Overview

Presence Profiles provide a method for users to control how they receive communications as well as inform internal users about their current availability. Presence Profiles is the default method for users to control their extension and is a requirement if they wish to use Phone Manager Mobile.

To use Presence Profiles, the user's Primary Extension MUST be a Dynamic Extension Express main device on the telephone system.

Presence Profiles control the following aspects of a user's Primary Extension's status:

• Do Not Disturb: Controls whether DND is enabled or not, which message is displayed and any additional text.
• Forwarding:  Controls whether the user is forwarding all calls to another location or not
• Dynamic Extension Express: Controls which of the user's DEE devices are active
• UCD Hunt Group Availability: Controls the remove/replace feature of UCD *

(* Note: When users remove their extension from a UCD group with a profile they will also disable any group call pickups.)

To enable Presence Profiles for a user, edit their Client Profile and check the Enable Presence Profiles box.

Default Profiles

Each user is a given a default set of profiles that they can edit/delete or add to as they require:

A user can delete any profile apart from the one they currently have selected. Any changes to a profile will have immediate effect if the profile is currently selected.

When are Presence Profiles Applied?

All profiles are implemented by the CTI Host Service. Changes are made when:

• the CTI Host Service starts up
• a user requests a profile change (from Phone Manager Desktop or Phone Manager Mobile)
• Phone Manager connects to or disconnects from  an extension which is not the user's Primary Extension (see What are Presence Profiles Applied to? section below)
• a user's Primary Device is also a Hot Desk device and they login/logout (see Hot Desking section below)

If the status of a device changes outside of these events then the change will stick until one of the event next occurs. For example, if a user manually puts their extension in DND then the change will be kept. This is important so that the server is not overwriting manual changes made by the user on their extension.

If at anytime the status of the extension does not match the current profile then the user will be alerted in Phone Manager.

What are Presence Profiles Applied to?

Presence Profiles are applied to the following devices:

• a user's Primary Extension
• any extension the user's Phone Manager client is connected to (This applies to DND, UCD & FWD properties only, no DEE changes will be applied to extensions other than the user's Primary one)

For example, if a user's Primary Extension is 1000 and they currently have Phone Manager connected to their softphone 1001 then their current profile will be applied to both of these extensions. If they shut down Phone Manager then any profile change will be removed from 1001 and left only on 1000.

Hot Desking & Presence Profiles

When a user's DEE main extension is also a Hot Desk device there are some extra checks MCS performs when applying profiles. If the 'Disable DEE & UCD when Hot Desk user is logged out' option is checked on the user's Client Profile then the CTI host service will remove the main device from any UCD groups and make it inactive as a DEE device if it is currently logged out. If the Hot Desk device is logged in, the CTI host service will re-apply the profile and re-enable UCD and make DEE active for that device again if applicable.