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Overview of Mandatory Tasks for Setting Up a Cisco Unified Communications Manager Business Edition 8.x Server

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Overview of Mandatory Tasks for Setting Up a Cisco Unified Communications Manager Business Edition 8.x Server

Table Of Contents

Overview of Mandatory Tasks for Setting Up a Cisco Unified Communications Manager Business Edition 8.x Server

Part 1: Preparing to Add Administrators and Users

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

Part 3: Downloading and Installing Cisco Unity Connection Language Files

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 8.x Server


Revised November 16, 2010

Use the high-level task list in this chapter to set up the Cisco Unified Communications Manager Business Edition (CMBE) 8.x server correctly. The tasks reference instructions in Installing Cisco Unified Communications Manager Business Edition (CMBE) and in other Cisco Unified CMBE and Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.

The task list leads you through the complete installation of the Cisco Unified CMBE server—from installing and configuring the server; to populating the server 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 Cisco Unity Connection Language Files

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 in Cisco Unity Connection 8.x" 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/8x/user_mac/guide/8xcucmacx.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 8.x Users and Contacts" and "Preparing to Add User Accounts in Cisco Unity Connection 8.x" chapters of the User Moves, Adds and Changes Guide.

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

3. Verify system requirements for Connection. See System Requirements for Cisco Unity Connection in Cisco Unified CMBE Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucmbesysreqs.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 Cisco Unity Connection Language Files

Revised April 28, 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 8.x Server" chapter of the Installation Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/installation/guide/8xcucigx.html.

6. If you installed Japanese and 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 installed additional languages and 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 in Cisco Unity Connection 8.x" 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/8x/administration/guide/8xcucsagx.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 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/integration/guide/cucmbe/cuc8xintcucmbe.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 signing in to Connection Administration and on using it, see the "Accessing and Using Cisco Unity Connection Administration in 8.x" 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/8x/administration/guide/8xcucsagx.html.

User Moves, Adds, and Changes Guide at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/user_mac/guide/8xcucmacx.html.

12. Obtain and install Connection licenses. See the "Managing Licenses in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

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

a. Call management. See the "Call Management Overview in Cisco Unity Connection 8.x" and "Creating a Call Management Plan in Cisco Unity Connection 8.x" 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 8.x Conversation" and "Custom Keypad Mapping Tool in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

b. Map out a call management plan. See the "Creating a Call Management Plan in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

b. Partitions and search spaces. See the "Managing Partitions and Search Spaces in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

c. Restriction tables. See the "Managing Restriction Tables in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

d. Classes of service. See the "Adding, Modifying, or Deleting a Class of Service in Cisco Unity Connection 8.x" chapter of the User Moves, Adds, and Changes Guide.

e. User templates. See the "Adding, Modifying, or Deleting a User Template in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

h. System distribution lists. See the "Managing System Distribution Lists in Cisco Unity Connection 8.x" 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 sign in to Connection as the test user, record a name, and set a phone password. Hang up.

c. Call Connection and sign in 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. Sign in 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 Cisco Unity Connection 8.x 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 in Cisco Unity Connection 8.x" 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 in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

b. Specify directory handler settings. See the "Managing Directory Handlers in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

c. Create interview handlers. See the "Managing Interview Handlers in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

d. Set up call routing. See the "Managing Call Routing Tables in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

Part 7: Configuring the System for Features

Revised November 16, 2010

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/8x/administration/guide/8xcucsagx.html.

Unified Messaging Guide (with Connection versions 8.5 and later only) at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/unified_messaging/guide/85xcucumgx.html.

User Moves, Adds, and Changes Guide at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/user_mac/guide/8xcucmacx.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 in Cisco Unity Connection 8.x" 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" section in the "Configuring SSL in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

23. Connection 8.5 and Later Only—If any users will be configured for unified messaging features: Configure unified messaging. See the applicable chapters in the Unified Messaging Guide for Cisco Unity Connection. Unified messaging features include:

Access to Exchange email by using text to speech (TTS).

Access to Exchange calendar and contacts.

Synchronization of Connection and Exchange mailboxes (single inbox).

Announcements of MeetingPlace meetings.

MeetingPlace scheduling and joining.

SpeechView transcription, also a component of unified messaging, is discussed in a later task.

24. Connection 8.0 Only—If any users will have access to calendar information or to Exchange contacts: Configure the integration. See the "Creating Calendar Integrations in Cisco Unity Connection 8.0" chapter of the System Administration Guide.

25. Connection 8.0 Only—If any users will use text to speech to access their Exchange email messages: Configure access to Exchange. See the "Configuring Text-to-Speech Access to Exchange Emails in Cisco Unity Connection 8.0" chapter of the System Administration Guide.

26. If any users will have access to the SpeechView voice message transcription feature: Configure the transcription service. See the "Configuring Transcription (SpeechView) in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

27. If any 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 in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

28. 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 in Cisco Unity Connection 8.x" chapter of the User Moves, Adds, and Changes Guide.

For Cisco Unified Mobile Communicator, see the "Creating a Cisco Unified Mobility Advantage Integration with Cisco Unity Connection 8.x" 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.

29. If any users will have access to faxes: Configure the Cisco Fax Server integration. See the "Creating a Cisco Fax Server Integration with Cisco Unity Connection 8.x" chapter of the System Administration Guide.

30. 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 in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

31. 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 in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

32. 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 in Cisco Unity Connection 8.x" and "Setting Up Features and Functionality That Are Controlled by Class of Service in Cisco Unity Connection 8.x" chapters of the User Moves, Adds, and Changes Guide.

Part 8: Setting Up VPIM Networking

33. Set up VPIM Networking, if applicable. See the "Using VPIM Networking in Cisco Unity Connection 8.x" chapter of the Networking Guide for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html.

Part 9: Setting Up User Workstations

Most 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/8x/user_setup/guide/8xcucuwsx.html, except where noted.

34. Set up access to the Cisco PCA. See the "Setting Up Access to the Cisco Personal Communications Assistant in Cisco Unity Connection 8.x" chapter.

35. Set up Media Master playback and recording devices. See the "Setting Up Playback and Recording Devices for the Media Master in Cisco Unity Connection 8.x" chapter.

36. Set up ViewMail for Outlook. See the applicable documentation:

For Cisco ViewMail for Microsoft Outlook 8.5 and later, see the applicable Release Notes for Cisco ViewMail for Microsoft Outlook at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

For Cisco Unity Connection ViewMail for Microsoft Outlook 8.0, see the "Setting Up ViewMail for Outlook in Cisco Unity Connection 8.x" section in the "Configuring an Email Account to Access Cisco Unity Connection 8.x Voice Messages" chapter of the User Workstation Setup Guide.

37. Set up Cisco Unity Connection ViewMail for IBM Lotus Notes. See the applicable 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.

38. Set up IMAP email accounts to access Connection voice messages. See the "Configuring an Email Account to Access Cisco Unity Connection 8.x Voice Messages" chapter.

39. 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

40. 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

41. Train users, operators, and support desk personnel to use the Connection features in Cisco Unified CMBE. See the "User Orientation in Cisco Unity Connection 8.x" and "Operator and Support Desk Orientation in Cisco Unity Connection 8.x" chapters of the User Workstation User Setup Guide.