Getting Started with Cisco Unified Communications Manager

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Getting Started with Cisco Unified Communications Manager

Installing and Upgrading Cisco Unified Communications Manager


Outline

Cisco Unified Communications Manager Installation and Upgrade

Cisco Unified Communications Manager Basic Installation

Cisco Unified Communications Manager Upgrade During Install

Cisco Unified Communications Manager Windows Upgrade

Cisco Unified Communications Manager Upgrade


Cisco Unified Communications Manager Installation and Upgrade


Release 3.X

Release 4.X

Release 5.X

Releases and Upgrade Paths

Windows-based

4.2(3)

3.3(5)

4.1(3)

Windows Server 2000

4.0(2a)

Windows Server 2000

2005 2006

5.0(4)

Cisco Unified Communications Manager Upgrade Path

5.1(1)

Release 6.X 6.0(1)

Appliance

Appliance-based

2007

4.3(1)

Appliance

Windows Server 2003

4.2(1)


Cisco Unified Communications Manager Installation and Upgrade Options

Option Description

Basic install Install operating system and Cisco Unified Communications

Manager application software from bootable DVD.

Upgrade during install

Basic install from bootable DVD; upgrade patches are installed from FTP, SFTP, or local DVD.

Windows upgrade

Upgrade from supported 4.x release. Existing database is dumped to file server using the Data Migration Assistant tool. Cisco Unified CM Release 6.x is installed from bootable DVD, and data previously exported by DMA are imported into Cisco

Unified CM Release 6.x database.

5.x or higher upgrade

Upgrade from 5.1(x) release or higher can be done from the platform administration page using FTP or local DVD. Cisco

Unified CM software is updated; no installation from bootable DVD is required.


Software Sources

From DVD

– The operating system and Cisco Unified Communications Manager application are copied from the Installation DVD. Configuration information is prompted immediately before the operating system and application installation.

Pre-Installed

– The operating system and Cisco Unified Communications Manager application are preloaded at the Cisco factory and shipped. Configuration information is prompted when the system is powered on.


Installation Disc

One installation DVD includes: Operating system

Three products or product suites

– Cisco Unified Communications Manager

– Cisco Unity Connection

– Cisco Unified Communications Manager, Business Edition

Hardware configuration is part of install process

Note: All other discussion following this point assumes that the first option “Cisco Unified Communications Manager” is selected.


Hardware Configuration

Hardware configuration is integrated with the Cisco Unified Communications Manager installation process. The installation process

checks for correct hardware configuration, unsupported platforms, and minimum hardware requirements.

The installation disc automatically configures the correct BIOS and RAID settings.


Cisco Unified Communications Manager Basic Installation


Basic Installation


Important Configuration Information

Field Description

DHCPStatic or dynamic configuration of Server IP, hostname etc.

Options: Yes/No. If “No,” the hostname, IP address, IP mask, and gateway have to be defined manually.

DNS Enabled

If DNS server exists in your network, enter Yes. When DNS is not enabled, only IP addresses have to be used to reach all

network devices in your Cisco Unified Communications network.

First NodeIf “Yes,” the first Cisco Unified Communications Manager node

in the cluster is configured.

NTPWhen enabled, this server will act as a NTP server and provide

time updates to the subsequent nodes in the cluster.

Security Password Servers in the cluster use the security password to

communicate with one another. The password must contain at least six alphanumeric characters.

SMTPThis field specifies the name of the SMTP host that is used for

outbound e-mail. You must fill in this field if you plan to use electronic notification.


Installation Procedures for Basic Install (Using Installation DVD)

Starting the installation.

– Boot the server with the installation DVD.

– Verify the integrity of the DVD if installing from this DVD for the first time.

– Select Cisco Unified Communications Manager.

– Choose to overwrite the hard disk (otherwise installation will abort). Platform Installation Wizard.

– Select No at the Apply Additional Releases window.

– Select No at the Import Windows Data window. Continue with Entering the Basic Install Information window.

– Time Zone, NIC, Network Settings, Certificates, Logins and Passwords, etc. as prompted.

Operating system and application will be installed after all installation information has been entered.


Basic Installation Flow (Installation DVD)

Proceed with

Install

PlatformInstallation

Wizard

ApplyAdditionalReleases

ImportWindows

Data

BasicInstall –

Continue

AutoNegotiation

Config

TimeZoneConfiguration

NIC SpeedAnd Duplex

Configuration

UseDHCP

StaticNetwork

Configuration

DNSClientConfig

ConfigureDNS andDomain

AdministratorLoginConfig

CertificateInformation

PublisherConfig

PublisherAddress and

Security password

NTP ClientConfig

DatabaseAccessSecurityConfig

SMTPHost

Config

ConfigureSMTP Host

Address

ApplicationUser

Config

PlatformConfig

Confirmation

Boots from DVDAt Product

DeploymentSelection –

Select Unified CM

PlatformConfiguration

CompletedOS and Application

Installation Scripts Starts

No

No

No

Yes

Yes

Proceed

Yes

No

No

Yes

Yes

No

Yes

No

Yes

No


Installation Procedures for Basic Install (Preinstalled)

Boots up from the hard disk (with operating system and application pre-installed).

Enter Pre-existing configuration information.

– Insert USB key with configuration file. Platform Installation Wizard (if no USB configuration file is present).


– Select No at the Import Windows Data window. Continue entering the Basic Install information (if no USB configuration

file).

– Time zone, NIC, network settings, certificates, logins, passwords, etc. Configuration scripts will run after the configuration information has been

collected, and network services will be restarted.


Basic Installation Flow (Preinstalled)

Existing USB

Or Disk with Pre-existing

Config File


Wizard


ImportWindows

Data

BasicInstall –

Continue

AutoNegotiation

Config

TimeZoneConfig

NIC SpeedAnd Duplex

Config

UseDHCP

StaticNetworkConfig

DNSClientConfig


AdministratorLoginConfig


PublisherConfig

SubscriberAddress and

Security password

NTP ClientConfig

DatabaseAccessSecurityConfig

SMTPHost

Config

ConfigureSMTP Host

Address

ApplicationUser

Config

PlatformConfig

Confirmation

Boots from Hard disk


CompletedConfiguration Scripts Starts

No

No

No

No

No

No

Yes

Yes Yes

Yes

No

Yes

No

Proceed

Yes


Cisco Unified Communications Manager Upgrade During Install


Apply Additional Release

Upgrade During Install option

Is selected when you select Yes at the Apply Additional Release window

Performs a basic install and allows the system to be upgraded to a specific patch level

Obtains upgrade patch from a remote source or local DVD source

Installs multiple patches if desired


Installation Procedures for Upgrade During Installation

Starting the installation.

– Boot the server with the installation DVD.

– Verify the checksum for the DVD.

– Choose to overwrite the hard disk. Platform Installation Wizard.

– Select Yes at the Apply Additional Releases window. Installation of operating system and application will start.

– When installation has completed, appliance will reboot. After reboot, choose Upgrade Retrieval Mechanism.

– Local: Specified path and file name.

– FTP/SFTP: Configure Network Settings and enter the location and login information for the remote file server.


Installation Procedures for Upgrade During Installation (Cont.)

Upgrade will start.

– When upgrade has completed, appliance will reboot.

After reboot, at the Entering Pre-existing Configuration Information dialog box, insert USB or disc if you have pre-existing configuration information.

Platform Installation Wizard.


– Select No at the Import Windows Data window(if you have no existing Windows DMA data).

Continue entering the Basic Install information if no USB or disc with pre-existing configuration information has been inserted.

– Time zone, NIC, network settings, certificates, logins, passwords, etc.

Configuration scripts will run after the configuration information has been collected, and network services will be restarted.


Upgrade During Installation Flow

Proceed with

Install


Wizard


Boots from DVDAnd at Product

DeploymentSelection –

Select Unified CM

Yes

Yes

Proceed

Install OS,Application And reboots

UpgradeRetrieval

Mechanism

RemotePatch

Configuration

Local

Remote

AutoNegotiation

Configuration

NIC SpeedAnd Duplex

Configuration

UseDHCP

StaticNetwork

Configuration

DNSClient

Configuration


No

No

Yes

Yes

No

Yes

Install Upgrade Patch and reboots

RetrieveUpgrade From CDOr DVD


Upgrade During Installation Flow (Cont.)

USBOr Disk with Pre-existing Config File


Wizard


ImportWindows

Data

BasicInstall –

Continue

AutoNegotiation

Configuration

TimeZoneConfiguration

NIC SpeedAnd Duplex

Configuration

UseDHCP

StaticNetwork

Configuration

DNSClient

Configuration


AdministratorLogin

Configuration


PublisherConfiguration

SubscriberAddress and

Security password

NTP ClientConfiguration

DatabaseAccessSecurity

Configuration

SMTPHost

Config

ConfigureSMTP Host

Address

ApplicationUser

Configuration

PlatformConfigurationConfirmation

Reboots from Hard disk


CompletedConfiguration Scripts Starts

No

No

No

No

No

No

Yes

Yes Yes

Yes

No

Yes

No

Proceed

Yes


Upgrade During Installation (Retrieval Mechanism)

SFTP FTP Local

Choose the mechanism for retrieving the upgrade file

The following windows show the procedure for configuring the network settings before you can retrieve the file for upgrading from a remote source.


Upgrade During Installation(Remote Patch Access Information)

Location and login information for remote file server


Upgrade During Installation(Patch Location)

Patch directory and patch name (optional) of the local disc that contains the upgrade patches


Cisco Unified Communications Manager Windows Upgrade


Installation Procedures for Windows Upgrade

The Cisco Unified CallManager Release 4.x has to be backed up using Cisco BARS.

The Cisco Data Migration Assistant (DMA) is used to export the database content to a file server.

Installation of Cisco Unified Communications Manager Release 6.x.

– Server is booted with the installation DVD.

– The system hard disk needs to be overwritten.

Platform Installation Wizard has to import Windows data.

Installation of operating system and application will start.

After completed installation, the Cisco DMA retrieval mechanism loads the exported 4.x data file from these devices:

– A local path by file name.

– A FTP/SFTP server with given network settings, location, and login.


Cisco Data Migration Assistant

The Cisco Data Migration Assistant (DMA) is a tool for migrating configuration information when upgrading from a Windows-based Cisco Unified Communications Manager release to an appliance-based Cisco Unified Communications Manager release.

Cisco Unified CallManager 4.2(3) Publisher

Cisco Unified CommunicationsManager Release 6.0(1) Publisher

DMA

Cisco Unified CM Release 6.0(1)

installation imports file.

DMA exports TAR file or tape.

Network Share Server

S/FTP

Appliance


Data Not Exported by Cisco DMA

Custom MOH files

– User must reinstall on all servers after upgrade to Release 6.0(1).

Custom TFTP phone load files and custom background images.

– User must reapply after upgrade to Release 6.0(1).

Files on Cisco Unified Communications Manager subscriber servers.

– Subsequent nodes obtain required information from the first node as part of the Cisco Unified Communications Manger upgrade process.

Cisco Unified Communications Manager Administrator user ID needs to be set during installation.

– There is no longer a default CCMAdministrator user ID in Cisco Unified CM Release 6.x.

User names are migrated, but passwords and pins are not.

– You will define a standard password or pin for all usernames during the upgrade and ask users to change from CCMUser pages.


Windows Upgrade Installation Option

Is selected at the Import Windows Data window

Installs Cisco Unified Communications Manager Release 6.x and imports data from a Cisco Unified CallManager Release 4.x

Obtains Data Migration Assistant (DMA) data file from a remote source or local DVD

Requires install and run DMA on a Cisco Unified CallManager 4.x

Windows Upgrade option


Cisco Unified Communications Manager Upgrade


Cisco Unified Communications Manager Release 5.x and 6.x Upgrades

Upgrades from Release 5.x or higher is done from the Cisco Unified Operating System Administration page.

Cisco Unified Communications Manager provides dual partitions.

– Holds two copies of the Cisco Unified Communications Manager software and database (active and inactive partitions).

Upgrade Process.

– Perform a backup using Disaster Recovery System (DRS).

– Start the installation of the new version (performed in the background while current version is operating).

– After new version has been installed to inactive partition, reboot, switching to new version.

– Cisco Unified Communications Manager will boot from partition where new version has been installed.


Dual Partitions

Dual partitions each have Unified Communications Manager software and database.

Enables continued operation when you upgrade software.

Upgrade software installs on the inactive partition.

Activates the upgraded software by “switching versions” during reboot.

Current active partition becomes inactive and retains current “old” software until next upgrade.

If versions are switched before next upgrade, you revert to previous version.

System maintains two versions of software (does not apply to Release 4.x upgrades).

Inactive Partition

Active Partition

5.1(1)

6.0(1)

5.1(1)

6.0(1)


Installation Procedures for Cisco Unified Communications Manager Upgrade

Back up the existing Cisco Unified Communications Manager Release 5.1(1) system using the Cisco Unified Communications Manager Disaster Recovery System (DRS).

Ensure that SFTP/FTP server is available to perform the upgrade remotely or that an upgrade image is available on DVD to perform the upgrade locally.

Log in to the Cisco Unified Operating System Administration page and start the upgrade.

Cisco Unified Communications Manager upgrades can be done without affecting call processing, and server can be rebooted later during a service window after the upgrade.

Install updated license file (if required).

Reboot and switch version on publisher and wait until it is initialized and fully operational.


Upgrade Process on Cisco Unified Communications Manager Platforms 5.x and 6.x

Cisco Unified Operating System Administration allows upgrades from local sources and FTP or SFTP servers.

Cisco Unified Operating System Administration > Software Upgrades > Install/Upgrade


Summary

Upgrades from versions 3.x, 4.0(2), 5.0(x) to 6.x are not supported.

Cisco Unified Communications Manager basic installation can be performed from bootable DVD or factory pre-installed systems.

Using the Upgrade During Install option saves time when applying service release updates.

The Cisco Unified Communications Manager administrators user ID can be freely chosen. The account CCMAdministrator is no longer mandatory.

Upgrades from version 5.1x to 6.x can be done via Cisco Unified Operating System Administration Software Upgrade.


Documents

Getting Started with Cisco Unified Communications Manager