Cisco Cisco TelePresence Management Suite (TMS) Version 15 Maintenance Manual

Creating a phone book

To create a phone book in Cisco TMS, you need one or more phone book sources. You can use an existing
source as is, configure an existing source, or set up a new one. The procedure below includes the creation of
a new phone book source:

1. Go to

Phone Books > Manage Phone Book Sources

2. Click New.

3. Select a phone book source type from the drop-down.

See

Manage Phone Book Sources [p.219]

for a reference to source types.

4. Enter a name for the new source.

5. Click Save.

Configuration fields will appear on the lower half of the screen, depending on the type of source you
selected.

6. Fill in the required fields.

See

Manage Phone Book Sources [p.219]

for a reference to configuration fields and options.

7. Click Save.

8. Set the Update Frequency for the new source by selecting from the drop-down list.

Repeat the above steps for as many sources as you want included in the phone book.

9. Go to

Phone Books > Manage Phone Books

10. Click New.

11. Enter a name for the new phone book.

12. Click Save.

A new section with three tabs will appear on the lower half of the screen.

13. Click Connect.

A list of all available phone book sources appears.

14. Use the checkboxes to select one or more sources for the phone book.

You can combine as many sources as you want.

15. Configure the Update Type for each of the sources you want to include. This does not apply to the Manual

List source type.

Import to TMS:

Search only:

16. Click OK.

The phone book has now been created. To make it available to Cisco TMS-controlled systems, you must:

1. Set up access control, see

Granting access to phone books [p.214]

2. Set phone books on the systems, see

Setting phone books on systems [p.215]

Creating a phone book hierarchy

For ease of distribution and browsing, you may want to create a hierarchy of phone books.

Restructuring hierarchical phone books, once they are created, is not supported. We therefore strongly
recommend to plan the phone book structure out in detail before creating it in Cisco TMS.

To create a phone book inside of another phone book:

Cisco TelePresence Management Suite Administrator Guide (14.5)

Page 212 of 340

Creating and managing phone books

Creating a phone book