Reconfiguration and Upgrade Guide for Cisco Unity Release 5.x (With Microsoft Exchange)
Upgrading Exchange on the Cisco Unity 5.x System
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Upgrading Exchange on the Cisco Unity 5.x System

Table Of Contents

Upgrading Exchange on the Cisco Unity 5.x System

Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x Without Failover

Downloading Software (Cisco Unity 5.x Without Failover)

Upgrading Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x Without Failover)

Reconfiguring Cisco Unity (Version 5.x Without Failover)

Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x with Failover Configured

Downloading Software (Cisco Unity 5.x with Failover Configured)

Upgrading Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x with Failover Configured)

Reconfiguring Cisco Unity (Version 5.x with Failover Configured)

Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x Without Failover

Downloading Software (Cisco Unity 5.x Without Failover)

Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x Without Failover)

Reconfiguring Cisco Unity (Version 5.x Without Failover)

Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x with Failover Configured

Downloading Software (Cisco Unity 5.x with Failover Configured)

Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)

Reconfiguring Cisco Unity (Version 5.x with Failover Configured)

Upgrading Exchange 5.5 to Exchange 2003 or 2000


Upgrading Exchange on the Cisco Unity 5.x System


Use the procedures in this chapter to change the partner Exchange server to a server that is running a later version of Exchange than the current partner Exchange server is running. If you want to change the partner Exchange server to a server running the same version of Exchange, see the "Changing the Partner Exchange Server" chapter.

This chapter contains the following sections:

Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x Without Failover

Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x with Failover Configured

Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x Without Failover

Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x with Failover Configured

Upgrading Exchange 5.5 to Exchange 2003 or 2000

Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x Without Failover


Note If Cisco Unity failover is configured, see the "Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x with Failover Configured" section to upgrade those servers.


The upgrade procedures in this section were tested in a configuration that included the following elements:

A domain controller/global catalog server (DC/GC).

A Cisco Unity server (member server).

An Exchange 2003 Server with Exchange 2003 Service Pack 2 (member server).

A separate Exchange 2007 server that was added during the upgrade (member server).


Caution All testing was done with the old partner Exchange server, the new partner Exchange server, and the Cisco Unity server in the same Active Directory domain. Upgrading from one version of Exchange to another when the partner Exchange servers are in separate Active Directory domains has not been tested, and may fail.

The following subsections contain the instructions for upgrading a Cisco Unity 5.x system without failover from Exchange 2000 or 2003 to Exchange 2007:

Downloading Software (Cisco Unity 5.x Without Failover)

Upgrading Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x Without Failover)

Reconfiguring Cisco Unity (Version 5.x Without Failover)

Cisco Unity will continue to function after you do the procedures in the "Upgrading Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x Without Failover)" subsection, so you do not have to immediately do the procedures in the "Reconfiguring Cisco Unity (Version 5.x Without Failover)" subsection.

Do not decommission the existing partner Exchange 2000 or 2003 server until you have completed all three subsections.


Note If the Cisco Unity server is running Cisco Unity 4.2(1) or earlier, upgrade to the shipping Cisco Unity 5.x version before you upgrade to Exchange 2007. See Chapter 1, "Upgrading Cisco Unity 4.x Software to the Shipping 5.x Version" in this guide, and use the task list for upgrading Cisco Unity without failover:


Downloading Software (Cisco Unity 5.x Without Failover)

This subsection lists the software needed to reconfigure a Cisco Unity system for Exchange 2007. Note the following considerations:

The downloads may total 200 MB or more. Use a computer with a high-speed Internet connection, and confirm that the computer has sufficient disk space or has access to a network drive with sufficient disk space.

The downloads are all self-extracting executable files. When all downloads are complete, extract the updates, then delete the downloaded .exe files to free disk space.

The documentation instructs you when to install the software you download.

Download the following software:

The latest Exchange 2007 service pack recommended for use with Cisco Unity, if any. Refer to System Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html. The service pack is available on the Microsoft website.

The latest version of the Cisco Unity Directory Walker (DbWalker) utility, available at http://ciscounitytools.com/App_DirectoryWalker4.htm. Db Walker is used to check the consistency of and correct errors in the Cisco Unity database before the upgrade.

The latest versions of the Cisco Unity Disaster Recovery tools (DiRT), available at http://ciscounitytools.com/App_DisasterRecoveryTools.htm. DiRT is used to back up Cisco Unity data before the upgrade and to restore Cisco Unity data, if necessary.

The latest version of the Cisco Unity Permissions wizard, available at http://ciscounitytools.com/App_PW_501.htm.

Upgrading Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x Without Failover)


Caution If you are using the Cisco Unity Voice Connector for Microsoft Exchange, you must keep an Exchange 2000 or Exchange 2003 server in the forest and install the Voice Connector on that server. An Exchange 2007 version of the Voice Connector is not currently available.

For Cisco Unity 4.0(2) and earlier, when the partner Exchange server was running Exchange 2000, Permissions Wizard automatically added the message store services account to the Exchange Domain Servers group. If you are upgrading to Exchange 2007 on a Cisco Unity system that has been upgraded from 4.0(2) or earlier, do the following procedure to remove the Cisco Unity message store services account from the Exchange Domain Servers group, or message delivery will fail.

To Remove the Message Store Services Account from the Exchange Domain Servers Group (Selected Configurations Only)


Step 1 On the Windows Start menu, click Programs > Microsoft Exchange > Active Directory Users and Computers.

Step 2 In the left pane of Active Directory Users and Computers, expand the domain that contains the Cisco Unity server, and click Users.

Step 3 In the right pane, double-click Exchange Domain Servers.

Step 4 In the Exchange Domain Servers Properties dialog box, click the Members tab.

Step 5 In the Members list, click the name of the message store services account, and click Remove.

Step 6 Click Yes to confirm.

Step 7 Click OK to close the Exchange Domain Servers Properties dialog box.

Step 8 Close Active Directory Users and Computers.


To Upgrade from Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x Without Failover)


Step 1 Follow the Microsoft documentation to install an Exchange 2007 server that has the Mailbox server role. This is the server that you will use as the partner Exchange server. For more information on choosing a partner server, see the "Choosing a Different Partner Exchange Server" section on page 4-1.


Caution Do not decommission the existing partner Exchange server until you complete the procedures in the "Reconfiguring Cisco Unity (Version 5.x Without Failover)" subsection, or Cisco Unity subscribers will not be able to access voice messages stored in Exchange.

If you are connecting Cisco Unity with another voice-messaging system using AMIS, Cisco Unity Bridge, or VPIM Networking, when you run the Exchange 2007 Readiness Check scan in the Exchange Best Practices Analyzer, the report will include a warning about the AvExchangeIVC_<connector_id> Voice Connector. This warning is expected. As noted earlier in this section, you need to keep an Exchange 2000 or Exchange 2003 server in the forest for the Voice Connector until you have completed the transition to Cisco Unity.

Step 2 Regardless of which version(s) of Outlook your are using, configure offline address books for Outlook 2003 and earlier:

a. Log on to an Exchange 2007 server, and start Exchange Management Console.

b. In the console tree, click Microsoft Exchange.

c. In the results pane, click the Finalize Deployment tab.

d. In the Mailbox section, click Configure Offline Address Book (OAB) Distribution for Outlook 2003 and Earlier Clients.

e. Follow the procedures to create a public folder database and to configure the default offline address book.

Step 3 If an Exchange 2007 service pack has been released and qualified for use with Cisco Unity, back up the Exchange 2007 server that you will use as the partner Exchange server and all Exchange 2007 servers that home mailboxes for Cisco Unity subscribers.


Caution Microsoft recommends that you back up Exchange servers before you install the latest recommend Exchange service pack because some service packs cannot be uninstalled.

Step 4 Install the latest recommended Exchange 2007 service pack on the Exchange 2007 server that you will use as the partner Exchange server and on all Exchange 2007 servers that home mailboxes for Cisco Unity subscribers.


Reconfiguring Cisco Unity (Version 5.x Without Failover)

This subsection contains five procedures. Do them in the order listed to reconfigure Cisco Unity after you have installed the Exchange 2007 server that will become the partner server.

If you are reconfiguring multiple Cisco Unity servers without failover, do all of the procedures on each server.

To Check the Consistency of the Cisco Unity Database (Cisco Unity 5.x Without Failover)


Step 1 On the Cisco Unity server, install the latest version of DbWalker, if it is not already installed.

Step 2 Run DbWalker, and correct all errors that the utility finds. Refer to DbWalker Help for detailed instructions on running the utility and on correcting errors in the database. (The Help file, DbWalker.htm, is in the same directory as DbWalker.exe.)


To Back Up Cisco Unity Data (Cisco Unity 5.x Without Failover)


Step 1 On the Cisco Unity server, install the latest versions of DiRT, if the tools are not already installed.

Step 2 Back up Cisco Unity data by using the Disaster Recovery Backup tool. Refer to DiRT Help for detailed instructions. (The Help file, UnityDisasterRecovery.htm, is in the same directory as UnityDisasterRecoveryBackup.exe.)


Caution Follow Help carefully. DiRT includes a variety of options that you must understand to use the tools successfully. In addition, the account you are logged on as when you back up Cisco Unity data must have sufficient permissions or the backup will fail.

To Upgrade Exchange Software on the Cisco Unity Server (Cisco Unity 5.x Without Failover)


Step 1 Exit the Cisco Unity software.

Step 2 If Exchange 2000 System Management Tools is installed on the Cisco Unity server, upgrade to Exchange 2003 System Management Tools. Refer to Exchange 2003 Help for more information.


Caution Do not install the Exchange 2007 Management Console on the Cisco Unity server or Cisco Unity will not function properly.

Step 3 Install the latest Exchange 2003 service pack recommended for use with Cisco Unity, if any.


In the next procedure, you run the Cisco Unity Permissions wizard. If you do not run the wizard, Cisco Unity will not function properly.

To Run the Cisco Unity Permissions Wizard (Cisco Unity 5.x Without Failover)


Step 1 On theCisco Unity server, install the latest version of the Cisco Unity Permissions wizard, if it is not already installed.

Step 2 Log on to the Cisco Unity server by using an account that meets the following criteria:

Is a member of the Domain Admins group in the domain in which the Cisco Unity server is installed.

Is either an Exchange Full Administrator or a member of the Domain Admins group in the domain in which Exchange mailboxes for Cisco Unity subscribers are homed. (If Exchange mailboxes are homed in multiple domains, the account that you log on with must be either an Exchange Full Administrator or a member of the Domain Admins group in a domain that contains all of the domains in which mailboxes are homed.)


Caution If you try to run the Permissions wizard by using an account that has less than the default permissions for a Domain Admin, the wizard may not be able to set all of the permissions required by the installation account and the service accounts. If the Permissions wizard cannot set all of the required permissions, Cisco Unity will not run properly.

Step 3 Run the Permissions wizard from the directory in which you installed it in Step 1. For more information, refer to Permissions wizard Help.


Caution Remember to specify the mailstores on the new Exchange 2007 servers when you run the Permissions wizard so that Cisco Unity has the necessary rights to the new mailstores. Otherwise, Cisco Unity subscribers whose Exchange mailboxes are homed on the servers will not be able to send or receive voice messages.

Step 4 Restart the Cisco Unity server.


To Configure Cisco Unity for Exchange 2007 (Cisco Unity 5.x Without Failover)


Step 1 Confirm that Exchange is running on the partner Exchange server that you chose in Step 1 of the "To Upgrade from Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x Without Failover)" procedure.

If Exchange is not running, configuring Cisco Unity for Exchange will fail.

Step 2 On the Cisco Unity server, log on to Windows by using the Cisco Unity installation account.

Step 3 Exit the Cisco Unity software.

Step 4 On the Windows Start menu, click Settings > Control Panel > Add/Remove Programs.

Step 5 In the list of currently installed programs, click Cisco Unity Message Store Configuration Wizard, and click Change/Remove.

Step 6 On the Cisco Unity Message Store Configuration Wizard Welcome screen, click Next.

Step 7 Enter the password for the installation account, and click Next.

Step 8 If an account does not exist for the Cisco Unity Administrator (Cisco Unity administration account), skip to Step 9.

If an account exists for the Cisco Unity Administrator, click Change, then in the Select User dialog box, double-click the name of the Cisco Unity administration account.

Step 9 Click Next.

Step 10 In the Select Partner Message Store dialog box, click Microsoft Exchange 2007, and click Next.

Step 11 If Cisco Unity is installed in a Unified Messaging configuration, uncheck the Disable Active Directory Accounts that Are Created By Cisco Unity check box, and click Next. Then skip to Step 12.

If Cisco Unity is installed in a Voice Messaging configuration, review the onscreen text and check or uncheck the Disable Active Directory Accounts that Are Created By Cisco Unity check box, as applicable, and click Next.

Step 12 In the Select Mailbox Location dialog box, specify the partner Exchange 2007 server and the mailbox store in which to create new mailboxes, and click Next.

Step 13 In the Select Active Directory Containers for New Objects dialog box, specify the domain in which you want Cisco Unity to create users and distribution lists.

Step 14 If custom organizational units were created for users or distribution lists, click the corresponding Change button to specify them, and click Next.

Step 15 On the Run Scripts on the Partner Exchange 2007 Server page, do not click Next or Cancel. You will return to the Cisco Unity server to complete the wizard in Step 20.

Step 16 Copy the file Ex2k7Script_<servername>.ps1 from the Windows desktop to one of the following locations:

A removeable disk.

A network location that is accessible either to the partner Exchange server or to another server on which Exchange Management Shell is installed.

Step 17 Log on to a server on which Exchange Management Shell is installed using an account that has the permissions required to run a script.

Step 18 Copy the script onto the local server.

Step 19 Start Exchange Management Shell, and run the script.

Step 20 Exit Exchange Management Shell, and return to the Cisco Unity server.

Step 21 Follow the on-screen prompts until message store configuration is complete.

Step 22 Repeat this procedure on any other Cisco Unity servers in the forest.


Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x with Failover Configured


Note If there are one or more non-failover Cisco Unity servers in the forest, see the "Upgrading Exchange 2000 or 2003 to Exchange 2007 for Cisco Unity 5.x Without Failover" section to upgrade those servers.


The upgrade procedures in this section were tested in a configuration that included the following elements:

A domain controller/global catalog server (DC/GC).

A Cisco Unity primary server (member server).

A Cisco Unity secondary server (member server).

An Exchange 2003 Server with Exchange 2003 Service Pack 2 (member server).

A separate Exchange 2007 server that was added during the upgrade (member server).


Caution All testing was done with the old partner Exchange server, the new partner Exchange server, and the Cisco Unity server in the same Active Directory domain. Upgrading from one version of Exchange to another when the partner Exchange servers are in separate Active Directory domains has not been tested, and may fail.

The following subsections contain the instructions for upgrading a Cisco Unity 5.x system configured for failover from Exchange 2000 or Exchange 2003 to Exchange 2007:

Downloading Software (Cisco Unity 5.x with Failover Configured)

Upgrading Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x with Failover Configured)

Reconfiguring Cisco Unity (Version 5.x with Failover Configured)

Cisco Unity will continue to function after you do the procedures in the "Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)" subsection, so you do not have to immediately do the procedures in the "Reconfiguring Cisco Unity (Version 5.x with Failover Configured)" subsection.

Do not decommission the existing partner Exchange 2000 or 2003 server until you have completed all three subsections.


Note If the Cisco Unity failover servers are running Cisco Unity 4.2(1) or earlier, upgrade to Cisco Unity 5.x before you upgrade to Exchange 2007. See Chapter 1, "Upgrading Cisco Unity 4.x Software to the Shipping 5.x Version" in this guide, and use the task list for upgrading Cisco Unity without failover.


Downloading Software (Cisco Unity 5.x with Failover Configured)

This section lists the software needed to reconfigure a Cisco Unity system for Exchange 2007. Note the following considerations:

The downloads may total 200 MB or more. Use a computer with a high-speed Internet connection, and confirm that the computer has sufficient disk space or has access to a network drive with sufficient disk space.

The downloads are all self-extracting executable files. When all downloads are complete, extract the updates, then delete the downloaded .exe files to free disk space.

The documentation instructs you when to install the software you download.

Download the following software:

The latest Exchange 2007 service pack recommended for use with Cisco Unity, if any. Refer to System Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html. The service pack is available on the Microsoft website.

The latest version of the Cisco Unity Directory Walker (Db Walker) utility, available at http://ciscounitytools.com/App_DirectoryWalker4.htm. Db Walker is used to check the consistency of and correct errors in the Cisco Unity database before the upgrade.

The latest version of the Cisco Unity Disaster Recovery Tools (DiRT), at http://ciscounitytools.com/App_DisasterRecoveryTools.htm. DiRT is used to back up the Cisco Unity server before the upgrade.

The latest version of the Cisco Unity Permissions wizard, available at http://ciscounitytools.com/App_PW_501.htm.

Upgrading Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x with Failover Configured)

Before you begin the upgrade, note the following considerations:


Caution If you are using the Cisco Unity Voice Connector for Microsoft Exchange, you must keep an Exchange 2000 or Exchange 2003 server in the forest and install the Voice Connector on that server. An Exchange 2007 version of the Voice Connector is not currently available.

For Cisco Unity 4.0(2) and earlier, when the partner Exchange server was running Exchange 2000, Permissions Wizard automatically added the message store services account to the Exchange Domain Servers group. If you are upgrading to Exchange 2007 on a Cisco Unity system that has been upgraded from 4.0(2) or earlier, do the following procedure to remove the Cisco Unity message store services account from the Exchange Domain Servers group, or message delivery will fail.

To Remove the Message Store Services Account from the Exchange Domain Servers Group (Selected Configurations Only)


Step 1 On the Windows Start menu, click Programs > Microsoft Exchange > Active Directory Users and Computers.

Step 2 In the left pane of Active Directory Users and Computers, expand the domain that contains the Cisco Unity server, and click Users.

Step 3 In the right pane, double-click Exchange Domain Servers.

Step 4 In the Exchange Domain Servers Properties dialog box, click the Members tab.

Step 5 In the Members list, click the name of the message store services account, and click Remove.

Step 6 Click Yes to confirm.

Step 7 Click OK to close the Exchange Domain Servers Properties dialog box.

Step 8 Close Active Directory Users and Computers.


To Upgrade from Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x with Failover Configured)


Step 1 Follow the Microsoft documentation to install an Exchange 2007 server that has the Mailbox server role. This is the server that you will use as the partner Exchange server. For more information on choosing a partner server, see the "Choosing a Different Partner Exchange Server" section on page 4-1.


Caution Do not decommission the existing partner Exchange server until you complete the procedures in the "Reconfiguring Cisco Unity (Version 5.x with Failover Configured)" subsection, or Cisco Unity subscribers will not be able to access voice messages stored in Exchange.

Step 2 Regardless of which version(s) of Outlook your are using, configure offline address books for Outlook 2003 and earlier:

a. Log on to an Exchange 2007 server, and start Exchange Management Console.

b. In the console tree, click Microsoft Exchange.

c. In the result pane, click the Finalize Deployment tab.

d. In the Mailbox section, click Configure Offline Address Book (OAB) Distribution for Outlook 2003 and Earlier Clients.

e. Follow the procedures to create a public folder database and to configure the default offline address book.

Step 3 If an Exchange 2007 service pack has been released and qualified for use with Cisco Unity, back up the Exchange 2007 server that you will use as the partner Exchange server and all Exchange 2007 servers that home mailboxes for Cisco Unity subscribers.


Caution Microsoft recommends that you back up Exchange servers before you install the latest recommend Exchange service pack because some service packs cannot be uninstalled.

Step 4 Install the latest recommended Exchange 2007 service pack on the Exchange 2007 server that you will use as the partner Exchange server and on all Exchange 2007 servers that home mailboxes for Cisco Unity subscribers.


Reconfiguring Cisco Unity (Version 5.x with Failover Configured)

Revised May 1, 2008

This subsection contains 11 procedures. Do them in the order listed to reconfigure Cisco Unity after you have upgraded to Exchange 2007.

To Check the Consistency of the Cisco Unity Database on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the primary server, install the latest version of DbWalker, if it is not already installed.

Step 2 Run DbWalker, and correct all errors that the utility finds. Refer to DbWalker Help for detailed instructions on running the utility and on correcting errors in the database. (The Help file, DbWalker.htm, is in the same directory as DbWalker.exe.)


To Back Up Cisco Unity Data on the Secondary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the secondary server, install the latest versions of DiRT, if the tools are not already installed.

Step 2 Back up Cisco Unity data by using the Disaster Recovery Backup tool. Refer to DiRT Help for detailed instructions. (The Help file, UnityDisasterRecovery.htm, is in the same directory as UnityDisasterRecoveryBackup.exe.)


Caution Follow Help carefully. DiRT includes a variety of options that you must understand to use the tools successfully. In addition, the account you are logged on as when you back up Cisco Unity data must have sufficient permissions or the backup will fail.

Caution Do not back up the primary server unless the secondary server is unavailable. If you restore from a backup of the primary server, you must also perform an additional procedure for Cisco Unity failover to function correctly. For more information, see "Working With Systems Configured For Failover" in DiRT Help.

To Disable Automatic Failover, and Stop File and SQL Replication (Cisco Unity 5.x with Failover Configured)


Step 1 If the primary server is active, skip to Step 5.

If the primary server is not active, on the Windows Start menu on the secondary server, click Programs > Cisco Unity >Failover Monitor.

Step 2 Click Failback.

Step 3 Click OK to confirm that you want to fail back to the primary server.

Step 4 Close the Failover Monitor.

Step 5 On the primary server, on the Windows Start menu, click Programs > Cisco Unity > Failover Monitor.

Step 6 Click Advanced.

Step 7 Check the Disable Automatic Failover and Failback check box.

Step 8 (If the applicable ES is installed on the Cisco Unity servers) Confirm that the Enable File Replication check box is unchecked.


Note The Enable File Replication check box does not appear if the applicable ES is not installed.


Step 9 Click OK, and close the Failover Monitor.

Step 10 On the primary server, on the Windows Start menu, click Programs > Administrative Tools > Services.

Step 11 In the right pane, double-click AvCsNodeMgr.

Step 12 On the General tab, click Stop.

Step 13 In the Startup Type list, click Disabled.

Step 14 Click OK.

Step 15 Close the Services window.


Caution Because the Node Manager service is disabled, file replication stops. Replication is re-enabled when normal failover operation resumes.

Step 16 On the secondary server, on the Windows Start menu, click Programs > Administrative Tools > Services.

Step 17 In the right pane, double-click AvCsNodeMgr.

Step 18 On the General tab, click Stop.

Step 19 In the Startup Type list, click Disabled.

Step 20 Click OK.

Step 21 Close the Services window.

Step 22 On the primary server, on the Windows Start menu, click Programs > Microsoft SQL Server > Enterprise Manager.

Step 23 In the left pane of the Console Root window, browse to the Replication node for the primary server. Typically, the node is three levels under the Microsoft SQL Servers node.

Step 24 Right-click the Replication node, and click Disable Publishing. The Disable Publishing and Distribution wizard appears.

Step 25 On the Welcome page, click Next.

Step 26 On the Disable Publishing page, click Yes, then click Next.

Step 27 On the Confirm Dropping of Publications page, click Next.

Step 28 On the Completing page, click Finish.

Step 29 When the process is completed, click OK.

Step 30 Close the Console Root window.

Step 31 Exit Enterprise Manager.


To Upgrade Exchange Software on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the primary server, exit the Cisco Unity software.

Step 2 If Exchange 2000 System Management Tools is installed on the primary server, upgrade to Exchange 2003 System Management Tools. Refer to Exchange 2003 Help for more information.


Caution Do not install the Exchange 2007 Management Console on the primary Cisco Unity server, or Cisco Unity will not function properly.

Step 3 Install the latest Exchange 2007 service pack recommended for use with Cisco Unity, if any.


To Run the Cisco Unity Permissions Wizard on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the primary server, install the latest version of the Cisco Unity Permissions wizard, if it is not already installed.

Step 2 Log on to the primary server by using an account that meets the following criteria:

Is a member of the Domain Admins group in the domain in which the Cisco Unity server is installed.

Is either an Exchange Full Administrator or a member of the Domain Admins group in the domain in which Exchange mailboxes for Cisco Unity subscribers are homed. (If Exchange mailboxes are homed in multiple domains, the account that you log on with must be either an Exchange Full Administrator or a member of the Domain Admins group in a domain that contains all of the domains in which mailboxes are homed.)


Caution If you try to run the Permissions wizard by using an account that has less than the default permissions for a Domain Admin, the wizard may not be able to set all of the permissions required by the installation account and the services accounts. If the Permissions wizard cannot set all of the required permissions, Cisco Unity will not run properly.

Step 3 Run the Permissions wizard from the directory in which you installed it in Step 1. For more information, refer to Permissions wizard Help.


Caution Remember to specify the mailstores on the new Exchange 2007 servers when you run the Permissions wizard so that Cisco Unity has the necessary rights to the new mailstores. Otherwise, Cisco Unity subscribers whose Exchange mailboxes are homed on the servers will not be able to send or receive voice messages.

Step 4 Restart the primary server.

Step 5 Repeat Step 1 through Step 4 on the secondary server.


Caution If you do not run the wizard on both the primary and secondary servers, Cisco Unity will not function properly.

To Configure the Primary Server for Exchange 2007 (Cisco Unity 5.x with Failover Configured)


Step 1 Confirm that Exchange is running on the partner Exchange server that you chose in Step 1 of the "To Upgrade from Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x with Failover Configured)" section.

If Exchange is not running, configuring Cisco Unity for Exchange will fail.

Step 2 On the primary server, log on to Windows by using the Cisco Unity installation account.

Step 3 Exit the Cisco Unity software.

Step 4 On the Windows Start menu, click Settings > Control Panel > Add/Remove Programs.

Step 5 In the list of currently installed programs, click Cisco Unity Message Store Configuration Wizard, and click Change/Remove.

Step 6 On the Cisco Unity Message Store Configuration Wizard Welcome screen, click Next.

Step 7 Enter the password for the installation account, and click Next.

Step 8 If an account does not exist for the Cisco Unity Administrator (Cisco Unity administration account), skip to Step 9.

If an account exists for the Cisco Unity Administrator, click Change, then in the Select User dialog box, double-click the name of the Cisco Unity administration account.

Step 9 Click Next.

Step 10 In the Select Partner Message Store dialog box, click Microsoft Exchange 2007, and click Next.

Step 11 If Cisco Unity is installed in a Unified Messaging configuration, uncheck the Disable Active Directory Accounts that Are Created By Cisco Unity check box, and click Next. Then skip to Step 12.

If Cisco Unity is installed in a Voice Messaging configuration, review the onscreen text and check or uncheck the Disable Active Directory Accounts that Are Created By Cisco Unity check box, as applicable, and click Next.

Step 12 In the Select Mailbox Location dialog box, specify the partner Exchange 2007 server and the mailbox store in which to create new mailboxes, and click Next.

Step 13 In the Select Active Directory Containers for New Objects dialog box, specify the domain in which you want Cisco Unity to create users and distribution lists.

Step 14 If custom organizational units were created for users or distribution lists, click the corresponding Change button to specify them, and click Next.

Step 15 On the Run Scripts on the Partner Exchange 2007 Server page, do not click Cancel to exit the Message Store Configuration wizard. You will return to the Cisco Unity server to complete the wizard in Step 19.

Step 16 Copy the file Ex2k7Script_<servername>.ps1 from the Windows desktop to one of the following locations:

A removable disk.

A network location that is accessible either to the partner Exchange server or to another server on which Exchange Management Shell is installed.

Step 17 Log on to a server on which Exchange Management Shell is installed using an account that has the permissions necessary to run a script.

Step 18 Run the script that you copied in Step 16.

Step 19 Return to the Cisco Unity server, and follow the on-screen prompts until message store configuration is complete.

Step 20 Restart the primary server.


To Upgrade Exchange Software on the Secondary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the secondary server, exit the Cisco Unity software.

Step 2 If Exchange 2000 System Management Tools are installed on the secondary server, upgrade to Exchange 2003 System Management Tools. Refer to the Exchange 2003 Help for more information.


Caution Do not install the Exchange 2007 Management Console on the Cisco Unity server, or Cisco Unity will not function properly.

Step 3 Install the latest Exchange 2007 service pack recommended for use with Cisco Unity, if any.


To Configure the Secondary Server for Exchange 2007 (Cisco Unity 5.x with Failover Configured)


Step 1 Confirm that Exchange is running on the partner Exchange server that you chose in Step 1 of the "To Upgrade from Exchange 2000 or 2003 to Exchange 2007 (Cisco Unity 5.x with Failover Configured)" section.

If Exchange is not running, configuring Cisco Unity for Exchange will fail.

Step 2 On the secondary server, log on to Windows by using the Cisco Unity installation account.

Step 3 Exit the Cisco Unity software.

Step 4 On the Windows Start menu, click Settings > Control Panel > Add/Remove Programs.

Step 5 In the list of currently installed programs, click Cisco Unity Message Store Configuration Wizard, and click Change/Remove.

Step 6 On the Cisco Unity Message Store Configuration Wizard Welcome screen, click Next.

Step 7 Enter the password for the installation account, and click Next.

Step 8 If an account does not exist for the Cisco Unity Administrator (Cisco Unity administration account), skip to Step 9.

If an account exists for the Cisco Unity Administrator, click Change, then in the Select User dialog box, double-click the name of the Cisco Unity administration account.

Step 9 Click Next.

Step 10 In the Select Partner Message Store dialog box, click Microsoft Exchange 2007, and click Next.

Step 11 If Cisco Unity is installed in a Unified Messaging configuration, uncheck the Disable Active Directory Accounts that Are Created By Cisco Unity check box, and click Next. Then skip to Step 12.

If Cisco Unity is installed in a Voice Messaging configuration, review the onscreen text and check or uncheck the Disable Active Directory Accounts that Are Created By Cisco Unity check box, as applicable, and click Next.

Step 12 In the Select Mailbox Location dialog box, specify the partner Exchange 2007 server and the mailbox store in which to create new mailboxes, and click Next.

Step 13 In the Select Active Directory Containers for New Objects dialog box, specify the domain in which you want Cisco Unity to create users and distribution lists.

Step 14 If custom organizational units were created for users or distribution lists, click the corresponding Change button to specify them, and click Next.

Step 15 On the Run Scripts on the Partner Exchange 2007 Server page, do not click Cancel to exit the Message Store Configuration wizard. You will return to the Cisco Unity server to complete the wizard in Step 19.

Step 16 Copy the file Ex2k7Script_<servername>.ps1 from the Windows desktop to one of the following locations:

A removeable disk.

A network location that is accessible either to the partner Exchange server or to another server on which Exchange Management Shell is installed.

Step 17 Log on to a server on which Exchange Management Shell is installed using an account that has the permissions necessary to run a script.

Step 18 Run the script that you copied in Step 16.

Step 19 Return to the Cisco Unity server, and follow the on-screen prompts until message store configuration is complete.

Step 20 Restart the secondary server.


To Configure Failover on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 In Windows Explorer, browse to the CommServer directory.

Step 2 Double-click FailoverConfig.exe to start the Configure Cisco Unity Failover wizard.

Step 3 On the Welcome page, click Next.

Step 4 On the Specify Server Role page, click Primary Server, and click Next.

Step 5 On the Enter the Name of Your Server page, click Browse, select the name of the secondary server, and click OK. The IP address for the secondary server is filled in automatically.

Step 6 Click Next.

Step 7 On the Enter Failover Account Information page, click Browse, and double-click the name of the message store services account. This is the account that the failover service will log on as.

The account you select must have the right to act as part of the operating system and to log on as a service, and must be a member of the Local Administrators group.


Caution You must specify the same account on both the primary and secondary servers.

Step 8 In the Password field, enter the password for the account that the failover service will log on as, and click Next.

Step 9 On the Begin Configuring Your Server page, click Configure. The wizard verifies settings and configures failover on the primary server.

If the wizard does not finish the configuration successfully, an error message explains why the wizard failed. Exit the wizard, correct the problem, and click Configure again.

Step 10 On the Completing page, click Finish.


To Configure Failover on the Secondary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the Windows taskbar, double-click the system clock. The Date/Time Properties dialog box appears.

Step 2 Set the time to the same hour and minute as shown on the primary server, and click OK.

Step 3 In Windows Explorer, browse to the CommServer directory.

Step 4 Double-click FailoverConfig.exe to start the Configure Cisco Unity Failover wizard.

Step 5 On the Welcome page, click Next.

Step 6 On the Specify Server Role page, click Secondary Server, and click Next.

Step 7 On the Enter the Name of Your Server page, click Browse, select the name of the primary server, and click OK. The IP address for the primary server is filled in automatically.

Step 8 Click Next.

Step 9 On the Enter Failover Account Information page, click Browse, and double-click the name of the message store services account. This is the account that the failover service will log on as.

The account you select must have the right to act as part of the operating system and to log on as a service, and must be a member of the Local Administrators group.


Caution You must specify the same account on both the primary and secondary servers.

Step 10 In the Password field, enter the password for the account that the failover service will log on as, and click Next.

Step 11 On the Begin Configuring Your Server page, click Configure. The wizard verifies settings and configures failover on the secondary server.

If the wizard does not finish the configuration successfully, an error message explains why the wizard failed. Exit the wizard, correct the problem, and click Configure again.

Step 12 On the Completing page, click Finish.


Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x Without Failover


Note If Cisco Unity failover is configured, see the "Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x with Failover Configured" section to upgrade those servers.


The upgrade procedures in this section were tested in a configuration that included the following elements:

A domain controller/global catalog server (DC/GC).

A Cisco Unity server (member server).

An Exchange 2000 Server with Exchange 2000 Service Pack 3 (member server).

A separate Exchange 2003 server that was added during the upgrade (member server).


Caution All testing was done with the old partner Exchange server, the new partner Exchange server, and the Cisco Unity server in the same Active Directory domain. Upgrading from one version of Exchange to another when the partner Exchange servers are in separate Active Directory domains has not been tested, and may fail.

The following subsections contain the instructions for upgrading a Cisco Unity 5.x system without failover from Exchange 2000 to Exchange 2003:

Downloading Software (Cisco Unity 5.x Without Failover)

Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x Without Failover)

Reconfiguring Cisco Unity (Version 5.x Without Failover)

Note that if you are upgrading the existing partner server to Exchange 2003, Cisco Unity will continue to function after you do the procedures in the "Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x Without Failover)" subsection, so you do not have to immediately do the procedures in the "Reconfiguring Cisco Unity (Version 5.x Without Failover)" subsection.

If you are replacing the existing physical server with a new server running Exchange 2003, do not decommission the existing partner Exchange 2000 server until you have completed all three subsections.


Note If the Cisco Unity server is running Cisco Unity 4.0(2) or earlier, upgrade to the shipping Cisco Unity 5.x version before you upgrade to Exchange 2003. See Chapter 1, "Upgrading Cisco Unity 4.x Software to the Shipping 5.x Version" in this guide, and use the task list for upgrading Cisco Unity without failover:


Downloading Software (Cisco Unity 5.x Without Failover)

This subsection lists the software needed to reconfigure a Cisco Unity system for Exchange 2003. Note the following considerations:

The downloads may total 200 MB or more. Use a computer with a high-speed Internet connection, and confirm that the computer has sufficient disk space or has access to a network drive with sufficient disk space.

The downloads are all self-extracting executable files. When all downloads are complete, extract the updates, then delete the downloaded .exe files to free disk space.

The documentation instructs you when to install the software you download.

Download the following software:

The latest Exchange 2003 service pack recommended for use with Cisco Unity. Refer to System Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html. The service pack is available on the Microsoft website.

The latest version of the Cisco Unity Directory Walker (DbWalker) utility, available at http://ciscounitytools.com/App_DirectoryWalker4.htm. Db Walker is used to check the consistency of and correct errors in the Cisco Unity database before the upgrade.

The latest versions of the Cisco Unity Disaster Recovery tools (DiRT), available at http://ciscounitytools.com/App_DisasterRecoveryTools.htm. DiRT is used to back up Cisco Unity data before the upgrade and to restore Cisco Unity data, if necessary.

The latest version of the Cisco Unity Permissions wizard, available at http://ciscounitytools.com/App_PW_421.htm.

Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x Without Failover)

Before you begin the upgrade, note the following considerations:

If you are upgrading an Exchange 2000 server to Exchange 2003, back up Exchange data before you upgrade.

If you are upgrading the current partner Exchange 2000 server to Exchange 2003, Cisco Unity will continue to take messages during the upgrade and will store the messages in the Unity Message Repository (UMR) until Exchange 2003 is running. Subscribers will be able to retrieve voice messages that were left in the UMR after the Exchange upgrade began, but they will not be able to retrieve messages that are already in Exchange mailboxes on the Exchange server being upgraded until Exchange 2003 is running.

If you are using the Cisco Unity Voice Connector for Microsoft Exchange and you are decommissioning an Exchange 2000 server on which the Voice Connector is installed, install the Voice Connector on another Exchange server before you decommission the old server.

If the Voice Connector is installed on an Exchange 2000 server that you are upgrading to Exchange 2003, you do not need to do anything special. The same Voice Connector is used for both Exchange 2000 and Exchange 2003, and it is not affected by the Exchange upgrade.

For Cisco Unity 4.0(2) and earlier, when the partner Exchange server was running Exchange 2000, Permissions Wizard automatically added the message store services account to the Exchange Domain Servers group. If you are upgrading from Exchange 2000 to Exchange 2003 on a Cisco Unity system that has been upgraded from 4.0(2) or earlier, do the following procedure to remove the Cisco Unity message store services account from the Exchange Domain Servers group, or message delivery will fail.

To Remove the Message Store Services Account from the Exchange Domain Servers Group (Selected Configurations Only)


Step 1 On the Windows Start menu, click Programs > Microsoft Exchange > Active Directory Users and Computers.

Step 2 In the left pane of Active Directory Users and Computers, expand the domain that contains the Cisco Unity server, and click Users.

Step 3 In the right pane, double-click Exchange Domain Servers.

Step 4 In the Exchange Domain Servers Properties dialog box, click the Members tab.

Step 5 In the Members list, click the name of the message store services account, and click Remove.

Step 6 Click Yes to confirm.

Step 7 Click OK to close the Exchange Domain Servers Properties dialog box.

Step 8 Close Active Directory Users and Computers.


To Upgrade from Exchange 2000 to Exchange 2003 (Cisco Unity 5.x Without Failover)


Step 1 Follow the Microsoft documentation either to install Exchange 2003 on at least one server or to upgrade an existing server to Exchange 2003. This is the server that you will use as the partner Exchange server. For more information on a partner server, see the "Choosing a Different Partner Exchange Server" section on page 4-1.


Caution Do not decommission the existing partner Exchange server until you complete the procedures in the "Reconfiguring Cisco Unity (Version 5.x Without Failover)" subsection, or Cisco Unity subscribers will not be able to access voice messages stored in Exchange.

Step 2 Back up the Exchange 2003 server that you will use as the partner Exchange server and all Exchange 2003 servers that will home mailboxes for Cisco Unity subscribers.


Caution Microsoft recommends that you back up Exchange servers before you install the latest recommend Exchange 2003 service pack because some service packs cannot be uninstalled.

Step 3 Install the latest recommended Exchange 2003 service pack on the Exchange 2003 server that you will use as the partner Exchange server and on all Exchange 2003 servers that will home mailboxes for Cisco Unity subscribers.


Reconfiguring Cisco Unity (Version 5.x Without Failover)

This subsection contains five procedures. Do them in the order listed to reconfigure Cisco Unity after you have upgraded from Exchange 2000 to Exchange 2003.

If you are reconfiguring multiple Cisco Unity servers without failover, do all of the procedures on each server.

To Check the Consistency of the Cisco Unity Database (Cisco Unity 5.x Without Failover)


Step 1 On the Cisco Unity server, install the latest version of DbWalker, if it is not already installed.

Step 2 Run DbWalker, and correct all errors that the utility finds. Refer to DbWalker Help for detailed instructions on running the utility and on correcting errors in the database. (The Help file, DbWalker.htm, is in the same directory as DbWalker.exe.)

 


To Back Up Cisco Unity Data (Cisco Unity 5.x Without Failover)


Step 1 On the Cisco Unity server, install the latest versions of DiRT, if the tools are not already installed.

Step 2 Back up Cisco Unity data by using the Disaster Recovery Backup tool. Refer to DiRT Help for detailed instructions. (The Help file, UnityDisasterRecovery.htm, is in the same directory as UnityDisasterRecoveryBackup.exe.)


Caution Follow Help carefully. DiRT includes a variety of options that you must understand to use the tools successfully. In addition, the account you are logged on as when you back up Cisco Unity data must have sufficient permissions or the backup will fail.

To Upgrade Exchange Software on the Cisco Unity Server (Cisco Unity 5.x Without Failover)


Step 1 Exit the Cisco Unity software.

Step 2 Upgrade Exchange 2000 System Management Tools to Exchange 2003 System Management Tools. Refer to Exchange 2003 Help for more information.

Step 3 Install the latest Exchange 2003 service pack recommended for use with Cisco Unity.


In the next procedure, you run the Cisco Unity Permissions wizard. If you do not run the wizard, Cisco Unity will not function properly.

To Run the Cisco Unity Permissions Wizard (Cisco Unity 5.x Without Failover)


Step 1 On theCisco Unity server, install the latest version of the Cisco Unity Permissions wizard, if it is not already installed.

Step 2 Log on to the Cisco Unity server by using an account that meets the following criteria:

Is a member of the Domain Admins group in the domain in which the Cisco Unity server is installed.

Is either an Exchange Full Administrator or a member of the Domain Admins group in the domain in which Exchange mailboxes for Cisco Unity subscribers are homed. (If Exchange mailboxes are homed in multiple domains, the account that you log on with must be either an Exchange Full Administrator or a member of the Domain Admins group in a domain that contains all of the domains in which mailboxes are homed.)


Caution If you try to run the Permissions wizard by using an account that has less than the default permissions for a Domain Admin, the wizard may not be able to set all of the permissions required by the installation account and the service accounts. If the Permissions wizard cannot set all of the required permissions, Cisco Unity will not run properly.

Step 3 Run the Permissions wizard from the directory in which you installed it in Step 1. For more information, refer to Permissions wizard Help.


Caution If you are installing any new Exchange 2003 servers on which Cisco Unity subscriber mailboxes will be homed, remember to specify the mailstores on the servers when you run the Permissions wizard so that Cisco Unity has the necessary rights to the new servers. Otherwise, Cisco Unity subscribers whose Exchange mailboxes are homed on the servers will not be able to send or receive voice messages.

Step 4 Restart the Cisco Unity server.

Step 5 If you are upgrading the existing partner server and will continue to use the server as the partner server, you are finished with the upgrade. Do not do the last procedure.

If you are specifying a different partner server, do the following procedure, "To Configure Cisco Unity for Exchange 2003 (Cisco Unity 5.x Without Failover)."


To Configure Cisco Unity for Exchange 2003 (Cisco Unity 5.x Without Failover)


Step 1 Confirm that Exchange is running on the partner Exchange server that you chose in Step 1 of the "To Upgrade from Exchange 2000 to Exchange 2003 (Cisco Unity 5.x Without Failover)" procedure.

If Exchange is not running, configuring Cisco Unity for Exchange will fail.

Step 2 On the Cisco Unity server, log on to Windows by using the Cisco Unity installation account.

Step 3 Exit the Cisco Unity software.

Step 4 On the Windows Start menu, click Settings > Control Panel > Add/Remove Programs.

Step 5 In the list of currently installed programs, click Cisco Unity Message Store Configuration Wizard, and click Change/Remove.

Step 6 On the Cisco Unity Message Store Configuration Wizard Welcome screen, click Next.

Step 7 Enter the password for the installation account, and click Next.

Step 8 If an account does not exist for the Cisco Unity Administrator (Cisco Unity administration account), skip to Step 9.

If an account exists for the Cisco Unity Administrator, click Change, then in the Select User dialog box, double-click the name of the Cisco Unity administration account.

Step 9 Click Next.

Step 10 In the Select Partner Message Store dialog box, click Microsoft Exchange 2003, and click Next.

Step 11 In the Select Mailbox Location dialog box, specify the partner Exchange 2003 server and the mailbox store in which to create new mailboxes.

Step 12 Click Next.

Step 13 In the Select Active Directory Containers for New Objects dialog box, specify the domain in which you want Cisco Unity to create users and distribution lists.

Step 14 If custom organizational units were created for users or distribution lists, click the corresponding Change button to specify them.

Step 15 Click Next.

Step 16 Follow the on-screen prompts until message store configuration is complete.


Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x with Failover Configured


Note If there are one or more non-failover Cisco Unity servers in the forest, see the "Upgrading Exchange 2000 to Exchange 2003 for Cisco Unity 5.x Without Failover" section to upgrade those servers.


The upgrade procedures in this section were tested in a configuration that included the following elements:

A domain controller/global catalog server (DC/GC).

A Cisco Unity primary server (member server).

A Cisco Unity secondary server (member server).

An Exchange 2000 Server with Exchange 2000 Service Pack 3 (member server).

A separate Exchange 2003 server that was added during the upgrade (member server).


Caution All testing was done with the old partner Exchange server, the new partner Exchange server, and the Cisco Unity server in the same Active Directory domain. Upgrading from one version of Exchange to another when the partner Exchange servers are in separate Active Directory domains has not been tested, and may fail.

The following subsections contain the instructions for upgrading a Cisco Unity 5.x system configured for failover from Exchange 2000 to Exchange 2003:

Downloading Software (Cisco Unity 5.x with Failover Configured)

Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)

Reconfiguring Cisco Unity (Version 5.x with Failover Configured)

Note that if you are upgrading the existing partner server to Exchange 2003, Cisco Unity will continue to function after you do the procedures in the "Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)" subsection, so you do not have to immediately do the procedures in the "Reconfiguring Cisco Unity (Version 5.x with Failover Configured)" subsection.

If you are replacing the existing physical server with a new server running Exchange 2003, do not decommission the existing partner Exchange 2000 server until you have completed all three subsections.


Note If the Cisco Unity failover servers are running Cisco Unity 4.0(2) or earlier, upgrade to Cisco Unity 5.x before you upgrade to Exchange 2003. See Chapter 1, "Upgrading Cisco Unity 4.x Software to the Shipping 5.x Version" in this guide, and use the task list for upgrading Cisco Unity without failover.


Downloading Software (Cisco Unity 5.x with Failover Configured)

This section lists the software needed to reconfigure a Cisco Unity system for Exchange 2003. Note the following considerations:

The downloads may total 200 MB or more. Use a computer with a high-speed Internet connection, and confirm that the computer has sufficient disk space or has access to a network drive with sufficient disk space.

The downloads are all self-extracting executable files. When all downloads are complete, extract the updates, then delete the downloaded .exe files to free disk space.

The documentation instructs you when to install the software you download.

Download the following software:

The latest Exchange 2003 service pack recommended for use with Cisco Unity. Refer to System Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html. The service pack is available on the Microsoft website.

The latest version of the Cisco Unity Directory Walker (Db Walker) utility, available at http://ciscounitytools.com/App_DirectoryWalker4.htm. Db Walker is used to check the consistency of and correct errors in the Cisco Unity database before the upgrade.

The latest version of the Cisco Unity Disaster Recovery Tools (DiRT), at http://ciscounitytools.com/App_DisasterRecoveryTools.htm. DiRT is used to back up the Cisco Unity server before the upgrade.

The latest version of the Cisco Unity Permissions wizard, available at http://ciscounitytools.com/App_PW_421.htm.

Upgrading Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)

Before you begin the upgrade, note the following considerations:

If you are upgrading an Exchange 2000 server to Exchange 2003, back up Exchange data before you upgrade.

If you are upgrading the current partner Exchange 2000 server to Exchange 2003, Cisco Unity will continue to take messages during the upgrade and will store those messages in the Unity Message Repository (UMR) until Exchange 2003 is running. Subscribers will be able to retrieve voice messages that were left in the UMR after the Exchange upgrade began, but they will not be able to retrieve messages that are already in Exchange mailboxes on the Exchange server being upgraded until Exchange 2003 is running.

If you are using the Cisco Unity Voice Connector for Microsoft Exchange and you are decommissioning an Exchange 2000 server on which the Voice Connector is installed, install the Voice Connector on another Exchange server before you decommission the old server.

If the Voice Connector is installed on an Exchange 2000 server that you are upgrading to Exchange 2003, you do not need to do anything special. The same Voice Connector is used for both Exchange 2000 and Exchange 2003, and it is not affected by the Exchange upgrade.

For Cisco Unity 4.0(2) and earlier, when the partner Exchange server was running Exchange 2000, Permissions Wizard automatically added the message store services account to the Exchange Domain Servers group. If you are upgrading from Exchange 2000 to Exchange 2003 on a Cisco Unity system that has been upgraded from 4.0(2) or earlier, do the following procedure to remove the Cisco Unity message store services account from the Exchange Domain Servers group, or message delivery will fail.

To Remove the Message Store Services Account from the Exchange Domain Servers Group (Selected Configurations Only)


Step 1 On the Windows Start menu, click Programs > Microsoft Exchange > Active Directory Users and Computers.

Step 2 In the left pane of Active Directory Users and Computers, expand the domain that contains the Cisco Unity server, and click Users.

Step 3 In the right pane, double-click Exchange Domain Servers.

Step 4 In the Exchange Domain Servers Properties dialog box, click the Members tab.

Step 5 In the Members list, click the name of the message store services account, and click Remove.

Step 6 Click Yes to confirm.

Step 7 Click OK to close the Exchange Domain Servers Properties dialog box.

Step 8 Close Active Directory Users and Computers.


To Upgrade from Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)


Step 1 Follow the Microsoft documentation either to install Exchange 2003 on at least one server or to upgrade an existing server to Exchange 2003. This is the server that you will use as the partner Exchange server. For more information on a partner server, see the "Choosing a Different Partner Exchange Server" section on page 4-1.


Caution Do not decommission the existing partner Exchange server until you complete the procedures in the "Reconfiguring Cisco Unity (Version 5.x with Failover Configured)" section, or Cisco Unity subscribers will not be able to access voice messages stored in Exchange.

Step 2 Back up the Exchange 2003 server that you will use as the partner Exchange server and all Exchange 2003 servers that will home mailboxes for Cisco Unity subscribers.


Caution Microsoft recommends that you back up Exchange servers before you install the Exchange 2003 service pack because some service packs cannot be uninstalled.

Step 3 Install the latest Exchange 2003 service pack recommended for use with Cisco Unity on the Exchange 2003 server that you will use as the partner Exchange server and on all Exchange 2003 servers that will home mailboxes for Cisco Unity subscribers.


Reconfiguring Cisco Unity (Version 5.x with Failover Configured)

Revised May 1, 2008

This subsection contains 11 procedures. Do them in the order listed to reconfigure Cisco Unity after you have upgraded from Exchange 2000 to Exchange 2003.

To Check the Consistency of the Cisco Unity Database on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the primary server, install the latest version of DbWalker, if it is not already installed.

Step 2 Run DbWalker, and correct all errors that the utility finds. Refer to DbWalker Help for detailed instructions on running the utility and on correcting errors in the database. (The Help file, DbWalker.htm, is in the same directory as DbWalker.exe.)


To Back Up Cisco Unity Data on the Secondary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the secondary server, install the latest versions of DiRT, if the tools are not already installed.

Step 2 Back up Cisco Unity data by using the Disaster Recovery Backup tool. Refer to DiRT Help for detailed instructions. (The Help file, UnityDisasterRecovery.htm, is in the same directory as UnityDisasterRecoveryBackup.exe.)


Caution Follow Help carefully. DiRT includes a variety of options that you must understand to use the tools successfully. In addition, the account you are logged on as when you back up Cisco Unity data must have sufficient permissions or the backup will fail.

Caution Do not back up the primary server unless the secondary server is unavailable. If you restore from a backup of the primary server, you must also perform an additional procedure for Cisco Unity failover to function correctly. For more information, see "Working With Systems Configured For Failover" in DiRT Help.

To Disable Automatic Failover, and Stop File and SQL Replication (Cisco Unity 5.x with Failover Configured)


Step 1 If the primary server is active, skip to Step 5.

If the primary server is not active, on the Windows Start menu on the secondary server, click Programs > Cisco Unity >Failover Monitor.

Step 2 Click Failback.

Step 3 Click OK to confirm that you want to fail back to the primary server.

Step 4 Close the Failover Monitor.

Step 5 On the primary server, on the Windows Start menu, click Programs > Cisco Unity > Failover Monitor.

Step 6 Click Advanced.

Step 7 Check the Disable Automatic Failover and Failback check box.

Step 8 (If the applicable ES is installed on the Cisco Unity servers) Confirm that the Enable File Replication check box is unchecked.


Note The Enable File Replication check box does not appear if the applicable ES is not installed.


Step 9 Click OK, and close the Failover Monitor.

Step 10 On the primary server, on the Windows Start menu, click Programs > Administrative Tools > Services.

Step 11 In the right pane, double-click AvCsNodeMgr.

Step 12 On the General tab, click Stop.

Step 13 In the Startup Type list, click Disabled.

Step 14 Click OK.

Step 15 Close the Services window.


Caution Because the Node Manager service is disabled, file replication stops. Replication is re-enabled when normal failover operation resumes.

Step 16 On the secondary server, on the Windows Start menu, click Programs > Administrative Tools > Services.

Step 17 In the right pane, double-click AvCsNodeMgr.

Step 18 On the General tab, click Stop.

Step 19 In the Startup Type list, click Disabled.

Step 20 Click OK.

Step 21 Close the Services window.

Step 22 On the primary server, on the Windows Start menu, click Programs > Microsoft SQL Server > Enterprise Manager.

Step 23 In the left pane of the Console Root window, browse to the Replication node for the primary server. Typically, the node is three levels under the Microsoft SQL Servers node.

Step 24 Right-click the Replication node, and click Disable Publishing. The Disable Publishing and Distribution wizard appears.

Step 25 On the Welcome page, click Next.

Step 26 On the Disable Publishing page, click Yes, then click Next.

Step 27 On the Confirm Dropping of Publications page, click Next.

Step 28 On the Completing page, click Finish.

Step 29 When the process is completed, click OK.

Step 30 Close the Console Root window.

Step 31 Exit Enterprise Manager.


To Upgrade Exchange Software on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the primary server, exit the Cisco Unity software.

Step 2 Upgrade Exchange 2000 System Management Tools to Exchange 2003 System Management Tools. Refer to Exchange 2003 Help for more information.

Step 3 Install the latest Exchange 2003 service pack recommended for use with Cisco Unity.


To Run the Cisco Unity Permissions Wizard on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the primary server, install the latest version of the Cisco Unity Permissions wizard, if it is not already installed.

Step 2 Log on to the primary server by using an account that meets the following criteria:

Is a member of the Domain Admins group in the domain in which the Cisco Unity server is installed.

Is either an Exchange Full Administrator or a member of the Domain Admins group in the domain in which Exchange mailboxes for Cisco Unity subscribers are homed. (If Exchange mailboxes are homed in multiple domains, the account that you log on with must be either an Exchange Full Administrator or a member of the Domain Admins group in a domain that contains all of the domains in which mailboxes are homed.)


Caution If you try to run the Permissions wizard by using an account that has less than the default permissions for a Domain Admin, the wizard may not be able to set all of the permissions required by the installation account and the services accounts. If the Permissions wizard cannot set all of the required permissions, Cisco Unity will not run properly.

Step 3 Run the Permissions wizard from the directory in which you installed it in Step 1. For more information, refer to Permissions wizard Help.


Caution If you are installing any new Exchange 2003 servers on which Cisco Unity subscriber mailboxes will be homed, remember to specify the mailstores on the servers when you run Permissions wizard so that Cisco Unity has the necessary rights to the new servers. Otherwise, Cisco Unity subscribers whose Exchange mailboxes are homed on the servers will not be able to send or receive voice messages.

Step 4 Restart the primary server.

Step 5 Repeat Step 1 through Step 4 on the secondary server.


Caution If you do not run the wizard on both the primary and secondary servers, Cisco Unity will not function properly.

Step 6 If you are upgrading the existing partner server and will continue to use that server as the partner server, skip to the "To Upgrade Exchange Software on the Secondary Server (Cisco Unity 5.x with Failover Configured)" procedure.

If you want to specify a different partner server, do the following procedure, "To Configure the Primary Server for Exchange 2003 (Cisco Unity 5.x with Failover Configured)."


To Configure the Primary Server for Exchange 2003 (Cisco Unity 5.x with Failover Configured)


Step 1 Confirm that Exchange is running on the partner Exchange server that you chose in Step 1 of the "To Upgrade from Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)" section.

If Exchange is not running, configuring Cisco Unity for Exchange will fail.

Step 2 On the primary server, log on to Windows by using the Cisco Unity installation account.

Step 3 Exit the Cisco Unity software.

Step 4 On the Windows Start menu, click Settings > Control Panel > Add/Remove Programs.

Step 5 In the list of currently installed programs, click Cisco Unity Message Store Configuration Wizard, and click Change/Remove.

Step 6 On the Cisco Unity Message Store Configuration Wizard Welcome screen, click Next.

Step 7 Enter the password for the installation account, and click Next.

Step 8 If an account does not exist for the Cisco Unity Administrator (Cisco Unity administration account), skip to Step 9.

If an account exists for the Cisco Unity Administrator, click Change, then in the Select User dialog box, double-click the name of the Cisco Unity administration account.

Step 9 Click Next.

Step 10 In the Select Partner Message Store dialog box, click Microsoft Exchange 2003, and click Next.

Step 11 In the Select Mailbox Location dialog box, specify the partner Exchange 2003 server and the mailbox store in which to create new mailboxes.

Step 12 Click Next.

Step 13 In the Select Active Directory Containers for New Objects dialog box, specify the domain in which you want Cisco Unity to create users and distribution lists.

Step 14 If custom organizational units were created for users or distribution lists, click the corresponding Change button to specify them.

Step 15 Click Next.

Step 16 Follow the on-screen prompts until message store configuration is complete.

Step 17 Restart the primary server.


To Upgrade Exchange Software on the Secondary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the secondary server, exit the Cisco Unity software.

Step 2 Upgrade Exchange 2000 System Management Tools to Exchange 2003 System Management Tools. Refer to the Exchange 2003 Help for more information.

Step 3 Install the latest Exchange 2003 service pack recommended for use with Cisco Unity.

Step 4 If you are upgrading the existing partner server and will continue to use that server as the partner server, restart the secondary server, then skip to the "To Configure Failover on the Primary Server (Cisco Unity 5.x with Failover Configured)" procedure.

If you want to specify a different partner server, do the following procedure, "To Configure the Secondary Server for Exchange 2003 (Cisco Unity 5.x with Failover Configured)."


To Configure the Secondary Server for Exchange 2003 (Cisco Unity 5.x with Failover Configured)


Step 1 Confirm that Exchange is running on the partner Exchange server that you chose in Step 1 of the "To Upgrade from Exchange 2000 to Exchange 2003 (Cisco Unity 5.x with Failover Configured)" section.

If Exchange is not running, configuring Cisco Unity for Exchange will fail.

Step 2 On the secondary server, log on to Windows by using the Cisco Unity installation account.

Step 3 Exit the Cisco Unity software.

Step 4 On the Windows Start menu, click Settings > Control Panel > Add/Remove Programs.

Step 5 In the list of currently installed programs, click Cisco Unity Message Store Configuration Wizard, and click Change/Remove.

Step 6 On the Cisco Unity Message Store Configuration Wizard Welcome screen, click Next.

Step 7 Enter the password for the installation account, and click Next.

Step 8 If an account does not exist for the Cisco Unity Administrator (Cisco Unity administration account), skip to Step 9.

If an account exists for the Cisco Unity Administrator, click Change, then in the Select User dialog box, double-click the name of the Cisco Unity administration account.

Step 9 Click Next.

Step 10 In the Select Partner Message Store dialog box, click Microsoft Exchange 2003, and click Next.

Step 11 In the Select Mailbox Location dialog box, choose the partner Exchange 2003 server and the mailbox store in which to create new mailboxes.

Step 12 Click Next.

Step 13 In the Select Active Directory Containers for New Objects dialog box, specify the domain in which you want Cisco Unity to create users and distribution lists.

Step 14 If custom organizational units were created for users or distribution lists, click the corresponding Change button to specify them.

Step 15 Click Next.

Step 16 Follow the on-screen prompts until message store configuration is complete.

Step 17 Restart the secondary server.


To Configure Failover on the Primary Server (Cisco Unity 5.x with Failover Configured)


Step 1 In Windows Explorer, browse to the CommServer directory.

Step 2 Double-click FailoverConfig.exe to start the Configure Cisco Unity Failover wizard.

Step 3 On the Welcome page, click Next.

Step 4 On the Specify Server Role page, click Primary Server, and click Next.

Step 5 On the Enter the Name of Your Server page, click Browse, select the name of the secondary server, and click OK. The IP address for the secondary server is filled in automatically.

Step 6 Click Next.

Step 7 On the Enter Failover Account Information page, click Browse, and double-click the name of the message store services account. This is the account that the failover service will log on as.

The account you select must have the right to act as part of the operating system and to log on as a service, and must be a member of the Local Administrators group.


Caution You must specify the same account on both the primary and secondary servers.

Step 8 In the Password field, enter the password for the account that the failover service will log on as, and click Next.

Step 9 On the Begin Configuring Your Server page, click Configure. The wizard verifies settings and configures failover on the primary server.

If the wizard does not finish the configuration successfully, an error message explains why the wizard failed. Exit the wizard, correct the problem, and click Configure again.

Step 10 On the Completing page, click Finish.


To Configure Failover on the Secondary Server (Cisco Unity 5.x with Failover Configured)


Step 1 On the Windows taskbar, double-click the system clock. The Date/Time Properties dialog box appears.

Step 2 Set the time to the same hour and minute as shown on the primary server, and click OK.

Step 3 In Windows Explorer, browse to the CommServer directory.

Step 4 Double-click FailoverConfig.exe to start the Configure Cisco Unity Failover wizard.

Step 5 On the Welcome page, click Next.

Step 6 On the Specify Server Role page, click Secondary Server, and click Next.

Step 7 On the Enter the Name of Your Server page, click Browse, select the name of the primary server, and click OK. The IP address for the primary server is filled in automatically.

Step 8 Click Next.

Step 9 On the Enter Failover Account Information page, click Browse, and double-click the name of the message store services account. This is the account that the failover service will log on as.

The account you select must have the right to act as part of the operating system and to log on as a service, and must be a member of the Local Administrators group.


Caution You must specify the same account on both the primary and secondary servers.

Step 10 In the Password field, enter the password for the account that the failover service will log on as, and click Next.

Step 11 On the Begin Configuring Your Server page, click Configure. The wizard verifies settings and configures failover on the secondary server.

If the wizard does not finish the configuration successfully, an error message explains why the wizard failed. Exit the wizard, correct the problem, and click Configure again.

Step 12 On the Completing page, click Finish.


Upgrading Exchange 5.5 to Exchange 2003 or 2000

Beginning with Cisco Unity 4.2, installations and upgrades failed when Exchange 5.5 was the message store. If you are using Exchange 5.5 as the Cisco Unity message store, you must upgrade to Exchange 2003 or Exchange 2000 before you can upgrade to version Cisco Unity 5.x. For more information, refer to the "Upgrading Exchange on the Cisco Unity System" chapter in the Reconfiguration and Upgrade Guide for Cisco Unity that applies to 4.x versions of Cisco Unity. The guide is available at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.