Installation and Getting Started Guide for Cisco Finesse Release 9.1(1)
Before You Install
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Before You Install

Before You Install

About Cisco Finesse Installation

Cisco Finesse is installed on a virtual machine as a primary or secondary node. The installation screens refer to the primary node as the first node.

Finesse is installed on the Linux-based Unified Communications Operating System (OS). This system is an appliance model or "closed box" developed by Cisco, which does not support navigation into, or manipulation of, the file system.

Prerequisites and Recommendations

Before you proceed with the installation, note the following requirements and recommendations:

  • You must have access to a server on which you can install a virtual machine (VM) and you must be familiar with VM installation. See http:/​/​​go/​uc-virtualized for information about supported virtual machines and VMware requirements.
  • Disable Large Receive Offload (LRO) on the VM. For more information, see http:/​/​​wiki/​Disable_​LRO.
  • You must download the Finesse Open Virtual Appliance (OVA) template and its README.txt. You deploy this template for the installation.
  • You must have access to a Network Time Protocol (NTP) server.
  • You must have a valid hostname and domain.
  • Choose the Finesse hostname, domain, and IP address carefully. After you install Finesse, you cannot change these values.
  • You must have a preconfigured default router.
  • You must have a preconfigured Domain Name Server (DNS) and have set up forward and reverse DNS.
  • The Administration & Data Server database (AWDB) must be configured to use Windows authentication.
  • The AWDB must be configured to use a Domain user.
  • You must ensure that the port is the same for the primary and backup Administration & Data Servers.
  • If Cisco Unified Customer Voice Portal (Unified CVP) is used for queuing, configure Unified CVP to support warm transfer and conference, as described in the section "Using the Warm Transfer feature with SIP calls" in the Configuration and Administration Guide for Cisco Unified Customer Voice Portal (http:/​/​​en/​US/​products/​sw/​custcosw/​ps1006/​products_​installation_​and_​configuration_​guides_​list.html) and the section "Network Transfer" in the Cisco Unified Customer Voice Portal Solution Reference Network Design (http:/​/​​en/​US/​products/​sw/​custcosw/​ps1006/​products_​implementation_​design_​guides_​list.html).
  • In Cisco Unified Communications Manager Administration, under Device > Phone, ensure that Maximum Number of Calls is set to no more than 2 and Busy Trigger is set to 1.
  • The installation takes about an hour. For most of that time, it can run unattended.
  • On the installation configuration screens, note that many values (such as hostnames, user IDs, and passwords) are case-sensitive.
  • Much of the installation requires no action on the part of the person who runs it. When user input is required, use the following keyboard navigation and selection actions. (The installation wizard screens do not recognize a mouse or a touchpad.)
Table 1 Installation Wizard Navigation

To Do This

Press This Key

Move to the next field


Move to the previous field


Select an option


Scroll up or down a list

Up or Down Arrow keys

Go to the previous screen

Tab to Back and press the Spacebar

Get information about a screen

Tab to Help and press the Spacebar

Configuration Worksheet

Use this configuration worksheet to record network and password information that the basic installation configuration wizard requires. Store this worksheet information for future reference.


The Finesse hostname, domain, and IP address cannot be changed after Finesse is installed.

Table 2 Configuration Worksheet

Configuration Data

Your Entry



The hostname cannot be "local host." The hostname must be the hostname of the server as registered in the DNS.


IP Address and Mask


Gateway (GW) Address


Primary DNS IP Address


Secondary DNS IP Address (optional)




Administrator User credentials (for more information, see What Accounts and Passwords Are Defined During Installation?)

Administrator User ID: ________________________


To ensure all CLI commands function correctly, the Administrator User ID must be administrator (all lower case).

Administrator User Password: _____________________



Certificate Information






NTP Server Host Name or IP Address

NTP Server 1: __________________________

NTP Server 2: __________________________

Database Access Security Password

Security Password: __________________________

Application User credentials (for more information, see What Accounts and Passwords Are Defined During Installation?)

Application User ID: ________________________

Application User Password: _____________________

A Side CTI Server Hostname or IP Address


A Side CTI Server Port


B Side CTI Server Hostname or IP Address


B Side CTI Server Port


Peripheral ID (ID of the CallManager PG)


Primary Administration & Data Server Hostname or IP Address


Backup Administration & Data Server Hostname or IP Address


Administration & Data Server Port


AWDB Domain




Username to access the AWDB

Note    This user must be a Domain user.


Password to access the AWDB


Hostname or IP address of the secondary Finesse server