.. _configure-intelligent-proximity:

Configure intelligent proximity for mobile voice
-----------------------------------------------------

:bdg-secondary:`provider-only`


.. tip:: 

   :ref:`use-action-search-to-navigate-automate`

This procedure configures intelligent proximity for mobile voice in Automate.


.. rubric:: Prerequisites: 

Ensure you have the latest COP files for your Cisco IP phone, or device package downloaded and 
installed in Cisco Unified Communications Manager (UCM). To do this: 

* In your browser, go to https://software.cisco.com/download/navigator.html?mdfid.
* In the Product Search window, enter Unified Communications Manager Version 10.5.
* Choose Software Type Unified Communications Manager/CallManager Device Packages.
* Download and install the file cmterm-devicepack 10.5.2 12020-1cop.sgn in Unified CM.

Each phone you register to UCM contains phone-specific settings. These settings appear in UCM at the 
bottom of the **Phone Configuration** window under the Product Specific Configuration Layout heading. 

The settings vary by phone model, and are tailored to each phone model. The phone has default settings, but 
in the Unified CM Phone Configuration window, you can override the settings and configure new values.


.. rubric:: Task overview 


* Ensure all required settings are enabled on Cisco Unified CM.
* Import the settings into Automate so they appear on the **Phone Management** page for each registered phone.
* Ensure the settings are correct in Automate.
* Pair the mobile phone or tablet with the Cisco IP endpoint.


.. rubric:: Enable settings on Cisco UCM


1. Enable settings on Cisco UCM, on the **Device** page:

   * Proximity Mode - Choose 'On'
   * Call Control - Choose 'Enabled'
   * Proximity Content Share From Clients - Choose 'Enabled'
   * Proximity Content Share To Clients - Choose 'Enabled'

2. Import settings to Automate: 

   Import phone features (or refresh existing phone features) using Automate's Import/Refresh function. 
   
   This step imports each phone type's features as listed on the Product Specific Configuration Layout
   page in **Devices > Phones** in UCM, into Automate. 
   
   Automate imports the settings and only shows settings that were available and
   imported the last time the command was run. 
   
   Perform this step any time
   there is a change on the Unified CM, such as adding new phone types or
   templates. However, it is recommended that you perform this step every
   time. 
   
   **To import or refresh phone features**: 

   a. Log in to Automate as provider or reseller administrator.
   #. Go to **Perform Publisher Actions**.
   #. From the **Action** drop-down, choose **Import**.
   #. From the **App Type** drop-down, choose **CUCM Device**.
   #. In the **Clusters** dialog, click the cluster to be configured for the Intelligent
      Proximity feature in the **Available** window.
      Click **Select** to move the cluster to the **Selected** window.
   #. Click **Save**.
   
3. Verify that Bluetooth settings are enabled.

   a. Log in to Automate as customer administrator and choose a valid site from
      the hierarchy node.
   #. Go to **Phones**.
   #. Choose the endpoint to pair with the mobile phone or tablet.
   #. On the **Advanced Information** tab, ensure these fields are set
      correctly if they appear for the selected endpoint type:

      * **Bluetooth** drop-down  - **Enabled**.
      * **Allow Bluetooth Contacts Import** drop-down - **Enabled**.
      * **Allow Bluetooth Mobile Handsfree Mode** drop-down - **Enabled**.
      
4. Pair the mobile phone or tablet with the Cisco endpoint (device such
   as a desk phone). For more information, see 'Intelligent Proximity
   for Mobile Devices' in
   http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cuipph/8811_8841_8851_8861/10_5/ english/userguide/P881_BK_C9A41445_00_cisco-ip-phone-8811-8841.pdf.

   a. At the Cisco IP endpoint, ensure that Bluetooth and Handsfree 2-way audio
      are enabled.
   #. Add the mobile device. Once the mobile device is discovered, you can pair
      the two and also store mobile contacts on the Cisco IP endpoint. 
   #. A security code may appear on both the endpoint and mobile device. Accept
      the security code on both the Cisco IP endpoint and mobile device before
      the pairing can be completed.