Upgrade Guide for Cisco Unity Connection Release 8.x
Upgrading Cisco Unity Connection 7.x through 8.5 to the Shipping 8.6 Version
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Table of Contents

Upgrading Cisco Unity Connection 7.x, 8.0, or 8.5 to the Shipping 8.6 Version

About Upgrades to Unity Connection 8.6

Status of Unity Connection Features During an Upgrade from Unity Connection7.x, 8.0, or 8.5 to Unity Connection8.6

Features You Must Reconfigure When You Upgrade from Unity Connection8.0 or Earlier

Duration of an Upgrade to Unity Connection 8.6

Task List for Upgrading Single Unity Connection Server 7.x, 8.0, or 8.5 Software to the Shipping 8.6 Version

Task List for Upgrading Unity Connection Cluster7.x, 8.0, or 8.5 Software to the Shipping 8.6 Version

Installing Cisco Option Package Required to Upgrade from Unity Connection7.x, 8.0, or 8.5 to the Shipping 8.6 Version

About Upgrades to Unity Connection 8.6

Note the following considerations about upgrading a Unity Connection server to version 8.6:

  • If you have never upgraded the Unity Connection server before, the upgrade copies the new version to an empty partition.
  • If you have upgraded the Unity Connection server before, the upgrade copies the new version to the inactive partition, which usually contains a version of Unity Connection older than the version that is running on the active partition. (If you previously upgraded to a later version and then reverted to the older version, the inactive partition includes a version of Unity Connection later than the version that is currently running.) The software that was on the inactive partition before you started the upgrade is overwritten.
  • Depending on your current version, you may be required to upgrade twice to reach the desired version. In that case, the current version is no longer available when the upgrade is complete because the partition that contains the current version will be overwritten by the second upgrade.
  • If you are upgrading a Cisco MCS 7825-H3 server (or the equivalent HP DL320G5), Unity Connection must reformat the hard disk to convert from hardware-based RAID to software-based RAID. When the upgrade is complete, only the latest version of Unity Connection will be available on the hard disk.
  • While upgrading an MCS 7825-H3 or HP DL320G5 server, Unity Connection saves data and voice messages to an external drive. You must have a 128 GB or larger USB flash drive or external hard disk to perform the upgrade for these servers.

Note OVA requirement for Unity Connection 8.6(2) varies from the earlier versions of Unity Connection. Make sure that you have appropriate OVA supported for Unity Connection 8.6(2) version. For more information, refer to the Cisco Unity Connection 8.x Supported Platforms List at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.html.


Status of Unity Connection Features During an Upgrade from Unity Connection 7.x, 8.0, or 8.5 to Unity Connection 8.6

During an upgrade from Unity Connection 7.x, 8.0, or 8.5 to Unity Connection 8.6, if you do not have a cluster, Unity Connection is completely disabled for the entire duration of the upgrade.

If you are upgrading a cluster, the upgrade starts on the publisher server. Unity Connection functionality on the publisher server is completely disabled for the entire duration of the upgrade. Note the following about the functionality that is available on the subscriber server while the publisher server is being upgraded:

  • If the phone system is routing calls to the subscriber server, outside callers and Unity Connection users can leave voice messages, but the messages are not immediately delivered to user mailboxes.
  • Unity Connection users can use the telephone user interface (touchtone conversation) to listen to messages that are left before you start the upgrade. However, users cannot listen to messages that are left during the upgrade, and Unity Connection will not always retain the status of messages. For example, if a user plays a voice message during the upgrade, the message may be marked as new again after the upgrade. If a user deletes a message, the message may reappear after the upgrade.
  • Unity Connection users cannot access Unity Connection using graphical user interfaces, for example, ViewMail for Outlook, Web Inbox, or IMAP email applications.
  • If Unity Connection users use the touchtone conversation to change their user preferences or other settings during the upgrade, their changes will probably be lost. (There are brief periods during the upgrade when changes are saved, but identifying those periods is difficult at best.)
  • Cisco Unified Operating System Administration is available, but other administration user interfaces, for example, Connection Administration and Cisco Unity Connection Serviceability, are not available. In addition, custom administration interfaces that were developed by using the Unity Connection administration API are not available.
  • Intrasite and intersite networking is disabled for the duration of the upgrade. Directory changes made on other nodes in the network are not replicated to the server or cluster that you are upgrading until after the upgrade is complete.

When the upgrade of the publisher server is complete, full functionality is restored on the publisher server.

When you start the upgrade on the subscriber server in a cluster:

  • Messages that were left on the subscriber server are copied to the publisher server, and the publisher server begins to deliver the messages to user mailboxes.
  • Unity Connection functionality on the subscriber server is completely disabled for the entire duration of the upgrade.

While the subscriber server is being upgraded, messages that are left on the publisher server are delivered to user mailboxes on the publisher server. When the upgrade of the subscriber server is complete, the messages are replicated to the subscriber server and are delivered to user mailboxes on the subscriber server. If single inbox is configured, messages are synchronized to Exchange after they are delivered to user mailboxes. If a large number of messages were left during the upgrade, there may be a significant delay before message delivery, replication, and synchronization with Exchange are complete.

Features You Must Reconfigure When You Upgrade from Unity Connection 8.0 or Earlier

Unity Connection 8.5 included enhancements to the following features, which are now among the features in Unity Connection unified messaging:

  • Accessing Exchange email by using text to speech.
  • Accessing Exchange calendars by phone, which allows you to hear a list of upcoming meetings, send a message to the meeting organizer or the meeting participants, and so on.
  • Importing Exchange contacts, which can be used in Unity Connection personal call transfer rules and when users place outgoing calls by using voice commands.

If you are upgrading from Unity Connection 8.0 or earlier and if Unity Connection is accessing Exchange email, calendars, or contacts, the features stop working until you reconfigure them. The task list tells you when in the upgrade process to reconfigure these features.

Duration of an Upgrade to Unity Connection 8.6

Part of an upgrade to Unity Connection 8.6 is a major upgrade to the Linux operating system on the Unity Connection server, which significantly slows the upgrade process. Under ideal conditions, upgrading a non-clustered Unity Connection server will take four hours or longer. Under less than ideal conditions, for example, if you are upgrading from a network drive over a slow network connection, an upgrade could take several hours longer. Upgrading both servers in a cluster will take roughly twice as long as upgrading a non-clustered server.

In addition, if you are upgrading Unity Connection on a Cisco MCS 7825-H3 server (or the equivalent HP DL320G5), the upgrade also converts from hardware-based RAID to software-based RAID, which requires copying Unity Connection data and voice messages to an external drive. Under ideal conditions, upgrading a non-clustered 7825-H3 server will take six hours or longer, and upgrading a cluster that includes two 7825-H3 servers will take roughly twice that long.

You can reduce the duration of an upgrade by having users delete old voice messages and empty their Unity Connection deleted items folder a few days before you start the upgrade. Deleting voice messages reduces the duration of all upgrades by at least a little bit because it reduces the amount of data that is exported. Deleting messages potentially has a much larger effect on the MCS 7825-H3 and HP DL320G5 servers because the messages themselves are being exported, not just data about the messages.


Note By default, when users delete Unity Connection voice messages, the messages are moved to the Unity Connection deleted items folder, which is also exported during the upgrade. (Messages are moved to the deleted items folder regardless of how the users deleted the messages, for example, the telephone user interface, the Cisco Unity Inbox, or an email application when IMAP access to Unity Connection is configured.) If Unity Connection is configured to move deleted messages to the deleted items folder, users must delete messages and also empty their Unity Connection deleted items folder to reduce the number of messages that are exported during the upgrade.


Task List for Upgrading Single Unity Connection Server 7.x, 8.0, or 8.5 Software to the Shipping 8.6 Version

Do the following tasks to upgrade an existing Unity Connection 7.x, 8.0, or 8.5 server to the shipping 8.6 version when no Unity Connection cluster is configured.

1. If you are upgrading Unity Connection on a Cisco MCS 7825-H3 server or the equivalent HP DL320G5: Confirm that you have a 128 GB or larger USB flash drive or external hard disk.

During the upgrade, disk drives in the Unity Connection server are converted from hardware-based RAID to software-based RAID. Before the RAID conversion, the USB drive is reformatted, and data and voice messages on the Unity Connection server are copied to the drive. After the RAID reconfiguration, data and voice messages are copied back to the disk drives in the Unity Connection server.


Caution Do not use a USB drive that contains data that you want to keep. During the upgrade, the USB drive is reformatted, and all existing data on the drive is destroyed.

2. Review the list of features that are disabled or that have limited functionality during the upgrade. See the “Status of Unity Connection Features During an Upgrade from Unity Connection 7.x, 8.0, or 8.5 to Unity Connection 8.6” section.

3. Review the list of features that stop working until you reconfigure them. See the “Features You Must Reconfigure When You Upgrade from Unity Connection 8.0 or Earlier” section.

4. If you are enabling FIPS mode and if any Unity Connection user accounts were migrated from Cisco Unity: Review the discussion of telephone user interface (touchtone conversation) PINs that are not FIPS compliant and that can prevent users from signing in to the touchtone conversation . See the Enabling FIPS Mode for Users Migrated from Cisco Unity section.

5. Review the applicable Cisco Unity Connection 8.x Supported Platforms List to determine:

  • Whether the current Unity Connection server is supported for Unity Connection 8.6.
  • If the current Unity Connection server is supported, whether it requires replacement hard disks.
  • If the current Unity Connection server is supported, whether it requires additional memory.

The document is available at http://www.cisco.com/en/US/products/ps6509/products_data_sheets_list.html .

If the server is no longer supported, replace it before you obtain license files, which are tied to the MAC address of the server.

If you are also migrating Unity Connection from a physical server to a virtual machine, migrate to the virtual machine before you upgrade. License files for Unity Connection when installed on a virtual machine are different from license files for Unity Connection when installed on a physical machine.

6. See the applicable version of Release Notes for Cisco Unity Connection for any additional information on upgrading to the shipping version. In particular, note the items in the “Installation and Upgrade Information” section. Release notes are available at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .

7. If you are upgrading from Unity Connection 7.x: Obtain the license files for the upgrade to Unity Connection 8.x. Do not install them now; you do so later in the upgrade process. See the “Managing Licenses in Cisco Unity Connection 8.x” chapter of the System Administration Guide for Cisco Unity Connection , Release 8.x, at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx/8xcucsag310.html .


Note Upgrading from Unity Connection 8.0 or 8.5 to Unity Connection 8.6 does not require a new license file.


8. Confirm that you have the software required for the upgrade. Note the following:

  • You must download the ciscocm.refresh_upgrade.cop (Cisco Option Package) file from Cisco.com. The .cop file patches your current version of Unity Connection, which is required before you can upgrade to Unity Connection 8.6. For information on downloading the .cop file from Cisco.com, see the “Installation and Upgrade Information” section of the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .
  • If you are replacing the Unity Connection server and the server is currently running Unity Connection 7.0(1) through 7.1(2), you will also need Unity Connection 7.1(3) software. However, not all Unity Connection 7.x versions earlier than 7.1(3) can be directly upgraded to Unity Connection 7.1(3), so you may also need software for an intermediate version that can be upgraded directly to Unity Connection 7.1(3). For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

Note For 7.x and later versions, Cisco Unified CM and Cisco Unity Connection version numbers are identical.


Unity Connection 7.1(3) software is required for two reasons. First, some older servers are not supported for use with Unity Connection 8.x, and an attempt to install or upgrade to Unity Connection 8.x on these older servers will fail. In addition, Unity Connection software earlier than version 7.1(3) does not include the drivers required by the new servers. This means you cannot install Unity Connection earlier than version 7.1(3) on a new server, move data to the new server by using the Disaster Recovery System, and then upgrade the new server to Unity Connection 8.x.

  • If you are replacing the Unity Connection server or replacing hard disks in the server, you must order physical DVDs because the software that you download from Cisco.com cannot be used for a new install.
  • If you are not replacing the server or replacing hard disks in the server, you can download the software for the upgrade from Cisco.com. For information on downloading the software from Cisco.com, see the “Installation and Upgrade Information” section of the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .

If you are not replacing the server or the hard disks in the server, you may still need software for an upgrade to an intermediate version before you can upgrade to Unity Connection 8.6. For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

9. If the Unity Connection server has languages other than English-United States installed and you want to continue using the languages : Download the applicable Unity Connection 8.6 language files. See the “Downloading Unity Connection Language Files” section.


Caution When languages other than English-United States are installed and in use on the Unity Connection server, you must install the Unity Connection 8.6 versions of the same languages later during the upgrade. Otherwise, the Unity Connection conversation will not function properly for all users.

10. If an intermediate upgrade is required as described in Task 8.: Upgrade Unity Connection as necessary. For information on how to upgrade from Unity Connection 7.x to a later version of Unity Connection 7.x, see the “Upgrading Cisco Unity Connection 7.x to the Shipping 7.x Version” chapter in the Upgrade Guide for Cisco Unity Connection Release 7.x at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/7x/upgrade/guide/7xcucrugx/7xcucrug009.html .

Do not install the Unity Connection 8.x license files on the Unity Connection 7.x server.


Caution If the intermediate upgrade includes a major-version upgrade (for example, from 2.x to 7.x), you must complete the upgrade to Unity Connection 8.6 before Unity Connection will function again. When you obtain license files for the upgrade, Cisco sends you only 8.x license files, which cannot be used on intermediate versions.

11. If you are upgrading from Unity Connection 7.x, you are using the current server for Unity Connection 8.6, and you are replacing hard disks and/or adding memory:

a. Back up the server by using the Disaster Recovery System. You will use this backup to restore data on the replacement hard disks. For more information, see the Disaster Recovery System Administration Guide for Cisco Unity Connection Release 7.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/drs_administration/guide/7xcucdrsag.html .

b. Replace the hard disks and/or add memory. See the “Installing a Memory Upgrade or Replacing All Hard Disks to Support Unity Connection 8.6 (Selected Servers Only)” section.

c. Reinstall the version of Unity Connection that was installed when you backed up the server in Task 11.a. See the Installation Guide for Cisco Unity Connection Release 7.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/7x/installation/guide/7xcucigx.html .

d. Restore data on the server by using the DRS backup that you made in Task 11.a.

e. Skip to Task 14.

12. If you are upgrading from Unity Connection 7.x and replacing the Unity Connection server: Replace the server. See the “Replacing a Single 7.x Server Without a Unity Connection Cluster” section in the “Replacing Cisco Unity Connection 7.x Servers” chapter in the Upgrade Guide for Cisco Unity Connection Release 7.x at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/7x/upgrade/guide/7xcucrugx/7xcucrug040.html#wp1051909 .

13. If you do not have a backup from replacing hard disks or replacing the server: Back up the server using the Disaster Recovery System. For more information, see the applicable Disaster Recovery System Administration Guide for Cisco Unity Connection , Release 8.x, at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/8x/drs_administration/guide/8xcucdrsag.html .


Caution If you are upgrading Unity Connection on a Cisco MCS 7825-H3 server or the equivalent HP DL320G5, you cannot use the revert feature to revert to a previous version after you have upgraded to Unity Connection 8.6. If you want to revert to a previous version, you must install that version and then restore data from a DRS backup.

14. On the Unity Connection server, install the Cisco Option Package that is required for the upgrade to Unity Connection 8.6. (This is the Cisco Option Package that you downloaded in Task 8.) See the “Installing Cisco Option Package Required to Upgrade from Unity Connection 7.x, 8.0, or 8.5 to the Shipping 8.6 Version” section.

15. If Unity Connection is running on a Cisco MCS 7825-H3 server or HP DL320G5 server: Connect a 128-GB or larger USB flash drive or external hard disk to the Unity Connection server.


Caution Do not use a USB drive that contains data that you want to keep. During the upgrade, the USB drive is reformatted, and all existing data on the drive is destroyed.

16. Upgrade the Unity Connection software. See the applicable section:

17. If you are upgrading from Unity Connection 7.x: Install the license files that you obtained in Task 7. See the “Managing Licenses in Cisco Unity Connection 8.x” chapter of the System Administration Guide for Cisco Unity Connection at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx/8xcucsag310.html .

18. Install Unity Connection 8.6 languages, if applicable. See the “Installing Unity Connection Language Files” section.

If you are installing Japanese and you want Cisco Unity Connection Administration to be localized, you must also install the Cisco Unified Communications Manager Japanese user 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 .

If you are installing other languages and you want the Cisco Personal Communications Assistant to be localized, you must also install the corresponding Cisco Unified Communications Manager user locales. 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 .

19. If you are upgrading from Unity Connection 7.x or 8.0 to Unity Connection 8.6 or later, and if any of the following are true: Configure unified messaging, or review and update unified messaging settings, as applicable.

You were using text to speech to access Exchange email before the upgrade.

You were accessing Exchange calendars by phone before the upgrade.

You were using Exchange contacts for personal call transfer rules or voice commands before the upgrade.

You were accessing MeetingPlace calendars before the upgrade.

You want to synchronize Unity Connection and Exchange mailboxes (single inbox).

For more information, see the applicable chapters in the Unified Messaging Guide for Cisco Unity Connection Release 8.5 and Later at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/unified_messaging/guide/85xcucumgx.html .

Note the following:

External services in Unity Connection 7.x or 8.0 are converted to unified messaging services. The unified messaging services are enabled, but the default settings may not be the ideal settings for your Active Directory and Exchange configuration.

Unity Connection 8.5 no longer uses user passwords that are stored in the Unity Connection database to access Exchange. Instead, Unity Connection accesses Exchange through one or more unified messaging accounts that you create in Active Directory.

20. If you configured single inbox in Task 19. and you want full single-inbox functionality: Do the following tasks:

a. If Outlook on user workstations is currently configured to access Unity Connection voice messages via IMAP, delete the IMAP profile from Outlook.

b. Install or upgrade to Cisco Unity Connection ViewMail for Microsoft Outlook Release 8.5 on user workstations, and configure ViewMail to access Unity Connection voice messages in Exchange.

Task List for Upgrading Unity Connection Cluster 7.x, 8.0, or 8.5 Software to the Shipping 8.6 Version

Revised August 18, 2011

Do the following tasks to upgrade the publisher and subscriber servers in a Unity Connection 7.x, 8.0, or 8.5 cluster to the shipping Unity Connection 8.6 version.

1. If one or both of the servers in the Unity Connection cluster are Cisco MCS 7825-H3 servers or the equivalent HP DL320G5: Confirm that you have a 128 GB or larger USB flash drive or external hard disk.

During the upgrade, disk drives in MCS 7825-H3 or HP DL320 G5 servers are converted from hardware-based RAID to software-based RAID. Before the RAID conversion, the USB drive is reformatted, and data and voice messages on the Unity Connection server are copied to the drive. After the RAID reconfiguration, data and voice messages are copied back to the disk drives in the Unity Connection server.


Caution Do not use a USB drive that contains data that you want to keep. During the upgrade, the USB drive is reformatted, and all existing data on the drive is destroyed.

2. If you are upgrading to Unity Connection 8.6: Confirm the status of publisher and subscriber servers as active. To confirm the server status, navigate to Cisco Unity Connection Serviceability> Tools> Cluster Management. In addition, you need to confirm the running state of database replication, run the CLI command show cuc cluster status . For more information, see the applicable section in the Command Line Interface Reference Guide for Cisco Unified Communications Solutions at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html

Note the following:

The status of publisher server should be primary and subscriber server should be secondary.

You should always upgrade the publisher server first, and then the subscriber server.

3. Review the list of features that are disabled or that have limited functionality during the upgrade. See the “Status of Unity Connection Features During an Upgrade from Unity Connection 7.x, 8.0, or 8.5 to Unity Connection 8.6” section.

4. Review the list of features that stop working until you reconfigure them. See the “Features You Must Reconfigure When You Upgrade from Unity Connection 8.0 or Earlier” section.

5. If you are enabling FIPS mode and if any Unity Connection user accounts were migrated from Cisco Unity: Review the discussion of telephone user interface (touchtone conversation) PINs that are not FIPS compliant and that can prevent users from signing in to the touchtone conversation. See the “Enabling FIPS Mode for Users Migrated from Cisco Unity” section.

6. Review the Cisco Unity Connection 8.x Supported Platforms List to determine:

  • Whether the current Unity Connection server is supported for Unity Connection 8.6.
  • If the current Unity Connection servers are supported, whether they require replacement hard disks.
  • If the current Unity Connection servers are supported, whether you are adding a feature that requires additional memory.

The document is available at http://www.cisco.com/en/US/products/ps6509/products_data_sheets_list.html .

If the servers are no longer supported, replace them before you obtain license files, which are tied to the MAC address of the server.

7. See the applicable version of Release Notes for Cisco Unity Connection for any additional information on upgrading to the shipping version. In particular, note the items in the “Installation and Upgrade Information” section. Release notes are available at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .

8. If you are upgrading from Unity Connection 7.x: Obtain the license files for the upgrade to Unity Connection 8.x. Do not install them now; you do so later in the upgrade process. See the “Managing Licenses in Cisco Unity Connection 8.x” chapter of the System Administration Guide for Cisco Unity Connection at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx/8xcucsag310.html .


Note Upgrading from Unity Connection 8.0 or 8.5 to Unity Connection 8.6 does not require a new license file.


9. Confirm that you have the software required for the upgrade. Note the following:

  • You must download the ciscocm.refresh_upgrade.cop (Cisco Option Package) file from Cisco.com. Install the a.cop file on both Publisher and Subscriber before upgrading to Connection 8.6.The .cop file patches your current version of Unity Connection, which is required before you can upgrade to Unity Connection 8.6. For information on downloading the .cop file from Cisco.com, see the “Installation and Upgrade Information” section of the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .
  • If you are replacing Unity Connection servers and the servers are currently running Unity Connection 7.0(1) through 7.1(2), you will also need Unity Connection 7.1(3) software. However, not all Unity Connection 7.x versions earlier than 7.1(3) can be directly upgraded to Unity Connection 7.1(3), so you may also need software for an intermediate version that can be upgraded directly to Unity Connection 7.1(3). For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

Note For 7.x and later versions, Cisco Unified CM and Cisco Unity Connection version numbers are identical.


Unity Connection 7.1(3) software is required for two reasons. First, some older servers are not supported for use with Unity Connection 8.x, and an attempt to install or upgrade to Unity Connection 8.x on these older servers will fail. In addition, Unity Connection software earlier than version 7.1(3) does not include the drivers required by the new servers. This prevents you from installing Unity Connection earlier than version 7.1(3) on a new server, moving data to the new server by using the Disaster Recovery System, and then upgrading the new server to Unity Connection 8.x.

  • If you are replacing the Unity Connection server or replacing hard disks in the server, you must order physical DVDs because the software that you download from Cisco.com cannot be used for a new install.
  • If you are not replacing the server or replacing hard disks in the server, you can download the software for the upgrade from Cisco.com. For information on downloading the software from Cisco.com, see the “Installation and Upgrade Information” section of the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .
  • If you are not replacing the servers, you may still need software for an upgrade to an intermediate version before you can upgrade to Unity Connection 8.6. For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

10. If the Unity Connection server has languages other than English-United States installed and you want to continue using the languages : Download the applicable Unity Connection 8.6 language files. See the “Downloading Unity Connection Language Files” section.


Caution If languages other than English-United States are installed and in use on the Unity Connection server, you must install the Unity Connection 8.6 versions of the same languages later during the upgrade. Otherwise, the Unity Connection conversation will not function properly for all users.

11. If an intermediate upgrade is required as described in Task 9.: Upgrade Unity Connection as necessary. For information on how to upgrade from Unity Connection 7.x to a later version of Unity Connection 7.x, see the “Upgrading Cisco Unity Connection 7.x to the Shipping 7.x Version” chapter in the Upgrade Guide for Cisco Unity Connection Release 7.x at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/7x/upgrade/guide/7xcucrugx/7xcucrug009.html.

Do not install the Unity Connection 8.x license files on the Unity Connection 7.x servers.


Caution If the intermediate upgrade includes a major-version upgrade (for example, from 2.x to 7.x), you must complete the upgrade to Unity Connection 8.6 before Unity Connection will function again. When you obtain license files for the upgrade, Cisco sends you only 8.x license files, which cannot be used on intermediate versions.

12. If you are upgrading from Unity Connection 7.x, you are using the current servers for Unity Connection 8.6, and you are either replacing one or both servers or replacing hard disks in one or both servers: Replace the servers or replace hard disks in the servers. See the applicable section in the “Replacing Cisco Unity Connection 7.x Servers or Hard Disks” chapter of the Upgrade Guide for Cisco Unity Connection Release 7.x at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/7x/upgrade/guide/7xcucrugx/7xcucrug040.html .


Caution If you are replacing hard disks, do not use the “Installing a Memory Upgrade or Replacing All Hard Disks to Support Unity Connection 8.6 (Selected Servers Only)” section of this chapter, which does not account for issues related to a cluster.

13. If you are upgrading from Unity Connection 7.x and you are adding memory to the current Unity Connection server: See the “Installing a Memory Upgrade or Replacing All Hard Disks to Support Unity Connection 8.6 (Selected Servers Only)” section.

14. If you do not have a backup from replacing hard disks or replacing the server: Back up the publisher server using the Disaster Recovery System. For more information, see the applicable Disaster Recovery System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html .


Caution If you are upgrading Unity Connection on Cisco MCS 7825-H3 servers or the equivalent HP DL320G5, you cannot use the revert feature to revert to a previous version after you have upgraded to Unity Connection 8.6. If you want to revert to a previous version, you must install that version and then restore data from a DRS backup.

15. On the publisher server, install the Cisco Option Package that is required for the upgrade to Unity Connection 8.6. (This is the Cisco Option Package that you downloaded in Task 9.) See the “Installing Cisco Option Package Required to Upgrade from Unity Connection 7.x, 8.0, or 8.5 to the Shipping 8.6 Version” section.

16. If the publisher server is a Cisco MCS 7825-H3 server or HP DL320G5 server: Connect a 128-GB or larger USB flash drive or external hard disk to the publisher server.


Caution Do not use a USB drive that contains data that you want to keep. During the upgrade, the USB drive is reformatted, and all existing data on the drive is destroyed.

17. Upgrade the Unity Connection software on the publisher server. See the applicable section:


Caution Do not start the upgrade on the subscriber server until after the upgrade of the publisher server is complete, or all Unity Connection functionality on both servers will be disabled until the upgrade of the publisher server completes. In addition, the upgrade of the subscriber server will fail, and you will have to upgrade the subscriber server again.

If the phone system is routing calls to the subscriber server, outside callers and Unity Connection users can leave voice messages, but the messages are not immediately delivered to user mailboxes.

18. If the subscriber server is a Cisco MCS 7825-H3 server or HP DL320G5 server: Connect a 128-GB or larger USB flash drive or external hard disk to the subscriber server.

If the publisher server was a Cisco MCS 7825-H3 server or HP DL320G5 server, you can use the same drive that you connected to the publisher server in Task 16.

19. Confirm that the publisher server is taking calls and delivering voice messages to users.

20. On the subscriber server, install the Cisco Option Package that is required for the upgrade to Unity Connection 8.6. (This is the Cisco Option Package that you downloaded in Task 9.) See the “Installing Cisco Option Package Required to Upgrade from Unity Connection 7.x, 8.0, or 8.5 to the Shipping 8.6 Version” section.

21. Upgrade the Unity Connection software on the subscriber server. See the applicable section:

If the phone system is routing calls to the publisher server, outside callers and Unity Connection users can leave voice messages. Messages are immediately delivered to user mailboxes.

22. If you are upgrading from Unity Connection 7.x: Install the license files that you obtained in Task 8. on the publisher and subscriber servers. See the “Managing Licenses in Cisco Unity Connection 8.x” chapter of the System Administration Guide for Cisco Unity Connection , Release 8.x, at http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx/8xcucsag310.html .

23. Install Unity Connection 8.6 languages, if applicable. See the “Installing Unity Connection Language Files” section.

Install languages on the publisher server first, then on the subscriber server.

If you are installing Japanese and you want Cisco Unity Connection Administration to be localized, you must also 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 .

If you are installing other languages and you want the Cisco Personal Communications Assistant to be localized, you must also install the corresponding Cisco Unified Communications Manager locales. 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 .

24. If you are upgrading from Unity Connection 7.x or 8.0 to Unity Connection 8.6 or later, and if any of the following are true: Configure unified messaging, or review and update unified messaging settings, as applicable.

You were using text to speech to access Exchange email before the upgrade.

You were accessing Exchange calendars by phone before the upgrade.

You were using Exchange contacts for personal call transfer rules or voice commands before the upgrade.

You were accessing MeetingPlace calendars before the upgrade.

You want to synchronize Unity Connection and Exchange mailboxes (single inbox).

For more information, see the applicable chapters in the Unified Messaging Guide for Cisco Unity Connection Release 8.5 and Later at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/unified_messaging/guide/85xcucumgx.html .

Note the following:

External services in Unity Connection 7.x or 8.0 are converted to unified messaging services. The unified messaging services are enabled, but the default settings may not be the ideal settings for your Active Directory and Exchange configuration.

Unity Connection 8.5 no longer uses user passwords that are stored in the Unity Connection database to access Exchange. Instead, Unity Connection accesses Exchange through one or more unified messaging accounts that you create in Active Directory.

25. If you configured single inbox in Task 24. and you want full single-inbox functionality: Do the following tasks:

a. If Outlook on user workstations is currently configured to access Unity Connection voice messages via IMAP, delete the IMAP profile from Outlook.

b. Install or upgrade to Cisco Unity Connection ViewMail for Microsoft Outlook Release 8.5 on user workstations, and configure ViewMail to access Unity Connection voice messages in Exchange.

Installing Cisco Option Package Required to Upgrade from Unity Connection 7.x, 8.0, or 8.5 to the Shipping 8.6 Version


Note • Installing the Cisco Option Package will temporarily affect access to Unity Connection administration applications and to the command-line interface.

Do the applicable procedure:

To Install, from a Local DVD, the Cisco Option Package Required to Upgrade from Unity Connection 7.x, 8.0, or 8.5 to the Shipping 8.6 Version


Step 1 Insert the DVD that contains the Cisco Option Package (.cop) file into the disc drive on the Cisco Unity Connection server.

Step 2 Sign in to Cisco Unified Operating System Administration.

If you are upgrading the subscriber server in a Unity Connection cluster, you can only access Cisco Unified Operating System Administration by browsing to:

http://<Unity Connection_servername>/cmplatform

Step 3 From the Software Upgrades menu, select Install/Upgrade .

Step 4 On the Software Installation/Upgrade page, in the Source field, select DVD/CD .

Step 5 In the Directory field, enter a forward slash ( / ).

Step 6 Select Next .

Step 7 Choose the software that you want to install, and select Next .

The .cop file is copied to the hard disk on Unity Connection server. When the file is copied, a screen displays the checksum value.

Step 8 Verify the checksum.

Step 9 Select Next to begin the installation.

During the installation, the value of the Status field is Running . When the installation is complete, the value of the Status field changes to Complete .

Note the following:

All command-line interface sessions are terminated automatically.

The Cisco Tomcat Service can take several minutes to restart automatically.

Step 10 Logout from the Cisco Unified Operating System Administration application to reflect the successful installation of the .cop file.

Step 11 Confirm the running state of Cisco Tomcat Service, run the CLI command utils service list . For more information, see the applicable section in the Command Line Interface Reference Guide for Cisco Unified Communications Solutions at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html


 

To Install, from a Network Location, the Cisco Option Package Required to Upgrade from Unity Connection 7.x, 8.0, or 8.5 to the Shipping 8.6 Version


Step 1 Copy the Cisco Option Package (.cop) file on an FTP or SFTP server that the Cisco Unity Connection server can access.

Step 2 Sign in to Cisco Unified Operating System Administration.

If you are upgrading the subscriber server in a Unity Connection cluster, you can only access Cisco Unified Operating System Administration by browsing to:

http://<Unity Connection_servername>/cmplatform

Step 3 From the Software Upgrades menu, select Install/Upgrade .

Step 4 On the Software Installation/Upgrade page, in the Source field, select Remote Filesystem .

Step 5 In the Directory field, enter the path to the folder that contains the .cop file.

If the .cop file is located on a Linux or Unix server, you must enter a forward slash (/) at the beginning of the folder path. (For example, if the .cop file is in the cop folder, you must enter /cop .)

If the .cop file is located on a Windows server, you must use the applicable syntax for an FTP or SFTP server such as:

    • The path must begin with a forward slash (/) and contain forward slashes throughout instead of backward slashes (\).
    • The path must start from the FTP or SFTP root folder on the server and must not include a Windows absolute path, which starts with a drive letter (for example, C:).

Step 6 In the Server field, enter the server name or IP address.

Step 7 In the User Name field, enter the alias that will be used to sign in to the remote server.

Step 8 In the User Password field, enter the password that will be used to sign in to the remote server.

Step 9 In the Transfer Protocol field, select the applicable transfer protocol.

Step 10 Select Next .

Step 11 Choose the software that you want to install, and select Next .

The .cop file is copied to the hard disk on Unity Connection server. When the file is copied, a screen displays the checksum value.

Step 12 Verify the checksum.

Step 13 Select Next to begin the installation.

During the installation, the value of the Status field is Running . When the installation is complete, the value of the Status field changes to Complete .
Note the following:

All command-line interface sessions are terminated automatically.

The Cisco Tomcat Service can take several minutes to restart automatically.

Step 14 Logout from the Cisco Unified Operating System Administration application to reflect the successful installation of the .cop file.

Step 15 Confirm the running state of Cisco Tomcat Service, run the CLI command utils service list . For more information, see the applicable section in the Command Line Interface Reference Guide for Cisco Unified Communications Solutions at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html