Installation and Upgrade Guide for Cisco Unified Intelligence Center Release 9.1(1)
Upgrades and migrations
Downloads: This chapterpdf (PDF - 1.3MB) The complete bookPDF (PDF - 2.88MB) | Feedback

Upgrades and migrations

Upgrades and migrations

This section explains how to upgrade Unified Intelligence Center software with engineering specials, minor releases, and maintenance releases as they become available and to migrate an older version of Unified Intelligence Center Release 8.0(1) or 8.0(x) to Unified Intelligence Center Release 8.5(x) running on a Virtual Machine.

An upgrade typically happens in place and requires no hardware change whereas a migration involves change in hardware. To continue with Upgrade, see About Upgrades. To continue with migration, skip the initial tasks in this section and start with About Migrations.

To upgrade, you must obtain the upgrade executable file and then apply it using Access Cisco Unified OS Administration.

About upgrades

The upgrade takes less than one hour, and you can install upgrade software on your server while the system continues to operate.

Before starting the software upgrade, back up your system data using the Disaster Recovery system application. For more information about backup, see the Administration Console User Guide for Cisco Unified Intelligence Center.

Upgrade and restart the Controller node first. Then upgrade and restart the members. All nodes must be on the same version of Unified Intelligence Center.

Two bootable partitions exist on your system: an active, bootable partition and an inactive, bootable partition. The system boots up and operates entirely on the partition that is marked as the active partition. Upgrade software installs on the inactive partition. The system continues to function normally on the active partition during the upgrade installation on the inactive partition.

When you are ready, you initiate a Switch Version action. You can do this using a CLI command utils system switch-version. You can also do it in the Cisco Unified OS Administration interface. The switch version action activates the inactive partition. The system reboots to the newly active (formerly inactive) partition that is running the new upgrade software. The pre-upgrade version of the software is in the inactive partition and remains there until the next upgrade.

Your configuration information migrates automatically to the upgraded version in the active partition.

All configuration information in Unified Intelligence Center 8.x releases are preserved across an upgrade to Unified Intelligence Center 9.0(1).

However, in the following scenario, the configuration updates made in Unified Intelligence Center 8.x are not migrated to Unified Intelligence Center 9.0(1), when you:
  • Upgrade from 8.x to 9.0(1) and migrate all configuration information from 8.x to 9.0(1)
  • Perform a switchback to 8.x
  • Log into Intelligence Center Administration page in 8.x and make new configuration changes.
  • Switch over to 9.0(1), the new configuration changes are not migrated when you switch over.

In the above scenario, if you make any configuration changes in an 8.x release after a switchback, perform a full upgrade to Unified Intelligence Center 9.0(1) to reflect all the configuration changes.


Note


Database changes are stored on the database in the active partition. The database on the inactive partition does not get updated. If you make changes to the database after an upgrade and then decide to revert to the pre-upgrade software on the inactive partition, you must repeat those changes after switching the partition. For more information, seeHow is Data Handled During an Upgrade?

Obtain upgrade file

You might receive an upgrade file directly from Cisco Systems, but in most cases, you must download the file from the Cisco Systems Website.

Note


The download process on Cisco.com changes periodically. The following process was in place at the time this Installation Guide was prepared.
Procedure
    Step 1   Point your browser to http:/​/​www.cisco.com.
    Step 2   Select Support > Download Software.
    Step 3   Select Voice and Unified Communications.
    Step 4   Click the Customer Contact folder to expand it.
    Step 5   Click the Cisco Unified Contact Center Products folder to expand it.
    Step 6   Expand Cisco Unified Contact Center Products.
    Step 7   Click Cisco Unified Intelligence Suite and Intelligence Center Software. This opens a tree of all releases.
    Step 8   Navigate to the folder and subfolder for the release you want.
    Step 9   Select the .exe file and click Download Now.
    Step 10   Log in.
    Step 11   Review the download cart, and then select the Release Note document
    Step 12   Scroll down to select Proceed with Download.
    Step 13   Click Agree at the Download Rules page.
    Step 14   Select the download option and download/save the file to the desired location.
    Note    Do not rename the patch file before you install it, because if you do, the system will not recognize it as a valid file.
    Note    Do not unzip or untar the file. If you do, the system may not be able to read the upgrade files.
    Step 15   Make this file available on all nodes.

    Access Cisco Unified OS Administration

    You perform the upgrade from the Cisco Unified OS Administration application, which you can access as follows.

    Procedure
      Step 1   Choose Controller node > OS Administration.
      Step 2   From the Navigation drop-down list, click Go.
      Figure 1. Unified OS Administration



      Step 3   From a Member node, enter http://x.x.x.x/cmplatform, where x.x.x.x is the IP address of the member.
      Step 4   Sign in using the username and password of the system administrator account.
      Step 5   Select Software Upgrades > Install/Upgrade to display the Software Installation/Upgrade page.
      Figure 2. Software Upgrade page



      Step 6   Select source: DVD/​CD or Remote Filesystem.

      Upgrade from DVD/CD

      Follow these steps if a DVD/CD is the source for your install/upgrade.

      Procedure
        Step 1   Prepare a writeable DVD and insert it into the disc drive on the server that is to be upgraded.
        Step 2   Select DVD/CD from the Source list on the Software Upgrades > Install/Upgrade page.
        Step 3   In the Directory field, enter the path to the upgrade file.

        If the file is in the root directory, enter a slash (/) in the Directory field.

        Step 4   To continue the upgrade process, click Next.
        Step 5   Choose the upgrade version that you want to install and click Next.
        Step 6   In the next window, monitor the progress of the download. If you encounter difficulties, see What To Do if the Upgrade Stalls.
        Step 7   When the download completes, Click Next.
        Step 8   If you want to install the upgrade and automatically reboot to the upgraded partition, choose Reboot to upgraded partition. The system restarts running the upgraded software.
        Step 9   If you want to install the upgrade and then manually reboot to the upgraded partition at a later time, do the following:
        1. Choose Do not reboot after upgrade.
        2. Click Next.The Upgrade Status window displays the Upgrade log.
        3. When the installation completes, click Finish.
        4. To restart the system and activate the upgrade, choose Settings > Version, and then click Switch Version.

        The system restarts running the upgraded software.

        Note    It takes about a half-hour to complete the Switch Version and the restart.
        Step 10   Clear the browser cache before you start working on the new version of Unified Intelligence Center. For more information about clearing the cache, see your browser specific documentation.

        Upgrade from Remote Filesystem

        Follow these steps if Remote Filesystem is the source for your install/upgrade.

        Procedure
          Step 1   Choose Remote Filesystem from the Source list on the Software Upgrades > Install/Upgrade page.
          Step 2   Enter the path to the directory that contains the patch file on the remote system in the Directory field.

          If the upgrade file is 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, enter /patches. If the upgrade file is on a Windows server, check with your system administrator for the correct directory path.

          Step 3   In the Server field, enter the server name or IP address.
          Step 4   In the User Name field, enter your username on the remote server.
          Step 5   In the User Password field, enter your password on the remote server.
          Step 6   Select the transfer protocol from the Transfer Protocol field.
          Step 7   To continue the upgrade process, click Next.
          Step 8   In the next window, monitor the progress of the download. If you encounter difficulties, see What to do if the upgrade stalls.
          Step 9   When the download completes, click Next.
          Step 10   If you want to install the upgrade and automatically reboot to the upgraded partition, choose Reboot to upgraded partition. The system restarts running the upgraded software.
          Step 11   If you want to install the upgrade and then manually reboot to the upgraded partition at a later time, do the following:
          1. Choose Do not reboot after upgrade.
          2. Click Next. The Upgrade Status window displays the Upgrade log.
          3. When the installation completes, click Finish.
          4. To restart the system and activate the upgrade, choose Settings > Version, and then, click Switch Version.

          The system restarts running the upgraded software.

          Note    It takes about a half-hour to complete the Switch Version and the restart.
          Step 12   Clear the browser cache before you start working on the new version of Unified Intelligence Center. For more information about clearing the cache, see your browser specific documentation.

          Revert to previous version

          After upgrading, you can revert to the software version that was running before the upgrade, by restarting your system and switching to the software version on the inactive partition.

          You can do this in two ways. You can use the CLI command utils system switch-version on each node. You can also use the user interface in the Unified OS Administration.

          Follow these steps to revert using Unified OS Administration.


          Note


          All nodes must be running the same version of Unified Intelligence Center. Reverting is an all-or-none operation when you operate a cluster of Unified Intelligence Center nodes.
          Procedure
            Step 1   Open the Unified OS Administration console directly from the controller by entering the following URL: https://server-name/cmplatform, where server-name is the hostname or IP address of the member node.
            Step 2   Sign in using the system administrator credentials.
            Step 3   Choose Settings > Version.

            This opens the Version Settings screen, which shows the software version on both the active and inactive partitions. To switch versions and restart, click Switch Versions. When the system restarts, it boots to the now-active (formerly inactive) partition with your migrated data in place.

            Note    It takes about a half-hour to complete the Switch Version and the restart.

            About migrations

            As part of the migration, you must first upgrade your old Unified Intelligence Center Release 8.0(1) or 8.0(2) to Unified Intelligence Center Release 8.0(3) by following the steps in About Upgrades.

            After you successfully upgrade to Unified Intelligence Center Release 8.0(3), you must back up your Unified Intelligence Center system data using the Disaster Recovery system application. For more information about backup, see the Administration Console User Guide for Cisco Unified Intelligence Center.

            This backed-up data is then restored on the Virtual Machine that has the latest version of Unified Intelligence Center installed.

            Back up data from Cisco Unified Intelligence Center Release 8.0(3)

            Perform the following tasks on the Unified Intelligence Center release 8.0(3) running on a MCS server that you want to migrate, to Unified Intelligence Center Release 8.0(3) running on a Virtual Machine.


            Note


            If you want to upgrade your previous release of Unified Intelligence Center to Release 8.0(3) on the same hardware, you can do so by following the instructions in the About Upgrades section.
            Procedure
              Step 1   Navigate to the Disaster Recovery System. Log in to Cisco Unified Communications Manager Administration, choose Disaster Recovery System from the Navigation menu in the upper-right corner of the Cisco Unified Communications Manager Administration window, and click Go. The Disaster Recovery System Logon window appears.
              Step 2   Log in to the Disaster Recovery System by using the same administrator username and password that you use for Unified Communications OS Administration.
              Step 3   Use the Backup menu options to set up backup devices to take back up of your data
              Step 4   Run a manual backup. You can select the features to back up in the Select Features section. For more information, see the online help for the Manual Backup window.
              Step 5   Note the host name and IP address of the system that you just backed up. Use the same host name and IP address when you create a Virtual Machine instance.
              Note    Be aware that your backup .tar files are encrypted by a randomly generated password. This password is then encrypted by using the cluster security password and is saved along with the backup .tar files. You must remember this security password or take a backup immediately after the security password change/reset.

              Step 6   Use the Backup History to confirm that the backup was completed without any errors. The Backup History window displays only the last 20 backup jobs.
              Caution    Be aware that if the backup to the remote server is not completed within 20 hours, the backup session times out. You must then begin a fresh backup.

              Installation of Cisco Unified IC Release 8.0(3) over Virtual Machine


              Note


              After you take backup successfully, shut down all of the Unified Intelligence Center nodes that must be migrated from physical hardware to a Virtual Machine.

              Note


              The new Virtual Machine instance should have the same hostname and IP address as that of the machine from which you are migrating or else the DRF data restore will not be successful.

              For more information, see Preparations for Unified IC installation on a Virtual Machine to install Unified Intelligence Center over a Virtual Machine.

              Restore backed-up data on Cisco Unified IC Virtual Machine

              After you have taken the back up of your data and configuration from the Unified IC Release 8.0(3) running over physical hardware, you need to restore this on to the Virtual Machine running Unified IC Release 8.0(3).

              In case of a multi-node cluster deployment, before you restore a cluster, make sure that all nodes in the cluster are up and communicating with the first node. You must perform a fresh install for the nodes that are down or not communicating with first node at the time of the restore.


              Note


              The new Virtual Machine instance should have the same hostname and IP address as that of the machine from which you are migrating.

              Ensure that the Virtual Machine is up and running the latest version of Unified IC by following the tasks mentioned in Install Unified IC on Virtual Machine and Installation – all nodes.

              Procedure
                Step 1   Navigate to the Disaster Recovery System. Log in to Cisco Unified Communications Manager Administration, choose Disaster Recovery System from the Navigation drop-down list box in the upper, right corner of the Cisco Unified Communications Manager Administration window, and click Go.

                The Disaster Recovery System Logon window displays.

                Step 2   Log in to the Disaster Recovery System by using the same Administrator username and password that you use for Cisco Unified Communications Operating System Administration.
                Step 3   Navigate to the Backup > Backup Device.

                The Backup Device List window displays.

                Step 4   To configure a new backup device, click Add New.

                The Backup Device window displays.

                Step 5   Enter the backup device name in the Backup device name field.
                Step 6   Choose Network Directory as the backup device and provide the details of the network shared location where the previously taken Unified IC release 8.0(3) data backup is located. For details on how to take a data backup using DRF, refer to Backing up data from the Cisco Unified IC Release 8.0(3) .
                Step 7   To update these settings, click Save.
                Step 8   Navigate to Restore > Restore Wizard. The Restore Wizard Step 1 window displays.
                Step 9   In the Select Backup Device area, choose the backup device from which to restore the data.
                Step 10   Click Next. The Restore Wizard Step 2 window displays.
                Step 11   Choose the backup file that you want to restore.
                Note    The backup filename indicates the date and time that the system created the backup file.
                Step 12   Click Next. The Restore Wizard Step 3 window displays.
                Step 13   Choose the features that you want to restore.
                Note    Only the features that backed up to the file you chose appear. The existing license will not work on a Virtual Machine. You need to get a different license for the Virtual Machine, based on the licensing MAC. See Acquire your license for detailed steps on obtaining licenses.
                Step 14   Click Next. The Restore Wizard Step 4 window displays.
                Step 15   When you get prompted to choose the nodes to restore, choose all the nodes in the cluster.
                Note    To know more about viewing the status of the restore, see the Viewing the Restore Status topic in the Online Help. Depending on the size of your database and the components that you choose to restore, the system can require a few hours to restore.
                Step 16   Restart the Unified IC virtual machine.
                Note    Depending on the size of your database and the components that you choose to restore, the system can require a few hours to restore.
                Step 17   When the restoration completes and the Percentage Complete field on the Restore Status window in the Disaster Recovery System shows 100 percent, begin rebooting the subsequent nodes in the cluster.
                Step 18   When all the subsequent nodes have rebooted and are running the restored version of Cisco Unified Intelligence Center, reboot the first node.
                Note    Database replication on the subsequent nodes may take an hour or more to complete after the publisher reboots, depending on the size of the cluster.
                Step 19   Check the Replication Status value on all nodes by using the utils dbreplication status CLI command as described in the Command Line Interface Reference Guide for Cisco Unifed Communications Solutions. The value on each node should be equal to 2.
                Note    If replication does not set up properly, use the utils dbreplication reset CLI command as described in the Command Line Interface Reference Guide for Cisco Unifed Communications Solutions.
                Step 20   Log in to the Disaster Recovery System by using the same Administrator username and password that you use for Cisco Unified Communications Operating System Administration.
                Step 21   Navigate to Restore > Status. The Restore Status window displays. The Status column in the Restore Status window shows the status of the restoration in progress, including the percentage of completion of the restore procedure.
                Step 22   To view the restore log file, click the log filename link.