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1Configuration Assistant BasicsWhat is Cisco Configuration Assistant?What is Cisco Configuration Assistant?Configuration Assistant is an application that manages standalone devices anddevice groups, called customer sites, from anywhere in your intranet. Using itsgraphical interface, you can Set up Cisco Smart Business Communications System (SBCS) devices Configure port connections quickly Configure the telephony features of your customer site Manage telephony licenses on IP voice devices Set up network address translation, virtual private networks, and firewalls Configure the wireless LAN features of your customer site, includingwireless security and wireless guest access Manage and audit network security View the entire customer site on a topology map View the front panels of managed devices Monitor device status, bandwidth, and links See inventory and status reports Upgrade software on devicesTo perform any of these tasks, you select the appropriate feature from theConfiguration Assistant feature bar, as shown in the “Feature Bar” section onpage 21.System RequirementsThe PC on which you install Configuration Assistant must meet these minimumrequirements:14 Processor speed: 1 GHz DRAM: 512 MB minimum, 1024 MB recommended for better performance Hard-disk space: 150 MB for the application alone, 300 MB recommended Number of colors: 65536Cisco Configuration Assistant SBCS System Administrator Guide

Configuration Assistant BasicsDownloading and Installing Configuration AssistantREVIEW DRAFT — CISCO CONFIDENTIAL1 Resolution: 1024 x 768 Font size: Small Version 10.0.0.0 or later of the Adobe Flash Player. To get the latest versionof the Adobe Flash Player, go to www.adobe.com/go/getflash. Javascriptmust be enabled for the Microsoft Internet Explorer browser (required forDashboard, Wireless Setup Wizard, Multisite Manager, and TelephonySetup Wizard).Configuration Assistant is supported on these operating systems: Windows Vista UltimateNOTE For PCs running Windows Vista, User Account Control must bedisabled in order to install and use Configuration Assistant. If it is enabled,Configuration Assistant will ask you if you want to disable it. Windows XP, Service Pack 1 or laterYou will need write permission to your home directory and to the ConfigurationAssistant installation directory so that Configuration Assistant can create thenecessary log files and preference files.Windows Vist 64-bit Edition is not tested or officially supported.Downloading and Installing Configuration AssistantTo install Configuration Assistant on your PC, follow these steps:STEP 1 Go to this web address: http://www.cisco.com/go/configassist.You must be a registered Cisco.com user, but you need no other access privileges.STEP 2In the Support information box, click the Download Software link.STEP 3If you are not already logged in, you will be redirected to the Cisco.com Log Inpage. Enter your Cisco.com username and password to log in.STEP 4 Find the Configuration Assistant installer file (for example, Cisco-config-assistant-win-k9-2 0-en.exe).STEP 5 Download the Configuration Assistant installer, and run it. You can run the installerdirectly from the web if your browser offers this choice.Cisco Configuration Assistant SBCS System Administrator Guide15

1Configuration Assistant BasicsChecking for Configuration Assistant Software UpdatesConfiguration Assistant is free; there is no charge to download, install, or use it.When you run the installer, follow the onscreen instructions. On the final page, clickFinish to complete the Configuration Assistant installation.If you are using an older version of Cisco Configuration Assistant, use theApplication Update feature to upgrade to the latest version. See the “Checkingfor Configuration Assistant Software Updates” section on page 16.After Configuration Assistant is installed, you see its icon on your desktop, aConfiguration Assistant shortcut under the Start menu, and a ConfigurationAssistant entry under Start Programs. When you click any of these, you see apartial Configuration Assistant GUI and the Connect window.In disconnect mode, Configuration Assistant is not connected to a device orcustomer site; it cannot manage a standalone device or a site. Its menu bar andtoolbar support only the tasks that customize Configuration Assistant itself. Thefeature bar, which usually lists device features, is empty.Checking for Configuration Assistant Software UpdatesYou keep Configuration Assistant up to date by searching for and installingupdates on Cisco.com.In order to use the auto-update feature, you must have, at minimum, a guestaccount on cisco.com.Configuration Assistant prompts you to search for an update if It finds a new device type or a device with upgraded software among thedevices it manages. You set up a periodic search in the Preferences window and the timeinterval has expired.You can also search for an update on demand by choosing System ApplicationUpdates from the menu bar.If Configuration Assistant finds an update, you can read a description of itscontents and decide whether to install it.16Cisco Configuration Assistant SBCS System Administrator Guide

Configuration Assistant BasicsUser InterfaceREVIEW DRAFT — CISCO CONFIDENTIAL1User InterfaceThe user interface of Cisco Configuration Assistant makes it easy to managenetworking features and to request services from Configuration Assistant itself.These are the main parts of the user interface: Menu bar. The row of menus across the top of the Configuration Assistantwindow. It offers application services, a list of open windows, and onlinehelp. To learn more about the menu bar, see Menu Bar, page 18. Toolbar. The row of icons directly below the menu bar. They represent themost often used application services and most often configured networkingfeatures. To learn what each icon represents, see Toolbar, page 19. Configuration Assistant workspace. The main area of the ConfigurationAssistant window—everything between the toolbar and the status bar. Ithas two parts, the feature bar and the Configuration Assistant desktop. Feature bar. The scalable panel on the left side of the ConfigurationAssistant workspace in which you select features to configure and tasks toperform. If you do not know the name of a feature, you can search for it. Tolearn more about the feature bar, see Feature Bar, page 21. Configuration Assistant desktop. The right side of the ConfigurationAssistant workspace, in which the Dashboard, configuration windows, andwizards appear. You view reports here and enter information that configuresnetworking features. To learn more about the Configuration Assistantdesktop, see Configuration Assistant Desktop, page 22. Status bar. The bar at the bottom of the Configuration Assistant window.When Configuration Assistant starts up, the status bar appears andprogresses to the right as the devices in the network are learned. Thestatus bar also indicates when voice data is loading. When this processends, Configuration Assistant is ready to use.It repeats this learning process for every network polling interval. If you loseconnectivity to the customer site or standalone device the status bar showsNo connectivity. Topology view. A map of your network and much more, depending on theoptions that you select in the view. To learn more, see Topology View,page 26. Front Panel view. A hierarchical list of the devices in your network, a wiringcloset graphic of the devices, and the status of each device and its ports. Tolearn more, see Front Panel View, page 34.Cisco Configuration Assistant SBCS System Administrator Guide17

1Configuration Assistant BasicsUser InterfaceMenu BarThe menu bar has features to help you use Configuration Assistant. The featuresare grouped into these menus:MenuFeatureWhat You Can DoSystemConnectConnect to a customer site or standalonedevice.RefreshRefresh the Front Panel view and theTopology view by polling the site members.Manage SitesCreate and maintain customer sites.ApplicationUpdatesCheck for application updates.System MessageNotificationReceive e-mail notifications of systemmessages.Page Setup, PrintPreview, PrintUse standard printing options to print views,windows, and graphs.PreferencesSet your user preferences.Feature BarSet the feature bar viewing mode.Choose a windowfrom the list of openwindowsNavigate to a window in a list of openwindows.Window18Cisco Configuration Assistant SBCS System Administrator Guide

Configuration Assistant BasicsUser InterfaceREVIEW DRAFT — CISCO CONFIDENTIAL1MenuFeatureWhat You Can DoHelpContentsSee the help topic that introducesConfiguration Assistant.What's New?See a list of the new features andenhancements that have been added toConfiguration Assistant from release torelease.Help For ActiveWindowSee the help topic for the window or viewthat is active. You can also access help forthe current window by pressing F1.FeedbackSend your feedback on ConfigurationAssistant to Cisco.Startup InformationSee a summary of new and changedfeatures for the current release.Support InformationSee how to contact the Cisco TechnicalAssistance Center (TAC) and how toproduce a troubleshooting log that containsinformation needed by TAC.AboutSee end user license information and theidentifier for the Configuration Assistantrelease that you are using.ToolbarThe toolbar contains icons for the tasks that you perform most often. This tabledescribes the actions that Configuration Assistant takes when you click icons.IconActionConnectOpens the Connect window, where you identify acustomer site or a standalone device for ConfigurationAssistant to manage.Cisco Configuration Assistant SBCS System Administrator Guide19

120Configuration Assistant BasicsUser InterfaceIconActionRefreshRefreshes the Front Panel view and the Topology view bypolling the customer site members. ConfigurationAssistant updates the status of the devices and ports, anddisplays any new members.PrintSends a print file for a graph, a report, or online helpselections to a printer.PreferencesOpens the Preferences window, where you can set userpreferences.SaveConfigurationMakes permanent the changes that you make to thedevice configuration; that is, your changes remain in effectafter the device is powered off and powered on again.VoiceOpens the Voice window, where you configure options forvoice communication.VPN ServerOpens the VPN Server window, where you configure aVPN server to send security policies to a device.Firewall and DMZOpens the Firewall and DMZ window, where youconfigure a firewall or create a DMZ.WirelessNetworksOpens the Wireless Networks window, where youconfigure security features on a WLAN controller and itsassociated access points.SmartportsOpens the Smartports window, where you configureports and devices by applying roles.Switch PortSettingsOpens the Switch Port Settings window, where you canview the status of ports on a selected device and modifyport settings.InventoryOpens the Inventory window, which displays the inventoryfor the community—device types, serial numbers, IPaddresses, and software versions—or the inventory for asingle device.HealthOpens the Health window, where you can monitor anumber of device health measurements to avoiddowntime and to ensure that your network is runningefficiently.Cisco Configuration Assistant SBCS System Administrator Guide

Configuration Assistant BasicsUser InterfaceREVIEW DRAFT — CISCO CONFIDENTIAL1IconActionEvent NotificationOpens the Event Notification window, which describesnetwork conditions that you should be aware of and thatmight require your action.DashboardOpens the Dashboard window, which provides agraphical view of system health and status, includingstorage utilization on the UC500 flash, PoE utilization,temperature, events, voice mail, memory, and CPUutilization.TopologyOpens the Topology view, which shows a network map ofthe community members, and much more, depending onthe topology options that you choose.Front PanelOpens the Front Panel view, which shows a hierarchicallist of the devices in the community, a wiring-closetgraphic of the devices, and the status of each device andits ports.LegendOpens the online help to an explanation of the graphicconventions used in Configuration Assistant.Help for ActiveWindowOpens the online help to an explanation of the activewindow. If no window is active, the Introduction topic isshown.FeedbackOpens a Web page where you can leave feedback onyour experience with Configuration Assistant.You can also enter terms in field at the right of the toolbar and click Search tosearch the online help topics for the terms.Feature BarThe feature bar is on the left side of the Configuration Assistant desktop. Thefeature names on it are grouped into menus that identify everyday tasks: Home, for opening Dashboard, Topology, and Front Panel views, accessingthe Multisite Manager, and running device, telephony, and wireless setupwizards Configure, for configuring devices, ports, telephony, and voice featuresCisco Configuration Assistant SBCS System Administrator Guide21

1Configuration Assistant BasicsUser Interface Applications, for enabling and configuring setup options for SmartApplications Monitor, for monitoring your network, viewing system and telephony statusreports, and entering Cisco IOS and CUE debug commands. Troubleshoot, for troubleshooting network and voice problems andcreating logs that can be used by the Cisco Small Business Support Centerto assist in troubleshooting and resolving system and network issues. Maintenance, for maintaining your network, upgrading software, managinglicensing, and managing files on the UC 500 Partners Connection, for accessing the Cisco Small Business SupportCommunity, UC500 product page, RSS feeds, UC500 software downloads,and Partner Central site on Cisco.com.When you select a feature on one of these menus, the window for the feature (orits first step) appears.Standard Mode and Autohide ModeThe feature bar display can be set to standard mode or autohide mode: When the feature bar is in standard mode, you can narrow it to increase thespace for windows on the Configuration Assistant desktop. To do this, putthe cursor on the right edge of the feature bar and drag the cursor to theleft. When the feature bar is in autohide mode, it appears only when you movethe cursor to the left edge of the Configuration Assistant workspace. Itdisappears again when you move the cursor anywhere in the ConfigurationAssistant workspace outside the feature bar boundary.To set the display mode for the feature bar, choose System Feature Bar from themenubar and choose either Standard Mode or Autohide Mode.Configuration Assistant DesktopThe Configuration Assistant desktop is the focal point of the user interface. It iswhere you do these tasks: 22Display the Dashboard, a graphical view of system health and status,including CPU utilization, PoE utilization, storage utilization on the UC500flash, temperature, event alerts, VPN status, and voice mail.Cisco Configuration Assistant SBCS System Administrator Guide

Configuration Assistant BasicsUser InterfaceREVIEW DRAFT — CISCO CONFIDENTIAL1 Display the Topology View, a network map of the customer site thatConfiguration Assistant is managing. The view shows node information, linkinformation, and neighboring devices. Display the Front Panel View, a picture of the front panels of the devices inthe community. You can click the depicted devices and ports, and chooseconfiguration options from a popup menu. Display setup wizards. Some setup wizards, such as the Telephony SetupWizard, and the SR520-T1 Connectivity Wizard, are launched automaticallywhen you connect to a device that is in factory default state.NOTE Launching a view by default when Configuration Assistant connects to adevice is preference that you can set. You can launch either view, both views,or neither. See Setting Preferences, page 43. Enter information to configure networking features. You perform this task byusing feature windows or guide-mode steps. Display reports and graphs. Look for the words Reports and Graphs in themenus on the feature bar. They accompany many of the networking andvoice features offered there.DashboardNOTE The Dashboard View requires Version 10.0.0.0 or later of the Adobe Flash Player tobe installed on the PC running Configuration Assistant. To get the latest version ofthe Adobe Flash Player, go to www.adobe.com/go/getflash. Javascript must beenabled for the Microsoft Internet Explorer browser.OverviewThe Dashboard displays in the main window area when you initially connect to adevice or customer site with Cisco Configuration Assistant. It provides an intuitive,at-a-glance, graphical display of system health and status for the Cisco UnifiedCommunications 500 Series and other managed devices.Cisco Configuration Assistant SBCS System Administrator Guide23

1Configuration Assistant BasicsUser InterfaceTIPIf you have closed the Dashboard window, you can always re-open it by navigatingto Home Dashboard.You can specify whether the Dashboard is automatically displayed whenconnected to the network. To access this setting, navigate to System Preferences, click the General tab, and check or uncheck the Show DashboardWhen Connected to Network option.Using the DashboardThe Dashboard user interface consists of a series of windows and a palette fromwhich you can drag and drop windows onto the main viewing area: Click Show Palette to display the palette. By default it is hidden. Use the left and right arrow buttons on the palette to cycle through availablewindows. Position the mouse over items in the graphic display to view tooltips withnumeric or percentage values.Each Dashboard item window provides controls for: Minimizing and maximizing the window in the view Selecting a different device to view, if applicable Slideshow browsing mode, with pause and play controlsIn slideshow mode, the display updates to display snapshot statusinformation for each device at the specified browsing interval. If there is onlyone device, selecting slideshow mode has no effect on the display. Closing the window and moving it back to the palette Configuring window settingsFor example, the Temperature dashboard window can be configured todisplay temperature in either degrees Celsius or Fahrenheit. Data refreshand slideshow browsing intervals can be configured for all windows.To access configuration settin

CCDE, CCENT, CCSI, Cisco Eos, Cisco HealthPresence, Cisco Ironport, the Cisco logo, Cisco Lumin, Cisco Nexus, Cisco Nurse Connect, Cisco Stackpower, . Cisco Configuration Assistant SBCS System Administrator Guide 13 REVIEW DRAFT — CISCO CONFIDENTIAL Configuration Assistant Basics