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Overview of Mandatory Tasks for Setting Up a Cisco Unified Communications Manager Business Edition 7.x System

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Overview of Mandatory Tasks for Setting Up a Cisco Unified Communications Manager Business Edition 7.x System

Table Of Contents

Overview of Mandatory Tasks for Setting Up a Cisco Unified Communications Manager Business Edition 7.x System

Part 1: Preparing to Add Administrators and Users

Part 2: Installing and Configuring Cisco Unified Communications Manager Business Edition

Part 3: Downloading and Installing Connection Languages

Part 4: Setting Up Administrator Workstations

Part 5: Setting Up the Phone System Integration

Part 6: Populating the System with User and Call Management Data

Part 7: Configuring the System for Features

Part 8: Setting Up VPIM Networking

Part 9: Setting Up User Workstations

Part 10: Backing Up Cisco Unity Connection Data

Part 11: Training


Overview of Mandatory Tasks for Setting Up a Cisco Unified Communications Manager Business Edition 7.x System


Revised May 11, 2010 (Originally published August 22, 2008)

Use the following high-level task list to set up the Cisco Unified Communications Manager Business Edition (CMBE) 7.x system correctly. The tasks reference detailed instructions in Installing Cisco Unified Communications Manager Business Edition (CMBE) and in other Cisco Unified CMBE documentation as noted. Follow the documentation for a successful installation.

The task list leads you through the complete installation of the Cisco Unified CMBE system—from installing and configuring the server; to populating the system with user and call management data; to setting up optional features, such as using IMAP clients to access voice messages; to backing up data.

The list is divided into eleven parts:

Part 1: Preparing to Add Administrators and Users

Part 2: Installing and Configuring Cisco Unified Communications Manager Business Edition

Part 3: Downloading and Installing Connection Languages

Part 4: Setting Up Administrator Workstations

Part 5: Setting Up the Phone System Integration

Part 6: Populating the System with User and Call Management Data

Part 7: Configuring the System for Features

Part 8: Setting Up VPIM Networking

Part 9: Setting Up User Workstations

Part 10: Backing Up Cisco Unity Connection Data

Part 11: Training

Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it.

Part 1: Preparing to Add Administrators and Users

1. Determine the number and types of administrator accounts that you need, and the roles to assign to the accounts. For Cisco Unity Connection Administration considerations, see the "Preparing to Add User Accounts" chapter of the User Moves, Adds, and Changes Guide for Cisco Unity Connection in Cisco Unified CMBE at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/user_mac/guide/7xcucmacx.html.

2. Familiarize yourself with the Connection concepts of user and administrator accounts, templates, classes of service, and roles; then determine the features that you will enable specifically for Connection users, and whether changes or new templates and classes of service are needed in Cisco Unity Connection Administration. See the "Introduction to Cisco Unity Connection Users and Contacts" and "Preparing to Add User Accounts" chapters of the User Moves, Adds and Changes Guide.

Part 2: Installing and Configuring Cisco Unified Communications Manager Business Edition

Revised May 11, 2010

3. Verify system requirements for Connection. See System Requirements for Cisco Unity Connection in Cisco Unified CMBE Release 7.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/requirements/7xcucmbesysreqs.html.

4. See the "System Configuration Overview" chapter of the Cisco Unified Communications Manager System Guide for Cisco Unified Communications Manager Business Edition at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html. The chapter presents an overall flow, or order, for configuring the components of your Cisco Unified Communications network.


Note In the table in the "Basic Configuration Flow" section, skip any steps related to Cisco Unity Connection or the voice messaging system; you do those tasks later in this task list.


Part 3: Downloading and Installing Connection Languages

Revised May 11, 2010

5. If you are using languages other than English-United States: Download and install the additional Connection language files. See the "Installing Additional Languages on the Cisco Unity Connection 7.x Server" chapter of the Installation Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/installation/guide/7xcucigx.html.

6. If you are using Japanese because you want Cisco Unity Connection Administration to be localized: Download and install the Cisco Unified Communications Manager Japanese locale. See the "Locale Installation" section in the "Software Upgrades" chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

7. If you are using additional languages because you want the Cisco Personal Communications Assistant to be localized: Download and install the corresponding Cisco Unified Communications Manager locales. See the "Locale Installation" section in the "Software Upgrades" chapter of the Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

Part 4: Setting Up Administrator Workstations

8. Configure the browser(s) on administrator workstations to access Cisco Unity Connection web applications. See the "Configuring the Browser on an Administrator Workstation" chapter of the System Administration Guide for Cisco Unity Connection in Cisco Unified CMBE at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/administration/guide/7xcucsagx.html.

9. Download and install the Real-Time Monitoring Tool software on administrator workstations. See the "Installing and Configuring Real-Time Monitoring Tool" chapter of the Cisco Unified Real-Time Monitoring Tool Administration Guide at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.

Part 5: Setting Up the Phone System Integration

10. Set up the integration between Cisco Unity Connection and Cisco Unified Communications Manager. See the Cisco Unified Communications Manager SCCP Integration Guide for Cisco Unity Connection in Cisco Unified CMBE 7.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/integration/cucmbe/guide/cuc7xintcucmbe.html.

11. Store all of the software that was shipped with Cisco Unified CMBE together in a location that is safe and can be readily accessed.

Part 6: Populating the System with User and Call Management Data

You do many of the tasks in Part 6 by using Cisco Unity Connection Administration. (For information on logging on to Connection Administration and on using it, see the "Accessing and Using Cisco Unity Connection Administration" chapter of the System Administration Guide.)

The tasks in Part 6 reference chapters in the following guides, as noted:

System Administration Guide at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/administration/guide/7xcucsagx.html.

User Moves, Adds, and Changes Guide at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/user_mac/guide/7xcucmacx.html.

12. Obtain and install Connection licenses. See the "Managing Licenses" chapter of the System Administration Guide.

13. Familiarize yourself with the following Cisco Unity Connection concepts:

a. Call management. See the "Call Management Overview" and "Creating a Call Management Plan" chapters of the System Administration Guide.

b. The Connection conversation and the Custom Keypad Mapping tool, if you plan to use it. See the "Cisco Unity Connection Conversation" and "Custom Keypad Mapping Tool" chapters of the System Administration Guide.

14. Develop a system plan:

a. Identify business and nonbusiness hours, and holidays. See the "Managing Schedules and Holidays" chapter of the System Administration Guide.

b. Map out a call management plan. See the "Creating a Call Management Plan" chapter of the System Administration Guide.

c. Review the default partition and search space, and determine whether new partitions and search spaces are needed. See the "Managing Partitions and Search Spaces" chapter of the System Administration Guide.

d. Review the default restriction tables, and determine whether changes or new tables are needed. See the "Overview: Default Restriction Tables" section in the "Managing Restriction Tables" chapter of the System Administration Guide.

e. Review the default mailbox size quotas, and determine whether changes are needed. See the "Specifying Mailbox Size Quotas" section in the "Controlling the Size of Mailboxes" chapter of the System Administration Guide.

f. Review the default message aging policy, and determine whether changes are needed. See the "Changing the Message Aging Policy" section in the "Controlling the Size of Mailboxes" chapter of the System Administration Guide.

g. Review the default system distribution lists, and determine whether changes or new distribution lists are needed. See the "Managing System Distribution Lists" chapter of the System Administration Guide.

15. If you are using the Custom Keypad Mapping tool: Edit the key mappings that are associated with the custom keypad mapping conversations, as applicable. See the "Custom Keypad Mapping Tool" chapter of the System Administration Guide.

16. For the following defaults that you reviewed in Task 14., make changes or create new ones, as applicable:

a. Schedules. See the "Managing Schedules and Holidays" chapter of the System Administration Guide.

b. Partitions and search spaces. See the "Managing Partitions and Search Spaces" chapter of the System Administration Guide.

c. Restriction tables. See the "Managing Restriction Tables" chapter of the System Administration Guide.

d. Classes of service. See the "Adding, Modifying, or Deleting a Class of Service" chapter of the User Moves, Adds, and Changes Guide.

e. User templates. See the "Adding, Modifying, or Deleting a User Template" chapter of the User Moves, Adds, and Changes Guide.

f. Mailbox size quotas. See the "Specifying Mailbox Size Quotas" section in the "Controlling the Size of Mailboxes" chapter of the System Administration Guide.

g. Message aging policy. See the "Changing the Message Aging Policy" section in the "Controlling the Size of Mailboxes" chapter of the System Administration Guide.

h. System distribution lists. See the "Managing System Distribution Lists" chapter of the System Administration Guide.

17. Test the system configuration:

a. Add a Connection user account to use as a test account.

b. Use the phone to log on to Connection as the test user, record a name, and set a phone password. Hang up.

c. Call Connection and log on as the test user again to confirm that the password, greeting, and conversation version specified for the user are working properly. Confirm that the user inherited the correct class of service by testing any applicable features by phone.

d. Log on to the Cisco Personal Communications Assistant (PCA) as the test user. If you gave the test user the required COS rights, confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

e. Make corrections to the system configuration as necessary.

18. If you have not already configured individual Connection administrator and user accounts in Cisco Unified Communications Manager Administration, import multiple accounts by using the Import Users tool in Connection Administration. See the "Creating Multiple User Accounts from Cisco Unified Communications Manager Users" chapter of the User Moves, Adds, and Changes Guide.

19. Add individual users to system distribution lists, as needed. See the "Managing System Distribution List Members" section in the "Managing System Distribution Lists" chapter of the System Administration Guide.

20. Implement, then test the call management plan you mapped out in Task 14.b.:

a. Create call handlers. See the "Managing Call Handlers" chapter of the System Administration Guide.

b. Specify directory handler settings. See the "Managing Directory Handlers" chapter of the System Administration Guide.

c. Create interview handlers. See the "Managing Interview Handlers" chapter of the System Administration Guide.

d. Set up call routing. See the "Managing Call Routing Tables" chapter of the System Administration Guide.

Part 7: Configuring the System for Features

Most tasks in Part 7 reference chapters in the following guides, as noted:

System Administration Guide at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/administration/guide/7xcucsagx.html.

User Moves, Adds, and Changes Guide at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/user_mac/guide/7xcucmacx.html.

21. If any users will use an IMAP email client to access or send Connection messages: Configure settings for IMAP client access to the Connection server. See the "Configuring IMAP Settings" chapter of the System Administration Guide.

22. If any users will have access to the Connection web tools or will use an IMAP email client to access or send Connection messages: If you have not done so already as part of Task 21., secure Cisco PCA and IMAP access to Connection. See the "Securing Cisco PCA and IMAP Email Client Access to Cisco Unity Connection" chapter of the System Administration Guide.

23. If any users will have access to calendar information or to Exchange contacts: Configure the integration. See the "Creating Calendar Integrations" chapter of the System Administration Guide.

24. If any users will use Connection to access their email messages in an external message store: Configure access to the external message store. See the "Configuring Access to Emails in An External Message Store" chapter of the System Administration Guide.

25. If users will be using SMTP or SMS message notification devices: Enable the system to send SMTP or SMS notification messages. See the "Setting Up SMTP and SMS (SMPP) Message Notifications" chapter of the System Administration Guide.

26. If any users will have access to Cisco Unity Connection Phone View: Configure the Phone View feature. See the "Setting Up Phone View" chapter of the System Administration Guide.

27. If any users will have access to their Connection voice messages through a Cisco Unified client application: Configure the applicable client:

For Cisco Unified Personal Communicator, see the "Access to Voice Messages from the Cisco Unified Personal Communicator" section in the "Setting Up Features and Functionality That Are Controlled by Class of Service" chapter of the User Moves, Adds, and Changes Guide.

For Cisco Unified Mobile Communicator, see the "Creating a Cisco Unified Mobility Advantage Integration" chapter of the System Administration Guide.

For Cisco Unified Messaging with IBM Lotus Sametime, see the applicable Release Notes for Cisco Unified Messaging with IBM Lotus Sametime at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

28. If any users will have access to faxes: Configure the Cisco Fax Server integration. See the "Creating a Cisco Fax Server Integration" chapter of the System Administration Guide.

29. If any administrators or users will have access to the Cisco Unity Connection Broadcast Message Administrator: Set it up. See the "Setting Up Broadcast Messaging" chapter of the System Administration Guide.

30. If any administrators or users will need access to the Cisco Unity Greetings Administrator to manage greetings over the phone: Set it up. See the "Setting Up the Cisco Unity Greetings Administrator" section in the "Managing Recorded Greetings and Recorded Names" chapter of the System Administration Guide.

31. For any additional features and functionality that you have not yet provided, customize individual user account settings as needed. See the "Setting Up Features and Functionality That Are Controlled by User Account Settings" and "Setting Up Features and Functionality That Are Controlled by Class of Service" chapters of the User Moves, Adds, and Changes Guide.

Part 8: Setting Up VPIM Networking

32. Set up VPIM Networking, if applicable. See the "Using VPIM Networking" chapter of the System Administration Guide.

Part 9: Setting Up User Workstations

The tasks in Part 9 reference chapters in the User Workstation Setup Guide for Cisco Unity Connection in Cisco Unified CMBE at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/user_setup/guide/7xcucusx.html.

33. Set up access to the Cisco PCA. See the "Setting Up Access to the Cisco Personal Communications Assistant" chapter.

34. Set up Media Master playback and recording devices. See the "Setting Up Playback and Recording Devices for the Media Master" chapter.

35. Configure IMAP email accounts to access Connection voice messages. See the "Configuring an Email Account to Access Cisco Unity Connection Voice Messages" chapter. (The "Creating and Configuring an Account in Microsoft Outlook" section includes instructions for configuring Cisco Unity Connection ViewMail for Microsoft Outlook. If you are using Cisco Unity Connection ViewMail for IBM Lotus Notes, see the Release Notes for Cisco Unity Connection ViewMail for IBM Lotus Notes at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.)

36. Confirm that users are able to access and use the Connection features that have been enabled for them.

Part 10: Backing Up Cisco Unity Connection Data

37. See the Disaster Recovery System Administration Guide at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.


Note Third-party backup applications are not supported.


Part 11: Training

38. Train users, operators, and support desk personnel to use the Connection features in Cisco Unified CMBE. See the "User Orientation" and "Operator and Support Desk Orientation" chapters of the User Workstation User Setup Guide.