webex Meetings On Workstation 1, open the Cisco Webex Teams client as
Charles (cholland@(collabedge- or cb)XXX.dc-YY.com
I really like using Cisco Webex to host meetings.
and password dCloud123!) and make sure Outlook is
It’s very quick and efficient to start an impromptu
opened as well.
meeting between my team or to setup a
reoccurring scheduled meeting that I can put in
• Click the Create Space button [ ] and choose Create
my calendar.
a Space.
I want to setup a team meeting for my team
• Give the Space a name: Team Meeting.
using Cisco Webex. I am going to do that now.
First, I am going to create a Webex Teams • Add Anita and few other people.
space and add my team to this space.
• Once everyone has been added, click Create.
Once I have my space created I am going to
setup a scheduled meeting using this space and
Outlook.

As my meeting invite comes up I see that it


already has a link created inside the message so
users can click the link to join the meeting right
away. It also gives me a video address so I can
dial in directly from my video endpoint if I want. It
is so great that Webex gives me so many
options to connect!
• Send a message to the space to start the space with
everyone.

• Click the activity menu [ ] and choose Meetings [ ].

• Click Create Meeting Invite.

• Bring Outlook back to the foreground and wait for the


meeting invite to appear.

• Feel free to change the Start/End time, add a recurrence,


or add a message. Once completed, click Send.

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Cisco dCloud

STEP TALKING POINTS ACTIONS


3 Demonstrate Using Webex Meetings Open the calendar entry and click the Join Cisco Webex
meeting link that was generated.
As Charles Holland:
• It will first open the link in your web browser and then you
It’s time for my meeting, so I am going to open
will need to click the Open Webex Teams button on the
my calendar entry and enter the meeting using
pop up. If you check the box next to Always open these
the link inside.
types of links in the associated app then you won’t
Wow that’s amazing, it opens my Cisco Webex have to click the button next time. It will just open
Teams application and I can use one button to automatically.
call into the meeting.
• Click Start with video.
As Anita Perez:
• Go to Workstation 2, open Webex Teams (if not already)
Looks like it’s time to join the team meeting. and sign in as Anita Perez (aperez@(collabedge- or
Within my Cisco Webex Teams application, I can cb)XXX.dc-YY.com and password dCloud123!).
see Charles has already joined. I am going to
Since Charles started the meeting, Anita will receive a notice
call in as well.
to join in her Webex Teams desktop client. See also that the
As another user logged into the mobile client: space shows the avatar of all the participants that have joined
I can’t make it to my desk to join the team already. In this case, only Charles has joined so you only see
meeting because I am at an appointment. Luckily his avatar.
with Cisco Webex I can join from anywhere. I am • Click the toast that shows at the bottom right of the
going to use my Cisco Webex Teams client and screen and then click Join with video.
join the team meeting which is already in
• From your mobile client, log in as one of the other users
progress because I can see Charles and Anita
in the space.
already in the space.
• Tap Join on your mobile Webex Teams app to join the
As Charles Holland:
meeting in progress. Notice you now see Anita and
Looks like I am getting background noise from Charles’ avatars in the meeting.
the mobile user. I can easily mute his line by
• To show mute, on your mobile phone, tap unmute.
accessing the participant list and clicking the
mute icon. • Within one of the clients, go to the participant list, if not
already showing, by clicking the activity menu and then
choosing People.

• Mute the mobile user.

• Feel free to share your screen on any client during the


call.

• When finished, disconnect the call from all clients.

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4 Demonstrate Webex Client White Boarding Open one of the Cisco Webex Teams clients using any
user from the space created earlier for the scheduled
As Charles Holland:
meetings task.
In addition to existing collaboration possibilities
• Within the space, click the Activities menu.
such as sharing files and sending messages, the
whiteboard activity gives me another way to work • Click Whiteboard [ ].
with my teammates. I can quickly create visuals
and share them in our team spaces or during our • Click New whiteboard at the top.

team calls. • Start drawing something on the whiteboard and when you

I am going to make this quick drawing and post it are finished, click Post snapshot and then send the

to our team space so others can make edits if snapshot to the space. This will notify all participants that

they would like. a new whiteboard has been added.

As another team member: • From another client tap/click the snapshot in the space.
On desktop clients, it will open the whiteboard for editing.
I just saw that Charles has posted a drawing to
our team space. I need to go in and make a On mobile clients, tap the edit icon [ ].
quick edit to it.
• Make some edits to the drawing on the other client.
I created this other drawing but it’s not needed Changes are automatically saved and updated to other
anymore. I’ll go ahead and deleted it. users in real time.

• At the bottom of the current whiteboard you can tap/click


All whiteboards to view all the whiteboards in this space.
Feel free to create more whiteboards and tapping/clicking
New again.

• Go into the whiteboard and click the trash can icon on any
whiteboards to delete.

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STEP TALKING POINTS ACTIONS


5 Demonstrate Moderated and Announcement Open the Team Meeting room you created earlier.
Spaces
• Click the [ ]button and choose the Moderate space
As Charles: option and click Yes on the pop-up window.
I am going to set this Team Meeting space up as • Click the activity menu and choose People.
a moderated room and then turn on
• You can see that you have been made the only
announcement mode. This way I can use this
moderator of the space. You can right click any person
space to notify the team of upcoming events. I
and choose Assign as moderator.
am going to send an update to the team now.

• Turn on announcement space mode by clicking the [ ]


button again and choosing Turn on announcement
mode. Click OK on the pop-up window.

• Send an announcement to the space.

• View the room as one of the participants of the space to


see the message at the bottom.

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6 Demonstrate Out of Office On Workstation 1, open Outlook.

As Charles Holland: • Click the File tab at the top left.

I am going to be out of the office for a few days. I • Click Automatic Replies.
am going to set up out of office in Outlook so
• Click the radio button for Send automatic replies.
other people will know. Luckily with the calendar
service that was configured for our organization • Check the box next to Only send during this time range.
other people will see that I am out of office in • If not already set, set a Start time to a time in the past (to
their Cisco Webex Teams clients as well. turn on immediately).
As Anita Perez: • Set an End time to a time in the future.
I need to chat with Charles. I am going to pull up • Add some text to the box at the bottom such as “I am
Cisco Webex Teams and see if I can give him a currently out of the office”.
call.
• Click the tab Outside My Organization and add some
As I look in our 1:1 space I see he is out of the text to the box here as well. Click OK.
office. I’ll just send him a quick Webex Teams
message to call me when he is back in the office.

• Go back to Charles’ Webex Teams client. The Out of


Office check is triggered by a Webex action such as
search, @mentions, or going to a 1:1 space. Once it
changes it reads Out of Office until one minute before
the end time you set. If you did not set a time range,
then your status would just read Out of Office. Trigger
the change by sending a message to Anita using their
space.

• On Workstation 2, go to the space with Charles. The


status will be set there as well as if you completed a
search for his name. Send Charles a note telling him to
call you when he is back in the office.

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Cisco dCloud

Scenario 7: Cisco Webex Board


The Cisco Webex Board: All-in-one Device for Team Collaboration

With the Cisco Webex Board, you can wirelessly present, whiteboard, video or audio conference, and even annotate shared
content. It has everything you need for team collaboration at the touch of a finger. Use the Cisco Webex Teams app to connect
with virtual team members through the devices of their choice.

Key features of the Cisco Webex Board include:

• Designed with you in mind: Enjoy an easy-to-use, touch-based, high-quality collaboration experience. Cisco Webex Board
integrates the most common tools needed for team collaboration in a physical meeting rooms into a single elegant device.

• Connect virtual teams through the app: You can store everything you create on the Webex Board in the cloud and
associate it with a virtual room. Team members can use the Cisco Webex Teams app to pick up where they left off in the
physical room and continue working anywhere.

• Intelligently anticipates your needs: The Webex Board automatically wakes up when you enter the room. It detects your
Webex Teams app-supported device and suggests an activity, such as call, whiteboard, or wirelessly share your
presentation.

• Technology for natural experiences: A powerful 4K camera captures a high-resolution, wide-angle image of nearly the
entire room. A 12-microphone array delivers crisp, clear audio, automatically amplifying and modulating voices so that all
meeting participants sound great.

In this scenario, you can use a Cisco Webex Board with any demo user. The Webex Board you are using is most likely connected
to the Cisco Webex service. If not, add the Webex Board as you would any other room device, which was shown earlier in
Scenario 2. The Webex Board DOES NOT have to be connected to the same Webex organization you configured during this
demo.

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Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Webex Board Calling (local) Log on to Cisco Webex Teams from your mobile or
desktop app as Rebekah, using the email
As one of the demo users:
rbarretta@(collabedge- or cb)XXX.dc-YY.com and
Our company just received a new Webex Board password dCloud123!.
and it’s amazing! It was so simple to setup and
Calling
use. I can use so many features locally right out
of the box! • Tap the Webex Board to bring up the main screen. You
will see three options: Call, Whiteboard, and Share
I am going to call Rebekah.
screen. If you want to return to the home screen, tap the
Wow this video is amazing. home button at the bottom center of the display.
I am going to pin my video so I can see myself • Tap Call.
during the call. Rebekah is telling me that she
• From the Webex Board, call Rebekah’s URI (rbarretta),
can hear me no matter where I stand in the
or another user that is logged into the Webex Teams
room. These microphones are great!
client, using the format username@(collabedge- or
cb)XXX.dc-YY.com and answer on your Webex Teams
client. Make sure to mute both sides to eliminate
feedback.

• On the Webex Board you have options to mute


audio/video, change volume, and end call. If you do not
see these options, tap the screen. You can also swipe up
from the bottom of the Webex Board to access the
volume control.

• Notice that your video disappears while in the call. You


can make it persistent by tapping the screen, then tapping
your video, and then tapping Pin selfview. Notice how
wide of an angle the built-in 4k camera can reach. Move
around the room and test the Best View feature. The
video should zoom to allow the best view for the sending
video.

• Multiple people can test the microphone quality by having


at least one user on the Webex Teams app leave the
room and continue the conversation with the person/s on
the Webex Board. If there is room, walk around the
Webex Board and continue to have a conversation.
Notice, on the remote end, the person will be able to be
heard clearly from anywhere they go in the room due to
the built-in 12-microphone array.

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2 Webex Board White Boarding during a 1:1 While you are still on a call, press the home button and
call tap Whiteboard.

During our call, I wanted to share my thoughts in • Start drawing something on the board and then tap the
a drawing to Rebekah. I can do that easily by Share live button that is located at the bottom right of the
accessing the white board on the Webex Board. screen.

As I start to draw, I tap Share live so Rebekah • On your Webex Teams client you will see the whiteboard
can see as I am drawing. live and see any changes made immediately. To make

As Rebekah: any edits on your client, tap/click the edit button [ ]. At


Wow this white boarding feature is so cool! I can any time, if you want to stop sharing, you can tap Stop
see exactly what is drawn live. I can also sharing.
participate in the drawing myself. This Webex • End the call.
stuff is so awesome!
• You can view the Webex Board’s SIP address or Settings
by tapping the name at the top center of the screen. You
also have the ability to restart the Webex Board from this
menu.


3 Webex Board Local Screen Sharing If you have an HDMI cable, feel free to test the screen
sharing using it first. The HDMI port is located on the rear
I also have the ability to share my screen, either
near the bottom/center of the display.
via an HDMI cable or wirelessly. This is very
usefully during meetings in the conference room. • After testing with HDMI, disconnect and open your Cisco
This makes it so easy to share my Desktop to Webex Teams desktop client and click the Wireless
everyone in the room.
Sharing button [ ] at the top right of the client.

• Verify the Webex Board is selected in the drop-down list


and then click Screen Share.

• Choose a screen or application to share.

After a few moments, the screen share will start. You can
end your screen share you by clicking at the top
of your Desktop screen or by tapping the Webex Board
and then tapping Stop sharing. However, keep the screen
shared for the next section.

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STEP TALKING POINTS ACTIONS


4 Webex Board Annotation on Screen Share During your screen share from above, tap the Webex
Board screen and tap the edit button at the top left of the
With Webex I can also annotate on my screen
screen. It would be good to be sharing a document,
share to give more emphasis on what I am trying
presentation, or diagram that would need annotating.
to point out.
This will take a screen capture of the current share so you can
Now that I am finished annotating, I tap Done. I
start annotation. It will also end the screen share from your
can see that the annotation is located in the Files
device.
folder on the Webex Board.
• Annotate anywhere on the screen.
Wow, I can continue to annotate on the diagram.
I will go ahead and save it so we can refer to it • Once you are finished you can tap the Done button on
later in a Webex Teams space. the bottom left of the screen. This will close out the
annotation screen and place it in the Files folder on the
Now I can edit if I need to later on my own client.
Webex Board.
Webex sure does make collaborating simple!
• Tap Files and choose the screen capture you were
annotating. From here you can continue annotating.

• You can also save your progress to a Webex Teams


space by tapping Save your work at the bottom right of
the screen. This option was also available earlier before
you tapped done to save it to your files.

• Tap Save your work.

• On the Next screen verify your work is selected and then


tap the right blue arrow to continue.

• On the next screen, you should see your name from the
paring earlier. You can also add other people into the new
space you are creating now.

• Keep the screen as is or add additional people to the new


space if you would like. Once you are finished, tap the
blue checkmark.

• Go to your Webex Teams client and verify the new space


has been created with the snapshot located in the Files
container.

• After a few moments, the screen share will start. Once


you are finished sharing your screen you can end by
clicking at the top of your desktop screen or by
tapping the Webex Board and then tapping Stop sharing.

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5 Webex Board White Boarding (local) From the home screen, tap the Whiteboard icon.

This Webex Board is great at white boarding. I • Start creating a drawing utilizing the colors listed at the
can walk right into the room and pull up the white bottom of the screen. Along with the different colors, you
board and start using it. also have an eraser with a clear all function. Use the
Webex Board pen or your own fingers to draw. Also, note
I am going to create a drawing and then another
that you have the ability to draw two simultaneous lines.
one. Wow, this is so useful, especially in
meetings. I also have the ability to delete any • After drawing on your first whiteboard, leave the drawing
whiteboards I create locally. I can do this either there and tap New whiteboard at the bottom left of the
by clicking one by one or I can delete all of them screen.
at once.
• Create another drawing on this new whiteboard.
I also have the ability to save a whiteboard to a
• When you are finished drawing, tap All whiteboards.
new space if I need to keep it for later. I see the
You are now viewing all local whiteboards.
new space in my Webex Teams client now after
tapping Create Space. This is going to be a very • You have the ability to delete all or some whiteboards by
useful feature for those ad-hoc meetings. tapping Select at the bottom right of the screen.

I also know when the Webex Board goes to • A circle appears at the bottom right of each whiteboard. If
sleep or I press and hold the home button it will you tap any of your whiteboards, a checkmark appears in
erase any local whiteboards. I won’t do that just this circle. Once a checkmark is put onto one of the
now because I want to share these with the whiteboards you can tap the Delete option at the bottom
team. left of the screen to delete the selected whiteboards. Do
not delete any right now.

• Open one of the whiteboards created and tap Save your


work.

• Make sure at least one person is paired with the Webex


Board and then tap Create Space.

• View the new space that was created in your Webex


Teams client.

• Rest your finger on the home button to start the sleep


process. Once it starts, tap the Webex Board screen to
cancel. Go back into the whiteboards and view all
whiteboards again.

• Go to the home screen and tap Close this Space at the


bottom.

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STEP TALKING POINTS ACTIONS


6 Saving Multiple Local Whiteboards to a Pair multiple clients with the Webex Board again, if
Space possible.

As I am creating a whiteboard during a meeting I • Create one or two more whiteboards.


want to create a Webex Teams Space with
• Go to All whiteboards and tap Select.
everyone in the room to share the whiteboard.
• You can tap the each whiteboard and tap Save your
I see I also have an option to save these local
work.
whiteboards to a Webex Teams Space by
tapping the Save your work button. • Once multiple people are paired you will see them in the
list.
I can see all the people paired to this Webex
Board in the room. • Tap Create Space.

After tapping Create Space, everyone in the • Go to one of the paired clients and see the space created
room can see a new space created with the with all the whiteboards.
whiteboard. • You can continue to edit the whiteboard from any of the
Everyone now can make edits in real time in clients or the Webex Board.
their own clients and I can continue to make To prepare for the next step:
edits with the Webex Board.
• Go to the home screen on the Webex Board and tap
This Webex Board is one amazing product!! Close this space.

• The tap Whiteboard again. Make sure there is at least


one whiteboard available. If not, create one or more and
then move to the next step.

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STEP TALKING POINTS ACTIONS


7 Webex Board Move Whiteboards Before the demonstration, setup a new space and add
multiple file types, such as documents, presentations, and
I want to share these great local whiteboards
photos. After creating the space, add a few of your demo
with my team. In order to do that I want to use
users to the space.
Webex Teams on my mobile and connect to a
space. • Open Webex Teams on at least two other clients. One to
pair with the Webex Board and the other as a remote
First, I am going to open this Space I have
user. You are now ready to continue with the demo.
started with my team and use the activities menu
to open this Space on the Webex Board. • Go back into all whiteboards on the Webex Board. Make
sure there is one or more whiteboards already created.
Right away I notice I am connected because of
all the new options I have. Also, the name of the • On one of your Webex Teams clients, pair with the
space is displayed at the top left of the screen Webex Board and open the space you just created with
and the name of the board at the top center has the Webex Board bot.
been removed.
• Open the activity menu and at the bottom of the menu,
I am going to go back into the whiteboard. choose Open on Webex Board. This option will be
available IF you are paired with the Webex Board.
Wow, just like that I am prompted to move all my
local whiteboards into my Webex Teams Space. Notice once you are connected you have more icons on the
I am going to tap Move all whiteboards. That screen. Also, the space name will be at the top left of the
was very simple. screen and the Webex Board name, at the center, will be
gone.
As another user on a Webex Teams client:
• Tap Whiteboard.
These are some great drawings, thanks for
sharing with the team. • Tap Move all whiteboards. You should see all the
whiteboards that you created locally on the Webex Board.
Maybe we can have a call to discuss what you
have here.

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STEP TALKING POINTS ACTIONS


8 Webex Board Call/Whiteboard in Meetings From the home screen, tap Call. Instead of getting a
keyboard to dial a number you go straight to green call
As Webex Board user:
button to make the call.
Since I am connected to this Space I can easily
• Tap the Video Call button to dial into the space to start
call in to start a meeting. All I have to do is tap
the meeting.
the Call button and tap the Video Call button to
initiate the call. On your other Webex Teams clients connected to this Space,
you receive a notification to join the meeting.
Just like that I have started the meeting.
• Chose Join to call into the meeting from one or more of
As a remote user:
the clients.
I see on my Webex Teams client that a meeting
• Once all your clients join, open one of the whiteboards
is in now in progress. All I have to do is tap the
and tap Share live.
Join button.
• On one of the remote Webex Teams clients, tap/click the
This is great, I didn’t have to dial a phone
number or enter a meeting number. It just joined edit button [ ] and make some changes.
right into the meeting. Webex makes things so • Tap Stop sharing on the Webex Board.
easy!

As the Webex Board user:

Now that everyone is connected, I can open this


whiteboard and share it live with everyone.

They can even make changes if needed.

As a remote user:

This is great! I can see the whiteboard on the


Webex Board in real time. I can even make
changes myself by clicking the edit button.

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STEP TALKING POINTS ACTIONS


9 Webex Board Call/Files in Meetings From the home screen, tap Files.

As Webex Board user: • The test a number of different file types in the space.
Open any of the files, such as a PowerPoint.
I can also show this PowerPoint I have been
working on with the team. Let me just go into • If you opened a PowerPoint, Word doc, or PDF, notice
Files and open it up. you can advance the slides/pages using the slide viewer
at the right of the screen. You can change the slide/pages
Now I can discuss each of the slides with my
by sliding your finger up and down on the slide/page. You
team on the call. This is fantastic!!
can hide/unhide the slide view by tapping the screen and

tapping the [ ] icon at the bottom right of the screen.

• You can also zoom using two fingers and dragging them
away from each other. Zoom is available on other items,
such as photos. When you are finished opening the
different file types continue on with the demonstration.

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Scenario 8: Cisco Webex Calling Features


In this Scenario, you will demonstrate with Taylor and Kellie’s phones the call features available with Cisco Webex: Auto Attendant,
Hunt Groups, Call Park, Paging Groups, Barge/Privacy, and Call Pickup. The steps below use these features that were previously
configured in the session with the scripts and bulk provisioning CSV. There is a help desk on-site at dCloud Realty which they use
to field calls.

Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Verify/Update Call Features Settings Open the Cloud Collaboration Management portal
(https://admin.webex.com) and log in as Charles.
You can modify any of the settings in any of the
call features created with the script during setup. • Navigate to Services > Call > Features.
In this current setup, Taylor and Kellie are in all
• You can note all of the pilot numbers used in the
call features.
demonstration. They will also be listed in the
You should make these optional changes before demonstration steps.
the demonstration.
• If you would like to make any changes to the features,
To see how to configure these features, use the click the Edit button [ ].
Webex Enablement Lab.

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STEP TALKING POINTS ACTIONS


2 Auto Attendant Since there is no PSTN access in the demo, you will need
to log in to one of the Webex Teams clients as one of the
As Customer:
demo users. This way you can dial the local number
I need to call dCloud Realty to see if I can get assigned to the auto attendant (5333). You can also use
more information on this house I am trying to one of the desk phones or third desk phone, if available.
buy.
• Once logged in as the “customer”, call 5333.
I have their number, so I will dial it and press 3
• Press 3 to reach support. This will demonstrate the hunt
for support.
group configured by the script.
As Kellie:
• Answer on Kellie’s phone.
Hi thank you for call dCloud Realty, my name is
Kellie, how may I help you.

As Customer:

Hi Kellie, this is Ricardo. I would like to get some


information on a mansion I saw in Evergreen
Valley.

As Kellie:

No problem, let me connect you to one of our


agents, Taylor, and he would be happy to help.
Let me connect you to him now.

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STEP TALKING POINTS ACTIONS


3 Call Park and Page While on the call, press one of the black menu buttons at
the bottom of the screen and press the softkey for Call
As Kellie:
List.
Taylor would be the best agent to handle this call
• Press the softkey for Call Park and take note of the
since he is familiar with the Evergreen Valley
directory number that is assigned to the call.
area. I am going to park this call and then page
Taylor to pick up the call. • Dial the paging group number (5555) and page Taylor to
answer the call parked on number **** (whatever number
As Taylor:
it was parked at).
I just heard Kellie’s page about the customer
• On Taylor’s phone, dial the DN of the parked call.
parked on line ****. I am going to dial that
number so I can continue the call with the • Continue the conversation and hang up when finished.
customer.

Hi Mr. Customer, this is Taylor, how may I help


you.

As Customer:

Hi Taylor, I would like to have more information


on the mansion at 123 Evergreen Lane.

As Taylor:

Sure thing, let me give that to you. (Give


information and continue with the call to finish
the story and hang up when finished).

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STEP TALKING POINTS ACTIONS

4 Barge and Privacy While still logged in to your mobile client as the “customer”:

As Kellie: • Make sure the Privacy button on Kellie’s phone is green.

I am going to call a customer about possible • From Kellie’s phone, choose the shared line (5150) and
showing times for the mansion they were calling dial the DN of the user on the mobile client.
about and to see if they have any additional
• After inviting Taylor onto the call, click the shared line on
questions.
Taylor’s phone BEFORE removing privacy on Kellie’s
Hi Customer, this is Kellie from dCloud Realty, I phone.
just wanted to give you a call about available
• Notice that the active call is not seen on the screen after
time slots to go see the mansion you called
pressing the shared line.
about earlier. We have this Saturday at 8, 11,
and 3. Would one of those times work for you? • Press the Privacy button on Kellie’s phone to make the
light go off.
As Customer:
• Notice now the call can be seen on Taylor’s phone. Now
Hi Kellie, yes 11am would work best for me. I
he can join the call.
also had a question about the neighborhood.
• Press the red button next to the caller information to join
As Kellie:
the call.
Sure thing, Taylor knows that area very well, I
• Continue the conversation and end the call when you are
see him walking in now. Let me ask if he can join
finished.
us on this call to answer your questions. Taylor,
can you jump on this call with Customer and
answer a few questions.

As Taylor:

Yes no problem, I see you are on our shared


line, let me barge into the call. Kellie I can’t see
the call can you turn your privacy off?

As Kellie:

Sorry about that, let me turn off privacy so you


can join the call.

As Taylor:

Ok great I can see the call, jumping on now. Hi


Customer, this is Taylor, what can I help answer
for you.

As Customer:

Yes, can you tell me more about the


neighborhood? (Continue conversation and end
call when finished.)

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STEP TALKING POINTS ACTIONS


5 Call Pickup Using your mobile client, call Taylor’s direct line (5026) as
the client.
Clients sometimes call Taylor and Kellie directly.
Since they work in the same office they were • Do not answer the call on Taylor’s phone, instead use the
setup with the Call Pickup feature. That way if a Pickup softkey on Kellie’s phone.
call comes in to one of their phones directly, and
• While on the call, press one the black menu buttons at the
they have step away, the other one can answer
bottom of the screen and press the softkey for Call List.
the phone for them without leaving their desk.
• Press the softkey for Call Park and take note of the
As Kellie:
directory number that is assigned to the call.
Sounds like Taylor is getting a phone call on his
• On Taylor’s phone, dial the DN of the parked call.
line. He stepped away for a second. He told me
he was waiting on an important call from a client • Continue the conversation and hang up when finished.
and asked if I could answer any calls that came
in for him to his direct line.

Answering the call:

Hi welcome to dCloud Realty, this is Kellie, how


may I help you?

As Client:

Hi Kellie, this is John Smith. I was calling to


speak to Taylor about my upcoming
appointment.

As Kellie:

Yes, Taylor is here but stepped away for a


moment and asked that I take a message. Oh
wait, looks like Taylor is coming back now. Let
me get him on the line for you.

Taylor, John Smith is on the call for you. I’ve


parked the call at ****.

As Taylor:

Thanks Kellie, I’ll pick up the call right now.

Continue the conversation with Taylor and John


as needed.

As Kellie:

Since we’ve moved to Cisco Webex it’s made


our work flow so simple and easy to use. I love
Webex!!

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Cisco dCloud

Scenario 9: Cisco Care


In this Scenario, you will demonstrate Cisco Care. The steps below configure these features using users previously configured in
the session with the scripts and bulk provisioning CSV. There is a help desk on-site at dCloud Realty which they use to field chats
and calls.

Cisco Care is a digital customer care solution for help desks and small teams who support external or internal customers. It
enables connected digital experiences by supporting customer care teams who want to deliver contextual, continuous, and
capability-rich customer journeys.

With fifteen minutes of setup, Cisco Care can be embedded on your website to offer chat and callback services. Cisco Care
includes a customer care user workspace and integrated reporting with customer feedback to improve help desk productivity and
effectiveness.

Cisco Care is offered by Cisco as part of the Cisco Webex collaboration journey platform, with integrated administration and
enterprise class security.

Key benefits are:

• Very easy add-on to Cisco Webex (just takes a few clicks in the Webex Control Hub interface)

• Web chat powered by Cisco Webex message

• Callback powered by Cisco Webex call

• Customizable chat and callback to embed in the customer web page

• Real-time queue information on incoming contacts

• Built-in access to customer identification, context and interaction history, giving agents the knowledge to deliver a better
customer experience

• No compromise, end-to-end encryption offered via the Cisco Webex cloud platform

• Integrated agent, team, and customer satisfaction reporting (with color coding to identify excessive response times)
viewable in Cloud Collaboration Management.

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Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Demonstrate Cisco Care Chat with Virtual On your local laptop, with a Webex Call compatible
Assistant browser, such as the latest version of Chrome or Firefox,
open the Care Desktop (https://care.ciscospark.com/) and
As Customer:
log in as Rebekah rbarretta@(collabedge- or
I’m browsing the dCloud Realty website and I cb)XXX.dc-YY.com with password dCloud123!.
want to get more information on this one home.
• On a separate browser or tab, open the dCloud Realty
I noticed this popup bubble after browsing and website at https://adfs.(collabedge- or cb)XXX.dc-
see they have a chat feature. I am going to use it YY.com/dCloud/webex/index.html.
to see if I can chat with someone right now.
• Wait 30 seconds for the proactive chat bubble to appear.
As Customer: After appearing, initiate a chat by clicking Chat Now.

Customer typing: I would like to see this house. • Fill out the form and click Start Chat.

VA response: Absolutely, what is the address of • You will first connect to the Virtual Assistant. You can
the property? have a casual chat with the VA or get right into the demo.

Customer: I am looking at 123 Sequiota Park. For the demo you can say things like “I’d like to see this
house” or “can you give me info on this apartment” then
VA response: What is the best time for you to the assistant will come back and ask a couple more
look at the property? questions before escalating to your agent Rebekah.
Customer typing: Anytime this week. • Click Accept on the Care Desktop and start the chat.
VA: OK, that’s all the info I need. Let me connect • Continue the chat between the customer and Rebekah.
you with a human agent to take it from here. Add some notes and tags during the chat as well.
As Rebekah: • After the chat has finished you can end the chat from
I see “Customer Name” is requesting to see a either side.
home. I click Accept to help him out. • When a Chat Session is ended, the Customer can save
Rebekah typing: Hi Customer, how are you? You the chat transcript locally. In addition, the customer will be
can see 123 Sequiota Park anytime this week. prompted for feedback on his/her experience. A .pdf file
Would this Wednesday at 3pm work for you? will be created when you save that transcript.

Customer typing: Yes, that would be great!

Rebekah typing: Ok I have you setup. Would you


like any more information?

The customer and Rebekah continue their chat


until they have everything set.

As Rebekah:

I am going to put these details in the notes and


tag it with showing to easily find it later.

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STEP TALKING POINTS ACTIONS


2 Demonstrate Cisco Care Chat escalated to Use a supported browser such as Chrome or Firefox.
Video call.
• After accepting a chat with Rebekah you can click the
Anytime during the demo as you are chatting Video Call button [ ] anytime to escalate to a video
with the customer, transition to a video call in call.
order to show how easy it is to move from chat to
• In your browser, make sure to allow access to your
video without having to install any software.
microphone and camera.

• After starting the call, on the customer side, accept the


call and allow access to microphone/camera.

• Continue the conversation over video.


3 In Cisco Care you can show the Customer When the Agent accepts the Chat from the previous
Journey with Context Service. Connect again to customer, click on the < icon to the left of Current Activity.
the chat with the same customer information to
show how Care recognizes the customer and
has all the information from the last chat.
• Now you can see all the Activities that the customer has
had with the Cisco Care Agent.

• Make sure to add a Note Description for every Activity


via Chat or Callback. The title of the Note will be listed
under the Context Service Activities.


4 Cisco Care Agent Performance After Rebekah clicks the Graph Icon you can run a report
for her to see her Tasks (Chat and Callbacks) Total
When Cisco Care Agent Rebekah is logged in, to
Handled, Average Handled Time, and Average Customer
the right of her picture is a Graph Icon
Satisfaction.

• You can also see if Rebekah has any interactions In


She can see her Customer Care metrics using Progress or if there is anything in Queue.
this report feature. This helps her to see what
she is doing well and also target some areas for
improvement.

This also will show any interactions that are in


progress or any items in queue.

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STEP TALKING POINTS ACTIONS


5 Cisco Care Callback In a Cisco Call compatible browser, such as the latest
version of Chrome or Firefox, open the Care Desktop
As Customer:
(https://care.ciscospark.com/) and log in as Rebekah
I’ve been browsing the dCloud Realty website rbarretta@(collabedge- or cb)XXX.dc-YY.com with
and I would really love to get more information password dCloud123!.
on this one home. I see they have a callback
• On a separate browser or tab, open the dCloud Realty
feature. I am going to use it to see if I can get an
website (https://adfs.(collabedge- or cb)XXX.dc-
agent to call me back.
YY.com/dCloud/webex/index.html).
As Rebekah:
• Initiate a callback using the callback bubble [ ].
I see “Customer Name” is requesting information
on a home. I click Accept to call him back. • Fill out the form with a customer name and extension.
Use the 4-digit extension of one of your registered phones
Hi Customer, my name is Rebekah, I see you
or demo users logged into a Webex Teams client.
are looking for some information on a home. Do
you have a particular home you are looking at? • Click Request Callback.

As Customer:
NOTE: Since there is no Webex cloud PSTN access in the
Yes, I was looking at a home located at 304 demo you will need to dial the 4-digit extension of one of your
Sycamore Drive. Is it still available? demo users that is logged in to the Webex Teams app on a
mobile or has a registered Webex phone.
As Rebekah:

Yes, it is. It is a must see! Would you like me to • Click Accept in the Care Desktop.
set up a showing for you? • Continue the call between the customer and Rebekah.
As Customer: Add some notes and tags during the call as well.

That would be great! • After the call has finished you can end the call from either
side.
The customer and Rebekah continue their call
until they have everything set. • As an extra bonus, to show Context Service, connect
again using callback, with the same customer information,
As Rebekah:
to show how Cisco Care recognizes the customer and
I am going to put these details in the notes and has all the information from the last call.
tag it with showing so it can be easily found
later.

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STEP TALKING POINTS ACTIONS


6 Demonstrate Automated Routing To configure automated routing, log in to the Webex
Control Hub as the admin Charles
With Cisco Care there are two types of call
cholland@(collabedge- or cb)XXX.dc-YY.com with
routing, Pick and Automated.
password dCloud123!.
Pick – allows agents to select items from a
• Click the Services tab and then Settings on the Care
queue of chats and callback requests
card.
Automated – Cisco Care can automatically route
• Within the Routing section, choose Automated Routing,
incoming chats and callbacks to the longest
and click Save, then Yes.
available agent.
• Sign out of the Care Desktop.
The default in the demo is pick routing. If you
would like to demonstrate automated routing you • Sign back in as Rebekah rbarretta@(collabedge- or
will need to change the setting within the control cb)XXX.dc-YY.com with password dCloud123!.
hub.
• In order to start accepting calls, you need to click Not
After changing you will need to log out of the Ready under Rebekah’s name and choose Ready.
Care Desktop and log back in.
• To demonstrate longest availability routing, in another
To demonstrate longest available agent, you will browser or a private browser, log in as Monica
need to be logged in with two agents. Along with mcheng@(collabedge- or cb)XXX.dc-YY.com with
Rebekah, Monica is also configured as an agent. password dCloud123!.

• Now you can use the same demo script from above or
create a new one.

• Notice if you have both agents logged in that Rebekah will


only get the notification since she was logged in longer.

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Scenario 10: Pro Pack for Cisco Webex Control Hub


In this Scenario, you will demonstrate many Pro Pack features that you can get with Cisco Webex. There are two types of services,
standard and Pro Pack. The standard services come free with Cisco Webex with no additional add-ons. The Pro Pack add-on
provides additional services. For more information on Pro Pack for Cisco Webex Control Hub go here
https://collaborationhelp.cisco.com/article/en-us/np3c1rm.

The following features are in this demonstration:

Compliance – eDiscovery Search and Extraction Tool - eDiscovery comes free with Webex under the standard offering;
however, with the standard offering you will only be able to go back and search up to 90 days. With Pro Pack, your search is
unlimited.

With the eDiscovery search and extraction tool, you can access unlimited data to search and retrieve information within Cisco
Webex Teams spaces. Use email addresses, space IDs, keywords, and specific time limits to narrow the search.

As a compliance officer, you can use Cisco Webex Control Hub to search through any conversation in the Cisco Webex Teams
app. You can look for a specific person in your company, find any content they have shared, and then generate a report of your
findings. You can also look through a specific space for information.

Visit https://collaborationhelp.cisco.com/article/en-us/DOC-21569 to view more information about eDiscovery, including information


about the compliance officer role and the reports provided.

Security – PIN lock enforcement - To ensure that content is secure in the Cisco Webex Teams app, you can set up a PIN lock.
After a PIN lock has been enabled, people can only use Cisco Webex Teams on mobiles with PINs or lock screens.

Security – File Share Controls - You can control how people share files in Cisco Webex. If you want to prevent data loss,
eliminate malware concerns, and apply policy controls on specific Cisco Webex Teams apps, you can restrict users from
downloading, previewing and uploading files to the Cisco Webex Teams apps.

Security – Revoke access - When people lose their mobile phone, or somebody leaves your organization, you can remotely
reoke their access and wipe any cached Cisco Webex content from their mobile phones.

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Demonstration Steps

STEP TALKING POINTS ACTIONS


1 Demonstrate the eDiscovery search and Eric Steele has already been assigned the compliance
extraction tool officer role. Navigate to https://admin.webex.com/ and log
in as esteele@(collabedge- or cb)XXX.dc-YY.com with
As Eric the compliance officer:
password dCloud123!.
I am the compliance officer for dCloud Realty. I have
• Enter Stefan’s email address into the first box.
been notified by our legal department that they
(smauk@(collabedge- or cb)XXX.dc-YY.com).
require any Webex Teams conversations Stefan
Mauk, a dCloud Realty employee, has had with • In the Where Messages contains box, enter the key
anyone outside of our company about an inside word Blackbriar. The search will take some time to finish.
program called Blackbriar.
• Due to the demo setup, there should be one space found
With Cisco Webex, I can use the Webex Control Hub with this keyword.
to find this data.
• In the Report Name and Description enter some
First, I will log onto the Webex Control Hub with my relevant information.
account.
• After entering a name and description, click Generate
Legal gave me the keyword Blackbriar to search for Report.
so I will search for that against Stefan’s email
• After the report is generated, click Download Report.
address.
For legal reasons, you might not be allowed to view the report,
After the report is found as Eric:
however, for demo purposes you can view it and use the steps
Looks like I found one space that mentions below to navigate through it.
Blackbriar. I’ll go ahead and generate and download
• This will download a zip file that will include a report in the
the report.
JSON format. Extract the report and browse to the folder
I will hand this report over to legal as requested so that was extracted.
they can continue with their investigation.
• You may view the file in any text editor. Since the report is
Wow, this Cisco Webex eDiscovery search and in a JSON format it’s recommend to use a JSON
extraction tool made that task very easy! viewer/formatter to make the file more readable.

• Search for the word Blackbriar in the document. You can


also search for “message” to see each message Stefan
sent in this space.

• The conversationID field will give you the space ID the


conversation took place in.

• Since the conversation happened with a user outside of


the organization those user fields will be null.

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STEP TALKING POINTS ACTIONS

2 Demonstrate the PIN lock enforcement feature To demonstrate this feature you will need to have a mobile
device that you can turn off the PIN.
As Charles the org administrator:
• The PIN enforcement is off by default and needs to be
In our company we have a policy that any mobile
turned on in the Control Hub by Charles. Log in as
device our employees uses with Cisco Webex has to
cholland@(collabedge- or cb)XXX.dc-YY.com with
have the PIN feature enabled. I need to go and
password dCloud123!.
enable this feature in the Control Hub.
• Navigate to Settings.
With one click of the mouse I am now enforcing our
company policy to have a PIN enabled on any device • At the top of the page select the checkbox for Users can
with Cisco Webex Teams installed. only launch the Cisco Webex Teams app on mobile
devices protected with lock screens.
As user in the org:
• If you have the ability to turn off your PIN on your mobile
After opening the Cisco Webex Teams client and
device you can test this feature by turning off the PIN,
seeing the pop-up:
then open the Cisco Webex Teams client and log in with
Looks like our company is now enforcing me to have one of the users in the lab.
a PIN on my mobile devices. It’s understandable
• When you open the mobile app you will be presented with
since we don’t want our valuable information to be
a pop up that tells you a passcode is required and in
easily available in case of an unprotected mobile
order to keep using the app you will need to set a
device. I’ll set a PIN now.
passcode. The only option available is then to log out.
After setting a PIN:

Ok after setting a PIN its allowing me to use the


Cisco Webex Teams app again.

I am so glad I work for a company that protects our


company proprietary information!

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STEP TALKING POINTS ACTIONS


3 Demonstrate the file share controls feature You will want to prepare by creating a space using an
existing space that has a file shared in it, such as a text
As Charles the org administrator:
document.
Infosec contacted me this morning and asked if there
• All file sharing is enabled by default on every device and
was a way that we can prevent downloads and
needs to be disabled in the Control Hub by Charles. Log
uploads of files in Cisco Webex Teams. They are
in as cholland@(collabedge- or cb)XXX.dc-YY.com with
concerned about the secure nature of our company
password dCloud123!.
and do not want files to be distributed. I told them
yes and now I am going to turn these file restrictions • Navigate to Settings.
on in the Control Hub.
• In the File Sharing Control there are a number of check
There are number of different apps I can disable. boxes for download, preview, and upload restrictions.
Infosec told me they want all options disabled
• If you choose Download and Preview Restrictions for a
including bots.
Cisco Webex Teams app or for bots, then the Upload
Now I can go into my Cisco Webex Teams Restriction is automatically selected for the Cisco Webex
application and test by trying to upload/download a Teams app or for bots If you have the ability to turn off
file. your PIN on your mobile device you can test this feature
by turning off the PIN, then open the Cisco Webex Teams
I can see when I try to upload I get an error stating
client and log in with one of the users in the lab.
that I am unable to send the message. I also can see
that the app will not let me download the item. • If you choose a restriction policy in an app, then
Whiteboards in that app are disabled.
I love how Cisco Webex allows me to configure
settings to meet my companies needs. • Select a check box for one or all of the options. You will
need to Confirm the pop up stating the disabling of
whiteboards.

• After enabling one of the options, with a lab user, go to


that app type and try to complete the task you disallowed.

• If you disabled upload then you will notice that when you
try to send the message you will receive and error stating
that you are unable to send the message. If you disabled
download then the app will not all you to download the
item.

Note the changes are immediate so you can turn off/on file
controls and verify in the app.

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STEP TALKING POINTS ACTIONS


4 Demonstrate the revoke access feature In the Control Hub navigate to Users.

As Charles the org administrator: • Select a user from the list.

I was contacted by a user who is concerned because • Click Roles and Security.
they lost their mobile phone while traveling and has
• At the bottom of the window click Reset Access.
not been able to located it. The had the mobile client
installed and were concerned that someone might be This will revoke all the tokens for this user. Keep in mind that
able to get into their valuable company information. this process can take up to 6 hours. You can delete the user
to remove their access immediately.
I told them with Cisco Webex that is no problem
because I can revoke their accounts access which
will log them out of every device.

I need to do this now and with the Cisco Webex


Control Hub it makes it so easy. WIthing a few clicks
the users account access has been revoked and will
need to log in on every app.

Amazing!

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Cisco dCloud

Appendix A: Cisco Webex Password Reset Procedures


In some cases, it may be necessary to reset the password of a Cisco Webex user account. The following are the steps to complete
a password reset for Charles Holland.

1. Navigate to the Webex Teams web client (https://admin.webex.com) and enter the email cholland@(collabedge- or
cb)XXX.dc-YY.com.

2. Click Next.

3. On the next page, verify it looks similar to the image below with exception to the XXX and YY parts of the domain. If it does
look similar, continue to the next step.

Figure 4. Correct Sign-In Screen

4. If your screen looks similar to the sign-in image above, click the Forgot password? link at the bottom.

5. An email was sent to Charles with reset instructions. Using remote desktop, connect to Workstation 1 (198.18.1.36), log in as
dcloud\cholland with password C1sco12345. Open Outlook if not open already.

6. You should see an email in the inbox with the subject Password Reset. Within that email, click Reset password.

7. A browser window will open. Enter dCloud123! in the New Password and Confirm new password boxes.

8. Click Save & Sign In.

9. Close out the browser and continue on with the demo.

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Cisco dCloud

Appendix B: Single Sign-On (SSO) Configuration with AD FS


All users are using the basic authentication provided by Cisco Webex, however, SSO can be used to demonstrate as well. There
are a few steps to enable SSO.

Single Sign-On (SSO) Configuration (Optional)

1. While connected to Workstation 1 (198.18.1.36), open Chrome and from the home page, navigate to Cisco Webex Links >
Webex Control Hub.

2. Sign in as cholland@(collabedge- or cb)XXX.dc-YY.com with password dCloud123!.

3. Scroll to the bottom of the Terms of Services and then click Accept.

4. On the Overview page, scroll to the bottom of the page to the Licenses card.

5. Click the cog wheel [ ] next to Single Sign-On.

6. Click the radio button for Integrate a 3rd-party identity provider (Advanced) and click Get Started.

7. Click Next on the Export Directory Metadata page. This step was already completed for you.

8. Click the link that reads file browser.

9. In the Open window, click the FederationMetadata.xml file from the Desktop and click Open.

10. You should receive a Successfully imported IdP metadata file screen.

Figure 5. Successful Import

11. IMPORTANT: Click the radio button for Allow self-signed certificate in Metadata (less secure) since you are using a self-
signed certificate. May need to scroll down the screen if using a small display.

12. Click Next AFTER clicking the Allow self-signed certificate in Metadata radio button.

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Cisco dCloud

13. Click Test SSO Connection.

14. This will open a new browser tab to test SSO.

15. Click ADVANCED and click the Proceed link. Then sign in as cholland with password C1sco12345. Note the “i” in the
password is a one (1) and not an exclamation mark (!).

16. If successful, you should see a Single Sign-on succeeded message.

Figure 6. SSO Successful

17. Close that browser tab.

18. If you had a successful test, on the Test SSO Setup screen click the radio button for The test was successful. Enable
Single Sign On and click Save.

19. SSO has now been enabled for your organization. From here on, the user passwords will be C1sco12345.

20. Before demonstration, sign out of the management portal and log in again with the SSO credentials.

NOTE: If SSO ever fails for the customer organization, the partner administrator can log into the partner portal and access the
customer organization from there. In the demo you do not have access to this account. If for some reason, like unable to log in with
customer admin, and you need to disable SSO then navigate to C:\dcloud and right click the disable_sso.ps1 file and choose
Run with PowerShell. After the script is run SSO will be disabled.

Install the AD CA Root Certificate (Optional but mandatory if you want to demonstrate Webex on your own devices)

This section will guide you to install the CA certificate for the AD server onto your devices. On Workstation 1 and 2, this certificate
is already installed so you don’t have to install there if you plan on using Webex within the workstations. Since you are using a self-
signed certificate in this lab, you will need to install this CA certificate to your mobile devices as well as you own computer if you
plan on demonstrating with those devices. If they are not installed, the Webex Teams app will show a completely white screen after
submitting the email address for the user. You only have to do this one time. Once the root cert is on your device SSO will always
work in every demo forward. The only time you would have to reinstall is if you manually delete the root cert from the device.

1. To download the root CA certificate, open your browser and navigate to http://cs.co/ad1cacert.

This will download an ad1cacert file. Open this certificate on your device and install it. Basic instructions are below.

2. For Mac, open the certificate and Add it to the login keychain.

a. After adding the certificate, in Keychain Access window (if not open, then open Keychain Access app) complete a
search for ad1 and open the certificate to view the properties.

b. Once open, expand Trust and change the When using this certificate drop-down list box to Always Trust. Then
close out the certificate and keychain access.

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Figure 7. Trusting AD1 Root Cert

3. For Windows, open the certificate and Install Certificate into the Trusted Root Certification Authorities store.

Figure 8. Installing AD1 Root Cert

4. For iOS, email yourself the certificate, open it on the device, and go through the screens to install it.

5. For Android, rename the .cer extension to .crt, email yourself the certificate, open it on the device, and go through the screens
to install it.

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Test SSO with Lab User (Optional)

In this section, you will test SSO using Anita. First, check to see if Anita received an email from Cisco Webex

1. From your own computer, open a different web browser and/or clear the browser cache if you have used it already to log into
Webex Teams with a different user. You can also use the private/incognito mode of your current browser.

2. Navigate to https://teams.webex.com.

3. Enter the email address aperez@(collabedge- or cb)XXX.dc-YY.com and then click Continue.

4. You will go to the Cisco dCloud SSO page. Sign in as aperez with the password C1sco12345.

5. After you go through the initial setup items, you should now be logged into Cisco Webex.

6. Feel free to log in with any of the users in the organization anywhere you would like: web, mobile, or desktop. All passwords
are C1sco12345.

7. It is important to log into Webex with each of the demo users that you plan on using. This will make sure all their Webex
services will activate.

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Appendix C: Configuration Completed by Script


The following steps were completed using the script located on Workstation 1. Use this section as a reference and to verify
configuration during troubleshooting, if necessary.

WebEx Site Configuration

1. On the Expressway-C server, navigate to Applications > Hybrid Services > Calendar Service > Cisco WebEx
Configuration.

2. Click New.

3. Configure the following:

Table 4. Cisco WebEx CMR Configuration

Setting Configuration

Fully Qualified Site Name cbXXXYY.webex.com

Username Leave blank


Password Leave blank

Default Site Yes (default)

4. Click Add.

Configure Call Connector

1. Navigate to Applications > Hybrid Services > Call Service > Unified CM Servers.

2. Click New.

3. Configure the following:

Table 5. Unified CM Servers

Setting Configuration

Unified CM Address cucm1.dcloud.cisco.com

Username webex
Password dCloud123!

4. Click Verify Credentials.

5. After the page refreshes, configure the following:

NOTE: The remaining fields will show up after changing the drop-down menu to Automatic.

Table 6. Call Service Connect Configuration

Setting Configuration

Cisco Webex Remote Device Configuration Automatic


Type

Device Pool dCloud_DP

Location Hub_None

Calling Search Space Call_Everyone

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Reroute Calling Search Space Call_Everyone

6. Click Add.

7. Navigate to Applications > Hybrid Services > Call Service Overview.

8. Change the Active drop-down menu to Enabled and then click Save.

9. After the page refreshes, the Status should read

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Appendix D: Directory Connector


All user’s avatars should have been uploaded via the automatic setup script. However, if some were missing or you would like to
sync the directory to add more users, you can use the directory connector that has been installed on Workstation 1. It requires
some configuration in order to do the complete sync.

Directory Connector Configuration (Optional)

1. On Workstation 1, use the search box in the task bar to search for cisco directory connector. When found, click the

application icon [ ].

2. At the Sign In to Webex Teams screen, enter cholland@(collabedge- or cb)XXX.dc-YY.com and click Next.

3. Enter dCloud123! as the password in the next box and click Sign In.

4. Click the radio button for AD DS and click Confirm.

Now that the Directory Connector is open, configure it to synchronize the users along with their pictures (avatars).

NOTE: To read more about the directory connector, download the Directory Connector Administrator Guide.

5. Click Not Now to defer the dry run.

6. Click the Configuration tab at the top.

7. Click the Object Selection tab so you can specify the users to synchronize.

The Object Selection page gives you the ability to choose specific users to synchronize. The connector synchronizes the entire
domain’s users and groups by default. For this lab, you only synchronize a set of users in a specific Organizational Unit (OU).

8. UNCHECK the box next to Groups.

9. Click the Select button located in the On Premises Base DNs to Synchronize section.

10. UNCHECK the box next to DC=dcloud,DC=cisco,DC=com to de-select all the check boxes.

11. Check the box next to dCloud and click Select. (You must ONLY select the dCloud container)

Figure 9. Select OU

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Cisco dCloud

12. Except for the Cloud Organization name, the Object Selection page should look like the screen shot below.

Figure 10. Object Select Tab

13. Click the Avatar tab and check the box next to Enabled.

Figure 11. Enable Avatar

14. In the Avatar URI Pattern box, enter the following URI:

NOTE: On the Desktop, there is a text document named Pattern.txt that you can copy the pattern from.

http://ad1.dcloud.cisco.com/dCloud/directory/{mail: .*?(?=@.*)}.jpg

This completes the configuration for the Directory Connector. There are other settings, such as schedules and attribute mappings,
but you don’t need to configure those for this demonstration. Now apply the configuration and synchronize the users.

15. Click Apply at the bottom of the screen.

16. On the pop-up, click Apply Config Changes.

Now you complete a Sync Dry Run to verify the correct users synchronize.

17. Click the Dashboard tab at the top.

18. Click the Sync Dry Run button [ ] and click OK.

You should see the seven users [ ] that will be added to your organization. There is also one Object that
Matched, which is Charles Holland’s account. If it doesn’t show this, then confirm your settings again.

19. Click Done.

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Cisco dCloud

Now enable the synchronization.

20. Click the Actions menu and choose Synchronization Mode > Enable Synchronization.

Figure 12. Enable Synchronization

21. Click No on the pop-up since you already performed a dry run.

22. Click Enable Now on the pop-up to enable synchronization.

Now complete a full sync.

23. Click the Actions menu and choose Sync Now > Full.

Figure 13. Full Sync

24. Click Yes on the pop-up.

NOTE: In the Current Synchronization section, you can see the progress of user creation and avatar uploads. After the sync

completes, in the Last Synchronization section, you should see a status showing: . If you received any
Sync errors/warnings, try completing another full sync. You can also view the errors/warnings in the Event view by clicking
the Launch Event Viewer button in the directory connector. Then navigate to Applications and Services Logs > Cisco
Directory Connector to view all the events.

25. Close the Directory Connector.

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