Getting Started with Cisco Unified Communications Manager

1. Installing and Upgrading Cisco Unified Communications Manager Getting Started with Cisco Unified Communications Manager

2. 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

3. Cisco Unified Communications Manager Installation and Upgrade

4. Releases and Upgrade Paths 2005 2006 2007 Windows Server 2000 3.3(5) Release 3.X Windows Server 2003 Windows Server 2000 Release 4.X 4.0(2a) 4.2(3) 4.3(1) 4.1(3) 4.2(1) Appliance 5.0(4) 5.1(1) Release 5.X Appliance Release 6.X 6.0(1) Windows-based Appliance-based Cisco Unified Communications Manager Upgrade Path

5. Cisco Unified Communications Manager Installation and Upgrade Options

6. 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 Theoperating 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.

7. 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.

8. 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.

9. Cisco Unified Communications Manager Basic Installation

10. Basic Installation

11. Important Configuration Information

12. 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.

13. Basic Installation Flow (Installation DVD) Boots from DVD At Product Deployment Selection – Select Unified CM Import Windows Data NIC Speed And Duplex Configuration Configure DNS and Domain NTP Client Config Configure SMTP Host Address No Use DHCP Proceed with Install Basic Install – Continue Yes Database Access Security Config Application User Config Administrator Login Config Yes No Platform Installation Wizard SMTP Host Config Yes TimeZone Configuration Static Network Configuration Certificate Information Platform Config Confirmation No Proceed Platform Configuration Completed OS and Application Installation Scripts Starts Apply Additional Releases Auto Negotiation Config DNS Client Config Publisher Config Publisher Address and Security password No Yes Yes No No Yes Yes No No

14. Installation Procedures for Basic Install (Preinstalled) Boots up from the harddisk (with operating system and application pre-installed). Enter Pre-existing configuration information. Insert USB keywith configuration file. Platform Installation Wizard (if no USB configuration file is present). Select No at the Apply Additional Releases window. 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.

15. Basic Installation Flow (Preinstalled) Boots from Hard disk Import Windows Data NIC Speed And Duplex Config Configure DNS and Domain NTP Client Config Configure SMTP Host Address Existing USB Or Disk with Pre-existing Config File No Use DHCP Basic Install – Continue Yes Database Access Security Config Application User Config Administrator Login Config Yes No No Platform Installation Wizard SMTP Host Config TimeZone Config Static Network Config Yes Certificate Information Platform Config Confirmation No Proceed Apply Additional Releases Auto Negotiation Config DNS Client Config Publisher Config Platform Configuration Completed Configuration Scripts Starts Subscriber Address and Security password No No Yes Yes Yes No No

16. Cisco Unified Communications Manager Upgrade During Install

17. 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

18. 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.

19. 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 Apply Additional Releases window. 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.

20. Upgrade During Installation Flow NIC Speed And Duplex Configuration Boots from DVD And at Product Deployment Selection – Select Unified CM Configure DNS and Domain Install OS, Application And reboots Use DHCP Upgrade Retrieval Mechanism Proceed with Install Yes Remote Remote Patch Configuration No Local Yes Platform Installation Wizard Retrieve Upgrade From CD Or DVD Static Network Configuration Install Upgrade Patch and reboots Proceed DNS Client Configuration Auto Negotiation Configuration Apply Additional Releases No Yes Yes No Yes

21. Upgrade During Installation Flow (Cont.) Reboots from Harddisk Import Windows Data NIC Speed And Duplex Configuration Configure DNS and Domain NTP Client Configuration Configure SMTP Host Address USB Or Disk with Pre-existing Config File No Use DHCP Yes Basic Install – Continue Yes Database Access Security Configuration Application User Configuration Administrator Login Configuration No No Platform Installation Wizard SMTP Host Config TimeZone Configuration Static Network Configuration Yes Certificate Information Platform Configuration Confirmation Proceed No Apply Additional Releases Auto Negotiation Configuration DNS Client Configuration Publisher Configuration No No Yes Yes Subscriber Address and Security password Platform Configuration Completed Configuration Scripts Starts Yes No No

22. Upgrade During Installation (Retrieval Mechanism) Choose the mechanism for retrieving the upgrade file • SFTP • FTP • Local The following windows show the procedure for configuring the network settings before you can retrieve the file for upgrading from a remote source.

23. Upgrade During Installation(Remote Patch Access Information) Location and login information for remote file server

24. Upgrade During Installation(Patch Location) Patch directory and patch name (optional) of the local disc that contains the upgrade patches

25. Cisco Unified Communications Manager Windows Upgrade

26. 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.

27. 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. Appliance Cisco Unified CallManager 4.2(3) Publisher Cisco Unified CommunicationsManager Release 6.0(1) Publisher Network Share Server DMA S/FTP DMA exports TAR file or tape. Cisco Unified CM Release 6.0(1) installation imports file.

28. 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.

29. 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

30. Cisco Unified Communications Manager Upgrade

31. 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.

32. 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). Active Partition Inactive Partition 5.1(1) 6.0(1) 5.1(1) 6.0(1)

33. 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.

34. 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

35. 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.