Installing Cisco Unified Communications Manager, Release 10.0(1)
Installation Tasks
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Installation Tasks

Installation Tasks

Before You Begin

Before you begin the installation, review the following information:

  • Make sure that the subscriber nodes that you are installing can connect to the publisher node server during the installation.
  • Make sure that all Cisco Unified Communications Manager servers in a cluster have the same software version. Make sure that all IM and Presence servers in a cluster have the same version of the released software. The only exception is during a cluster software upgrade, during which a temporary mismatch is allowed. If you are installing IM and Presence nodes, Cisco Unified Communications Manager and IM and Presence Service software versions must have the same major and minor release number.
  • Do not attempt to perform any configuration tasks during the installation.
  • Be aware that directory names and filenames that you enter while you are running the installation program are case-sensitive.
  • For a short period of time after you install Cisco Unified Communications Manager or switch over after upgrading to a different product version, settings changes made by phone users might get reset. Examples of phone user settings includes call forwarding and message waiting indication light settings. This can occur because Cisco Unified Communications Manager synchronizes the database after an installation or upgrade, which can overwrite phone user settings changes.

Installation Wizard

For instructions on how to navigate within the installation wizard, see the following table.

Table 1 Installation Wizard Navigation

To Do This

Press This

Move to the next field

Tab

Move to the previous field

Alt-Tab

Choose an option

Space bar or Enter

Scroll up or down in a list

Up or down arrow

Go to the previous window

Space bar or Enter to choose Back (when available)

Get help information on a window

Space bar or Enter to choose Help (when available)

Install Software

Use the procedures in this section to begin the software installation.

Start Basic Installation

To start the installation, follow this procedure.


Note


If you are installing a subscriber node or adding a node to an existing cluster, you must configure the hostname or IP address of the new node on the publisher node in the cluster. From Cisco Unified CM Administration on the publisher node, choose System > Server and enter the IP address or hostname of the subscriber node. For more information, see the Cisco Unified Communications Manager Administration Guide.
Procedure
    Step 1   If you are using a configuration file created by the Answer File Generator, ensure that the file is accessible to the system:
    • insert the USB key with the configuration information now
    • place the virtual floppy image in a location where the virtual machine can access it
    Note    If you have a new server with the software pre-installed, you do not need to install from a DVD or ISO file, unless you want to re-image the server with a later product release. Go directly to the configure basic installation procedure to enter the configuration information; see the Related Topics below for more information.
    Step 2   Perform one of the following actions:
    • If you are installing from a DVD drive a VMware ESXi server host, insert the installation DVD into the tray and restart the server, so that it boots from the DVD.
    • If you are installing from a data store ISO file located on the local ESXi host or on a storage area network (SAN), edit the CD/DVD drive on the virtual machine to select the data store ISO file. Select the option to connect at power on, and restart the virtual machine. If you configured the virtual machine to use the ISO at the same time that you created the virtual machine using the OVA file, skip this step and complete the rest of the procedure.
    After the server completes the boot sequence, the DVD Found window displays.
    Step 3   To perform the media check, choose Yes or, to skip the media check, choose No.

    The media check checks the integrity of the DVD. If your DVD passed the media check previously, you might choose to skip the media check.

    Step 4   If you choose Yes to perform the media check, the Media Check Result window displays. Perform these tasks:
    1. If the Media Check Result displays Pass, choose OK to continue the installation.
    2. If the media fails the Media Check, either download another copy from Cisco.com or obtain another DVD directly from Cisco.
    Step 5   In the Product Deployment Selection window, specify the product to install:
    • If you are installing the IM and Presence Service, select OK.
    • If you are installing a Cisco Unified Communications Manager application, select the product to install and choose OK. You can choose from the following options:
      • Cisco Unified Communications Manager
      • Cisco Unity Connection
      • Cisco Prime License Manager
    Note   

    The window indicates which products are supported and not supported by your hardware. If only one product is supported, you do not choose which product to install.

    Note   

    Cisco Prime License Manager is installed co-resident automatically as part of this installation. Following the installation, Cisco Prime License Manager can be used to provide simplified, enterprise-wide management of user-based licensing, including license fulfillment. Cisco Prime License Manager handles licensing fulfillment, supports allocation and reconciliation of licenses across supported products, and provides enterprise level reporting of usage and entitlement. For more information, see the Cisco Prime License Manager User Guide.

    Step 6   If software is currently installed on the server, the Overwrite Hard Drive window opens and displays the current software version on your hard drive and the version on the DVD or ISO file. Choose Yes to continue with the installation or No to cancel.
    Caution   

    If you choose Yes on the Overwrite Hard Drive window, all existing data on your hard drive gets overwritten and destroyed.

    The Platform Installation Wizard window displays.

    Step 7   Choose one of the following options:
    • To enter your configuration information manually and have the installation program install the configured software on the server, choose Proceed and continue with this procedure.
    • To do any of the following tasks, choose Skip and perform the configure basic installation procedure to enter the configuration information.
      • — Manually configure the software that is pre-installed on your server – In this case you do not need to install the software, but you must configure the pre-installed software.
      • — Perform an unattended installation – In this case, you provide preexisting configuration information on a USB key or floppy disk.
      • — Install the software before manually configuring it – In this case the installation program installs the software, then prompts you to configure it manually. You can choose Skip if you want to pre-install the application on all your servers first and then enter the configuration information at a later time. This method might cause you to spend more time performing the installation than the other methods.
    Step 8   In the Apply Additional Release window, choose one of the following installation types:
    • To upgrade to a later Service Release of the software during installation, choose Yes. Continue to perform the procedure to apply a patch.
    • To skip this step or to install IM and Presence nodes, choose No.
    • To return to the previous window, choose Back.
    Step 9   In the Basic Install window, choose Continue to install the software or configure the pre-installed software.

    Perform the configure basic installation procedure to configure the basic installation.


    Enter Preexisting Configuration Information

    Follow this procedure if you have a server that has the product pre-installed, or if you installed the product earlier but chose Skip in the Platform Installation Wizard window to configure the server at a later time.

    Procedure
      Step 1   After the system restarts, the Preexisting Installation Configuration window displays.
      Step 2   If you have preexisting configuration information that the Answer File Generator created, that is stored on a USB key, insert the USB key now and choose Continue. The installation wizard will read the configuration information during the installation process.
      Note   

      If a popup window states that the system detected new hardware, press any key and then choose Install from the next window.

      The Platform Installation Wizard window displays.

      Step 3   To continue with the Platform Installation Wizard, choose Proceed.
      Step 4   In the Apply Additional Release window, choose one of the following installation types:
      • To upgrade to a later Service Release of the software during installation, choose Yes. Continue to perform the procedure to apply a patch.
      • To skip this step, choose No.
      • To return to the previous window, choose Back.
      Step 5   In the Basic Install window, choose Continue. Perform the configure basic installation procedure to configure the basic installation.

      Apply a Patch to Upgrade During Installation

      This option is available when you install Unified Communications Manager nodes. It is not available for IM and Presence nodes.

      If you choose Yes in the Apply a Patch window, the installation wizard installs the software version that is on the DVD or ISO image first, and then restarts the system. You must obtain the appropriate upgrade file from Cisco.com before you can upgrade during installation.


      Note


      You can upgrade to any supported higher release, so long as you have a full patch, not an ES or an SR, in which case you can only upgrade to a later service release within the same maintenance release.

      For information about supported upgrades, see the Release Notes for your product release and the Cisco Unified Communications Manager Compatibility Matrix at http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​products_​device_​support_​tables_​list.html.

      You can access the upgrade file during the installation process from an ISO image on a data store, a local disk (DVD), or from a remote FTP or SFTP server.

      Procedure
        Step 1   The Install Upgrade Retrieval Mechanism Configuration window displays.
        Step 2   Choose the upgrade retrieval mechanism to use to retrieve the upgrade file:
        • SFTP - Retrieves the upgrade file from a remote server by using the Secure File Transfer Protocol (SFTP). Skip to the procedure to upgrade from a remote server..
        • FTP - Retrieves the upgrade file from a remote server by using File Transfer Protocol (FTP). Skip to the procedure to upgrade from a remote server.
        • LOCAL - Retrieves the upgrade file from a local DVD or from an ISO image on a data store. Continue with the procedure to upgrade from a local disk.

        Upgrade From a Local Source

        Before you can upgrade from a local source, you must download the appropriate patch file from Cisco.com. You must create an ISO image from the upgrade file and then either place it on a DVD or in the DVD drive of a virtual machine.

        Procedure
          Step 1   When the Local Patch Configuration window displays, enter the patch directory and patch name, if required, and choose OK.

          The Install Upgrade Patch Selection Validation window displays.

          Step 2   The window displays the patch file. To update the system with this patch, choose Continue.
          Step 3   Choose the upgrade patch to install. The system installs the patch, then restarts the system with the upgraded software version running.

          After the system restarts, the Preexisting Configuration Information window displays.

          Step 4   To continue the installation, choose Proceed.

          The Platform Installation Wizard window displays.

          Step 5   To continue the installation, choose Proceed or choose Cancel to stop the installation.

          If you choose Proceed, the Apply Patch window displays. Continue with the next step.

          If you choose Cancel, the system halts, and you can safely power down the server.

          Step 6   When the Apply Patch window displays, choose No.
          Step 7   The Windows Upgrade window displays.
          Step 8   Choose No and perform the procedure to configure the basic installation.

          Upgrade From a Remote Server

          Use this procedure to upgrade Unified Communications Manager nodes from a remote server. This option is not available for IM and Presence nodes.

          Before you can upgrade Unified Communications Manager from a remote server, you must download the appropriate patch file from Cisco.com to an FTP or SFTP server that the server can access.

          Cisco allows you to use any SFTP server product but recommends SFTP products that have been certified with Cisco through the Cisco Technology Developer Partner program (CTDP). CTDP partners, such as GlobalSCAPE, certify their products with specified version of Cisco Unified Communications Manager. For information on which vendors have certified their products with your version of Cisco Unified Communications Manager, refer to http:/​/​www.cisco.com/​pcgi-bin/​ctdp/​Search.pl. For information on using GlobalSCAPE with supported Cisco Unified Communications versions, refer to http:/​/​www.globalscape.com/​gsftps/​cisco.aspx.Cisco uses the following servers for internal testing. You may use one of the servers, but you must contact the vendor for support:


          Note


          For issues with third-party products that have not been certified through the CTDP process, contact the third-party vendor for support.


          If you chose to upgrade through an FTP or SFTP connection to a remote server, you must first configure network settings so that the server can connect to the network.

          Procedure
            Step 1   Configure the auto negotiation setting.
            • To enable automatic negotiation, choose Yes. This option sets the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. The MTU Configuration window displays. Skip the next step then continue.
              Note    To use this option, your hub or Ethernet switch must support automatic negotiation.
            • To disable automatic negotiation, choose No. The NIC Speed and Duplex Configuration window displays. Continue with the next step.
            Step 2   If you chose to disable automatic negotiation, manually choose the appropriate NIC speed and duplex settings now and choose OK to continue.

            The MTU Configuration window displays.

            Step 3   In the MTU Configuration window, you can change the MTU size from the operating system default.

            The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host will transmit on the network. If you are unsure of the MTU setting for your network, use the default value.

            Caution   

            If you configure the MTU size incorrectly, your network performance can be affected.

            • To accept the default value (1500 bytes), choose No.
            • To change the MTU size from the operating system default, choose Yes, enter the new MTU size, and choose OK.

            The DHCP Configuration window displays.

            Step 4   For network configuration, you can choose to either set up static network IP addresses for the node and gateway or to use Dynamic Host Configuration Protocol (DHCP). Static IP addresses are recommended. If you use DHCP, use static DHCP.
            • If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes. The installation process attempts to verify network connectivity.
            • If you want to configure static IP addresses for the node, choose No. The Static Network Configuration window displays.
            Step 5   If you chose not to use DHCP, enter your static network configuration values and choose OK.

            The DNS Client Configuration window displays.

            Step 6   To enable DNS, choose Yes, enter your DNS client information, and choose OK.

            After the system configures the network and checks for connectivity, the Remote Patch Configuration window displays.

            Step 7   Enter the location and login information for the remote file server. The system connects to the remote server and retrieves a list of available upgrade patches.

            If the upgrade file is located on a Linux or Unix server, you must enter a forward slash at the beginning of the directory path. For example, if the upgrade file is in the patches directory, you must enter /patches

            If the upgrade file is located on a Windows server, remember that you are connecting to an FTP or SFTP server, so use the appropriate syntax, including:

            • Begin the path with a forward slash (/) and use forward slashes throughout the path.
            • The path must start from the FTP or SFTP root directory on the server, so you cannot enter a Windows absolute path, which starts with a drive letter (for example, C:).

            The Install Upgrade Patch Selection window displays.

            Step 8   Choose the upgrade patch to install. The system downloads, unpacks, and installs the patch and then restarts the system with the upgraded software version running.

            After the system restarts, the Preexisting Configuration Information window displays.

            Step 9   To continue the installation, choose Proceed.

            The Platform Installation Wizard window displays.

            Step 10   To continue the installation, choose Proceed or choose Cancel to stop the installation.

            If you choose Proceed, the Apply Patch window displays. Continue with the next step.

            If you choose Cancel, the system halts, and you can safely power down the server.

            Step 11   In the Apply Patch window displays, choose No.

            The Windows Upgrade window displays

            Step 12   Choose No and perform the configure basic installation procedure to configure the basic installation.

            Configure Installation

            Use the procedures in this section to configure the servers and complete the installation.

            Configure Basic Installation

            Procedure
              Step 1   In the Timezone Configuration window, choose the appropriate time zone for the server and then choose OK.

              The Auto Negotiation Configuration window displays.

              Step 2   The installation process allows you to automatically set the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. You can change this setting after installation.
              • To enable automatic negotiation, choose Yes. The MTU Configuration window displays.
                Note   

                To use this option, your hub or Ethernet switch must support automatic negotiation.

              • To disable automatic negotiation, choose No and continue with the next step. The NIC Speed and Duplex Configuration window displays.
              Step 3   If you chose to disable automatic negotiation, manually choose the appropriate NIC speed and duplex settings now and choose OK to continue.

              The MTU Configuration window displays.

              Step 4   In the MTU Configuration window, you can change the MTU size from the operating system default.

              The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host will transmit on the network. If you are unsure of the MTU setting for your network, use the default value, which is 1500 bytes.

              Caution   

              If you configure the MTU size incorrectly, your network performance can be affected.

              • To accept the default value (1500 bytes), choose No.
              • To change the MTU size from the operating system default, choose Yes, enter the new MTU size, and choose OK.

              The DHCP Configuration window displays.

              Step 5   For network configuration, you can choose to either set up a static network IP address for the node or to use Dynamic Host Configuration Protocol (DHCP). Static IP addresses are recommended. If you use DHCP, use static DHCP.
              • If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes. The network restarts, and the Administrator Login Configuration window displays.
              • If you want to configure a static IP address for the node, choose No. The Static Network Configuration window displays.
              Step 6   If you chose not to use DHCP, enter your static network configuration values and choose OK.

              The DNS Client Configuration window displays.

              Step 7   To enable DNS, choose Yes, enter your DNS client information, and choose OK.

              The network restarts by using the new configuration information, and the Administrator Login Configuration window displays.

              Step 8   Enter your Administrator login and password.
              Note   

              The Administrator login must start with an alphabetic character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. You will need the Administrator login to log in to Cisco Unified Communications Operating System Administration, the command line interface, and the Disaster Recovery System.

              The Certificate Information window displays.

              Step 9   Enter your certificate signing request information and choose OK.

              The First Node Configuration window displays.

              Step 10   You can configure this server as either the publisher node in a Cisco Unified Communications Manager cluster or as a subscriber node.
              • To configure this server as the first Cisco Unified Communications Manager node, choose Yes and continue with the procedure to set up the Cisco Unified Communications Manager publisher node.
              • To configure this server as a subscriber node in the cluster, choose No and continue with the procedure to set up a subscriber node.
              • To configure this server as a IM and Presence node, choose No and continue with the procedure to set up a subscriber node.

              Set Up Cisco Unified Communications Manager Publisher Node

              Follow this procedure to configure the first server where you install Cisco Unified Communications Manager software as the publisher node for the cluster. Perform this procedure after you have completed the basic installation and configured the basic installation.


              Note


              You can configure Smart Call Home on the publisher node only. For more information on Smart Call Home, refer to Smart call home section in the Cisco Unified Serviceability Administration Guide.


              Procedure
                Step 1   The Network Time Protocol Client Configuration window appears.

                Cisco recommends that you use an external NTP server to ensure accurate system time on the publisher node. Subscriber nodes in the cluster will get their time from the first node.

                Step 2   Choose whether you want to configure an external NTP server or manually configure the system time.
                • To set up an external NTP server, choose Yes and enter the IP address, NTP server name, or NTP server pool name for at least one NTP server. You can configure up to five NTP servers, and Cisco recommends that you use at least three. Choose Proceed to continue with the installation. The system contacts an NTP server and automatically sets the time on the hardware clock.
                  Note   

                  If the Test button appears, you can choose Test to check whether the NTP servers are accessible.

                • To manually configure the system time, choose No and enter the appropriate date and time to set the hardware clock. Choose OK to continue with the installation.

                The Database Access Security Configuration window appears.

                Step 3   Enter the Security password from Required Installation Information.
                Note   

                The Security password must start with an alphanumeric character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. The system uses this password to authorize communications between nodes, and you must ensure this password is identical on all nodes in the cluster.

                The SMTP Host Configuration window appears.

                Step 4   If you want to configure an SMTP server, choose Yes and enter the SMTP server name. If you do not want to configure the SMTP server, choose No, which redirects to Smart Call Home page. To go to previous page, choose Back and to see the information about the SMTP configuration, choose Help.
                Note   

                You must configure an SMTP server to use certain platform features; however, you can also configure an SMTP server later by using the platform GUI or the command line interface.

                Step 5   Choose OK. The Smart Call Home Enable window appears.
                Step 6   On the Smart Call Home Enable Page, perform one of the following.
                1. Select Enable Smart Call Home on System Start to enable the Call Home, and then click OK. The Smart Call Home Configuration window appears.
                  1. Select the method for sending data to the Cisco Technical Assistance Center.
                    • Secure Web (HTTPS)
                    • Secure Web (HTTPS) through Proxy Enter the Hostname/IP Address and port number for Proxy
                      • Hostname/IP Address—Enter the IP address or the hostname of the proxy server to send the Call Home messages through an indirect network connection.
                      • Port—Enter the port number on which the proxy server is enabled.
                    • Email
                      Note   

                      You must have configured the SMTP for Email to be sent successfully.

                  2. To send a copy of the Call Home messages to multiple email recipients, enter the email addresses separated with a comma. You can enter up to a maximum of 1024 characters.
                  3. Enter the email address of the customer in the Customer Contact Details field.
                  4. Click Continue to proceed, or select Back to return to the previous menu. If you click Continue, a message appears as Cisco Call Home includes reporting capabilities that allow Cisco to receive diagnostic and system information from your Unified Communications Manager cluster. Cisco may use this information for proactive debugging, product development or marketing purposes. To learn more about this feature, please visit: http://www.cisco.com/en/US/products/ps7334/serv_home.html.
                    Note   

                    If you select Secure Web (HTTPS) through Proxy and click Continue, Smart Call Home Proxy Configuration Page appears.

                  5. Click Confirm to proceeds with normal installation or select Back to return to the Smart Call Home Enable Page.
                2. Select Enable Anonymous Call Home on System Start to enable the Anonymous Call Home, and then click OK. The Anonymous Call Home Configuration window appears.
                  1. Select the method for sending data to the Cisco Technical Assistance Center.
                    • Secure Web (HTTPS)
                    • Secure Web (HTTPS) through Proxy Enter the Hostname/IP Address and port number for Proxy
                      • Hostname/IP Address—Enter the IP address or the hostname of the proxy server to send the Call Home messages through an indirect network connection.
                      • Port—Enter the port number on which the proxy server is enabled.
                    • Email
                      Note   

                      You must have configured the SMTP for Email to be sent successfully.

                  2. To send a copy of the Call Home messages to multiple email recipients, enter the email addresses separated with a comma. You can enter up to a maximum of 1024 characters.
                  3. Click Continue to proceed, or select Back to return to the previous menu. If you click Continue, a message appears as To help improve the Cisco Unified Communications Manger experience, click Confirm to allow Cisco Systems to securely receive usage statistics from the server. This information will be used by Cisco to help understand how customers are using our product and ultimately drive product direction. If you prefer not to participate, you may choose to opt-out.
                    Note   

                    If you select Secure Web (HTTPS) through Proxy and click Continue, Anonymous Call Home Proxy Configuration Page appears.

                  4. Click Confirm to proceeds with normal installation or select Back to return to the Smart Call Home Enable Page.
                3. Select Remind me Later to configure Smart Call Home to configure the Smart Call Home service after installation, using Cisco Unified Serviceability pages.

                  A reminder message appears in Cisco Unified CM Administration.

                  Smart Call Home is not configured. To configure Smart Call Home or disable the reminder, please go to Cisco Unified Serviceability > Call Home.
                4. Select Disable All Call Home on System Start to disable the Smart Call Home service. However, you can activate the Smart Call Home service after installation using Cisco Unified Serviceability pages.
                Note   

                You can reconfigure the service in Cisco Unified Serviceability page after installation. For more information, see the Cisco Unified Serviceability Administration Guide.

                Step 7   Choose OK. The Application User Configuration window appears.
                Step 8   Enter the Application User name and password from and confirm the password by entering it again.
                Step 9   Choose OK. The Platform Configuration Confirmation window appears.
                Step 10   To continue with the installation, choose OK; or to modify the platform configuration, choose Back.

                The system installs and configures the software. The server reboots.

                When the installation process completes, you are prompted to log in by using the Administrator account and password.


                Set Up Subscriber Node

                Use the following procedure to configure a subscriber node in the cluster.

                Before You Begin

                Before you configure subscriber nodes, you must associate each of the subscriber nodes in the cluster with its publisher node.

                • For Unified Communications Manager subscriber nodes, associate each of the subscriber nodes in the cluster with the Unified Communications Manager publisher node using the Cisco Unified CM Administration interface.
                • For IM and Presence subscriber nodes, associate each of the subscriber nodes in the cluster with the IM and Presence database publisher node.

                For more information, see the Cisco Unified Communications Manager Administration Guide.

                Procedure
                  Step 1   If you configured Network Time Protocol on the publisher node, ensure that it is synchronized with an NTP server before you install a subscriber node. From the Command Line Interface on the publisher node, enter utils ntp status. Ensure that the output indicates that the node is synchronized with an NTP server.
                  Note   

                  If the publisher node is not synchronized with an NTP server, installation of the subscriber node will fail.

                  Step 2   On the First Node Configuration window, read the Warning and make sure you have correctly configured the first node as the publisher node. To continue with the installation of the subscriber node, click OK.

                  The Network Connectivity Test Configuration window displays.

                  Step 3   During installation of a subscriber node, the system checks to ensure that the subscriber node can connect to the publisher node.
                  • To pause the installation after the system successfully verifies network connectivity, choose Yes.
                  • To continue the installation with a pause, choose No.

                  The First Node Access Configuration window displays.

                  Step 4   Enter the publisher node connectivity information and choose OK.

                  The system checks for network connectivity.

                  If you chose to pause the system after the system successfully verifies network connectivity, the Successful Connection to First Node window displays. Choose Continue.

                  Note   

                  If the network connectivity test fails, the system always stops and allows you to go back and reenter the parameter information.

                  The SMTP Host Configuration window displays.

                  Step 5   If you want to configure an SMTP server, choose Yes and enter the SMTP server name.
                  Note   

                  To use certain operating system features, you must configure an SMTP server; however, you can also configure an SMTP server later by using the operating system GUI or the command line interface.

                  The Platform Configuration Confirmation window displays.

                  Step 6   To start installing the software, choose OK, or, if you want to change the configuration, choose Back.
                  Step 7   When the installation process completes, you get prompted to log in by using the Administrator account and password.