Nortel 1000 Con?guration guide User manual

Nortel Communication Server 1000
Communication Server 1000 to
MCS 5100 Converged Desktop
Type 2 Configuration Guide
NN43001-321
.

Document status: Standard
Document version: 01.05
Document date: 15 February 2008
Copyright © 2005-2008, Nortel Networks
All Rights Reserved.
Sourced in Canada
LEGAL NOTICE
While the information in this document is believed to be accurate and reliable, except as otherwise expressly agreed
to in writing NORTEL PROVIDES THIS DOCUMENT "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY
KIND, EITHER EXPRESS OR IMPLIED. The information and/or products described in this document are subject to
change without notice.
Nortel, the Nortel Logo, the Globemark, SL-1, Meridian 1, and Succession are trademarks of Nortel Networks.
All other trademarks are the property of their respective owners.

3
Revision history
February 2008
Standard 01.05. This document is up-issued to update the instructions for
Configuring Meet Me Audio Conferencing in the NRS for CDS.
January 2008
Standard 01.04. This document is up-issued to add instructions for
Configuring Meet Me Audio Conferencing in the NRS for CDS.
December 2007
Standard 01.03. This document is up-issued to update the Converged
Desktop Feature installation.
June 2007
Standard 01.02. This document is up-issued to remove the Nortel Networks
Confidential statement.
May 2007
Standard 01.01. This document is up-issued to support Communication
Server (CS) 1000 Release 5.0. This document contains information
previously contained in the following legacy document, now retired: CS
1000 to MCS 5100 Converted Desktop Type 2 Configuration Guide
(553-3001-521). No new content has been added for Communication
Server 1000 Release 5.0. All references to Communication Server 1000
Release 5.5 are applicable to Communication Server Release 5.0.
In addition, changes for the following CRs are included:
CR Q01473312, in the section "Feature implementation" (page 30), a note
is added regarding call forwarding on a converged telephone.
CR Q01377222, a note is added regarding the default configuration on-hook
Handsfree.
CR Q01492694, a sentence is added regarding a virtual trunk call queued
on a CDN, explaining why a DSP resource is used.
Nortel Communication Server 1000
Communication Server 1000 to MCS 5100 Converged Desktop Type 2 Configuration Guide
NN43001-321 01.05 Standard
Release 5.0 15 February 2008
Copyright © 2005-2008, Nortel Networks
.

4Revision history
CR Q01478214, two options are added to "Configuring MCS 5100 in the
NRS for CDS" (page 90). MCS 5100 is configured as a Gateway Endpoint
in the first option and as a Collaborative Server in the second.
October 2006
Standard 3.00. This document is up-issued for CR Q01412328-01, to add
prompt and response to LD-17 Configuration of Value Added Server (VSID)
table, to set the VSID security for the SIP CD AML link to No. This prompts
the Signaling Server to send a Cancel message to convergeddesktop so that
the PC Client does not continue to ring after call is answered by Call Pilot.
April 2006
Standard 2.00. This document is up-issued for CR Q01291954, updating
the available MCS 5100 documentation.
September 2005
Standard 1.00. This document is a new document issued to support
Communication Server 1000 Release 4.5, and Multimedia Communication
Server 5100 Release 3.5.
Nortel Communication Server 1000
Communication Server 1000 to MCS 5100 Converged Desktop Type 2 Configuration Guide
NN43001-321 01.05 Standard
Release 5.0 15 February 2008
Copyright © 2005-2008, Nortel Networks
.

5
Contents
How to get help 7
Finding the latest updates on the Nortel Web site 7
Getting help from the Nortel Web site 7
Getting help over the telephone from a Nortel Solutions Center 7
Getting help from a specialist by using an Express Routing Code 8
Getting help through a Nortel distributor or reseller 8
Introduction 9
Subject 9
Applicable systems 9
Intended audience 10
Conventions 10
Related information 10
Converged Desktop Services 13
Contents 13
Introduction 13
How Converged Desktop Services works 14
Operating parameters and feature interactions 26
Call walk-throughs 27
Feature requirements 29
Feature implementation 30
Dialing and numbering plan issues for the mixed network 30
Examples of dialing and numbering plan configuration for mixed
networks 37
Contents 37
Introduction 37
Mixed network example: UDP 37
Mixed network example: CDP 42
CDS configuration: overview 47
Contents 47
Introduction 47
Configuration notes 47
Description of the network configured in this document 48
Nortel Communication Server 1000
Communication Server 1000 to MCS 5100 Converged Desktop Type 2 Configuration Guide
NN43001-321 01.05 Standard
Release 5.0 15 February 2008
Copyright © 2005-2008, Nortel Networks
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6Contents
Configuring CS 1000 49
Contents 49
Before you begin 49
CS 1000 SIP configuration and UDP location dialing 49
Configuring the Converged Desktop User 66
Configuring MCS 5100 67
Contents 67
Before you begin 67
Implementation summary 68
Implementation details 68
Configuring a Converged Desktop user 81
CS 1000 NRS operation 87
Contents 87
Introduction 87
Operation 88
Operational logic 96
Maintenance 99
Contents 99
Introduction 99
CS 1000 CLI commands 99
MCS 5100 tools 101
Appendix A Parameter configuration for a SIP URI 103
Contents 103
Introduction 103
Example 103
Phone-context strings 104
Appendix B PC Client windows 107
Procedures
Procedure 1 Configuring SIP CDS on the Signaling Server 57
Procedure 2 Adding the IP Address of the IP Telephony node as an
Authenticated Server 68
Procedure 3 Configuring the SIP Gateway, trunk, and trunk group 69
Procedure 4 Configuring number qualifiers 74
Procedure 5 Configuring a route list 75
Procedure 6 Configuring routes for each dialing plan entry 78
Procedure 7 Configuring a Service Package 82
Procedure 8 Configuring a Converged Desktop User in MCS 5100 83
Procedure 9 Configure Meet Me Audio Conferencing 94
Procedure 10 Using the MCS 5100 Translation Verification tool 101
Nortel Communication Server 1000
Communication Server 1000 to MCS 5100 Converged Desktop Type 2 Configuration Guide
NN43001-321 01.05 Standard
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Copyright © 2005-2008, Nortel Networks
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7
How to get help
This chapter explains how to get help for Nortel products and services.
Finding the latest updates on the Nortel Web site
The content of this documentation is current at the time the product
is released. To check for updates to the latest documentation for
Communication Server (CS) 1000, go to www.nortel.com and navigate to
the Technical Documentation page for CS 1000.
Getting help from the Nortel Web site
The best way to get technical support for Nortel products is from the Nortel
Technical Support web site:
www.nortel.com/support
This site provides quick access to software, documentation, bulletins, and
tools to address issues with Nortel products. From this site, you can:
•download software, documentation, and product bulletins
•search the Technical Support Web site and the Nortel Knowledge Base
for answers to technical issues
•sign up for automatic notification of new software and documentation
for Nortel equipment
•open and manage technical support cases
Getting help over the telephone from a Nortel Solutions Center
If you do not find the information you require on the Nortel Technical Support
web site, and you have a Nortel support contract, you can also get help over
the telephone from a Nortel Solutions Center.
In North America, call 1-800-4NORTEL (1-800-466-7835). Outside North
America, go to the following web site to obtain the telephone number for
your region:
www.nortel.com/callus
Nortel Communication Server 1000
Communication Server 1000 to MCS 5100 Converged Desktop Type 2 Configuration Guide
NN43001-321 01.05 Standard
Release 5.0 15 February 2008
Copyright © 2005-2008, Nortel Networks
.

8How to get help
Getting help from a specialist by using an Express Routing Code
To access some Nortel Technical Solutions Centers, you can use an Express
Routing Code (ERC) to quickly route your call to a specialist in your Nortel
product or service. To locate the ERC for your product or service, go to:
www.nortel.com/erc
Getting help through a Nortel distributor or reseller
If you purchased a service contract for your Nortel product from a distributor
or authorized reseller, contact the technical support staff for that distributor
or reseller.
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NN43001-321 01.05 Standard
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Copyright © 2005-2008, Nortel Networks
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9
Introduction
This document is a global document. Contact your system supplier or your
Nortel representative to verify that the hardware and software described
are supported in your area.
Subject This document describes Session Internet Protocol Converged Desktop
System (SIP CDS) and its configuration on Communication Server 1000
(CS 1000) and Multimedia Communication Server 5100 (MCS 5100)
systems. It also provides examples of the configuration of a dialing plan and
numbering plan for a mixed CS 1000/MCS 5100 network.
This document is describes the design and configuration of a Converged
Desktop environment between CS 1000 and MCS 5100 systems. The
examples provided in this document represent only one example of design
and configuration. "Description of the network configured in this document"
(page 48) provides the outline of the network used as an example only.
Note on legacy products and releases
This technical document contains information about systems, components,
and features that are compatible with Nortel CS 1000 Release 3.5 and
MCS 5100 Release 4.0 software. For more information on legacy products
and releases, click the Technical Documentation link under Support &
Training on the Nortel home page:
www.nortel.com
Applicable systems
This document applies to the following systems:
•Communication Server 1000E (CS 1000E) CP PII, CP PIV and CP PM.
•Communication Server 1000M Single Group (CS 1000M SG) CP PII,
CP PIV
•Communication Server 1000M Multi Group (CS 1000M MG) CP PII,
CP PIV
•Meridian 1 PBX 11C Chassis
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10 Introduction
•Meridian 1 PBX 11C Cabinet
•Meridian 1 PBX 61C CP PII, CP PIV
•Meridian 1 PBX 81C CP PII, CP PIV
Note: When upgrading software, memory upgrades may be required on
the Signaling Server, the Call Server, or both.
Intended audience
This document is intended for individuals responsible for administering CS
1000 and Meridian 1 systems.
ConventionsTerminology
In this document, the following systems are referred to generically as
"system":
•Communication Server 1000E (CS 1000E)
•Communication Server 1000M (CS 1000M)
•Meridian 1
The following systems are referred to generically as "Small System":
•Meridian 1 PBX 11C Chassis
•Meridian 1 PBX 11C Cabinet
The following systems are referred to generically as "Large System":
•Communication Server 1000M Single Group (CS 1000M SG)
•Communication Server 1000M Multi Group (CS 1000M MG)
•Meridian 1 PBX 61C CP PII, CP PIV
•Meridian 1 PBX 81C CP PII, CP PIV
Related information
This section lists information sources that relate to this document.
Technical Documents
The following technical documents referenced in this document:
•IP Peer Networking Installation and Commissioning (NN43001-313)
Refer to the following MCS 5100 documentation for additional information
about CDS:
•Provisioning Client User Guide (NN42020-105)
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Copyright © 2005-2008, Nortel Networks
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Related information 11
•Feature Description Guide (NN42020-125)
•Interworking Fundamentals (NN42020-127)
Online
To access Nortel documentation online, click the Technical Documentation
link under Support & Training on the Nortel home page:
www.nortel.com
CD-ROM
To obtain Nortel documentation on CD-ROM, contact your Nortel customer
representative.
Nortel Communication Server 1000
Communication Server 1000 to MCS 5100 Converged Desktop Type 2 Configuration Guide
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Release 5.0 15 February 2008
Copyright © 2005-2008, Nortel Networks
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12 Introduction
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13
Converged Desktop Services
Contents This section contains information about the following topics:
"Introduction" (page 13)
"Scope of this document" (page 14)
"How Converged Desktop Services works" (page 14)
"Users in a mixed CS 1000/MCS 5100 network" (page 18)
"Converged Mode and Unconverged Mode" (page 19)
"CDS originating and terminating call handling" (page 19)
"AML ELAN numbers and VAS numbers" (page 25)
"Click-to-Call" (page 25)
"Operating parameters and feature interactions" (page 26)
"Call walk-throughs" (page 27)
"Feature requirements" (page 29)
"Feature implementation" (page 30)
"Dialing and numbering plan issues for the mixed network" (page 30)
"Digit-based addresses and alphanumeric addresses" (page 30)
"Dialing plan issues" (page 31)
"DNs as MCS aliases versus DNs as MCS usernames" (page 32)
"Directory Number qualification" (page 32)
"Converged Desktop implications" (page 34)
IntroductionThis section provides an overview of Converged Desktop Services (CDS)
to give the user a perspective on what CDS is, how it works, and what
it requires. This section also provides an overview of dialing plan and
numbering plan issues for mixed CS 1000/MCS 5100 networks.
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NN43001-321 01.05 Standard
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Copyright © 2005-2008, Nortel Networks
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14 Converged Desktop Services
Scope of this document
This document is intended to assist technical administrators in designing
and configuring a Converged Desktop environment between CS 1000 and
MCS 5100 systems. The examples provided in this document represent
only one example of design and configuration. "Description of the network
configured in this document" (page 48) provides the outline of the network
used as an example only.
How Converged Desktop Services works
Session Initiation Protocol Converged Desktop Service (SIP CDS) is a CS
1000 and MCS 5100 feature. SIP CDS allows users to have simultaneous
access to multimedia features on MCS 5100, and to business grade
telephony features on CS 1000 systems. The Converged Desktop feature
gives users access to business grade telephony features not supported
by the SIP standard, while also allowing users to take advantage of the
multimedia functionality of MCS 5100. The user’s existing telephone is
used for telephony functionality while the PC Client delivers the multimedia
features.
A Converged Desktop consists of a telephone and multimedia PC Client
(PCC) software (see Figure 1 "Converged Desktop" (page 14)). The
supported telephones include analog (500 or 2500-type) telephones, digital
telephones, and IP Phones. A SIP Phone cannot be configured as a
Converged Desktop. A SIP telephone can be configured on the MCS 5100
as a stand-alone device or be tied to a PC Client. In both instances, the SIP
telephone receives only features associated with the MCS 5100.
Figure 1
Converged Desktop
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How Converged Desktop Services works 15
In Converged Mode, both the CS 1000 telephone and the MCS 5100 PC
Client are integrated to provide both feature sets. In Converged Mode, the
CS 1000 telephone effectively becomes the audio device for the MCS 5100
PC Client, so that any audio requirement from the MCS 5100 user (for
example, Click-to-Call) is directed to the CS 1000 telephone.
A user may selectively deactivate Converged Mode, so both the MCS 5100
client and the CS 1000 telephone become stand-alone devices. This allows
remote users to utilize the MCS 5100 client for both multimedia and voice
functionality (for example, using a USB headset with the MCS 5100 PC
Client). The voice functionality on a MCS 5100 client in Unconverged Mode
is limited to the voice features supported on the MCS 5100. The CS 1000
telephone maintains its full feature set as programmed.
The Converged Desktop feature utilizes the CDS software on the Signaling
Server and the SIP Trunking Application to integrate the two systems.
These functions became available in CS 1000 Release 4.0.
CDS is enabled between CS 1000 and MCS 5100 using several
components, including:
•SIP Trunking Application — SIP Gateway and Virtual Trunk Route
•CDS on the Signaling Server
•Application Module Link (AML) and Value Added Server (VAS) assigned
to the CDS application over the common ELAN subnet
•Control Directory Number (CDN) (Converged Services Directory
Number [CSDN]) to trigger messaging over the AML/VAS link associated
with CDS
•Automatic Call Distribution (ACD) queue with agents — used for the
Personal Call Assistant (PCA) application associated with CDS
•telephone Class of Service — used to enable Converged Desktop
messaging
•telephone option for CSDN — redirects inbound calls directed to the
telephone to CSDN to enable Converged Desktop signaling
•optional Recorded Announcement (RAN) route — used to play progress
or delay indication to caller while waiting for PCA agent
•Converged Desktop as a part of the Service Package for the MCS
Client user
•dialing plan for CS 1000 and MCS 5100
In general, when a CS 1000 user is designated as a Converged Desktop
user, they receive a CS 1000 telephone and an MCS 5100 PC Client. The
telephone is programmed with a Class of Service to allow CDS messaging
(the options described in "CDS configuration: overview" (page 47)).
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16 Converged Desktop Services
When a call terminates to the CS 1000 telephone, the CDMV or CDMO
Class of Service redirects the call to the CSDN defined on the telephone,
before ringing the CS 1000 telephone. The CSDN is a CDN used for CDS.
This CDN number is also configured on the Signaling Server so that it can
be acquired by the CDS application when the Signaling Server starts.
When the call terminates to the CDN a message is sent over AML/VAS to
the CDS as notification of the incoming call. If the call is a virtual trunk
call, and queued on a CDN, a Digital Signal Processor (DSP) resource is
used to play the ringback to the caller because CDN is a TDM resource. (A
DSP resource is required to handle media between a TDM resource and
an IP resource.) The CDS cannot determine where the call terminates,
either on the CS 1000 telephone or in the SIP network; the termination
location is based on the user’s Advanced Screening options in the MCS
5100 Client. Therefore, the CDS instructs the Call Server to make a Virtual
Trunk call to a predetermined number, as defined on the Signaling Server
(the Service DN used for making a VTRK call from an Agent) and the CS
1000 dialing plan. This call reserves a Virtual Trunk in case it is required to
terminate the call to a SIP device (if so configured in the user’s Advanced
Screening options). After the Virtual Trunk call is established, CDS sends a
SIP INVITE message to the MCS 5100 using the SIP Gateway Application.
The MCS 5100 receives the INVITE message and processes it on the
user’s PC Client. The user’s Advanced Screening options are checked for
any rules that determine the destination. If no rules exist and the user is
in Converged Mode, the MCS 5100 notifies the CDS application to notify
the converged telephone. The CDS bridges the call and the Virtual Trunk is
dropped. An MCS 5100 call notification screen-pop appears, and the CS
1000 telephone rings. The call is answered on the CS 1000 telephone and
call logs are generated on the MCS 5100 PC Client. If the caller is another
SIP device or Converged Desktop user, all MCS 5100 features become
available for the call.
For outbound calls, the user may use their MCS client in a Click-to-Call
scenario or use the keypad of their CS 1000 telephone. When using the
MCS 5100 Client, the user has access to all directories available and can
process a call. When the user selects a directory entry or dials a telephone
number, the MCS 5100 sends an INVITE message to the CS 1000, and
CDS processes the call to the CS 1000 telephone. The telephone must be
answered before CDS can process the second leg of the call. When the call
is answered at the CS 1000 telephone, the destination called and the two
calls are bridged together. The PCA application is used for making these
calls. The MCS 5100 Client activates call logs. If the destination is another
SIP device, the MCS 5100 Client allows multimedia features.
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How Converged Desktop Services works 17
In Converged Mode, incoming and outgoing calls to and from a converged
telephone notify the MCS 5100. Upon notification, the MCS 5100 then
provides different SIP services and features to the user. The features
include the following, depending on where the call is destined, or from
where it originated.
All calls to or from a Converged Desktop user receive:
•Call log — Allows a user to see who has called and when the call
occurred.
•Real-time call state update — Provides the presence (status) of a user.
For example, "active on the phone" or "active available".
•Presence update — Displays the status of other users if the user is
added in the Friends list. The Friends list is a list of friends/users that
were added (by the user) from the Personal Directory Book, Global
Directory Book, or from the call logs. This feature is provided by the
MCS 5100 to all PC Clients (including the Converged PCC). Activity on
the telephone can update the presence on the PC Client. For example,
establishing a voice call to the telephone can update your presence for
all registered MCS 5100 users to a presence update such as "Active on
the phone". Other presence updates include "Available", "Unavailable",
or "Offline".
•Popup window on the converged PC Client — Opens a window when
receiving a call. The user sees the caller’s name and picture ID (if a
picture is available). A popup window also opens when the user calls
another Converged Desktop user or calls a stand-alone SIP user.
•Click-to-Call — Allows a user to click a contact from their PC Client and
make a call. The call is initiated from the PC Client but the call is placed
from the telephone. For more information, see "Click-to-Call" (page 25).
The following features are available if the call if originated on, or destined
for, a SIP client:
•Application sharing — Allows users to share applications such as
whiteboard functionality, clipboard transfers, instant messaging, and
file transfers.
•Video — Allows users to have a video conversation. The voice portion
of the conversation is provided by the telephone and the video portion
is provided by the PC Client. It is possible to add video to an already
initiated telephone conversation. If in Converged Mode, the video
can be started manually from the PC Client. The Converged Desktop
application knows from where to pick up the video because the
requested video session is bound with the voice conversation. If the
voice conversation is dropped, then the video session is automatically
closed.
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18 Converged Desktop Services
•Web co-browsing — Allows users to share a web browser. If both users
have the web co-browsing feature, then one user can automatically
control (or drive) the other user’s web browser.
All of these features are achieved by sending originating and terminating
call notifications to the MCS 5100.
Users in a mixed CS 1000/MCS 5100 network
CS 1000 and MCS 5100 systems can interoperate directly using SIP. Both
systems can be deployed in a single mixed customer network. Table 1
"Types of users in a mixed CS 1000 and MCS 5100 customer network"
(page 18) shows the three types of users in this mixed CS 1000 and MCS
5100 customer network.
Table 1
Types of users in a mixed CS 1000 and MCS 5100 customer network
User Description
CS 1000 user A CS 1000 user has an account created on the CS 1000 system. The only
client available to the CS 1000 user is a client under CS 1000 control.
This user does not have an account on the MCS 5100 system and the user
cannot use clients under MCS 5100 control.
MCS 5100 user An MCS 5100 user has an account created on the MCS 5100 system. The
only client available to the MCS 5100 user is a client under MCS 5100
control.
This user does not have an account on the CS 1000 system. The user
cannot use clients under CS 1000 control.
Converged Desktop
(CD) user A Converged Desktop user has two accounts:
•a CS 1000 account
•an MCS 5100 account
The Converged Desktop user also has two available clients:
•a client under CS 1000 control (for example, an IP Phone 2004)
•a client under MCS 5100 control (the Multimedia PC Client)
A Converged PC Client always uses the CS 1000 client as an endpoint
for audio streams (in this configuration, the Multimedia PC Client cannot
terminate/originate audio streams). A call itself can be initiated on the CS
1000 client or on the Multimedia PC Client. The Multimedia PC Client uses
the "Click-to-Call" mechanism to engage the CS 1000 client in the call.
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How Converged Desktop Services works 19
Note: When a Converged Desktop user is not in a converged state, the
user effectively becomes an MCS 5100 user and the CS 1000 device
becomes a stand-alone voice device.
Converged Mode and Unconverged Mode
An MCS 5100 client can be in one of the two following modes:
•Converged Mode — The MCS 5100 client uses the CS 1000 voice path.
It also uses the AML link for CDS signaling.
•Unconverged Mode — The MCS 5100 client uses the MCS 5100 voice
path. It does not use the AML link for CDS signaling.
The mode is defined when each Client is configured.
Note: This document assumes that the MCS 5100 client is in Converged
Mode. Exceptions for Unconverged Mode are noted.
CDS originating and terminating call handling
The implementation of the Converged Desktop Service includes two parts:
•outgoing call (or a telephone-originated call) notification to the MCS 5100
•incoming call (or a call terminated on a converged telephone) notification
to the MCS 5100
Users in Converged Mode can be defined with two Classes of Services for
Converged Desktop:
•CDMO = Converged Desktop Multimedia Only — The user has an MCS
5100 PC Client and a CS 1000 desktop telephone. The user has access
to all MCS 5100 multimedia features (such as video), except Personal
(PA) routing.
•CDMV = Converged Desktop Multimedia and Voice — The user has an
MCS 5100 PC Client and a CS 1000 desktop telephone. The user has
access to all MCS 5100 multimedia features (such as video), including
PA routing.
Making a call
Users can make an outgoing Converged Desktop call in two ways:
•Dial from a CS 1000 telephone.
•"Dial" from an MCS 5100 PC Client (Click-to-Call) in one of the following
ways:
— Press the Make a call button.
— Select from a Call Log.
A call from the inbox to the PSTN is not supported.
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20 Converged Desktop Services
— Select from a Friends list or Directory book.
In both instances the following functionality is automatically provided:
•The Call Log is updated after the call.
•A pop-up window is generated if another CD user or SIP user was called.
•The users’ Presences are updated after the call is answered.
Figure 2 "Call flow: making a call from a CS 1000 desktop telephone" (page
20) shows the call flow and messaging that occurs when a call is made
from a CS 1000 desktop telephone.
Figure 2
Call flow: making a call from a CS 1000 desktop telephone
Legend:
1Converged user A dials user B.
2User B rings; Off-hook message sent.
3Calling message sent.
4PCC Call Log updated.
5User B answers call.
6Active message sent.
7Active message sent.
8Call timer started.
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NN43001-321 01.05 Standard
Release 5.0 15 February 2008
Copyright © 2005-2008, Nortel Networks
.