Installing Cisco Unified Communications Manager, Release 9.0(1)
Installation
Downloads: This chapterpdf (PDF - 931.0KB) The complete bookPDF (PDF - 2.03MB) | Feedback

Installation

Installation

The following chapter describes the installation procedures for the IM and Presence Service.

Installation overview

IM and Presence supports the following installation and configuration options for the publisher and subscriber nodes:

  • Unattended installation and configuration of IM and Presence using an answer file
  • Manual installation and configuration of IM and Presence
  • Configuration of a preinstalled IM and Presence server

Installation and configuration taskflows

The following sections provide an overview of the high-level tasks that you must perform for each of the installation scenarios. Each high-level task also includes a link to another section of the document, which you can follow for detailed information about the task.

Run unattended installation and configuration of publisher node

Figure 1. Unattended installation and configuration of the publisher node

The following list contains the steps that you must complete to use an answer file to automatically install and configure the software on the publisher node.

Procedure
    Step 1   Perform all pre-installation tasks that apply to your site.
    Step 2   Follow the procedure to use an answer file for unattended installation on the publisher node.
    Step 3   Follow the procedure to run the post-installation deployment wizard on the publisher node.
    Step 4   Perform all post-installation tasks that apply to your site.

    Run unattended installation and configuration of subscriber node

    Figure 2. Unattended installation and configuration of a subscriber node

    The following list contains the steps that you must complete to use an answer file to automatically install and configure the software on a subscriber node.

    Procedure
      Step 1   Perform all pre-installation tasks that apply to your site.
      Step 2   Follow the procedure to use an answer file for unattended installation on a subscriber node.
      Step 3   Perform all post-installation tasks that apply to your site.

      Manually install and configure publisher node

      Figure 3. Manual installation and configuration of the publisher node

      The following list contains the steps that you must complete to install and manually configure the software that you have on a DVD on the publisher node.

      Procedure
        Step 1   Perform all pre-installation tasks that apply to your site.
        Step 2   Follow the procedure to begin installing the software from the DVD to your server.
        Step 3   Follow the procedure to configure a basic installation.
        Step 4   Follow the procedure to configure the publisher node in the cluster.
        Step 5   Follow the procedure to run the post-installation deployment wizard on the publisher node.
        Step 6   Perform all post-installation tasks that apply to your site.

        Manually install and configure subscriber node

        Figure 4. Manual installation and configuration of a subscriber node

        The following list contains the steps that you must complete to install and manually configure the software that you have on a DVD on a subscriber node.

        Procedure
          Step 1   Perform all pre-installation tasks that apply to your site.
          Step 2   Follow the procedure to begin installing the software from the DVD to your server.
          Step 3   Follow the procedure to configure a basic installation.
          Step 4   Follow the procedure to configure a subscriber node in the cluster.
          Step 5   Perform all post-installation tasks that apply to your site.

          Add new node to existing cluster

          Figure 5. Add a new node to an existing cluster

          The following list contains the steps that you must complete to add a new node to an existing cluster.

          Procedure
            Step 1   Before you make any changes to your existing cluster, ensure that you have a current backup file. See Disaster Recovery System Administration Guide.
            Step 2   Perform all pre-installation tasks that apply to your site.
            Step 3   Before you install the new node, ensure that you have configured it on the publisher node.
            Step 4   You must install the same software version on all nodes in the cluster. Verify that you have the correct version on DVD.
            Step 5   For an unattended installation and configuration of the new node, follow the procedure to use an answer file for the subscriber node installation and configuration.
            Step 6   To manually install and configure the subscriber node, complete the following procedures:
            1. Follow the procedure to begin installing the software from the DVD to your server.
            2. Follow the procedure to configure a basic installation.
            3. Follow the procedure to configure a subscriber node in the cluster.
            Step 7   Perform all post-installation tasks that apply to your site.

            Related References

            Navigation of installation wizard

            The following table describes how to navigate within the installation wizard.

            Table 1 Installation wizard navigation

            To do this

            Select this

            Move to the next field

            Tab or right arrow

            Move to the previous field

            Alt-Tab or left arrow

            Select an option

            Space bar or Enter

            Scroll up or down a list

            Up or down arrow

            Go to the previous window

            Space bar or Enter when you select Back (when available)

            Get help information for a window

            Space bar or Enter when you select Help (when available)

            Installation and configuration of IM and Presence

            Media check

            When the installation wizard begins you are prompted to perform a media check. After the media check completes the result of the check is displayed in the Media Check Result window.

            If the media check passes, you can continue with the installation. The system installer then performs various hardware checks to ensure your system is correctly configured for IM and Presence. The system installer also checks whether you have a supported hardware platform. If your server does not meet the exact hardware requirements, the installation process fails with a critical error. If you think this is not correct, capture the error and report it to Cisco Support. For a list of the supported hardware for IM and Presence, see Hardware and Software Compatibility Information for IM and Presence Service on Cisco Unified Communications Manager .

            If the media check fails, you have two options. You can continue with the installation, which may fail, or you can start the installation again after you download another copy from Cisco.com or obtain another disk directly from Cisco Systems.

            Use answer file to install and configure IM and Presence

            You can use an answer file for a fresh installation of IM and Presence. This option will complete the installation and configuration of IM and Presence unattended.

            Before You Begin
            • Perform the pre-installation tasks.
            • Generate the answer file and save it onto a FAT32 file system USB key.
            Procedure
              Step 1   Insert the USB key into a USB port.
              Step 2   Insert the installation DVD into the tray and restart the server, so it starts from the DVD.
              Step 3   Select Yesto perform a media check after the server completes its boot sequence.
              Step 4   If the media check result is Pass, select OK to continue the installation. Otherwise, you can restart the installation later with a new software disk.
              Step 5   In the Product Deployment Selection window, select OKto install Cisco Unified Presence.

              The installation process then verifies RAID configuration and BIOS settings. If the installation process makes any changes to your hardware configuration settings, you will be prompted to restart your system.

              Step 6   In the Proceed with Install window, select Yesto continue with the installation.
              Caution   

              Do not select Yes unless you are certain you want to proceed with the installation. If you select Yes in the Proceed with Installwindow, all existing data on your hard drive will be overwritten and destroyed. The Proceed with Install window indicates the IM and Presence software version, if any, on your hard drive and the version on the DVD.

              The IM and Presence software is installed and configured based on the information provided in the answer file.


              What to Do Next

              • If this is the publisher node, run the post-installation deployment wizard.
              • If this is a subscriber node, perform the post-installation tasks.

              Start basic installation

              This procedure is the first step in manually installing and configuring IM and Presence software.

              Before You Begin
              • Perform the pre-installation tasks.
              • If you have a new server with IM and Presence preinstalled, you do not need to install from a DVD, unless you want to reimage the server with a later product release. Skip to the procedure that describes how to enter preexisting installation data.
              Procedure
                Step 1   Insert the installation DVD into the tray and restart the server, so it starts from the DVD.
                Step 2   Select Yes to perform a media check after the server completes its boot sequence.
                Step 3   If the media check result is Pass, select OK to continue the installation. Otherwise, you can restart the installation later with a new software disk.
                Tip   

                During the hardware checks, the installation process checks for the correct drivers. If you see the following warning "Drivers not found, do you want to install manually?", you must select Yes to continue with the installation.

                Step 4   In the Product Deployment Selection window, select OK to install IM and Presence.

                The installation process then verifies RAID configuration and BIOS settings. If the installation process makes any changes to your hardware configuration settings, you will be prompted to restart your system.

                Step 5   In the Proceed with Install window, select Yes to continue with the installation, otherwise select No.
                Caution   

                Do not select Yes unless you are certain you want to proceed with the installation. If you select Yes in the Proceed with Install window, all existing data on your hard drive will be overwritten and destroyed. The Proceed with Install window indicates the IM and Presence software version, if any, on your hard drive and the version on the DVD.

                Step 6   In the Platform Installation window, select one of the following:
                • Proceed—to install and configure the software now.
                • Skip—to install the software now but configure it later. The system will restart and you can continue with the configuration later.
                Step 7   In the Apply Patch window, select No to install the software on the DVD without upgrading to a later release. The option to upgrade to a later release of the software is currently not supported.
                Step 8   Select Continue in the Basic Install window.

                What to Do Next

                • Configure the basic installation.
                • Configure the pre-installed Cisco Unified Presence server.

                Configure basic installation

                Before You Begin
                • Load your IM and Presence DVD and start the basic installation.
                • IM and Presence configuration is specific to your installation requirements, and some fields are optional. For example, you may choose to configure static IP address values and DNS over DHCP.
                Procedure
                  Step 1   In the Timezone Configuration window, select the appropriate timezone for the server and select OK.
                  Step 2   In the Auto Negotiation Configuration window, select Yes to automatically set the speed and duplex settings of the Ethernet network interface card (NIC).
                  Note   

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

                  Otherwise, select No and manually select the appropriate NIC Speed and Duplex settings. Select OK to continue.

                  Step 3   If you need to change the default Maximum Transit Unit (MTU) value, select Yes, enter the same MTU value that is set on Cisco Unified Communications Manager and select OK.
                  Note   

                  If you do not enter the same MTU value as Cisco Unified Communications Manager, the installation will fail.

                  Step 4   In the DHCP Configuration window, select:
                  • Yes to use Dynamic Host Configuration Protocol (DHCP) and continue with Step 7.
                  • No to set up a static IP address for the server.
                  Step 5   In the Static Network Configuration window, enter your static network configuration values and select OK.
                  Step 6   In the DNS Client Configuration window, select:
                  • Yes if you are using DNS, enter your DNS client information and select OK.
                  • No if you are not using DNS.
                    Note   

                    If you do not use DNS, you must update the IM and Presence node name to be a resolvable value after installation is complete.

                  Step 7   Enter your Administrator Login and Password credentials.
                  Step 8   In the Certificate Information window, enter your certificate signing request information (Organization, Unit, Location, State and Country) and select OK to continue.

                  What to Do Next

                  • If this is the publisher node, configure the publisher node.
                  • If this is a subscriber node, configure the subscriber node.

                  Configure publisher node

                  Before You Begin
                  • Start a basic installation.
                  • Configure the basic installation.
                  Procedure
                    Step 1   In the First Node Configuration window, select Yes.
                    Step 2   In the Network Time Protocol Client Configuration window, enter the IP address, NTP server name, or NTP server pool name of the Cisco Unified Communications Manager publisher node.
                    Step 3   Enter the Security password in the Security Password window and select OK.
                    Note   

                    The Security password must be identical to the Cisco Unified Communications Manager Publisher password. You can change the security password the first time you sign in to Cisco Unified CM IM and Presence Administration.

                    Step 4   If you want to configure an SMTP host, select Yes, enter the SMTP location and select OK.
                    Note   

                    You must configure an SMTP server to use certain operating system features. However, you can also configure an SMTP server later using either the Cisco Unified Communications Operating System interface or the CLI.

                    Step 5   In the Application User Configuration window, enter the Application User Username and Application User Password and select OK.
                    Step 6   In the Platform Configuration Confirmation window, select OK to continue installing the software. After you select OK, you will no longer be able to modify the Platform configuration.

                    When the installation process completes, you are prompted to sign in to the Cisco Unified CM IM and Presence Administration GUI with the Administrator user ID and password.


                    What to Do Next

                    Run the post-installation deployment wizard.

                    Run post-installation deployment wizard


                    Caution


                    Always run the post-installation deployment wizard immediately after a fresh installation of the IM and Presence Service, and before you back up or restore your data in the Disaster Recovery System. The operation fails if you install IM and Presence and attempt to back up or restore data in the Disaster Recovery System before you run the post-installation deployment wizard.


                    You cannot run the post-installation deployment wizard a second time. After you run the post-installation deployment wizard, the next time you sign in to Cisco Unified CM IM and Presence Administration, the application automatically detects that the post-installation configuration is complete and the Cisco Unified CM IM and Presence Administration window displays by default.

                    There is only one publisher in an IM and Presence cluster, which is the first server that you install. You are required, only once after a fresh installation of the publisher server, to configure the Cisco Unified Communications Manager Publisher and AXL information on the IM and Presence publisher server.

                    To allow you to do this, a post-installation deployment wizard starts the first time you sign into IM and Presence Administration after a fresh installation of IM and Presence.


                    Note


                    When the post-installation deployment wizard launches, it is confirmation that your initial installation has succeeded.


                    Before You Begin
                    • Obtain the user ID and password for the application user on Cisco Unified Communications Manager who has AXL permissions.
                    • If you are not using DNS, obtain the IP address of Cisco Unified Communications Manager publisher.
                    Procedure
                      Step 1   Sign into Cisco Unified CM IM and Presence Administration on the publisher node. The post-installation deployment wizard automatically displays. See Access Cisco Unified CM IM and Presence Administration for more information about how to sign into Cisco Unified CM IM and Presence Administration
                      Step 2   In the first page of the post-installation deployment wizard, enter the Cisco Unified Communications Manager publisher hostname in the Hostname field.

                      If your network does not have DNS, enter the Cisco Unified Communications Manager publisher IP address in the IP address field.

                      Note   

                      If your network does not have DNS, you must enter an IP address because the hostname will not automatically resolve to an IP address. If the hostname can resolve to an IP address using DNS, you can leave the IP address blank and the application detects the IP address automatically.

                      Step 3   In the second page of the post-installation deployment wizard, enter the user ID and password for the appropriate application user, who is assigned the Standard AXL API Access role on the associated Cisco Unified Communications Manager publisher server.
                      Note   

                      By default, the Standard AXL API Access role is assigned to the CCM Administrator User ID.

                      Step 4   In the third page of the post-installation deployment wizard change and confirm the security password provided during the initial installation of the IM and Presence Service. Select Next.
                      Note   

                      When installing subsequent IM and Presence servers, those subscriber servers will use this new security password and not the one used during the installation of the IM and Presence publisher server.

                      Step 5   In the fourth page of the post-installation deployment wizard, view your configuration information and select Confirm to proceed. Otherwise, select Back to correct an error.
                      Step 6   In the fifth page of the post-installation deployment wizard, select which window you would like to view next within Cisco Unified CM IM and Presence Administration.

                      Troubleshooting Tips

                      • If an error message displays, check that AXL is running on Cisco Unified Communications Manager and that you have the correct User ID and password. Using a browser, enter http://<<CUCM Hostname>>/axl. You will be prompted for the User ID and password. If the details that you enter are correct, a web page displays confirmation that AXL is running and ready to receive requests.
                      • You cannot run the post-installation wizard a second time. If you need to change the Cisco Unified Communications Manager publisher address or AXL information after this initial configuration, select System > CUCM Publisher in Cisco Unified CM IM and Presence Administration.
                      • Subscriber nodes on IM and Presence will obtain the Cisco Unified Communications Manager publisher information from the publisher node following the configuration checks on the publisher node.
                      • IM and Presence displays a warning if you perform an installation on discontinued hardware. IM and Presence supports a bridged upgrade from the discontinued hardware. The bridged upgrade permits you to perform a Disaster Recovery System (DRS) backup on the discontinued hardware, and then restore the DRS backup on supported hardware. For more information about bridged upgrades, see the Upgrade Guide for IM and Presence. For more information about DRS backups, see the Disaster Recovery System Administration Guide.

                      What to Do Next

                      Perform the post-installation tasks.

                      Configure subscriber node

                      When you install a subsequent IM and Presence server, you must associate the subsequent server with the IM and Presence publisher server and configure its hostname and IP address. Each new server must also have network access to the IM and Presence publisher server.


                      Note


                      If you assign a subsequent IM and Presence server to a subcluster before you install it, users in remote clusters will not receive presence information. A presence outage will occur until the server is installed.


                      You are prompted, before you install any additional IM and Presence servers, to use the Network Connectivity Diagnostic tool to probe the network for connectivity issues. Anomalies will be reported back to you via logs if the system can not verify network access to the publisher server on IM and Presence. If you need to investigate a server problem before proceeding further, you are given an opportunity to pause the process between configuration steps

                      Before You Begin
                      • If you are deploying two or more servers in your IM and Presence installation, you must use the multi-node feature in IM and Presence and ensure that your hardware is compatible with this feature. This is necessary for both a fresh installation or upgrade of IM and Presence.
                      • Ensure that you have configured the publisher server on IM and Presence and the post-installation deployment wizard has run successfully. As you install subsequent servers, consider the original publisher server that you installed as the First Node.
                      • Add the subscriber node in the Topology view of the publisher node before you install it. Do not assign the subsequent server to a subcluster until after you install it.

                      Note


                      To configure a subscriber node on the IM and Presence publisher server, select Cluster > Topology in Cisco Unified CM IM and Presence Administration. You can add multiple subscriber nodes in one step in the Topology window. For example, if you are installing a multi-node cluster containing six servers including the publisher node, you can add five subscriber nodes to the IM and Presence system topology simultaneously.


                      • Start a basic installation.
                      • Configure the basic installation.
                      Procedure
                        Step 1   In the First Node Configuration window, select No.
                        Step 2   Read the warnings and select OK to continue.
                        Step 3   Select No to confirm that you want the installation to proceed after the Network Connectivity Test validating is complete.
                        Step 4   Select Continue when the network connectivity to the publisher server is verified as successful.
                        Step 5   Enter the following information in the First Node Access Configuration window and then select OK to continue:
                        • Hostname of the IM and Presence publisher server
                        • IP address of the IM and Presence publisher server
                        • Security password of the Cisco Unified Communications Manager publisher node
                          Note   

                          The security password that you set for IM and Presence must be identical to the password used on the Cisco Unified Communications Manager publisher server.

                        Step 6   If you want to configure an SMTP host, select Yes in the SMTP Host Configuration window and enter the SMTP location.
                        Note   

                        You must configure an SMTP server to use certain operating system features. However, you can also configure an SMTP server later using either the Cisco Unified Communications Operating System interface or the CLI.

                        Step 7   In the Platform Configuration Confirmation window, select OK to start installing the software. Otherwise, select Back to change the configuration.

                        When the installation process completes, you are prompted to sign into IM and Presence Administration with the Administrator account and password.


                        What to Do Next

                        Perform the post-installation tasks.

                        Configure pre-installed IM and Presence server

                        Before You Begin

                        Start a basic IM and Presence installation, and continue here if you:

                        • decided to install the IM and Presence software earlier but selected Skip in the Platform Installation Wizard window to configure it at this later stage
                        • have a server that has IM and Presence preinstalled
                        Procedure
                          Step 1   Perform this action after the system restarts, and the Preexisting Installation Configuration window displays:
                          • If you have preexisting configuration information, generated by the Answer File Generator, that is stored on a USB key, insert the USB key now and select Continue. The Installation wizard will read the configuration information during the installation process.
                          Step 2   Select Proceed in the Platform Installation Wizard.
                          Step 3   In the Apply Patch window, select No to install the software on the DVD without upgrading to a later release. The option to upgrade to a later release of the software is currently not supported.
                          Step 4   Select Continue in the Basic Install window.

                          What to Do Next

                          • If you used an answer file and this is the publisher node, run the post-installation deployment wizard.
                          • If you used an answer file and this is the subscriber node, then installation and configuration of the software is complete and you should now perform the post-installation tasks.
                          • If you did not use an answer file, configure the basic installation.

                          Perform fresh multi-node installation

                          We recommend that you follow this sequence of tasks when you are configuring your multi-node IM and Presence deployment. You configure the IM and Presence multi-node feature, and manage your subclusters, nodes and users in Cluster Topology in Cisco Unified CM IM and Presence Administration. Select System > Cluster Topology in Cisco Unified CM IM and Presence Administration to access Cluster Topology.

                          You can create the subscriber nodes in your topology before you install these subscriber nodes, specifically before you install the IM and Presence software on these nodes. However, you cannot assign these subscriber nodes to a subcluster before you install IM and Presence software on these subscriber nodes.

                          Before You Begin
                          • Determine the type of multi-node deployment model that you are going to configure.
                          • Perform the multi-node configuration for your IM and Presence deployment on the IM and Presence publisher node.

                          Restriction

                          Your hardware must comply with the multi-node hardware recommendations.

                          Procedure
                            Step 1   Install and configure Cisco Unified Communications Manager.
                            Step 2   Install and configure the IM and Presence publisher node (the first server in the IM and Presence cluster).
                            Step 3   (On the publisher node) In Cluster Topology, create all subclusters and nodes in the cluster.
                            Step 4   (On the publisher node) In Cluster Topology, associate each of the subscriber nodes in the cluster with the publisher node.
                            Step 5   Install and configure each of the subscriber nodes in the cluster.
                            Step 6   (On the publisher node) In Cluster Topology, assign these nodes to the subcluster arrangement as required.
                            Note   

                            Before you assign or move a node to a subcluster, check the following

                            • From the System troubleshooter page, verify that the Cisco Replication Watcher service is running on all nodes.
                            • On the Network services screen in Cisco Unified Serviceability (on the subscriber node), verify that all IM and Presence services are running.
                            Step 7   Turn on high-availability in the subclusters as required. See the Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager for more information.
                            Step 8   Turn on the Sync Agent service on the publisher node to synchronize with the Cisco Unified Communications Manager user and device configuration information.
                            Step 9   When the synchronization is complete, turn on the Cisco Presence Engine and the Cisco SIP Proxy services, and verify that the Cisco XCP Router service is turned on.
                            Step 10   Turn on the XCP services applicable to the features in your deployment. See the documentation for those features to determine what XCP services you must turn on.

                            Troubleshooting Tips

                            • The Cisco XCP Router must be running for all availability services to function properly on IM and Presence (both SIP-based and XMPP-based client messaging).
                            • Before you perform the installation of a subscriber IM and Presence node, you must associate the subscriber node in the Cluster Topology view of the publisher node.
                            • Do not assign the subscriber node to a subcluster until after you install it. If you assign a subscriber IM and Presence node to a subcluster before you install it, users in remote clusters will not receive availability information. An availability outage will occur until you install the subscriber node.
                            • If you assign a node before you start the IM and Presence services, there is a possibility that users will not be able to sign in to Cisco Jabber. If this scenario occurs, restart the Cisco Client Profile Agent service. To start or restart IM and Presence services, select Cisco Unified Serviceability > Tools > Control Center - Network Services.
                            • You must turn off high-availability in a subcluster before you move or unassign a node in that subcluster.
                            • The Cisco Replication Watcher service delays feature service startup on subscriber nodes if IDS replication is not successfully established.

                            What to Do Next

                            (On the publisher node) Configure any intercluster peer relationships with remote IM and Presence clusters. See the Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager for more information.