Installation Guide for Cisco Unity Release 5.x in a Unified Messaging Configuration with Microsoft Exchange (Without Failover)
Overview of Mandatory Tasks for Installing Cisco Unity
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Overview of Mandatory Tasks for Installing Cisco Unity

Table Of Contents

Overview of Mandatory Tasks for Installing Cisco Unity

Part 1: Installing and Configuring the Cisco Unity Server

Part 2: Installing and Configuring a Voice-Recognition Server

Part 3: Populating the Cisco Unity System with Subscriber and Call Management Data

Part 4: Setting Up Networking Options (If Applicable)

Part 5: Customizing the Cisco Unity Conversation

Part 6: Backing Up Cisco Unity

Part 7: Training


Overview of Mandatory Tasks for Installing Cisco Unity



Note If you are upgrading Cisco Unity, refer instead to the Reconfiguration and Upgrade Guide for Cisco Unity for upgrade instructions.


Use the following high-level task list to install the Cisco Unity system correctly. The tasks reference detailed instructions in the Cisco Unity installation guide, and in other Cisco Unity documentation as noted. Follow the documentation for a successful installation.

The task list leads you through the complete installation of the Cisco Unity system—from installing and configuring the Cisco Unity server; to populating the Cisco Unity system with subscriber and call management data; to setting up optional features, such as networking; to backing up Cisco Unity.


Note Cisco assumes that the Microsoft Exchange environment is already set up and working before the Cisco Unity system is installed.


The list is divided into seven parts. Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it.

Part 1: Installing and Configuring the Cisco Unity Server

The tasks in Part 1 reference chapters in the Cisco Unity installation guide, unless otherwise noted.

1. Confirm that you are using the correct version of the Cisco Unity installation guide for your configuration. This version of the guide is for Cisco Unity 5.0(1) and later Unified Messaging with Exchange (without Cisco Unity failover). For a list of configurations and applicable installation guides, refer to the document Use the Installation Guide That Matches the Cisco Unity 5.x Configuration at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

2. Verify the following requirements:

a. System requirements for the Cisco Unity 5.x system. Refer to the applicable version of System Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

b. Requirements for integrating the phone system(s). Refer to the "Requirements" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_guides_list.html.

c. If the system is using Cisco Unity Bridge Networking: Requirements for the Bridge. Refer to the applicable version of System Requirements, and Supported Hardware and Software for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

d. If the system is using any Cisco Unity networking option (including the Bridge): Requirements for the networking option. Refer to Networking Options Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

3. Gather the documentation and tools for the installation, download the latest Cisco Unity Server Updates wizard and other software, and determine the drive locations for application, log, and database files that you will need later in the installation. See Chapter 2, "Preparing for the Installation."

4. Set up or program the phone system(s) and extensions to enable the integration(s) with Cisco Unity. Refer to the "Programming the <Name> Phone System" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_guides_list.html.

5. Install voice cards in the Cisco Unity server or an expansion chassis; set up the server and attach peripheral devices, if applicable; and make connections from the phone system. See Chapter 3, "Setting Up the Hardware."

6. Configure the RAID arrays, if applicable, install Windows Server 2003 or Windows 2000 Server, and create the partitions, if applicable. See Chapter 4, "Installing the Operating System."

7. Obtain Cisco Unity license files, and use the Cisco Unity System Preparation Assistant to configure the operating system and install required software components. Then set up the server in the Windows networking environment. See Chapter 5, "Customizing the Cisco Unity Platform."

8. Install and configure the applicable Exchange software. See Chapter 6, "Setting Up Exchange."

9. Create the accounts required for the Cisco Unity installation, and set rights and permissions. See Chapter 7, "Creating Accounts for the Installation and Granting Permissions."

10. Decide whether to set up Cisco Unity to use SSL and install the Microsoft Certificate Services component, if applicable, then use the Cisco Unity Installation and Configuration Assistant to install and configure Cisco Unity software, and to set up the Cisco Personal Communications Assistant to use SSL, if applicable. You also set up the Cisco Unity Administrator and the Status Monitor to use SSL, if applicable, then secure the Example Administrator account against toll fraud, and move SQL Server or MSDE database files and transaction logs, if applicable. See Chapter 8, "Installing and Configuring Cisco Unity Software."

11. Install any optional software. See Chapter 9, "Installing Optional Software."


Caution Do not install Microsoft Outlook on the Cisco Unity server, or Cisco Unity may not notify subscribers of new messages.

12. Determine the authentication method that you want to use for the Cisco Unity Administrator web application, and configure IIS, as applicable. See Chapter 10, "Setting Up Authentication for the Cisco Unity Administrator."

13. Store all of the software that was shipped with Cisco Unity together in a location that is safe and can be readily accessed. You may need the discs later to upgrade or to otherwise modify the Cisco Unity system, or Cisco TAC may require you to access them during a service call.

Part 2: Installing and Configuring a Voice-Recognition Server

14. Install and configure a voice-recognition server, if applicable. See Appendix C, "Installing and Configuring a Voice-Recognition Server."

Part 3: Populating the Cisco Unity System with Subscriber and Call Management Data

You do most of the tasks in Part 3 by using the Cisco Unity Administrator. (For information on logging on to the Cisco Unity Administrator and on using it, refer to the "Accessing and Using the Cisco Unity Administrator" chapter of the System Administration Guide for Cisco Unity.)

The tasks reference chapters in the System Administration Guide for Cisco Unity Release 5.x that contain detailed information; the guide is available at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.

15. Define system schedules:

a. Identify standard business hours.

b. Identify closed and weekend hours.

c. Create custom schedules, if necessary.

d. Identify holidays.

Refer to the "Creating and Modifying Schedules" and "Identifying Days as Holidays" sections in the "Call Management Overview" chapter.

16. Set up phone, GUI, and TTS languages (including TTY, if applicable). Refer to the "Managing Languages" chapter.

17. Set up third-party fax, if applicable.

18. Create a call management plan. Refer to the "Creating and Implementing a Call Management Plan" section in the "Call Management Overview" chapter.

19. Prepare to create regular subscriber accounts. Refer to the "Issues to Consider Before Creating Regular Subscriber Accounts" section in the "Managing Subscriber Accounts" chapter.

a. Confirm that you have the necessary permissions for creating subscriber accounts and that Cisco Unity is configured properly to work with the message store.

b. Confirm that you have the applicable licenses.

c. Determine password and account lockout policy for Cisco Unity phone access.

d. Determine logon, password, and account lockout policy for Cisco Unity web access.

e. Decide whether to set up enhanced phone security.

f. Review, change, and create classes of service.

g. Create restriction tables, and assign them to the appropriate class(es) of service.

h. Create public distribution lists.

i. Review, create, and modify subscriber templates. Secure phone passwords, and, as applicable, secure Windows domain account passwords.

j. As needed, change the locale ID of the MAPI profile for the Cisco Unity server.

20. Set up the Cisco Unity Hospitality and property management system integration, if applicable. See the "Hospitality and Property Management System Integration" documentation at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.

21. Test the system configuration:

a. Add a single subscriber (refer to the "Managing Subscriber Accounts" chapter).

b. Use the phone to log on to Cisco Unity as the test subscriber, record a name, and set a phone password. Hang up.

c. Call Cisco Unity and log on as the test subscriber again to confirm that the password, greeting, and conversation specified for the subscriber are working properly. Confirm that the subscriber inherited the correct class of service by testing any applicable features by phone.

d. Log on to the Cisco Personal Communications Assistant (PCA) as the test subscriber. If you gave the test subscriber the required class of service rights, test to see if you can browse from the Cisco PCA Welcome page to the Cisco Unity Assistant. If you gave the test subscriber the required class of service rights, test to see if you can browse to the Cisco Unity Inbox.

e. Make corrections to the system configuration as necessary.

22. Create subscriber accounts. Refer to the "Managing Subscriber Accounts" chapter.

23. Hide users in the Exchange address book, if applicable. Refer to the "Issues to Consider After Creating Subscriber Accounts" section in the "Managing Subscriber Accounts" chapter.

24. Modify individual subscriber accounts as needed. Refer to the "Modifying Subscriber Accounts" section in the "Managing Subscriber Accounts" chapter.

25. Add individual subscribers to public distribution lists, as needed. (For example, assign subscribers to screen those messages left in Cisco Unity that are not associated with a specific recipient, such as those left to the Unaddressed Messages distribution list or for the Opening Greeting call handler.) Refer to the "About Message Handling" section in the "Messaging and Default Accounts Overview" chapter.

26. Implement, then test the call management plan you created in Task 18.:

a. Create call handlers. Refer to the "Managing Call Handlers" chapter.

b. Specify directory handler settings. Refer to the "Managing Directory Handlers" chapter.

c. Create interview handlers. Refer to the "Managing Interview Handlers" chapter.

d. Set up call routing. Refer to the "Creating and Modifying Call Routing Rules" section in the "Call Management Overview" chapter.

27. As applicable, set up subscriber phones to access Cisco Unity, and set up Cisco Unity features that subscribers will use, such as Cisco Unity ViewMail for Microsoft Outlook, text-message notifications, Mobile Message Access for BlackBerry, and Message Monitor. Refer to the "Setting Up Subscriber Workstations" chapter.

Part 4: Setting Up Networking Options (If Applicable)

28. If the system is using Digital Networking: Set up Digital Networking. Refer to the "Digital Networking" chapter of the Networking Guide for Cisco Unity Release 5.x at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

29. If the system is using Internet Subscribers: Set up Internet subscribers. Refer to the "Internet Subscribers" chapter of the Networking Guide for Cisco Unity Release 5.x at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

30. If the system is using AMIS Networking: Set up AMIS Networking. Refer to the "AMIS Networking" chapter of the Networking Guide for Cisco Unity Release 5.x at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

31. If the system is using VPIM Networking: Set up VPIM Networking. Refer to the "VPIM Networking" chapter of the Networking Guide for Cisco Unity Release 5.x at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

32. If the system is using Bridge Networking: Install the Cisco Unity Bridge server. Refer to the "Overview of Mandatory Tasks for Installing the Cisco Unity Bridge" chapter of the applicable Installation Guide for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

33. If the system is using Bridge Networking: Set up Cisco Unity and the Bridge for networking. Refer to the "Setting Up Cisco Unity and the Bridge for Networking" chapter of the applicable Networking Guide for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

Part 5: Customizing the Cisco Unity Conversation

34. When callers access Cisco Unity by phone, they hear a set of prerecorded instructions and options known as the Cisco Unity conversation (also know as the TUI, or telephone user interface). You can customize the conversations that subscribers and unidentified callers hear in several ways.

For example, you may want to change how Cisco Unity handles messages that are interrupted by disconnected calls, specify that Cisco Unity prompts subscribers to record first and then address when they send messages, offer "Easy" Sign-In and system transfers, or specify that Cisco Unity plays additional caller information when subscribers play messages.

You may also want to set up the Cisco Unity Greetings Administrator or the Cisco Unity Broadcast Message Administrator for system administrators to use.

Refer to the "Cisco Unity Conversation Overview" chapter of the System Administration Guide for Cisco Unity Release 5.x at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html for details on these and other conversation customizations.

Part 6: Backing Up Cisco Unity

35. Back up Cisco Unity. Refer to the "About Backing Up a Cisco Unity System" chapter of the Maintenance Guide for Cisco Unity Release 5.x at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.

Part 7: Training

36. Train subscribers, operators, and support desk personnel to use Cisco Unity. Refer to the "Subscriber Orientation" chapter of the System Administration Guide for Cisco Unity Release 5.x at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.