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Overview of Mandatory Tasks for Installing a Cisco Unified Communications Manager Business Edition 6.x System

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Overview of Mandatory Tasks for Installing a Cisco Unified Communications Manager Business Edition 6.x System

Part 1: Preparing to Add Administrators and Users

Part 2: Installing and Configuring Cisco Unified Communications Manager Business Edition

Part 3: Downloading and Installing Connection Languages

Part 4: Setting Up Administrator Workstations

Part 5: Setting Up the Phone System Integration

Part 6: Populating the System with User and Call Management Data

Part 7: Configuring the System for Features

Part 8: Setting Up VPIM Networking

Part 9: Setting Up User Workstations

Part 10: Backing Up Cisco Unity Connection Data

Part 11: Training


Overview of Mandatory Tasks for Installing a Cisco Unified Communications Manager Business Edition 6.x System


Published March 7, 2008

Use the following high-level task list to install the Cisco Unified Communications Manager Business Edition (CMBE) 6.x system correctly. The tasks reference detailed instructions in the Installing Cisco Unified Communications Manager Business Edition and in other Cisco Unified CMBE documentation as noted. Follow the documentation for a successful installation.

The task list leads you through the complete installation of the Cisco Unified CMBE system—from installing and configuring the server; to populating the system with user and call management data; to setting up optional features, such as using IMAP clients to access voice messages; to backing up data.

The list is divided into eleven parts:

Part 1: Preparing to Add Administrators and Users

Part 2: Installing and Configuring Cisco Unified Communications Manager Business Edition

Part 3: Downloading and Installing Connection Languages

Part 4: Setting Up Administrator Workstations

Part 5: Setting Up the Phone System Integration

Part 6: Populating the System with User and Call Management Data

Part 7: Configuring the System for Features

Part 8: Setting Up VPIM Networking

Part 9: Setting Up User Workstations

Part 10: Backing Up Cisco Unity Connection Data

Part 11: Training

Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it.

Part 1: Preparing to Add Administrators and Users

1. Determine the number and types of administrator accounts that you need, and the roles to assign to the accounts. For Cisco Unity Connection Administration considerations, refer to the "Preparing to Add User Accounts" chapter of the User Moves, Adds, and Changes Guide for Cisco Unity Connection in Cisco Unified CMBE at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.

2. Determine the features that you will enable specifically for Connection users, and whether changes or new templates and classes of service are needed in Cisco Unity Connection Administration. Refer to the "Preparing to Add User Accounts" chapter of the User Moves, Adds, and Changes Guide.

Part 2: Installing and Configuring Cisco Unified Communications Manager Business Edition

3. Refer to the "System Configuration Overview" chapter of the Cisco Unified Communications Manager System Guide for Cisco Unified Communications Manager Business Edition at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html. The chapter presents an overall flow, or order, for configuring the components of your Cisco Unified Communications network.


Note In the table in the "Basic Configuration Flow" section, skip any steps related to Cisco Unity Connection or the voice messaging system; you do those tasks later in this task list.


Part 3: Downloading and Installing Connection Languages

Revised March 7, 2008

4. Download and install Connection languages (locales), if applicable:

For download instructions, refer to Release Notes for Cisco Unified Communications Manager Business Edition at http://www.cisco.com/en/US/products/ps7273/prod_release_notes_list.html.

For installation instructions, refer to the "Software Upgrades" chapter of Cisco Unified Communications Operating System Administration Guide for Cisco Unified Communications Manager Business Edition at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.

Part 4: Setting Up Administrator Workstations

5. Configure the browser(s) on administrator workstations to access Cisco Unity Connection web applications. Refer to the "Configuring the Browser on an Administrator Workstation" chapter of the System Administration Guide for Cisco Unity Connection in Cisco Unified CMBE at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.

6. Download and install the Real-Time Monitoring Tool software. Refer to the "Installing and Configuring Real-Time Monitoring Tool" chapter of the Cisco Unified Communications Manager Real-Time Monitoring Tool Administration Guide for Cisco Unified Communications Manager Business Edition at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.

Part 5: Setting Up the Phone System Integration

7. Set up the integration between Cisco Unity Connection and Cisco Unified Communications Manager. See the Cisco Unified Communications Manager SCCP Integration Guide for Cisco Unity Connection in Cisco Unified CMBE 6.x at http://www.cisco.com/en/US/products/ps7273/products_installation_and_configuration_guides_list.html.

8. Store all of the software that was shipped with Cisco Unified CMBE together in a location that is safe and can be readily accessed.

Part 6: Populating the System with User and Call Management Data

You do many of the tasks in Part 6 by using Cisco Unity Connection Administration. (For information on logging on to Connection Administration and on using it, refer to the "Accessing and Using Cisco Unity Connection Administration" chapter of the System Administration Guide for Cisco Unity Connection in Cisco Unified CMBE.)

The tasks in Part 6 reference chapters in the following guides, as noted:

System Administration Guide for Cisco Unity Connection in Cisco Unified CMBE

User Moves, Adds, and Changes Guide for Cisco Unity Connection in Cisco Unified CMBE

Both guides are available at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.

9. Obtain and install Connection licenses. See the "Managing Licenses" chapter of the System Administration Guide.

10. Familiarize yourself with the following Cisco Unity Connection concepts:

a. Call management. See the "Call Management Overview" and "Creating a Call Management Plan" chapters of the System Administration Guide.

b. User, administrator accounts, templates, class of service, and roles. See the "Introduction to Cisco Unity Connection Users and Contacts" and "Preparing to Add User Accounts" chapters of the User Moves, Adds, and Changes Guide.

11. Develop a system plan:

a. Identify business and nonbusiness hours, and holidays. See the "Managing Schedules and Holidays" chapter of the System Administration Guide.

b. Map out a call management plan. See the "Creating a Call Management Plan" chapter of the System Administration Guide.

c. Review the default restriction tables, and determine whether changes or new tables are needed. See the "Overview: Default Restriction Tables" section in the "Managing Restriction Tables" chapter of the System Administration Guide.

d. Review the default message store quotas, and determine whether changes are needed. See the "Specifying Mailbox Size Quotas" chapter of the System Administration Guide.

e. Review the default message aging policy, and determine whether changes are needed. See the "Changing the Message Aging Policy" chapter of the System Administration Guide.

f. Review the default system distribution lists, and determine whether changes or new distribution lists are needed. See the "Managing System Distribution Lists" chapter of the System Administration Guide.

12. For the following defaults that you reviewed in Task 11., make changes or create new ones, as applicable:

a. Schedules. See the "Managing Schedules and Holidays" chapter of the System Administration Guide.

b. Restriction tables. See the "Managing Restriction Tables" chapter of the System Administration Guide.

c. Classes of service. See the "Adding, Modifying, or Deleting a Class of Service" chapter of the User Moves, Adds, and Changes Guide.

d. User templates. See the "Adding, Modifying, or Deleting a User Template" chapter of the User Moves, Adds, and Changes Guide.

e. Message aging policy. See the "Changing the Message Aging Policy" chapter of the System Administration Guide.

f. System distribution lists. See the "Managing System Distribution Lists" chapter of the System Administration Guide.

13. Test the system configuration:

a. Add a Connection user account to use as a test account.

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

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

d. Log on to the Cisco Personal Communications Assistant (PCA) as the test user. If you gave the test user the required COS rights, confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

e. Make corrections to the system configuration as necessary.

14. Customize individual user account settings to offer additional features and functionality, as needed. See the "Setting Up Features and Functionality That Are Controlled by User Account Settings" and "Setting Up Features and Functionality That Are Controlled by Class of Service" chapters of the User Moves, Adds, and Changes Guide.

15. Add individual users to system distribution lists, as needed. See the "Managing System Distribution List Members" section in the "Managing System Distribution Lists" chapter of the System Administration Guide.

16. Implement, then test the call management plan you created in Task 11.b.:

a. Create call handlers. See the "Managing Call Handlers" chapter of the System Administration Guide.

b. Specify directory handler settings. See the "Managing Directory Handlers" chapter of the System Administration Guide.

c. Create interview handlers. See the "Managing Interview Handlers" chapter of the System Administration Guide.

d. Set up call routing. See the "Managing Call Routing Tables" chapter of the System Administration Guide.

Part 7: Configuring the System for Features

17. If any users will have access to the Cisco Unity web tools or will use an IMAP e-mail client to access Connection voice messages: Secure Cisco Personal Communications Assistant (PCA) and IMAP access to Connection. See the "Securing Cisco PCA and IMAP E-Mail Client Access to Cisco Unity Connection" chapter of the System Administration Guide.

18. If any users will have access to Cisco Unified MeetingPlace Express: Confirm that you have configured the integration with Cisco Unified MeetingPlace Express. See the "Integrating with Cisco Unified MeetingPlace Express" chapter of the System Administration Guide.

19. If users will have access to their Exchange e-mail by using text to speech (TTS): Confirm that you have configured access to Exchange e-mail for use with TTS. See the "Configuring Access to Exchange E-Mails Through TTS" chapter of the System Administration Guide.

20. If users will be allowed to base Personal Call Transfer Rules on Exchange calendar and contact information: Confirm that you have configured access to Exchange calendars and contacts. See the "Configuring Access to Exchange Calendars and Contacts for Personal Call Transfer Rules" chapter of the System Administration Guide.

21. If users will be using SMTP message notification devices: Confirm that you have set up and enabled message notification for users. See the "Setting Up SMTP Message Notifications" chapter of the System Administration Guide.

22. If any users will have access to Cisco Unity Connection Phone View: Confirm that you have configured Cisco Unified Communications Manager for Phone View and that you have enabled Phone View for the phone system in Cisco Unity Connection Administration. See the "Setting Up Phone View" chapter of the System Administration Guide.

23. If any users will have access to Cisco Unified Personal Communicator: Confirm that you have configured the applicable servers, and set up the client applications. See the "Access to Voice Messages from the Cisco Unified Personal Communicator" section in the "Setting Up Features and Functionality That Are Controlled by Class of Service" chapter of the User Moves, Adds, and Changes Guide.

24. If any administrators and/or users will have access to Cisco Unity Connection Broadcast Administrator: Confirm that you have set it up. See the "Setting Up Broadcast Messaging" chapter of the System Administration Guide.

25. If any administrators and/or users will need access to Cisco Unity Connection Greetings Administrator to manage greetings over the phone: Set it up. See the "Setting Up the Cisco Unity Greetings Administrator" section in the "Managing Recorded Greetings and Recorded Names" chapter of the System Administration Guide.

Part 8: Setting Up VPIM Networking

26. If users will be sending messages to remote voice messaging systems by VPIM Networking: Set up VPIM Networking. See the "Using VPIM Networking" chapter of the System Administration Guide.

Part 9: Setting Up User Workstations

The tasks in Part 9 reference chapters in the User Workstation Setup Guide for Cisco Unity Connection in Cisco Unified CMBE at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.

27. Set up access to the Cisco PCA. See the "Setting Up Access to the Cisco Personal Communications Assistant" chapter.

28. Set up Media Master playback and recording devices. See the "Setting Up Playback and Recording Devices for the Media Master" chapter.

29. Configure IMAP e-mail accounts to access Connection voice messages. See the "Configuring an E-Mail Account to Access Cisco Unity Connection Voice Messages" chapter.

30. Confirm that users are able to access and use the Connection features that have been enabled for them.

Part 10: Backing Up Cisco Unity Connection Data

31. Refer to the Disaster Recovery System Administration Guide at http://www.cisco.com/en/US/products/ps7273/prod_maintenance_guides_list.html.


Note Third-party backup applications are not supported.


Part 11: Training

32. Train users, operators, and support desk personnel to use Cisco Unity Connection. See the "User Orientation" and "Operator and Support Desk Orientation" chapters of the User Workstation User Setup Guide.