Setting Up and Installing Cisco Unity Voice Messaging 3.1(5) on the Cisco ICS 7750 - Installing and Configuring Cisco Unity Voice Messaging [Cisco ICS 7700 Series Integrated Communication Systems]

Table Of Contents

Installing and Configuring Cisco Unity Voice Messaging

Setting User Rights for the Cisco Unity Accounts

Setting Exchange 2000 Permissions

Installing Cisco Unity Voice Messaging

Integrating with Cisco CallManager

Accessing Cisco CallManager

Overview of the Integration Procedure

Configuring Voice Message Ports in Cisco CallManager

Installing the Cisco Unity-Cisco CallManager Telephony Service Provider Program

Testing the Cisco Unity-CM TSP Setup

Cisco CallManager Integration Checklist

Using Cisco Unity Bridge for Integrating the Phone Systems

Customizing Cisco Unity Voice Messaging

Accessing Cisco Unity Administrator

Administration Task Checklist

Backing Up and Restoring Cisco Unity Voice Messaging

Installing and Configuring Cisco Unity Voice Messaging

This chapter explains how to install the Cisco Unity Voice Messaging applications on the SPE.

This chapter contains these sections:

•Setting User Rights for the Cisco Unity Accounts

•Installing Cisco Unity Voice Messaging

•Integrating with Cisco CallManager

•Using Cisco Unity Bridge for Integrating the Phone Systems

•Customizing Cisco Unity Voice Messaging

•Backing Up and Restoring Cisco Unity Voice Messaging

Setting User Rights for the Cisco Unity Accounts

Cisco Unity requires that the Windows accounts that you use to install Cisco Unity and that own Cisco Unity services have special permissions. You can use existing Windows accounts or create new accounts specifically for those purposes. Refer to the "Creating the Cisco Unity Installation, Service, and Administration Accounts" section in Chapter 2, "Installing the Cisco Unity System," in the Cisco Unity Installation Guide for information about setting up the following accounts:

•Installation account

•Service account

•Administration account

You can use the Permissions Wizard utility to automatically grant many of the permissions for the installation and service accounts. The Help file for the wizard explains which permissions must be manually set after the wizard finishes.

Caution The following procedure grants each account the rights to act as a part of the operating system, to log on as a service, and to log on as a batch job in the local security policy. If a domain security policy is in effect, confirm that the domain security policy does not deny these rights to the accounts.

To set user rights for Cisco Unity accounts by using the Permissions Wizard, follow these steps:

Step 1 Log on to the Cisco Unity server by using an account that is a member of the Domain Admins group.

Note If you run the Permissions Wizard by using an account that has less than the default permissions for a Domain Admin, the wizard might not set the permissions for the installation and service accounts correctly. If the wizard cannot set all the required permissions, either the Cisco Unity installation will fail, or Cisco Unity will not run properly after it has been installed.

Step 2 Insert Cisco Unity Applications 3.1(5) Disc 1 in the CD-ROM drive.

Step 3 Browse to the Utilities folder, and double-click PermissionsWizard > Setup > setup.exe.

Step 4 In the Welcome to the Cisco Unity Permissions Wizard, click Exchange 2000, and click Next.

Step 5 Click Change, choose the account that will install Cisco Unity, and then click Next.

Step 6 Click Change, choose the account that will own Cisco Unity directory services, and then click Next.

Step 7 Click Change, and choose the account that will own Cisco Unity message store services.

Note The account that owns Cisco Unity message store services cannot be a member of the Domain Admins group or be an Exchange 2000 administrator.

Step 8 Click Next.

Step 9 Cisco Unity needs access to one or more Active Directory organizational units to create users (Cisco Unity subscribers) and groups (Cisco Unity distribution lists). Choose the following:

•The domain in which to create new users and groups.

•The organizational unit in which to create users. (Cisco Unity example users will be created in this unit during Cisco Unity installation.)

•The organizational unit in which to create groups.

Step 10 Click Next.

Step 11 If you want to limit the Cisco Unity Administrator rights so that the administrator cannot create new Active Directory users, contacts, or groups, clear the check box for the Active Directory object type. For example, if you clear the Users check box, the Cisco Unity Administrator can import only existing Active Directory users as Cisco Unity subscribers. Click Next.

Step 12 Choose the Active Directory container from which to import users, contacts, and groups for Cisco Unity subscribers, contacts, and public distribution lists. The container must include the Cisco Unity server. Click Next.

Step 13 If you are using the Cisco Unity Bridge to allow Cisco Unity to exchange voice messages with other voice messaging systems that support Octel Analog Networking, do the following:

a. Check the Cisco Unity Will Use Cisco Unity Bridge check box to allow Cisco Unity to exchange voice messages with other voice messaging systems supported on the Cisco Unity Bridge.

b. Choose the Active Directory organizational unit in which to create Bridge Contacts, and click Next.

Step 14 A summary page appears that lists the permissions that are granted to every account. The list of permissions includes membership in groups, operating system privileges, and Active Directory rights.

Step 15 Review the list, and then click Next to grant the permissions to all the accounts. Permissions Wizard can take a few minutes to grant the permissions.

Note If the Permissions Wizard fails to grant permissions, an error message lists the number of failed permissions. Click OK.

Step 16 Click View Detailed Results to see a report that lists the successful operations and any failed operations. Individual rights can be grouped into a single entry, such as a "SUCCEEDED granting Group read/modify rights."

Step 17 If one or more required permissions could not be granted, correct the problem, and run the Permissions Wizard again.

Note The Permissions Wizard might try to grant a permission that conflicts with an existing right on an Active Directory container. The report shows that a conflict has been found. You must resolve the conflict and then rerun Permissions Wizard.

Caution If the Permissions Wizard failed to set any of the required permissions, either the Cisco Unity installation will fail, or Cisco Unity will not run properly after it has been installed. You must run Permissions Wizard successfully before you can continue with installing Cisco Unity.

Step 18 Click Finish when all permissions have been granted successfully.

Setting Exchange 2000 Permissions

You must set Exchange 2000 permissions manually because Permissions Wizard does not set these permissions. Grant the permissions for the installation account first.Then grant the permissions for the service and administration accounts that use Cisco Unity directory services, if you created them.

To grant Exchange 2000 permissions for Cisco Unity accounts, follow these steps:

Step 1 On the Cisco Unity server, click Start > Programs > Microsoft Exchange > System Manager.

Step 2 In the left pane of the Exchange System Manager MMC, right-click the organization name at the top of the tree control, and click Delegate Control.

Step 3 In the Welcome to the Exchange Administration Delegation Wizard, click Next.

Step 4 In the Users or Groups dialog box, click Add.

Step 5 In the Delegate Control dialog box, click Browse.

Step 6 In the Select Users, Computers, or Groups dialog box, in the Look In list, click the name of the domain to which the Cisco Unity server belongs.

Step 7 In the list of users, computers, and groups, double-click the name of the installation or the Cisco Unity directory services account. The Delegate Control dialog box reappears. The account that you selected appears in the Group (Recommended) or User box.

Step 8 For the installation account, in the Role list, click Exchange Full Administrator.

For the Cisco Unity directory services account, in the Role list, click the applicable option:

•Exchange Full Administrator—Allows the Cisco Unity Administrator to create Cisco Unity subscribers.

•Exchange View Only Administrator—Allows the Cisco Unity Administrator to import existing Active Directory accounts for creating Cisco Unity subscribers.

Step 9 Click OK to close the Delegate Control dialog box.

Step 10 Repeat Step 4 through Step 9 for the Cisco Unity directory services account, if you created one.

Step 11 Click Finish.

Step 12 Close the Exchange System Manager MMC.

Installing Cisco Unity Voice Messaging

To install Cisco Unity Voice Messaging on the Cisco Integrated Communications System 7750 (ICS 7750), follow the procedures described in the "Installing Cisco Unity Software" section in Chapter 2, "Installing the Cisco Unity System," of the Cisco Unity Installation Guide. However, note the following exceptions in the "To run Cisco Unity Setup" subsection:

•Disregard the instruction to insert the Cisco Unity Activation Code disk in drive A. The SPE does not have a disk drive, and the activation code was not saved on disk. Instead, review the e-mail that has the information about saving and using the activation code that was sent to you when you registered. For more information, see the "Registering Cisco Unity Voice Messaging" section on page 3-1.

•In the Select Switch dialog box, make sure that you select Cisco as the manufacturer.

•Do not install voice card software.

•Do not install text-to-speech (TTS) languages. The TTS feature is not supported.

Integrating with Cisco CallManager

Before integrating Cisco Unity Voice Messaging with Cisco CallManager, you must have completed the following tasks. Review this list to make sure that you are prepared to configure Cisco CallManager and to install the Cisco Unity-CMP TSP.

•Install or upgrade the Cisco ICS 7750 to release 2.3.0 or later, and configure it on the LAN with the IP phones.

•Install or upgrade and configure Cisco CallManager Release 3.1 or 3.2, with extensions for all IP phones.

•Install the system key, with the integration type set to TAPI and with the correct number of voice-messaging ports enabled.

•Install all the software required for supporting Cisco Unity Voice Messaging on the SPE.

Note For a list of qualified combinations of product releases, see the "Qualified Combinations of Product Releases" section on page 1-3.

If you have completed all the tasks, you are ready to begin the integration with Cisco CallManager. Refer to the Cisco CallManager 3.2 Integration Guide or the Cisco CallManager 3.1 Integration Guide for the integration procedures.

Tip You might find it easier to use a printed copy of the integration guide for the integration procedures.

Accessing Cisco CallManager

To use the Cisco CallManager Administration interface, you can connect to the SPE running Cisco CallManager by using any of these options:

•Connect a monitor to the video port. If you are using a PS/2-style keyboard and mouse, connect the "Y" splitter cable for the keyboard and mouse to the keyboard/mouse port on the SPE. Then connect the keyboard and mouse to the available ends of the "Y" splitter cable.

•Connect a monitor to the video port. If you are using a Universal Serial Bus (USB) keyboard and mouse, connect the USB keyboard to the available USB port on the SPE, and then connect the mouse to the pass-through USB port on the keyboard. If you are using a USB hub instead of a keyboard with a pass-through USB port, connect the USB hub to the available USB port on the SPE, and then connect the keyboard and mouse to the USB hub.

•Open Internet Explorer and, in the Address field, enter the following URL:

http://IP address of SPE running Cisco CallManager/CCMAdmin

Log in to the Cisco CallManager Administration to begin the configuration.

Overview of the Integration Procedure

To integrate Cisco Unity Voice Messaging with Cisco CallManager, you must complete three tasks:

•Configuring Voice Message Ports in Cisco CallManager

•Installing the Cisco Unity-Cisco CallManager Telephony Service Provider Program

•Testing the Cisco Unity-CM TSP Setup

Configuring Voice Message Ports in Cisco CallManager

When you configure the voice message ports in Cisco CallManager, you must add the same number of ports as were purchased. Give each port a device name, a device pool, and a directory number. The directory number for the first port is the number that subscribers dial to access the voice messaging system.

You will create a voice messaging hunt group by setting up each port with call forwarding on no-answer and busy conditions. For example, you set forwarding for port 1 to port 2, for port 2 to port 3, for port 3 to port 4, and for port 4 to port 1. The directory number for port 1 is the pilot number for the hunt group.

You define the message waiting indicator (MWI) codes under the Service Parameters.

For detailed procedures, see the references to the Cisco CallManager integration guides in Table 6-1.

Installing the Cisco Unity-Cisco CallManager Telephony Service Provider Program

You must install the Cisco Unity-Cisco CallManager (CM) Telephony Service Provider (TSP) program on the SPE running Cisco Unity Voice Messaging. The Cisco Unity-CM TSP is included in the Cisco Unity CD set.

You can configure the Cisco Unity-CM TSP to integrate with Cisco CallManager by entering the IP address for Cisco CallManager, the number and names of the voice messaging ports, and the MWI codes.

Note In releases earlier than 3.1(1), the Cisco Unity-CM TSP was known as the AV-Cisco TSP. For information about supported releases, see the "Qualified Combinations of Product Releases" section on page 1-3.

For detailed procedures, see the "Cisco CallManager Integration Checklist" section.

Note Refer to the Release Notes for Cisco Unity-CM TSP, Release 6.0(2b), for the latest installation and caveat information.

Testing the Cisco Unity-CM TSP Setup

For information about testing the Cisco Unity-CM TSP connection, refer to the "Installing, Configuring, and Testing the TSP" section of "Cisco CallManager 3.2 Integration" in the Cisco CallManager 3.2 Integration Guide.

Cisco CallManager Integration Checklist

Table 6-1 summarizes the configuration tasks for integrating Cisco Unity Voice Messaging with Cisco CallManager 3.1 or later. Use this checklist to help you locate procedures in the
Cisco CallManager 3.2 Integration Guide and the Cisco CallManager 3.1 Integration Guide.

Table 6-1 Integration Task Checklist

Task

Cisco CallManager Integration Guide

Done

Set up Cisco CallManager:

•Add voice-messaging ports.

•Specify MWI and voice-messaging extensions.

Refer to the "Setting up Cisco CallManager" section.

Set up the gateways for Cisco Unity Voice Messaging.

Refer to the "Setting up the Gateways Servicing Cisco Unity" section.

Install and configure the Cisco Unity-CM TSP on the SPE.

Refer to the "Installing, Configuring and Testing the TSP" section.

Configure Cisco Unity Voice Messaging.

Refer to the "Configuring Cisco Unity for the Integration" section.

Test the integration.

Refer to the "Testing the Integration" section.

Using Cisco Unity Bridge for Integrating the Phone Systems

If you have purchased the Cisco Unity Bridge feature, use it to integrate Cisco Unity Voice Messaging with the phone system that you wish to access. Refer to the integration guide for your particular phone system for information. Integration guides are available on Cisco.com at the following location:

http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity31/integuid/index.htm

Customizing Cisco Unity Voice Messaging

When you have completed all the integration tasks and have successfully tested the voice-messaging functions, you can customize the Cisco Unity Voice Messaging system, and set up the subscribers' voice message boxes.

Use the Cisco Unity Administrator application to customize the system. Information about how to use the Cisco Unity Administrator is provided in the Cisco Unity Administration Guide. To access this guide, click the Online Documentation icon in the Cisco Unity Administrator application.

Accessing Cisco Unity Administrator

There are two ways to connect to the Cisco Unity Administrator:

•From a workstation on the LAN, open the Internet Explorer browser, and enter the following in the Address field:

http://server name/web/sa

The Cisco Unity Administrator main page opens.

•Using a monitor with keyboard and mouse attached to the SPE, double-click the desktop shortcut to the Cisco Unity Administrator.

Refer to the "Introduction" chapter in the Cisco Unity Administration Guide for information about using the Cisco Unity Administrator application.

Administration Task Checklist

Table 6-2 lists the administration tasks for configuring the voice-messaging system. For instructions for each task, refer to the identified sections of the Cisco Unity Administration Guide. From the following location, you can also download a set of worksheets that are useful for gathering and organizing configuration information:

http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity31/wsheets/index.htm

Table 6-2 Administration Task Checklist

Task

Cisco Unity Administration Guide

Done

Back up Cisco Unity.

"Maintaining Cisco Unity"

Define system schedules:

•Identify business hours.

•Identify closed and weekend hours.

•Create custom schedules, if needed.

•Identify holidays.

"System Settings"

"Schedule Settings" section

"Holiday Settings" section

Set up connections between sites, using the Digital Networking feature.

"Network Settings"

Set up connections between voice-messaging systems, using the AMIS feature.

"AMIS Delivery Options Settings"

Create the call management plan for the organization.

"Call Management Tools"

Prepare to add subscribers:

•Create public distribution groups.

•Determine account policy.

•Create classes of service.

•Create subscriber templates.

"About Subscriber Accounts"

Create and assign restriction tables to appropriate classes of service.

"Restriction Tables"

Test the system configuration:

•Add a single subscriber. Call into Cisco Unity Voice Messaging, record a name, and set a password.

•Confirm that the greeting, conversation, and transfer are working. Test the password.

•Confirm that the subscriber has the correct class of service.

•Confirm access to licensed features.

•Make corrections to the configuration, if needed.

"Creating Subscriber Accounts"

Add subscribers.

"Creating Subscriber Accounts"

Assign subscribers to screen voice messages that are not associated with a recipient.

"Subscriber and Operator Orientation," "Message Handling" section

Modify individual subscriber accounts.

"Subscriber Settings"

Implement the automated attendant:

•Create call handles.

•Set directory handler settings.

•Create interview handlers.

•Set up call routing.

"Call Handler Settings"

"Directory Handler Settings"

"Interview Handler Settings"

"Call Routing"

Backing Up and Restoring Cisco Unity Voice Messaging

If your organization does not have a software package for performing scheduled backups, we recommend that you use Backup Exec, which is a data management program from VERITAS Software Corporation. By using Backup Exec, you can efficiently back up the entire Cisco Unity system, including subscriber messages, to a network server. If you want to back up files to a network disk drive, instead of a tape drive, you must use Backup Exec 8.6.

Cisco Unity provides a Disaster Recovery Backup Tool and a Disaster Recovery Restore Tool in the Tools Depot. You can access these tools by using the Tools Depot icon on the Unity server (SPE) desktop. These tools enable you to back up and restore data specific to Cisco Unity, such as SQL databases, registry settings, greetings, switch file configuration, routing rules, and subscriber passwords. Cisco Unity 3.1(5) supports an updated version of these backup and restore tools that makes it possible to back up subscriber messages.

The Disaster Recovery Backup Tool is integrated with the Windows scheduler so that you can schedule regular backups at off-business hours.

The Disaster Recovery Restore Tool can restore the entire Cisco Unity server configuration and all voice messages onto a new or reimaged SPE. You must restore the Cisco Unity data to the same version of Cisco Unity.

The disaster recovery tools have some limitations. Before using these tools for regular backups, read the information about backing up and restoring Cisco Unity at this URL:

http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/whitpapr/backupcu.htm

For additional information about how to back up Cisco Unity Voice Messaging, refer to the "Maintaining Cisco Unity" chapter in the Cisco Unity System Administration Guide.