Webex Customer Admin Lab Workbook - V10102022final

Cisco Webex Calling
Customer Administration
Lab Workbook
Oct 10, 2022
Table
© 2022 Cisco and/or its affiliates. All rights reserve.

Page 2 of 36
Table of Contents
Customer Scenario ................................................................................................................................................................. 3
Basic Customer Information ................................................................................................................................................ 3
Connectivity Requirements ................................................................................................................................................. 3
Users .................................................................................................................................................................................... 4
Call Flows ............................................................................................................................................................................. 5
Additional Information ........................................................................................................................................................ 6
Using this Workbook .............................................................................................................................................................. 7
Lab 1: Creating a trunk and route group ............................................................................................................................... 8
Lab 2: Adding a location, numbers, and dial plans ................................................................................................................ 9
Lab 3: Creating users............................................................................................................................................................ 13
Lab 4: Assigning devices to users and workspaces .............................................................................................................. 15
Lab 5: Configuring the voice portal, schedules, and calling permissions ............................................................................ 18
Lab 6: Creating virtual extensions, call park extensions, and call park groups ................................................................... 20
Lab 7: Configuring call pickup, paging, and Webex Go........................................................................................................ 22
Lab 8: Creating call queues and hunt groups ...................................................................................................................... 24
Lab 9: Creating an Auto Attendant ...................................................................................................................................... 26
Lab 10: Configuring Emergency Call Notification and Caller ID ........................................................................................... 28
Lab 11: Configuring Users in Control Hub............................................................................................................................ 29
Lab 12: Configuring Users in the Calling User Portal ........................................................................................................... 31
Resources ............................................................................................................................................................................. 33
Recommended Order for Customer Provisioning ............................................................................................................. 33
Video Links ......................................................................................................................................................................... 34
Lab Workbook Change Control .......................................................................................................................................... 36

Page 3 of 36
Customer Scenario
This scenario is the baseline configuration for the Webex Calling Customer Admin course. Further information
for configuration will be provided in the lab workbook.
Basic Customer Information

Customer Name: Homestead Outdoors
Locations: Houston, Texas – Factory Headquarters; Memphis, Tennessee; Dallas, Texas
Business Vertical: Sales and Manufacturing
About: Homestead Outdoors manufactures do-it-yourself steel carport and awning installation kits in their
Houston Factory. Kits are sold in their Dallas and Memphis store fronts and directly to customers via phone
and internet. They provide the following customer facing calling and messaging support services:
• Sales and Billing Support
• Shipping and Receiving Information
• Installation Support Hotline
• Parts and Returns (RMA)
Connectivity Requirements
Basic Connectivity Image

Webex Calling Customer Administration Lab Workbook 4
LOCATION NUMBER OF REQUIRED PSTN CONNECTION

DID/DDI
Houston 2 Premises-based PSTN
Dallas 2 Premises-based PSTN
Memphis 3 Cisco provided PSTN
Users
DEPARTMENT HOUSTON MEMPHIS DALLAS TOTAL
Help and Support 2 2 4
Shipping and Receiving 2 2 2 6
Sales and Billing 2 2 2 6
Parts and Returns 2 2 4
Receptionists 1 1 2
Executives 1 1 2
Totals 10 10 4 34

Call Flows
Business Hours
After Hours

Additional Information
• Dallas routes all Houston area code numbers through a trunk configured with Houston’s local gateway
• Houston uses Dallas’s PSTN connection as a fail-over
• All locations extensions are mirror images of each other
• Each location must present their own main number as their caller ID
• All users have Cisco 8800 series phones
• Each location has a common area with a device that is capable of external dialing
• No users can dial Chargeable Directory Assistance numbers without a code except for the Executives
• Each location requires:
o Call Park
o Paging
o Call pickup
o Speed dialing
o Some specific user programming

Using this Workbook

The following lab workbook is intended for use with the Webex Calling Customer Administration training
course.
Lab URL: admin.webex.com

Login Credentials: Provided by instructor
The labs in this workbook are ordered to imitate the most efficient creation of a customer in a classroom
setting. All labs follow the same layout shown below.

Lab 1: Creating a trunk and route group

In this lab, you will learn how to create a trunk and a route group.
CONTROL HUB NAVIGATION CUSTOMER REQUIREMENTS AND TASKS
Houston uses an existing premises-based PSTN

connection
Call • Create a trunk for Houston
Calling Trunk Add Trunk
Routing
o Location: Houston
o Name: Houston LGW
Houston uses Dallas’ trunk as a failover for their PSTN

connection
Call Route Add Route • Create a route group
Calling
Routing Group Group
o Location: Houston
o Name: Houston Route
o Trunk to use: Houston LGW
VIDEOS TO WATCH
Configure Trunk Configure Route Group
STOP
End of Lab 1

Lab 2: Adding a location, numbers, and dial plans

In this lab, you will learn how to create locations, assign PSTN connections, add/order numbers, assign main
numbers to locations, and configure internal dialing plans.
Houston uses an existing premises-based PSTN

connection. In Lab 1, we created a trunk for this
connection
Calling Locations
Select PSTN • Assign Houston’s PSTN Connection
Location Connection
o Location: Houston
o Connection Type: Premises-based PSTN
o Routing Choice: Houston LGW
Note – Choose add numbers later
There is a storefront in Dallas that needs calling

capabilities.
Calling Locations Add Location • Add a location
o Location name: Dallas
o Address: 12 Church Street, Dallas, Texas,
12324
o Time zone: Chicago
o Country - USA
o Language - English
Dallas has an existing premises-based PSTN connection.

• Create a trunk for Dallas
Calling Call Routing Add Trunk
o Location: Dallas
o Name: Dallas LGW
• Assign Dallas’ PSTN Connection

o Location: Dallas
Select PSTN o Connection Type: Premises-based PSTN
Calling Locations
Location Connection
o Routing Choice: Dallas LGW

There is a new storefront in Memphis

• Add a location
Calling Locations Add Location o Location name: Memphis
o Address: 47 Union Ave, Memphis, TN
38103
o Time zone: Chicago
o Country – USA
o Language - English
Memphis will use Cisco-provided PSTN

• Assign Memphis’ PSTN Connection
o Location: Memphis
Select PSTN
Calling Locations
Location Connection o Connection Type: Cisco PSTN
o Contract Information: Your name,
Student login email address, Billing
Telephone # = 240-656-9837
o Services Address: Memphis location
address (already entered)
Memphis will need to three order numbers

• Add Numbers
Calling Numbers Manage Add o Location: Memphis
o Area Code: 901
o Select 3 numbers
To make and receive calls Memphis needs a main

number. Each location must present their own main
number as their caller id.
Select Main • Assign a main number
Calling Locations
Location Number
o Location: Memphis
o Select any of the 3 Memphis numbers

Houston requires 2 numbers.

• Add Numbers
Add o Location: Houston
Calling Numbers
Numbers
o Manually add numbers – 281-xxx-xxxx
Note: X = numbers of your choice. If an error is received,
try other numbers.
Dallas requires 2 numbers.

• Add Numbers
Calling Numbers Add Numbers o Location: Dallas
o Manually add numbers – 214-xxx-xxxx
Note: X = numbers of your choice. If an error is received,
try other numbers.
To make and receive calls Houston needs a main number.

Each location must present their own main number as
their caller id.
Calling Locations
Select Main • Assign a main number
Location Number
o Location: Houston
o Select any of the 2 Houston numbers
To make and receive calls Dallas needs a main number.

Each location must present their own main number as
their caller id.
Select Main
Calling Locations
Location Number • Assign a main number
o Location: Dallas
o Select any of the 2 Dallas numbers
Houston uses Dallas’ trunk as failover for PSTN

• Modify the Houston Route Group to include
Dalla’s LGW for failover
Select Route
Calling Call Routing Manage o Route Group: Houston Route Group
Group
o Trunk: Dallas LGW

o Priority: 2

Dallas routes all numbers with Houston area codes via the
Houston trunk
Call Create • Create a call routing dial plan

Calling Dial Plans
Routing Dial Plan o Name: Dallas to Houston
o Trunk: Houston LGW
o Dial Pattern: +1281!
All location extensions are mirror images of each other

• Enable an internal dialing plan
Service Internal
Calling Edit
Settings Dialing o Routing prefix length: 2
o Steering digit: 8
o Extension length: 4
All location extensions are mirror images of each other

• Add a routing prefix for each location
Select Internal
Calling Locations Edit
Location Dialing o Houston: 81
o Dallas: 82
o Memphis: 83
VIDEOS TO WATCH
Configure Trunk Assign Location Main Number
Add a Location Configure Route Group
Number Management - Premises-based PSTN Location Internal Dialing Configuration
STOP
End of Lab 2

Lab 3: Creating users
In this lab, you will learn how to create users, assign licenses to users, assign extensions to users manually and in
bulk.
There are 34 employees that require extensions for

calling.
Users Manage Users

Manually Add or Create the users for each location manually and/or in bulk
Modify Users using the charts below. They should have a professional
license for Webex Calling and an extension number
assigned.
CSV Add or
Users Manage Users
Modify Users
HOUSTON USER EMAILS EXTENSIONS LICENSE

Replace (XX) with your initials
HoustonSales1@gmail(XX).com 1001 Professional

HoustonSales2@gmail(XX).com 1002 Professional
HoustonShip1@gmail(XX).com 1003 Professional
HoustonShip2@gmail(XX).com 1004 Professional
HoustonInst1@gmail(XX).com 1005 Professional
HoustonInst2@gmail(XX).com 1006 Professional
HoustonPart1@gmail(XX).com 1007 Professional
HoustonPart2@gmail(XX).com 1008 Professional
HoustonExec@gmail(XX).com 1009 Professional
HoustonRecp@gmail(XX).com 1000 Professional

MEMPHIS USER EMAILS EXTENSIONS LICENSE

MemphisSales1@gmail(XX).com 1001 Professional

MemphisSales2@gmail(XX).com 1002 Professional
MemphisShip1@gmail(XX).com 1003 Professional
MemphisShip2@gmail(XX).com 1004 Professional
MemphisInst1@gmail(XX).com 1005 Professional
MemphisInst2@gmail(XX).com 1006 Professional
MemphisPart1@gmail(XX).com 1007 Professional
MemphisPart2@gmail(XX).com 1008 Professional
MemphisRecp@gmail(XX).com 1000 Professional
Memphis Exec: Use a unique, accessible personal email 1009 Professional
address. NOT work email. *
*Tip: Use the child account feature with a Gmail address. If the Gmail address is yourname@gmail.com a child account
would be yourname+memphisexec@gmail.com. The “+” allows you to receive the email at your main Gmail account.
DALLAS USER EMAILS EXTENSIONS LICENSE

DallasSales1@gmail(XX).com 1001 Professional

DallasSales2@gmail(XX).com 1002 Professional
DallasShip1@gmail(XX).com 1003 Professional
DallasShip2@gmail(XX).com 1004 Professional
VIDEOS TO WATCH
Add Users Bulk Add Users via CSV
STOP
End of Lab 3

Lab 4: Assigning devices to users and workspaces

In this lab, you will learn how assign devices to users, create workspaces, assign devices to workspaces, and enable
hoteling on a device.
All users have a Cisco 8800 series phone

• Assign devices to users manually or in bulk using
Devices Add Device Existing User the charts below
Import/Upload
Devices Add Device
CSV file
HOUSTON USER EMAILS EXTENSIONS DEVICE TYPE MODEL

HoustonSales1@gmail(XX).com USER IP Cisco 8865

HoustonSales2@gmail(XX).com USER IP Cisco 8865
HoustonShip1@gmail(XX).com USER IP Cisco 8865
HoustonShip2@gmail(XX).com USER IP Cisco 8865
HoustonInst1@gmail(XX).com USER IP Cisco 8865
HoustonInst2@gmail(XX).com USER IP Cisco 8865
HoustonPart1@gmail(XX).com USER IP Cisco 8865
HoustonPart2@gmail(XX).com USER IP Cisco 8865
HoustonExec@gmail(XX).com USER IP Cisco 8865
HoustonRecp@gmail(XX).com USER IP Cisco 8865

MEMPHIS USER EMAILS EXTENSIONS DEVICE TYPE MODEL

MemphisSales1@gmail(XX).com USER IP Cisco 8865

MemphisSales2@gmail(XX).com USER IP Cisco 8865
MemphisShip1@gmail(XX).com USER IP Cisco 8865
MemphisShip2@gmail(XX).com USER IP Cisco 8865
MemphisInst1@gmail(XX).com USER IP Cisco 8865
MemphisInst2@gmail(XX).com USER IP Cisco 8865
MemphisPart1@gmail(XX).com USER IP Cisco 8865
MemphisPart2@gmail(XX).com USER IP Cisco 8865
MemphisRecp@gmail(XX).com USER IP Cisco 8865
Memphis Exec (personal email used in Lab 4) USER IP Cisco 8865
DALLAS USER EMAILS EXTENSIONS DEVICE TYPE MODEL

DallasSales1@gmail(XX).com USER IP Cisco 8865

DallasSales2@gmail(XX).com USER IP Cisco 8865
DallasShip1@gmail(XX).com USER IP Cisco 8865
DallasShip2@gmail(XX).com USER IP Cisco 8865
Each location as a shared area with a device that is

capable of external dialing
New
Devices Add Device Workspace
Workspace
• Create new workspaces and assign devices to
workspaces using the chart below

WORKSPACE NAME DEVICE TYPE SERVICES LOCATION EXTENSION
Dallas Conference Room Room Board Cisco Webex Calling Dallas 1010
Memphis Conference Room Cisco 8865 Cisco Webex Calling Memphis 1010
Houston Conference Room Room Board Cisco Webex Calling Houston 1010
Some users will occasionally need to use the Memphis

Conference Room phone with their own profiles
temporarily
Devices Select Device Hoteling
• Enable device to be used as a hoteling host
o Device: Cisco 8865 belonging to Memphis
Conference Room
o Hoteling: Enable
Limit the time a guest can use this phone
to 12 hours
VIDEOS TO WATCH
Assign Device Assign Cisco Room Device to a Workspace
Configure Hoteling in Control Hub Assign IP Phone to a Workspace
STOP
End of Lab 4

Lab 5: Configuring the voice portal, schedules, and calling permissions

In this lab, you will learn how to assign a voice portal number for each location, create a time schedule, and change
calling permissions at the location level.
All locations need voicemail

• Configure the voice portal for each location using
Select
Calling Locations
Location
Voice Portal the same configuration
o Extension: 2000
o Voice Portal Admin Passcode: 136011
o Language: English
*Repeat for all 3 locations
A default passcode is required for new voicemail users

• Set a default voicemail passcode for all users in the
Calling Service Settings Voicemail organization
o Default Passcode: 258011
Calls coming into the main numbers need to route to

specific options based on the time of day.
Choose
Calling Locations
Location
Scheduling • Create a schedule for the Memphis location
o Name: Open Hours
o Schedule:
Monday – Friday 9:00 am – 5:30 pm
Lunch Break 12:00 pm – 1 pm
After hours calls need to route to a voice mailbox that all

receptionists can access
Calling Features Voicemail Group
Create Voicemail
Group • Create a voicemail group
o Location: Memphis
o Name: Receptionist Group
o Extension: 5000
o Passcode: 258011
o Language: English

Users at all locations need an authorization code to place

calls to Chargeable Directory Assistance numbers
• At each location, change Calling Permissions to
Locations/ Chargeable
Advanced Outgoing Outgoing
Calling Select
Location
Call Settings Permissions Calls
Directory
Assistance
block Chargeable Directory Assistance dialing and
force the following authorization codes
o Description: Chargeable
o Houston: 118118
o Memphis: 338338
o Dallas: 228228
Locations/
Advanced Outgoing Outgoing Authorization
Calling Select
Call Settings Permissions Calls Codes
Location
VIDEOS TO WATCH
Voicemail Group Location Schedules
Configure Voice Portal Outgoing Calling Permissions
STOP
End of Lab 5

Lab 6: Creating virtual extensions, call park extensions, and call park groups
In this lab, you will learn how to create virtual extensions, call park extensions, and call park groups
All locations need to speed dial often-dialed numbers

• Create a virtual extension for use at all locations
Virtual Create Virtual
Calling Features o Level: Organization
Extension Extension
o Display Name: Joe’s Pizza
o Phone Number: 2546783461
o Extension: 4000
The Houston sales and shipping teams needs to place

callers on hold for team members to pick them up from
Call Park Create Call Park any device
Calling Features
Extension Extension
• Create call park extensions
o Location: Houston
o Names & Extensions:
Extension 1 – 3001
Call Park Select Create Call Extension 2 – 3002
Calling Features
Group Location Park Group
Extension 3 – 3003
• Create a call park group
o Location: Houston
o Name: Sales Shipping Group
o Users: HoustonSales1@gmail(XX).com
HoustonSales2@gmail(XX).com
HoustonShip1@gmail(XX).com
HoustonShip2@gmail(XX).com
o Recall: Alert Parking User Only
VIDEOS TO WATCH
Virtual Extensions Call Park Extensions Call Park Group

STOP
End of Lab 6

Lab 7: Configuring call pickup, paging, and Webex Go

In this lab, you will learn how to configure call pickup groups and paging groups. Also, you will learn how to
provision a user for Webex Go.
The installation teams in Memphis and Houston require

the ability to answer each other calls when other team
Select Create Call members in their respective locations are unavailable
Calling Features Call Pickup
Location Pickup
• Create Pickup Groups
o Location: Houston
Name: Installations
Users: HoustonInst1(XX)@gmail.com
HoustonInst2(XX)@gmail.com
o Location: Memphis
Name: Installations
Users: MemphisInst1(XX)@gmail.com
MemphisInst2(XX)@gmail.com
The Memphis and Houston Executives require the

ability to quickly make important announcements to all
Select Create Paging employees in their respective locations
Calling Features Paging Group
Location Group
• Create a paging group
o Location: Memphis
o Name: Exec Page
o Extension: 2001
o Caller ID: Exec Page
o Paging Targets: All employees
o Paging Originators: Memphis Exec (email
used in Lab 4),
HoustonExec@gmail(XX).com

Two Options: The Memphis Executive needs to easily make and

receive calls on their cell phone using their business
identity
Users Select User Devices
3 Horizontal Add Webex • Provision the Memphis Executive for Webex Go
Dots Go Device
o User: Memphis Exec (email used in Lab 4)
Existing Add Webex

Devices Add Device Select User
User Go Device
VIDEOS TO WATCH
Call Pickup Group Provision a User for Webex Go Paging Group
STOP
End of Lab 7

Lab 8: Creating call queues and hunt groups

In this lab, you will learn how to create call queues and hunt groups.
During business hours, the Memphis Installation Support

and Sales teams needs a way for callers to be placed on
Calling Features Call Queue
Create Call hold until the next team member is available
Queue
• Create a call queue for the Sales team

• Create a call queue for the Installation Support o Location: Memphis
team o Name: Sales
o Location: Memphis o Extension: 2005
o Name: Help o Number of calls in queue: 20
o Extension: 2006 o Caller ID: Location number
o Number of calls in queue: 15 o Routing: Simultaneous
o Caller ID: Location number o Overflow: Transfer to Memphis
o Routing: Longest Idle receptionist, enabled overflow after 60
seconds
o Overflow: Transfer to Memphis
Receptionist, enable overflow after 60 o Welcome Message: Mandatory
seconds o Custom welcome message: All calls are
o Welcome Message: Mandatory recorded for training purposes.
o Custom welcome message: All calls are o Comfort Message: 20 seconds between
recorded for training purposes messages
o Comfort Message: 20 seconds between o Custom comfort message: We will get to
messages you soon
o Custom comfort message: We will get to o Hold Music: Play default music
you soon o Assign all 6 sales employees
o Hold Music: Play default music
o Assign all 4 installation employees
During business hours, the employees in the Memphis

Shipping & Receiving and Parts departments need to
Calling Features Hunt Group
Create Hunt share the volume of incoming calls
Group
• Create a hunt group for Parts

• Create a hunt group for Shipping & Receiving o Location: Memphis

o Location: Memphis o Name: Parts
o Name: Shipping o Extensions: 2004
o Extensions: 2003 o Routing: Circular
o Routing: Top Down o Routing Options: Advance when busy
o Routing Options: Advance when busy o Assign all 4 Parts employees
o Assign all 6 Shipping employees
VIDEOS TO WATCH
Create Call Queue Create Hunt Group
STOP
End of Lab 8

Lab 9: Creating an Auto Attendant

In this lab, you will learn how to create and configure an Auto Attendant and configure the forwarding of hunt
group incoming calls.
Calls to all locations must be answered by an automated

system giving callers the options to reach their desired
Calling Features
Auto Create Auto department with different options for business and after
Attendant Attendant hours
Business Hours Menu

• Create an auto attendant for the Memphis main
number Options 1-4: transfer without prompt
o Location: Memphis Disable extension level dialing

o Name: AA Main Option 1: Sales and Billing Call Queue
o Number: Main Number Option 2: Shipping and Receiving Hunt Group
o Extension: 2500 Option 3: Installation Help and Support Call Queue
o Language: English Option 4: Parts and Returns Hunt Group

o Schedule: Open Hours Option 5: Repeat Menu
o Holiday Schedule: None Option 6: Transfer call to operator –

MemphisRcp@gmail(XX).com
o Business & After Hours Menus: See right
After Hours Menu
o Custom Welcome Greeting: Thank you for
calling Homestead Outdoors. Please listen to all the Option 1: Transfer call to operator – Receptionist Group
following options before selecting. 5000
o Custom Closed Greeting: Thank you for calling
Homestead Outdoors. Our business hours are M-F 9:00am
– 5:30pm. Please call back during business hours or stay
on the line to leave a message.

Houston and Dallas locations will use the Memphis auto

attendant for their main numbers. This requires hunt
groups for their main numbers which will be forwarded
Hunt Add Hunt
Calling Features to the Memphis auto attendant during business hours
Group Group
• Create a hunt group for Dallas

o Location: Dallas
• Create a hunt group for Houston
o Name: Forward to Memphis
o Location: Houston
o Number: Dallas Main Number
o Name: Forward to Memphis
o Extension: 2501
o Number: Houston Main Number
o Routing Pattern: Circular
o Extension: 2501
o Routing Options: Advance when busy
o Routing Pattern: Circular
o Do not add users
o Routing Options: Advance when busy
o Do not add users
• Forward both “Forward to Memphis” hunt

groups
Select Hunt Call
Calling Features Hunt Group
Group Forwarding o Always Forward Calls: Memphis main
number
VIDEOS TO WATCH
Create Hunt Group Create Auto Attendant Selectively Forward Calls
STOP
End of Lab 9

Lab 10: Configuring Emergency Call Notification and Caller ID

In this lab, you will learn how configure emergency call notification, caller id, and set an Emergency Call Back
Number (ECBN) for users.
Some users need changes made to their caller id and

Emergency Call Back Number (ECBN)
Users Select User Calling Caller ID • Change Caller ID & ECBN
o Users: Memphis Exec (email used in Lab
4), HoustonExec@gmail(XX).com
o External caller ID name: Location external
caller ID
o ECBN: Location default ECBN
Emergency
User Select User Calling
Callback Number
VIDEOS TO WATCH
Configure Call Waiting and Caller ID for Users Configure User Emergency Callback Number
STOP
End of Lab 10

Lab 11: Configuring Users in Control Hub

In this lab, you will learn how configure various user features in Control Hub as an admin.
The Memphis Executive requires the ability to monitor

the lines all Sales employees
Users Select User Calling
Advanced
Monitoring • Add Monitored Lines
Call Settings
o Users: Memphis Exec
o Monitored Lines: All 6 sales employees
The Memphis Executive requires the Memphis

receptionist be able to place and receive calls on their
Advanced Call
Executive/ behalf
Users Select User Calling Executive
Settings
Assistant
• Configure Executive Assistant
o Memphis Exec (email used in Lab 4):
Enable Executive
o MemphisRecp@gmail(XX).com: Enable
Executive Assistant
The Memphis Executive does not want his number to be

found from the auto attendant and does not want his line
Advanced monitored by other users
Users Select User Calling Privacy
Call Settings
• Configure Privacy Settings
o Auto Attendant Privacy: disable both
options
o Selective Line Status Sharing: Enable
Privacy

Only the executives shall be able to make chargeable

directory assistance calls without a code. Location
Advanced Call
Outgoing and settings configured in Lab 6.
Users Select User Calling Incoming Calling
Settings
Permissions
• Configure Calling Permissions for users
o Users: Memphis Exec (email used in Lab
4) HoustonExec@gmail(XX).com
o Outgoing Call Settings Override: Enable
o Chargeable Directory Assistance: Require
authorization code
The receptionists need to screen incoming calls of all

employees.
Advanced Call
Users Select User Calling Settings
Receptionist • Create a Receptionist Client
Client
o Users: HoustonRcp@gmail(XX).com,
o Receptionist client: Enable
o Add all users
VIDEOS TO WATCH
Enable Executive Assistant Privacy Settings
Monitoring Settings Incoming and Outgoing Calling Permissions for Users
STOP
End of Lab 11

Lab 12: Configuring Users in the Calling User Portal

In this lab, you will learn how users can configure calling settings in the calling user portal: settings.webex.com.
Note: You will need to activate the Memphis Exec user (personal email used in Lab 4) from the system generated
email. Follow the prompts to create a password.
Go to settings.webex.com in a private browser window and log in as the Memphis Exec.
The Memphis Executive needs the Memphis Receptionist

to handle calls for him. We configured both users to have
Calling Call Additional this feature in lab 11.
Executive
User Portal Settings Features • Assign an Executive Assistant for the Memphis
Executive
o Executive Assistant User:
o Call Filtering: All external calls
o Alerting Mode: Simultaneous
o If no one picks up: Send to Voicemail
after 30 seconds
o Caller ID shown on assistant’s phone:
Name: Executive
Number: Originator
The Memphis Executive needs to use the phone in the

Memphis Conference Room as his own sometimes.
Calling Additional Hoteling was enabled on the device in Lab 4.
Users Hoteling
User Portal Features • Enable hoteling for the user
o Hoteling: Enable
VIDEOS TO WATCH
Configure Hoteling Enable Executive Assistant

STOP
End of Lab 12
Congratulations!
You have completed the Webex Customer Admin Lab Workbook!

Resources
Recommended Order for Customer Provisioning
1. Launch the customer and check 1st location is created
2. Create other locations if required
3. Create Trunk Groups
4. Create Route Groups
5. Create Dial Plans
6. Assign PSTN Connections
7. Add numbers to the locations
8. Configure main number, Voice Portal, Schedules, Calling permissions
9. Chose 1st location
a. Create users - Assign DDI, Extension, Location, License
b. Create devices for users
c. Configure devices if required
d. Create workspaces and required devices
10. Create features in the following order:
a. Receptionist
b. Virtual Extensions
c. Call Park Extensions
d. Call Park
e. Call Pick up
f. Group Paging
g. Hunt Groups
h. Call Queue
i. Auto Attendant
j. Call forwarding selective routing for hunt groups, call queues, and/or auto attendants.
11. Repeat for steps 8 through 10 for each location
12. Configure User settings - Monitoring, Call Waiting, etc.

Video Links
Location Provisioning
Configure Trunk Assign Location Main Number

Number Management - Premises-based
Configure Route Group
PSTN
Number Management - Cisco PSTN &
Dial Plan Creation
Cloud Connected PSTN
Manage PSTN Connection for a Location Location Internal Dialing Configuration
Add a Location Location External Dialing Configuration
User, Device & Workspace Provisioning

Add Users Assign IP Phone to a Workspace
Bulk Add Users via CSV Assign Cisco Room Device to a Workspace
Assign Device Additional Device Configuration
Bulk Assign Devices via CSV Device Settings
Location Features
Configure Voice Portal Call Pickup Group
Organizational Voicemail Settings Paging Group
Voicemail Group Provision a User for Webex Go
Music-on-hold Create Hunt Group
Location Schedules Create Call Queue
Outgoing Calling Permissions Call Forwarding Selective
Virtual Extensions Create Auto Attendant
Call Park Extensions Call Intercept for Locations
Call Park Group

Control Hub User Settings

User List Configure Call Intercept for a User
User Profile Settings Incoming and Outgoing Calling Permissions for Users
Add Number to a User Enable Executive Assistant
User Voicemail Settings in Control Hub Configure Hoteling
Configure Calling Behavior for a User Monitoring Settings
Configure Call Forwarding for Users Privacy Settings
Configure Call Waiting and Caller ID for Users Push to Talk
Configure User Emergency Call Back Number Enable Receptionist Client for a User
Applications Enable Call Recording for Users
Barge In User In-Call Experience Settings
Calling User Portal Links

Allow callers to transfer from voicemail Set up sequential ring
Chose where to store voicemail messages Set up simultaneous ring
Enable Voicemail Notifications Configure Single Number Reach
Set up your Voicemail greetings Call Notify
Choose when to send callers to Voicemail Add a schedule
Calling User Portal: Incoming Call Settings Add contacts to your personal directory
Calling User Portal: Call Forwarding Get Started with Receptionist
Selectively Accept Calls Place a conference call on Receptionist
Priority Alert Monitor Calls in Queue Receptionist Client

Manage Selectively Reject Calls

Lab Workbook Change Control

PREVIOUS VERSION DATE CHANGE DESCRIPTION EDITOR
Revised to new format. Match all terminology to match control hub. SP

Webex Customer Admin Lab
10/10/2022 Moved adding hoteling to a device under Lab 4. Combined customer
Exercises_v09152022 scenario.

Webex Customer Admin Lab Workbook - V10102022final

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Webex Customer Admin Lab Workbook - V10102022final

Uploaded by

Copyright:

Available Formats

Cisco Webex Calling

© 2022 Cisco and/or its affiliates. All rights reserve.

© 2022 Cisco and/or its affiliates. All rights reserve.

Basic Customer Information

© 2022 Cisco and/or its affiliates. All rights reserve.

LOCATION NUMBER OF REQUIRED PSTN CONNECTION

Houston 2 Premises-based PSTN

Dallas 2 Premises-based PSTN

Memphis 3 Cisco provided PSTN

DEPARTMENT HOUSTON MEMPHIS DALLAS TOTAL

Help and Support 2 2 4

Shipping and Receiving 2 2 2 6

Sales and Billing 2 2 2 6

Parts and Returns 2 2 4

© 2022 Cisco and/or its affiliates. All rights reserve.

© 2022 Cisco and/or its affiliates. All rights reserve.

© 2022 Cisco and/or its affiliates. All rights reserve.

Using this Workbook

Lab URL: admin.webex.com

© 2022 Cisco and/or its affiliates. All rights reserve.

Lab 1: Creating a trunk and route group

CONTROL HUB NAVIGATION CUSTOMER REQUIREMENTS AND TASKS

Houston uses an existing premises-based PSTN

Houston uses Dallas’ trunk as a failover for their PSTN

Configure Trunk Configure Route Group

© 2022 Cisco and/or its affiliates. All rights reserve.

Lab 2: Adding a location, numbers, and dial plans

CONTROL HUB NAVIGATION CUSTOMER REQUIREMENTS AND TASKS

Houston uses an existing premises-based PSTN

There is a storefront in Dallas that needs calling

Dallas has an existing premises-based PSTN connection.

• Assign Dallas’ PSTN Connection

© 2022 Cisco and/or its affiliates. All rights reserve.

There is a new storefront in Memphis

Memphis will use Cisco-provided PSTN

Memphis will need to three order numbers

To make and receive calls Memphis needs a main

© 2022 Cisco and/or its affiliates. All rights reserve.

Houston requires 2 numbers.

Dallas requires 2 numbers.

To make and receive calls Houston needs a main number.

To make and receive calls Dallas needs a main number.

Houston uses Dallas’ trunk as failover for PSTN

o Trunk: Dallas LGW

© 2022 Cisco and/or its affiliates. All rights reserve.

Call Create • Create a call routing dial plan

All location extensions are mirror images of each other

All location extensions are mirror images of each other

Configure Trunk Assign Location Main Number

Add a Location Configure Route Group

Number Management - Premises-based PSTN Location Internal Dialing Configuration

© 2022 Cisco and/or its affiliates. All rights reserve.

Lab 3: Creating users

CONTROL HUB NAVIGATION CUSTOMER REQUIREMENTS AND TASKS

There are 34 employees that require extensions for

Users Manage Users

HOUSTON USER EMAILS EXTENSIONS LICENSE

HoustonSales1@gmail(XX).com 1001 Professional

© 2022 Cisco and/or its affiliates. All rights reserve.

MEMPHIS USER EMAILS EXTENSIONS LICENSE

MemphisSales1@gmail(XX).com 1001 Professional

DALLAS USER EMAILS EXTENSIONS LICENSE

DallasSales1@gmail(XX).com 1001 Professional