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SBCS (including UC500) Technical Enablement Labs


Technical Enablement Collateral Helps Partners

This document includes:

  1. Links to documents and Materials you need to be famaliar with
  2. Technical Enablement Labs that show you how to configure basic functions
  3. TEL Template

This is a community document open for editing as you see fit.

Links to Documents

For any Partner who wants to build a successful practice deploying UC 500 (the new UC 540/UC 560 or the legacy UC 520), there are certain materials you need to become famaliar with and as well some actions you need to take to have your Technicians and Engineers feel comfortable building and deploying UC 500.

Small Business University
Select Certification <-- for both AM and SE

First Look SBCS UC540 2.0 Lab
Distance Learning Opportunity for Channel Partners <-- for both AM and SE

Smart Designs
Design and implementation notes to show typical deployments <--- for the SE

Integrating the UC 500 System with an Existing Customer's Firewall

SBCS Feature Reference Guide (CCA configurable)

No longer requires login; accessible to partners and customers. <-- for both AM and SE

Administration guide for CCA

The CCA Release Notes give you additional information about whats new as well as any known issues with each release

The CCA Prerequisite Checks must be performed on the PC you plan to run CCA on and will save you days of wasted time

Platform Reference Guides <-- for the SE



make sure you understand the SKUs supported and the capacity of the system as defined in these great guides

Quick Pricing Tool (QPT) <--- for the AM and SE (reduce Quoting time from Days to Minutes)

Use the Site Survey <--- for AM & SE

Cisco Steps to Success for VoIP - UC500 SMB Version

Collect what you need to build the system (much of it in a staging environment) before you deploy on site.

SBSC System Test information (how it was tested, which code was used, what the results were)

Third Party Applications to be understood:

In addition to emmedded applications like SNR, WEBEX, TCV, IMAP Mail Integration, Video telephone, learn about third party integrations

Possible Milestones you can achieve as a measure of your ability to deploy.

  • Select Certification and identification of key individuals in for roles and responsibilities
  • get NFR Gear (UC500, ESW switches, Phones, AP541s, which you can demo to your customers)
  • Training touches - attend the virtual trainings and perform the TELs below in this document
  • Build your lab
  • Perform Demos

SBCS User Guides (including phones):

Get the Latest CCA Code:

Let the Latest UC500 Bundle:

Please take a look at the UC 500 Software Pack Roadmap posted at

Office Manager (OM) Information and SW

Office manager Installation Guide

Technical Enablement Labs (TEL) and Videos (VOD)

As SBCS moves forward, it does so with the UC 500 SWP, a given CCA version and the Office Manager (OM) version that work together to deliver new features and functions. This TEL lab area is updated by partner demand on the support community, many times to answer discussion threads that we feel should be answered more completely with lab demonstration. While we try to obsolete older labs to the bottom, there are still some older labs not yet replaced and so you should always consult the CCA OLH and Admin Guide as well as latest Smart Designs (which normally lag behind TELs but become more officially supported docs).

When we Announced CCA 3.0 and Office Manager 1.2, we delivered two Partner Webcasts and the .ppt used are here:

CCA 3.0 (new capabilities) Demonstrated (Webcast ppt from 1/13/2011)

Office Manager 1.2 technical Webcast/demo for partners 1/20/2011

Initial Maintenance and Configuration with CCA

Creating and Managing Customer Sites with CCA TEL

SW Upgrade: SWP 8.1.0 with CCA 3.0 TEL

Configuring a UC500 Demo System with CCA 3.0 TSW and Bulk User and Phone Import

UC 500 Localization using CCA 3.0 SW Upgrade Utility VOD

TSW for Bulk User and Phone Data Import using BulkDataImport.xls in CCA 3.0 VOD

Upload and Download files to UC 500 Flash using CCA 3.0 VOD

Upgrading or Installing a New License on a UC540/560 using CCA 3.0 TEL

Adding a VLAN to UC 500 TEL

Features and Functions Labs and VODs

The Remote Teleworker Router Configuration with CCASPA525G_SSL_Remote_TEL_19.pdf

SPA525G Remote SSL VPN Teleworker to UC 500

Users And Extensions Assignment in CCA 3.0 with Hold Alert and Speed Dial TEL Connectivity Status Diagnostics and Recovery with CCA VOD

Multiple WAN IP to LAN Static NAT Mappings with CCA 3.0 VOD

CCA Tele-worker Phone Support MTP Configuration VOD

Live Record Configuration and Beep Adjustments with CCA 3.0 TEL

Removing Live Record Beep Tones with CCA 3.0 VOD

Configuring Combined Paging Groups with CCA TEL

Paging Group Configuration with CCA VOD

SKYPE for SIP Configuration with CCA TEL

Configuring Remote Access to Administraton via Telephoine (AvT) for your AA with CCA TEL

Auto Attendant Script Customization (Alternate Greeting and Dial by First Name) with CCA TEL

Assigning FXO ports as "CO Lines" and assigning them to phones

Manual Override to AA TOD Schedule using Night Service

Configuring the UC500 to work with Call Accounting and Call Recording from ISI

SA500 Configuration with CCA TEL

Configuring and Operating FXO Trunk Groups with CCA TEL

Hybrid Key System Configuration with CCA

Webex Phone Connect configuration with CCA 3.0

Lab 3: UC540 EZVPN Configuration

Lab 4: SIP Trunk Configuration

Lab 6: SA500 Security Applicance in front of a UC500 with SIP trunking

Lab 7: B-ACD (Basic ACD) Configuration

Lab 8: Auto Attendant and Night Service

Lab 9: Multisite using CCA 2.1 Multisite Manager

Lab 10: Protect Link Gateway Service on SA 500 in front of UC540

Lab 11: Smart Application: TimeCardView

Lab 12: Smart Application - IMAP Unified Messaging

Lab 14: Unified CallConnector (UCC)

Lab K: Traffic Shaping and Max Connections (CAC),

Lab 15: SR520-T1 Configuration with CCA

Lab 16: Video Monitoring xVC2300 IP Cameras from SPA525G Phone

Lab 17: Smart Call Connector Attendant Console Operator

Lab 22: Disable Cisco IP Phone WEB Server access on UC500

LAB 24: NTP on SBCS (UC500 & SBCS)

Lab 25: TheOffice Demo configured using CCA 3.0 (Updated)

How to DEMO the OFFICE SBCS - Demo Guide

The actual DEMO Performed (54 minutes run time)

Lab 26: SNR Smart Application Configuration and Operation on UC500 with CCA

Lab 28: UC560 Voice Mail Expansion using upgrade of external CUE Flash to 8G

Lab 30  UC500  Access List Manager - An example on how to restrict Guest Network access

NOW OBSOLETE Labs Archive (based on older SWP and CCA version)

LAB 1: UC540 Initial Connection, Discovery, SW Upgrade, Phone Load Management, and Licensing

Lab 13: Smart Application - Live Record

Lab 20: Cisco Phone Firmware Upgrade (79xx models - manual)

Lab 23: Paging Groups on UC500

Lab 18: Auto Attendant custom script configuration for 'no action transfer

Lab 21: SMTP Notification of UC500 Voice Mail to EMAIL

Lab 27: Configuring Alternate Greeting on UC500 Auto Attendant

Lab 2: UC540 Telephony Setup Wizard in Staging (staging without phones)

Lab 5: UC540 FXO PSTN Trunk Group Configuration



This is absolutely awesome. Good job. I'm especially looking forward to the 3rd party integration, as this has been one of the more challenging areas for me personally.

Very kewl

Team effort.  Thanks for the recognition.  We dont want to replace admin guides, but its nice to have some deployment scenarios to look at sometimes.



If you can post a lab on how to install different language and make it work. That would be nice. Last time we try.. CCA was failing to install French.


Hi Steve,

Your technical labs are fantastic. Great job. I have tried in vain to install a different language with CCA without success. Am I doing something wrong or is there a bug in CCA.


.tar files have now been added to the list. Slightly disappointed that no one at Cisco could tell me that they were missing!!!!!!

In the US, we dont use these packs, so I apologize for not noticing, but I did follow up for you and was told they were taken down for a naming reason.



I would like to download your latest video of the office demo. I seems to be only available via playback.



it is waaaaaayyyyy too big to even keep on my PC myself

Wayne LeFrancois

Hi Steve,

where would I find recommended maintenance procedures for the UC500 series? I need to go to a clients site and perform a maintenance on his UC560 to keep it in optimal operating condition. thanks.


I havent been keeping up on this product set since retiring from Cisco last July.  I am sure someone from the Cisco team can reply.

David Hornstein
Rising star

Hi lewis,

Within CCA it is a simple process, basically following the lab Steve produced called "SW Upgrade: SWP 8.1.0 with CCA 3.0 TEL
"  It's a little dated, some of the options  in the  upgrade process have changed a little, but the process is most logical.

You will need the lastest UC500 software pack and  update of CCA.

I would prefer to interact directly.  Can you please send your contact details, which includes phone number  to ;

dhornste  at    (remove spaces and add @  )