Installation Guide for Cisco Unity Connection Release 9.x
Overview of Mandatory Tasks for Installing a Cisco Unity Connection 9.x System
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Overview of Mandatory Tasks for Installing a Cisco Unity Connection 9.x System

Table Of Contents

Overview of Mandatory Tasks for Installing a Cisco Unity Connection 9.x System

Task List for Installing a Cisco Unity Connection 9.x System (Without a Connection Cluster)

Part 1: Installing and Configuring the Cisco Unity Connection Server

Part 2: Setting Up Administrator Workstations

Part 3: Setting Up the Phone System Integration

Part 4: Populating the System with User and Call Management Data

Part 5: Configuring the System for Features

Part 6: Setting Up Networking

Part 7: Setting Up User Workstations

Part 8: Backing Up Cisco Unity Connection Data

Part 9: Training

Task List for Installing a Cisco Unity Connection 9.x System with a Connection Cluster Configured

Part 1: Installing and Configuring the Connection Publisher Server

Part 2: Setting Up Administrator Workstations

Part 3: Configuring the Cluster, and Installing and Configuring the Connection Subscriber Server

Part 4: Setting Up the Phone System Integration

Part 5: Populating the System with User and Call Management Data

Part 6: Configuring the System for Features

Part 7: Setting Up Networking

Part 8: Setting Up User Workstations

Part 9: Backing Up Cisco Unity Connection Data

Part 10: Training


Overview of Mandatory Tasks for Installing a Cisco Unity Connection 9.x System


This chapter contains two task lists. Use the applicable task list, depending on whether you are configuring a Cisco Unity Connection cluster or not:

Task List for Installing a Cisco Unity Connection 9.x System (Without a Connection Cluster)

Task List for Installing a Cisco Unity Connection 9.x System with a Connection Cluster Configured


Note When you install Connection 9.x in a standalone configuration, the ELM server also gets installed on the same system. Similarly, in a co-resident configuration, the ELM server gets installed with the Connection 9.x and call manger on the same system. The username and password for the ELM server is same as the username and password of Cisco Unity Connection Administration. For more information on the ELM server, refer to ELM user guide at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/elmuserguide/9_0_1/CUCM_BK_E596FD72_00_enterprise-license-manager-user-90.html.


Task List for Installing a Cisco Unity Connection 9.x System (Without a Connection Cluster)


Note If you are planning to configure a Connection cluster, see the "Task List for Installing a Cisco Unity Connection 9.x System with a Connection Cluster Configured" section instead.


Use the high-level task list in this section to install the Cisco Unity Connection 9.x system correctly, without a Connection cluster. The tasks reference detailed instructions in the Installation Guide for Cisco Unity Connection and in other Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.


Note If you are installing Connection 9.x as part of Cisco Unified Communications Manager Business Edition 6000, all content in the Connection 9.x documentation set applies to Business Edition 6000 except the following:

Content that references Connection version 9.x only.

Content that references Cisco Unified Communications Manager Business Edition only. (The content applies only to Business Edition version 9.x and to Business Edition 5000 versions 9.x.)


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

The list is divided into nine parts:

Part 1: Installing and Configuring the Cisco Unity Connection Server

Part 2: Setting Up Administrator Workstations

Part 3: Setting Up the Phone System Integration

Part 4: Populating the System with User and Call Management Data

Part 5: Configuring the System for Features

Part 6: Setting Up Networking

Part 7: Setting Up User Workstations

Part 8: Backing Up Cisco Unity Connection Data

Part 9: Training

If you are using networking to connect multiple Connection servers, do the tasks in Part 1 and Parts 3 through 5 on all of the servers first, then continue with Part 6 and the remainder of the list. (You need to do the tasks in Part 2 only once.)

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: Installing and Configuring the Cisco Unity Connection Server

Revised June 27, 2013

1. Verify the following requirements:

a. System requirements for the Cisco Unity Connection 9.x system. See System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.


Caution For selected servers and for selected Connection 9.x configurations, a memory upgrade and/or replacement hard disks may be required. To determine whether your server requires a memory upgrade and/or replacement hard disks, see the applicable server-specific table in the Cisco Unity Connection 9.x Supported Platforms List at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/supported_platforms/9xcucspl.html.

b. Requirements for integrating the phone system(s). See the "Requirements" section of the applicable Cisco Unity Connection integration guide(s) at http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html.

2. If you are using languages other than English-United States: Download the additional Connection language files for the installation. See the "Downloading Connection 9.x Language Files" section in the "Installing Additional Languages on the Cisco Unity Connection 9.x Server" chapter of this guide. (This task list alerts you when to install the language files later in the installation.)

3. If you are installing Connection on a virtual machine: In the Cisco Unity Connection 9.x Supported Platforms List, in the table of virtualization specifications, determine which VMware configuration you want to deploy on the Connection server, based on the maximum number of ports and the maximum number of users. Then make note of the VMware OVA template that corresponds with that configuration. The document is available at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/supported_platforms/9xcucspl.html.

4. If you are installing Connection on a virtual machine—optional: Download the VMware OVA template that you identified in Task 3. See the "Installing Cisco Unity Connection for the First Time on a Virtual Machine" section in the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

You can also manually configure virtualization; if you prefer that option, you do not need the OVA template.


Note Information on downloading a VMware OVA template appears in the Release Notes for Cisco Unity Connection for versions 9.x.


5. If you are installing Connection on a virtual machine: Provision the physical host on which the Connection virtual machine will be installed, according to the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.

6. If you are installing Connection on a virtual machine and you downloaded the VMware OVA template in Task 4.: Deploy the template, which creates a virtual machine and configures it.

If you are installing Connection on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the Connection server, and configure the virtual machine hardware properties to match the settings in the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.

7. If a memory upgrade and/or replacement hard disks are required: Upgrade memory and replace hard disks, as applicable. See the "Installing a Memory Upgrade or Replacing Hard Disks (Selected 9.x Servers Only)" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

8. If you are installing Connection on a virtual machine: In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

9. If you are installing Connection on a virtual machine:Be aware that when you mount an ISO file through the VM console, VMware does not eject the disc at the end of the install process.


Tip Always mount your DVD ISO file from the Edit Settings menu in VMware.


10. If you are installing Connection on a virtual machine: On the virtual machine, change the BIOS setting so the virtual machine boots first from the DVD virtual device, then from the virtual hard disk. See the "Changing the Boot Order of the Cisco Unity Connection 9.x Virtual Machine" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

11. Set up and configure the Cisco Unity Connection server. Begin with the "Version 9.x Installation Scenarios" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

12. If you are using languages other than English-United States: Install the additional Connection language files. See the "Installing Connection 9.x Language Files" section in the "Installing Additional Languages on the Cisco Unity Connection 9.x Server" chapter of this guide.

13. 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.


Note If you are installing Japanese language for Connection, then install, uc-locale-ja_JP-9.1.0.1-xx.cop.sgn, the default Japanese cop file. However, if you are installing Japanese language for Connection SRSV, then make sure to install, uc-locale-SRSV-ja_JP-9.1.0.1-xx.cop.sgn, the SRSV specific Japanese cop file.


14. If you want to install Cisco Unity Connection Survivable Remote Site Voicemail (SRSV) server: Run the CLI command utils cuc activate CUSRSV to convert standalone Connection server to Connection SRSV server.


Note The unrestricted version of Connection SRSV works only with the unrestricted version of Cisco Unity Connection (central) server.



Caution All manually added database entries are lost after running the above CLI command.

Warning After installing Connection SRSV, you can not revert to Connection.

15. 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 2: Setting Up Administrator Workstations

16. 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 9.x" chapter of the System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/administration/guide/9xcucsagx.html.

17. 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/ps6509/prod_maintenance_guides_list.html.

Part 3: Setting Up the Phone System Integration

18. Set up the integration between Cisco Unity Connection and the phone system(s). See the applicable Cisco Unity Connection integration guide(s) at http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html.

19. Store all of the software that was shipped with Cisco Unity Connection together in a location that is safe and can be readily accessed.

Part 4: Populating the System with User and Call Management Data

You do many of the tasks in Part 4 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 9.x" chapter of the System Administration Guide.)

The tasks in Part 4 reference chapters in the following guides, as noted:

System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/administration/guide/9xcucsagx.html.

User Moves, Adds, and Changes Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/user_mac/guide/9xcucmacx.html.

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

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

a. Call management. See the "Call Management Overview in Cisco Unity Connection 9.x" and "Creating a Call Management Plan in Cisco Unity Connection 9.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 9.x Conversation" and "Custom Keypad Mapping Tool in Cisco Unity Connection 9.x" chapters of the System Administration Guide.

c. User and administrator accounts, templates, classes of service, and roles. See the "Introduction to Cisco Unity Connection 9.x Users and Contacts" and "Preparing to Add User Accounts in Cisco Unity Connection 9.x" chapters of the User Moves, Adds, and Changes Guide.

22. Develop a system plan:

a. Identify business and nonbusiness hours, and holidays. See the "Managing Schedules and Holidays in Cisco Unity Connection 9.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 9.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 9.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 9.x" chapter of the System Administration Guide.

e. Determine password and account lockout policies for phone and web-tool access, and the sign-in policy for web-tool access. See the "Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

f. Determine the number and types of administrator accounts that you need, and the roles to assign to the accounts. See the "Preparing to Add User Accounts in Cisco Unity Connection 9.x" chapter of the User Moves, Adds, and Changes Guide.

g. Determine the features that you will enable for users, and whether changes or new templates and classes of service are needed. See the "Preparing to Add User Accounts in Cisco Unity Connection 9.x" chapter of the User Moves, Adds, and Changes Guide.

h. 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 9.x" chapter of the System Administration Guide.   

i. 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 9.x" chapter of the System Administration Guide.

j. 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 9.x" chapter of the System Administration Guide.

23. 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 9.x" chapter of the System Administration Guide.

24. For the following defaults that you reviewed in Task 22., make changes or create new ones, as applicable:

a. Schedules. See the "Managing Schedules and Holidays in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

b. Partitions and search spaces. See the "Managing Partitions and Search Spaces in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

c. Restriction tables. See the "Managing Restriction Tables in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

d. Password, lockout, and sign-in policies. See the "Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

e. Classes of service. See the "Adding, Modifying, or Deleting a Class of Service in Cisco Unity Connection 9.x" chapter of the User Moves, Adds, and Changes Guide.

f. User templates. See the "Adding, Modifying, or Deleting a User Template in Cisco Unity Connection 9.x" chapter of the User Moves, Adds, and Changes Guide.

g. Mailbox size quotas. See the "Specifying Mailbox Size Quotas" section in the "Controlling the Size of Mailboxes in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

h. Message aging policy. See the "Changing the Message Aging Policy" section in the "Controlling the Size of Mailboxes in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

i. System distribution lists. See the "Managing System Distribution Lists in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

25. Test the system configuration:

a. Add a Connection user account to use as a test account. See the "Adding Cisco Unity Connection 9.x Accounts Individually" chapter of the User Moves, Adds, and Changes Guide.

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.

26. If you want to synchronize Connection user data with user data in an LDAP directory, configure Connection for integration with the LDAP directory. See the "Integrating Cisco Unity Connection 9.x with an LDAP Directory" chapter of the System Administration Guide.

27. Create administrator accounts. See the "Adding Cisco Unity Connection 9.x Accounts Individually" or "Creating Cisco Unity Connection 9.x User Accounts from LDAP User Data" chapter of the User Moves, Adds, and Changes Guide, as applicable.

28. Create user accounts. See the applicable chapter of the User Moves, Adds, and Changes Guide:

"Adding Cisco Unity Connection 9.x Accounts Individually"

"Managing User Accounts in Bulk in Cisco Unity Connection 9.x"

"Creating Multiple Cisco Unity Connection 9.x User Accounts from Cisco Unified Communications Manager Users"

"Creating Cisco Unity Connection 9.x User Accounts from LDAP User Data"

29. 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 9.x" chapter of the System Administration Guide.

30. Implement, then test the call management plan you mapped out in Task 22.b.:

a. Create call handlers. See the "Managing Call Handlers in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

b. Specify directory handler settings. See the "ManagingDirectory Handlers in Cisco Unity Connection 9.x"chapter of the System Administration Guide.

c. Create interview handlers. See the "Managing Interview Handlers in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

d. Set up call routing. See the "Managing Call Routing Tables in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

Part 5: Configuring the System for Features

Most tasks in Part 5 reference chapters in the following guides, as noted:

System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/administration/guide/9xcucsagx.html.

Unified Messaging Guide for Cisco Unity Connection Release 8.5 and Later at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/unified_messaging/guide/9xcucumgx.html.

User Moves, Adds, and Changes Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/user_mac/guide/9xcucmacx.html.

31. 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 9.x" chapter of the System Administration Guide.

32. 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 31., 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 9.x" chapter of the System Administration Guide.

33. 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.

34. 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 9.0" chapter of the System Administration Guide.

35. 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 9.0" chapter of the System Administration Guide.

36. 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 9.x" chapter of the System Administration Guide.

37. If any users will be using HTML, SMTP, or SMS message notification devices: Enable the system to send SMTP or SMS notification messages. See the "Setting Up HTML, SMTP, and SMS (SMPP) Message Notifications in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

38. 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 9.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 9.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.

39. 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 9.x" chapter of the System Administration Guide.

40. 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 9.x" chapter of the System Administration Guide.

41. 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 9.x" chapter of the System Administration Guide.

42. 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 9.x" and "Setting Up Features and Functionality That Are Controlled by Class of Service in Cisco Unity Connection 9.x" chapters of the User Moves, Adds, and Changes Guide.

Part 6: Setting Up Networking

43. Set up networking, if applicable. See the "Overview of Networking Concepts in Cisco Unity Connection 9.x" chapter of the Networking Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/networking/guide/9xcucnetx.html.

Part 7: Setting Up User Workstations

Most tasks in Part 7 reference chapters in the User Workstation Setup Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/user_setup/guide/9xcucuwsx.html, except where noted.

44. Set up access to the Cisco PCA. See the "Setting Up Access to the Cisco Personal Communications Assistant in Cisco Unity Connection 9.x" chapter.

45. Set up Media Master playback and recording devices. See the "Setting Up Playback and Recording Devices for the Media Master in Cisco Unity Connection 9.x" chapter.

46. 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 9.x" section in the "Configuring an Email Account to Access Cisco Unity Connection 9.x Voice Messages"chapter of the User Workstation Setup Guide.

47. 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.

48. Set up the email client to view images in the HTML-based email notifications. See the "Configuring Cisco Unity Connection 9.x for HTML-based Message Notification" section.

49. Set up the access to Cisco Unity Connection Mini Web Inbox. See the "Configuring Cisco Unity Connection 9.x for Cisco Unity Connection Mini Web Inbox" section.

50. Set up IMAP email accounts to access Connection voice messages. See the "Configuring an Email Account to Access Cisco Unity Connection 9.x Voice Messages"chapter.

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

Part 8: Backing Up Cisco Unity Connection Data

52. See the Disaster Recovery System Administration Guide for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/drs_administration/guide/9xcucdrsag.html.


Note Third-party backup applications are not supported.


Part 9: Training

53. Train users, operators, and support desk personnel to use the Cisco Unity Connection system. See the "User Orientation in Cisco Unity Connection 9.x" and "Operator and Support Desk Orientation in Cisco Unity Connection 9.x" chapters of the User Workstation User Setup Guide.

Task List for Installing a Cisco Unity Connection 9.x System with a Connection Cluster Configured


Note If you are not planning to configure a Connection cluster, see the "Task List for Installing a Cisco Unity Connection 9.x System (Without a Connection Cluster)" section instead.


Use the high-level task list in this section to install the Cisco Unity Connection 9.x system correctly with a Connection cluster configured. The tasks reference detailed instructions in the Installation Guide for Cisco Unity Connection and in other Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.


Note If you are installing Connection 9.x or later as part of Cisco Unified Communications Manager Business Edition 6000, all content in the Connection 8.x documentation set applies to Business Edition 6000 except the following:

Content that references Connection version 9.x only.

Content that references Cisco Unified Communications Manager Business Edition only. (The content applies only to Business Edition version 9.x and to Business Edition 5000 versions 9.x.)


The task list leads you through the complete installation of the Cisco Unity Connection system—from installing and configuring the Connection servers; to populating the Connection system with user and call management data; to setting up optional features, such as using IMAP clients to access voice messages; to backing up Connection data. The information and settings that you enter on the publisher server are replicated to the subscriber server.


Note Cisco Unity Connection SRSV can not be installed on a cluster, therefore, a branch can only be made on a Connection without a cluster.


The list is divided into ten parts:

Part 1: Installing and Configuring the Connection Publisher Server

Part 2: Setting Up Administrator Workstations

Part 3: Configuring the Cluster, and Installing and Configuring the Connection Subscriber Server

Part 4: Setting Up the Phone System Integration

Part 5: Populating the System with User and Call Management Data

Part 6: Configuring the System for Features

Part 7: Setting Up Networking

Part 8: Setting Up User Workstations

Part 9: Backing Up Cisco Unity Connection Data

Part 10: Training

If you are using networking to connect one or more Connection clusters to the network, set up the clusters first, then set up networking. For the first cluster, do the tasks in Parts 1 through 6. For subsequent clusters, do the tasks in Part 1 and Parts 3 through 6. Then continue with Part 7 and the remainder of the list.

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: Installing and Configuring the Connection Publisher Server

1. Verify the following requirements:

a. System requirements for the Cisco Unity Connection 9.x system. See System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.


Caution For selected servers and for selected Connection 9.x configurations, a memory upgrade and/or replacement hard disks may be required. To determine whether your server requires a memory upgrade and/or replacement hard disks, see the applicable server-specific table in the Cisco Unity Connection 9.x Supported Platforms List at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/supported_platforms/9xcucspl.html.

b. Requirements for integrating the phone system(s). See the "Requirements" section of the applicable Cisco Unity Connection integration guide(s) at http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html.

2. If you are using languages other than English-United States: Download the additional Connection language files for the installation. See the "Downloading Connection 9.x Language Files" section in the "Installing Additional Languages on the Cisco Unity Connection 9.x Server" chapter of this guide. (This task list alerts you when to install the language files later in the installation.)

3. If you are installing the Connection publisher or subscriber server on a virtual machine: In the Cisco Unity Connection 9.x Supported Platforms List, in the table of virtualization specifications, determine which VMware configuration you want to deploy on the virtual machines, based on the maximum number of ports and the maximum number of users. Then make note of the VMware OVA template that corresponds with that configuration. The document is available at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/supported_platforms/9xcucspl.html.


Caution If you are installing both the publisher and subscriber servers on virtual machines, you must use the same VMware configuration for both servers.

4. If you are installing the Connection publisher or subscriber server on a virtual machine optional: Download the VMware OVA template that you identified in Task 3. See the "Installing Cisco Unity Connection for the First Time on a Virtual Machine" section in the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

You can also manually configure virtualization; if you prefer that option, you do not need the OVA template.


Note Information on downloading a VMware OVA template appears in the Release Notes for Cisco Unity Connection for versions 9.x.


5. If you are installing the Connection publisher server on a virtual machine: Provision the physical host on which the Connection publisher virtual machine will be installed, according to the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.

6. If you are installing the Connection publisher server on a virtual machine and you downloaded the VMware OVA template in Task 4.: Deploy the template, which creates a virtual machine and configures it.

If you are installing the Connection publisher server on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the Connection publisher server and configure the virtual machine hardware properties to match the settings in the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.

7. If a memory upgrade and/or replacement hard disks are required: Upgrade memory and replace hard disks, as applicable. See the "Installing a Memory Upgrade or Replacing Hard Disks (Selected 9.x Servers Only)" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

8. If you are installing the Connection publisher server on a virtual machine: In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

9. If you are installing the Connection publisher server on a virtual machine: On the virtual machine, change the BIOS setting so the virtual machine boots first from the DVD virtual device, then from the virtual hard disk. See the "Changing the Boot Order of the Cisco Unity Connection 9.x Virtual Machine" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

10. Set up and configure the Connection publisher server. Begin with the "Version 9.x Installation Scenarios" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

11. If you are using languages other than English-United States: Install the additional Connection language files on the publisher server. See the "Installing Connection 9.x Language Files" section in the "Installing Additional Languages on the Cisco Unity Connection 9.x Server" chapter of this guide.

12. If you installed Japanese and you want Cisco Unity Connection Administration to be localized: Download and install the Cisco Unified Communications Manager Japanese locale on the publisher server. 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.

13. 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 on the publisher server. 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 2: Setting Up Administrator Workstations

14. 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 9.x" chapter of the System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/administration/guide/9xcucsagx.html.

15. 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/ps6509/prod_maintenance_guides_list.html.

Part 3: Configuring the Cluster, and Installing and Configuring the Connection Subscriber Server

16. Configure the Cisco Unity Connection cluster. See the "Configuring a Cisco Unity Connection 9.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/cluster_administration/guide/9xcuccagx.html.

17. If you are installing the Connection subscriber server on a virtual machine : Provision the physical host on which the Connection subscriber virtual machine will be installed, according to the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.

18. If you are installing the Connection subscriber server on a virtual machine and you downloaded the VMware OVA template in Task 4.: Deploy the template, which creates a virtual machine and configures it.

If you are installing the Connection subscriber server on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the subscriber server and configure the virtual machine hardware properties to match the settings in the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/requirements/9xcucsysreqs.html.

19. If a memory upgrade and/or replacement hard disks are required: Upgrade memory and replace hard disks, as applicable. See the "Installing a Memory Upgrade or Replacing Hard Disks (Selected 9.x Servers Only)" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

20. If you are installing the Connection subscriber server on a virtual machine: In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

21. If you are installing the Connection subscriber server on a virtual machine: On the virtual machine, change the BIOS setting so the virtual machine boots first from the DVD virtual device, then from the virtual hard disk. See the "Changing the Boot Order of the Cisco Unity Connection 9.x Virtual Machine" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

22. Set up and configure the Connection subscriber server. Begin with the "Version 9.x Installation Scenarios" section in the "Installing the Operating System and Cisco Unity Connection 9.x" chapter of this guide.

23. If you are using languages other than English-United States: On the subscriber server, install the same Connection language files that you installed in Task 11.

24. If you installed Japanese and you want Cisco Unity Connection Administration to be localized: On the subscriber server, install the Cisco Unified Communications Manager Japanese locale that you installed in Task 12.

25. If you installed additional languages and you want the Cisco Personal Communications Assistant to be localized: On the subscriber server, install the same Cisco Unified Communications Manager locales that you installed in Task 13.


Note From now on, the information and settings that you enter on the publisher server are replicated to the subscriber server.


Part 4: Setting Up the Phone System Integration

26. On the publisher server, set up the integration between Cisco Unity Connection and the phone system(s). See the applicable Cisco Unity Connection integration guide(s) at http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html.

27. Store all of the software that was shipped with Cisco Unity Connection together in a location that is safe and can be readily accessed.

Part 5: Populating the System with User and Call Management Data

You do many of the tasks in Part 5 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 9.x" chapter of the System Administration Guide for Cisco Unity Connection.)

The tasks in Part 5 reference chapters in the following guides, as noted:

System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/administration/guide/9xcucsagx.html.

User Moves, Adds, and Changes Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/user_mac/guide/9xcucmacx.html.

Cluster Configuration and Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/cluster_administration/guide/9xcuccagx.html.

28. Obtain and install Connection licenses. Licenses must be installed on the publisher server and on the subscriber server. See the "Managing Licenses in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

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

a. Call management. See the "Call Management Overview in Cisco Unity Connection 9.x" and "Creating a Call Management Plan in Cisco Unity Connection 9.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 9.x Conversation" and "Custom Keypad Mapping Tool in Cisco Unity Connection 9.x" chapters of the System Administration Guide.

c. User and administrator accounts, templates, classes of service, and roles. See the "Introduction to Cisco Unity Connection 9.x Users and Contacts" and "Preparing to Add Cisco Unity Connection 9.x User Accounts" chapters of the User Moves, Adds, and Changes Guide.

30. Develop a system plan:

a. Identify business and nonbusiness hours, and holidays. See the "Managing Schedules and Holidays in Cisco Unity Connection 9.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 9.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 9.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 9.x" chapter of the System Administration Guide.

e. Determine password and account lockout policies for phone and web-tool access, and the sign-in policy for web-tool access. See the "Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

f. Determine the number and types of administrator accounts that you need, and the roles to assign to the accounts. See the "Preparing to Add Cisco Unity Connection 9.x User Accounts" chapter of the User Moves, Adds, and Changes Guide.

g. Determine the features that you will enable for users, and whether changes or new templates and classes of service are needed. See the "Preparing to Add Cisco Unity Connection 9.x User Accounts" chapter of the User Moves, Adds, and Changes Guide.

h. 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 9.x" chapter of the System Administration Guide.

i. 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 9.x" chapter of the System Administration Guide.

j. 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 9.x" chapter of the System Administration Guide.

31. If you are using the Custom Keypad Mapping tool: On the publisher server, 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 9.x" chapter of the System Administration Guide.

32. For the following defaults that you reviewed in Task 30., make changes or create new ones, as applicable, on the publisher server:

a. Schedules. See the "Managing Schedules and Holidays in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

b. Partitions and search spaces. See the "Managing Partitions and Search Spaces in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

c. Restriction tables. See the "Managing Restriction Tables in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

d. Password, lockout, and sign-in policies. See the "Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

e. Classes of service. See the "Adding, Modifying, or Deleting a Class of Service in Cisco Unity Connection 9.x" chapter of the User Moves, Adds, and Changes Guide.

f. User templates. See the "Adding, Modifying, or Deleting a User Template in Cisco Unity Connection 9.x" chapter of the User Moves, Adds, and Changes Guide.

g. Mailbox size quotas. See the "Specifying Mailbox Size Quotas" section in the "Controlling the Size of Mailboxes in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

h. Message aging policy. See the "Changing the Message Aging Policy" section in the "Controlling the Size of Mailboxes in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

i. System distribution lists. See the "Managing System Distribution Lists in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

33. Test the system configuration:

a. On the publisher server, in Cisco Unity Connection Serviceability on the Cluster Management page, confirm that the publisher server has Primary status and the subscriber server has Secondary status. See the "Administering a Cisco Unity Connection 9.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

b. On the publisher server, add a Connection user account to use as a test account. See the "Adding Cisco Unity Connection Accounts Individually" chapter of the User Moves, Adds, and Changes Guide.

c. Use the phone to sign in to Connection as the test user, record a name, and set a phone password. Hang up.

d. 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.

e. Sign in to the Cisco Personal Communications Assistant (PCA) as the test user. If you gave the test user the required class-of-service rights, confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

f. Make corrections to the system configuration as necessary.

g. On the subscriber server, confirm that the test user and recorded name have been replicated.

h. In Cisco Unity Connection Serviceability on the Cluster Management page, change the status of the subscriber server to Primary. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 9.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

i. Change the status of the publisher server (which should now have Secondary status) to Deactivated. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 9.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

j. Call Cisco Unity Connection and sign in as the test user again to confirm that the call connects correctly to the subscriber server when it has Primary status. 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.

k. Sign in to the Cisco PCA as the test user. Confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

l. Make corrections to the system configuration as necessary.

m. In Cisco Unity Connection Serviceability on the Cluster Management page, activate the publisher server. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 9.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

n. Change the status of the publisher server to Primary. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 9.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

34. If you want to synchronize Connection user data with user data in an LDAP directory, on the publisher server, configure Connection for integration with the LDAP directory. See the "Integrating Cisco Unity Connection 9.x with an LDAP Directory" chapter of the System Administration Guide.

35. On the publisher server, create administrator accounts. See the "Adding Cisco Unity Connection 9.x Accounts Individually" or "Creating Cisco Unity Connection 9.x User Accounts from LDAP User Data" chapter of the User Moves, Adds, and Changes Guide, as applicable.

36. On the publisher server, create user accounts. See the applicable chapter of the User Moves, Adds, and Changes Guide:

"Adding Cisco Unity Connection 9.x Accounts Individually"

"Managing Cisco Unity Connection 9.x User Accounts in Bulk"

"Creating Multiple Cisco Unity Connection 9.x User Accounts from Cisco Unified Communications Manager Users"

"Creating Cisco Unity Connection 9.x User Accounts from LDAP User Data"

37. On the publisher server, 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 9.x" chapter of the System Administration Guide.

38. On the publisher server, implement, then test the call management plan you mapped out in Task 30.b.:

a. Create call handlers. See the "Managing Call Handlers in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

b. Specify directory handler settings. See the "Managing Directory Handlers in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

c. Create interview handlers. See the "Managing Interview Handlers in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

d. Set up call routing. See the "Managing Call Routing Tables in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

Part 6: Configuring the System for Features

For the tasks in Part 6 done on the Cisco Unity Connection system, enter information and settings on the publisher server.

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

System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/administration/guide/9xcucsagx.html.

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.

User Moves, Adds, and Changes Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/user_mac/guide/9xcucmacx.html.

39. 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 9.x" chapter of the System Administration Guide.

40. 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 39., 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 9.x" chapter of the System Administration Guide.

41. 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.

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

43. 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.

44. 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 9.x" chapter of the System Administration Guide.

45. 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 in Cisco Unity Connection 9.x" chapter of the System Administration Guide.

46. 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 9.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 9.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.

47. 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 9.x" chapter of the System Administration Guide.

48. 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 9.x" chapter of the System Administration Guide.

49. 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 9.x" chapter of the System Administration Guide.

50. 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 9.x" and "Setting Up Features and Functionality That Are Controlled by Class of Service in Cisco Unity Connection 9.x" chapters of the User Moves, Adds, and Changes Guide.

Part 7: Setting Up Networking

51. Set up networking, if applicable, on the publisher server. If you are connecting more than one Connection cluster, set up networking on all publisher servers. See the "Overview of Networking Concepts in Cisco Unity Connection 9.x" chapter of the for Networking Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/networking/guide/9xcucnetx.html.

Part 8: Setting Up User Workstations

Most tasks in Part 8 reference chapters in the User Workstation Setup Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/user_setup/guide/9xcucuwsx.html, except where noted.

52. Set up access to the Cisco PCA. See the "Setting Up Access to the Cisco Personal Communications Assistant in Cisco Unity Connection 9.x" chapter.

53. Set up Media Master playback and recording devices. See the "Setting Up Playback and Recording Devices for the Media Master in Cisco Unity Connection 9.x" chapter.

54. 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.

55. 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.

56. Set up the email client to view images in the HTML-based email notifications. See the "Configuring Cisco Unity Connection 9.x for HTML-based Message Notification" section.

57. Set up the access to Cisco Unity Connection Mini Web Inbox. See the "Configuring Cisco Unity Connection 9.x for Cisco Unity Connection Mini Web Inbox" section.

58. Configure IMAP email accounts to access Connection voice messages. See the "Configuring an Email Account to Access Cisco Unity Connection 9.x Voice Messages" chapter.

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

Part 9: Backing Up Cisco Unity Connection Data

60. Do the backup on the publisher server. See the Disaster Recovery System Administration Guide for Cisco Unity Connection Release 9.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/9x/drs_administration/guide/9xcucdrsag.html.


Note Third-party backup applications are not supported.


Part 10: Training

61. Train users, operators, and support desk personnel to use the Cisco Unity Connection system. See the "User Orientation in Cisco Unity Connection 9.x" and "Operator and Support Desk Orientation in Cisco Unity Connection 9.x" chapters of the User Workstation User Setup Guide.